SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,552,440 shares; 2024Q4: 5,552,330 shares; 2025Q1: 5,920,770 shares; 2025Q2: 5,352,760 shares; 2025Q3: 5,242,970 shares; 2025Q4: 4,910,340 shares; 2026Q1: 4,667,597 shares; 2026Q2: 4,531,390 shares 4,531,390 $536M 3.2% -136,207 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542,981 shares; 2024Q4: 516,586 shares; 2025Q1: 512,949 shares; 2025Q2: 555,843 shares; 2025Q3: 586,946 shares; 2025Q4: 629,974 shares; 2026Q1: 676,464 shares; 2026Q2: 676,059 shares 676,059 $498M 2.97% -405 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579,790 shares; 2024Q4: 586,668 shares; 2025Q1: 624,144 shares; 2025Q2: 624,312 shares; 2025Q3: 645,448 shares; 2025Q4: 644,891 shares; 2026Q1: 649,001 shares; 2026Q2: 517,971 shares 517,971 $388M 2.32% -131,030 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,822,230 shares; 2024Q4: 3,934,360 shares; 2025Q1: 4,436,910 shares; 2025Q2: 4,879,270 shares; 2025Q3: 4,871,550 shares; 2025Q4: 5,165,300 shares; 2026Q1: 4,898,740 shares; 2026Q2: 5,262,630 shares 5,262,630 $320M 1.91% +363,890 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 609,849 shares; 2024Q4: 590,409 shares; 2025Q1: 627,852 shares; 2025Q2: 728,969 shares; 2025Q3: 755,750 shares; 2025Q4: 811,521 shares; 2026Q1: 1,105,458 shares; 2026Q2: 1,047,420 shares 1,047,420 $303M 1.81% -58,038 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925,748 shares; 2024Q4: 865,664 shares; 2025Q1: 873,199 shares; 2025Q2: 1,002,120 shares; 2025Q3: 1,027,730 shares; 2025Q4: 1,106,230 shares; 2026Q1: 1,416,706 shares; 2026Q2: 1,332,152 shares 1,332,152 $267M 1.59% -84,554 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002,250 shares; 2024Q4: 988,898 shares; 2025Q1: 941,833 shares; 2025Q2: 943,197 shares; 2025Q3: 926,383 shares; 2025Q4: 1,797,171 shares; 2026Q1: 1,353,729 shares; 2026Q2: 1,340,320 shares 1,340,320 $247M 1.47% -13,409 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,488 shares; 2024Q4: 230,548 shares; 2025Q1: 247,299 shares; 2025Q2: 267,288 shares; 2025Q3: 276,747 shares; 2025Q4: 289,891 shares; 2026Q1: 299,466 shares; 2026Q2: 322,426 shares 322,426 $241M 1.44% +22,960 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795,706 shares; 2024Q4: 808,829 shares; 2025Q1: 839,521 shares; 2025Q2: 849,857 shares; 2025Q3: 865,136 shares; 2025Q4: 792,014 shares; 2026Q1: 652,398 shares; 2026Q2: 2,542,101 shares 2,542,101 $219M 1.31% +1,889,703 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,714 shares; 2024Q4: 233,305 shares; 2025Q1: 248,634 shares; 2025Q2: 265,574 shares; 2025Q3: 283,600 shares; 2025Q4: 302,489 shares; 2026Q1: 367,224 shares; 2026Q2: 312,492 shares 312,492 $215M 1.28% -54,732 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300,785 shares; 2024Q4: 3,285,277 shares; 2025Q1: 3,060,834 shares; 2025Q2: 2,997,605 shares; 2025Q3: 2,919,522 shares; 2025Q4: 2,781,940 shares; 2026Q1: 1,556,697 shares; 2026Q2: 1,575,282 shares 1,575,282 $194M 1.16% +18,585 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,233 shares; 2024Q4: 324,519 shares; 2025Q1: 321,153 shares; 2025Q2: 317,532 shares; 2025Q3: 305,694 shares; 2025Q4: 302,908 shares; 2026Q1: 212,727 shares; 2026Q2: 1,646,288 shares 1,646,288 $189M 1.13% +1,433,561 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111,115 shares; 2024Q4: 1,013,656 shares; 2025Q1: 1,235,158 shares; 2025Q2: 1,125,824 shares; 2025Q3: 1,230,206 shares; 2025Q4: 1,302,280 shares; 2026Q1: 1,146,092 shares; 2026Q2: 845,551 shares 845,551 $184M 1.1% -300,541 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,130 shares; 2024Q4: 436,800 shares; 2025Q1: 471,699 shares; 2025Q2: 540,314 shares; 2025Q3: 591,181 shares; 2025Q4: 641,585 shares; 2026Q1: 799,797 shares; 2026Q2: 758,685 shares 758,685 $181M 1.08% -41,112 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,393 shares; 2024Q4: 362,609 shares; 2025Q1: 1,241,130 shares; 2025Q2: 1,427,240 shares; 2025Q3: 1,604,410 shares; 2025Q4: 1,976,400 shares; 2026Q1: 2,189,312 shares; 2026Q2: 2,561,010 shares 2,561,010 $174M 1.04% +371,698 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581,784 shares; 2024Q4: 1,135,410 shares; 2025Q1: 241,297 shares; 2025Q2: 357,679 shares; 2025Q3: 389,573 shares; 2025Q4: 359,743 shares; 2026Q1: 1,449,055 shares; 2026Q2: 1,668,884 shares 1,668,884 $153M 0.91% +219,829 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347,184 shares; 2024Q4: 1,438,046 shares; 2025Q1: 1,337,771 shares; 2025Q2: 1,336,548 shares; 2025Q3: 1,402,394 shares; 2025Q4: 1,448,044 shares; 2026Q1: 1,513,975 shares; 2026Q2: 1,551,330 shares 1,551,330 $149M 0.89% +37,355 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,694 shares; 2024Q4: 302,850 shares; 2025Q1: 337,573 shares; 2025Q2: 360,398 shares; 2025Q3: 380,876 shares; 2025Q4: 393,707 shares; 2026Q1: 393,420 shares; 2026Q2: 396,816 shares 396,816 $147M 0.88% +3,396 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,294 shares; 2024Q4: 195,491 shares; 2025Q1: 214,791 shares; 2025Q2: 236,879 shares; 2025Q3: 250,603 shares; 2025Q4: 275,394 shares; 2026Q1: 444,667 shares; 2026Q2: 392,554 shares 392,554 $146M 0.87% -52,113 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,836 shares; 2024Q4: 46,263 shares; 2025Q1: 51,825 shares; 2025Q2: 45,678 shares; 2025Q3: 51,816 shares; 2025Q4: 1,853,767 shares; 2026Q1: 2,144,440 shares; 2026Q2: 2,533,724 shares 2,533,724 $142M 0.85% +389,284 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,894,028 shares; 2024Q4: 2,730,272 shares; 2025Q1: 2,329,262 shares; 2025Q2: 2,292,932 shares; 2025Q3: 2,364,463 shares; 2025Q4: 2,585,420 shares; 2026Q1: 2,716,598 shares; 2026Q2: 2,757,945 shares 2,757,945 $139M 0.83% +41,347 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908,454 shares; 2024Q4: 969,230 shares; 2025Q1: 966,624 shares; 2025Q2: 1,024,838 shares; 2025Q3: 1,186,510 shares; 2025Q4: 1,455,853 shares; 2026Q1: 1,579,346 shares; 2026Q2: 1,675,481 shares 1,675,481 $139M 0.83% +96,135 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,959 shares; 2024Q4: 204,593 shares; 2025Q1: 242,399 shares; 2025Q2: 268,380 shares; 2025Q3: 277,194 shares; 2025Q4: 301,831 shares; 2026Q1: 387,252 shares; 2026Q2: 369,888 shares 369,888 $131M 0.78% -17,364 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464,595 shares; 2024Q4: 479,799 shares; 2025Q1: 569,139 shares; 2025Q2: 633,262 shares; 2025Q3: 690,747 shares; 2025Q4: 1,922,556 shares; 2026Q1: 2,154,947 shares; 2026Q2: 2,152,109 shares 2,152,109 $130M 0.77% -2,838 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043,120 shares; 2024Q4: 1,087,680 shares; 2025Q1: 1,241,670 shares; 2025Q2: 1,320,290 shares; 2025Q3: 1,315,640 shares; 2025Q4: 1,309,600 shares; 2026Q1: 1,431,340 shares; 2026Q2: 1,436,900 shares 1,436,900 $129M 0.77% +5,560 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,899 shares; 2024Q4: 323,299 shares; 2025Q1: 316,949 shares; 2025Q2: 353,069 shares; 2025Q3: 371,216 shares; 2025Q4: 387,308 shares; 2026Q1: 423,322 shares; 2026Q2: 419,138 shares 419,138 $127M 0.76% -4,184 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808,846 shares; 2024Q4: 900,983 shares; 2025Q1: 841,088 shares; 2025Q2: 922,833 shares; 2025Q3: 996,581 shares; 2025Q4: 1,109,250 shares; 2026Q1: 1,261,920 shares; 2026Q2: 1,421,610 shares 1,421,610 $121M 0.73% +159,690 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,116 shares; 2024Q4: 281,926 shares; 2025Q1: 306,408 shares; 2025Q2: 321,485 shares; 2025Q3: 337,172 shares; 2025Q4: 338,421 shares; 2026Q1: 375,949 shares; 2026Q2: 1,492,990 shares 1,492,990 $120M 0.72% +1,117,041 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,214 shares; 2024Q4: 82,544 shares; 2025Q1: 308,960 shares; 2025Q2: 339,658 shares; 2025Q3: 436,917 shares; 2025Q4: 580,152 shares; 2026Q1: 711,104 shares; 2026Q2: 711,587 shares 711,587 $115M 0.69% +483 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,391 shares; 2024Q4: 309,489 shares; 2025Q1: 311,116 shares; 2025Q2: 307,950 shares; 2025Q3: 329,913 shares; 2025Q4: 350,466 shares; 2026Q1: 538,722 shares; 2026Q2: 534,298 shares 534,298 $114M 0.68% -4,424 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,356 shares; 2024Q4: 214,290 shares; 2025Q1: 230,235 shares; 2025Q2: 260,444 shares; 2025Q3: 273,867 shares; 2025Q4: 288,195 shares; 2026Q1: 324,406 shares; 2026Q2: 316,791 shares 316,791 $113M 0.68% -7,615 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,782 shares; 2024Q4: 457,908 shares; 2025Q1: 444,989 shares; 2025Q2: 476,950 shares; 2025Q3: 470,753 shares; 2025Q4: 458,517 shares; 2026Q1: 517,330 shares; 2026Q2: 510,432 shares 510,432 $112M 0.67% -6,898 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483,822 shares; 2024Q4: 506,491 shares; 2025Q1: 532,212 shares; 2025Q2: 590,407 shares; 2025Q3: 620,954 shares; 2025Q4: 653,253 shares; 2026Q1: 692,223 shares; 2026Q2: 686,126 shares 686,126 $108M 0.65% -6,097 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,266 shares; 2024Q4: 66,496 shares; 2025Q1: 78,742 shares; 2025Q2: 98,622 shares; 2025Q3: 103,481 shares; 2025Q4: 121,594 shares; 2026Q1: 263,474 shares; 2026Q2: 271,968 shares 271,968 $103M 0.61% +8,494 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938,566 shares; 2024Q4: 926,838 shares; 2025Q1: 964,704 shares; 2025Q2: 1,018,270 shares; 2025Q3: 1,260,330 shares; 2025Q4: 1,358,890 shares; 2026Q1: 1,249,378 shares; 2026Q2: 1,259,445 shares 1,259,445 $102M 0.61% +10,067 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768,601 shares; 2024Q4: 768,375 shares; 2025Q1: 820,802 shares; 2025Q2: 841,133 shares; 2025Q3: 862,843 shares; 2025Q4: 869,949 shares; 2026Q1: 937,175 shares; 2026Q2: 946,765 shares 946,765 $101M 0.6% +9,590 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,371 shares; 2024Q4: 199,038 shares; 2025Q1: 284,195 shares; 2025Q2: 545,634 shares; 2025Q3: 816,767 shares; 2025Q4: 1,426,110 shares; 2026Q1: 1,910,057 shares; 2026Q2: 1,895,821 shares 1,895,821 $93.4M 0.56% -14,236 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129,077 shares; 2024Q4: 1,186,315 shares; 2025Q1: 1,163,540 shares; 2025Q2: 1,244,055 shares; 2025Q3: 1,253,915 shares; 2025Q4: 1,344,695 shares; 2026Q1: 1,385,190 shares; 2026Q2: 1,211,123 shares 1,211,123 $93.4M 0.56% -174,067 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,914 shares; 2024Q4: 153,974 shares; 2025Q1: 164,094 shares; 2025Q2: 181,078 shares; 2025Q3: 191,370 shares; 2025Q4: 200,252 shares; 2026Q1: 211,993 shares; 2026Q2: 183,949 shares 183,949 $92M 0.55% -28,044 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576,762 shares; 2024Q4: 542,520 shares; 2025Q1: 488,333 shares; 2025Q2: 503,509 shares; 2025Q3: 528,460 shares; 2025Q4: 564,366 shares; 2026Q1: 628,458 shares; 2026Q2: 592,268 shares 592,268 $87.8M 0.52% -36,190 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,188 shares; 2024Q4: 213,069 shares; 2025Q1: 245,549 shares; 2025Q2: 272,197 shares; 2025Q3: 291,295 shares; 2025Q4: 302,405 shares; 2026Q1: 286,321 shares; 2026Q2: 289,917 shares 289,917 $87.8M 0.52% +3,596 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,142 shares; 2024Q4: 77,127 shares; 2025Q1: 80,981 shares; 2025Q2: 92,865 shares; 2025Q3: 98,406 shares; 2025Q4: 114,274 shares; 2026Q1: 148,155 shares; 2026Q2: 154,533 shares 154,533 $87M 0.52% +6,378 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,867 shares; 2024Q4: 177,118 shares; 2025Q1: 189,140 shares; 2025Q2: 202,586 shares; 2025Q3: 205,734 shares; 2025Q4: 209,630 shares; 2026Q1: 289,120 shares; 2026Q2: 263,530 shares 263,530 $86.3M 0.52% -25,590 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,600 shares; 2024Q4: 250,596 shares; 2025Q1: 275,761 shares; 2025Q2: 304,221 shares; 2025Q3: 312,111 shares; 2025Q4: 352,645 shares; 2026Q1: 532,466 shares; 2026Q2: 644,734 shares 644,734 $82.4M 0.49% +112,268 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,994 shares; 2024Q4: 349,809 shares; 2025Q1: 455,954 shares; 2025Q2: 474,264 shares; 2025Q3: 535,348 shares; 2025Q4: 583,941 shares; 2026Q1: 648,382 shares; 2026Q2: 905,742 shares 905,742 $79.6M 0.48% +257,360 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,522 shares; 2024Q4: 559,372 shares; 2025Q1: 667,368 shares; 2025Q2: 643,513 shares; 2025Q3: 735,355 shares; 2025Q4: 815,693 shares; 2026Q1: 865,251 shares; 2026Q2: 957,120 shares 957,120 $76M 0.45% +91,869 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,468 shares; 2024Q4: 79,562 shares; 2025Q1: 85,407 shares; 2025Q2: 92,247 shares; 2025Q3: 104,194 shares; 2025Q4: 108,934 shares; 2026Q1: 117,602 shares; 2026Q2: 876,607 shares 876,607 $72.4M 0.43% +759,005 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,463 shares; 2024Q4: 118,186 shares; 2025Q1: 129,949 shares; 2025Q2: 131,461 shares; 2025Q3: 134,528 shares; 2025Q4: 137,911 shares; 2026Q1: 174,116 shares; 2026Q2: 170,697 shares 170,697 $71.8M 0.43% -3,419 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,574 shares; 2024Q4: 229,878 shares; 2025Q1: 244,533 shares; 2025Q2: 265,569 shares; 2025Q3: 288,689 shares; 2025Q4: 274,489 shares; 2026Q1: 313,122 shares; 2026Q2: 301,234 shares 301,234 $71.3M 0.43% -11,888 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,257 shares; 2024Q4: 152,051 shares; 2025Q1: 156,143 shares; 2025Q2: 155,069 shares; 2025Q3: 171,243 shares; 2025Q4: 180,522 shares; 2026Q1: 191,716 shares; 2026Q2: 192,698 shares 192,698 $71M 0.42% +982 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610,032 shares; 2024Q4: 553,318 shares; 2025Q1: 507,835 shares; 2025Q2: 509,448 shares; 2025Q3: 515,677 shares; 2025Q4: 540,043 shares; 2026Q1: 555,162 shares; 2026Q2: 461,131 shares 461,131 $67.5M 0.4% -94,031 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884,984 shares; 2024Q4: 913,714 shares; 2025Q1: 854,140 shares; 2025Q2: 985,350 shares; 2025Q3: 1,080,240 shares; 2025Q4: 1,212,590 shares; 2026Q1: 1,309,760 shares; 2026Q2: 1,302,040 shares 1,302,040 $67.4M 0.4% -7,720 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,618 shares; 2024Q4: 502,678 shares; 2025Q1: 574,899 shares; 2025Q2: 642,031 shares; 2025Q3: 686,324 shares; 2025Q4: 724,252 shares; 2026Q1: 738,442 shares; 2026Q2: 788,540 shares 788,540 $67.4M 0.4% +50,098 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,384 shares; 2024Q4: 220,225 shares; 2025Q1: 193,693 shares; 2025Q2: 163,607 shares; 2025Q3: 114,518 shares; 2025Q4: 117,015 shares; 2026Q1: 125,462 shares; 2026Q2: 505,216 shares 505,216 $62.7M 0.37% +379,754 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,109 shares; 2024Q4: 506,424 shares; 2025Q1: 448,019 shares; 2025Q2: 478,945 shares; 2025Q3: 492,196 shares; 2025Q4: 506,609 shares; 2026Q1: 600,454 shares; 2026Q2: 622,475 shares 622,475 $61.1M 0.36% +22,021 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485,097 shares; 2024Q4: 566,159 shares; 2025Q1: 588,640 shares; 2025Q2: 679,727 shares; 2025Q3: 665,745 shares; 2025Q4: 678,524 shares; 2026Q1: 836,357 shares; 2026Q2: 828,442 shares 828,442 $60.8M 0.36% -7,915 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,775 shares; 2024Q4: 205,964 shares; 2025Q1: 238,394 shares; 2025Q2: 254,330 shares; 2025Q3: 253,692 shares; 2025Q4: 295,029 shares; 2026Q1: 288,317 shares; 2026Q2: 261,071 shares 261,071 $59.3M 0.35% -27,246 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,140 shares; 2024Q4: 96,687 shares; 2025Q1: 97,635 shares; 2025Q2: 97,009 shares; 2025Q3: 102,662 shares; 2025Q4: 107,799 shares; 2026Q1: 116,511 shares; 2026Q2: 99,363 shares 99,363 $57.7M 0.34% -17,148 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747,161 shares; 2024Q4: 785,272 shares; 2025Q1: 