AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,628 shares; 2024Q4: 296,753 shares; 2025Q1: 336,323 shares; 2025Q2: 352,169 shares; 2025Q3: 346,899 shares; 2025Q4: 352,895 shares; 2026Q1: 405,327 shares; 2026Q2: 421,620 shares 421,620 $122M 2.63% +16,293 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,386,634 shares; 2024Q4: 1,449,048 shares; 2025Q1: 1,485,894 shares; 2025Q2: 1,533,577 shares; 2025Q3: 1,522,959 shares; 2025Q4: 1,576,808 shares; 2026Q1: 1,577,008 shares; 2026Q2: 1,590,523 shares 1,590,523 $113M 2.45% +13,515 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449,667 shares; 2024Q4: 447,761 shares; 2025Q1: 461,845 shares; 2025Q2: 462,205 shares; 2025Q3: 470,223 shares; 2025Q4: 498,199 shares; 2026Q1: 502,637 shares; 2026Q2: 511,950 shares 511,950 $112M 2.41% +9,313 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,076 shares; 2024Q4: 187,243 shares; 2025Q1: 184,561 shares; 2025Q2: 190,859 shares; 2025Q3: 189,898 shares; 2025Q4: 191,065 shares; 2026Q1: 190,354 shares; 2026Q2: 1,164,534 shares 1,164,534 $100M 2.16% +974,180 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,252 shares; 2024Q4: 377,837 shares; 2025Q1: 423,623 shares; 2025Q2: 445,824 shares; 2025Q3: 462,190 shares; 2025Q4: 474,970 shares; 2026Q1: 491,489 shares; 2026Q2: 484,553 shares 484,553 $97M 2.09% -6,936 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,416 shares; 2024Q4: 64,467 shares; 2025Q1: 74,323 shares; 2025Q2: 95,014 shares; 2025Q3: 110,146 shares; 2025Q4: 135,561 shares; 2026Q1: 119,934 shares; 2026Q2: 127,697 shares 127,697 $94M 2.03% +7,763 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,396 shares; 2024Q4: 523,039 shares; 2025Q1: 324,769 shares; 2025Q2: 134,997 shares; 2025Q3: 139,909 shares; 2025Q4: 140,715 shares; 2026Q1: 335,348 shares; 2026Q2: 971,513 shares 971,513 $85.4M 1.84% +636,165 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,565 shares; 2024Q4: 377,268 shares; 2025Q1: 764,486 shares; 2025Q2: 751,657 shares; 2025Q3: 705,324 shares; 2025Q4: 772,020 shares; 2026Q1: 835,724 shares; 2026Q2: 905,609 shares 905,609 $83.5M 1.8% +69,885 Timeline VEGA ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365,964 shares; 2024Q4: 1,431,175 shares; 2025Q1: 1,345,182 shares; 2025Q2: 1,334,342 shares; 2025Q3: 1,385,732 shares; 2025Q4: 1,400,039 shares; 2026Q1: 1,494,435 shares; 2026Q2: 1,553,875 shares 1,553,875 $81.7M 1.76% +59,440 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,383 shares; 2024Q4: 87,235 shares; 2025Q1: 83,802 shares; 2025Q2: 78,334 shares; 2025Q3: 82,851 shares; 2025Q4: 85,488 shares; 2026Q1: 101,228 shares; 2026Q2: 100,248 shares 100,248 $74.9M 1.62% -980 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524,147 shares; 2024Q4: 527,255 shares; 2025Q1: 490,839 shares; 2025Q2: 468,852 shares; 2025Q3: 463,167 shares; 2025Q4: 469,836 shares; 2026Q1: 508,502 shares; 2026Q2: 531,981 shares 531,981 $73.2M 1.58% +23,479 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850,295 shares; 2024Q4: 837,517 shares; 2025Q1: 800,227 shares; 2025Q2: 805,218 shares; 2025Q3: 1,012,240 shares; 2025Q4: 1,125,153 shares; 2026Q1: 1,020,235 shares; 2026Q2: 1,005,732 shares 1,005,732 $68.4M 1.48% -14,503 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,708,547 shares; 2026Q2: 1,806,369 shares 1,806,369 $66.1M 1.43% +97,822 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,999 shares; 2024Q4: 24,150 shares; 2025Q1: 44,165 shares; 2025Q2: 55,273 shares; 2025Q3: 59,618 shares; 2025Q4: 81,593 shares; 2026Q1: 82,816 shares; 2026Q2: 90,453 shares 90,453 $62.1M 1.34% +7,637 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,565 shares; 2024Q4: 115,636 shares; 2025Q1: 122,793 shares; 2025Q2: 131,191 shares; 2025Q3: 134,853 shares; 2025Q4: 137,960 shares; 2026Q1: 150,006 shares; 2026Q2: 156,195 shares 156,195 $58.3M 1.26% +6,189 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607,609 shares; 2024Q4: 641,890 shares; 2025Q1: 643,789 shares; 2025Q2: 985,436 shares; 2025Q3: 1,017,488 shares; 2025Q4: 1,071,991 shares; 2026Q1: 1,145,967 shares; 2026Q2: 1,184,598 shares 1,184,598 $57.4M 1.24% +38,631 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,542 shares; 2024Q4: 118,355 shares; 2025Q1: 179,780 shares; 2025Q2: 202,555 shares; 2025Q3: 211,410 shares; 2025Q4: 308,993 shares; 2026Q1: 298,049 shares; 2026Q2: 240,148 shares 240,148 $54.5M 1.18% -57,901 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,799 shares; 2024Q4: 181,991 shares; 2025Q1: 309,751 shares; 2025Q2: 327,670 shares; 2025Q3: 332,657 shares; 2025Q4: 334,483 shares; 2026Q1: 343,877 shares; 2026Q2: 222,823 shares 222,823 $53.1M 1.15% -121,054 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,095 shares; 2024Q4: 114,687 shares; 2025Q1: 136,575 shares; 2025Q2: 142,839 shares; 2025Q3: 134,087 shares; 2025Q4: 136,396 shares; 2026Q1: 141,622 shares; 2026Q2: 138,958 shares 138,958 $49.7M 1.07% -2,664 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,512 shares; 2024Q4: 57,172 shares; 2025Q1: 59,583 shares; 2025Q2: 63,523 shares; 2025Q3: 64,641 shares; 2025Q4: 65,000 shares; 2026Q1: 68,640 shares; 2026Q2: 64,627 shares 64,627 $48.4M 1.04% -4,013 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; 2024Q3: 497,361 shares; 2024Q4: 530,876 shares; 2025Q1: 560,064 shares; 2025Q2: 569,987 shares; 2025Q3: 661,552 shares; 2025Q4: 689,763 shares; 2026Q1: 727,157 shares; 2026Q2: 647,836 shares 647,836 $46.7M 1.01% -79,321 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437,917 shares; 2024Q4: 2,169,590 shares; 2025Q1: 1,051,036 shares; 2025Q2: 955,781 shares; 2025Q3: 971,984 shares; 2025Q4: 974,173 shares; 2026Q1: 1,025,809 shares; 2026Q2: 1,008,288 shares 1,008,288 $46.5M 1% -17,521 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,345 shares; 2024Q4: 106,280 shares; 2025Q1: 110,540 shares; 2025Q2: 116,204 shares; 2025Q3: 112,542 shares; 2025Q4: 110,719 shares; 2026Q1: 114,797 shares; 2026Q2: 115,556 shares 115,556 $43.7M 0.94% +759 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,153 shares; 2024Q4: 181,768 shares; 2025Q1: 181,535 shares; 2025Q2: 190,098 shares; 2025Q3: 197,720 shares; 2025Q4: 202,029 shares; 2026Q1: 1,389,814 shares; 2026Q2: 1,607,356 shares 1,607,356 $36.6M 0.79% +217,542 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476,059 shares; 2024Q4: 921,501 shares; 2025Q1: 650,179 shares; 2025Q2: 699,232 shares; 2025Q3: 856,131 shares; 2025Q4: 841,382 shares; 2026Q1: 874,769 shares; 2026Q2: 993,876 shares 993,876 $36.3M 0.78% +119,107 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,917 shares; 2024Q4: 405,804 shares; 2025Q1: 392,022 shares; 2025Q2: 391,744 shares; 2025Q3: 401,206 shares; 2025Q4: 424,649 shares; 2026Q1: 421,109 shares; 2026Q2: 465,699 shares 465,699 $36.3M 0.78% +44,590 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,075 shares; 2024Q4: 276,422 shares; 2025Q1: 354,027 shares; 2025Q2: 405,076 shares; 2025Q3: 460,701 shares; 2025Q4: 510,565 shares; 2026Q1: 554,831 shares; 2026Q2: 602,634 shares 602,634 $36.2M 0.78% +47,803 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,337 shares; 2024Q4: 28,718 shares; 2025Q1: 29,796 shares; 2025Q2: 31,595 shares; 2025Q3: 613,270 shares; 2025Q4: 609,058 shares; 2026Q1: 649,295 shares; 2026Q2: 714,426 shares 714,426 $35.1M 0.76% +65,131 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,275 shares; 2024Q4: 102,723 shares; 2025Q1: 98,162 shares; 2025Q2: 102,180 shares; 2025Q3: 104,314 shares; 2025Q4: 116,804 shares; 2026Q1: 115,857 shares; 2026Q2: 114,328 shares 114,328 $34.7M 0.75% -1,529 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,453 shares; 2024Q4: 491,996 shares; 2025Q1: 496,050 shares; 2025Q2: 516,560 shares; 2025Q3: 522,558 shares; 2025Q4: 559,789 shares; 2026Q1: 561,579 shares; 2026Q2: 576,953 shares 576,953 $34.4M 0.74% +15,374 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344,995 shares; 2025Q3: 695,187 shares; 2025Q4: 752,544 shares; 2026Q1: 809,890 shares; 2026Q2: 625,253 shares 625,253 $33M 0.71% -184,637 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,067 shares; 2024Q4: 43,585 shares; 2025Q1: 51,578 shares; 2025Q2: 56,377 shares; 2025Q3: 59,453 shares; 2025Q4: 61,932 shares; 2026Q1: 61,765 shares; 2026Q2: 65,823 shares 65,823 $27.7M 0.6% +4,058 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,773 shares; 2024Q4: 30,004 shares; 2025Q1: 35,097 shares; 2025Q2: 37,654 shares; 2025Q3: 41,927 shares; 2025Q4: 44,681 shares; 2026Q1: 44,226 shares; 2026Q2: 47,158 shares 47,158 $26.6M 0.57% +2,932 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,536 shares; 2024Q4: 44,399 shares; 2025Q1: 47,451 shares; 2025Q2: 63,330 shares; 2025Q3: 53,307 shares; 2025Q4: 58,381 shares; 2026Q1: 61,143 shares; 2026Q2: 64,390 shares 64,390 $23.8M 0.51% +3,247 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 127,131 shares; 2025Q1: 119,058 shares; 2025Q2: 124,805 shares; 2025Q3: 120,346 shares; 2025Q4: 170,165 shares; 2026Q1: 185,380 shares; 2026Q2: 144,435 shares 144,435 $23.3M 0.5% -40,945 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,811 shares; 2025Q3: 59,067 shares; 2025Q4: 154,762 shares; 2026Q1: 254,057 shares; 2026Q2: 304,976 shares 304,976 $23.1M 0.5% +50,919 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,825 shares; 2024Q4: 176,536 shares; 2025Q1: 183,564 shares; 2025Q2: 168,396 shares; 2025Q3: 137,058 shares; 2025Q4: 218,088 shares; 2026Q1: 303,364 shares; 2026Q2: 439,192 shares 439,192 $22.2M 0.48% +135,828 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,865 shares; 2024Q4: 19,536 shares; 2025Q1: 212,428 shares; 2025Q2: 238,638 shares; 2025Q3: 247,248 shares; 2025Q4: 195,895 shares; 2026Q1: 198,794 shares; 2026Q2: 220,524 shares 220,524 $22.1M 0.48% +21,730 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,369 shares; 2024Q4: not reported; 2025Q1: 4,503 shares; 2025Q2: not reported; 2025Q3: 163,844 shares; 2025Q4: 194,061 shares; 2026Q1: 292,228 shares; 2026Q2: 365,846 shares 365,846 $21.8M 0.47% +73,618 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,022 shares; 2024Q4: 94,540 shares; 2025Q1: 94,870 shares; 2025Q2: 95,162 shares; 2025Q3: 96,476 shares; 2025Q4: 97,097 shares; 2026Q1: 97,742 shares; 2026Q2: 92,269 shares 92,269 $21.8M 0.47% -5,473 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,432 shares; 2024Q4: 332,871 shares; 2025Q1: 343,783 shares; 2025Q2: 355,342 shares; 2025Q3: 358,241 shares; 2025Q4: 381,034 shares; 2026Q1: 427,520 shares; 2026Q2: 464,458 shares 464,458 $21.7M 0.47% +36,938 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,470 shares; 2024Q4: 185,538 shares; 2025Q1: 185,038 shares; 2025Q2: 188,467 shares; 2025Q3: 190,370 shares; 2025Q4: 208,267 shares; 2026Q1: 210,031 shares; 2026Q2: 222,806 shares 222,806 $21.5M 0.46% +12,775 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,287 shares; 2024Q4: 111,805 shares; 2025Q1: 106,820 shares; 2025Q2: 116,818 shares; 2025Q3: 85,171 shares; 2025Q4: 93,945 shares; 2026Q1: 85,725 shares; 2026Q2: 133,987 shares 133,987 $21.2M 0.46% +48,262 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,231 shares; 2024Q4: 15,383 shares; 2025Q1: 15,842 shares; 2025Q2: 15,518 shares; 2025Q3: 14,615 shares; 2025Q4: 22,369 shares; 2026Q1: 17,994 shares; 2026Q2: 18,248 shares 18,248 $21.1M 0.45% +254 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 748,336 shares 748,336 $21M 0.45% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419,750 shares; 2026Q2: 407,129 shares 407,129 $20.5M 0.44% -12,621 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,416 shares; 2024Q4: 9,899 shares; 2025Q1: 12,755 shares; 2025Q2: 13,819 shares; 2025Q3: 14,631 shares; 2025Q4: 14,288 shares; 2026Q1: 17,320 shares; 2026Q2: 17,036 shares 17,036 $20.4M 0.44% -284 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,730 shares; 2024Q4: 221,988 shares; 2025Q1: 231,119 shares; 2025Q2: 224,940 shares; 2025Q3: 218,111 shares; 2025Q4: 231,252 shares; 2026Q1: 239,367 shares; 2026Q2: 257,806 shares 257,806 $19.8M 0.43% +18,439 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,845 shares; 2024Q4: 515,959 shares; 2025Q1: 536,343 shares; 2025Q2: 573,215 shares; 2025Q3: 462,200 shares; 2025Q4: 559,013 shares; 2026Q1: 773,540 shares; 2026Q2: 744,439 shares 744,439 $19.7M 0.43% -29,101 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,242 shares; 2024Q4: 367,812 shares; 2025Q1: 359,654 shares; 2025Q2: 376,252 shares; 2025Q3: 401,920 shares; 2025Q4: 407,624 shares; 2026Q1: 372,944 shares; 2026Q2: 374,859 shares 374,859 $19.6M 0.42% +1,915 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,229 shares; 2025Q2: 540,740 shares; 2025Q3: 567,118 shares; 2025Q4: 586,877 shares; 2026Q1: 641,918 shares; 2026Q2: 443,334 shares 443,334 $19.1M 0.41% -198,584 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,122 shares; 2024Q4: 46,450 shares; 2025Q1: 51,955 shares; 2025Q2: 54,342 shares; 2025Q3: 36,622 shares; 2025Q4: 37,010 shares; 2026Q1: 38,275 shares; 2026Q2: 36,565 shares 36,565 $18.3M 0.39% -1,710 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,288 shares; 2024Q4: 22,487 shares; 2025Q1: 31,013 shares; 2025Q2: 35,272 shares; 2025Q3: 34,529 shares; 2025Q4: 32,679 shares; 2026Q1: 47,832 shares; 2026Q2: 48,079 shares 48,079 $17M 0.37% +247 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,156 shares; 2024Q4: 37,983 shares; 2025Q1: 37,762 shares; 2025Q2: 39,334 shares; 2025Q3: 112,073 shares; 2025Q4: 137,429 shares; 2026Q1: 167,248 shares; 2026Q2: 176,783 shares 176,783 $16.5M 0.36% +9,535 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,664 shares; 2024Q4: 20,438 shares; 2025Q1: 20,379 shares; 2025Q2: 22,395 shares; 2025Q3: 22,142 shares; 2025Q4: 21,099 shares; 2026Q1: 22,817 shares; 2026Q2: 27,494 shares 27,494 $16M 0.34% +4,677 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,990 shares; 2024Q4: 245,059 shares; 2025Q1: 230,827 shares; 2025Q2: 178,643 shares; 2025Q3: 184,356 shares; 2025Q4: 197,204 shares; 2026Q1: 202,610 shares; 2026Q2: 224,084 shares 224,084 $15.4M 0.33% +21,474 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,210 shares; 2024Q4: 41,425 shares; 2025Q1: 40,180 shares; 2025Q2: 53,680 shares; 2025Q3: 52,230 shares; 2025Q4: 448,425 shares; 2026Q1: 476,200 shares; 2026Q2: 635,300 shares 635,300 $14.5M 0.31% +159,100 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,716 shares; 2024Q4: 166,489 shares; 2025Q1: 218,567 shares; 2025Q2: 368,818 shares; 2025Q3: 464,357 shares; 2025Q4: 614,517 shares; 2026Q1: 351,811 shares; 2026Q2: 150,123 shares 150,123 $14.5M 0.31% -201,688 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,066 shares; 2024Q4: 75,844 shares; 2025Q1: 73,207 shares; 2025Q2: 72,708 shares; 2025Q3: 71,117 shares; 2025Q4: 75,706 shares; 2026Q1: 81,578 shares; 2026Q2: 