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: 5,042,809 shares; 2024Q4: 5,112,238 shares; 2025Q1: 5,184,807 shares; 2025Q2: 5,309,040 shares; 2025Q3: 5,458,462 shares; 2025Q4: 5,564,462 shares; 2026Q1: 5,611,282 shares; 2026Q2: 5,687,753 shares 5,687,753 $1.24B 6.85% +76,471 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751,348 shares; 2024Q4: 1,739,729 shares; 2025Q1: 1,713,329 shares; 2025Q2: 1,758,337 shares; 2025Q3: 1,773,973 shares; 2025Q4: 1,773,369 shares; 2026Q1: 1,811,209 shares; 2026Q2: 10,927,884 shares 10,927,884 $941M 5.2% +9,116,675 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: 6,673,704 shares; 2024Q4: 6,942,779 shares; 2025Q1: 7,216,790 shares; 2025Q2: 7,344,681 shares; 2025Q3: 7,620,987 shares; 2025Q4: 7,848,801 shares; 2026Q1: 7,763,644 shares; 2026Q2: 7,913,764 shares 7,913,764 $755M 4.18% +150,120 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: 4,060,094 shares; 2024Q4: 4,231,376 shares; 2025Q1: 4,436,224 shares; 2025Q2: 4,417,779 shares; 2025Q3: 4,598,418 shares; 2025Q4: 4,831,227 shares; 2026Q1: 5,167,126 shares; 2026Q2: 5,295,358 shares 5,295,358 $524M 2.9% +128,232 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509,115 shares; 2024Q4: 1,515,140 shares; 2025Q1: 1,488,352 shares; 2025Q2: 1,490,699 shares; 2025Q3: 1,513,425 shares; 2025Q4: 1,496,845 shares; 2026Q1: 1,523,959 shares; 2026Q2: 1,500,901 shares 1,500,901 $434M 2.4% -23,058 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: 719,256 shares; 2024Q4: 739,373 shares; 2025Q1: 750,824 shares; 2025Q2: 818,515 shares; 2025Q3: 834,601 shares; 2025Q4: 844,062 shares; 2026Q1: 885,003 shares; 2026Q2: 888,808 shares 888,808 $332M 1.83% +3,805 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: 1,049,996 shares; 2024Q4: 1,080,253 shares; 2025Q1: 1,134,640 shares; 2025Q2: 1,184,451 shares; 2025Q3: 1,216,060 shares; 2025Q4: 1,246,342 shares; 2026Q1: 1,273,529 shares; 2026Q2: 1,281,525 shares 1,281,525 $283M 1.57% +7,996 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: 3,456,795 shares; 2024Q4: 3,573,184 shares; 2025Q1: 3,611,201 shares; 2025Q2: 3,605,323 shares; 2025Q3: 3,617,422 shares; 2025Q4: 3,630,720 shares; 2026Q1: 3,572,615 shares; 2026Q2: 3,530,275 shares 3,530,275 $252M 1.39% -42,340 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: 706,380 shares; 2024Q4: 699,276 shares; 2025Q1: 686,704 shares; 2025Q2: 850,542 shares; 2025Q3: 753,954 shares; 2025Q4: 731,244 shares; 2026Q1: 714,286 shares; 2026Q2: 663,035 shares 663,035 $250M 1.38% -51,251 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,949,463 shares; 2024Q4: 5,166,285 shares; 2025Q1: 5,485,111 shares; 2025Q2: 5,580,940 shares; 2025Q3: 5,798,792 shares; 2025Q4: 6,069,488 shares; 2026Q1: 6,479,879 shares; 2026Q2: 6,668,535 shares 6,668,535 $223M 1.23% +188,656 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: 470,692 shares; 2024Q4: 477,341 shares; 2025Q1: 494,554 shares; 2025Q2: 512,122 shares; 2025Q3: 521,555 shares; 2025Q4: 532,522 shares; 2026Q1: 544,695 shares; 2026Q2: 550,307 shares 550,307 $217M 1.2% +5,612 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: 1,010,463 shares; 2024Q4: 988,121 shares; 2025Q1: 1,003,603 shares; 2025Q2: 1,056,205 shares; 2025Q3: 1,078,142 shares; 2025Q4: 1,084,503 shares; 2026Q1: 1,082,519 shares; 2026Q2: 1,080,361 shares 1,080,361 $216M 1.2% -2,158 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: 651,643 shares; 2024Q4: 667,557 shares; 2025Q1: 692,759 shares; 2025Q2: 701,409 shares; 2025Q3: 722,238 shares; 2025Q4: 752,437 shares; 2026Q1: 776,248 shares; 2026Q2: 784,523 shares 784,523 $187M 1.03% +8,275 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: 370,274 shares; 2024Q4: 368,052 shares; 2025Q1: 361,876 shares; 2025Q2: 362,956 shares; 2025Q3: 362,459 shares; 2025Q4: 362,006 shares; 2026Q1: 378,467 shares; 2026Q2: 1,490,000 shares 1,490,000 $185M 1.02% +1,111,533 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: 302,800 shares; 2024Q4: 386,417 shares; 2025Q1: 3,241,910 shares; 2025Q2: 3,296,914 shares; 2025Q3: 3,377,036 shares; 2025Q4: 3,541,612 shares; 2026Q1: 3,639,940 shares; 2026Q2: 3,732,526 shares 3,732,526 $184M 1.02% +92,586 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,026 shares; 2024Q4: 153,417 shares; 2025Q1: 154,350 shares; 2025Q2: 185,669 shares; 2025Q3: 190,692 shares; 2025Q4: 188,392 shares; 2026Q1: 189,386 shares; 2026Q2: 188,778 shares 188,778 $177M 0.98% -608 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: 216,631 shares; 2024Q4: 219,652 shares; 2025Q1: 227,621 shares; 2025Q2: 240,799 shares; 2025Q3: 257,148 shares; 2025Q4: 264,661 shares; 2026Q1: 265,319 shares; 2026Q2: 255,739 shares 255,739 $176M 0.97% -9,580 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: 227,968 shares; 2024Q4: 228,038 shares; 2025Q1: 228,083 shares; 2025Q2: 328,674 shares; 2025Q3: 313,258 shares; 2025Q4: 302,705 shares; 2026Q1: 271,554 shares; 2026Q2: 241,237 shares 241,237 $172M 0.95% -30,317 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: 780,464 shares; 2024Q4: 779,190 shares; 2025Q1: 784,434 shares; 2025Q2: 956,165 shares; 2025Q3: 938,501 shares; 2025Q4: 925,047 shares; 2026Q1: 895,509 shares; 2026Q2: 885,793 shares 885,793 $168M 0.93% -9,716 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882,125 shares; 2024Q4: 897,864 shares; 2025Q1: 922,596 shares; 2025Q2: 954,981 shares; 2025Q3: 1,008,272 shares; 2025Q4: 1,053,108 shares; 2026Q1: 1,091,192 shares; 2026Q2: 1,132,668 shares 1,132,668 $167M 0.93% +41,476 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: 582,575 shares; 2024Q4: 555,326 shares; 2025Q1: 552,320 shares; 2025Q2: 714,235 shares; 2025Q3: 723,906 shares; 2025Q4: 714,597 shares; 2026Q1: 663,775 shares; 2026Q2: 616,117 shares 616,117 $156M 0.87% -47,658 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: 412,733 shares; 2024Q4: 430,117 shares; 2025Q1: 437,910 shares; 2025Q2: 447,847 shares; 2025Q3: 447,666 shares; 2025Q4: 442,119 shares; 2026Q1: 437,268 shares; 2026Q2: 436,386 shares 436,386 $156M 0.86% -882 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: 270,334 shares; 2024Q4: 276,167 shares; 2025Q1: 282,840 shares; 2025Q2: 288,623 shares; 2025Q3: 298,973 shares; 2025Q4: 295,371 shares; 2026Q1: 296,807 shares; 2026Q2: 305,386 shares 305,386 $153M 0.84% +8,579 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: 533,585 shares; 2024Q4: 532,232 shares; 2025Q1: 557,902 shares; 2025Q2: 552,652 shares; 2025Q3: 552,843 shares; 2025Q4: 416,102 shares; 2026Q1: 407,604 shares; 2026Q2: 408,802 shares 408,802 $151M 0.84% +1,198 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007,144 shares; 2024Q4: 1,025,894 shares; 2025Q1: 1,058,274 shares; 2025Q2: 1,097,315 shares; 2025Q3: 1,149,366 shares; 2025Q4: 1,192,808 shares; 2026Q1: 1,226,067 shares; 2026Q2: 1,251,060 shares 1,251,060 $147M 0.81% +24,993 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: 640,341 shares; 2024Q4: 644,524 shares; 2025Q1: 656,794 shares; 2025Q2: 693,744 shares; 2025Q3: 761,156 shares; 2025Q4: 829,110 shares; 2026Q1: 868,479 shares; 2026Q2: 868,322 shares 868,322 $137M 0.76% -157 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: 176,376 shares; 2024Q4: 175,733 shares; 2025Q1: 171,515 shares; 2025Q2: 169,281 shares; 2025Q3: 169,174 shares; 2025Q4: 170,089 shares; 2026Q1: 176,187 shares; 2026Q2: 182,675 shares 182,675 $137M 0.76% +6,488 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: 477,920 shares; 2024Q4: 505,661 shares; 2025Q1: 545,008 shares; 2025Q2: 552,745 shares; 2025Q3: 584,713 shares; 2025Q4: 599,698 shares; 2026Q1: 605,588 shares; 2026Q2: 615,670 shares 615,670 $135M 0.75% +10,082 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: 410,413 shares; 2024Q4: 406,458 shares; 2025Q1: 413,795 shares; 2025Q2: 411,478 shares; 2025Q3: 412,803 shares; 2025Q4: 411,795 shares; 2026Q1: 398,461 shares; 2026Q2: 392,911 shares 392,911 $129M 0.71% -5,550 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: 351,371 shares; 2024Q4: 346,592 shares; 2025Q1: 350,767 shares; 2025Q2: 350,673 shares; 2025Q3: 350,906 shares; 2025Q4: 351,231 shares; 2026Q1: 360,002 shares; 2026Q2: 362,245 shares 362,245 $124M 0.69% +2,243 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: 155,863 shares; 2024Q4: 162,027 shares; 2025Q1: 161,960 shares; 2025Q2: 175,990 shares; 2025Q3: 182,192 shares; 2025Q4: 184,078 shares; 2026Q1: 182,913 shares; 2026Q2: 162,392 shares 162,392 $120M 0.66% -20,521 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: 1,524,026 shares; 2024Q4: 1,580,839 shares; 2025Q1: 1,631,119 shares; 2025Q2: 1,676,535 shares; 2025Q3: 1,802,200 shares; 2025Q4: 1,880,613 shares; 2026Q1: 1,981,688 shares; 2026Q2: 1,981,139 shares 1,981,139 $118M 0.65% -549 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669,374 shares; 2024Q4: 1,721,639 shares; 2025Q1: 1,767,970 shares; 2025Q2: 1,832,085 shares; 2025Q3: 1,971,830 shares; 2025Q4: 2,055,842 shares; 2026Q1: 2,109,275 shares; 2026Q2: 2,175,841 shares 2,175,841 $118M 0.65% +66,566 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,262 shares; 2024Q4: 240,268 shares; 2025Q1: 245,612 shares; 2025Q2: 335,949 shares; 2025Q3: 357,044 shares; 2025Q4: 362,921 shares; 2026Q1: 363,955 shares; 2026Q2: 338,664 shares 338,664 $115M 0.64% -25,291 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: 286,906 shares; 2024Q4: 288,712 shares; 2025Q1: 297,000 shares; 2025Q2: 325,974 shares; 2025Q3: 338,256 shares; 2025Q4: 336,318 shares; 2026Q1: 337,258 shares; 2026Q2: 317,018 shares 317,018 $112M 0.62% -20,240 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,599,009 shares; 2024Q4: 2,665,320 shares; 2025Q1: 2,766,610 shares; 2025Q2: 2,766,429 shares; 2025Q3: 2,797,757 shares; 2025Q4: 2,814,774 shares; 2026Q1: 2,783,778 shares; 2026Q2: 2,791,019 shares 2,791,019 $103M 0.57% +7,241 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: 602,441 shares; 2024Q4: 598,132 shares; 2025Q1: 605,495 shares; 2025Q2: 1,009,785 shares; 2025Q3: 1,072,321 shares; 2025Q4: 1,074,681 shares; 2026Q1: 1,031,531 shares; 2026Q2: 1,045,908 shares 1,045,908 $91.8M 0.51% +14,377 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: 259,196 shares; 2024Q4: 260,243 shares; 2025Q1: 262,858 shares; 2025Q2: 350,182 shares; 2025Q3: 364,234 shares; 2025Q4: 377,862 shares; 2026Q1: 434,698 shares; 2026Q2: 379,644 shares 379,644 $85M 0.47% -55,054 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: 830,717 shares; 2024Q4: 863,894 shares; 2025Q1: 901,522 shares; 2025Q2: 913,931 shares; 2025Q3: 955,584 shares; 2025Q4: 998,970 shares; 2026Q1: 1,059,778 shares; 2026Q2: 1,082,377 shares 1,082,377 $84.3M 0.47% +22,599 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: 78,233 shares; 2024Q4: 78,423 shares; 2025Q1: 80,856 shares; 2025Q2: 82,627 shares; 2025Q3: 83,978 shares; 2025Q4: 82,322 shares; 2026Q1: 80,366 shares; 2026Q2: 77,686 shares 77,686 $82.7M 0.46% -2,680 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,679 shares; 2024Q4: 111,242 shares; 2025Q1: 110,512 shares; 2025Q2: 167,259 shares; 2025Q3: 174,517 shares; 2025Q4: 176,282 shares; 2026Q1: 196,585 shares; 2026Q2: 198,999 shares 198,999 $81M 0.45% +2,414 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: 674,180 shares; 2024Q4: 729,399 shares; 2025Q1: 826,259 shares; 2025Q2: 853,924 shares; 2025Q3: 870,517 shares; 2025Q4: 881,008 shares; 2026Q1: 952,581 shares; 2026Q2: 977,097 shares 977,097 $79.2M 0.44% +24,516 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: 217,734 shares; 2024Q4: 224,241 shares; 2025Q1: 232,425 shares; 2025Q2: 236,832 shares; 2025Q3: 243,054 shares; 2025Q4: 248,154 shares; 2026Q1: 241,522 shares; 2026Q2: 212,286 shares 212,286 $76.9M 0.42% -29,236 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: 1,804,699 shares; 2024Q4: 1,759,441 shares; 2025Q1: 1,938,501 shares; 2025Q2: 3,068,515 shares; 2025Q3: 3,138,676 shares; 2025Q4: 3,094,953 shares; 2026Q1: 3,184,965 shares; 2026Q2: 3,099,476 shares 3,099,476 $74.6M 0.41% -85,489 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: 102,876 shares; 2024Q4: 108,179 shares; 2025Q1: 2,406,024 shares; 2025Q2: 2,486,389 shares; 2025Q3: 2,623,867 shares; 2025Q4: 2,804,828 shares; 2026Q1: 3,010,900 shares; 2026Q2: 3,126,282 shares 3,126,282 $74.6M 0.41% +115,382 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: 420,079 shares; 2024Q4: 427,611 shares; 2025Q1: 426,220 shares; 2025Q2: 432,896 shares; 2025Q3: 446,670 shares; 2025Q4: 457,367 shares; 2026Q1: 459,103 shares; 2026Q2: 394,218 shares 394,218 $72.8M 0.4% -64,885 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: 98,178 shares; 2024Q4: 95,270 shares; 2025Q1: 96,040 shares; 2025Q2: 104,232 shares; 2025Q3: 102,208 shares; 2025Q4: 100,764 shares; 2026Q1: 101,453 shares; 2026Q2: 96,396 shares 96,396 $72M 0.4% -5,057 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,840 shares; 2024Q4: 88,988 shares; 2025Q1: 186,748 shares; 2025Q2: 503,191 shares; 2025Q3: 587,157 shares; 2025Q4: 595,512 shares; 2026Q1: 566,692 shares; 2026Q2: 527,492 shares 527,492 $71.5M 0.4% -39,200 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: 2,231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508,187 shares; 2025Q3: 546,955 shares; 2025Q4: 618,514 shares; 2026Q1: 712,919 shares; 2026Q2: 708,362 shares 708,362 $71.3M 0.39% -4,557 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: 559,837 shares; 2024Q4: 566,034 shares; 2025Q1: 551,950 shares; 2025Q2: 545,916 shares; 2025Q3: 552,383 shares; 2025Q4: 576,959 shares; 2026Q1: 572,593 shares; 2026Q2: 552,007 shares 552,007 $70.9M 0.39% -20,586 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: 43,893 shares; 2024Q4: 41,706 shares; 2025Q1: 43,900 shares; 2025Q2: 46,111 shares; 2025Q3: 48,188 shares; 2025Q4: 49,918 shares; 2026Q1: 52,466 shares; 2026Q2: 55,873 shares 55,873 $67M 0.37% +3,407 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: 442,913 shares; 2024Q4: 435,140 shares; 2025Q1: 439,208 shares; 2025Q2: 414,809 shares; 2025Q3: 414,588 shares; 2025Q4: 512,718 shares; 2026Q1: 524,014 shares; 2026Q2: 491,937 shares 491,937 $66.6M 0.37% -32,077 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: 68,844 shares; 2024Q4: 59,739 shares; 2025Q1: 65,997 shares; 2025Q2: 55,793 shares; 2025Q3: 58,256 shares; 2025Q4: 62,136 shares; 2026Q1: 62,938 shares; 2026Q2: 56,340 shares 56,340 $65M 0.36% -6,598 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: 740,051 shares; 2024Q4: 748,428 shares; 2025Q1: 749,775 shares; 2025Q2: 761,490 shares; 2025Q3: 775,547 shares; 2025Q4: 772,753 shares; 2026Q1: 777,797 shares; 2026Q2: 760,173 shares 760,173 $65M 0.36% -17,624 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: 368,777 shares; 2024Q4: 387,891 shares; 2025Q1: 396,116 shares; 2025Q2: 403,366 shares; 2025Q3: 420,216 shares; 2025Q4: 415,736 shares; 2026Q1: 416,011 shares; 2026Q2: 390,684 shares 390,684 $64.8M 0.36% -25,327 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,783 shares; 2024Q4: 137,280 shares; 2025Q1: 140,789 shares; 2025Q2: 263,832 shares; 2025Q3: 285,034 shares; 2025Q4: 288,059 shares; 2026Q1: 286,679 shares; 2026Q2: 292,510 shares 292,510 $64.5M 0.36% +5,831 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125,949 shares; 2024Q4: 3,487,095 shares; 2025Q1: 1,827,847 shares; 2025Q2: 2,112,887 shares; 2025Q3: 2,187,550 shares; 2025Q4: 2,232,059 shares; 2026Q1: 1,957,156 shares; 2026Q2: 1,955,264 shares 1,955,264 $62M 0.34% -1,892 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: 246,645 shares; 2024Q4: 249,826 shares; 2025Q1: 252,633 shares; 2025Q2: 251,340 shares; 2025Q3: 250,947 shares; 2025Q4: 271,116 shares; 2026Q1: 272,607 shares; 2026Q2: 243,700 shares 