963,177 shares; 2025Q2: 1,013,750 shares; 2025Q3: 1,102,660 shares; 2025Q4: 1,135,280 shares; 2026Q1: 1,180,280 shares; 2026Q2: 1,155,220 shares 1,155,220 $57.2M 0.34% -25,060 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,885 shares; 2024Q4: 342,720 shares; 2025Q1: 380,396 shares; 2025Q2: 468,327 shares; 2025Q3: 529,908 shares; 2025Q4: 572,352 shares; 2026Q1: 607,461 shares; 2026Q2: 681,163 shares 681,163 $56.4M 0.34% +73,702 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365,046 shares; 2025Q2: 476,065 shares; 2025Q3: 562,832 shares; 2025Q4: 647,478 shares; 2026Q1: 725,092 shares; 2026Q2: 925,783 shares 925,783 $55.8M 0.33% +200,691 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,897 shares; 2024Q4: 159,979 shares; 2025Q1: 186,963 shares; 2025Q2: 180,588 shares; 2025Q3: 182,162 shares; 2025Q4: 186,801 shares; 2026Q1: 197,788 shares; 2026Q2: 182,169 shares 182,169 $55.8M 0.33% -15,619 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,591 shares; 2024Q4: 26,226 shares; 2025Q1: 26,963 shares; 2025Q2: 30,056 shares; 2025Q3: 30,001 shares; 2025Q4: 35,192 shares; 2026Q1: 46,965 shares; 2026Q2: 45,753 shares 45,753 $54.9M 0.33% -1,212 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737,593 shares; 2024Q4: 765,332 shares; 2025Q1: 763,521 shares; 2025Q2: 908,275 shares; 2025Q3: 934,652 shares; 2025Q4: 989,650 shares; 2026Q1: 1,271,653 shares; 2026Q2: 909,418 shares 909,418 $54.3M 0.32% -362,235 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,169 shares; 2024Q4: 430,054 shares; 2025Q1: 396,742 shares; 2025Q2: 403,906 shares; 2025Q3: 411,311 shares; 2025Q4: 498,197 shares; 2026Q1: 532,974 shares; 2026Q2: 545,101 shares 545,101 $54M 0.32% +12,127 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,231 shares; 2024Q4: 27,205 shares; 2025Q1: 248,055 shares; 2025Q2: 241,020 shares; 2025Q3: 249,503 shares; 2025Q4: 290,897 shares; 2026Q1: 550,965 shares; 2026Q2: 592,748 shares 592,748 $53.7M 0.32% +41,783 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,945,120 shares; 2024Q4: 2,808,080 shares; 2025Q1: 2,449,210 shares; 2025Q2: 2,307,310 shares; 2025Q3: 2,263,760 shares; 2025Q4: 2,205,330 shares; 2026Q1: 1,722,770 shares; 2026Q2: 2,060,940 shares 2,060,940 $52.6M 0.31% +338,170 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,176 shares; 2024Q4: 34,852 shares; 2025Q1: 38,065 shares; 2025Q2: 35,836 shares; 2025Q3: 31,107 shares; 2025Q4: 45,037 shares; 2026Q1: 47,836 shares; 2026Q2: 45,550 shares 45,550 $52.6M 0.31% -2,286 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,331 shares; 2024Q4: 520,654 shares; 2025Q1: 526,539 shares; 2025Q2: 547,471 shares; 2025Q3: 573,382 shares; 2025Q4: 586,244 shares; 2026Q1: 614,973 shares; 2026Q2: 632,306 shares 632,306 $51.8M 0.31% +17,333 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,975 shares; 2024Q4: 318,211 shares; 2025Q1: 320,505 shares; 2025Q2: 328,031 shares; 2025Q3: 335,674 shares; 2025Q4: 319,892 shares; 2026Q1: 323,899 shares; 2026Q2: 149,692 shares 149,692 $51.5M 0.31% -174,207 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605,942 shares; 2024Q4: 751,711 shares; 2025Q1: 767,535 shares; 2025Q2: 861,371 shares; 2025Q3: 940,625 shares; 2025Q4: 957,742 shares; 2026Q1: 970,475 shares; 2026Q2: 880,649 shares 880,649 $50.8M 0.3% -89,826 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,530 shares; 2024Q4: 264,891 shares; 2025Q1: 247,461 shares; 2025Q2: 251,899 shares; 2025Q3: 267,146 shares; 2025Q4: 276,433 shares; 2026Q1: 248,081 shares; 2026Q2: 265,006 shares 265,006 $49.8M 0.3% +16,925 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,958 shares; 2024Q4: 25,361 shares; 2025Q1: 28,562 shares; 2025Q2: 37,354 shares; 2025Q3: 71,535 shares; 2025Q4: 96,826 shares; 2026Q1: 167,739 shares; 2026Q2: 202,455 shares 202,455 $49.1M 0.29% +34,716 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,333 shares; 2024Q4: 287,016 shares; 2025Q1: 556,503 shares; 2025Q2: 677,132 shares; 2025Q3: 743,909 shares; 2025Q4: 848,119 shares; 2026Q1: 957,015 shares; 2026Q2: 924,297 shares 924,297 $48.4M 0.29% -32,718 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063,040 shares; 2024Q4: 1,071,510 shares; 2025Q1: 1,077,520 shares; 2025Q2: 1,092,250 shares; 2025Q3: 1,087,020 shares; 2025Q4: 1,094,430 shares; 2026Q1: 1,087,520 shares; 2026Q2: 1,085,010 shares 1,085,010 $48.1M 0.29% -2,510 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 736,326 shares; 2024Q4: 822,219 shares; 2025Q1: 856,631 shares; 2025Q2: 954,862 shares; 2025Q3: 1,076,650 shares; 2025Q4: 1,196,060 shares; 2026Q1: 1,281,580 shares; 2026Q2: 1,380,520 shares 1,380,520 $47.6M 0.28% +98,940 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,350 shares; 2024Q4: 415,752 shares; 2025Q1: 481,259 shares; 2025Q2: 515,423 shares; 2025Q3: 483,731 shares; 2025Q4: 525,998 shares; 2026Q1: 613,104 shares; 2026Q2: 703,911 shares 703,911 $47.6M 0.28% +90,807 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,468 shares; 2024Q4: 38,812 shares; 2025Q1: 44,093 shares; 2025Q2: 49,361 shares; 2025Q3: 62,203 shares; 2025Q4: 67,795 shares; 2026Q1: 58,123 shares; 2026Q2: 72,238 shares 72,238 $47.4M 0.28% +14,115 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,126 shares; 2024Q4: 345,791 shares; 2025Q1: 417,642 shares; 2025Q2: 450,209 shares; 2025Q3: 526,329 shares; 2025Q4: 596,720 shares; 2026Q1: 756,132 shares; 2026Q2: 858,805 shares 858,805 $46.4M 0.28% +102,673 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,277 shares; 2024Q4: 160,175 shares; 2025Q1: 224,328 shares; 2025Q2: 176,037 shares; 2025Q3: 216,582 shares; 2025Q4: 275,616 shares; 2026Q1: 275,772 shares; 2026Q2: 333,125 shares 333,125 $45.8M 0.27% +57,353 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,023 shares; 2024Q4: 325,488 shares; 2025Q1: 363,649 shares; 2025Q2: 406,057 shares; 2025Q3: 424,529 shares; 2025Q4: 451,925 shares; 2026Q1: 373,948 shares; 2026Q2: 418,400 shares 418,400 $45M 0.27% +44,452 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660,178 shares; 2024Q4: 673,801 shares; 2025Q1: 725,811 shares; 2025Q2: 758,450 shares; 2025Q3: 785,267 shares; 2025Q4: 809,551 shares; 2026Q1: 614,688 shares; 2026Q2: 461,544 shares 461,544 $44.1M 0.26% -153,144 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,779 shares; 2024Q4: 1,482,320 shares; 2025Q1: 1,729,280 shares; 2025Q2: 1,901,560 shares; 2025Q3: 1,543,250 shares; 2025Q4: 1,139,550 shares; 2026Q1: 1,263,537 shares; 2026Q2: 1,371,794 shares 1,371,794 $43.5M 0.26% +108,257 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,374 shares; 2025Q3: 338,434 shares; 2025Q4: 484,232 shares; 2026Q1: 709,777 shares; 2026Q2: 822,877 shares 822,877 $43.4M 0.26% +113,100 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,130 shares; 2024Q4: 994,484 shares; 2025Q1: 1,106,860 shares; 2025Q2: 1,251,220 shares; 2025Q3: 1,204,440 shares; 2025Q4: 1,278,390 shares; 2026Q1: 1,362,930 shares; 2026Q2: 1,519,100 shares 1,519,100 $43.1M 0.26% +156,170 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,739 shares; 2024Q4: 108,367 shares; 2025Q1: 103,418 shares; 2025Q2: 113,837 shares; 2025Q3: 119,244 shares; 2025Q4: 154,489 shares; 2026Q1: 159,768 shares; 2026Q2: 141,621 shares 141,621 $42.6M 0.25% -18,147 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,799 shares; 2024Q4: 556,474 shares; 2025Q1: 727,622 shares; 2025Q2: 830,227 shares; 2025Q3: 954,554 shares; 2025Q4: 1,003,850 shares; 2026Q1: 1,091,040 shares; 2026Q2: 1,160,700 shares 1,160,700 $42.4M 0.25% +69,660 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,162 shares; 2024Q4: 341,006 shares; 2025Q1: 388,959 shares; 2025Q2: 414,793 shares; 2025Q3: 461,792 shares; 2025Q4: 499,151 shares; 2026Q1: 534,531 shares; 2026Q2: 555,535 shares 555,535 $42.1M 0.25% +21,004 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,711 shares; 2024Q4: 18,778 shares; 2025Q1: 20,899 shares; 2025Q2: 23,145 shares; 2025Q3: 26,634 shares; 2025Q4: 29,654 shares; 2026Q1: 37,825 shares; 2026Q2: 35,743 shares 35,743 $42M 0.25% -2,082 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,831 shares; 2024Q4: 73,778 shares; 2025Q1: 174,520 shares; 2025Q2: 453,874 shares; 2025Q3: 606,189 shares; 2025Q4: 687,647 shares; 2026Q1: 980,811 shares; 2026Q2: 888,354 shares 888,354 $41.9M 0.25% -92,457 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,075 shares; 2024Q4: 27,021 shares; 2025Q1: 31,631 shares; 2025Q2: 35,392 shares; 2025Q3: 39,428 shares; 2025Q4: 39,663 shares; 2026Q1: 48,248 shares; 2026Q2: 44,508 shares 44,508 $41.6M 0.25% -3,740 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,211 shares; 2024Q4: 153,991 shares; 2025Q1: 175,424 shares; 2025Q2: 211,221 shares; 2025Q3: 225,200 shares; 2025Q4: 227,569 shares; 2026Q1: 429,691 shares; 2026Q2: 363,775 shares 363,775 $41.2M 0.25% -65,916 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,780 shares; 2024Q4: 93,953 shares; 2025Q1: 372,620 shares; 2025Q2: 414,144 shares; 2025Q3: 489,969 shares; 2025Q4: 515,306 shares; 2026Q1: 559,839 shares; 2026Q2: 567,142 shares 567,142 $41M 0.24% +7,303 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,944 shares; 2024Q4: 336,715 shares; 2025Q1: 353,171 shares; 2025Q2: 366,353 shares; 2025Q3: 380,524 shares; 2025Q4: 390,259 shares; 2026Q1: 449,400 shares; 2026Q2: 448,617 shares 448,617 $40.7M 0.24% -783 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,222 shares; 2024Q4: 45,814 shares; 2025Q1: 110,284 shares; 2025Q2: 52,692 shares; 2025Q3: 61,808 shares; 2025Q4: 100,044 shares; 2026Q1: 458,991 shares; 2026Q2: 403,071 shares 403,071 $40.6M 0.24% -55,920 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,589 shares; 2024Q4: 31,632 shares; 2025Q1: 38,008 shares; 2025Q2: 45,115 shares; 2025Q3: 52,592 shares; 2025Q4: 58,826 shares; 2026Q1: 123,366 shares; 2026Q2: 118,669 shares 118,669 $40.5M 0.24% -4,697 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,847 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729,956 shares; 2026Q2: 854,122 shares 854,122 $38.5M 0.23% +124,166 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,535 shares; 2024Q4: 551,877 shares; 2025Q1: 574,322 shares; 2025Q2: 693,951 shares; 2025Q3: 680,954 shares; 2025Q4: 693,873 shares; 2026Q1: 734,664 shares; 2026Q2: 748,040 shares 748,040 $37.9M 0.23% +13,376 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,445 shares; 2024Q4: 291,485 shares; 2025Q1: 290,591 shares; 2025Q2: 323,016 shares; 2025Q3: 296,490 shares; 2025Q4: 296,276 shares; 2026Q1: 369,007 shares; 2026Q2: 401,007 shares 401,007 $37.9M 0.23% +32,000 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575,467 shares; 2024Q4: 741,856 shares; 2025Q1: 761,640 shares; 2025Q2: 637,569 shares; 2025Q3: 675,396 shares; 2025Q4: 698,274 shares; 2026Q1: 845,161 shares; 2026Q2: 875,442 shares 875,442 $37.8M 0.23% +30,281 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,526 shares; 2024Q4: 205,987 shares; 2025Q1: 183,902 shares; 2025Q2: 188,102 shares; 2025Q3: 210,170 shares; 2025Q4: 193,127 shares; 2026Q1: 151,784 shares; 2026Q2: 155,199 shares 155,199 $37.7M 0.23% +3,415 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,348 shares; 2024Q4: 58,372 shares; 2025Q1: 61,293 shares; 2025Q2: 73,272 shares; 2025Q3: 77,512 shares; 2025Q4: 82,171 shares; 2026Q1: 170,552 shares; 2026Q2: 144,824 shares 144,824 $36.8M 0.22% -25,728 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,316 shares; 2025Q2: 127,910 shares; 2025Q3: 164,670 shares; 2025Q4: 188,842 shares; 2026Q1: 215,571 shares; 2026Q2: 246,317 shares 246,317 $36.6M 0.22% +30,746 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755,595 shares; 2024Q4: 760,357 shares; 2025Q1: 725,772 shares; 2025Q2: 734,389 shares; 2025Q3: 708,390 shares; 2025Q4: 661,057 shares; 2026Q1: 656,774 shares; 2026Q2: 668,640 shares 668,640 $36.1M 0.22% +11,866 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,680 shares; 2024Q4: 420,013 shares; 2025Q1: 421,803 shares; 2025Q2: 457,708 shares; 2025Q3: 471,215 shares; 2025Q4: 397,387 shares; 2026Q1: 442,789 shares; 2026Q2: 346,402 shares 346,402 $36M 0.21% -96,387 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,868 shares; 2024Q4: 130,346 shares; 2025Q1: 145,535 shares; 2025Q2: 138,773 shares; 2025Q3: 168,459 shares; 2025Q4: 204,989 shares; 2026Q1: 248,255 shares; 2026Q2: 268,920 shares 268,920 $35.8M 0.21% +20,665 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,708 shares; 2024Q4: 15,295 shares; 2025Q1: 17,546 shares; 2025Q2: 23,033 shares; 2025Q3: 23,970 shares; 2025Q4: 22,422 shares; 2026Q1: 36,174 shares; 2026Q2: 33,278 shares 33,278 $35.4M 0.21% -2,896 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,220 shares; 2024Q4: 294,010 shares; 2025Q1: 311,127 shares; 2025Q2: 327,205 shares; 2025Q3: 324,530 shares; 2025Q4: 317,208 shares; 2026Q1: 300,150 shares; 2026Q2: 318,546 shares 318,546 $34.8M 0.21% +18,396 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,619 shares; 2024Q4: 390,861 shares; 2025Q1: 402,213 shares; 2025Q2: 331,949 shares; 2025Q3: 352,081 shares; 2025Q4: 362,438 shares; 2026Q1: 343,631 shares; 2026Q2: 140,095 shares 140,095 $34M 0.2% -203,536 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529,972 shares; 2024Q4: 589,210 shares; 2025Q1: 583,864 shares; 2025Q2: 580,693 shares; 2025Q3: 651,912 shares; 2025Q4: 732,102 shares; 2026Q1: 764,429 shares; 2026Q2: 621,050 shares 621,050 $33.3M 0.2% -143,379 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,352 shares; 2024Q4: 63,640 shares; 2025Q1: 68,090 shares; 2025Q2: 74,507 shares; 2025Q3: 79,256 shares; 2025Q4: 67,034 shares; 2026Q1: 113,333 shares; 2026Q2: 96,054 shares 96,054 $33M 0.2% -17,279 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591,629 shares; 2024Q4: 671,311 shares; 2025Q1: 698,984 shares; 2025Q2: 771,981 shares; 2025Q3: 857,979 shares; 2025Q4: 1,005,270 shares; 2026Q1: 1,313,590 shares; 2026Q2: 1,438,410 shares 1,438,410 $32.8M 0.2% +124,820 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,963 shares; 2024Q4: 226,579 shares; 2025Q1: 205,632 shares; 2025Q2: 255,061 shares; 2025Q3: 215,889 shares; 2025Q4: 216,101 shares; 2026Q1: 777,872 shares; 2026Q2: 655,209 shares 655,209 $32.7M 0.2% -122,663 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,153 shares; 2024Q4: 442,095 shares; 2025Q1: 322,665 shares; 2025Q2: 189,254 shares; 2025Q3: 222,121 shares; 2025Q4: 222,668 shares; 2026Q1: 195,916 shares; 2026Q2: 198,271 shares 198,271 $32.6M 0.19% +2,355 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,522 shares; 2024Q4: 35,662 shares; 2025Q1: 41,627 shares; 2025Q2: 76,977 shares; 2025Q3: 87,285 shares; 2025Q4: 88,630 shares; 2026Q1: 164,102 shares; 2026Q2: 171,288 shares 171,288 $32.5M 0.19% +7,186 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930,989 shares; 2024Q4: 826,678 shares; 2025Q1: 806,343 shares; 2025Q2: 714,814 shares; 2025Q3: 608,361 shares; 2025Q4: 547,417 shares; 2026Q1: 591,690 shares; 2026Q2: 517,295 shares 517,295 $32.2M 0.19% -74,395 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,140 shares; 2024Q4: 179,883 shares; 2025Q1: 377,051 shares; 2025Q2: 449,160 shares; 2025Q3: 525,782 shares; 2025Q4: 570,221 shares; 2026Q1: 674,785 shares; 2026Q2: 792,683 shares 792,683 $32.2M 0.19% +117,898 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,767 shares; 2024Q4: 98,676 shares; 2025Q1: 126,123 shares; 2025Q2: 136,771 shares; 2025Q3: 146,609 shares; 2025Q4: 152,043 shares; 2026Q1: 137,277 shares; 2026Q2: 126,439 shares 126,439 $31.9M 0.19% -10,838 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,409 shares; 2024Q4: 19,971 shares; 2025Q1: 22,174 shares; 2025Q2: 26,233 shares; 2025Q3: 