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EP Wealth Advisors, LLC

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13F filer, CIK 1540569, TORRANCE, CA

EP Wealth Advisors, LLC reported $26,169,320,775 across 1,713 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 37.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-014114

Period
2026-06-30
Reported value
$26.2B
Holdings
1,713
Top 10 weight
37.57%
New
413
Sold out
196

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+19,678,907$1.7B
IEMGadded+2,940,603$244M
AAPLadded+840,681$243M
BIVadded+1,938,104$149M
VTVadded+560,448$122M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XOMexited-976,115-$166M
VWOreduced-1,441,257-$86M
HONexited-323,794-$73.2M
NKEreduced-388,260-$15.9M
SPGIreduced-37,628-$15.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001398344-26-014114, largest first. % of portfolio is the value over $26,169,320,775, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,176,728 shares; 2024Q4: 3,226,810 shares; 2025Q1: 3,336,464 shares; 2025Q2: 3,463,113 shares; 2025Q3: not loaded; 2025Q4: 3,464,230 shares; 2026Q1: 3,651,263 shares; 2026Q2: 23,330,170 shares 23,330,170$2.01B7.68%+19,678,907Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,741,128 shares; 2024Q4: 2,480,962 shares; 2025Q1: 2,383,097 shares; 2025Q2: 2,234,873 shares; 2025Q3: not loaded; 2025Q4: 7,915,910 shares; 2026Q1: 8,418,734 shares; 2026Q2: 8,979,182 shares 8,979,182$1.96B7.48%+560,448Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,037,989 shares; 2024Q4: 4,575,308 shares; 2025Q1: 5,394,520 shares; 2025Q2: 6,071,963 shares; 2025Q3: not loaded; 2025Q4: 8,635,792 shares; 2026Q1: 10,240,765 shares; 2026Q2: 12,178,869 shares 12,178,869$934M3.57%+1,938,104Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,074,299 shares; 2024Q4: 2,049,802 shares; 2025Q1: 2,016,719 shares; 2025Q2: 2,136,596 shares; 2025Q3: not loaded; 2025Q4: 2,291,304 shares; 2026Q1: 2,296,297 shares; 2026Q2: 3,136,978 shares 3,136,978$908M3.47%+840,681Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927,092 shares; 2024Q4: 1,276,253 shares; 2025Q1: 1,515,445 shares; 2025Q2: 1,674,933 shares; 2025Q3: not loaded; 2025Q4: 3,906,096 shares; 2026Q1: 4,140,038 shares; 2026Q2: 4,488,689 shares 4,488,689$887M3.39%+348,651Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,101,521 shares; 2024Q4: 3,757,454 shares; 2025Q1: 4,298,002 shares; 2025Q2: 4,821,980 shares; 2025Q3: not loaded; 2025Q4: 6,533,152 shares; 2026Q1: 7,239,592 shares; 2026Q2: 8,253,048 shares 8,253,048$771M2.94%+1,013,456Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,010,083 shares; 2024Q4: 5,158,068 shares; 2025Q1: 5,712,698 shares; 2025Q2: 7,752,802 shares; 2025Q3: not loaded; 2025Q4: 10,517,099 shares; 2026Q1: 11,720,729 shares; 2026Q2: 13,710,330 shares 13,710,330$719M2.75%+1,989,601Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473,805 shares; 2024Q4: 1,427,979 shares; 2025Q1: 1,453,222 shares; 2025Q2: 1,860,996 shares; 2025Q3: not loaded; 2025Q4: 2,405,666 shares; 2026Q1: 2,627,656 shares; 2026Q2: 3,070,726 shares 3,070,726$614M2.35%+443,070Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715,993 shares; 2024Q4: 936,468 shares; 2025Q1: 1,061,830 shares; 2025Q2: 1,229,552 shares; 2025Q3: not loaded; 2025Q4: 1,405,344 shares; 2026Q1: 1,551,126 shares; 2026Q2: 1,752,727 shares 1,752,727$537M2.05%+201,601Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100,342 shares; 2024Q4: 2,665,257 shares; 2025Q1: 3,007,183 shares; 2025Q2: 3,561,564 shares; 2025Q3: not loaded; 2025Q4: 6,098,853 shares; 2026Q1: 7,226,755 shares; 2026Q2: 9,199,022 shares 9,199,022$497M1.9%+1,972,267Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688,763 shares; 2024Q4: 2,315,491 shares; 2025Q1: 2,345,970 shares; 2025Q2: 2,370,636 shares; 2025Q3: not loaded; 2025Q4: 2,780,493 shares; 2026Q1: 3,190,653 shares; 2026Q2: 3,949,910 shares 3,949,910$391M1.49%+759,257Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036,909 shares; 2024Q4: 1,020,401 shares; 2025Q1: 1,045,421 shares; 2025Q2: 1,086,726 shares; 2025Q3: not loaded; 2025Q4: 1,056,915 shares; 2026Q1: 1,046,211 shares; 2026Q2: 1,082,743 shares 1,082,743$387M1.48%+36,532Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,114 shares; 2024Q4: 460,505 shares; 2025Q1: 601,701 shares; 2025Q2: 642,042 shares; 2025Q3: not loaded; 2025Q4: 776,329 shares; 2026Q1: 807,814 shares; 2026Q2: 1,020,017 shares 1,020,017$373M1.43%+212,203Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050,806 shares; 2024Q4: 4,762,715 shares; 2025Q1: 5,412,696 shares; 2025Q2: 5,938,667 shares; 2025Q3: not loaded; 2025Q4: 7,186,168 shares; 2026Q1: 7,672,486 shares; 2026Q2: 6,231,229 shares 6,231,229$372M1.42%-1,441,257Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,082 shares; 2024Q4: 386,193 shares; 2025Q1: 406,522 shares; 2025Q2: 443,374 shares; 2025Q3: not loaded; 2025Q4: 466,906 shares; 2026Q1: 445,988 shares; 2026Q2: 482,806 shares 482,806$361M1.38%+36,818Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694,975 shares; 2024Q4: 687,532 shares; 2025Q1: 715,551 shares; 2025Q2: 796,992 shares; 2025Q3: not loaded; 2025Q4: 816,222 shares; 2026Q1: 831,319 shares; 2026Q2: 939,168 shares 939,168$350M1.34%+107,849Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,695 shares; 2024Q4: 146,996 shares; 2025Q1: 184,743 shares; 2025Q2: 308,707 shares; 2025Q3: not loaded; 2025Q4: 353,724 shares; 2026Q1: 485,913 shares; 2026Q2: 505,167 shares 505,167$347M1.33%+19,254Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108,900 shares; 2024Q4: 1,064,585 shares; 2025Q1: 1,085,574 shares; 2025Q2: 1,183,402 shares; 2025Q3: not loaded; 2025Q4: 1,217,007 shares; 2026Q1: 1,326,047 shares; 2026Q2: 1,431,137 shares 1,431,137$341M1.3%+105,090Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951,118 shares; 2024Q4: 902,292 shares; 2025Q1: 879,535 shares; 2025Q2: 898,247 shares; 2025Q3: not loaded; 2025Q4: 856,403 shares; 2026Q1: 811,673 shares; 2026Q2: 883,315 shares 883,315$334M1.28%+71,642Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848,655 shares; 2024Q4: 2,231,308 shares; 2025Q1: 3,016,203 shares; 2025Q2: 3,270,120 shares; 2025Q3: not loaded; 2025Q4: 4,183,471 shares; 2026Q1: 4,301,015 shares; 2026Q2: 4,751,916 shares 4,751,916$332M1.27%+450,901Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675,696 shares; 2024Q4: 684,800 shares; 2025Q1: 690,537 shares; 2025Q2: 841,838 shares; 2025Q3: not loaded; 2025Q4: 1,627,052 shares; 2026Q1: 1,714,371 shares; 2026Q2: 1,697,667 shares 1,697,667$323M1.24%-16,704Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,160 shares; 2024Q4: 86,045 shares; 2025Q1: 87,505 shares; 2025Q2: 178,759 shares; 2025Q3: not loaded; 2025Q4: 198,621 shares; 2026Q1: 382,980 shares; 2026Q2: 384,493 shares 384,493$288M1.1%+1,513Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539,377 shares; 2024Q4: 293,305 shares; 2025Q1: 223,216 shares; 2025Q2: 459,637 shares; 2025Q3: not loaded; 2025Q4: 225,292 shares; 2026Q1: 235,805 shares; 2026Q2: 3,176,408 shares 3,176,408$263M1.01%+2,940,603Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694,179 shares; 2024Q4: 684,934 shares; 2025Q1: 704,605 shares; 2025Q2: 754,053 shares; 2025Q3: not loaded; 2025Q4: 646,590 shares; 2026Q1: 657,750 shares; 2026Q2: 724,174 shares 724,174$237M0.91%+66,424Timeline
BLCVBLACKROCK ETF TRUSTQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 5,174,560 shares; 2026Q2: 5,033,084 shares 5,033,084$208M0.79%-141,476Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,719 shares; 2024Q4: 544,338 shares; 2025Q1: 562,576 shares; 2025Q2: 580,128 shares; 2025Q3: not loaded; 2025Q4: 627,432 shares; 2026Q1: 611,615 shares; 2026Q2: 708,767 shares 708,767$180M0.69%+97,152Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,193,828 shares; 2024Q4: 5,373,142 shares; 2025Q1: 5,744,383 shares; 2025Q2: 5,783,492 shares; 2025Q3: not loaded; 2025Q4: 6,570,523 shares; 2026Q1: 6,993,963 shares; 2026Q2: 7,063,645 shares 7,063,645$161M0.61%+69,682Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,132 shares; 2024Q4: 60,402 shares; 2025Q1: 185,442 shares; 2025Q2: 246,086 shares; 2025Q3: not loaded; 2025Q4: 247,976 shares; 2026Q1: 252,335 shares; 2026Q2: 274,074 shares 274,074$159M0.61%+21,739Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,006 shares; 2024Q4: 189,774 shares; 2025Q1: 187,851 shares; 2025Q2: 180,668 shares; 2025Q3: not loaded; 2025Q4: 207,297 shares; 2026Q1: 225,005 shares; 2026Q2: 262,961 shares 262,961$148M0.57%+37,956Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,423 shares; 2024Q4: 136,542 shares; 2025Q1: 139,638 shares; 2025Q2: 146,017 shares; 2025Q3: not loaded; 2025Q4: 149,784 shares; 2026Q1: 148,308 shares; 2026Q2: 155,825 shares 155,825$146M0.56%+7,517Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,787 shares; 2024Q4: 220,606 shares; 2025Q1: 253,687 shares; 2025Q2: 321,259 shares; 2025Q3: not loaded; 2025Q4: 355,111 shares; 2026Q1: 343,987 shares; 2026Q2: 399,284 shares 399,284$141M0.54%+55,297Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,364 shares; 2024Q4: 102,584 shares; 2025Q1: 102,385 shares; 2025Q2: 134,517 shares; 2025Q3: not loaded; 2025Q4: 129,784 shares; 2026Q1: 140,627 shares; 2026Q2: 177,229 shares 177,229$131M0.5%+36,602Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,449 shares; 2025Q2: 228,074 shares; 2025Q3: not loaded; 2025Q4: 237,648 shares; 2026Q1: 227,644 shares; 2026Q2: 255,949 shares 255,949$128M0.49%+28,305Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,217 shares; 2024Q4: 230,691 shares; 2025Q1: 246,003 shares; 2025Q2: 279,884 shares; 2025Q3: not loaded; 2025Q4: 286,135 shares; 2026Q1: 321,164 shares; 2026Q2: 359,913 shares 359,913$123M0.47%+38,749Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345,204 shares; 2024Q4: 1,230,444 shares; 2025Q1: 1,180,257 shares; 2025Q2: 1,141,007 shares; 2025Q3: not loaded; 2025Q4: 1,053,769 shares; 2026Q1: 1,041,483 shares; 2026Q2: 1,034,410 shares 1,034,410$122M0.46%-7,073Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,832 shares; 2024Q4: 33,937 shares; 2025Q1: 69,144 shares; 2025Q2: 71,787 shares; 2025Q3: not loaded; 2025Q4: 75,278 shares; 2026Q1: 80,730 shares; 2026Q2: 96,123 shares 96,123$115M0.44%+15,393Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,227 shares; 2024Q4: 188,095 shares; 2025Q1: 195,300 shares; 2025Q2: 207,993 shares; 2025Q3: not loaded; 2025Q4: 258,572 shares; 2026Q1: 265,766 shares; 2026Q2: 298,954 shares 298,954$111M0.42%+33,188Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,462,912 shares; 2024Q4: 5,072,131 shares; 2025Q1: 6,473,128 shares; 2025Q2: 7,789,534 shares; 2025Q3: not loaded; 2025Q4: 3,126,872 shares; 2026Q1: 2,793,707 shares; 2026Q2: 2,732,777 shares 2,732,777$108M0.41%-60,930Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,930 shares; 2024Q4: 28,456 shares; 2025Q1: 26,825 shares; 2025Q2: 38,900 shares; 2025Q3: not loaded; 2025Q4: 39,975 shares; 2026Q1: 51,733 shares; 2026Q2: 91,513 shares 91,513$106M0.4%+39,780Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152,941 shares; 2024Q4: 1,229,803 shares; 2025Q1: 1,253,794 shares; 2025Q2: 1,863,913 shares; 2025Q3: not loaded; 2025Q4: 2,138,160 shares; 2026Q1: 2,219,401 shares; 2026Q2: 2,173,607 shares 2,173,607$102M0.39%-45,794Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,309,215 shares; 2024Q4: 1,422,978 shares; 2025Q1: 1,274,491 shares; 2025Q2: 1,195,011 shares; 2025Q3: not loaded; 2025Q4: 1,170,981 shares; 2026Q1: 1,180,899 shares; 2026Q2: 1,691,400 shares 1,691,400$97.5M0.37%+510,501Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,669 shares; 2024Q4: 184,040 shares; 2025Q1: 178,504 shares; 2025Q2: 180,225 shares; 2025Q3: not loaded; 2025Q4: 176,020 shares; 2026Q1: 173,688 shares; 2026Q2: 772,054 shares 772,054$95.9M0.37%+598,366Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,963 shares; 2024Q4: 290,958 shares; 2025Q1: 292,036 shares; 2025Q2: 3,142,472 shares; 2025Q3: not loaded; 2025Q4: 3,216,726 shares; 2026Q1: 3,184,837 shares; 2026Q2: 3,142,065 shares 3,142,065$92.5M0.35%-42,772Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772,084 shares; 2024Q4: 806,374 shares; 2025Q1: 778,873 shares; 2025Q2: 790,174 shares; 2025Q3: not loaded; 2025Q4: 900,006 shares; 2026Q1: 1,299,844 shares; 2026Q2: 1,826,588 shares 1,826,588$92.4M0.35%+526,744Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940,337 shares; 2024Q4: 1,050,511 shares; 2025Q1: 949,055 shares; 2025Q2: 844,683 shares; 2025Q3: not loaded; 2025Q4: 784,953 shares; 2026Q1: 847,619 shares; 2026Q2: 854,384 shares 854,384$91.9M0.35%+6,765Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,254 shares; 2024Q4: 30,798 shares; 2025Q1: 31,311 shares; 2025Q2: 29,627 shares; 2025Q3: not loaded; 2025Q4: 33,406 shares; 2026Q1: 111,747 shares; 2026Q2: 119,454 shares 119,454$84M0.32%+7,707Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,002 shares; 2024Q4: 106,508 shares; 2025Q1: 120,213 shares; 2025Q2: 124,048 shares; 2025Q3: not loaded; 2025Q4: 179,052 shares; 2026Q1: 199,494 shares; 2026Q2: 237,773 shares 237,773$81.1M0.31%+38,279Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,871 shares; 2024Q4: 221,501 shares; 2025Q1: 228,764 shares; 2025Q2: 237,554 shares; 2025Q3: not loaded; 2025Q4: 260,100 shares; 2026Q1: 264,316 shares; 2026Q2: 293,323 shares 293,323$79.8M0.3%+29,007Timeline
TAXXBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,325 shares; 2024Q4: 500,615 shares; 2025Q1: 646,307 shares; 2025Q2: 593,842 shares; 2025Q3: not loaded; 2025Q4: 1,355,710 shares; 2026Q1: 1,530,325 shares; 2026Q2: 1,569,326 shares 1,569,326$79.6M0.3%+39,001Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,336 shares; 2024Q4: 318,876 shares; 2025Q1: 312,937 shares; 2025Q2: 313,086 shares; 2025Q3: not loaded; 2025Q4: 308,352 shares; 2026Q1: 303,087 shares; 2026Q2: 319,919 shares 319,919$77.6M0.3%+16,832Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,791 shares; 2024Q4: 193,142 shares; 2025Q1: 194,858 shares; 2025Q2: 195,798 shares; 2025Q3: not loaded; 2025Q4: 205,954 shares; 2026Q1: 216,387 shares; 2026Q2: 243,288 shares 243,288$76.6M0.29%+26,901Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,186 shares; 2024Q4: 215,408 shares; 2025Q1: 224,203 shares; 2025Q2: 229,893 shares; 2025Q3: not loaded; 2025Q4: 238,832 shares; 2026Q1: 241,857 shares; 2026Q2: 282,614 shares 282,614$76.4M0.29%+40,757Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211,105 shares; 2024Q4: 1,299,556 shares; 2025Q1: 1,179,788 shares; 2025Q2: 1,153,664 shares; 2025Q3: not loaded; 2025Q4: 1,905,347 shares; 2026Q1: 1,832,034 shares; 2026Q2: 1,815,369 shares 1,815,369$74.9M0.29%-16,665Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,347 shares; 2024Q4: 105,038 shares; 2025Q1: 126,128 shares; 2025Q2: 127,442 shares; 2025Q3: not loaded; 2025Q4: 256,734 shares; 2026Q1: 261,651 shares; 2026Q2: 297,328 shares 297,328$74.8M0.29%+35,677Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,780 shares; 2025Q1: 61,079 shares; 2025Q2: 62,463 shares; 2025Q3: not loaded; 2025Q4: 64,217 shares; 2026Q1: 64,906 shares; 2026Q2: 77,619 shares 77,619$74.6M0.29%+12,713Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,723 shares; 2024Q4: 137,365 shares; 2025Q1: 140,884 shares; 2025Q2: 141,265 shares; 2025Q3: not loaded; 2025Q4: 142,227 shares; 2026Q1: 223,725 shares; 2026Q2: 1,025,040 shares 1,025,040$74.1M0.28%+801,315Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,954 shares; 2024Q4: 195,735 shares; 2025Q1: 192,125 shares; 2025Q2: 337,113 shares; 2025Q3: not loaded; 2025Q4: 332,064 shares; 2026Q1: 323,464 shares; 2026Q2: 471,147 shares 471,147$69.9M0.27%+147,683Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,722 shares; 2025Q3: not loaded; 2025Q4: 45,071 shares; 2026Q1: 46,585 shares; 2026Q2: 271,679 shares 271,679$69.1M0.26%+225,094Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,646 shares; 2024Q4: 96,791 shares; 