243,700 $61.3M 0.34% -28,907 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,829 shares; 2024Q4: 79,855 shares; 2025Q1: 89,251 shares; 2025Q2: 201,281 shares; 2025Q3: 205,951 shares; 2025Q4: 209,979 shares; 2026Q1: 212,011 shares; 2026Q2: 217,331 shares 217,331 $60.6M 0.33% +5,320 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: 38,586 shares; 2024Q4: 46,642 shares; 2025Q1: 59,718 shares; 2025Q2: 58,807 shares; 2025Q3: 60,869 shares; 2025Q4: 62,717 shares; 2026Q1: 57,768 shares; 2026Q2: 57,430 shares 57,430 $58.1M 0.32% -338 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: 171,673 shares; 2024Q4: 178,872 shares; 2025Q1: 178,910 shares; 2025Q2: 182,747 shares; 2025Q3: 186,990 shares; 2025Q4: 190,165 shares; 2026Q1: 245,039 shares; 2026Q2: 243,915 shares 243,915 $57.7M 0.32% -1,124 Timeline RLY 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: 1,069,903 shares; 2024Q4: 1,130,994 shares; 2025Q1: 1,194,795 shares; 2025Q2: 1,259,697 shares; 2025Q3: 1,397,691 shares; 2025Q4: 1,490,134 shares; 2026Q1: 1,540,561 shares; 2026Q2: 1,615,433 shares 1,615,433 $55.7M 0.31% +74,872 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,383 shares; 2024Q4: 433,747 shares; 2025Q1: 435,551 shares; 2025Q2: 437,589 shares; 2025Q3: 438,220 shares; 2025Q4: 426,741 shares; 2026Q1: 420,031 shares; 2026Q2: 397,652 shares 397,652 $54.4M 0.3% -22,379 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: 203,816 shares; 2024Q4: 203,188 shares; 2025Q1: 202,632 shares; 2025Q2: 197,731 shares; 2025Q3: 197,849 shares; 2025Q4: 196,273 shares; 2026Q1: 177,820 shares; 2026Q2: 185,102 shares 185,102 $52.1M 0.29% +7,282 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: 71,472 shares; 2024Q4: 75,732 shares; 2025Q1: 79,651 shares; 2025Q2: 82,822 shares; 2025Q3: 84,411 shares; 2025Q4: 91,868 shares; 2026Q1: 96,569 shares; 2026Q2: 92,378 shares 92,378 $52M 0.29% -4,191 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: 357,067 shares; 2024Q4: 370,555 shares; 2025Q1: 394,203 shares; 2025Q2: 434,857 shares; 2025Q3: 445,638 shares; 2025Q4: 449,185 shares; 2026Q1: 443,885 shares; 2026Q2: 432,250 shares 432,250 $49M 0.27% -11,635 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: 114,357 shares; 2024Q4: 119,834 shares; 2025Q1: 145,534 shares; 2025Q2: 194,236 shares; 2025Q3: 194,862 shares; 2025Q4: 203,261 shares; 2026Q1: 211,881 shares; 2026Q2: 222,239 shares 222,239 $48.1M 0.27% +10,358 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: 76,205 shares; 2024Q4: 77,317 shares; 2025Q1: 74,719 shares; 2025Q2: 75,471 shares; 2025Q3: 78,929 shares; 2025Q4: 82,776 shares; 2026Q1: 80,570 shares; 2026Q2: 73,627 shares 73,627 $46.7M 0.26% -6,943 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: 65 shares; 2024Q4: 63 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 62 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 58 shares 58 $43.4M 0.24% -1 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,645,632 shares; 2025Q3: 3,823,284 shares; 2025Q4: 4,079,815 shares; 2026Q1: 4,232,814 shares; 2026Q2: 4,342,251 shares 4,342,251 $42.2M 0.23% +109,437 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: 147,550 shares; 2024Q4: 149,598 shares; 2025Q1: 147,580 shares; 2025Q2: 149,270 shares; 2025Q3: 154,528 shares; 2025Q4: 151,415 shares; 2026Q1: 143,714 shares; 2026Q2: 154,631 shares 154,631 $42.1M 0.23% +10,917 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,033 shares; 2024Q4: 531,349 shares; 2025Q1: 561,311 shares; 2025Q2: 587,606 shares; 2025Q3: 596,633 shares; 2025Q4: 676,902 shares; 2026Q1: 678,870 shares; 2026Q2: 675,135 shares 675,135 $42M 0.23% -3,735 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: 89,259 shares; 2024Q4: 84,015 shares; 2025Q1: 97,251 shares; 2025Q2: 93,550 shares; 2025Q3: 96,676 shares; 2025Q4: 94,335 shares; 2026Q1: 97,136 shares; 2026Q2: 99,312 shares 99,312 $41.8M 0.23% +2,176 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: 491,422 shares; 2024Q4: 490,321 shares; 2025Q1: 469,637 shares; 2025Q2: 482,858 shares; 2025Q3: 469,079 shares; 2025Q4: 494,954 shares; 2026Q1: 461,597 shares; 2026Q2: 345,969 shares 345,969 $40.6M 0.22% -115,628 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: 146,585 shares; 2024Q4: 162,777 shares; 2025Q1: 172,960 shares; 2025Q2: 179,775 shares; 2025Q3: 177,696 shares; 2025Q4: 189,058 shares; 2026Q1: 192,040 shares; 2026Q2: 190,711 shares 190,711 $40.6M 0.22% -1,329 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: 94,269 shares; 2024Q4: 89,872 shares; 2025Q1: 90,682 shares; 2025Q2: 109,776 shares; 2025Q3: 116,128 shares; 2025Q4: 130,665 shares; 2026Q1: 135,340 shares; 2026Q2: 132,169 shares 132,169 $40.1M 0.22% -3,171 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: 108,018 shares; 2024Q4: 111,354 shares; 2025Q1: 126,831 shares; 2025Q2: 220,274 shares; 2025Q3: 258,599 shares; 2025Q4: 262,819 shares; 2026Q1: 305,168 shares; 2026Q2: 319,809 shares 319,809 $39.8M 0.22% +14,641 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: not reported; 2024Q4: 57,343 shares; 2025Q1: 5,369 shares; 2025Q2: 300,672 shares; 2025Q3: 256,516 shares; 2025Q4: 392,731 shares; 2026Q1: 450,931 shares; 2026Q2: 430,788 shares 430,788 $39.5M 0.22% -20,143 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,970 shares; 2024Q4: 378,327 shares; 2025Q1: 380,259 shares; 2025Q2: 373,292 shares; 2025Q3: 364,760 shares; 2025Q4: 410,192 shares; 2026Q1: 430,319 shares; 2026Q2: 424,820 shares 424,820 $39.2M 0.22% -5,499 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: 224,416 shares; 2024Q4: 350,392 shares; 2025Q1: 488,568 shares; 2025Q2: 747,006 shares; 2025Q3: 809,012 shares; 2025Q4: 839,196 shares; 2026Q1: 905,700 shares; 2026Q2: 808,798 shares 808,798 $38.2M 0.21% -96,902 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: 110,486 shares; 2024Q4: 119,655 shares; 2025Q1: 120,823 shares; 2025Q2: 139,718 shares; 2025Q3: 143,492 shares; 2025Q4: 144,024 shares; 2026Q1: 140,424 shares; 2026Q2: 138,467 shares 138,467 $37.4M 0.21% -1,957 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,980 shares; 2024Q4: 213,287 shares; 2025Q1: 211,826 shares; 2025Q2: 221,820 shares; 2025Q3: 263,575 shares; 2025Q4: 281,588 shares; 2026Q1: 279,252 shares; 2026Q2: 288,920 shares 288,920 $36.9M 0.2% +9,668 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: 462,501 shares; 2024Q4: 550,770 shares; 2025Q1: 654,562 shares; 2025Q2: 643,785 shares; 2025Q3: 669,617 shares; 2025Q4: 673,196 shares; 2026Q1: 736,973 shares; 2026Q2: 850,035 shares 850,035 $36.7M 0.2% +113,062 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,084 shares; 2024Q4: 403,336 shares; 2025Q1: 396,506 shares; 2025Q2: 379,018 shares; 2025Q3: 374,627 shares; 2025Q4: 364,023 shares; 2026Q1: 353,077 shares; 2026Q2: 356,409 shares 356,409 $36.6M 0.2% +3,332 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: 55,888 shares; 2024Q4: 56,185 shares; 2025Q1: 57,993 shares; 2025Q2: 69,270 shares; 2025Q3: 92,588 shares; 2025Q4: 107,776 shares; 2026Q1: 107,724 shares; 2026Q2: 452,353 shares 452,353 $36.4M 0.2% +344,629 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,835 shares; 2024Q4: 305,876 shares; 2025Q1: 314,807 shares; 2025Q2: 312,578 shares; 2025Q3: 318,885 shares; 2025Q4: 323,817 shares; 2026Q1: 320,907 shares; 2026Q2: 321,949 shares 321,949 $35.5M 0.2% +1,042 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: 44,488 shares; 2024Q4: 41,791 shares; 2025Q1: 42,486 shares; 2025Q2: 56,801 shares; 2025Q3: 75,736 shares; 2025Q4: 81,752 shares; 2026Q1: 79,069 shares; 2026Q2: 85,018 shares 85,018 $35.3M 0.2% +5,949 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: 69,787 shares; 2024Q4: 80,389 shares; 2025Q1: 68,422 shares; 2025Q2: 68,806 shares; 2025Q3: 68,012 shares; 2025Q4: 64,326 shares; 2026Q1: 59,241 shares; 2026Q2: 48,872 shares 48,872 $35.3M 0.2% -10,369 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: 42,971 shares; 2024Q4: 41,677 shares; 2025Q1: 47,932 shares; 2025Q2: 59,544 shares; 2025Q3: 67,875 shares; 2025Q4: 72,349 shares; 2026Q1: 74,006 shares; 2026Q2: 72,865 shares 72,865 $34.8M 0.19% -1,141 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: 138,906 shares; 2024Q4: 141,832 shares; 2025Q1: 150,091 shares; 2025Q2: 149,797 shares; 2025Q3: 120,898 shares; 2025Q4: 119,715 shares; 2026Q1: 117,602 shares; 2026Q2: 112,304 shares 112,304 $33.7M 0.19% -5,298 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: 36,451 shares; 2024Q4: 29,674 shares; 2025Q1: 33,307 shares; 2025Q2: 43,295 shares; 2025Q3: 42,694 shares; 2025Q4: 45,006 shares; 2026Q1: 45,276 shares; 2026Q2: 57,719 shares 57,719 $33.5M 0.19% +12,443 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643,217 shares; 2024Q4: 648,617 shares; 2025Q1: 668,193 shares; 2025Q2: 794,813 shares; 2025Q3: 801,180 shares; 2025Q4: 809,229 shares; 2026Q1: 775,587 shares; 2026Q2: 768,466 shares 768,466 $32.5M 0.18% -7,121 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: 96,154 shares; 2025Q1: 103,002 shares; 2025Q2: 105,407 shares; 2025Q3: 93,743 shares; 2025Q4: 88,091 shares; 2026Q1: 80,443 shares; 2026Q2: 74,994 shares 74,994 $32.5M 0.18% -5,449 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: 14,085 shares; 2024Q4: 13,710 shares; 2025Q1: 13,872 shares; 2025Q2: 16,895 shares; 2025Q3: 16,984 shares; 2025Q4: 139,228 shares; 2026Q1: 304,399 shares; 2026Q2: 327,264 shares 327,264 $32.5M 0.18% +22,865 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,387 shares; 2024Q4: 324,604 shares; 2025Q1: 317,384 shares; 2025Q2: 313,583 shares; 2025Q3: 310,584 shares; 2025Q4: 307,332 shares; 2026Q1: 295,476 shares; 2026Q2: 284,370 shares 284,370 $32.5M 0.18% -11,106 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: 36,858 shares; 2024Q4: 37,910 shares; 2025Q1: 41,690 shares; 2025Q2: 44,461 shares; 2025Q3: 40,718 shares; 2025Q4: 39,423 shares; 2026Q1: 43,789 shares; 2026Q2: 42,389 shares 42,389 $32.3M 0.18% -1,400 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: 60,105 shares; 2024Q4: 43,953 shares; 2025Q1: 53,912 shares; 2025Q2: 61,056 shares; 2025Q3: 81,414 shares; 2025Q4: 91,643 shares; 2026Q1: 92,906 shares; 2026Q2: 86,674 shares 86,674 $31.9M 0.18% -6,232 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,600 shares; 2025Q1: 85,077 shares; 2025Q2: 89,847 shares; 2025Q3: 357,930 shares; 2025Q4: 990,605 shares; 2026Q1: 1,088,644 shares; 2026Q2: 1,162,002 shares 1,162,002 $30.8M 0.17% +73,358 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: 188,145 shares; 2024Q4: 195,942 shares; 2025Q1: 206,200 shares; 2025Q2: 209,493 shares; 2025Q3: 208,315 shares; 2025Q4: 205,472 shares; 2026Q1: 209,047 shares; 2026Q2: 205,778 shares 205,778 $30.2M 0.17% -3,269 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,531 shares; 2024Q4: 54,650 shares; 2025Q1: 52,979 shares; 2025Q2: 51,834 shares; 2025Q3: 49,523 shares; 2025Q4: 47,880 shares; 2026Q1: 44,473 shares; 2026Q2: 41,650 shares 41,650 $30M 0.17% -2,823 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439,160 shares; 2024Q4: 440,396 shares; 2025Q1: 434,478 shares; 2025Q2: 426,485 shares; 2025Q3: 427,837 shares; 2025Q4: 407,478 shares; 2026Q1: 398,503 shares; 2026Q2: 393,649 shares 393,649 $29.9M 0.17% -4,854 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: 268,853 shares; 2025Q2: 288,528 shares; 2025Q3: 294,006 shares; 2025Q4: 499,423 shares; 2026Q1: 538,251 shares; 2026Q2: 553,389 shares 553,389 $29.6M 0.16% +15,138 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872,734 shares; 2024Q4: 914,417 shares; 2025Q1: 985,112 shares; 2025Q2: 1,083,734 shares; 2025Q3: 1,470,755 shares; 2025Q4: 1,700,296 shares; 2026Q1: 1,771,311 shares; 2026Q2: 1,943,138 shares 1,943,138 $29.4M 0.16% +171,827 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: 324,024 shares; 2024Q4: 350,233 shares; 2025Q1: 349,148 shares; 2025Q2: 362,261 shares; 2025Q3: 353,068 shares; 2025Q4: 280,604 shares; 2026Q1: 272,971 shares; 2026Q2: 279,641 shares 279,641 $29M 0.16% +6,670 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,123 shares; 2024Q4: 82,574 shares; 2025Q1: 82,711 shares; 2025Q2: 86,482 shares; 2025Q3: 88,842 shares; 2025Q4: 85,846 shares; 2026Q1: 86,888 shares; 2026Q2: 92,172 shares 92,172 $29M 0.16% +5,284 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: 71,298 shares; 2024Q4: 132,440 shares; 2025Q1: 203,793 shares; 2025Q2: 230,309 shares; 2025Q3: 334,345 shares; 2025Q4: 429,881 shares; 2026Q1: 540,435 shares; 2026Q2: 618,038 shares 618,038 $29M 0.16% +77,603 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,884 shares; 2024Q4: 74,961 shares; 2025Q1: 78,573 shares; 2025Q2: 86,791 shares; 2025Q3: 86,296 shares; 2025Q4: 86,688 shares; 2026Q1: 84,756 shares; 2026Q2: 79,858 shares 79,858 $28.3M 0.16% -4,898 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: 489,450 shares; 2024Q4: 482,507 shares; 2025Q1: 509,141 shares; 2025Q2: 512,669 shares; 2025Q3: 555,785 shares; 2025Q4: 585,852 shares; 2026Q1: 648,540 shares; 2026Q2: 667,348 shares 667,348 $28.3M 0.16% +18,808 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553,593 shares; 2024Q4: 587,286 shares; 2025Q1: 644,761 shares; 2025Q2: 607,290 shares; 2025Q3: 645,705 shares; 2025Q4: 688,808 shares; 2026Q1: 742,931 shares; 2026Q2: 801,589 shares 801,589 $27.8M 0.15% +58,658 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: 341,965 shares; 2024Q4: 380,767 shares; 2025Q1: 381,886 shares; 2025Q2: 404,837 shares; 2025Q3: 436,038 shares; 2025Q4: 445,777 shares; 2026Q1: 450,642 shares; 2026Q2: 457,382 shares 457,382 $27.6M 0.15% +6,740 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: 218,570 shares; 2024Q4: 229,516 shares; 2025Q1: 234,464 shares; 2025Q2: 234,951 shares; 2025Q3: 239,045 shares; 2025Q4: 250,095 shares; 2026Q1: 254,101 shares; 2026Q2: 217,905 shares 217,905 $27.6M 0.15% -36,196 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: 251,682 shares; 2024Q4: 262,885 shares; 2025Q1: 270,007 shares; 2025Q2: 272,420 shares; 2025Q3: 227,476 shares; 2025Q4: 209,755 shares; 2026Q1: 193,084 shares; 2026Q2: 183,817 shares 183,817 $27.3M 0.15% -9,267 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: 74,069 shares; 2024Q4: 75,037 shares; 2025Q1: 75,392 shares; 2025Q2: 75,740 shares; 2025Q3: 75,391 shares; 2025Q4: 86,717 shares; 2026Q1: 86,330 shares; 2026Q2: 77,066 shares 77,066 $27.2M 0.15% -9,264 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: 60,056 shares; 2024Q4: 57,242 shares; 2025Q1: 47,147 shares; 2025Q2: 36,876 shares; 2025Q3: 44,615 shares; 2025Q4: 64,081 shares; 2026Q1: 95,361 shares; 2026Q2: 91,088 shares 91,088 $27.1M 0.15% -4,273 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: 432,478 shares; 2024Q4: 445,077 shares; 2025Q1: 442,064 shares; 2025Q2: 458,349 shares; 2025Q3: 458,665 shares; 2025Q4: 458,469 shares; 2026Q1: 467,885 shares; 2026Q2: 470,892 shares 470,892 $26.8M 0.15% +3,007 Timeline JPIE 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: 6,350 shares; 2024Q4: 28,794 shares; 2025Q1: 88,954 shares; 2025Q2: 105,869 shares; 2025Q3: 355,745 shares; 2025Q4: 510,423 shares; 2026Q1: 551,927 shares; 2026Q2: 582,072 shares 582,072 $26.8M 0.15% +30,145 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: 312,949 shares; 2024Q4: 311,635 shares; 2025Q1: 303,615 shares; 2025Q2: 357,324 shares; 2025Q3: 368,861 shares; 2025Q4: 337,708 shares; 2026Q1: 364,763 shares; 2026Q2: 372,126 shares 372,126 $26.8M 0.15% +7,363 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: 70,865 shares; 2024Q4: 74,259 shares; 2025Q1: 79,173 shares; 2025Q2: 79,178 shares; 2025Q3: 79,813 shares; 2025Q4: 81,813 shares; 2026Q1: 83,274 shares; 2026Q2: 302,209 shares 302,209 $26.6M 0.15% +218,935 