27,757 shares; 2025Q4: 29,804 shares; 2026Q1: 31,458 shares; 2026Q2: 30,378 shares 30,378 $30.7M 0.18% -1,080 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,325 shares; 2024Q4: 183,824 shares; 2025Q1: 132,929 shares; 2025Q2: 109,815 shares; 2025Q3: 139,608 shares; 2025Q4: 126,067 shares; 2026Q1: 135,273 shares; 2026Q2: 165,640 shares 165,640 $30.7M 0.18% +30,367 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,946 shares; 2024Q4: 40,425 shares; 2025Q1: 52,867 shares; 2025Q2: 138,737 shares; 2025Q3: 168,481 shares; 2025Q4: 195,183 shares; 2026Q1: 663,333 shares; 2026Q2: 681,339 shares 681,339 $30.3M 0.18% +18,006 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,008 shares; 2024Q4: 88,458 shares; 2025Q1: 113,456 shares; 2025Q2: 121,320 shares; 2025Q3: 140,122 shares; 2025Q4: 148,320 shares; 2026Q1: 167,728 shares; 2026Q2: 175,074 shares 175,074 $29.8M 0.18% +7,346 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,053,590 shares 1,053,590 $29.6M 0.18% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,072 shares; 2024Q4: 183,581 shares; 2025Q1: 193,940 shares; 2025Q2: 196,419 shares; 2025Q3: 210,581 shares; 2025Q4: 231,021 shares; 2026Q1: 331,227 shares; 2026Q2: 264,252 shares 264,252 $29.1M 0.17% -66,975 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537,950 shares; 2024Q4: 797,935 shares; 2025Q1: 603,403 shares; 2025Q2: 609,786 shares; 2025Q3: 595,572 shares; 2025Q4: 624,863 shares; 2026Q1: 534,582 shares; 2026Q2: 565,252 shares 565,252 $28.6M 0.17% +30,670 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,751 shares; 2025Q2: 24,163 shares; 2025Q3: 26,702 shares; 2025Q4: 39,452 shares; 2026Q1: 199,842 shares; 2026Q2: 341,897 shares 341,897 $28.2M 0.17% +142,055 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,000 shares; 2024Q4: 300,753 shares; 2025Q1: 323,716 shares; 2025Q2: 370,871 shares; 2025Q3: 418,287 shares; 2025Q4: 410,362 shares; 2026Q1: 588,378 shares; 2026Q2: 395,185 shares 395,185 $28.2M 0.17% -193,193 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,191 shares; 2024Q4: 528,696 shares; 2025Q1: 590,988 shares; 2025Q2: 632,981 shares; 2025Q3: 689,833 shares; 2025Q4: 738,586 shares; 2026Q1: 690,721 shares; 2026Q2: 371,845 shares 371,845 $28.1M 0.17% -318,876 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,658 shares; 2024Q4: 437,243 shares; 2025Q1: 497,867 shares; 2025Q2: 557,191 shares; 2025Q3: 630,412 shares; 2025Q4: 694,961 shares; 2026Q1: 933,720 shares; 2026Q2: 1,196,660 shares 1,196,660 $27.8M 0.17% +262,940 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,208 shares; 2024Q4: 260,284 shares; 2025Q1: 225,638 shares; 2025Q2: 222,668 shares; 2025Q3: 234,924 shares; 2025Q4: 249,551 shares; 2026Q1: 304,508 shares; 2026Q2: 449,071 shares 449,071 $26.5M 0.16% +144,563 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,067 shares; 2024Q4: 382,694 shares; 2025Q1: 270,921 shares; 2025Q2: 287,182 shares; 2025Q3: 283,035 shares; 2025Q4: 266,450 shares; 2026Q1: 283,898 shares; 2026Q2: 133,731 shares 133,731 $26.4M 0.16% -150,167 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,184 shares; 2024Q4: 482,027 shares; 2025Q1: 658,589 shares; 2025Q2: 601,834 shares; 2025Q3: 542,009 shares; 2025Q4: 638,994 shares; 2026Q1: 726,796 shares; 2026Q2: 777,590 shares 777,590 $26.3M 0.16% +50,794 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,184 shares; 2024Q4: 187,366 shares; 2025Q1: 206,136 shares; 2025Q2: 235,674 shares; 2025Q3: 249,360 shares; 2025Q4: 616,604 shares; 2026Q1: 655,108 shares; 2026Q2: 572,951 shares 572,951 $26M 0.16% -82,157 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,519 shares; 2024Q4: 145,845 shares; 2025Q1: 147,576 shares; 2025Q2: 167,834 shares; 2025Q3: 226,875 shares; 2025Q4: 185,665 shares; 2026Q1: 201,041 shares; 2026Q2: 162,794 shares 162,794 $25.8M 0.15% -38,247 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,572 shares; 2024Q4: 30,600 shares; 2025Q1: 25,548 shares; 2025Q2: 25,368 shares; 2025Q3: 28,101 shares; 2025Q4: 38,102 shares; 2026Q1: 49,253 shares; 2026Q2: 49,260 shares 49,260 $25.7M 0.15% +7 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,792 shares; 2024Q4: 15,407 shares; 2025Q1: 19,745 shares; 2025Q2: 24,450 shares; 2025Q3: 29,509 shares; 2025Q4: 32,119 shares; 2026Q1: 53,633 shares; 2026Q2: 40,098 shares 40,098 $25.7M 0.15% -13,535 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,076 shares; 2024Q4: 139,989 shares; 2025Q1: 131,252 shares; 2025Q2: 149,352 shares; 2025Q3: 155,472 shares; 2025Q4: 162,528 shares; 2026Q1: 216,619 shares; 2026Q2: 219,823 shares 219,823 $25.6M 0.15% +3,204 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,064 shares; 2024Q4: 279,649 shares; 2025Q1: 263,614 shares; 2025Q2: 242,160 shares; 2025Q3: 249,226 shares; 2025Q4: 260,476 shares; 2026Q1: 478,478 shares; 2026Q2: 515,220 shares 515,220 $25.5M 0.15% +36,742 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,562 shares; 2024Q4: 275,106 shares; 2025Q1: 289,658 shares; 2025Q2: 310,008 shares; 2025Q3: 325,254 shares; 2025Q4: 342,356 shares; 2026Q1: 340,948 shares; 2026Q2: 363,048 shares 363,048 $25.4M 0.15% +22,100 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,416 shares; 2024Q4: 138,279 shares; 2025Q1: 145,609 shares; 2025Q2: 144,119 shares; 2025Q3: 145,981 shares; 2025Q4: 147,605 shares; 2026Q1: 150,714 shares; 2026Q2: 61,550 shares 61,550 $25.2M 0.15% -89,164 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,345 shares; 2024Q4: 37,500 shares; 2025Q1: 49,831 shares; 2025Q2: 67,742 shares; 2025Q3: 103,225 shares; 2025Q4: 116,248 shares; 2026Q1: 128,625 shares; 2026Q2: 141,541 shares 141,541 $25M 0.15% +12,916 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,012 shares; 2024Q4: 160,298 shares; 2025Q1: 127,818 shares; 2025Q2: 140,554 shares; 2025Q3: 147,911 shares; 2025Q4: 153,539 shares; 2026Q1: 164,538 shares; 2026Q2: 211,320 shares 211,320 $24.9M 0.15% +46,782 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,924 shares; 2024Q4: 107,320 shares; 2025Q1: 135,572 shares; 2025Q2: 176,467 shares; 2025Q3: 181,916 shares; 2025Q4: 208,824 shares; 2026Q1: 223,419 shares; 2026Q2: 226,060 shares 226,060 $24.9M 0.15% +2,641 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,325 shares; 2024Q4: 91,158 shares; 2025Q1: 89,487 shares; 2025Q2: 118,961 shares; 2025Q3: 122,143 shares; 2025Q4: 140,180 shares; 2026Q1: 213,465 shares; 2026Q2: 179,904 shares 179,904 $24.6M 0.15% -33,561 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,280 shares; 2024Q4: 61,882 shares; 2025Q1: 63,495 shares; 2025Q2: 62,749 shares; 2025Q3: 65,006 shares; 2025Q4: 79,119 shares; 2026Q1: 100,213 shares; 2026Q2: 95,431 shares 95,431 $24M 0.14% -4,782 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,346 shares; 2024Q4: 22,975 shares; 2025Q1: 25,247 shares; 2025Q2: 29,399 shares; 2025Q3: 29,349 shares; 2025Q4: 42,460 shares; 2026Q1: 46,623 shares; 2026Q2: 49,735 shares 49,735 $23.8M 0.14% +3,112 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,664 shares; 2024Q4: 54,712 shares; 2025Q1: 59,738 shares; 2025Q2: 162,054 shares; 2025Q3: 215,804 shares; 2025Q4: 275,467 shares; 2026Q1: 343,317 shares; 2026Q2: 426,110 shares 426,110 $23.7M 0.14% +82,793 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,723 shares; 2024Q4: 42,907 shares; 2025Q1: 47,005 shares; 2025Q2: 49,835 shares; 2025Q3: 58,176 shares; 2025Q4: 60,374 shares; 2026Q1: 88,097 shares; 2026Q2: 83,681 shares 83,681 $23.5M 0.14% -4,416 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,948 shares; 2024Q4: 11,593 shares; 2025Q1: 12,885 shares; 2025Q2: 16,853 shares; 2025Q3: 18,142 shares; 2025Q4: 22,067 shares; 2026Q1: 32,007 shares; 2026Q2: 30,835 shares 30,835 $23.5M 0.14% -1,172 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,947 shares; 2024Q4: 76,688 shares; 2025Q1: 82,454 shares; 2025Q2: 86,517 shares; 2025Q3: 92,107 shares; 2025Q4: 105,618 shares; 2026Q1: 111,897 shares; 2026Q2: 108,401 shares 108,401 $23.5M 0.14% -3,496 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,502 shares; 2025Q1: 25,091 shares; 2025Q2: 44,678 shares; 2025Q3: 314,362 shares; 2025Q4: 358,133 shares; 2026Q1: 416,026 shares; 2026Q2: 577,180 shares 577,180 $23.4M 0.14% +161,154 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,183 shares; 2024Q4: 336,502 shares; 2025Q1: 439,333 shares; 2025Q2: 508,235 shares; 2025Q3: 510,192 shares; 2025Q4: 561,529 shares; 2026Q1: 537,002 shares; 2026Q2: 539,195 shares 539,195 $23.3M 0.14% +2,193 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,940 shares; 2024Q4: 438,721 shares; 2025Q1: 430,677 shares; 2025Q2: 379,065 shares; 2025Q3: 432,297 shares; 2025Q4: 564,497 shares; 2026Q1: 533,875 shares; 2026Q2: 622,914 shares 622,914 $23M 0.14% +89,039 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,227 shares; 2024Q4: 100,591 shares; 2025Q1: 108,146 shares; 2025Q2: 116,784 shares; 2025Q3: 125,712 shares; 2025Q4: 134,020 shares; 2026Q1: 144,431 shares; 2026Q2: 150,033 shares 150,033 $22.8M 0.14% +5,602 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,635 shares; 2024Q4: 167,811 shares; 2025Q1: 182,980 shares; 2025Q2: 197,085 shares; 2025Q3: 240,024 shares; 2025Q4: 270,722 shares; 2026Q1: 280,213 shares; 2026Q2: 308,939 shares 308,939 $22.6M 0.14% +28,726 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,987 shares; 2024Q4: 12,856 shares; 2025Q1: 10,855 shares; 2025Q2: 10,573 shares; 2025Q3: 9,364 shares; 2025Q4: 139,134 shares; 2026Q1: 172,372 shares; 2026Q2: 230,004 shares 230,004 $21.8M 0.13% +57,632 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,852 shares; 2024Q4: 20,335 shares; 2025Q1: 20,474 shares; 2025Q2: 22,670 shares; 2025Q3: 24,426 shares; 2025Q4: 45,305 shares; 2026Q1: 117,779 shares; 2026Q2: 222,716 shares 222,716 $21.5M 0.13% +104,937 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,291 shares; 2024Q4: 52,403 shares; 2025Q1: 67,046 shares; 2025Q2: 77,661 shares; 2025Q3: 84,990 shares; 2025Q4: 95,892 shares; 2026Q1: 272,220 shares; 2026Q2: 181,965 shares 181,965 $21.4M 0.13% -90,255 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,561 shares; 2024Q4: 39,457 shares; 2025Q1: 43,594 shares; 2025Q2: 45,275 shares; 2025Q3: 46,032 shares; 2025Q4: 50,078 shares; 2026Q1: 74,537 shares; 2026Q2: 60,363 shares 60,363 $21.3M 0.13% -14,174 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,721 shares; 2024Q4: 126,185 shares; 2025Q1: 141,756 shares; 2025Q2: 173,470 shares; 2025Q3: 205,571 shares; 2025Q4: 222,780 shares; 2026Q1: 241,711 shares; 2026Q2: 229,012 shares 229,012 $20.6M 0.12% -12,699 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,788 shares; 2024Q4: 114,086 shares; 2025Q1: 80,834 shares; 2025Q2: 160,757 shares; 2025Q3: 123,237 shares; 2025Q4: 334,118 shares; 2026Q1: 523,453 shares; 2026Q2: 384,998 shares 384,998 $20.4M 0.12% -138,455 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,661 shares; 2024Q4: 363,589 shares; 2025Q1: 405,505 shares; 2025Q2: 452,396 shares; 2025Q3: 505,941 shares; 2025Q4: 727,943 shares; 2026Q1: 817,477 shares; 2026Q2: 889,648 shares 889,648 $19.8M 0.12% +72,171 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,419 shares; 2024Q4: 35,630 shares; 2025Q1: 32,163 shares; 2025Q2: 35,658 shares; 2025Q3: 17,113 shares; 2025Q4: 134,198 shares; 2026Q1: 285,935 shares; 2026Q2: 384,550 shares 384,550 $19.5M 0.12% +98,615 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,796 shares; 2024Q4: 16,033 shares; 2025Q1: 26,188 shares; 2025Q2: 46,318 shares; 2025Q3: 57,109 shares; 2025Q4: 53,112 shares; 2026Q1: 62,807 shares; 2026Q2: 65,521 shares 65,521 $19.5M 0.12% +2,714 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,590 shares; 2024Q4: 181,510 shares; 2025Q1: 280,592 shares; 2025Q2: 262,464 shares; 2025Q3: 332,868 shares; 2025Q4: 332,338 shares; 2026Q1: 357,860 shares; 2026Q2: 318,702 shares 318,702 $19.5M 0.12% -39,158 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,203 shares; 2024Q4: 94,753 shares; 2025Q1: 97,002 shares; 2025Q2: 103,340 shares; 2025Q3: 105,492 shares; 2025Q4: 107,764 shares; 2026Q1: 122,603 shares; 2026Q2: 124,681 shares 124,681 $19.5M 0.12% +2,078 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,963 shares; 2024Q4: 19,738 shares; 2025Q1: 22,124 shares; 2025Q2: 29,090 shares; 2025Q3: 29,021 shares; 2025Q4: 29,098 shares; 2026Q1: 70,619 shares; 2026Q2: 115,120 shares 115,120 $19.4M 0.12% +44,501 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,993 shares; 2024Q4: 9,726 shares; 2025Q1: 15,923 shares; 2025Q2: 20,695 shares; 2025Q3: 21,979 shares; 2025Q4: 22,112 shares; 2026Q1: 71,748 shares; 2026Q2: 98,687 shares 98,687 $19.3M 0.12% +26,939 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,297 shares; 2024Q4: 327,437 shares; 2025Q1: 177,593 shares; 2025Q2: 127,073 shares; 2025Q3: 133,263 shares; 2025Q4: 302,348 shares; 2026Q1: 516,159 shares; 2026Q2: 724,255 shares 724,255 $19M 0.11% +208,096 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,235 shares; 2024Q4: 189,721 shares; 2025Q1: 189,617 shares; 2025Q2: 209,613 shares; 2025Q3: 206,756 shares; 2025Q4: 273,005 shares; 2026Q1: 398,372 shares; 2026Q2: 394,085 shares 394,085 $19M 0.11% -4,287 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,458 shares; 2024Q4: 293,211 shares; 2025Q1: 430,972 shares; 2025Q2: 473,814 shares; 2025Q3: 564,239 shares; 2025Q4: 579,346 shares; 2026Q1: 472,233 shares; 2026Q2: 640,469 shares 640,469 $18.8M 0.11% +168,236 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,470 shares; 2024Q4: 23,227 shares; 2025Q1: 26,772 shares; 2025Q2: 31,095 shares; 2025Q3: 33,613 shares; 2025Q4: 34,913 shares; 2026Q1: 46,458 shares; 2026Q2: 36,685 shares 36,685 $18.8M 0.11% -9,773 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,316 shares; 2024Q4: 65,597 shares; 2025Q1: 71,042 shares; 2025Q2: 76,054 shares; 2025Q3: 79,794 shares; 2025Q4: 81,295 shares; 2026Q1: 126,276 shares; 2026Q2: 113,541 shares 113,541 $18.8M 0.11% -12,735 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,515 shares; 2024Q4: 13,695 shares; 2025Q1: 33,529 shares; 2025Q2: 39,296 shares; 2025Q3: 47,558 shares; 2025Q4: 60,858 shares; 2026Q1: 73,474 shares; 2026Q2: 97,712 shares 97,712 $18.7M 0.11% +24,238 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,661 shares; 2024Q4: 203,108 shares; 2025Q1: 216,519 shares; 2025Q2: 225,572 shares; 2025Q3: 244,533 shares; 2025Q4: 254,896 shares; 2026Q1: 275,863 shares; 2026Q2: 194,075 shares 194,075 $18.7M 0.11% -81,788 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,650 shares; 2024Q4: 319,680 shares; 2025Q1: 87,938 shares; 2025Q2: 180,591 shares; 2025Q3: 203,200 shares; 2025Q4: 270,251 shares; 2026Q1: 325,500 shares; 2026Q2: 306,832 shares 306,832 $18.5M 0.11% -18,668 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,096 shares; 2024Q4: 109,682 shares; 2025Q1: 252,779 shares; 2025Q2: 102,991 shares; 2025Q3: 103,084 shares; 2025Q4: 102,214 shares; 2026Q1: 98,015 shares; 2026Q2: 98,978 shares 98,978 $18.3M 0.11% +963 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,876 shares; 2024Q4: 245,762 shares; 2025Q1: 181,045 shares; 2025Q2: 291,794 shares; 2025Q3: 248,814 shares; 2025Q4: 204,721 shares; 2026Q1: 323,646 shares; 2026Q2: 241,543 shares 241,543 $18.3M 0.11% -82,103 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,370 shares; 2024Q4: 26,970 shares; 2025Q1: 28,127 shares; 2025Q2: 28,802 shares; 2025Q3: 34,249 shares; 2025Q4: 39,718 shares; 2026Q1: 50,819 shares; 2026Q2: 48,424 shares 48,424 $18.1M 0.11% -2,395 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,019 shares; 2024Q4: 276,821 shares; 2025Q1: 230,598 shares; 2025Q2: 307,958 shares; 