AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,404,218 shares 1,404,218 $462M 3.21% +270,750 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,970,540 shares 1,970,540 $450M 3.12% +507,151 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 603,593 shares 603,593 $423M 2.93% +59,980 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 752,616 shares 752,616 $386M 2.68% +107,795 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 384,008 shares 384,008 $294M 2.04% +184,200 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; 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; 2026Q3: 973,401 shares 973,401 $243M 1.68% +252,417 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; 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; 2026Q3: 279,993 shares 279,993 $214M 1.48% +45,046 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 529,427 shares 529,427 $182M 1.26% +91,846 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; 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; 2026Q3: 212,787 shares 212,787 $157M 1.09% +9,174 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,371,452 shares 1,371,452 $133M 0.92% +439,072 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 354,629 shares 354,629 $125M 0.86% +51,310 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; 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; 2026Q3: 567,363 shares 567,363 $123M 0.85% +83,992 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; 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; 2026Q3: 319,962 shares 319,962 $120M 0.83% +29,812 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 342,191 shares 342,191 $117M 0.81% +58,300 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; 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; 2026Q3: 157,064 shares 157,064 $114M 0.79% +20,433 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; 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; 2026Q3: 331,813 shares 331,813 $110M 0.76% +54,774 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; 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; 2026Q3: 102,314 shares 102,314 $109M 0.76% +10,964 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; 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; 2026Q3: 1,140,797 shares 1,140,797 $103M 0.71% +67,383 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; 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; 2026Q3: 763,152 shares 763,152 $95.9M 0.67% +536,168 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; 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; 2026Q3: 2,139,542 shares 2,139,542 $92.6M 0.64% +703,893 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; 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; 2026Q3: 472,165 shares 472,165 $92.4M 0.64% -7,628 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 970,619 shares 970,619 $91.8M 0.64% +257,526 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,037,669 shares 2,037,669 $89.8M 0.62% +1,429,147 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 622,199 shares 622,199 $84.6M 0.59% +80,058 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 509,579 shares 509,579 $82.9M 0.58% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 986,974 shares 986,974 $80.1M 0.56% +291,661 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,031,156 shares 1,031,156 $74.2M 0.51% +205,554 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; 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; 2026Q3: 63,892 shares 63,892 $73.9M 0.51% +17,056 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; 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; 2026Q3: 1,002,291 shares 1,002,291 $70.8M 0.49% +231,381 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 674,480 shares 674,480 $70.1M 0.49% +35,556 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; 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; 2026Q3: 747,372 shares 747,372 $68.5M 0.48% +337,885 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; 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; 2026Q3: 1,108,627 shares 1,108,627 $65.8M 0.46% +15,689 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; 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; 2026Q3: 1,349,939 shares 1,349,939 $65.4M 0.45% +34,589 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; 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; 2026Q3: 274,064 shares 274,064 $63.9M 0.44% +38,948 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; 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; 2026Q3: 101,173 shares 101,173 $61.9M 0.43% +17,781 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; 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; 2026Q3: 100,335 shares 100,335 $61.1M 0.42% +15,287 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 230,042 shares 230,042 $60.9M 0.42% -2,719 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 242,556 shares 242,556 $60.1M 0.42% +19,679 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; 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; 2026Q3: 316,797 shares 316,797 $59.3M 0.41% +115,057 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; 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; 2026Q3: 187,102 shares 187,102 $57M 0.4% +53,732 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 156,550 shares 156,550 $56.3M 0.39% +37,426 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; 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; 2026Q3: 110,314 shares 110,314 $54.9M 0.38% +8,491 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; 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; 2026Q3: 143,584 shares 143,584 $54.7M 0.38% +5,279 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 380,038 shares 380,038 $54.1M 0.37% +80,778 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; 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; 2026Q3: 985,333 shares 985,333 $53.6M 0.37% +92,739 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; 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; 2026Q3: 1,115,207 shares 1,115,207 $52.9M 0.37% -1,684 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; 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; 2026Q3: 486,425 shares 486,425 $52.4M 0.36% +23,619 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; 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; 2026Q3: 1,036,911 shares 1,036,911 $50.7M 0.35% +65,674 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; 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; 2026Q3: 190,640 shares 190,640 $50.5M 0.35% +154,106 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; 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; 2026Q3: 556,681 shares 556,681 $50M 0.35% +13,225 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 215,433 shares 215,433 $49.2M 0.34% +100,728 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 383,908 shares 383,908 $48.1M 0.33% +35,635 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 459,402 shares 459,402 $47.7M 0.33% +40,895 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; 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; 2026Q3: 119,703 shares 119,703 $47.6M 0.33% +42,007 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 237,031 shares 237,031 $45.9M 0.32% +116,657 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; 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; 2026Q3: 48,232 shares 48,232 $45.8M 0.32% +22,016 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; 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; 2026Q3: 372,158 shares 372,158 $45.8M 0.32% +39,696 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; 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; 2026Q3: 1,271,259 shares 1,271,259 $45.7M 0.32% +134,249 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; 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; 2026Q3: 158,859 shares 158,859 $45.2M 0.31% +23,421 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; 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; 2026Q3: 568,548 shares 568,548 $44.5M 0.31% +222,475 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 216,049 shares 216,049 $44.1M 0.31% +31,883 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; 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; 2026Q3: 596,310 shares 596,310 $43.8M 0.3% +28,093 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; 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; 2026Q3: 465,321 shares 465,321 $43.7M 0.3% +11,387 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 910,576 shares 910,576 $42.7M 0.3% new 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; 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; 2026Q3: 799,567 shares 799,567 $42.7M 0.3% +91,637 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; 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; 2026Q3: 291,487 shares 291,487 $42.4M 0.29% +10,616 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 50,354 shares 50,354 $40.8M 0.28% +4,197 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; 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; 2026Q3: 121,558 shares 121,558 $39.9M 0.28% +22,696 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,748 