AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 449,249 shares; 2025Q1: 450,088 shares; 2025Q2: 443,169 shares; 2025Q3: 453,220 shares; 2025Q4: 384,747 shares; 2026Q1: 389,791 shares; 2026Q2: 390,317 shares; 2026Q3: 414,528 shares 414,528 $138M 3.92% +24,211 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 742,383 shares; 2025Q2: 765,921 shares; 2025Q3: 788,848 shares; 2025Q4: 831,519 shares; 2026Q1: 852,472 shares; 2026Q2: 854,513 shares; 2026Q3: 877,579 shares 877,579 $78.8M 2.24% +23,066 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 367,326 shares; 2025Q1: 357,307 shares; 2025Q2: 347,256 shares; 2025Q3: 363,934 shares; 2025Q4: 306,212 shares; 2026Q1: 318,684 shares; 2026Q2: 306,725 shares; 2026Q3: 330,380 shares 330,380 $75.5M 2.14% +23,655 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,959 shares; 2025Q1: 151,671 shares; 2025Q2: 150,579 shares; 2025Q3: 150,847 shares; 2025Q4: 135,706 shares; 2026Q1: 131,358 shares; 2026Q2: 124,487 shares; 2026Q3: 127,659 shares 127,659 $65.5M 1.86% +3,172 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290,255 shares; 2025Q1: 317,908 shares; 2025Q2: 321,942 shares; 2025Q3: 325,247 shares; 2025Q4: 322,642 shares; 2026Q1: 324,786 shares; 2026Q2: 359,896 shares; 2026Q3: 366,890 shares 366,890 $53.2M 1.51% +6,994 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 991,331 shares; 2025Q1: 1,022,826 shares; 2025Q2: 946,139 shares; 2025Q3: 988,443 shares; 2025Q4: 932,065 shares; 2026Q1: 968,669 shares; 2026Q2: 1,095,153 shares; 2026Q3: 1,131,098 shares 1,131,098 $49M 1.39% +35,945 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155,976 shares; 2025Q1: 147,336 shares; 2025Q2: 97,666 shares; 2025Q3: 71,443 shares; 2025Q4: 66,491 shares; 2026Q1: 61,706 shares; 2026Q2: 59,533 shares; 2026Q3: 66,016 shares 66,016 $48.8M 1.39% +6,483 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 652,680 shares; 2025Q1: 655,212 shares; 2025Q2: 637,122 shares; 2025Q3: 635,187 shares; 2025Q4: 555,358 shares; 2026Q1: 575,203 shares; 2026Q2: 566,467 shares; 2026Q3: 570,211 shares 570,211 $47.3M 1.34% +3,744 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175,014 shares; 2025Q1: 176,607 shares; 2025Q2: 191,821 shares; 2025Q3: 196,703 shares; 2025Q4: 173,677 shares; 2026Q1: 178,043 shares; 2026Q2: 169,533 shares; 2026Q3: 172,814 shares 172,814 $43.1M 1.22% +3,281 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,245,576 shares; 2025Q2: 1,245,743 shares; 2025Q3: 1,256,574 shares; 2025Q4: 1,246,944 shares; 2026Q1: 1,281,779 shares; 2026Q2: 1,354,713 shares; 2026Q3: 1,423,205 shares 1,423,205 $42.7M 1.21% +68,492 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 923,532 shares; 2025Q2: 959,860 shares; 2025Q3: 932,529 shares; 2025Q4: 666,013 shares; 2026Q1: 1,139,240 shares; 2026Q2: 1,198,872 shares; 2026Q3: 1,219,139 shares 1,219,139 $41.5M 1.18% +20,267 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 743,814 shares; 2025Q2: 784,307 shares; 2025Q3: 687,128 shares; 2025Q4: 713,497 shares; 2026Q1: 725,123 shares; 2026Q2: 759,479 shares; 2026Q3: 767,776 shares 767,776 $41.3M 1.17% +8,297 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 26,403 shares; 2025Q2: 21,854 shares; 2025Q3: 28,602 shares; 2025Q4: 61,428 shares; 2026Q1: 52,126 shares; 2026Q2: 57,555 shares; 2026Q3: 57,035 shares 57,035 $40M 1.13% -520 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,232 shares; 2025Q1: 135,712 shares; 2025Q2: 139,051 shares; 2025Q3: 139,408 shares; 2025Q4: 121,203 shares; 2026Q1: 119,341 shares; 2026Q2: 110,095 shares; 2026Q3: 114,691 shares 114,691 $39.5M 1.12% +4,596 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 318,806 shares; 2025Q1: 332,015 shares; 2025Q2: 340,431 shares; 2025Q3: 353,000 shares; 2025Q4: 344,554 shares; 2026Q1: 355,700 shares; 2026Q2: 386,991 shares; 2026Q3: 395,723 shares 395,723 $38.3M 1.09% +8,732 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 286,102 shares; 2025Q1: 536,136 shares; 2025Q2: 584,421 shares; 2025Q3: 570,817 shares; 2025Q4: 598,814 shares; 2026Q1: 603,143 shares; 2026Q2: 654,851 shares; 2026Q3: 686,831 shares 686,831 $34.6M 0.98% +31,980 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,527 shares; 2025Q1: 106,005 shares; 2025Q2: 104,003 shares; 2025Q3: 101,241 shares; 2025Q4: 96,972 shares; 2026Q1: 93,903 shares; 2026Q2: 90,164 shares; 2026Q3: 92,989 shares 92,989 $32.7M 0.93% +2,825 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; 2024Q4: 1,087,028 shares; 2025Q1: 1,125,611 shares; 2025Q2: 1,124,306 shares; 2025Q3: 1,169,004 shares; 2025Q4: 734,073 shares; 2026Q1: 749,174 shares; 2026Q2: 728,217 shares; 2026Q3: 732,200 shares 732,200 $32.5M 0.92% +3,983 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 561,827 shares; 2025Q1: 581,845 shares; 2025Q2: 598,765 shares; 2025Q3: 621,592 shares; 2025Q4: 592,704 shares; 2026Q1: 616,515 shares; 2026Q2: 700,663 shares; 2026Q3: 720,144 shares 720,144 $32.1M 0.91% +19,481 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; 2024Q4: 866,978 shares; 2025Q1: 768,542 shares; 2025Q2: 833,057 shares; 2025Q3: 789,724 shares; 2025Q4: 813,747 shares; 2026Q1: 863,998 shares; 2026Q2: 937,504 shares; 2026Q3: 967,952 shares 967,952 $31.2M 0.89% +30,448 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,126 shares; 2025Q1: 36,325 shares; 2025Q2: 38,807 shares; 2025Q3: 38,991 shares; 2025Q4: 40,186 shares; 2026Q1: 40,829 shares; 2026Q2: 41,064 shares; 2026Q3: 42,325 shares 42,325 $30.7M 0.87% +1,261 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 512,708 shares; 2025Q2: 487,087 shares; 2025Q3: 501,713 shares; 2025Q4: 399,666 shares; 2026Q1: 417,425 shares; 2026Q2: 419,060 shares; 2026Q3: 436,583 shares 436,583 $30.6M 0.87% +17,523 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,445,944 shares; 2025Q1: 1,469,863 shares; 2025Q2: 1,491,156 shares; 2025Q3: 1,532,461 shares; 2025Q4: 735,907 shares; 2026Q1: 738,954 shares; 2026Q2: 735,680 shares; 2026Q3: 740,234 shares 740,234 $29.7M 0.84% +4,554 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 943,056 shares; 2025Q2: 1,002,784 shares; 2025Q3: 962,142 shares; 2025Q4: 865,516 shares; 2026Q1: 877,551 shares; 2026Q2: 899,273 shares; 2026Q3: 905,779 shares 905,779 $29.6M 0.84% +6,506 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 87,447 shares; 2025Q2: 88,427 shares; 2025Q3: 90,247 shares; 2025Q4: 83,113 shares; 2026Q1: 85,477 shares; 2026Q2: 77,875 shares; 2026Q3: 81,211 shares 81,211 $28.8M 0.82% +3,336 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160,751 shares; 2025Q1: 173,901 shares; 2025Q2: 178,222 shares; 2025Q3: 179,915 shares; 2025Q4: 290,237 shares; 2026Q1: 295,299 shares; 2026Q2: 331,727 shares; 2026Q3: 340,415 shares 340,415 $27.5M 0.78% +8,688 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,119 shares; 2025Q1: 82,762 shares; 2025Q2: 82,557 shares; 2025Q3: 81,752 shares; 2025Q4: 79,330 shares; 2026Q1: 81,031 shares; 2026Q2: 81,651 shares; 2026Q3: 81,598 shares 81,598 $27M 0.77% -53 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169,889 shares; 2025Q1: 182,806 shares; 2025Q2: 186,486 shares; 2025Q3: 182,298 shares; 2025Q4: 313,401 shares; 2026Q1: 323,966 shares; 2026Q2: 348,347 shares; 2026Q3: 353,000 shares 353,000 $26.1M 0.74% +4,653 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 286,314 shares; 2025Q1: 325,829 shares; 2025Q2: 323,584 shares; 2025Q3: 327,714 shares; 2025Q4: 311,846 shares; 2026Q1: 322,184 shares; 2026Q2: 344,188 shares; 2026Q3: 349,894 shares 349,894 $25M 0.71% +5,706 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372,228 shares; 2025Q1: 414,074 shares; 2025Q2: 422,933 shares; 2025Q3: 427,539 shares; 2025Q4: 319,390 shares; 2026Q1: 318,989 shares; 2026Q2: 344,277 shares; 2026Q3: 349,259 shares 349,259 $25M 0.71% +4,982 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,984 shares; 2025Q1: 69,103 shares; 2025Q2: 71,005 shares; 2025Q3: 70,642 shares; 2025Q4: 61,619 shares; 2026Q1: 63,009 shares; 2026Q2: 67,475 shares; 2026Q3: 69,846 shares 69,846 $23.8M 0.68% +2,371 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,429 shares; 2025Q1: 14,755 shares; 2025Q2: 14,369 shares; 2025Q3: 13,261 shares; 2025Q4: 17,764 shares; 2026Q1: 12,543 shares; 2026Q2: 12,708 shares; 2026Q3: 20,121 shares 20,121 $23.3M 0.66% +7,413 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,693 shares; 2025Q1: 242,533 shares; 2025Q2: 237,525 shares; 2025Q3: 256,752 shares; 2025Q4: 262,259 shares; 2026Q1: 244,153 shares; 2026Q2: 261,185 shares; 2026Q3: 286,510 shares 286,510 $23.3M 0.66% +25,325 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 615,246 shares; 2025Q1: 624,942 shares; 2025Q2: 631,000 shares; 2025Q3: 638,073 shares; 2025Q4: 503,402 shares; 2026Q1: 513,255 shares; 2026Q2: 513,424 shares; 2026Q3: 519,482 shares 519,482 $21.5M 0.61% +6,058 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113,782 shares; 2025Q1: 116,099 shares; 2025Q2: 116,948 shares; 2025Q3: 117,013 shares; 2025Q4: 106,075 shares; 2026Q1: 103,287 shares; 2026Q2: 102,887 shares; 2026Q3: 102,698 shares 102,698 $21M 0.6% -189 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 312,546 shares; 2025Q2: 215,033 shares; 2025Q3: 216,706 shares; 2025Q4: 221,157 shares; 2026Q1: 226,444 shares; 2026Q2: 248,420 shares; 2026Q3: 268,968 shares 268,968 $20.8M 0.59% +20,548 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,859 shares; 2025Q2: 16,330 shares; 2025Q3: 48,952 shares; 2025Q4: 106,101 shares; 2026Q1: 114,165 shares; 2026Q2: 128,073 shares; 2026Q3: 130,169 shares 130,169 $19.7M 0.56% +2,096 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; 2024Q4: 910,388 shares; 2025Q1: 922,024 shares; 2025Q2: 936,102 shares; 2025Q3: 962,249 shares; 2025Q4: 758,653 shares; 2026Q1: 770,412 shares; 2026Q2: 816,396 shares; 2026Q3: 830,800 shares 830,800 $19.7M 0.56% +14,404 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,360 shares; 2025Q1: 86,204 shares; 2025Q2: 80,753 shares; 2025Q3: 77,280 shares; 2025Q4: 51,654 shares; 2026Q1: 52,418 shares; 2026Q2: 52,636 shares; 2026Q3: 50,518 shares 50,518 $19.2M 0.55% -2,118 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,523 shares; 2025Q1: 23,875 shares; 2025Q2: 23,692 shares; 2025Q3: 23,823 shares; 2025Q4: 21,244 shares; 2026Q1: 23,609 shares; 2026Q2: 24,049 shares; 2026Q3: 23,707 shares 23,707 $19.2M 0.55% -342 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 293,412 shares; 2025Q2: 271,018 shares; 2025Q3: 275,975 shares; 2025Q4: 272,209 shares; 2026Q1: 265,496 shares; 2026Q2: 264,808 shares; 2026Q3: 270,950 shares 270,950 $19.1M 0.54% +6,142 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,593 shares; 2025Q1: 24,221 shares; 2025Q2: 23,867 shares; 2025Q3: 23,989 shares; 2025Q4: 19,859 shares; 2026Q1: 19,723 shares; 2026Q2: 20,108 shares; 2026Q3: 20,531 shares 20,531 $18.7M 0.53% +423 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,050 shares; 2025Q1: 40,000 shares; 2025Q2: 40,628 shares; 2025Q3: 38,675 shares; 2025Q4: 36,151 shares; 2026Q1: 36,990 shares; 2026Q2: 35,077 shares; 2026Q3: 35,322 shares 35,322 $17.6M 0.5% +245 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,749 shares; 2025Q1: 26,429 shares; 2025Q2: 27,072 shares; 2025Q3: 27,531 shares; 2025Q4: 26,115 shares; 2026Q1: 26,192 shares; 2026Q2: 25,530 shares; 2026Q3: 22,832 shares 22,832 $17.4M 0.49% -2,698 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 545,405 shares; 2025Q1: 555,516 shares; 2025Q2: 534,959 shares; 2025Q3: 536,241 shares; 2025Q4: 423,250 shares; 2026Q1: 432,990 shares; 2026Q2: 419,441 shares; 2026Q3: 426,240 shares 426,240 $16.8M 0.48% +6,799 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 232,735 shares; 2025Q1: 227,840 shares; 2025Q2: 231,335 shares; 2025Q3: 199,965 shares; 2025Q4: 203,514 shares; 2026Q1: 213,244 shares; 2026Q2: 220,075 shares; 2026Q3: 219,813 shares 219,813 $16.6M 0.47% -262 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 632,445 shares; 2025Q1: 654,808 shares; 2025Q2: 685,194 shares; 2025Q3: 701,024 shares; 2025Q4: 608,651 shares; 2026Q1: 627,721 shares; 2026Q2: 681,278 shares; 2026Q3: 694,819 shares 694,819 $16.3M 0.46% +13,541 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 370,345 shares; 2025Q1: 374,168 shares; 2025Q2: 376,082 shares; 2025Q3: 379,065 shares; 2025Q4: 285,487 shares; 2026Q1: 292,661 shares; 2026Q2: 286,985 shares; 2026Q3: 287,152 shares 287,152 $15.8M 0.45% +167 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,833 shares; 2025Q1: 56,866 shares; 2025Q2: 58,534 shares; 2025Q3: 59,981 shares; 2025Q4: 59,019 shares; 2026Q1: 60,206 shares; 2026Q2: 58,816 shares; 2026Q3: 60,278 shares 60,278 $15.8M 0.45% +1,462 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250,215 shares; 2025Q1: 253,867 shares; 2025Q2: 256,649 shares; 2025Q3: 259,199 shares; 2025Q4: 203,109 shares; 2026Q1: 205,699 shares; 2026Q2: 200,647 shares; 2026Q3: 200,866 shares 200,866 $15.6M 0.44% +219 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 299,579 shares; 2025Q2: 278,264 shares; 2025Q3: 286,192 shares; 2025Q4: 244,243 shares; 2026Q1: 253,539 shares; 2026Q2: 261,973 shares; 2026Q3: 261,919 shares 261,919 $15.5M 0.44% -54 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 380,933 shares; 2025Q1: 386,376 shares; 2025Q2: 399,865 shares; 2025Q3: 408,874 shares; 2025Q4: 278,899 shares; 2026Q1: 279,601 shares; 2026Q2: 295,642 shares; 2026Q3: 312,310 shares 312,310 $15.2M 0.43% +16,668 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 25,068 shares; 2025Q2: 26,435 shares; 2025Q3: 30,054 shares; 2025Q4: 23,618 shares; 2026Q1: 158,225 shares; 2026Q2: 168,907 shares; 2026Q3: 177,880 shares 177,880 $15.1M 0.43% +8,973 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 91,482 shares 91,482 $14.9M 0.42% new Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,032 shares; 2025Q1: 122,591 shares; 2025Q2: 123,288 shares; 2025Q3: 127,766 shares; 2025Q4: 122,198 shares; 2026Q1: 128,455 shares; 2026Q2: 143,056 shares; 2026Q3: 146,568 shares 146,568 $14.3M 0.41% +3,512 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 137,710 shares; 2025Q2: 138,526 shares; 2025Q3: 145,063 shares; 2025Q4: 138,942 shares; 2026Q1: 139,539 shares; 2026Q2: 139,195 shares; 2026Q3: 135,706 shares 135,706 $14.1M 0.4% -3,489 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,705 shares; 2025Q1: 84,333 shares; 2025Q2: 88,088 shares; 2025Q3: 89,947 shares; 2025Q4: 90,255 shares; 2026Q1: 90,299 shares; 2026Q2: 97,890 shares; 2026Q3: 139,792 shares 139,792 $14.1M 0.4% +41,902 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 232,336 shares; 2025Q2: 237,234 shares; 2025Q3: 245,531 shares; 2025Q4: 239,010 shares; 2026Q1: 239,968 shares; 2026Q2: 259,307 shares; 2026Q3: 264,173 shares 264,173 $13.7M 0.39% +4,866 