2025Q3: 320,243 shares; 2025Q4: 336,616 shares; 2026Q1: 182,166 shares; 2026Q2: 151,367 shares 151,367 $18M 0.11% -30,799 Timeline GXPT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413,783 shares; 2026Q2: 545,442 shares 545,442 $17.9M 0.11% +131,659 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,782 shares; 2024Q4: 223,749 shares; 2025Q1: 253,665 shares; 2025Q2: 112,845 shares; 2025Q3: 113,150 shares; 2025Q4: 218,978 shares; 2026Q1: 240,682 shares; 2026Q2: 260,395 shares 260,395 $17.8M 0.11% +19,713 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516,798 shares; 2024Q4: 231,005 shares; 2025Q1: 296,854 shares; 2025Q2: 290,218 shares; 2025Q3: 653,759 shares; 2025Q4: 697,947 shares; 2026Q1: 1,038,830 shares; 2026Q2: 610,499 shares 610,499 $17.7M 0.11% -428,331 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,002 shares; 2024Q4: 139,768 shares; 2025Q1: 145,587 shares; 2025Q2: 161,452 shares; 2025Q3: 167,760 shares; 2025Q4: 189,493 shares; 2026Q1: 295,049 shares; 2026Q2: 216,307 shares 216,307 $17.6M 0.1% -78,742 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,251 shares; 2024Q4: 283,183 shares; 2025Q1: 291,855 shares; 2025Q2: 313,007 shares; 2025Q3: 353,325 shares; 2025Q4: 716,517 shares; 2026Q1: 725,940 shares; 2026Q2: 740,937 shares 740,937 $17.3M 0.1% +14,997 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,077 shares; 2024Q4: 32,254 shares; 2025Q1: 26,201 shares; 2025Q2: 27,481 shares; 2025Q3: 29,201 shares; 2025Q4: 29,812 shares; 2026Q1: 84,170 shares; 2026Q2: 67,557 shares 67,557 $17.3M 0.1% -16,613 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,975 shares; 2024Q4: 214,305 shares; 2025Q1: 321,459 shares; 2025Q2: 405,423 shares; 2025Q3: 462,318 shares; 2025Q4: 405,509 shares; 2026Q1: 332,358 shares; 2026Q2: 341,727 shares 341,727 $17.3M 0.1% +9,369 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,285 shares; 2024Q4: 23,416 shares; 2025Q1: 24,977 shares; 2025Q2: 36,259 shares; 2025Q3: 37,318 shares; 2025Q4: 61,027 shares; 2026Q1: 167,203 shares; 2026Q2: 193,001 shares 193,001 $17.2M 0.1% +25,798 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,640 shares; 2024Q4: 389,829 shares; 2025Q1: 190,837 shares; 2025Q2: 175,389 shares; 2025Q3: 175,676 shares; 2025Q4: 202,099 shares; 2026Q1: 191,799 shares; 2026Q2: 175,596 shares 175,596 $16.9M 0.1% -16,203 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,821 shares; 2024Q4: 31,998 shares; 2025Q1: 35,102 shares; 2025Q2: 27,165 shares; 2025Q3: 25,553 shares; 2025Q4: 26,160 shares; 2026Q1: 33,064 shares; 2026Q2: 32,626 shares 32,626 $16.6M 0.1% -438 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,534 shares; 2024Q4: 176,759 shares; 2025Q1: 174,183 shares; 2025Q2: 191,086 shares; 2025Q3: 215,211 shares; 2025Q4: 232,114 shares; 2026Q1: 314,147 shares; 2026Q2: 339,897 shares 339,897 $16.5M 0.1% +25,750 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,261 shares; 2024Q4: 296,938 shares; 2025Q1: 287,112 shares; 2025Q2: 355,035 shares; 2025Q3: 410,617 shares; 2025Q4: 389,992 shares; 2026Q1: 415,783 shares; 2026Q2: 417,888 shares 417,888 $16.4M 0.1% +2,105 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,405 shares; 2024Q4: 132,828 shares; 2025Q1: 143,730 shares; 2025Q2: 154,106 shares; 2025Q3: 157,103 shares; 2025Q4: 155,082 shares; 2026Q1: 144,674 shares; 2026Q2: 292,102 shares 292,102 $16.4M 0.1% +147,428 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: 5,367 shares; 2025Q3: 23,330 shares; 2025Q4: 21,114 shares; 2026Q1: 82,973 shares; 2026Q2: 93,476 shares 93,476 $16.4M 0.1% +10,503 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665,965 shares; 2024Q4: 652,294 shares; 2025Q1: 621,220 shares; 2025Q2: 639,987 shares; 2025Q3: 583,317 shares; 2025Q4: 536,365 shares; 2026Q1: 245,526 shares; 2026Q2: 216,756 shares 216,756 $16.2M 0.1% -28,770 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467,681 shares; 2024Q4: 594,103 shares; 2025Q1: 679,222 shares; 2025Q2: 685,767 shares; 2025Q3: 645,507 shares; 2025Q4: 600,933 shares; 2026Q1: 609,520 shares; 2026Q2: 645,234 shares 645,234 $16.2M 0.1% +35,714 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,828 shares; 2024Q4: 396,914 shares; 2025Q1: 403,838 shares; 2025Q2: 425,066 shares; 2025Q3: 429,229 shares; 2025Q4: 440,843 shares; 2026Q1: 442,174 shares; 2026Q2: 438,431 shares 438,431 $16.2M 0.1% -3,743 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,075 shares; 2024Q4: 192,666 shares; 2025Q1: 217,513 shares; 2025Q2: 144,416 shares; 2025Q3: 157,948 shares; 2025Q4: 168,213 shares; 2026Q1: 275,764 shares; 2026Q2: 286,779 shares 286,779 $16M 0.1% +11,015 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,441 shares; 2024Q4: 104,553 shares; 2025Q1: 218,718 shares; 2025Q2: 242,355 shares; 2025Q3: 269,805 shares; 2025Q4: 283,885 shares; 2026Q1: 307,301 shares; 2026Q2: 315,384 shares 315,384 $16M 0.1% +8,083 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,924 shares; 2024Q4: 6,269 shares; 2025Q1: 8,795 shares; 2025Q2: 7,321 shares; 2025Q3: 9,737 shares; 2025Q4: 51,567 shares; 2026Q1: 145,324 shares; 2026Q2: 160,636 shares 160,636 $15.9M 0.1% +15,312 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,345 shares; 2024Q4: 14,500 shares; 2025Q1: 16,081 shares; 2025Q2: 16,968 shares; 2025Q3: 17,708 shares; 2025Q4: 17,534 shares; 2026Q1: 8,983 shares; 2026Q2: 8,002 shares 8,002 $15.9M 0.1% -981 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,309 shares; 2024Q4: 74,970 shares; 2025Q1: 73,804 shares; 2025Q2: 77,416 shares; 2025Q3: 79,800 shares; 2025Q4: 85,123 shares; 2026Q1: 85,605 shares; 2026Q2: 88,324 shares 88,324 $15.8M 0.09% +2,719 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,846 shares; 2024Q4: 275,759 shares; 2025Q1: 295,396 shares; 2025Q2: 298,731 shares; 2025Q3: 382,274 shares; 2025Q4: 375,455 shares; 2026Q1: 407,983 shares; 2026Q2: 621,260 shares 621,260 $15.7M 0.09% +213,277 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,698 shares; 2025Q1: 22,787 shares; 2025Q2: 69,849 shares; 2025Q3: 110,762 shares; 2025Q4: 153,888 shares; 2026Q1: 190,593 shares; 2026Q2: 191,388 shares 191,388 $15.6M 0.09% +795 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,190 shares; 2024Q4: 222,196 shares; 2025Q1: 255,037 shares; 2025Q2: 294,499 shares; 2025Q3: 339,476 shares; 2025Q4: 451,499 shares; 2026Q1: 490,145 shares; 2026Q2: 518,720 shares 518,720 $15.6M 0.09% +28,575 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,902 shares; 2024Q4: 114,711 shares; 2025Q1: 127,933 shares; 2025Q2: 148,456 shares; 2025Q3: 177,654 shares; 2025Q4: 195,557 shares; 2026Q1: 244,976 shares; 2026Q2: 339,127 shares 339,127 $15.5M 0.09% +94,151 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,806 shares; 2024Q4: 115,922 shares; 2025Q1: 128,923 shares; 2025Q2: 117,856 shares; 2025Q3: 128,100 shares; 2025Q4: 130,723 shares; 2026Q1: 116,114 shares; 2026Q2: 113,209 shares 113,209 $15.5M 0.09% -2,905 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,548 shares; 2024Q4: 71,406 shares; 2025Q1: 116,093 shares; 2025Q2: 130,744 shares; 2025Q3: 134,549 shares; 2025Q4: 141,882 shares; 2026Q1: 148,095 shares; 2026Q2: 154,827 shares 154,827 $14.9M 0.09% +6,732 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385,125 shares; 2026Q2: 291,789 shares 291,789 $14.7M 0.09% -93,336 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,883 shares; 2024Q4: 153,991 shares; 2025Q1: 56,785 shares; 2025Q2: 55,325 shares; 2025Q3: 57,595 shares; 2025Q4: 63,752 shares; 2026Q1: 56,831 shares; 2026Q2: 50,483 shares 50,483 $14.7M 0.09% -6,348 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,159 shares; 2025Q1: 6,540 shares; 2025Q2: 9,559 shares; 2025Q3: 25,782 shares; 2025Q4: 66,947 shares; 2026Q1: 75,370 shares; 2026Q2: 87,958 shares 87,958 $14.5M 0.09% +12,588 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,843 shares; 2024Q4: 139,239 shares; 2025Q1: 85,484 shares; 2025Q2: 84,764 shares; 2025Q3: 87,206 shares; 2025Q4: 80,381 shares; 2026Q1: 154,824 shares; 2026Q2: 113,005 shares 113,005 $14.5M 0.09% -41,819 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,551 shares; 2024Q4: 277,156 shares; 2025Q1: 275,849 shares; 2025Q2: 317,103 shares; 2025Q3: 357,002 shares; 2025Q4: 321,566 shares; 2026Q1: 359,028 shares; 2026Q2: 351,829 shares 351,829 $14.5M 0.09% -7,199 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,788 shares; 2024Q4: 144,763 shares; 2025Q1: 136,217 shares; 2025Q2: 139,404 shares; 2025Q3: 156,727 shares; 2025Q4: 153,638 shares; 2026Q1: 136,470 shares; 2026Q2: 126,000 shares 126,000 $14.5M 0.09% -10,470 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,279 shares; 2024Q4: 11,527 shares; 2025Q1: 21,866 shares; 2025Q2: 34,216 shares; 2025Q3: 74,194 shares; 2025Q4: 98,482 shares; 2026Q1: 250,893 shares; 2026Q2: 269,003 shares 269,003 $14.4M 0.09% +18,110 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,125 shares; 2024Q4: 22,508 shares; 2025Q1: 27,904 shares; 2025Q2: 38,455 shares; 2025Q3: 32,690 shares; 2025Q4: 44,659 shares; 2026Q1: 50,952 shares; 2026Q2: 41,863 shares 41,863 $14.4M 0.09% -9,089 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,500 shares; 2024Q4: 73,475 shares; 2025Q1: 73,960 shares; 2025Q2: 82,706 shares; 2025Q3: 80,903 shares; 2025Q4: 82,845 shares; 2026Q1: 112,464 shares; 2026Q2: 102,426 shares 102,426 $14.3M 0.09% -10,038 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,063 shares; 2024Q4: 8,037 shares; 2025Q1: 8,154 shares; 2025Q2: 7,994 shares; 2025Q3: 7,967 shares; 2025Q4: 7,875 shares; 2026Q1: 52,285 shares; 2026Q2: 49,292 shares 49,292 $14.2M 0.08% -2,993 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,688 shares; 2024Q4: 8,494 shares; 2025Q1: 10,845 shares; 2025Q2: 14,316 shares; 2025Q3: 16,524 shares; 2025Q4: 186,738 shares; 2026Q1: 222,690 shares; 2026Q2: 195,115 shares 195,115 $13.9M 0.08% -27,575 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,200 shares; 2025Q3: 67,566 shares; 2025Q4: 69,576 shares; 2026Q1: 289,800 shares; 2026Q2: 327,160 shares 327,160 $13.8M 0.08% +37,360 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,406 shares; 2024Q4: 176,937 shares; 2025Q1: 277,709 shares; 2025Q2: 305,744 shares; 2025Q3: 327,060 shares; 2025Q4: 351,024 shares; 2026Q1: 343,298 shares; 2026Q2: 270,503 shares 270,503 $13.6M 0.08% -72,795 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,258 shares; 2024Q4: 42,731 shares; 2025Q1: 41,727 shares; 2025Q2: 39,303 shares; 2025Q3: 39,253 shares; 2025Q4: 92,567 shares; 2026Q1: 153,555 shares; 2026Q2: 115,614 shares 115,614 $13.6M 0.08% -37,941 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,579 shares; 2024Q4: 345,376 shares; 2025Q1: 404,639 shares; 2025Q2: 386,294 shares; 2025Q3: 445,797 shares; 2025Q4: 490,698 shares; 2026Q1: 577,807 shares; 2026Q2: 544,255 shares 544,255 $13.5M 0.08% -33,552 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,725 shares; 2024Q4: 72,982 shares; 2025Q1: 64,940 shares; 2025Q2: 66,268 shares; 2025Q3: 51,276 shares; 2025Q4: 64,915 shares; 2026Q1: 100,349 shares; 2026Q2: 108,453 shares 108,453 $13.5M 0.08% +8,104 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,530 shares 112,530 $13.5M 0.08% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,443 shares; 2024Q4: 23,909 shares; 2025Q1: 27,042 shares; 2025Q2: 26,389 shares; 2025Q3: 25,922 shares; 2025Q4: 30,007 shares; 2026Q1: 41,722 shares; 2026Q2: 32,289 shares 32,289 $13.4M 0.08% -9,433 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,898 shares; 2024Q4: 110,083 shares; 2025Q1: 87,947 shares; 2025Q2: 89,761 shares; 2025Q3: 100,072 shares; 2025Q4: 108,209 shares; 2026Q1: 120,422 shares; 2026Q2: 122,333 shares 122,333 $13.4M 0.08% +1,911 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,946 shares; 2025Q1: 31,157 shares; 2025Q2: 161,918 shares; 2025Q3: 199,535 shares; 2025Q4: 253,920 shares; 2026Q1: 307,426 shares; 2026Q2: 315,195 shares 315,195 $13.3M 0.08% +7,769 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,644 shares; 2024Q4: 72,779 shares; 2025Q1: 90,747 shares; 2025Q2: 98,955 shares; 2025Q3: 108,324 shares; 2025Q4: 117,063 shares; 2026Q1: 130,819 shares; 2026Q2: 140,524 shares 140,524 $13.3M 0.08% +9,705 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,898 shares; 2024Q4: 112,672 shares; 2025Q1: 123,616 shares; 2025Q2: 148,996 shares; 2025Q3: 165,998 shares; 2025Q4: 188,584 shares; 2026Q1: 273,516 shares; 2026Q2: 232,720 shares 232,720 $13.3M 0.08% -40,796 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,654 shares; 2024Q4: 83,664 shares; 2025Q1: 119,632 shares; 2025Q2: 194,198 shares; 2025Q3: 245,421 shares; 2025Q4: 265,294 shares; 2026Q1: 258,340 shares; 2026Q2: 246,442 shares 246,442 $13.2M 0.08% -11,898 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,040 shares; 2024Q4: 65,913 shares; 2025Q1: 100,494 shares; 2025Q2: 197,847 shares; 2025Q3: 233,233 shares; 2025Q4: 259,038 shares; 2026Q1: 501,365 shares; 2026Q2: 379,747 shares 379,747 $13.1M 0.08% -121,618 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,485 shares; 2024Q4: 22,109 shares; 2025Q1: 25,018 shares; 2025Q2: 23,567 shares; 2025Q3: 20,857 shares; 2025Q4: 23,166 shares; 2026Q1: 50,802 shares; 2026Q2: 141,982 shares 141,982 $13.1M 0.08% +91,180 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,868 shares; 2024Q4: 49,940 shares; 2025Q1: 53,361 shares; 2025Q2: 61,579 shares; 2025Q3: 62,495 shares; 2025Q4: 67,940 shares; 2026Q1: 162,553 shares; 2026Q2: 149,020 shares 149,020 $13.1M 0.08% -13,533 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,408 shares; 2024Q4: 27,906 shares; 2025Q1: 21,703 shares; 2025Q2: 27,045 shares; 2025Q3: 44,756 shares; 2025Q4: 58,821 shares; 2026Q1: 138,295 shares; 2026Q2: 118,070 shares 118,070 $13M 0.08% -20,225 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,931 shares; 2024Q4: 449,630 shares; 2025Q1: 374,887 shares; 2025Q2: 390,052 shares; 2025Q3: 426,441 shares; 2025Q4: 427,467 shares; 2026Q1: 436,553 shares; 2026Q2: 581,145 shares 581,145 $13M 0.08% +144,592 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,976 shares; 2024Q4: 261,544 shares; 2025Q1: 299,490 shares; 2025Q2: 343,664 shares; 2025Q3: 386,082 shares; 2025Q4: 462,998 shares; 2026Q1: 475,336 shares; 2026Q2: 515,686 shares 515,686 $12.9M 0.08% +40,350 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,590 shares; 2025Q2: 119,915 shares; 2025Q3: 117,526 shares; 2025Q4: 131,334 shares; 2026Q1: 138,894 shares; 2026Q2: 126,352 shares 126,352 $12.8M 0.08% -12,542 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,868 shares; 2024Q4: 218,027 shares; 2025Q1: 221,855 shares; 2025Q2: 173,003 shares; 2025Q3: 222,769 shares; 2025Q4: 125,561 shares; 2026Q1: 113,287 shares; 2026Q2: 289,591 shares 289,591 $12.8M 0.08% +176,304 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,909 shares; 2024Q4: 69,743 shares; 2025Q1: 75,634 shares; 2025Q2: 84,203 shares; 2025Q3: 92,643 shares; 2025Q4: 95,804 shares; 2026Q1: 131,247 shares; 2026Q2: 107,490 shares 107,490 $12.6M 0.08% -23,757 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,202 shares; 2024Q4: 30,946 shares; 2025Q1: 39,954 shares; 2025Q2: 391,686 shares; 2025Q3: 272,192 shares; 2025Q4: 234,563 shares; 2026Q1: 240,697 shares; 2026Q2: 249,479 shares 249,479 $12.6M 0.08% +8,782 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,011 shares; 2024Q4: 49,224 shares; 2025Q1: 52,046 shares; 2025Q2: 57,898 shares; 2025Q3: 59,625 shares; 2025Q4: 56,703 shares; 2026Q1: 104,119 shares; 2026Q2: 86,072 shares 86,072 $12.6M 0.08% -18,047 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,423 shares; 2025Q3: 24,327 shares; 2025Q4: 