IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642,814 shares; 2024Q4: 4,663,212 shares; 2025Q1: 3,994,075 shares; 2025Q2: 3,024,929 shares; 2025Q3: 3,065,138 shares; 2025Q4: 3,152,922 shares; 2026Q1: 1,209,124 shares; 2026Q2: 2,008,278 shares 2,008,278 $1.5B 7.2% +799,154 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,479,567 shares; 2024Q4: 32,186,775 shares; 2025Q1: 27,793,536 shares; 2025Q2: 26,334,834 shares; 2025Q3: 26,768,520 shares; 2025Q4: 26,792,150 shares; 2026Q1: 24,916,499 shares; 2026Q2: 24,743,201 shares 24,743,201 $1.14B 5.47% -173,298 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,243,988 shares; 2024Q4: 5,365,087 shares; 2025Q1: 5,124,012 shares; 2025Q2: 5,027,841 shares; 2025Q3: 4,793,792 shares; 2025Q4: 4,754,627 shares; 2026Q1: 4,738,488 shares; 2026Q2: 3,635,042 shares 3,635,042 $1.06B 5.05% -1,103,446 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,768,114 shares; 2024Q4: 21,442,516 shares; 2025Q1: 16,172,047 shares; 2025Q2: 14,044,456 shares; 2025Q3: 12,103,838 shares; 2025Q4: 12,467,587 shares; 2026Q1: 12,537,350 shares; 2026Q2: 16,937,298 shares 16,937,298 $782M 3.74% +4,399,948 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,854,915 shares; 2024Q4: 6,167,862 shares; 2025Q1: 6,271,190 shares; 2025Q2: 6,568,250 shares; 2025Q3: 6,238,637 shares; 2025Q4: 6,332,301 shares; 2026Q1: 6,295,603 shares; 2026Q2: 4,907,301 shares 4,907,301 $516M 2.47% -1,388,302 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,992,230 shares; 2024Q4: 5,855,956 shares; 2025Q1: 4,474,738 shares; 2025Q2: 3,746,387 shares; 2025Q3: 3,551,332 shares; 2025Q4: 3,698,611 shares; 2026Q1: 3,653,783 shares; 2026Q2: 3,569,833 shares 3,569,833 $491M 2.35% -83,950 Timeline DFAL DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,728,917 shares 9,728,917 $490M 2.34% new Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,552,710 shares; 2024Q4: 19,075,278 shares; 2025Q1: 16,185,707 shares; 2025Q2: 15,180,772 shares; 2025Q3: 13,303,948 shares; 2025Q4: 13,359,462 shares; 2026Q1: 12,147,990 shares; 2026Q2: 12,154,559 shares 12,154,559 $471M 2.25% +6,569 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,337,598 shares; 2024Q4: 17,978,057 shares; 2025Q1: 16,044,766 shares; 2025Q2: 15,311,688 shares; 2025Q3: 16,147,472 shares; 2025Q4: 16,305,253 shares; 2026Q1: 15,315,658 shares; 2026Q2: 15,469,678 shares 15,469,678 $455M 2.18% +154,020 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,925,572 shares; 2024Q4: 9,718,066 shares; 2025Q1: 7,163,492 shares; 2025Q2: 6,669,338 shares; 2025Q3: 7,862,403 shares; 2025Q4: 8,261,259 shares; 2026Q1: 6,570,020 shares; 2026Q2: 6,665,461 shares 6,665,461 $453M 2.17% +95,441 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,823,373 shares; 2024Q4: 3,884,250 shares; 2025Q1: 3,944,685 shares; 2025Q2: 2,775,076 shares; 2025Q3: 2,823,287 shares; 2025Q4: 2,856,534 shares; 2026Q1: 2,782,303 shares; 2026Q2: 2,522,416 shares 2,522,416 $415M 1.99% -259,887 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478,333 shares; 2024Q4: 1,527,973 shares; 2025Q1: 1,689,028 shares; 2025Q2: 1,715,649 shares; 2025Q3: 1,723,476 shares; 2025Q4: 2,540,243 shares; 2026Q1: 2,148,592 shares; 2026Q2: 1,728,446 shares 1,728,446 $392M 1.88% -420,146 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,259,934 shares; 2024Q4: 8,036,066 shares; 2025Q1: 8,877,389 shares; 2025Q2: 10,924,248 shares; 2025Q3: 11,416,870 shares; 2025Q4: 12,804,813 shares; 2026Q1: 5,901,117 shares; 2026Q2: 4,131,673 shares 4,131,673 $342M 1.64% -1,769,444 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,518 shares; 2024Q4: 317,504 shares; 2025Q1: 243,590 shares; 2025Q2: 292,259 shares; 2025Q3: 378,456 shares; 2025Q4: 403,527 shares; 2026Q1: 369,712 shares; 2026Q2: 416,956 shares 416,956 $311M 1.49% +47,244 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,284,425 shares; 2024Q4: 15,636,699 shares; 2025Q1: 9,044,309 shares; 2025Q2: 8,802,068 shares; 2025Q3: 8,798,851 shares; 2025Q4: 8,904,224 shares; 2026Q1: 2,883,498 shares; 2026Q2: 3,139,054 shares 3,139,054 $303M 1.45% +255,556 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,189,223 shares; 2025Q3: 5,278,296 shares; 2025Q4: 5,520,465 shares; 2026Q1: 5,585,010 shares; 2026Q2: 4,637,181 shares 4,637,181 $244M 1.17% -947,829 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,525,467 shares; 2024Q4: 4,234,850 shares; 2025Q1: 1,652,600 shares; 2025Q2: 1,504,110 shares; 2025Q3: 225,727 shares; 2025Q4: 115,588 shares; 2026Q1: 1,839,954 shares; 2026Q2: 1,892,107 shares 1,892,107 $235M 1.13% +52,153 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880,352 shares; 2024Q4: 922,037 shares; 2025Q1: 2,089,464 shares; 2025Q2: 2,450,832 shares; 2025Q3: 2,233,141 shares; 2025Q4: 2,274,092 shares; 2026Q1: 3,008,428 shares; 2026Q2: 2,288,353 shares 2,288,353 $230M 1.1% -720,075 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,845,980 shares; 2024Q4: 16,681,363 shares; 2025Q1: 16,866,256 shares; 2025Q2: 18,959,615 shares; 2025Q3: 7,471,419 shares; 2025Q4: 7,767,348 shares; 2026Q1: 3,057,730 shares; 2026Q2: 2,184,657 shares 2,184,657 $216M 1.03% -873,073 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,414,168 shares; 2024Q4: 10,506,588 shares; 2025Q1: 9,880,335 shares; 2025Q2: 9,035,690 shares; 2025Q3: 9,775,154 shares; 2025Q4: 10,216,629 shares; 2026Q1: 4,041,545 shares; 2026Q2: 4,156,520 shares 4,156,520 $201M 0.96% +114,975 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,024,334 shares; 2024Q4: 3,286,521 shares; 2025Q1: 2,081,712 shares; 2025Q2: 1,887,625 shares; 2025Q3: 1,896,494 shares; 2025Q4: 2,003,307 shares; 2026Q1: 1,930,735 shares; 2026Q2: 2,119,612 shares 2,119,612 $200M 0.96% +188,877 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171,590 shares; 2024Q4: 1,195,005 shares; 2025Q1: 1,056,345 shares; 2025Q2: 1,182,310 shares; 2025Q3: 1,205,817 shares; 2025Q4: 1,262,561 shares; 2026Q1: 934,480 shares; 2026Q2: 997,308 shares 997,308 $200M 0.95% +62,828 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491,502 shares; 2024Q4: 1,881,474 shares; 2025Q1: 1,833,962 shares; 2025Q2: 1,604,455 shares; 2025Q3: 1,821,506 shares; 2025Q4: 1,881,084 shares; 2026Q1: 1,647,589 shares; 2026Q2: 1,352,671 shares 1,352,671 $198M 0.95% -294,918 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798,504 shares; 2024Q4: 875,674 shares; 2025Q1: 764,653 shares; 2025Q2: 778,438 shares; 2025Q3: 764,465 shares; 2025Q4: 823,738 shares; 2026Q1: 626,856 shares; 2026Q2: 683,492 shares 683,492 $198M 0.95% +56,636 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445,731 shares; 2024Q4: 1,485,968 shares; 2025Q1: 1,057,451 shares; 2025Q2: 1,260,256 shares; 2025Q3: 1,311,140 shares; 2025Q4: 1,429,153 shares; 2026Q1: 7,965,762 shares; 2026Q2: 8,583,212 shares 8,583,212 $196M 0.94% +617,450 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099,651 shares; 2024Q4: 2,094,533 shares; 2025Q1: 1,821,789 shares; 2025Q2: 1,815,609 shares; 2025Q3: 1,824,955 shares; 2025Q4: 1,859,900 shares; 2026Q1: 275,452 shares; 2026Q2: 276,737 shares 276,737 $190M 0.91% +1,285 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,016 shares; 2024Q4: 689,435 shares; 2025Q1: 506,044 shares; 2025Q2: 474,901 shares; 2025Q3: 464,403 shares; 2025Q4: 721,042 shares; 2026Q1: 706,374 shares; 2026Q2: 548,612 shares 548,612 $188M 0.9% -157,762 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990,040 shares; 2024Q4: 962,533 shares; 2025Q1: 634,954 shares; 2025Q2: 579,864 shares; 2025Q3: 561,925 shares; 2025Q4: 578,222 shares; 2026Q1: 496,591 shares; 2026Q2: 504,889 shares 504,889 $187M 0.89% +8,298 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,677 shares; 2024Q4: 6,677 shares; 2025Q1: 6,677 shares; 2025Q2: 6,677 shares; 2025Q3: 6,677 shares; 2025Q4: 6,521 shares; 2026Q1: 3,304,392 shares; 2026Q2: 3,426,293 shares 3,426,293 $173M 0.83% +121,901 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,566,002 shares; 2024Q4: 13,830,636 shares; 2025Q1: 12,998,087 shares; 2025Q2: 11,789,506 shares; 2025Q3: 11,854,360 shares; 2025Q4: 12,029,160 shares; 2026Q1: 2,289,350 shares; 2026Q2: 2,337,029 shares 2,337,029 $167M 0.8% +47,679 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,526,940 shares; 2024Q4: 1,654,622 shares; 2025Q1: 1,748,015 shares; 2025Q2: 1,907,224 shares; 2025Q3: 1,969,985 shares; 2025Q4: 2,038,665 shares; 2026Q1: 2,244,861 shares; 2026Q2: 2,435,953 shares 2,435,953 $158M 0.76% +191,092 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,439 shares; 2026Q2: 4,199,757 shares 4,199,757 $154M 0.74% +4,181,318 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,023,371 shares 5,023,371 $141M 0.67% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,945,092 shares; 2026Q2: 4,426,641 shares 4,426,641 $141M 0.67% +481,549 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,855,811 shares; 2024Q4: 10,428,733 shares; 2025Q1: 7,215,183 shares; 2025Q2: 8,959,087 shares; 2025Q3: 7,814,251 shares; 2025Q4: 7,400,273 shares; 2026Q1: 4,243,307 shares; 2026Q2: 1,783,999 shares 1,783,999 $137M 0.65% -2,459,308 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,302,500 shares; 2024Q4: 4,832,344 shares; 2025Q1: 4,321,504 shares; 2025Q2: 4,877,240 shares; 2025Q3: 1,658,407 shares; 2025Q4: 1,753,361 shares; 2026Q1: 1,175,348 shares; 2026Q2: 1,242,985 shares 1,242,985 $134M 0.64% +67,637 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 288,160 shares; 2025Q2: 4,590,625 shares; 2025Q3: 4,540,276 shares; 2025Q4: 4,775,272 shares; 2026Q1: 4,706,059 shares; 2026Q2: 3,040,944 shares 3,040,944 $131M 0.63% -1,665,115 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,353 shares; 2024Q4: 552,911 shares; 2025Q1: 455,878 shares; 2025Q2: 473,560 shares; 2025Q3: 466,147 shares; 2025Q4: 476,362 shares; 2026Q1: 320,661 shares; 2026Q2: 346,475 shares 346,475 $129M 0.62% +25,814 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574,725 shares; 2024Q4: 632,355 shares; 2025Q1: 530,972 shares; 2025Q2: 550,839 shares; 2025Q3: 553,350 shares; 2025Q4: 628,856 shares; 2026Q1: 455,333 shares; 2026Q2: 517,750 shares 517,750 $123M 0.59% +62,417 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,903,101 shares; 2025Q2: 2,931,693 shares; 2025Q3: 3,525,606 shares; 2025Q4: 3,571,543 shares; 2026Q1: 3,300,184 shares; 2026Q2: 3,308,950 shares 3,308,950 $116M 0.55% +8,766 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,260,581 shares 2,260,581 $114M 0.54% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,063,313 shares; 2024Q4: 2,228,843 shares; 2025Q1: 3,284,240 shares; 2025Q2: 1,737,287 shares; 2025Q3: 2,141,699 shares; 2025Q4: 2,658,878 shares; 2026Q1: 2,437,302 shares; 2026Q2: 2,202,100 shares 2,202,100 $111M 0.53% -235,202 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040,869 shares; 2024Q4: 2,314,948 shares; 2025Q1: 2,467,664 shares; 2025Q2: 1,985,172 shares; 2025Q3: 2,104,367 shares; 2025Q4: 2,162,944 shares; 2026Q1: 1,885,529 shares; 2026Q2: 2,123,055 shares 2,123,055 $110M 0.53% +237,526 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163,397 shares; 2024Q4: 1,122,888 shares; 2025Q1: 933,568 shares; 2025Q2: 649,083 shares; 2025Q3: 633,514 shares; 2025Q4: 659,149 shares; 2026Q1: 478,310 shares; 2026Q2: 487,653 shares 487,653 $106M 0.51% +9,343 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,280,126 shares; 2024Q4: 2,262,290 shares; 2025Q1: 1,682,746 shares; 2025Q2: 1,503,064 shares; 2025Q3: 1,478,987 shares; 2025Q4: 1,502,638 shares; 2026Q1: 1,167,418 shares; 2026Q2: 1,193,241 shares 1,193,241 $102M 0.49% +25,823 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,246,684 shares; 2024Q4: 2,262,544 shares; 2025Q1: 1,679,931 shares; 2025Q2: 1,470,537 shares; 2025Q3: 1,433,532 shares; 2025Q4: 1,515,588 shares; 2026Q1: 1,319,664 shares; 2026Q2: 1,345,741 shares 1,345,741 $98.8M 0.47% +26,077 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,033 shares; 2024Q4: 187,238 shares; 2025Q1: 185,444 shares; 2025Q2: 182,014 shares; 2025Q3: 155,760 shares; 2025Q4: 155,636 shares; 2026Q1: 159,373 shares; 2026Q2: 851,824 shares 851,824 $90.4M 0.43% +692,451 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,522,818 shares; 2024Q4: 2,511,037 shares; 2025Q1: 2,476,842 shares; 2025Q2: 3,500,821 shares; 2025Q3: 1,777,330 shares; 2025Q4: 2,646,521 shares; 2026Q1: 3,721,954 shares; 2026Q2: 3,494,333 shares 3,494,333 $89.6M 0.43% -227,621 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,536 shares; 2024Q4: 285,460 shares; 2025Q1: 217,542 shares; 2025Q2: 240,924 shares; 2025Q3: 244,162 shares; 2025Q4: 273,625 shares; 2026Q1: 207,929 shares; 2026Q2: 227,394 shares 227,394 $85.9M 0.41% +19,465 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,521 shares; 2024Q4: 335,022 shares; 2025Q1: 305,395 shares; 2025Q2: 182,351 shares; 2025Q3: 182,329 shares; 2025Q4: 197,979 shares; 2026Q1: 153,900 shares; 2026Q2: 949,202 shares 949,202 $81.8M 0.39% +795,302 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,726,754 shares; 2024Q4: 3,855,706 shares; 2025Q1: 3,108,501 shares; 2025Q2: 2,886,304 shares; 2025Q3: 3,122,600 shares; 2025Q4: 3,273,539 shares; 2026Q1: 3,089,868 shares; 2026Q2: 3,210,089 shares 3,210,089 $80.4M 0.38% +120,221 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439,140 shares; 2024Q4: 468,443 shares; 2025Q1: 396,129 shares; 2025Q2: 432,033 shares; 2025Q3: 368,500 shares; 2025Q4: 394,579 shares; 2026Q1: 200,902 shares; 2026Q2: 220,700 shares 220,700 $78.9M 0.38% +19,798 Timeline GSUS 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; 2024Q3: 591,897 shares; 2024Q4: 625,731 shares; 2025Q1: 478,033 shares; 2025Q2: 458,939 shares; 2025Q3: 491,846 shares; 2025Q4: 616,858 shares; 2026Q1: 730,250 shares; 2026Q2: 758,721 shares 758,721 $78.2M 0.37% +28,471 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,676 shares; 2024Q4: 255,087 shares; 2025Q1: 209,677 shares; 2025Q2: 236,111 shares; 2025Q3: 237,613 shares; 2025Q4: 235,949 shares; 2026Q1: 201,151 shares; 2026Q2: 219,739 shares 219,739 $77.6M 0.37% +18,588 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,413,757 shares; 2024Q4: 4,597,743 shares; 2025Q1: 4,626,760 shares; 2025Q2: 4,311,017 shares; 2025Q3: 4,253,906 shares; 2025Q4: 4,449,447 shares; 2026Q1: 883,412 shares; 2026Q2: 939,116 shares 939,116 $73.2M 0.35% +55,704 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,537 shares; 2024Q4: 107,990 shares; 2025Q1: 100,596 shares; 2025Q2: 607,046 shares; 2025Q3: 573,716 shares; 2025Q4: 584,971 shares; 2026Q1: 540,480 shares; 2026Q2: 545,414 shares 545,414 $68M 0.33% +4,934 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,332 shares; 2024Q4: 153,742 shares; 2025Q1: 133,553 shares; 2025Q2: 146,148 shares; 2025Q3: 148,798 shares; 2025Q4: 164,799 shares; 2026Q1: 112,373 shares; 2026Q2: 119,557 shares 119,557 $67.3M 0.32% +7,184 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511,750 shares; 2024Q4: 1,451,306 shares; 2025Q1: 1,113,928 shares; 2025Q2: 1,013,142 shares; 2025Q3: 953,820 shares; 2025Q4: 944,913 shares; 2026Q1: 843,617 shares; 2026Q2: 803,987 shares 803,987 $64.4M 0.31% -39,630 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,561,427 shares; 2024Q4: 5,751,260 shares; 2025Q1: 5,764,071 shares; 2025Q2: 5,144,239 shares; 2025Q3: 5,151,493 shares; 2025Q4: 5,269,272 shares; 2026Q1: 1,033,930 shares; 2026Q2: 