86,749 shares 86,749 $14.3M 0.31% +5,171 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,534 shares; 2024Q4: 110,167 shares; 2025Q1: 112,949 shares; 2025Q2: 102,788 shares; 2025Q3: 99,781 shares; 2025Q4: 103,113 shares; 2026Q1: 107,105 shares; 2026Q2: 104,930 shares 104,930 $14.1M 0.31% -2,175 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,840 shares; 2024Q4: 155,564 shares; 2025Q1: 191,753 shares; 2025Q2: 211,407 shares; 2025Q3: 226,184 shares; 2025Q4: 249,161 shares; 2026Q1: 174,791 shares; 2026Q2: 182,391 shares 182,391 $13.1M 0.28% +7,600 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,286 shares; 2024Q4: 186,370 shares; 2025Q1: 226,418 shares; 2025Q2: 235,633 shares; 2025Q3: 342,125 shares; 2025Q4: 345,912 shares; 2026Q1: 348,696 shares; 2026Q2: 292,250 shares 292,250 $13M 0.28% -56,446 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,150 shares; 2024Q4: 36,229 shares; 2025Q1: 35,111 shares; 2025Q2: 31,574 shares; 2025Q3: 36,636 shares; 2025Q4: 37,978 shares; 2026Q1: 19,949 shares; 2026Q2: 19,522 shares 19,522 $12.8M 0.28% -427 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,861 shares; 2025Q3: 157,024 shares; 2025Q4: 268,248 shares; 2026Q1: 323,140 shares; 2026Q2: 492,181 shares 492,181 $12.6M 0.27% +169,041 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,029 shares; 2024Q4: 56,192 shares; 2025Q1: 73,951 shares; 2025Q2: 55,920 shares; 2025Q3: 50,502 shares; 2025Q4: 37,718 shares; 2026Q1: 61,523 shares; 2026Q2: 58,130 shares 58,130 $12.4M 0.27% -3,393 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,483 shares; 2024Q4: 11,271 shares; 2025Q1: 11,514 shares; 2025Q2: 14,839 shares; 2025Q3: 16,349 shares; 2025Q4: 16,282 shares; 2026Q1: 108,371 shares; 2026Q2: 122,775 shares 122,775 $12.3M 0.27% +14,404 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,350 shares; 2025Q2: 34,657 shares; 2025Q3: 285,333 shares; 2025Q4: 331,009 shares; 2026Q1: 408,952 shares; 2026Q2: 431,458 shares 431,458 $12.1M 0.26% +22,506 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,121 shares; 2024Q4: 4,967 shares; 2025Q1: 11,137 shares; 2025Q2: 12,336 shares; 2025Q3: 12,482 shares; 2025Q4: 23,297 shares; 2026Q1: 24,857 shares; 2026Q2: 39,217 shares 39,217 $11.9M 0.26% +14,360 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,215 shares; 2024Q4: 150,354 shares; 2025Q1: 263,265 shares; 2025Q2: 259,911 shares; 2025Q3: 328,559 shares; 2025Q4: 303,238 shares; 2026Q1: 151,302 shares; 2026Q2: 156,405 shares 156,405 $11.8M 0.25% +5,103 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,526 shares; 2024Q4: 40,505 shares; 2025Q1: 42,217 shares; 2025Q2: 44,453 shares; 2025Q3: 46,005 shares; 2025Q4: 45,844 shares; 2026Q1: 44,881 shares; 2026Q2: 46,488 shares 46,488 $11.7M 0.25% +1,607 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,999 shares; 2024Q4: 11,617 shares; 2025Q1: 17,058 shares; 2025Q2: 18,389 shares; 2025Q3: 19,412 shares; 2025Q4: 19,530 shares; 2026Q1: 12,943 shares; 2026Q2: 12,059 shares 12,059 $11.6M 0.25% -884 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,591 shares; 2024Q4: 18,027 shares; 2025Q1: 25,478 shares; 2025Q2: 25,366 shares; 2025Q3: 33,001 shares; 2025Q4: 34,491 shares; 2026Q1: 52,743 shares; 2026Q2: 55,217 shares 55,217 $11.5M 0.25% +2,474 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,891 shares; 2024Q4: 147,065 shares; 2025Q1: 127,089 shares; 2025Q2: 128,649 shares; 2025Q3: 145,668 shares; 2025Q4: 168,094 shares; 2026Q1: 170,330 shares; 2026Q2: 227,230 shares 227,230 $11.5M 0.25% +56,900 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,822 shares; 2024Q4: 226,142 shares; 2025Q1: 190,370 shares; 2025Q2: 215,174 shares; 2025Q3: 226,257 shares; 2025Q4: 215,423 shares; 2026Q1: 225,098 shares; 2026Q2: 201,798 shares 201,798 $11.4M 0.25% -23,300 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,436 shares; 2024Q4: 112,482 shares; 2025Q1: 47,388 shares; 2025Q2: 39,453 shares; 2025Q3: 50,727 shares; 2025Q4: 169,788 shares; 2026Q1: 380,606 shares; 2026Q2: 212,119 shares 212,119 $11.3M 0.24% -168,487 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,259 shares; 2024Q4: 43,096 shares; 2025Q1: 50,937 shares; 2025Q2: 149,368 shares; 2025Q3: 158,965 shares; 2025Q4: 166,153 shares; 2026Q1: 169,527 shares; 2026Q2: 191,398 shares 191,398 $11.1M 0.24% +21,871 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,130 shares; 2024Q4: 8,170 shares; 2025Q1: 9,192 shares; 2025Q2: 11,070 shares; 2025Q3: 11,008 shares; 2025Q4: 10,889 shares; 2026Q1: 11,668 shares; 2026Q2: 10,352 shares 10,352 $11M 0.24% -1,316 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,527 shares; 2024Q4: 159,204 shares; 2025Q1: 327,630 shares; 2025Q2: 372,755 shares; 2025Q3: 392,680 shares; 2025Q4: 405,595 shares; 2026Q1: 411,647 shares; 2026Q2: 244,611 shares 244,611 $10.9M 0.24% -167,036 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,558 shares; 2024Q4: 86,375 shares; 2025Q1: 88,722 shares; 2025Q2: 90,969 shares; 2025Q3: 86,539 shares; 2025Q4: 91,844 shares; 2026Q1: 98,974 shares; 2026Q2: 93,003 shares 93,003 $10.5M 0.23% -5,971 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,031 shares; 2025Q3: 26,301 shares; 2025Q4: 83,846 shares; 2026Q1: 153,117 shares; 2026Q2: 302,452 shares 302,452 $10.4M 0.22% +149,335 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559,378 shares; 2024Q4: 596,836 shares; 2025Q1: 682,671 shares; 2025Q2: 740,653 shares; 2025Q3: 820,049 shares; 2025Q4: 899,165 shares; 2026Q1: 946,815 shares; 2026Q2: 948,818 shares 948,818 $10.4M 0.22% +2,003 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,895 shares; 2024Q4: 63,788 shares; 2025Q1: 56,051 shares; 2025Q2: 66,438 shares; 2025Q3: 55,497 shares; 2025Q4: 43,553 shares; 2026Q1: 45,422 shares; 2026Q2: 37,446 shares 37,446 $10.2M 0.22% -7,976 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,728 shares; 2024Q4: 280,185 shares; 2025Q1: 279,979 shares; 2025Q2: 277,959 shares; 2025Q3: 307,782 shares; 2025Q4: 322,935 shares; 2026Q1: 303,348 shares; 2026Q2: 337,936 shares 337,936 $10M 0.22% +34,588 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,579 shares; 2024Q4: 20,208 shares; 2025Q1: 22,953 shares; 2025Q2: 24,539 shares; 2025Q3: 21,720 shares; 2025Q4: 22,250 shares; 2026Q1: 20,072 shares; 2026Q2: 29,194 shares 29,194 $10M 0.22% +9,122 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,794 shares; 2024Q4: 23,894 shares; 2025Q1: 24,833 shares; 2025Q2: 26,952 shares; 2025Q3: 21,211 shares; 2025Q4: 18,364 shares; 2026Q1: 18,018 shares; 2026Q2: 13,579 shares 13,579 $9.82M 0.21% -4,439 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,719 shares; 2024Q4: 9,041 shares; 2025Q1: 11,097 shares; 2025Q2: 11,480 shares; 2025Q3: 12,488 shares; 2025Q4: 14,542 shares; 2026Q1: 16,655 shares; 2026Q2: 18,394 shares 18,394 $9.61M 0.21% +1,739 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,627 shares; 2024Q4: 180,120 shares; 2025Q1: 174,764 shares; 2025Q2: 184,507 shares; 2025Q3: 181,250 shares; 2025Q4: 179,068 shares; 2026Q1: 165,761 shares; 2026Q2: 184,254 shares 184,254 $9.41M 0.2% +18,493 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,748 shares; 2024Q4: 25,689 shares; 2025Q1: 28,866 shares; 2025Q2: 27,231 shares; 2025Q3: 31,763 shares; 2025Q4: 33,419 shares; 2026Q1: 34,067 shares; 2026Q2: 33,384 shares 33,384 $9.39M 0.2% -683 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,897 shares; 2024Q4: 24,780 shares; 2025Q1: 29,305 shares; 2025Q2: 31,967 shares; 2025Q3: 32,761 shares; 2025Q4: 32,365 shares; 2026Q1: 31,195 shares; 2026Q2: 28,378 shares 28,378 $9.29M 0.2% -2,817 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,184 shares; 2026Q1: 157,765 shares; 2026Q2: 172,124 shares 172,124 $9.21M 0.2% +14,359 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,098 shares; 2024Q4: 48,199 shares; 2025Q1: 68,012 shares; 2025Q2: 78,417 shares; 2025Q3: 80,094 shares; 2025Q4: 84,075 shares; 2026Q1: 92,851 shares; 2026Q2: 113,553 shares 113,553 $9.2M 0.2% +20,702 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,848 shares; 2025Q2: 84,165 shares; 2025Q3: 87,934 shares; 2025Q4: 98,838 shares; 2026Q1: 121,754 shares; 2026Q2: 119,141 shares 119,141 $9.2M 0.2% -2,613 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,443 shares; 2024Q4: 30,558 shares; 2025Q1: 35,296 shares; 2025Q2: 81,170 shares; 2025Q3: 89,898 shares; 2025Q4: 38,812 shares; 2026Q1: 30,820 shares; 2026Q2: 89,312 shares 89,312 $9.12M 0.2% +58,492 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,629 shares; 2025Q1: 13,404 shares; 2025Q2: 18,933 shares; 2025Q3: 20,310 shares; 2025Q4: 21,972 shares; 2026Q1: 19,492 shares; 2026Q2: 20,830 shares 20,830 $9.03M 0.19% +1,338 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,288 shares; 2024Q4: 29,580 shares; 2025Q1: 29,080 shares; 2025Q2: 29,120 shares; 2025Q3: 35,080 shares; 2025Q4: 84,225 shares; 2026Q1: 119,945 shares; 2026Q2: 97,528 shares 97,528 $8.94M 0.19% -22,417 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,092 shares; 2024Q4: 398,538 shares; 2025Q1: 338,313 shares; 2025Q2: 309,432 shares; 2025Q3: 290,178 shares; 2025Q4: 234,611 shares; 2026Q1: 220,538 shares; 2026Q2: 204,842 shares 204,842 $8.79M 0.19% -15,696 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,202 shares; 2024Q4: 27,260 shares; 2025Q1: 28,479 shares; 2025Q2: 36,656 shares; 2025Q3: 37,621 shares; 2025Q4: 33,013 shares; 2026Q1: 27,352 shares; 2026Q2: 23,536 shares 23,536 $8.67M 0.19% -3,816 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,114 shares; 2024Q4: 50,000 shares; 2025Q1: 67,905 shares; 2025Q2: 74,865 shares; 2025Q3: 81,850 shares; 2025Q4: 92,908 shares; 2026Q1: 87,439 shares; 2026Q2: 82,473 shares 82,473 $8.57M 0.18% -4,966 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,121 shares; 2024Q4: 39,187 shares; 2025Q1: 47,096 shares; 2025Q2: 65,815 shares; 2025Q3: 60,563 shares; 2025Q4: 59,110 shares; 2026Q1: 62,080 shares; 2026Q2: 57,936 shares 57,936 $8.5M 0.18% -4,144 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,555 shares; 2024Q4: 10,057 shares; 2025Q1: 19,778 shares; 2025Q2: 23,220 shares; 2025Q3: 26,856 shares; 2025Q4: 30,223 shares; 2026Q1: 31,075 shares; 2026Q2: 37,883 shares 37,883 $8.47M 0.18% +6,808 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,994 shares; 2024Q4: 26,734 shares; 2025Q1: 36,082 shares; 2025Q2: 36,826 shares; 2025Q3: 34,967 shares; 2025Q4: 29,853 shares; 2026Q1: 24,387 shares; 2026Q2: 22,567 shares 22,567 $8.43M 0.18% -1,820 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,664 shares; 2024Q4: 24,611 shares; 2025Q1: 48,710 shares; 2025Q2: 57,039 shares; 2025Q3: 58,320 shares; 2025Q4: 65,933 shares; 2026Q1: 72,157 shares; 2026Q2: 73,550 shares 73,550 $8.36M 0.18% +1,393 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,866 shares; 2024Q4: 30,591 shares; 2025Q1: 32,295 shares; 2025Q2: 53,090 shares; 2025Q3: 125,527 shares; 2025Q4: 120,034 shares; 2026Q1: 90,303 shares; 2026Q2: 69,286 shares 69,286 $8.24M 0.18% -21,017 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,673 shares; 2024Q4: 8,524 shares; 2025Q1: 8,642 shares; 2025Q2: 8,310 shares; 2025Q3: 8,765 shares; 2025Q4: 9,138 shares; 2026Q1: 8,028 shares; 2026Q2: 68,347 shares 68,347 $8.17M 0.18% +60,319 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,342 shares; 2024Q4: 23,150 shares; 2025Q1: 22,626 shares; 2025Q2: 24,018 shares; 2025Q3: 23,286 shares; 2025Q4: 23,130 shares; 2026Q1: 22,934 shares; 2026Q2: 23,018 shares 23,018 $8.12M 0.18% +84 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,465 shares; 2024Q4: 6,579 shares; 2025Q1: 7,900 shares; 2025Q2: 8,068 shares; 2025Q3: 7,647 shares; 2025Q4: 7,406 shares; 2026Q1: 7,713 shares; 2026Q2: 8,659 shares 8,659 $8.1M 0.17% +946 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,275 shares; 2024Q4: 24,341 shares; 2025Q1: 22,424 shares; 2025Q2: 20,878 shares; 2025Q3: 19,845 shares; 2025Q4: 24,872 shares; 2026Q1: 22,945 shares; 2026Q2: 26,827 shares 26,827 $8.06M 0.17% +3,882 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,903 shares; 2024Q4: 13,248 shares; 2025Q1: 12,476 shares; 2025Q2: 12,741 shares; 2025Q3: 15,152 shares; 2025Q4: 15,622 shares; 2026Q1: 19,144 shares; 2026Q2: 19,280 shares 19,280 $8.01M 0.17% +136 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,188 shares; 2024Q4: 18,539 shares; 2025Q1: 19,846 shares; 2025Q2: 23,045 shares; 2025Q3: 29,942 shares; 2025Q4: 35,308 shares; 2026Q1: 51,831 shares; 2026Q2: 50,079 shares 50,079 $7.95M 0.17% -1,752 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,700 shares; 2024Q4: 28,241 shares; 2025Q1: 34,658 shares; 2025Q2: 34,203 shares; 2025Q3: 34,830 shares; 2025Q4: 31,479 shares; 2026Q1: 34,040 shares; 2026Q2: 30,977 shares 30,977 $7.87M 0.17% -3,063 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,004 shares; 2024Q4: 18,296 shares; 2025Q1: 19,861 shares; 2025Q2: 17,384 shares; 2025Q3: 25,204 shares; 2025Q4: 54,652 shares; 2026Q1: 40,125 shares; 2026Q2: 40,943 shares 40,943 $7.8M 0.17% +818 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,074 shares; 2024Q4: 232,375 shares; 2025Q1: 296,207 shares; 2025Q2: 293,875 shares; 2025Q3: 286,895 shares; 2025Q4: 314,425 shares; 2026Q1: 311,521 shares; 2026Q2: 311,223 shares 311,223 $7.42M 0.16% -298 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,598 shares; 2024Q4: 10,625 shares; 2025Q1: 11,101 shares; 2025Q2: 11,241 shares; 2025Q3: 11,218 shares; 2025Q4: 10,558 shares; 2026Q1: 11,601 shares; 2026Q2: 11,694 shares 11,694 $7.42M 0.16% +93 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,836 shares; 2024Q4: 169,775 shares; 2025Q1: 216,539 shares; 2025Q2: 226,122 shares; 2025Q3: 202,679 shares; 2025Q4: 201,311 shares; 2026Q1: 182,626 shares; 2026Q2: 109,740 shares 109,740 $7.42M 0.16% -72,886 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,435 shares; 2024Q4: 107,774 shares; 2025Q1: 108,398 shares; 2025Q2: 147,003 shares; 2025Q3: 162,477 shares; 2025Q4: 163,777 shares; 2026Q1: 173,868 shares; 2026Q2: 193,635 shares 193,635 $7.17M 0.15% +19,767 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 7,180 shares; 2025Q1: 9,757 shares; 2025Q2: 10,996 shares; 2025Q3: 13,180 shares; 2025Q4: 118,883 shares; 2026Q1: 123,135 shares; 2026Q2: 98,751 shares 98,751 $7.05M 0.15% -24,384 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,365 shares; 2024Q4: 5,316 shares; 2025Q1: 6,939 shares; 2025Q2: 7,066 shares; 2025Q3: 7,203 shares; 2025Q4: 7,445 shares; 2026Q1: 7,418 shares; 2026Q2: 6,967 shares 6,967 $7.05M 0.15% -451 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,168 shares; 2024Q4: 20,226 shares; 2025Q1: 19,736 shares; 2025Q2: 18,900 shares; 2025Q3: 19,469 shares; 2025Q4: 19,703 shares; 2026Q1: 21,362 shares; 2026Q2: 28,578 shares 28,578 $6.94M 0.15% +7,216 