117,558 shares; 2026Q1: 145,081 shares; 2026Q2: 260,147 shares 260,147 $12.6M 0.08% +115,066 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,410 shares; 2024Q4: 49,037 shares; 2025Q1: 61,326 shares; 2025Q2: 68,334 shares; 2025Q3: 77,133 shares; 2025Q4: 83,360 shares; 2026Q1: 166,035 shares; 2026Q2: 169,136 shares 169,136 $12.5M 0.07% +3,101 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,298 shares; 2024Q4: 61,535 shares; 2025Q1: 125,666 shares; 2025Q2: 136,352 shares; 2025Q3: 170,326 shares; 2025Q4: 199,179 shares; 2026Q1: 231,680 shares; 2026Q2: 290,417 shares 290,417 $12.4M 0.07% +58,737 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,975 shares; 2024Q4: 22,533 shares; 2025Q1: 22,869 shares; 2025Q2: 25,696 shares; 2025Q3: 26,445 shares; 2025Q4: 28,340 shares; 2026Q1: 58,570 shares; 2026Q2: 45,673 shares 45,673 $12.3M 0.07% -12,897 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334,621 shares; 2025Q3: 490,150 shares; 2025Q4: 566,518 shares; 2026Q1: 537,398 shares; 2026Q2: 587,049 shares 587,049 $12.2M 0.07% +49,651 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,333 shares; 2025Q1: 19,816 shares; 2025Q2: 89,923 shares; 2025Q3: 119,265 shares; 2025Q4: 157,833 shares; 2026Q1: 185,923 shares; 2026Q2: 320,886 shares 320,886 $12.2M 0.07% +134,963 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,415 shares; 2024Q4: 13,433 shares; 2025Q1: 79,277 shares; 2025Q2: 122,174 shares; 2025Q3: 163,224 shares; 2025Q4: 164,012 shares; 2026Q1: 124,991 shares; 2026Q2: 121,351 shares 121,351 $12.2M 0.07% -3,640 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,929 shares; 2024Q4: 5,978 shares; 2025Q1: 22,228 shares; 2025Q2: 30,715 shares; 2025Q3: 51,238 shares; 2025Q4: 52,391 shares; 2026Q1: 33,633 shares; 2026Q2: 33,267 shares 33,267 $12.2M 0.07% -366 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,662 shares; 2024Q4: 17,171 shares; 2025Q1: 17,786 shares; 2025Q2: 19,918 shares; 2025Q3: 20,418 shares; 2025Q4: 21,534 shares; 2026Q1: 38,092 shares; 2026Q2: 34,018 shares 34,018 $12.1M 0.07% -4,074 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,011 shares; 2024Q4: 313,447 shares; 2025Q1: 156,542 shares; 2025Q2: 161,680 shares; 2025Q3: 181,904 shares; 2025Q4: 227,667 shares; 2026Q1: 242,388 shares; 2026Q2: 264,807 shares 264,807 $12M 0.07% +22,419 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,467 shares; 2024Q4: 85,784 shares; 2025Q1: 88,512 shares; 2025Q2: 92,927 shares; 2025Q3: 90,753 shares; 2025Q4: 94,759 shares; 2026Q1: 101,366 shares; 2026Q2: 95,179 shares 95,179 $12M 0.07% -6,187 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 222,198 shares; 2025Q1: 18,130 shares; 2025Q2: 137,887 shares; 2025Q3: 159,752 shares; 2025Q4: 231,519 shares; 2026Q1: 413,438 shares; 2026Q2: 451,206 shares 451,206 $12M 0.07% +37,768 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,732 shares; 2024Q4: 24,558 shares; 2025Q1: 37,503 shares; 2025Q2: 43,586 shares; 2025Q3: 52,137 shares; 2025Q4: 53,142 shares; 2026Q1: 90,217 shares; 2026Q2: 81,321 shares 81,321 $11.9M 0.07% -8,896 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,555 shares; 2024Q4: 313,340 shares; 2025Q1: 310,811 shares; 2025Q2: 199,889 shares; 2025Q3: 195,579 shares; 2025Q4: 142,529 shares; 2026Q1: 124,991 shares; 2026Q2: 127,217 shares 127,217 $11.9M 0.07% +2,226 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,772 shares; 2024Q4: 103,097 shares; 2025Q1: 111,123 shares; 2025Q2: 107,823 shares; 2025Q3: 117,795 shares; 2025Q4: 139,765 shares; 2026Q1: 158,499 shares; 2026Q2: 119,241 shares 119,241 $11.9M 0.07% -39,258 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,685 shares; 2024Q4: 27,764 shares; 2025Q1: 28,880 shares; 2025Q2: 31,442 shares; 2025Q3: 32,804 shares; 2025Q4: 32,092 shares; 2026Q1: 51,696 shares; 2026Q2: 55,904 shares 55,904 $11.7M 0.07% +4,208 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,853 shares; 2025Q1: 23,064 shares; 2025Q2: 33,001 shares; 2025Q3: 64,610 shares; 2025Q4: 98,338 shares; 2026Q1: 159,153 shares; 2026Q2: 287,888 shares 287,888 $11.6M 0.07% +128,735 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,705 shares; 2024Q4: 27,545 shares; 2025Q1: 37,351 shares; 2025Q2: 50,601 shares; 2025Q3: 64,041 shares; 2025Q4: 80,859 shares; 2026Q1: 94,715 shares; 2026Q2: 121,021 shares 121,021 $11.6M 0.07% +26,306 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,195 shares; 2024Q4: 122,192 shares; 2025Q1: 140,276 shares; 2025Q2: 165,880 shares; 2025Q3: 197,243 shares; 2025Q4: 229,790 shares; 2026Q1: 309,600 shares; 2026Q2: 276,976 shares 276,976 $11.5M 0.07% -32,624 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,681 shares; 2025Q3: 206,270 shares; 2025Q4: 215,314 shares; 2026Q1: 332,537 shares; 2026Q2: 265,591 shares 265,591 $11.4M 0.07% -66,946 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,332 shares; 2024Q4: 38,068 shares; 2025Q1: 39,352 shares; 2025Q2: 46,002 shares; 2025Q3: 45,494 shares; 2025Q4: 52,078 shares; 2026Q1: 106,309 shares; 2026Q2: 63,269 shares 63,269 $11.4M 0.07% -43,040 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,348 shares; 2024Q4: 67,209 shares; 2025Q1: 73,033 shares; 2025Q2: 86,012 shares; 2025Q3: 88,173 shares; 2025Q4: 89,432 shares; 2026Q1: 95,051 shares; 2026Q2: 99,811 shares 99,811 $11.4M 0.07% +4,760 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,747 shares; 2024Q4: 49,462 shares; 2025Q1: 55,199 shares; 2025Q2: 54,783 shares; 2025Q3: 276,445 shares; 2025Q4: 283,331 shares; 2026Q1: 369,776 shares; 2026Q2: 333,908 shares 333,908 $11.4M 0.07% -35,868 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,149 shares; 2024Q4: 104,896 shares; 2025Q1: 106,473 shares; 2025Q2: 111,763 shares; 2025Q3: 113,667 shares; 2025Q4: 100,446 shares; 2026Q1: 130,896 shares; 2026Q2: 114,615 shares 114,615 $11M 0.07% -16,281 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,367 shares; 2024Q4: 161,373 shares; 2025Q1: 237,789 shares; 2025Q2: 248,416 shares; 2025Q3: 245,908 shares; 2025Q4: 217,781 shares; 2026Q1: 191,855 shares; 2026Q2: 214,124 shares 214,124 $10.9M 0.07% +22,269 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,765 shares; 2024Q4: 3,787 shares; 2025Q1: 5,951 shares; 2025Q2: 6,152 shares; 2025Q3: 6,206 shares; 2025Q4: 12,937 shares; 2026Q1: 29,951 shares; 2026Q2: 32,532 shares 32,532 $10.9M 0.07% +2,581 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,502 shares; 2024Q4: 113,741 shares; 2025Q1: 94,192 shares; 2025Q2: 97,550 shares; 2025Q3: 115,124 shares; 2025Q4: 125,610 shares; 2026Q1: 119,121 shares; 2026Q2: 101,471 shares 101,471 $10.9M 0.06% -17,650 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,287 shares; 2024Q4: 59,177 shares; 2025Q1: 83,774 shares; 2025Q2: 101,572 shares; 2025Q3: 125,441 shares; 2025Q4: 146,550 shares; 2026Q1: 172,938 shares; 2026Q2: 182,805 shares 182,805 $10.8M 0.06% +9,867 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,743 shares; 2024Q4: 28,926 shares; 2025Q1: 25,814 shares; 2025Q2: 21,863 shares; 2025Q3: 20,176 shares; 2025Q4: 16,171 shares; 2026Q1: 49,797 shares; 2026Q2: 86,680 shares 86,680 $10.8M 0.06% +36,883 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,770 shares; 2024Q4: 96,785 shares; 2025Q1: 101,696 shares; 2025Q2: 103,227 shares; 2025Q3: 111,082 shares; 2025Q4: 117,811 shares; 2026Q1: 184,141 shares; 2026Q2: 150,159 shares 150,159 $10.8M 0.06% -33,982 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,387 shares; 2024Q4: 96,576 shares; 2025Q1: 98,223 shares; 2025Q2: 105,209 shares; 2025Q3: 108,717 shares; 2025Q4: 112,707 shares; 2026Q1: 124,130 shares; 2026Q2: 114,718 shares 114,718 $10.8M 0.06% -9,412 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,226 shares; 2024Q4: 23,556 shares; 2025Q1: 25,224 shares; 2025Q2: 26,004 shares; 2025Q3: 28,009 shares; 2025Q4: 28,997 shares; 2026Q1: 47,452 shares; 2026Q2: 36,126 shares 36,126 $10.8M 0.06% -11,326 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,154 shares; 2024Q4: 23,369 shares; 2025Q1: 23,399 shares; 2025Q2: 22,699 shares; 2025Q3: 18,027 shares; 2025Q4: 22,019 shares; 2026Q1: 24,151 shares; 2026Q2: 67,949 shares 67,949 $10.8M 0.06% +43,798 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,455 shares 62,455 $10.7M 0.06% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,178 shares; 2024Q4: 3,233 shares; 2025Q1: 3,197 shares; 2025Q2: 3,495 shares; 2025Q3: 4,554 shares; 2025Q4: 6,049 shares; 2026Q1: 26,926 shares; 2026Q2: 24,868 shares 24,868 $10.6M 0.06% -2,058 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,518 shares; 2024Q4: 143,433 shares; 2025Q1: 167,409 shares; 2025Q2: 171,614 shares; 2025Q3: 183,554 shares; 2025Q4: 210,496 shares; 2026Q1: 274,508 shares; 2026Q2: 346,631 shares 346,631 $10.6M 0.06% +72,123 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,770 shares; 2024Q4: 169,171 shares; 2025Q1: 183,541 shares; 2025Q2: 188,895 shares; 2025Q3: 199,866 shares; 2025Q4: 201,178 shares; 2026Q1: 218,319 shares; 2026Q2: 228,332 shares 228,332 $10.5M 0.06% +10,013 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208,954 shares 208,954 $10.5M 0.06% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,099 shares; 2024Q4: 18,378 shares; 2025Q1: 21,350 shares; 2025Q2: 29,411 shares; 2025Q3: 33,028 shares; 2025Q4: 28,032 shares; 2026Q1: 34,733 shares; 2026Q2: 31,046 shares 31,046 $10.5M 0.06% -3,687 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,016 shares; 2024Q4: 65,359 shares; 2025Q1: 66,245 shares; 2025Q2: 68,898 shares; 2025Q3: 83,207 shares; 2025Q4: 92,428 shares; 2026Q1: 106,068 shares; 2026Q2: 108,318 shares 108,318 $10.4M 0.06% +2,250 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,181 shares; 2024Q4: 231,187 shares; 2025Q1: 186,652 shares; 2025Q2: 156,553 shares; 2025Q3: 162,393 shares; 2025Q4: 139,533 shares; 2026Q1: 105,709 shares; 2026Q2: 91,236 shares 91,236 $10.3M 0.06% -14,473 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,523 shares; 2024Q4: 36,722 shares; 2025Q1: 101,809 shares; 2025Q2: 127,701 shares; 2025Q3: 129,989 shares; 2025Q4: 137,836 shares; 2026Q1: 150,488 shares; 2026Q2: 122,035 shares 122,035 $10.2M 0.06% -28,453 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,362 shares; 2024Q4: 14,901 shares; 2025Q1: 16,362 shares; 2025Q2: 17,265 shares; 2025Q3: 21,280 shares; 2025Q4: 20,570 shares; 2026Q1: 25,711 shares; 2026Q2: 25,925 shares 25,925 $10.2M 0.06% +214 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,747 shares; 2024Q4: 321,860 shares; 2025Q1: 354,959 shares; 2025Q2: 393,841 shares; 2025Q3: 383,998 shares; 2025Q4: 391,133 shares; 2026Q1: 368,630 shares; 2026Q2: 640,791 shares 640,791 $10.2M 0.06% +272,161 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,685 shares; 2024Q4: 19,582 shares; 2025Q1: 27,594 shares; 2025Q2: 31,112 shares; 2025Q3: 47,563 shares; 2025Q4: 86,345 shares; 2026Q1: 170,171 shares; 2026Q2: 171,307 shares 171,307 $10.1M 0.06% +1,136 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,658 shares; 2024Q4: 460,469 shares; 2025Q1: 552,552 shares; 2025Q2: 594,497 shares; 2025Q3: 625,312 shares; 2025Q4: 611,790 shares; 2026Q1: 602,299 shares; 2026Q2: 477,171 shares 477,171 $10.1M 0.06% -125,128 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,786 shares; 2024Q4: 15,858 shares; 2025Q1: 14,638 shares; 2025Q2: 19,113 shares; 2025Q3: 25,565 shares; 2025Q4: 42,040 shares; 2026Q1: 51,210 shares; 2026Q2: 112,133 shares 112,133 $10M 0.06% +60,923 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,302 shares; 2024Q4: 98,875 shares; 2025Q1: 128,840 shares; 2025Q2: 139,863 shares; 2025Q3: 156,985 shares; 2025Q4: 170,041 shares; 2026Q1: 192,504 shares; 2026Q2: 297,511 shares 297,511 $9.95M 0.06% +105,007 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,643 shares; 2024Q4: 103,496 shares; 2025Q1: 190,839 shares; 2025Q2: 237,888 shares; 2025Q3: 256,121 shares; 2025Q4: 264,456 shares; 2026Q1: 334,660 shares; 2026Q2: 377,986 shares 377,986 $9.76M 0.06% +43,326 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,135 shares; 2024Q4: 14,239 shares; 2025Q1: 27,943 shares; 2025Q2: 61,744 shares; 2025Q3: 83,158 shares; 2025Q4: 96,635 shares; 2026Q1: 124,578 shares; 2026Q2: 131,899 shares 131,899 $9.72M 0.06% +7,321 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,118 shares; 2024Q4: 116,766 shares; 2025Q1: 120,786 shares; 2025Q2: 120,653 shares; 2025Q3: 127,406 shares; 2025Q4: 93,951 shares; 2026Q1: 98,232 shares; 2026Q2: 112,165 shares 112,165 $9.69M 0.06% +13,933 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,150 shares; 2024Q4: 140,056 shares; 2025Q1: 195,130 shares; 2025Q2: 204,815 shares; 2025Q3: 214,504 shares; 2025Q4: 208,688 shares; 2026Q1: 206,844 shares; 2026Q2: 98,557 shares 98,557 $9.69M 0.06% -108,287 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,063 shares; 2024Q4: 133,894 shares; 2025Q1: 142,099 shares; 2025Q2: 146,605 shares; 2025Q3: 158,715 shares; 2025Q4: 165,192 shares; 2026Q1: 289,449 shares; 2026Q2: 228,258 shares 228,258 $9.66M 0.06% -61,191 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,946 shares; 2024Q4: 282,724 shares; 2025Q1: 276,591 shares; 2025Q2: 286,204 shares; 2025Q3: 269,571 shares; 2025Q4: 208,194 shares; 2026Q1: 181,867 shares; 2026Q2: 188,384 shares 188,384 $9.54M 0.06% +6,517 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,178 shares; 2025Q3: 35,795 shares; 2025Q4: 51,839 shares; 2026Q1: 195,999 shares; 2026Q2: 261,798 shares 261,798 $9.53M 0.06% +65,799 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,882 shares; 2024Q4: 49,766 shares; 2025Q1: 42,733 shares; 2025Q2: 30,874 shares; 2025Q3: 39,253 shares; 2025Q4: 40,088 shares; 2026Q1: 42,477 shares; 2026Q2: 70,693 shares 70,693 $9.52M 0.06% +28,216 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,164 shares; 2024Q4: 262,827 shares; 2025Q1: 285,458 shares; 2025Q2: 305,004 shares; 2025Q3: 330,789 shares; 2025Q4: 354,328 shares; 2026Q1: 387,608 shares; 2026Q2: 461,496 shares 461,496 $9.49M 0.06% +73,888 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,254 shares; 2024Q4: 31,503 shares; 2025Q1: 32,541 shares; 2025Q2: 36,661 shares; 2025Q3: 47,636 shares; 2025Q4: 58,440 shares; 2026Q1: 103,252 shares; 2026Q2: 119,161 shares 119,161 $9.42M 0.06% +15,909 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,491 shares; 2024Q4: 124,956 shares; 2025Q1: 151,828 shares; 2025Q2: 191,304 shares; 2025Q3: 181,763 shares; 2025Q4: 137,744 shares; 2026Q1: 152,452 shares; 2026Q2: 112,457 shares 112,457 $9.34M 0.06% -39,995 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,884 shares; 2024Q4: 23,335 shares; 2025Q1: 44,487 shares; 2025Q2: 53,786 shares; 2025Q3: 56,825 shares; 2025Q4: 45,618 shares; 2026Q1: 55,719 shares; 2026Q2: 91,287 shares 91,287 $9.33M 0.06% +35,568 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,511 shares; 2025Q3: 14,247 shares; 2025Q4: 13,369 shares; 2026Q1: 327,590 shares; 2026Q2: 322,675 shares 322,675 $9.31M 0.06% -4,915 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,900 shares; 2025Q3: 53,026 shares; 2025Q4: 72,392 shares; 2026Q1: 99,414 shares; 2026Q2: 178,199 shares 178,199 $9.25M 0.06% +78,785 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,044 shares; 2024Q4: 70,737 shares; 2025Q1: 70,739 shares; 2025Q2: 93,617 shares; 2025Q3: 109,173 shares; 2025Q4: 165,340 shares; 2026Q1: 163,307 shares; 2026Q2: 127,986 shares 127,986 $9.24M 0.06% -35,321 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,202 shares; 2024Q4: 17,978 shares; 2025Q1: 23,157 shares; 2025Q2: 33,732 shares; 2025Q3: 43,986 shares; 2025Q4: 63,729 shares; 2026Q1: 87,917 shares; 2026Q2: 90,250 shares 90,250 $9.18M 