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,826 shares; 2024Q4: 351,245 shares; 2025Q1: 275,723 shares; 2025Q2: 277,319 shares; 2025Q3: 283,547 shares; 2025Q4: 278,672 shares; 2026Q1: 279,819 shares; 2026Q2: 278,359 shares 278,359 $26.1M 0.14% -1,460 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: 393,830 shares; 2024Q4: 476,791 shares; 2025Q1: 478,583 shares; 2025Q2: 496,138 shares; 2025Q3: 502,981 shares; 2025Q4: 320,092 shares; 2026Q1: 350,377 shares; 2026Q2: 355,826 shares 355,826 $26.1M 0.14% +5,449 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: 178,758 shares; 2024Q4: 193,782 shares; 2025Q1: 225,476 shares; 2025Q2: 335,149 shares; 2025Q3: 488,274 shares; 2025Q4: 618,769 shares; 2026Q1: 592,898 shares; 2026Q2: 627,900 shares 627,900 $25.9M 0.14% +35,002 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,510 shares; 2024Q4: 433,712 shares; 2025Q1: 434,623 shares; 2025Q2: 443,816 shares; 2025Q3: 448,326 shares; 2025Q4: 469,277 shares; 2026Q1: 559,108 shares; 2026Q2: 581,586 shares 581,586 $25.9M 0.14% +22,478 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,140 shares; 2024Q4: 464,582 shares; 2025Q1: 399,331 shares; 2025Q2: 330,621 shares; 2025Q3: 224,547 shares; 2025Q4: 219,714 shares; 2026Q1: 212,815 shares; 2026Q2: 163,017 shares 163,017 $25.5M 0.14% -49,798 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: 470,963 shares; 2024Q4: 483,050 shares; 2025Q1: 503,638 shares; 2025Q2: 499,581 shares; 2025Q3: 404,570 shares; 2025Q4: 342,782 shares; 2026Q1: 328,181 shares; 2026Q2: 323,269 shares 323,269 $24.9M 0.14% -4,912 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: 31,367 shares; 2024Q4: 66,078 shares; 2025Q1: 65,558 shares; 2025Q2: 66,140 shares; 2025Q3: 71,408 shares; 2025Q4: 71,352 shares; 2026Q1: 72,373 shares; 2026Q2: 72,988 shares 72,988 $24.9M 0.14% +615 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,447 shares; 2024Q4: 671,984 shares; 2025Q1: 843,719 shares; 2025Q2: 580,897 shares; 2025Q3: 782,944 shares; 2025Q4: 839,077 shares; 2026Q1: 833,751 shares; 2026Q2: 923,546 shares 923,546 $24.2M 0.13% +89,795 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,060 shares; 2025Q2: 102,672 shares; 2025Q3: 168,014 shares; 2025Q4: 343,258 shares; 2026Q1: 555,174 shares; 2026Q2: 663,109 shares 663,109 $24.1M 0.13% +107,935 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,732 shares; 2024Q4: 477,907 shares; 2025Q1: 463,249 shares; 2025Q2: 478,883 shares; 2025Q3: 495,374 shares; 2025Q4: 500,779 shares; 2026Q1: 501,597 shares; 2026Q2: 500,831 shares 500,831 $24.1M 0.13% -766 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: 271,299 shares; 2024Q4: 276,399 shares; 2025Q1: 289,702 shares; 2025Q2: 306,439 shares; 2025Q3: 278,210 shares; 2025Q4: 253,665 shares; 2026Q1: 257,242 shares; 2026Q2: 248,042 shares 248,042 $23.9M 0.13% -9,200 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: 355,093 shares; 2024Q4: 287,871 shares; 2025Q1: 284,069 shares; 2025Q2: 260,076 shares; 2025Q3: 229,962 shares; 2025Q4: 200,135 shares; 2026Q1: 192,097 shares; 2026Q2: 170,855 shares 170,855 $23.9M 0.13% -21,242 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,454 shares; 2025Q3: 190,687 shares; 2025Q4: 342,984 shares; 2026Q1: 427,042 shares; 2026Q2: 481,367 shares 481,367 $23.5M 0.13% +54,325 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: 298,260 shares; 2024Q4: 328,316 shares; 2025Q1: 313,951 shares; 2025Q2: 304,355 shares; 2025Q3: 294,472 shares; 2025Q4: 292,057 shares; 2026Q1: 287,837 shares; 2026Q2: 280,100 shares 280,100 $22.8M 0.13% -7,737 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: 202,850 shares; 2024Q4: 208,236 shares; 2025Q1: 218,983 shares; 2025Q2: 237,188 shares; 2025Q3: 219,022 shares; 2025Q4: 207,555 shares; 2026Q1: 211,396 shares; 2026Q2: 175,371 shares 175,371 $22.8M 0.13% -36,025 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,434 shares; 2024Q4: 218,647 shares; 2025Q1: 217,207 shares; 2025Q2: 221,940 shares; 2025Q3: 228,471 shares; 2025Q4: 228,203 shares; 2026Q1: 232,570 shares; 2026Q2: 237,279 shares 237,279 $22.7M 0.13% +4,709 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,782 shares; 2024Q4: 383,307 shares; 2025Q1: 437,017 shares; 2025Q2: 475,760 shares; 2025Q3: 489,302 shares; 2025Q4: 398,762 shares; 2026Q1: 441,547 shares; 2026Q2: 464,193 shares 464,193 $22.6M 0.12% +22,646 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,416 shares; 2024Q4: 596,533 shares; 2025Q1: 694,941 shares; 2025Q2: 741,373 shares; 2025Q3: 803,865 shares; 2025Q4: 887,210 shares; 2026Q1: 901,411 shares; 2026Q2: 983,289 shares 983,289 $21.9M 0.12% +81,878 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,933 shares; 2024Q4: 187,825 shares; 2025Q1: 181,358 shares; 2025Q2: 204,761 shares; 2025Q3: 208,489 shares; 2025Q4: 214,627 shares; 2026Q1: 206,370 shares; 2026Q2: 209,787 shares 209,787 $21.7M 0.12% +3,417 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,015 shares; 2024Q4: 122,401 shares; 2025Q1: 126,799 shares; 2025Q2: 131,800 shares; 2025Q3: 147,634 shares; 2025Q4: 192,740 shares; 2026Q1: 253,054 shares; 2026Q2: 305,344 shares 305,344 $21.3M 0.12% +52,290 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: 88,202 shares; 2024Q4: 87,122 shares; 2025Q1: 93,487 shares; 2025Q2: 93,957 shares; 2025Q3: 90,282 shares; 2025Q4: 88,949 shares; 2026Q1: 76,384 shares; 2026Q2: 83,537 shares 83,537 $21.3M 0.12% +7,153 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: 81,918 shares; 2024Q4: 82,390 shares; 2025Q1: 84,752 shares; 2025Q2: 88,130 shares; 2025Q3: 90,698 shares; 2025Q4: 102,944 shares; 2026Q1: 104,431 shares; 2026Q2: 91,906 shares 91,906 $20.5M 0.11% -12,525 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: 83,448 shares; 2024Q4: 77,483 shares; 2025Q1: 79,279 shares; 2025Q2: 161,212 shares; 2025Q3: 161,391 shares; 2025Q4: 175,889 shares; 2026Q1: 188,072 shares; 2026Q2: 178,473 shares 178,473 $20.4M 0.11% -9,599 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,297 shares; 2024Q4: 97,589 shares; 2025Q1: 99,577 shares; 2025Q2: 99,526 shares; 2025Q3: 99,961 shares; 2025Q4: 100,484 shares; 2026Q1: 108,244 shares; 2026Q2: 104,552 shares 104,552 $20.3M 0.11% -3,692 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,904 shares; 2024Q4: 354,740 shares; 2025Q1: 228,284 shares; 2025Q2: 345,389 shares; 2025Q3: 532,314 shares; 2025Q4: 491,663 shares; 2026Q1: 420,172 shares; 2026Q2: 399,878 shares 399,878 $20.2M 0.11% -20,294 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,460 shares; 2025Q3: 98,385 shares; 2025Q4: 193,341 shares; 2026Q1: 362,147 shares; 2026Q2: 397,741 shares 397,741 $20.2M 0.11% +35,594 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: 47,927 shares; 2024Q4: 45,582 shares; 2025Q1: 43,440 shares; 2025Q2: 43,313 shares; 2025Q3: 44,100 shares; 2025Q4: 100,312 shares; 2026Q1: 100,049 shares; 2026Q2: 106,005 shares 106,005 $20.2M 0.11% +5,956 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,792 shares; 2024Q4: 255,671 shares; 2025Q1: 225,141 shares; 2025Q2: 214,736 shares; 2025Q3: 185,895 shares; 2025Q4: 189,637 shares; 2026Q1: 299,493 shares; 2026Q2: 321,109 shares 321,109 $20.2M 0.11% +21,616 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,660 shares; 2024Q4: 147,306 shares; 2025Q1: 180,863 shares; 2025Q2: 193,957 shares; 2025Q3: 209,281 shares; 2025Q4: 210,973 shares; 2026Q1: 213,330 shares; 2026Q2: 209,571 shares 209,571 $20.2M 0.11% -3,759 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: 605,156 shares; 2024Q4: 618,274 shares; 2025Q1: 639,466 shares; 2025Q2: 640,898 shares; 2025Q3: 644,322 shares; 2025Q4: 640,761 shares; 2026Q1: 658,241 shares; 2026Q2: 628,692 shares 628,692 $20.1M 0.11% -29,549 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: 100,856 shares; 2024Q4: 97,910 shares; 2025Q1: 103,357 shares; 2025Q2: 128,660 shares; 2025Q3: 118,608 shares; 2025Q4: 122,174 shares; 2026Q1: 127,823 shares; 2026Q2: 135,686 shares 135,686 $19.9M 0.11% +7,863 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,070 shares; 2024Q4: 130,235 shares; 2025Q1: 110,330 shares; 2025Q2: 108,963 shares; 2025Q3: 107,503 shares; 2025Q4: 114,359 shares; 2026Q1: 116,306 shares; 2026Q2: 80,246 shares 80,246 $19.8M 0.11% -36,060 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,083 shares; 2024Q4: 271,767 shares; 2025Q1: 302,482 shares; 2025Q2: 745,879 shares; 2025Q3: 842,476 shares; 2025Q4: 879,889 shares; 2026Q1: 922,703 shares; 2026Q2: 1,010,033 shares 1,010,033 $19.7M 0.11% +87,330 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,709 shares; 2024Q4: 45,931 shares; 2025Q1: 34,560 shares; 2025Q2: 34,418 shares; 2025Q3: 34,319 shares; 2025Q4: 33,638 shares; 2026Q1: 33,770 shares; 2026Q2: 33,866 shares 33,866 $19.6M 0.11% +96 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,001 shares; 2024Q4: 126,970 shares; 2025Q1: 312,395 shares; 2025Q2: 318,015 shares; 2025Q3: 375,409 shares; 2025Q4: 383,875 shares; 2026Q1: 486,234 shares; 2026Q2: 471,096 shares 471,096 $19.4M 0.11% -15,138 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: 37,850 shares; 2024Q4: 37,992 shares; 2025Q1: 29,942 shares; 2025Q2: 31,234 shares; 2025Q3: 32,826 shares; 2025Q4: 35,515 shares; 2026Q1: 35,653 shares; 2026Q2: 37,789 shares 37,789 $19.3M 0.11% +2,136 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,739 shares; 2024Q4: 57,036 shares; 2025Q1: 59,509 shares; 2025Q2: 59,159 shares; 2025Q3: 61,133 shares; 2025Q4: 59,758 shares; 2026Q1: 56,510 shares; 2026Q2: 55,263 shares 55,263 $19.1M 0.11% -1,247 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: 226,292 shares; 2024Q4: 239,588 shares; 2025Q1: 230,606 shares; 2025Q2: 232,100 shares; 2025Q3: 227,396 shares; 2025Q4: 221,265 shares; 2026Q1: 218,965 shares; 2026Q2: 230,593 shares 230,593 $19.1M 0.11% +11,628 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: 35,280 shares; 2024Q4: 35,077 shares; 2025Q1: 36,110 shares; 2025Q2: 39,017 shares; 2025Q3: 40,923 shares; 2025Q4: 42,823 shares; 2026Q1: 44,651 shares; 2026Q2: 50,712 shares 50,712 $19M 0.1% +6,061 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: 68,575 shares; 2024Q4: 68,278 shares; 2025Q1: 65,572 shares; 2025Q2: 60,384 shares; 2025Q3: 74,308 shares; 2025Q4: 75,445 shares; 2026Q1: 79,475 shares; 2026Q2: 77,528 shares 77,528 $18.8M 0.1% -1,947 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: 30,845 shares; 2024Q4: 30,494 shares; 2025Q1: 31,384 shares; 2025Q2: 32,450 shares; 2025Q3: 33,443 shares; 2025Q4: 35,346 shares; 2026Q1: 36,354 shares; 2026Q2: 36,657 shares 36,657 $18.8M 0.1% +303 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: 378,934 shares; 2024Q4: 386,277 shares; 2025Q1: 382,245 shares; 2025Q2: 344,807 shares; 2025Q3: 266,519 shares; 2025Q4: 294,929 shares; 2026Q1: 302,594 shares; 2026Q2: 325,059 shares 325,059 $18.7M 0.1% +22,465 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,781 shares; 2024Q4: 119,966 shares; 2025Q1: 134,390 shares; 2025Q2: 134,170 shares; 2025Q3: 133,112 shares; 2025Q4: 132,150 shares; 2026Q1: 132,489 shares; 2026Q2: 129,562 shares 129,562 $18.5M 0.1% -2,927 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,267 shares; 2024Q4: 155,692 shares; 2025Q1: 219,178 shares; 2025Q2: 229,163 shares; 2025Q3: 319,371 shares; 2025Q4: 329,419 shares; 2026Q1: 366,812 shares; 2026Q2: 356,287 shares 356,287 $18.5M 0.1% -10,525 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,227 shares; 2024Q4: 85,504 shares; 2025Q1: 110,300 shares; 2025Q2: 124,675 shares; 2025Q3: 283,873 shares; 2025Q4: 307,207 shares; 2026Q1: 315,092 shares; 2026Q2: 300,253 shares 300,253 $18.1M 0.1% -14,839 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,133 shares; 2024Q4: 89,384 shares; 2025Q1: 16,921 shares; 2025Q2: 91,798 shares; 2025Q3: 243,323 shares; 2025Q4: 339,107 shares; 2026Q1: 365,111 shares; 2026Q2: 395,870 shares 395,870 $18M 0.1% +30,759 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470,501 shares; 2024Q4: 491,515 shares; 2025Q1: 495,909 shares; 2025Q2: 489,495 shares; 2025Q3: 475,490 shares; 2025Q4: 468,459 shares; 2026Q1: 476,594 shares; 2026Q2: 489,584 shares 489,584 $18M 0.1% +12,990 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: 223,869 shares; 2024Q4: 220,683 shares; 2025Q1: 208,408 shares; 2025Q2: 209,710 shares; 2025Q3: 210,346 shares; 2025Q4: 205,250 shares; 2026Q1: 158,306 shares; 2026Q2: 156,631 shares 156,631 $18M 0.1% -1,675 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,337 shares; 2024Q4: 56,940 shares; 2025Q1: 56,304 shares; 2025Q2: 68,311 shares; 2025Q3: 68,525 shares; 2025Q4: 71,497 shares; 2026Q1: 74,641 shares; 2026Q2: 88,889 shares 88,889 $17.8M 0.1% +14,248 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: 146,333 shares; 2024Q4: 131,212 shares; 2025Q1: 107,033 shares; 2025Q2: 108,219 shares; 2025Q3: 112,810 shares; 2025Q4: 111,662 shares; 2026Q1: 109,845 shares; 2026Q2: 109,718 shares 109,718 $17.8M 0.1% -127 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: 354,895 shares; 2024Q4: 351,654 shares; 2025Q1: 331,196 shares; 2025Q2: 345,753 shares; 2025Q3: 351,496 shares; 2025Q4: 375,609 shares; 2026Q1: 375,119 shares; 2026Q2: 372,421 shares 372,421 $17.7M 0.1% -2,698 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: 171,855 shares; 2024Q4: 162,965 shares; 2025Q1: 159,424 shares; 2025Q2: 160,582 shares; 2025Q3: 160,135 shares; 2025Q4: 149,097 shares; 2026Q1: 143,525 shares; 2026Q2: 150,270 shares 150,270 $17.7M 0.1% +6,745 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: 34,648 shares; 2024Q4: 66,901 shares; 2025Q1: 68,324 shares; 2025Q2: 66,916 shares; 2025Q3: 69,704 shares; 2025Q4: 66,063 shares; 2026Q1: 66,984 shares; 2026Q2: 69,193 shares 69,193 $17.6M 0.1% +2,209 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,698 shares; 2024Q4: 205,528 shares; 2025Q1: 201,753 shares; 2025Q2: 202,840 shares; 2025Q3: 194,570 shares; 2025Q4: 182,044 shares; 2026Q1: 181,466 shares; 2026Q2: 170,635 shares 170,635 $17.4M 0.1% -10,831 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: 146,548 shares; 2024Q4: 147,545 shares; 2025Q1: 148,667 shares; 2025Q2: 144,104 shares; 2025Q3: 170,950 shares; 2025Q4: 185,739 shares; 2026Q1: 183,169 shares; 2026Q2: 174,149 shares 174,149 $17.2M 0.09% -9,020 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: 6,634 shares; 2024Q4: 7,372 shares; 2025Q1: 7,026 shares; 2025Q2: 8,036 shares; 2025Q3: 12,721 shares; 2025Q4: 13,196 shares; 2026Q1: 14,493 shares; 2026Q2: 14,570 shares 14,570 $17.1M 0.09% +77 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,517 shares; 2024Q4: 121,958 shares; 2025Q1: 124,451 shares; 2025Q2: 125,627 shares; 2025Q3: 140,829 shares; 2025Q4: 155,662 shares; 2026Q1: 157,418 shares; 2026Q2: 164,335 shares 164,335 $17.1M 0.09% +6,917 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,742 shares; 2024Q4: 162,569 shares; 2025Q1: 163,312 shares; 2025Q2: 157,353 shares; 2025Q3: 157,390 shares; 2025Q4: 150,703 shares; 2026Q1: 151,147 shares; 2026Q2: 141,954 shares 141,954 $17.1M 0.09% -9,193 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,667 shares; 2025Q3: 162,921 shares; 2025Q4: 261,140 shares; 2026Q1: 291,617 shares; 2026Q2: 336,009 shares 336,009 $17M 0.09% +44,392 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: 101,740 shares; 2024Q4: 93,007 shares; 2025Q1: 104,022 shares; 2025Q2: 106,413 shares; 2025Q3: 119,978 shares; 2025Q4: 281,423 shares; 2026Q1: 306,355 shares; 2026Q2: 318,444 shares 318,444 $16.9M 0.09% +12,089 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: 152,283 shares; 2024Q4: 155,220 shares; 2025Q1: 158,192 shares; 2025Q2: 163,865 shares; 2025Q3: 101,557 shares; 2025Q4: 108,902 shares; 2026Q1: 