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,406 shares; 2025Q1: 69,372 shares; 2025Q2: 69,779 shares; 2025Q3: 77,528 shares; 2025Q4: 46,281 shares; 2026Q1: 48,097 shares; 2026Q2: 46,539 shares; 2026Q3: 48,883 shares 48,883 $13.6M 0.39% +2,344 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 120,222 shares; 2025Q2: 63,162 shares; 2025Q3: 59,151 shares; 2025Q4: 56,106 shares; 2026Q1: 57,943 shares; 2026Q2: 33,970 shares; 2026Q3: 35,982 shares 35,982 $13.5M 0.38% +2,012 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 295,507 shares; 2025Q1: 308,833 shares; 2025Q2: 316,694 shares; 2025Q3: 194,002 shares; 2025Q4: 184,927 shares; 2026Q1: 187,670 shares; 2026Q2: 187,027 shares; 2026Q3: 184,979 shares 184,979 $13.3M 0.38% -2,048 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,790 shares; 2025Q1: 42,763 shares; 2025Q2: 44,611 shares; 2025Q3: 45,916 shares; 2025Q4: 42,458 shares; 2026Q1: 45,559 shares; 2026Q2: 46,678 shares; 2026Q3: 45,329 shares 45,329 $12.9M 0.37% -1,349 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,341 shares; 2025Q1: 67,586 shares; 2025Q2: 70,790 shares; 2025Q3: 84,804 shares; 2025Q4: 82,849 shares; 2026Q1: 88,643 shares; 2026Q2: 69,935 shares; 2026Q3: 68,053 shares 68,053 $12.7M 0.36% -1,882 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 33,719 shares; 2025Q2: 34,456 shares; 2025Q3: 35,448 shares; 2025Q4: 30,833 shares; 2026Q1: 33,556 shares; 2026Q2: 34,476 shares; 2026Q3: 34,631 shares 34,631 $12.4M 0.35% +155 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 39,373 shares; 2025Q2: 39,231 shares; 2025Q3: 39,304 shares; 2025Q4: 37,427 shares; 2026Q1: 37,358 shares; 2026Q2: 37,316 shares; 2026Q3: 37,327 shares 37,327 $12.1M 0.34% +11 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,933 shares; 2025Q1: 116,847 shares; 2025Q2: 128,796 shares; 2025Q3: 142,962 shares; 2025Q4: 149,909 shares; 2026Q1: 151,837 shares; 2026Q2: 170,975 shares; 2026Q3: 200,037 shares 200,037 $11.8M 0.33% +29,062 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 171,610 shares; 2025Q1: 239,621 shares; 2025Q2: 243,531 shares; 2025Q3: 233,536 shares; 2025Q4: 151,892 shares; 2026Q1: 233,961 shares; 2026Q2: 208,492 shares; 2026Q3: 209,158 shares 209,158 $11.8M 0.33% +666 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,284 shares; 2025Q1: 101,229 shares; 2025Q2: 104,510 shares; 2025Q3: 109,096 shares; 2025Q4: 95,917 shares; 2026Q1: 97,701 shares; 2026Q2: 101,192 shares; 2026Q3: 104,550 shares 104,550 $11.5M 0.33% +3,358 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,698 shares; 2025Q1: 26,327 shares; 2025Q2: 23,934 shares; 2025Q3: 23,611 shares; 2025Q4: 22,402 shares; 2026Q1: 21,967 shares; 2026Q2: 21,586 shares; 2026Q3: 20,053 shares 20,053 $11.4M 0.32% -1,533 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 358,228 shares; 2025Q2: 364,882 shares; 2025Q3: 372,554 shares; 2025Q4: 370,829 shares; 2026Q1: 409,285 shares; 2026Q2: 417,415 shares; 2026Q3: 414,802 shares 414,802 $11.4M 0.32% -2,613 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,073 shares; 2025Q1: 68,250 shares; 2025Q2: 68,829 shares; 2025Q3: 68,308 shares; 2025Q4: 67,267 shares; 2026Q1: 86,643 shares; 2026Q2: 72,039 shares; 2026Q3: 70,561 shares 70,561 $10.9M 0.31% -1,478 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,126 shares; 2025Q1: 20,206 shares; 2025Q2: 18,747 shares; 2025Q3: 19,904 shares; 2025Q4: 19,127 shares; 2026Q1: 22,614 shares; 2026Q2: 17,114 shares; 2026Q3: 17,622 shares 17,622 $10.8M 0.31% +508 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,888 shares; 2025Q1: 51,421 shares; 2025Q2: 55,254 shares; 2025Q3: 59,271 shares; 2025Q4: 47,741 shares; 2026Q1: 49,570 shares; 2026Q2: 15,560 shares; 2026Q3: 13,976 shares 13,976 $10.7M 0.3% -1,584 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,490 shares; 2025Q2: 6,899 shares; 2025Q3: 7,359 shares; 2025Q4: 181,697 shares; 2026Q1: 199,549 shares; 2026Q2: 197,120 shares; 2026Q3: 204,288 shares 204,288 $10.6M 0.3% +7,168 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,877 shares; 2025Q1: 197,172 shares; 2025Q2: 197,665 shares; 2025Q3: 206,956 shares; 2025Q4: 160,063 shares; 2026Q1: 157,217 shares; 2026Q2: 169,600 shares; 2026Q3: 175,480 shares 175,480 $10.4M 0.3% +5,880 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34,183 shares; 2025Q2: 36,572 shares; 2025Q3: 59,153 shares; 2025Q4: 49,888 shares; 2026Q1: 49,916 shares; 2026Q2: 54,649 shares; 2026Q3: 53,192 shares 53,192 $10.4M 0.3% -1,457 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,420 shares; 2025Q2: 99,128 shares; 2025Q3: 105,435 shares; 2025Q4: 112,044 shares; 2026Q1: 113,588 shares; 2026Q2: 146,625 shares; 2026Q3: 202,267 shares 202,267 $10.2M 0.29% +55,642 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,479 shares; 2025Q1: 48,689 shares; 2025Q2: 51,196 shares; 2025Q3: 51,409 shares; 2025Q4: 41,171 shares; 2026Q1: 39,447 shares; 2026Q2: 39,490 shares; 2026Q3: 38,330 shares 38,330 $10.1M 0.29% -1,160 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,861 shares; 2025Q1: 86,932 shares; 2025Q2: 86,106 shares; 2025Q3: 83,778 shares; 2025Q4: 75,171 shares; 2026Q1: 80,936 shares; 2026Q2: 82,172 shares; 2026Q3: 81,860 shares 81,860 $10M 0.29% -312 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,154 shares; 2025Q1: 46,420 shares; 2025Q2: 40,856 shares; 2025Q3: 43,861 shares; 2025Q4: 41,080 shares; 2026Q1: 41,028 shares; 2026Q2: 64,313 shares; 2026Q3: 68,175 shares 68,175 $9.91M 0.28% +3,862 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 317,181 shares; 2025Q2: 347,595 shares; 2025Q3: 343,117 shares; 2025Q4: 346,845 shares; 2026Q1: 270,996 shares; 2026Q2: 283,307 shares; 2026Q3: 297,490 shares 297,490 $9.68M 0.27% +14,183 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 16,335 shares; 2025Q2: 17,113 shares; 2025Q3: 18,609 shares; 2025Q4: 19,597 shares; 2026Q1: 20,088 shares; 2026Q2: 19,672 shares; 2026Q3: 21,099 shares 21,099 $9.63M 0.27% +1,427 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,156 shares; 2025Q1: 55,310 shares; 2025Q2: 54,886 shares; 2025Q3: 55,275 shares; 2025Q4: 53,825 shares; 2026Q1: 55,422 shares; 2026Q2: 61,991 shares; 2026Q3: 61,923 shares 61,923 $9.23M 0.26% -68 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 39,892 shares; 2025Q2: 35,796 shares; 2025Q3: 33,323 shares; 2025Q4: 31,737 shares; 2026Q1: 31,803 shares; 2026Q2: 31,446 shares; 2026Q3: 31,247 shares 31,247 $8.89M 0.25% -199 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 91,741 shares; 2025Q2: 93,210 shares; 2025Q3: 96,036 shares; 2025Q4: 98,933 shares; 2026Q1: 106,224 shares; 2026Q2: 111,112 shares; 2026Q3: 111,982 shares 111,982 $8.77M 0.25% +870 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190,636 shares; 2025Q1: 209,521 shares; 2025Q2: 217,953 shares; 2025Q3: 219,326 shares; 2025Q4: 147,660 shares; 2026Q1: 147,544 shares; 2026Q2: 161,405 shares; 2026Q3: 165,124 shares 165,124 $8.64M 0.25% +3,719 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,337 shares; 2025Q1: 27,928 shares; 2025Q2: 22,995 shares; 2025Q3: 21,578 shares; 2025Q4: 20,247 shares; 2026Q1: 19,737 shares; 2026Q2: 20,237 shares; 2026Q3: 20,067 shares 20,067 $8.46M 0.24% -170 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,362 shares; 2026Q1: 513,732 shares; 2026Q2: 436,038 shares; 2026Q3: 426,077 shares 426,077 $8.41M 0.24% -9,961 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; 2024Q4: 12,007 shares; 2025Q1: 12,042 shares; 2025Q2: 12,718 shares; 2025Q3: 12,643 shares; 2025Q4: 11,625 shares; 2026Q1: 11,528 shares; 2026Q2: 16,441 shares; 2026Q3: 17,245 shares 17,245 $8.34M 0.24% +804 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 145,105 shares; 2025Q2: 148,454 shares; 2025Q3: 155,041 shares; 2025Q4: 159,280 shares; 2026Q1: 161,013 shares; 2026Q2: 150,378 shares; 2026Q3: 151,952 shares 151,952 $8.2M 0.23% +1,574 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236,004 shares; 2025Q1: 239,196 shares; 2025Q2: 248,180 shares; 2025Q3: 253,957 shares; 2025Q4: 169,669 shares; 2026Q1: 173,442 shares; 2026Q2: 174,168 shares; 2026Q3: 173,941 shares 173,941 $8.08M 0.23% -227 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 360,231 shares; 2025Q2: 268,831 shares; 2025Q3: 176,515 shares; 2025Q4: 172,980 shares; 2026Q1: 174,033 shares; 2026Q2: 230,937 shares; 2026Q3: 222,112 shares 222,112 $7.98M 0.23% -8,825 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 264,872 shares; 2025Q1: 269,958 shares; 2025Q2: 271,247 shares; 2025Q3: 277,666 shares; 2025Q4: 229,300 shares; 2026Q1: 237,059 shares; 2026Q2: 231,917 shares; 2026Q3: 236,376 shares 236,376 $7.96M 0.23% +4,459 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,232 shares; 2025Q1: 8,661 shares; 2025Q2: 8,307 shares; 2025Q3: 8,591 shares; 2025Q4: 8,327 shares; 2026Q1: 8,483 shares; 2026Q2: 8,366 shares; 2026Q3: 8,365 shares 8,365 $7.95M 0.23% -1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 90,063 shares; 2025Q2: 92,413 shares; 2025Q3: 94,545 shares; 2025Q4: 90,944 shares; 2026Q1: 95,888 shares; 2026Q2: 89,321 shares; 2026Q3: 95,583 shares 95,583 $7.92M 0.22% +6,262 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,276 shares; 2025Q1: 19,073 shares; 2025Q2: 54,103 shares; 2025Q3: 55,005 shares; 2025Q4: 42,903 shares; 2026Q1: 43,468 shares; 2026Q2: 39,953 shares; 2026Q3: 29,855 shares 29,855 $7.91M 0.22% -10,098 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 406,994 shares; 2025Q1: 396,816 shares; 2025Q2: 355,902 shares; 2025Q3: 355,759 shares; 2025Q4: 346,073 shares; 2026Q1: 353,375 shares; 2026Q2: 345,958 shares; 2026Q3: 343,009 shares 343,009 $7.85M 0.22% -2,949 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,615 shares; 2025Q1: 32,846 shares; 2025Q2: 33,749 shares; 2025Q3: 33,897 shares; 2025Q4: 33,898 shares; 2026Q1: 36,432 shares; 2026Q2: 39,848 shares; 2026Q3: 40,843 shares 40,843 $7.68M 0.22% +995 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,528 shares; 2025Q1: 117,889 shares; 2025Q2: 111,429 shares; 2025Q3: 110,137 shares; 2025Q4: 100,778 shares; 2026Q1: 97,963 shares; 2026Q2: 80,402 shares; 2026Q3: 70,431 shares 70,431 $7.58M 0.22% -9,971 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,563 shares; 2025Q1: 8,593 shares; 2025Q2: 8,181 shares; 2025Q3: 8,549 shares; 2025Q4: 61,655 shares; 2026Q1: 69,832 shares; 2026Q2: 110,338 shares; 2026Q3: 108,155 shares 108,155 $7.53M 0.21% -2,183 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20,158 shares; 2025Q2: 20,724 shares; 2025Q3: 20,791 shares; 2025Q4: 21,622 shares; 2026Q1: 23,165 shares; 2026Q2: 94,865 shares; 2026Q3: 95,793 shares 95,793 $7.51M 0.21% +928 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174,363 shares; 2025Q1: 202,349 shares; 2025Q2: 203,856 shares; 2025Q3: 204,979 shares; 2025Q4: 202,935 shares; 2026Q1: 208,663 shares; 2026Q2: 210,374 shares; 2026Q3: 211,600 shares 211,600 $7.51M 0.21% +1,226 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 373,218 shares; 2025Q1: 404,867 shares; 2025Q2: 437,579 shares; 2025Q3: 479,199 shares; 2025Q4: 235,880 shares; 2026Q1: 245,310 shares; 2026Q2: 247,349 shares; 2026Q3: 253,532 shares 253,532 $7.5M 0.21% +6,183 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,080 shares; 2025Q1: 43,405 shares; 2025Q2: 40,682 shares; 2025Q3: 39,702 shares; 2025Q4: 39,821 shares; 2026Q1: 40,934 shares; 2026Q2: 37,322 shares; 2026Q3: 36,018 shares 36,018 $7.49M 0.21% -1,304 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,978 shares; 2025Q1: 97,199 shares; 2025Q2: 98,192 shares; 2025Q3: 99,523 shares; 2025Q4: 67,853 shares; 2026Q1: 70,161 shares; 2026Q2: 77,855 shares; 2026Q3: 79,263 shares 79,263 $7.46M 0.21% +1,408 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150,078 shares; 2025Q1: 152,126 shares; 2025Q2: 151,322 shares; 2025Q3: 150,794 shares; 2025Q4: 150,972 shares; 2026Q1: 153,073 shares; 2026Q2: 152,140 shares; 2026Q3: 144,121 shares 144,121 $7.38M 0.21% -8,019 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,889 shares; 2026Q1: 137,802 shares; 2026Q2: 137,493 shares; 2026Q3: 141,929 shares 141,929 $7.37M 0.21% +4,436 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,389 shares; 2025Q1: 11,340 shares; 2025Q2: 11,355 shares; 2025Q3: 11,219 shares; 2025Q4: 10,678 shares; 2026Q1: 11,492 shares; 2026Q2: 11,025 shares; 2026Q3: 10,962 shares 10,962 $7.36M 0.21% -63 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166,581 shares; 2026Q3: 174,738 shares 174,738 $7.33M 0.21% +8,157 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,424 shares; 2025Q1: 44,961 shares; 2025Q2: 46,256 shares; 2025Q3: 47,058 shares; 2025Q4: 47,017 shares; 2026Q1: 48,488 shares; 2026Q2: 48,348 shares; 2026Q3: 49,103 shares 49,103 $7.08M 0.2% +755 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,203 shares; 2025Q1: 19,898 shares; 2025Q2: 31,794 shares; 2025Q3: 52,557 shares; 2025Q4: 69,536 shares; 2026Q1: 93,261 shares; 2026Q2: 116,969 shares; 2026Q3: 147,402 shares 147,402 $7.06M 0.2% +30,433 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 84,269 shares; 2025Q2: 78,605 shares; 2025Q3: 99,043 shares; 2025Q4: 94,546 shares; 2026Q1: 90,492 shares; 2026Q2: 77,370 shares; 2026Q3: 92,325 shares 92,325 $7.05M 0.2% +14,955 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,316 shares; 2025Q1: 50,809 shares; 2025Q2: 49,788 shares; 2025Q3: 49,648 shares; 2025Q4: 47,850 shares; 2026Q1: 46,685 shares; 2026Q2: 45,194 shares; 2026Q3: 43,441 shares 43,441 $7.04M 0.2% -1,753 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,968 shares; 2025Q1: 3,419 shares; 2025Q2: 3,855 shares; 2025Q3: 4,925 shares; 2025Q4: 4,803 shares; 2026Q1: 4,984 shares; 2026Q2: 7,428 shares; 2026Q3: 7,680 shares 7,680 $6.91M 0.2% +252 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,921 shares; 2025Q1: 31,609 shares; 2025Q2: 33,076 shares; 2025Q3: 34,350 shares; 2025Q4: 28,911 shares; 2026Q1: 31,723 shares; 2026Q2: 18,998 shares; 2026Q3: 17,395 shares 17,395 $6.91M 0.2% -1,603 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,103 shares; 2025Q1: 72,487 shares; 2025Q2: 74,869 shares; 2025Q3: 75,432 shares; 2025Q4: 74,275 shares; 2026Q1: 74,863 shares; 2026Q2: 77,661 shares; 2026Q3: 79,512 shares 79,512 $6.84M 0.19% +1,851 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,126 shares; 2025Q1: 136,663 shares; 2025Q2: 141,141 shares; 2025Q3: 141,486 shares; 2025Q4: 140,093 shares; 2026Q1: 136,826 shares; 2026Q2: 141,796 shares; 2026Q3: 137,828 shares 137,828 $6.82M 0.19% -3,968 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,769 shares; 2025Q1: 18,301 shares; 2025Q2: 19,798 shares; 2025Q3: 22,603 shares; 2025Q4: 20,231 shares; 2026Q1: 21,948 shares; 2026Q2: 22,520 shares; 2026Q3: 21,631 shares 21,631 $6.76M 0.19% -889 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,782 