1,060,302 shares 1,060,302 $63.3M 0.3% +26,372 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637,525 shares; 2024Q4: 2,230,371 shares; 2025Q1: 907,116 shares; 2025Q2: 494,047 shares; 2025Q3: 469,324 shares; 2025Q4: 494,007 shares; 2026Q1: 23,401 shares; 2026Q2: 685,649 shares 685,649 $59.3M 0.28% +662,248 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,485 shares; 2024Q4: 478,806 shares; 2025Q1: 209,133 shares; 2025Q2: 286,860 shares; 2025Q3: 439,650 shares; 2025Q4: 254,753 shares; 2026Q1: 205,335 shares; 2026Q2: 593,914 shares 593,914 $57.2M 0.27% +388,579 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,742 shares; 2024Q4: 385,016 shares; 2025Q1: 206,018 shares; 2025Q2: 221,919 shares; 2025Q3: 208,043 shares; 2025Q4: 233,506 shares; 2026Q1: 278,390 shares; 2026Q2: 595,640 shares 595,640 $56.3M 0.27% +317,250 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709,496 shares; 2024Q4: 757,692 shares; 2025Q1: 541,691 shares; 2025Q2: 567,592 shares; 2025Q3: 1,254,850 shares; 2025Q4: 1,177,323 shares; 2026Q1: 1,137,153 shares; 2026Q2: 976,262 shares 976,262 $56.3M 0.27% -160,891 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,778 shares; 2024Q4: 331,875 shares; 2025Q1: 248,627 shares; 2025Q2: 255,261 shares; 2025Q3: 244,053 shares; 2025Q4: 272,424 shares; 2026Q1: 182,397 shares; 2026Q2: 164,847 shares 164,847 $53.9M 0.26% -17,550 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,517 shares; 2024Q4: 504,724 shares; 2025Q1: 299,362 shares; 2025Q2: 271,912 shares; 2025Q3: 369,798 shares; 2025Q4: 333,501 shares; 2026Q1: 330,863 shares; 2026Q2: 328,566 shares 328,566 $53.8M 0.26% -2,297 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681,856 shares; 2024Q4: 2,768,318 shares; 2025Q1: 1,796,120 shares; 2025Q2: 1,603,479 shares; 2025Q3: 1,759,358 shares; 2025Q4: 1,952,024 shares; 2026Q1: 1,728,880 shares; 2026Q2: 1,573,141 shares 1,573,141 $53.2M 0.25% -155,739 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,843 shares; 2024Q4: 182,295 shares; 2025Q1: 152,425 shares; 2025Q2: 161,916 shares; 2025Q3: 139,234 shares; 2025Q4: 151,513 shares; 2026Q1: 126,208 shares; 2026Q2: 153,432 shares 153,432 $52.6M 0.25% +27,224 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833,614 shares; 2024Q4: 866,245 shares; 2025Q1: 919,992 shares; 2025Q2: 839,143 shares; 2025Q3: 788,982 shares; 2025Q4: 736,717 shares; 2026Q1: 844,212 shares; 2026Q2: 1,061,035 shares 1,061,035 $50.3M 0.24% +216,823 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,127 shares; 2024Q4: 47,311 shares; 2025Q1: 44,293 shares; 2025Q2: 38,259 shares; 2025Q3: 46,128 shares; 2025Q4: 56,034 shares; 2026Q1: 38,713 shares; 2026Q2: 41,689 shares 41,689 $50M 0.24% +2,976 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,425,584 shares; 2024Q4: 996,088 shares; 2025Q1: 1,369,502 shares; 2025Q2: 849,048 shares; 2025Q3: 267,894 shares; 2025Q4: 1,535,570 shares; 2026Q1: 1,721,135 shares; 2026Q2: 1,870,472 shares 1,870,472 $49.1M 0.23% +149,337 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,019,291 shares; 2024Q4: 3,210,143 shares; 2025Q1: 2,386,201 shares; 2025Q2: 2,304,249 shares; 2025Q3: 2,517,582 shares; 2025Q4: 2,734,939 shares; 2026Q1: 2,323,420 shares; 2026Q2: 917,830 shares 917,830 $48M 0.23% -1,405,590 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130,384 shares; 2025Q1: 153,355 shares; 2025Q2: 154,694 shares; 2025Q3: 159,762 shares; 2025Q4: 132,491 shares; 2026Q1: 113,081 shares; 2026Q2: 108,335 shares 108,335 $46.9M 0.22% -4,746 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,478 shares; 2024Q4: 99,596 shares; 2025Q1: 97,027 shares; 2025Q2: 90,067 shares; 2025Q3: 90,898 shares; 2025Q4: 110,117 shares; 2026Q1: 110,098 shares; 2026Q2: 126,963 shares 126,963 $46.8M 0.22% +16,865 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,533 shares; 2024Q4: 228,141 shares; 2025Q1: 214,659 shares; 2025Q2: 174,860 shares; 2025Q3: 157,372 shares; 2025Q4: 204,201 shares; 2026Q1: 146,636 shares; 2026Q2: 113,304 shares 113,304 $46.4M 0.22% -33,332 Timeline GCOR 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; 2024Q3: 506,555 shares; 2024Q4: 532,031 shares; 2025Q1: 370,048 shares; 2025Q2: 561,092 shares; 2025Q3: 624,385 shares; 2025Q4: 772,682 shares; 2026Q1: 1,020,222 shares; 2026Q2: 1,125,737 shares 1,125,737 $46.3M 0.22% +105,515 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,334 shares; 2024Q4: 23,716 shares; 2025Q1: 65,927 shares; 2025Q2: 58,045 shares; 2025Q3: 63,814 shares; 2025Q4: 44,722 shares; 2026Q1: 9,487 shares; 2026Q2: 39,606 shares 39,606 $45.7M 0.22% +30,119 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,574 shares; 2024Q4: 83,568 shares; 2025Q1: 77,295 shares; 2025Q2: 89,256 shares; 2025Q3: 95,926 shares; 2025Q4: 91,209 shares; 2026Q1: 86,988 shares; 2026Q2: 62,962 shares 62,962 $45.5M 0.22% -24,026 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617,245 shares; 2024Q4: 566,551 shares; 2025Q1: 445,608 shares; 2025Q2: 393,667 shares; 2025Q3: 368,274 shares; 2025Q4: 363,817 shares; 2026Q1: 326,059 shares; 2026Q2: 318,940 shares 318,940 $45.4M 0.22% -7,119 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 816,931 shares; 2026Q2: 883,578 shares 883,578 $45.3M 0.22% +66,647 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,411 shares; 2025Q1: 940,766 shares; 2025Q2: 814,348 shares; 2025Q3: 1,184,912 shares; 2025Q4: 1,065,337 shares; 2026Q1: 1,188,939 shares; 2026Q2: 1,342,660 shares 1,342,660 $44.9M 0.21% +153,721 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,020 shares; 2024Q4: 1,118,460 shares; 2025Q1: 1,663,205 shares; 2025Q2: 1,124,241 shares; 2025Q3: 1,707,152 shares; 2025Q4: 1,721,476 shares; 2026Q1: 547,969 shares; 2026Q2: 575,894 shares 575,894 $43.5M 0.21% +27,925 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509,312 shares; 2024Q4: 508,955 shares; 2025Q1: 470,643 shares; 2025Q2: 401,840 shares; 2025Q3: 375,378 shares; 2025Q4: 382,617 shares; 2026Q1: 320,878 shares; 2026Q2: 292,781 shares 292,781 $43.4M 0.21% -28,097 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,287 shares; 2025Q2: 48,562 shares; 2025Q3: 491,750 shares; 2025Q4: 532,424 shares; 2026Q1: 534,429 shares; 2026Q2: 553,912 shares 553,912 $42.8M 0.2% +19,483 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,234 shares; 2024Q4: 104,055 shares; 2025Q1: 81,313 shares; 2025Q2: 97,926 shares; 2025Q3: 101,283 shares; 2025Q4: 111,669 shares; 2026Q1: 92,700 shares; 2026Q2: 99,244 shares 99,244 $41.7M 0.2% +6,544 Timeline GBND 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 738,917 shares 738,917 $37.4M 0.18% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538,342 shares; 2024Q4: 530,922 shares; 2025Q1: 435,455 shares; 2025Q2: 434,828 shares; 2025Q3: 418,231 shares; 2025Q4: 426,817 shares; 2026Q1: 291,732 shares; 2026Q2: 315,508 shares 315,508 $37.1M 0.18% +23,776 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761,242 shares; 2024Q4: 748,268 shares; 2025Q1: 764,513 shares; 2025Q2: 3,014,612 shares; 2025Q3: 3,061,332 shares; 2025Q4: 3,109,825 shares; 2026Q1: 202,159 shares; 2026Q2: 302,916 shares 302,916 $36.8M 0.18% +100,757 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; 2024Q3: 698,810 shares; 2024Q4: 719,045 shares; 2025Q1: 461,380 shares; 2025Q2: 446,034 shares; 2025Q3: 436,942 shares; 2025Q4: 480,415 shares; 2026Q1: 621,463 shares; 2026Q2: 800,098 shares 800,098 $36.6M 0.17% +178,635 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,154,873 shares; 2024Q4: 2,240,007 shares; 2025Q1: 2,338,550 shares; 2025Q2: 2,190,464 shares; 2025Q3: 2,153,162 shares; 2025Q4: 2,246,991 shares; 2026Q1: 450,631 shares; 2026Q2: 470,818 shares 470,818 $36.1M 0.17% +20,187 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,676,828 shares; 2024Q4: 2,532,070 shares; 2025Q1: 1,899,131 shares; 2025Q2: 1,909,893 shares; 2025Q3: 2,089,194 shares; 2025Q4: 2,119,098 shares; 2026Q1: 2,158,124 shares; 2026Q2: 1,555,509 shares 1,555,509 $36M 0.17% -602,615 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,445 shares; 2024Q4: 51,659 shares; 2025Q1: 60,933 shares; 2025Q2: 58,156 shares; 2025Q3: 47,910 shares; 2025Q4: 835,570 shares; 2026Q1: 986,785 shares; 2026Q2: 1,244,488 shares 1,244,488 $35.3M 0.17% +257,703 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,359,117 shares; 2024Q4: 1,507,637 shares; 2025Q1: 1,188,627 shares; 2025Q2: 770,227 shares; 2025Q3: 525,332 shares; 2025Q4: 525,690 shares; 2026Q1: 518,560 shares; 2026Q2: 504,269 shares 504,269 $35M 0.17% -14,291 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,142 shares; 2024Q4: 360,572 shares; 2025Q1: 369,053 shares; 2025Q2: 398,243 shares; 2025Q3: 413,728 shares; 2025Q4: 434,830 shares; 2026Q1: 477,927 shares; 2026Q2: 516,571 shares 516,571 $34.9M 0.17% +38,644 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,839,828 shares; 2024Q4: 3,898,004 shares; 2025Q1: 3,857,241 shares; 2025Q2: 3,546,904 shares; 2025Q3: 3,594,348 shares; 2025Q4: 3,745,032 shares; 2026Q1: 722,987 shares; 2026Q2: 742,284 shares 742,284 $34.7M 0.17% +19,297 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,669 shares; 2024Q4: 284,205 shares; 2025Q1: 260,606 shares; 2025Q2: 283,832 shares; 2025Q3: 212,750 shares; 2025Q4: 269,143 shares; 2026Q1: 222,997 shares; 2026Q2: 253,420 shares 253,420 $34.6M 0.17% +30,423 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; 2024Q3: 141,047 shares; 2024Q4: 136,966 shares; 2025Q1: 106,553 shares; 2025Q2: 105,293 shares; 2025Q3: 115,711 shares; 2025Q4: 140,700 shares; 2026Q1: 182,987 shares; 2026Q2: 240,491 shares 240,491 $34.1M 0.16% +57,504 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,150 shares; 2024Q4: 457,456 shares; 2025Q1: 375,799 shares; 2025Q2: 328,023 shares; 2025Q3: 396,506 shares; 2025Q4: 412,643 shares; 2026Q1: 327,885 shares; 2026Q2: 309,351 shares 309,351 $33.7M 0.16% -18,534 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313,911 shares; 2024Q4: 2,347,498 shares; 2025Q1: 2,394,855 shares; 2025Q2: 2,255,479 shares; 2025Q3: 2,272,973 shares; 2025Q4: 2,379,624 shares; 2026Q1: 458,611 shares; 2026Q2: 478,824 shares 478,824 $33M 0.16% +20,213 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570,225 shares; 2024Q4: 552,093 shares; 2025Q1: 540,535 shares; 2025Q2: 495,406 shares; 2025Q3: 419,020 shares; 2025Q4: 424,788 shares; 2026Q1: 348,047 shares; 2026Q2: 386,084 shares 386,084 $32.3M 0.15% +38,037 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922,504 shares; 2025Q4: 1,002,703 shares; 2026Q1: 1,109,940 shares; 2026Q2: 1,153,632 shares 1,153,632 $32M 0.15% +43,692 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,398 shares; 2024Q4: 495,158 shares; 2025Q1: 651,372 shares; 2025Q2: 616,527 shares; 2025Q3: 616,694 shares; 2025Q4: 628,580 shares; 2026Q1: 620,262 shares; 2026Q2: 605,628 shares 605,628 $31.7M 0.15% -14,634 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,189 shares; 2024Q4: 78,223 shares; 2025Q1: 82,209 shares; 2025Q2: 70,247 shares; 2025Q3: 63,633 shares; 2025Q4: 68,806 shares; 2026Q1: 60,264 shares; 2026Q2: 253,464 shares 253,464 $31.5M 0.15% +193,200 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,042 shares; 2024Q4: 74,528 shares; 2025Q1: 67,918 shares; 2025Q2: 77,062 shares; 2025Q3: 81,332 shares; 2025Q4: 86,335 shares; 2026Q1: 65,659 shares; 2026Q2: 69,297 shares 69,297 $29.5M 0.14% +3,638 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,244 shares; 2024Q4: 82,214 shares; 2025Q1: 58,583 shares; 2025Q2: 60,281 shares; 2025Q3: 147,459 shares; 2025Q4: 149,369 shares; 2026Q1: 148,693 shares; 2026Q2: 163,617 shares 163,617 $28.8M 0.14% +14,924 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,173 shares; 2024Q4: 451,422 shares; 2025Q1: 477,749 shares; 2025Q2: 512,248 shares; 2025Q3: 527,155 shares; 2025Q4: 545,696 shares; 2026Q1: 590,373 shares; 2026Q2: 633,085 shares 633,085 $27.7M 0.13% +42,712 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,207,312 shares; 2024Q4: 3,218,965 shares; 2025Q1: 2,556,712 shares; 2025Q2: 2,398,080 shares; 2025Q3: 1,905,416 shares; 2025Q4: 1,093,491 shares; 2026Q1: 1,014,939 shares; 2026Q2: 124,359 shares 124,359 $27.3M 0.13% -890,580 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; 2024Q3: 285,378 shares; 2024Q4: 999,509 shares; 2025Q1: 1,039,264 shares; 2025Q2: 1,125,858 shares; 2025Q3: 1,145,928 shares; 2025Q4: 1,186,424 shares; 2026Q1: 1,165,603 shares; 2026Q2: 774,931 shares 774,931 $27M 0.13% -390,672 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,596 shares; 2024Q4: 214,938 shares; 2025Q1: 255,537 shares; 2025Q2: 189,666 shares; 2025Q3: 196,434 shares; 2025Q4: 348,640 shares; 2026Q1: 362,748 shares; 2026Q2: 325,230 shares 325,230 $26.9M 0.13% -37,518 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,489 shares; 2024Q4: 114,434 shares; 2025Q1: 227,177 shares; 2025Q2: 288,324 shares; 2025Q3: 328,580 shares; 2025Q4: 339,371 shares; 2026Q1: 398,720 shares; 2026Q2: 371,057 shares 371,057 $26.7M 0.13% -27,663 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,559 shares; 2024Q4: 209,699 shares; 2025Q1: 172,401 shares; 2025Q2: 166,511 shares; 2025Q3: 132,325 shares; 2025Q4: 156,843 shares; 2026Q1: 148,530 shares; 2026Q2: 175,489 shares 175,489 $25.7M 0.12% +26,959 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,030 shares; 2024Q4: 192,617 shares; 2025Q1: 165,858 shares; 2025Q2: 137,110 shares; 2025Q3: 129,879 shares; 2025Q4: 147,762 shares; 2026Q1: 210,438 shares; 2026Q2: 202,714 shares 202,714 $25.7M 0.12% -7,724 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518,169 shares; 2024Q4: 617,916 shares; 2025Q1: 628,288 shares; 2025Q2: 518,912 shares; 2025Q3: 488,339 shares; 2025Q4: 507,503 shares; 2026Q1: 330,567 shares; 2026Q2: 322,024 shares 322,024 $24.8M 0.12% -8,543 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,543 shares; 2024Q4: 42,594 shares; 2025Q1: 36,001 shares; 2025Q2: 44,176 shares; 2025Q3: 42,041 shares; 2025Q4: 439,404 shares; 2026Q1: 316,155 shares; 2026Q2: 340,601 shares 340,601 $24.3M 0.12% +24,446 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289,099 shares; 2026Q1: 305,295 shares; 2026Q2: 597,385 shares 597,385 $24M 0.11% +292,090 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,157 shares; 2024Q4: 260,218 shares; 2025Q1: 219,663 shares; 2025Q2: 224,229 shares; 2025Q3: 230,039 shares; 2025Q4: 222,350 shares; 2026Q1: 133,410 shares; 2026Q2: 141,372 shares 141,372 $23.4M 0.11% +7,962 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716,555 shares; 2024Q4: 708,108 shares; 2025Q1: 544,239 shares; 2025Q2: 510,844 shares; 2025Q3: 519,249 shares; 2025Q4: 630,493 shares; 2026Q1: 564,830 shares; 2026Q2: 425,195 shares 425,195 $23.3M 0.11% -139,635 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,949 shares; 2024Q4: 71,471 shares; 2025Q1: 63,994 shares; 2025Q2: 73,132 shares; 2025Q3: 76,981 shares; 2025Q4: 80,427 shares; 2026Q1: 53,910 shares; 2026Q2: 57,006 shares 57,006 $22.6M 0.11% +3,096 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,397 shares; 2024Q4: 198,677 shares; 2025Q1: 142,801 shares; 2025Q2: 129,471 shares; 2025Q3: 125,738 shares; 2025Q4: 131,452 shares; 2026Q1: 82,997 shares; 2026Q2: 89,324 shares 89,324 $22.5M 0.11% +6,327 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245,847 shares; 2026Q1: 238,196 shares; 2026Q2: 253,060 shares 253,060 $22.5M 0.11% +14,864 