IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 318,284 shares; 2025Q1: 400,853 shares; 2025Q2: 553,894 shares; 2025Q3: 595,807 shares; 2025Q4: 759,861 shares; 2026Q1: 846,215 shares; 2026Q2: 913,970 shares; 2026Q3: 947,354 shares 947,354 $726M 5.14% +33,384 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 272,948 shares; 2025Q1: 488,752 shares; 2025Q2: 573,665 shares; 2025Q3: 689,954 shares; 2025Q4: 955,662 shares; 2026Q1: 1,026,507 shares; 2026Q2: 1,075,763 shares; 2026Q3: 1,244,810 shares 1,244,810 $415M 2.93% +169,047 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 244,235 shares; 2025Q1: 285,979 shares; 2025Q2: 324,438 shares; 2025Q3: 313,439 shares; 2025Q4: 383,021 shares; 2026Q1: 444,151 shares; 2026Q2: 545,605 shares; 2026Q3: 572,525 shares 572,525 $401M 2.84% +26,920 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 322,974 shares; 2025Q1: 479,890 shares; 2025Q2: 613,040 shares; 2025Q3: 802,003 shares; 2025Q4: 1,190,555 shares; 2026Q1: 1,280,750 shares; 2026Q2: 1,345,788 shares; 2026Q3: 1,449,871 shares 1,449,871 $331M 2.34% +104,083 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 652,889 shares; 2025Q1: 1,098,854 shares; 2025Q2: 2,140,323 shares; 2025Q3: 2,015,008 shares; 2025Q4: 2,615,643 shares; 2026Q1: 3,219,453 shares; 2026Q2: 3,516,435 shares; 2026Q3: 4,071,099 shares 4,071,099 $287M 2.03% +554,664 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; 2024Q4: 329,063 shares; 2025Q1: 316,058 shares; 2025Q2: 315,787 shares; 2025Q3: 2,220,435 shares; 2025Q4: 3,236,596 shares; 2026Q1: 4,020,264 shares; 2026Q2: 4,713,116 shares; 2026Q3: 4,992,574 shares 4,992,574 $279M 1.97% +279,458 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 545,134 shares; 2025Q1: 506,536 shares; 2025Q2: 457,631 shares; 2025Q3: 2,890,979 shares; 2025Q4: 3,972,127 shares; 2026Q1: 4,924,387 shares; 2026Q2: 5,939,378 shares; 2026Q3: 7,460,996 shares 7,460,996 $224M 1.58% +1,521,618 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,824 shares; 2025Q1: 77,896 shares; 2025Q2: 80,114 shares; 2025Q3: 287,791 shares; 2025Q4: 438,263 shares; 2026Q1: 558,234 shares; 2026Q2: 686,893 shares; 2026Q3: 964,758 shares 964,758 $208M 1.48% +277,865 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,746 shares; 2025Q1: 145,618 shares; 2025Q2: 176,385 shares; 2025Q3: 217,715 shares; 2025Q4: 291,626 shares; 2026Q1: 317,954 shares; 2026Q2: 343,272 shares; 2026Q3: 384,364 shares 384,364 $197M 1.4% +41,092 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175,798 shares; 2025Q1: 546,328 shares; 2025Q2: 630,981 shares; 2025Q3: 968,018 shares; 2025Q4: 1,053,185 shares; 2026Q1: 1,412,375 shares; 2026Q2: 1,561,558 shares; 2026Q3: 1,593,502 shares 1,593,502 $160M 1.14% +31,944 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 152,562 shares; 2025Q1: 204,311 shares; 2025Q2: 237,989 shares; 2025Q3: 324,477 shares; 2025Q4: 450,880 shares; 2026Q1: 488,519 shares; 2026Q2: 530,949 shares; 2026Q3: 605,644 shares 605,644 $151M 1.07% +74,695 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,087 shares; 2025Q1: 119,356 shares; 2025Q2: 151,866 shares; 2025Q3: 897,252 shares; 2025Q4: 1,063,335 shares; 2026Q1: 1,372,055 shares; 2026Q2: 1,628,320 shares; 2026Q3: 1,877,636 shares 1,877,636 $145M 1.03% +249,316 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,680,738 shares; 2025Q1: 2,021,255 shares; 2025Q2: 2,488,761 shares; 2025Q3: 1,537,501 shares; 2025Q4: 1,703,390 shares; 2026Q1: 2,164,194 shares; 2026Q2: 2,594,856 shares; 2026Q3: 3,214,129 shares 3,214,129 $142M 