shares; 2025Q1: 5,935 shares; 2025Q2: 7,158 shares; 2025Q3: 7,157 shares; 2025Q4: 6,262 shares; 2026Q1: 6,504 shares; 2026Q2: 6,498 shares; 2026Q3: 6,286 shares 6,286 $6.65M 0.19% -212 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,372 shares; 2025Q1: 55,157 shares; 2025Q2: 57,261 shares; 2025Q3: 59,030 shares; 2025Q4: 58,961 shares; 2026Q1: 59,684 shares; 2026Q2: 60,561 shares; 2026Q3: 52,492 shares 52,492 $6.65M 0.19% -8,069 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,599 shares; 2025Q1: 7,379 shares; 2025Q2: 7,067 shares; 2025Q3: 6,587 shares; 2025Q4: 5,560 shares; 2026Q1: 6,503 shares; 2026Q2: 5,304 shares; 2026Q3: 6,210 shares 6,210 $6.61M 0.19% +906 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,600 shares; 2025Q3: 77,333 shares; 2025Q4: 81,926 shares; 2026Q1: 86,136 shares; 2026Q2: 88,830 shares; 2026Q3: 88,594 shares 88,594 $6.56M 0.19% -236 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,186 shares; 2025Q1: 44,359 shares; 2025Q2: 44,743 shares; 2025Q3: 44,653 shares; 2025Q4: 44,496 shares; 2026Q1: 47,864 shares; 2026Q2: 53,717 shares; 2026Q3: 55,192 shares 55,192 $6.41M 0.18% +1,475 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,881 shares; 2025Q1: 51,017 shares; 2025Q2: 50,868 shares; 2025Q3: 49,515 shares; 2025Q4: 49,836 shares; 2026Q1: 51,713 shares; 2026Q2: 52,738 shares; 2026Q3: 53,278 shares 53,278 $6.41M 0.18% +540 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,055 shares; 2025Q1: 22,036 shares; 2025Q2: 24,043 shares; 2025Q3: 25,369 shares; 2025Q4: 20,082 shares; 2026Q1: 33,920 shares; 2026Q2: 34,126 shares; 2026Q3: 31,371 shares 31,371 $6.39M 0.18% -2,755 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,165 shares; 2025Q1: 34,206 shares; 2025Q2: 30,369 shares; 2025Q3: 30,862 shares; 2025Q4: 26,503 shares; 2026Q1: 27,248 shares; 2026Q2: 28,457 shares; 2026Q3: 28,966 shares 28,966 $6.37M 0.18% +509 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,722 shares; 2025Q1: 25,588 shares; 2025Q2: 31,683 shares; 2025Q3: 32,456 shares; 2025Q4: 30,676 shares; 2026Q1: 54,446 shares; 2026Q2: 56,612 shares; 2026Q3: 55,367 shares 55,367 $6.31M 0.18% -1,245 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,470 shares; 2025Q1: 134,132 shares; 2025Q2: 129,696 shares; 2025Q3: 120,318 shares; 2025Q4: 113,509 shares; 2026Q1: 108,291 shares; 2026Q2: 106,236 shares; 2026Q3: 103,030 shares 103,030 $6.31M 0.18% -3,206 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,296 shares; 2025Q1: 13,274 shares; 2025Q2: 28,384 shares; 2025Q3: 50,479 shares; 2025Q4: 63,702 shares; 2026Q1: 75,507 shares; 2026Q2: 103,982 shares; 2026Q3: 141,142 shares 141,142 $6.3M 0.18% +37,160 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 46,642 shares; 2025Q2: 45,184 shares; 2025Q3: 48,777 shares; 2025Q4: 53,554 shares; 2026Q1: 56,212 shares; 2026Q2: 61,114 shares; 2026Q3: 64,529 shares 64,529 $6.27M 0.18% +3,415 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 145,991 shares; 2025Q2: 142,753 shares; 2025Q3: 143,352 shares; 2025Q4: 115,235 shares; 2026Q1: 113,807 shares; 2026Q2: 122,489 shares; 2026Q3: 125,650 shares 125,650 $6.26M 0.18% +3,161 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,944 shares; 2025Q1: 13,850 shares; 2025Q2: 12,712 shares; 2025Q3: 11,981 shares; 2025Q4: 12,089 shares; 2026Q1: 12,204 shares; 2026Q2: 50,246 shares; 2026Q3: 49,875 shares 49,875 $6.25M 0.18% -371 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 60,276 shares; 2025Q2: 57,924 shares; 2025Q3: 62,606 shares; 2025Q4: 40,057 shares; 2026Q1: 40,382 shares; 2026Q2: 40,041 shares; 2026Q3: 40,224 shares 40,224 $6.24M 0.18% +183 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 223,874 shares; 2025Q1: 234,589 shares; 2025Q2: 240,990 shares; 2025Q3: 257,157 shares; 2025Q4: 204,833 shares; 2026Q1: 208,822 shares; 2026Q2: 218,481 shares; 2026Q3: 226,201 shares 226,201 $6.15M 0.17% +7,720 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296,866 shares; 2025Q3: 301,478 shares; 2025Q4: 317,541 shares; 2026Q1: 318,967 shares; 2026Q2: 322,882 shares; 2026Q3: 320,722 shares 320,722 $6.12M 0.17% -2,160 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,802 shares; 2026Q3: 39,914 shares 39,914 $6.02M 0.17% +20,112 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 47,844 shares; 2025Q2: 46,832 shares; 2025Q3: 46,338 shares; 2025Q4: 40,825 shares; 2026Q1: 43,665 shares; 2026Q2: 43,231 shares; 2026Q3: 43,156 shares 43,156 $6M 0.17% -75 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 26,060 shares; 2025Q2: 25,790 shares; 2025Q3: 27,291 shares; 2025Q4: 26,531 shares; 2026Q1: 26,759 shares; 2026Q2: 24,681 shares; 2026Q3: 25,431 shares 25,431 $5.93M 0.17% +750 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,971 shares; 2025Q1: 34,657 shares; 2025Q2: 34,812 shares; 2025Q3: 36,817 shares; 2025Q4: 30,395 shares; 2026Q1: 29,381 shares; 2026Q2: 31,443 shares; 2026Q3: 31,894 shares 31,894 $5.92M 0.17% +451 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,940 shares; 2025Q1: 108,012 shares; 2025Q2: 113,495 shares; 2025Q3: 120,649 shares; 2025Q4: 127,063 shares; 2026Q1: 124,663 shares; 2026Q2: 123,317 shares; 2026Q3: 124,440 shares 124,440 $5.9M 0.17% +1,123 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; 2024Q4: 35,857 shares; 2025Q1: 35,867 shares; 2025Q2: 35,238 shares; 2025Q3: 35,873 shares; 2025Q4: 35,770 shares; 2026Q1: 36,210 shares; 2026Q2: 36,022 shares; 2026Q3: 33,384 shares 33,384 $5.86M 0.17% -2,638 Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,105 shares; 2025Q1: 212,889 shares; 2025Q2: 229,706 shares; 2025Q3: 225,461 shares; 2025Q4: 239,192 shares; 2026Q1: 228,551 shares; 2026Q2: 239,778 shares; 2026Q3: 244,481 shares 244,481 $5.84M 0.17% +4,703 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,540 shares; 2025Q1: 11,109 shares; 2025Q2: 11,136 shares; 2025Q3: 11,080 shares; 2025Q4: 9,126 shares; 2026Q1: 9,120 shares; 2026Q2: 10,713 shares; 2026Q3: 11,268 shares 11,268 $5.74M 0.16% +555 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,758 shares; 2025Q1: 3,691 shares; 2025Q2: 16,955 shares; 2025Q3: 18,616 shares; 2025Q4: 19,162 shares; 2026Q1: 18,266 shares; 2026Q2: 18,693 shares; 2026Q3: 18,679 shares 18,679 $5.69M 0.16% -14 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,623 shares; 2025Q1: 16,157 shares; 2025Q2: 16,332 shares; 2025Q3: 16,893 shares; 2025Q4: 16,659 shares; 2026Q1: 17,064 shares; 2026Q2: 18,210 shares; 2026Q3: 18,617 shares 18,617 $5.66M 0.16% +407 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,814 shares; 2025Q1: 17,715 shares; 2025Q2: 17,786 shares; 2025Q3: 17,980 shares; 2025Q4: 16,776 shares; 2026Q1: 17,202 shares; 2026Q2: 10,207 shares; 2026Q3: 10,229 shares 10,229 $5.64M 0.16% +22 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,630 shares; 2025Q1: 16,294 shares; 2025Q2: 48,370 shares; 2025Q3: 55,988 shares; 2025Q4: 67,474 shares; 2026Q1: 74,461 shares; 2026Q2: 78,369 shares; 2026Q3: 79,865 shares 79,865 $5.53M 0.16% +1,496 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,522 shares; 2025Q1: 173,519 shares; 2025Q2: 181,140 shares; 2025Q3: 184,792 shares; 2025Q4: 143,158 shares; 2026Q1: 149,662 shares; 2026Q2: 151,528 shares; 2026Q3: 156,639 shares 156,639 $5.52M 0.16% +5,111 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,396 shares; 2025Q1: 187,259 shares; 2025Q2: 177,754 shares; 2025Q3: 181,880 shares; 2025Q4: 145,965 shares; 2026Q1: 147,869 shares; 2026Q2: 144,823 shares; 2026Q3: 145,728 shares 145,728 $5.28M 0.15% +905 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,832 shares; 2025Q1: 111,829 shares; 2025Q2: 117,853 shares; 2025Q3: 119,829 shares; 2025Q4: 122,473 shares; 2026Q1: 118,356 shares; 2026Q2: 132,336 shares; 2026Q3: 128,870 shares 128,870 $5.23M 0.15% -3,466 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,247 shares; 2025Q2: 13,848 shares; 2025Q3: 18,134 shares; 2025Q4: 14,450 shares; 2026Q1: 11,233 shares; 2026Q2: 57,996 shares; 2026Q3: 57,500 shares 57,500 $5.18M 0.15% -496 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,949 shares; 2025Q1: 207,587 shares; 2025Q2: 193,290 shares; 2025Q3: 185,984 shares; 2025Q4: 144,861 shares; 2026Q1: 144,068 shares; 2026Q2: 139,831 shares; 2026Q3: 137,943 shares 137,943 $5.17M 0.15% -1,888 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,057 shares; 2025Q1: 3,093 shares; 2025Q2: 3,322 shares; 2025Q3: 4,104 shares; 2025Q4: 3,744 shares; 2026Q1: 3,109 shares; 2026Q2: 25,682 shares; 2026Q3: 26,377 shares 26,377 $5.14M 0.15% +695 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 36,196 shares; 2025Q2: 17,225 shares; 2025Q3: 12,399 shares; 2025Q4: 12,247 shares; 2026Q1: 12,309 shares; 2026Q2: 11,710 shares; 2026Q3: 18,228 shares 18,228 $5.11M 0.14% +6,518 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,796 shares; 2025Q1: 8,251 shares; 2025Q2: 18,238 shares; 2025Q3: 41,120 shares; 2025Q4: 101,623 shares; 2026Q1: 131,997 shares; 2026Q2: 113,748 shares; 2026Q3: 107,818 shares 107,818 $5.1M 0.14% -5,930 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,069 shares; 2025Q1: 69,204 shares; 2025Q2: 69,789 shares; 2025Q3: 70,400 shares; 2025Q4: 71,959 shares; 2026Q1: 72,947 shares; 2026Q2: 72,999 shares; 2026Q3: 73,817 shares 73,817 $5.04M 0.14% +818 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 47,086 shares; 2025Q2: 47,343 shares; 2025Q3: 47,312 shares; 2025Q4: 46,726 shares; 2026Q1: 45,522 shares; 2026Q2: 45,120 shares; 2026Q3: 43,332 shares 43,332 $5.02M 0.14% -1,788 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,486 shares; 2025Q1: 29,798 shares; 2025Q2: 34,995 shares; 2025Q3: 35,163 shares; 2025Q4: 35,021 shares; 2026Q1: 41,202 shares; 2026Q2: 50,643 shares; 2026Q3: 59,177 shares 59,177 $4.98M 0.14% +8,534 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,176 shares; 2025Q1: 105,435 shares; 2025Q2: 106,811 shares; 2025Q3: 107,643 shares; 2025Q4: 98,314 shares; 2026Q1: 101,738 shares; 2026Q2: 101,158 shares; 2026Q3: 91,189 shares 91,189 $4.96M 0.14% -9,969 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 77,271 shares; 2025Q2: 77,749 shares; 2025Q3: 78,238 shares; 2025Q4: 82,265 shares; 2026Q1: 88,069 shares; 2026Q2: 89,502 shares; 2026Q3: 85,944 shares 85,944 $4.95M 0.14% -3,558 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,427 shares; 2025Q1: 36,217 shares; 2025Q2: 33,353 shares; 2025Q3: 34,145 shares; 2025Q4: 32,317 shares; 2026Q1: 34,116 shares; 2026Q2: 37,064 shares; 2026Q3: 46,342 shares 46,342 $4.84M 0.14% +9,278 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 74,024 shares; 2025Q2: 79,463 shares; 2025Q3: 84,862 shares; 2025Q4: 143,626 shares; 2026Q1: 136,649 shares; 2026Q2: 132,712 shares; 2026Q3: 121,273 shares 121,273 $4.78M 0.14% -11,439 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,947 shares; 2025Q3: 8,327 shares; 2025Q4: 85,594 shares; 2026Q1: 91,267 shares; 2026Q2: 90,194 shares; 2026Q3: 93,167 shares 93,167 $4.7M 0.13% +2,973 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208,090 shares; 2025Q1: 48,700 shares; 2025Q2: 43,248 shares; 2025Q3: 43,628 shares; 2025Q4: 43,758 shares; 2026Q1: 47,667 shares; 2026Q2: 50,648 shares; 2026Q3: 49,947 shares 49,947 $4.7M 0.13% -701 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,599 shares; 2025Q1: 42,517 shares; 2025Q2: 40,433 shares; 2025Q3: 43,498 shares; 2025Q4: 42,882 shares; 2026Q1: 44,439 shares; 2026Q2: 44,300 shares; 2026Q3: 41,105 shares 41,105 $4.66M 0.13% -3,195 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,925 shares; 2025Q1: 3,903 shares; 2025Q2: 57,949 shares; 2025Q3: 57,701 shares; 2025Q4: 51,275 shares; 2026Q1: 50,982 shares; 2026Q2: 52,335 shares; 2026Q3: 53,414 shares 53,414 $4.56M 0.13% +1,079 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,877 shares; 2025Q1: 82,578 shares; 2025Q2: 81,833 shares; 2025Q3: 86,030 shares; 2025Q4: 88,012 shares; 2026Q1: 87,684 shares; 2026Q2: 87,178 shares; 2026Q3: 82,385 shares 82,385 $4.53M 0.13% -4,793 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,041 shares; 2025Q2: 23,419 shares; 2025Q3: 23,890 shares; 2025Q4: 24,155 shares; 2026Q1: 31,294 shares; 2026Q2: 29,035 shares; 2026Q3: 30,931 shares 30,931 $4.47M 0.13% +1,896 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174,244 shares; 2025Q1: 187,670 shares; 2025Q2: 188,531 shares; 2025Q3: 190,744 shares; 2025Q4: 202,781 shares; 2026Q1: 215,411 shares; 2026Q2: 214,097 shares; 2026Q3: 204,429 shares 204,429 $4.47M 0.13% -9,668 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20,270 shares; 2025Q2: 19,819 shares; 2025Q3: 19,481 shares; 2025Q4: 17,355 shares; 2026Q1: 19,394 shares; 2026Q2: 21,591 shares; 2026Q3: 19,437 shares 19,437 $4.46M 0.13% -2,154 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 53,791 shares; 2025Q2: 44,256 shares; 2025Q3: 45,848 shares; 2025Q4: 78,204 shares; 2026Q1: 82,183 shares; 2026Q2: 73,811 shares; 2026Q3: 72,529 shares 72,529 $4.46M 0.13% -1,282 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,366 shares; 2025Q2: 14,171 shares; 2025Q3: 13,829 shares; 2025Q4: 13,317 shares; 2026Q1: 13,557 shares; 2026Q2: 11,769 shares; 2026Q3: 12,144 shares 12,144 $4.46M 0.13% +375 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,992 shares; 2025Q1: 67,747 shares; 2025Q2: 89,112 shares; 2025Q3: 98,742 shares; 2025Q4: 104,686 shares; 2026Q1: 115,568 shares; 2026Q2: 143,526 shares; 2026Q3: 155,436 shares 155,436 $4.45M 0.13% +11,910 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,543 shares; 2025Q2: 20,260 shares; 2025Q3: 23,713 shares; 2025Q4: 22,509 shares; 2026Q1: 42,466 shares; 2026Q2: 47,005 shares; 2026Q3: 47,519 shares 47,519 $4.44M 0.13% +514 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,298 shares; 2025Q1: 1,189 shares; 2025Q2: 1,308 shares; 2025Q3: 1,553 shares; 2025Q4: 1,561 shares; 2026Q1: 2,273 shares; 2026Q2: 2,008 shares; 2026Q3: 2,395 shares 2,395 $4.34M 0.12% +387 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,508 shares; 2025Q1: 10,589 shares; 2025Q2: 10,884 shares; 2025Q3: 11,495 shares; 2025Q4: 7,342 shares; 2026Q1: 10,599 shares; 2026Q2: 10,376 shares; 2026Q3: 10,625 shares 10,625 $4.32M 0.12% +249 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,595 shares; 2025Q1: 70,939 shares; 2025Q2: 71,458 shares; 2025Q3: 72,550 shares; 2025Q4: 52,794 shares; 2026Q1: 63,032 shares; 2026Q2: 62,892 shares; 2026Q3: 64,073 shares 64,073 $4.31M 0.12% +1,181 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 32,356 shares; 2025Q2: 31,000 shares; 2025Q3: 31,239 shares; 2025Q4: 16,994 shares; 2026Q1: 16,157 shares; 2026Q2: 16,355 shares; 2026Q3: 15,825 shares 15,825 $4.31M 0.12% -530 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,048 shares; 2025Q1: 8,664 shares; 2025Q2: 9,367 shares; 2025Q3: 9,697 shares; 2025Q4: 