shares; 2025Q3: 9,331 shares; 2025Q4: 15,331 shares; 2026Q1: 29,682 shares; 2026Q2: 31,829 shares; 2026Q3: 799,575 shares 799,575 $39.5M 0.27% +767,746 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 141,465 shares 141,465 $39.3M 0.27% -48,637 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 148,161 shares 148,161 $38.8M 0.27% -11,862 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; 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; 2026Q3: 450,075 shares 450,075 $38.7M 0.27% +29,346 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 356,136 shares 356,136 $38M 0.26% +56,746 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 68,795 shares 68,795 $37.9M 0.26% +25,443 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; 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; 2026Q3: 41,292 shares 41,292 $37.6M 0.26% +18,526 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; 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; 2026Q3: 808,514 shares 808,514 $37.1M 0.26% +169,233 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; 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; 2026Q3: 469,524 shares 469,524 $36.7M 0.25% +95,320 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 152,504 shares 152,504 $36.2M 0.25% +16,517 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; 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; 2026Q3: 512,201 shares 512,201 $35.5M 0.25% -43,782 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 437,513 shares 437,513 $34.6M 0.24% +26,055 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; 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; 2026Q3: 37,141 shares 37,141 $33.4M 0.23% +8,637 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; 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; 2026Q3: 125,247 shares 125,247 $33.1M 0.23% +13,634 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; 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; 2026Q3: 695,650 shares 695,650 $32.9M 0.23% +221,492 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; 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; 2026Q3: 82,806 shares 82,806 $32.7M 0.23% -1,347 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; 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; 2026Q3: 160,315 shares 160,315 $32.6M 0.23% +90,250 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,088 shares; 2026Q2: 9,079 shares; 2026Q3: 619,173 shares 619,173 $31.7M 0.22% +610,094 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; 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; 2026Q3: 362,006 shares 362,006 $31.5M 0.22% -240,391 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; 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; 2026Q3: 415,706 shares 415,706 $31.5M 0.22% +107,192 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; 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; 2026Q3: 698,948 shares 698,948 $31.3M 0.22% +538,828 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 241,205 shares; 2025Q2: 238,384 shares; 2025Q3: 238,448 shares; 2025Q4: 241,457 shares; 2026Q1: 13,624 shares; 2026Q2: 16,383 shares; 2026Q3: 604,077 shares 604,077 $30.9M 0.21% +587,694 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,069,229 shares 1,069,229 $30.5M 0.21% +177,459 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; 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; 2026Q3: 177,895 shares 177,895 $30M 0.21% +12,935 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 143,659 shares 143,659 $29.9M 0.21% +18,924 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; 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; 2026Q3: 192,171 shares 192,171 $29.8M 0.21% +25,312 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; 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; 2026Q3: 268,705 shares 268,705 $29.8M 0.21% +83,099 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; 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; 2026Q3: 252,459 shares 252,459 $29.7M 0.21% +32,128 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; 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; 2026Q3: 57,393 shares 57,393 $29.3M 0.2% +21,808 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; 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; 2026Q3: 132,869 shares 132,869 $29.2M 0.2% +20,171 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 152,258 shares 152,258 $29M 0.2% +5,504 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; 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; 2026Q3: 53,901 shares 53,901 $29M 0.2% -6,053 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; 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; 2026Q3: 173,570 shares 173,570 $29M 0.2% +81,402 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 411,803 shares 411,803 $28.6M 0.2% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 291,812 shares 291,812 $28.4M 0.2% +14,963 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; 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; 2026Q3: 357,796 shares 357,796 $28.1M 0.19% +22,367 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; 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; 2026Q3: 550,102 shares 550,102 $27.9M 0.19% +283,889 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,228 shares; 2026Q1: 65,477 shares; 2026Q2: 67,953 shares; 2026Q3: 362,963 shares 362,963 $27.4M 0.19% +295,010 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650,295 shares; 2026Q2: 685,786 shares; 2026Q3: 725,405 shares 725,405 $27.3M 0.19% +39,619 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; 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; 2026Q3: 59,396 shares 59,396 $27.1M 0.19% +20,727 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,408 shares; 2026Q2: 224,982 shares; 2026Q3: 277,747 shares 277,747 $26.1M 0.18% +52,765 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; 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; 2026Q3: 177,988 shares 177,988 $25.9M 0.18% -8,695 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; 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; 2026Q3: 329,757 shares 329,757 $25.8M 0.18% -193,047 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; 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; 2026Q3: 277,945 shares 277,945 $25.8M 0.18% +41,685 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 209,522 shares 209,522 $25.2M 0.17% +93,244 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,768 shares; 2026Q1: 192,669 shares; 2026Q2: 201,768 shares; 2026Q3: 226,498 shares 226,498 $24.9M 0.17% +24,730 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; 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; 2026Q3: 588,673 shares 588,673 $24.4M 0.17% +221,562 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; 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; 2026Q3: 662,948 shares 662,948 $24.4M 0.17% +39,559 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,410 shares; 2026Q3: 160,081 shares 160,081 $24.1M 0.17% +109,671 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; 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; 2026Q3: 83,480 shares 83,480 $23.7M 0.16% +7,722 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 56,218 shares 56,218 $23.7M 0.16% +4,568 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 489,582 shares 489,582 $23.6M 0.16% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,440 shares; 2025Q3: 54,263 shares; 2025Q4: 51,668 shares; 2026Q1: 51,938 shares; 2026Q2: 56,789 shares; 2026Q3: 984,208 shares 984,208 $23.5M 0.16% +927,419 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 69,977 shares 69,977 $22.8M 0.16% -2,594 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; 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; 2026Q3: 695,062 shares 695,062 $22.6M 0.16% -65,706 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; 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; 2026Q3: 148,447 shares 148,447 $22.5M 0.16% +52,660 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 323,321 shares 323,321 $22.5M 0.16% +65,167 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; 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; 2026Q3: 367,211 shares 367,211 $22.4M 0.16% -45,770 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; 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; 2026Q3: 333,762 shares 333,762 $22.3M 0.15% +17,990 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; 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; 2026Q3: 558,063 shares 558,063 $22.3M 0.15% +29,679 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 818,155 shares 818,155 $22.2M 0.15% new 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; 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; 2026Q3: 562,705 shares 562,705 $22.2M 0.15% +138,406 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 507,422 shares; 2026Q2: 529,512 shares; 2026Q3: 557,312 shares 557,312 $22.1M 0.15% +27,800 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 119,229 shares 119,229 $22.1M 0.15% +24,838 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 95,552 shares 95,552 $22.1M 0.15% +15,095 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 84,738 shares 84,738 $21.6M 0.15% +5,080 