1% +619,273 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 231,760 shares; 2025Q1: 318,356 shares; 2025Q2: 334,340 shares; 2025Q3: 949,142 shares; 2025Q4: 1,278,606 shares; 2026Q1: 1,509,237 shares; 2026Q2: 1,579,899 shares; 2026Q3: 1,741,293 shares 1,741,293 $141M 1% +161,394 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,261 shares; 2025Q1: 56,247 shares; 2025Q2: 70,337 shares; 2025Q3: 108,996 shares; 2025Q4: 152,945 shares; 2026Q1: 156,104 shares; 2026Q2: 192,548 shares; 2026Q3: 174,381 shares 174,381 $129M 0.91% -18,167 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,849 shares; 2025Q1: 47,885 shares; 2025Q2: 208,041 shares; 2025Q3: 444,538 shares; 2025Q4: 738,524 shares; 2026Q1: 946,212 shares; 2026Q2: 1,118,491 shares; 2026Q3: 1,278,077 shares 1,278,077 $127M 0.9% +159,586 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; 2024Q4: 235,745 shares; 2025Q1: 306,182 shares; 2025Q2: 486,808 shares; 2025Q3: 1,613,938 shares; 2025Q4: 2,333,330 shares; 2026Q1: 3,393,218 shares; 2026Q2: 4,177,217 shares; 2026Q3: 4,847,123 shares 4,847,123 $116M 0.82% +669,906 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116,637 shares; 2025Q1: 143,514 shares; 2025Q2: 174,916 shares; 2025Q3: 220,778 shares; 2025Q4: 276,975 shares; 2026Q1: 287,688 shares; 2026Q2: 306,682 shares; 2026Q3: 331,413 shares 331,413 $114M 0.81% +24,731 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,563 shares; 2025Q1: 25,411 shares; 2025Q2: 25,278 shares; 2025Q3: 306,112 shares; 2025Q4: 472,813 shares; 2026Q1: 726,716 shares; 2026Q2: 913,046 shares; 2026Q3: 1,110,491 shares 1,110,491 $113M 0.8% +197,445 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239,051 shares; 2025Q1: 272,607 shares; 2025Q2: 479,548 shares; 2025Q3: 502,472 shares; 2025Q4: 659,156 shares; 2026Q1: 737,175 shares; 2026Q2: 792,656 shares; 2026Q3: 827,945 shares 827,945 $113M 0.8% +35,289 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,339 shares; 2025Q1: 101,237 shares; 2025Q2: 131,681 shares; 2025Q3: 159,961 shares; 2025Q4: 210,378 shares; 2026Q1: 232,503 shares; 2026Q2: 264,851 shares; 2026Q3: 309,531 shares 309,531 $105M 0.75% +44,680 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,894 shares; 2025Q1: 84,669 shares; 2025Q2: 80,151 shares; 2025Q3: 82,421 shares; 2025Q4: 98,508 shares; 2026Q1: 106,308 shares; 2026Q2: 135,693 shares; 2026Q3: 136,068 shares 136,068 $104M 0.73% +375 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; 2024Q4: 179,995 shares; 2025Q1: 249,390 shares; 2025Q2: 513,430 shares; 2025Q3: 541,467 shares; 2025Q4: 635,706 shares; 2026Q1: 640,580 shares; 2026Q2: 722,956 shares; 2026Q3: 1,188,672 shares 1,188,672 $97.7M 0.69% +465,716 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 308,917 shares; 2025Q1: 399,758 shares; 2025Q2: 436,238 shares; 2025Q3: 606,443 shares; 2025Q4: 1,042,266 shares; 2026Q1: 1,581,883 shares; 2026Q2: 1,532,405 shares; 2026Q3: 2,068,899 shares 2,068,899 $92M 0.65% +536,494 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,994 shares; 2025Q1: 69,284 shares; 2025Q2: 367,976 shares; 2025Q3: 541,304 shares; 2025Q4: 670,081 shares; 2026Q1: 514,985 shares; 2026Q2: 607,263 shares; 2026Q3: 902,351 shares 902,351 $81M 0.57% +295,088 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,241 shares; 2025Q1: 92,616 shares; 2025Q2: 105,303 shares; 2025Q3: 333,576 shares; 2025Q4: 444,918 shares; 2026Q1: 558,513 shares; 2026Q2: 629,767 shares; 2026Q3: 679,855 shares 679,855 $80.1M 0.57% +50,088 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,777 