2025Q1: 117,265 shares; 2025Q2: 129,618 shares; 2025Q3: not loaded; 2025Q4: 178,560 shares; 2026Q1: 153,974 shares; 2026Q2: 466,837 shares 466,837$68.4M0.26%+312,863Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,167 shares; 2024Q4: 553,762 shares; 2025Q1: 551,520 shares; 2025Q2: 568,174 shares; 2025Q3: not loaded; 2025Q4: 620,901 shares; 2026Q1: 619,047 shares; 2026Q2: 656,526 shares 656,526$67.5M0.26%+37,479Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,377 shares; 2024Q4: 80,483 shares; 2025Q1: 79,249 shares; 2025Q2: 67,977 shares; 2025Q3: not loaded; 2025Q4: 758,193 shares; 2026Q1: 1,004,275 shares; 2026Q2: 906,985 shares 906,985$66.6M0.25%-97,290Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555,109 shares; 2024Q4: 559,998 shares; 2025Q1: 564,828 shares; 2025Q2: 602,459 shares; 2025Q3: not loaded; 2025Q4: 1,157,946 shares; 2026Q1: 1,271,555 shares; 2026Q2: 1,246,522 shares 1,246,522$66.2M0.25%-25,033Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057,005 shares; 2024Q4: 1,038,282 shares; 2025Q1: 1,016,640 shares; 2025Q2: 977,659 shares; 2025Q3: not loaded; 2025Q4: 800,964 shares; 2026Q1: 644,609 shares; 2026Q2: 736,854 shares 736,854$64.7M0.25%+92,245Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682,130 shares; 2024Q4: 1,392,566 shares; 2025Q1: 860,783 shares; 2025Q2: 966,448 shares; 2025Q3: not loaded; 2025Q4: 925,697 shares; 2026Q1: 868,550 shares; 2026Q2: 900,609 shares 900,609$64.2M0.25%+32,059Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: 4,157 shares; 2025Q1: 181,143 shares; 2025Q2: 192,007 shares; 2025Q3: not loaded; 2025Q4: 214,614 shares; 2026Q1: 245,187 shares; 2026Q2: 274,449 shares 274,449$62.3M0.24%+29,262Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,418 shares; 2024Q4: 14,710 shares; 2025Q1: 30,492 shares; 2025Q2: 32,498 shares; 2025Q3: not loaded; 2025Q4: 35,686 shares; 2026Q1: 165,306 shares; 2026Q2: 448,244 shares 448,244$60.7M0.23%+282,938Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,470 shares; 2024Q4: 17,256 shares; 2025Q1: 132,583 shares; 2025Q2: 147,524 shares; 2025Q3: not loaded; 2025Q4: 245,949 shares; 2026Q1: 249,020 shares; 2026Q2: 271,016 shares 271,016$60.4M0.23%+21,996Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976,787 shares; 2024Q4: 1,183,027 shares; 2025Q1: 1,469,214 shares; 2025Q2: 1,299,720 shares; 2025Q3: not loaded; 2025Q4: 1,375,525 shares; 2026Q1: 1,368,036 shares; 2026Q2: 1,353,841 shares 1,353,841$60.1M0.23%-14,195Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,720 shares; 2024Q4: 186,085 shares; 2025Q1: 193,087 shares; 2025Q2: 203,092 shares; 2025Q3: not loaded; 2025Q4: 226,213 shares; 2026Q1: 224,571 shares; 2026Q2: 229,679 shares 229,679$59.8M0.23%+5,108Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,353 shares; 2024Q4: 146,117 shares; 2025Q1: 144,061 shares; 2025Q2: 143,056 shares; 2025Q3: not loaded; 2025Q4: 142,501 shares; 2026Q1: 141,222 shares; 2026Q2: 188,652 shares 188,652$57.2M0.22%+47,430Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,804 shares; 2024Q4: 209,338 shares; 2025Q1: 341,296 shares; 2025Q2: 346,275 shares; 2025Q3: not loaded; 2025Q4: 309,315 shares; 2026Q1: 677,210 shares; 2026Q2: 676,193 shares 676,193$55.7M0.21%-1,017Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,870 shares; 2024Q4: 70,718 shares; 2025Q1: 91,864 shares; 2025Q2: 102,944 shares; 2025Q3: not loaded; 2025Q4: 113,451 shares; 2026Q1: 120,485 shares; 2026Q2: 131,616 shares 131,616$55.4M0.21%+11,131Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,089 shares; 2024Q4: 13,400 shares; 2025Q1: 13,947 shares; 2025Q2: 251,624 shares; 2025Q3: not loaded; 2025Q4: 244,194 shares; 2026Q1: 243,114 shares; 2026Q2: 313,755 shares 313,755$55.3M0.21%+70,641Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313,420 shares; 2024Q4: 1,408,827 shares; 2025Q1: 1,452,311 shares; 2025Q2: 1,527,981 shares; 2025Q3: not loaded; 2025Q4: 1,602,126 shares; 2026Q1: 1,807,607 shares; 2026Q2: 2,348,353 shares 2,348,353$55.2M0.21%+540,746Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,105 shares; 2024Q4: 25,789 shares; 2025Q1: 25,398 shares; 2025Q2: 25,258 shares; 2025Q3: not loaded; 2025Q4: 26,134 shares; 2026Q1: 532,125 shares; 2026Q2: 530,912 shares 530,912$54.7M0.21%-1,213Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463,717 shares; 2025Q3: not loaded; 2025Q4: 595,764 shares; 2026Q1: 1,046,748 shares; 2026Q2: 1,068,025 shares 1,068,025$53.9M0.21%+21,277Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,142 shares; 2024Q4: 253,154 shares; 2025Q1: 268,884 shares; 2025Q2: 285,371 shares; 2025Q3: not loaded; 2025Q4: 306,069 shares; 2026Q1: 325,477 shares; 2026Q2: 355,297 shares 355,297$53.8M0.21%+29,820Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,831 shares; 2024Q4: not reported; 2025Q1: 3,493 shares; 2025Q2: 10,981 shares; 2025Q3: not loaded; 2025Q4: 29,332 shares; 2026Q1: 393,471 shares; 2026Q2: 1,148,037 shares 1,148,037$53.7M0.21%+754,566Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,340,458 shares; 2024Q4: 2,151,513 shares; 2025Q1: 2,028,357 shares; 2025Q2: 1,903,813 shares; 2025Q3: not loaded; 2025Q4: 1,538,016 shares; 2026Q1: 1,420,298 shares; 2026Q2: 1,332,487 shares 1,332,487$51.7M0.2%-87,811Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,576 shares; 2024Q4: 6,528 shares; 2025Q1: 7,119 shares; 2025Q2: 5,185 shares; 2025Q3: not loaded; 2025Q4: 7,352 shares; 2026Q1: 11,434 shares; 2026Q2: 119,709 shares 119,709$51.6M0.2%+108,275Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,406 shares; 2024Q4: 35,254 shares; 2025Q1: 27,148 shares; 2025Q2: 33,141 shares; 2025Q3: not loaded; 2025Q4: 850,025 shares; 2026Q1: 585,773 shares; 2026Q2: 647,467 shares 647,467$51.2M0.2%+61,694Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,423 shares; 2024Q4: 164,138 shares; 2025Q1: 161,649 shares; 2025Q2: 162,262 shares; 2025Q3: not loaded; 2025Q4: 160,988 shares; 2026Q1: 153,701 shares; 2026Q2: 145,827 shares 145,827$51M0.2%-7,874Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,809 shares; 2024Q4: 351,623 shares; 2025Q1: 361,823 shares; 2025Q2: 383,709 shares; 2025Q3: not loaded; 2025Q4: 436,470 shares; 2026Q1: 438,065 shares; 2026Q2: 371,842 shares 371,842$50.3M0.19%-66,223Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly 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 loaded; 2025Q4: 46,389 shares; 2026Q1: 56,556 shares; 2026Q2: 1,088,067 shares 1,088,067$49.7M0.19%+1,031,511Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,917 shares; 2024Q4: 19,290 shares; 2025Q1: 19,575 shares; 2025Q2: 51,578 shares; 2025Q3: not loaded; 2025Q4: 64,326 shares; 2026Q1: 77,759 shares; 2026Q2: 96,354 shares 96,354$49.5M0.19%+18,595Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,766 shares; 2024Q4: 8,026 shares; 2025Q1: 10,153 shares; 2025Q2: 347,699 shares; 2025Q3: not loaded; 2025Q4: 549,253 shares; 2026Q1: 565,921 shares; 2026Q2: 613,442 shares 613,442$49.3M0.19%+47,521Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,075 shares; 2024Q4: 178,664 shares; 2025Q1: 176,834 shares; 2025Q2: 193,559 shares; 2025Q3: not loaded; 2025Q4: 374,498 shares; 2026Q1: 396,710 shares; 2026Q2: 409,731 shares 409,731$48.1M0.18%+13,021Timeline
JMBSJANUS DETROIT STR TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 1,025,837 shares; 2026Q2: 1,068,068 shares 1,068,068$48.1M0.18%+42,231Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,217 shares; 2024Q4: 64,369 shares; 2025Q1: 67,674 shares; 2025Q2: 62,557 shares; 2025Q3: not loaded; 2025Q4: 58,094 shares; 2026Q1: 58,736 shares; 2026Q2: 66,386 shares 66,386$48M0.18%+7,650Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,545 shares; 2024Q4: 89,045 shares; 2025Q1: 90,516 shares; 2025Q2: 92,715 shares; 2025Q3: not loaded; 2025Q4: 96,054 shares; 2026Q1: 94,525 shares; 2026Q2: 96,877 shares 96,877$48M0.18%+2,352Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,676 shares; 2024Q4: 25,850 shares; 2025Q1: 26,284 shares; 2025Q2: 25,017 shares; 2025Q3: not loaded; 2025Q4: 28,539 shares; 2026Q1: 68,353 shares; 2026Q2: 73,019 shares 73,019$47.9M0.18%+4,666Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,881 shares; 2024Q4: 343,633 shares; 2025Q1: 346,815 shares; 2025Q2: 362,559 shares; 2025Q3: not loaded; 2025Q4: 390,880 shares; 2026Q1: 385,144 shares; 2026Q2: 491,161 shares 491,161$47M0.18%+106,017Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,977 shares; 2024Q4: 316,713 shares; 2025Q1: 310,027 shares; 2025Q2: 308,540 shares; 2025Q3: not loaded; 2025Q4: 311,364 shares; 2026Q1: 203,744 shares; 2026Q2: 195,664 shares 195,664$46.6M0.18%-8,080Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,136 shares; 2024Q4: 11,595 shares; 2025Q1: 11,645 shares; 2025Q2: 12,920 shares; 2025Q3: not loaded; 2025Q4: 14,848 shares; 2026Q1: 46,833 shares; 2026Q2: 387,549 shares 387,549$46.3M0.18%+340,716Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,932 shares; 2024Q4: 579,145 shares; 2025Q1: 598,971 shares; 2025Q2: 664,509 shares; 2025Q3: not loaded; 2025Q4: 511,697 shares; 2026Q1: 557,389 shares; 2026Q2: 557,172 shares 557,172$46.3M0.18%-217Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,084 shares; 2024Q4: 2,633 shares; 2025Q1: 8,542 shares; 2025Q2: 10,764 shares; 2025Q3: not loaded; 2025Q4: 934,455 shares; 2026Q1: 904,653 shares; 2026Q2: 889,600 shares 889,600$46M0.18%-15,053Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729,554 shares; 2024Q4: 755,687 shares; 2025Q1: 802,070 shares; 2025Q2: 853,504 shares; 2025Q3: not loaded; 2025Q4: 910,166 shares; 2026Q1: 876,480 shares; 2026Q2: 899,433 shares 899,433$45.7M0.17%+22,953Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 15,249 shares; 2026Q1: 129,799 shares; 2026Q2: 504,383 shares 504,383$45M0.17%+374,584Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,676 shares; 2024Q4: 38,564 shares; 2025Q1: 38,324 shares; 2025Q2: 39,425 shares; 2025Q3: not loaded; 2025Q4: 306,047 shares; 2026Q1: 434,575 shares; 2026Q2: 483,058 shares 483,058$44.6M0.17%+48,483Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,547 shares; 2024Q4: 313,103 shares; 2025Q1: 309,728 shares; 2025Q2: 485,256 shares; 2025Q3: not loaded; 2025Q4: 484,377 shares; 2026Q1: 420,516 shares; 2026Q2: 576,397 shares 576,397$44.4M0.17%+155,881Timeline
GIGBGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293,259 shares; 2025Q2: 283,086 shares; 2025Q3: not loaded; 2025Q4: 182,316 shares; 2026Q1: 149,102 shares; 2026Q2: 968,104 shares 968,104$44.4M0.17%+819,002Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753,239 shares; 2024Q4: 752,650 shares; 2025Q1: 755,241 shares; 2025Q2: 745,542 shares; 2025Q3: not loaded; 2025Q4: 748,464 shares; 2026Q1: 743,935 shares; 2026Q2: 743,811 shares 743,811$43.8M0.17%-124Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,705 shares; 2024Q4: 148,846 shares; 2025Q1: 104,811 shares; 2025Q2: 103,646 shares; 2025Q3: not loaded; 2025Q4: 104,455 shares; 2026Q1: 103,117 shares; 2026Q2: 111,026 shares 111,026$43.3M0.17%+7,909Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,048 shares; 2024Q4: 39,242 shares; 2025Q1: 39,219 shares; 2025Q2: 56,750 shares; 2025Q3: not loaded; 2025Q4: 107,413 shares; 2026Q1: 112,680 shares; 2026Q2: 820,057 shares 820,057$43.3M0.17%+707,377Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583,765 shares; 2024Q4: 572,020 shares; 2025Q1: 570,422 shares; 2025Q2: 460,935 shares; 2025Q3: not loaded; 2025Q4: 520,940 shares; 2026Q1: 403,001 shares; 2026Q2: 462,954 shares 462,954$42.4M0.16%+59,953Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,009 shares; 2024Q4: 51,228 shares; 2025Q1: 50,811 shares; 2025Q2: 51,415 shares; 2025Q3: not loaded; 2025Q4: 49,560 shares; 2026Q1: 168,307 shares; 2026Q2: 169,504 shares 169,504$41.7M0.16%+1,197Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565,919 shares; 2024Q4: 567,351 shares; 2025Q1: 589,007 shares; 2025Q2: 614,197 shares; 2025Q3: not loaded; 2025Q4: 214,251 shares; 2026Q1: 203,673 shares; 2026Q2: 213,999 shares 213,999$40.6M0.16%+10,326Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,803 shares; 2024Q4: 17,592 shares; 2025Q1: 16,850 shares; 2025Q2: 18,715 shares; 2025Q3: not loaded; 2025Q4: 416,347 shares; 2026Q1: 483,588 shares; 2026Q2: 567,187 shares 567,187$40.5M0.15%+83,599Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,542 shares; 2024Q4: 45,530 shares; 2025Q1: 44,508 shares; 2025Q2: 45,310 shares; 2025Q3: not loaded; 2025Q4: 311,469 shares; 2026Q1: 358,491 shares; 2026Q2: 427,686 shares 427,686$39.2M0.15%+69,195Timeline
HONHONEYWELL INTL INCQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174,245 shares 174,245$39M0.15%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,787 shares; 2024Q4: 108,747 shares; 2025Q1: 109,745 shares; 2025Q2: 122,276 shares; 2025Q3: not loaded; 2025Q4: 128,951 shares; 2026Q1: 132,133 shares; 2026Q2: 94,505 shares 94,505$38.5M0.15%-37,628Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,046 shares; 2024Q4: 74,535 shares; 2025Q1: 82,166 shares; 2025Q2: 89,019 shares; 2025Q3: not loaded; 2025Q4: 84,499 shares; 2026Q1: 88,427 shares; 2026Q2: 108,804 shares 108,804$38.4M0.15%+20,377Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,231 shares; 2024Q4: 179,650 shares; 2025Q1: 182,703 shares; 2025Q2: 219,435 shares; 2025Q3: not loaded; 2025Q4: 222,233 shares; 2026Q1: 243,657 shares; 2026Q2: 337,787 shares 337,787$38.3M0.15%+94,130Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly 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 loaded; 2025Q4: 17,325 shares; 2026Q1: 22,449 shares; 2026Q2: 502,751 shares 502,751$37.7M0.14%+480,302Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970,433 shares; 2024Q4: 568,756 shares; 2025Q1: 505,497 shares; 2025Q2: 630,080 shares; 2025Q3: not loaded; 2025Q4: 512,232 shares; 2026Q1: 492,654 shares; 2026Q2: 491,391 shares 491,391$37.6M0.14%-1,263Timeline