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 190,124 shares 190,124 $21.6M 0.15% +33,521 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; 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; 2026Q3: 427,064 shares 427,064 $21.3M 0.15% +177,495 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; 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; 2026Q3: 652,360 shares 652,360 $21.2M 0.15% +252,030 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 188,791 shares 188,791 $20.8M 0.14% +14,814 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,942 shares 35,942 $20.4M 0.14% +16,015 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 203,635 shares 203,635 $20.3M 0.14% +35,707 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; 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; 2026Q3: 39,898 shares 39,898 $20.3M 0.14% +1,447 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; 2024Q4: 449 shares; 2025Q1: 503 shares; 2025Q2: 534 shares; 2025Q3: 574 shares; 2025Q4: 13,705 shares; 2026Q1: 18,986 shares; 2026Q2: 18,299 shares; 2026Q3: 20,231 shares 20,231 $20.2M 0.14% +1,932 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 65,228 shares 65,228 $20.1M 0.14% +8,823 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 145,942 shares 145,942 $20M 0.14% -28,540 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 810,863 shares 810,863 $19.9M 0.14% new 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; 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; 2026Q3: 446,966 shares 446,966 $19.9M 0.14% -146,489 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; 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; 2026Q3: 284,385 shares 284,385 $19.9M 0.14% +51,687 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 559,215 shares; 2026Q2: 600,703 shares; 2026Q3: 637,448 shares 637,448 $19.7M 0.14% +36,745 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,596 shares; 2026Q2: 130,733 shares; 2026Q3: 152,858 shares 152,858 $19.6M 0.14% +22,125 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 193,828 shares 193,828 $19.5M 0.14% +117,706 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; 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; 2026Q3: 45,128 shares 45,128 $19.4M 0.13% +4,508 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 147,946 shares 147,946 $19.2M 0.13% +16,000 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 286,149 shares 286,149 $19.1M 0.13% -179,990 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; 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; 2026Q3: 20,637 shares 20,637 $19M 0.13% +7,607 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; 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; 2026Q3: 404,038 shares 404,038 $19M 0.13% +36,816 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 120,933 shares 120,933 $18.9M 0.13% +24,297 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; 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; 2026Q3: 300,013 shares 300,013 $18.8M 0.13% -21,320 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; 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; 2026Q3: 651,166 shares 651,166 $18.7M 0.13% -23,045 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; 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; 2026Q3: 217,797 shares 217,797 $18.5M 0.13% +94,372 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 137,969 shares 137,969 $18.5M 0.13% +13,633 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,109 shares; 2026Q1: 218,576 shares; 2026Q2: 230,779 shares; 2026Q3: 426,012 shares 426,012 $18.4M 0.13% +195,233 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; 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; 2026Q3: 123,371 shares 123,371 $18.3M 0.13% -2,268 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; 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; 2026Q3: 50,941 shares 50,941 $18.1M 0.13% +34,627 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,977 shares; 2025Q1: 10,162 shares; 2025Q2: 9,817 shares; 2025Q3: 9,342 shares; 2025Q4: 11,578 shares; 2026Q1: 20,217 shares; 2026Q2: 16,860 shares; 2026Q3: 163,564 shares 163,564 $18M 0.13% +146,704 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; 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; 2026Q3: 49,474 shares 49,474 $18M 0.13% +33,176 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,709 shares; 2025Q1: 37,327 shares; 2025Q2: 40,075 shares; 2025Q3: 42,986 shares; 2025Q4: 49,452 shares; 2026Q1: 52,090 shares; 2026Q2: 54,807 shares; 2026Q3: 357,319 shares 357,319 $18M 0.12% +302,512 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 395,758 shares; 2025Q2: 80,313 shares; 2025Q3: 73,318 shares; 2025Q4: 65,192 shares; 2026Q1: 63,584 shares; 2026Q2: 56,235 shares; 2026Q3: 349,792 shares 349,792 $17.9M 0.12% +293,557 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; 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; 2026Q3: 27,751 shares 27,751 $17.8M 0.12% +15,439 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; 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; 2026Q3: 34,829 shares 34,829 $17.7M 0.12% +5,096 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; 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; 2026Q3: 283,320 shares 283,320 $17.7M 0.12% +17,068 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; 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; 2026Q3: 67,415 shares 67,415 $17.7M 0.12% -8,259 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,631 shares; 2026Q2: 2,302 shares; 2026Q3: 188,823 shares 188,823 $17.6M 0.12% +186,521 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; 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; 2026Q3: 229,230 shares 229,230 $17.5M 0.12% +42,719 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; 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; 2026Q3: 415,247 shares 415,247 $17.4M 0.12% +24,779 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; 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; 2026Q3: 340,856 shares 340,856 $17.2M 0.12% -22,129 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; 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; 2026Q3: 87,506 shares 87,506 $17.1M 0.12% +30,728 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 90,945 shares 90,945 $17.1M 0.12% +12,941 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 152,424 shares 152,424 $17.1M 0.12% +23,205 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; 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; 2026Q3: 212,398 shares 212,398 $17M 0.12% +102,912 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 198,034 shares 198,034 $16.9M 0.12% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 223,466 shares 223,466 $16.8M 0.12% +25,515 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; 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; 2026Q3: 243,606 shares 243,606 $16.7M 0.12% -27,324 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; 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; 2026Q3: 291,577 shares 291,577 $16.4M 0.11% +74,760 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 210,444 shares 210,444 $16.4M 0.11% -351,355 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; 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; 2026Q3: 174,867 shares 174,867 $16.3M 0.11% +29,895 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; 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; 2026Q3: 44,259 shares 44,259 $16.2M 0.11% +14,249 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; 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; 2026Q3: 180,144 shares 180,144 $16.2M 0.11% +3,372 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; 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; 2026Q3: 209,992 shares 209,992 $16.2M 0.11% +49,264 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 280,379 shares 280,379 $16.2M 0.11% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 319,971 shares 319,971 $16.1M 0.11% -68,565 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 407,953 shares 407,953 $16M 0.11% new 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; 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; 2026Q3: 316,361 shares 316,361 $15.9M 0.11% +145,767 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 103,577 shares 103,577 $15.9M 0.11% +55,037 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; 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; 2026Q3: 85,745 shares 85,745 $15.8M 0.11% +5,038 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; 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; 2026Q3: 68,258 shares 68,258 $15.8M 0.11% +14,021 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 156,978 shares 156,978 $15.6M 0.11% +77,947 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,670 shares; 2025Q1: 11,469 shares; 2025Q2: 13,157 shares; 2025Q3: 12,457 shares; 2025Q4: 13,983 shares; 2026Q1: 17,320 shares; 2026Q2: 21,315 shares; 2026Q3: 85,688 shares 85,688 $15.3M 0.11% +64,373 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; 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; 2026Q3: 183,003 shares 183,003 $15.3M 0.11% +11,999 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; 