7,788 shares; 2026Q1: 8,316 shares; 2026Q2: 7,787 shares; 2026Q3: 8,342 shares 8,342 $4.27M 0.12% +555 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 22,044 shares; 2025Q2: 19,061 shares; 2025Q3: 25,863 shares; 2025Q4: 25,807 shares; 2026Q1: 26,366 shares; 2026Q2: 23,302 shares; 2026Q3: 25,267 shares 25,267 $4.26M 0.12% +1,965 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,678 shares; 2025Q1: 9,235 shares; 2025Q2: 9,075 shares; 2025Q3: 11,297 shares; 2025Q4: 10,816 shares; 2026Q1: 10,934 shares; 2026Q2: 10,138 shares; 2026Q3: 9,772 shares 9,772 $4.2M 0.12% -366 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194,171 shares; 2025Q1: 210,620 shares; 2025Q2: 184,004 shares; 2025Q3: 182,245 shares; 2025Q4: 109,534 shares; 2026Q1: 111,267 shares; 2026Q2: 108,262 shares; 2026Q3: 93,568 shares 93,568 $4.16M 0.12% -14,694 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,147 shares; 2025Q1: 14,308 shares; 2025Q2: 14,766 shares; 2025Q3: 15,386 shares; 2025Q4: 16,638 shares; 2026Q1: 13,538 shares; 2026Q2: 12,670 shares; 2026Q3: 12,510 shares 12,510 $4.11M 0.12% -160 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,803 shares; 2025Q1: 26,814 shares; 2025Q2: 27,848 shares; 2025Q3: 33,486 shares; 2025Q4: 35,852 shares; 2026Q1: 37,516 shares; 2026Q2: 51,634 shares; 2026Q3: 39,110 shares 39,110 $4.06M 0.12% -12,524 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; 2024Q4: 25,789 shares; 2025Q1: 27,076 shares; 2025Q2: 28,306 shares; 2025Q3: 28,799 shares; 2025Q4: 28,830 shares; 2026Q1: 28,870 shares; 2026Q2: 29,817 shares; 2026Q3: 29,673 shares 29,673 $4.05M 0.12% -144 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,540 shares; 2026Q3: 47,782 shares 47,782 $4.05M 0.12% +45,242 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 301,980 shares; 2025Q2: 253,610 shares; 2025Q3: 247,764 shares; 2025Q4: 227,350 shares; 2026Q1: 220,544 shares; 2026Q2: 235,386 shares; 2026Q3: 169,657 shares 169,657 $4.05M 0.11% -65,729 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,331 shares; 2025Q2: 5,758 shares; 2025Q3: 6,022 shares; 2025Q4: 6,344 shares; 2026Q1: 7,741 shares; 2026Q2: 5,931 shares; 2026Q3: 6,276 shares 6,276 $4.03M 0.11% +345 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; 2024Q4: 4,193 shares; 2025Q1: 4,494 shares; 2025Q2: 4,947 shares; 2025Q3: 4,819 shares; 2025Q4: 4,672 shares; 2026Q1: 17,038 shares; 2026Q2: 17,460 shares; 2026Q3: 17,983 shares 17,983 $4M 0.11% +523 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,608 shares; 2025Q1: 126,328 shares; 2025Q2: 141,617 shares; 2025Q3: 143,182 shares; 2025Q4: 67,229 shares; 2026Q1: 108,545 shares; 2026Q2: 129,636 shares; 2026Q3: 151,380 shares 151,380 $3.97M 0.11% +21,744 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,186 shares; 2025Q1: 4,769 shares; 2025Q2: 4,742 shares; 2025Q3: 4,388 shares; 2025Q4: 4,227 shares; 2026Q1: 4,668 shares; 2026Q2: 4,072 shares; 2026Q3: 14,982 shares 14,982 $3.97M 0.11% +10,910 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,076 shares; 2025Q1: 48,159 shares; 2025Q2: 49,637 shares; 2025Q3: 51,823 shares; 2025Q4: 52,086 shares; 2026Q1: 54,254 shares; 2026Q2: 55,268 shares; 2026Q3: 58,204 shares 58,204 $3.92M 0.11% +2,936 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,401 shares; 2025Q1: 53,990 shares; 2025Q2: 52,620 shares; 2025Q3: 50,926 shares; 2025Q4: 49,620 shares; 2026Q1: 81,280 shares; 2026Q2: 80,337 shares; 2026Q3: 76,304 shares 76,304 $3.91M 0.11% -4,033 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,949 shares; 2025Q1: 3,122 shares; 2025Q2: 2,902 shares; 2025Q3: 3,065 shares; 2025Q4: 17,743 shares; 2026Q1: 18,566 shares; 2026Q2: 19,630 shares; 2026Q3: 20,201 shares 20,201 $3.9M 0.11% +571 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,190 shares; 2025Q1: 35,120 shares; 2025Q2: 37,412 shares; 2025Q3: 38,040 shares; 2025Q4: 40,277 shares; 2026Q1: 41,358 shares; 2026Q2: 42,452 shares; 2026Q3: 43,098 shares 43,098 $3.9M 0.11% +646 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 66,161 shares; 2025Q2: 70,283 shares; 2025Q3: 72,112 shares; 2025Q4: 65,253 shares; 2026Q1: 67,550 shares; 2026Q2: 71,528 shares; 2026Q3: 78,956 shares 78,956 $3.89M 0.11% +7,428 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,288 shares; 2026Q1: 54,100 shares; 2026Q2: 58,619 shares; 2026Q3: 60,760 shares 60,760 $3.87M 0.11% +2,141 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,026 shares; 2025Q1: 28,277 shares; 2025Q2: 28,000 shares; 2025Q3: 31,564 shares; 2025Q4: 23,362 shares; 2026Q1: 24,621 shares; 2026Q2: 25,299 shares; 2026Q3: 26,363 shares 26,363 $3.83M 0.11% +1,064 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,736 shares; 2025Q1: 30,507 shares; 2025Q2: 46,979 shares; 2025Q3: 48,756 shares; 2025Q4: 43,002 shares; 2026Q1: 40,581 shares; 2026Q2: 41,480 shares; 2026Q3: 36,958 shares 36,958 $3.83M 0.11% -4,522 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 203,248 shares; 2025Q2: 317,566 shares; 2025Q3: 318,622 shares; 2025Q4: 110,605 shares; 2026Q1: 117,962 shares; 2026Q2: 130,771 shares; 2026Q3: 132,100 shares 132,100 $3.81M 0.11% +1,329 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241,883 shares; 2025Q1: 258,493 shares; 2025Q2: 261,811 shares; 2025Q3: 263,001 shares; 2025Q4: 62,469 shares; 2026Q1: 62,527 shares; 2026Q2: 56,860 shares; 2026Q3: 54,518 shares 54,518 $3.8M 0.11% -2,342 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,132 shares; 2025Q1: 43,103 shares; 2025Q2: 45,373 shares; 2025Q3: 57,097 shares; 2025Q4: 62,417 shares; 2026Q1: 69,206 shares; 2026Q2: 79,930 shares; 2026Q3: 84,339 shares 84,339 $3.79M 0.11% +4,409 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,857 shares; 2025Q1: 21,841 shares; 2025Q2: 8,136 shares; 2025Q3: 7,724 shares; 2025Q4: 6,964 shares; 2026Q1: 11,286 shares; 2026Q2: 19,455 shares; 2026Q3: 20,570 shares 20,570 $3.77M 0.11% +1,115 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,956 shares; 2025Q1: 10,622 shares; 2025Q2: 10,198 shares; 2025Q3: 10,342 shares; 2025Q4: 9,795 shares; 2026Q1: 10,039 shares; 2026Q2: 9,308 shares; 2026Q3: 9,528 shares 9,528 $3.77M 0.11% +220 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,407 shares; 2025Q1: 24,752 shares; 2025Q2: 29,626 shares; 2025Q3: 33,033 shares; 2025Q4: 35,890 shares; 2026Q1: 39,038 shares; 2026Q2: 45,758 shares; 2026Q3: 48,525 shares 48,525 $3.72M 0.11% +2,767 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,562 shares; 2025Q1: 10,951 shares; 2025Q2: 12,837 shares; 2025Q3: 13,285 shares; 2025Q4: 12,853 shares; 2026Q1: 19,651 shares; 2026Q2: 25,482 shares; 2026Q3: 22,304 shares 22,304 $3.71M 0.11% -3,178 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,469 shares; 2025Q1: 185,859 shares; 2025Q2: 149,492 shares; 2025Q3: 144,740 shares; 2025Q4: 88,819 shares; 2026Q1: 86,734 shares; 2026Q2: 84,126 shares; 2026Q3: 74,915 shares 74,915 $3.66M 0.1% -9,211 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,100 shares; 2025Q1: 25,714 shares; 2025Q2: 27,031 shares; 2025Q3: 27,316 shares; 2025Q4: 28,338 shares; 2026Q1: 28,909 shares; 2026Q2: 30,908 shares; 2026Q3: 30,970 shares 30,970 $3.65M 0.1% +62 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,432 shares; 2026Q3: 38,439 shares 38,439 $3.62M 0.1% +3,007 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; 2024Q4: 14,895 shares; 2025Q1: 16,054 shares; 2025Q2: 26,969 shares; 2025Q3: 23,450 shares; 2025Q4: 23,012 shares; 2026Q1: 21,707 shares; 2026Q2: 23,087 shares; 2026Q3: 30,407 shares 30,407 $3.6M 0.1% +7,320 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,563 shares; 2025Q1: 39,834 shares; 2025Q2: 39,020 shares; 2025Q3: 38,998 shares; 2025Q4: 34,730 shares; 2026Q1: 34,668 shares; 2026Q2: 34,870 shares; 2026Q3: 34,040 shares 34,040 $3.57M 0.1% -830 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 117,125 shares; 2025Q2: 127,535 shares; 2025Q3: 53,722 shares; 2025Q4: 30,651 shares; 2026Q1: 35,353 shares; 2026Q2: 16,837 shares; 2026Q3: 16,471 shares 16,471 $3.56M 0.1% -366 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,443 shares; 2025Q1: 63,019 shares; 2025Q2: 67,758 shares; 2025Q3: 69,395 shares; 2025Q4: 70,235 shares; 2026Q1: 70,308 shares; 2026Q2: 65,211 shares; 2026Q3: 63,638 shares 63,638 $3.47M 0.1% -1,573 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,184 shares; 2025Q2: 18,849 shares; 2025Q3: 19,038 shares; 2025Q4: 18,504 shares; 2026Q1: 18,388 shares; 2026Q2: 17,157 shares; 2026Q3: 17,009 shares 17,009 $3.47M 0.1% -148 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,978 shares; 2025Q1: 21,224 shares; 2025Q2: 23,124 shares; 2025Q3: 23,278 shares; 2025Q4: 19,549 shares; 2026Q1: 21,263 shares; 2026Q2: 19,390 shares; 2026Q3: 17,923 shares 17,923 $3.42M 0.1% -1,467 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,748 shares; 2025Q1: 34,893 shares; 2025Q2: 36,033 shares; 2025Q3: 38,956 shares; 2025Q4: 39,005 shares; 2026Q1: 39,795 shares; 2026Q2: 38,998 shares; 2026Q3: 41,987 shares 41,987 $3.41M 0.1% +2,989 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 80,121 shares; 2025Q2: 78,103 shares; 2025Q3: 80,719 shares; 2025Q4: 57,270 shares; 2026Q1: 55,021 shares; 2026Q2: 54,918 shares; 2026Q3: 55,125 shares 55,125 $3.39M 0.1% +207 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,242 shares; 2025Q1: 41,888 shares; 2025Q2: 51,155 shares; 2025Q3: 86,933 shares; 2025Q4: 92,331 shares; 2026Q1: 109,059 shares; 2026Q2: 138,408 shares; 2026Q3: 172,482 shares 172,482 $3.38M 0.1% +34,074 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173,796 shares; 2025Q1: 168,051 shares; 2025Q2: 152,898 shares; 2025Q3: 155,774 shares; 2025Q4: 118,192 shares; 2026Q1: 124,737 shares; 2026Q2: 119,792 shares; 2026Q3: 137,543 shares 137,543 $3.36M 0.1% +17,751 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,804 shares; 2025Q1: 114,729 shares; 2025Q2: 124,745 shares; 2025Q3: 140,690 shares; 2025Q4: 59,539 shares; 2026Q1: 64,451 shares; 2026Q2: 65,532 shares; 2026Q3: 67,358 shares 67,358 $3.31M 0.09% +1,826 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,590 shares; 2025Q1: 172,441 shares; 2025Q2: 195,948 shares; 2025Q3: 198,156 shares; 2025Q4: 135,199 shares; 2026Q1: 137,878 shares; 2026Q2: 138,294 shares; 2026Q3: 132,420 shares 132,420 $3.31M 0.09% -5,874 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,616 shares; 2025Q2: 13,478 shares; 2025Q3: 26,562 shares; 2025Q4: 27,329 shares; 2026Q1: 27,722 shares; 2026Q2: 18,895 shares; 2026Q3: 19,565 shares 19,565 $3.27M 0.09% +670 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,342 shares; 2025Q1: 25,864 shares; 2025Q2: 32,264 shares; 2025Q3: 63,889 shares; 2025Q4: 91,839 shares; 2026Q1: 124,598 shares; 2026Q2: 157,777 shares; 2026Q3: 199,773 shares 199,773 $3.22M 0.09% +41,996 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,837 shares; 2025Q1: 110,506 shares; 2025Q2: 90,734 shares; 2025Q3: 91,253 shares; 2025Q4: 65,938 shares; 2026Q1: 64,157 shares; 2026Q2: 67,536 shares; 2026Q3: 69,327 shares 69,327 $3.22M 0.09% +1,791 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 31,191 shares; 2025Q2: 33,588 shares; 2025Q3: 33,126 shares; 2025Q4: 44,128 shares; 2026Q1: 47,929 shares; 2026Q2: 49,183 shares; 2026Q3: 51,027 shares 51,027 $3.22M 0.09% +1,844 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,234 shares; 2026Q1: 79,468 shares; 2026Q2: 124,433 shares; 2026Q3: 160,186 shares 160,186 $3.19M 0.09% +35,753 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 116,456 shares; 2025Q2: 116,258 shares; 2025Q3: 116,608 shares; 2025Q4: 96,711 shares; 2026Q1: 92,535 shares; 2026Q2: 93,605 shares; 2026Q3: 92,826 shares 92,826 $3.19M 0.09% -779 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; 2024Q4: 5,829 shares; 2025Q1: 6,022 shares; 2025Q2: 5,856 shares; 2025Q3: 5,543 shares; 2025Q4: 3,449 shares; 2026Q1: 3,314 shares; 2026Q2: 51,485 shares; 2026Q3: 52,328 shares 52,328 $3.17M 0.09% +843 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,101 shares; 2025Q1: 34,578 shares; 2025Q2: 35,320 shares; 2025Q3: 37,641 shares; 2025Q4: 38,183 shares; 2026Q1: 42,267 shares; 2026Q2: 40,373 shares; 2026Q3: 33,312 shares 33,312 $3.15M 0.09% -7,061 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,675 shares; 2025Q2: 3,420 shares; 2025Q3: 3,604 shares; 2025Q4: 19,476 shares; 2026Q1: 20,740 shares; 2026Q2: 22,047 shares; 2026Q3: 22,635 shares 22,635 $3.13M 0.09% +588 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196,800 shares; 2025Q1: 208,201 shares; 2025Q2: 214,229 shares; 2025Q3: 219,138 shares; 2025Q4: 74,573 shares; 2026Q1: 86,367 shares; 2026Q2: 93,368 shares; 2026Q3: 106,092 shares 106,092 $3.13M 0.09% +12,724 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,308 shares; 2025Q2: 2,243 shares; 2025Q3: 2,585 shares; 2025Q4: 2,291 shares; 2026Q1: 2,419 shares; 2026Q2: 26,507 shares; 2026Q3: 24,780 shares 24,780 $3.11M 0.09% -1,727 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 183,132 shares; 2025Q2: 174,175 shares; 2025Q3: 114,564 shares; 2025Q4: 115,687 shares; 2026Q1: 121,143 shares; 2026Q2: 128,838 shares; 2026Q3: 130,569 shares 130,569 $3.09M 0.09% +1,731 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,051 shares; 2025Q1: 40,296 shares; 2025Q2: 39,802 shares; 2025Q3: 39,535 shares; 2025Q4: 39,986 shares; 2026Q1: 40,918 shares; 2026Q2: 46,319 shares; 2026Q3: 46,592 shares 46,592 $3.07M 0.09% +273 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,390 shares; 2026Q2: 63,168 shares; 2026Q3: 64,965 shares 64,965 $3.06M 0.09% +1,797 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 106,634 shares; 2025Q2: 107,360 shares; 2025Q3: 73,501 shares; 2025Q4: 91,354 shares; 2026Q1: 95,380 shares; 2026Q2: 101,681 shares; 2026Q3: 105,608 shares 105,608 $3.03M 0.09% +3,927 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,989 shares; 2026Q1: 38,306 shares; 2026Q2: 40,973 shares; 2026Q3: 42,792 shares 42,792 $2.99M 0.08% +1,819 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; 2024Q4: 38,780 shares; 2025Q1: 37,273 shares; 2025Q2: 39,266 shares; 2025Q3: 41,783 shares; 2025Q4: 40,552 shares; 2026Q1: 41,799 shares; 2026Q2: 44,694 shares; 2026Q3: 44,918 shares 44,918 $2.93M 0.08% +224 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,349 shares; 2025Q1: 9,162 shares; 2025Q2: 9,535 shares; 2025Q3: 9,906 shares; 2025Q4: 7,936 shares; 2026Q1: 8,535 shares; 2026Q2: 9,477 shares; 2026Q3: 10,223 shares 10,223 $2.89M 0.08% +746 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 16,894 shares; 2025Q2: 17,164 shares; 2025Q3: 17,256 shares; 2025Q4: 15,456 shares; 2026Q1: 21,638 shares; 2026Q2: 21,170 shares; 2026Q3: 21,717 shares 21,717 $2.87M 0.08% +547 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,533 shares; 2025Q1: 118,687 shares; 2025Q2: 118,315 shares; 