shares; 2025Q1: 155,606 shares; 2025Q2: 311,597 shares; 2025Q3: 458,429 shares; 2025Q4: 595,948 shares; 2026Q1: 748,163 shares; 2026Q2: 799,019 shares; 2026Q3: 850,340 shares 850,340 $79.9M 0.57% +51,321 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,125 shares; 2025Q1: 17,825 shares; 2025Q2: 23,495 shares; 2025Q3: 23,807 shares; 2025Q4: 31,145 shares; 2026Q1: 42,194 shares; 2026Q2: 43,809 shares; 2026Q3: 68,083 shares 68,083 $78.8M 0.56% +24,274 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,944 shares; 2025Q1: 95,409 shares; 2025Q2: 95,322 shares; 2025Q3: 168,192 shares; 2025Q4: 194,064 shares; 2026Q1: 222,568 shares; 2026Q2: 164,469 shares; 2026Q3: 199,184 shares 199,184 $74.5M 0.53% +34,715 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 422,029 shares; 2025Q1: 441,351 shares; 2025Q2: 504,444 shares; 2025Q3: 454,048 shares; 2025Q4: 476,523 shares; 2026Q1: 532,745 shares; 2026Q2: 618,645 shares; 2026Q3: 705,609 shares 705,609 $71.3M 0.5% +86,964 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,429 shares; 2025Q1: 56,127 shares; 2025Q2: 67,565 shares; 2025Q3: 73,578 shares; 2025Q4: 107,698 shares; 2026Q1: 121,991 shares; 2026Q2: 128,402 shares; 2026Q3: 142,453 shares 142,453 $70.9M 0.5% +14,051 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013,165 shares; 2025Q4: 1,285,819 shares; 2026Q1: 1,727,635 shares; 2026Q2: 2,051,921 shares; 2026Q3: 2,356,092 shares 2,356,092 $70.4M 0.5% +304,171 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,526 shares; 2025Q1: 60,417 shares; 2025Q2: 79,394 shares; 2025Q3: 108,445 shares; 2025Q4: 166,568 shares; 2026Q1: 172,570 shares; 2026Q2: 186,541 shares; 2026Q3: 196,120 shares 196,120 $68.9M 0.49% +9,579 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290 shares; 2025Q1: 50,957 shares; 2025Q2: 765,910 shares; 2025Q3: 767,709 shares; 2025Q4: 801,536 shares; 2026Q1: 793,313 shares; 2026Q2: 788,763 shares; 2026Q3: 789,995 shares 789,995 $67.5M 0.48% +1,232 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,943 shares; 2025Q1: 380,451 shares; 2025Q2: 313,128 shares; 2025Q3: 544,708 shares; 2025Q4: 680,889 shares; 2026Q1: 765,857 shares; 2026Q2: 591,783 shares; 2026Q3: 808,133 shares 808,133 $67.1M 0.47% +216,350 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,947 shares; 2025Q1: 12,405 shares; 2025Q2: 12,728 shares; 2025Q3: 22,064 shares; 2025Q4: 42,550 shares; 2026Q1: 51,417 shares; 2026Q2: 57,711 shares; 2026Q3: 62,973 shares 62,973 $67.1M 0.47% +5,262 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,998 shares; 2025Q1: 52,427 shares; 2025Q2: 80,565 shares; 2025Q3: 93,008 shares; 2025Q4: 145,045 shares; 2026Q1: 142,980 shares; 2026Q2: 167,272 shares; 2026Q3: 200,767 shares 200,767 $66.4M 0.47% +33,495 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,703 shares; 2025Q1: 30,837 shares; 2025Q2: 37,529 shares; 2025Q3: 50,665 shares; 2025Q4: 69,632 shares; 2026Q1: 71,065 shares; 2026Q2: 76,700 shares; 2026Q3: 87,330 shares 87,330 $63.3M 0.45% +10,630 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197,101 shares; 2025Q1: 250,691 shares; 2025Q2: 219,552 shares; 2025Q3: 392,289 shares; 2025Q4: 512,026 shares; 2026Q1: 597,945 shares; 2026Q2: 614,537 shares; 2026Q3: 628,287 shares 628,287 $62.3M 0.44% +13,750 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 245,961 shares; 2025Q1: 638,073 shares; 2025Q2: 681,534 shares; 2025Q3: 686,360 shares; 2025Q4: 918,231 shares; 2026Q1: 1,160,052 shares; 2026Q2: 1,310,887 shares; 2026Q3: 2,248,955 shares 2,248,955 $61.8M 0.44% +938,068 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; 2024Q4: 312,663 shares; 2025Q1: 420,487 shares; 2025Q2: 971,121 shares; 2025Q3: 585,859 shares; 2025Q4: 669,570 shares; 2026Q1: 797,017 shares; 2026Q2: 892,359 shares; 2026Q3: 947,740 shares 947,740 $59.7M 0.42% +55,381 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,932 shares; 2025Q1: 52,733 shares; 2025Q2: 78,098 shares; 2025Q3: 85,891 shares; 2025Q4: 139,357 shares; 2026Q1: 199,219 shares; 2026Q2: 212,151 shares; 2026Q3: 247,796 shares 247,796 $57.8M 0.41% +35,645 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; 2024Q4: 75 shares; 2025Q1: 1,893 shares; 2025Q2: 1,731 shares; 2025Q3: 72,961 shares; 2025Q4: 101,398 shares; 2026Q1: 137,840 shares; 2026Q2: 170,376 shares; 2026Q3: 189,555 shares 189,555 $55.4M 0.39% +19,179 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 213,371 shares; 2025Q1: 283,364 shares; 2025Q2: 304,067 shares; 2025Q3: 393,279 shares; 2025Q4: 478,796 shares; 2026Q1: 588,387 shares; 2026Q2: 636,517 shares; 2026Q3: 721,887 shares 721,887 $55.2M 0.39% +85,370 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 493,839 shares; 2025Q1: 700,385 shares; 2025Q2: 789,451 shares; 2025Q3: 678,543 shares; 2025Q4: 1,036,896 shares; 2026Q1: 1,343,731 shares; 2026Q2: 1,505,767 shares; 2026Q3: 1,667,995 shares 1,667,995 $54.3M 0.38% +162,228 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,899 shares; 2025Q1: 133,809 shares; 2025Q2: 330,146 shares; 2025Q3: 230,699 shares; 2025Q4: 668,964 shares; 2026Q1: 579,883 shares; 2026Q2: 580,568 shares; 2026Q3: 593,451 shares 593,451 $53.7M 0.38% +12,883 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 253,062 shares; 2025Q1: 815,260 shares; 2025Q2: 580,607 shares; 2025Q3: 754,657 shares; 2025Q4: 932,412 shares; 2026Q1: 738,514 shares; 2026Q2: 714,515 shares; 2026Q3: 763,071 shares 763,071 $53.5M 0.38% +48,556 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 298,767 shares; 2025Q1: 312,960 shares; 2025Q2: 358,276 shares; 2025Q3: 356,455 shares; 2025Q4: 702,893 shares; 2026Q1: 634,319 shares; 2026Q2: 607,759 shares; 2026Q3: 542,389 shares 542,389 $52.5M 0.37% -65,370 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,087 shares; 2025Q1: 19,641 shares; 2025Q2: 23,986 shares; 2025Q3: 51,717 shares; 2025Q4: 60,775 shares; 2026Q1: 78,144 shares; 2026Q2: 82,050 shares; 2026Q3: 85,375 shares 85,375 $52.2M 0.37% +3,325 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,353 shares; 2025Q1: 385,434 shares; 2025Q2: 428,616 shares; 2025Q3: 462,914 shares; 2025Q4: 668,618 shares; 2026Q1: 758,106 shares; 2026Q2: 887,030 shares; 2026Q3: 1,425,309 shares 1,425,309 $51.2M 0.36% +538,279 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,329 shares; 2025Q1: 46,063 shares; 2025Q2: 58,230 shares; 2025Q3: 73,164 shares; 2025Q4: 102,796 shares; 2026Q1: 111,942 shares; 2026Q2: 118,339 shares; 2026Q3: 142,649 shares 142,649 $50.6M 0.36% +24,310 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,642 shares; 2025Q1: 11,490 shares; 2025Q2: 20,847 shares; 2025Q3: 38,650 shares; 2025Q4: 97,737 shares; 2026Q1: 152,325 shares; 2026Q2: 626,783 shares; 2026Q3: 643,482 shares 643,482 $50.5M 0.36% +16,699 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 277,321 shares; 2025Q1: 368,731 shares; 2025Q2: 206,510 shares; 2025Q3: 293,366 shares; 2025Q4: 386,527 shares; 2026Q1: 332,587 shares; 2026Q2: 329,558 shares; 2026Q3: 332,750 shares 332,750 $47.3M 0.34% +3,192 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600,426 shares; 