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; 2026Q3: 245,618 shares 245,618 $15.1M 0.1% -10,342 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; 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; 2026Q3: 234,678 shares 234,678 $15M 0.1% +20,579 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,096 shares; 2026Q3: 205,725 shares 205,725 $15M 0.1% +69,629 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; 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; 2026Q3: 110,919 shares 110,919 $14.9M 0.1% +3,318 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,215 shares; 2026Q2: 146,193 shares; 2026Q3: 149,206 shares 149,206 $14.9M 0.1% +3,013 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; 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; 2026Q3: 185,892 shares 185,892 $14.8M 0.1% +8,772 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 116,816 shares 116,816 $14.8M 0.1% -2,689 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,677 shares; 2025Q1: 1,776 shares; 2025Q2: 1,987 shares; 2025Q3: 1,939 shares; 2025Q4: 3,158 shares; 2026Q1: 3,083 shares; 2026Q2: 3,422 shares; 2026Q3: 17,272 shares 17,272 $14.7M 0.1% +13,850 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 55,214 shares 55,214 $14.6M 0.1% +38,104 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,550 shares; 2025Q1: 8,726 shares; 2025Q2: 12,699 shares; 2025Q3: 15,520 shares; 2025Q4: 24,297 shares; 2026Q1: 25,218 shares; 2026Q2: 25,917 shares; 2026Q3: 160,974 shares 160,974 $14.6M 0.1% +135,057 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 147,719 shares 147,719 $14.6M 0.1% +26,759 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,137 shares; 2025Q3: 50,579 shares; 2025Q4: 46,010 shares; 2026Q1: 123,226 shares; 2026Q2: 174,224 shares; 2026Q3: 666,709 shares 666,709 $14.6M 0.1% +492,485 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; 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; 2026Q3: 307,610 shares 307,610 $14.5M 0.1% -89,658 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; 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; 2026Q3: 179,130 shares 179,130 $14.4M 0.1% +69,486 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; 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; 2026Q3: 233,708 shares 233,708 $14.3M 0.1% +77,268 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 203,206 shares 203,206 $14.2M 0.1% new 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; 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; 2026Q3: 61,078 shares 61,078 $14.1M 0.1% +10,595 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 4,218 shares; 2026Q2: 4,388 shares; 2026Q3: 14,504 shares 14,504 $14.1M 0.1% +10,116 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; 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; 2026Q3: 73,825 shares 73,825 $14.1M 0.1% +21,237 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; 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; 2026Q3: 89,130 shares 89,130 $14.1M 0.1% +20,386 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; 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; 2026Q3: 20,743 shares 20,743 $14M 0.1% -1,956 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,247 shares; 2026Q2: 3,317 shares; 2026Q3: 8,008 shares 8,008 $13.9M 0.1% +4,691 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 71,192 shares 71,192 $13.9M 0.1% +40,467 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; 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; 2026Q3: 299,598 shares 299,598 $13.9M 0.1% -77,901 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,265 shares 20,265 $13.6M 0.09% +854 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; 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; 2026Q3: 57,469 shares 57,469 $13.6M 0.09% +4,331 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; 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; 2026Q3: 7,505 shares 7,505 $13.6M 0.09% -1,076 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; 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; 2026Q3: 356,858 shares 356,858 $13.4M 0.09% -41,162 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; 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; 2026Q3: 604,418 shares 604,418 $13.2M 0.09% +381,329 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 59,150 shares 59,150 $13.1M 0.09% -8,377 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; 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; 2026Q3: 262,217 shares 262,217 $13.1M 0.09% +6,040 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; 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; 2026Q3: 55,196 shares 55,196 $13M 0.09% +24,621 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; 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; 2026Q3: 87,099 shares 87,099 $13M 0.09% +5,435 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 69,644 shares 69,644 $13M 0.09% +4,402 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; 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; 2026Q3: 118,920 shares 118,920 $12.9M 0.09% -25,731 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 177,034 shares 177,034 $12.7M 0.09% +13,216 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; 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; 2026Q3: 68,684 shares 68,684 $12.6M 0.09% -1,425 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; 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; 2026Q3: 94,717 shares 94,717 $12.5M 0.09% +5,961 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; 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; 2026Q3: 44,727 shares 44,727 $12.5M 0.09% +6,876 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; 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; 2026Q3: 171,886 shares 171,886 $12.5M 0.09% +97,703 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; 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; 2026Q3: 294,123 shares 294,123 $12.5M 0.09% -18,080 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; 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; 2026Q3: 227,322 shares 227,322 $12.5M 0.09% -33,983 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; 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; 2026Q3: 31,429 shares 31,429 $12.5M 0.09% -4,664 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 127,534 shares 127,534 $12.4M 0.09% +5,151 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; 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; 2026Q3: 16,444 shares 16,444 $12.4M 0.09% +1,152 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; 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; 2026Q3: 470,420 shares 470,420 $12.3M 0.09% +163,171 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; 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; 2026Q3: 182,754 shares 182,754 $12.3M 0.09% +30,779 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; 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; 2026Q3: 40,244 shares 40,244 $12.2M 0.08% +3,686 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; 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; 2026Q3: 145,484 shares 145,484 $12.2M 0.08% +27,524 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; 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; 2026Q3: 116,548 shares 116,548 $12.2M 0.08% +28,088 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; 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; 2026Q3: 47,156 shares 47,156 $12.2M 0.08% +8,365 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 97,038 shares 97,038 $12.1M 0.08% +7,444 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; 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; 2026Q3: 141,653 shares 141,653 $12.1M 0.08% +28,228 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,885 shares; 2025Q1: 5,878 shares; 2025Q2: 1,804 shares; 2025Q3: not reported; 2025Q4: 2,447 shares; 2026Q1: 2,323 shares; 2026Q2: 16,595 shares; 2026Q3: 41,490 shares 41,490 $12.1M 0.08% +24,895 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,829 shares; 2026Q3: 305,580 shares 305,580 $12.1M 0.08% +294,751 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; 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; 2026Q3: 327,961 shares 327,961 $12M 0.08% +20,026 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; 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; 2026Q3: 104,706 shares 104,706 $11.9M 0.08% -8,904 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; 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; 2026Q3: 49,381 shares 49,381 $11.9M 0.08% +2,728 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; 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; 2026Q3: 169,476 shares 169,476 $11.9M 0.08% +37,747 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 98,746 shares 98,746 $11.8M 0.08% -2,223 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 327,657 shares 327,657 $11.7M 0.08% +17,264 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321,433 shares; 2026Q2: 328,395 shares; 2026Q3: 347,194 shares 347,194 $11.7M 0.08% +18,799 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,297 shares; 2025Q1: 7,019 shares; 2025Q2: 6,352 shares; 2025Q3: 6,202 shares; 2025Q4: 6,970 shares; 2026Q1: 6,829 shares; 2026Q2: 6,686 