HONAHONEYWELL AEROSPACE INCQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,113 shares 170,113$37.6M0.14%newTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,803 shares; 2024Q4: 123,192 shares; 2025Q1: 141,540 shares; 2025Q2: 160,228 shares; 2025Q3: not loaded; 2025Q4: 161,756 shares; 2026Q1: 156,551 shares; 2026Q2: 157,956 shares 157,956$37.4M0.14%+1,405Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,032 shares; 2024Q4: 17,613 shares; 2025Q1: 17,319 shares; 2025Q2: 19,208 shares; 2025Q3: not loaded; 2025Q4: 22,257 shares; 2026Q1: 22,409 shares; 2026Q2: 34,715 shares 34,715$37M0.14%+12,306Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,128 shares; 2024Q4: 16,983 shares; 2025Q1: 13,917 shares; 2025Q2: 34,181 shares; 2025Q3: not loaded; 2025Q4: 120,364 shares; 2026Q1: 119,178 shares; 2026Q2: 418,841 shares 418,841$36.8M0.14%+299,663Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,056 shares; 2024Q4: 22,236 shares; 2025Q1: 22,990 shares; 2025Q2: 358,563 shares; 2025Q3: not loaded; 2025Q4: 363,663 shares; 2026Q1: 380,619 shares; 2026Q2: 397,258 shares 397,258$36.6M0.14%+16,639Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,123 shares; 2024Q4: 199,213 shares; 2025Q1: 150,175 shares; 2025Q2: 202,312 shares; 2025Q3: not loaded; 2025Q4: 195,734 shares; 2026Q1: 194,446 shares; 2026Q2: 282,377 shares 282,377$36.3M0.14%+87,931Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,081 shares; 2024Q4: 81,466 shares; 2025Q1: 80,936 shares; 2025Q2: 80,507 shares; 2025Q3: not loaded; 2025Q4: 79,860 shares; 2026Q1: 80,573 shares; 2026Q2: 411,595 shares 411,595$36.2M0.14%+331,022Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,915 shares; 2024Q4: 63,603 shares; 2025Q1: 72,679 shares; 2025Q2: 134,403 shares; 2025Q3: not loaded; 2025Q4: 245,347 shares; 2026Q1: 251,628 shares; 2026Q2: 338,887 shares 338,887$36.1M0.14%+87,259Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,143 shares; 2024Q4: 408,444 shares; 2025Q1: 368,258 shares; 2025Q2: 736,753 shares; 2025Q3: not loaded; 2025Q4: 714,000 shares; 2026Q1: 708,222 shares; 2026Q2: 1,059,219 shares 1,059,219$35.8M0.14%+350,997Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,047 shares; 2025Q2: 4,002 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 704,102 shares; 2026Q2: 734,838 shares 734,838$34.3M0.13%+30,736Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,134 shares; 2024Q4: 22,487 shares; 2025Q1: 23,530 shares; 2025Q2: 24,787 shares; 2025Q3: not loaded; 2025Q4: 106,867 shares; 2026Q1: 114,345 shares; 2026Q2: 152,174 shares 152,174$34.1M0.13%+37,829Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,994 shares; 2024Q4: 94,486 shares; 2025Q1: 117,396 shares; 2025Q2: 130,793 shares; 2025Q3: not loaded; 2025Q4: 115,796 shares; 2026Q1: 106,288 shares; 2026Q2: 109,265 shares 109,265$33.1M0.13%+2,977Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 37,728 shares; 2026Q2: 386,525 shares 386,525$33M0.13%+348,797Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 27 shares; 2025Q2: 29 shares; 2025Q3: not loaded; 2025Q4: 30 shares; 2026Q1: 29 shares; 2026Q2: 43 shares 43$32.2M0.12%+14Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,410 shares; 2024Q4: 58,250 shares; 2025Q1: 57,443 shares; 2025Q2: 57,064 shares; 2025Q3: not loaded; 2025Q4: 72,441 shares; 2026Q1: 73,734 shares; 2026Q2: 331,094 shares 331,094$31.9M0.12%+257,360Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,145 shares; 2025Q1: 2,145 shares; 2025Q2: 2,145 shares; 2025Q3: not loaded; 2025Q4: 3,217 shares; 2026Q1: 249,495 shares; 2026Q2: 248,728 shares 248,728$31.9M0.12%-767Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,424 shares; 2024Q4: 106,587 shares; 2025Q1: 107,524 shares; 2025Q2: 161,915 shares; 2025Q3: not loaded; 2025Q4: 157,914 shares; 2026Q1: 150,191 shares; 2026Q2: 217,039 shares 217,039$31.8M0.12%+66,848Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,680 shares; 2024Q4: 69,379 shares; 2025Q1: 75,128 shares; 2025Q2: 574,387 shares; 2025Q3: not loaded; 2025Q4: 584,018 shares; 2026Q1: 538,839 shares; 2026Q2: 1,009,735 shares 1,009,735$31.4M0.12%+470,896Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,179 shares; 2024Q4: 5,716 shares; 2025Q1: 6,426 shares; 2025Q2: 5,708 shares; 2025Q3: not loaded; 2025Q4: 522,421 shares; 2026Q1: 321,919 shares; 2026Q2: 617,814 shares 617,814$31M0.12%+295,895Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,855 shares; 2024Q4: 7,980 shares; 2025Q1: 8,707 shares; 2025Q2: 9,153 shares; 2025Q3: not loaded; 2025Q4: 8,320 shares; 2026Q1: 10,829 shares; 2026Q2: 189,132 shares 189,132$30M0.11%+178,303Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,491 shares; 2024Q4: 41,098 shares; 2025Q1: 41,663 shares; 2025Q2: 45,586 shares; 2025Q3: not loaded; 2025Q4: 48,964 shares; 2026Q1: 54,704 shares; 2026Q2: 80,827 shares 80,827$29.8M0.11%+26,123Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,155 shares; 2024Q4: 128,620 shares; 2025Q1: 147,035 shares; 2025Q2: 150,527 shares; 2025Q3: not loaded; 2025Q4: 162,709 shares; 2026Q1: 161,443 shares; 2026Q2: 172,344 shares 172,344$28.6M0.11%+10,901Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,826 shares; 2024Q4: 23,442 shares; 2025Q1: 17,924 shares; 2025Q2: 14,405 shares; 2025Q3: not loaded; 2025Q4: 29,836 shares; 2026Q1: 37,056 shares; 2026Q2: 482,241 shares 482,241$28.4M0.11%+445,185Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452,974 shares; 2024Q4: 447,303 shares; 2025Q1: 464,223 shares; 2025Q2: 464,672 shares; 2025Q3: not loaded; 2025Q4: 385,240 shares; 2026Q1: 462,260 shares; 2026Q2: 497,155 shares 497,155$28.3M0.11%+34,895Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,602 shares; 2024Q4: 247,100 shares; 2025Q1: 259,118 shares; 2025Q2: 272,385 shares; 2025Q3: not loaded; 2025Q4: 281,074 shares; 2026Q1: 314,530 shares; 2026Q2: 392,719 shares 392,719$28.2M0.11%+78,189Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,549 shares; 2024Q4: 139,776 shares; 2025Q1: 316,353 shares; 2025Q2: 198,690 shares; 2025Q3: not loaded; 2025Q4: 189,742 shares; 2026Q1: 192,073 shares; 2026Q2: 190,389 shares 190,389$27.9M0.11%-1,684Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,539 shares; 2024Q4: 1,071,136 shares; 2025Q1: 268,935 shares; 2025Q2: 263,757 shares; 2025Q3: not loaded; 2025Q4: 276,957 shares; 2026Q1: 266,554 shares; 2026Q2: 265,803 shares 265,803$27.6M0.11%-751Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511,442 shares; 2024Q4: 523,378 shares; 2025Q1: 530,502 shares; 2025Q2: 531,882 shares; 2025Q3: not loaded; 2025Q4: 518,319 shares; 2026Q1: 514,685 shares; 2026Q2: 517,943 shares 517,943$26.9M0.1%+3,258Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,718 shares; 2024Q4: 135,192 shares; 2025Q1: 111,657 shares; 2025Q2: 251,779 shares; 2025Q3: not loaded; 2025Q4: 312,419 shares; 2026Q1: 273,506 shares; 2026Q2: 273,400 shares 273,400$26.4M0.1%-106Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,739 shares; 2024Q4: 79,602 shares; 2025Q1: 79,336 shares; 2025Q2: 73,714 shares; 2025Q3: not loaded; 2025Q4: 78,799 shares; 2026Q1: 78,234 shares; 2026Q2: 77,980 shares 77,980$26.1M0.1%-254Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,571 shares; 2024Q4: 374,178 shares; 2025Q1: 398,477 shares; 2025Q2: 415,067 shares; 2025Q3: not loaded; 2025Q4: 533,930 shares; 2026Q1: 531,749 shares; 2026Q2: 522,161 shares 522,161$25.9M0.1%-9,588Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,225 shares; 2024Q4: 44,477 shares; 2025Q1: 41,355 shares; 2025Q2: 43,980 shares; 2025Q3: not loaded; 2025Q4: 47,906 shares; 2026Q1: 55,183 shares; 2026Q2: 273,421 shares 273,421$25.5M0.1%+218,238Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,557 shares; 2024Q4: 67,630 shares; 2025Q1: 84,258 shares; 2025Q2: 99,601 shares; 2025Q3: not loaded; 2025Q4: 117,571 shares; 2026Q1: 108,296 shares; 2026Q2: 161,531 shares 161,531$25.5M0.1%+53,235Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,852 shares; 2024Q4: 31,506 shares; 2025Q1: 39,823 shares; 2025Q2: 43,097 shares; 2025Q3: not loaded; 2025Q4: 46,954 shares; 2026Q1: 48,008 shares; 2026Q2: 70,291 shares 70,291$25.5M0.1%+22,283Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,765 shares; 2024Q4: 110,936 shares; 2025Q1: 860,660 shares; 2025Q2: 876,069 shares; 2025Q3: not loaded; 2025Q4: 673,660 shares; 2026Q1: 668,782 shares; 2026Q2: 680,849 shares 680,849$25.4M0.1%+12,067Timeline
FLEEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720,642 shares; 2024Q4: 710,346 shares; 2025Q1: 663,973 shares; 2025Q2: 677,812 shares; 2025Q3: not loaded; 2025Q4: 657,085 shares; 2026Q1: 641,853 shares; 2026Q2: 637,105 shares 637,105$24.8M0.09%-4,748Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,160 shares; 2024Q4: 111,214 shares; 2025Q1: 109,691 shares; 2025Q2: 138,146 shares; 2025Q3: not loaded; 2025Q4: 150,381 shares; 2026Q1: 149,600 shares; 2026Q2: 853,104 shares 853,104$24.7M0.09%+703,504Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,821 shares; 2024Q4: 52,800 shares; 2025Q1: 27,301 shares; 2025Q2: 20,063 shares; 2025Q3: not loaded; 2025Q4: 35,698 shares; 2026Q1: 31,031 shares; 2026Q2: 149,297 shares 149,297$24.5M0.09%+118,266Timeline
EDVVANGUARD WORLD FDQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 364,974 shares; 2026Q2: 369,723 shares 369,723$24.1M0.09%+4,749Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,660 shares; 2024Q4: 116,245 shares; 2025Q1: 115,584 shares; 2025Q2: 679,544 shares; 2025Q3: not loaded; 2025Q4: 164,192 shares; 2026Q1: 168,066 shares; 2026Q2: 173,758 shares 173,758$23.9M0.09%+5,692Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,263 shares; 2024Q4: 1,889 shares; 2025Q1: 2,314 shares; 2025Q2: 2,706 shares; 2025Q3: not loaded; 2025Q4: 7,578 shares; 2026Q1: 6,959 shares; 2026Q2: 12,011 shares 12,011$23.9M0.09%+5,052Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,810 shares; 2024Q4: 71,980 shares; 2025Q1: 64,395 shares; 2025Q2: 133,390 shares; 2025Q3: not loaded; 2025Q4: 110,181 shares; 2026Q1: 181,826 shares; 2026Q2: 148,494 shares 148,494$23.6M0.09%-33,332Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,694 shares; 2025Q1: 42,799 shares; 2025Q2: 46,721 shares; 2025Q3: not loaded; 2025Q4: 46,722 shares; 2026Q1: 53,583 shares; 2026Q2: 54,320 shares 54,320$23.5M0.09%+737Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,543 shares; 2024Q4: 562,697 shares; 2025Q1: 553,005 shares; 2025Q2: 583,857 shares; 2025Q3: not loaded; 2025Q4: 771,325 shares; 2026Q1: 754,267 shares; 2026Q2: 846,536 shares 846,536$23.4M0.09%+92,269Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,746 shares; 2024Q4: 44,028 shares; 2025Q1: 45,887 shares; 2025Q2: 89,735 shares; 2025Q3: not loaded; 2025Q4: 70,452 shares; 2026Q1: 74,601 shares; 2026Q2: 77,521 shares 77,521$23.3M0.09%+2,920Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,278 shares; 2024Q4: 3,272 shares; 2025Q1: 3,606 shares; 2025Q2: 3,195 shares; 2025Q3: not loaded; 2025Q4: 6,236 shares; 2026Q1: 8,926 shares; 2026Q2: 68,995 shares 68,995$23.1M0.09%+60,069Timeline
JMSIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,696 shares; 2024Q4: 302,100 shares; 2025Q1: 315,156 shares; 2025Q2: 266,793 shares; 2025Q3: not loaded; 2025Q4: 379,716 shares; 2026Q1: 404,315 shares; 2026Q2: 448,963 shares 448,963$22.6M0.09%+44,648Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,445 shares; 2024Q4: 7,406 shares; 2025Q1: 7,473 shares; 2025Q2: 7,666 shares; 2025Q3: not loaded; 2025Q4: 7,351 shares; 2026Q1: 7,172 shares; 2026Q2: 74,937 shares 74,937$22.6M0.09%+67,765Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,401 shares; 2024Q4: 5,447 shares; 2025Q1: 8,767 shares; 2025Q2: 9,362 shares; 2025Q3: not loaded; 2025Q4: 13,010 shares; 2026Q1: 13,592 shares; 2026Q2: 56,875 shares 56,875$22.6M0.09%+43,283Timeline
FNDBSCHWAB STRATEGIC TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 11,821 shares; 2026Q2: 739,826 shares 739,826$22.5M0.09%+728,005Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805 shares; 2024Q4: not reported; 2025Q1: 5,912 shares; 2025Q2: 122,187 shares; 2025Q3: not loaded; 2025Q4: 133,455 shares; 2026Q1: 141,666 shares; 2026Q2: 159,850 shares 159,850$22.2M0.08%+18,184Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,612 shares; 2024Q4: 21,331 shares; 2025Q1: 21,706 shares; 2025Q2: 27,623 shares; 2025Q3: not loaded; 2025Q4: 43,930 shares; 2026Q1: 33,242 shares; 2026Q2: 45,941 shares 45,941$21.9M0.08%+12,699Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,399 shares; 2024Q4: 3,871 shares; 2025Q1: 50,650 shares; 2025Q2: 6,468 shares; 2025Q3: not loaded; 2025Q4: 53,976 shares; 2026Q1: 34,483 shares; 2026Q2: 71,092 shares 71,092$21.2M0.08%+36,609Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,433 shares; 2025Q3: not loaded; 2025Q4: 263,536 shares; 2026Q1: 260,386 shares; 2026Q2: 255,786 shares 255,786$21.1M0.08%-4,600Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,422 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 393,303 shares 393,303$21M0.08%newTimeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,561 shares; 2024Q4: 30,374 shares; 2025Q1: 24,367 shares; 2025Q2: 283,259 shares; 2025Q3: not loaded; 2025Q4: 362,426 shares; 2026Q1: 359,458 shares; 2026Q2: 343,570 shares 343,570$21M0.08%-15,888Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,393 shares; 2024Q4: 104,899 shares; 2025Q1: 107,781 shares; 2025Q2: 108,802 shares; 2025Q3: not loaded; 2025Q4: 117,707 shares; 2026Q1: 116,293 shares; 2026Q2: 133,602 shares 133,602$20.9M0.08%+17,309Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,228 shares; 2024Q4: 5,964 shares; 2025Q1: 5,972 shares; 2025Q2: 6,757 shares; 2025Q3: not loaded; 2025Q4: 103,831 shares; 2026Q1: 111,921 shares; 2026Q2: 152,268 shares 152,268$20.9M0.08%+40,347Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,230 shares; 2024Q4: 274,694 shares; 2025Q1: 270,547 shares; 2025Q2: 263,391 shares; 2025Q3: not loaded; 2025Q4: 322,969 shares; 2026Q1: 322,187 shares; 2026Q2: 368,013 shares 368,013$20.8M0.08%+45,826Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 1,621 shares; 2025Q1: 1,775 shares; 2025Q2: 18,775 shares; 2025Q3: not loaded; 2025Q4: 18,344 shares; 2026Q1: 18,230 shares; 2026Q2: 18,278 shares 18,278$20.7M0.08%+48Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,018 shares; 2024Q4: 157,639 shares; 2025Q1: 161,652 shares; 2025Q2: 163,147 shares; 2025Q3: not loaded; 2025Q4: 181,498 shares; 2026Q1: 183,474 shares; 2026Q2: 347,123 shares 347,123$20.6M0.08%+163,649Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,702 shares; 2024Q4: 78,582 shares; 2025Q1: 100,934 shares; 2025Q2: 120,074 shares; 2025Q3: not loaded; 2025Q4: 166,295 shares; 2026Q1: 227,924 shares; 2026Q2: 240,547 shares 240,547$20.6M0.08%+12,623Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,586 shares; 2024Q4: 291,984 shares; 2025Q1: 268,854 shares; 2025Q2: 460,217 shares; 2025Q3: not loaded; 2025Q4: 378,414 shares; 2026Q1: 365,625 shares; 2026Q2: 379,924 shares 379,924$20.4M0.08%+14,299Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 4,125 shares; 2025Q3: not loaded; 2025Q4: 2,426 shares; 2026Q1: 15,292 shares; 2026Q2: 157,623 shares 157,623$20.3M0.08%+142,331Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,331 shares; 2024Q4: 172,050 shares; 2025Q1: 240,236 shares; 2025Q2: 298,319 shares; 2025Q3: not loaded; 2025Q4: 288,923 shares; 2026Q1: 280,609 shares; 2026Q2: 245,564 shares 245,564$20.3M0.08%-35,045Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,471 shares; 2024Q4: not reported; 2025Q1: 7,069 shares; 2025Q2: 161,712 shares; 2025Q3: not loaded; 2025Q4: 62,629 shares; 2026Q1: 67,916 shares; 2026Q2: 437,334 shares 437,334$20.2M0.08%+369,418Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046,370 shares; 2024Q4: 501,220 shares; 2025Q1: 359,709 shares; 2025Q2: 294,847 shares; 2025Q3: not loaded; 2025Q4: 506,982 shares; 2026Q1: 500,273 shares; 2026Q2: 500,328 shares 500,328$20.1M0.08%+55Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,055 shares; 2024Q4: 148,924 shares; 2025Q1: 141,900 shares; 2025Q2: 248,503 shares; 2025Q3: not loaded; 2025Q4: 186,219 shares; 2026Q1: 204,566 shares; 2026Q2: 572,184 shares 572,184$19.9M0.08%+367,618Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,006 shares; 2024Q4: 252,324 shares; 2025Q1: 224,071 shares; 2025Q2: 206,514 shares; 2025Q3: not loaded; 2025Q4: 181,912 shares; 2026Q1: 167,463 shares; 2026Q2: 157,567 shares 157,567$19.6M0.07%-9,896Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,635 shares; 2024Q4: 92,845 shares; 2025Q1: 82,075 shares; 2025Q2: 76,078 shares; 2025Q3: not loaded; 2025Q4: 92,033 shares; 2026Q1: 88,839 shares; 2026Q2: 138,712 shares 138,712$19.4M0.07%+49,873Timeline
PWZINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773,395 shares; 2024Q4: 836,569 shares; 2025Q1: 867,396 shares; 2025Q2: 834,086 shares; 2025Q3: not loaded; 2025Q4: 737,566 shares; 2026Q1: 751,558 shares; 2026Q2: 788,637 shares 788,637$19.3M0.07%+37,079Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,764 shares; 2025Q1: 23,698 shares; 2025Q2: 14,177 shares; 2025Q3: not loaded; 2025Q4: 5,576 shares; 2026Q1: 416,169 shares; 2026Q2: 426,228 shares 426,228$19.2M0.07%+10,059Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,004 shares; 2024Q4: 373,250 shares; 2025Q1: 372,647 shares; 2025Q2: 469,430 shares; 2025Q3: not loaded; 2025Q4: 668,484 shares; 2026Q1: 700,916 shares; 2026Q2: 768,196 shares 768,196$19.2M0.07%+67,280Timeline
CARYANGEL OAK FUNDS TRUSTQuarterly 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 loaded; 2025Q4: 26,028 shares; 2026Q1: 47,047 shares; 2026Q2: 902,108 shares 902,108$18.7M0.07%+855,061Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,634 shares; 2024Q4: 17,818 shares; 2025Q1: 17,893 shares; 2025Q2: 18,077 shares; 2025Q3: not loaded; 2025Q4: 20,805 shares; 2026Q1: 19,966 shares; 2026Q2: 36,580 shares 36,580$18.6M0.07%+16,614Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 653,952 shares; 2025Q3: not loaded; 2025Q4: 722,666 shares; 2026Q1: 713,760 shares; 2026Q2: 847,911 shares 847,911$18.5M0.07%+134,151Timeline
FDRRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,926 shares; 2024Q4: 393,071 shares; 2025Q1: 377,007 shares; 2025Q2: 348,555 shares; 2025Q3: not loaded; 2025Q4: 310,577 shares; 2026Q1: 301,680 shares; 2026Q2: 278,867 shares 278,867$18.1M0.07%-22,813Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 688,345 shares; 2025Q3: not loaded; 2025Q4: 746,146 shares; 2026Q1: 731,129 shares; 2026Q2: 868,068 shares 868,068$18.1M0.07%+136,939Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,150 shares; 2024Q4: 40,240 shares; 2025Q1: 36,173 shares; 2025Q2: 34,340 shares; 2025Q3: not loaded; 2025Q4: 32,575 shares; 2026Q1: 217,851 shares; 2026Q2: 188,288 shares 188,288$18M0.07%-29,563Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,055 shares; 2024Q4: 41,698 shares; 2025Q1: 41,748 shares; 2025Q2: 373,966 shares; 2025Q3: not loaded; 2025Q4: 70,862 shares; 2026Q1: 74,806 shares; 2026Q2: 78,703 shares 78,703$17.9M0.07%+3,897Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,700 shares; 2024Q4: 23,619 shares; 2025Q1: 26,762 shares; 2025Q2: 27,963 shares; 2025Q3: not loaded; 2025Q4: 42,634 shares; 2026Q1: 52,404 shares; 2026Q2: 234,174 shares 234,174$17.7M0.07%+181,770Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,555 shares; 2024Q4: 14,474 shares; 2025Q1: 9,722 shares; 2025Q2: 45,461 shares; 2025Q3: not loaded; 2025Q4: 358,606 shares; 2026Q1: 241,768 shares; 2026Q2: 364,167 shares 364,167$17.6M0.07%+122,399Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,076 shares; 2024Q4: 196,138 shares; 2025Q1: 189,094 shares; 2025Q2: 495,271 shares; 2025Q3: not loaded; 2025Q4: 433,095 shares; 2026Q1: 490,109 shares; 2026Q2: 550,939 shares 550,939$17.5M0.07%+60,830Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,796 shares; 2024Q4: 13,917 shares; 2025Q1: 12,653 shares; 2025Q2: 15,760 shares; 2025Q3: not loaded; 2025Q4: 8,217 shares; 2026Q1: 9,203 shares; 2026Q2: 193,329 shares 193,329$17.4M0.07%+184,126Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,580 shares; 2024Q4: 132,997 shares; 2025Q1: 118,514 shares; 2025Q2: 170,761 shares; 2025Q3: not loaded; 2025Q4: 156,668 shares; 2026Q1: 172,119 shares; 2026Q2: 162,071 shares 162,071$17.4M0.07%-10,048Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,298 shares; 2024Q4: 621,555 shares; 2025Q1: 551,479 shares; 2025Q2: 414,724 shares; 2025Q3: not loaded; 2025Q4: 475,407 shares; 2026Q1: 473,924 shares; 2026Q2: 470,989 shares 470,989$17.4M0.07%-2,935Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,890 shares; 2024Q4: 5,822 shares; 2025Q1: 5,607 shares; 2025Q2: 6,432 shares; 2025Q3: not loaded; 2025Q4: 9,529 shares; 2026Q1: 11,466 shares; 2026Q2: 14,743 shares 14,743$17.3M0.07%+3,277Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,865 shares; 2024Q4: 4,162 shares; 2025Q1: 4,116 shares; 2025Q2: 39,999 shares; 2025Q3: not loaded; 2025Q4: 40,763 shares; 2026Q1: 58,711 shares; 2026Q2: 81,132 shares 81,132$17.3M0.07%+22,421Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,891 shares; 2024Q4: 24,262 shares; 2025Q1: 23,794 shares; 2025Q2: 25,879 shares; 2025Q3: not loaded; 2025Q4: 33,458 shares; 2026Q1: 34,773 shares; 2026Q2: 45,321 shares 45,321$16.9M0.06%+10,548Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,394 shares; 2024Q4: 31,551 shares; 2025Q1: 27,471 shares; 2025Q2: 33,881 shares; 2025Q3: not loaded; 2025Q4: 70,063 shares; 2026Q1: 52,415 shares; 2026Q2: 137,355 shares 137,355$16.3M0.06%+84,940Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,011 shares; 2024Q4: 3,787 shares; 2025Q1: 2,839 shares; 2025Q2: 3,758 shares; 2025Q3: not loaded; 2025Q4: 4,308 shares; 2026Q1: 3,940 shares; 2026Q2: 47,057 shares 47,057$16.1M0.06%+43,117Timeline
PRAYFIS TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 549,942 shares; 2026Q2: 452,479 shares 452,479$16M0.06%-97,463Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,790 shares; 2024Q4: 29,222 shares; 2025Q1: 51,092 shares; 2025Q2: 62,084 shares; 2025Q3: not loaded; 2025Q4: 38,163 shares; 2026Q1: 45,211 shares; 2026Q2: 197,934 shares 197,934$15.9M0.06%+152,723Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,967 shares; 2024Q4: 24,935 shares; 2025Q1: 73,055 shares; 2025Q2: 81,142 shares; 2025Q3: not loaded; 2025Q4: 76,107 shares; 2026Q1: 79,265 shares; 2026Q2: 128,055 shares 128,055$15.9M0.06%+48,790Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly 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 loaded; 2025Q4: 32,822 shares; 2026Q1: 54,418 shares; 2026Q2: 999,735 shares 999,735$15.9M0.06%+945,317Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,204 shares; 2024Q4: 60,972 shares; 2025Q1: 60,238 shares; 2025Q2: 96,705 shares; 2025Q3: not loaded; 2025Q4: 79,535 shares; 2026Q1: 80,067 shares; 2026Q2: 85,108 shares 85,108$15.8M0.06%+5,041Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,081 shares; 2024Q4: 41,134 shares; 2025Q1: 39,467 shares; 2025Q2: 46,361 shares; 2025Q3: not loaded; 2025Q4: 53,750 shares; 2026Q1: 51,382 shares; 2026Q2: 55,800 shares 55,800$15.7M0.06%+4,418Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,153 shares; 2024Q4: 73,314 shares; 2025Q1: 72,814 shares; 2025Q2: 73,628 shares; 2025Q3: not loaded; 2025Q4: 72,434 shares; 2026Q1: 69,807 shares; 2026Q2: 68,909 shares 68,909$15.2M0.06%-898Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,471 shares; 2024Q4: 125,786 shares; 2025Q1: 124,482 shares; 2025Q2: 391,528 shares; 2025Q3: not loaded; 2025Q4: 516,198 shares; 2026Q1: 511,346 shares; 2026Q2: 624,892 shares 624,892$15.1M0.06%+113,546Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,080 shares; 2024Q4: 30,829 shares; 2025Q1: 30,572 shares; 2025Q2: 30,544 shares; 2025Q3: not loaded; 2025Q4: 37,432 shares; 2026Q1: 36,022 shares; 2026Q2: 35,448 shares 35,448$15.1M0.06%-574Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,946 shares; 2024Q4: 14,160 shares; 2025Q1: 14,112 shares; 2025Q2: 14,847 shares; 2025Q3: not loaded; 2025Q4: 15,243 shares; 2026Q1: 16,681 shares; 2026Q2: 19,753 shares 19,753$15.1M0.06%+3,072Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,399 shares; 2025Q1: 21,139 shares; 2025Q2: 16,707 shares; 2025Q3: not loaded; 2025Q4: 10,856 shares; 2026Q1: 307,238 shares; 2026Q2: 307,473 shares 307,473$15M0.06%+235Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,699 shares; 2024Q4: 5,693 shares; 2025Q1: 6,757 shares; 2025Q2: 13,184 shares; 2025Q3: not loaded; 2025Q4: 12,335 shares; 2026Q1: 10,710 shares; 2026Q2: 14,765 shares 14,765$14.9M0.06%+4,055Timeline
EMOCLEARBRIDGE ENERGY MIDSTREAMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,630 shares; 2024Q4: 307,643 shares; 2025Q1: 306,580 shares; 2025Q2: 293,408 shares; 2025Q3: not loaded; 2025Q4: 305,427 shares; 2026Q1: 303,753 shares; 2026Q2: 297,457 shares 297,457$14.9M0.06%-6,296Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,373 shares; 2025Q3: not loaded; 2025Q4: 6,058 shares; 2026Q1: 340,108 shares; 2026Q2: 351,672 shares 351,672$14.8M0.06%+11,564Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,675 shares; 2024Q4: 6,251 shares; 2025Q1: 8,984 shares; 2025Q2: 66,802 shares; 2025Q3: not loaded; 2025Q4: 64,826 shares; 2026Q1: 61,290 shares; 2026Q2: 60,673 shares 60,673$14.7M0.06%-617Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,961 shares; 2024Q4: 101,565 shares; 2025Q1: 109,788 shares; 2025Q2: 101,855 shares; 2025Q3: not loaded; 2025Q4: 97,704 shares; 2026Q1: 80,576 shares; 2026Q2: 79,162 shares 79,162$14.6M0.06%-1,414Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 94,729 shares; 2025Q1: 45,510 shares; 2025Q2: 19,890 shares; 2025Q3: not loaded; 2025Q4: 16,733 shares; 2026Q1: 15,995 shares; 2026Q2: 341,314 shares 341,314$14.6M0.06%+325,319Timeline
CVIEMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,285 shares; 2024Q4: 52,507 shares; 2025Q1: 47,869 shares; 2025Q2: 40,206 shares; 2025Q3: not loaded; 2025Q4: 36,117 shares; 2026Q1: 171,059 shares; 2026Q2: 171,263 shares 171,263$14.6M0.06%+204Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,943 shares; 2024Q4: 34,966 shares; 2025Q1: 34,023 shares; 2025Q2: 57,271 shares; 2025Q3: not loaded; 2025Q4: 245,014 shares; 2026Q1: 105,030 shares; 2026Q2: 278,716 shares 278,716$14.4M0.06%+173,686Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,468 shares; 2024Q4: 148,799 shares; 2025Q1: 146,634 shares; 2025Q2: 621,930 shares; 2025Q3: not loaded; 2025Q4: 484,335 shares; 2026Q1: 467,626 shares; 2026Q2: 591,531 shares 591,531$14.3M0.05%+123,905Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,951 shares; 2024Q4: 29,304 shares; 2025Q1: 27,584 shares; 2025Q2: 29,256 shares; 2025Q3: not loaded; 2025Q4: 28,291 shares; 2026Q1: 26,970 shares; 2026Q2: 113,192 shares 113,192$14.3M0.05%+86,222Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 494,950 shares; 2026Q2: 516,264 shares 516,264$14.2M0.05%+21,314Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,884 shares; 2024Q4: 207,847 shares; 2025Q1: 205,118 shares; 2025Q2: 209,753 shares; 2025Q3: not loaded; 2025Q4: 229,887 shares; 2026Q1: 223,883 shares; 2026Q2: 253,060 shares 253,060$14.2M0.05%+29,177Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,117 shares; 2024Q4: 255,305 shares; 2025Q1: 244,856 shares; 2025Q2: 288,112 shares; 2025Q3: not loaded; 2025Q4: 259,781 shares; 2026Q1: 241,099 shares; 2026Q2: 253,956 shares 253,956$14M0.05%+12,857Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,258 shares; 2024Q4: 26,125 shares; 2025Q1: 26,502 shares; 2025Q2: 26,281 shares; 2025Q3: not loaded; 2025Q4: 25,643 shares; 2026Q1: 17,630 shares; 2026Q2: 18,168 shares 18,168$13.7M0.05%+538Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,607 shares; 2024Q4: 20,392 shares; 2025Q1: 14,214 shares; 2025Q2: 18,726 shares; 2025Q3: not loaded; 2025Q4: 53,210 shares; 2026Q1: 162,580 shares; 2026Q2: 165,116 shares 165,116$13.6M0.05%+2,536Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,266 shares; 2024Q4: 38,851 shares; 2025Q1: 38,890 shares; 2025Q2: 36,772 shares; 2025Q3: not loaded; 2025Q4: 55,665 shares; 2026Q1: 47,858 shares; 2026Q2: 356,163 shares 356,163$13.6M0.05%+308,305Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,807 shares; 2024Q4: 65,116 shares; 2025Q1: 61,795 shares; 2025Q2: 60,904 shares; 2025Q3: not loaded; 2025Q4: 75,327 shares; 2026Q1: 90,604 shares; 2026Q2: 139,146 shares 139,146$13.4M0.05%+48,542Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly 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 loaded; 2025Q4: 600,336 shares; 2026Q1: 587,687 shares; 2026Q2: 589,880 shares 589,880$13.1M0.05%+2,193Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,759 shares; 2024Q4: 24,512 shares; 2025Q1: 24,482 shares; 2025Q2: 25,616 shares; 2025Q3: not loaded; 2025Q4: 31,217 shares; 2026Q1: 30,467 shares; 2026Q2: 31,588 shares 31,588$12.9M0.05%+1,121Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,108 shares; 2024Q4: 13,920 shares; 2025Q1: 13,844 shares; 2025Q2: 46,174 shares; 2025Q3: not loaded; 2025Q4: 48,512 shares; 2026Q1: 47,222 shares; 2026Q2: 46,202 shares 46,202$12.9M0.05%-1,020Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly 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 loaded; 2025Q4: 268,909 shares; 2026Q1: 260,330 shares; 2026Q2: 261,013 shares 261,013$12.9M0.05%+683Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 3,317 shares; 2025Q1: 3,158 shares; 2025Q2: 3,676 shares; 2025Q3: not loaded; 2025Q4: 5,299 shares; 2026Q1: 5,038 shares; 2026Q2: 17,817 shares 17,817$12.7M0.05%+12,779Timeline
XONEBONDBLOXX ETF TRUSTQuarterly 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 loaded; 2025Q4: 8,360 shares; 2026Q1: 16,970 shares; 2026Q2: 256,126 shares 256,126$12.6M0.05%+239,156Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,129 shares; 2024Q4: 7,526 shares; 2025Q1: 7,713 shares; 2025Q2: 7,718 shares; 2025Q3: not loaded; 2025Q4: 10,172 shares; 2026Q1: 10,139 shares; 2026Q2: 38,042 shares 38,042$12.6M0.05%+27,903Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,383 shares; 2024Q4: 67,269 shares; 2025Q1: 71,537 shares; 2025Q2: 62,532 shares; 2025Q3: not loaded; 2025Q4: 58,130 shares; 2026Q1: 56,346 shares; 2026Q2: 55,270 shares 55,270$12.2M0.05%-1,076Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,409 shares; 2024Q4: 29,153 shares; 2025Q1: 26,883 shares; 2025Q2: 53,219 shares; 2025Q3: not loaded; 2025Q4: 55,334 shares; 2026Q1: 54,238 shares; 2026Q2: 57,242 shares 57,242$12.2M0.05%+3,004Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,166 shares; 2024Q4: 33,019 shares; 2025Q1: 33,151 shares; 2025Q2: 23,844 shares; 2025Q3: not loaded; 2025Q4: 27,204 shares; 2026Q1: 32,030 shares; 2026Q2: 162,597 shares 162,597$12.2M0.05%+130,567Timeline
CVLCMORGAN STANLEY ETF TRUSTQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 124,951 shares; 2026Q2: 128,417 shares 128,417$12.1M0.05%+3,466Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,228 shares; 2024Q4: 31,291 shares; 2025Q1: 26,479 shares; 2025Q2: 21,971 shares; 2025Q3: not loaded; 2025Q4: 523,420 shares; 2026Q1: 525,934 shares; 2026Q2: 520,436 shares 520,436$12M0.05%-5,498Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,355 shares; 2024Q4: 54,276 shares; 2025Q1: 53,641 shares; 2025Q2: 56,813 shares; 2025Q3: not loaded; 2025Q4: 93,900 shares; 2026Q1: 145,222 shares; 2026Q2: 235,925 shares 235,925$11.8M0.05%+90,703Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,611 shares; 2024Q4: 266,656 shares; 2025Q1: 253,823 shares; 2025Q2: 253,329 shares; 2025Q3: not loaded; 2025Q4: 245,884 shares; 2026Q1: 237,292 shares; 2026Q2: 234,774 shares 234,774$11.8M0.04%-2,518Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,702 shares; 2024Q4: 111,569 shares; 2025Q1: 110,324 shares; 2025Q2: 118,163 shares; 2025Q3: not loaded; 2025Q4: 118,559 shares; 2026Q1: 122,415 shares; 2026Q2: 144,275 shares 144,275$11.7M0.04%+21,860Timeline
ARBALTSHARES TRUSTQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 395,986 shares; 2026Q2: 395,135 shares 395,135$11.7M0.04%-851Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,531 shares; 2024Q4: 46,243 shares; 2025Q1: 44,829 shares; 2025Q2: 46,333 shares; 2025Q3: not loaded; 2025Q4: 46,055 shares; 2026Q1: 43,692 shares; 2026Q2: 47,757 shares 47,757$11.6M0.04%+4,065Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,224 shares; 2024Q4: 31,429 shares; 2025Q1: 31,805 shares; 2025Q2: 35,981 shares; 2025Q3: not loaded; 2025Q4: 32,983 shares; 2026Q1: 32,601 shares; 2026Q2: 31,648 shares 31,648$11.6M0.04%-953Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,677 shares; 2024Q4: 280,084 shares; 2025Q1: 289,507 shares; 2025Q2: 292,149 shares; 2025Q3: not loaded; 2025Q4: 79,193 shares; 2026Q1: 76,671 shares; 2026Q2: 74,900 shares 74,900$11.6M0.04%-1,771Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,433 shares; 2024Q4: 19,345 shares; 2025Q1: 22,774 shares; 2025Q2: 22,476 shares; 2025Q3: not loaded; 2025Q4: 22,139 shares; 2026Q1: 22,406 shares; 2026Q2: 22,630 shares 22,630$11.5M0.04%+224Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,725 shares; 2024Q4: 36,768 shares; 2025Q1: 36,711 shares; 2025Q2: 36,606 shares; 2025Q3: not loaded; 2025Q4: 36,434 shares; 2026Q1: 36,082 shares; 2026Q2: 82,629 shares 82,629$11.4M0.04%+46,547Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,481 shares; 2024Q4: 5,920 shares; 2025Q1: 5,223 shares; 2025Q2: 6,602 shares; 2025Q3: not loaded; 2025Q4: 10,327 shares; 2026Q1: 8,322 shares; 2026Q2: 233,593 shares 233,593$11.3M0.04%+225,271Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,432 shares; 2024Q4: 3,708 shares; 2025Q1: 3,884 shares; 2025Q2: 10,676 shares; 2025Q3: not loaded; 2025Q4: 13,197 shares; 2026Q1: 11,423 shares; 2026Q2: 11,562 shares 11,562$11.3M0.04%+139Timeline