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,587 shares; 2024Q4: 299,578 shares; 2025Q1: 258,289 shares; 2025Q2: 328,281 shares; 2025Q3: 215,639 shares; 2025Q4: 225,847 shares; 2026Q1: 216,347 shares; 2026Q2: 205,173 shares 205,173 $6.94M 0.15% -11,174 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,166 shares; 2024Q4: 54,835 shares; 2025Q1: 66,975 shares; 2025Q2: 83,613 shares; 2025Q3: 91,498 shares; 2025Q4: 106,292 shares; 2026Q1: 109,897 shares; 2026Q2: 85,682 shares 85,682 $6.8M 0.15% -24,215 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,564 shares; 2024Q4: 25,088 shares; 2025Q1: 25,461 shares; 2025Q2: 42,670 shares; 2025Q3: 38,013 shares; 2025Q4: 39,809 shares; 2026Q1: 47,509 shares; 2026Q2: 45,855 shares 45,855 $6.8M 0.15% -1,654 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,955 shares; 2024Q4: 6,878 shares; 2025Q1: 14,042 shares; 2025Q2: 26,890 shares; 2025Q3: 27,913 shares; 2025Q4: 36,998 shares; 2026Q1: 43,258 shares; 2026Q2: 38,568 shares 38,568 $6.8M 0.15% -4,690 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,264 shares; 2024Q4: 135,146 shares; 2025Q1: 134,005 shares; 2025Q2: 114,226 shares; 2025Q3: 17,740 shares; 2025Q4: 19,888 shares; 2026Q1: 22,745 shares; 2026Q2: 26,370 shares 26,370 $6.65M 0.14% +3,625 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,529 shares; 2024Q4: 35,528 shares; 2025Q1: 49,824 shares; 2025Q2: 57,680 shares; 2025Q3: 62,885 shares; 2025Q4: 67,881 shares; 2026Q1: 94,594 shares; 2026Q2: 106,334 shares 106,334 $6.59M 0.14% +11,740 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,315 shares; 2024Q4: 123,762 shares; 2025Q1: 136,343 shares; 2025Q2: 149,865 shares; 2025Q3: 159,403 shares; 2025Q4: 174,101 shares; 2026Q1: 156,868 shares; 2026Q2: 162,635 shares 162,635 $6.55M 0.14% +5,767 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,656 shares; 2024Q4: 21,212 shares; 2025Q1: 18,800 shares; 2025Q2: 20,984 shares; 2025Q3: 25,118 shares; 2025Q4: 30,980 shares; 2026Q1: 61,674 shares; 2026Q2: 66,064 shares 66,064 $6.5M 0.14% +4,390 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332 shares; 2024Q4: 2,959 shares; 2025Q1: 6,363 shares; 2025Q2: 7,688 shares; 2025Q3: 8,564 shares; 2025Q4: 9,367 shares; 2026Q1: 8,800 shares; 2026Q2: 9,231 shares 9,231 $6.49M 0.14% +431 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,831 shares; 2024Q4: 55,276 shares; 2025Q1: 44,049 shares; 2025Q2: 44,299 shares; 2025Q3: 48,937 shares; 2025Q4: 43,826 shares; 2026Q1: 48,180 shares; 2026Q2: 46,462 shares 46,462 $6.49M 0.14% -1,718 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,079 shares; 2024Q4: 200,550 shares; 2025Q1: 227,733 shares; 2025Q2: 246,177 shares; 2025Q3: 262,953 shares; 2025Q4: 257,915 shares; 2026Q1: 173,507 shares; 2026Q2: 151,581 shares 151,581 $6.42M 0.14% -21,926 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,161 shares; 2024Q4: 2,632 shares; 2025Q1: 2,701 shares; 2025Q2: 3,238 shares; 2025Q3: 3,461 shares; 2025Q4: 3,435 shares; 2026Q1: 4,617 shares; 2026Q2: 5,342 shares 5,342 $6.28M 0.14% +725 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,465 shares; 2024Q4: 39,636 shares; 2025Q1: 46,033 shares; 2025Q2: 36,517 shares; 2025Q3: 41,988 shares; 2025Q4: 45,047 shares; 2026Q1: 77,712 shares; 2026Q2: 75,464 shares 75,464 $6.27M 0.14% -2,248 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,618 shares; 2024Q4: 257,945 shares; 2025Q1: 279,306 shares; 2025Q2: 288,439 shares; 2025Q3: 267,839 shares; 2025Q4: 158,521 shares; 2026Q1: 163,942 shares; 2026Q2: 28,528 shares 28,528 $6.26M 0.14% -135,414 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,152 shares; 2025Q3: 155,557 shares; 2025Q4: 208,639 shares; 2026Q1: 165,094 shares; 2026Q2: 251,782 shares 251,782 $6.24M 0.13% +86,688 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,562 shares; 2024Q4: 20,672 shares; 2025Q1: 42,937 shares; 2025Q2: 52,903 shares; 2025Q3: 47,607 shares; 2025Q4: 60,713 shares; 2026Q1: 116,622 shares; 2026Q2: 118,026 shares 118,026 $6.21M 0.13% +1,404 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,915 shares; 2024Q4: 30,985 shares; 2025Q1: 35,002 shares; 2025Q2: 38,730 shares; 2025Q3: 43,394 shares; 2025Q4: 46,061 shares; 2026Q1: 66,020 shares; 2026Q2: 72,409 shares 72,409 $6.19M 0.13% +6,389 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,764 shares; 2024Q4: 16,111 shares; 2025Q1: 12,699 shares; 2025Q2: 13,443 shares; 2025Q3: 12,434 shares; 2025Q4: 12,756 shares; 2026Q1: 12,799 shares; 2026Q2: 49,610 shares 49,610 $6.16M 0.13% +36,811 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,390 shares; 2024Q4: 101,755 shares; 2025Q1: 73,571 shares; 2025Q2: 78,330 shares; 2025Q3: 70,736 shares; 2025Q4: 74,821 shares; 2026Q1: 78,660 shares; 2026Q2: 79,826 shares 79,826 $6.16M 0.13% +1,166 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,330 shares; 2024Q4: 111,484 shares; 2025Q1: 106,237 shares; 2025Q2: 115,153 shares; 2025Q3: 125,067 shares; 2025Q4: 118,693 shares; 2026Q1: 104,835 shares; 2026Q2: 140,602 shares 140,602 $5.96M 0.13% +35,767 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,939 shares; 2024Q4: 8,222 shares; 2025Q1: 8,920 shares; 2025Q2: 9,760 shares; 2025Q3: 12,212 shares; 2025Q4: 10,502 shares; 2026Q1: 11,864 shares; 2026Q2: 19,717 shares 19,717 $5.87M 0.13% +7,853 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,575 shares; 2024Q4: 87,203 shares; 2025Q1: 99,819 shares; 2025Q2: 110,019 shares; 2025Q3: 108,636 shares; 2025Q4: 122,171 shares; 2026Q1: 182,376 shares; 2026Q2: 220,396 shares 220,396 $5.85M 0.13% +38,020 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,297 shares; 2024Q4: 5,352 shares; 2025Q1: 31,453 shares; 2025Q2: 40,994 shares; 2025Q3: 44,032 shares; 2025Q4: 50,538 shares; 2026Q1: 46,767 shares; 2026Q2: 47,476 shares 47,476 $5.76M 0.12% +709 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,323 shares; 2024Q4: 8,318 shares; 2025Q1: 8,817 shares; 2025Q2: 10,613 shares; 2025Q3: 9,646 shares; 2025Q4: 9,805 shares; 2026Q1: 9,626 shares; 2026Q2: 12,038 shares 12,038 $5.75M 0.12% +2,412 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,331 shares; 2025Q3: 61,907 shares; 2025Q4: 89,934 shares; 2026Q1: 120,373 shares; 2026Q2: 116,054 shares 116,054 $5.73M 0.12% -4,319 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,960 shares; 2024Q4: 40,220 shares; 2025Q1: 42,394 shares; 2025Q2: 40,321 shares; 2025Q3: 43,562 shares; 2025Q4: 43,635 shares; 2026Q1: 48,467 shares; 2026Q2: 53,139 shares 53,139 $5.72M 0.12% +4,672 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,881 shares; 2024Q4: 33,870 shares; 2025Q1: 35,281 shares; 2025Q2: 36,660 shares; 2025Q3: 41,177 shares; 2025Q4: 43,929 shares; 2026Q1: 31,542 shares; 2026Q2: 31,564 shares 31,564 $5.71M 0.12% +22 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,281 shares; 2024Q4: 45,172 shares; 2025Q1: 48,287 shares; 2025Q2: 48,011 shares; 2025Q3: 47,870 shares; 2025Q4: 52,848 shares; 2026Q1: 56,682 shares; 2026Q2: 59,539 shares 59,539 $5.68M 0.12% +2,857 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,783 shares; 2024Q4: 11,329 shares; 2025Q1: 11,338 shares; 2025Q2: 11,243 shares; 2025Q3: 9,429 shares; 2025Q4: 10,748 shares; 2026Q1: 11,849 shares; 2026Q2: 11,057 shares 11,057 $5.68M 0.12% -792 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,204 shares; 2025Q3: 124,733 shares; 2025Q4: 128,335 shares; 2026Q1: 107,678 shares; 2026Q2: 104,480 shares 104,480 $5.64M 0.12% -3,198 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,496 shares; 2024Q4: 91,259 shares; 2025Q1: 349,872 shares; 2025Q2: 235,377 shares; 2025Q3: 186,177 shares; 2025Q4: 183,510 shares; 2026Q1: 175,452 shares; 2026Q2: 177,935 shares 177,935 $5.64M 0.12% +2,483 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,273 shares; 2024Q4: 39,767 shares; 2025Q1: 41,643 shares; 2025Q2: 44,910 shares; 2025Q3: 41,210 shares; 2025Q4: 40,822 shares; 2026Q1: 37,962 shares; 2026Q2: 33,916 shares 33,916 $5.62M 0.12% -4,046 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,072 shares; 2024Q4: 20,463 shares; 2025Q1: 23,492 shares; 2025Q2: 25,139 shares; 2025Q3: 25,751 shares; 2025Q4: 26,349 shares; 2026Q1: 45,826 shares; 2026Q2: 29,515 shares 29,515 $5.6M 0.12% -16,311 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,822 shares; 2024Q4: 37,918 shares; 2025Q1: 42,928 shares; 2025Q2: 53,075 shares; 2025Q3: 51,606 shares; 2025Q4: 56,302 shares; 2026Q1: 59,160 shares; 2026Q2: 94,943 shares 94,943 $5.6M 0.12% +35,783 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,673 shares; 2024Q4: 135,564 shares; 2025Q1: 178,513 shares; 2025Q2: 235,258 shares; 2025Q3: 250,982 shares; 2025Q4: 279,992 shares; 2026Q1: 221,327 shares; 2026Q2: 232,102 shares 232,102 $5.59M 0.12% +10,775 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,392 shares; 2024Q4: 13,132 shares; 2025Q1: 14,738 shares; 2025Q2: 15,338 shares; 2025Q3: 15,904 shares; 2025Q4: 17,159 shares; 2026Q1: 16,395 shares; 2026Q2: 15,401 shares 15,401 $5.58M 0.12% -994 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,196 shares; 2024Q4: 20,139 shares; 2025Q1: 34,512 shares; 2025Q2: 31,157 shares; 2025Q3: 28,249 shares; 2025Q4: 29,819 shares; 2026Q1: 35,516 shares; 2026Q2: 203,939 shares 203,939 $5.52M 0.12% +168,423 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,747 shares; 2024Q4: 50,229 shares; 2025Q1: 62,240 shares; 2025Q2: 71,188 shares; 2025Q3: 67,119 shares; 2025Q4: 71,632 shares; 2026Q1: 64,023 shares; 2026Q2: 55,792 shares 55,792 $5.5M 0.12% -8,231 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,661 shares; 2024Q4: 46,902 shares; 2025Q1: 84,384 shares; 2025Q2: 99,271 shares; 2025Q3: 100,978 shares; 2025Q4: 70,406 shares; 2026Q1: 58,339 shares; 2026Q2: 46,728 shares 46,728 $5.45M 0.12% -11,611 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 2,594 shares; 2025Q1: 2,393 shares; 2025Q2: 2,582 shares; 2025Q3: 1,948 shares; 2025Q4: 1,837 shares; 2026Q1: 1,390 shares; 2026Q2: 17,914 shares 17,914 $5.4M 0.12% +16,524 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,450 shares; 2024Q4: 31,336 shares; 2025Q1: 38,451 shares; 2025Q2: 41,131 shares; 2025Q3: 47,615 shares; 2025Q4: 46,056 shares; 2026Q1: 44,687 shares; 2026Q2: 41,721 shares 41,721 $5.36M 0.12% -2,966 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,943 shares; 2024Q4: 142,490 shares; 2025Q1: 103,558 shares; 2025Q2: 81,574 shares; 2025Q3: 53,036 shares; 2025Q4: 53,325 shares; 2026Q1: 56,996 shares; 2026Q2: 55,179 shares 55,179 $5.35M 0.12% -1,817 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,657 shares; 2026Q1: 68,070 shares; 2026Q2: 172,638 shares 172,638 $5.31M 0.11% +104,568 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,889 shares; 2024Q4: 6,513 shares; 2025Q1: not reported; 2025Q2: 6,768 shares; 2025Q3: 8,919 shares; 2025Q4: 13,975 shares; 2026Q1: 22,083 shares; 2026Q2: 111,876 shares 111,876 $5.28M 0.11% +89,793 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,253 shares; 2024Q4: 196,162 shares; 2025Q1: 56,159 shares; 2025Q2: 58,656 shares; 2025Q3: 66,505 shares; 2025Q4: 64,617 shares; 2026Q1: 64,405 shares; 2026Q2: 60,843 shares 60,843 $5.26M 0.11% -3,562 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,095 shares; 2024Q4: 85,090 shares; 2025Q1: 98,968 shares; 2025Q2: 104,843 shares; 2025Q3: 108,538 shares; 2025Q4: 112,986 shares; 2026Q1: 146,750 shares; 2026Q2: 79,868 shares 79,868 $5.18M 0.11% -66,882 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,820 shares; 2024Q4: 8,396 shares; 2025Q1: 11,095 shares; 2025Q2: 12,954 shares; 2025Q3: 13,525 shares; 2025Q4: 14,259 shares; 2026Q1: 13,775 shares; 2026Q2: 17,377 shares 17,377 $5.18M 0.11% +3,602 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247,705 shares 247,705 $5.15M 0.11% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,508 shares; 2024Q4: 6,964 shares; 2025Q1: 5,541 shares; 2025Q2: 5,521 shares; 2025Q3: 11,768 shares; 2025Q4: 11,940 shares; 2026Q1: 15,815 shares; 2026Q2: 18,978 shares 18,978 $5.1M 0.11% +3,163 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,751 shares; 2025Q1: 2,382 shares; 2025Q2: 4,753 shares; 2025Q3: 8,724 shares; 2025Q4: 7,629 shares; 2026Q1: 9,462 shares; 2026Q2: 11,767 shares 11,767 $5.08M 0.11% +2,305 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,807 shares; 2024Q4: 16,830 shares; 2025Q1: 17,098 shares; 2025Q2: 17,211 shares; 2025Q3: 17,490 shares; 2025Q4: 18,308 shares; 2026Q1: 17,669 shares; 2026Q2: 18,450 shares 18,450 $5.02M 0.11% +781 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,616 shares; 2024Q4: 84,499 shares; 2025Q1: 87,769 shares; 2025Q2: 81,397 shares; 2025Q3: 65,465 shares; 2025Q4: 64,696 shares; 2026Q1: 61,719 shares; 2026Q2: 55,246 shares 55,246 $4.92M 0.11% -6,473 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,259 shares; 2024Q4: 17,965 shares; 2025Q1: 22,763 shares; 2025Q2: 25,870 shares; 2025Q3: 28,891 shares; 2025Q4: 32,755 shares; 2026Q1: 37,118 shares; 2026Q2: 41,543 shares 41,543 $4.89M 0.11% +4,425 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,215 shares; 2024Q4: 112,138 shares; 2025Q1: 124,504 shares; 2025Q2: 187,175 shares; 2025Q3: 180,370 shares; 2025Q4: 235,444 shares; 2026Q1: 223,733 shares; 2026Q2: 263,269 shares 263,269 $4.85M 0.1% +39,536 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,762 shares; 2024Q4: 38,833 shares; 2025Q1: 50,371 shares; 2025Q2: 58,963 shares; 2025Q3: 62,349 shares; 2025Q4: 62,623 shares; 2026Q1: 60,147 shares; 2026Q2: 57,923 shares 57,923 $4.8M 0.1% -2,224 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,500 shares; 2024Q4: 97,642 shares; 2025Q1: 107,791 shares; 2025Q2: 85,806 shares; 2025Q3: 102,271 shares; 2025Q4: 105,215 shares; 2026Q1: 141,082 shares; 2026Q2: 92,038 shares 92,038 $4.77M 0.1% -49,044 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,268 shares; 2024Q4: 4,591 shares; 2025Q1: 7,855 shares; 2025Q2: 8,412 shares; 2025Q3: 9,407 shares; 2025Q4: 10,265 shares; 2026Q1: 15,785 shares; 2026Q2: 59,055 shares 59,055 $4.76M 0.1% +43,270 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,105 shares; 2026Q1: 79,237 shares; 2026Q2: 150,052 shares 150,052 $4.72M 0.1% +70,815 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,275 shares; 2024Q4: 14,972 shares; 2025Q1: 7,348 shares; 2025Q2: 16,969 shares; 2025Q3: 16,929 shares; 2025Q4: 26,911 shares; 2026Q1: 19,525 shares; 2026Q2: 40,168 shares 40,168 $4.71M 0.1% +20,643 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,032 shares; 2024Q4: 19,672 shares; 2025Q1: 24,970 shares; 2025Q2: 27,348 shares; 2025Q3: 23,104 shares; 2025Q4: 21,720 shares; 2026Q1: 17,398 shares; 2026Q2: 13,748 shares 13,748 $4.69M 0.1% -3,650 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,689 shares; 2025Q4: 34,572 shares; 2026Q1: 39,184 shares; 2026Q2: 44,988 shares 44,988 $4.64M 