2025Q3: 21,970 shares; 2025Q4: 27,298 shares; 2026Q1: 21,689 shares; 2026Q2: 21,491 shares; 2026Q3: 21,031 shares 21,031 $2.86M 0.08% -460 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,582 shares; 2025Q1: 27,605 shares; 2025Q2: 29,353 shares; 2025Q3: 31,365 shares; 2025Q4: 37,306 shares; 2026Q1: 46,487 shares; 2026Q2: 49,994 shares; 2026Q3: 54,258 shares 54,258 $2.86M 0.08% +4,264 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,983 shares; 2025Q1: 77,437 shares; 2025Q2: 102,447 shares; 2025Q3: 114,048 shares; 2025Q4: 130,234 shares; 2026Q1: 144,356 shares; 2026Q2: 179,870 shares; 2026Q3: 196,149 shares 196,149 $2.84M 0.08% +16,279 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,737 shares; 2025Q1: 19,566 shares; 2025Q2: 28,435 shares; 2025Q3: 47,347 shares; 2025Q4: 60,820 shares; 2026Q1: 81,854 shares; 2026Q2: 115,075 shares; 2026Q3: 140,447 shares 140,447 $2.83M 0.08% +25,372 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,388 shares; 2025Q2: 6,653 shares; 2025Q3: 6,801 shares; 2025Q4: 7,088 shares; 2026Q1: 7,605 shares; 2026Q2: 9,283 shares; 2026Q3: 10,214 shares 10,214 $2.81M 0.08% +931 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,824 shares; 2025Q1: 62,238 shares; 2025Q2: 62,541 shares; 2025Q3: 60,129 shares; 2025Q4: 51,652 shares; 2026Q1: 53,697 shares; 2026Q2: 51,056 shares; 2026Q3: 55,392 shares 55,392 $2.8M 0.08% +4,336 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,250 shares; 2025Q1: 16,747 shares; 2025Q2: 16,823 shares; 2025Q3: 16,930 shares; 2025Q4: 14,947 shares; 2026Q1: 15,589 shares; 2026Q2: 13,672 shares; 2026Q3: 12,115 shares 12,115 $2.8M 0.08% -1,557 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,147 shares; 2025Q1: 33,410 shares; 2025Q2: 36,287 shares; 2025Q3: 34,527 shares; 2025Q4: 34,096 shares; 2026Q1: 35,141 shares; 2026Q2: 44,463 shares; 2026Q3: 36,853 shares 36,853 $2.79M 0.08% -7,610 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34,031 shares; 2025Q2: 30,295 shares; 2025Q3: 33,624 shares; 2025Q4: 31,370 shares; 2026Q1: 32,258 shares; 2026Q2: 31,087 shares; 2026Q3: 31,082 shares 31,082 $2.79M 0.08% -5 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,142 shares; 2025Q1: 15,037 shares; 2025Q2: 15,425 shares; 2025Q3: 17,251 shares; 2025Q4: 19,974 shares; 2026Q1: 21,297 shares; 2026Q2: 26,985 shares; 2026Q3: 26,965 shares 26,965 $2.78M 0.08% -20 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162,157 shares; 2025Q1: 172,153 shares; 2025Q2: 173,122 shares; 2025Q3: 174,846 shares; 2025Q4: 41,350 shares; 2026Q1: 39,437 shares; 2026Q2: 35,099 shares; 2026Q3: 33,300 shares 33,300 $2.78M 0.08% -1,799 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,536 shares; 2025Q1: 16,516 shares; 2025Q2: 20,377 shares; 2025Q3: 19,866 shares; 2025Q4: 16,555 shares; 2026Q1: 16,614 shares; 2026Q2: 17,912 shares; 2026Q3: 19,470 shares 19,470 $2.78M 0.08% +1,558 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,443 shares; 2025Q2: 22,510 shares; 2025Q3: 26,959 shares; 2025Q4: 43,774 shares; 2026Q1: 43,826 shares; 2026Q2: 32,297 shares; 2026Q3: 25,467 shares 25,467 $2.77M 0.08% -6,830 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,394 shares; 2025Q1: 133,103 shares; 2025Q2: 32,772 shares; 2025Q3: 13,539 shares; 2025Q4: 11,802 shares; 2026Q1: 11,469 shares; 2026Q2: 11,392 shares; 2026Q3: 11,110 shares 11,110 $2.75M 0.08% -282 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,394 shares; 2025Q1: 79,678 shares; 2025Q2: 72,485 shares; 2025Q3: 71,932 shares; 2025Q4: 59,969 shares; 2026Q1: 62,601 shares; 2026Q2: 62,734 shares; 2026Q3: 60,657 shares 60,657 $2.74M 0.08% -2,077 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,954 shares; 2025Q1: 5,796 shares; 2025Q2: 4,704 shares; 2025Q3: 3,738 shares; 2025Q4: 2,709 shares; 2026Q1: 4,204 shares; 2026Q2: 19,675 shares; 2026Q3: 27,127 shares 27,127 $2.73M 0.08% +7,452 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,600 shares; 2026Q1: 55,637 shares; 2026Q2: 60,601 shares; 2026Q3: 64,017 shares 64,017 $2.73M 0.08% +3,416 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 54,490 shares; 2025Q2: 56,146 shares; 2025Q3: 57,140 shares; 2025Q4: 48,934 shares; 2026Q1: 49,601 shares; 2026Q2: 52,025 shares; 2026Q3: 57,321 shares 57,321 $2.71M 0.08% +5,296 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 120,895 shares; 2025Q2: 117,036 shares; 2025Q3: 120,048 shares; 2025Q4: 91,493 shares; 2026Q1: 85,739 shares; 2026Q2: 88,765 shares; 2026Q3: 59,089 shares 59,089 $2.71M 0.08% -29,676 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 161,217 shares; 2025Q2: 107,764 shares; 2025Q3: 110,208 shares; 2025Q4: 104,909 shares; 2026Q1: 80,291 shares; 2026Q2: 89,148 shares; 2026Q3: 80,933 shares 80,933 $2.7M 0.08% -8,215 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,742 shares; 2025Q3: 26,138 shares; 2025Q4: 27,074 shares; 2026Q1: 27,600 shares; 2026Q2: 28,581 shares; 2026Q3: 29,368 shares 29,368 $2.69M 0.08% +787 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,859 shares; 2025Q1: 28,256 shares; 2025Q2: 27,923 shares; 2025Q3: 29,831 shares; 2025Q4: 25,591 shares; 2026Q1: 26,619 shares; 2026Q2: 28,983 shares; 2026Q3: 30,748 shares 30,748 $2.66M 0.08% +1,765 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,317 shares; 2025Q2: 4,469 shares; 2025Q3: 4,492 shares; 2025Q4: 3,951 shares; 2026Q1: 3,981 shares; 2026Q2: 4,060 shares; 2026Q3: 4,364 shares 4,364 $2.66M 0.08% +304 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,204 shares; 2025Q1: 29,925 shares; 2025Q2: 30,597 shares; 2025Q3: 28,543 shares; 2025Q4: 25,124 shares; 2026Q1: 27,050 shares; 2026Q2: 27,976 shares; 2026Q3: 26,268 shares 26,268 $2.66M 0.08% -1,708 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,115 shares; 2025Q1: 13,229 shares; 2025Q2: 15,598 shares; 2025Q3: 16,434 shares; 2025Q4: 15,267 shares; 2026Q1: 17,308 shares; 2026Q2: 14,713 shares; 2026Q3: 31,310 shares 31,310 $2.64M 0.07% +16,597 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,891 shares; 2025Q1: 29,764 shares; 2025Q2: 24,352 shares; 2025Q3: 24,388 shares; 2025Q4: 23,388 shares; 2026Q1: 17,910 shares; 2026Q2: 27,591 shares; 2026Q3: 30,418 shares 30,418 $2.62M 0.07% +2,827 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; 2024Q4: 5,303 shares; 2025Q1: 5,273 shares; 2025Q2: 7,063 shares; 2025Q3: 15,475 shares; 2025Q4: 26,002 shares; 2026Q1: 36,839 shares; 2026Q2: 53,018 shares; 2026Q3: 52,608 shares 52,608 $2.62M 0.07% -410 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 42,108 shares; 2025Q2: 40,704 shares; 2025Q3: 44,245 shares; 2025Q4: 42,822 shares; 2026Q1: 44,168 shares; 2026Q2: 45,416 shares; 2026Q3: 46,672 shares 46,672 $2.58M 0.07% +1,256 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,388 shares; 2025Q1: 76,640 shares; 2025Q2: 73,720 shares; 2025Q3: 78,593 shares; 2025Q4: 67,071 shares; 2026Q1: 69,795 shares; 2026Q2: 74,970 shares; 2026Q3: 79,158 shares 79,158 $2.56M 0.07% +4,188 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; 2024Q4: 12,255 shares; 2025Q1: 12,099 shares; 2025Q2: 10,592 shares; 2025Q3: 9,621 shares; 2025Q4: 8,261 shares; 2026Q1: 7,883 shares; 2026Q2: 56,471 shares; 2026Q3: 55,474 shares 55,474 $2.55M 0.07% -997 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 105,928 shares; 2025Q2: 109,272 shares; 2025Q3: 121,734 shares; 2025Q4: 115,086 shares; 2026Q1: 117,652 shares; 2026Q2: 116,190 shares; 2026Q3: 116,470 shares 116,470 $2.55M 0.07% +280 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,275 shares; 2025Q1: 119,896 shares; 2025Q2: 117,127 shares; 2025Q3: 115,586 shares; 2025Q4: 121,064 shares; 2026Q1: 122,455 shares; 2026Q2: 120,865 shares; 2026Q3: 118,144 shares 118,144 $2.5M 0.07% -2,721 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 31,375 shares; 2025Q2: 26,685 shares; 2025Q3: 29,937 shares; 2025Q4: 29,174 shares; 2026Q1: 29,232 shares; 2026Q2: 29,305 shares; 2026Q3: 30,770 shares 30,770 $2.46M 0.07% +1,465 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,839 shares; 2025Q1: 42,108 shares; 2025Q2: 39,858 shares; 2025Q3: 44,988 shares; 2025Q4: 47,568 shares; 2026Q1: 47,172 shares; 2026Q2: 46,746 shares; 2026Q3: 47,492 shares 47,492 $2.46M 0.07% +746 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 124,218 shares; 2025Q2: 99,044 shares; 2025Q3: 79,742 shares; 2025Q4: 60,425 shares; 2026Q1: 53,313 shares; 2026Q2: 48,943 shares; 2026Q3: 47,959 shares 47,959 $2.43M 0.07% -984 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; 2024Q4: not reported; 2025Q1: 24,763 shares; 2025Q2: 24,518 shares; 2025Q3: 26,644 shares; 2025Q4: 21,306 shares; 2026Q1: 22,436 shares; 2026Q2: 23,952 shares; 2026Q3: 25,228 shares 25,228 $2.38M 0.07% +1,276 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,326 shares; 2025Q1: 7,852 shares; 2025Q2: 7,490 shares; 2025Q3: 6,948 shares; 2025Q4: 6,204 shares; 2026Q1: 6,469 shares; 2026Q2: 6,612 shares; 2026Q3: 6,217 shares 6,217 $2.38M 0.07% -395 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,854 shares; 2025Q1: 7,120 shares; 2025Q2: 6,990 shares; 2025Q3: 7,126 shares; 2025Q4: 6,848 shares; 2026Q1: 6,824 shares; 2026Q2: 7,871 shares; 2026Q3: 8,521 shares 8,521 $2.37M 0.07% +650 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,168 shares; 2025Q1: 13,238 shares; 2025Q2: 32,169 shares; 2025Q3: 23,877 shares; 2025Q4: 23,305 shares; 2026Q1: 22,679 shares; 2026Q2: 22,283 shares; 2026Q3: 30,482 shares 30,482 $2.37M 0.07% +8,199 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,574 shares; 2025Q1: 16,131 shares; 2025Q2: 16,473 shares; 2025Q3: 15,172 shares; 2025Q4: 15,325 shares; 2026Q1: 17,625 shares; 2026Q2: 17,689 shares; 2026Q3: 17,197 shares 17,197 $2.36M 0.07% -492 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; 2024Q4: not reported; 2025Q1: 13,037 shares; 2025Q2: 18,983 shares; 2025Q3: 24,411 shares; 2025Q4: 22,045 shares; 2026Q1: 22,366 shares; 2026Q2: 25,348 shares; 2026Q3: 24,140 shares 24,140 $2.36M 0.07% -1,208 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,332 shares; 2025Q2: 13,872 shares; 2025Q3: 13,935 shares; 2025Q4: 13,866 shares; 2026Q1: 13,892 shares; 2026Q2: 13,867 shares; 2026Q3: 13,930 shares 13,930 $2.36M 0.07% +63 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,219 shares; 2025Q1: 9,594 shares; 2025Q2: 9,251 shares; 2025Q3: 9,794 shares; 2025Q4: 10,228 shares; 2026Q1: 12,595 shares; 2026Q2: 12,571 shares; 2026Q3: 8,500 shares 8,500 $2.34M 0.07% -4,071 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,206 shares; 2025Q1: 37,013 shares; 2025Q2: 36,795 shares; 2025Q3: 36,257 shares; 2025Q4: 36,163 shares; 2026Q1: 36,004 shares; 2026Q2: 36,441 shares; 2026Q3: 27,082 shares 27,082 $2.32M 0.07% -9,359 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,315 shares; 2025Q1: 139,692 shares; 2025Q2: 150,959 shares; 2025Q3: 155,608 shares; 2025Q4: 153,652 shares; 2026Q1: 19,971 shares; 2026Q2: 18,507 shares; 2026Q3: 19,478 shares 19,478 $2.32M 0.07% +971 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,571 shares; 2025Q1: 7,217 shares; 2025Q2: 8,034 shares; 2025Q3: 6,055 shares; 2025Q4: 6,170 shares; 2026Q1: 7,452 shares; 2026Q2: 6,157 shares; 2026Q3: 5,954 shares 5,954 $2.31M 0.07% -203 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,579 shares; 2025Q1: 34,482 shares; 2025Q2: 41,342 shares; 2025Q3: 60,256 shares; 2025Q4: 56,729 shares; 2026Q1: 56,676 shares; 2026Q2: 57,101 shares; 2026Q3: 55,467 shares 55,467 $2.31M 0.07% -1,634 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,586 shares; 2025Q1: 11,240 shares; 2025Q2: 19,522 shares; 2025Q3: 20,782 shares; 2025Q4: 23,226 shares; 2026Q1: 36,270 shares; 2026Q2: 21,986 shares; 2026Q3: 23,742 shares 23,742 $2.31M 0.07% +1,756 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,436 shares; 2025Q3: 46,814 shares; 2025Q4: 52,329 shares; 2026Q1: 52,767 shares; 2026Q2: 53,055 shares; 2026Q3: 58,523 shares 58,523 $2.31M 0.07% +5,468 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,381 shares; 2025Q1: 17,609 shares; 2025Q2: 16,238 shares; 2025Q3: 15,802 shares; 2025Q4: 10,377 shares; 2026Q1: 11,133 shares; 2026Q2: 11,223 shares; 2026Q3: 12,447 shares 12,447 $2.29M 0.07% +1,224 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; 2024Q4: 11,947 shares; 2025Q1: 20,198 shares; 2025Q2: 28,242 shares; 2025Q3: 36,299 shares; 2025Q4: 40,706 shares; 2026Q1: 43,422 shares; 2026Q2: 47,177 shares; 2026Q3: 50,577 shares 50,577 $2.27M 0.06% +3,400 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,056 shares; 2025Q2: 11,909 shares; 2025Q3: 11,791 shares; 2025Q4: 12,502 shares; 2026Q1: 14,671 shares; 2026Q2: 17,175 shares; 2026Q3: 20,240 shares 20,240 $2.27M 0.06% +3,065 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,944 shares; 2025Q1: 27,076 shares; 2025Q2: 27,017 shares; 2025Q3: 26,950 shares; 2025Q4: 26,479 shares; 2026Q1: 26,753 shares; 2026Q2: 31,396 shares; 2026Q3: 35,031 shares 35,031 $2.25M 0.06% +3,635 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; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $2.24M 0.06% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 43,842 shares; 2025Q2: 46,478 shares; 2025Q3: 47,796 shares; 2025Q4: 47,087 shares; 2026Q1: 47,206 shares; 2026Q2: 48,056 shares; 2026Q3: 47,951 shares 47,951 $2.24M 0.06% -105 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,654 shares; 2025Q1: 50,061 shares; 2025Q2: 52,004 shares; 2025Q3: 52,468 shares; 2025Q4: 54,192 shares; 2026Q1: 54,482 shares; 2026Q2: 55,800 shares; 2026Q3: 56,446 shares 56,446 $2.23M 0.06% +646 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,477 shares; 2025Q1: 37,500 shares; 2025Q2: 32,194 shares; 2025Q3: 37,496 shares; 2025Q4: 26,355 shares; 2026Q1: 32,210 shares; 2026Q2: 43,637 shares; 2026Q3: 49,913 shares 49,913 $2.22M 0.06% +6,276 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,821 shares; 2025Q1: 6,072 shares; 2025Q2: 5,906 shares; 2025Q3: 5,965 shares; 2025Q4: 5,890 shares; 2026Q1: 5,842 shares; 2026Q2: 5,129 shares; 2026Q3: 5,603 shares 5,603 $2.22M 0.06% +474 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,852 shares; 2025Q1: 36,031 shares; 2025Q2: 36,702 shares; 2025Q3: 38,474 shares; 2025Q4: 41,811 shares; 2026Q1: 44,411 shares; 2026Q2: 45,848 shares; 2026Q3: 44,002 shares 44,002 $2.22M 0.06% -1,846 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,990 shares; 2026Q2: 61,115 shares; 2026Q3: 63,148 shares 63,148 $2.21M 0.06% +2,033 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,158 shares; 2025Q1: 12,159 shares; 2025Q2: 11,913 shares; 2025Q3: 11,810 shares; 2025Q4: 10,919 shares; 2026Q1: 11,211 shares; 2026Q2: 11,026 shares; 2026Q3: 8,625 shares 8,625 $2.2M 0.06% -2,401 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,819 shares; 2025Q1: 76,647 shares; 2025Q2: 76,637 shares; 2025Q3: 