176,948 shares; 2026Q2: 194,346 shares 194,346 $16.9M 0.09% +17,398 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 77,655 shares; 2025Q3: 86,145 shares; 2025Q4: 384,870 shares; 2026Q1: 468,050 shares; 2026Q2: 486,745 shares 486,745 $16.8M 0.09% +18,695 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: 203,479 shares; 2024Q4: 214,533 shares; 2025Q1: 163,486 shares; 2025Q2: 166,411 shares; 2025Q3: 130,516 shares; 2025Q4: 128,917 shares; 2026Q1: 161,007 shares; 2026Q2: 154,665 shares 154,665 $16.6M 0.09% -6,342 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: 61,943 shares; 2024Q4: 63,198 shares; 2025Q1: 96,057 shares; 2025Q2: 96,974 shares; 2025Q3: 99,819 shares; 2025Q4: 98,226 shares; 2026Q1: 97,452 shares; 2026Q2: 96,251 shares 96,251 $16.3M 0.09% -1,201 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,832 shares; 2024Q4: 25,616 shares; 2025Q1: 26,562 shares; 2025Q2: 26,684 shares; 2025Q3: 25,020 shares; 2025Q4: 31,089 shares; 2026Q1: 31,366 shares; 2026Q2: 31,234 shares 31,234 $16.2M 0.09% -132 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,417 shares; 2024Q4: 74,664 shares; 2025Q1: 79,730 shares; 2025Q2: 82,767 shares; 2025Q3: 83,193 shares; 2025Q4: 94,515 shares; 2026Q1: 100,573 shares; 2026Q2: 99,372 shares 99,372 $16.2M 0.09% -1,201 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554,367 shares; 2024Q4: 569,456 shares; 2025Q1: 593,084 shares; 2025Q2: 614,841 shares; 2025Q3: 631,809 shares; 2025Q4: 599,113 shares; 2026Q1: 622,462 shares; 2026Q2: 625,231 shares 625,231 $16.1M 0.09% +2,769 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,248 shares; 2024Q4: 48,327 shares; 2025Q1: 47,445 shares; 2025Q2: 43,740 shares; 2025Q3: 44,627 shares; 2025Q4: 44,991 shares; 2026Q1: 45,539 shares; 2026Q2: 46,557 shares 46,557 $16M 0.09% +1,018 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: 112,147 shares; 2024Q4: 466,872 shares; 2025Q1: 439,556 shares; 2025Q2: 442,843 shares; 2025Q3: 445,786 shares; 2025Q4: 443,615 shares; 2026Q1: 466,201 shares; 2026Q2: 471,962 shares 471,962 $16M 0.09% +5,761 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,879 shares; 2024Q4: 172,523 shares; 2025Q1: 197,053 shares; 2025Q2: 203,829 shares; 2025Q3: 191,208 shares; 2025Q4: 171,514 shares; 2026Q1: 213,490 shares; 2026Q2: 191,032 shares 191,032 $16M 0.09% -22,458 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: 93,918 shares; 2024Q4: 93,087 shares; 2025Q1: 95,230 shares; 2025Q2: 83,500 shares; 2025Q3: 82,697 shares; 2025Q4: 82,102 shares; 2026Q1: 83,289 shares; 2026Q2: 87,974 shares 87,974 $15.9M 0.09% +4,685 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: 159,743 shares; 2024Q4: 184,278 shares; 2025Q1: 189,553 shares; 2025Q2: 208,363 shares; 2025Q3: 230,664 shares; 2025Q4: 257,089 shares; 2026Q1: 277,848 shares; 2026Q2: 276,346 shares 276,346 $15.6M 0.09% -1,502 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: 69,401 shares; 2024Q4: 72,252 shares; 2025Q1: 75,460 shares; 2025Q2: 73,681 shares; 2025Q3: 78,325 shares; 2025Q4: 80,643 shares; 2026Q1: 64,024 shares; 2026Q2: 62,751 shares 62,751 $15.4M 0.09% -1,273 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,813 shares; 2024Q4: 175,954 shares; 2025Q1: 180,115 shares; 2025Q2: 186,425 shares; 2025Q3: 195,392 shares; 2025Q4: 200,437 shares; 2026Q1: 179,196 shares; 2026Q2: 181,942 shares 181,942 $15.2M 0.08% +2,746 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565,545 shares; 2024Q4: 570,941 shares; 2025Q1: 568,675 shares; 2025Q2: 622,481 shares; 2025Q3: 645,438 shares; 2025Q4: 656,098 shares; 2026Q1: 674,820 shares; 2026Q2: 738,883 shares 738,883 $15.1M 0.08% +64,063 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,300 shares; 2025Q1: 60,387 shares; 2025Q2: 95,065 shares; 2025Q3: 255,909 shares; 2025Q4: 363,467 shares; 2026Q1: 492,450 shares; 2026Q2: 544,339 shares 544,339 $15.1M 0.08% +51,889 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,041 shares; 2024Q4: 157,839 shares; 2025Q1: 162,207 shares; 2025Q2: 151,109 shares; 2025Q3: 181,365 shares; 2025Q4: 189,731 shares; 2026Q1: 133,216 shares; 2026Q2: 166,788 shares 166,788 $15M 0.08% +33,572 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891,441 shares; 2024Q4: 909,857 shares; 2025Q1: 940,247 shares; 2025Q2: 983,643 shares; 2025Q3: 1,024,381 shares; 2025Q4: 1,045,470 shares; 2026Q1: 1,097,250 shares; 2026Q2: 1,105,418 shares 1,105,418 $14.9M 0.08% +8,168 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: 17,788 shares; 2024Q4: 16,273 shares; 2025Q1: 16,312 shares; 2025Q2: 16,759 shares; 2025Q3: 18,280 shares; 2025Q4: 198,444 shares; 2026Q1: 209,246 shares; 2026Q2: 207,844 shares 207,844 $14.8M 0.08% -1,402 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: 12,336 shares; 2024Q4: 12,144 shares; 2025Q1: 12,300 shares; 2025Q2: 11,650 shares; 2025Q3: 15,201 shares; 2025Q4: 15,382 shares; 2026Q1: 15,052 shares; 2026Q2: 123,759 shares 123,759 $14.8M 0.08% +108,707 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: 241,415 shares; 2024Q4: 263,395 shares; 2025Q1: 260,257 shares; 2025Q2: 257,214 shares; 2025Q3: 339,713 shares; 2025Q4: 336,812 shares; 2026Q1: 326,201 shares; 2026Q2: 313,806 shares 313,806 $14.5M 0.08% -12,395 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: 82,300 shares; 2024Q4: 73,969 shares; 2025Q1: 75,878 shares; 2025Q2: 74,555 shares; 2025Q3: 72,535 shares; 2025Q4: 70,039 shares; 2026Q1: 69,474 shares; 2026Q2: 69,210 shares 69,210 $14.5M 0.08% -264 Timeline FXR 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: 189,255 shares; 2024Q4: 187,991 shares; 2025Q1: 186,080 shares; 2025Q2: 172,526 shares; 2025Q3: 174,986 shares; 2025Q4: 123,781 shares; 2026Q1: 122,713 shares; 2026Q2: 158,041 shares 158,041 $14.4M 0.08% +35,328 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,962 shares; 2024Q4: 22,625 shares; 2025Q1: 24,641 shares; 2025Q2: 25,061 shares; 2025Q3: 24,224 shares; 2025Q4: 30,409 shares; 2026Q1: 29,054 shares; 2026Q2: 28,857 shares 28,857 $14.3M 0.08% -197 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: 97,239 shares; 2024Q4: 97,591 shares; 2025Q1: 97,560 shares; 2025Q2: 96,818 shares; 2025Q3: 115,059 shares; 2025Q4: 120,268 shares; 2026Q1: 129,127 shares; 2026Q2: 132,358 shares 132,358 $14.3M 0.08% +3,231 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,942 shares; 2024Q4: 175,484 shares; 2025Q1: 182,964 shares; 2025Q2: 220,713 shares; 2025Q3: 241,042 shares; 2025Q4: 257,051 shares; 2026Q1: 262,174 shares; 2026Q2: 267,934 shares 267,934 $14.2M 0.08% +5,760 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,067 shares; 2024Q4: 214,205 shares; 2025Q1: 233,220 shares; 2025Q2: 236,864 shares; 2025Q3: 213,482 shares; 2025Q4: 197,008 shares; 2026Q1: 178,599 shares; 2026Q2: 180,608 shares 180,608 $14.1M 0.08% +2,009 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: 131,331 shares; 2024Q4: 142,216 shares; 2025Q1: 142,837 shares; 2025Q2: 135,670 shares; 2025Q3: 159,866 shares; 2025Q4: 139,415 shares; 2026Q1: 140,014 shares; 2026Q2: 145,583 shares 145,583 $14M 0.08% +5,569 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,536 shares; 2024Q4: 156,618 shares; 2025Q1: 169,943 shares; 2025Q2: 178,833 shares; 2025Q3: 199,358 shares; 2025Q4: 240,446 shares; 2026Q1: 278,824 shares; 2026Q2: 277,632 shares 277,632 $14M 0.08% -1,192 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,906 shares; 2024Q4: 201,512 shares; 2025Q1: 213,788 shares; 2025Q2: 212,216 shares; 2025Q3: 238,989 shares; 2025Q4: 246,762 shares; 2026Q1: 263,665 shares; 2026Q2: 276,134 shares 276,134 $13.8M 0.08% +12,469 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,257 shares; 2024Q4: 157,750 shares; 2025Q1: 166,676 shares; 2025Q2: 164,872 shares; 2025Q3: 166,606 shares; 2025Q4: 182,233 shares; 2026Q1: 186,786 shares; 2026Q2: 148,208 shares 148,208 $13.4M 0.07% -38,578 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,879 shares; 2024Q4: 102,531 shares; 2025Q1: 111,961 shares; 2025Q2: 131,296 shares; 2025Q3: 128,221 shares; 2025Q4: 135,573 shares; 2026Q1: 105,248 shares; 2026Q2: 101,477 shares 101,477 $13.2M 0.07% -3,771 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: 227,873 shares; 2024Q4: 243,659 shares; 2025Q1: 252,156 shares; 2025Q2: 252,991 shares; 2025Q3: 270,654 shares; 2025Q4: 270,029 shares; 2026Q1: 277,210 shares; 2026Q2: 211,180 shares 211,180 $13.1M 0.07% -66,030 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,889 shares; 2024Q4: 31,354 shares; 2025Q1: 307,646 shares; 2025Q2: 299,921 shares; 2025Q3: 310,401 shares; 2025Q4: 354,602 shares; 2026Q1: 350,180 shares; 2026Q2: 350,480 shares 350,480 $13M 0.07% +300 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,553 shares; 2024Q4: 210,349 shares; 2025Q1: 236,290 shares; 2025Q2: 263,062 shares; 2025Q3: 277,710 shares; 2025Q4: 295,303 shares; 2026Q1: 352,726 shares; 2026Q2: 338,733 shares 338,733 $12.9M 0.07% -13,993 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,458 shares; 2024Q4: 128,273 shares; 2025Q1: 122,594 shares; 2025Q2: 117,689 shares; 2025Q3: 116,276 shares; 2025Q4: 112,221 shares; 2026Q1: 126,544 shares; 2026Q2: 97,428 shares 97,428 $12.7M 0.07% -29,116 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,427 shares; 2025Q4: 68,305 shares; 2026Q1: 142,683 shares; 2026Q2: 204,020 shares 204,020 $12.7M 0.07% +61,337 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 31,296 shares; 2025Q4: 121,596 shares; 2026Q1: 234,069 shares; 2026Q2: 351,412 shares 351,412 $12.7M 0.07% +117,343 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: 7,441 shares; 2024Q4: 7,498 shares; 2025Q1: 10,307 shares; 2025Q2: 25,600 shares; 2025Q3: 25,863 shares; 2025Q4: 26,827 shares; 2026Q1: 35,437 shares; 2026Q2: 36,900 shares 36,900 $12.7M 0.07% +1,463 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,137 shares; 2025Q1: 10,394 shares; 2025Q2: 9,526 shares; 2025Q3: 10,594 shares; 2025Q4: 12,114 shares; 2026Q1: 11,761 shares; 2026Q2: 13,122 shares 13,122 $12.6M 0.07% +1,361 Timeline QMOM 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: 13,884 shares; 2025Q4: 56,383 shares; 2026Q1: 111,307 shares; 2026Q2: 158,850 shares 158,850 $12.5M 0.07% +47,543 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: 46,038 shares; 2024Q4: 57,681 shares; 2025Q1: 53,815 shares; 2025Q2: 67,275 shares; 2025Q3: 94,639 shares; 2025Q4: 123,863 shares; 2026Q1: 117,731 shares; 2026Q2: 135,601 shares 135,601 $12.5M 0.07% +17,870 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,977 shares; 2024Q4: 41,728 shares; 2025Q1: 40,535 shares; 2025Q2: 40,549 shares; 2025Q3: 42,936 shares; 2025Q4: 44,533 shares; 2026Q1: 49,552 shares; 2026Q2: 40,809 shares 40,809 $12.5M 0.07% -8,743 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: 25,734 shares; 2024Q4: 27,572 shares; 2025Q1: 25,255 shares; 2025Q2: 24,325 shares; 2025Q3: 25,332 shares; 2025Q4: 25,890 shares; 2026Q1: 29,016 shares; 2026Q2: 28,778 shares 28,778 $12.3M 0.07% -238 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 231,827 shares; 2025Q4: 397,788 shares; 2026Q1: 400,243 shares; 2026Q2: 430,658 shares 430,658 $12.2M 0.07% +30,415 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: 6,391 shares; 2024Q4: 6,298 shares; 2025Q1: 5,512 shares; 2025Q2: 9,918 shares; 2025Q3: 15,009 shares; 2025Q4: 50,090 shares; 2026Q1: 56,455 shares; 2026Q2: 63,610 shares 63,610 $12.2M 0.07% +7,155 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,729 shares; 2024Q4: 192,994 shares; 2025Q1: 187,926 shares; 2025Q2: 203,227 shares; 2025Q3: 198,488 shares; 2025Q4: 198,321 shares; 2026Q1: 211,016 shares; 2026Q2: 233,378 shares 233,378 $12.2M 0.07% +22,362 Timeline BBLU 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: 62,013 shares; 2025Q4: 243,788 shares; 2026Q1: 499,940 shares; 2026Q2: 738,293 shares 738,293 $12.2M 0.07% +238,353 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: 56,877 shares; 2024Q4: 56,811 shares; 2025Q1: 78,766 shares; 2025Q2: 84,853 shares; 2025Q3: 77,989 shares; 2025Q4: 75,954 shares; 2026Q1: 68,750 shares; 2026Q2: 86,976 shares 86,976 $12.2M 0.07% +18,226 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: 32,859 shares; 2024Q4: 33,311 shares; 2025Q1: 35,620 shares; 2025Q2: 35,535 shares; 2025Q3: 35,610 shares; 2025Q4: 37,926 shares; 2026Q1: 36,421 shares; 2026Q2: 35,674 shares 35,674 $12.1M 0.07% -747 Timeline JSMD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,906 shares; 2025Q4: 40,079 shares; 2026Q1: 81,889 shares; 2026Q2: 118,322 shares 118,322 $12M 0.07% +36,433 Timeline IMOM 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: 25,894 shares; 2025Q4: 99,950 shares; 2026Q1: 189,618 shares; 2026Q2: 275,729 shares 275,729 $11.9M 0.07% +86,111 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,339 shares; 2024Q4: 37,292 shares; 2025Q1: 39,836 shares; 2025Q2: 38,830 shares; 2025Q3: 39,310 shares; 2025Q4: 49,772 shares; 2026Q1: 53,019 shares; 2026Q2: 47,983 shares 47,983 $11.9M 0.07% -5,036 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,214 shares; 2024Q4: 62,566 shares; 2025Q1: 65,045 shares; 2025Q2: 59,340 shares; 2025Q3: 58,202 shares; 2025Q4: 54,801 shares; 2026Q1: 50,735 shares; 2026Q2: 44,360 shares 44,360 $11.8M 0.07% -6,375 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,200 shares; 2025Q3: 461,093 shares; 2025Q4: 726,942 shares; 2026Q1: 756,926 shares; 2026Q2: 751,048 shares 751,048 $11.8M 0.07% -5,878 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: 9,837 shares; 2024Q4: 27,795 shares; 2025Q1: 69,529 shares; 2025Q2: 84,026 shares; 2025Q3: 91,784 shares; 2025Q4: 131,891 shares; 2026Q1: 152,471 shares; 2026Q2: 143,663 shares 143,663 $11.8M 0.07% -8,808 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853,444 shares; 2024Q4: 851,480 shares; 2025Q1: 877,617 shares; 2025Q2: 872,719 shares; 2025Q3: 899,926 shares; 2025Q4: 617,702 shares; 2026Q1: 645,908 shares; 2026Q2: 635,482 shares 635,482 $11.8M 0.07% -10,426 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: 99,062 shares; 2024Q4: 106,131 shares; 2025Q1: 107,359 shares; 2025Q2: 108,895 shares; 2025Q3: 110,144 shares; 2025Q4: 115,807 shares; 2026Q1: 119,478 shares; 2026Q2: 71,941 shares 71,941 $11.8M 0.07% -47,537 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,509 shares; 2024Q4: 179,412 shares; 2025Q1: 185,646 shares; 2025Q2: 181,292 shares; 2025Q3: 178,829 shares; 2025Q4: 159,253 shares; 2026Q1: 153,945 shares; 2026Q2: 150,964 shares 150,964 $11.7M 0.06% -2,981 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: 3,769 shares; 2024Q4: 4,429 shares; 2025Q1: 4,279 shares; 2025Q2: 4,257 shares; 2025Q3: 4,347 shares; 2025Q4: 3,985 shares; 2026Q1: 3,977 shares; 2026Q2: 38,552 shares 38,552 $11.6M 0.06% +34,575 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,061 shares; 2024Q4: 157,649 shares; 2025Q1: 159,766 shares; 2025Q2: 191,031 shares; 2025Q3: 173,776 shares; 2025Q4: 151,015 shares; 2026Q1: 157,752 shares; 2026Q2: 155,596 shares 155,596 $11.6M 0.06% -2,156 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,064 shares; 2024Q4: 126,971 shares; 2025Q1: 124,634 shares; 2025Q2: 130,842 shares; 2025Q3: 126,923 shares; 2025Q4: 124,581 shares; 2026Q1: 121,247 shares; 2026Q2: 68,207 shares 68,207 $11.6M 0.06% -53,040 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,759 shares; 2024Q4: 47,440 shares; 2025Q1: 51,219 shares; 2025Q2: 60,737 shares; 2025Q3: 63,530 shares; 2025Q4: 69,275 shares; 2026Q1: 61,522 shares; 2026Q2: 53,690 shares 53,690 $11.4M 0.06% -7,832 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: 34,554 shares; 2024Q4: 44,797 shares; 2025Q1: 48,373 shares; 2025Q2: 41,835 shares; 2025Q3: 40,832 shares; 2025Q4: 75,696 shares; 2026Q1: 119,328 