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,279 shares; 2024Q4: 209,921 shares; 2025Q1: 151,865 shares; 2025Q2: 121,332 shares; 2025Q3: 120,299 shares; 2025Q4: 147,301 shares; 2026Q1: 103,527 shares; 2026Q2: 92,318 shares 92,318 $22.4M 0.11% -11,209 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,554 shares; 2024Q4: 26,056 shares; 2025Q1: 15,803 shares; 2025Q2: 11,724 shares; 2025Q3: 10,784 shares; 2025Q4: 3,227 shares; 2026Q1: 1,857 shares; 2026Q2: 82,141 shares 82,141 $22.2M 0.11% +80,284 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621,756 shares; 2025Q4: 752,557 shares; 2026Q1: 785,241 shares; 2026Q2: 852,768 shares 852,768 $22.2M 0.11% +67,527 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594,386 shares; 2024Q4: 518,783 shares; 2025Q1: 535,081 shares; 2025Q2: 616,151 shares; 2025Q3: 654,153 shares; 2025Q4: 676,863 shares; 2026Q1: 653,320 shares; 2026Q2: 733,501 shares 733,501 $22.2M 0.11% +80,181 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; 2024Q3: 124,291 shares; 2024Q4: 105,606 shares; 2025Q1: 84,412 shares; 2025Q2: 93,337 shares; 2025Q3: 98,196 shares; 2025Q4: 100,491 shares; 2026Q1: 77,839 shares; 2026Q2: 80,345 shares 80,345 $21.9M 0.1% +2,506 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,102 shares; 2024Q4: 286,953 shares; 2025Q1: 276,287 shares; 2025Q2: 170,471 shares; 2025Q3: 201,145 shares; 2025Q4: 203,142 shares; 2026Q1: 200,781 shares; 2026Q2: 263,593 shares 263,593 $21.7M 0.1% +62,812 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,675 shares; 2024Q4: 175,909 shares; 2025Q1: 180,017 shares; 2025Q2: 179,519 shares; 2025Q3: 250,269 shares; 2025Q4: 254,740 shares; 2026Q1: 153,739 shares; 2026Q2: 156,316 shares 156,316 $21.2M 0.1% +2,577 Timeline BCUS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391,794 shares; 2026Q1: 474,902 shares; 2026Q2: 571,899 shares 571,899 $21.2M 0.1% +96,997 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,325 shares; 2024Q4: 221,499 shares; 2025Q1: 108,621 shares; 2025Q2: 86,266 shares; 2025Q3: 130,722 shares; 2025Q4: 130,705 shares; 2026Q1: 114,783 shares; 2026Q2: 254,998 shares 254,998 $20.9M 0.1% +140,215 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886,039 shares; 2024Q4: 885,192 shares; 2025Q1: 716,802 shares; 2025Q2: 714,574 shares; 2025Q3: 726,175 shares; 2025Q4: 738,542 shares; 2026Q1: 84,939 shares; 2026Q2: 84,670 shares 84,670 $20.8M 0.1% -269 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,929 shares; 2024Q4: 65,095 shares; 2025Q1: 52,151 shares; 2025Q2: 57,545 shares; 2025Q3: 57,779 shares; 2025Q4: 58,553 shares; 2026Q1: 50,175 shares; 2026Q2: 51,794 shares 51,794 $20.8M 0.1% +1,619 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,761 shares; 2024Q4: 310,479 shares; 2025Q1: 284,584 shares; 2025Q2: 266,871 shares; 2025Q3: 230,476 shares; 2025Q4: 237,541 shares; 2026Q1: 225,291 shares; 2026Q2: 254,949 shares 254,949 $20.7M 0.1% +29,658 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405,022 shares; 2025Q4: 666,388 shares; 2026Q1: 580,773 shares; 2026Q2: 588,537 shares 588,537 $20.7M 0.1% +7,764 Timeline GEM 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; 2024Q3: 143,149 shares; 2024Q4: 145,087 shares; 2025Q1: 131,254 shares; 2025Q2: 129,989 shares; 2025Q3: 143,502 shares; 2025Q4: 172,389 shares; 2026Q1: 216,205 shares; 2026Q2: 394,433 shares 394,433 $20.5M 0.1% +178,228 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 441,943 shares; 2025Q1: 518,027 shares; 2025Q2: 637,206 shares; 2025Q3: 700,498 shares; 2025Q4: 806,805 shares; 2026Q1: 834,102 shares; 2026Q2: 829,071 shares 829,071 $20.4M 0.1% -5,031 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577,722 shares; 2024Q4: 270,702 shares; 2025Q1: 161,072 shares; 2025Q2: 255,380 shares; 2025Q3: 211,625 shares; 2025Q4: 224,800 shares; 2026Q1: 206,148 shares; 2026Q2: 263,828 shares 263,828 $20M 0.1% +57,680 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,772 shares; 2024Q4: 333,505 shares; 2025Q1: 389,522 shares; 2025Q2: 456,825 shares; 2025Q3: 519,243 shares; 2025Q4: 563,937 shares; 2026Q1: 672,315 shares; 2026Q2: 785,292 shares 785,292 $20M 0.1% +112,977 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,288 shares; 2024Q4: 61,243 shares; 2025Q1: 59,481 shares; 2025Q2: 66,295 shares; 2025Q3: 161,319 shares; 2025Q4: 162,809 shares; 2026Q1: 163,970 shares; 2026Q2: 174,047 shares 174,047 $19.8M 0.09% +10,077 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89,848 shares; 2025Q1: 95,047 shares; 2025Q2: 174,325 shares; 2025Q3: 190,571 shares; 2025Q4: 222,268 shares; 2026Q1: 271,831 shares; 2026Q2: 568,583 shares 568,583 $19.2M 0.09% +296,752 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512,216 shares; 2024Q4: 611,765 shares; 2025Q1: 80,047 shares; 2025Q2: 54,350 shares; 2025Q3: 50,114 shares; 2025Q4: 41,832 shares; 2026Q1: 21,998 shares; 2026Q2: 768,281 shares 768,281 $19.2M 0.09% +746,283 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 835,235 shares; 2025Q2: 928,868 shares; 2025Q3: not reported; 2025Q4: 383,504 shares; 2026Q1: 599,372 shares; 2026Q2: 823,018 shares 823,018 $18.4M 0.09% +223,646 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683,232 shares; 2024Q4: 593,711 shares; 2025Q1: 494,460 shares; 2025Q2: 534,765 shares; 2025Q3: 383,958 shares; 2025Q4: 382,335 shares; 2026Q1: 536,985 shares; 2026Q2: 574,907 shares 574,907 $18.4M 0.09% +37,922 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,740 shares; 2024Q4: 146,995 shares; 2025Q1: 129,648 shares; 2025Q2: 99,829 shares; 2025Q3: 89,391 shares; 2025Q4: 105,693 shares; 2026Q1: 78,628 shares; 2026Q2: 71,666 shares 71,666 $18.2M 0.09% -6,962 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,453 shares; 2024Q4: 29,829 shares; 2025Q1: 12,883 shares; 2025Q2: 11,357 shares; 2025Q3: not reported; 2025Q4: 505,591 shares; 2026Q1: 508,271 shares; 2026Q2: 546,393 shares 546,393 $18.2M 0.09% +38,122 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622,953 shares; 2024Q4: 691,050 shares; 2025Q1: 337,425 shares; 2025Q2: 300,907 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,249 shares; 2026Q2: 214,571 shares 214,571 $18.2M 0.09% +2,322 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378,970 shares; 2026Q2: 409,627 shares 409,627 $18.1M 0.09% +30,657 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680,211 shares; 2024Q4: 757,519 shares; 2025Q1: 750,137 shares; 2025Q2: 804,720 shares; 2025Q3: 769,490 shares; 2025Q4: 772,574 shares; 2026Q1: 804,462 shares; 2026Q2: 852,054 shares 852,054 $17.8M 0.09% +47,592 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,282 shares; 2024Q4: 22,332 shares; 2025Q1: 15,919 shares; 2025Q2: 12,751 shares; 2025Q3: 10,508 shares; 2025Q4: 17,397 shares; 2026Q1: 15,192 shares; 2026Q2: 17,422 shares 17,422 $17.6M 0.08% +2,230 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,941 shares; 2024Q4: 110,205 shares; 2025Q1: 83,037 shares; 2025Q2: 95,954 shares; 2025Q3: 98,730 shares; 2025Q4: 122,518 shares; 2026Q1: 115,793 shares; 2026Q2: 127,986 shares 127,986 $17.3M 0.08% +12,193 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,842 shares; 2024Q4: 145,625 shares; 2025Q1: 124,903 shares; 2025Q2: 132,670 shares; 2025Q3: 131,254 shares; 2025Q4: 127,624 shares; 2026Q1: 44,804 shares; 2026Q2: 49,096 shares 49,096 $17.3M 0.08% +4,292 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,676 shares; 2024Q4: 140,033 shares; 2025Q1: 112,826 shares; 2025Q2: 123,845 shares; 2025Q3: 129,398 shares; 2025Q4: 130,126 shares; 2026Q1: 103,063 shares; 2026Q2: 117,271 shares 117,271 $17.2M 0.08% +14,208 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,166 shares; 2024Q4: 253,632 shares; 2025Q1: 235,340 shares; 2025Q2: 266,737 shares; 2025Q3: 279,544 shares; 2025Q4: 304,555 shares; 2026Q1: 363,433 shares; 2026Q2: 425,289 shares 425,289 $17.1M 0.08% +61,856 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 814,797 shares; 2024Q4: 1,113,302 shares; 2025Q1: 833,241 shares; 2025Q2: 828,628 shares; 2025Q3: 740,640 shares; 2025Q4: 717,778 shares; 2026Q1: 132,875 shares; 2026Q2: 143,845 shares 143,845 $17.1M 0.08% +10,970 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 5,315 shares; 2025Q1: 23,828 shares; 2025Q2: 50,488 shares; 2025Q3: 58,086 shares; 2025Q4: 58,740 shares; 2026Q1: 397,623 shares; 2026Q2: 358,788 shares 358,788 $17.1M 0.08% -38,835 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,786 shares; 2024Q4: 131,724 shares; 2025Q1: 210,351 shares; 2025Q2: 189,672 shares; 2025Q3: 187,057 shares; 2025Q4: 194,546 shares; 2026Q1: 161,614 shares; 2026Q2: 179,754 shares 179,754 $16.6M 0.08% +18,140 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,490 shares; 2024Q4: 41,194 shares; 2025Q1: 32,518 shares; 2025Q2: 34,334 shares; 2025Q3: 32,430 shares; 2025Q4: 28,138 shares; 2026Q1: 31,866 shares; 2026Q2: 32,503 shares 32,503 $16.3M 0.08% +637 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,720 shares; 2024Q4: 573,909 shares; 2025Q1: 593,754 shares; 2025Q2: 637,279 shares; 2025Q3: 661,009 shares; 2025Q4: 683,430 shares; 2026Q1: 765,915 shares; 2026Q2: 852,862 shares 852,862 $16.1M 0.08% +86,947 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,031,577 shares; 2024Q4: 4,071,476 shares; 2025Q1: 4,144,232 shares; 2025Q2: 311,511 shares; 2025Q3: 311,501 shares; 2025Q4: 325,324 shares; 2026Q1: 156,840 shares; 2026Q2: 145,294 shares 145,294 $16M 0.08% -11,546 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,424 shares; 2024Q4: 173,437 shares; 2025Q1: 159,039 shares; 2025Q2: 79,769 shares; 2025Q3: 74,692 shares; 2025Q4: 79,687 shares; 2026Q1: 48,254 shares; 2026Q2: 52,796 shares 52,796 $16M 0.08% +4,542 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823,424 shares; 2024Q4: 56,720 shares; 2025Q1: 47,734 shares; 2025Q2: 165,106 shares; 2025Q3: 177,412 shares; 2025Q4: 226,064 shares; 2026Q1: 243,999 shares; 2026Q2: 352,912 shares 352,912 $15.9M 0.08% +108,913 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,662 shares; 2024Q4: 32,869 shares; 2025Q1: 27,111 shares; 2025Q2: 30,713 shares; 2025Q3: 25,986 shares; 2025Q4: 34,113 shares; 2026Q1: 14,054 shares; 2026Q2: 16,909 shares 16,909 $15.8M 0.08% +2,855 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,016 shares; 2024Q4: 198,539 shares; 2025Q1: 143,563 shares; 2025Q2: 129,708 shares; 2025Q3: 99,596 shares; 2025Q4: 135,236 shares; 2026Q1: 132,740 shares; 2026Q2: 160,564 shares 160,564 $15.8M 0.08% +27,824 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,370 shares; 2024Q4: 12,395 shares; 2025Q1: 3,899 shares; 2025Q2: 127,222 shares; 2025Q3: 130,490 shares; 2025Q4: 126,292 shares; 2026Q1: 201,188 shares; 2026Q2: 182,423 shares 182,423 $15.8M 0.08% -18,765 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,615 shares; 2024Q4: 286,529 shares; 2025Q1: 198,886 shares; 2025Q2: 179,907 shares; 2025Q3: 186,401 shares; 2025Q4: 201,673 shares; 2026Q1: 117,508 shares; 2026Q2: 138,450 shares 138,450 $15.7M 0.08% +20,942 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 883 shares; 2025Q1: 2,198 shares; 2025Q2: 2,714 shares; 2025Q3: 2,736 shares; 2025Q4: 3,375 shares; 2026Q1: 3,357 shares; 2026Q2: 87,818 shares 87,818 $15.7M 0.07% +84,461 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,260 shares; 2024Q4: 96,953 shares; 2025Q1: 80,936 shares; 2025Q2: 62,936 shares; 2025Q3: 47,821 shares; 2025Q4: 30,027 shares; 2026Q1: 27,193 shares; 2026Q2: 31,260 shares 31,260 $15.6M 0.07% +4,067 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,584 shares; 2024Q4: 18,524 shares; 2025Q1: 16,649 shares; 2025Q2: 22,444 shares; 2025Q3: 21,095 shares; 2025Q4: 30,675 shares; 2026Q1: 28,230 shares; 2026Q2: 28,991 shares 28,991 $15.3M 0.07% +761 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,444 shares; 2024Q4: 38,059 shares; 2025Q1: 16,875 shares; 2025Q2: 17,599 shares; 2025Q3: 22,074 shares; 2025Q4: 15,068 shares; 2026Q1: 715,154 shares; 2026Q2: 626,962 shares 626,962 $14.8M 0.07% -88,192 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,466 shares; 2024Q4: 160,913 shares; 2025Q1: 133,454 shares; 2025Q2: 155,394 shares; 2025Q3: 161,807 shares; 2025Q4: 162,579 shares; 2026Q1: 132,877 shares; 2026Q2: 139,033 shares 139,033 $14.5M 0.07% +6,156 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,836 shares; 2024Q4: 42,363 shares; 2025Q1: 32,421 shares; 2025Q2: 33,671 shares; 2025Q3: 255,203 shares; 2025Q4: 291,071 shares; 2026Q1: 283,520 shares; 2026Q2: 308,405 shares 308,405 $14.4M 0.07% +24,885 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,377 shares; 2024Q4: 49,721 shares; 2025Q1: 50,004 shares; 2025Q2: 41,381 shares; 2025Q3: 45,176 shares; 2025Q4: 51,066 shares; 2026Q1: 17,989 shares; 2026Q2: 19,500 shares 19,500 $14.4M 0.07% +1,511 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,911 shares; 2024Q4: 72,600 shares; 2025Q1: 75,130 shares; 2025Q2: 101,018 shares; 2025Q3: 209,643 shares; 2025Q4: 199,607 shares; 2026Q1: 208,068 shares; 2026Q2: 222,950 shares 222,950 $14.3M 0.07% +14,882 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,297 shares; 2024Q4: 67,421 shares; 2025Q1: 46,809 shares; 2025Q2: 57,124 shares; 2025Q3: 59,589 shares; 2025Q4: 72,534 shares; 2026Q1: 60,320 shares; 2026Q2: 63,948 shares 63,948 $14.1M 0.07% +3,628 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,284 shares; 2024Q4: 460,788 shares; 2025Q1: 406,863 shares; 2025Q2: 384,028 shares; 2025Q3: 370,095 shares; 2025Q4: 372,030 shares; 2026Q1: 346,387 shares; 2026Q2: 349,826 shares 349,826 $14.1M 0.07% +3,439 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,425 shares; 2024Q4: 223,187 shares; 2025Q1: 158,149 shares; 2025Q2: 130,153 shares; 2025Q3: 115,052 shares; 2025Q4: 119,959 shares; 2026Q1: 74,187 shares; 2026Q2: 77,746 shares 77,746 $14.1M 0.07% +3,559 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,669 shares; 2024Q4: 96,264 shares; 2025Q1: 56,343 shares; 2025Q2: 47,551 shares; 2025Q3: 45,649 shares; 2025Q4: 47,569 shares; 2026Q1: 26,628 shares; 2026Q2: 29,234 shares 29,234 $14M 0.07% +2,606 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,285 shares; 2025Q1: 66,451 shares; 2025Q2: 87,343 shares; 2025Q3: 97,418 shares; 2025Q4: 97,307 shares; 2026Q1: 97,391 shares; 2026Q2: 102,072 shares 102,072 $13.9M 0.07% +4,681 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,013 shares; 2024Q4: 628,996 shares; 2025Q1: 575,292 shares; 2025Q2: 450,566 shares; 2025Q3: 627,612 shares; 2025Q4: 242,869 shares; 2026Q1: 246,875 shares; 2026Q2: 151,052 shares 151,052 $13.8M 0.07% -95,823 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 276,466 shares 276,466 $13.8M 0.07% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,866 shares; 2024Q4: 210,923 shares; 2025Q1: 158,793 shares; 2025Q2: 161,198 shares; 2025Q3: 144,685 shares; 2025Q4: 149,174 shares; 2026Q1: 60,934 shares; 2026Q2: 132,355 shares 132,355 $13.7M 0.07% +71,421 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,048 shares; 2024Q4: 52,614 shares; 2025Q1: 47,107 shares; 2025Q2: 52,846 shares; 2025Q3: 50,838 shares; 2025Q4: 52,294 shares; 2026Q1: 51,510 shares; 2026Q2: 57,528 shares 57,528 $13.7M 0.07% +6,018 Timeline GIGB 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; 2024Q3: 176,927 shares; 2024Q4: 190,116 shares; 2025Q1: 187,547 shares; 2025Q2: 147,891 shares; 2025Q3: 159,304 shares; 