74,876 shares; 2025Q4: 58,667 shares; 2026Q1: 55,682 shares; 2026Q2: 56,344 shares; 2026Q3: 55,680 shares 55,680 $2.2M 0.06% -664 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,813 shares; 2025Q1: 46,599 shares; 2025Q2: 43,215 shares; 2025Q3: 41,511 shares; 2025Q4: 43,271 shares; 2026Q1: 42,345 shares; 2026Q2: 39,969 shares; 2026Q3: 40,344 shares 40,344 $2.19M 0.06% +375 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,797 shares; 2025Q1: 51,932 shares; 2025Q2: 51,737 shares; 2025Q3: 51,194 shares; 2025Q4: 64,318 shares; 2026Q1: 64,440 shares; 2026Q2: 93,976 shares; 2026Q3: 99,284 shares 99,284 $2.16M 0.06% +5,308 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,993 shares; 2025Q1: 10,065 shares; 2025Q2: 9,976 shares; 2025Q3: 10,076 shares; 2025Q4: 12,131 shares; 2026Q1: 13,494 shares; 2026Q2: 12,457 shares; 2026Q3: 15,177 shares 15,177 $2.16M 0.06% +2,720 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,028 shares; 2025Q1: 24,955 shares; 2025Q2: 38,392 shares; 2025Q3: 45,167 shares; 2025Q4: 29,885 shares; 2026Q1: 23,439 shares; 2026Q2: 22,378 shares; 2026Q3: 21,778 shares 21,778 $2.15M 0.06% -600 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,741 shares; 2025Q1: 43,765 shares; 2025Q2: 43,331 shares; 2025Q3: 45,501 shares; 2025Q4: 27,124 shares; 2026Q1: 24,682 shares; 2026Q2: 24,796 shares; 2026Q3: 22,628 shares 22,628 $2.12M 0.06% -2,168 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,783 shares; 2025Q1: 25,320 shares; 2025Q2: 29,434 shares; 2025Q3: 31,610 shares; 2025Q4: 32,776 shares; 2026Q1: 35,876 shares; 2026Q2: 42,666 shares; 2026Q3: 40,793 shares 40,793 $2.12M 0.06% -1,873 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,893 shares; 2025Q1: 47,828 shares; 2025Q2: 51,406 shares; 2025Q3: 77,138 shares; 2025Q4: 82,888 shares; 2026Q1: 103,771 shares; 2026Q2: 112,127 shares; 2026Q3: 108,299 shares 108,299 $2.11M 0.06% -3,828 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,625 shares; 2025Q3: 28,318 shares; 2025Q4: 26,849 shares; 2026Q1: 22,854 shares; 2026Q2: 20,922 shares; 2026Q3: 20,677 shares 20,677 $2.1M 0.06% -245 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,992 shares; 2025Q3: 16,542 shares; 2025Q4: 28,602 shares; 2026Q1: 33,773 shares; 2026Q2: 36,678 shares; 2026Q3: 42,316 shares 42,316 $2.08M 0.06% +5,638 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,094 shares; 2026Q2: 22,854 shares; 2026Q3: 22,835 shares 22,835 $2.04M 0.06% -19 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,012 shares; 2025Q1: 10,015 shares; 2025Q2: 10,770 shares; 2025Q3: 10,799 shares; 2025Q4: 10,362 shares; 2026Q1: 10,489 shares; 2026Q2: 10,234 shares; 2026Q3: 10,524 shares 10,524 $2.03M 0.06% +290 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,175 shares; 2025Q2: 12,070 shares; 2025Q3: 11,738 shares; 2025Q4: 11,593 shares; 2026Q1: 11,754 shares; 2026Q2: 12,243 shares; 2026Q3: 12,837 shares 12,837 $2.02M 0.06% +594 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,108 shares; 2025Q1: 17,681 shares; 2025Q2: 15,410 shares; 2025Q3: 16,968 shares; 2025Q4: 17,264 shares; 2026Q1: 27,393 shares; 2026Q2: 27,189 shares; 2026Q3: 25,913 shares 25,913 $2.02M 0.06% -1,276 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 2,726 shares; 2025Q4: 2,899 shares; 2026Q1: 3,158 shares; 2026Q2: 4,851 shares; 2026Q3: 5,009 shares 5,009 $2.01M 0.06% +158 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,938 shares; 2025Q1: 50,655 shares; 2025Q2: 50,324 shares; 2025Q3: 49,972 shares; 2025Q4: 47,584 shares; 2026Q1: 44,934 shares; 2026Q2: 43,494 shares; 2026Q3: 42,782 shares 42,782 $1.99M 0.06% -712 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,571 shares; 2025Q1: 30,907 shares; 2025Q2: 43,831 shares; 2025Q3: 50,694 shares; 2025Q4: 30,172 shares; 2026Q1: 35,225 shares; 2026Q2: 44,448 shares; 2026Q3: 38,885 shares 38,885 $1.96M 0.06% -5,563 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,109 shares; 2025Q3: 31,252 shares; 2025Q4: 27,090 shares; 2026Q1: 40,344 shares; 2026Q2: 37,978 shares; 2026Q3: 42,024 shares 42,024 $1.96M 0.06% +4,046 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; 2024Q4: not reported; 2025Q1: 55,939 shares; 2025Q2: 55,944 shares; 2025Q3: 66,533 shares; 2025Q4: 67,369 shares; 2026Q1: 77,578 shares; 2026Q2: 74,508 shares; 2026Q3: 77,881 shares 77,881 $1.96M 0.06% +3,373 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,629 shares; 2025Q1: 90,623 shares; 2025Q2: 101,908 shares; 2025Q3: 102,545 shares; 2025Q4: 85,091 shares; 2026Q1: 87,854 shares; 2026Q2: 96,566 shares; 2026Q3: 92,355 shares 92,355 $1.96M 0.06% -4,211 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,393 shares; 2025Q3: 1,446 shares; 2025Q4: 1,414 shares; 2026Q1: 1,433 shares; 2026Q2: 1,898 shares; 2026Q3: 2,119 shares 2,119 $1.95M 0.06% +221 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,906 shares; 2025Q1: 9,929 shares; 2025Q2: 9,875 shares; 2025Q3: 9,844 shares; 2025Q4: 9,707 shares; 2026Q1: 9,162 shares; 2026Q2: 9,063 shares; 2026Q3: 8,967 shares 8,967 $1.95M 0.06% -96 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 28,994 shares; 2025Q2: 28,481 shares; 2025Q3: 70,920 shares; 2025Q4: 54,865 shares; 2026Q1: 57,617 shares; 2026Q2: 37,049 shares; 2026Q3: 36,533 shares 36,533 $1.95M 0.06% -516 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,276 shares; 2026Q3: 9,092 shares 9,092 $1.92M 0.05% -4,184 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,809 shares; 2025Q1: 17,715 shares; 2025Q2: 18,566 shares; 2025Q3: 17,351 shares; 2025Q4: 14,894 shares; 2026Q1: 15,589 shares; 2026Q2: 14,508 shares; 2026Q3: 15,172 shares 15,172 $1.9M 0.05% +664 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,033 shares; 2025Q1: 56,688 shares; 2025Q2: 54,916 shares; 2025Q3: 53,948 shares; 2025Q4: 50,402 shares; 2026Q1: 50,152 shares; 2026Q2: 39,914 shares; 2026Q3: 39,724 shares 39,724 $1.89M 0.05% -190 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 67,814 shares 67,814 $1.89M 0.05% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,039 shares; 2025Q1: 2,044 shares; 2025Q2: 2,152 shares; 2025Q3: 2,149 shares; 2025Q4: 2,018 shares; 2026Q1: 2,193 shares; 2026Q2: 1,932 shares; 2026Q3: 1,971 shares 1,971 $1.88M 0.05% +39 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,032 shares; 2025Q1: 37,038 shares; 2025Q2: 36,776 shares; 2025Q3: 37,324 shares; 2025Q4: 38,404 shares; 2026Q1: 38,717 shares; 2026Q2: 39,122 shares; 2026Q3: 39,555 shares 39,555 $1.88M 0.05% +433 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 229,820 shares; 2025Q2: 235,286 shares; 2025Q3: 37,854 shares; 2025Q4: 36,474 shares; 2026Q1: 34,617 shares; 2026Q2: 37,040 shares; 2026Q3: 40,093 shares 40,093 $1.88M 0.05% +3,053 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,146 shares; 2025Q1: 42,654 shares; 2025Q2: 32,563 shares; 2025Q3: 34,370 shares; 2025Q4: 36,491 shares; 2026Q1: 36,645 shares; 2026Q2: 38,793 shares; 2026Q3: 37,632 shares 37,632 $1.88M 0.05% -1,161 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,416 shares; 2025Q1: 8,091 shares; 2025Q2: 8,070 shares; 2025Q3: 8,176 shares; 2025Q4: 7,046 shares; 2026Q1: 6,946 shares; 2026Q2: 5,729 shares; 2026Q3: 5,771 shares 5,771 $1.88M 0.05% +42 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 68,470 shares; 2025Q2: 73,153 shares; 2025Q3: 35,685 shares; 2025Q4: 27,096 shares; 2026Q1: 26,864 shares; 2026Q2: 26,602 shares; 2026Q3: 23,191 shares 23,191 $1.87M 0.05% -3,411 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,333 shares; 2025Q1: 28,929 shares; 2025Q2: 28,818 shares; 2025Q3: 36,963 shares; 2025Q4: 32,690 shares; 2026Q1: 25,101 shares; 2026Q2: 24,130 shares; 2026Q3: 24,083 shares 24,083 $1.86M 0.05% -47 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,312 shares; 2026Q2: 14,329 shares; 2026Q3: 14,592 shares 14,592 $1.85M 0.05% +263 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,699 shares; 2025Q1: 14,018 shares; 2025Q2: 17,635 shares; 2025Q3: 18,736 shares; 2025Q4: 18,764 shares; 2026Q1: 22,283 shares; 2026Q2: 22,622 shares; 2026Q3: 21,627 shares 21,627 $1.84M 0.05% -995 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 56,029 shares; 2025Q2: 57,454 shares; 2025Q3: 62,193 shares; 2025Q4: 63,643 shares; 2026Q1: 65,950 shares; 2026Q2: 69,659 shares; 2026Q3: 71,756 shares 71,756 $1.84M 0.05% +2,097 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,289 shares; 2026Q2: 14,256 shares; 2026Q3: 16,322 shares 16,322 $1.83M 0.05% +2,066 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,403 shares; 2025Q1: 21,094 shares; 2025Q2: 22,949 shares; 2025Q3: 23,842 shares; 2025Q4: 22,010 shares; 2026Q1: 22,951 shares; 2026Q2: 24,776 shares; 2026Q3: 26,957 shares 26,957 $1.8M 0.05% +2,181 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,934 shares; 2025Q1: 4,594 shares; 2025Q2: 7,391 shares; 2025Q3: 7,146 shares; 2025Q4: 20,534 shares; 2026Q1: 21,196 shares; 2026Q2: 21,559 shares; 2026Q3: 21,833 shares 21,833 $1.78M 0.05% +274 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,797 shares; 2025Q1: 14,439 shares; 2025Q2: 14,388 shares; 2025Q3: 13,259 shares; 2025Q4: 12,932 shares; 2026Q1: 24,356 shares; 2026Q2: 22,930 shares; 2026Q3: 42,146 shares 42,146 $1.75M 0.05% +19,216 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,950 shares; 2025Q1: 12,281 shares; 2025Q2: 11,740 shares; 2025Q3: 10,872 shares; 2025Q4: 10,270 shares; 2026Q1: 10,395 shares; 2026Q2: 10,725 shares; 2026Q3: 18,429 shares 18,429 $1.75M 0.05% +7,704 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,240 shares; 2025Q1: 99,090 shares; 2025Q2: 91,654 shares; 2025Q3: 94,591 shares; 2025Q4: 59,494 shares; 2026Q1: 64,714 shares; 2026Q2: 58,898 shares; 2026Q3: 49,070 shares 49,070 $1.75M 0.05% -9,828 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,836 shares; 2025Q1: 77,600 shares; 2025Q2: 60,905 shares; 2025Q3: 67,207 shares; 2025Q4: 65,543 shares; 2026Q1: 66,511 shares; 2026Q2: 60,225 shares; 2026Q3: 61,073 shares 61,073 $1.74M 0.05% +848 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,458 shares; 2025Q2: 4,908 shares; 2025Q3: 6,028 shares; 2025Q4: 4,919 shares; 2026Q1: 5,270 shares; 2026Q2: 2,748 shares; 2026Q3: 2,575 shares 2,575 $1.74M 0.05% -173 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,060 shares; 2025Q1: 25,197 shares; 2025Q2: 25,473 shares; 2025Q3: 24,691 shares; 2025Q4: 23,166 shares; 2026Q1: 24,989 shares; 2026Q2: 23,477 shares; 2026Q3: 24,690 shares 24,690 $1.73M 0.05% +1,213 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,135 shares; 2025Q1: 1,132 shares; 2025Q2: 640 shares; 2025Q3: 654 shares; 2025Q4: 799 shares; 2026Q1: 1,221 shares; 2026Q2: 1,227 shares; 2026Q3: 999 shares 999 $1.73M 0.05% -228 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,588 shares; 2025Q1: 37,597 shares; 2025Q2: 37,215 shares; 2025Q3: 37,215 shares; 2025Q4: 37,215 shares; 2026Q1: 37,172 shares; 2026Q2: 37,172 shares; 2026Q3: 37,172 shares 37,172 $1.72M 0.05% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,172 shares; 2025Q2: 7,981 shares; 2025Q3: 9,414 shares; 2025Q4: 7,533 shares; 2026Q1: 7,881 shares; 2026Q2: 6,886 shares; 2026Q3: 7,109 shares 7,109 $1.72M 0.05% +223 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,983 shares; 2025Q1: 86,999 shares; 2025Q2: 85,958 shares; 2025Q3: 86,611 shares; 2025Q4: 84,299 shares; 2026Q1: 85,427 shares; 2026Q2: 94,512 shares; 2026Q3: 99,646 shares 99,646 $1.7M 0.05% +5,134 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,357 shares; 2025Q1: 32,300 shares; 2025Q2: 32,322 shares; 2025Q3: 35,139 shares; 2025Q4: 32,001 shares; 2026Q1: 35,628 shares; 2026Q2: 34,165 shares; 2026Q3: 34,294 shares 34,294 $1.69M 0.05% +129 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,299 shares; 2025Q1: 38,757 shares; 2025Q2: 39,739 shares; 2025Q3: 39,673 shares; 2025Q4: 35,409 shares; 2026Q1: 36,022 shares; 2026Q2: 35,302 shares; 2026Q3: 36,238 shares 36,238 $1.69M 0.05% +936 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,951 shares; 2025Q1: 7,974 shares; 2025Q2: 6,819 shares; 2025Q3: 8,450 shares; 2025Q4: 7,486 shares; 2026Q1: 7,704 shares; 2026Q2: 9,201 shares; 2026Q3: 8,984 shares 8,984 $1.67M 0.05% -217 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,559 shares; 2025Q1: 3,447 shares; 2025Q2: 3,603 shares; 2025Q3: 3,804 shares; 2025Q4: 3,758 shares; 2026Q1: 3,475 shares; 2026Q2: 2,939 shares; 2026Q3: 3,083 shares 3,083 $1.66M 0.05% +144 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,584 shares; 2026Q2: 70,639 shares; 2026Q3: 116,675 shares 116,675 $1.64M 0.05% +46,036 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,027 shares; 2025Q1: 24,929 shares; 2025Q2: 25,033 shares; 2025Q3: 32,968 shares; 2025Q4: 33,331 shares; 2026Q1: 32,269 shares; 2026Q2: 32,021 shares; 2026Q3: 34,192 shares 34,192 $1.64M 0.05% +2,171 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,403 shares; 2025Q2: 15,752 shares; 2025Q3: 17,361 shares; 2025Q4: 17,760 shares; 2026Q1: 17,832 shares; 2026Q2: 17,177 shares; 2026Q3: 20,957 shares 20,957 $1.63M 0.05% +3,780 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,898 shares; 2025Q1: 2,927 shares; 2025Q2: 4,383 shares; 2025Q3: 4,492 shares; 2025Q4: 3,975 shares; 2026Q1: 3,998 shares; 2026Q2: 4,067 shares; 2026Q3: 3,663 shares 3,663 $1.63M 0.05% -404 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,309 shares; 2025Q1: 7,132 shares; 2025Q2: 7,474 shares; 2025Q3: 7,942 shares; 2025Q4: 9,135 shares; 2026Q1: 10,165 shares; 2026Q2: 10,199 shares; 2026Q3: 10,502 shares 10,502 $1.62M 0.05% +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; 2024Q4: 19,054 shares; 2025Q1: 30,491 shares; 2025Q2: 30,280 shares; 2025Q3: 30,762 shares; 2025Q4: 25,194 shares; 2026Q1: 25,618 shares; 2026Q2: 25,162 shares; 2026Q3: 25,770 shares 25,770 $1.61M 0.05% +608 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,316 shares; 2026Q1: 55,087 shares; 2026Q2: 50,934 shares; 2026Q3: 42,187 shares 42,187 $1.6M 0.05% -8,747 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,997 shares; 2025Q2: 10,388 shares; 2025Q3: 10,746 shares; 2025Q4: 10,919 shares; 2026Q1: 11,648 shares; 2026Q2: 12,592 shares; 2026Q3: 13,349 shares 13,349 $1.6M 0.05% +757 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,359 shares; 2025Q2: 20,888 shares; 2025Q3: 40,352 shares; 2025Q4: 40,705 shares; 2026Q1: 40,669 shares; 2026Q2: 22,084 shares; 2026Q3: 21,410 shares 21,410 $1.56M 0.04% -674 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,029 shares; 2025Q1: 31,860 shares; 2025Q2: 26,843 shares; 2025Q3: 25,336 shares; 2025Q4: 9,884 shares; 2026Q1: 9,352 shares; 2026Q2: 9,322 shares; 2026Q3: 9,285 shares 9,285 $1.55M 0.04% -37 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,295 shares; 2025Q4: 16,287 shares; 2026Q1: 20,285 shares; 2026Q2: 24,528 