0.1% +5,804 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,721 shares; 2026Q1: 49,209 shares; 2026Q2: 52,097 shares 52,097 $4.62M 0.1% +2,888 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,919 shares; 2024Q4: 41,087 shares; 2025Q1: 40,358 shares; 2025Q2: 47,064 shares; 2025Q3: 46,019 shares; 2025Q4: 55,649 shares; 2026Q1: 52,728 shares; 2026Q2: 83,539 shares 83,539 $4.61M 0.1% +30,811 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,172 shares; 2024Q4: 65,354 shares; 2025Q1: 79,421 shares; 2025Q2: 84,766 shares; 2025Q3: 49,681 shares; 2025Q4: 53,085 shares; 2026Q1: 48,190 shares; 2026Q2: 39,211 shares 39,211 $4.61M 0.1% -8,979 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,050 shares; 2024Q4: 133,557 shares; 2025Q1: 128,125 shares; 2025Q2: 136,903 shares; 2025Q3: 148,101 shares; 2025Q4: 143,176 shares; 2026Q1: 127,008 shares; 2026Q2: 47,540 shares 47,540 $4.59M 0.1% -79,468 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,381 shares; 2024Q4: 103,853 shares; 2025Q1: 165,902 shares; 2025Q2: 99,967 shares; 2025Q3: 132,512 shares; 2025Q4: 170,722 shares; 2026Q1: 189,376 shares; 2026Q2: 90,945 shares 90,945 $4.58M 0.1% -98,431 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,147 shares; 2025Q4: 30,888 shares; 2026Q1: 41,027 shares; 2026Q2: 49,485 shares 49,485 $4.55M 0.1% +8,458 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,517 shares; 2025Q1: 2,663 shares; 2025Q2: 2,366 shares; 2025Q3: 2,301 shares; 2025Q4: 2,292 shares; 2026Q1: 2,070 shares; 2026Q2: 2,264 shares 2,264 $4.51M 0.1% +194 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,759 shares; 2024Q4: 28,082 shares; 2025Q1: 39,360 shares; 2025Q2: 42,220 shares; 2025Q3: 49,098 shares; 2025Q4: 43,340 shares; 2026Q1: 46,580 shares; 2026Q2: 54,940 shares 54,940 $4.5M 0.1% +8,360 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 1,833 shares; 2025Q1: 1,803 shares; 2025Q2: 2,033 shares; 2025Q3: 2,307 shares; 2025Q4: 2,894 shares; 2026Q1: 4,012 shares; 2026Q2: 7,008 shares 7,008 $4.49M 0.1% +2,996 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,116 shares; 2024Q4: 78,994 shares; 2025Q1: 74,919 shares; 2025Q2: 87,771 shares; 2025Q3: 92,906 shares; 2025Q4: 95,663 shares; 2026Q1: 95,313 shares; 2026Q2: 109,728 shares 109,728 $4.48M 0.1% +14,415 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,710 shares; 2024Q4: 28,397 shares; 2025Q1: 39,357 shares; 2025Q2: 60,966 shares; 2025Q3: 44,046 shares; 2025Q4: 59,388 shares; 2026Q1: 59,833 shares; 2026Q2: 60,476 shares 60,476 $4.44M 0.1% +643 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,433 shares; 2024Q4: 16,512 shares; 2025Q1: 16,665 shares; 2025Q2: 18,799 shares; 2025Q3: 20,668 shares; 2025Q4: 22,353 shares; 2026Q1: 25,479 shares; 2026Q2: 27,371 shares 27,371 $4.43M 0.1% +1,892 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,896 shares 102,896 $4.43M 0.1% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,915 shares; 2024Q4: 38,363 shares; 2025Q1: 32,088 shares; 2025Q2: 36,925 shares; 2025Q3: 42,500 shares; 2025Q4: 45,724 shares; 2026Q1: 56,149 shares; 2026Q2: 59,242 shares 59,242 $4.4M 0.1% +3,093 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,321 shares; 2024Q4: 137,140 shares; 2025Q1: 112,375 shares; 2025Q2: 88,780 shares; 2025Q3: 100,244 shares; 2025Q4: 112,589 shares; 2026Q1: 126,964 shares; 2026Q2: 136,121 shares 136,121 $4.35M 0.09% +9,157 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,174 shares; 2024Q4: 27,557 shares; 2025Q1: 26,752 shares; 2025Q2: 26,330 shares; 2025Q3: 25,408 shares; 2025Q4: 25,921 shares; 2026Q1: 27,431 shares; 2026Q2: 26,579 shares 26,579 $4.35M 0.09% -852 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,456 shares; 2024Q4: 45,551 shares; 2025Q1: 48,675 shares; 2025Q2: 47,932 shares; 2025Q3: 51,977 shares; 2025Q4: 52,461 shares; 2026Q1: 49,295 shares; 2026Q2: 31,883 shares 31,883 $4.32M 0.09% -17,412 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,031 shares; 2024Q4: 120,684 shares; 2025Q1: 155,656 shares; 2025Q2: 156,374 shares; 2025Q3: 168,751 shares; 2025Q4: 170,737 shares; 2026Q1: 174,150 shares; 2026Q2: 179,571 shares 179,571 $4.32M 0.09% +5,421 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,330 shares; 2024Q4: 12,015 shares; 2025Q1: 4,840 shares; 2025Q2: 115,626 shares; 2025Q3: 9,678 shares; 2025Q4: 9,050 shares; 2026Q1: 8,778 shares; 2026Q2: 76,631 shares 76,631 $4.31M 0.09% +67,853 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,447 shares; 2024Q4: 58,549 shares; 2025Q1: 63,466 shares; 2025Q2: 69,363 shares; 2025Q3: 73,025 shares; 2025Q4: 74,485 shares; 2026Q1: 77,778 shares; 2026Q2: 77,461 shares 77,461 $4.3M 0.09% -317 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,984 shares; 2024Q4: 114,548 shares; 2025Q1: 117,176 shares; 2025Q2: 24,137 shares; 2025Q3: 17,714 shares; 2025Q4: 11,349 shares; 2026Q1: 18,190 shares; 2026Q2: 71,442 shares 71,442 $4.28M 0.09% +53,252 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,329 shares; 2024Q4: 50,194 shares; 2025Q1: 53,810 shares; 2025Q2: 53,291 shares; 2025Q3: 53,495 shares; 2025Q4: 56,272 shares; 2026Q1: 56,673 shares; 2026Q2: 52,433 shares 52,433 $4.26M 0.09% -4,240 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,122 shares; 2024Q4: 52,264 shares; 2025Q1: 62,044 shares; 2025Q2: 67,615 shares; 2025Q3: 73,500 shares; 2025Q4: 72,623 shares; 2026Q1: 69,290 shares; 2026Q2: 79,875 shares 79,875 $4.21M 0.09% +10,585 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,906 shares; 2024Q4: 22,951 shares; 2025Q1: 26,495 shares; 2025Q2: 28,057 shares; 2025Q3: 15,810 shares; 2025Q4: 26,569 shares; 2026Q1: 27,311 shares; 2026Q2: 40,130 shares 40,130 $4.17M 0.09% +12,819 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,139 shares; 2025Q3: 16,274 shares; 2025Q4: 79,910 shares; 2026Q1: 86,071 shares; 2026Q2: 84,591 shares 84,591 $4.17M 0.09% -1,480 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 1,443 shares; 2025Q1: 1,199 shares; 2025Q2: 2,103 shares; 2025Q3: 2,836 shares; 2025Q4: 17,116 shares; 2026Q1: 24,014 shares; 2026Q2: 41,975 shares 41,975 $4.17M 0.09% +17,961 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,567 shares; 2024Q4: 33,387 shares; 2025Q1: 31,848 shares; 2025Q2: 62,219 shares; 2025Q3: 59,227 shares; 2025Q4: 57,466 shares; 2026Q1: 51,242 shares; 2026Q2: 52,600 shares 52,600 $4.16M 0.09% +1,358 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,053 shares; 2024Q4: 25,398 shares; 2025Q1: 27,404 shares; 2025Q2: 27,991 shares; 2025Q3: 29,443 shares; 2025Q4: 50,851 shares; 2026Q1: 54,779 shares; 2026Q2: 55,222 shares 55,222 $4.14M 0.09% +443 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,990 shares; 2024Q4: 12,816 shares; 2025Q1: 12,935 shares; 2025Q2: 13,996 shares; 2025Q3: 13,475 shares; 2025Q4: 13,624 shares; 2026Q1: 13,124 shares; 2026Q2: 12,168 shares 12,168 $4.12M 0.09% -956 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,671 shares; 2024Q4: 26,980 shares; 2025Q1: 28,459 shares; 2025Q2: 27,188 shares; 2025Q3: 36,616 shares; 2025Q4: 38,801 shares; 2026Q1: 43,078 shares; 2026Q2: 40,810 shares 40,810 $4.11M 0.09% -2,268 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,744 shares; 2024Q4: 3,126 shares; 2025Q1: 2,383 shares; 2025Q2: 1,875 shares; 2025Q3: 2,374 shares; 2025Q4: 2,280 shares; 2026Q1: 3,204 shares; 2026Q2: 11,191 shares 11,191 $4.09M 0.09% +7,987 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,944 shares; 2024Q4: 10,182 shares; 2025Q1: 11,353 shares; 2025Q2: 12,326 shares; 2025Q3: 13,089 shares; 2025Q4: 14,885 shares; 2026Q1: 13,138 shares; 2026Q2: 15,972 shares 15,972 $4.08M 0.09% +2,834 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,524 shares; 2024Q4: 48,244 shares; 2025Q1: 59,933 shares; 2025Q2: 61,952 shares; 2025Q3: 58,877 shares; 2025Q4: 58,301 shares; 2026Q1: 57,519 shares; 2026Q2: 55,236 shares 55,236 $4.08M 0.09% -2,283 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,359 shares; 2024Q4: 358,073 shares; 2025Q1: 331,656 shares; 2025Q2: 330,118 shares; 2025Q3: 257,009 shares; 2025Q4: 252,574 shares; 2026Q1: 158,347 shares; 2026Q2: 139,565 shares 139,565 $4.05M 0.09% -18,782 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,224 shares; 2024Q4: 41,691 shares; 2025Q1: 40,262 shares; 2025Q2: 31,655 shares; 2025Q3: 25,768 shares; 2025Q4: 31,994 shares; 2026Q1: 38,636 shares; 2026Q2: 34,459 shares 34,459 $4.05M 0.09% -4,177 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,973 shares; 2024Q4: 49,700 shares; 2025Q1: 52,537 shares; 2025Q2: 61,393 shares; 2025Q3: 72,854 shares; 2025Q4: 60,131 shares; 2026Q1: 63,098 shares; 2026Q2: 40,768 shares 40,768 $4.04M 0.09% -22,330 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,252 shares; 2024Q4: 78,829 shares; 2025Q1: 82,954 shares; 2025Q2: 109,885 shares; 2025Q3: 89,752 shares; 2025Q4: 89,979 shares; 2026Q1: 95,436 shares; 2026Q2: 131,833 shares 131,833 $4.02M 0.09% +36,397 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,971 shares; 2024Q4: 53,193 shares; 2025Q1: 50,859 shares; 2025Q2: 49,305 shares; 2025Q3: 39,466 shares; 2025Q4: 25,608 shares; 2026Q1: 24,695 shares; 2026Q2: 21,465 shares 21,465 $4.01M 0.09% -3,230 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,817 shares; 2024Q4: 28,173 shares; 2025Q1: 131,595 shares; 2025Q2: 126,521 shares; 2025Q3: 61,163 shares; 2025Q4: 18,136 shares; 2026Q1: 69,378 shares; 2026Q2: 65,737 shares 65,737 $4.01M 0.09% -3,641 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,082 shares; 2024Q4: 15,984 shares; 2025Q1: 20,558 shares; 2025Q2: 33,745 shares; 2025Q3: 51,744 shares; 2025Q4: 60,583 shares; 2026Q1: 70,487 shares; 2026Q2: 80,757 shares 80,757 $4M 0.09% +10,270 Timeline BRIF FIS TR More: the full row for FIS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,144 shares 107,144 $3.98M 0.09% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,980 shares; 2024Q4: 31,841 shares; 2025Q1: 41,412 shares; 2025Q2: 67,340 shares; 2025Q3: 99,586 shares; 2025Q4: 97,585 shares; 2026Q1: 95,471 shares; 2026Q2: 90,997 shares 90,997 $3.97M 0.09% -4,474 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,680 shares; 2025Q3: 51,981 shares; 2025Q4: 76,360 shares; 2026Q1: 89,061 shares; 2026Q2: 101,434 shares 101,434 $3.92M 0.08% +12,373 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares; 2026Q2: 1,719 shares 1,719 $3.91M 0.08% +908 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,613 shares; 2024Q4: 9,670 shares; 2025Q1: 8,725 shares; 2025Q2: 7,504 shares; 2025Q3: 6,816 shares; 2025Q4: 6,312 shares; 2026Q1: 6,880 shares; 2026Q2: 5,152 shares 5,152 $3.89M 0.08% -1,728 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,200 shares; 2024Q4: 12,499 shares; 2025Q1: 13,772 shares; 2025Q2: 16,435 shares; 2025Q3: 16,981 shares; 2025Q4: 17,134 shares; 2026Q1: 18,165 shares; 2026Q2: 17,595 shares 17,595 $3.89M 0.08% -570 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,634 shares; 2024Q4: 24,483 shares; 2025Q1: 23,665 shares; 2025Q2: 29,948 shares; 2025Q3: 47,998 shares; 2025Q4: 45,694 shares; 2026Q1: 44,357 shares; 2026Q2: 47,082 shares 47,082 $3.88M 0.08% +2,725 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,876 shares; 2024Q4: 56,156 shares; 2025Q1: 72,868 shares; 2025Q2: 50,316 shares; 2025Q3: 51,770 shares; 2025Q4: 54,026 shares; 2026Q1: 28,277 shares; 2026Q2: 87,895 shares 87,895 $3.87M 0.08% +59,618 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,343 shares; 2024Q4: 70,293 shares; 2025Q1: 75,554 shares; 2025Q2: 74,574 shares; 2025Q3: 66,666 shares; 2025Q4: 79,792 shares; 2026Q1: 88,730 shares; 2026Q2: 82,405 shares 82,405 $3.87M 0.08% -6,325 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,004 shares; 2024Q4: 6,006 shares; 2025Q1: 13,414 shares; 2025Q2: 12,924 shares; 2025Q3: 16,661 shares; 2025Q4: 16,431 shares; 2026Q1: 12,723 shares; 2026Q2: 12,881 shares 12,881 $3.85M 0.08% +158 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,578 shares; 2024Q4: 26,916 shares; 2025Q1: 13,828 shares; 2025Q2: 22,038 shares; 2025Q3: 21,782 shares; 2025Q4: 13,478 shares; 2026Q1: 18,638 shares; 2026Q2: 39,856 shares 39,856 $3.84M 0.08% +21,218 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,080 shares; 2024Q4: 6,961 shares; 2025Q1: 16,349 shares; 2025Q2: 25,047 shares; 2025Q3: 76,294 shares; 2025Q4: 83,404 shares; 2026Q1: 86,871 shares; 2026Q2: 63,093 shares 63,093 $3.84M 0.08% -23,778 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,579 shares; 2024Q4: 83,068 shares; 2025Q1: 69,338 shares; 2025Q2: 68,820 shares; 2025Q3: 65,925 shares; 2025Q4: 73,642 shares; 2026Q1: 59,703 shares; 2026Q2: 71,360 shares 71,360 $3.83M 0.08% +11,657 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,204 shares; 2024Q4: 22,040 shares; 2025Q1: 19,577 shares; 2025Q2: 22,211 shares; 2025Q3: 25,649 shares; 2025Q4: 25,660 shares; 2026Q1: 25,268 shares; 2026Q2: 26,072 shares 26,072 $3.82M 0.08% +804 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,642 shares; 2024Q4: 7,367 shares; 2025Q1: 8,055 shares; 2025Q2: 9,347 shares; 2025Q3: 9,843 shares; 2025Q4: 10,005 shares; 2026Q1: 10,114 shares; 2026Q2: 9,678 shares 9,678 $3.81M 0.08% -436 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 4,511 shares; 2025Q3: 8,974 shares; 2025Q4: 7,876 shares; 2026Q1: 9,337 shares; 2026Q2: 14,918 shares 14,918 $3.8M 0.08% +5,581 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,176 shares; 2025Q1: 21,238 shares; 2025Q2: 18,726 shares; 2025Q3: 18,671 shares; 2025Q4: 89,951 shares; 2026Q1: 85,728 shares; 2026Q2: 77,494 shares 77,494 $3.79M 0.08% -8,234 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,174 shares; 2024Q4: 8,599 shares; 2025Q1: 131,517 shares; 2025Q2: 127,356 shares; 2025Q3: 57,938 shares; 2025Q4: 13,459 shares; 2026Q1: 70,796 shares; 2026Q2: 68,347 shares 68,347 $3.77M 0.08% -2,449 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,341 shares; 2024Q4: 66,260 shares; 2025Q1: 65,637 shares; 2025Q2: 69,655 shares; 2025Q3: 72,733 shares; 2025Q4: 74,457 shares; 2026Q1: 84,649 shares; 2026Q2: 88,019 shares 88,019 $3.76M 0.08% +3,370 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,553 shares; 2024Q4: 84,715 shares; 2025Q1: 101,075 shares; 2025Q2: 105,237 shares; 2025Q3: 109,744 shares; 2025Q4: 117,682 shares; 2026Q1: 115,678 shares; 2026Q2: 78,622 shares 78,622 $3.75M 0.08% -37,056 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,701 shares; 2024Q4: 109,163 shares; 2025Q1: 82,413 shares; 2025Q2: 83,039 shares; 2025Q3: 83,038 shares; 2025Q4: 85,464 shares; 2026Q1: 70,550 shares; 2026Q2: 65,573 shares 65,573 $3.74M 0.08% -4,977 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,837 shares; 2024Q4: 26,642 shares; 2025Q1: 29,046 shares; 2025Q2: 21,659 shares; 2025Q3: 21,435 shares; 2025Q4: 23,013 shares; 2026Q1: 25,348 shares; 2026Q2: 34,862 