shares; 2026Q2: 97,102 shares 97,102 $11.4M 0.06% -22,226 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: 3,542 shares; 2024Q4: 3,525 shares; 2025Q1: 3,764 shares; 2025Q2: 6,008 shares; 2025Q3: 6,194 shares; 2025Q4: 6,589 shares; 2026Q1: 5,729 shares; 2026Q2: 5,701 shares 5,701 $11.3M 0.06% -28 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,174 shares; 2024Q4: 36,318 shares; 2025Q1: 49,966 shares; 2025Q2: 53,054 shares; 2025Q3: 60,557 shares; 2025Q4: 65,094 shares; 2026Q1: 73,877 shares; 2026Q2: 74,847 shares 74,847 $11.3M 0.06% +970 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,415 shares; 2024Q4: 44,332 shares; 2025Q1: 45,053 shares; 2025Q2: 43,790 shares; 2025Q3: 48,424 shares; 2025Q4: 38,536 shares; 2026Q1: 37,036 shares; 2026Q2: 35,803 shares 35,803 $11.2M 0.06% -1,233 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,167 shares 65,167 $11.1M 0.06% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,085 shares; 2024Q4: 238,090 shares; 2025Q1: 274,401 shares; 2025Q2: 339,905 shares; 2025Q3: 395,506 shares; 2025Q4: 377,522 shares; 2026Q1: 247,391 shares; 2026Q2: 217,686 shares 217,686 $11M 0.06% -29,705 Timeline IBTP 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: 320,632 shares; 2025Q3: 367,614 shares; 2025Q4: 374,084 shares; 2026Q1: 384,663 shares; 2026Q2: 421,822 shares 421,822 $10.7M 0.06% +37,159 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: 21,872 shares; 2025Q2: 23,539 shares; 2025Q3: 23,449 shares; 2025Q4: 24,990 shares; 2026Q1: 29,758 shares; 2026Q2: 31,918 shares 31,918 $10.6M 0.06% +2,160 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,543 shares; 2024Q4: 94,650 shares; 2025Q1: 100,809 shares; 2025Q2: 103,243 shares; 2025Q3: 106,396 shares; 2025Q4: 124,182 shares; 2026Q1: 114,094 shares; 2026Q2: 111,336 shares 111,336 $10.6M 0.06% -2,758 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: 116,534 shares; 2024Q4: 116,459 shares; 2025Q1: 118,185 shares; 2025Q2: 112,359 shares; 2025Q3: 125,612 shares; 2025Q4: 137,795 shares; 2026Q1: 133,476 shares; 2026Q2: 139,388 shares 139,388 $10.6M 0.06% +5,912 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,185 shares; 2024Q4: 132,702 shares; 2025Q1: 132,952 shares; 2025Q2: 135,379 shares; 2025Q3: 137,311 shares; 2025Q4: 145,050 shares; 2026Q1: 185,817 shares; 2026Q2: 196,235 shares 196,235 $10.6M 0.06% +10,418 Timeline IBTM 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: 348,377 shares; 2025Q3: 401,146 shares; 2025Q4: 409,700 shares; 2026Q1: 421,783 shares; 2026Q2: 463,113 shares 463,113 $10.5M 0.06% +41,330 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,788 shares; 2024Q4: 128,288 shares; 2025Q1: 152,346 shares; 2025Q2: 131,300 shares; 2025Q3: 135,602 shares; 2025Q4: 138,106 shares; 2026Q1: 177,725 shares; 2026Q2: 208,620 shares 208,620 $10.4M 0.06% +30,895 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: 12,733 shares; 2024Q4: 12,807 shares; 2025Q1: 12,541 shares; 2025Q2: 13,440 shares; 2025Q3: 28,736 shares; 2025Q4: 30,456 shares; 2026Q1: 37,811 shares; 2026Q2: 28,382 shares 28,382 $10.4M 0.06% -9,429 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: 70,626 shares; 2024Q4: 70,807 shares; 2025Q1: 73,144 shares; 2025Q2: 79,075 shares; 2025Q3: 82,508 shares; 2025Q4: 99,386 shares; 2026Q1: 106,547 shares; 2026Q2: 107,859 shares 107,859 $10.3M 0.06% +1,312 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: 106,176 shares; 2024Q4: 104,205 shares; 2025Q1: 112,091 shares; 2025Q2: 113,322 shares; 2025Q3: 113,047 shares; 2025Q4: 112,489 shares; 2026Q1: 116,240 shares; 2026Q2: 111,069 shares 111,069 $10.2M 0.06% -5,171 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: 79,208 shares; 2024Q4: 79,046 shares; 2025Q1: 80,156 shares; 2025Q2: 77,458 shares; 2025Q3: 84,642 shares; 2025Q4: 81,112 shares; 2026Q1: 81,105 shares; 2026Q2: 74,030 shares 74,030 $10.2M 0.06% -7,075 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: 17,592 shares; 2024Q4: 17,741 shares; 2025Q1: 18,545 shares; 2025Q2: 19,764 shares; 2025Q3: 22,219 shares; 2025Q4: 53,777 shares; 2026Q1: 54,582 shares; 2026Q2: 46,463 shares 46,463 $10.1M 0.06% -8,119 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: 61,610 shares; 2024Q4: 68,746 shares; 2025Q1: 72,324 shares; 2025Q2: 76,723 shares; 2025Q3: 83,071 shares; 2025Q4: 97,768 shares; 2026Q1: 121,563 shares; 2026Q2: 131,884 shares 131,884 $10.1M 0.06% +10,321 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: 427,638 shares; 2024Q4: 443,076 shares; 2025Q1: 399,611 shares; 2025Q2: 439,018 shares; 2025Q3: 400,171 shares; 2025Q4: 445,139 shares; 2026Q1: 495,884 shares; 2026Q2: 487,831 shares 487,831 $10.1M 0.06% -8,053 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: 98,230 shares; 2024Q4: 83,717 shares; 2025Q1: 84,384 shares; 2025Q2: 84,378 shares; 2025Q3: 84,032 shares; 2025Q4: 95,692 shares; 2026Q1: 95,150 shares; 2026Q2: 91,061 shares 91,061 $10M 0.06% -4,089 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,423 shares; 2024Q4: 175,703 shares; 2025Q1: 193,832 shares; 2025Q2: 164,436 shares; 2025Q3: 161,679 shares; 2025Q4: 169,979 shares; 2026Q1: 184,328 shares; 2026Q2: 182,926 shares 182,926 $9.92M 0.05% -1,402 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,810 shares; 2024Q4: 6,468 shares; 2025Q1: 7,211 shares; 2025Q2: 9,162 shares; 2025Q3: 9,472 shares; 2025Q4: 24,748 shares; 2026Q1: 25,169 shares; 2026Q2: 24,945 shares 24,945 $9.91M 0.05% -224 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,213 shares; 2024Q4: 37,388 shares; 2025Q1: 54,920 shares; 2025Q2: 74,670 shares; 2025Q3: 99,196 shares; 2025Q4: 112,396 shares; 2026Q1: 124,994 shares; 2026Q2: 160,918 shares 160,918 $9.89M 0.05% +35,924 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,575 shares; 2024Q4: 31,907 shares; 2025Q1: 33,931 shares; 2025Q2: 62,526 shares; 2025Q3: 65,899 shares; 2025Q4: 65,208 shares; 2026Q1: 66,578 shares; 2026Q2: 67,827 shares 67,827 $9.71M 0.05% +1,249 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: 70,407 shares; 2024Q4: 71,838 shares; 2025Q1: 74,851 shares; 2025Q2: 81,875 shares; 2025Q3: 80,572 shares; 2025Q4: 80,012 shares; 2026Q1: 77,589 shares; 2026Q2: 82,914 shares 82,914 $9.67M 0.05% +5,325 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: 51,230 shares; 2024Q4: 52,376 shares; 2025Q1: 53,668 shares; 2025Q2: 54,548 shares; 2025Q3: 59,289 shares; 2025Q4: 60,236 shares; 2026Q1: 66,493 shares; 2026Q2: 48,564 shares 48,564 $9.6M 0.05% -17,929 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,884 shares; 2024Q4: 86,306 shares; 2025Q1: 88,961 shares; 2025Q2: 88,460 shares; 2025Q3: 87,536 shares; 2025Q4: 87,903 shares; 2026Q1: 165,335 shares; 2026Q2: 105,771 shares 105,771 $9.58M 0.05% -59,564 Timeline MISL 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: 314,809 shares; 2024Q4: 306,363 shares; 2025Q1: 300,432 shares; 2025Q2: 262,868 shares; 2025Q3: 261,067 shares; 2025Q4: 254,255 shares; 2026Q1: 230,348 shares; 2026Q2: 205,794 shares 205,794 $9.42M 0.05% -24,554 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: 42,777 shares; 2024Q4: 53,049 shares; 2025Q1: 47,817 shares; 2025Q2: 51,989 shares; 2025Q3: 64,195 shares; 2025Q4: 66,242 shares; 2026Q1: 105,852 shares; 2026Q2: 112,735 shares 112,735 $9.34M 0.05% +6,883 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 132,390 shares; 2026Q2: 131,957 shares 131,957 $9.33M 0.05% -433 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: 65,123 shares; 2024Q4: 111,286 shares; 2025Q1: 133,780 shares; 2025Q2: 151,652 shares; 2025Q3: 163,189 shares; 2025Q4: 151,218 shares; 2026Q1: 150,742 shares; 2026Q2: 129,083 shares 129,083 $9.31M 0.05% -21,659 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191,666 shares; 2025Q4: 211,465 shares; 2026Q1: 256,168 shares; 2026Q2: 229,275 shares 229,275 $9.2M 0.05% -26,893 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: 82,517 shares; 2024Q4: 82,224 shares; 2025Q1: 71,065 shares; 2025Q2: 62,427 shares; 2025Q3: 61,764 shares; 2025Q4: 66,923 shares; 2026Q1: 77,509 shares; 2026Q2: 72,419 shares 72,419 $9.15M 0.05% -5,090 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,060 shares; 2024Q4: 27,800 shares; 2025Q1: 27,020 shares; 2025Q2: 40,353 shares; 2025Q3: 38,803 shares; 2025Q4: 32,089 shares; 2026Q1: 36,041 shares; 2026Q2: 35,678 shares 35,678 $9.12M 0.05% -363 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: 85,320 shares; 2024Q4: 235,077 shares; 2025Q1: 266,172 shares; 2025Q2: 251,881 shares; 2025Q3: 256,472 shares; 2025Q4: 194,378 shares; 2026Q1: 153,463 shares; 2026Q2: 145,719 shares 145,719 $9.1M 0.05% -7,744 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: 116,459 shares; 2024Q4: 117,820 shares; 2025Q1: 88,384 shares; 2025Q2: 120,175 shares; 2025Q3: 117,700 shares; 2025Q4: 162,316 shares; 2026Q1: 143,852 shares; 2026Q2: 169,551 shares 169,551 $9.07M 0.05% +25,699 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: 12,622 shares; 2024Q4: 9,192 shares; 2025Q1: 9,335 shares; 2025Q2: 8,561 shares; 2025Q3: 7,848 shares; 2025Q4: 8,163 shares; 2026Q1: 10,186 shares; 2026Q2: 16,144 shares 16,144 $9.05M 0.05% +5,958 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: 101,321 shares; 2024Q4: 126,363 shares; 2025Q1: 162,858 shares; 2025Q2: 143,773 shares; 2025Q3: 147,101 shares; 2025Q4: 149,476 shares; 2026Q1: 150,181 shares; 2026Q2: 149,403 shares 149,403 $8.92M 0.05% -778 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,483 shares; 2024Q4: 291,548 shares; 2025Q1: 366,659 shares; 2025Q2: 399,826 shares; 2025Q3: 410,003 shares; 2025Q4: 405,267 shares; 2026Q1: 397,089 shares; 2026Q2: 462,475 shares 462,475 $8.84M 0.05% +65,386 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,097 shares; 2024Q4: 26,382 shares; 2025Q1: 26,658 shares; 2025Q2: 25,612 shares; 2025Q3: 34,264 shares; 2025Q4: 50,621 shares; 2026Q1: 73,286 shares; 2026Q2: 83,079 shares 83,079 $8.72M 0.05% +9,793 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: 113,841 shares; 2024Q4: 114,912 shares; 2025Q1: 113,211 shares; 2025Q2: 113,708 shares; 2025Q3: 114,633 shares; 2025Q4: 115,186 shares; 2026Q1: 117,502 shares; 2026Q2: 93,350 shares 93,350 $8.72M 0.05% -24,152 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA 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: 125,539 shares; 2025Q4: 125,539 shares; 2026Q1: 125,539 shares; 2026Q2: 112,036 shares 112,036 $8.68M 0.05% -13,503 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: 12,828 shares; 2024Q4: 15,040 shares; 2025Q1: 14,840 shares; 2025Q2: 16,563 shares; 2025Q3: 18,130 shares; 2025Q4: 18,179 shares; 2026Q1: 19,728 shares; 2026Q2: 16,603 shares 16,603 $8.67M 0.05% -3,125 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: 45,397 shares; 2024Q4: 71,579 shares; 2025Q1: 108,440 shares; 2025Q2: 99,584 shares; 2025Q3: 99,650 shares; 2025Q4: 92,455 shares; 2026Q1: 87,493 shares; 2026Q2: 88,908 shares 88,908 $8.59M 0.05% +1,415 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,324 shares; 2024Q4: 137,318 shares; 2025Q1: 141,913 shares; 2025Q2: 136,937 shares; 2025Q3: 137,398 shares; 2025Q4: 135,602 shares; 2026Q1: 137,242 shares; 2026Q2: 139,502 shares 139,502 $8.54M 0.05% +2,260 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,630 shares; 2024Q4: 120,593 shares; 2025Q1: 119,322 shares; 2025Q2: 122,649 shares; 2025Q3: 152,182 shares; 2025Q4: 130,653 shares; 2026Q1: 135,043 shares; 2026Q2: 135,685 shares 135,685 $8.54M 0.05% +642 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,053 shares; 2024Q4: 128,066 shares; 2025Q1: 115,407 shares; 2025Q2: 115,057 shares; 2025Q3: 137,350 shares; 2025Q4: 174,926 shares; 2026Q1: 196,631 shares; 2026Q2: 183,686 shares 183,686 $8.54M 0.05% -12,945 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,265 shares; 2024Q4: 3,769 shares; 2025Q1: 2,858 shares; 2025Q2: 17,067 shares; 2025Q3: 16,339 shares; 2025Q4: 30,983 shares; 2026Q1: 34,383 shares; 2026Q2: 35,944 shares 35,944 $8.53M 0.05% +1,561 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,512 shares; 2024Q4: 43,972 shares; 2025Q1: 42,989 shares; 2025Q2: 42,714 shares; 2025Q3: 42,084 shares; 2025Q4: 41,832 shares; 2026Q1: 39,964 shares; 2026Q2: 39,063 shares 39,063 $8.49M 0.05% -901 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: 13,083 shares; 2024Q4: 13,198 shares; 2025Q1: 13,524 shares; 2025Q2: 13,863 shares; 2025Q3: 15,419 shares; 2025Q4: 15,625 shares; 2026Q1: 18,942 shares; 2026Q2: 21,091 shares 21,091 $8.39M 0.05% +2,149 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,266 shares; 2024Q4: 23,871 shares; 2025Q1: 24,573 shares; 2025Q2: 26,046 shares; 2025Q3: 24,763 shares; 2025Q4: 23,529 shares; 2026Q1: 22,701 shares; 2026Q2: 21,584 shares 21,584 $8.32M 0.05% -1,117 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,574 shares 37,574 $8.31M 0.05% new Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,645 shares; 2024Q4: 274,852 shares; 2025Q1: 295,566 shares; 2025Q2: 299,485 shares; 2025Q3: 317,113 shares; 2025Q4: 338,805 shares; 2026Q1: 359,420 shares; 2026Q2: 382,798 shares 382,798 $8.29M 0.05% +23,378 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: not reported; 2024Q4: 52,734 shares; 2025Q1: 8,217 shares; 2025Q2: 34,957 shares; 2025Q3: 35,856 shares; 2025Q4: 38,948 shares; 2026Q1: 57,999 shares; 2026Q2: 74,728 shares 74,728 $8.25M 0.05% +16,729 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,549 shares; 2024Q4: 49,152 shares; 2025Q1: 56,435 shares; 2025Q2: 57,232 shares; 2025Q3: 81,632 shares; 2025Q4: 75,047 shares; 2026Q1: 42,490 shares; 2026Q2: 40,081 shares 40,081 $8.22M 0.05% -2,409 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: 23,596 shares; 2024Q4: 24,579 shares; 2025Q1: 24,360 shares; 2025Q2: 24,577 shares; 2025Q3: 25,836 shares; 2025Q4: 26,594 shares; 2026Q1: 29,431 shares; 2026Q2: 22,365 shares 22,365 $8.18M 0.05% -7,066 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: 7,599 shares; 2024Q4: 6,213 shares; 2025Q1: 6,782 shares; 2025Q2: 12,838 shares; 2025Q3: 12,981 shares; 2025Q4: 19,035 shares; 2026Q1: 19,427 shares; 2026Q2: 18,918 shares 18,918 $8.16M 0.05% -509 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,301 shares; 2024Q4: 154,051 shares; 2025Q1: 154,310 shares; 2025Q2: 152,915 shares; 2025Q3: 79,087 shares; 2025Q4: 74,480 shares; 2026Q1: 73,986 shares; 2026Q2: 144,627 shares 144,627 $8.12M 0.04% +70,641 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,563 shares; 2024Q4: 106,147 shares; 2025Q1: 110,599 shares; 2025Q2: 114,253 shares; 2025Q3: 119,108 shares; 2025Q4: 139,424 shares; 2026Q1: 121,544 shares; 2026Q2: 122,445 shares 122,445 $8.03M 0.04% +901 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: 227,621 shares; 2024Q4: 204,322 shares; 2025Q1: 209,273 shares; 2025Q2: 144,186 shares; 2025Q3: 142,033 shares; 2025Q4: 142,121 shares; 2026Q1: 142,110 shares; 2026Q2: 139,209 shares 139,209 $8.03M 0.04% -2,901 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: 54,940 shares; 2024Q4: 54,392 shares; 2025Q1: 51,174 shares; 2025Q2: 52,639 shares; 2025Q3: 52,916 shares; 2025Q4: 54,311 shares; 2026Q1: 52,077 shares; 2026Q2: 52,693 shares 52,693 $7.98M 0.04% +616 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,936 shares; 2024Q4: 13,940 shares; 2025Q1: 13,647 shares; 2025Q2: 14,504 shares; 2025Q3: 15,267 shares; 2025Q4: 14,335 shares; 2026Q1: 13,435 shares; 2026Q2: 13,841 shares 13,841 $7.98M 0.04% +406 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,253 shares; 2024Q4: 200,102 shares; 2025Q1: 341,790 shares; 2025Q2: 182,258 shares; 2025Q3: 148,828 shares; 2025Q4: 92,126 shares; 2026Q1: 92,927 shares; 2026Q2: 192,908 shares 192,908 $7.97M 0.04% +99,981 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,951 