2025Q4: 192,471 shares; 2026Q1: 258,329 shares; 2026Q2: 297,453 shares 297,453 $13.7M 0.07% +39,124 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,182 shares; 2024Q4: 151,503 shares; 2025Q1: 129,154 shares; 2025Q2: 87,966 shares; 2025Q3: 80,276 shares; 2025Q4: 92,737 shares; 2026Q1: 82,260 shares; 2026Q2: 105,500 shares 105,500 $13.6M 0.06% +23,240 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,819 shares; 2024Q4: 206,062 shares; 2025Q1: 208,265 shares; 2025Q2: 211,838 shares; 2025Q3: 230,059 shares; 2025Q4: 250,481 shares; 2026Q1: 270,239 shares; 2026Q2: 294,442 shares 294,442 $13.4M 0.06% +24,203 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,614 shares; 2024Q4: 91,198 shares; 2025Q1: 100,366 shares; 2025Q2: 95,431 shares; 2025Q3: 100,013 shares; 2025Q4: 70,878 shares; 2026Q1: 16,599 shares; 2026Q2: 22,580 shares 22,580 $13.1M 0.06% +5,981 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,968 shares; 2024Q4: 9,148 shares; 2025Q1: 62,582 shares; 2025Q2: 160,881 shares; 2025Q3: 183,059 shares; 2025Q4: 208,259 shares; 2026Q1: 233,218 shares; 2026Q2: 246,517 shares 246,517 $13M 0.06% +13,299 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,500 shares; 2024Q4: 557,351 shares; 2025Q1: 578,459 shares; 2025Q2: 287,498 shares; 2025Q3: 202,758 shares; 2025Q4: 239,192 shares; 2026Q1: 239,913 shares; 2026Q2: 262,785 shares 262,785 $13M 0.06% +22,872 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,856 shares; 2024Q4: 26,829 shares; 2025Q1: 79,954 shares; 2025Q2: 101,646 shares; 2025Q3: 102,745 shares; 2025Q4: 105,424 shares; 2026Q1: 101,480 shares; 2026Q2: 110,588 shares 110,588 $12.9M 0.06% +9,108 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470,207 shares 470,207 $12.7M 0.06% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,872 shares; 2024Q4: 38,340 shares; 2025Q1: 32,400 shares; 2025Q2: 40,755 shares; 2025Q3: 43,373 shares; 2025Q4: 46,820 shares; 2026Q1: 30,581 shares; 2026Q2: 31,826 shares 31,826 $12.7M 0.06% +1,245 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520,000 shares; 2024Q4: 496,410 shares; 2025Q1: 480,847 shares; 2025Q2: 447,836 shares; 2025Q3: 436,684 shares; 2025Q4: 506,138 shares; 2026Q1: 483,085 shares; 2026Q2: 400,314 shares 400,314 $12.2M 0.06% -82,771 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,951 shares; 2025Q2: 69,594 shares; 2025Q3: 254,247 shares; 2025Q4: 292,168 shares; 2026Q1: 311,225 shares; 2026Q2: 341,123 shares 341,123 $12M 0.06% +29,898 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,676 shares; 2024Q4: 52,348 shares; 2025Q1: 18,304 shares; 2025Q2: 21,329 shares; 2025Q3: not reported; 2025Q4: 10,258 shares; 2026Q1: not reported; 2026Q2: 520,425 shares 520,425 $12M 0.06% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,097 shares; 2024Q4: 56,893 shares; 2025Q1: 55,446 shares; 2025Q2: 50,914 shares; 2025Q3: 47,173 shares; 2025Q4: 57,378 shares; 2026Q1: 50,534 shares; 2026Q2: 53,766 shares 53,766 $12M 0.06% +3,232 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,736 shares; 2024Q4: 114,502 shares; 2025Q1: 113,462 shares; 2025Q2: 161,088 shares; 2025Q3: 171,930 shares; 2025Q4: 175,309 shares; 2026Q1: 171,479 shares; 2026Q2: 180,521 shares 180,521 $12M 0.06% +9,042 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,771 shares; 2024Q4: 35,818 shares; 2025Q1: 34,384 shares; 2025Q2: 34,651 shares; 2025Q3: 33,227 shares; 2025Q4: 41,082 shares; 2026Q1: 21,869 shares; 2026Q2: 22,946 shares 22,946 $11.9M 0.06% +1,077 Timeline GGUS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,142 shares; 2025Q2: 45,006 shares; 2025Q3: 97,984 shares; 2025Q4: 119,450 shares; 2026Q1: 160,712 shares; 2026Q2: 173,918 shares 173,918 $11.9M 0.06% +13,206 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987,188 shares; 2024Q4: 1,008,549 shares; 2025Q1: 1,037,241 shares; 2025Q2: 54,407 shares; 2025Q3: 96,966 shares; 2025Q4: 96,493 shares; 2026Q1: 41,412 shares; 2026Q2: 39,490 shares 39,490 $11.9M 0.06% -1,922 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,854 shares; 2024Q4: 201,179 shares; 2025Q1: 206,128 shares; 2025Q2: 205,582 shares; 2025Q3: 213,345 shares; 2025Q4: 238,836 shares; 2026Q1: 237,368 shares; 2026Q2: 252,255 shares 252,255 $11.8M 0.06% +14,887 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,913 shares; 2024Q4: 160,785 shares; 2025Q1: 213,591 shares; 2025Q2: 175,726 shares; 2025Q3: 103,836 shares; 2025Q4: 105,547 shares; 2026Q1: 77,248 shares; 2026Q2: 55,350 shares 55,350 $11.8M 0.06% -21,898 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,967 shares; 2024Q4: 527,190 shares; 2025Q1: 474,687 shares; 2025Q2: 462,181 shares; 2025Q3: 476,764 shares; 2025Q4: 497,234 shares; 2026Q1: 188,523 shares; 2026Q2: 203,285 shares 203,285 $11.6M 0.06% +14,762 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,308 shares; 2024Q4: 104,004 shares; 2025Q1: 97,600 shares; 2025Q2: 100,140 shares; 2025Q3: 82,543 shares; 2025Q4: 91,121 shares; 2026Q1: 22,087 shares; 2026Q2: 27,843 shares 27,843 $11.6M 0.06% +5,756 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,192 shares; 2024Q4: 87,628 shares; 2025Q1: 35,327 shares; 2025Q2: 83,452 shares; 2025Q3: 101,318 shares; 2025Q4: 188,350 shares; 2026Q1: 270,914 shares; 2026Q2: 222,048 shares 222,048 $11.5M 0.06% -48,866 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; 2024Q3: 89,495 shares; 2024Q4: 103,569 shares; 2025Q1: 122,547 shares; 2025Q2: 130,604 shares; 2025Q3: 135,541 shares; 2025Q4: 140,636 shares; 2026Q1: 120,546 shares; 2026Q2: 122,014 shares 122,014 $11.4M 0.05% +1,468 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,850 shares; 2024Q4: 364,688 shares; 2025Q1: 267,600 shares; 2025Q2: 272,659 shares; 2025Q3: 256,336 shares; 2025Q4: 259,302 shares; 2026Q1: 69,968 shares; 2026Q2: 129,364 shares 129,364 $11.3M 0.05% +59,396 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,777 shares; 2024Q4: 88,732 shares; 2025Q1: 121,927 shares; 2025Q2: 120,741 shares; 2025Q3: 129,876 shares; 2025Q4: 144,703 shares; 2026Q1: 169,518 shares; 2026Q2: 223,246 shares 223,246 $11.3M 0.05% +53,728 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,677 shares; 2024Q4: 336,407 shares; 2025Q1: 365,104 shares; 2025Q2: 334,266 shares; 2025Q3: 355,487 shares; 2025Q4: 361,167 shares; 2026Q1: 203,856 shares; 2026Q2: 279,962 shares 279,962 $11.1M 0.05% +76,106 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,957 shares; 2024Q4: 111,772 shares; 2025Q1: 69,798 shares; 2025Q2: 52,651 shares; 2025Q3: 100,108 shares; 2025Q4: 105,608 shares; 2026Q1: 88,455 shares; 2026Q2: 86,812 shares 86,812 $11M 0.05% -1,643 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 132,039 shares; 2025Q3: 134,029 shares; 2025Q4: 139,687 shares; 2026Q1: 139,486 shares; 2026Q2: 107,161 shares 107,161 $10.9M 0.05% -32,325 Timeline GIGL 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211,201 shares 211,201 $10.7M 0.05% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,859 shares; 2024Q4: 128,487 shares; 2025Q1: 109,312 shares; 2025Q2: 124,744 shares; 2025Q3: 119,498 shares; 2025Q4: 125,302 shares; 2026Q1: 69,310 shares; 2026Q2: 70,476 shares 70,476 $10.7M 0.05% +1,166 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794,393 shares; 2024Q4: 159,819 shares; 2025Q1: 151,085 shares; 2025Q2: 85,923 shares; 2025Q3: 52,095 shares; 2025Q4: 104,640 shares; 2026Q1: 101,816 shares; 2026Q2: 108,270 shares 108,270 $10.4M 0.05% +6,454 Timeline GSID 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,427 shares; 2026Q2: 137,972 shares 137,972 $10.4M 0.05% +10,545 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,859 shares; 2024Q4: 60,086 shares; 2025Q1: 61,679 shares; 2025Q2: 62,014 shares; 2025Q3: 58,395 shares; 2025Q4: 56,328 shares; 2026Q1: 56,693 shares; 2026Q2: 55,913 shares 55,913 $10.3M 0.05% -780 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,058 shares; 2024Q4: 14,719 shares; 2025Q1: 11,986 shares; 2025Q2: 9,095 shares; 2025Q3: 9,006 shares; 2025Q4: 11,651 shares; 2026Q1: 9,205 shares; 2026Q2: 9,691 shares 9,691 $10.3M 0.05% +486 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,840 shares; 2024Q4: 62,190 shares; 2025Q1: 59,955 shares; 2025Q2: 54,352 shares; 2025Q3: 48,204 shares; 2025Q4: 48,351 shares; 2026Q1: 46,672 shares; 2026Q2: 47,998 shares 47,998 $10.2M 0.05% +1,326 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,880 shares; 2024Q4: 80,375 shares; 2025Q1: 34,950 shares; 2025Q2: 24,233 shares; 2025Q3: 26,155 shares; 2025Q4: 84,689 shares; 2026Q1: 71,118 shares; 2026Q2: 53,041 shares 53,041 $10.1M 0.05% -18,077 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 258,979 shares 258,979 $9.99M 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,806 shares; 2024Q4: 81,470 shares; 2025Q1: 65,052 shares; 2025Q2: 58,780 shares; 2025Q3: 53,241 shares; 2025Q4: 55,032 shares; 2026Q1: 50,410 shares; 2026Q2: 52,046 shares 52,046 $9.87M 0.05% +1,636 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84,285 shares; 2025Q1: 105,075 shares; 2025Q2: 66,188 shares; 2025Q3: 60,545 shares; 2025Q4: 62,962 shares; 2026Q1: 60,110 shares; 2026Q2: 57,644 shares 57,644 $9.79M 0.05% -2,466 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,151 shares; 2024Q4: 391,514 shares; 2025Q1: 320,778 shares; 2025Q2: 221,166 shares; 2025Q3: 186,324 shares; 2025Q4: 216,059 shares; 2026Q1: 212,774 shares; 2026Q2: 219,232 shares 219,232 $9.75M 0.05% +6,458 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,122 shares; 2024Q4: 47,651 shares; 2025Q1: 17,781 shares; 2025Q2: 19,310 shares; 2025Q3: 17,508 shares; 2025Q4: 27,839 shares; 2026Q1: 25,025 shares; 2026Q2: 34,908 shares 34,908 $9.72M 0.05% +9,883 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,727 shares; 2024Q4: 17,614 shares; 2025Q1: 10,478 shares; 2025Q2: 56,246 shares; 2025Q3: 53,504 shares; 2025Q4: 50,326 shares; 2026Q1: 51,678 shares; 2026Q2: 53,997 shares 53,997 $9.69M 0.05% +2,319 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,046 shares; 2024Q4: 44,119 shares; 2025Q1: 118,419 shares; 2025Q2: 136,756 shares; 2025Q3: 122,408 shares; 2025Q4: 245,184 shares; 2026Q1: 324,377 shares; 2026Q2: 341,444 shares 341,444 $9.67M 0.05% +17,067 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,208 shares; 2024Q4: 77,234 shares; 2025Q1: 98,825 shares; 2025Q2: 91,456 shares; 2025Q3: 103,714 shares; 2025Q4: 130,996 shares; 2026Q1: 140,070 shares; 2026Q2: 126,808 shares 126,808 $9.65M 0.05% -13,262 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,816 shares; 2025Q4: 107,248 shares; 2026Q1: 100,965 shares; 2026Q2: 99,520 shares 99,520 $9.4M 0.04% -1,445 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300,448 shares; 2025Q4: 331,008 shares; 2026Q1: 304,785 shares; 2026Q2: 356,104 shares 356,104 $9.21M 0.04% +51,319 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420,514 shares; 2024Q4: 458,271 shares; 2025Q1: 384,588 shares; 2025Q2: 310,387 shares; 2025Q3: 270,755 shares; 2025Q4: 300,041 shares; 2026Q1: 279,584 shares; 2026Q2: 333,857 shares 333,857 $9.17M 0.04% +54,273 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,911 shares; 2024Q4: 4,641 shares; 2025Q1: 3,741 shares; 2025Q2: 56,139 shares; 2025Q3: 48,420 shares; 2025Q4: 89,881 shares; 2026Q1: 89,855 shares; 2026Q2: 99,554 shares 99,554 $9.16M 0.04% +9,699 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,295 shares; 2024Q4: 126,809 shares; 2025Q1: 136,225 shares; 2025Q2: 121,960 shares; 2025Q3: 108,383 shares; 2025Q4: 111,815 shares; 2026Q1: 44,887 shares; 2026Q2: 43,573 shares 43,573 $9.11M 0.04% -1,314 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,548 shares; 2024Q4: 36,779 shares; 2025Q1: 14,121 shares; 2025Q2: 15,682 shares; 2025Q3: 9,301 shares; 2025Q4: 10,376 shares; 2026Q1: 980 shares; 2026Q2: 29,954 shares 29,954 $9.08M 0.04% +28,974 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,363 shares; 2024Q4: 385,050 shares; 2025Q1: 292,512 shares; 2025Q2: 259,498 shares; 2025Q3: 242,253 shares; 2025Q4: 173,113 shares; 2026Q1: 169,721 shares; 2026Q2: 156,288 shares 156,288 $9.01M 0.04% -13,433 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,726 shares; 2024Q4: 182,740 shares; 2025Q1: 151,297 shares; 2025Q2: 96,947 shares; 2025Q3: 122,643 shares; 2025Q4: 158,802 shares; 2026Q1: 129,407 shares; 2026Q2: 73,943 shares 73,943 $9M 0.04% -55,464 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,576 shares; 2024Q4: 14,029 shares; 2025Q1: 10,262 shares; 2025Q2: 11,024 shares; 2025Q3: 11,399 shares; 2025Q4: 47,699 shares; 2026Q1: 56,517 shares; 2026Q2: 75,814 shares 75,814 $8.92M 0.04% +19,297 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,256 shares; 2024Q4: 65,062 shares; 2025Q1: 71,153 shares; 2025Q2: 66,951 shares; 2025Q3: 65,357 shares; 2025Q4: 80,215 shares; 2026Q1: 44,438 shares; 2026Q2: 48,184 shares 48,184 $8.9M 0.04% +3,746 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,997 shares; 2024Q4: 652,104 shares; 2025Q1: 314,580 shares; 2025Q2: 164,211 shares; 2025Q3: 205,635 shares; 2025Q4: 236,217 shares; 2026Q1: 213,490 shares; 2026Q2: 164,601 shares 164,601 $8.82M 0.04% -48,889 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,647 shares; 2024Q4: 21,812 shares; 2025Q1: 41,836 shares; 2025Q2: 267,611 shares; 2025Q3: 262,929 shares; 2025Q4: 20,605 shares; 2026Q1: 17,926 shares; 2026Q2: 86,146 shares 86,146 $8.8M 0.04% +68,220 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,428 shares; 2024Q4: 66,656 shares; 2025Q1: 53,169 shares; 2025Q2: 53,433 shares; 2025Q3: 50,695 shares; 2025Q4: 49,746 shares; 2026Q1: 21,124 shares; 2026Q2: 24,293 shares 24,293 $8.8M 0.04% +3,169 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,960 shares; 2024Q4: 213,303 shares; 2025Q1: 264,838 shares; 2025Q2: 278,750 shares; 2025Q3: 267,224 shares; 2025Q4: 271,919 shares; 2026Q1: 100,376 shares; 2026Q2: 90,916 shares 90,916 $8.77M 0.04% -9,460 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,846 shares; 2024Q4: 80,013 shares; 2025Q1: 61,002 shares; 2025Q2: 65,000 shares; 2025Q3: 58,966 shares; 2025Q4: 63,583 shares; 2026Q1: 17,857 shares; 2026Q2: 17,008 shares 17,008 $8.74M 0.04% -849 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,568 shares; 2024Q4: 126,210 shares; 2025Q1: 114,513 shares; 2025Q2: 74,470 shares; 2025Q3: 69,005 shares; 2025Q4: 339,932 shares; 2026Q1: 165,182 shares; 2026Q2: 371,477 shares 371,477 $8.71M 0.04% +206,295 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,212 shares; 2026Q1: 193,982 shares; 2026Q2: 170,782 shares 170,782 $8.66M 0.04% -23,200 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,111 shares; 2024Q4: 12,754 shares; 2025Q1: 5,031 shares; 2025Q2: 4,524 shares; 2025Q3: 4,037 shares; 2025Q4: 4,706 shares; 2026Q1: 3,672 shares; 2026Q2: 4,337 shares 4,337 $8.63M 0.04% +665 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,173 shares; 2024Q4: 12,897 shares; 2025Q1: 14,370 shares; 2025Q2: 14,721 shares; 2025Q3: 13,772 shares; 2025Q4: 13,944 shares; 2026Q1: 9,556 shares; 2026Q2: 8,801 shares 8,801 $8.61M 0.04% -755 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,907 shares; 2024Q4: 92,708 shares; 2025Q1: 129,567 shares; 2025Q2: 237,600 shares; 2025Q3: 145,116 shares; 2025Q4: 156,785 shares; 2026Q1: 157,042 shares; 2026Q2: 168,309 shares 168,309 $8.45M 0.04% +11,267 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,961 