shares; 2026Q3: 361,605 shares 361,605 $11.6M 0.08% +354,919 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 934 shares; 2025Q3: 927 shares; 2025Q4: 2,939 shares; 2026Q1: 5,995 shares; 2026Q2: 10,343 shares; 2026Q3: 27,707 shares 27,707 $11.5M 0.08% +17,364 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,204 shares; 2025Q1: 8,504 shares; 2025Q2: 7,338 shares; 2025Q3: 6,424 shares; 2025Q4: 10,022 shares; 2026Q1: 10,127 shares; 2026Q2: 9,942 shares; 2026Q3: 72,117 shares 72,117 $11.4M 0.08% +62,175 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; 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; 2026Q3: 98,518 shares 98,518 $11.4M 0.08% -505 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; 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; 2026Q3: 271,859 shares 271,859 $11.3M 0.08% +24,100 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; 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; 2026Q3: 402,759 shares 402,759 $11.2M 0.08% +40,458 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 48,722 shares 48,722 $11.2M 0.08% +24,579 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 111,939 shares 111,939 $10.9M 0.08% +10,852 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; 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; 2026Q3: 32,834 shares 32,834 $10.9M 0.08% +2,733 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; 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; 2026Q3: 555,160 shares 555,160 $10.9M 0.08% -16,526 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; 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; 2026Q3: 443,987 shares 443,987 $10.8M 0.08% +44,106 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 114,227 shares 114,227 $10.7M 0.07% +1,945 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; 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; 2026Q3: 284,821 shares 284,821 $10.6M 0.07% +15,958 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; 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; 2026Q3: 67,734 shares 67,734 $10.5M 0.07% +1,010 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 207,818 shares 207,818 $10.5M 0.07% +52,668 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 926 shares; 2026Q2: 3,741 shares; 2026Q3: 6,319 shares 6,319 $10.5M 0.07% +2,578 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; 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; 2026Q3: 35,702 shares 35,702 $10.4M 0.07% +7,035 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; 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; 2026Q3: 535,654 shares 535,654 $10.4M 0.07% +35,122 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 128,138 shares 128,138 $10.4M 0.07% -94,714 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 125,295 shares 125,295 $10.4M 0.07% +9,938 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; 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; 2026Q3: 82,082 shares 82,082 $10.4M 0.07% +3,367 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; 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; 2026Q3: 220,975 shares 220,975 $10.4M 0.07% -13,433 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; 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; 2026Q3: 102,839 shares 102,839 $10.3M 0.07% +44,812 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; 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; 2026Q3: 22,856 shares 22,856 $10.3M 0.07% +8,981 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206,647 shares; 2026Q3: 283,504 shares 283,504 $10.3M 0.07% +76,857 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; 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; 2026Q3: 37,131 shares 37,131 $10.3M 0.07% +19,042 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,076 shares; 2025Q1: 5,892 shares; 2025Q2: 6,285 shares; 2025Q3: 6,779 shares; 2025Q4: 8,286 shares; 2026Q1: 8,533 shares; 2026Q2: 9,740 shares; 2026Q3: 49,489 shares 49,489 $10.3M 0.07% +39,749 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; 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; 2026Q3: 219,919 shares 219,919 $10.3M 0.07% +13,008 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 49,360 shares 49,360 $10.2M 0.07% -3,506 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,756 shares; 2025Q1: 35,062 shares; 2025Q2: 31,343 shares; 2025Q3: 25,591 shares; 2025Q4: 51,268 shares; 2026Q1: 25,005 shares; 2026Q2: 24,689 shares; 2026Q3: 70,582 shares 70,582 $10.2M 0.07% +45,893 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; 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; 2026Q3: 57,318 shares 57,318 $10.2M 0.07% +12,626 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,838 shares; 2025Q1: 10,764 shares; 2025Q2: 12,355 shares; 2025Q3: 12,783 shares; 2025Q4: 20,122 shares; 2026Q1: 21,857 shares; 2026Q2: 21,474 shares; 2026Q3: 104,132 shares 104,132 $10.1M 0.07% +82,658 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,039 shares; 2026Q3: 118,184 shares 118,184 $10.1M 0.07% +31,145 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,577 shares 31,577 $10M 0.07% -9,857 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 358,065 shares; 2026Q3: 437,755 shares 437,755 $10M 0.07% +79,690 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; 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; 2026Q3: 36,802 shares 36,802 $10M 0.07% +1,351 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; 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; 2026Q3: 136,783 shares 136,783 $9.94M 0.07% +37,121 Timeline PWV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,321 shares; 2026Q1: 6,321 shares; 2026Q2: 5,937 shares; 2026Q3: 130,165 shares 130,165 $9.93M 0.07% +124,228 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; 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; 2026Q3: 230,303 shares 230,303 $9.89M 0.07% +20,087 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; 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; 2026Q3: 49,172 shares 49,172 $9.87M 0.07% +17,590 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; 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; 2026Q3: 302,264 shares 302,264 $9.85M 0.07% -4,016 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; 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; 2026Q3: 50,841 shares 50,841 $9.82M 0.07% +6,743 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 446,787 shares 446,787 $9.77M 0.07% -167,038 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 119,284 shares 119,284 $9.73M 0.07% +30,106 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; 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; 2026Q3: 567,955 shares 567,955 $9.68M 0.07% -295,009 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; 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; 2026Q3: 485,331 shares 485,331 $9.58M 0.07% +76,188 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 74,541 shares 74,541 $9.55M 0.07% -113,897 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,914 shares 33,914 $9.53M 0.07% new 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; 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; 2026Q3: 104,362 shares 104,362 $9.53M 0.07% +14,603 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; 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; 2026Q3: 255,692 shares 255,692 $9.47M 0.07% +26,125 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 58,939 shares 58,939 $9.45M 0.07% +805 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,385 shares 31,385 $9.42M 0.07% +5,288 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 63,358 shares 63,358 $9.4M 0.07% +20,280 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; 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; 2026Q3: 472,212 shares 472,212 $9.34M 0.06% +112,133 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; 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; 2026Q3: 228,220 shares 228,220 $9.17M 0.06% +13,347 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 176,163 shares 176,163 $9.14M 0.06% -4,658 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; 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; 2026Q3: 44,034 shares 44,034 $8.98M 0.06% +1,302 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,460 shares 8,460 $8.95M 0.06% -310 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,424 shares 23,424 $8.95M 0.06% +1,912 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; 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; 2026Q3: 140,615 shares 140,615 $8.94M 0.06% -7,890 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,520 shares 53,520 $8.9M 0.06% +13,924 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 536 shares; 2025Q1: 523 shares; 2025Q2: 11,431 shares; 2025Q3: 12,573 shares; 2025Q4: 21,050 shares; 2026Q1: 21,599 shares; 2026Q2: 23,287 shares; 2026Q3: 103,675 shares 103,675 $8.85M 0.06% +80,388 Timeline AVXC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,845 shares; 2026Q3: 107,761 shares 107,761 $8.85M 0.06% +94,916 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 82,869 shares 82,869 $8.77M 0.06% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 334,825 shares; 2026Q3: 362,625 shares 362,625 $8.75M 0.06% +27,800 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,129 