0.05% +2,333 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,832 shares; 2024Q4: 57,799 shares; 2025Q1: 61,291 shares; 2025Q2: 58,453 shares; 2025Q3: 61,356 shares; 2025Q4: 68,071 shares; 2026Q1: 72,185 shares; 2026Q2: 75,740 shares 75,740 $9.17M 0.05% +3,555 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,192 shares; 2025Q1: 4,527 shares; 2025Q2: 11,572 shares; 2025Q3: 9,916 shares; 2025Q4: 19,286 shares; 2026Q1: 31,241 shares; 2026Q2: 53,849 shares 53,849 $9.15M 0.05% +22,608 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,691 shares; 2024Q4: 8,195 shares; 2025Q1: 7,882 shares; 2025Q2: 7,127 shares; 2025Q3: 6,971 shares; 2025Q4: 9,703 shares; 2026Q1: 13,133 shares; 2026Q2: 12,960 shares 12,960 $9.12M 0.05% -173 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,287 shares; 2024Q4: 4,516 shares; 2025Q1: 5,826 shares; 2025Q2: 7,717 shares; 2025Q3: 11,432 shares; 2025Q4: 13,830 shares; 2026Q1: 10,311 shares; 2026Q2: 12,651 shares 12,651 $9.11M 0.05% +2,340 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,235 shares; 2024Q4: 12,287 shares; 2025Q1: 12,449 shares; 2025Q2: 12,137 shares; 2025Q3: 12,492 shares; 2025Q4: 16,109 shares; 2026Q1: 42,411 shares; 2026Q2: 24,845 shares 24,845 $9M 0.05% -17,566 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,782 shares; 2025Q1: 5,969 shares; 2025Q2: 17,621 shares; 2025Q3: 17,906 shares; 2025Q4: 18,796 shares; 2026Q1: 18,701 shares; 2026Q2: 20,704 shares 20,704 $8.97M 0.05% +2,003 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,656 shares; 2024Q4: 22,350 shares; 2025Q1: 21,950 shares; 2025Q2: 21,481 shares; 2025Q3: 22,098 shares; 2025Q4: 22,852 shares; 2026Q1: 41,316 shares; 2026Q2: 39,983 shares 39,983 $8.95M 0.05% -1,333 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,229 shares; 2024Q4: 47,225 shares; 2025Q1: 74,411 shares; 2025Q2: 89,651 shares; 2025Q3: 126,263 shares; 2025Q4: 153,558 shares; 2026Q1: 167,687 shares; 2026Q2: 177,803 shares 177,803 $8.89M 0.05% +10,116 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,549 shares; 2024Q4: 9,004 shares; 2025Q1: 11,216 shares; 2025Q2: 12,882 shares; 2025Q3: 12,911 shares; 2025Q4: 10,897 shares; 2026Q1: 13,098 shares; 2026Q2: 12,075 shares 12,075 $8.73M 0.05% -1,023 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,207 shares; 2024Q4: 371,648 shares; 2025Q1: 182,872 shares; 2025Q2: 204,432 shares; 2025Q3: 130,992 shares; 2025Q4: 146,520 shares; 2026Q1: 155,064 shares; 2026Q2: 158,894 shares 158,894 $8.68M 0.05% +3,830 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,729 shares; 2024Q4: 228,840 shares; 2025Q1: 199,117 shares; 2025Q2: 214,620 shares; 2025Q3: 212,125 shares; 2025Q4: 193,265 shares; 2026Q1: 178,840 shares; 2026Q2: 170,512 shares 170,512 $8.59M 0.05% -8,328 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,491 shares; 2024Q4: 18,438 shares; 2025Q1: 19,031 shares; 2025Q2: 19,269 shares; 2025Q3: 19,153 shares; 2025Q4: 19,413 shares; 2026Q1: 156,552 shares; 2026Q2: 59,906 shares 59,906 $8.58M 0.05% -96,646 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,840 shares; 2025Q2: 33,875 shares; 2025Q3: 42,735 shares; 2025Q4: 48,067 shares; 2026Q1: 54,307 shares; 2026Q2: 61,327 shares 61,327 $8.55M 0.05% +7,020 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,956 shares; 2025Q1: 10,205 shares; 2025Q2: 10,670 shares; 2025Q3: 10,880 shares; 2025Q4: 176,139 shares; 2026Q1: 202,108 shares; 2026Q2: 241,249 shares 241,249 $8.45M 0.05% +39,141 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,622 shares; 2024Q4: 46,135 shares; 2025Q1: 64,153 shares; 2025Q2: 59,469 shares; 2025Q3: 69,678 shares; 2025Q4: 75,746 shares; 2026Q1: 85,947 shares; 2026Q2: 83,748 shares 83,748 $8.44M 0.05% -2,199 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,865 shares; 2024Q4: 24,152 shares; 2025Q1: 26,541 shares; 2025Q2: 30,998 shares; 2025Q3: 37,063 shares; 2025Q4: 35,374 shares; 2026Q1: 56,820 shares; 2026Q2: 53,688 shares 53,688 $8.41M 0.05% -3,132 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,085 shares; 2024Q4: 323,925 shares; 2025Q1: 348,121 shares; 2025Q2: 359,458 shares; 2025Q3: 396,790 shares; 2025Q4: 376,570 shares; 2026Q1: 625,425 shares; 2026Q2: 464,148 shares 464,148 $8.3M 0.05% -161,277 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,118 shares; 2025Q2: 61,603 shares; 2025Q3: 61,493 shares; 2025Q4: 134,419 shares; 2026Q1: 182,859 shares; 2026Q2: 242,173 shares 242,173 $8.19M 0.05% +59,314 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,289 shares; 2024Q4: 40,556 shares; 2025Q1: 40,017 shares; 2025Q2: 38,853 shares; 2025Q3: 37,822 shares; 2025Q4: 35,762 shares; 2026Q1: 94,329 shares; 2026Q2: 60,323 shares 60,323 $8.17M 0.05% -34,006 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,832 shares; 2024Q4: 19,220 shares; 2025Q1: 19,555 shares; 2025Q2: 23,948 shares; 2025Q3: 27,305 shares; 2025Q4: 28,472 shares; 2026Q1: 27,661 shares; 2026Q2: 31,816 shares 31,816 $8.14M 0.05% +4,155 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,376 shares; 2024Q4: 3,374 shares; 2025Q1: 3,297 shares; 2025Q2: 3,402 shares; 2025Q3: 3,380 shares; 2025Q4: 3,239 shares; 2026Q1: 7,747 shares; 2026Q2: 7,798 shares 7,798 $8.13M 0.05% +51 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,771 shares; 2025Q4: 17,254 shares; 2026Q1: 71,571 shares; 2026Q2: 111,150 shares 111,150 $8.1M 0.05% +39,579 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,109 shares; 2024Q4: 85,046 shares; 2025Q1: 115,863 shares; 2025Q2: 143,553 shares; 2025Q3: 146,561 shares; 2025Q4: 83,747 shares; 2026Q1: 94,289 shares; 2026Q2: 98,604 shares 98,604 $8.1M 0.05% +4,315 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,556 shares; 2025Q2: 87,792 shares; 2025Q3: 93,554 shares; 2025Q4: 104,582 shares; 2026Q1: 105,780 shares; 2026Q2: 121,465 shares 121,465 $8.09M 0.05% +15,685 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,822 shares; 2025Q2: 46,874 shares; 2025Q3: 121,048 shares; 2025Q4: 241,455 shares; 2026Q1: 266,874 shares; 2026Q2: 307,346 shares 307,346 $8.07M 0.05% +40,472 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,551 shares; 2024Q4: 64,084 shares; 2025Q1: 72,429 shares; 2025Q2: 75,581 shares; 2025Q3: 78,155 shares; 2025Q4: 82,356 shares; 2026Q1: 91,214 shares; 2026Q2: 83,999 shares 83,999 $8.04M 0.05% -7,215 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,680 shares; 2024Q4: 177,413 shares; 2025Q1: 195,122 shares; 2025Q2: 229,974 shares; 2025Q3: 235,306 shares; 2025Q4: 241,099 shares; 2026Q1: 260,325 shares; 2026Q2: 277,161 shares 277,161 $8.03M 0.05% +16,836 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,436 shares; 2026Q2: 248,823 shares 248,823 $7.91M 0.05% +107,387 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,714 shares; 2024Q4: 156,211 shares; 2025Q1: 199,902 shares; 2025Q2: 209,912 shares; 2025Q3: 231,429 shares; 2025Q4: 244,060 shares; 2026Q1: 511,081 shares; 2026Q2: 354,022 shares 354,022 $7.89M 0.05% -157,059 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,544 shares; 2025Q1: 3,987 shares; 2025Q2: 4,124 shares; 2025Q3: 4,213 shares; 2025Q4: 4,435 shares; 2026Q1: 10,477 shares; 2026Q2: 8,193 shares 8,193 $7.88M 0.05% -2,284 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,491 shares; 2024Q4: 27,655 shares; 2025Q1: 37,150 shares; 2025Q2: 39,549 shares; 2025Q3: 39,444 shares; 2025Q4: 38,115 shares; 2026Q1: 36,840 shares; 2026Q2: 44,798 shares 44,798 $7.86M 0.05% +7,958 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,059 shares; 2024Q4: 81,522 shares; 2025Q1: 82,345 shares; 2025Q2: 113,391 shares; 2025Q3: 158,879 shares; 2025Q4: 190,061 shares; 2026Q1: 216,147 shares; 2026Q2: 285,554 shares 285,554 $7.8M 0.05% +69,407 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,524 shares; 2024Q4: 30,290 shares; 2025Q1: 35,456 shares; 2025Q2: 36,190 shares; 2025Q3: 39,706 shares; 2025Q4: 49,555 shares; 2026Q1: 51,888 shares; 2026Q2: 284,502 shares 284,502 $7.8M 0.05% +232,614 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285,543 shares; 2026Q2: 280,200 shares 280,200 $7.75M 0.05% -5,343 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,376 shares; 2024Q4: 146,730 shares; 2025Q1: 129,743 shares; 2025Q2: 142,666 shares; 2025Q3: 142,765 shares; 2025Q4: 150,376 shares; 2026Q1: 174,887 shares; 2026Q2: 210,166 shares 210,166 $7.73M 0.05% +35,279 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,244 shares; 2024Q4: 14,795 shares; 2025Q1: 15,900 shares; 2025Q2: 16,506 shares; 2025Q3: 17,212 shares; 2025Q4: 19,647 shares; 2026Q1: 48,773 shares; 2026Q2: 40,944 shares 40,944 $7.57M 0.05% -7,829 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,821 shares; 2024Q4: 81,724 shares; 2025Q1: 134,110 shares; 2025Q2: 144,732 shares; 2025Q3: 176,923 shares; 2025Q4: 189,711 shares; 2026Q1: 226,926 shares; 2026Q2: 265,148 shares 265,148 $7.41M 0.04% +38,222 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,335 shares; 2024Q4: 5,788 shares; 2025Q1: 5,402 shares; 2025Q2: 8,481 shares; 2025Q3: 11,481 shares; 2025Q4: 13,499 shares; 2026Q1: 39,903 shares; 2026Q2: 47,119 shares 47,119 $7.4M 0.04% +7,216 Timeline EEMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,471 shares; 2024Q4: 65,192 shares; 2025Q1: 74,988 shares; 2025Q2: 78,467 shares; 2025Q3: 81,905 shares; 2025Q4: 80,750 shares; 2026Q1: 101,821 shares; 2026Q2: 303,085 shares 303,085 $7.38M 0.04% +201,264 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,599 shares; 2024Q4: 8,616 shares; 2025Q1: 11,249 shares; 2025Q2: 18,312 shares; 2025Q3: 18,287 shares; 2025Q4: 19,105 shares; 2026Q1: 20,199 shares; 2026Q2: 20,784 shares 20,784 $7.37M 0.04% +585 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,508 shares; 2025Q3: 13,973 shares; 2025Q4: 23,363 shares; 2026Q1: 62,636 shares; 2026Q2: 73,890 shares 73,890 $7.36M 0.04% +11,254 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,683 shares; 2024Q4: 89,709 shares; 2025Q1: 93,413 shares; 2025Q2: 106,168 shares; 2025Q3: 105,215 shares; 2025Q4: 106,650 shares; 2026Q1: 132,433 shares; 2026Q2: 126,744 shares 126,744 $7.3M 0.04% -5,689 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,676 shares; 2024Q4: 110,082 shares; 2025Q1: 95,643 shares; 2025Q2: 89,809 shares; 2025Q3: 87,082 shares; 2025Q4: 80,308 shares; 2026Q1: 82,472 shares; 2026Q2: 72,606 shares 72,606 $7.27M 0.04% -9,866 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,013 shares; 2024Q4: 112,624 shares; 2025Q1: 137,507 shares; 2025Q2: 152,581 shares; 2025Q3: 164,741 shares; 2025Q4: 136,187 shares; 2026Q1: 101,170 shares; 2026Q2: 75,138 shares 75,138 $7.24M 0.04% -26,032 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,719 shares; 2024Q4: 56,984 shares; 2025Q1: 57,398 shares; 2025Q2: 71,636 shares; 2025Q3: 74,699 shares; 2025Q4: 88,425 shares; 2026Q1: 101,946 shares; 2026Q2: 94,500 shares 94,500 $7.23M 0.04% -7,446 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,278 shares 32,278 $7.23M 0.04% new Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,535 shares; 2025Q3: 103,348 shares; 2025Q4: 139,669 shares; 2026Q1: 146,202 shares; 2026Q2: 141,490 shares 141,490 $7.17M 0.04% -4,712 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 4,271 shares; 2025Q1: 4,826 shares; 2025Q2: 4,300 shares; 2025Q3: 3,259 shares; 2025Q4: 3,208 shares; 2026Q1: 14,313 shares; 2026Q2: 14,295 shares 14,295 $7.17M 0.04% -18 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447,030 shares; 2024Q4: 452,853 shares; 2025Q1: 464,430 shares; 2025Q2: 372,500 shares; 2025Q3: 378,036 shares; 2025Q4: 383,735 shares; 2026Q1: 385,775 shares; 2026Q2: 388,339 shares 388,339 $7.16M 0.04% +2,564 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,695 shares; 2024Q4: 11,209 shares; 2025Q1: 13,152 shares; 2025Q2: 16,253 shares; 2025Q3: 20,380 shares; 2025Q4: 31,331 shares; 2026Q1: 29,843 shares; 2026Q2: 28,778 shares 28,778 $7.15M 0.04% -1,065 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,741 shares; 2024Q4: 7,549 shares; 2025Q1: 7,577 shares; 2025Q2: 14,650 shares; 2025Q3: 16,896 shares; 2025Q4: 22,489 shares; 2026Q1: 38,990 shares; 2026Q2: 35,498 shares 35,498 $7.12M 0.04% -3,492 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,126 shares 32,126 $7.1M 0.04% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,086 shares; 2024Q4: 20,940 shares; 2025Q1: 21,996 shares; 2025Q2: 23,914 shares; 2025Q3: 24,202 shares; 2025Q4: 25,324 shares; 2026Q1: 26,472 shares; 2026Q2: 26,719 shares 26,719 $7.07M 0.04% +247 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,412 shares; 2025Q4: 27,359 shares; 2026Q1: 92,520 shares; 2026Q2: 213,117 shares 213,117 $7.03M 0.04% +120,597 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,427 shares; 2024Q4: 48,811 shares; 2025Q1: 51,751 shares; 2025Q2: 55,270 shares; 2025Q3: 63,305 shares; 2025Q4: 65,733 shares; 2026Q1: 54,926 shares; 2026Q2: 50,133 shares 50,133 $7.02M 0.04% -4,793 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,022 shares; 2024Q4: 31,832 shares; 2025Q1: 53,279 shares; 2025Q2: 58,012 shares; 2025Q3: 59,131 shares; 2025Q4: 55,876 shares; 2026Q1: 57,512 shares; 2026Q2: 54,971 shares 54,971 $7M 0.04% -2,541 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484,151 shares; 2024Q4: 471,494 shares; 2025Q1: 470,228 shares; 2025Q2: 445,974 shares; 2025Q3: 408,017 shares; 2025Q4: 408,910 shares; 2026Q1: 406,855 shares; 2026Q2: 42,307 shares 42,307 $6.96M 0.04% -364,548 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,068 shares; 2024Q4: 30,658 shares; 2025Q1: 35,224 shares; 2025Q2: 46,015 shares; 2025Q3: 54,492 shares; 2025Q4: 58,706 shares; 2026Q1: 156,511 shares; 2026Q2: 76,578 shares 76,578 $6.95M 0.04% -79,933 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,658 shares; 2024Q4: 12,941 shares; 2025Q1: 13,558 shares; 2025Q2: 14,460 shares; 2025Q3: 15,863 shares; 2025Q4: 16,314 shares; 2026Q1: 27,709 shares; 2026Q2: 28,125 shares 28,125 $6.92M 0.04% +416 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,954 shares; 2024Q4: 23,103 shares; 2025Q1: 27,215 shares; 2025Q2: 31,959 shares; 2025Q3: 35,006 shares; 2025Q4: 40,342 shares; 2026Q1: 43,771 shares; 2026Q2: 53,572 shares 53,572 $6.86M 0.04% +9,801 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,357 shares; 2024Q4: 75,830 shares; 2025Q1: 66,327 shares; 2025Q2: 306,617 shares; 2025Q3: 347,514 shares; 2025Q4: 356,445 shares; 2026Q1: 388,750 shares; 2026Q2: 370,318 shares 370,318 $6.82M 0.04% -18,432 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,753 shares; 2024Q4: 17,881 shares; 2025Q1: 19,592 shares; 2025Q2: 18,962 shares; 2025Q3: 19,067 shares; 2025Q4: 19,759 shares; 2026Q1: 22,283 shares; 2026Q2: 22,738 shares 22,738 $6.8M 0.04% +455 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,500 shares; 2024Q4: 41,186 shares; 2025Q1: 46,240 shares; 2025Q2: 52,875 shares; 2025Q3: 45,357 shares; 2025Q4: 43,939 shares; 2026Q1: 46,808 shares; 2026Q2: 47,969 shares 47,969 $6.8M 0.04% +1,161 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,877 shares; 2024Q4: 25,680 shares; 2025Q1: 21,947 shares; 2025Q2: 14,371 shares; 2025Q3: 13,712 shares; 2025Q4: 10,106 shares; 2026Q1: 122,760 shares; 2026Q2: 144,574 shares 144,574 $6.76M 0.04% +21,814 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,215 shares; 2024Q4: 22,794 shares; 2025Q1: 25,527 shares; 2025Q2: 31,205 shares; 2025Q3: 32,804 shares; 2025Q4: 39,571 shares; 2026Q1: 46,958 shares; 2026Q2: 53,087 shares 53,087 $6.72M 0.04% +6,129 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,102 shares; 2024Q4: 7,915 shares; 2025Q1: 8,621 shares; 2025Q2: 10,492 shares; 2025Q3: 10,836 shares; 2025Q4: 11,296 shares; 2026Q1: 12,769 