shares; 2024Q4: 10,310 shares; 2025Q1: 4,660 shares; 2025Q2: 5,587 shares; 2025Q3: 4,409 shares; 2025Q4: 6,082 shares; 2026Q1: 5,448 shares; 2026Q2: 7,146 shares 7,146 $8.4M 0.04% +1,698 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,850 shares; 2024Q4: 24,196 shares; 2025Q1: 21,724 shares; 2025Q2: 24,849 shares; 2025Q3: 27,153 shares; 2025Q4: 58,660 shares; 2026Q1: 33,405 shares; 2026Q2: 38,816 shares 38,816 $8.39M 0.04% +5,411 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,810 shares; 2024Q4: 19,764 shares; 2025Q1: 17,706 shares; 2025Q2: not reported; 2025Q3: 12,679 shares; 2025Q4: 5,691 shares; 2026Q1: not reported; 2026Q2: 92,978 shares 92,978 $8.38M 0.04% new Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325,806 shares 325,806 $8.35M 0.04% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,978 shares; 2024Q4: 230,773 shares; 2025Q1: 206,034 shares; 2025Q2: 199,337 shares; 2025Q3: 157,231 shares; 2025Q4: 171,712 shares; 2026Q1: 110,048 shares; 2026Q2: 115,565 shares 115,565 $8.33M 0.04% +5,517 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,828 shares; 2024Q4: 230,793 shares; 2025Q1: 234,721 shares; 2025Q2: 226,589 shares; 2025Q3: 210,736 shares; 2025Q4: 204,988 shares; 2026Q1: 170,563 shares; 2026Q2: 168,164 shares 168,164 $8.29M 0.04% -2,399 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,604 shares; 2024Q4: 82,517 shares; 2025Q1: 90,600 shares; 2025Q2: 74,416 shares; 2025Q3: 72,801 shares; 2025Q4: 72,520 shares; 2026Q1: 26,278 shares; 2026Q2: 24,253 shares 24,253 $8.27M 0.04% -2,025 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,329 shares; 2024Q4: 16,680 shares; 2025Q1: 10,237 shares; 2025Q2: 9,393 shares; 2025Q3: 8,891 shares; 2025Q4: 21,064 shares; 2026Q1: 21,659 shares; 2026Q2: 24,376 shares 24,376 $8.24M 0.04% +2,717 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,673 shares; 2024Q4: 65,065 shares; 2025Q1: 52,479 shares; 2025Q2: 46,688 shares; 2025Q3: 34,515 shares; 2025Q4: 224,666 shares; 2026Q1: 265,357 shares; 2026Q2: 321,847 shares 321,847 $8.23M 0.04% +56,490 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,126 shares; 2024Q4: 187,117 shares; 2025Q1: 200,901 shares; 2025Q2: 134,327 shares; 2025Q3: 167,171 shares; 2025Q4: 187,517 shares; 2026Q1: 187,036 shares; 2026Q2: 218,709 shares 218,709 $8.2M 0.04% +31,673 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,893 shares; 2024Q4: 535,555 shares; 2025Q1: 495,864 shares; 2025Q2: 369,435 shares; 2025Q3: 297,307 shares; 2025Q4: 294,341 shares; 2026Q1: 286,681 shares; 2026Q2: 282,657 shares 282,657 $8.19M 0.04% -4,024 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,400 shares; 2024Q4: 57,456 shares; 2025Q1: 27,408 shares; 2025Q2: 27,374 shares; 2025Q3: 21,863 shares; 2025Q4: 34,790 shares; 2026Q1: 34,562 shares; 2026Q2: 58,514 shares 58,514 $8.17M 0.04% +23,952 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,970 shares; 2024Q4: 11,882 shares; 2025Q1: 8,146 shares; 2025Q2: 4,022 shares; 2025Q3: 3,294 shares; 2025Q4: 3,587 shares; 2026Q1: 46,611 shares; 2026Q2: 296,320 shares 296,320 $8.12M 0.04% +249,709 Timeline BCIL EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,961 shares; 2026Q1: 191,923 shares; 2026Q2: 262,986 shares 262,986 $7.88M 0.04% +71,063 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,907 shares; 2025Q3: 151,670 shares; 2025Q4: 131,301 shares; 2026Q1: 127,007 shares; 2026Q2: 76,512 shares 76,512 $7.87M 0.04% -50,495 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,159 shares; 2024Q4: 54,558 shares; 2025Q1: 44,545 shares; 2025Q2: 42,997 shares; 2025Q3: 42,225 shares; 2025Q4: 47,760 shares; 2026Q1: 17,814 shares; 2026Q2: 26,126 shares 26,126 $7.79M 0.04% +8,312 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,231 shares; 2024Q4: 56,988 shares; 2025Q1: 56,482 shares; 2025Q2: 58,487 shares; 2025Q3: 31,829 shares; 2025Q4: 33,967 shares; 2026Q1: 35,284 shares; 2026Q2: 46,781 shares 46,781 $7.68M 0.04% +11,497 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,695 shares; 2024Q4: 64,514 shares; 2025Q1: 65,245 shares; 2025Q2: 57,684 shares; 2025Q3: 60,951 shares; 2025Q4: 100,109 shares; 2026Q1: 104,508 shares; 2026Q2: 158,754 shares 158,754 $7.58M 0.04% +54,246 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,941 shares; 2024Q4: 152,439 shares; 2025Q1: 96,708 shares; 2025Q2: 85,569 shares; 2025Q3: 69,881 shares; 2025Q4: 80,027 shares; 2026Q1: 43,591 shares; 2026Q2: 46,440 shares 46,440 $7.34M 0.04% +2,849 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274,111 shares; 2024Q4: 1,254,978 shares; 2025Q1: 928,411 shares; 2025Q2: 773,764 shares; 2025Q3: 73,555 shares; 2025Q4: 82,831 shares; 2026Q1: 29,462 shares; 2026Q2: 28,858 shares 28,858 $7.28M 0.03% -604 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,285 shares; 2024Q4: 2,348 shares; 2025Q1: 1,089 shares; 2025Q2: 2,286 shares; 2025Q3: not reported; 2025Q4: 10,369 shares; 2026Q1: 12,221 shares; 2026Q2: 13,919 shares 13,919 $7.28M 0.03% +1,698 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447,221 shares; 2024Q4: 387,703 shares; 2025Q1: 271,441 shares; 2025Q2: 241,743 shares; 2025Q3: 232,285 shares; 2025Q4: 210,877 shares; 2026Q1: 156,451 shares; 2026Q2: 171,425 shares 171,425 $7.26M 0.03% +14,974 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,064 shares; 2024Q4: 89,396 shares; 2025Q1: 73,615 shares; 2025Q2: 63,789 shares; 2025Q3: 50,138 shares; 2025Q4: 48,668 shares; 2026Q1: 43,326 shares; 2026Q2: 49,499 shares 49,499 $7.23M 0.03% +6,173 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 6,148 shares; 2025Q1: 16,605 shares; 2025Q2: 16,274 shares; 2025Q3: 16,399 shares; 2025Q4: 20,335 shares; 2026Q1: 18,585 shares; 2026Q2: 17,873 shares 17,873 $7.04M 0.03% -712 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,145 shares; 2025Q1: 23,501 shares; 2025Q2: 32,526 shares; 2025Q3: 45,943 shares; 2025Q4: 46,880 shares; 2026Q1: 44,834 shares; 2026Q2: 46,719 shares 46,719 $6.95M 0.03% +1,885 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,752 shares; 2024Q4: 106,240 shares; 2025Q1: 381,428 shares; 2025Q2: 352,815 shares; 2025Q3: 345,825 shares; 2025Q4: 355,108 shares; 2026Q1: 386,403 shares; 2026Q2: 238,773 shares 238,773 $6.93M 0.03% -147,630 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,720 shares; 2024Q4: 48,412 shares; 2025Q1: 27,466 shares; 2025Q2: 24,646 shares; 2025Q3: 20,698 shares; 2025Q4: 21,488 shares; 2026Q1: 13,617 shares; 2026Q2: 18,478 shares 18,478 $6.91M 0.03% +4,861 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,433 shares; 2024Q4: 62,837 shares; 2025Q1: 40,725 shares; 2025Q2: 33,436 shares; 2025Q3: 24,775 shares; 2025Q4: 44,446 shares; 2026Q1: 38,780 shares; 2026Q2: 43,398 shares 43,398 $6.79M 0.03% +4,618 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; 2024Q3: 51,004 shares; 2024Q4: 51,059 shares; 2025Q1: 39,204 shares; 2025Q2: 39,010 shares; 2025Q3: 43,556 shares; 2025Q4: 53,428 shares; 2026Q1: 69,918 shares; 2026Q2: 74,219 shares 74,219 $6.77M 0.03% +4,301 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,835 shares; 2024Q4: 16,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,243 shares; 2025Q4: 16,163 shares; 2026Q1: 8,345 shares; 2026Q2: 10,487 shares 10,487 $6.7M 0.03% +2,142 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,841 shares; 2024Q4: 169,855 shares; 2025Q1: 180,992 shares; 2025Q2: 86,246 shares; 2025Q3: 109,691 shares; 2025Q4: 130,217 shares; 2026Q1: 144,734 shares; 2026Q2: 157,851 shares 157,851 $6.68M 0.03% +13,117 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,720 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325,862 shares 325,862 $6.68M 0.03% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,202 shares; 2026Q1: 101,475 shares; 2026Q2: 138,093 shares 138,093 $6.61M 0.03% +36,618 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,233 shares; 2024Q4: 61,737 shares; 2025Q1: 290,039 shares; 2025Q2: 421,084 shares; 2025Q3: 402,897 shares; 2025Q4: 393,249 shares; 2026Q1: 78,900 shares; 2026Q2: 74,064 shares 74,064 $6.59M 0.03% -4,836 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,301 shares; 2024Q4: 115,946 shares; 2025Q1: 188,761 shares; 2025Q2: 85,501 shares; 2025Q3: 104,253 shares; 2025Q4: 119,520 shares; 2026Q1: 139,216 shares; 2026Q2: 172,718 shares 172,718 $6.56M 0.03% +33,502 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,524 shares; 2024Q4: 1,244,199 shares; 2025Q1: 1,290,665 shares; 2025Q2: 1,338,338 shares; 2025Q3: 2,083,961 shares; 2025Q4: 2,166,409 shares; 2026Q1: 41,563 shares; 2026Q2: 41,754 shares 41,754 $6.55M 0.03% +191 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; 2024Q3: 167,649 shares; 2024Q4: 164,279 shares; 2025Q1: 154,926 shares; 2025Q2: 154,479 shares; 2025Q3: 133,425 shares; 2025Q4: 129,988 shares; 2026Q1: 118,388 shares; 2026Q2: 118,784 shares 118,784 $6.53M 0.03% +396 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,488 shares; 2024Q4: 207,461 shares; 2025Q1: 243,247 shares; 2025Q2: 93,705 shares; 2025Q3: 81,130 shares; 2025Q4: 95,173 shares; 2026Q1: 119,582 shares; 2026Q2: 138,348 shares 138,348 $6.53M 0.03% +18,766 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,911 shares; 2024Q4: 73,522 shares; 2025Q1: 59,657 shares; 2025Q2: 55,875 shares; 2025Q3: 56,147 shares; 2025Q4: 77,741 shares; 2026Q1: 56,070 shares; 2026Q2: 67,712 shares 67,712 $6.52M 0.03% +11,642 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,621 shares; 2024Q4: 38,181 shares; 2025Q1: 30,194 shares; 2025Q2: 16,858 shares; 2025Q3: 16,447 shares; 2025Q4: 19,766 shares; 2026Q1: 16,887 shares; 2026Q2: 23,867 shares 23,867 $6.45M 0.03% +6,980 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,675 shares; 2024Q4: 15,353 shares; 2025Q1: 33,445 shares; 2025Q2: 23,674 shares; 2025Q3: 38,218 shares; 2025Q4: 42,574 shares; 2026Q1: 39,298 shares; 2026Q2: 34,594 shares 34,594 $6.41M 0.03% -4,704 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,504 shares; 2024Q4: 46,539 shares; 2025Q1: 21,812 shares; 2025Q2: 19,300 shares; 2025Q3: 11,976 shares; 2025Q4: 12,766 shares; 2026Q1: 458,581 shares; 2026Q2: 474,794 shares 474,794 $6.39M 0.03% +16,213 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,224 shares; 2024Q4: 2,456 shares; 2025Q1: 1,453 shares; 2025Q2: not reported; 2025Q3: 29,800 shares; 2025Q4: 27,194 shares; 2026Q1: 38,668 shares; 2026Q2: 43,128 shares 43,128 $6.3M 0.03% +4,460 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,098 shares; 2024Q4: 84,054 shares; 2025Q1: 75,497 shares; 2025Q2: 78,933 shares; 2025Q3: 78,637 shares; 2025Q4: 71,669 shares; 2026Q1: 28,725 shares; 2026Q2: 33,017 shares 33,017 $6.28M 0.03% +4,292 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,616 shares; 2024Q4: 15,366 shares; 2025Q1: 16,124 shares; 2025Q2: 21,131 shares; 2025Q3: 16,074 shares; 2025Q4: 14,033 shares; 2026Q1: 10,329 shares; 2026Q2: 43,819 shares 43,819 $6.26M 0.03% +33,490 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,633 shares; 2024Q4: 241,517 shares; 2025Q1: 175,231 shares; 2025Q2: 110,108 shares; 2025Q3: 99,637 shares; 2025Q4: 100,151 shares; 2026Q1: 86,115 shares; 2026Q2: 108,514 shares 108,514 $6.25M 0.03% +22,399 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,295 shares; 2024Q4: 25,276 shares; 2025Q1: 20,099 shares; 2025Q2: 21,246 shares; 2025Q3: 17,661 shares; 2025Q4: 16,881 shares; 2026Q1: 5,195 shares; 2026Q2: 40,608 shares 40,608 $6.24M 0.03% +35,413 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,883 shares; 2024Q4: 185,204 shares; 2025Q1: 189,533 shares; 2025Q2: 151,083 shares; 2025Q3: 150,764 shares; 2025Q4: 143,658 shares; 2026Q1: 137,701 shares; 2026Q2: 125,279 shares 125,279 $6.24M 0.03% -12,422 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,823 shares; 2024Q4: 443,887 shares; 2025Q1: 490,489 shares; 2025Q2: 192,624 shares; 2025Q3: 88,456 shares; 2025Q4: 86,249 shares; 2026Q1: 87,836 shares; 2026Q2: 86,525 shares 86,525 $6.23M 0.03% -1,311 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,348 shares; 2026Q2: 114,757 shares 114,757 $6.18M 0.03% +23,409 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,883 shares; 2024Q4: 314,025 shares; 2025Q1: 198,712 shares; 2025Q2: 192,360 shares; 2025Q3: 166,549 shares; 2025Q4: 166,212 shares; 2026Q1: 107,037 shares; 2026Q2: 102,173 shares 102,173 $6.17M 0.03% -4,864 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,702 shares; 2024Q4: 527,396 shares; 2025Q1: 516,563 shares; 2025Q2: 485,874 shares; 2025Q3: 521,436 shares; 2025Q4: 540,845 shares; 2026Q1: 255,131 shares; 2026Q2: 299,236 shares 299,236 $6.1M 0.03% +44,105 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,151 shares; 2024Q4: 116,940 shares; 2025Q1: 87,077 shares; 2025Q2: 65,422 shares; 2025Q3: 62,601 shares; 2025Q4: 58,783 shares; 2026Q1: 58,128 shares; 2026Q2: 66,775 shares 66,775 $6.09M 0.03% +8,647 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,231 shares; 2024Q4: 1,929 shares; 2025Q1: 3,456 shares; 2025Q2: 4,408 shares; 2025Q3: 402,305 shares; 2025Q4: 419,163 shares; 2026Q1: 23,475 shares; 2026Q2: 24,786 shares 24,786 $6.01M 0.03% +1,311 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,591 shares; 2025Q1: 22,615 shares; 2025Q2: 21,620 shares; 2025Q3: 20,261 shares; 2025Q4: 20,621 shares; 2026Q1: 5,966 shares; 2026Q2: 6,204 shares 6,204 $5.97M 0.03% +238 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,669 shares; 2024Q4: 329,048 shares; 2025Q1: 263,605 shares; 2025Q2: 80,666 shares; 2025Q3: 79,260 shares; 2025Q4: 29,045 shares; 2026Q1: 125,788 shares; 2026Q2: 126,690 shares 126,690 $5.93M 0.03% +902 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,907 shares; 2024Q4: 111,889 shares; 2025Q1: 108,503 shares; 2025Q2: 81,558 shares; 2025Q3: 77,533 shares; 2025Q4: 77,400 shares; 2026Q1: 53,874 shares; 2026Q2: 53,913 shares 53,913 $5.9M 0.03% +39 Timeline GTIP 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; 2024Q3: 67,256 shares; 2024Q4: 71,177 shares; 2025Q1: 57,257 shares; 2025Q2: 54,672 shares; 2025Q3: 61,341 shares; 2025Q4: 77,694 shares; 2026Q1: 105,970 shares; 2026Q2: 120,623 shares 120,623 $5.89M 0.03% +14,653 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,815 shares; 2024Q4: 51,351 shares; 2025Q1: 46,827 shares; 2025Q2: 67,531 shares; 2025Q3: 33,509 shares; 2025Q4: 50,785 shares; 2026Q1: 48,055 shares; 2026Q2: 54,678 shares 54,678 $5.88M 0.03% +6,623 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,705 shares; 2024Q4: 225,877 shares; 2025Q1: 222,375 shares; 2025Q2: 179,498 shares; 2025Q3: 177,194 shares; 2025Q4: 147,547 shares; 2026Q1: 85,108 shares; 2026Q2: 102,915 shares 102,915 $5.81M 0.03% +17,807 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,682 shares; 2024Q4: 190,937 shares; 2025Q1: 178,025 shares; 2025Q2: 170,185 shares; 2025Q3: 142,796 shares; 2025Q4: 145,746 shares; 2026Q1: 63,033 shares; 2026Q2: 73,993 shares 73,993 $5.79M 0.03% +10,960 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,997 shares; 2024Q4: 120,142 shares; 2025Q1: 81,828 shares; 2025Q2: 68,374 shares; 2025Q3: 62,155 shares; 2025Q4: 74,874 shares; 2026Q1: 61,136 shares; 2026Q2: 58,503 shares 58,503 $5.75M 0.03% -2,633 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,851 shares; 2024Q4: 46,371 shares; 2025Q1: 43,665 shares; 2025Q2: 56,885 shares; 2025Q3: 53,982 shares; 2025Q4: 55,361 shares; 2026Q1: 53,492 