SNDKSANDISK CORPQuarterly 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 loaded; 2025Q4: 4,149 shares; 2026Q1: 2,584 shares; 2026Q2: 4,891 shares 4,891$11.1M0.04%+2,307Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,123 shares; 2024Q4: 24,497 shares; 2025Q1: 33,273 shares; 2025Q2: 44,360 shares; 2025Q3: not loaded; 2025Q4: 44,055 shares; 2026Q1: 46,909 shares; 2026Q2: 53,093 shares 53,093$11.1M0.04%+6,184Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,147 shares; 2025Q3: not loaded; 2025Q4: 5,988 shares; 2026Q1: 73,329 shares; 2026Q2: 200,578 shares 200,578$11.1M0.04%+127,249Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,948 shares; 2025Q1: 5,555 shares; 2025Q2: 18,088 shares; 2025Q3: not loaded; 2025Q4: 8,331 shares; 2026Q1: 12,532 shares; 2026Q2: 241,165 shares 241,165$11M0.04%+228,633Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,026 shares; 2024Q4: 108,944 shares; 2025Q1: 103,780 shares; 2025Q2: 100,748 shares; 2025Q3: not loaded; 2025Q4: 89,384 shares; 2026Q1: 87,664 shares; 2026Q2: 87,426 shares 87,426$10.9M0.04%-238Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,025 shares; 2024Q4: 34,906 shares; 2025Q1: 38,202 shares; 2025Q2: 38,756 shares; 2025Q3: not loaded; 2025Q4: 50,371 shares; 2026Q1: 52,979 shares; 2026Q2: 98,544 shares 98,544$10.9M0.04%+45,565Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,053 shares; 2024Q4: 61,878 shares; 2025Q1: 58,458 shares; 2025Q2: 57,011 shares; 2025Q3: not loaded; 2025Q4: 60,244 shares; 2026Q1: 57,989 shares; 2026Q2: 115,897 shares 115,897$10.8M0.04%+57,908Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,086 shares; 2024Q4: 30,234 shares; 2025Q1: 37,437 shares; 2025Q2: 41,477 shares; 2025Q3: not loaded; 2025Q4: 51,086 shares; 2026Q1: 39,315 shares; 2026Q2: 36,177 shares 36,177$10.8M0.04%-3,138Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,426 shares; 2024Q4: 10,083 shares; 2025Q1: 8,708 shares; 2025Q2: 11,964 shares; 2025Q3: not loaded; 2025Q4: 40,366 shares; 2026Q1: 44,987 shares; 2026Q2: 90,616 shares 90,616$10.6M0.04%+45,629Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,650 shares; 2024Q4: 83,544 shares; 2025Q1: 83,141 shares; 2025Q2: 80,846 shares; 2025Q3: not loaded; 2025Q4: 36,719 shares; 2026Q1: 22,659 shares; 2026Q2: 24,815 shares 24,815$10.3M0.04%+2,156Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,252 shares; 2024Q4: 26,257 shares; 2025Q1: 25,500 shares; 2025Q2: 25,702 shares; 2025Q3: not loaded; 2025Q4: 25,332 shares; 2026Q1: 25,349 shares; 2026Q2: 26,096 shares 26,096$10.3M0.04%+747Timeline
WDCWESTERN DIGITAL CORPQuarterly 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 loaded; 2025Q4: 11,843 shares; 2026Q1: 6,975 shares; 2026Q2: 15,962 shares 15,962$10.2M0.04%+8,987Timeline
ISTBISHARES TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 266,481 shares; 2026Q2: 210,758 shares 210,758$10.2M0.04%-55,723Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,204 shares; 2024Q4: 9,783 shares; 2025Q1: 6,871 shares; 2025Q2: 7,068 shares; 2025Q3: not loaded; 2025Q4: 6,731 shares; 2026Q1: 7,604 shares; 2026Q2: 15,833 shares 15,833$10.1M0.04%+8,229Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,388 shares; 2024Q4: 26,641 shares; 2025Q1: 28,395 shares; 2025Q2: 29,732 shares; 2025Q3: not loaded; 2025Q4: 28,570 shares; 2026Q1: 28,207 shares; 2026Q2: 29,873 shares 29,873$10.1M0.04%+1,666Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,583 shares; 2024Q4: 144,607 shares; 2025Q1: 141,824 shares; 2025Q2: 144,423 shares; 2025Q3: not loaded; 2025Q4: 138,281 shares; 2026Q1: 142,104 shares; 2026Q2: 146,997 shares 146,997$10.1M0.04%+4,893Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: not reported; 2025Q1: 12,287 shares; 2025Q2: 13,509 shares; 2025Q3: not loaded; 2025Q4: 7,119 shares; 2026Q1: 213,897 shares; 2026Q2: 201,407 shares 201,407$10M0.04%-12,490Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,411 shares; 2024Q4: 85,711 shares; 2025Q1: 83,227 shares; 2025Q2: 80,316 shares; 2025Q3: not loaded; 2025Q4: 78,797 shares; 2026Q1: 77,269 shares; 2026Q2: 80,591 shares 80,591$9.79M0.04%+3,322Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,638 shares; 2024Q4: 49,266 shares; 2025Q1: 48,270 shares; 2025Q2: 87,064 shares; 2025Q3: not loaded; 2025Q4: 109,893 shares; 2026Q1: 217,089 shares; 2026Q2: 214,849 shares 214,849$9.74M0.04%-2,240Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly 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 loaded; 2025Q4: 213,466 shares; 2026Q1: 206,405 shares; 2026Q2: 206,047 shares 206,047$9.73M0.04%-358Timeline
USMCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,410 shares; 2024Q4: 128,565 shares; 2025Q1: 130,569 shares; 2025Q2: 133,231 shares; 2025Q3: not loaded; 2025Q4: 133,476 shares; 2026Q1: 129,107 shares; 2026Q2: 130,890 shares 130,890$9.7M0.04%+1,783Timeline
FALNISHARES TRQuarterly 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 loaded; 2025Q4: 7,574 shares; 2026Q1: 22,245 shares; 2026Q2: 349,138 shares 349,138$9.51M0.04%+326,893Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,409 shares; 2024Q4: 7,355 shares; 2025Q1: 9,086 shares; 2025Q2: 13,533 shares; 2025Q3: not loaded; 2025Q4: 9,347 shares; 2026Q1: 11,513 shares; 2026Q2: 13,155 shares 13,155$9.47M0.04%+1,642Timeline
CLIPGLOBAL X FDSQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 96,931 shares; 2026Q2: 94,206 shares 94,206$9.45M0.04%-2,725Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,395 shares; 2024Q4: 35,968 shares; 2025Q1: 60,091 shares; 2025Q2: 63,424 shares; 2025Q3: not loaded; 2025Q4: 62,686 shares; 2026Q1: 56,535 shares; 2026Q2: 67,481 shares 67,481$9.44M0.04%+10,946Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,500 shares; 2024Q4: 182,644 shares; 2025Q1: 183,410 shares; 2025Q2: 199,970 shares; 2025Q3: not loaded; 2025Q4: 223,607 shares; 2026Q1: 199,373 shares; 2026Q2: 255,531 shares 255,531$9.39M0.04%+56,158Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,376 shares; 2024Q4: 30,206 shares; 2025Q1: 30,666 shares; 2025Q2: 34,803 shares; 2025Q3: not loaded; 2025Q4: 31,712 shares; 2026Q1: 33,074 shares; 2026Q2: 85,818 shares 85,818$9.23M0.04%+52,744Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,042 shares; 2024Q4: 47,583 shares; 2025Q1: 47,107 shares; 2025Q2: 51,253 shares; 2025Q3: not loaded; 2025Q4: 54,057 shares; 2026Q1: 53,139 shares; 2026Q2: 50,883 shares 50,883$9.21M0.04%-2,256Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,937 shares; 2024Q4: 13,643 shares; 2025Q1: 13,449 shares; 2025Q2: 13,528 shares; 2025Q3: not loaded; 2025Q4: 12,781 shares; 2026Q1: 22,844 shares; 2026Q2: 22,873 shares 22,873$9.1M0.03%+29Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,917 shares; 2024Q4: 121,942 shares; 2025Q1: 133,900 shares; 2025Q2: 171,835 shares; 2025Q3: not loaded; 2025Q4: 213,232 shares; 2026Q1: 259,632 shares; 2026Q2: 251,236 shares 251,236$9.08M0.03%-8,396Timeline
LBAYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074,057 shares; 2024Q4: 970,220 shares; 2025Q1: 837,926 shares; 2025Q2: 776,866 shares; 2025Q3: not loaded; 2025Q4: 521,205 shares; 2026Q1: 399,623 shares; 2026Q2: 362,787 shares 362,787$9.04M0.03%-36,836Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,106 shares; 2024Q4: 50,668 shares; 2025Q1: 51,503 shares; 2025Q2: 47,046 shares; 2025Q3: not loaded; 2025Q4: 42,588 shares; 2026Q1: 41,831 shares; 2026Q2: 52,257 shares 52,257$8.89M0.03%+10,426Timeline
PDNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,021 shares; 2025Q1: 6,034 shares; 2025Q2: 5,737 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196,908 shares 196,908$8.86M0.03%newTimeline
CVMCMORGAN STANLEY ETF TRUSTQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 109,884 shares; 2026Q2: 116,055 shares 116,055$8.84M0.03%+6,171Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,712 shares; 2024Q4: 17,714 shares; 2025Q1: 16,739 shares; 2025Q2: 28,808 shares; 2025Q3: not loaded; 2025Q4: 33,774 shares; 2026Q1: 32,693 shares; 2026Q2: 34,871 shares 34,871$8.8M0.03%+2,178Timeline
IEOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,092 shares; 2024Q4: 81,779 shares; 2025Q1: 81,537 shares; 2025Q2: 82,255 shares; 2025Q3: not loaded; 2025Q4: 79,453 shares; 2026Q1: 79,475 shares; 2026Q2: 79,628 shares 79,628$8.75M0.03%+153Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,183 shares; 2024Q4: 170,430 shares; 2025Q1: 165,037 shares; 2025Q2: 219,609 shares; 2025Q3: not loaded; 2025Q4: 222,745 shares; 2026Q1: 220,316 shares; 2026Q2: 344,113 shares 344,113$8.69M0.03%+123,797Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,842 shares; 2024Q4: 47,947 shares; 2025Q1: 43,384 shares; 2025Q2: 42,386 shares; 2025Q3: not loaded; 2025Q4: 89,337 shares; 2026Q1: 51,415 shares; 2026Q2: 171,766 shares 171,766$8.66M0.03%+120,351Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,073 shares; 2024Q4: 28,959 shares; 2025Q1: 23,789 shares; 2025Q2: 28,535 shares; 2025Q3: not loaded; 2025Q4: 38,509 shares; 2026Q1: 42,295 shares; 2026Q2: 73,669 shares 73,669$8.59M0.03%+31,374Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,287 shares; 2024Q4: 8,279 shares; 2025Q1: 8,505 shares; 2025Q2: 8,454 shares; 2025Q3: not loaded; 2025Q4: 6,694 shares; 2026Q1: 6,561 shares; 2026Q2: 6,259 shares 6,259$8.52M0.03%-302Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,543 shares; 2025Q1: 2,817 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,452 shares; 2026Q1: 3,446 shares; 2026Q2: 93,334 shares 93,334$8.51M0.03%+89,888Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: not loaded; 2025Q4: 1,273 shares; 2026Q1: 4,323 shares; 2026Q2: 4,267 shares 4,267$8.46M0.03%-56Timeline
ISCGISHARES TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128,722 shares 128,722$8.44M0.03%newTimeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,114 shares; 2024Q4: 337,610 shares; 2025Q1: 297,936 shares; 2025Q2: 18,738 shares; 2025Q3: not loaded; 2025Q4: 17,371 shares; 2026Q1: 14,324 shares; 2026Q2: 211,689 shares 211,689$8.41M0.03%+197,365Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,058 shares; 2024Q4: 5,003 shares; 2025Q1: 4,727 shares; 2025Q2: 3,509 shares; 2025Q3: not loaded; 2025Q4: 23,137 shares; 2026Q1: 173,175 shares; 2026Q2: 174,538 shares 174,538$8.4M0.03%+1,363Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,632 shares; 2024Q4: 478,883 shares; 2025Q1: 91,591 shares; 2025Q2: 88,512 shares; 2025Q3: not loaded; 2025Q4: 84,535 shares; 2026Q1: 84,629 shares; 2026Q2: 87,040 shares 87,040$8.38M0.03%+2,411Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,486 shares; 2024Q4: 53,478 shares; 2025Q1: 43,023 shares; 2025Q2: 48,010 shares; 2025Q3: not loaded; 2025Q4: 77,901 shares; 2026Q1: 53,976 shares; 2026Q2: 136,424 shares 136,424$8.29M0.03%+82,448Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,948 shares; 2024Q4: 7,711 shares; 2025Q1: 7,576 shares; 2025Q2: 7,573 shares; 2025Q3: not loaded; 2025Q4: 12,420 shares; 2026Q1: 9,295 shares; 2026Q2: 73,049 shares 73,049$8.19M0.03%+63,754Timeline
TECLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,396 shares; 2024Q4: 45,276 shares; 2025Q1: 45,276 shares; 2025Q2: 45,276 shares; 2025Q3: not loaded; 2025Q4: 42,105 shares; 2026Q1: 42,142 shares; 2026Q2: 35,380 shares 35,380$8.16M0.03%-6,762Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,236 shares; 2024Q4: 15,858 shares; 2025Q1: 17,562 shares; 2025Q2: 30,129 shares; 2025Q3: not loaded; 2025Q4: 26,320 shares; 2026Q1: 25,251 shares; 2026Q2: 15,882 shares 15,882$7.96M0.03%-9,369Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,119 shares; 2024Q4: 80,315 shares; 2025Q1: 74,214 shares; 2025Q2: 74,903 shares; 2025Q3: not loaded; 2025Q4: 95,944 shares; 2026Q1: 92,651 shares; 2026Q2: 109,229 shares 109,229$7.86M0.03%+16,578Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,128 shares; 2024Q4: 100,020 shares; 2025Q1: 103,322 shares; 2025Q2: 133,254 shares; 2025Q3: not loaded; 2025Q4: 127,472 shares; 2026Q1: 124,033 shares; 2026Q2: 128,486 shares 128,486$7.76M0.03%+4,453Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,334 shares; 2024Q4: 104,918 shares; 2025Q1: 106,682 shares; 2025Q2: 102,392 shares; 2025Q3: not loaded; 2025Q4: 73,535 shares; 2026Q1: 68,584 shares; 2026Q2: 74,542 shares 74,542$7.71M0.03%+5,958Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,508 shares; 2024Q4: 59,504 shares; 2025Q1: 58,411 shares; 2025Q2: 55,275 shares; 2025Q3: not loaded; 2025Q4: 59,612 shares; 2026Q1: 59,547 shares; 2026Q2: 75,211 shares 75,211$7.69M0.03%+15,664Timeline
CASYCASEYS GEN STORES INCQuarterly 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 loaded; 2025Q4: 750 shares; 2026Q1: 10,650 shares; 2026Q2: 9,654 shares 9,654$7.67M0.03%-996Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,578 shares; 2024Q4: 2,808 shares; 2025Q1: 3,270 shares; 2025Q2: 5,478 shares; 2025Q3: not loaded; 2025Q4: 6,543 shares; 2026Q1: 7,822 shares; 2026Q2: 43,659 shares 43,659$7.66M0.03%+35,837Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,704 shares; 2024Q4: 126,742 shares; 2025Q1: 111,028 shares; 2025Q2: 96,389 shares; 2025Q3: not loaded; 2025Q4: 95,122 shares; 2026Q1: 93,305 shares; 2026Q2: 100,823 shares 100,823$7.64M0.03%+7,518Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,158 shares; 2024Q4: 15,567 shares; 2025Q1: 14,388 shares; 2025Q2: 16,008 shares; 2025Q3: not loaded; 2025Q4: 14,329 shares; 2026Q1: 12,982 shares; 2026Q2: 14,547 shares 14,547$7.6M0.03%+1,565Timeline
AGZISHARES TRQuarterly 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 loaded; 2025Q4: 2,402 shares; 2026Q1: 3,430 shares; 2026Q2: 69,239 shares 69,239$7.57M0.03%+65,809Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,509 shares; 2024Q4: 15,041 shares; 2025Q1: 14,128 shares; 2025Q2: 13,223 shares; 2025Q3: not loaded; 2025Q4: 17,121 shares; 2026Q1: 16,103 shares; 2026Q2: 17,713 shares 17,713$7.55M0.03%+1,610Timeline