shares; 2026Q1: 12,996 shares; 2026Q2: 19,582 shares; 2026Q3: 37,438 shares 37,438 $8.74M 0.06% +17,856 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; 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; 2026Q3: 117,465 shares 117,465 $8.65M 0.06% +21,536 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; 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; 2026Q3: 27,841 shares 27,841 $8.6M 0.06% +2,373 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,689 shares; 2025Q3: 13,565 shares; 2025Q4: 14,169 shares; 2026Q1: 24,022 shares; 2026Q2: 25,809 shares; 2026Q3: 174,777 shares 174,777 $8.6M 0.06% +148,968 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; 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; 2026Q3: 196,646 shares 196,646 $8.58M 0.06% +65,189 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; 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; 2026Q3: 25,981 shares 25,981 $8.57M 0.06% -17,444 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; 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; 2026Q3: 197,789 shares 197,789 $8.56M 0.06% +25,421 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; 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; 2026Q3: 257,683 shares 257,683 $8.55M 0.06% +56,090 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 95,435 shares 95,435 $8.52M 0.06% -92,523 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,186 shares; 2025Q1: 6,236 shares; 2025Q2: 14,668 shares; 2025Q3: 10,727 shares; 2025Q4: 24,035 shares; 2026Q1: 27,643 shares; 2026Q2: 24,085 shares; 2026Q3: 99,333 shares 99,333 $8.48M 0.06% +75,248 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; 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; 2026Q3: 121,635 shares 121,635 $8.48M 0.06% -238,095 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,302 shares; 2026Q2: 125,567 shares; 2026Q3: 173,063 shares 173,063 $8.47M 0.06% +47,496 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 100,157 shares 100,157 $8.44M 0.06% +51,294 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 220,450 shares 220,450 $8.39M 0.06% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 130,088 shares 130,088 $8.35M 0.06% +21,826 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 173,027 shares 173,027 $8.33M 0.06% new 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; 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; 2026Q3: 80,694 shares 80,694 $8.32M 0.06% +17,128 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; 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; 2026Q3: 434,326 shares 434,326 $8.3M 0.06% +24,295 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,996 shares; 2026Q3: 68,294 shares 68,294 $8.28M 0.06% +66,298 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; 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; 2026Q3: 80,090 shares 80,090 $8.27M 0.06% +21,297 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 127,924 shares 127,924 $8.25M 0.06% new Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 121,189 shares 121,189 $8.22M 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330,491 shares; 2026Q3: 334,830 shares 334,830 $8.22M 0.06% +4,339 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 44,402 shares 44,402 $8.17M 0.06% -8,251 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; 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; 2026Q3: 196,670 shares 196,670 $8.17M 0.06% +64,291 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192,157 shares; 2026Q2: 162,601 shares; 2026Q3: 176,874 shares 176,874 $8.14M 0.06% +14,273 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114,487 shares; 2026Q3: 241,329 shares 241,329 $8.13M 0.06% +126,842 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,946 shares; 2026Q3: 201,833 shares 201,833 $8.11M 0.06% +181,887 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,153 shares; 2026Q1: 83,857 shares; 2026Q2: 90,868 shares; 2026Q3: 117,718 shares 117,718 $8.06M 0.06% +26,850 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,091 shares; 2025Q3: 25,652 shares; 2025Q4: 28,820 shares; 2026Q1: 22,446 shares; 2026Q2: 23,228 shares; 2026Q3: 112,379 shares 112,379 $8.06M 0.06% +89,151 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,703 shares; 2025Q1: 11,497 shares; 2025Q2: 11,691 shares; 2025Q3: 11,868 shares; 2025Q4: 19,745 shares; 2026Q1: 14,371 shares; 2026Q2: 14,930 shares; 2026Q3: 58,097 shares 58,097 $8M 0.06% +43,167 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; 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; 2026Q3: 19,674 shares 19,674 $8M 0.06% -5,965 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; 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; 2026Q3: 134,268 shares 134,268 $7.99M 0.06% +4,639 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; 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; 2026Q3: 96,311 shares 96,311 $7.99M 0.06% +22,013 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,922 shares; 2025Q4: 21,560 shares; 2026Q1: 14,334 shares; 2026Q2: 13,986 shares; 2026Q3: 108,161 shares 108,161 $7.98M 0.06% +94,175 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 163,337 shares 163,337 $7.96M 0.06% +48,921 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,792 shares; 2026Q2: 48,959 shares; 2026Q3: 83,410 shares 83,410 $7.94M 0.06% +34,451 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,741 shares; 2026Q1: 26,808 shares; 2026Q2: 26,373 shares; 2026Q3: 31,617 shares 31,617 $7.83M 0.05% +5,244 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; 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; 2026Q3: 67,390 shares 67,390 $7.82M 0.05% +1,690 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; 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; 2026Q3: 28,054 shares 28,054 $7.81M 0.05% -1,547 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,336 shares; 2026Q1: 236,282 shares; 2026Q2: 240,180 shares; 2026Q3: 260,801 shares 260,801 $7.74M 0.05% +20,621 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 107,727 shares 107,727 $7.71M 0.05% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 85,937 shares 85,937 $7.69M 0.05% +35,401 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 75,412 shares 75,412 $7.62M 0.05% +12,670 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; 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; 2026Q3: 154,656 shares 154,656 $7.6M 0.05% +38,939 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; 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; 2026Q3: 63,878 shares 63,878 $7.58M 0.05% +11,261 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343,567 shares; 2026Q3: 357,098 shares 357,098 $7.55M 0.05% +13,531 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; 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; 2026Q3: 144,135 shares 144,135 $7.55M 0.05% +13,270 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,605 shares 14,605 $7.54M 0.05% +519 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; 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; 2026Q3: 71,304 shares 71,304 $7.54M 0.05% -3,186 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,514 shares; 2025Q1: 7,680 shares; 2025Q2: 9,248 shares; 2025Q3: 8,787 shares; 2025Q4: 11,948 shares; 2026Q1: 12,238 shares; 2026Q2: 13,880 shares; 2026Q3: 27,869 shares 27,869 $7.49M 0.05% +13,989 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,020 shares; 2025Q1: 37,351 shares; 2025Q2: 44,251 shares; 2025Q3: 45,572 shares; 2025Q4: 49,521 shares; 2026Q1: 54,673 shares; 2026Q2: 70,943 shares; 2026Q3: 143,629 shares 143,629 $7.45M 0.05% +72,686 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; 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; 2026Q3: 73,492 shares 73,492 $7.44M 0.05% +16,773 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,544 shares; 2025Q1: 7,081 shares; 2025Q2: 6,766 shares; 2025Q3: 6,886 shares; 2025Q4: 7,848 shares; 2026Q1: 8,376 shares; 2026Q2: 9,865 shares; 2026Q3: 19,141 shares 19,141 $7.42M 0.05% +9,276 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; 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; 2026Q3: 265,154 shares 265,154 $7.38M 0.05% +59,177 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; 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; 2026Q3: 7,639 shares 7,639 $7.3M 0.05% +307 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; 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; 2026Q3: 449,745 shares 449,745 $7.29M 0.05% +1,068 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; 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; 2026Q3: 264,084 shares 264,084 $7.25M 0.05% +84,040 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; 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; 2026Q3: 11,017 shares 11,017 $7.23M 0.05% +4,295 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,063 shares 15,063 $7.15M 0.05% +84 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 82,691 shares 82,691 $7.14M 0.05% +16,197 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174,490 shares; 2026Q3: 238,166 shares 238,166 $7.11M 0.05% +63,676 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; 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; 2026Q3: 183,343 shares 183,343 $7.07M 0.05% +21 