shares; 2026Q3: 27,815 shares 27,815 $1.55M 0.04% +3,287 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,503 shares; 2025Q2: 11,557 shares; 2025Q3: 21,857 shares; 2025Q4: 17,321 shares; 2026Q1: 16,690 shares; 2026Q2: 17,637 shares; 2026Q3: 27,572 shares 27,572 $1.54M 0.04% +9,935 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,166 shares; 2025Q1: 7,739 shares; 2025Q2: 8,777 shares; 2025Q3: 9,275 shares; 2025Q4: 9,762 shares; 2026Q1: 10,821 shares; 2026Q2: 11,619 shares; 2026Q3: 11,988 shares 11,988 $1.54M 0.04% +369 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,455 shares; 2025Q1: 22,670 shares; 2025Q2: 22,267 shares; 2025Q3: 22,220 shares; 2025Q4: 21,732 shares; 2026Q1: 20,732 shares; 2026Q2: 19,146 shares; 2026Q3: 19,155 shares 19,155 $1.5M 0.04% +9 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,493 shares; 2025Q1: 9,293 shares; 2025Q2: 17,411 shares; 2025Q3: 17,479 shares; 2025Q4: 14,020 shares; 2026Q1: 14,722 shares; 2026Q2: 16,816 shares; 2026Q3: 15,154 shares 15,154 $1.5M 0.04% -1,662 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 3,957 shares; 2025Q3: 3,881 shares; 2025Q4: 3,784 shares; 2026Q1: 3,775 shares; 2026Q2: 5,517 shares; 2026Q3: 4,726 shares 4,726 $1.49M 0.04% -791 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,173 shares; 2026Q2: 9,057 shares; 2026Q3: 9,210 shares 9,210 $1.49M 0.04% +153 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,347 shares; 2025Q1: 92,462 shares; 2025Q2: 88,673 shares; 2025Q3: 75,970 shares; 2025Q4: 36,619 shares; 2026Q1: 36,297 shares; 2026Q2: 35,489 shares; 2026Q3: 31,281 shares 31,281 $1.48M 0.04% -4,208 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,107 shares; 2025Q1: 4,313 shares; 2025Q2: 3,680 shares; 2025Q3: 3,656 shares; 2025Q4: 3,559 shares; 2026Q1: 3,925 shares; 2026Q2: 5,032 shares; 2026Q3: 5,558 shares 5,558 $1.47M 0.04% +526 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,248 shares; 2025Q1: 7,602 shares; 2025Q2: 7,909 shares; 2025Q3: 7,622 shares; 2025Q4: 7,507 shares; 2026Q1: 7,115 shares; 2026Q2: 10,201 shares; 2026Q3: 6,565 shares 6,565 $1.46M 0.04% -3,636 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,332 shares; 2025Q1: 18,457 shares; 2025Q2: 17,796 shares; 2025Q3: 17,642 shares; 2025Q4: 14,106 shares; 2026Q1: 13,998 shares; 2026Q2: 9,833 shares; 2026Q3: 9,955 shares 9,955 $1.46M 0.04% +122 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,651 shares; 2026Q2: 66,356 shares; 2026Q3: 78,557 shares 78,557 $1.45M 0.04% +12,201 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,660 shares; 2025Q1: 57,429 shares; 2025Q2: 90,818 shares; 2025Q3: 71,963 shares; 2025Q4: 34,454 shares; 2026Q1: 30,804 shares; 2026Q2: 25,326 shares; 2026Q3: 28,573 shares 28,573 $1.45M 0.04% +3,247 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,352 shares; 2025Q1: 5,410 shares; 2025Q2: 9,703 shares; 2025Q3: 9,886 shares; 2025Q4: 9,323 shares; 2026Q1: 9,752 shares; 2026Q2: 9,786 shares; 2026Q3: 10,965 shares 10,965 $1.42M 0.04% +1,179 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,122 shares; 2025Q1: 3,053 shares; 2025Q2: 3,091 shares; 2025Q3: 8,062 shares; 2025Q4: 7,754 shares; 2026Q1: 8,597 shares; 2026Q2: 7,797 shares; 2026Q3: 7,679 shares 7,679 $1.42M 0.04% -118 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,434 shares; 2025Q1: 11,467 shares; 2025Q2: 11,969 shares; 2025Q3: 12,559 shares; 2025Q4: 12,497 shares; 2026Q1: 12,291 shares; 2026Q2: 11,891 shares; 2026Q3: 12,215 shares 12,215 $1.41M 0.04% +324 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; 2024Q4: 52,079 shares; 2025Q1: 52,069 shares; 2025Q2: 52,161 shares; 2025Q3: 52,259 shares; 2025Q4: 52,237 shares; 2026Q1: 52,080 shares; 2026Q2: 32,469 shares; 2026Q3: 32,485 shares 32,485 $1.4M 0.04% +16 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140,783 shares; 2025Q1: 126,743 shares; 2025Q2: 144,850 shares; 2025Q3: 161,452 shares; 2025Q4: 55,137 shares; 2026Q1: 73,448 shares; 2026Q2: 98,868 shares; 2026Q3: 70,684 shares 70,684 $1.4M 0.04% -28,184 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,475 shares; 2025Q1: 40,837 shares; 2025Q2: 30,203 shares; 2025Q3: 36,476 shares; 2025Q4: 45,519 shares; 2026Q1: 51,544 shares; 2026Q2: 60,279 shares; 2026Q3: 68,328 shares 68,328 $1.39M 0.04% +8,049 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,283 shares; 2025Q1: 8,265 shares; 2025Q2: 8,258 shares; 2025Q3: 7,958 shares; 2025Q4: 7,971 shares; 2026Q1: 7,822 shares; 2026Q2: 9,440 shares; 2026Q3: 9,330 shares 9,330 $1.38M 0.04% -110 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,559 shares; 2025Q1: 5,238 shares; 2025Q2: 8,097 shares; 2025Q3: 11,963 shares; 2025Q4: 10,940 shares; 2026Q1: 10,547 shares; 2026Q2: 9,681 shares; 2026Q3: 9,362 shares 9,362 $1.37M 0.04% -319 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,671 shares; 2025Q1: 88,912 shares; 2025Q2: 66,278 shares; 2025Q3: 57,096 shares; 2025Q4: 33,756 shares; 2026Q1: 29,274 shares; 2026Q2: 29,274 shares; 2026Q3: 29,947 shares 29,947 $1.37M 0.04% +673 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,939 shares; 2025Q3: 3,778 shares; 2025Q4: 3,668 shares; 2026Q1: 3,549 shares; 2026Q2: 2,984 shares; 2026Q3: 2,625 shares 2,625 $1.37M 0.04% -359 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,805 shares; 2025Q1: not reported; 2025Q2: 4,790 shares; 2025Q3: 4,967 shares; 2025Q4: 15,312 shares; 2026Q1: 15,883 shares; 2026Q2: 16,214 shares; 2026Q3: 15,818 shares 15,818 $1.37M 0.04% -396 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,593 shares; 2025Q2: 6,804 shares; 2025Q3: 6,787 shares; 2025Q4: 6,446 shares; 2026Q1: 6,540 shares; 2026Q2: 6,022 shares; 2026Q3: 5,885 shares 5,885 $1.36M 0.04% -137 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,112 shares; 2025Q2: 14,056 shares; 2025Q3: 14,440 shares; 2025Q4: 15,068 shares; 2026Q1: 15,483 shares; 2026Q2: 15,748 shares; 2026Q3: 16,344 shares 16,344 $1.36M 0.04% +596 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 3,613 shares; 2025Q2: 4,161 shares; 2025Q3: 4,350 shares; 2025Q4: 4,308 shares; 2026Q1: 4,725 shares; 2026Q2: 4,645 shares; 2026Q3: 4,087 shares 4,087 $1.35M 0.04% -558 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,106 shares; 2025Q4: 22,847 shares; 2026Q1: 43,181 shares; 2026Q2: 48,326 shares; 2026Q3: 48,458 shares 48,458 $1.35M 0.04% +132 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,844 shares; 2026Q1: 47,291 shares; 2026Q2: 48,005 shares; 2026Q3: 43,501 shares 43,501 $1.35M 0.04% -4,504 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,156 shares; 2025Q1: 49,983 shares; 2025Q2: 39,166 shares; 2025Q3: 34,110 shares; 2025Q4: 18,449 shares; 2026Q1: 15,923 shares; 2026Q2: 15,778 shares; 2026Q3: 15,636 shares 15,636 $1.34M 0.04% -142 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,058 shares; 2025Q1: 5,189 shares; 2025Q2: 4,989 shares; 2025Q3: 5,010 shares; 2025Q4: 4,823 shares; 2026Q1: 4,795 shares; 2026Q2: 4,868 shares; 2026Q3: 4,840 shares 4,840 $1.33M 0.04% -28 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,069 shares; 2025Q4: 60,199 shares; 2026Q1: 60,199 shares; 2026Q2: 59,439 shares; 2026Q3: 57,694 shares 57,694 $1.32M 0.04% -1,745 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,767 shares; 2025Q1: 11,647 shares; 2025Q2: 10,391 shares; 2025Q3: 10,672 shares; 2025Q4: 10,775 shares; 2026Q1: 10,631 shares; 2026Q2: 10,391 shares; 2026Q3: 10,203 shares 10,203 $1.31M 0.04% -188 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,799 shares; 2026Q1: 30,233 shares; 2026Q2: 39,541 shares; 2026Q3: 37,435 shares 37,435 $1.31M 0.04% -2,106 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; 2024Q4: 35,692 shares; 2025Q1: 38,833 shares; 2025Q2: 30,158 shares; 2025Q3: 30,318 shares; 2025Q4: 39,106 shares; 2026Q1: 39,836 shares; 2026Q2: 39,794 shares; 2026Q3: 35,565 shares 35,565 $1.31M 0.04% -4,229 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,136 shares; 2025Q1: 15,506 shares; 2025Q2: 15,736 shares; 2025Q3: 15,590 shares; 2025Q4: 15,788 shares; 2026Q1: 15,926 shares; 2026Q2: 15,662 shares; 2026Q3: 14,954 shares 14,954 $1.29M 0.04% -708 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,232 shares; 2025Q2: 5,275 shares; 2025Q3: 5,553 shares; 2025Q4: 4,971 shares; 2026Q1: 4,999 shares; 2026Q2: 4,902 shares; 2026Q3: 3,615 shares 3,615 $1.29M 0.04% -1,287 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,728 shares; 2025Q1: 8,728 shares; 2025Q2: 8,828 shares; 2025Q3: 8,738 shares; 2025Q4: 8,738 shares; 2026Q1: 8,738 shares; 2026Q2: 8,668 shares; 2026Q3: 8,705 shares 8,705 $1.27M 0.04% +37 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,830 shares; 2025Q1: 16,605 shares; 2025Q2: 19,655 shares; 2025Q3: 19,680 shares; 2025Q4: 19,330 shares; 2026Q1: 20,876 shares; 2026Q2: 20,979 shares; 2026Q3: 22,084 shares 22,084 $1.26M 0.04% +1,105 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 366 shares; 2025Q1: 365 shares; 2025Q2: 355 shares; 2025Q3: 362 shares; 2025Q4: 315 shares; 2026Q1: 314 shares; 2026Q2: 8,081 shares; 2026Q3: 7,729 shares 7,729 $1.26M 0.04% -352 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,494 shares; 2025Q1: 14,662 shares; 2025Q2: 14,353 shares; 2025Q3: 17,950 shares; 2025Q4: 22,486 shares; 2026Q1: 24,144 shares; 2026Q2: 27,561 shares; 2026Q3: 26,944 shares 26,944 $1.26M 0.04% -617 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,806 shares; 2025Q3: 9,792 shares; 2025Q4: 17,786 shares; 2026Q1: 21,105 shares; 2026Q2: 22,402 shares; 2026Q3: 24,887 shares 24,887 $1.26M 0.04% +2,485 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,498 shares; 2026Q1: 22,393 shares; 2026Q2: 23,429 shares; 2026Q3: 24,221 shares 24,221 $1.26M 0.04% +792 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares; 2026Q1: 7,116 shares; 2026Q2: 7,385 shares; 2026Q3: 7,486 shares 7,486 $1.24M 0.04% +101 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,702 shares; 2025Q3: 10,173 shares; 2025Q4: 10,712 shares; 2026Q1: 10,995 shares; 2026Q2: 13,783 shares; 2026Q3: 15,672 shares 15,672 $1.22M 0.03% +1,889 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,273 shares; 2026Q1: 15,593 shares; 2026Q2: 16,471 shares; 2026Q3: 16,729 shares 16,729 $1.22M 0.03% +258 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,557 shares; 2026Q2: 11,587 shares; 2026Q3: 16,556 shares 16,556 $1.22M 0.03% +4,969 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,096 shares; 2025Q1: 17,466 shares; 2025Q2: 18,320 shares; 2025Q3: 17,497 shares; 2025Q4: 16,791 shares; 2026Q1: 46,604 shares; 2026Q2: 29,178 shares; 2026Q3: 17,718 shares 17,718 $1.21M 0.03% -11,460 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,038 shares; 2025Q1: 4,634 shares; 2025Q2: 20,389 shares; 2025Q3: 21,542 shares; 2025Q4: 15,025 shares; 2026Q1: 15,318 shares; 2026Q2: 15,784 shares; 2026Q3: 13,363 shares 13,363 $1.21M 0.03% -2,421 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,777 shares; 2025Q1: 2,746 shares; 2025Q2: 2,824 shares; 2025Q3: 2,194 shares; 2025Q4: 2,206 shares; 2026Q1: 2,560 shares; 2026Q2: 2,440 shares; 2026Q3: 2,822 shares 2,822 $1.2M 0.03% +382 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,484 shares; 2026Q2: 1,480 shares; 2026Q3: 1,595 shares 1,595 $1.2M 0.03% +115 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,745 shares; 2025Q1: 25,327 shares; 2025Q2: 25,861 shares; 2025Q3: 27,921 shares; 2025Q4: 17,753 shares; 2026Q1: 20,978 shares; 2026Q2: 21,399 shares; 2026Q3: 22,136 shares 22,136 $1.2M 0.03% +737 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,600 shares; 2025Q1: 4,611 shares; 2025Q2: 4,888 shares; 2025Q3: 5,070 shares; 2025Q4: 2,795 shares; 2026Q1: 2,984 shares; 2026Q2: 2,653 shares; 2026Q3: 2,508 shares 2,508 $1.19M 0.03% -145 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,016 shares; 2025Q1: 40,419 shares; 2025Q2: 32,187 shares; 2025Q3: 30,112 shares; 2025Q4: 26,783 shares; 2026Q1: 26,590 shares; 2026Q2: 24,326 shares; 2026Q3: 23,243 shares 23,243 $1.19M 0.03% -1,083 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,037 shares; 2025Q1: 11,723 shares; 2025Q2: 12,456 shares; 2025Q3: 12,760 shares; 2025Q4: 16,030 shares; 2026Q1: 11,310 shares; 2026Q2: 6,741 shares; 2026Q3: 3,007 shares 3,007 $1.19M 0.03% -3,734 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,145 shares; 2025Q1: 43,955 shares; 2025Q2: 43,413 shares; 2025Q3: 47,739 shares; 2025Q4: 18,708 shares; 2026Q1: 19,627 shares; 2026Q2: 21,247 shares; 2026Q3: 23,186 shares 23,186 $1.18M 0.03% +1,939 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; 2024Q4: not reported; 2025Q1: 47,235 shares; 2025Q2: 18,565 shares; 2025Q3: 18,262 shares; 2025Q4: 16,743 shares; 2026Q1: 14,584 shares; 2026Q2: 14,489 shares; 2026Q3: 17,404 shares 17,404 $1.18M 0.03% +2,915 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,544 shares; 2025Q1: 45,858 shares; 2025Q2: 28,988 shares; 2025Q3: 27,381 shares; 2025Q4: 32,092 shares; 2026Q1: 19,146 shares; 2026Q2: 15,621 shares; 2026Q3: 15,133 shares 15,133 $1.18M 0.03% -488 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; 2024Q4: 219,521 shares; 2025Q1: 213,695 shares; 2025Q2: 151,914 shares; 2025Q3: 120,355 shares; 2025Q4: 75,925 shares; 2026Q1: 70,025 shares; 2026Q2: 70,005 shares; 2026Q3: 68,715 shares 68,715 $1.18M 0.03% -1,290 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,519 shares; 2025Q1: 7,554 shares; 2025Q2: 6,832 shares; 2025Q3: 7,032 shares; 2025Q4: 8,917 shares; 2026Q1: 10,022 shares; 2026Q2: 9,266 shares; 2026Q3: 7,638 shares 7,638 $1.17M 0.03% -1,628 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,489 shares; 2025Q1: 31,881 shares; 2025Q2: 26,882 shares; 2025Q3: 25,343 shares; 2025Q4: 13,748 shares; 2026Q1: 12,648 shares; 2026Q2: 11,191 shares; 2026Q3: 11,330 shares 11,330 $1.17M 0.03% +139 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,011 shares; 2025Q1: 18,069 shares; 2025Q2: 17,235 shares; 2025Q3: 16,893 shares; 2025Q4: 16,010 shares; 2026Q1: 16,082 shares; 2026Q2: 22,422 shares; 2026Q3: 21,464 shares 21,464 $1.16M 0.03% -958 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,810 shares; 2025Q1: 2,814 shares; 2025Q2: 2,819 shares; 2025Q3: 2,826 shares; 2025Q4: 2,753 shares; 2026Q1: 2,759 shares; 2026Q2: 2,709 shares; 2026Q3: 2,680 shares 2,680 $1.16M 0.03% -29 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; 2024Q4: 2,650 shares; 2025Q1: 2,661 shares; 2025Q2: 2,621 shares; 2025Q3: 2,523 shares; 2025Q4: 2,487 shares; 2026Q1: 2,503 shares; 2026Q2: 2,345 shares; 2026Q3: 2,369 shares 2,369 $1.15M 0.03% +24 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,741 shares; 2026Q1: 8,087 shares; 2026Q2: 7,330 shares; 2026Q3: 11,598 shares 11,598 $1.15M 0.03% +4,268 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 4,247 shares; 2026Q3: 4,206 shares 4,206 $1.15M 