FAXABRDN ASIA PACIFIC INCOME FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047,760 shares; 2024Q4: 834,382 shares; 2025Q1: 812,337 shares; 2025Q2: 760,906 shares; 2025Q3: not loaded; 2025Q4: 564,502 shares; 2026Q1: 544,068 shares; 2026Q2: 513,166 shares 513,166$7.55M0.03%-30,902Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,750 shares; 2024Q4: 23,597 shares; 2025Q1: 22,929 shares; 2025Q2: 22,346 shares; 2025Q3: not loaded; 2025Q4: 26,415 shares; 2026Q1: 25,429 shares; 2026Q2: 24,943 shares 24,943$7.46M0.03%-486Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 6,409 shares; 2025Q1: 6,393 shares; 2025Q2: 103,973 shares; 2025Q3: not loaded; 2025Q4: 99,504 shares; 2026Q1: 89,792 shares; 2026Q2: 80,171 shares 80,171$7.36M0.03%-9,621Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,152 shares; 2024Q4: 141,518 shares; 2025Q1: 138,031 shares; 2025Q2: 197,106 shares; 2025Q3: not loaded; 2025Q4: 153,818 shares; 2026Q1: 150,007 shares; 2026Q2: 172,916 shares 172,916$7.32M0.03%+22,909Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,437 shares; 2025Q1: 1,425 shares; 2025Q2: 1,434 shares; 2025Q3: not loaded; 2025Q4: 1,472 shares; 2026Q1: 2,086 shares; 2026Q2: 40,851 shares 40,851$7.28M0.03%+38,765Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,794 shares; 2024Q4: 3,815 shares; 2025Q1: 3,815 shares; 2025Q2: 3,832 shares; 2025Q3: not loaded; 2025Q4: 7,321 shares; 2026Q1: 7,033 shares; 2026Q2: 135,471 shares 135,471$7.22M0.03%+128,438Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,097 shares; 2024Q4: 55,410 shares; 2025Q1: 63,123 shares; 2025Q2: 133,184 shares; 2025Q3: not loaded; 2025Q4: 133,927 shares; 2026Q1: 132,784 shares; 2026Q2: 79,164 shares 79,164$7.18M0.03%-53,620Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,298 shares; 2025Q1: 5,446 shares; 2025Q2: 4,392 shares; 2025Q3: not loaded; 2025Q4: 4,239 shares; 2026Q1: 3,614 shares; 2026Q2: 59,507 shares 59,507$7.09M0.03%+55,893Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,990 shares; 2024Q4: 69,092 shares; 2025Q1: 64,960 shares; 2025Q2: 306,241 shares; 2025Q3: not loaded; 2025Q4: 214,010 shares; 2026Q1: 184,503 shares; 2026Q2: 177,378 shares 177,378$7.04M0.03%-7,125Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,387 shares; 2024Q4: 63,977 shares; 2025Q1: 50,610 shares; 2025Q2: 49,508 shares; 2025Q3: not loaded; 2025Q4: 52,490 shares; 2026Q1: 63,745 shares; 2026Q2: 138,507 shares 138,507$7M0.03%+74,762Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,036 shares; 2024Q4: 131,303 shares; 2025Q1: 155,967 shares; 2025Q2: 153,502 shares; 2025Q3: not loaded; 2025Q4: 136,754 shares; 2026Q1: 123,796 shares; 2026Q2: 144,398 shares 144,398$6.86M0.03%+20,602Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,251 shares; 2024Q4: 14,517 shares; 2025Q1: 15,011 shares; 2025Q2: 15,885 shares; 2025Q3: not loaded; 2025Q4: 16,386 shares; 2026Q1: 15,862 shares; 2026Q2: 19,229 shares 19,229$6.81M0.03%+3,367Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,588 shares; 2024Q4: 8,977 shares; 2025Q1: 10,167 shares; 2025Q2: 10,008 shares; 2025Q3: not loaded; 2025Q4: 20,108 shares; 2026Q1: 20,461 shares; 2026Q2: 41,534 shares 41,534$6.8M0.03%+21,073Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,683 shares; 2024Q4: 26,295 shares; 2025Q1: 18,693 shares; 2025Q2: 22,177 shares; 2025Q3: not loaded; 2025Q4: 26,701 shares; 2026Q1: 30,179 shares; 2026Q2: 30,952 shares 30,952$6.79M0.03%+773Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,238 shares; 2024Q4: 3,581 shares; 2025Q1: 8,268 shares; 2025Q2: 8,337 shares; 2025Q3: not loaded; 2025Q4: 9,338 shares; 2026Q1: 12,305 shares; 2026Q2: 40,569 shares 40,569$6.76M0.03%+28,264Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,640 shares; 2025Q1: 1,934 shares; 2025Q2: 2,740 shares; 2025Q3: not loaded; 2025Q4: 14,277 shares; 2026Q1: 15,198 shares; 2026Q2: 30,603 shares 30,603$6.76M0.03%+15,405Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,995 shares; 2024Q4: 29,292 shares; 2025Q1: 20,210 shares; 2025Q2: 25,285 shares; 2025Q3: not loaded; 2025Q4: 26,878 shares; 2026Q1: 28,008 shares; 2026Q2: 31,184 shares 31,184$6.75M0.03%+3,176Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,100 shares; 2024Q4: 88,053 shares; 2025Q1: 107,738 shares; 2025Q2: 123,311 shares; 2025Q3: not loaded; 2025Q4: 130,874 shares; 2026Q1: 130,874 shares; 2026Q2: 130,874 shares 130,874$6.67M0.03%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,152 shares; 2024Q4: 55,237 shares; 2025Q1: 55,238 shares; 2025Q2: 55,796 shares; 2025Q3: not loaded; 2025Q4: 57,188 shares; 2026Q1: 54,868 shares; 2026Q2: 56,120 shares 56,120$6.59M0.03%+1,252Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,261 shares; 2024Q4: 9,937 shares; 2025Q1: 11,282 shares; 2025Q2: 10,701 shares; 2025Q3: not loaded; 2025Q4: 29,763 shares; 2026Q1: 22,588 shares; 2026Q2: 40,904 shares 40,904$6.42M0.02%+18,316Timeline
XSVNBONDBLOXX ETF TRUSTQuarterly 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 loaded; 2025Q4: 4,480 shares; 2026Q1: 6,532 shares; 2026Q2: 134,667 shares 134,667$6.37M0.02%+128,135Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,626 shares; 2024Q4: 21,561 shares; 2025Q1: 14,367 shares; 2025Q2: 13,968 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 254,447 shares; 2026Q2: 249,161 shares 249,161$6.34M0.02%-5,286Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,405 shares; 2024Q4: 39,623 shares; 2025Q1: 38,454 shares; 2025Q2: 37,317 shares; 2025Q3: not loaded; 2025Q4: 40,011 shares; 2026Q1: 38,352 shares; 2026Q2: 38,509 shares 38,509$6.34M0.02%+157Timeline
IDHQINVESCO EXCH TRADED FD TR IIQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,784 shares 141,784$6.2M0.02%newTimeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,278 shares; 2024Q4: 2,919 shares; 2025Q1: 2,868 shares; 2025Q2: 4,817 shares; 2025Q3: not loaded; 2025Q4: 19,895 shares; 2026Q1: 24,804 shares; 2026Q2: 21,252 shares 21,252$6.18M0.02%-3,552Timeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,706 shares; 2024Q4: 204,254 shares; 2025Q1: 191,363 shares; 2025Q2: 191,011 shares; 2025Q3: not loaded; 2025Q4: 183,825 shares; 2026Q1: 179,375 shares; 2026Q2: 172,019 shares 172,019$6.07M0.02%-7,356Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,328 shares; 2024Q4: 37,166 shares; 2025Q1: 37,616 shares; 2025Q2: 37,901 shares; 2025Q3: not loaded; 2025Q4: 34,121 shares; 2026Q1: 34,485 shares; 2026Q2: 39,864 shares 39,864$6.07M0.02%+5,379Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,087 shares; 2025Q3: not loaded; 2025Q4: 13,862 shares; 2026Q1: 13,625 shares; 2026Q2: 62,932 shares 62,932$6.05M0.02%+49,307Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,630 shares; 2024Q4: 12,000 shares; 2025Q1: 11,359 shares; 2025Q2: 12,550 shares; 2025Q3: not loaded; 2025Q4: 16,977 shares; 2026Q1: 37,111 shares; 2026Q2: 38,592 shares 38,592$6.05M0.02%+1,481Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,864 shares; 2024Q4: 7,003 shares; 2025Q1: 6,898 shares; 2025Q2: 18,115 shares; 2025Q3: not loaded; 2025Q4: 17,210 shares; 2026Q1: 17,211 shares; 2026Q2: 97,461 shares 97,461$6.05M0.02%+80,250Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,251 shares; 2024Q4: 12,619 shares; 2025Q1: 15,935 shares; 2025Q2: 15,736 shares; 2025Q3: not loaded; 2025Q4: 15,971 shares; 2026Q1: 16,490 shares; 2026Q2: 17,530 shares 17,530$6.03M0.02%+1,040Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,446 shares; 2024Q4: 16,218 shares; 2025Q1: 15,587 shares; 2025Q2: 17,502 shares; 2025Q3: not loaded; 2025Q4: 17,610 shares; 2026Q1: 18,778 shares; 2026Q2: 23,470 shares 23,470$5.99M0.02%+4,692Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,905 shares; 2024Q4: 308,801 shares; 2025Q1: 279,347 shares; 2025Q2: 276,553 shares; 2025Q3: not loaded; 2025Q4: 258,734 shares; 2026Q1: 237,118 shares; 2026Q2: 247,206 shares 247,206$5.95M0.02%+10,088Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,461 shares; 2024Q4: 189,436 shares; 2025Q1: 210,119 shares; 2025Q2: 164,283 shares; 2025Q3: not loaded; 2025Q4: 140,070 shares; 2026Q1: 136,637 shares; 2026Q2: 146,226 shares 146,226$5.94M0.02%+9,589Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,880 shares; 2024Q4: 17,289 shares; 2025Q1: 17,283 shares; 2025Q2: 25,421 shares; 2025Q3: not loaded; 2025Q4: 111,526 shares; 2026Q1: 115,860 shares; 2026Q2: 256,326 shares 256,326$5.94M0.02%+140,466Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,371 shares; 2024Q4: 25,932 shares; 2025Q1: 25,661 shares; 2025Q2: 33,663 shares; 2025Q3: not loaded; 2025Q4: 36,272 shares; 2026Q1: 35,320 shares; 2026Q2: 41,031 shares 41,031$5.87M0.02%+5,711Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,337 shares; 2024Q4: 30,690 shares; 2025Q1: 37,442 shares; 2025Q2: 35,977 shares; 2025Q3: not loaded; 2025Q4: 39,719 shares; 2026Q1: 39,633 shares; 2026Q2: 37,310 shares 37,310$5.86M0.02%-2,323Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,650 shares; 2024Q4: 64,841 shares; 2025Q1: 61,509 shares; 2025Q2: 62,893 shares; 2025Q3: not loaded; 2025Q4: 64,793 shares; 2026Q1: 70,594 shares; 2026Q2: 81,136 shares 81,136$5.85M0.02%+10,542Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,228 shares; 2024Q4: 7,668 shares; 2025Q1: 15,230 shares; 2025Q2: 16,060 shares; 2025Q3: not loaded; 2025Q4: 17,411 shares; 2026Q1: 16,213 shares; 2026Q2: 17,017 shares 17,017$5.8M0.02%+804Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,257 shares; 2024Q4: 11,256 shares; 2025Q1: 13,481 shares; 2025Q2: 11,199 shares; 2025Q3: not loaded; 2025Q4: 11,931 shares; 2026Q1: 12,477 shares; 2026Q2: 102,790 shares 102,790$5.73M0.02%+90,313Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,589 shares; 2024Q4: 94,949 shares; 2025Q1: 93,881 shares; 2025Q2: 95,094 shares; 2025Q3: not loaded; 2025Q4: 158,942 shares; 2026Q1: 146,338 shares; 2026Q2: 157,786 shares 157,786$5.72M0.02%+11,448Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,324 shares; 2024Q4: 7,324 shares; 2025Q1: 7,446 shares; 2025Q2: 7,318 shares; 2025Q3: not loaded; 2025Q4: 7,972 shares; 2026Q1: 106,089 shares; 2026Q2: 109,636 shares 109,636$5.71M0.02%+3,547Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,082 shares; 2024Q4: 13,948 shares; 2025Q1: 14,902 shares; 2025Q2: 35,015 shares; 2025Q3: not loaded; 2025Q4: 22,998 shares; 2026Q1: 18,593 shares; 2026Q2: 19,404 shares 19,404$5.69M0.02%+811Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,690 shares; 2024Q4: 45,697 shares; 2025Q1: 51,268 shares; 2025Q2: 51,500 shares; 2025Q3: not loaded; 2025Q4: 55,845 shares; 2026Q1: 50,383 shares; 2026Q2: 54,603 shares 54,603$5.68M0.02%+4,220Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,171 shares; 2024Q4: 21,314 shares; 2025Q1: 20,746 shares; 2025Q2: 33,446 shares; 2025Q3: not loaded; 2025Q4: 20,036 shares; 2026Q1: 18,662 shares; 2026Q2: 22,038 shares 22,038$5.63M0.02%+3,376Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,945 shares; 2024Q4: 5,480 shares; 2025Q1: 5,503 shares; 2025Q2: 6,151 shares; 2025Q3: not loaded; 2025Q4: 8,136 shares; 2026Q1: 8,219 shares; 2026Q2: 8,855 shares 8,855$5.62M0.02%+636Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,392 shares; 2024Q4: 40,260 shares; 2025Q1: 46,665 shares; 2025Q2: 54,355 shares; 2025Q3: not loaded; 2025Q4: 95,427 shares; 2026Q1: 97,695 shares; 2026Q2: 168,222 shares 168,222$5.6M0.02%+70,527Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,805 shares; 2024Q4: 76,511 shares; 2025Q1: 64,335 shares; 2025Q2: 111,809 shares; 2025Q3: not loaded; 2025Q4: 58,264 shares; 2026Q1: 128,426 shares; 2026Q2: 127,070 shares 127,070$5.59M0.02%-1,356Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,215 shares; 2024Q4: 81,790 shares; 2025Q1: 83,460 shares; 2025Q2: 91,992 shares; 2025Q3: not loaded; 2025Q4: 94,159 shares; 2026Q1: 98,206 shares; 2026Q2: 103,496 shares 103,496$5.53M0.02%+5,290Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,513 shares; 2024Q4: 139,232 shares; 2025Q1: 147,156 shares; 2025Q2: 155,337 shares; 2025Q3: not loaded; 2025Q4: 163,021 shares; 2026Q1: 164,934 shares; 2026Q2: 171,310 shares 171,310$5.48M0.02%+6,376Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,893 shares; 2024Q4: 205,279 shares; 2025Q1: 192,053 shares; 2025Q2: 232,239 shares; 2025Q3: not loaded; 2025Q4: 212,234 shares; 2026Q1: 201,129 shares; 2026Q2: 264,001 shares 264,001$5.46M0.02%+62,872Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,094 shares; 2024Q4: 52,042 shares; 2025Q1: 51,155 shares; 2025Q2: 57,165 shares; 2025Q3: not loaded; 2025Q4: 54,176 shares; 2026Q1: 53,770 shares; 2026Q2: 56,326 shares 56,326$5.43M0.02%+2,556Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly 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 loaded; 2025Q4: 166,219 shares; 2026Q1: 158,223 shares; 2026Q2: 156,703 shares 156,703$5.43M0.02%-1,520Timeline
AVSDAMERICAN CENTY ETF TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 53,156 shares; 2026Q2: 67,017 shares 67,017$5.35M0.02%+13,861Timeline
VVRINVESCO SR INCOME TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 1,912,308 shares; 2026Q2: 1,779,730 shares 1,779,730$5.34M0.02%-132,578Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,113 shares; 2024Q4: 12,113 shares; 2025Q1: 12,113 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121,785 shares 121,785$5.33M0.02%newTimeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,150 shares; 2024Q4: 38,946 shares; 2025Q1: 38,150 shares; 2025Q2: 38,230 shares; 2025Q3: not loaded; 2025Q4: 38,668 shares; 2026Q1: 39,817 shares; 2026Q2: 40,119 shares 40,119$5.23M0.02%+302Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,920 shares; 2024Q4: 332,640 shares; 2025Q1: 281,727 shares; 2025Q2: 284,631 shares; 2025Q3: not loaded; 2025Q4: 286,111 shares; 2026Q1: 80,953 shares; 2026Q2: 31,956 shares 31,956$5.23M0.02%-48,997Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,836 shares; 2024Q4: 60,859 shares; 2025Q1: 57,295 shares; 2025Q2: 35,020 shares; 2025Q3: not loaded; 2025Q4: 26,850 shares; 2026Q1: 33,100 shares; 2026Q2: 52,218 shares 52,218$5.19M0.02%+19,118Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,113 shares; 2024Q4: 28,533 shares; 2025Q1: 28,997 shares; 2025Q2: 33,081 shares; 2025Q3: not loaded; 2025Q4: 32,369 shares; 2026Q1: 28,787 shares; 2026Q2: 40,955 shares 40,955$5.18M0.02%+12,168Timeline
CLSCELESTICA INCQuarterly 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 loaded; 2025Q4: 708 shares; 2026Q1: 1,574 shares; 2026Q2: 14,188 shares 14,188$5.18M0.02%+12,614Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,675 shares; 2024Q4: 12,539 shares; 2025Q1: 12,473 shares; 2025Q2: 12,779 shares; 2025Q3: not loaded; 2025Q4: 12,866 shares; 2026Q1: 15,879 shares; 2026Q2: 34,147 shares 34,147$5.04M0.02%+18,268Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,252 shares; 2024Q4: 51,589 shares; 2025Q1: 54,328 shares; 2025Q2: 88,549 shares; 2025Q3: not loaded; 2025Q4: 73,210 shares; 2026Q1: 72,193 shares; 2026Q2: 87,527 shares 87,527$5.04M0.02%+15,334Timeline
OUSTOUSTER INCQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,562 shares 80,562$5.04M0.02%newTimeline
PAAAPGIM ETF TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,319 shares 97,319$4.99M0.02%newTimeline
GPIXGOLDMAN SACHS ETF TRQuarterly 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 loaded; 2025Q4: 3,800 shares; 2026Q1: 33,415 shares; 2026Q2: 89,270 shares 89,270$4.96M0.02%+55,855Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,598 shares; 2024Q4: 11,008 shares; 2025Q1: 10,999 shares; 2025Q2: 11,425 shares; 2025Q3: not loaded; 2025Q4: 10,967 shares; 2026Q1: 11,983 shares; 2026Q2: 12,794 shares 12,794$4.93M0.02%+811Timeline
NUDMNUSHARES ETF TRQuarterly 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 loaded; 2025Q4: 97,544 shares; 2026Q1: 128,723 shares; 2026Q2: 122,362 shares 122,362$4.9M0.02%-6,361Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,716 shares; 2024Q4: 285,086 shares; 2025Q1: 280,446 shares; 2025Q2: 266,738 shares; 2025Q3: not loaded; 2025Q4: 260,300 shares; 2026Q1: 252,927 shares; 2026Q2: 249,974 shares 249,974$4.88M0.02%-2,953Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,907 shares; 2024Q4: 352,207 shares; 2025Q1: 357,181 shares; 2025Q2: 64,325 shares; 2025Q3: not loaded; 2025Q4: 51,258 shares; 2026Q1: 52,664 shares; 2026Q2: 52,576 shares 52,576$4.87M0.02%-88Timeline
VFVAVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,639 shares; 2024Q4: 36,461 shares; 2025Q1: 35,976 shares; 2025Q2: 35,649 shares; 2025Q3: not loaded; 2025Q4: 33,610 shares; 2026Q1: 33,561 shares; 2026Q2: 32,806 shares 32,806$4.87M0.02%-755Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,941 shares; 2024Q4: 139,562 shares; 2025Q1: 129,962 shares; 2025Q2: 114,333 shares; 2025Q3: not loaded; 2025Q4: 95,989 shares; 2026Q1: 90,906 shares; 2026Q2: 98,494 shares 98,494$4.87M0.02%+7,588Timeline
AVSEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,221 shares; 2025Q1: 6,221 shares; 2025Q2: 3,865 shares; 2025Q3: not loaded; 2025Q4: 3,865 shares; 2026Q1: 38,570 shares; 2026Q2: 58,878 shares 58,878$4.82M0.02%+20,308Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,744 shares; 2024Q4: 26,127 shares; 2025Q1: 27,947 shares; 2025Q2: 27,923 shares; 2025Q3: not loaded; 2025Q4: 23,317 shares; 2026Q1: 22,012 shares; 2026Q2: 21,455 shares 21,455$4.81M0.02%-557Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,377 shares; 2024Q4: 3,718 shares; 2025Q1: 3,661 shares; 2025Q2: 3,825 shares; 2025Q3: not loaded; 2025Q4: 25,797 shares; 2026Q1: 23,124 shares; 2026Q2: 48,414 shares 48,414$4.81M0.02%+25,290Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,750 shares; 2024Q4: 105,477 shares; 2025Q1: 106,291 shares; 2025Q2: 101,395 shares; 2025Q3: not loaded; 2025Q4: 104,479 shares; 2026Q1: 103,554 shares; 2026Q2: 95,508 shares 95,508$4.72M0.02%-8,046Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,057 shares; 2024Q4: 10,353 shares; 2025Q1: 11,830 shares; 2025Q2: 13,108 shares; 2025Q3: not loaded; 2025Q4: 16,739 shares; 2026Q1: 16,750 shares; 2026Q2: 34,286 shares 34,286$4.69M0.02%+17,536Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,089 shares; 2024Q4: 248,502 shares; 2025Q1: 246,459 shares; 2025Q2: 242,104 shares; 2025Q3: not loaded; 2025Q4: 243,733 shares; 2026Q1: 228,215 shares; 2026Q2: 238,572 shares 238,572$4.68M0.02%+10,357Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,653 shares; 2024Q4: 24,562 shares; 2025Q1: 24,295 shares; 2025Q2: 23,186 shares; 2025Q3: not loaded; 2025Q4: 21,107 shares; 2026Q1: 19,156 shares; 2026Q2: 20,276 shares 20,276$4.65M0.02%+1,120Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly 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 loaded; 2025Q4: 207,892 shares; 2026Q1: 169,563 shares; 2026Q2: 158,716 shares 158,716$4.6M0.02%-10,847Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,721 shares; 2024Q4: 9,459 shares; 2025Q1: 9,006 shares; 2025Q2: 12,207 shares; 2025Q3: not loaded; 2025Q4: 14,228 shares; 2026Q1: 13,185 shares; 2026Q2: 14,603 shares 14,603$4.57M0.02%+1,418Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,716 shares; 2024Q4: 4,773 shares; 2025Q1: 5,857 shares; 2025Q2: 14,436 shares; 2025Q3: not loaded; 2025Q4: 14,398 shares; 2026Q1: 14,216 shares; 2026Q2: 15,996 shares 15,996$4.57M0.02%+1,780Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,926 shares; 2024Q4: 24,152 shares; 2025Q1: 24,812 shares; 2025Q2: 26,607 shares; 2025Q3: not loaded; 2025Q4: 28,693 shares; 2026Q1: 25,882 shares; 2026Q2: 28,013 shares 28,013$4.54M0.02%+2,131Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,205 shares; 2024Q4: 4,391 shares; 2025Q1: 4,298 shares; 2025Q2: 4,125 shares; 2025Q3: not loaded; 2025Q4: 15,401 shares; 2026Q1: 225,438 shares; 2026Q2: 170,794 shares 170,794$4.53M0.02%-54,644Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,269 shares; 2024Q4: 23,643 shares; 2025Q1: 29,450 shares; 2025Q2: 33,243 shares; 2025Q3: not loaded; 2025Q4: 46,536 shares; 2026Q1: 51,408 shares; 2026Q2: 88,593 shares 88,593$4.52M0.02%+37,185Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,676 shares; 2024Q4: 45,948 shares; 2025Q1: 40,127 shares; 2025Q2: 35,936 shares; 2025Q3: not loaded; 2025Q4: 34,007 shares; 2026Q1: 32,649 shares; 2026Q2: 33,055 shares 33,055$4.52M0.02%+406Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,585 shares; 2024Q4: 35,219 shares; 2025Q1: 34,541 shares; 2025Q2: 48,270 shares; 2025Q3: not loaded; 2025Q4: 42,388 shares; 2026Q1: 36,286 shares; 2026Q2: 45,974 shares 45,974$4.51M0.02%+9,688Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,153 shares; 2024Q4: 6,438 shares; 2025Q1: 5,449 shares; 2025Q2: 10,930 shares; 2025Q3: not loaded; 2025Q4: 8,946 shares; 2026Q1: 8,637 shares; 2026Q2: 9,027 shares 9,027$4.48M0.02%+390Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,572 shares; 2024Q4: 25,915 shares; 2025Q1: 25,477 shares; 2025Q2: 25,019 shares; 2025Q3: not loaded; 2025Q4: 24,722 shares; 2026Q1: 22,062 shares; 2026Q2: 22,158 shares 22,158$4.43M0.02%+96Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,172 shares; 2025Q1: 2,824 shares; 2025Q2: 3,700 shares; 2025Q3: not loaded; 2025Q4: 3,612 shares; 2026Q1: 7,022 shares; 2026Q2: 28,844 shares 28,844$4.39M0.02%+21,822Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,288 shares; 2024Q4: 15,878 shares; 2025Q1: 15,711 shares; 2025Q2: 14,940 shares; 2025Q3: not loaded; 2025Q4: 15,105 shares; 2026Q1: 17,004 shares; 2026Q2: 18,129 shares 18,129$4.39M0.02%+1,125Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,089 shares; 2024Q4: 62,669 shares; 2025Q1: 62,166 shares; 2025Q2: 65,234 shares; 2025Q3: not loaded; 2025Q4: 62,881 shares; 2026Q1: 64,242 shares; 2026Q2: 58,161 shares 58,161$4.39M0.02%-6,081Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201,161 shares; 2025Q3: not loaded; 2025Q4: 96,594 shares; 2026Q1: 88,421 shares; 2026Q2: 79,798 shares 79,798$4.36M0.02%-8,623Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,786 shares; 2024Q4: 3,931 shares; 2025Q1: 3,797 shares; 2025Q2: 4,443 shares; 2025Q3: not loaded; 2025Q4: 4,065 shares; 2026Q1: 3,600 shares; 2026Q2: 11,383 shares 11,383$4.27M0.02%+7,783Timeline
SGOLETFS GOLD TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,678 shares 111,678$4.27M0.02%newTimeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,522 shares; 2024Q4: 18,131 shares; 2025Q1: 15,553 shares; 2025Q2: 15,066 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145,026 shares 145,026$4.25M0.02%newTimeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,119 shares; 2024Q4: 4,621 shares; 2025Q1: 4,755 shares; 2025Q2: 8,594 shares; 2025Q3: not loaded; 2025Q4: 10,701 shares; 2026Q1: 14,288 shares; 2026Q2: 17,159 shares 17,159$4.22M0.02%+2,871Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,096 shares; 2024Q4: 6,165 shares; 2025Q1: 6,311 shares; 2025Q2: 6,291 shares; 2025Q3: not loaded; 2025Q4: 6,147 shares; 2026Q1: 8,842 shares; 2026Q2: 11,339 shares 11,339$4.2M0.02%+2,497Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,860 shares; 2024Q4: 22,842 shares; 2025Q1: 22,224 shares; 2025Q2: 23,326 shares; 2025Q3: not loaded; 2025Q4: 23,911 shares; 2026Q1: 26,072 shares; 2026Q2: 26,811 shares 26,811$4.19M0.02%+739Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 364,658 shares; 2026Q2: 368,065 shares 368,065$4.19M0.02%+3,407Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,964 shares; 2024Q4: 56,525 shares; 2025Q1: 53,350 shares; 2025Q2: 54,923 shares; 2025Q3: not loaded; 2025Q4: 87,943 shares; 2026Q1: 71,971 shares; 2026Q2: 87,681 shares 87,681$4.16M0.02%+15,710Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55,874 shares; 2025Q1: 57,590 shares; 2025Q2: 57,761 shares; 2025Q3: not loaded; 2025Q4: 42,235 shares; 2026Q1: 42,868 shares; 2026Q2: 24,412 shares 24,412$4.15M0.02%-18,456Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,281 shares; 2025Q1: 5,432 shares; 2025Q2: 4,831 shares; 2025Q3: not loaded; 2025Q4: 7,835 shares; 2026Q1: 7,550 shares; 2026Q2: 81,471 shares 81,471$4.12M0.02%+73,921Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,363 shares; 2024Q4: 37,772 shares; 2025Q1: 37,410 shares; 2025Q2: 75,182 shares; 2025Q3: not loaded; 2025Q4: 39,126 shares; 2026Q1: 37,592 shares; 2026Q2: 37,153 shares 37,153$4.09M0.02%-439Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,818 shares; 2024Q4: 22,908 shares; 2025Q1: 22,863 shares; 2025Q2: 22,998 shares; 2025Q3: not loaded; 2025Q4: 22,709 shares; 2026Q1: 22,534 shares; 2026Q2: 22,414 shares 22,414$4.09M0.02%-120Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,093 shares; 2024Q4: 15,548 shares; 2025Q1: 15,645 shares; 2025Q2: 67,087 shares; 2025Q3: not loaded; 2025Q4: 19,116 shares; 2026Q1: 17,117 shares; 2026Q2: 21,686 shares 21,686$4.08M0.02%+4,569Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,445 shares; 2024Q4: 23,464 shares; 2025Q1: 23,077 shares; 2025Q2: 25,464 shares; 2025Q3: not loaded; 2025Q4: 27,245 shares; 2026Q1: 27,456 shares; 2026Q2: 34,578 shares 34,578$4.07M0.02%+7,122Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,796 shares; 2024Q4: 21,632 shares; 2025Q1: 20,671 shares; 2025Q2: 17,191 shares; 2025Q3: not loaded; 2025Q4: 17,969 shares; 2026Q1: 17,980 shares; 2026Q2: 36,349 shares 36,349$4.06M0.02%+18,369Timeline
SHLDGLOBAL X FDSQuarterly 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 loaded; 2025Q4: 6,548 shares; 2026Q1: 70,013 shares; 2026Q2: 67,972 shares 67,972$4.06M0.02%-2,041Timeline
IBHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121,129 shares; 2025Q1: 160,570 shares; 2025Q2: 148,248 shares; 2025Q3: not loaded; 2025Q4: 228,184 shares; 2026Q1: 184,658 shares; 2026Q2: 178,831 shares 178,831$4.05M0.02%-5,827Timeline
WTPIWISDOMTREE TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,881 shares 122,881$4.03M0.02%newTimeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,922 shares; 2024Q4: 6,777 shares; 2025Q1: 7,090 shares; 2025Q2: 16,225 shares; 2025Q3: not loaded; 2025Q4: 10,599 shares; 2026Q1: 36,415 shares; 2026Q2: 32,613 shares 32,613$4.01M0.02%-3,802Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,648 shares; 2024Q4: 4,473 shares; 2025Q1: 3,985 shares; 2025Q2: 2,281 shares; 2025Q3: not loaded; 2025Q4: 3,103 shares; 2026Q1: 58,967 shares; 2026Q2: 42,249 shares 42,249$4M0.02%-16,718Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,500 shares; 2024Q4: 83,670 shares; 2025Q1: 83,746 shares; 2025Q2: 83,650 shares; 2025Q3: not loaded; 2025Q4: 85,363 shares; 2026Q1: 85,640 shares; 2026Q2: 86,817 shares 86,817$3.98M0.02%+1,177Timeline
IMCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,262 shares; 2024Q4: 43,862 shares; 2025Q1: 43,166 shares; 2025Q2: 43,166 shares; 2025Q3: not loaded; 2025Q4: 43,166 shares; 2026Q1: 43,037 shares; 2026Q2: 43,487 shares 43,487$3.97M0.02%+450Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,480 shares; 2024Q4: 6,010 shares; 2025Q1: 7,024 shares; 2025Q2: 11,231 shares; 2025Q3: not loaded; 2025Q4: 7,276 shares; 2026Q1: 7,124 shares; 2026Q2: 7,553 shares 7,553$3.92M0.01%+429Timeline
EMTLSSGA ACTIVE TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 93,572 shares; 2026Q2: 91,752 shares 91,752$3.92M0.01%-1,820Timeline
NYMAB ACTIVE ETFS INCQuarterly 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 loaded; 2025Q4: 142,259 shares; 2026Q1: 133,365 shares; 2026Q2: 155,702 shares 155,702$3.91M0.01%+22,337Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,682 shares; 2025Q1: 16,463 shares; 2025Q2: 15,051 shares; 2025Q3: not loaded; 2025Q4: 37,353 shares; 2026Q1: 157,997 shares; 2026Q2: 73,436 shares 73,436$3.9M0.01%-84,561Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,148 shares; 2025Q1: 2,782 shares; 2025Q2: 2,485 shares; 2025Q3: not loaded; 2025Q4: 7,620 shares; 2026Q1: 9,475 shares; 2026Q2: 27,269 shares 27,269$3.9M0.01%+17,794Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,445 shares; 2024Q4: 9,701 shares; 2025Q1: 10,372 shares; 2025Q2: 11,721 shares; 2025Q3: not loaded; 2025Q4: 18,392 shares; 2026Q1: 17,633 shares; 2026Q2: 22,857 shares 22,857$3.86M0.01%+5,224Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,631 shares; 2024Q4: 7,381 shares; 2025Q1: 7,738 shares; 2025Q2: 8,039 shares; 2025Q3: not loaded; 2025Q4: 10,132 shares; 2026Q1: 9,686 shares; 2026Q2: 12,251 shares 12,251$3.85M0.01%+2,565Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,065 shares; 2024Q4: 27,275 shares; 2025Q1: 27,491 shares; 2025Q2: 51,973 shares; 2025Q3: not loaded; 2025Q4: 44,270 shares; 2026Q1: 39,769 shares; 2026Q2: 19,985 shares 19,985$3.81M0.01%-19,784Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,475 shares; 2025Q1: 10,492 shares; 2025Q2: 10,661 shares; 2025Q3: not loaded; 2025Q4: 11,035 shares; 2026Q1: 10,869 shares; 2026Q2: 10,567 shares 10,567$3.76M0.01%-302Timeline
IVOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,511 shares; 2024Q4: 29,600 shares; 2025Q1: 29,600 shares; 2025Q2: 29,600 shares; 2025Q3: not loaded; 2025Q4: 29,725 shares; 2026Q1: 29,635 shares; 2026Q2: 32,947 shares 32,947$3.76M0.01%+3,312Timeline
TOTLSSGA ACTIVE ETF TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 103,887 shares; 2026Q2: 94,869 shares 94,869$3.74M0.01%-9,018Timeline
ILSETF OPPORTUNITIES TRUSTQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189,712 shares 189,712$3.73M0.01%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,201 shares; 2025Q1: 2,101 shares; 2025Q2: 2,341 shares; 2025Q3: not loaded; 2025Q4: 7,855 shares; 2026Q1: 2,913 shares; 2026Q2: 14,903 shares 14,903$3.66M0.01%+11,990Timeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,234 shares; 2024Q4: 40,353 shares; 2025Q1: 40,271 shares; 2025Q2: 39,791 shares; 2025Q3: not loaded; 2025Q4: 38,637 shares; 2026Q1: 38,599 shares; 2026Q2: 38,566 shares 38,566$3.64M0.01%-33Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,152 shares; 2024Q4: 36,538 shares; 2025Q1: 36,924 shares; 2025Q2: 92,257 shares; 2025Q3: not loaded; 2025Q4: 89,597 shares; 2026Q1: 91,643 shares; 2026Q2: 98,112 shares 98,112$3.62M0.01%+6,469Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,754 shares; 2024Q4: 15,816 shares; 2025Q1: 15,174 shares; 2025Q2: 16,381 shares; 2025Q3: not loaded; 2025Q4: 18,485 shares; 2026Q1: 17,815 shares; 2026Q2: 22,838 shares 22,838$3.51M0.01%+5,023Timeline
AVSUAMERICAN CENTY ETF TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 37,617 shares; 2026Q2: 39,439 shares 39,439$3.49M0.01%+1,822Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 5,560 shares; 2025Q1: 5,289 shares; 2025Q2: 4,082 shares; 2025Q3: not loaded; 2025Q4: 30,392 shares; 2026Q1: 28,513 shares; 2026Q2: 29,377 shares 29,377$3.48M0.01%+864Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,308 shares; 2024Q4: 11,822 shares; 2025Q1: 12,164 shares; 2025Q2: 12,756 shares; 2025Q3: not loaded; 2025Q4: 13,046 shares; 2026Q1: 13,276 shares; 2026Q2: 13,084 shares 13,084$3.46M0.01%-192Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: not loaded; 2025Q4: 1,964 shares; 2026Q1: 1,869 shares; 2026Q2: 3,564 shares 3,564$3.44M0.01%+1,695Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,799 shares; 2024Q4: 110,887 shares; 2025Q1: 125,079 shares; 2025Q2: 119,014 shares; 2025Q3: not loaded; 2025Q4: 100,571 shares; 2026Q1: 103,318 shares; 2026Q2: 102,411 shares 102,411$3.43M0.01%-907Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,987 shares; 2024Q4: 8,193 shares; 2025Q1: 8,111 shares; 2025Q2: 6,872 shares; 2025Q3: not loaded; 2025Q4: 28,969 shares; 2026Q1: 35,794 shares; 2026Q2: 13,119 shares 13,119$3.42M0.01%-22,675Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,650 shares; 2024Q4: 31,998 shares; 2025Q1: 28,500 shares; 2025Q2: 28,520 shares; 2025Q3: not loaded; 2025Q4: 26,579 shares; 2026Q1: 28,360 shares; 2026Q2: 60,561 shares 60,561$3.42M0.01%+32,201Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,260 shares; 2024Q4: 30,543 shares; 2025Q1: 30,074 shares; 2025Q2: 44,076 shares; 2025Q3: not loaded; 2025Q4: 44,378 shares; 2026Q1: 39,238 shares; 2026Q2: 37,702 shares 37,702$3.41M0.01%-1,536Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,121 shares; 2024Q4: 37,078 shares; 2025Q1: 36,829 shares; 2025Q2: 23,361 shares; 2025Q3: not loaded; 2025Q4: 23,190 shares; 2026Q1: 22,266 shares; 2026Q2: 22,474 shares 22,474$3.41M0.01%+208Timeline
BJANINNOVATOR ETFS TRUSTQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,913 shares 57,913$3.41M0.01%newTimeline
XIFRXPLR INFRASTRUCTURE LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,490 shares; 2024Q4: 313,249 shares; 2025Q1: 304,671 shares; 2025Q2: 300,009 shares; 2025Q3: not loaded; 2025Q4: 301,164 shares; 2026Q1: 285,249 shares; 2026Q2: 288,317 shares 288,317$3.41M0.01%+3,068Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,010 shares; 2024Q4: 44,502 shares; 2025Q1: 49,996 shares; 2025Q2: 52,884 shares; 2025Q3: not loaded; 2025Q4: 53,087 shares; 2026Q1: 45,042 shares; 2026Q2: 112,611 shares 112,611$3.4M0.01%+67,569Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,936 shares; 2024Q4: 48,081 shares; 2025Q1: 48,028 shares; 2025Q2: 54,763 shares; 2025Q3: not loaded; 2025Q4: 51,516 shares; 2026Q1: 52,729 shares; 2026Q2: 54,604 shares 54,604$3.38M0.01%+1,875Timeline
IBDXISHARES TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132,767 shares 132,767$3.34M0.01%newTimeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,316 shares; 2024Q4: 6,493 shares; 2025Q1: 7,349 shares; 2025Q2: 6,868 shares; 2025Q3: not loaded; 2025Q4: 6,503 shares; 2026Q1: 7,213 shares; 2026Q2: 13,458 shares 13,458$3.34M0.01%+6,245Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,193 shares 85,193$3.33M0.01%newTimeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,553 shares; 2024Q4: 17,102 shares; 2025Q1: 10,874 shares; 2025Q2: 17,774 shares; 2025Q3: not loaded; 2025Q4: 35,009 shares; 2026Q1: 41,809 shares; 2026Q2: 42,785 shares 42,785$3.33M0.01%+976Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 282,081 shares; 2025Q2: 282,084 shares; 2025Q3: not loaded; 2025Q4: 280,923 shares; 2026Q1: 281,070 shares; 2026Q2: 306,066 shares 306,066$3.33M0.01%+24,996Timeline
IBDYISHARES TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128,507 shares 128,507$3.31M0.01%newTimeline