shares; 2024Q4: 102,531 shares; 2025Q1: 106,064 shares; 2025Q2: 143,601 shares; 2025Q3: 158,859 shares; 2025Q4: 159,561 shares; 2026Q1: 171,585 shares; 2026Q2: 193,875 shares 193,875 $7.96M 0.04% +22,290 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,861 shares; 2024Q4: 30,766 shares; 2025Q1: 30,879 shares; 2025Q2: 34,227 shares; 2025Q3: 35,895 shares; 2025Q4: 63,646 shares; 2026Q1: 68,109 shares; 2026Q2: 67,542 shares 67,542 $7.92M 0.04% -567 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,870 shares; 2024Q4: 20,009 shares; 2025Q1: 19,925 shares; 2025Q2: 77,095 shares; 2025Q3: 104,635 shares; 2025Q4: 118,850 shares; 2026Q1: 121,297 shares; 2026Q2: 109,426 shares 109,426 $7.91M 0.04% -11,871 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: 205,063 shares; 2024Q4: 220,998 shares; 2025Q1: 264,207 shares; 2025Q2: 269,306 shares; 2025Q3: 277,213 shares; 2025Q4: 144,596 shares; 2026Q1: 181,505 shares; 2026Q2: 177,213 shares 177,213 $7.8M 0.04% -4,292 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,573 shares; 2024Q4: 139,604 shares; 2025Q1: 142,420 shares; 2025Q2: 143,401 shares; 2025Q3: 142,238 shares; 2025Q4: 142,073 shares; 2026Q1: 140,058 shares; 2026Q2: 138,110 shares 138,110 $7.76M 0.04% -1,948 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,651 shares; 2024Q4: 228,435 shares; 2025Q1: 253,169 shares; 2025Q2: 260,580 shares; 2025Q3: 278,232 shares; 2025Q4: 293,510 shares; 2026Q1: 309,673 shares; 2026Q2: 349,431 shares 349,431 $7.74M 0.04% +39,758 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,430 shares; 2024Q4: 41,092 shares; 2025Q1: 45,552 shares; 2025Q2: 53,128 shares; 2025Q3: 53,645 shares; 2025Q4: 61,449 shares; 2026Q1: 68,076 shares; 2026Q2: 79,065 shares 79,065 $7.67M 0.04% +10,989 Timeline SOR SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171,106 shares; 2025Q2: 172,148 shares; 2025Q3: 170,091 shares; 2025Q4: 170,018 shares; 2026Q1: 169,289 shares; 2026Q2: 166,920 shares 166,920 $7.67M 0.04% -2,369 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,324 shares; 2024Q4: 96,760 shares; 2025Q1: 109,386 shares; 2025Q2: 80,026 shares; 2025Q3: 79,349 shares; 2025Q4: 85,579 shares; 2026Q1: 75,880 shares; 2026Q2: 75,037 shares 75,037 $7.64M 0.04% -843 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: 30,202 shares; 2024Q4: 30,307 shares; 2025Q1: 30,894 shares; 2025Q2: 31,025 shares; 2025Q3: 31,094 shares; 2025Q4: 31,368 shares; 2026Q1: 33,887 shares; 2026Q2: 34,455 shares 34,455 $7.61M 0.04% +568 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,703 shares; 2024Q4: 97,365 shares; 2025Q1: 93,791 shares; 2025Q2: 93,590 shares; 2025Q3: 93,820 shares; 2025Q4: 96,169 shares; 2026Q1: 99,178 shares; 2026Q2: 91,939 shares 91,939 $7.6M 0.04% -7,239 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 81,915 shares; 2026Q1: 98,020 shares; 2026Q2: 97,099 shares 97,099 $7.55M 0.04% -921 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,189 shares; 2026Q2: 73,926 shares 73,926 $7.52M 0.04% +70,737 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,292 shares; 2024Q4: 110,172 shares; 2025Q1: 106,559 shares; 2025Q2: 105,383 shares; 2025Q3: 102,106 shares; 2025Q4: 97,026 shares; 2026Q1: 105,123 shares; 2026Q2: 102,141 shares 102,141 $7.49M 0.04% -2,982 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,632 shares; 2024Q4: 220,414 shares; 2025Q1: 219,361 shares; 2025Q2: 230,981 shares; 2025Q3: 386,715 shares; 2025Q4: 433,237 shares; 2026Q1: 467,588 shares; 2026Q2: 671,758 shares 671,758 $7.43M 0.04% +204,170 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: 62,670 shares; 2024Q4: 63,390 shares; 2025Q1: 115,682 shares; 2025Q2: 119,459 shares; 2025Q3: 127,493 shares; 2025Q4: 118,916 shares; 2026Q1: 184,258 shares; 2026Q2: 274,403 shares 274,403 $7.42M 0.04% +90,145 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: 25,642 shares; 2024Q4: 24,130 shares; 2025Q1: 24,306 shares; 2025Q2: 24,039 shares; 2025Q3: 25,113 shares; 2025Q4: 25,887 shares; 2026Q1: 25,308 shares; 2026Q2: 24,739 shares 24,739 $7.4M 0.04% -569 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,207 shares; 2025Q2: 276,949 shares; 2025Q3: 285,640 shares; 2025Q4: 289,784 shares; 2026Q1: 181,950 shares; 2026Q2: 168,117 shares 168,117 $7.37M 0.04% -13,833 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: 28,350 shares; 2024Q4: 29,251 shares; 2025Q1: 28,879 shares; 2025Q2: 29,480 shares; 2025Q3: 29,268 shares; 2025Q4: 30,111 shares; 2026Q1: 32,846 shares; 2026Q2: 32,906 shares 32,906 $7.36M 0.04% +60 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,626 shares; 2024Q4: 57,451 shares; 2025Q1: 56,685 shares; 2025Q2: 56,944 shares; 2025Q3: 62,239 shares; 2025Q4: 73,855 shares; 2026Q1: 103,237 shares; 2026Q2: 107,530 shares 107,530 $7.34M 0.04% +4,293 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 1,107 shares; 2025Q1: 1,281 shares; 2025Q2: 1,512 shares; 2025Q3: 1,849 shares; 2025Q4: 2,098 shares; 2026Q1: 2,272 shares; 2026Q2: 2,289 shares 2,289 $7.32M 0.04% +17 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,985 shares; 2024Q4: 46,455 shares; 2025Q1: 41,809 shares; 2025Q2: 40,934 shares; 2025Q3: 40,261 shares; 2025Q4: 38,107 shares; 2026Q1: 37,747 shares; 2026Q2: 37,733 shares 37,733 $7.31M 0.04% -14 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,717 shares; 2024Q4: 38,620 shares; 2025Q1: 38,169 shares; 2025Q2: 40,475 shares; 2025Q3: 41,258 shares; 2025Q4: 42,915 shares; 2026Q1: 45,281 shares; 2026Q2: 44,589 shares 44,589 $7.27M 0.04% -692 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: 39,132 shares; 2024Q4: 38,121 shares; 2025Q1: 39,773 shares; 2025Q2: 41,934 shares; 2025Q3: 45,904 shares; 2025Q4: 51,446 shares; 2026Q1: 51,908 shares; 2026Q2: 51,879 shares 51,879 $7.1M 0.04% -29 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,431 shares; 2024Q4: 44,421 shares; 2025Q1: 45,399 shares; 2025Q2: 45,415 shares; 2025Q3: 47,079 shares; 2025Q4: 47,422 shares; 2026Q1: 48,158 shares; 2026Q2: 48,579 shares 48,579 $7.01M 0.04% +421 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: 17,269 shares; 2024Q4: 17,793 shares; 2025Q1: 21,286 shares; 2025Q2: 24,885 shares; 2025Q3: 27,250 shares; 2025Q4: 31,786 shares; 2026Q1: 30,911 shares; 2026Q2: 44,716 shares 44,716 $6.99M 0.04% +13,805 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: 3,709 shares; 2024Q4: 109,639 shares; 2025Q1: 147,503 shares; 2025Q2: 34,922 shares; 2025Q3: 4,866 shares; 2025Q4: 4,814 shares; 2026Q1: 68,836 shares; 2026Q2: 73,871 shares 73,871 $6.99M 0.04% +5,035 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: 214,820 shares; 2024Q4: 247,216 shares; 2025Q1: 238,629 shares; 2025Q2: 234,749 shares; 2025Q3: 225,238 shares; 2025Q4: 227,221 shares; 2026Q1: 232,378 shares; 2026Q2: 226,934 shares 226,934 $6.92M 0.04% -5,444 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,883 shares; 2024Q4: 21,585 shares; 2025Q1: 21,780 shares; 2025Q2: 22,561 shares; 2025Q3: 22,610 shares; 2025Q4: 22,506 shares; 2026Q1: 21,853 shares; 2026Q2: 21,942 shares 21,942 $6.9M 0.04% +89 Timeline PHO 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: 15,599 shares; 2024Q4: 14,820 shares; 2025Q1: 15,069 shares; 2025Q2: 15,871 shares; 2025Q3: 23,297 shares; 2025Q4: 43,096 shares; 2026Q1: 70,106 shares; 2026Q2: 99,888 shares 99,888 $6.9M 0.04% +29,782 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557,667 shares; 2024Q4: 538,992 shares; 2025Q1: 606,834 shares; 2025Q2: 607,616 shares; 2025Q3: 752,448 shares; 2025Q4: 585,698 shares; 2026Q1: 596,888 shares; 2026Q2: 632,962 shares 632,962 $6.88M 0.04% +36,074 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,028 shares; 2026Q2: 178,078 shares 178,078 $6.86M 0.04% -1,950 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,903 shares; 2024Q4: 48,400 shares; 2025Q1: 54,637 shares; 2025Q2: 53,266 shares; 2025Q3: 81,014 shares; 2025Q4: 82,919 shares; 2026Q1: 84,557 shares; 2026Q2: 76,833 shares 76,833 $6.85M 0.04% -7,724 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: 126,802 shares; 2024Q4: 210,743 shares; 2025Q1: 220,175 shares; 2025Q2: 222,338 shares; 2025Q3: 355,087 shares; 2025Q4: 367,787 shares; 2026Q1: 445,895 shares; 2026Q2: 492,458 shares 492,458 $6.85M 0.04% +46,563 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: 7,060 shares; 2024Q4: 6,521 shares; 2025Q1: 6,009 shares; 2025Q2: 6,113 shares; 2025Q3: 5,549 shares; 2025Q4: 5,546 shares; 2026Q1: 5,505 shares; 2026Q2: 6,023 shares 6,023 $6.82M 0.04% +518 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: 12,175 shares; 2024Q4: 14,250 shares; 2025Q1: 14,625 shares; 2025Q2: 20,200 shares; 2025Q3: 19,768 shares; 2025Q4: 20,641 shares; 2026Q1: 21,189 shares; 2026Q2: 18,664 shares 18,664 $6.81M 0.04% -2,525 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: 4,952 shares; 2024Q4: 4,193 shares; 2025Q1: 4,267 shares; 2025Q2: 4,555 shares; 2025Q3: 4,276 shares; 2025Q4: 25,637 shares; 2026Q1: 25,427 shares; 2026Q2: 25,373 shares 25,373 $6.8M 0.04% -54 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: 77,208 shares; 2024Q4: 72,870 shares; 2025Q1: 96,138 shares; 2025Q2: 95,832 shares; 2025Q3: 92,718 shares; 2025Q4: 92,371 shares; 2026Q1: 91,435 shares; 2026Q2: 91,295 shares 91,295 $6.79M 0.04% -140 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,748 shares; 2024Q4: 41,971 shares; 2025Q1: 42,606 shares; 2025Q2: 42,430 shares; 2025Q3: 42,410 shares; 2025Q4: 42,112 shares; 2026Q1: 42,377 shares; 2026Q2: 42,278 shares 42,278 $6.78M 0.04% -99 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,155 shares; 2024Q4: 120,563 shares; 2025Q1: 121,099 shares; 2025Q2: 121,541 shares; 2025Q3: 121,944 shares; 2025Q4: 116,543 shares; 2026Q1: 122,173 shares; 2026Q2: 120,095 shares 120,095 $6.75M 0.04% -2,078 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,510 shares; 2024Q4: 35,811 shares; 2025Q1: 39,246 shares; 2025Q2: 39,160 shares; 2025Q3: 37,774 shares; 2025Q4: 42,491 shares; 2026Q1: 47,148 shares; 2026Q2: 47,048 shares 47,048 $6.74M 0.04% -100 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,810 shares; 2024Q4: 118,010 shares; 2025Q1: 121,860 shares; 2025Q2: 123,000 shares; 2025Q3: 127,895 shares; 2025Q4: 131,395 shares; 2026Q1: 130,945 shares; 2026Q2: 128,805 shares 128,805 $6.66M 0.04% -2,140 Timeline BOXX 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: 41,365 shares; 2024Q4: 45,829 shares; 2025Q1: 50,349 shares; 2025Q2: 57,729 shares; 2025Q3: 55,931 shares; 2025Q4: 59,606 shares; 2026Q1: 59,606 shares; 2026Q2: 56,801 shares 56,801 $6.65M 0.04% -2,805 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: 20,007 shares; 2024Q4: 23,712 shares; 2025Q1: 20,172 shares; 2025Q2: 25,752 shares; 2025Q3: 21,071 shares; 2025Q4: 21,481 shares; 2026Q1: 21,854 shares; 2026Q2: 10,106 shares 10,106 $6.63M 0.04% -11,748 Timeline FPX 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: 27,069 shares; 2024Q4: 27,790 shares; 2025Q1: 28,649 shares; 2025Q2: 26,357 shares; 2025Q3: 26,271 shares; 2025Q4: 28,282 shares; 2026Q1: 30,246 shares; 2026Q2: 32,114 shares 32,114 $6.62M 0.04% +1,868 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: 25,973 shares; 2024Q4: 24,805 shares; 2025Q1: 25,142 shares; 2025Q2: 25,014 shares; 2025Q3: 24,320 shares; 2025Q4: 23,631 shares; 2026Q1: 22,584 shares; 2026Q2: 22,121 shares 22,121 $6.59M 0.04% -463 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,727 shares; 2024Q4: 53,580 shares; 2025Q1: 128,628 shares; 2025Q2: 60,348 shares; 2025Q3: 58,718 shares; 2025Q4: 57,651 shares; 2026Q1: 113,542 shares; 2026Q2: 95,968 shares 95,968 $6.57M 0.04% -17,574 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 3,305 shares; 2025Q1: 3,300 shares; 2025Q2: 3,200 shares; 2025Q3: 3,311 shares; 2025Q4: 3,244 shares; 2026Q1: 17,953 shares; 2026Q2: 17,380 shares 17,380 $6.52M 0.04% -573 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,883 shares; 2024Q4: 59,411 shares; 2025Q1: 56,967 shares; 2025Q2: 54,227 shares; 2025Q3: 51,755 shares; 2025Q4: 47,280 shares; 2026Q1: 44,370 shares; 2026Q2: 44,427 shares 44,427 $6.5M 0.04% +57 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,670 shares; 2024Q4: 118,540 shares; 2025Q1: 113,369 shares; 2025Q2: 116,780 shares; 2025Q3: 119,575 shares; 2025Q4: 117,594 shares; 2026Q1: 118,673 shares; 2026Q2: 114,929 shares 114,929 $6.5M 0.04% -3,744 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: 106,838 shares; 2024Q4: 106,187 shares; 2025Q1: 107,680 shares; 2025Q2: 110,766 shares; 2025Q3: 111,598 shares; 2025Q4: 118,202 shares; 2026Q1: 129,272 shares; 2026Q2: 133,359 shares 133,359 $6.46M 0.04% +4,087 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: 107,484 shares; 2024Q4: 80,660 shares; 2025Q1: 110,434 shares; 2025Q2: 97,612 shares; 2025Q3: 95,459 shares; 2025Q4: 99,610 shares; 2026Q1: 92,985 shares; 2026Q2: 56,774 shares 56,774 $6.45M 0.04% -36,211 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,014 shares; 2026Q2: 128,884 shares 128,884 $6.44M 0.04% -1,130 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,162 shares; 2024Q4: 12,007 shares; 2025Q1: 12,106 shares; 2025Q2: 12,103 shares; 2025Q3: 12,159 shares; 2025Q4: 11,962 shares; 2026Q1: 12,060 shares; 2026Q2: 19,456 shares 19,456 $6.42M 0.04% +7,396 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: 59,292 shares; 2024Q4: 62,039 shares; 2025Q1: 48,566 shares; 2025Q2: 45,069 shares; 2025Q3: 41,503 shares; 2025Q4: 57,741 shares; 2026Q1: 39,088 shares; 2026Q2: 40,980 shares 40,980 $6.42M 0.04% +1,892 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: 136,479 shares; 2024Q4: 152,998 shares; 2025Q1: 148,432 shares; 2025Q2: 129,623 shares; 2025Q3: 131,902 shares; 2025Q4: 129,138 shares; 2026Q1: 128,831 shares; 2026Q2: 127,416 shares 127,416 $6.42M 0.04% -1,415 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,113 shares; 2024Q4: 24,070 shares; 2025Q1: 23,630 shares; 2025Q2: 21,920 shares; 2025Q3: 19,897 shares; 2025Q4: 14,782 shares; 2026Q1: 14,126 shares; 2026Q2: 7,991 shares 7,991 $6.38M 0.04% -6,135 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,805 shares; 2025Q4: 46,325 shares; 2026Q1: 44,810 shares; 2026Q2: 40,605 shares 40,605 $6.38M 0.04% -4,205 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,275 shares; 2024Q4: 29,252 shares; 2025Q1: 29,608 shares; 2025Q2: 29,237 shares; 2025Q3: 28,963 shares; 2025Q4: 27,129 shares; 2026Q1: 26,340 shares; 2026Q2: 26,414 shares 26,414 $6.27M 0.03% +74 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,384 shares; 2024Q4: 65,861 shares; 2025Q1: 67,690 shares; 2025Q2: 57,205 shares; 2025Q3: 55,976 shares; 2025Q4: 55,143 shares; 2026Q1: 40,988 shares; 2026Q2: 39,671 shares 39,671 $6.27M 0.03% -1,317 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,758 shares; 2024Q4: 36,842 shares; 2025Q1: 38,524 shares; 2025Q2: 41,557 shares; 2025Q3: 40,341 shares; 2025Q4: 43,313 shares; 2026Q1: 52,380 shares; 2026Q2: 52,883 shares 52,883 $6.2M 0.03% +503 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,227 shares; 2024Q4: 10,714 shares; 2025Q1: 11,903 shares; 2025Q2: 13,469 shares; 2025Q3: 13,211 shares; 2025Q4: 12,798 shares; 2026Q1: 13,295 shares; 2026Q2: 13,448 shares 13,448 $6.17M 0.03% +153 Timeline STPZ 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: 51,305 shares; 2025Q3: 56,958 shares; 2025Q4: 63,400 shares; 2026Q1: 67,081 shares; 2026Q2: 115,738 shares 115,738 $6.17M 0.03% +48,657 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,800 shares; 2024Q4: 54,085 shares; 2025Q1: 51,404 shares; 2025Q2: 45,818 shares; 2025Q3: 43,027 shares; 2025Q4: 42,691 shares; 2026Q1: 39,936 shares; 2026Q2: 39,892 shares 39,892 $6.16M 0.03% -44 Timeline ESGV 