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; 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; 2026Q3: 200,298 shares 200,298 $6.97M 0.05% +11,217 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,203 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,235 shares; 2025Q4: 5,510 shares; 2026Q1: 6,203 shares; 2026Q2: 6,808 shares; 2026Q3: 36,611 shares 36,611 $6.93M 0.05% +29,803 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,100 shares 31,100 $6.9M 0.05% +9,279 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; 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; 2026Q3: 46,812 shares 46,812 $6.86M 0.05% +19,543 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 213 shares; 2025Q1: 238 shares; 2025Q2: 280 shares; 2025Q3: 295 shares; 2025Q4: 564 shares; 2026Q1: 676 shares; 2026Q2: 2,840 shares; 2026Q3: 2,413 shares 2,413 $6.83M 0.05% -427 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,294 shares; 2026Q3: 51,854 shares 51,854 $6.82M 0.05% -12,440 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; 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; 2026Q3: 122,655 shares 122,655 $6.79M 0.05% +32,118 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; 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; 2026Q3: 14,907 shares 14,907 $6.77M 0.05% -1,626 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 60,352 shares 60,352 $6.75M 0.05% -9,382 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 75,261 shares 75,261 $6.74M 0.05% -30,143 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; 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; 2026Q3: 152,771 shares 152,771 $6.72M 0.05% +15,970 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; 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; 2026Q3: 382,705 shares 382,705 $6.7M 0.05% +37,757 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 316,874 shares; 2026Q3: 331,574 shares 331,574 $6.65M 0.05% +14,700 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,745 shares; 2026Q1: 59,600 shares; 2026Q2: 59,166 shares; 2026Q3: 50,241 shares 50,241 $6.62M 0.05% -8,925 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 48,046 shares 48,046 $6.61M 0.05% +11,151 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 69,122 shares 69,122 $6.57M 0.05% +11,537 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; 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; 2026Q3: 183,641 shares 183,641 $6.54M 0.05% +31,569 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,879 shares; 2026Q3: 17,268 shares 17,268 $6.53M 0.05% +13,389 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 49,919 shares 49,919 $6.48M 0.04% +4,099 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; 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; 2026Q3: 227,452 shares 227,452 $6.48M 0.04% -224,225 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,602 shares; 2025Q1: 5,305 shares; 2025Q2: 5,927 shares; 2025Q3: 5,927 shares; 2025Q4: 7,569 shares; 2026Q1: 7,436 shares; 2026Q2: 7,889 shares; 2026Q3: 18,097 shares 18,097 $6.45M 0.04% +10,208 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,911 shares; 2025Q4: 6,722 shares; 2026Q1: 8,509 shares; 2026Q2: 7,639 shares; 2026Q3: 15,609 shares 15,609 $6.45M 0.04% +7,970 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; 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; 2026Q3: 14,428 shares 14,428 $6.43M 0.04% -819 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; 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; 2026Q3: 117,687 shares 117,687 $6.42M 0.04% +14,910 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,377 shares 30,377 $6.4M 0.04% -11,522 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; 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; 2026Q3: 74,768 shares 74,768 $6.38M 0.04% +26,701 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; 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; 2026Q3: 135,367 shares 135,367 $6.31M 0.04% +11,196 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,572 shares; 2025Q1: 19,778 shares; 2025Q2: 21,084 shares; 2025Q3: 21,284 shares; 2025Q4: 34,852 shares; 2026Q1: 29,089 shares; 2026Q2: 30,458 shares; 2026Q3: 151,548 shares 151,548 $6.31M 0.04% +121,090 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; 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; 2026Q3: 250,383 shares 250,383 $6.27M 0.04% +20,682 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,220 shares; 2025Q1: 22,590 shares; 2025Q2: 25,387 shares; 2025Q3: 24,952 shares; 2025Q4: 26,955 shares; 2026Q1: 25,516 shares; 2026Q2: 24,130 shares; 2026Q3: 63,415 shares 63,415 $6.25M 0.04% +39,285 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,622 shares; 2026Q3: 29,356 shares 29,356 $6.19M 0.04% -1,266 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; 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; 2026Q3: 140,238 shares 140,238 $6.18M 0.04% -737 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 252,548 shares; 2026Q3: 255,472 shares 255,472 $6.15M 0.04% +2,924 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; 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; 2026Q3: 16,882 shares 16,882 $6.13M 0.04% -1,030 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; 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; 2026Q3: 61,647 shares 61,647 $6.12M 0.04% -3,532 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,243 shares; 2025Q1: 4,656 shares; 2025Q2: 9,423 shares; 2025Q3: 5,958 shares; 2025Q4: 13,094 shares; 2026Q1: 5,168 shares; 2026Q2: 3,982 shares; 2026Q3: 25,493 shares 25,493 $6.12M 0.04% +21,511 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 66,340 shares 66,340 $6.11M 0.04% -29,263 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; 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; 2026Q3: 149,890 shares 149,890 $6.08M 0.04% +298 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247,004 shares; 2026Q3: 247,069 shares 247,069 $6.05M 0.04% +65 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; 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; 2026Q3: 122,995 shares 122,995 $6.03M 0.04% -160,620 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,347 shares 35,347 $5.98M 0.04% -24,151 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,194 shares 39,194 $5.96M 0.04% +6,617 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,633 shares; 2025Q2: 3,455 shares; 2025Q3: 3,364 shares; 2025Q4: 3,682 shares; 2026Q1: 4,428 shares; 2026Q2: 4,932 shares; 2026Q3: 38,544 shares 38,544 $5.96M 0.04% +33,612 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,347 shares; 2025Q1: 2,045 shares; 2025Q2: 1,964 shares; 2025Q3: 1,988 shares; 2025Q4: 3,031 shares; 2026Q1: 4,201 shares; 2026Q2: 4,368 shares; 2026Q3: 9,779 shares 9,779 $5.95M 0.04% +5,411 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; 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; 2026Q3: 11,317 shares 11,317 $5.92M 0.04% +1,172 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,836 shares; 2025Q1: 7,840 shares; 2025Q2: 7,786 shares; 2025Q3: 7,486 shares; 2025Q4: 11,502 shares; 2026Q1: 11,061 shares; 2026Q2: 10,526 shares; 2026Q3: 20,177 shares 20,177 $5.82M 0.04% +9,651 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,691 shares 19,691 $5.81M 0.04% +1,615 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; 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; 2026Q3: 232,063 shares 232,063 $5.8M 0.04% +28,575 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; 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; 2026Q3: 74,395 shares 74,395 $5.79M 0.04% -1,607 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,969 shares; 2025Q1: 7,605 shares; 2025Q2: 14,473 shares; 2025Q3: 14,566 shares; 2025Q4: 22,827 shares; 2026Q1: 26,665 shares; 2026Q2: 25,458 shares; 2026Q3: 36,362 shares 36,362 $5.75M 0.04% +10,904 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,465 shares; 2025Q1: 5,554 shares; 2025Q2: 9,411 shares; 2025Q3: 6,381 shares; 2025Q4: 9,566 shares; 2026Q1: 7,739 shares; 2026Q2: 3,770 shares; 2026Q3: 37,477 shares 37,477 $5.74M 0.04% +33,707 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,381 shares; 2025Q1: 9,818 shares; 2025Q2: 10,009 shares; 2025Q3: 9,523 shares; 2025Q4: 16,903 shares; 2026Q1: 16,578 shares; 2026Q2: 17,128 shares; 2026Q3: 123,282 shares 123,282 $5.73M 0.04% +106,154 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; 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; 2026Q3: 190,188 shares 190,188 $5.71M 0.04% -11,815 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,539 shares; 2026Q1: 38,585 shares; 2026Q2: 75,960 shares; 2026Q3: 88,921 shares 88,921 $5.61M 0.04% +12,961 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,356 shares; 2026Q2: 12,764 shares; 2026Q3: 58,833 shares 58,833 $5.59M 0.04% +46,069 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; 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; 2026Q3: 34,256 shares 34,256 $5.59M 0.04% +852 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; 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; 2026Q3: 15,778 shares 15,778 $5.55M 0.04% +3,669 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,260 shares; 2026Q2: 128,974 shares; 2026Q3: 153,987 shares 153,987 $5.54M 0.04% +25,013 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: 