0.03% -41 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,191 shares; 2025Q2: 3,068 shares; 2025Q3: 2,556 shares; 2025Q4: 1,793 shares; 2026Q1: 1,834 shares; 2026Q2: 1,727 shares; 2026Q3: 1,738 shares 1,738 $1.14M 0.03% +11 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 667 shares; 2025Q1: 778 shares; 2025Q2: 859 shares; 2025Q3: 871 shares; 2025Q4: 1,118 shares; 2026Q1: 1,254 shares; 2026Q2: 1,286 shares; 2026Q3: 1,331 shares 1,331 $1.14M 0.03% +45 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,350 shares; 2025Q2: 5,428 shares; 2025Q3: 7,286 shares; 2025Q4: 7,070 shares; 2026Q1: 6,945 shares; 2026Q2: 6,826 shares; 2026Q3: 6,916 shares 6,916 $1.14M 0.03% +90 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,573 shares; 2026Q1: 34,208 shares; 2026Q2: 34,350 shares; 2026Q3: 31,063 shares 31,063 $1.13M 0.03% -3,287 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,995 shares; 2026Q1: 20,952 shares; 2026Q2: 22,259 shares; 2026Q3: 23,009 shares 23,009 $1.13M 0.03% +750 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,246 shares; 2025Q1: 10,387 shares; 2025Q2: 10,504 shares; 2025Q3: 10,156 shares; 2025Q4: 10,018 shares; 2026Q1: 9,990 shares; 2026Q2: 10,008 shares; 2026Q3: 13,542 shares 13,542 $1.12M 0.03% +3,534 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,780 shares; 2025Q4: 48,840 shares; 2026Q1: 57,330 shares; 2026Q2: 62,960 shares; 2026Q3: 48,875 shares 48,875 $1.12M 0.03% -14,085 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares; 2026Q2: 6,685 shares; 2026Q3: 7,811 shares 7,811 $1.1M 0.03% +1,126 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,813 shares; 2025Q1: 19,504 shares; 2025Q2: 19,122 shares; 2025Q3: 17,434 shares; 2025Q4: 13,326 shares; 2026Q1: 13,617 shares; 2026Q2: 16,336 shares; 2026Q3: 18,797 shares 18,797 $1.09M 0.03% +2,461 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,110 shares; 2025Q1: 6,838 shares; 2025Q2: 7,123 shares; 2025Q3: 7,378 shares; 2025Q4: 7,253 shares; 2026Q1: 7,100 shares; 2026Q2: 9,482 shares; 2026Q3: 9,692 shares 9,692 $1.09M 0.03% +210 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,229 shares; 2025Q1: 16,860 shares; 2025Q2: 17,243 shares; 2025Q3: 18,286 shares; 2025Q4: 11,517 shares; 2026Q1: 14,105 shares; 2026Q2: 5,149 shares; 2026Q3: 4,526 shares 4,526 $1.09M 0.03% -623 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,020 shares; 2026Q3: 13,709 shares 13,709 $1.08M 0.03% +689 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 29,128 shares; 2025Q2: 27,203 shares; 2025Q3: 3,095 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,767 shares 11,767 $1.08M 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,297 shares; 2025Q2: 9,176 shares; 2025Q3: 3,806 shares; 2025Q4: 3,323 shares; 2026Q1: 2,833 shares; 2026Q2: 2,106 shares; 2026Q3: 2,119 shares 2,119 $1.08M 0.03% +13 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,361 shares; 2025Q2: 1,100 shares; 2025Q3: 4,250 shares; 2025Q4: 3,958 shares; 2026Q1: 4,443 shares; 2026Q2: 4,571 shares; 2026Q3: 4,238 shares 4,238 $1.08M 0.03% -333 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 960 shares; 2025Q2: 1,034 shares; 2025Q3: 1,022 shares; 2025Q4: 992 shares; 2026Q1: 991 shares; 2026Q2: 1,053 shares; 2026Q3: 1,073 shares 1,073 $1.07M 0.03% +20 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,265 shares; 2025Q1: 4,250 shares; 2025Q2: 4,105 shares; 2025Q3: 4,067 shares; 2025Q4: 6,896 shares; 2026Q1: 6,639 shares; 2026Q2: 3,748 shares; 2026Q3: 3,721 shares 3,721 $1.07M 0.03% -27 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,165 shares; 2025Q2: 10,518 shares; 2025Q3: 28,124 shares; 2025Q4: 20,203 shares; 2026Q1: 19,235 shares; 2026Q2: 10,855 shares; 2026Q3: 9,661 shares 9,661 $1.07M 0.03% -1,194 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,172 shares; 2025Q2: 10,150 shares; 2025Q3: 10,323 shares; 2025Q4: 11,255 shares; 2026Q1: 10,529 shares; 2026Q2: 11,293 shares; 2026Q3: 11,008 shares 11,008 $1.07M 0.03% -285 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,701 shares; 2026Q1: 10,010 shares; 2026Q2: 13,932 shares; 2026Q3: 20,112 shares 20,112 $1.07M 0.03% +6,180 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,298 shares; 2025Q4: 47,298 shares; 2026Q1: 47,298 shares; 2026Q2: 47,298 shares; 2026Q3: 47,412 shares 47,412 $1.06M 0.03% +114 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; 2024Q4: 3,246 shares; 2025Q1: 3,118 shares; 2025Q2: 5,511 shares; 2025Q3: 5,876 shares; 2025Q4: 5,443 shares; 2026Q1: 2,630 shares; 2026Q2: 2,677 shares; 2026Q3: 2,500 shares 2,500 $1.06M 0.03% -177 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,350 shares; 2025Q2: 9,821 shares; 2025Q3: 9,331 shares; 2025Q4: 8,648 shares; 2026Q1: 8,744 shares; 2026Q2: 8,328 shares; 2026Q3: 8,327 shares 8,327 $1.05M 0.03% -1 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,444 shares; 2025Q1: 22,264 shares; 2025Q2: 13,344 shares; 2025Q3: 14,213 shares; 2025Q4: 14,377 shares; 2026Q1: 12,899 shares; 2026Q2: 11,222 shares; 2026Q3: 10,792 shares 10,792 $1.05M 0.03% -430 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,088 shares; 2025Q1: 2,006 shares; 2025Q2: 1,925 shares; 2025Q3: 2,496 shares; 2025Q4: 2,315 shares; 2026Q1: 3,278 shares; 2026Q2: 2,895 shares; 2026Q3: 3,162 shares 3,162 $1.05M 0.03% +267 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; 2024Q4: 8,495 shares; 2025Q1: 8,992 shares; 2025Q2: 18,576 shares; 2025Q3: 20,827 shares; 2025Q4: 15,390 shares; 2026Q1: 16,102 shares; 2026Q2: 15,291 shares; 2026Q3: 15,396 shares 15,396 $1.04M 0.03% +105 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,022 shares; 2025Q3: 15,022 shares; 2025Q4: 15,011 shares; 2026Q1: 19,725 shares; 2026Q2: 19,462 shares; 2026Q3: 20,790 shares 20,790 $1.03M 0.03% +1,328 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,246 shares; 2025Q2: 2,659 shares; 2025Q3: 3,647 shares; 2025Q4: 4,022 shares; 2026Q1: 3,605 shares; 2026Q2: 2,793 shares; 2026Q3: 4,953 shares 4,953 $1.03M 0.03% +2,160 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,909 shares; 2025Q1: 2,711 shares; 2025Q2: 2,889 shares; 2025Q3: 3,283 shares; 2025Q4: 5,407 shares; 2026Q1: 5,332 shares; 2026Q2: 4,953 shares; 2026Q3: 5,193 shares 5,193 $1.02M 0.03% +240 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,221 shares; 2025Q1: 36,608 shares; 2025Q2: 36,685 shares; 2025Q3: 8,515 shares; 2025Q4: 8,307 shares; 2026Q1: 8,305 shares; 2026Q2: 7,440 shares; 2026Q3: 7,409 shares 7,409 $1.02M 0.03% -31 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,534 shares; 2025Q1: 2,634 shares; 2025Q2: 5,580 shares; 2025Q3: 5,525 shares; 2025Q4: 4,430 shares; 2026Q1: 4,451 shares; 2026Q2: 4,745 shares; 2026Q3: 3,696 shares 3,696 $1.02M 0.03% -1,049 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,794 shares; 2025Q4: 5,724 shares; 2026Q1: 6,954 shares; 2026Q2: 4,876 shares; 2026Q3: 4,313 shares 4,313 $1.02M 0.03% -563 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34,304 shares; 2025Q2: 33,068 shares; 2025Q3: 21,203 shares; 2025Q4: 58,468 shares; 2026Q1: 62,439 shares; 2026Q2: 48,263 shares; 2026Q3: 46,904 shares 46,904 $1.01M 0.03% -1,359 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,469 shares; 2026Q3: 6,535 shares 6,535 $1.01M 0.03% -4,934 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,363 shares; 2025Q1: 47,955 shares; 2025Q2: 41,586 shares; 2025Q3: 41,221 shares; 2025Q4: 25,695 shares; 2026Q1: 27,016 shares; 2026Q2: 26,824 shares; 2026Q3: 25,427 shares 25,427 $1.01M 0.03% -1,397 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; 2024Q4: not reported; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,159 shares; 2025Q4: 7,159 shares; 2026Q1: 7,159 shares; 2026Q2: 7,214 shares; 2026Q3: 7,445 shares 7,445 $1.01M 0.03% +231 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 804,742 shares; 2025Q1: 104,687 shares; 2025Q2: 60,390 shares; 2025Q3: 57,820 shares; 2025Q4: 45,532 shares; 2026Q1: 56,129 shares; 2026Q2: 44,713 shares; 2026Q3: 39,939 shares 39,939 $1.01M 0.03% -4,774 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282,417 shares; 2025Q1: 271,501 shares; 2025Q2: 286,677 shares; 2025Q3: 263,923 shares; 2025Q4: 51,652 shares; 2026Q1: 56,005 shares; 2026Q2: 56,782 shares; 2026Q3: 54,313 shares 54,313 $1.01M 0.03% -2,469 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,946 shares; 2025Q1: 10,177 shares; 2025Q2: 21,023 shares; 2025Q3: 23,253 shares; 2025Q4: 22,663 shares; 2026Q1: 23,378 shares; 2026Q2: 26,992 shares; 2026Q3: 27,352 shares 27,352 $1M 0.03% +360 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,987 shares; 2026Q2: 25,904 shares; 2026Q3: 25,904 shares 25,904 $978K 0.03% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,875 shares; 2025Q1: 5,875 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,875 shares; 2026Q1: 9,596 shares; 2026Q2: 9,508 shares; 2026Q3: 20,812 shares 20,812 $975K 0.03% +11,304 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,209 shares; 2025Q1: 15,029 shares; 2025Q2: 19,330 shares; 2025Q3: 18,939 shares; 2025Q4: 17,539 shares; 2026Q1: 17,461 shares; 2026Q2: 17,307 shares; 2026Q3: 5,955 shares 5,955 $975K 0.03% -11,352 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,868 shares; 2026Q1: 89,282 shares; 2026Q2: 90,672 shares; 2026Q3: 77,682 shares 77,682 $974K 0.03% -12,990 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,471 shares; 2025Q1: 1,770 shares; 2025Q2: 3,244 shares; 2025Q3: 3,410 shares; 2025Q4: 4,077 shares; 2026Q1: 4,205 shares; 2026Q2: 3,712 shares; 2026Q3: 3,613 shares 3,613 $971K 0.03% -99 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,566 shares; 2025Q2: 3,564 shares; 2025Q3: 3,424 shares; 2025Q4: 3,479 shares; 2026Q1: 3,435 shares; 2026Q2: 2,789 shares; 2026Q3: 2,757 shares 2,757 $970K 0.03% -32 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,556 shares; 2025Q1: 55,028 shares; 2025Q2: 49,093 shares; 2025Q3: 49,271 shares; 2025Q4: 29,733 shares; 2026Q1: 30,078 shares; 2026Q2: 29,761 shares; 2026Q3: 26,123 shares 26,123 $967K 0.03% -3,638 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,426 shares; 2025Q4: 2,486 shares; 2026Q1: 2,990 shares; 2026Q2: 3,216 shares; 2026Q3: 8,990 shares 8,990 $967K 0.03% +5,774 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,899 shares; 2025Q1: 37,240 shares; 2025Q2: 22,090 shares; 2025Q3: 30,940 shares; 2025Q4: 44,974 shares; 2026Q1: 45,487 shares; 2026Q2: 55,087 shares; 2026Q3: 62,212 shares 62,212 $962K 0.03% +7,125 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,221 shares; 2025Q4: 32,031 shares; 2026Q1: 37,563 shares; 2026Q2: 36,197 shares; 2026Q3: 41,611 shares 41,611 $960K 0.03% +5,414 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,932 shares; 2025Q4: 12,357 shares; 2026Q1: 13,492 shares; 2026Q2: 19,433 shares; 2026Q3: 17,977 shares 17,977 $956K 0.03% -1,456 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,989 shares; 2026Q2: 4,989 shares; 2026Q3: 4,989 shares 4,989 $948K 0.03% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,129 shares; 2025Q4: 989 shares; 2026Q1: 2,744 shares; 2026Q2: 3,114 shares; 2026Q3: 3,136 shares 3,136 $941K 0.03% +22 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,941 shares; 2025Q1: 3,941 shares; 2025Q2: 3,809 shares; 2025Q3: 3,857 shares; 2025Q4: 3,597 shares; 2026Q1: 3,602 shares; 2026Q2: 3,626 shares; 2026Q3: 3,657 shares 3,657 $941K 0.03% +31 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 679 shares; 2025Q1: 688 shares; 2025Q2: 751 shares; 2025Q3: 874 shares; 2025Q4: 812 shares; 2026Q1: 818 shares; 2026Q2: 813 shares; 2026Q3: 925 shares 925 $936K 0.03% +112 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,597 shares; 2025Q1: 7,333 shares; 2025Q2: 7,490 shares; 2025Q3: 7,595 shares; 2025Q4: 6,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,293 shares; 2026Q3: 3,607 shares 3,607 $931K 0.03% +314 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,691 shares; 2026Q1: 8,702 shares; 2026Q2: 8,721 shares; 2026Q3: 18,696 shares 18,696 $928K 0.03% +9,975 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,880 shares; 2025Q1: 7,629 shares; 2025Q2: 8,989 shares; 2025Q3: 17,043 shares; 2025Q4: 20,982 shares; 2026Q1: 24,998 shares; 2026Q2: 25,496 shares; 2026Q3: 18,622 shares 18,622 $916K 0.03% -6,874 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,755 shares; 2025Q2: 8,044 shares; 2025Q3: 7,219 shares; 2025Q4: 6,748 shares; 2026Q1: 8,547 shares; 2026Q2: 12,053 shares; 2026Q3: 15,779 shares 15,779 $911K 0.03% +3,726 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; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 2,535 shares; 2025Q3: 3,357 shares; 2025Q4: 3,003 shares; 2026Q1: 2,974 shares; 2026Q2: 2,781 shares; 2026Q3: 2,693 shares 2,693 $910K 0.03% -88 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,140 shares; 2026Q3: 21,564 shares 21,564 $899K 0.03% +7,424 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,502 shares; 2026Q1: 57,482 shares; 2026Q2: 60,884 shares; 2026Q3: 14,787 shares 14,787 $898K 0.03% -46,097 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,651 shares; 2025Q1: 9,933 shares; 2025Q2: 11,739 shares; 2025Q3: 10,331 shares; 2025Q4: 9,396 shares; 2026Q1: 7,422 shares; 2026Q2: 17,105 shares; 2026Q3: 18,529 shares 18,529 $898K 0.03% +1,424 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,618 shares; 2026Q2: 13,611 shares; 2026Q3: 16,195 shares 16,195 $891K 0.03% +2,584 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,357 shares; 2025Q1: 8,651 shares; 2025Q2: 9,430 shares; 2025Q3: 12,581 shares; 2025Q4: 8,966 shares; 2026Q1: 10,044 shares; 2026Q2: 8,977 shares; 2026Q3: 8,635 shares 8,635 $882K 0.03% -342 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 47,751 shares; 2025Q2: 22,854 shares; 2025Q3: 20,529 shares; 2025Q4: 18,833 shares; 2026Q1: 17,007 shares; 2026Q2: 16,690 shares; 2026Q3: 15,464 shares 15,464 $875K 0.02% -1,226 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 68,943 shares; 2025Q2: 75,068 shares; 2025Q3: 89,646 shares; 2025Q4: 101,624 shares; 2026Q1: 108,361 shares; 2026Q2: 115,200 shares; 2026Q3: 110,577 shares 110,577 $870K 0.02% -4,623 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380 shares; 2026Q2: 428 shares; 2026Q3: 499 shares 499 $868K 0.02% +71 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,310 shares; 2025Q1: 17,767 shares; 2025Q2: 17,886 shares; 2025Q3: 18,569 shares; 2025Q4: 16,545 shares; 2026Q1: 15,612 shares; 2026Q2: 15,201 shares; 2026Q3: 19,653 shares 19,653 $865K 0.02% +4,452 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 224,184 shares; 2025Q1: 151,847 shares; 2025Q2: 140,343 shares; 2025Q3: 136,399 shares; 2025Q4: 98,256 shares; 2026Q1: 100,579 shares; 2026Q2: 101,024 shares; 2026Q3: 35,281 shares 35,281 $862K 0.02% -65,743 Timeline