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: 53,722 shares; 2024Q4: 52,981 shares; 2025Q1: 53,262 shares; 2025Q2: 52,748 shares; 2025Q3: 49,425 shares; 2025Q4: 48,186 shares; 2026Q1: 47,207 shares; 2026Q2: 46,213 shares 46,213 $6.11M 0.03% -994 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,294 shares; 2024Q4: 14,835 shares; 2025Q1: 13,907 shares; 2025Q2: 16,780 shares; 2025Q3: 20,965 shares; 2025Q4: 20,914 shares; 2026Q1: 23,176 shares; 2026Q2: 31,988 shares 31,988 $6.09M 0.03% +8,812 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: 87,382 shares; 2024Q4: 82,736 shares; 2025Q1: 79,654 shares; 2025Q2: 76,466 shares; 2025Q3: 76,058 shares; 2025Q4: 80,183 shares; 2026Q1: 80,062 shares; 2026Q2: 76,875 shares 76,875 $6.08M 0.03% -3,187 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 4,015 shares; 2025Q1: 4,917 shares; 2025Q2: 4,845 shares; 2025Q3: 23,984 shares; 2025Q4: 40,502 shares; 2026Q1: 39,549 shares; 2026Q2: 39,514 shares 39,514 $6.06M 0.03% -35 Timeline SPGP 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: 55,041 shares; 2024Q4: 37,168 shares; 2025Q1: 40,401 shares; 2025Q2: 42,434 shares; 2025Q3: 43,011 shares; 2025Q4: 47,009 shares; 2026Q1: 49,097 shares; 2026Q2: 49,525 shares 49,525 $6.06M 0.03% +428 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,923 shares; 2024Q4: 142,303 shares; 2025Q1: 140,633 shares; 2025Q2: 142,760 shares; 2025Q3: 139,224 shares; 2025Q4: 126,639 shares; 2026Q1: 115,835 shares; 2026Q2: 117,408 shares 117,408 $6.06M 0.03% +1,573 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: 7,246 shares; 2024Q4: 9,029 shares; 2025Q1: 10,130 shares; 2025Q2: 10,279 shares; 2025Q3: 10,674 shares; 2025Q4: 11,571 shares; 2026Q1: 14,590 shares; 2026Q2: 19,966 shares 19,966 $6.05M 0.03% +5,376 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,491 shares; 2024Q4: 4,153 shares; 2025Q1: 4,421 shares; 2025Q2: 4,981 shares; 2025Q3: 6,180 shares; 2025Q4: 13,380 shares; 2026Q1: 13,013 shares; 2026Q2: 13,145 shares 13,145 $6.03M 0.03% +132 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,754 shares; 2024Q4: 32,084 shares; 2025Q1: 32,614 shares; 2025Q2: 33,118 shares; 2025Q3: 32,410 shares; 2025Q4: 32,623 shares; 2026Q1: 32,773 shares; 2026Q2: 33,558 shares 33,558 $6.03M 0.03% +785 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: 56,344 shares; 2024Q4: 45,549 shares; 2025Q1: 42,138 shares; 2025Q2: not reported; 2025Q3: 22,506 shares; 2025Q4: 56,280 shares; 2026Q1: 91,945 shares; 2026Q2: 136,746 shares 136,746 $5.98M 0.03% +44,801 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: 64,387 shares; 2024Q4: 65,406 shares; 2025Q1: 68,818 shares; 2025Q2: 68,147 shares; 2025Q3: 68,681 shares; 2025Q4: 67,559 shares; 2026Q1: 58,407 shares; 2026Q2: 57,451 shares 57,451 $5.97M 0.03% -956 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: 58,458 shares; 2024Q4: 58,507 shares; 2025Q1: 64,873 shares; 2025Q2: 83,625 shares; 2025Q3: 90,812 shares; 2025Q4: 95,532 shares; 2026Q1: 55,162 shares; 2026Q2: 49,158 shares 49,158 $5.97M 0.03% -6,004 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: 89,439 shares; 2024Q4: 87,987 shares; 2025Q1: 120,388 shares; 2025Q2: 112,334 shares; 2025Q3: 114,942 shares; 2025Q4: 125,137 shares; 2026Q1: 120,887 shares; 2026Q2: 110,766 shares 110,766 $5.94M 0.03% -10,121 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 130,192 shares; 2026Q2: 179,356 shares 179,356 $5.87M 0.03% +49,164 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,225 shares; 2024Q4: 11,647 shares; 2025Q1: 11,851 shares; 2025Q2: 13,358 shares; 2025Q3: 14,461 shares; 2025Q4: 15,751 shares; 2026Q1: 18,575 shares; 2026Q2: 20,921 shares 20,921 $5.86M 0.03% +2,346 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,446 shares; 2024Q4: 11,189 shares; 2025Q1: 11,298 shares; 2025Q2: 22,024 shares; 2025Q3: 21,202 shares; 2025Q4: 22,458 shares; 2026Q1: 22,674 shares; 2026Q2: 22,813 shares 22,813 $5.84M 0.03% +139 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: 38,246 shares; 2024Q4: 50,332 shares; 2025Q1: 52,378 shares; 2025Q2: 51,255 shares; 2025Q3: 59,650 shares; 2025Q4: 78,715 shares; 2026Q1: 90,990 shares; 2026Q2: 98,580 shares 98,580 $5.81M 0.03% +7,590 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,421 shares; 2026Q2: 30,619 shares 30,619 $5.81M 0.03% +8,198 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: 2,934 shares; 2024Q4: 3,185 shares; 2025Q1: 3,477 shares; 2025Q2: 57,972 shares; 2025Q3: 60,230 shares; 2025Q4: 64,140 shares; 2026Q1: 65,344 shares; 2026Q2: 62,841 shares 62,841 $5.79M 0.03% -2,503 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,249 shares; 2024Q4: 145,191 shares; 2025Q1: 152,586 shares; 2025Q2: 132,466 shares; 2025Q3: 126,141 shares; 2025Q4: 126,146 shares; 2026Q1: 107,843 shares; 2026Q2: 107,648 shares 107,648 $5.69M 0.03% -195 Timeline MODL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,423 shares; 2025Q3: 102,210 shares; 2025Q4: 102,329 shares; 2026Q1: 108,045 shares; 2026Q2: 111,550 shares 111,550 $5.69M 0.03% +3,505 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,206 shares; 2024Q4: 115,350 shares; 2025Q1: 117,783 shares; 2025Q2: 120,509 shares; 2025Q3: 117,829 shares; 2025Q4: 117,180 shares; 2026Q1: 115,199 shares; 2026Q2: 114,908 shares 114,908 $5.65M 0.03% -291 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,735 shares; 2024Q4: 149,031 shares; 2025Q1: 147,790 shares; 2025Q2: 149,922 shares; 2025Q3: 149,765 shares; 2025Q4: 165,739 shares; 2026Q1: 161,707 shares; 2026Q2: 160,032 shares 160,032 $5.64M 0.03% -1,675 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 2,716 shares; 2025Q1: 2,802 shares; 2025Q2: 2,749 shares; 2025Q3: 2,837 shares; 2025Q4: 2,913 shares; 2026Q1: 3,148 shares; 2026Q2: 3,295 shares 3,295 $5.59M 0.03% +147 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,868 shares; 2024Q4: 73,241 shares; 2025Q1: 63,641 shares; 2025Q2: 54,605 shares; 2025Q3: 53,462 shares; 2025Q4: 44,076 shares; 2026Q1: 44,507 shares; 2026Q2: 45,566 shares 45,566 $5.53M 0.03% +1,059 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,224 shares; 2025Q2: 56,099 shares; 2025Q3: 188,077 shares; 2025Q4: 200,588 shares; 2026Q1: 87,345 shares; 2026Q2: 115,749 shares 115,749 $5.53M 0.03% +28,404 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,002 shares; 2025Q2: 126,814 shares; 2025Q3: 175,485 shares; 2025Q4: 185,656 shares; 2026Q1: 144,133 shares; 2026Q2: 135,415 shares 135,415 $5.5M 0.03% -8,718 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: 187,709 shares; 2024Q4: 183,011 shares; 2025Q1: 133,572 shares; 2025Q2: 141,740 shares; 2025Q3: 179,913 shares; 2025Q4: 190,962 shares; 2026Q1: 194,759 shares; 2026Q2: 223,720 shares 223,720 $5.49M 0.03% +28,961 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: 43,764 shares; 2024Q4: 103,895 shares; 2025Q1: 92,794 shares; 2025Q2: 64,052 shares; 2025Q3: 58,920 shares; 2025Q4: 64,039 shares; 2026Q1: 72,213 shares; 2026Q2: 72,383 shares 72,383 $5.47M 0.03% +170 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: 23,584 shares; 2024Q4: 12,743 shares; 2025Q1: 10,513 shares; 2025Q2: 11,191 shares; 2025Q3: 15,971 shares; 2025Q4: 17,120 shares; 2026Q1: 17,693 shares; 2026Q2: 22,939 shares 22,939 $5.46M 0.03% +5,246 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,659 shares; 2024Q4: 69,176 shares; 2025Q1: 81,381 shares; 2025Q2: 81,673 shares; 2025Q3: 137,833 shares; 2025Q4: 149,430 shares; 2026Q1: 155,636 shares; 2026Q2: 132,196 shares 132,196 $5.36M 0.03% -23,440 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,664 shares; 2024Q4: 109,008 shares; 2025Q1: 121,330 shares; 2025Q2: 122,128 shares; 2025Q3: 159,543 shares; 2025Q4: 219,166 shares; 2026Q1: 267,848 shares; 2026Q2: 297,659 shares 297,659 $5.34M 0.03% +29,811 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,295 shares; 2024Q4: 244,606 shares; 2025Q1: 256,146 shares; 2025Q2: 235,021 shares; 2025Q3: 282,192 shares; 2025Q4: 226,936 shares; 2026Q1: 226,049 shares; 2026Q2: 222,506 shares 222,506 $5.33M 0.03% -3,543 Timeline FID 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: 235,505 shares; 2025Q3: 236,431 shares; 2025Q4: 243,802 shares; 2026Q1: 246,440 shares; 2026Q2: 248,015 shares 248,015 $5.32M 0.03% +1,575 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,850 shares; 2024Q4: 289,183 shares; 2025Q1: 285,929 shares; 2025Q2: 295,514 shares; 2025Q3: 300,139 shares; 2025Q4: 309,211 shares; 2026Q1: 323,397 shares; 2026Q2: 335,890 shares 335,890 $5.3M 0.03% +12,493 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,393 shares; 2024Q4: 66,643 shares; 2025Q1: 65,138 shares; 2025Q2: 71,493 shares; 2025Q3: 73,535 shares; 2025Q4: 74,779 shares; 2026Q1: 77,915 shares; 2026Q2: 78,838 shares 78,838 $5.29M 0.03% +923 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,735 shares; 2024Q4: 1,674 shares; 2025Q1: 6,693 shares; 2025Q2: 6,393 shares; 2025Q3: 6,411 shares; 2025Q4: 6,365 shares; 2026Q1: 6,681 shares; 2026Q2: 6,644 shares 6,644 $5.28M 0.03% -37 Timeline ZROZ 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: 11,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,099 shares; 2025Q4: 85,277 shares; 2026Q1: 83,324 shares; 2026Q2: 82,296 shares 82,296 $5.28M 0.03% -1,028 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,161 shares; 2025Q1: 20,479 shares; 2025Q2: 126,867 shares; 2025Q3: 127,647 shares; 2025Q4: 136,688 shares; 2026Q1: 139,407 shares; 2026Q2: 140,548 shares 140,548 $5.27M 0.03% +1,141 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: 127,009 shares; 2024Q4: 125,120 shares; 2025Q1: 122,977 shares; 2025Q2: 120,303 shares; 2025Q3: 121,642 shares; 2025Q4: 119,626 shares; 2026Q1: 119,153 shares; 2026Q2: 117,411 shares 117,411 $5.21M 0.03% -1,742 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: 45,055 shares; 2024Q4: 43,773 shares; 2025Q1: 34,433 shares; 2025Q2: 38,955 shares; 2025Q3: 51,966 shares; 2025Q4: 60,079 shares; 2026Q1: 61,590 shares; 2026Q2: 69,677 shares 69,677 $5.19M 0.03% +8,087 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,947 shares; 2024Q4: 66,577 shares; 2025Q1: 69,621 shares; 2025Q2: 137,772 shares; 2025Q3: 128,072 shares; 2025Q4: 111,519 shares; 2026Q1: 52,336 shares; 2026Q2: 19,713 shares 19,713 $5.13M 0.03% -32,623 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,989 shares; 2024Q4: 17,443 shares; 2025Q1: 17,434 shares; 2025Q2: 18,458 shares; 2025Q3: 18,968 shares; 2025Q4: 17,991 shares; 2026Q1: 18,842 shares; 2026Q2: 18,593 shares 18,593 $5.13M 0.03% -249 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,450 shares; 2024Q4: 87,455 shares; 2025Q1: 109,925 shares; 2025Q2: 86,930 shares; 2025Q3: 90,985 shares; 2025Q4: 98,559 shares; 2026Q1: 118,774 shares; 2026Q2: 204,552 shares 204,552 $5.09M 0.03% +85,778 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,471 shares; 2024Q4: 47,728 shares; 2025Q1: 45,035 shares; 2025Q2: 43,154 shares; 2025Q3: 45,395 shares; 2025Q4: 52,852 shares; 2026Q1: 74,155 shares; 2026Q2: 82,217 shares 82,217 $5.08M 0.03% +8,062 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,503 shares; 2025Q2: 206,883 shares; 2025Q3: 234,424 shares; 2025Q4: 233,402 shares; 2026Q1: 154,687 shares; 2026Q2: 137,629 shares 137,629 $5.06M 0.03% -17,058 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,948 shares; 2024Q4: 106,332 shares; 2025Q1: 122,458 shares; 2025Q2: 153,300 shares; 2025Q3: 167,661 shares; 2025Q4: 173,426 shares; 2026Q1: 183,480 shares; 2026Q2: 224,438 shares 224,438 $5.02M 0.03% +40,958 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,500 shares; 2024Q4: 316,800 shares; 2025Q1: 329,042 shares; 2025Q2: 332,177 shares; 2025Q3: 332,842 shares; 2025Q4: 240,078 shares; 2026Q1: 235,148 shares; 2026Q2: 224,529 shares 224,529 $5.02M 0.03% -10,619 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,519 shares; 2024Q4: 23,149 shares; 2025Q1: 21,674 shares; 2025Q2: 19,945 shares; 2025Q3: 19,547 shares; 2025Q4: 27,314 shares; 2026Q1: 19,898 shares; 2026Q2: 20,665 shares 20,665 $5.01M 0.03% +767 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,601 shares; 2024Q4: 204,390 shares; 2025Q1: 224,348 shares; 2025Q2: 226,837 shares; 2025Q3: 207,772 shares; 2025Q4: 238,778 shares; 2026Q1: 382,991 shares; 2026Q2: 488,221 shares 488,221 $4.99M 0.03% +105,230 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,835 shares; 2024Q4: 90,109 shares; 2025Q1: 91,015 shares; 2025Q2: 104,775 shares; 2025Q3: 144,054 shares; 2025Q4: 141,269 shares; 2026Q1: 177,481 shares; 2026Q2: 232,938 shares 232,938 $4.98M 0.03% +55,457 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,406 shares; 2024Q4: 7,477 shares; 2025Q1: 7,995 shares; 2025Q2: 10,240 shares; 2025Q3: 16,233 shares; 2025Q4: 17,578 shares; 2026Q1: 16,612 shares; 2026Q2: 19,961 shares 19,961 $4.96M 0.03% +3,349 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,288 shares; 2024Q4: 116,102 shares; 2025Q1: 108,168 shares; 2025Q2: 104,956 shares; 2025Q3: 109,142 shares; 2025Q4: 106,338 shares; 2026Q1: 137,856 shares; 2026Q2: 129,947 shares 129,947 $4.95M 0.03% -7,909 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,356 shares; 2025Q2: 2,392 shares; 2025Q3: 7,502 shares; 2025Q4: 14,672 shares; 2026Q1: 16,648 shares; 2026Q2: 18,764 shares 18,764 $4.9M 0.03% +2,116 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,761 shares; 2024Q4: 29,523 shares; 2025Q1: 29,216 shares; 2025Q2: 29,532 shares; 2025Q3: 29,870 shares; 2025Q4: 32,649 shares; 2026Q1: 38,481 shares; 2026Q2: 38,708 shares 38,708 $4.89M 0.03% +227 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,739 shares; 2024Q4: 145,271 shares; 2025Q1: 155,396 shares; 2025Q2: 155,178 shares; 2025Q3: 108,288 shares; 2025Q4: 106,842 shares; 2026Q1: 113,948 shares; 2026Q2: 95,124 shares 95,124 $4.87M 0.03% -18,824 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: 28,558 shares; 2024Q4: 29,271 shares; 2025Q1: 29,364 shares; 2025Q2: 30,589 shares; 2025Q3: 30,893 shares; 2025Q4: 31,818 shares; 2026Q1: 34,907 shares; 2026Q2: 36,318 shares 36,318 $4.84M 0.03% +1,411 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: 79,700 shares; 2024Q4: 85,105 shares; 2025Q1: 91,479 shares; 2025Q2: 98,553 shares; 2025Q3: 101,011 shares; 2025Q4: 106,404 shares; 2026Q1: 155,502 shares; 2026Q2: 163,866 shares 163,866 $4.82M 0.03% +8,364 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,242 shares; 2024Q4: 35,574 shares; 2025Q1: 34,111 shares; 2025Q2: 42,553 shares; 2025Q3: 53,523 shares; 2025Q4: 43,416 shares; 2026Q1: 31,424 shares; 2026Q2: 28,673 shares 28,673 $4.81M 0.03% -2,751 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,144 shares; 2026Q2: 181,230 shares 181,230 $4.8M 0.03% +25,086 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,166 shares; 2025Q4: 33,079 shares; 2026Q1: 89,681 shares; 2026Q2: 90,084 shares 90,084 $4.8M 0.03% +403 Timeline FTXL 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: 15,081 shares; 2026Q1: 15,539 shares; 2026Q2: 16,801 shares 16,801 $4.79M 0.03% +1,262 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,993 shares; 2024Q4: 78,281 shares; 2025Q1: 71,246 shares; 2025Q2: 70,955 shares; 2025Q3: 70,506 shares; 2025Q4: 70,067 shares; 2026Q1: 68,884 shares; 2026Q2: 62,874 shares 62,874 $4.78M 0.03% -6,010 Timeline INCM 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: 26,527 shares; 2024Q4: 86,761 shares; 2025Q1: 114,139 shares; 2025Q2: 135,489 shares; 2025Q3: 137,506 shares; 2025Q4: 144,185 shares; 2026Q1: 153,075 shares; 2026Q2: 165,320 shares 165,320 $4.77M 0.03% +12,245 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,113 shares; 2024Q4: 86,956 shares; 2025Q1: 90,225 shares; 2025Q2: 50,928 shares; 2025Q3: 38,770 shares; 