shares; 2026Q2: 10,585 shares 10,585 $6.71M 0.04% -2,184 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,735 shares; 2024Q4: 24,883 shares; 2025Q1: 25,583 shares; 2025Q2: 26,024 shares; 2025Q3: 26,484 shares; 2025Q4: 28,048 shares; 2026Q1: 60,865 shares; 2026Q2: 88,072 shares 88,072 $6.7M 0.04% +27,207 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,784 shares; 2024Q4: 22,691 shares; 2025Q1: 25,707 shares; 2025Q2: 23,846 shares; 2025Q3: 23,977 shares; 2025Q4: 23,898 shares; 2026Q1: 24,456 shares; 2026Q2: 23,401 shares 23,401 $6.68M 0.04% -1,055 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,010 shares; 2024Q4: 15,010 shares; 2025Q1: 34,437 shares; 2025Q2: 58,791 shares; 2025Q3: 122,668 shares; 2025Q4: 215,617 shares; 2026Q1: 237,797 shares; 2026Q2: 264,522 shares 264,522 $6.66M 0.04% +26,725 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,455 shares; 2024Q4: 98,888 shares; 2025Q1: 154,973 shares; 2025Q2: 239,400 shares; 2025Q3: 323,518 shares; 2025Q4: 448,922 shares; 2026Q1: 548,471 shares; 2026Q2: 553,112 shares 553,112 $6.65M 0.04% +4,641 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,468 shares; 2025Q1: 62,584 shares; 2025Q2: 164,458 shares; 2025Q3: 164,534 shares; 2025Q4: 175,011 shares; 2026Q1: 179,340 shares; 2026Q2: 158,051 shares 158,051 $6.62M 0.04% -21,289 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,604 shares; 2024Q4: 4,182 shares; 2025Q1: 5,148 shares; 2025Q2: 5,247 shares; 2025Q3: 5,292 shares; 2025Q4: 5,608 shares; 2026Q1: 5,922 shares; 2026Q2: 5,814 shares 5,814 $6.59M 0.04% -108 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,554 shares; 2024Q4: 28,586 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,266 shares; 2025Q4: 31,570 shares; 2026Q1: 56,279 shares; 2026Q2: 192,536 shares 192,536 $6.57M 0.04% +136,257 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,534 shares; 2025Q3: 6,938 shares; 2025Q4: 6,481 shares; 2026Q1: 28,715 shares; 2026Q2: 37,199 shares 37,199 $6.56M 0.04% +8,484 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,614 shares; 2024Q4: 42,570 shares; 2025Q1: 48,651 shares; 2025Q2: 52,799 shares; 2025Q3: 54,077 shares; 2025Q4: 62,781 shares; 2026Q1: 114,160 shares; 2026Q2: 126,132 shares 126,132 $6.54M 0.04% +11,972 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,823 shares; 2024Q4: 99,758 shares; 2025Q1: 109,583 shares; 2025Q2: 102,940 shares; 2025Q3: 101,588 shares; 2025Q4: 76,584 shares; 2026Q1: 220,334 shares; 2026Q2: 62,845 shares 62,845 $6.53M 0.04% -157,489 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,311 shares; 2024Q4: 96,487 shares; 2025Q1: 122,396 shares; 2025Q2: 129,684 shares; 2025Q3: 148,041 shares; 2025Q4: 186,167 shares; 2026Q1: 229,137 shares; 2026Q2: 273,877 shares 273,877 $6.53M 0.04% +44,740 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,792 shares; 2024Q4: 111,834 shares; 2025Q1: 109,501 shares; 2025Q2: 120,893 shares; 2025Q3: 118,583 shares; 2025Q4: 129,703 shares; 2026Q1: 167,704 shares; 2026Q2: 109,334 shares 109,334 $6.53M 0.04% -58,370 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,006 shares; 2024Q4: 53,608 shares; 2025Q1: 62,752 shares; 2025Q2: 45,533 shares; 2025Q3: 49,568 shares; 2025Q4: 55,027 shares; 2026Q1: 85,136 shares; 2026Q2: 78,933 shares 78,933 $6.52M 0.04% -6,203 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,464 shares; 2025Q2: 35,025 shares; 2025Q3: 39,059 shares; 2025Q4: 44,173 shares; 2026Q1: 45,555 shares; 2026Q2: 50,254 shares 50,254 $6.48M 0.04% +4,699 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,076 shares; 2024Q4: 90,591 shares; 2025Q1: 105,782 shares; 2025Q2: 106,535 shares; 2025Q3: 110,710 shares; 2025Q4: 124,584 shares; 2026Q1: 117,892 shares; 2026Q2: 114,206 shares 114,206 $6.45M 0.04% -3,686 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,977 shares; 2024Q4: 62,098 shares; 2025Q1: 64,711 shares; 2025Q2: 99,069 shares; 2025Q3: 105,899 shares; 2025Q4: 110,643 shares; 2026Q1: 123,872 shares; 2026Q2: 132,987 shares 132,987 $6.42M 0.04% +9,115 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,592 shares; 2024Q4: 84,283 shares; 2025Q1: 105,038 shares; 2025Q2: 104,422 shares; 2025Q3: 104,744 shares; 2025Q4: 105,777 shares; 2026Q1: 107,076 shares; 2026Q2: 84,548 shares 84,548 $6.41M 0.04% -22,528 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,626 shares; 2024Q4: 57,120 shares; 2025Q1: 56,705 shares; 2025Q2: 60,287 shares; 2025Q3: 64,803 shares; 2025Q4: 64,292 shares; 2026Q1: 68,180 shares; 2026Q2: 94,676 shares 94,676 $6.4M 0.04% +26,496 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,003 shares; 2024Q4: 280,535 shares; 2025Q1: 299,558 shares; 2025Q2: 308,515 shares; 2025Q3: 324,120 shares; 2025Q4: 324,740 shares; 2026Q1: 313,449 shares; 2026Q2: 303,093 shares 303,093 $6.38M 0.04% -10,356 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,805 shares; 2024Q4: 22,682 shares; 2025Q1: 24,056 shares; 2025Q2: 24,139 shares; 2025Q3: 24,534 shares; 2025Q4: 23,839 shares; 2026Q1: 34,506 shares; 2026Q2: 35,325 shares 35,325 $6.34M 0.04% +819 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,419 shares; 2024Q4: 32,963 shares; 2025Q1: 32,580 shares; 2025Q2: 32,514 shares; 2025Q3: 31,261 shares; 2025Q4: 31,235 shares; 2026Q1: 30,917 shares; 2026Q2: 31,701 shares 31,701 $6.33M 0.04% +784 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,129 shares; 2025Q1: 59,793 shares; 2025Q2: 85,495 shares; 2025Q3: 87,198 shares; 2025Q4: 90,237 shares; 2026Q1: 106,930 shares; 2026Q2: 138,433 shares 138,433 $6.33M 0.04% +31,503 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,327 shares; 2024Q4: 66,676 shares; 2025Q1: 80,958 shares; 2025Q2: 94,085 shares; 2025Q3: 102,588 shares; 2025Q4: 119,084 shares; 2026Q1: 132,104 shares; 2026Q2: 116,249 shares 116,249 $6.25M 0.04% -15,855 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 28,789 shares; 2025Q1: 105,301 shares; 2025Q2: 125,323 shares; 2025Q3: 167,612 shares; 2025Q4: 192,780 shares; 2026Q1: 181,242 shares; 2026Q2: 187,036 shares 187,036 $6.23M 0.04% +5,794 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,716 shares; 2025Q2: 217,896 shares; 2025Q3: 213,835 shares; 2025Q4: 201,962 shares; 2026Q1: 166,858 shares; 2026Q2: 170,511 shares 170,511 $6.22M 0.04% +3,653 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,769 shares; 2024Q4: 15,932 shares; 2025Q1: 18,715 shares; 2025Q2: 24,171 shares; 2025Q3: 29,120 shares; 2025Q4: 30,826 shares; 2026Q1: 28,648 shares; 2026Q2: 27,815 shares 27,815 $6.2M 0.04% -833 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,053 shares; 2024Q4: 7,053 shares; 2025Q1: 55,109 shares; 2025Q2: 78,272 shares; 2025Q3: 85,999 shares; 2025Q4: 90,833 shares; 2026Q1: 116,272 shares; 2026Q2: 116,503 shares 116,503 $6.13M 0.04% +231 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,153 shares; 2024Q4: 13,774 shares; 2025Q1: 14,066 shares; 2025Q2: 13,903 shares; 2025Q3: 13,539 shares; 2025Q4: 10,903 shares; 2026Q1: 34,566 shares; 2026Q2: 27,732 shares 27,732 $6.11M 0.04% -6,834 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,959 shares; 2024Q4: 23,547 shares; 2025Q1: 26,335 shares; 2025Q2: 28,062 shares; 2025Q3: 27,506 shares; 2025Q4: 20,475 shares; 2026Q1: 50,752 shares; 2026Q2: 46,168 shares 46,168 $6.08M 0.04% -4,584 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,729 shares; 2024Q4: 16,733 shares; 2025Q1: 16,860 shares; 2025Q2: 15,988 shares; 2025Q3: 15,487 shares; 2025Q4: 23,292 shares; 2026Q1: 33,007 shares; 2026Q2: 31,528 shares 31,528 $6M 0.04% -1,479 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,279 shares; 2025Q2: 78,434 shares; 2025Q3: 91,706 shares; 2025Q4: 112,604 shares; 2026Q1: 155,967 shares; 2026Q2: 215,656 shares 215,656 $5.92M 0.04% +59,689 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,889 shares; 2024Q4: 48,653 shares; 2025Q1: 90,817 shares; 2025Q2: 128,855 shares; 2025Q3: 134,179 shares; 2025Q4: 143,328 shares; 2026Q1: 162,283 shares; 2026Q2: 226,171 shares 226,171 $5.92M 0.04% +63,888 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,367 shares; 2024Q4: 8,109 shares; 2025Q1: 8,763 shares; 2025Q2: 10,494 shares; 2025Q3: 11,644 shares; 2025Q4: 13,981 shares; 2026Q1: 14,836 shares; 2026Q2: 16,183 shares 16,183 $5.92M 0.04% +1,347 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,209 shares; 2024Q4: 145,285 shares; 2025Q1: 143,233 shares; 2025Q2: 140,184 shares; 2025Q3: 137,008 shares; 2025Q4: 124,325 shares; 2026Q1: 107,882 shares; 2026Q2: 100,854 shares 100,854 $5.88M 0.04% -7,028 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,088 shares; 2024Q4: 12,769 shares; 2025Q1: 13,630 shares; 2025Q2: 14,931 shares; 2025Q3: 13,026 shares; 2025Q4: 15,674 shares; 2026Q1: 21,342 shares; 2026Q2: 20,611 shares 20,611 $5.85M 0.03% -731 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,883 shares; 2024Q4: 38,298 shares; 2025Q1: 85,885 shares; 2025Q2: 119,189 shares; 2025Q3: 72,446 shares; 2025Q4: 82,244 shares; 2026Q1: 85,177 shares; 2026Q2: 89,132 shares 89,132 $5.85M 0.03% +3,955 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,438 shares; 2024Q4: 22,974 shares; 2025Q1: 22,651 shares; 2025Q2: 21,360 shares; 2025Q3: 23,647 shares; 2025Q4: 23,919 shares; 2026Q1: 55,496 shares; 2026Q2: 26,394 shares 26,394 $5.84M 0.03% -29,102 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,169 shares; 2025Q1: 23,343 shares; 2025Q2: 50,201 shares; 2025Q3: 69,296 shares; 2025Q4: 84,394 shares; 2026Q1: 144,929 shares; 2026Q2: 155,024 shares 155,024 $5.81M 0.03% +10,095 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,344 shares; 2024Q4: 13,283 shares; 2025Q1: 14,674 shares; 2025Q2: 27,314 shares; 2025Q3: 27,338 shares; 2025Q4: 27,477 shares; 2026Q1: 41,886 shares; 2026Q2: 38,313 shares 38,313 $5.8M 0.03% -3,573 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,755 shares; 2024Q4: 12,555 shares; 2025Q1: 13,026 shares; 2025Q2: 10,317 shares; 2025Q3: 9,735 shares; 2025Q4: 9,895 shares; 2026Q1: 25,191 shares; 2026Q2: 21,331 shares 21,331 $5.8M 0.03% -3,860 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,228 shares; 2024Q4: 205,564 shares; 2025Q1: 195,807 shares; 2025Q2: 244,717 shares; 2025Q3: 286,953 shares; 2025Q4: 289,992 shares; 2026Q1: 391,219 shares; 2026Q2: 458,287 shares 458,287 $5.8M 0.03% +67,068 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,151 shares; 2024Q4: 6,741 shares; 2025Q1: 7,499 shares; 2025Q2: 9,331 shares; 2025Q3: 10,209 shares; 2025Q4: 10,096 shares; 2026Q1: 19,142 shares; 2026Q2: 45,196 shares 45,196 $5.79M 0.03% +26,054 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 7,600 shares; 2025Q3: 9,580 shares; 2025Q4: 9,200 shares; 2026Q1: 12,122 shares; 2026Q2: 11,427 shares 11,427 $5.78M 0.03% -695 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,195 shares; 2024Q4: 108,335 shares; 2025Q1: 115,210 shares; 2025Q2: 132,890 shares; 2025Q3: 141,680 shares; 2025Q4: 140,070 shares; 2026Q1: 146,075 shares; 2026Q2: 158,230 shares 158,230 $5.77M 0.03% +12,155 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,043 shares; 2024Q4: 66,095 shares; 2025Q1: 58,817 shares; 2025Q2: 62,723 shares; 2025Q3: 59,546 shares; 2025Q4: 59,789 shares; 2026Q1: 62,354 shares; 2026Q2: 61,270 shares 61,270 $5.72M 0.03% -1,084 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 3,224 shares; 2025Q1: 3,218 shares; 2025Q2: 4,415 shares; 2025Q3: 4,532 shares; 2025Q4: 4,234 shares; 2026Q1: 10,190 shares; 2026Q2: 11,000 shares 11,000 $5.71M 0.03% +810 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,896 shares; 2024Q4: 177,015 shares; 2025Q1: 162,781 shares; 2025Q2: 175,656 shares; 2025Q3: 183,111 shares; 2025Q4: 181,546 shares; 2026Q1: 190,963 shares; 2026Q2: 173,750 shares 173,750 $5.64M 0.03% -17,213 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,048 shares; 2024Q4: 51,899 shares; 2025Q1: 50,165 shares; 2025Q2: 54,398 shares; 2025Q3: 57,815 shares; 2025Q4: 61,925 shares; 2026Q1: 68,223 shares; 2026Q2: 63,104 shares 63,104 $5.63M 0.03% -5,119 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,136 shares; 2024Q4: 145,940 shares; 2025Q1: 51,837 shares; 2025Q2: 45,622 shares; 2025Q3: 30,562 shares; 2025Q4: 33,238 shares; 2026Q1: 35,246 shares; 2026Q2: 39,558 shares 39,558 $5.61M 0.03% +4,312 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 193,392 shares 193,392 $5.61M 0.03% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,215 shares; 2025Q2: 56,607 shares; 2025Q3: 34,681 shares; 2025Q4: 32,429 shares; 2026Q1: 36,039 shares; 2026Q2: 39,043 shares 39,043 $5.6M 0.03% +3,004 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,631 shares; 2024Q4: 132,679 shares; 2025Q1: 114,306 shares; 2025Q2: 178,799 shares; 2025Q3: 172,360 shares; 2025Q4: 157,384 shares; 2026Q1: 159,961 shares; 2026Q2: 105,990 shares 105,990 $5.59M 0.03% -53,971 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,561 shares; 2024Q4: 32,283 shares; 2025Q1: 24,240 shares; 2025Q2: 24,981 shares; 2025Q3: 43,772 shares; 2025Q4: 92,790 shares; 2026Q1: 264,466 shares; 2026Q2: 137,269 shares 137,269 $5.58M 0.03% -127,197 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,863 shares; 2024Q4: 78,702 shares; 2025Q1: 83,823 shares; 2025Q2: 111,944 shares; 2025Q3: 120,292 shares; 2025Q4: 133,568 shares; 2026Q1: 139,377 shares; 2026Q2: 138,811 shares 138,811 $5.58M 0.03% -566 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 6,641 shares; 2026Q1: 7,977 shares; 2026Q2: 5,780 shares 5,780 $5.58M 0.03% -2,197 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,158 shares; 2024Q4: 5,172 shares; 2025Q1: 6,047 shares; 2025Q2: 7,230 shares; 2025Q3: 7,434 shares; 2025Q4: 10,250 shares; 2026Q1: 15,391 shares; 2026Q2: 13,981 shares 13,981 $5.56M 0.03% -1,410 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,165 shares; 2024Q4: 92,431 shares; 2025Q1: 103,128 shares; 2025Q2: 124,769 shares; 2025Q3: 128,903 shares; 2025Q4: 120,784 shares; 2026Q1: 208,049 shares; 2026Q2: 171,802 shares 171,802 $5.49M 0.03% -36,247 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,843 shares; 2024Q4: 84,389 shares; 2025Q1: 89,197 shares; 2025Q2: 99,758 shares; 2025Q3: 118,860 shares; 2025Q4: 119,099 shares; 2026Q1: 133,489 shares; 2026Q2: 133,250 shares 133,250 $5.48M 0.03% -239 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,414 shares; 2025Q1: 1,926 shares; 2025Q2: 2,398 shares; 2025Q3: 2,576 shares; 2025Q4: 2,782 shares; 2026Q1: 5,631 shares; 2026Q2: 5,536 shares 5,536 $5.42M 0.03% -95 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,193 shares; 2024Q4: 50,187 shares; 2025Q1: 23,699 shares; 2025Q2: 28,607 shares; 2025Q3: 33,710 shares; 2025Q4: 31,464 shares; 2026Q1: 32,772 shares; 2026Q2: 91,168 shares 91,168 $5.38M 0.03% +58,396 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,445 shares; 2024Q4: 5,135 shares; 2025Q1: 6,049 shares; 2025Q2: 6,617 shares; 2025Q3: 7,046 shares; 2025Q4: 5,083 shares; 2026Q1: 20,447 shares; 2026Q2: 17,045 shares 17,045 $5.37M 0.03% -3,402 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,698 shares; 2024Q4: 284,445 shares; 2025Q1: 183,102 shares; 2025Q2: 198,093 shares; 2025Q3: 211,342 shares; 2025Q4: 248,971 shares; 2026Q1: 255,117 shares; 2026Q2: 273,413 shares 273,413 $5.36M 0.03% +18,296 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,148 shares; 2024Q4: 42,779 shares; 2025Q1: 60,082 shares; 2025Q2: 74,817 shares; 2025Q3: 72,203 shares; 2025Q4: 139,802 shares; 2026Q1: 75,678 shares; 2026Q2: 79,645 shares 79,645 $5.34M 0.03% +3,967 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,451 shares; 2024Q4: 114,231 shares; 2025Q1: 121,036 shares; 2025Q2: 121,760 shares; 2025Q3: 121,718 shares; 2025Q4: 