shares; 2026Q2: 55,865 shares 55,865 $5.75M 0.03% +2,373 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,740 shares; 2024Q4: 143,761 shares; 2025Q1: 135,455 shares; 2025Q2: 78,632 shares; 2025Q3: 59,847 shares; 2025Q4: 60,430 shares; 2026Q1: 52,401 shares; 2026Q2: 60,081 shares 60,081 $5.75M 0.03% +7,680 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,045 shares; 2024Q4: 92,655 shares; 2025Q1: 9,428 shares; 2025Q2: 9,975 shares; 2025Q3: 26,780 shares; 2025Q4: 59,725 shares; 2026Q1: 55,795 shares; 2026Q2: 107,973 shares 107,973 $5.73M 0.03% +52,178 Timeline GSC 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,823 shares 82,823 $5.73M 0.03% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,205 shares; 2024Q4: 447,566 shares; 2025Q1: 405,249 shares; 2025Q2: 339,463 shares; 2025Q3: 330,786 shares; 2025Q4: 330,150 shares; 2026Q1: 319,234 shares; 2026Q2: 300,136 shares 300,136 $5.66M 0.03% -19,098 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221,593 shares; 2026Q1: 241,758 shares; 2026Q2: 267,497 shares 267,497 $5.65M 0.03% +25,739 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,935 shares; 2024Q4: 63,360 shares; 2025Q1: 64,786 shares; 2025Q2: 72,024 shares; 2025Q3: 66,551 shares; 2025Q4: 67,901 shares; 2026Q1: 65,254 shares; 2026Q2: 67,765 shares 67,765 $5.58M 0.03% +2,511 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,732 shares; 2024Q4: 49,627 shares; 2025Q1: 43,734 shares; 2025Q2: 39,128 shares; 2025Q3: 34,817 shares; 2025Q4: 34,266 shares; 2026Q1: 28,773 shares; 2026Q2: 34,029 shares 34,029 $5.51M 0.03% +5,256 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,539 shares; 2026Q1: 44,019 shares; 2026Q2: 149,532 shares 149,532 $5.44M 0.03% +105,513 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,287 shares; 2024Q4: 205,036 shares; 2025Q1: 137,232 shares; 2025Q2: 105,310 shares; 2025Q3: 99,874 shares; 2025Q4: 97,875 shares; 2026Q1: 57,930 shares; 2026Q2: 57,014 shares 57,014 $5.44M 0.03% -916 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,471 shares; 2024Q4: 79,242 shares; 2025Q1: 80,114 shares; 2025Q2: 115,006 shares; 2025Q3: 108,054 shares; 2025Q4: 106,178 shares; 2026Q1: 104,951 shares; 2026Q2: 113,761 shares 113,761 $5.43M 0.03% +8,810 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,010 shares; 2024Q4: 87,365 shares; 2025Q1: 87,710 shares; 2025Q2: 65,451 shares; 2025Q3: 66,882 shares; 2025Q4: 65,555 shares; 2026Q1: 38,724 shares; 2026Q2: 36,753 shares 36,753 $5.43M 0.03% -1,971 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,561 shares; 2024Q4: 17,643 shares; 2025Q1: 10,257 shares; 2025Q2: 12,095 shares; 2025Q3: 9,038 shares; 2025Q4: 9,145 shares; 2026Q1: 7,418 shares; 2026Q2: 7,373 shares 7,373 $5.31M 0.03% -45 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,397 shares; 2024Q4: 353,594 shares; 2025Q1: 354,221 shares; 2025Q2: 342,213 shares; 2025Q3: 381,493 shares; 2025Q4: 367,991 shares; 2026Q1: 69,106 shares; 2026Q2: 166,691 shares 166,691 $5.29M 0.03% +97,585 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,630 shares; 2024Q4: 24,759 shares; 2025Q1: 17,489 shares; 2025Q2: 16,571 shares; 2025Q3: 13,861 shares; 2025Q4: 12,232 shares; 2026Q1: 13,030 shares; 2026Q2: 19,015 shares 19,015 $5.24M 0.03% +5,985 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,348 shares; 2024Q4: 24,823 shares; 2025Q1: 22,199 shares; 2025Q2: 20,883 shares; 2025Q3: 20,240 shares; 2025Q4: 104,209 shares; 2026Q1: 32,627 shares; 2026Q2: 52,800 shares 52,800 $5.24M 0.03% +20,173 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,449 shares; 2024Q4: 48,521 shares; 2025Q1: 39,509 shares; 2025Q2: 34,026 shares; 2025Q3: 31,014 shares; 2025Q4: 32,836 shares; 2026Q1: 32,389 shares; 2026Q2: 39,236 shares 39,236 $5.2M 0.02% +6,847 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,878 shares; 2024Q4: 178,278 shares; 2025Q1: 178,702 shares; 2025Q2: 177,657 shares; 2025Q3: 196,913 shares; 2025Q4: 202,218 shares; 2026Q1: 67,824 shares; 2026Q2: 51,477 shares 51,477 $5.18M 0.02% -16,347 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,654 shares; 2024Q4: 24,916 shares; 2025Q1: 20,392 shares; 2025Q2: 29,043 shares; 2025Q3: 28,138 shares; 2025Q4: 110,175 shares; 2026Q1: 116,703 shares; 2026Q2: 113,802 shares 113,802 $5.16M 0.02% -2,901 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,553 shares; 2024Q4: 129,304 shares; 2025Q1: 78,758 shares; 2025Q2: 72,413 shares; 2025Q3: 126,043 shares; 2025Q4: 132,558 shares; 2026Q1: 61,837 shares; 2026Q2: 62,339 shares 62,339 $5.15M 0.02% +502 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,627 shares; 2024Q4: 23,926 shares; 2025Q1: 28,052 shares; 2025Q2: 31,150 shares; 2025Q3: 39,682 shares; 2025Q4: 37,778 shares; 2026Q1: 28,970 shares; 2026Q2: 25,927 shares 25,927 $5.11M 0.02% -3,043 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,383 shares; 2024Q4: 104,044 shares; 2025Q1: 103,424 shares; 2025Q2: 100,993 shares; 2025Q3: 104,863 shares; 2025Q4: 103,972 shares; 2026Q1: 93,912 shares; 2026Q2: 94,567 shares 94,567 $5.11M 0.02% +655 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,875 shares; 2024Q4: 74,215 shares; 2025Q1: 54,824 shares; 2025Q2: 58,062 shares; 2025Q3: 52,149 shares; 2025Q4: 52,750 shares; 2026Q1: 36,186 shares; 2026Q2: 36,170 shares 36,170 $5.06M 0.02% -16 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,370 shares; 2024Q4: 73,008 shares; 2025Q1: 56,718 shares; 2025Q2: 53,432 shares; 2025Q3: 45,104 shares; 2025Q4: 35,186 shares; 2026Q1: 19,834 shares; 2026Q2: 16,958 shares 16,958 $5.05M 0.02% -2,876 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,011 shares; 2024Q4: 38,796 shares; 2025Q1: 40,199 shares; 2025Q2: 36,462 shares; 2025Q3: 38,515 shares; 2025Q4: 44,923 shares; 2026Q1: 50,405 shares; 2026Q2: 62,072 shares 62,072 $5M 0.02% +11,667 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,818 shares; 2024Q4: 50,209 shares; 2025Q1: 29,646 shares; 2025Q2: 62,627 shares; 2025Q3: 51,089 shares; 2025Q4: 51,895 shares; 2026Q1: 47,388 shares; 2026Q2: 48,048 shares 48,048 $4.97M 0.02% +660 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 204,397 shares; 2025Q1: 273,746 shares; 2025Q2: 567,539 shares; 2025Q3: 803,876 shares; 2025Q4: 767,391 shares; 2026Q1: 139,321 shares; 2026Q2: 186,106 shares 186,106 $4.94M 0.02% +46,785 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,838 shares; 2024Q4: 31,237 shares; 2025Q1: 25,841 shares; 2025Q2: 29,508 shares; 2025Q3: 27,644 shares; 2025Q4: 28,157 shares; 2026Q1: 18,172 shares; 2026Q2: 19,955 shares 19,955 $4.91M 0.02% +1,783 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,012 shares; 2024Q4: 230,815 shares; 2025Q1: 135,902 shares; 2025Q2: 121,312 shares; 2025Q3: 117,638 shares; 2025Q4: 121,116 shares; 2026Q1: 61,201 shares; 2026Q2: 53,774 shares 53,774 $4.88M 0.02% -7,427 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,038 shares; 2024Q4: 156,508 shares; 2025Q1: 133,605 shares; 2025Q2: 73,358 shares; 2025Q3: 91,997 shares; 2025Q4: 123,181 shares; 2026Q1: 112,365 shares; 2026Q2: 64,298 shares 64,298 $4.83M 0.02% -48,067 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,817 shares; 2024Q4: 13,800 shares; 2025Q1: 9,603 shares; 2025Q2: 8,249 shares; 2025Q3: 8,186 shares; 2025Q4: 8,647 shares; 2026Q1: 5,833 shares; 2026Q2: 6,154 shares 6,154 $4.65M 0.02% +321 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,914 shares; 2024Q4: 8,706 shares; 2025Q1: 6,297 shares; 2025Q2: 5,599 shares; 2025Q3: 3,274 shares; 2025Q4: 3,582 shares; 2026Q1: 2,890 shares; 2026Q2: 6,105 shares 6,105 $4.65M 0.02% +3,215 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,063 shares; 2024Q4: 483,999 shares; 2025Q1: 231,139 shares; 2025Q2: 175,123 shares; 2025Q3: 193,313 shares; 2025Q4: 212,513 shares; 2026Q1: 212,358 shares; 2026Q2: 126,890 shares 126,890 $4.64M 0.02% -85,468 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202,825 shares 202,825 $4.59M 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,910 shares; 2024Q4: 364,330 shares; 2025Q1: 422,800 shares; 2025Q2: 341,455 shares; 2025Q3: 273,558 shares; 2025Q4: 264,524 shares; 2026Q1: 226,760 shares; 2026Q2: 220,965 shares 220,965 $4.57M 0.02% -5,795 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,079 shares; 2025Q2: 24,999 shares; 2025Q3: 89,158 shares; 2025Q4: 106,929 shares; 2026Q1: 118,246 shares; 2026Q2: 137,808 shares 137,808 $4.54M 0.02% +19,562 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,797 shares; 2024Q4: 12,103 shares; 2025Q1: 9,116 shares; 2025Q2: 7,162 shares; 2025Q3: 6,165 shares; 2025Q4: 5,902 shares; 2026Q1: 1,154 shares; 2026Q2: 14,948 shares 14,948 $4.51M 0.02% +13,794 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,504 shares; 2024Q4: 16,936 shares; 2025Q1: 10,766 shares; 2025Q2: 15,085 shares; 2025Q3: 13,846 shares; 2025Q4: 26,283 shares; 2026Q1: 18,414 shares; 2026Q2: 19,790 shares 19,790 $4.49M 0.02% +1,376 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,616 shares; 2024Q4: 7,323 shares; 2025Q1: 5,898 shares; 2025Q2: 1,959 shares; 2025Q3: 842 shares; 2025Q4: 4,007 shares; 2026Q1: 6,783 shares; 2026Q2: 6,822 shares 6,822 $4.47M 0.02% +39 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,378 shares; 2024Q4: 25,822 shares; 2025Q1: 23,993 shares; 2025Q2: 20,922 shares; 2025Q3: 15,232 shares; 2025Q4: 15,798 shares; 2026Q1: 16,425 shares; 2026Q2: 16,574 shares 16,574 $4.46M 0.02% +149 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,514 shares; 2024Q4: 34,069 shares; 2025Q1: 26,807 shares; 2025Q2: 22,526 shares; 2025Q3: 17,412 shares; 2025Q4: 17,909 shares; 2026Q1: 12,053 shares; 2026Q2: 11,780 shares 11,780 $4.42M 0.02% -273 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,210 shares; 2024Q4: 23,818 shares; 2025Q1: 16,409 shares; 2025Q2: 16,623 shares; 2025Q3: 29,902 shares; 2025Q4: 33,031 shares; 2026Q1: 17,279 shares; 2026Q2: 17,130 shares 17,130 $4.38M 0.02% -149 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,482 shares; 2024Q4: 155,277 shares; 2025Q1: 122,589 shares; 2025Q2: 119,162 shares; 2025Q3: 115,488 shares; 2025Q4: 105,792 shares; 2026Q1: 43,404 shares; 2026Q2: 42,743 shares 42,743 $4.37M 0.02% -661 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,632 shares; 2024Q4: 65,728 shares; 2025Q1: 81,080 shares; 2025Q2: 89,321 shares; 2025Q3: 100,153 shares; 2025Q4: 91,967 shares; 2026Q1: 98,095 shares; 2026Q2: 110,888 shares 110,888 $4.35M 0.02% +12,793 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,172 shares; 2024Q4: 115,997 shares; 2025Q1: 92,090 shares; 2025Q2: 80,279 shares; 2025Q3: 71,713 shares; 2025Q4: 74,425 shares; 2026Q1: 58,403 shares; 2026Q2: 54,982 shares 54,982 $4.35M 0.02% -3,421 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579,375 shares; 2024Q4: 600,366 shares; 2025Q1: 347,143 shares; 2025Q2: 246,714 shares; 2025Q3: 243,273 shares; 2025Q4: 243,651 shares; 2026Q1: 155,001 shares; 2026Q2: 179,745 shares 179,745 $4.33M 0.02% +24,744 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,172 shares; 2024Q4: 237,697 shares; 2025Q1: 255,623 shares; 2025Q2: 246,952 shares; 2025Q3: 225,724 shares; 2025Q4: 232,016 shares; 2026Q1: 53,239 shares; 2026Q2: 53,138 shares 53,138 $4.31M 0.02% -101 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,099 shares; 2024Q4: 32,965 shares; 2025Q1: 20,665 shares; 2025Q2: 48,519 shares; 2025Q3: 68,550 shares; 2025Q4: 45,509 shares; 2026Q1: not reported; 2026Q2: 90,958 shares 90,958 $4.31M 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,276 shares; 2024Q4: 71,331 shares; 2025Q1: 49,792 shares; 2025Q2: 46,781 shares; 2025Q3: 53,780 shares; 2025Q4: 54,864 shares; 2026Q1: 37,381 shares; 2026Q2: 36,702 shares 36,702 $4.29M 0.02% -679 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,394 shares; 2026Q1: 191,098 shares; 2026Q2: 209,964 shares 209,964 $4.23M 0.02% +18,866 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 203,620 shares 203,620 $4.23M 0.02% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,151 shares; 2024Q4: 16,495 shares; 2025Q1: 29,695 shares; 2025Q2: 17,179 shares; 2025Q3: 16,468 shares; 2025Q4: 15,363 shares; 2026Q1: 25,147 shares; 2026Q2: 21,113 shares 21,113 $4.22M 0.02% -4,034 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,720 shares; 2024Q4: 28,691 shares; 2025Q1: 27,251 shares; 2025Q2: 29,477 shares; 2025Q3: 27,919 shares; 2025Q4: 27,916 shares; 2026Q1: 11,069 shares; 2026Q2: 12,187 shares 12,187 $4.19M 0.02% +1,118 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; 2024Q3: 82,283 shares; 2024Q4: 85,664 shares; 2025Q1: 85,526 shares; 2025Q2: 74,543 shares; 2025Q3: 76,872 shares; 2025Q4: 74,567 shares; 2026Q1: 76,643 shares; 2026Q2: 81,810 shares 81,810 $4.19M 0.02% +5,167 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661,851 shares; 2024Q4: 454,452 shares; 2025Q1: 339,288 shares; 2025Q2: 365,377 shares; 2025Q3: 93,327 shares; 2025Q4: 91,688 shares; 2026Q1: 89,901 shares; 2026Q2: 96,390 shares 96,390 $4.19M 0.02% +6,489 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,012 shares; 2026Q2: 44,411 shares 44,411 $4.18M 0.02% +7,399 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,252 shares; 2025Q1: 23,654 shares; 2025Q2: 55,166 shares; 2025Q3: 43,516 shares; 2025Q4: 51,453 shares; 2026Q1: 5,880 shares; 2026Q2: 44,865 shares 44,865 $4.17M 0.02% +38,985 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,588 shares; 2024Q4: 14,365 shares; 2025Q1: 12,437 shares; 2025Q2: 13,592 shares; 2025Q3: 13,124 shares; 2025Q4: 9,955 shares; 2026Q1: 9,666 shares; 2026Q2: 10,043 shares 10,043 $4.17M 0.02% +377 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,974 shares; 2024Q4: 57,121 shares; 2025Q1: 44,315 shares; 2025Q2: 36,827 shares; 2025Q3: 19,103 shares; 2025Q4: 19,433 shares; 2026Q1: 14,822 shares; 2026Q2: 18,849 shares 18,849 $4.16M 0.02% +4,027 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,335 shares; 2024Q4: 60,306 shares; 2025Q1: 66,857 shares; 2025Q2: 65,956 shares; 2025Q3: 66,686 shares; 2025Q4: 97,155 shares; 2026Q1: 105,573 shares; 2026Q2: 96,782 shares 96,782 $4.12M 0.02% -8,791 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,443 shares; 2024Q4: 117,546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,214 shares; 2026Q1: 68,525 shares; 2026Q2: 83,169 shares 83,169 $4.08M 0.02% +14,644 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,113 shares 44,113 $4.06M 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,556 shares; 2024Q4: 59,705 shares; 2025Q1: 41,111 shares; 2025Q2: 67,448 shares; 2025Q3: 50,495 shares; 2025Q4: 59,257 shares; 2026Q1: 61,767 shares; 2026Q2: 56,135 shares 56,135 $4.03M 0.02% -5,632 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,026 shares; 2024Q4: 19,249 shares; 2025Q1: 17,022 shares; 2025Q2: 17,294 shares; 2025Q3: 18,221 shares; 2025Q4: 16,469 shares; 2026Q1: 8,697 shares; 2026Q2: 8,064 shares 8,064 $4.01M 0.02% -633 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199,742 shares; 2025Q2: 192,119 shares; 2025Q3: 295,495 shares; 2025Q4: 345,307 shares; 2026Q1: 58,323 shares; 2026Q2: 80,137 shares 80,137 $3.99M 0.02% +21,814 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701,496 shares; 2024Q4: 775,552 shares; 2025Q1: 793,801 shares; 2025Q2: 605,651 shares; 2025Q3: 474,416 shares; 2025Q4: 467,082 shares; 2026Q1: 88,170 shares; 2026Q2: 65,628 shares 65,628 $3.99M 