IBDZISHARES TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,985 shares 126,985$3.31M0.01%newTimeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,037 shares; 2025Q3: not loaded; 2025Q4: 19,386 shares; 2026Q1: 14,797 shares; 2026Q2: 66,559 shares 66,559$3.3M0.01%+51,762Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,977 shares; 2024Q4: 65,339 shares; 2025Q1: 58,429 shares; 2025Q2: 33,442 shares; 2025Q3: not loaded; 2025Q4: 32,096 shares; 2026Q1: 35,407 shares; 2026Q2: 39,931 shares 39,931$3.27M0.01%+4,524Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,737 shares; 2024Q4: 16,871 shares; 2025Q1: 33,715 shares; 2025Q2: 34,511 shares; 2025Q3: not loaded; 2025Q4: 25,006 shares; 2026Q1: 23,292 shares; 2026Q2: 25,158 shares 25,158$3.26M0.01%+1,866Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,986 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 8,369 shares; 2026Q1: 7,335 shares; 2026Q2: 37,835 shares 37,835$3.26M0.01%+30,500Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,293 shares; 2024Q4: 6,293 shares; 2025Q1: 6,293 shares; 2025Q2: 27,039 shares; 2025Q3: not loaded; 2025Q4: 31,726 shares; 2026Q1: 32,239 shares; 2026Q2: 33,957 shares 33,957$3.25M0.01%+1,718Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,767 shares; 2024Q4: 10,026 shares; 2025Q1: 9,724 shares; 2025Q2: 9,674 shares; 2025Q3: not loaded; 2025Q4: 11,345 shares; 2026Q1: 10,352 shares; 2026Q2: 11,765 shares 11,765$3.24M0.01%+1,413Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,022 shares; 2024Q4: 38,287 shares; 2025Q1: 38,145 shares; 2025Q2: 35,377 shares; 2025Q3: not loaded; 2025Q4: 65,774 shares; 2026Q1: 34,105 shares; 2026Q2: 56,116 shares 56,116$3.24M0.01%+22,011Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,857 shares; 2024Q4: 32,042 shares; 2025Q1: 30,507 shares; 2025Q2: 20,877 shares; 2025Q3: not loaded; 2025Q4: 22,864 shares; 2026Q1: 24,890 shares; 2026Q2: 35,020 shares 35,020$3.23M0.01%+10,130Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,417 shares; 2025Q3: not loaded; 2025Q4: 1,524 shares; 2026Q1: 16,182 shares; 2026Q2: 14,791 shares 14,791$3.2M0.01%-1,391Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,677 shares; 2024Q4: 8,981 shares; 2025Q1: 8,942 shares; 2025Q2: 6,637 shares; 2025Q3: not loaded; 2025Q4: 6,903 shares; 2026Q1: 19,363 shares; 2026Q2: 16,839 shares 16,839$3.2M0.01%-2,524Timeline
SPTSSPDR SERIES TRUSTQuarterly 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 loaded; 2025Q4: 381,567 shares; 2026Q1: 157,742 shares; 2026Q2: 109,704 shares 109,704$3.18M0.01%-48,038Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: 2,111 shares; 2025Q1: 2,911 shares; 2025Q2: 2,992 shares; 2025Q3: not loaded; 2025Q4: 3,598 shares; 2026Q1: 2,924 shares; 2026Q2: 7,122 shares 7,122$3.18M0.01%+4,198Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,738 shares; 2024Q4: 45,346 shares; 2025Q1: 48,703 shares; 2025Q2: 51,617 shares; 2025Q3: not loaded; 2025Q4: 58,414 shares; 2026Q1: 63,094 shares; 2026Q2: 15,339 shares 15,339$3.14M0.01%-47,755Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,545 shares; 2024Q4: 11,907 shares; 2025Q1: 12,194 shares; 2025Q2: 13,382 shares; 2025Q3: not loaded; 2025Q4: 13,144 shares; 2026Q1: 14,125 shares; 2026Q2: 21,478 shares 21,478$3.14M0.01%+7,353Timeline
USXFISHARES TRQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,022 shares 45,022$3.13M0.01%newTimeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,209 shares; 2025Q2: 18,362 shares; 2025Q3: not loaded; 2025Q4: 48,849 shares; 2026Q1: 46,469 shares; 2026Q2: 45,914 shares 45,914$3.12M0.01%-555Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,524 shares; 2025Q3: not loaded; 2025Q4: 38,683 shares; 2026Q1: 38,406 shares; 2026Q2: 38,135 shares 38,135$3.11M0.01%-271Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,938 shares; 2024Q4: 2,976 shares; 2025Q1: 2,976 shares; 2025Q2: 3,015 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 30,634 shares; 2026Q2: 31,800 shares 31,800$3.1M0.01%+1,166Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,942 shares; 2024Q4: 22,559 shares; 2025Q1: 20,493 shares; 2025Q2: 22,887 shares; 2025Q3: not loaded; 2025Q4: 25,151 shares; 2026Q1: 28,732 shares; 2026Q2: 36,865 shares 36,865$3.09M0.01%+8,133Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,708 shares; 2024Q4: 17,221 shares; 2025Q1: 17,803 shares; 2025Q2: 42,318 shares; 2025Q3: not loaded; 2025Q4: 37,515 shares; 2026Q1: 36,947 shares; 2026Q2: 41,993 shares 41,993$3.08M0.01%+5,046Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,187 shares; 2024Q4: 29,163 shares; 2025Q1: 25,838 shares; 2025Q2: 26,799 shares; 2025Q3: not loaded; 2025Q4: 24,926 shares; 2026Q1: 28,198 shares; 2026Q2: 31,771 shares 31,771$3.06M0.01%+3,573Timeline
AZNASTRAZENECA PLCQuarterly 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 loaded; 2025Q4: not reported; 2026Q1: 14,560 shares; 2026Q2: 16,055 shares 16,055$3.04M0.01%+1,495Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,608 shares; 2024Q4: 25,608 shares; 2025Q1: 25,608 shares; 2025Q2: 25,608 shares; 2025Q3: not loaded; 2025Q4: 25,311 shares; 2026Q1: 25,085 shares; 2026Q2: 25,563 shares 25,563$3M0.01%+478Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,958 shares; 2024Q4: 52,308 shares; 2025Q1: 52,332 shares; 2025Q2: 51,872 shares; 2025Q3: not loaded; 2025Q4: 50,225 shares; 2026Q1: 50,231 shares; 2026Q2: 50,171 shares 50,171$2.94M0.01%-60Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,096 shares; 2024Q4: 9,524 shares; 2025Q1: 5,422 shares; 2025Q2: 5,215 shares; 2025Q3: not loaded; 2025Q4: 24,739 shares; 2026Q1: 22,188 shares; 2026Q2: 22,190 shares 22,190$2.93M0.01%+2Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly 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 loaded; 2025Q4: 56,038 shares; 2026Q1: 54,540 shares; 2026Q2: 54,658 shares 54,658$2.91M0.01%+118Timeline
XJHISHARES TRQuarterly 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 loaded; 2025Q4: 26,808 shares; 2026Q1: 20,068 shares; 2026Q2: 55,574 shares 55,574$2.9M0.01%+35,506Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,832 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 62,216 shares; 2026Q2: 43,444 shares 43,444$2.89M0.01%-18,772Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,114 shares; 2024Q4: 12,598 shares; 2025Q1: 15,039 shares; 2025Q2: 17,185 shares; 2025Q3: not loaded; 2025Q4: 17,031 shares; 2026Q1: 16,514 shares; 2026Q2: 18,398 shares 18,398$2.85M0.01%+1,884Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,670 shares; 2024Q4: 35,739 shares; 2025Q1: 37,527 shares; 2025Q2: 38,676 shares; 2025Q3: not loaded; 2025Q4: 41,886 shares; 2026Q1: 36,260 shares; 2026Q2: 62,597 shares 62,597$2.82M0.01%+26,337Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,603 shares; 2024Q4: 33,597 shares; 2025Q1: 33,326 shares; 2025Q2: 32,802 shares; 2025Q3: not loaded; 2025Q4: 27,550 shares; 2026Q1: 26,823 shares; 2026Q2: 36,536 shares 36,536$2.8M0.01%+9,713Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,210 shares; 2024Q4: 11,065 shares; 2025Q1: 9,961 shares; 2025Q2: 7,756 shares; 2025Q3: not loaded; 2025Q4: 33,120 shares; 2026Q1: 33,929 shares; 2026Q2: 36,772 shares 36,772$2.79M0.01%+2,843Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 196. All 196

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP976,115$166Mshares
HONHONEYWELL INTL INC323,794$73.2Mshares
SKYWSKYWEST INC137,530$12.6Mshares
ICUIICU MED INC32,524$4.2Mshares
LDOSLEIDOS HOLDINGS INC16,830$2.62Mshares
IDAIDACORP INC17,550$2.51Mshares
SSDSIMPSON MFG INC11,865$2.04Mshares
FICOFAIR ISAAC CORP1,749$1.87Mshares
PCARPACCAR INC15,718$1.82Mshares
AKAMAKAMAI TECHNOLOGIES INC15,473$1.78Mshares
FNFFIDELITY NATL FINL INC35,539$1.65Mshares
KMBKIMBERLY-CLARK CORP16,541$1.6Mshares
COHRCOHERENT CORP6,680$1.59Mshares
MCOMOODYS CORP3,588$1.57Mshares
HOLXHOLOGIC INC16,768$1.27Mshares
FOXAFOX CORP21,545$1.26Mshares
DDDUPONT DE NEMOURS INC26,006$1.19Mshares
ACGLARCH CAP GROUP LTD12,346$1.19Mshares
VRSKVERISK ANALYTICS INC6,193$1.18Mshares
EWBCEAST WEST BANCORP INC10,452$1.12Mshares
CTRACOTERRA ENERGY INC30,927$1.09Mshares
TDGTRANSDIGM GROUP INC911$1.06Mshares
CORCENCORA INC3,185$1Mshares
AZOAUTOZONE INC261$881Kshares
VEEVVEEVA SYS INC4,936$867Kshares
BWABORGWARNER INC14,308$776Kshares
VTRVENTAS INC9,256$757Kshares
TENBTENABLE HLDGS INC44,431$752Kshares
KDPKEURIG DR PEPPER INC27,558$726Kshares
CHDCHURCH & DWIGHT CO INC7,657$715Kshares
ITTITT INC3,734$711Kshares
WSRWHITESTONE REIT43,897$709Kshares
MLMMARTIN MARIETTA MATLS INC1,093$644Kshares
PORPORTLAND GEN ELEC CO11,971$632Kshares
MTZMASTEC INC1,943$625Kshares
CRDOCREDO TECHNOLOGY GROUP HOLDI6,495$610Kshares
PNFPPINNACLE FINL PARTNERS INC6,993$602Kshares
SRSPIRE INC6,575$595Kshares
BKHBLACK HILLS CORP8,491$589Kshares
AJGGALLAGHER ARTHUR J & CO2,652$574Kshares
TDYTELEDYNE TECHNOLOGIES INC920$557Kshares
ZBRAZEBRA TECHNOLOGIES CORPORATI2,538$531Kshares
NMIHNMI HLDGS INC13,902$521Kshares
CCLCARNIVAL CORP19,992$517Kshares
ECVTECOVYST INC39,670$510Kshares
EXREXTRA SPACE STORAGE INC3,882$509Kshares
SMTCSEMTECH CORP6,599$507Kshares
REZIRESIDEO TECHNOLOGIES INC14,985$505Kshares
BGCBGC GROUP INC51,549$504Kshares
PIIMPINJ INC4,795$492Kshares
CRBGCOREBRIDGE FINL INC20,225$483Kshares
TOLTOLL BROTHERS INC3,525$481Kshares
LULULULULEMON ATHLETICA INC3,130$479Kshares
SANMSANMINA CORP3,681$477Kshares
DBDDIEBOLD NIXDORF INC6,182$466Kshares
DOWDOW HLDGS INC11,195$466Kshares
BROBROWN & BROWN INC7,145$466Kshares
RPRXROYALTY PHARMA PLC9,665$464Kshares
BBSIBARRETT BUSINESS SVCS INC15,817$462Kshares
MDPEDIATRIX MEDICAL GROUP INC21,409$458Kshares
FNBF N B CORP27,367$458Kshares
SHOOMADDEN STEVEN LTD13,192$447Kshares
PEGAPEGASYSTEMS INC10,417$443Kshares
FISFIDELITY NATL INFORMATION SV9,134$428Kshares
THFFFIRST FINANCIAL CORPORATION6,715$424Kshares
PLOWDOUGLAS DYNAMICS INC10,042$423Kshares
CSLCARLISLE COS INC1,265$422Kshares
RAMPLIVERAMP HLDGS INC15,896$422Kshares
MYRGMYR GROUP INC1,464$413Kshares
ELSEQUITY LIFESTYLE PROPERTIES6,330$395Kshares
RRXREGAL REXNORD CORPORATION2,089$391Kshares
EMNEASTMAN CHEM CO5,021$383Kshares
NWNNORTHWEST NAT HLDG CO7,139$380Kshares
NXSTNEXSTAR MEDIA GROUP INC2,098$379Kshares
USHYISHARES TR10,209$376Kshares
LYFTLYFT INC27,879$371Kshares
INDVINDIVIOR PHARMACEUTICALS INC11,633$355Kshares
NHINATIONAL HEALTH INVS INC4,369$353Kshares
THRTHERMON GROUP HLDGS INC6,848$345Kshares
ADCAGREE RLTY CORP4,510$340Kshares
OISOIL STS INTL INC28,225$329Kshares
KBHKB HOME6,262$324Kshares
AUGOAURA MINERALS INC3,970$324Kshares
INGRINGREDION INC2,872$324Kshares
CSGSCSG SYS INTL INC4,034$322Kshares
NYTNEW YORK TIMES CO MTN BE3,837$321Kshares
SGHCSUPER GROUP SGHC LIMITED29,667$320Kshares
TWTRADEWEB MKTS INC2,707$319Kshares
ASHASHLAND INC5,669$315Kshares
FIZZNATIONAL BEVERAGE CORP9,363$315Kshares
APTVAPTIV PLC4,531$315Kshares
CUBICUSTOMERS BANCORP INC4,429$307Kshares
ROPROPER TECHNOLOGIES INC868$307Kshares
BUSEFIRST BUSEY CORP12,127$306Kshares
KNGFIRST TR EXCHANGE-TRADED FD6,282$306Kshares
EFSCENTERPRISE FINL SVCS CORP5,614$304Kshares
NUNU HLDGS LTD21,135$304Kshares
MBWMMERCANTILE BK CORP5,996$303Kshares
IRINGERSOLL RAND INC3,748$300Kshares
APPNAPPIAN CORP12,441$300Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-014114 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001398344-26-014114 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0001398344-26-009125 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001398344-26-003327 Quarter ended 2025-12-312026-02-18acceptance time not in the bulk data set
13F-HR 0001398344-25-015642 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001398344-25-009656 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001398344-25-002748 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001398344-24-020942 Quarter ended 2024-09-302024-11-15acceptance time not in the bulk data set
13F-HR 0001398344-24-014915 Quarter ended 2024-06-302024-08-19acceptance time not in the bulk data set
13F-HR 0001398344-24-009596 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001398344-24-004748 Quarter ended 2023-12-312024-02-28acceptance time not in the bulk data set
13F-HR 0001398344-23-021089 Quarter ended 2023-09-302023-11-24acceptance time not in the bulk data set
13F-HR 0001398344-23-014787 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001398344-23-011940 Quarter ended 2022-12-312023-06-12acceptance time not in the bulk data set
13F-HR 0001398344-23-011544 Quarter ended 2023-03-312023-06-05acceptance time not in the bulk data set
13F-HR 0001398344-22-023959 Quarter ended 2022-09-302022-12-02acceptance time not in the bulk data set
13F-HR 0001398344-22-015324 Quarter ended 2022-06-302022-08-11acceptance time not in the bulk data set
13F-HR 0001398344-22-010157 Quarter ended 2022-03-312022-05-20acceptance time not in the bulk data set
13F-HR 0001398344-22-003584 Quarter ended 2021-12-312022-02-17acceptance time not in the bulk data set
13F-HR/A 0001398344-21-021955 Quarter ended 2021-09-302021-11-23acceptance time not in the bulk data set
13F-HR 0001398344-21-021661 Quarter ended 2021-09-302021-11-16acceptance time not in the bulk data set
13F-HR 0001398344-21-016733 Quarter ended 2021-06-302021-08-24acceptance time not in the bulk data set
13F-HR 0001398344-21-010979 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001398344-21-003702 Quarter ended 2020-12-312021-02-18acceptance time not in the bulk data set
13F-HR 0001398344-20-022790 Quarter ended 2020-09-302020-11-17acceptance time not in the bulk data set
13F-HR 0001398344-20-015910 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001398344-20-010859 Quarter ended 2020-03-312020-05-18acceptance time not in the bulk data set
13F-HR 0001398344-20-003530 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001398344-19-020518 Quarter ended 2019-09-302019-11-18acceptance time not in the bulk data set
13F-HR 0001398344-19-015296 Quarter ended 2019-06-302019-08-27acceptance time not in the bulk data set
13F-HR 0001398344-19-009127 Quarter ended 2019-03-312019-05-20acceptance time not in the bulk data set
13F-HR 0001398344-19-003054 Quarter ended 2018-12-312019-02-19acceptance time not in the bulk data set
13F-HR 0001398344-18-016646 Quarter ended 2018-09-302018-11-15acceptance time not in the bulk data set
13F-HR 0001398344-18-011900 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001398344-18-007630 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001398344-18-002447 Quarter ended 2017-12-312018-02-15acceptance time not in the bulk data set
13F-HR 0001398344-17-014723 Quarter ended 2017-09-302017-11-15acceptance time not in the bulk data set
13F-HR 0001398344-17-010510 Quarter ended 2017-06-302017-08-17acceptance time not in the bulk data set
13F-HR 0001398344-17-006421 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001398344-17-002115 Quarter ended 2016-12-312017-02-15acceptance time not in the bulk data set
13F-HR 0001398344-16-020774 Quarter ended 2016-09-302016-11-15acceptance time not in the bulk data set
13F-HR 0001398344-16-016738 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0001398344-16-013425 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001398344-16-009911 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0001398344-15-007712 Quarter ended 2015-09-302015-11-17acceptance time not in the bulk data set
13F-HR 0001398344-15-005374 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0001398344-15-003288 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001398344-15-001064 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0001398344-14-005830 Quarter ended 2014-09-302014-11-12acceptance time not in the bulk data set
13F-HR 0001398344-14-003709 Quarter ended 2014-06-302014-07-25acceptance time not in the bulk data set
13F-HR 0001398344-14-002802 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0001398344-14-001041 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0001398344-13-005415 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0001398344-13-003837 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set