shares 34,862 $3.73M 0.08% +9,514 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,681 shares; 2025Q3: 76,681 shares; 2025Q4: 76,048 shares; 2026Q1: 79,617 shares; 2026Q2: 110,274 shares 110,274 $3.73M 0.08% +30,657 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,747 shares; 2024Q4: 59,652 shares; 2025Q1: 66,161 shares; 2025Q2: 59,076 shares; 2025Q3: 66,114 shares; 2025Q4: 68,423 shares; 2026Q1: 71,940 shares; 2026Q2: 75,082 shares 75,082 $3.7M 0.08% +3,142 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,319 shares; 2025Q1: 4,748 shares; 2025Q2: 2,465 shares; 2025Q3: 7,012 shares; 2025Q4: 7,206 shares; 2026Q1: 6,721 shares; 2026Q2: 6,505 shares 6,505 $3.65M 0.08% -216 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,823 shares; 2024Q4: 6,575 shares; 2025Q1: 6,512 shares; 2025Q2: 25,965 shares; 2025Q3: 56,799 shares; 2025Q4: 57,207 shares; 2026Q1: 47,592 shares; 2026Q2: 40,832 shares 40,832 $3.64M 0.08% -6,760 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,324 shares; 2024Q4: 357,163 shares; 2025Q1: 178,559 shares; 2025Q2: 171,466 shares; 2025Q3: 34,799 shares; 2025Q4: 34,888 shares; 2026Q1: 31,949 shares; 2026Q2: 29,185 shares 29,185 $3.63M 0.08% -2,764 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,960 shares; 2024Q4: 9,862 shares; 2025Q1: 9,256 shares; 2025Q2: 12,698 shares; 2025Q3: 12,438 shares; 2025Q4: 21,599 shares; 2026Q1: 9,915 shares; 2026Q2: 77,316 shares 77,316 $3.61M 0.08% +67,401 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,688 shares 70,688 $3.6M 0.08% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,135 shares; 2024Q4: 41,240 shares; 2025Q1: 29,531 shares; 2025Q2: 31,788 shares; 2025Q3: 29,904 shares; 2025Q4: 30,670 shares; 2026Q1: 30,023 shares; 2026Q2: 28,296 shares 28,296 $3.57M 0.08% -1,727 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,269 shares; 2024Q4: 15,085 shares; 2025Q1: 11,666 shares; 2025Q2: 16,340 shares; 2025Q3: 15,904 shares; 2025Q4: 15,874 shares; 2026Q1: 32,002 shares; 2026Q2: 86,666 shares 86,666 $3.57M 0.08% +54,664 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,236 shares; 2025Q1: 17,240 shares; 2025Q2: 17,029 shares; 2025Q3: 22,793 shares; 2025Q4: 37,203 shares; 2026Q1: 50,787 shares; 2026Q2: 58,937 shares 58,937 $3.55M 0.08% +8,150 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,659 shares; 2026Q2: 35,784 shares 35,784 $3.55M 0.08% +1,125 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,548 shares; 2024Q4: 20,788 shares; 2025Q1: 12,185 shares; 2025Q2: 10,873 shares; 2025Q3: 15,736 shares; 2025Q4: 25,676 shares; 2026Q1: 26,192 shares; 2026Q2: 32,411 shares 32,411 $3.49M 0.08% +6,219 Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,058 shares 110,058 $3.49M 0.08% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,697 shares; 2024Q4: 3,997 shares; 2025Q1: 4,325 shares; 2025Q2: 4,160 shares; 2025Q3: 4,011 shares; 2025Q4: 6,358 shares; 2026Q1: 6,465 shares; 2026Q2: 20,615 shares 20,615 $3.48M 0.08% +14,150 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,446 shares; 2024Q4: 19,838 shares; 2025Q1: 15,595 shares; 2025Q2: 17,150 shares; 2025Q3: 17,730 shares; 2025Q4: 19,155 shares; 2026Q1: 30,995 shares; 2026Q2: 32,280 shares 32,280 $3.48M 0.08% +1,285 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,554 shares; 2024Q4: 69,802 shares; 2025Q1: 56,282 shares; 2025Q2: 71,037 shares; 2025Q3: 62,604 shares; 2025Q4: 62,002 shares; 2026Q1: 79,646 shares; 2026Q2: 57,967 shares 57,967 $3.46M 0.07% -21,679 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,236 shares; 2025Q2: 9,502 shares; 2025Q3: 13,178 shares; 2025Q4: 13,397 shares; 2026Q1: 21,906 shares; 2026Q2: 25,809 shares 25,809 $3.44M 0.07% +3,903 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,220 shares; 2025Q2: 13,680 shares; 2025Q3: 14,066 shares; 2025Q4: 14,230 shares; 2026Q1: 34,994 shares; 2026Q2: 38,021 shares 38,021 $3.43M 0.07% +3,027 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,381 shares; 2024Q4: 248,361 shares; 2025Q1: 223,733 shares; 2025Q2: 218,654 shares; 2025Q3: 188,364 shares; 2025Q4: 190,318 shares; 2026Q1: 177,771 shares; 2026Q2: 82,918 shares 82,918 $3.42M 0.07% -94,853 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,060 shares; 2024Q4: 19,939 shares; 2025Q1: 35,654 shares; 2025Q2: 51,479 shares; 2025Q3: 38,083 shares; 2025Q4: 37,438 shares; 2026Q1: 35,458 shares; 2026Q2: 20,972 shares 20,972 $3.4M 0.07% -14,486 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,544 shares; 2024Q4: 67,006 shares; 2025Q1: 74,001 shares; 2025Q2: 80,077 shares; 2025Q3: 81,378 shares; 2025Q4: 84,607 shares; 2026Q1: 84,901 shares; 2026Q2: 86,055 shares 86,055 $3.4M 0.07% +1,154 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,351 shares; 2025Q1: 37,302 shares; 2025Q2: 28,821 shares; 2025Q3: 28,143 shares; 2025Q4: 24,640 shares; 2026Q1: 22,694 shares; 2026Q2: 19,936 shares 19,936 $3.39M 0.07% -2,758 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,408 shares; 2024Q4: 13,720 shares; 2025Q1: 17,354 shares; 2025Q2: 23,923 shares; 2025Q3: 30,260 shares; 2025Q4: 31,631 shares; 2026Q1: 35,292 shares; 2026Q2: 35,140 shares 35,140 $3.36M 0.07% -152 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,927 shares; 2024Q4: 17,877 shares; 2025Q1: 20,245 shares; 2025Q2: 18,738 shares; 2025Q3: 26,291 shares; 2025Q4: 17,124 shares; 2026Q1: 16,867 shares; 2026Q2: 36,711 shares 36,711 $3.33M 0.07% +19,844 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,238 shares; 2024Q4: 557,236 shares; 2025Q1: 426,207 shares; 2025Q2: 578,740 shares; 2025Q3: 510,962 shares; 2025Q4: 431,644 shares; 2026Q1: 206,293 shares; 2026Q2: 43,536 shares 43,536 $3.33M 0.07% -162,757 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,608 shares; 2024Q4: 29,885 shares; 2025Q1: 34,726 shares; 2025Q2: 39,054 shares; 2025Q3: 37,146 shares; 2025Q4: 36,100 shares; 2026Q1: 38,639 shares; 2026Q2: 37,932 shares 37,932 $3.33M 0.07% -707 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454 shares; 2024Q4: 2,157 shares; 2025Q1: 2,352 shares; 2025Q2: 2,106 shares; 2025Q3: 2,467 shares; 2025Q4: 2,548 shares; 2026Q1: 3,199 shares; 2026Q2: 4,007 shares 4,007 $3.33M 0.07% +808 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,655 shares; 2024Q4: 18,688 shares; 2025Q1: 18,364 shares; 2025Q2: 16,437 shares; 2025Q3: 16,026 shares; 2025Q4: 16,068 shares; 2026Q1: 15,008 shares; 2026Q2: 17,932 shares 17,932 $3.32M 0.07% +2,924 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,663 shares; 2024Q4: 5,994 shares; 2025Q1: 6,654 shares; 2025Q2: 6,941 shares; 2025Q3: 5,694 shares; 2025Q4: 5,825 shares; 2026Q1: 4,752 shares; 2026Q2: 4,320 shares 4,320 $3.3M 0.07% -432 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,377 shares; 2024Q4: 63,124 shares; 2025Q1: 63,240 shares; 2025Q2: 50,317 shares; 2025Q3: 51,463 shares; 2025Q4: 43,562 shares; 2026Q1: 43,425 shares; 2026Q2: 37,294 shares 37,294 $3.28M 0.07% -6,131 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,264 shares; 2025Q2: 78,032 shares; 2025Q3: 80,461 shares; 2025Q4: 76,766 shares; 2026Q1: 77,164 shares; 2026Q2: 61,578 shares 61,578 $3.25M 0.07% -15,586 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,128 shares; 2024Q4: 14,182 shares; 2025Q1: 14,807 shares; 2025Q2: 17,308 shares; 2025Q3: 17,822 shares; 2025Q4: 21,502 shares; 2026Q1: 25,847 shares; 2026Q2: 29,346 shares 29,346 $3.22M 0.07% +3,499 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; 2024Q3: 56,217 shares; 2024Q4: 56,045 shares; 2025Q1: 56,481 shares; 2025Q2: 68,700 shares; 2025Q3: 93,567 shares; 2025Q4: 91,054 shares; 2026Q1: 90,076 shares; 2026Q2: 63,212 shares 63,212 $3.21M 0.07% -26,864 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,881 shares; 2026Q1: 3,301 shares; 2026Q2: 5,023 shares 5,023 $3.21M 0.07% +1,722 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,387 shares; 2024Q4: 110,831 shares; 2025Q1: 93,739 shares; 2025Q2: 92,977 shares; 2025Q3: 92,318 shares; 2025Q4: 79,474 shares; 2026Q1: 68,858 shares; 2026Q2: 69,068 shares 69,068 $3.21M 0.07% +210 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,737 shares; 2024Q4: 13,116 shares; 2025Q1: 11,986 shares; 2025Q2: 11,425 shares; 2025Q3: 14,128 shares; 2025Q4: 14,322 shares; 2026Q1: 13,841 shares; 2026Q2: 14,109 shares 14,109 $3.2M 0.07% +268 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,974 shares; 2024Q4: 240,497 shares; 2025Q1: 222,625 shares; 2025Q2: 217,747 shares; 2025Q3: 178,236 shares; 2025Q4: 171,234 shares; 2026Q1: 121,686 shares; 2026Q2: 106,648 shares 106,648 $3.2M 0.07% -15,038 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,742 shares; 2024Q4: 95,992 shares; 2025Q1: 105,948 shares; 2025Q2: 77,150 shares; 2025Q3: 70,934 shares; 2025Q4: 83,870 shares; 2026Q1: 59,049 shares; 2026Q2: 63,295 shares 63,295 $3.19M 0.07% +4,246 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,892 shares; 2024Q4: 19,782 shares; 2025Q1: 13,226 shares; 2025Q2: 109,754 shares; 2025Q3: 124,464 shares; 2025Q4: 101,546 shares; 2026Q1: 160,820 shares; 2026Q2: 121,033 shares 121,033 $3.14M 0.07% -39,787 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,320 shares; 2024Q4: 20,777 shares; 2025Q1: 23,852 shares; 2025Q2: 32,881 shares; 2025Q3: 26,426 shares; 2025Q4: 32,458 shares; 2026Q1: 61,911 shares; 2026Q2: 68,289 shares 68,289 $3.12M 0.07% +6,378 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157,030 shares; 2025Q2: 163,335 shares; 2025Q3: 296,103 shares; 2025Q4: 301,256 shares; 2026Q1: 224,921 shares; 2026Q2: 97,345 shares 97,345 $3.09M 0.07% -127,576 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,217 shares; 2024Q4: 84,379 shares; 2025Q1: 56,557 shares; 2025Q2: 44,630 shares; 2025Q3: 44,441 shares; 2025Q4: 46,577 shares; 2026Q1: 50,974 shares; 2026Q2: 52,412 shares 52,412 $3.09M 0.07% +1,438 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,362 shares; 2024Q4: 20,474 shares; 2025Q1: 40,966 shares; 2025Q2: 44,653 shares; 2025Q3: 48,201 shares; 2025Q4: 55,689 shares; 2026Q1: 71,873 shares; 2026Q2: 87,809 shares 87,809 $3.06M 0.07% +15,936 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,089 shares; 2024Q4: 18,383 shares; 2025Q1: 17,656 shares; 2025Q2: 16,559 shares; 2025Q3: 13,797 shares; 2025Q4: 12,701 shares; 2026Q1: 29,421 shares; 2026Q2: 38,953 shares 38,953 $3.05M 0.07% +9,532 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,519 shares; 2024Q4: 11,203 shares; 2025Q1: 11,428 shares; 2025Q2: 14,171 shares; 2025Q3: 14,613 shares; 2025Q4: 30,113 shares; 2026Q1: 39,962 shares; 2026Q2: 40,302 shares 40,302 $3.04M 0.07% +340 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,192 shares; 2024Q4: 14,368 shares; 2025Q1: 21,761 shares; 2025Q2: 24,535 shares; 2025Q3: 26,684 shares; 2025Q4: 27,341 shares; 2026Q1: 27,871 shares; 2026Q2: 31,778 shares 31,778 $3.01M 0.06% +3,907 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.06% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,577 shares; 2024Q4: 34,529 shares; 2025Q1: 40,661 shares; 2025Q2: 117,502 shares; 2025Q3: 123,330 shares; 2025Q4: 115,549 shares; 2026Q1: 61,971 shares; 2026Q2: 55,841 shares 55,841 $2.99M 0.06% -6,130 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,017 shares; 2024Q4: 35,104 shares; 2025Q1: 34,571 shares; 2025Q2: 35,004 shares; 2025Q3: 34,565 shares; 2025Q4: 33,884 shares; 2026Q1: 32,485 shares; 2026Q2: 31,712 shares 31,712 $2.96M 0.06% -773 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,054 shares; 2024Q4: 10,767 shares; 2025Q1: 19,834 shares; 2025Q2: 25,341 shares; 2025Q3: 20,347 shares; 2025Q4: 58,362 shares; 2026Q1: 61,875 shares; 2026Q2: 57,417 shares 57,417 $2.9M 0.06% -4,458 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,164 shares; 2024Q4: 5,479 shares; 2025Q1: 3,753 shares; 2025Q2: 3,028 shares; 2025Q3: 3,340 shares; 2025Q4: 4,417 shares; 2026Q1: 5,963 shares; 2026Q2: 14,551 shares 14,551 $2.88M 0.06% +8,588 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,218 shares; 2026Q1: 34,084 shares; 2026Q2: 39,223 shares 39,223 $2.86M 0.06% +5,139 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,651 shares; 2024Q4: 12,643 shares; 2025Q1: 12,704 shares; 2025Q2: 13,988 shares; 2025Q3: 14,536 shares; 2025Q4: 14,621 shares; 2026Q1: 17,785 shares; 2026Q2: 24,795 shares 24,795 $2.83M 0.06% +7,010 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,366 shares; 2025Q3: 49,584 shares; 2025Q4: 49,724 shares; 2026Q1: 111,364 shares; 2026Q2: 94,370 shares 94,370 $2.81M 0.06% -16,994 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,507 shares; 2024Q4: 11,577 shares; 2025Q1: 13,541 shares; 2025Q2: 16,502 shares; 2025Q3: 14,712 shares; 2025Q4: 23,414 shares; 2026Q1: 23,732 shares; 2026Q2: 21,482 shares 21,482 $2.79M 0.06% -2,250 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,862 shares; 2026Q2: 10,666 shares 10,666 $2.78M 0.06% +3,804 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,238 shares; 2024Q4: 29,302 shares; 2025Q1: 32,279 shares; 2025Q2: 41,202 shares; 2025Q3: 33,830 shares; 2025Q4: 40,781 shares; 2026Q1: 54,253 shares; 2026Q2: 52,468 shares 52,468 $2.76M 0.06% -1,785 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,710 shares; 2024Q4: 5,555 shares; 2025Q1: 31,710 shares; 2025Q2: 59,103 shares; 2025Q3: 110,239 shares; 2025Q4: 115,966 shares; 2026Q1: 11,912 shares; 2026Q2: 7,543 shares 7,543 $2.76M 0.06% -4,369 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,624 shares; 2024Q4: 36,316 shares; 2025Q1: 30,860 shares; 2025Q2: 47,913 shares; 2025Q3: 52,907 shares; 2025Q4: 54,494 shares; 2026Q1: 60,234 shares; 2026Q2: 65,322 shares 65,322 $2.76M 0.06% +5,088 Timeline BUZZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,961 shares; 2026Q1: 73,270 shares; 2026Q2: 74,401 shares 74,401 $2.75M 0.06% +1,131 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,285 shares; 2026Q1: 34,285 shares; 2026Q2: 71,064 shares 71,064 $2.74M 0.06% +36,779 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,488 shares; 2024Q4: 95,862 shares; 2025Q1: 107,021 shares; 2025Q2: 113,838 shares; 2025Q3: 111,208 shares; 2025Q4: 118,072 shares; 2026Q1: 118,853 shares; 2026Q2: 118,298 shares 118,298 $2.74M 0.06% -555 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,681 shares; 2024Q4: 30,484 shares; 2025Q1: 36,277 shares; 2025Q2: 40,597 shares; 2025Q3: 39,528 shares; 2025Q4: 39,600 shares; 2026Q1: 36,463 shares; 2026Q2: 36,761 shares 36,761 $2.72M 0.06% +298 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,367 shares; 2024Q4: 21,444 shares; 2025Q1: 24,059 shares; 2025Q2: 34,100 shares; 2025Q3: 19,631 shares; 2025Q4: 24,013 shares; 2026Q1: 23,802 shares; 2026Q2: 32,710 shares 32,710 $2.7M 0.06% +8,908 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,153 shares; 2024Q4: 10,420 shares; 2025Q1: 10,291 shares; 2025Q2: 10,832 