0.02% -22,542 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,535 shares; 2024Q4: 79,089 shares; 2025Q1: not reported; 2025Q2: 297,204 shares; 2025Q3: 270,277 shares; 2025Q4: 265,406 shares; 2026Q1: 236,904 shares; 2026Q2: 249,892 shares 249,892 $3.97M 0.02% +12,988 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,512 shares; 2024Q4: 32,241 shares; 2025Q1: 22,962 shares; 2025Q2: 27,895 shares; 2025Q3: 24,983 shares; 2025Q4: 23,710 shares; 2026Q1: 19,116 shares; 2026Q2: 18,517 shares 18,517 $3.94M 0.02% -599 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,158 shares; 2024Q4: 143,784 shares; 2025Q1: 147,217 shares; 2025Q2: 129,185 shares; 2025Q3: 138,217 shares; 2025Q4: 161,423 shares; 2026Q1: 168,389 shares; 2026Q2: 168,817 shares 168,817 $3.86M 0.02% +428 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,101 shares; 2024Q4: 68,886 shares; 2025Q1: 42,449 shares; 2025Q2: 33,557 shares; 2025Q3: 27,971 shares; 2025Q4: 26,934 shares; 2026Q1: 25,974 shares; 2026Q2: 31,319 shares 31,319 $3.86M 0.02% +5,345 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,984 shares 16,984 $3.8M 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,231 shares; 2025Q4: 2,673 shares; 2026Q1: 1,496 shares; 2026Q2: 3,940 shares 3,940 $3.8M 0.02% +2,444 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,602 shares; 2024Q4: 263,094 shares; 2025Q1: 271,624 shares; 2025Q2: 243,154 shares; 2025Q3: 263,397 shares; 2025Q4: 333,635 shares; 2026Q1: 331,078 shares; 2026Q2: 333,764 shares 333,764 $3.8M 0.02% +2,686 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,530 shares; 2024Q4: 42,405 shares; 2025Q1: 49,805 shares; 2025Q2: 66,852 shares; 2025Q3: 43,063 shares; 2025Q4: 58,567 shares; 2026Q1: 59,859 shares; 2026Q2: 62,913 shares 62,913 $3.79M 0.02% +3,054 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,123 shares; 2024Q4: 7,497 shares; 2025Q1: 7,334 shares; 2025Q2: 4,713 shares; 2025Q3: not reported; 2025Q4: 37,187 shares; 2026Q1: 41,879 shares; 2026Q2: 43,472 shares 43,472 $3.78M 0.02% +1,593 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,953 shares; 2024Q4: 75,590 shares; 2025Q1: 83,190 shares; 2025Q2: 79,105 shares; 2025Q3: 73,552 shares; 2025Q4: 63,692 shares; 2026Q1: 47,317 shares; 2026Q2: 50,789 shares 50,789 $3.78M 0.02% +3,472 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,293 shares; 2025Q1: 8,400 shares; 2025Q2: 8,729 shares; 2025Q3: 8,549 shares; 2025Q4: 23,436 shares; 2026Q1: 18,812 shares; 2026Q2: 23,572 shares 23,572 $3.77M 0.02% +4,760 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,588 shares; 2024Q4: 23,725 shares; 2025Q1: 18,858 shares; 2025Q2: 14,706 shares; 2025Q3: 13,582 shares; 2025Q4: 13,110 shares; 2026Q1: 10,265 shares; 2026Q2: 16,813 shares 16,813 $3.76M 0.02% +6,548 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,560 shares; 2024Q4: 63,211 shares; 2025Q1: 77,425 shares; 2025Q2: 56,007 shares; 2025Q3: 47,437 shares; 2025Q4: 49,849 shares; 2026Q1: 57,375 shares; 2026Q2: 63,474 shares 63,474 $3.74M 0.02% +6,099 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,647 shares; 2024Q4: 18,628 shares; 2025Q1: 9,282 shares; 2025Q2: 36,222 shares; 2025Q3: 32,961 shares; 2025Q4: 63,447 shares; 2026Q1: 20,122 shares; 2026Q2: 18,654 shares 18,654 $3.74M 0.02% -1,468 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,713 shares; 2024Q4: 130,145 shares; 2025Q1: 104,805 shares; 2025Q2: 109,485 shares; 2025Q3: 90,893 shares; 2025Q4: 50,509 shares; 2026Q1: 22,450 shares; 2026Q2: 30,041 shares 30,041 $3.74M 0.02% +7,591 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; 2024Q3: 43,222 shares; 2024Q4: 69,374 shares; 2025Q1: 66,532 shares; 2025Q2: 22,413 shares; 2025Q3: 32,096 shares; 2025Q4: 44,036 shares; 2026Q1: 30,331 shares; 2026Q2: 151,051 shares 151,051 $3.72M 0.02% +120,720 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,707 shares 16,707 $3.69M 0.02% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,903 shares; 2024Q4: 328,971 shares; 2025Q1: 157,372 shares; 2025Q2: 119,125 shares; 2025Q3: 87,710 shares; 2025Q4: 101,212 shares; 2026Q1: 121,144 shares; 2026Q2: 159,044 shares 159,044 $3.68M 0.02% +37,900 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; 2024Q3: 24,121 shares; 2024Q4: 44,866 shares; 2025Q1: 43,709 shares; 2025Q2: 16,303 shares; 2025Q3: 10,231 shares; 2025Q4: 11,718 shares; 2026Q1: not reported; 2026Q2: 150,332 shares 150,332 $3.63M 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,162 shares; 2024Q4: 6,310 shares; 2025Q1: 4,577 shares; 2025Q2: 5,082 shares; 2025Q3: 5,120 shares; 2025Q4: 5,089 shares; 2026Q1: 3,915 shares; 2026Q2: 5,138 shares 5,138 $3.61M 0.02% +1,223 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,199 shares; 2024Q4: 186,735 shares; 2025Q1: 208,735 shares; 2025Q2: 162,094 shares; 2025Q3: 123,274 shares; 2025Q4: 131,225 shares; 2026Q1: 120,524 shares; 2026Q2: 132,057 shares 132,057 $3.6M 0.02% +11,533 Timeline BILT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127,556 shares 127,556 $3.58M 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,486 shares; 2024Q4: 21,200 shares; 2025Q1: 15,759 shares; 2025Q2: 14,573 shares; 2025Q3: 13,324 shares; 2025Q4: 13,281 shares; 2026Q1: 10,563 shares; 2026Q2: 10,473 shares 10,473 $3.57M 0.02% -90 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,240 shares; 2024Q4: 90,313 shares; 2025Q1: 126,434 shares; 2025Q2: 97,364 shares; 2025Q3: 109,136 shares; 2025Q4: 130,989 shares; 2026Q1: 118,164 shares; 2026Q2: 134,619 shares 134,619 $3.52M 0.02% +16,455 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,029 shares; 2024Q4: 58,892 shares; 2025Q1: 46,525 shares; 2025Q2: 33,233 shares; 2025Q3: 30,974 shares; 2025Q4: 33,328 shares; 2026Q1: 22,365 shares; 2026Q2: 24,341 shares 24,341 $3.52M 0.02% +1,976 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,467 shares; 2024Q4: 213,750 shares; 2025Q1: 83,670 shares; 2025Q2: 72,943 shares; 2025Q3: 617,889 shares; 2025Q4: 636,598 shares; 2026Q1: 34,257 shares; 2026Q2: 69,537 shares 69,537 $3.52M 0.02% +35,280 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,671 shares; 2024Q4: 263,654 shares; 2025Q1: 260,919 shares; 2025Q2: 153,300 shares; 2025Q3: 124,801 shares; 2025Q4: 123,698 shares; 2026Q1: 72,417 shares; 2026Q2: 71,568 shares 71,568 $3.45M 0.02% -849 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,124 shares; 2024Q4: 47,356 shares; 2025Q1: 41,987 shares; 2025Q2: 42,194 shares; 2025Q3: 37,799 shares; 2025Q4: 42,356 shares; 2026Q1: 29,046 shares; 2026Q2: 29,858 shares 29,858 $3.41M 0.02% +812 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,753 shares; 2024Q4: 164,133 shares; 2025Q1: 141,000 shares; 2025Q2: 101,775 shares; 2025Q3: 100,795 shares; 2025Q4: 109,875 shares; 2026Q1: 37,292 shares; 2026Q2: 36,912 shares 36,912 $3.41M 0.02% -380 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735,192 shares; 2024Q4: 3,899,927 shares; 2025Q1: 2,260,417 shares; 2025Q2: 113,980 shares; 2025Q3: 13,371 shares; 2025Q4: 10,198 shares; 2026Q1: 10,311 shares; 2026Q2: 33,171 shares 33,171 $3.39M 0.02% +22,860 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,331 shares; 2026Q2: 17,965 shares 17,965 $3.38M 0.02% +634 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,825 shares; 2024Q4: 14,128 shares; 2025Q1: 13,895 shares; 2025Q2: 11,771 shares; 2025Q3: 8,341 shares; 2025Q4: 8,791 shares; 2026Q1: 10,103 shares; 2026Q2: 9,881 shares 9,881 $3.35M 0.02% -222 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; 2024Q3: 30,594 shares; 2024Q4: 28,330 shares; 2025Q1: 27,237 shares; 2025Q2: 27,185 shares; 2025Q3: 28,089 shares; 2025Q4: 27,757 shares; 2026Q1: 8,662 shares; 2026Q2: 8,619 shares 8,619 $3.33M 0.02% -43 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; 2024Q3: 82,176 shares; 2024Q4: 82,448 shares; 2025Q1: 64,604 shares; 2025Q2: 64,061 shares; 2025Q3: 61,345 shares; 2025Q4: 69,525 shares; 2026Q1: 34,996 shares; 2026Q2: 34,659 shares 34,659 $3.33M 0.02% -337 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,629 shares; 2024Q4: 14,806 shares; 2025Q1: 10,286 shares; 2025Q2: 11,185 shares; 2025Q3: 10,957 shares; 2025Q4: 10,608 shares; 2026Q1: 8,521 shares; 2026Q2: 10,436 shares 10,436 $3.29M 0.02% +1,915 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,861 shares; 2025Q2: 15,522 shares; 2025Q3: 43,114 shares; 2025Q4: 50,586 shares; 2026Q1: 56,957 shares; 2026Q2: 87,601 shares 87,601 $3.28M 0.02% +30,644 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,733 shares; 2024Q4: 8,298 shares; 2025Q1: 5,454 shares; 2025Q2: 4,931 shares; 2025Q3: 4,520 shares; 2025Q4: 4,274 shares; 2026Q1: 2,987 shares; 2026Q2: 2,368 shares 2,368 $3.27M 0.02% -619 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,094 shares; 2024Q4: 13,371 shares; 2025Q1: 11,918 shares; 2025Q2: 12,052 shares; 2025Q3: 10,039 shares; 2025Q4: 9,980 shares; 2026Q1: 5,387 shares; 2026Q2: 6,545 shares 6,545 $3.21M 0.02% +1,158 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,949 shares; 2024Q4: 18,220 shares; 2025Q1: 11,893 shares; 2025Q2: 10,326 shares; 2025Q3: 9,907 shares; 2025Q4: 11,291 shares; 2026Q1: 9,063 shares; 2026Q2: 9,060 shares 9,060 $3.21M 0.02% -3 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,345 shares; 2024Q4: 18,550 shares; 2025Q1: 14,271 shares; 2025Q2: 10,784 shares; 2025Q3: 21,137 shares; 2025Q4: 20,911 shares; 2026Q1: 9,605 shares; 2026Q2: 10,163 shares 10,163 $3.18M 0.02% +558 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,139 shares; 2024Q4: 82,644 shares; 2025Q1: 81,105 shares; 2025Q2: 85,969 shares; 2025Q3: 69,801 shares; 2025Q4: 78,497 shares; 2026Q1: 45,731 shares; 2026Q2: 51,625 shares 51,625 $3.17M 0.02% +5,894 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,313 shares; 2024Q4: 117,424 shares; 2025Q1: 119,866 shares; 2025Q2: 95,532 shares; 2025Q3: 91,543 shares; 2025Q4: 82,338 shares; 2026Q1: 62,090 shares; 2026Q2: 64,370 shares 64,370 $3.13M 0.01% +2,280 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,747 shares; 2024Q4: 350,894 shares; 2025Q1: 52,388 shares; 2025Q2: 21,447 shares; 2025Q3: 20,376 shares; 2025Q4: 28,846 shares; 2026Q1: 30,872 shares; 2026Q2: 35,608 shares 35,608 $3.13M 0.01% +4,736 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,631 shares; 2024Q4: 87,828 shares; 2025Q1: 90,293 shares; 2025Q2: 71,888 shares; 2025Q3: 70,665 shares; 2025Q4: 60,129 shares; 2026Q1: 9,060 shares; 2026Q2: 9,295 shares 9,295 $3.11M 0.01% +235 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,571 shares; 2024Q4: 14,854 shares; 2025Q1: 15,214 shares; 2025Q2: 10,367 shares; 2025Q3: 10,343 shares; 2025Q4: 11,429 shares; 2026Q1: 14,660 shares; 2026Q2: 16,522 shares 16,522 $3.11M 0.01% +1,862 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,906 shares; 2024Q4: 126,407 shares; 2025Q1: 153,711 shares; 2025Q2: 49,223 shares; 2025Q3: 97,206 shares; 2025Q4: 128,697 shares; 2026Q1: 91,664 shares; 2026Q2: 113,707 shares 113,707 $3.11M 0.01% +22,043 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687,562 shares; 2024Q4: 671,953 shares; 2025Q1: 608,536 shares; 2025Q2: 264,726 shares; 2025Q3: 279,983 shares; 2025Q4: 279,884 shares; 2026Q1: 58,225 shares; 2026Q2: 58,397 shares 58,397 $3.1M 0.01% +172 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,088 shares; 2024Q4: 32,450 shares; 2025Q1: 10,026 shares; 2025Q2: 22,683 shares; 2025Q3: 21,073 shares; 2025Q4: 21,498 shares; 2026Q1: 19,977 shares; 2026Q2: 18,107 shares 18,107 $3.07M 0.01% -1,870 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,338 shares; 2024Q4: 43,191 shares; 2025Q1: 46,053 shares; 2025Q2: 13,327 shares; 2025Q3: 5,173 shares; 2025Q4: 12,063 shares; 2026Q1: 10,326 shares; 2026Q2: 12,799 shares 12,799 $3.04M 0.01% +2,473 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 188,153 shares; 2025Q1: 231,633 shares; 2025Q2: 124,495 shares; 2025Q3: 113,118 shares; 2025Q4: 132,664 shares; 2026Q1: 136,122 shares; 2026Q2: 145,410 shares 145,410 $3.03M 0.01% +9,288 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,819 shares; 2024Q4: 6,581 shares; 2025Q1: 7,259 shares; 2025Q2: 6,836 shares; 2025Q3: 5,442 shares; 2025Q4: 5,259 shares; 2026Q1: 6,193 shares; 2026Q2: 6,687 shares 6,687 $3.03M 0.01% +494 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,056 shares; 2024Q4: 65,075 shares; 2025Q1: 96,446 shares; 2025Q2: 113,119 shares; 2025Q3: 122,266 shares; 2025Q4: 84,165 shares; 2026Q1: 94,913 shares; 2026Q2: 44,673 shares 44,673 $3.02M 0.01% -50,240 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,605 shares; 2024Q4: 17,235 shares; 2025Q1: 18,625 shares; 2025Q2: 13,184 shares; 2025Q3: 26,317 shares; 2025Q4: 24,847 shares; 2026Q1: 15,627 shares; 2026Q2: 17,171 shares 17,171 $3.01M 0.01% +1,544 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 31,577 shares; 2025Q1: 19,628 shares; 2025Q2: 18,696 shares; 2025Q3: 17,558 shares; 2025Q4: 16,739 shares; 2026Q1: 11,255 shares; 2026Q2: 13,750 shares 13,750 $3M 0.01% +2,495 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,972 shares; 2024Q4: 37,063 shares; 2025Q1: 23,283 shares; 2025Q2: 19,594 shares; 2025Q3: 19,381 shares; 2025Q4: 21,436 shares; 2026Q1: 18,309 shares; 2026Q2: 19,022 shares 19,022 $2.98M 0.01% +713 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,037 shares; 2024Q4: 43,424 shares; 2025Q1: 27,437 shares; 2025Q2: 22,163 shares; 2025Q3: 31,736 shares; 2025Q4: 34,840 shares; 2026Q1: 30,547 shares; 2026Q2: 30,820 shares 30,820 $2.97M 0.01% +273 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,175 shares; 2024Q4: 17,666 shares; 2025Q1: 15,324 shares; 2025Q2: 11,849 shares; 2025Q3: 10,404 shares; 2025Q4: 11,361 shares; 2026Q1: 9,789 shares; 2026Q2: 10,421 shares 10,421 $2.9M 0.01% +632 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,486 shares; 2024Q4: 28,705 shares; 2025Q1: 18,839 shares; 2025Q2: 21,028 shares; 2025Q3: 21,459 shares; 2025Q4: 19,997 shares; 2026Q1: 29,844 shares; 2026Q2: 30,318 shares 30,318 $2.84M 0.01% +474 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,712 shares; 2024Q4: 39,289 shares; 2025Q1: 33,422 shares; 2025Q2: 33,652 shares; 2025Q3: 34,555 shares; 2025Q4: 73,728 shares; 2026Q1: 16,586 shares; 2026Q2: 20,742 shares 20,742 $2.84M 0.01% +4,156 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,569 shares; 2024Q4: 102,014 shares; 2025Q1: 42,980 shares; 2025Q2: 10,861 shares; 2025Q3: 10,037 shares; 2025Q4: 32,468 shares; 2026Q1: 28,970 shares; 2026Q2: 30,272 shares 30,272 $2.82M 0.01% +1,302 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,097 shares; 2024Q4: 407,833 shares; 2025Q1: 367,325 shares; 2025Q2: 345,010 shares; 2025Q3: 288,930 shares; 2025Q4: 275,914 shares; 2026Q1: 108,019 shares; 2026Q2: 114,895 shares 114,895 $2.82M 0.01% +6,876 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,237 shares; 2024Q4: 29,785 shares; 2025Q1: 17,937 shares; 2025Q2: 16,286 shares; 2025Q3: 13,362 shares; 2025Q4: 11,628 shares; 2026Q1: 17,312 shares; 2026Q2: 5,450 shares 5,450 $2.81M 0.01% -11,862 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,373 shares; 2024Q4: 13,647 shares; 2025Q1: 35,641 shares; 2025Q2: 31,338 shares; 2025Q3: 30,109 shares; 2025Q4: 29,108 shares; 2026Q1: 21,941 shares; 2026Q2: 27,058 shares 27,058 $2.79M 0.01% +5,117 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,167 shares; 2024Q4: 68,910 shares; 2025Q1: 43,127 