1,746 shares; 2025Q3: 1,594 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares; 2026Q2: 1,965 shares; 2026Q3: 20,339 shares 20,339 $5.54M 0.04% +18,374 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,032 shares 16,032 $5.44M 0.04% -1,187 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 57,612 shares 57,612 $5.42M 0.04% +4,978 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; 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; 2026Q3: 136,028 shares 136,028 $5.41M 0.04% +26,564 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,382 shares; 2026Q2: 15,200 shares; 2026Q3: 79,528 shares 79,528 $5.4M 0.04% +64,328 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,779 shares; 2025Q1: 8,407 shares; 2025Q2: 8,890 shares; 2025Q3: 8,345 shares; 2025Q4: 10,320 shares; 2026Q1: 12,013 shares; 2026Q2: 11,647 shares; 2026Q3: 24,168 shares 24,168 $5.38M 0.04% +12,521 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; 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; 2026Q3: 238,042 shares 238,042 $5.38M 0.04% -29,310 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; 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; 2026Q3: 56,954 shares 56,954 $5.37M 0.04% -35,160 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; 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; 2026Q3: 102,829 shares 102,829 $5.32M 0.04% +1,975 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; 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; 2026Q3: 105,607 shares 105,607 $5.3M 0.04% +22,420 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; 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; 2026Q3: 20,606 shares 20,606 $5.3M 0.04% -4,788 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; 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; 2026Q3: 14,498 shares 14,498 $5.28M 0.04% -8,547 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; 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; 2026Q3: 27,255 shares 27,255 $5.27M 0.04% -12,628 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; 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; 2026Q3: 13,229 shares 13,229 $5.22M 0.04% -1,619 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; 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; 2026Q3: 245,380 shares 245,380 $5.19M 0.04% +13,402 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; 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; 2026Q3: 213,231 shares 213,231 $5.19M 0.04% -60,819 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; 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; 2026Q3: 96,468 shares 96,468 $5.19M 0.04% +3,605 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; 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; 2026Q3: 167,414 shares 167,414 $5.18M 0.04% +1,789 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; 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; 2026Q3: 116,432 shares 116,432 $5.18M 0.04% +21,164 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 32,190 shares 32,190 $5.17M 0.04% +4,672 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; 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; 2026Q3: 16,367 shares 16,367 $5.17M 0.04% +2,568 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,353 shares; 2026Q2: 29,072 shares; 2026Q3: 31,905 shares 31,905 $5.15M 0.04% +2,833 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,819 shares; 2025Q1: 62,729 shares; 2025Q2: 70,214 shares; 2025Q3: 66,724 shares; 2025Q4: 76,863 shares; 2026Q1: 43,038 shares; 2026Q2: 35,104 shares; 2026Q3: 103,159 shares 103,159 $5.14M 0.04% +68,055 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; 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; 2026Q3: 29,842 shares 29,842 $5.14M 0.04% +2,090 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; 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; 2026Q3: 47,239 shares 47,239 $5.13M 0.04% +805 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,792 shares; 2025Q1: 3,682 shares; 2025Q2: 4,198 shares; 2025Q3: 4,656 shares; 2025Q4: 6,080 shares; 2026Q1: 7,971 shares; 2026Q2: 8,488 shares; 2026Q3: 20,162 shares 20,162 $5.12M 0.04% +11,674 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; 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; 2026Q3: 168,706 shares 168,706 $5.09M 0.04% +15,267 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,704 shares; 2025Q1: 26,584 shares; 2025Q2: 23,073 shares; 2025Q3: 23,149 shares; 2025Q4: 30,267 shares; 2026Q1: 32,923 shares; 2026Q2: 45,169 shares; 2026Q3: 93,564 shares 93,564 $5.08M 0.04% +48,395 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,866 shares; 2026Q3: 46,333 shares 46,333 $5.07M 0.04% +1,467 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,214 shares; 2025Q1: 28,729 shares; 2025Q2: 30,853 shares; 2025Q3: 32,947 shares; 2025Q4: 30,472 shares; 2026Q1: 31,126 shares; 2026Q2: 36,478 shares; 2026Q3: 109,579 shares 109,579 $5.07M 0.04% +73,101 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,928 shares; 2026Q3: 101,191 shares 101,191 $5.07M 0.04% +28,263 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; 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; 2026Q3: 61,650 shares 61,650 $5.03M 0.03% +227 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176,204 shares; 2026Q3: 204,839 shares 204,839 $5.03M 0.03% +28,635 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,157 shares; 2025Q1: 2,666 shares; 2025Q2: 2,892 shares; 2025Q3: 2,808 shares; 2025Q4: 4,727 shares; 2026Q1: 2,357 shares; 2026Q2: 3,216 shares; 2026Q3: 26,206 shares 26,206 $4.99M 0.03% +22,990 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 140,820 shares 140,820 $4.99M 0.03% -24,819 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,172 shares; 2025Q2: 1,448 shares; 2025Q3: 1,456 shares; 2025Q4: 2,197 shares; 2026Q1: 1,996 shares; 2026Q2: 2,092 shares; 2026Q3: 12,674 shares 12,674 $4.98M 0.03% +10,582 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; 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; 2026Q3: 25,402 shares 25,402 $4.95M 0.03% +728 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,134 shares; 2025Q1: 304,720 shares; 2025Q2: 283,153 shares; 2025Q3: 224,261 shares; 2025Q4: 229,260 shares; 2026Q1: 92,287 shares; 2026Q2: 89,037 shares; 2026Q3: 115,246 shares 115,246 $4.94M 0.03% +26,209 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,609 shares; 2026Q2: 44,876 shares; 2026Q3: 45,121 shares 45,121 $4.94M 0.03% +245 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; 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; 2026Q3: 241,505 shares 241,505 $4.93M 0.03% +30,770 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; 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; 2026Q3: 54,841 shares 54,841 $4.92M 0.03% +5,752 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,673 shares; 2025Q1: 4,117 shares; 2025Q2: 4,464 shares; 2025Q3: 4,666 shares; 2025Q4: 17,832 shares; 2026Q1: 17,836 shares; 2026Q2: 17,555 shares; 2026Q3: 32,231 shares 32,231 $4.89M 0.03% +14,676 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 106,839 shares 106,839 $4.88M 0.03% -24,613 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; 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; 2026Q3: 15,954 shares 15,954 $4.87M 0.03% -14,129 Timeline SPHD 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; 2024Q4: 4,833 shares; 2025Q1: 23,730 shares; 2025Q2: 33,074 shares; 2025Q3: 25,806 shares; 2025Q4: 23,693 shares; 2026Q1: 24,835 shares; 2026Q2: 23,711 shares; 2026Q3: 100,987 shares 100,987 $4.87M 0.03% +77,276 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 44,173 shares 44,173 $4.84M 0.03% -126,720 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,524 shares; 2025Q1: 8,930 shares; 2025Q2: 8,812 shares; 2025Q3: 8,812 shares; 2025Q4: 14,469 shares; 2026Q1: 15,394 shares; 2026Q2: 20,233 shares; 2026Q3: 61,343 shares 61,343 $4.8M 0.03% +41,110 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,702 shares; 2025Q1: 40,595 shares; 2025Q2: 271,623 shares; 2025Q3: 34,392 shares; 2025Q4: 37,528 shares; 2026Q1: 48,449 shares; 2026Q2: 44,524 shares; 2026Q3: 54,598 shares 54,598 $4.79M 0.03% +10,074 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; 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; 2026Q3: 20,978 shares 20,978 $4.79M 0.03% -3,289 Timeline FDD 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; 2024Q4: 15,057 shares; 2025Q1: 14,429 shares; 2025Q2: 28,514 shares; 2025Q3: 33,085 shares; 2025Q4: 58,551 shares; 2026Q1: 76,095 shares; 2026Q2: 82,864 shares; 2026Q3: 248,730 shares 248,730 $4.78M 0.03% +165,866 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,065 shares 29,065 $4.77M 0.03% -5,917 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; 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; 2026Q3: 36,507 shares 36,507 $4.75M 0.03% +2,442 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 4,664 shares; 2026Q1: 2,935 shares; 2026Q2: 5,498 shares; 2026Q3: 38,909 shares 38,909 $4.72M 0.03% +33,411 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,933 shares; 2025Q1: 11,142 shares; 2025Q2: 12,793 shares; 2025Q3: 14,180 shares; 2025Q4: 24,202 shares; 2026Q1: 21,382 shares; 2026Q2: 17,547 shares; 2026Q3: 27,476 shares 27,476 $4.69M 0.03% +9,929 Timeline