shares; 2025Q3: 10,795 shares; 2025Q4: 12,495 shares; 2026Q1: 13,627 shares; 2026Q2: 13,360 shares 13,360 $2.67M 0.06% -267 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,384 shares; 2024Q4: 4,252 shares; 2025Q1: 5,721 shares; 2025Q2: 16,556 shares; 2025Q3: 19,186 shares; 2025Q4: 23,743 shares; 2026Q1: 27,965 shares; 2026Q2: 16,189 shares 16,189 $2.65M 0.06% -11,776 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,428 shares; 2024Q4: 16,572 shares; 2025Q1: 27,307 shares; 2025Q2: 36,075 shares; 2025Q3: 41,425 shares; 2025Q4: 29,773 shares; 2026Q1: 31,562 shares; 2026Q2: 36,342 shares 36,342 $2.62M 0.06% +4,780 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,658 shares; 2024Q4: 5,084 shares; 2025Q1: 5,416 shares; 2025Q2: 5,437 shares; 2025Q3: 4,587 shares; 2025Q4: 4,318 shares; 2026Q1: 6,984 shares; 2026Q2: 10,804 shares 10,804 $2.62M 0.06% +3,820 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,374 shares; 2024Q4: 9,944 shares; 2025Q1: 10,906 shares; 2025Q2: 12,454 shares; 2025Q3: 12,591 shares; 2025Q4: 12,764 shares; 2026Q1: 12,672 shares; 2026Q2: 9,685 shares 9,685 $2.62M 0.06% -2,987 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,924 shares; 2024Q4: 6,982 shares; 2025Q1: 7,237 shares; 2025Q2: 7,601 shares; 2025Q3: 8,781 shares; 2025Q4: 7,362 shares; 2026Q1: 7,263 shares; 2026Q2: 10,647 shares 10,647 $2.61M 0.06% +3,384 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,897 shares; 2024Q4: 63,666 shares; 2025Q1: 54,101 shares; 2025Q2: 68,202 shares; 2025Q3: 106,069 shares; 2025Q4: 92,810 shares; 2026Q1: 138,954 shares; 2026Q2: 161,465 shares 161,465 $2.58M 0.06% +22,511 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,870 shares; 2025Q1: 30,233 shares; 2025Q2: 30,801 shares; 2025Q3: 35,140 shares; 2025Q4: 37,886 shares; 2026Q1: 41,749 shares; 2026Q2: 42,525 shares 42,525 $2.52M 0.05% +776 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,470 shares; 2024Q4: 41,974 shares; 2025Q1: 28,408 shares; 2025Q2: 59,011 shares; 2025Q3: 44,918 shares; 2025Q4: 42,184 shares; 2026Q1: 41,413 shares; 2026Q2: 60,251 shares 60,251 $2.49M 0.05% +18,838 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,766 shares; 2024Q4: 41,813 shares; 2025Q1: 38,340 shares; 2025Q2: 36,018 shares; 2025Q3: 30,425 shares; 2025Q4: 33,923 shares; 2026Q1: 23,674 shares; 2026Q2: 22,487 shares 22,487 $2.48M 0.05% -1,187 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,920 shares; 2025Q4: 4,022 shares; 2026Q1: 3,489 shares; 2026Q2: 6,158 shares 6,158 $2.47M 0.05% +2,669 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,748 shares; 2024Q4: 46,937 shares; 2025Q1: 50,215 shares; 2025Q2: 55,093 shares; 2025Q3: 63,031 shares; 2025Q4: 56,324 shares; 2026Q1: 56,453 shares; 2026Q2: 66,068 shares 66,068 $2.46M 0.05% +9,615 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,558 shares; 2024Q4: 8,558 shares; 2025Q1: 8,558 shares; 2025Q2: 4,308 shares; 2025Q3: 4,308 shares; 2025Q4: 3,150 shares; 2026Q1: 26,330 shares; 2026Q2: 31,521 shares 31,521 $2.44M 0.05% +5,191 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,901 shares; 2024Q4: 115,125 shares; 2025Q1: 119,906 shares; 2025Q2: 129,909 shares; 2025Q3: 113,873 shares; 2025Q4: 155,307 shares; 2026Q1: 111,956 shares; 2026Q2: 93,000 shares 93,000 $2.44M 0.05% -18,956 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,224 shares; 2025Q2: 40,302 shares; 2025Q3: 45,442 shares; 2025Q4: 26,746 shares; 2026Q1: 35,750 shares; 2026Q2: 20,836 shares 20,836 $2.42M 0.05% -14,914 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,331 shares; 2024Q4: 2,392 shares; 2025Q1: 2,293 shares; 2025Q2: 2,389 shares; 2025Q3: 1,808 shares; 2025Q4: 1,305 shares; 2026Q1: 1,211 shares; 2026Q2: 1,218 shares 1,218 $2.41M 0.05% +7 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,767 shares; 2024Q4: 10,439 shares; 2025Q1: 8,186 shares; 2025Q2: 5,738 shares; 2025Q3: 5,490 shares; 2025Q4: 11,187 shares; 2026Q1: 7,319 shares; 2026Q2: 35,947 shares 35,947 $2.41M 0.05% +28,628 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,467 shares; 2024Q4: 15,650 shares; 2025Q1: 15,813 shares; 2025Q2: 26,852 shares; 2025Q3: 24,556 shares; 2025Q4: 25,148 shares; 2026Q1: 25,609 shares; 2026Q2: 24,900 shares 24,900 $2.4M 0.05% -709 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,098 shares; 2024Q4: 2,777 shares; 2025Q1: 3,553 shares; 2025Q2: 4,743 shares; 2025Q3: 8,385 shares; 2025Q4: 12,237 shares; 2026Q1: 8,936 shares; 2026Q2: 23,621 shares 23,621 $2.38M 0.05% +14,685 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,704 shares; 2024Q4: 69,509 shares; 2025Q1: 69,181 shares; 2025Q2: 69,060 shares; 2025Q3: 133,772 shares; 2025Q4: 131,325 shares; 2026Q1: 128,831 shares; 2026Q2: 56,675 shares 56,675 $2.37M 0.05% -72,156 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,861 shares; 2024Q4: 67,296 shares; 2025Q1: 69,704 shares; 2025Q2: 110,481 shares; 2025Q3: 123,143 shares; 2025Q4: 107,813 shares; 2026Q1: 78,197 shares; 2026Q2: 78,168 shares 78,168 $2.36M 0.05% -29 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,470 shares; 2024Q4: 43,263 shares; 2025Q1: 44,786 shares; 2025Q2: 30,402 shares; 2025Q3: 30,213 shares; 2025Q4: 37,616 shares; 2026Q1: 33,638 shares; 2026Q2: 51,130 shares 51,130 $2.36M 0.05% +17,492 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,592 shares; 2025Q3: 12,366 shares; 2025Q4: 18,593 shares; 2026Q1: 22,855 shares; 2026Q2: 68,492 shares 68,492 $2.32M 0.05% +45,637 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,906 shares; 2024Q4: 60,404 shares; 2025Q1: 26,331 shares; 2025Q2: 42,019 shares; 2025Q3: 71,473 shares; 2025Q4: 61,790 shares; 2026Q1: 62,587 shares; 2026Q2: 39,320 shares 39,320 $2.27M 0.05% -23,267 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,478 shares; 2025Q1: 43,312 shares; 2025Q2: 51,678 shares; 2025Q3: 100,126 shares; 2025Q4: 74,229 shares; 2026Q1: 66,640 shares; 2026Q2: 111,041 shares 111,041 $2.24M 0.05% +44,401 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,904 shares; 2024Q4: 74,098 shares; 2025Q1: 103,896 shares; 2025Q2: 89,200 shares; 2025Q3: 68,577 shares; 2025Q4: 54,330 shares; 2026Q1: 77,906 shares; 2026Q2: 73,338 shares 73,338 $2.23M 0.05% -4,568 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,616 shares; 2025Q1: 3,015 shares; 2025Q2: 3,699 shares; 2025Q3: 10,646 shares; 2025Q4: 9,790 shares; 2026Q1: 8,334 shares; 2026Q2: 6,627 shares 6,627 $2.22M 0.05% -1,707 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,280 shares; 2025Q1: 15,427 shares; 2025Q2: 25,715 shares; 2025Q3: 24,937 shares; 2025Q4: 33,379 shares; 2026Q1: 51,167 shares; 2026Q2: 45,734 shares 45,734 $2.21M 0.05% -5,433 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,944 shares; 2025Q2: 33,829 shares; 2025Q3: 35,057 shares; 2025Q4: 39,284 shares; 2026Q1: 29,183 shares; 2026Q2: 28,596 shares 28,596 $2.2M 0.05% -587 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,565 shares; 2024Q4: 5,988 shares; 2025Q1: 15,626 shares; 2025Q2: 23,366 shares; 2025Q3: 19,883 shares; 2025Q4: 20,533 shares; 2026Q1: 43,653 shares; 2026Q2: 41,813 shares 41,813 $2.19M 0.05% -1,840 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,500 shares 50,500 $2.19M 0.05% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,971 shares; 2024Q4: 11,945 shares; 2025Q1: 10,609 shares; 2025Q2: 10,882 shares; 2025Q3: 10,302 shares; 2025Q4: 14,906 shares; 2026Q1: 14,757 shares; 2026Q2: 15,058 shares 15,058 $2.18M 0.05% +301 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,956 shares; 2024Q4: 5,032 shares; 2025Q1: 4,684 shares; 2025Q2: 5,905 shares; 2025Q3: 5,898 shares; 2025Q4: 3,752 shares; 2026Q1: 4,452 shares; 2026Q2: 4,198 shares 4,198 $2.16M 0.05% -254 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,580 shares; 2025Q2: 67,246 shares; 2025Q3: 71,605 shares; 2025Q4: 87,964 shares; 2026Q1: 82,985 shares; 2026Q2: 86,272 shares 86,272 $2.16M 0.05% +3,287 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,613 shares; 2024Q4: 17,674 shares; 2025Q1: 22,020 shares; 2025Q2: 23,043 shares; 2025Q3: 24,039 shares; 2025Q4: 31,752 shares; 2026Q1: 33,286 shares; 2026Q2: 52,375 shares 52,375 $2.16M 0.05% +19,089 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,118 shares; 2025Q2: 30,861 shares; 2025Q3: 27,243 shares; 2025Q4: 10,043 shares; 2026Q1: 69,557 shares; 2026Q2: 112,605 shares 112,605 $2.15M 0.05% +43,048 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,925 shares; 2024Q4: 12,848 shares; 2025Q1: 12,712 shares; 2025Q2: 25,484 shares; 2025Q3: 26,333 shares; 2025Q4: 25,971 shares; 2026Q1: 26,082 shares; 2026Q2: 24,818 shares 24,818 $2.15M 0.05% -1,264 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,033 shares; 2024Q4: 3,073 shares; 2025Q1: 3,364 shares; 2025Q2: 3,761 shares; 2025Q3: 3,441 shares; 2025Q4: 3,255 shares; 2026Q1: 3,610 shares; 2026Q2: 5,327 shares 5,327 $2.14M 0.05% +1,717 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,742 shares; 2024Q4: 18,897 shares; 2025Q1: 17,898 shares; 2025Q2: 21,670 shares; 2025Q3: 21,703 shares; 2025Q4: 50,009 shares; 2026Q1: 48,865 shares; 2026Q2: 47,122 shares 47,122 $2.14M 0.05% -1,743 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,292 shares; 2025Q2: 124,687 shares; 2025Q3: 132,884 shares; 2025Q4: 99,809 shares; 2026Q1: 62,856 shares; 2026Q2: 91,008 shares 91,008 $2.13M 0.05% +28,152 Timeline TMAT 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; 2024Q3: 71,593 shares; 2024Q4: 70,470 shares; 2025Q1: 72,395 shares; 2025Q2: 72,653 shares; 2025Q3: 72,619 shares; 2025Q4: 66,933 shares; 2026Q1: 68,123 shares; 2026Q2: 67,614 shares 67,614 $2.13M 0.05% -509 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,379 shares; 2024Q4: 2,390 shares; 2025Q1: 2,290 shares; 2025Q2: 2,326 shares; 2025Q3: 2,434 shares; 2025Q4: 2,740 shares; 2026Q1: 3,016 shares; 2026Q2: 8,529 shares 8,529 $2.1M 0.05% +5,513 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,078 shares; 2024Q4: 39,323 shares; 2025Q1: 42,413 shares; 2025Q2: 40,538 shares; 2025Q3: 39,180 shares; 2025Q4: 43,565 shares; 2026Q1: 17,901 shares; 2026Q2: 14,339 shares 14,339 $2.1M 0.05% -3,562 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,244 shares; 2024Q4: 21,869 shares; 2025Q1: 27,882 shares; 2025Q2: 27,427 shares; 2025Q3: 26,226 shares; 2025Q4: 25,198 shares; 2026Q1: 47,377 shares; 2026Q2: 45,839 shares 45,839 $2.1M 0.05% -1,538 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 2,184 shares; 2025Q1: 3,271 shares; 2025Q2: 3,348 shares; 2025Q3: 2,240 shares; 2025Q4: 2,072 shares; 2026Q1: 1,760 shares; 2026Q2: 1,510 shares 1,510 $2.09M 0.05% -250 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,544 shares; 2024Q4: 24,488 shares; 2025Q1: 17,711 shares; 2025Q2: 30,655 shares; 2025Q3: 31,241 shares; 2025Q4: 26,878 shares; 2026Q1: 21,337 shares; 2026Q2: 48,114 shares 48,114 $2.08M 0.04% +26,777 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,740 shares; 2024Q4: 131,892 shares; 2025Q1: 134,306 shares; 2025Q2: 144,489 shares; 2025Q3: 142,220 shares; 2025Q4: 135,748 shares; 2026Q1: 126,315 shares; 2026Q2: 100,206 shares 100,206 $2.07M 0.04% -26,109 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,741 shares; 2026Q1: 71,070 shares; 2026Q2: 71,997 shares 71,997 $2.07M 0.04% +927 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: 2,251 shares; 2025Q1: 2,272 shares; 2025Q2: 2,283 shares; 2025Q3: 1,910 shares; 2025Q4: 1,834 shares; 2026Q1: 1,321 shares; 2026Q2: 1,819 shares 1,819 $2.06M 0.04% +498 Timeline JUSA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,520 shares 30,520 $2.05M 0.04% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,139 shares; 2024Q4: 25,134 shares; 2025Q1: 26,985 shares; 2025Q2: 29,013 shares; 2025Q3: 30,362 shares; 2025Q4: 30,987 shares; 2026Q1: 32,420 shares; 2026Q2: 32,406 shares 32,406 $2.02M 0.04% -14 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,812 shares; 2024Q4: 8,070 shares; 2025Q1: 5,929 shares; 2025Q2: 6,541 shares; 2025Q3: 5,643 shares; 2025Q4: 5,557 shares; 2026Q1: 5,139 shares; 2026Q2: 6,373 shares 6,373 $2.02M 0.04% +1,234 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,532 shares; 2024Q4: 14,428 shares; 2025Q1: 14,875 shares; 2025Q2: 27,414 shares; 2025Q3: 28,587 shares; 2025Q4: 27,311 shares; 2026Q1: 28,944 shares; 2026Q2: 18,733 shares 18,733 $2.01M 0.04% -10,211 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,250 shares; 2024Q4: 20,648 shares; 2025Q1: 20,960 shares; 2025Q2: 18,900 shares; 2025Q3: 22,165 shares; 2025Q4: 27,537 shares; 2026Q1: 31,005 shares; 2026Q2: 38,695 shares 38,695 $1.99M 0.04% +7,690 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,307 shares; 2024Q4: 48,451 shares; 2025Q1: 48,802 shares; 2025Q2: 48,580 shares; 2025Q3: 33,781 shares; 2025Q4: 43,047 shares; 2026Q1: 43,392 shares; 2026Q2: 27,655 shares 27,655 $1.97M 0.04% -15,737 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,307 shares; 2025Q2: 4,103 shares; 2025Q3: 2,583 shares; 2025Q4: 5,768 shares; 2026Q1: 6,941 shares; 2026Q2: 10,578 shares 10,578 $1.95M 0.04% +3,637 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,646 shares; 2024Q4: 54,652 shares; 2025Q1: 50,363 shares; 2025Q2: 56,552 shares; 2025Q3: 52,401 shares; 2025Q4: 50,468 shares; 2026Q1: 48,979 shares; 2026Q2: 39,982 shares 39,982 $1.95M 0.04% -8,997 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,571 shares; 2024Q4: 74,025 shares; 2025Q1: 80,773 shares; 2025Q2: 85,901 shares; 2025Q3: 82,770 shares; 2025Q4: 48,482 shares; 2026Q1: 40,804 shares; 2026Q2: 38,526 shares 38,526 $1.95M 0.04% -2,278 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,600 shares; 2024Q4: 43,655 shares; 2025Q1: 42,359 shares; 2025Q2: 41,849 shares; 2025Q3: 41,744 shares; 2025Q4: 41,682 shares; 2026Q1: 45,231 shares; 2026Q2: 45,200 shares 45,200 $1.95M 0.04% -31 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,320 shares; 2024Q4: 15,433 shares; 2025Q1: 20,953 shares; 2025Q2: 16,936 shares; 2025Q3: 13,692 shares; 2025Q4: 14,960 shares; 2026Q1: 17,545 shares; 2026Q2: 28,015 shares 28,015 $1.94M 0.04% +10,470 Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174,885 shares 174,885 $1.94M 0.04% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,907 shares; 2024Q4: 23,800 shares; 2025Q1: 25,568 shares; 2025Q2: 28,518 shares; 2025Q3: 23,501 shares; 2025Q4: 23,339 shares; 2026Q1: 25,827 shares; 2026Q2: 17,121 shares 17,121 $1.93M 0.04% -8,706 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,724 shares; 2026Q2: 37,537 shares 37,537 $1.92M 0.04% +3,813 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,695 shares; 2024Q4: 26,373 shares; 2025Q1: 26,020 shares; 2025Q2: 66,928 shares; 2025Q3: 55,741 shares; 2025Q4: 96,259 shares; 2026Q1: 69,861 shares; 2026Q2: 101,090 shares 101,090 $1.91M 0.04% +31,229 