shares; 2025Q2: 39,501 shares; 2025Q3: 26,997 shares; 2025Q4: 25,811 shares; 2026Q1: 16,171 shares; 2026Q2: 16,403 shares 16,403 $2.77M 0.01% +232 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,994 shares; 2024Q4: 2,127 shares; 2025Q1: 4,067 shares; 2025Q2: 3,307 shares; 2025Q3: 1,536 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,771 shares 7,771 $2.76M 0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,540 shares; 2024Q4: 28,099 shares; 2025Q1: 21,725 shares; 2025Q2: 11,727 shares; 2025Q3: 11,175 shares; 2025Q4: 10,811 shares; 2026Q1: 5,855 shares; 2026Q2: 5,391 shares 5,391 $2.75M 0.01% -464 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,088 shares; 2024Q4: 12,321 shares; 2025Q1: 9,503 shares; 2025Q2: 8,260 shares; 2025Q3: 6,798 shares; 2025Q4: 4,364 shares; 2026Q1: 28,708 shares; 2026Q2: 36,824 shares 36,824 $2.74M 0.01% +8,116 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,661 shares; 2024Q4: 88,512 shares; 2025Q1: 91,036 shares; 2025Q2: 69,195 shares; 2025Q3: 72,051 shares; 2025Q4: 70,277 shares; 2026Q1: 25,200 shares; 2026Q2: 23,769 shares 23,769 $2.73M 0.01% -1,431 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,377 shares; 2024Q4: 3,382 shares; 2025Q1: 3,188 shares; 2025Q2: 2,789 shares; 2025Q3: 10,854 shares; 2025Q4: 11,044 shares; 2026Q1: 7,464 shares; 2026Q2: 7,145 shares 7,145 $2.72M 0.01% -319 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,764 shares; 2024Q4: 11,673 shares; 2025Q1: 8,698 shares; 2025Q2: 54,783 shares; 2025Q3: 45,113 shares; 2025Q4: 14,193 shares; 2026Q1: 22,929 shares; 2026Q2: 31,052 shares 31,052 $2.7M 0.01% +8,123 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,784 shares; 2024Q4: 22,360 shares; 2025Q1: 22,558 shares; 2025Q2: 16,437 shares; 2025Q3: 18,203 shares; 2025Q4: 18,653 shares; 2026Q1: 16,213 shares; 2026Q2: 17,042 shares 17,042 $2.68M 0.01% +829 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,469 shares; 2024Q4: 15,378 shares; 2025Q1: 9,870 shares; 2025Q2: 15,206 shares; 2025Q3: 6,806 shares; 2025Q4: 6,477 shares; 2026Q1: 2,747 shares; 2026Q2: 22,263 shares 22,263 $2.66M 0.01% +19,516 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,652 shares; 2024Q4: 16,765 shares; 2025Q1: 15,962 shares; 2025Q2: 15,443 shares; 2025Q3: 15,370 shares; 2025Q4: 46,242 shares; 2026Q1: 3,590 shares; 2026Q2: 6,166 shares 6,166 $2.66M 0.01% +2,576 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,253 shares; 2024Q4: 14,130 shares; 2025Q1: 7,665 shares; 2025Q2: 6,383 shares; 2025Q3: 4,685 shares; 2025Q4: 4,394 shares; 2026Q1: 7,424 shares; 2026Q2: 8,032 shares 8,032 $2.65M 0.01% +608 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,208 shares; 2024Q4: 107,731 shares; 2025Q1: 155,483 shares; 2025Q2: 154,183 shares; 2025Q3: 67,130 shares; 2025Q4: 48,125 shares; 2026Q1: 11,480 shares; 2026Q2: 16,334 shares 16,334 $2.64M 0.01% +4,854 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,671 shares; 2024Q4: 5,308 shares; 2025Q1: 5,613 shares; 2025Q2: 6,132 shares; 2025Q3: 6,337 shares; 2025Q4: 11,629 shares; 2026Q1: 11,190 shares; 2026Q2: 14,498 shares 14,498 $2.63M 0.01% +3,308 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,313 shares; 2025Q4: 156,818 shares; 2026Q1: 47,639 shares; 2026Q2: 49,130 shares 49,130 $2.62M 0.01% +1,491 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,988 shares; 2025Q3: 41,281 shares; 2025Q4: 47,244 shares; 2026Q1: 58,993 shares; 2026Q2: 70,653 shares 70,653 $2.61M 0.01% +11,660 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,412 shares; 2024Q4: 77,978 shares; 2025Q1: 35,395 shares; 2025Q2: 32,529 shares; 2025Q3: 30,430 shares; 2025Q4: 30,134 shares; 2026Q1: 22,177 shares; 2026Q2: 19,124 shares 19,124 $2.58M 0.01% -3,053 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,452 shares; 2024Q4: 315,089 shares; 2025Q1: 240,837 shares; 2025Q2: 182,411 shares; 2025Q3: 165,694 shares; 2025Q4: 152,223 shares; 2026Q1: 42,846 shares; 2026Q2: 44,309 shares 44,309 $2.56M 0.01% +1,463 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,212 shares; 2024Q4: 160,616 shares; 2025Q1: 141,152 shares; 2025Q2: 114,174 shares; 2025Q3: 55,556 shares; 2025Q4: 48,064 shares; 2026Q1: 31,790 shares; 2026Q2: 32,031 shares 32,031 $2.56M 0.01% +241 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,114 shares; 2024Q4: 17,003 shares; 2025Q1: 15,936 shares; 2025Q2: 17,787 shares; 2025Q3: 8,205 shares; 2025Q4: 8,407 shares; 2026Q1: 6,732 shares; 2026Q2: 7,709 shares 7,709 $2.54M 0.01% +977 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,180 shares; 2024Q4: 52,638 shares; 2025Q1: 7,023 shares; 2025Q2: 6,195 shares; 2025Q3: 7,003 shares; 2025Q4: 7,332 shares; 2026Q1: 8,959 shares; 2026Q2: 18,871 shares 18,871 $2.54M 0.01% +9,912 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,698 shares; 2024Q4: 31,983 shares; 2025Q1: 12,345 shares; 2025Q2: 69,070 shares; 2025Q3: 71,643 shares; 2025Q4: 75,561 shares; 2026Q1: 44,392 shares; 2026Q2: 40,969 shares 40,969 $2.53M 0.01% -3,423 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,740 shares; 2024Q4: 5,911 shares; 2025Q1: 5,354 shares; 2025Q2: 21,168 shares; 2025Q3: 21,312 shares; 2025Q4: 21,768 shares; 2026Q1: 18,443 shares; 2026Q2: 16,114 shares 16,114 $2.46M 0.01% -2,329 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,608 shares; 2024Q4: 156,607 shares; 2025Q1: 145,528 shares; 2025Q2: 146,380 shares; 2025Q3: 85,928 shares; 2025Q4: 86,443 shares; 2026Q1: 45,076 shares; 2026Q2: 45,120 shares 45,120 $2.45M 0.01% +44 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,015 shares; 2024Q4: 79,421 shares; 2025Q1: 83,340 shares; 2025Q2: 70,530 shares; 2025Q3: 70,223 shares; 2025Q4: 65,208 shares; 2026Q1: 64,608 shares; 2026Q2: 62,676 shares 62,676 $2.44M 0.01% -1,932 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,629 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,427 shares; 2026Q1: 4,546 shares; 2026Q2: 7,243 shares 7,243 $2.43M 0.01% +2,697 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,804 shares; 2024Q4: 118,337 shares; 2025Q1: 64,698 shares; 2025Q2: 58,746 shares; 2025Q3: 47,619 shares; 2025Q4: 46,808 shares; 2026Q1: 41,540 shares; 2026Q2: 50,812 shares 50,812 $2.42M 0.01% +9,272 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; 2024Q3: 22,830 shares; 2024Q4: 19,687 shares; 2025Q1: 19,776 shares; 2025Q2: 21,739 shares; 2025Q3: 17,310 shares; 2025Q4: 16,350 shares; 2026Q1: 13,653 shares; 2026Q2: 13,320 shares 13,320 $2.38M 0.01% -333 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,668 shares; 2024Q4: 20,884 shares; 2025Q1: 543,580 shares; 2025Q2: 839,810 shares; 2025Q3: 16,435 shares; 2025Q4: 92,407 shares; 2026Q1: 149,113 shares; 2026Q2: 161,360 shares 161,360 $2.37M 0.01% +12,247 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,421 shares; 2024Q4: 98,896 shares; 2025Q1: 83,899 shares; 2025Q2: 82,746 shares; 2025Q3: 95,827 shares; 2025Q4: 97,838 shares; 2026Q1: 64,011 shares; 2026Q2: 47,314 shares 47,314 $2.36M 0.01% -16,697 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; 2024Q3: 69,506 shares; 2024Q4: 67,383 shares; 2025Q1: 59,085 shares; 2025Q2: 54,342 shares; 2025Q3: 53,267 shares; 2025Q4: 50,870 shares; 2026Q1: 13,999 shares; 2026Q2: 14,398 shares 14,398 $2.36M 0.01% +399 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,109 shares; 2026Q1: 40,791 shares; 2026Q2: 38,745 shares 38,745 $2.33M 0.01% -2,046 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,811 shares; 2024Q4: 22,398 shares; 2025Q1: 26,425 shares; 2025Q2: 28,876 shares; 2025Q3: 16,506 shares; 2025Q4: 20,913 shares; 2026Q1: 22,616 shares; 2026Q2: 23,532 shares 23,532 $2.32M 0.01% +916 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,456 shares; 2024Q4: 67,819 shares; 2025Q1: 81,556 shares; 2025Q2: 68,801 shares; 2025Q3: 74,069 shares; 2025Q4: 85,820 shares; 2026Q1: 57,416 shares; 2026Q2: 56,940 shares 56,940 $2.31M 0.01% -476 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,257 shares; 2025Q1: 5,605 shares; 2025Q2: 16,947 shares; 2025Q3: 16,795 shares; 2025Q4: 17,075 shares; 2026Q1: 16,590 shares; 2026Q2: 17,254 shares 17,254 $2.29M 0.01% +664 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,603 shares; 2024Q4: 112,181 shares; 2025Q1: 86,710 shares; 2025Q2: 80,069 shares; 2025Q3: 77,394 shares; 2025Q4: 79,572 shares; 2026Q1: 53,075 shares; 2026Q2: 53,426 shares 53,426 $2.28M 0.01% +351 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; 2024Q3: 9,583 shares; 2024Q4: 10,853 shares; 2025Q1: 7,920 shares; 2025Q2: 13,892 shares; 2025Q3: 13,035 shares; 2025Q4: 13,462 shares; 2026Q1: 12,650 shares; 2026Q2: 14,500 shares 14,500 $2.26M 0.01% +1,850 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,069 shares; 2024Q4: 7,772 shares; 2025Q1: 5,103 shares; 2025Q2: 12,256 shares; 2025Q3: 11,946 shares; 2025Q4: 12,254 shares; 2026Q1: 12,671 shares; 2026Q2: 10,979 shares 10,979 $2.25M 0.01% -1,692 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,825 shares; 2024Q4: 39,171 shares; 2025Q1: 35,014 shares; 2025Q2: 26,534 shares; 2025Q3: 12,332 shares; 2025Q4: 13,810 shares; 2026Q1: 66,799 shares; 2026Q2: 42,704 shares 42,704 $2.25M 0.01% -24,095 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,507 shares; 2024Q4: 100,821 shares; 2025Q1: 91,940 shares; 2025Q2: 74,259 shares; 2025Q3: 73,537 shares; 2025Q4: 71,896 shares; 2026Q1: 92,823 shares; 2026Q2: 102,224 shares 102,224 $2.24M 0.01% +9,401 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346 shares; 2024Q4: 1,522 shares; 2025Q1: 1,296 shares; 2025Q2: 3,738 shares; 2025Q3: 4,517 shares; 2025Q4: 4,485 shares; 2026Q1: 6,479 shares; 2026Q2: 6,173 shares 6,173 $2.24M 0.01% -306 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,887 shares; 2024Q4: 55,951 shares; 2025Q1: 39,473 shares; 2025Q2: 31,461 shares; 2025Q3: 26,456 shares; 2025Q4: 13,011 shares; 2026Q1: 8,958 shares; 2026Q2: 11,104 shares 11,104 $2.24M 0.01% +2,146 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535,894 shares; 2024Q4: 59,304 shares; 2025Q1: 46,520 shares; 2025Q2: 41,225 shares; 2025Q3: 40,721 shares; 2025Q4: 37,058 shares; 2026Q1: 35,745 shares; 2026Q2: 37,513 shares 37,513 $2.22M 0.01% +1,768 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,515 shares; 2024Q4: 64,341 shares; 2025Q1: 67,221 shares; 2025Q2: 38,170 shares; 2025Q3: 25,118 shares; 2025Q4: 27,516 shares; 2026Q1: 22,422 shares; 2026Q2: 18,930 shares 18,930 $2.22M 0.01% -3,492 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,908 shares; 2024Q4: 4,906 shares; 2025Q1: 4,204 shares; 2025Q2: 4,096 shares; 2025Q3: 4,147 shares; 2025Q4: 5,156 shares; 2026Q1: 3,541 shares; 2026Q2: 3,107 shares 3,107 $2.22M 0.01% -434 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,065 shares; 2026Q1: 27,987 shares; 2026Q2: 35,381 shares 35,381 $2.2M 0.01% +7,394 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,717 shares; 2024Q4: 11,908 shares; 2025Q1: 20,469 shares; 2025Q2: 17,010 shares; 2025Q3: 15,082 shares; 2025Q4: 13,432 shares; 2026Q1: 9,543 shares; 2026Q2: 9,930 shares 9,930 $2.2M 0.01% +387 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,140 shares; 2025Q2: 26,691 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,582 shares 55,582 $2.17M 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,502 shares; 2024Q4: 3,689 shares; 2025Q1: 2,550 shares; 2025Q2: 2,828 shares; 2025Q3: 2,267 shares; 2025Q4: 2,709 shares; 2026Q1: 2,544 shares; 2026Q2: 2,607 shares 2,607 $2.16M 0.01% +63 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,114 shares; 2024Q4: 2,607 shares; 2025Q1: not reported; 2025Q2: 149,528 shares; 2025Q3: 14,723 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,087 shares 19,087 $2.16M 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,158 shares; 2026Q1: 35,179 shares; 2026Q2: 27,608 shares 27,608 $2.15M 0.01% -7,571 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,341 shares; 2024Q4: 70,210 shares; 2025Q1: 67,631 shares; 2025Q2: 32,420 shares; 2025Q3: 20,265 shares; 2025Q4: 19,750 shares; 2026Q1: 19,759 shares; 2026Q2: 20,586 shares 20,586 $2.14M 0.01% +827 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; 2024Q3: 34,737 shares; 2024Q4: 35,778 shares; 2025Q1: 38,703 shares; 2025Q2: 36,772 shares; 2025Q3: 30,370 shares; 2025Q4: 35,772 shares; 2026Q1: 34,953 shares; 2026Q2: 41,658 shares 41,658 $2.14M 0.01% +6,705 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,989 shares; 2024Q4: 22,057 shares; 2025Q1: 23,258 shares; 2025Q2: 30,237 shares; 2025Q3: 20,013 shares; 2025Q4: 8,107 shares; 2026Q1: 5,115 shares; 2026Q2: 23,516 shares 23,516 $2.13M 0.01% +18,401 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; 2024Q3: 86,266 shares; 2024Q4: 97,963 shares; 2025Q1: 118,285 shares; 2025Q2: 118,889 shares; 2025Q3: 114,873 shares; 2025Q4: 112,281 shares; 2026Q1: 98,028 shares; 2026Q2: 103,456 shares 103,456 $2.07M 0.01% +5,428 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947,863 shares; 2024Q4: 77,117 shares; 2025Q1: 58,813 shares; 2025Q2: 41,244 shares; 2025Q3: 40,753 shares; 2025Q4: 44,576 shares; 2026Q1: 44,054 shares; 2026Q2: 45,531 shares 45,531 $2.04M 0.01% +1,477 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,859 shares; 2024Q4: 4,900 shares; 2025Q1: 3,596 shares; 2025Q2: 3,073 shares; 2025Q3: 2,115 shares; 2025Q4: 1,704 shares; 2026Q1: 1,074 shares; 2026Q2: 3,642 shares 3,642 $2.04M 0.01% +2,568 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,329 shares; 2024Q4: 52,616 shares; 2025Q1: 51,228 shares; 2025Q2: 53,039 shares; 2025Q3: 53,077 shares; 2025Q4: 56,161 shares; 2026Q1: 23,256 shares; 2026Q2: 24,531 shares 24,531 $2.03M 0.01% +1,275 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,235 shares; 2024Q4: 14,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,073 shares; 2025Q4: 50,345 shares; 2026Q1: 41,985 shares; 2026Q2: 42,515 shares 42,515 $2.03M 0.01% +530 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,529 shares; 2024Q4: 97,492 shares; 2025Q1: 82,509 shares; 2025Q2: 62,863 shares; 2025Q3: 60,692 shares; 2025Q4: 26,925 shares; 2026Q1: 16,674 shares; 2026Q2: 35,927 shares 35,927 $2.03M 0.01% +19,253 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,006 shares; 2026Q1: 38,759 shares; 2026Q2: 48,264 shares 48,264 $2.02M 0.01% +9,505 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,698 shares; 2024Q4: 32,344 shares; 2025Q1: 64,258 shares; 2025Q2: 109,811 shares; 2025Q3: 85,856 shares; 2025Q4: 91,684 shares; 2026Q1: 77,324 shares; 2026Q2: 90,271 shares 90,271 $2.02M 0.01% +12,947 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,856 shares; 2024Q4: 6,486 shares; 2025Q1: 5,191 shares; 2025Q2: 17,553 shares; 2025Q3: 17,571 shares; 2025Q4: 17,392 shares; 2026Q1: 15,524 shares; 2026Q2: 15,629 shares 15,629 $2.02M 0.01% +105 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: 3,981 shares; 2025Q1: 4,150 shares; 2025Q2: 26,199 shares; 2025Q3: 16,246 shares; 2025Q4: 16,592 shares; 2026Q1: 12,291 shares; 2026Q2: 5,103 shares 5,103 $2.01M 0.01% -7,188 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,002 shares; 2024Q4: 2,928 shares; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 660 shares; 2025Q4: 4,756 shares; 2026Q1: 4,298 shares; 2026Q2: 3,516 shares 3,516 $1.98M 0.01% -782 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,431 shares 26,431 $1.96M 0.01% new Timeline