130,353 shares; 2026Q1: 128,196 shares; 2026Q2: 146,224 shares 146,224 $5.32M 0.03% +18,028 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,930 shares; 2024Q4: 73,182 shares; 2025Q1: 86,244 shares; 2025Q2: 80,555 shares; 2025Q3: 95,366 shares; 2025Q4: 108,187 shares; 2026Q1: 118,053 shares; 2026Q2: 139,671 shares 139,671 $5.3M 0.03% +21,618 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,345 shares; 2024Q4: 56,688 shares; 2025Q1: 74,194 shares; 2025Q2: 81,031 shares; 2025Q3: 85,462 shares; 2025Q4: 81,698 shares; 2026Q1: 91,598 shares; 2026Q2: 111,410 shares 111,410 $5.28M 0.03% +19,812 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,359 shares; 2026Q1: 103,807 shares; 2026Q2: 154,010 shares 154,010 $5.28M 0.03% +50,203 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,986 shares; 2024Q4: 20,351 shares; 2025Q1: 18,093 shares; 2025Q2: 22,183 shares; 2025Q3: 28,440 shares; 2025Q4: 33,382 shares; 2026Q1: 63,508 shares; 2026Q2: 68,762 shares 68,762 $5.27M 0.03% +5,254 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,283 shares; 2024Q4: 4,785 shares; 2025Q1: 37,838 shares; 2025Q2: 45,141 shares; 2025Q3: 44,872 shares; 2025Q4: 45,503 shares; 2026Q1: 49,990 shares; 2026Q2: 50,950 shares 50,950 $5.26M 0.03% +960 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,652 shares; 2024Q4: 33,570 shares; 2025Q1: 38,377 shares; 2025Q2: 53,134 shares; 2025Q3: 67,922 shares; 2025Q4: 75,591 shares; 2026Q1: 111,419 shares; 2026Q2: 113,486 shares 113,486 $5.24M 0.03% +2,067 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,549 shares; 2024Q4: 23,268 shares; 2025Q1: 35,720 shares; 2025Q2: 54,529 shares; 2025Q3: 63,015 shares; 2025Q4: 73,897 shares; 2026Q1: 116,735 shares; 2026Q2: 105,087 shares 105,087 $5.23M 0.03% -11,648 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,568 shares; 2024Q4: 62,445 shares; 2025Q1: 20,561 shares; 2025Q2: 21,486 shares; 2025Q3: 79,893 shares; 2025Q4: 78,750 shares; 2026Q1: 41,482 shares; 2026Q2: 50,408 shares 50,408 $5.21M 0.03% +8,926 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,445 shares; 2024Q4: 65,166 shares; 2025Q1: 82,752 shares; 2025Q2: 113,540 shares; 2025Q3: 118,596 shares; 2025Q4: 126,388 shares; 2026Q1: 129,728 shares; 2026Q2: 127,235 shares 127,235 $5.21M 0.03% -2,493 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,388 shares; 2024Q4: 82,723 shares; 2025Q1: 74,357 shares; 2025Q2: 67,713 shares; 2025Q3: 69,910 shares; 2025Q4: 71,030 shares; 2026Q1: 76,199 shares; 2026Q2: 66,459 shares 66,459 $5.2M 0.03% -9,740 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,270 shares; 2024Q4: 24,485 shares; 2025Q1: 38,916 shares; 2025Q2: 39,770 shares; 2025Q3: 45,499 shares; 2025Q4: 49,170 shares; 2026Q1: 98,963 shares; 2026Q2: 52,698 shares 52,698 $5.2M 0.03% -46,265 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 9,746 shares; 2025Q3: 43,798 shares; 2025Q4: 86,530 shares; 2026Q1: 87,039 shares; 2026Q2: 131,987 shares 131,987 $5.18M 0.03% +44,948 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,884 shares; 2024Q4: 10,351 shares; 2025Q1: 9,702 shares; 2025Q2: 10,313 shares; 2025Q3: 10,393 shares; 2025Q4: 10,701 shares; 2026Q1: 11,369 shares; 2026Q2: 12,133 shares 12,133 $5.17M 0.03% +764 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,714 shares; 2024Q4: 18,729 shares; 2025Q1: 18,275 shares; 2025Q2: 18,878 shares; 2025Q3: 19,026 shares; 2025Q4: 20,296 shares; 2026Q1: 23,804 shares; 2026Q2: 32,922 shares 32,922 $5.17M 0.03% +9,118 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,662 shares; 2024Q4: 151,318 shares; 2025Q1: 153,005 shares; 2025Q2: 152,915 shares; 2025Q3: 143,529 shares; 2025Q4: 140,818 shares; 2026Q1: 141,094 shares; 2026Q2: 103,983 shares 103,983 $5.14M 0.03% -37,111 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,384 shares; 2024Q4: 70,921 shares; 2025Q1: 75,316 shares; 2025Q2: 80,799 shares; 2025Q3: 124,206 shares; 2025Q4: 135,976 shares; 2026Q1: 147,408 shares; 2026Q2: 172,520 shares 172,520 $5.13M 0.03% +25,112 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,632 shares; 2024Q4: 11,450 shares; 2025Q1: 9,041 shares; 2025Q2: 10,291 shares; 2025Q3: 11,790 shares; 2025Q4: 12,154 shares; 2026Q1: 20,828 shares; 2026Q2: 19,652 shares 19,652 $5.12M 0.03% -1,176 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,317 shares; 2024Q4: 15,317 shares; 2025Q1: 15,317 shares; 2025Q2: 5,967 shares; 2025Q3: 7,760 shares; 2025Q4: 7,889 shares; 2026Q1: 37,732 shares; 2026Q2: 68,222 shares 68,222 $5.12M 0.03% +30,490 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,396 shares; 2024Q4: 119,208 shares; 2025Q1: 139,176 shares; 2025Q2: 148,940 shares; 2025Q3: 150,418 shares; 2025Q4: 129,266 shares; 2026Q1: 91,404 shares; 2026Q2: 104,260 shares 104,260 $5.09M 0.03% +12,856 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,405 shares; 2024Q4: 28,219 shares; 2025Q1: 33,583 shares; 2025Q2: 32,072 shares; 2025Q3: 30,258 shares; 2025Q4: 28,605 shares; 2026Q1: 55,651 shares; 2026Q2: 49,486 shares 49,486 $5.06M 0.03% -6,165 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,439 shares; 2024Q4: 35,377 shares; 2025Q1: 35,584 shares; 2025Q2: 36,350 shares; 2025Q3: 36,727 shares; 2025Q4: 36,897 shares; 2026Q1: 36,677 shares; 2026Q2: 35,184 shares 35,184 $5.03M 0.03% -1,493 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,304 shares; 2024Q4: 2,910 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 5,921 shares; 2025Q4: 6,096 shares; 2026Q1: 6,122 shares; 2026Q2: 5,971 shares 5,971 $5.01M 0.03% -151 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,731 shares; 2024Q4: 39,220 shares; 2025Q1: 51,875 shares; 2025Q2: 53,672 shares; 2025Q3: 52,311 shares; 2025Q4: 51,804 shares; 2026Q1: 43,505 shares; 2026Q2: 37,221 shares 37,221 $5.01M 0.03% -6,284 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,719 shares; 2024Q4: 166,280 shares; 2025Q1: 171,716 shares; 2025Q2: 77,569 shares; 2025Q3: 68,805 shares; 2025Q4: 64,983 shares; 2026Q1: 71,640 shares; 2026Q2: 54,020 shares 54,020 $4.98M 0.03% -17,620 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,836 shares; 2024Q4: 48,070 shares; 2025Q1: 49,160 shares; 2025Q2: 49,464 shares; 2025Q3: 55,176 shares; 2025Q4: 99,301 shares; 2026Q1: 102,212 shares; 2026Q2: 101,006 shares 101,006 $4.97M 0.03% -1,206 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 72,610 shares; 2025Q1: 168,029 shares; 2025Q2: 225,036 shares; 2025Q3: 258,195 shares; 2025Q4: 277,455 shares; 2026Q1: 254,245 shares; 2026Q2: 240,123 shares 240,123 $4.96M 0.03% -14,122 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 1,894 shares; 2025Q1: 1,902 shares; 2025Q2: 2,068 shares; 2025Q3: 2,431 shares; 2025Q4: 2,399 shares; 2026Q1: 22,836 shares; 2026Q2: 12,492 shares 12,492 $4.96M 0.03% -10,344 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,606 shares; 2024Q4: 58,193 shares; 2025Q1: 57,568 shares; 2025Q2: 68,839 shares; 2025Q3: 81,804 shares; 2025Q4: 84,559 shares; 2026Q1: 93,637 shares; 2026Q2: 96,313 shares 96,313 $4.95M 0.03% +2,676 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,403 shares; 2025Q1: 20,160 shares; 2025Q2: 30,491 shares; 2025Q3: 44,671 shares; 2025Q4: 47,299 shares; 2026Q1: 76,289 shares; 2026Q2: 97,634 shares 97,634 $4.94M 0.03% +21,345 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 2,419 shares; 2025Q1: 2,891 shares; 2025Q2: 4,164 shares; 2025Q3: 4,309 shares; 2025Q4: 4,446 shares; 2026Q1: 9,868 shares; 2026Q2: 9,669 shares 9,669 $4.92M 0.03% -199 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,225 shares; 2024Q4: 180,701 shares; 2025Q1: 191,899 shares; 2025Q2: 181,230 shares; 2025Q3: 204,358 shares; 2025Q4: 196,905 shares; 2026Q1: 297,003 shares; 2026Q2: 203,198 shares 203,198 $4.89M 0.03% -93,805 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,542 shares; 2024Q4: 207,258 shares; 2025Q1: 193,057 shares; 2025Q2: 206,236 shares; 2025Q3: 226,502 shares; 2025Q4: 110,036 shares; 2026Q1: 112,294 shares; 2026Q2: 111,608 shares 111,608 $4.88M 0.03% -686 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,102 shares; 2024Q4: 509,152 shares; 2025Q1: 196,061 shares; 2025Q2: 107,802 shares; 2025Q3: 86,430 shares; 2025Q4: 81,344 shares; 2026Q1: 100,385 shares; 2026Q2: 105,409 shares 105,409 $4.82M 0.03% +5,024 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,654 shares; 2024Q4: 172,510 shares; 2025Q1: 152,142 shares; 2025Q2: 174,624 shares; 2025Q3: 169,183 shares; 2025Q4: 149,938 shares; 2026Q1: 150,800 shares; 2026Q2: 154,510 shares 154,510 $4.81M 0.03% +3,710 Timeline GXPC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,823 shares; 2026Q2: 160,812 shares 160,812 $4.79M 0.03% +45,989 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,555 shares; 2025Q2: 52,772 shares; 2025Q3: 55,299 shares; 2025Q4: 83,090 shares; 2026Q1: 95,065 shares; 2026Q2: 95,842 shares 95,842 $4.77M 0.03% +777 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,067 shares; 2024Q4: 70,183 shares; 2025Q1: 74,051 shares; 2025Q2: 98,185 shares; 2025Q3: 115,420 shares; 2025Q4: 133,117 shares; 2026Q1: 142,211 shares; 2026Q2: 150,990 shares 150,990 $4.74M 0.03% +8,779 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,131 shares; 2024Q4: 138,159 shares; 2025Q1: 143,125 shares; 2025Q2: 149,695 shares; 2025Q3: 174,916 shares; 2025Q4: 207,094 shares; 2026Q1: 227,402 shares; 2026Q2: 253,280 shares 253,280 $4.7M 0.03% +25,878 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,343 shares; 2025Q2: 122,184 shares; 2025Q3: 113,462 shares; 2025Q4: 102,968 shares; 2026Q1: 108,912 shares; 2026Q2: 111,661 shares 111,661 $4.68M 0.03% +2,749 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,426 shares; 2024Q4: 60,387 shares; 2025Q1: 60,091 shares; 2025Q2: 59,718 shares; 2025Q3: 64,172 shares; 2025Q4: 68,361 shares; 2026Q1: 61,611 shares; 2026Q2: 58,362 shares 58,362 $4.68M 0.03% -3,249 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,965 shares; 2024Q4: 21,514 shares; 2025Q1: 23,174 shares; 2025Q2: 29,423 shares; 2025Q3: 37,452 shares; 2025Q4: 43,408 shares; 2026Q1: 64,194 shares; 2026Q2: 70,842 shares 70,842 $4.68M 0.03% +6,648 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,027 shares; 2024Q4: 4,738 shares; 2025Q1: 4,993 shares; 2025Q2: 9,301 shares; 2025Q3: 7,723 shares; 2025Q4: 7,006 shares; 2026Q1: 10,778 shares; 2026Q2: 10,783 shares 10,783 $4.65M 0.03% +5 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,035 shares; 2025Q3: 27,015 shares; 2025Q4: 27,701 shares; 2026Q1: 60,043 shares; 2026Q2: 51,773 shares 51,773 $4.65M 0.03% -8,270 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,007 shares; 2026Q2: 90,637 shares 90,637 $4.62M 0.03% +71,630 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,744 shares; 2025Q4: 12,598 shares; 2026Q1: 87,179 shares; 2026Q2: 50,198 shares 50,198 $4.62M 0.03% -36,981 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,913 shares; 2024Q4: 87,922 shares; 2025Q1: 51,150 shares; 2025Q2: 94,355 shares; 2025Q3: 107,146 shares; 2025Q4: 125,500 shares; 2026Q1: 117,329 shares; 2026Q2: 107,191 shares 107,191 $4.59M 0.03% -10,138 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,509 shares; 2024Q4: 18,361 shares; 2025Q1: 18,754 shares; 2025Q2: 20,905 shares; 2025Q3: 20,773 shares; 2025Q4: 22,026 shares; 2026Q1: 25,854 shares; 2026Q2: 41,242 shares 41,242 $4.57M 0.03% +15,388 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,159 shares; 2024Q4: 14,178 shares; 2025Q1: 46,567 shares; 2025Q2: 78,445 shares; 2025Q3: 109,791 shares; 2025Q4: 145,442 shares; 2026Q1: 75,614 shares; 2026Q2: 66,461 shares 66,461 $4.56M 0.03% -9,153 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,046 shares; 2024Q4: 3,103 shares; 2025Q1: 2,782 shares; 2025Q2: 2,685 shares; 2025Q3: 2,752 shares; 2025Q4: 3,524 shares; 2026Q1: 18,280 shares; 2026Q2: 16,805 shares 16,805 $4.55M 0.03% -1,475 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,919 shares; 2024Q4: 163,037 shares; 2025Q1: 155,512 shares; 2025Q2: 35,723 shares; 2025Q3: 36,917 shares; 2025Q4: 35,230 shares; 2026Q1: 41,423 shares; 2026Q2: 44,162 shares 44,162 $4.52M 0.03% +2,739 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,428 shares; 2024Q4: 46,389 shares; 2025Q1: 35,958 shares; 2025Q2: 31,009 shares; 2025Q3: 30,406 shares; 2025Q4: 31,136 shares; 2026Q1: 96,664 shares; 2026Q2: 74,343 shares 74,343 $4.49M 0.03% -22,321 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,804 shares; 2024Q4: 46,588 shares; 2025Q1: 45,153 shares; 2025Q2: 45,751 shares; 2025Q3: 46,099 shares; 2025Q4: 45,206 shares; 2026Q1: 46,167 shares; 2026Q2: 46,672 shares 46,672 $4.48M 0.03% +505 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,274 shares; 2024Q4: 138,083 shares; 2025Q1: 153,661 shares; 2025Q2: 130,719 shares; 2025Q3: 136,599 shares; 2025Q4: 147,718 shares; 2026Q1: 109,060 shares; 2026Q2: 110,965 shares 110,965 $4.47M 0.03% +1,905 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,840 shares; 2025Q3: 2,089 shares; 2025Q4: 2,282 shares; 2026Q1: 5,725 shares; 2026Q2: 8,669 shares 8,669 $4.47M 0.03% +2,944 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,424 shares; 2024Q4: 131,024 shares; 2025Q1: 120,924 shares; 2025Q2: 95,024 shares; 2025Q3: 88,854 shares; 2025Q4: 87,828 shares; 2026Q1: 86,828 shares; 2026Q2: 75,724 shares 75,724 $4.44M 0.03% -11,104 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,354 shares; 2024Q4: 62,036 shares; 2025Q1: 65,100 shares; 2025Q2: 66,017 shares; 2025Q3: 66,925 shares; 2025Q4: 74,597 shares; 2026Q1: 87,411 shares; 2026Q2: 81,715 shares 81,715 $4.43M 0.03% -5,696 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,402 shares; 2024Q4: 38,697 shares; 2025Q1: 36,492 shares; 2025Q2: 41,547 shares; 2025Q3: 41,899 shares; 2025Q4: 43,880 shares; 2026Q1: 43,758 shares; 2026Q2: 39,435 shares 39,435 $4.42M 0.03% -4,323 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,031 shares; 2024Q4: 317,362 shares; 2025Q1: 313,188 shares; 2025Q2: 318,131 shares; 2025Q3: 306,842 shares; 2025Q4: 139,432 shares; 2026Q1: 96,030 shares; 2026Q2: 86,834 shares 86,834 $4.41M 0.03% -9,196 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,330 shares; 2024Q4: 117,266 shares; 2025Q1: 135,201 shares; 2025Q2: 145,136 shares; 2025Q3: 147,529 shares; 2025Q4: 183,066 shares; 2026Q1: 233,235 shares; 2026Q2: 230,857 shares 230,857 $4.41M 0.03% -2,378 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,096 shares; 2024Q4: 15,441 shares; 2025Q1: 17,223 shares; 2025Q2: 17,576 shares; 2025Q3: 18,227 shares; 2025Q4: 25,614 shares; 2026Q1: 36,809 shares; 2026Q2: 32,200 shares 32,200 $4.41M 0.03% -4,609 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,517 shares; 2024Q4: 83,118 shares; 2025Q1: 83,490 shares; 2025Q2: 90,008 shares; 2025Q3: 100,440 shares; 2025Q4: 93,132 shares; 2026Q1: 99,394 shares; 2026Q2: 117,937 shares 117,937 $4.35M 0.03% +18,543 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,958 shares; 2024Q4: 146,737 shares; 2025Q1: 146,355 shares; 2025Q2: 154,476 shares; 2025Q3: 168,474 shares; 2025Q4: 190,833 shares; 2026Q1: 212,520 shares; 2026Q2: 209,509 shares 209,509 $4.34M 0.03% -3,011 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,159 shares; 2024Q4: 19,112 shares; 2025Q1: 23,518 shares; 2025Q2: 10,790 shares; 2025Q3: 27,079 shares; 2025Q4: 29,961 shares; 2026Q1: 30,086 shares; 2026Q2: 29,494 shares 29,494 $4.31M 0.03% -592 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,177 shares; 2024Q4: 453,205 shares; 2025Q1: 396,704 shares; 2025Q2: 390,168 shares; 2025Q3: 339,328 shares; 2025Q4: 330,847 shares; 2026Q1: 330,315 shares; 2026Q2: 46,998 shares 46,998 $4.29M 0.03% -283,317 Timeline