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,565 shares; 2024Q4: 37,479 shares; 2025Q1: 38,280 shares; 2025Q2: 66,683 shares; 2025Q3: 7,725 shares; 2025Q4: 8,692 shares; 2026Q1: 17,411 shares; 2026Q2: 23,219 shares 23,219 $1.91M 0.04% +5,808 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556 shares; 2024Q4: 2,385 shares; 2025Q1: 13,711 shares; 2025Q2: 13,357 shares; 2025Q3: 8,591 shares; 2025Q4: 8,248 shares; 2026Q1: 7,829 shares; 2026Q2: 7,016 shares 7,016 $1.89M 0.04% -813 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,986 shares; 2024Q4: 15,882 shares; 2025Q1: 17,568 shares; 2025Q2: 17,653 shares; 2025Q3: 16,793 shares; 2025Q4: 16,636 shares; 2026Q1: 14,990 shares; 2026Q2: 13,447 shares 13,447 $1.88M 0.04% -1,543 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,036 shares 25,036 $1.87M 0.04% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,285 shares; 2024Q4: 13,589 shares; 2025Q1: 12,142 shares; 2025Q2: 11,396 shares; 2025Q3: 10,623 shares; 2025Q4: 11,747 shares; 2026Q1: 13,558 shares; 2026Q2: 11,970 shares 11,970 $1.87M 0.04% -1,588 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,336 shares; 2026Q1: 10,062 shares; 2026Q2: 11,306 shares 11,306 $1.87M 0.04% +1,244 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,799 shares; 2024Q4: 21,778 shares; 2025Q1: 23,517 shares; 2025Q2: 32,647 shares; 2025Q3: 31,181 shares; 2025Q4: 31,491 shares; 2026Q1: 20,932 shares; 2026Q2: 14,944 shares 14,944 $1.86M 0.04% -5,988 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,837 shares; 2024Q4: 12,000 shares; 2025Q1: 7,977 shares; 2025Q2: 13,607 shares; 2025Q3: 32,102 shares; 2025Q4: 38,051 shares; 2026Q1: 30,049 shares; 2026Q2: 34,250 shares 34,250 $1.86M 0.04% +4,201 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,522 shares; 2024Q4: 349,966 shares; 2025Q1: 251,767 shares; 2025Q2: 43,570 shares; 2025Q3: 29,221 shares; 2025Q4: 23,666 shares; 2026Q1: 20,303 shares; 2026Q2: 18,050 shares 18,050 $1.85M 0.04% -2,253 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,945 shares; 2025Q2: 9,059 shares; 2025Q3: 6,379 shares; 2025Q4: 6,671 shares; 2026Q1: 5,433 shares; 2026Q2: 9,748 shares 9,748 $1.82M 0.04% +4,315 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,408 shares; 2024Q4: 5,224 shares; 2025Q1: 9,585 shares; 2025Q2: 11,935 shares; 2025Q3: 7,815 shares; 2025Q4: 9,627 shares; 2026Q1: 9,167 shares; 2026Q2: 10,814 shares 10,814 $1.82M 0.04% +1,647 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,389 shares; 2024Q4: 10,410 shares; 2025Q1: 8,748 shares; 2025Q2: 8,922 shares; 2025Q3: 9,657 shares; 2025Q4: 9,926 shares; 2026Q1: 7,968 shares; 2026Q2: 8,229 shares 8,229 $1.82M 0.04% +261 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,853 shares; 2024Q4: 22,134 shares; 2025Q1: 23,212 shares; 2025Q2: 23,500 shares; 2025Q3: 24,005 shares; 2025Q4: 49,818 shares; 2026Q1: 51,195 shares; 2026Q2: 22,359 shares 22,359 $1.81M 0.04% -28,836 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,539 shares; 2026Q1: 6,253 shares; 2026Q2: 34,044 shares 34,044 $1.81M 0.04% +27,791 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,319 shares; 2024Q4: 10,166 shares; 2025Q1: 9,692 shares; 2025Q2: 10,012 shares; 2025Q3: 8,540 shares; 2025Q4: 8,861 shares; 2026Q1: 8,811 shares; 2026Q2: 6,880 shares 6,880 $1.8M 0.04% -1,931 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,832 shares; 2024Q4: 35,968 shares; 2025Q1: 22,442 shares; 2025Q2: 25,025 shares; 2025Q3: 23,565 shares; 2025Q4: 24,620 shares; 2026Q1: 24,920 shares; 2026Q2: 18,749 shares 18,749 $1.79M 0.04% -6,171 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,623 shares; 2024Q4: 67,534 shares; 2025Q1: 64,711 shares; 2025Q2: 44,861 shares; 2025Q3: 94,025 shares; 2025Q4: 113,549 shares; 2026Q1: 136,863 shares; 2026Q2: 155,196 shares 155,196 $1.79M 0.04% +18,333 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,826 shares; 2024Q4: 106,538 shares; 2025Q1: 42,758 shares; 2025Q2: 45,817 shares; 2025Q3: 42,504 shares; 2025Q4: 36,799 shares; 2026Q1: 45,758 shares; 2026Q2: 37,544 shares 37,544 $1.78M 0.04% -8,214 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,974 shares; 2024Q4: 226,475 shares; 2025Q1: 219,073 shares; 2025Q2: 72,513 shares; 2025Q3: 19,611 shares; 2025Q4: 16,846 shares; 2026Q1: 15,759 shares; 2026Q2: 14,301 shares 14,301 $1.78M 0.04% -1,458 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,721 shares; 2024Q4: 2,381 shares; 2025Q1: 2,494 shares; 2025Q2: 2,379 shares; 2025Q3: 2,372 shares; 2025Q4: 1,906 shares; 2026Q1: 15,394 shares; 2026Q2: 64,757 shares 64,757 $1.77M 0.04% +49,363 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,366 shares; 2024Q4: 31,053 shares; 2025Q1: 30,399 shares; 2025Q2: 30,688 shares; 2025Q3: 29,804 shares; 2025Q4: 34,881 shares; 2026Q1: 36,483 shares; 2026Q2: 32,409 shares 32,409 $1.77M 0.04% -4,074 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,838 shares; 2026Q1: 6,832 shares; 2026Q2: 31,169 shares 31,169 $1.77M 0.04% +24,337 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,375 shares; 2024Q4: 21,614 shares; 2025Q1: 16,643 shares; 2025Q2: 16,697 shares; 2025Q3: 12,418 shares; 2025Q4: 12,057 shares; 2026Q1: 12,197 shares; 2026Q2: 10,395 shares 10,395 $1.77M 0.04% -1,802 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,356 shares; 2026Q1: 54,188 shares; 2026Q2: 68,182 shares 68,182 $1.75M 0.04% +13,994 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,282 shares; 2024Q4: 22,282 shares; 2025Q1: 22,282 shares; 2025Q2: 22,320 shares; 2025Q3: 42,305 shares; 2025Q4: 42,183 shares; 2026Q1: 42,182 shares; 2026Q2: 40,045 shares 40,045 $1.74M 0.04% -2,137 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 1,692 shares; 2025Q1: 2,642 shares; 2025Q2: 1,686 shares; 2025Q3: 1,639 shares; 2025Q4: 1,768 shares; 2026Q1: 1,613 shares; 2026Q2: 7,968 shares 7,968 $1.74M 0.04% +6,355 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,475 shares; 2024Q4: 28,245 shares; 2025Q1: 32,246 shares; 2025Q2: 33,971 shares; 2025Q3: 32,569 shares; 2025Q4: 35,883 shares; 2026Q1: 37,397 shares; 2026Q2: 34,681 shares 34,681 $1.74M 0.04% -2,716 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,957 shares; 2024Q4: 40,912 shares; 2025Q1: 26,478 shares; 2025Q2: 35,657 shares; 2025Q3: 38,355 shares; 2025Q4: 52,244 shares; 2026Q1: 48,016 shares; 2026Q2: 52,108 shares 52,108 $1.73M 0.04% +4,092 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,977 shares; 2024Q4: 24,882 shares; 2025Q1: 25,464 shares; 2025Q2: 17,803 shares; 2025Q3: 15,603 shares; 2025Q4: 20,265 shares; 2026Q1: 20,810 shares; 2026Q2: 15,903 shares 15,903 $1.73M 0.04% -4,907 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,390 shares; 2024Q4: 15,375 shares; 2025Q1: 24,077 shares; 2025Q2: 20,316 shares; 2025Q3: 20,487 shares; 2025Q4: 23,263 shares; 2026Q1: 24,195 shares; 2026Q2: 39,951 shares 39,951 $1.73M 0.04% +15,756 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,692 shares; 2024Q4: 30,779 shares; 2025Q1: 32,748 shares; 2025Q2: 35,258 shares; 2025Q3: 33,880 shares; 2025Q4: 30,862 shares; 2026Q1: 30,184 shares; 2026Q2: 29,888 shares 29,888 $1.72M 0.04% -296 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,632 shares; 2024Q4: 48,278 shares; 2025Q1: 51,878 shares; 2025Q2: 54,917 shares; 2025Q3: 51,697 shares; 2025Q4: 57,134 shares; 2026Q1: 55,673 shares; 2026Q2: 54,372 shares 54,372 $1.72M 0.04% -1,301 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,224 shares; 2024Q4: 4,918 shares; 2025Q1: 4,746 shares; 2025Q2: 5,553 shares; 2025Q3: 9,493 shares; 2025Q4: 9,213 shares; 2026Q1: 9,554 shares; 2026Q2: 24,318 shares 24,318 $1.72M 0.04% +14,764 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,724 shares; 2024Q4: 30,724 shares; 2025Q1: 34,038 shares; 2025Q2: 34,038 shares; 2025Q3: 32,545 shares; 2025Q4: 32,545 shares; 2026Q1: 41,393 shares; 2026Q2: 38,813 shares 38,813 $1.71M 0.04% -2,580 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,504 shares; 2024Q4: 26,098 shares; 2025Q1: 26,017 shares; 2025Q2: 27,401 shares; 2025Q3: 27,194 shares; 2025Q4: 33,285 shares; 2026Q1: 33,223 shares; 2026Q2: 22,537 shares 22,537 $1.71M 0.04% -10,686 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,391 shares; 2024Q4: 35,244 shares; 2025Q1: 22,574 shares; 2025Q2: 23,642 shares; 2025Q3: 47,286 shares; 2025Q4: 54,750 shares; 2026Q1: 57,441 shares; 2026Q2: 69,476 shares 69,476 $1.71M 0.04% +12,035 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,537 shares; 2024Q4: 24,890 shares; 2025Q1: 51,068 shares; 2025Q2: 59,382 shares; 2025Q3: 53,114 shares; 2025Q4: 49,289 shares; 2026Q1: 37,733 shares; 2026Q2: 28,239 shares 28,239 $1.71M 0.04% -9,494 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,679 shares; 2026Q1: 46,194 shares; 2026Q2: 69,194 shares 69,194 $1.7M 0.04% +23,000 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,194 shares; 2024Q4: 332,288 shares; 2025Q1: 290,478 shares; 2025Q2: 303,832 shares; 2025Q3: 20,894 shares; 2025Q4: 19,179 shares; 2026Q1: 17,779 shares; 2026Q2: 17,934 shares 17,934 $1.7M 0.04% +155 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 5,940 shares; 2025Q1: 6,382 shares; 2025Q2: 4,297 shares; 2025Q3: 4,837 shares; 2025Q4: 5,006 shares; 2026Q1: 4,881 shares; 2026Q2: 4,930 shares 4,930 $1.69M 0.04% +49 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,188 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,559 shares; 2026Q2: 60,565 shares 60,565 $1.68M 0.04% +14,006 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887 shares; 2024Q4: 3,835 shares; 2025Q1: 5,532 shares; 2025Q2: 5,343 shares; 2025Q3: 3,576 shares; 2025Q4: 4,321 shares; 2026Q1: 5,366 shares; 2026Q2: 10,997 shares 10,997 $1.67M 0.04% +5,631 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 623 shares; 2025Q1: 764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,141 shares; 2026Q1: 2,408 shares; 2026Q2: 3,086 shares 3,086 $1.67M 0.04% +678 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,111 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,230 shares 11,230 $1.67M 0.04% new Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,008 shares; 2026Q1: 19,368 shares; 2026Q2: 19,581 shares 19,581 $1.67M 0.04% +213 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,572 shares; 2024Q4: 11,959 shares; 2025Q1: 11,219 shares; 2025Q2: 11,411 shares; 2025Q3: 11,376 shares; 2025Q4: 10,976 shares; 2026Q1: 11,715 shares; 2026Q2: 11,011 shares 11,011 $1.67M 0.04% -704 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,911 shares; 2024Q4: 7,003 shares; 2025Q1: 6,090 shares; 2025Q2: 7,765 shares; 2025Q3: 8,006 shares; 2025Q4: 7,663 shares; 2026Q1: 7,734 shares; 2026Q2: 7,662 shares 7,662 $1.66M 0.04% -72 Timeline BUYW 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; 2024Q3: 192,241 shares; 2024Q4: 201,159 shares; 2025Q1: 194,417 shares; 2025Q2: 192,942 shares; 2025Q3: 92,356 shares; 2025Q4: 101,271 shares; 2026Q1: 103,544 shares; 2026Q2: 112,624 shares 112,624 $1.63M 0.04% +9,080 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,390 shares; 2024Q4: 33,971 shares; 2025Q1: 33,910 shares; 2025Q2: 33,172 shares; 2025Q3: 32,521 shares; 2025Q4: 26,716 shares; 2026Q1: 33,319 shares; 2026Q2: 31,462 shares 31,462 $1.62M 0.03% -1,857 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 3,106 shares; 2025Q1: 5,387 shares; 2025Q2: 5,702 shares; 2025Q3: 5,460 shares; 2025Q4: 4,328 shares; 2026Q1: 4,061 shares; 2026Q2: 3,165 shares 3,165 $1.61M 0.03% -896 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,184 shares; 2024Q4: 8,723 shares; 2025Q1: 4,887 shares; 2025Q2: 5,805 shares; 2025Q3: 3,348 shares; 2025Q4: 3,498 shares; 2026Q1: 3,576 shares; 2026Q2: 3,160 shares 3,160 $1.61M 0.03% -416 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,737 shares; 2025Q1: 39,397 shares; 2025Q2: 91,375 shares; 2025Q3: 119,732 shares; 2025Q4: 131,017 shares; 2026Q1: 143,690 shares; 2026Q2: 118,865 shares 118,865 $1.6M 0.03% -24,825 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,530 shares; 2024Q4: 9,796 shares; 2025Q1: 13,761 shares; 2025Q2: 13,808 shares; 2025Q3: 44,835 shares; 2025Q4: 44,625 shares; 2026Q1: 45,639 shares; 2026Q2: 41,222 shares 41,222 $1.6M 0.03% -4,417 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,701 shares; 2024Q4: 291,213 shares; 2025Q1: 180,322 shares; 2025Q2: 164,437 shares; 2025Q3: 126,989 shares; 2025Q4: 131,616 shares; 2026Q1: 136,128 shares; 2026Q2: 114,481 shares 114,481 $1.59M 0.03% -21,647 Timeline BRIB FIS TR More: the full row for FIS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,640 shares 63,640 $1.59M 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,980 shares; 2024Q4: 12,052 shares; 2025Q1: 14,620 shares; 2025Q2: 15,259 shares; 2025Q3: 14,947 shares; 2025Q4: 16,087 shares; 2026Q1: 17,064 shares; 2026Q2: 17,263 shares 17,263 $1.58M 0.03% +199 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,025 shares; 2024Q4: 10,060 shares; 2025Q1: 9,941 shares; 2025Q2: 9,954 shares; 2025Q3: 9,927 shares; 2025Q4: 10,534 shares; 2026Q1: 11,158 shares; 2026Q2: 10,947 shares 10,947 $1.58M 0.03% -211 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,739 shares; 2024Q4: 10,697 shares; 2025Q1: 11,078 shares; 2025Q2: 12,404 shares; 2025Q3: 12,993 shares; 2025Q4: 12,574 shares; 2026Q1: 13,093 shares; 2026Q2: 12,484 shares 12,484 $1.58M 0.03% -609 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,287 shares; 2024Q4: 10,016 shares; 2025Q1: 17,613 shares; 2025Q2: 20,508 shares; 2025Q3: 16,446 shares; 2025Q4: 17,462 shares; 2026Q1: 20,319 shares; 2026Q2: 18,305 shares 18,305 $1.58M 0.03% -2,014 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,781 shares; 2025Q2: 9,821 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,494 shares 22,494 $1.58M 0.03% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,408 shares; 2024Q4: 56,017 shares; 2025Q1: 66,571 shares; 2025Q2: 62,636 shares; 2025Q3: 53,504 shares; 2025Q4: 58,341 shares; 2026Q1: 68,158 shares; 2026Q2: 69,528 shares 69,528 $1.57M 0.03% +1,370 Timeline SOXL 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,734 shares; 2026Q2: 5,897 shares 5,897 $1.57M 0.03% +163 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,064 shares; 2025Q3: 35,280 shares; 2025Q4: 35,274 shares; 2026Q1: 43,820 shares; 2026Q2: 46,648 shares 46,648 $1.56M 0.03% +2,828 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,027 shares; 2024Q4: 6,831 shares; 2025Q1: 6,525 shares; 2025Q2: 7,778 shares; 2025Q3: 5,620 shares; 2025Q4: 5,038 shares; 2026Q1: 5,240 shares; 2026Q2: 3,111 shares 3,111 $1.56M 0.03% -2,129 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,249 shares; 2024Q4: 42,831 shares; 2025Q1: 35,571 shares; 2025Q2: 32,037 shares; 2025Q3: 30,183 shares; 2025Q4: 27,346 shares; 2026Q1: 26,793 shares; 2026Q2: 19,623 shares 19,623 $1.56M 0.03% -7,170 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,093 shares; 2024Q4: 6,049 shares; 2025Q1: 6,025 shares; 2025Q2: 6,095 shares; 2025Q3: 5,103 shares; 2025Q4: 5,006 shares; 2026Q1: 4,179 shares; 2026Q2: 4,140 shares 4,140 $1.55M 0.03% -39 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,290 shares 8,290 $1.55M 0.03% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,637 shares; 2024Q4: 13,892 shares; 2025Q1: 14,951 shares; 2025Q2: 15,733 shares; 2025Q3: 18,232 shares; 2025Q4: 22,287 shares; 2026Q1: 20,578 shares; 2026Q2: 18,701 shares 18,701 $1.55M 0.03% -1,877 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 10,726 shares; 2025Q1: 10,015 shares; 2025Q2: 25,627 shares; 2025Q3: 32,716 shares; 2025Q4: 34,119 shares; 2026Q1: 34,609 shares; 2026Q2: 37,243 shares 37,243 $1.54M 0.03% +2,634 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 334,693 shares; 2025Q1: 1,314,320 shares; 2025Q2: 1,392,152 shares; 2025Q3: 1,396,531 shares; 2025Q4: 37,032 shares; 2026Q1: 1,417,296 shares; 2026Q2: 50,276 shares 50,276 $1.54M 0.03% -1,367,020 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912 shares; 2024Q4: 966 shares; 2025Q1: 1,268 shares; 2025Q2: 1,220 shares; 2025Q3: 1,183 shares; 2025Q4: 1,203 shares; 2026Q1: 2,075 shares; 2026Q2: 2,144 shares 2,144 $1.53M 0.03% +69 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,200 shares; 2024Q4: 32,922 shares; 2025Q1: 33,040 shares; 2025Q2: 32,776 shares; 2025Q3: 31,357 shares; 2025Q4: 31,351 shares; 2026Q1: 32,187 shares; 2026Q2: 31,972 shares 31,972 $1.53M 0.03% -215 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,407 shares; 2025Q1: 19,501 shares; 2025Q2: 18,356 shares; 2025Q3: 19,987 shares; 2025Q4: 33,424 shares; 2026Q1: 31,796 shares; 2026Q2: 24,074 shares 24,074 $1.51M 0.03% -7,722 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,774 shares; 2024Q4: 2,039 shares; 2025Q1: 1,965 shares; 2025Q2: 2,036 shares; 2025Q3: 5,576 shares; 2025Q4: 5,859 shares; 2026Q1: 6,046 shares; 2026Q2: 5,550 shares 5,550 $1.5M 0.03% -496 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,017 shares; 2024Q4: 44,960 shares; 2025Q1: 49,497 shares; 2025Q2: 48,580 shares; 2025Q3: 53,483 shares; 2025Q4: 56,254 shares; 2026Q1: 61,991 shares; 2026Q2: 60,328 shares 60,328 $1.5M 0.03% -1,663 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 320 shares; 2025Q1: 400 shares; 2025Q2: 414 shares; 2025Q3: 406 shares; 2025Q4: 390 shares; 2026Q1: 387 shares; 2026Q2: 8,358 shares 8,358 $1.49M 0.03% +7,971 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,976 shares; 2024Q4: 11,370 shares; 2025Q1: 8,945 shares; 2025Q2: 7,800 shares; 2025Q3: 7,300 shares; 2025Q4: 7,478 shares; 2026Q1: 7,589 shares; 2026Q2: 6,617 shares 6,617 $1.48M 0.03% -972 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,374 shares; 2025Q4: 3,915 shares; 2026Q1: 3,854 shares; 2026Q2: 4,885 shares 4,885 $1.48M 0.03% +1,031 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,655 shares; 2024Q4: 4,986 shares; 2025Q1: 5,472 shares; 2025Q2: 6,027 shares; 2025Q3: 4,283 shares; 2025Q4: 4,236 shares; 2026Q1: 3,883 shares; 2026Q2: 3,701 shares 3,701 $1.47M 0.03% -182 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,620 shares; 2025Q3: 28,267 shares; 2025Q4: 38,869 shares; 2026Q1: 45,992 shares; 2026Q2: 74,742 shares 74,742 $1.47M 0.03% +28,750 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,173 shares; 2024Q4: 48,230 shares; 2025Q1: 48,833 shares; 2025Q2: 37,076 shares; 2025Q3: 24,344 shares; 2025Q4: 39,317 shares; 2026Q1: 45,124 shares; 2026Q2: 49,815 shares 49,815 $1.46M 0.03% +4,691 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,571 shares; 2024Q4: 5,194 shares; 2025Q1: 5,523 shares; 2025Q2: 13,472 shares; 2025Q3: 10,150 shares; 2025Q4: 15,766 shares; 2026Q1: 14,132 shares; 2026Q2: 11,749 shares 11,749 $1.46M 0.03% -2,383 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,392 shares; 2026Q2: 55,091 shares 55,091 $1.46M 0.03% +20,699 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,351 shares; 2025Q1: 21,558 shares; 2025Q2: 19,807 shares; 2025Q3: 21,562 shares; 2025Q4: 22,817 shares; 2026Q1: 24,435 shares; 2026Q2: 24,669 shares 24,669 $1.46M 0.03% +234 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,433 shares; 2024Q4: 25,138 shares; 2025Q1: 25,138 shares; 2025Q2: 25,138 shares; 2025Q3: 80,372 shares; 2025Q4: 25,173 shares; 2026Q1: 25,132 shares; 2026Q2: 35,436 shares 35,436 $1.45M 0.03% +10,304 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 2,037 shares; 2025Q1: 915 shares; 2025Q2: 858 shares; 2025Q3: 890 shares; 2025Q4: 926 shares; 2026Q1: 3,906 shares; 2026Q2: 2,949 shares 2,949 $1.45M 0.03% -957 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,041 shares; 2024Q4: 18,118 shares; 2025Q1: 18,879 shares; 2025Q2: 19,034 shares; 2025Q3: 20,347 shares; 2025Q4: 20,460 shares; 2026Q1: 19,240 shares; 2026Q2: 16,647 shares 16,647 $1.45M 0.03% -2,593 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,286 shares; 2024Q4: 7,406 shares; 2025Q1: 6,729 shares; 2025Q2: 6,304 shares; 2025Q3: 6,438 shares; 2025Q4: 5,991 shares; 2026Q1: 7,065 shares; 2026Q2: 6,062 shares 6,062 $1.44M 0.03% -1,003 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,855 shares; 2024Q4: 77,262 shares; 2025Q1: 5,657 shares; 2025Q2: 4,523 shares; 2025Q3: 16,464 shares; 2025Q4: 21,401 shares; 2026Q1: 21,956 shares; 2026Q2: 22,829 shares 22,829 $1.44M 0.03% +873 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,714 shares; 2024Q4: 10,321 shares; 2025Q1: 10,508 shares; 2025Q2: 14,731 shares; 2025Q3: 9,183 shares; 2025Q4: 8,979 shares; 2026Q1: 9,385 shares; 2026Q2: 7,757 shares 7,757 $1.43M 0.03% -1,628 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,528 shares; 2024Q4: 4,248 shares; 2025Q1: 5,756 shares; 2025Q2: 7,126 shares; 2025Q3: 6,836 shares; 2025Q4: 8,350 shares; 2026Q1: 22,623 shares; 2026Q2: 19,185 shares 19,185 $1.43M 0.03% -3,438 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,786 shares; 2025Q1: 9,117 shares; 2025Q2: 12,518 shares; 2025Q3: 11,797 shares; 2025Q4: 11,980 shares; 2026Q1: 9,123 shares; 2026Q2: 12,425 shares 12,425 $1.43M 0.03% +3,302 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,745 shares; 2024Q4: 40,439 shares; 2025Q1: 19,801 shares; 2025Q2: 21,747 shares; 2025Q3: 16,689 shares; 2025Q4: 7,012 shares; 2026Q1: 14,125 shares; 2026Q2: 36,955 shares 36,955 $1.43M 0.03% +22,830 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: not reported; 2025Q4: 21,011 shares; 2026Q1: 20,613 shares; 2026Q2: 16,365 shares 16,365 $1.42M 0.03% -4,248 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,919 shares; 2024Q4: 13,818 shares; 2025Q1: 20,656 shares; 2025Q2: 30,001 shares; 2025Q3: 26,830 shares; 2025Q4: 24,681 shares; 2026Q1: 30,738 shares; 2026Q2: 32,511 shares 32,511 $1.42M 0.03% +1,773 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,382 shares; 2025Q1: 50,960 shares; 2025Q2: 32,036 shares; 2025Q3: 60,651 shares; 2025Q4: 43,419 shares; 2026Q1: 69,486 shares; 2026Q2: 42,149 shares 42,149 $1.41M 0.03% -27,337 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,576 shares; 2024Q4: 8,490 shares; 2025Q1: 7,890 shares; 2025Q2: 7,808 shares; 2025Q3: 44,050 shares; 2025Q4: 45,317 shares; 2026Q1: 50,221 shares; 2026Q2: 59,505 shares 59,505 $1.41M 0.03% +9,284 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,322 shares; 2024Q4: 1,508 shares; 2025Q1: 1,486 shares; 2025Q2: 23,794 shares; 2025Q3: 21,763 shares; 2025Q4: 18,900 shares; 2026Q1: 16,399 shares; 2026Q2: 15,248 shares 15,248 $1.4M 0.03% -1,151 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,935 shares; 2024Q4: 8,991 shares; 2025Q1: 11,391 shares; 2025Q2: 12,551 shares; 2025Q3: 12,182 shares; 2025Q4: 13,350 shares; 2026Q1: 13,230 shares; 2026Q2: 8,957 shares 8,957 $1.4M 0.03% -4,273 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,893 shares; 2024Q4: 43,695 shares; 2025Q1: 39,659 shares; 2025Q2: 38,931 shares; 2025Q3: 25,702 shares; 2025Q4: 27,886 shares; 2026Q1: 30,168 shares; 2026Q2: 32,378 shares 32,378 $1.4M 0.03% +2,210 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,917 shares; 2025Q3: 6,885 shares; 2025Q4: 5,021 shares; 2026Q1: 4,509 shares; 2026Q2: 3,721 shares 3,721 $1.36M 0.03% -788 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,796 shares; 2024Q4: 1,871 shares; 2025Q1: 1,951 shares; 2025Q2: 3,556 shares; 2025Q3: 3,409 shares; 2025Q4: 4,091 shares; 2026Q1: 6,334 shares; 2026Q2: 7,054 shares 7,054 $1.35M 0.03% +720 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,167 shares; 2024Q4: 31,541 shares; 2025Q1: 36,275 shares; 2025Q2: 39,604 shares; 2025Q3: 41,278 shares; 2025Q4: 51,122 shares; 2026Q1: 52,248 shares; 2026Q2: 71,174 shares 71,174 $1.35M 0.03% +18,926 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,601 shares; 2024Q4: 18,685 shares; 2025Q1: 35,261 shares; 2025Q2: 44,912 shares; 2025Q3: 50,403 shares; 2025Q4: 55,227 shares; 2026Q1: 52,805 shares; 2026Q2: 56,882 shares 56,882 $1.35M 0.03% +4,077 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,549 shares; 2026Q1: 57,248 shares; 2026Q2: 52,658 shares 52,658 $1.35M 0.03% -4,590 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,008 shares; 2024Q4: 9,934 shares; 2025Q1: 11,152 shares; 2025Q2: 11,161 shares; 2025Q3: 11,192 shares; 2025Q4: 11,230 shares; 2026Q1: 10,909 shares; 2026Q2: 9,801 shares 9,801 $1.34M 0.03% -1,108 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,439 shares 94,439 $1.34M 0.03% new Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,213 shares 34,213 $1.33M 0.03% new Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,989 shares; 2024Q4: 7,315 shares; 2025Q1: 8,446 shares; 2025Q2: 25,973 shares; 2025Q3: 25,049 shares; 2025Q4: 24,495 shares; 2026Q1: 25,325 shares; 2026Q2: 26,426 shares 26,426 $1.33M 0.03% +1,101 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,419 shares; 2024Q4: 84,086 shares; 2025Q1: 83,762 shares; 2025Q2: 87,061 shares; 2025Q3: 68,268 shares; 2025Q4: 75,016 shares; 2026Q1: 77,626 shares; 2026Q2: 71,159 shares 71,159 $1.33M 0.03% -6,467 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,018 shares; 2025Q1: 61,031 shares; 2025Q2: 26,251 shares; 2025Q3: 30,348 shares; 2025Q4: 33,006 shares; 2026Q1: 33,074 shares; 2026Q2: 33,803 shares 33,803 $1.33M 0.03% +729 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,039 shares; 2024Q4: 33,840 shares; 2025Q1: 15,292 shares; 2025Q2: 51,447 shares; 2025Q3: 42,490 shares; 2025Q4: 41,175 shares; 2026Q1: 26,392 shares; 2026Q2: 31,700 shares 31,700 $1.32M 0.03% +5,308 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,448 shares; 2024Q4: 12,517 shares; 2025Q1: 11,365 shares; 2025Q2: 17,041 shares; 2025Q3: 18,106 shares; 2025Q4: 12,144 shares; 2026Q1: 13,924 shares; 2026Q2: 13,701 shares 13,701 $1.32M 0.03% -223 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,877 shares; 2024Q4: 30,079 shares; 2025Q1: 35,090 shares; 2025Q2: 25,140 shares; 2025Q3: 26,514 shares; 2025Q4: 28,170 shares; 2026Q1: 35,089 shares; 2026Q2: 19,504 shares 19,504 $1.32M 0.03% -15,585 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,144 shares; 2024Q4: 37,515 shares; 2025Q1: 27,450 shares; 2025Q2: 19,311 shares; 2025Q3: 17,673 shares; 2025Q4: 24,514 shares; 2026Q1: 20,988 shares; 2026Q2: 19,941 shares 19,941 $1.32M 0.03% -1,047 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,766 shares; 2024Q4: 11,087 shares; 2025Q1: 10,772 shares; 2025Q2: not reported; 2025Q3: 9,537 shares; 2025Q4: 17,563 shares; 2026Q1: 17,830 shares; 2026Q2: 16,447 shares 16,447 $1.32M 0.03% -1,383 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,599 shares; 2024Q4: 21,237 shares; 2025Q1: 23,696 shares; 2025Q2: 19,624 shares; 2025Q3: 19,525 shares; 2025Q4: 20,208 shares; 2026Q1: 17,138 shares; 2026Q2: 12,568 shares 12,568 $1.31M 0.03% -4,570 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,144 shares; 2024Q4: 6,632 shares; 2025Q1: 6,078 shares; 2025Q2: 5,881 shares; 2025Q3: 8,367 shares; 2025Q4: 9,494 shares; 2026Q1: 10,868 shares; 2026Q2: 9,281 shares 9,281 $1.3M 0.03% -1,587 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,949 shares; 2026Q2: 20,730 shares 20,730 $1.3M 0.03% +4,781 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,804 shares; 2026Q1: 22,936 shares; 2026Q2: 23,150 shares 23,150 $1.29M 0.03% +214 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,649 shares; 2024Q4: 47,307 shares; 2025Q1: 44,957 shares; 2025Q2: 50,418 shares; 2025Q3: 48,583 shares; 2025Q4: 37,001 shares; 2026Q1: 19,618 shares; 2026Q2: 30,189 shares 30,189 $1.29M 0.03% +10,571 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,843 shares; 2024Q4: 2,181 shares; 2025Q1: 2,987 shares; 2025Q2: 2,928 shares; 2025Q3: 2,968 shares; 2025Q4: 3,070 shares; 2026Q1: 3,084 shares; 2026Q2: 3,026 shares 3,026 $1.29M 0.03% -58 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,482 shares; 2025Q1: 1,390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,524 shares; 2026Q2: 4,802 shares 4,802 $1.29M 0.03% -1,722 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,167 shares; 2024Q4: 19,024 shares; 2025Q1: 20,997 shares; 2025Q2: 23,299 shares; 2025Q3: 26,989 shares; 2025Q4: 23,630 shares; 2026Q1: 26,959 shares; 2026Q2: 31,406 shares 31,406 $1.28M 0.03% +4,447 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 3,226 shares; 2025Q1: 4,755 shares; 2025Q2: 5,501 shares; 2025Q3: 4,993 shares; 2025Q4: 5,233 shares; 2026Q1: 5,581 shares; 2026Q2: 5,711 shares 5,711 $1.27M 0.03% +130 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,908 shares; 2024Q4: 12,507 shares; 2025Q1: 15,094 shares; 2025Q2: 16,425 shares; 2025Q3: 20,805 shares; 2025Q4: 19,806 shares; 2026Q1: 22,309 shares; 2026Q2: 23,266 shares 23,266 $1.27M 0.03% +957 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,867 shares; 2026Q2: 23,479 shares 23,479 $1.26M 0.03% -1,388 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,927 shares; 2025Q1: 3,157 shares; 2025Q2: 2,561 shares; 2025Q3: 2,589 shares; 2025Q4: 2,594 shares; 2026Q1: 2,767 shares; 2026Q2: 3,034 shares 3,034 $1.26M 0.03% +267 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,780 shares; 2025Q1: 4,302 shares; 2025Q2: 9,808 shares; 2025Q3: 10,355 shares; 2025Q4: 11,512 shares; 2026Q1: 11,154 shares; 2026Q2: 11,159 shares 11,159 $1.25M 0.03% +5 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: 2,123 shares; 2025Q1: 2,387 shares; 2025Q2: 2,716 shares; 2025Q3: 1,776 shares; 2025Q4: 1,683 shares; 2026Q1: 1,880 shares; 2026Q2: 1,731 shares 1,731 $1.25M 0.03% -149 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,971 shares; 2024Q4: 1,852 shares; 2025Q1: 1,428 shares; 2025Q2: 1,628 shares; 2025Q3: 1,951 shares; 2025Q4: 2,554 shares; 2026Q1: 2,906 shares; 2026Q2: 14,122 shares 14,122 $1.24M 0.03% +11,216 Timeline