2025Q4: 38,551 shares; 2026Q1: 41,402 shares; 2026Q2: 43,526 shares 43,526 $4.76M 0.03% +2,124 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: 15,741 shares; 2024Q4: 15,495 shares; 2025Q1: 15,632 shares; 2025Q2: 16,124 shares; 2025Q3: 16,591 shares; 2025Q4: 16,956 shares; 2026Q1: 17,431 shares; 2026Q2: 17,566 shares 17,566 $4.75M 0.03% +135 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,283 shares; 2024Q4: 439,481 shares; 2025Q1: 451,466 shares; 2025Q2: 413,536 shares; 2025Q3: 382,097 shares; 2025Q4: 353,516 shares; 2026Q1: 325,719 shares; 2026Q2: 346,148 shares 346,148 $4.74M 0.03% +20,429 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,719 shares; 2024Q4: 49,876 shares; 2025Q1: 65,383 shares; 2025Q2: 83,378 shares; 2025Q3: 86,040 shares; 2025Q4: 86,638 shares; 2026Q1: 92,056 shares; 2026Q2: 99,113 shares 99,113 $4.73M 0.03% +7,057 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 558,209 shares; 2026Q2: 538,924 shares 538,924 $4.72M 0.03% -19,285 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,717 shares; 2024Q4: 14,997 shares; 2025Q1: 15,048 shares; 2025Q2: 15,111 shares; 2025Q3: 15,306 shares; 2025Q4: 15,481 shares; 2026Q1: 16,027 shares; 2026Q2: 16,525 shares 16,525 $4.69M 0.03% +498 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,507 shares; 2024Q4: 136,563 shares; 2025Q1: 134,751 shares; 2025Q2: 144,811 shares; 2025Q3: 224,545 shares; 2025Q4: 235,642 shares; 2026Q1: 236,254 shares; 2026Q2: 257,487 shares 257,487 $4.68M 0.03% +21,233 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,385 shares; 2024Q4: 83,393 shares; 2025Q1: 85,228 shares; 2025Q2: 85,322 shares; 2025Q3: 86,256 shares; 2025Q4: 91,582 shares; 2026Q1: 105,236 shares; 2026Q2: 107,097 shares 107,097 $4.66M 0.03% +1,861 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: 13,621 shares; 2024Q4: 32,824 shares; 2025Q1: 36,293 shares; 2025Q2: 34,998 shares; 2025Q3: 35,649 shares; 2025Q4: 49,685 shares; 2026Q1: 47,403 shares; 2026Q2: 56,233 shares 56,233 $4.65M 0.03% +8,830 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,111 shares; 2024Q4: 5,749 shares; 2025Q1: 6,872 shares; 2025Q2: 7,765 shares; 2025Q3: 8,731 shares; 2025Q4: 11,327 shares; 2026Q1: 13,011 shares; 2026Q2: 29,167 shares 29,167 $4.63M 0.03% +16,156 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 151,325 shares; 2025Q1: 233,750 shares; 2025Q2: 254,750 shares; 2025Q3: 256,250 shares; 2025Q4: 277,250 shares; 2026Q1: 278,650 shares; 2026Q2: 308,900 shares 308,900 $4.61M 0.03% +30,250 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,783 shares; 2025Q1: 51,638 shares; 2025Q2: 54,839 shares; 2025Q3: 99,014 shares; 2025Q4: 80,124 shares; 2026Q1: 117,554 shares; 2026Q2: 82,972 shares 82,972 $4.6M 0.03% -34,582 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,345 shares; 2024Q4: 9,964 shares; 2025Q1: 11,016 shares; 2025Q2: 10,879 shares; 2025Q3: 11,002 shares; 2025Q4: 11,007 shares; 2026Q1: 12,673 shares; 2026Q2: 19,261 shares 19,261 $4.6M 0.03% +6,588 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,139 shares; 2024Q4: 24,215 shares; 2025Q1: 25,110 shares; 2025Q2: 25,668 shares; 2025Q3: 25,261 shares; 2025Q4: 25,691 shares; 2026Q1: 20,736 shares; 2026Q2: 20,636 shares 20,636 $4.6M 0.03% -100 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,173 shares; 2024Q4: 9,302 shares; 2025Q1: 9,988 shares; 2025Q2: 9,910 shares; 2025Q3: 15,009 shares; 2025Q4: 14,748 shares; 2026Q1: 14,655 shares; 2026Q2: 14,437 shares 14,437 $4.6M 0.03% -218 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,300 shares; 2024Q4: 77,514 shares; 2025Q1: 79,329 shares; 2025Q2: 78,405 shares; 2025Q3: 107,131 shares; 2025Q4: 110,131 shares; 2026Q1: 107,519 shares; 2026Q2: 107,669 shares 107,669 $4.56M 0.03% +150 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: 14,080 shares; 2024Q4: 14,046 shares; 2025Q1: 21,696 shares; 2025Q2: 14,162 shares; 2025Q3: 13,791 shares; 2025Q4: 13,264 shares; 2026Q1: 60,013 shares; 2026Q2: 58,948 shares 58,948 $4.51M 0.02% -1,065 Timeline IBIK 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: 105,329 shares; 2025Q3: 140,627 shares; 2025Q4: 157,241 shares; 2026Q1: 163,436 shares; 2026Q2: 173,887 shares 173,887 $4.5M 0.02% +10,451 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: 89,938 shares; 2024Q4: 98,367 shares; 2025Q1: 74,483 shares; 2025Q2: 58,127 shares; 2025Q3: 96,802 shares; 2025Q4: 77,884 shares; 2026Q1: 59,617 shares; 2026Q2: 59,314 shares 59,314 $4.48M 0.02% -303 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,876 shares; 2024Q4: 19,421 shares; 2025Q1: 19,200 shares; 2025Q2: 19,613 shares; 2025Q3: 21,676 shares; 2025Q4: 27,190 shares; 2026Q1: 22,261 shares; 2026Q2: 23,158 shares 23,158 $4.47M 0.02% +897 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: 19,039 shares; 2024Q4: 19,421 shares; 2025Q1: 10,889 shares; 2025Q2: 11,358 shares; 2025Q3: 10,962 shares; 2025Q4: 10,780 shares; 2026Q1: 21,454 shares; 2026Q2: 17,704 shares 17,704 $4.47M 0.02% -3,750 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,908 shares; 2024Q4: 12,180 shares; 2025Q1: 12,795 shares; 2025Q2: 5,706 shares; 2025Q3: 8,546 shares; 2025Q4: 17,411 shares; 2026Q1: 20,424 shares; 2026Q2: 18,369 shares 18,369 $4.45M 0.02% -2,055 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,414 shares; 2024Q4: 85,705 shares; 2025Q1: 83,687 shares; 2025Q2: 86,397 shares; 2025Q3: 90,442 shares; 2025Q4: 91,702 shares; 2026Q1: 91,467 shares; 2026Q2: 90,156 shares 90,156 $4.45M 0.02% -1,311 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: 4,964 shares; 2024Q4: 5,381 shares; 2025Q1: 2,840 shares; 2025Q2: 2,745 shares; 2025Q3: 4,389 shares; 2025Q4: 5,111 shares; 2026Q1: 5,287 shares; 2026Q2: 4,603 shares 4,603 $4.44M 0.02% -684 Timeline KORP 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: 82,325 shares; 2024Q4: 81,747 shares; 2025Q1: 83,343 shares; 2025Q2: 84,448 shares; 2025Q3: 84,753 shares; 2025Q4: 88,354 shares; 2026Q1: 95,652 shares; 2026Q2: 94,697 shares 94,697 $4.44M 0.02% -955 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,373 shares; 2024Q4: 29,251 shares; 2025Q1: 29,228 shares; 2025Q2: 29,310 shares; 2025Q3: 28,272 shares; 2025Q4: 28,322 shares; 2026Q1: 35,038 shares; 2026Q2: 35,675 shares 35,675 $4.39M 0.02% +637 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 147,962 shares 147,962 $4.34M 0.02% new Timeline GNR 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: 57,333 shares; 2024Q4: 57,140 shares; 2025Q1: 57,740 shares; 2025Q2: 59,202 shares; 2025Q3: 60,107 shares; 2025Q4: 61,392 shares; 2026Q1: 64,707 shares; 2026Q2: 64,467 shares 64,467 $4.34M 0.02% -240 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,466 shares; 2024Q4: 3,427 shares; 2025Q1: 3,388 shares; 2025Q2: 3,327 shares; 2025Q3: 3,289 shares; 2025Q4: 2,907 shares; 2026Q1: 3,105 shares; 2026Q2: 3,188 shares 3,188 $4.34M 0.02% +83 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,479 shares; 2024Q4: 53,580 shares; 2025Q1: 54,393 shares; 2025Q2: 53,409 shares; 2025Q3: 50,804 shares; 2025Q4: 51,476 shares; 2026Q1: 51,923 shares; 2026Q2: 50,977 shares 50,977 $4.32M 0.02% -946 Timeline IBIG 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: 100,211 shares; 2025Q3: 134,025 shares; 2025Q4: 146,032 shares; 2026Q1: 151,874 shares; 2026Q2: 163,246 shares 163,246 $4.29M 0.02% +11,372 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,752 shares; 2024Q4: 14,040 shares; 2025Q1: 15,709 shares; 2025Q2: 16,539 shares; 2025Q3: 23,061 shares; 2025Q4: 26,318 shares; 2026Q1: 32,467 shares; 2026Q2: 36,585 shares 36,585 $4.27M 0.02% +4,118 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,132 shares; 2024Q4: 261,778 shares; 2025Q1: 302,865 shares; 2025Q2: 318,133 shares; 2025Q3: 293,527 shares; 2025Q4: 300,580 shares; 2026Q1: 314,297 shares; 2026Q2: 331,237 shares 331,237 $4.27M 0.02% +16,940 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,051 shares; 2024Q4: 14,817 shares; 2025Q1: 2,595 shares; 2025Q2: 2,474 shares; 2025Q3: 2,416 shares; 2025Q4: 4,133 shares; 2026Q1: 7,455 shares; 2026Q2: 23,856 shares 23,856 $4.26M 0.02% +16,401 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: not reported; 2024Q4: 42,121 shares; 2025Q1: 36,199 shares; 2025Q2: 93,815 shares; 2025Q3: 72,282 shares; 2025Q4: 59,582 shares; 2026Q1: 50,113 shares; 2026Q2: 54,973 shares 54,973 $4.26M 0.02% +4,860 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,944 shares; 2024Q4: 223,093 shares; 2025Q1: 223,739 shares; 2025Q2: 220,323 shares; 2025Q3: 237,676 shares; 2025Q4: 236,535 shares; 2026Q1: 234,911 shares; 2026Q2: 230,461 shares 230,461 $4.26M 0.02% -4,450 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,996 shares; 2024Q4: 48,633 shares; 2025Q1: 50,233 shares; 2025Q2: 50,427 shares; 2025Q3: 51,496 shares; 2025Q4: 56,830 shares; 2026Q1: 57,042 shares; 2026Q2: 59,122 shares 59,122 $4.25M 0.02% +2,080 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,731 shares; 2024Q4: 38,044 shares; 2025Q1: 37,846 shares; 2025Q2: 37,743 shares; 2025Q3: 36,764 shares; 2025Q4: 36,572 shares; 2026Q1: 37,651 shares; 2026Q2: 37,501 shares 37,501 $4.24M 0.02% -150 Timeline FXZ 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: 54,059 shares; 2026Q2: 53,341 shares 53,341 $4.24M 0.02% -718 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,894 shares; 2024Q4: 8,218 shares; 2025Q1: 14,757 shares; 2025Q2: 15,996 shares; 2025Q3: 18,278 shares; 2025Q4: 21,932 shares; 2026Q1: 28,230 shares; 2026Q2: 28,957 shares 28,957 $4.23M 0.02% +727 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: 8,940 shares; 2024Q4: 8,754 shares; 2025Q1: 9,002 shares; 2025Q2: 9,342 shares; 2025Q3: 9,005 shares; 2025Q4: 9,437 shares; 2026Q1: 6,466 shares; 2026Q2: 8,307 shares 8,307 $4.23M 0.02% +1,841 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: 9,084 shares; 2024Q4: 9,139 shares; 2025Q1: 9,638 shares; 2025Q2: 9,848 shares; 2025Q3: 9,750 shares; 2025Q4: 9,652 shares; 2026Q1: 9,819 shares; 2026Q2: 10,071 shares 10,071 $4.2M 0.02% +252 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: 13,055 shares; 2024Q4: 13,921 shares; 2025Q1: 13,171 shares; 2025Q2: 13,202 shares; 2025Q3: 14,843 shares; 2025Q4: 14,969 shares; 2026Q1: 15,477 shares; 2026Q2: 15,542 shares 15,542 $4.18M 0.02% +65 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: 5,767 shares; 2024Q4: 6,060 shares; 2025Q1: 6,153 shares; 2025Q2: 5,485 shares; 2025Q3: 5,669 shares; 2025Q4: 5,126 shares; 2026Q1: 5,080 shares; 2026Q2: 5,508 shares 5,508 $4.16M 0.02% +428 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,080 shares; 2024Q4: 65,147 shares; 2025Q1: 67,395 shares; 2025Q2: 72,060 shares; 2025Q3: 73,648 shares; 2025Q4: 76,352 shares; 2026Q1: 76,030 shares; 2026Q2: 76,144 shares 76,144 $4.16M 0.02% +114 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,000 shares; 2024Q4: 148,000 shares; 2025Q1: 148,000 shares; 2025Q2: 136,000 shares; 2025Q3: 136,000 shares; 2025Q4: 135,000 shares; 2026Q1: 135,000 shares; 2026Q2: 128,000 shares 128,000 $4.14M 0.02% -7,000 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: 35,600 shares; 2024Q4: 30,660 shares; 2025Q1: 32,201 shares; 2025Q2: 33,541 shares; 2025Q3: 35,374 shares; 2025Q4: 37,796 shares; 2026Q1: 40,456 shares; 2026Q2: 42,878 shares 42,878 $4.13M 0.02% +2,422 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,646 shares; 2024Q4: 36,099 shares; 2025Q1: 35,522 shares; 2025Q2: 30,162 shares; 2025Q3: 31,401 shares; 2025Q4: 34,731 shares; 2026Q1: 37,756 shares; 2026Q2: 34,642 shares 34,642 $4.13M 0.02% -3,114 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,567 shares; 2024Q4: 44,875 shares; 2025Q1: 33,474 shares; 2025Q2: 31,724 shares; 2025Q3: 30,723 shares; 2025Q4: 31,611 shares; 2026Q1: 31,687 shares; 2026Q2: 36,873 shares 36,873 $4.12M 0.02% +5,186 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360,426 shares; 2026Q2: 357,533 shares 357,533 $4.1M 0.02% -2,893 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,185 shares; 2024Q4: 19,612 shares; 2025Q1: 22,617 shares; 2025Q2: 25,911 shares; 2025Q3: 30,158 shares; 2025Q4: 33,343 shares; 2026Q1: 33,023 shares; 2026Q2: 23,236 shares 23,236 $4.08M 0.02% -9,787 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,075 shares; 2024Q4: 42,214 shares; 2025Q1: 43,346 shares; 2025Q2: 14,878 shares; 2025Q3: 14,950 shares; 2025Q4: 14,751 shares; 2026Q1: 14,009 shares; 2026Q2: 12,171 shares 12,171 $4.07M 0.02% -1,838 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,188 shares; 2024Q4: 47,129 shares; 2025Q1: 45,299 shares; 2025Q2: 44,665 shares; 2025Q3: 43,472 shares; 2025Q4: 42,038 shares; 2026Q1: 42,305 shares; 2026Q2: 41,923 shares 41,923 $4.06M 0.02% -382 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,575 shares; 2025Q4: 65,575 shares; 2026Q1: 65,575 shares; 2026Q2: 65,657 shares 65,657 $4.05M 0.02% +82 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,087 shares; 2024Q4: 57,659 shares; 2025Q1: 50,447 shares; 2025Q2: 49,814 shares; 2025Q3: 45,180 shares; 2025Q4: 41,895 shares; 2026Q1: 29,281 shares; 2026Q2: 29,103 shares 29,103 $4.05M 0.02% -178 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 23,020 shares 23,020 $4.05M 0.02% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,502 shares; 2024Q4: 20,757 shares; 2025Q1: 20,768 shares; 2025Q2: 21,690 shares; 2025Q3: 21,231 shares; 2025Q4: 20,722 shares; 2026Q1: 19,984 shares; 2026Q2: 19,965 shares 19,965 $4.03M 0.02% -19 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: 55,433 shares; 2024Q4: 31,393 shares; 2025Q1: 33,512 shares; 2025Q2: 46,862 shares; 2025Q3: 60,593 shares; 2025Q4: 96,555 shares; 2026Q1: 100,722 shares; 2026Q2: 88,258 shares 88,258 $4M 0.02% -12,464 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,383 shares; 2026Q2: 52,423 shares 52,423 $3.98M 0.02% +4,040 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,236 shares; 2024Q4: 13,676 shares; 2025Q1: 28,439 shares; 2025Q2: 23,994 shares; 2025Q3: 27,091 shares; 2025Q4: 32,868 shares; 2026Q1: 36,189 shares; 2026Q2: 25,565 shares 25,565 $3.97M 0.02% -10,624 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,874 shares; 2024Q4: 46,550 shares; 2025Q1: 45,912 shares; 2025Q2: 47,702 shares; 2025Q3: 47,208 shares; 2025Q4: 51,348 shares; 2026Q1: 58,653 shares; 2026Q2: 78,668 shares 78,668 $3.95M 0.02% +20,015 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,513 shares; 2024Q4: 4,928 shares; 2025Q1: 5,985 shares; 2025Q2: 7,945 shares; 2025Q3: 8,634 shares; 2025Q4: 8,985 shares; 2026Q1: 10,038 shares; 2026Q2: 13,301 shares 13,301 $3.94M 0.02% +3,263 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: 175,879 shares; 2024Q4: 185,595 shares; 2025Q1: 180,242 shares; 2025Q2: 182,442 shares; 2025Q3: 182,137 shares; 2025Q4: 188,496 shares; 2026Q1: 191,182 shares; 2026Q2: 94,875 shares 94,875 $3.93M 0.02% -96,307 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,775 shares; 2024Q4: 22,947 shares; 2025Q1: 24,079 shares; 2025Q2: 24,318 shares; 2025Q3: 24,457 shares; 2025Q4: 33,638 shares; 2026Q1: 22,305 shares; 2026Q2: 22,548 shares 22,548 $3.93M 0.02% +243 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,175 shares; 2024Q4: 24,522 shares; 2025Q1: 26,685 shares; 2025Q2: 31,911 shares; 2025Q3: 32,345 shares; 2025Q4: 33,802 shares; 2026Q1: 33,861 shares; 2026Q2: 20,849 shares 20,849 $3.92M 0.02% -13,012 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,294 shares; 2024Q4: 23,108 shares; 2025Q1: 27,986 shares; 2025Q2: 29,314 shares; 2025Q3: 30,030 shares; 2025Q4: 52,023 shares; 2026Q1: 45,030 shares; 2026Q2: 46,121 shares 46,121 $3.9M 0.02% +1,091 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158,957 shares 158,957 $3.88M 0.02% new Timeline