2025Q1: 692,343 shares; 2025Q2: 455,492 shares; 2025Q3: 575,366 shares; 2025Q4: 718,126 shares; 2026Q1: 620,709 shares; 2026Q2: 623,332 shares; 2026Q3: 634,151 shares 634,151 $43.9M 0.31% +10,819 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 267,759 shares 267,759 $43.6M 0.31% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130,175 shares; 2025Q1: 195,302 shares; 2025Q2: 239,903 shares; 2025Q3: 327,366 shares; 2025Q4: 460,086 shares; 2026Q1: 531,296 shares; 2026Q2: 563,919 shares; 2026Q3: 599,209 shares 599,209 $43.1M 0.31% +35,290 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,074 shares; 2025Q1: 17,595 shares; 2025Q2: 27,844 shares; 2025Q3: 63,654 shares; 2025Q4: 85,731 shares; 2026Q1: 138,415 shares; 2026Q2: 144,178 shares; 2026Q3: 140,911 shares 140,911 $42.9M 0.3% -3,267 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,528 shares; 2025Q1: 117,117 shares; 2025Q2: 130,776 shares; 2025Q3: 238,291 shares; 2025Q4: 318,955 shares; 2026Q1: 415,585 shares; 2026Q2: 468,870 shares; 2026Q3: 513,367 shares 513,367 $41.7M 0.3% +44,497 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,186 shares; 2025Q1: 46,067 shares; 2025Q2: 53,423 shares; 2025Q3: 61,742 shares; 2025Q4: 82,481 shares; 2026Q1: 92,013 shares; 2026Q2: 95,097 shares; 2026Q3: 115,647 shares 115,647 $41.6M 0.29% +20,550 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,559 shares; 2025Q1: 16,086 shares; 2025Q2: 18,117 shares; 2025Q3: 22,440 shares; 2025Q4: 58,353 shares; 2026Q1: 65,882 shares; 2026Q2: 455,234 shares; 2026Q3: 458,271 shares 458,271 $41.3M 0.29% +3,037 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; 2024Q4: 92,884 shares; 2025Q1: 284,413 shares; 2025Q2: 344,618 shares; 2025Q3: 409,933 shares; 2025Q4: 443,857 shares; 2026Q1: 761,956 shares; 2026Q2: 771,383 shares; 2026Q3: 817,426 shares 817,426 $41M 0.29% +46,043 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,897 shares; 2025Q1: 66,328 shares; 2025Q2: 75,824 shares; 2025Q3: 82,932 shares; 2025Q4: 106,454 shares; 2026Q1: 126,839 shares; 2026Q2: 135,612 shares; 2026Q3: 152,796 shares 152,796 $40.5M 0.29% +17,184 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 272,618 shares; 2025Q1: 227,140 shares; 2025Q2: 223,475 shares; 2025Q3: 271,939 shares; 2025Q4: 516,425 shares; 2026Q1: 669,207 shares; 2026Q2: 654,631 shares; 2026Q3: 680,585 shares 680,585 $40.4M 0.29% +25,954 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,082 shares; 2025Q1: 37,025 shares; 2025Q2: 31,694 shares; 2025Q3: 34,904 shares; 2025Q4: 96,118 shares; 2026Q1: 136,052 shares; 2026Q2: 204,500 shares; 2026Q3: 201,570 shares 201,570 $39.5M 0.28% -2,930 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,888 shares; 2025Q1: 229,311 shares; 2025Q2: 235,000 shares; 2025Q3: 255,963 shares; 2025Q4: 314,451 shares; 2026Q1: 342,550 shares; 2026Q2: 355,814 shares; 2026Q3: 379,489 shares 379,489 $39.4M 0.28% +23,675 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; 2024Q4: 168,789 shares; 2025Q1: 255,644 shares; 2025Q2: 255,605 shares; 2025Q3: 275,860 shares; 2025Q4: 271,431 shares; 2026Q1: 654,624 shares; 2026Q2: 607,616 shares; 2026Q3: 595,456 shares 595,456 $37.9M 0.27% -12,160 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,860 shares; 2025Q1: 90,427 shares; 2025Q2: 95,969 shares; 2025Q3: 162,176 shares; 2025Q4: 158,684 shares; 2026Q1: 167,192 shares; 2026Q2: 167,433 shares; 2026Q3: 180,397 shares 180,397 $37.5M 0.27% +12,964 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 458,716 shares; 2025Q1: 526,783 shares; 2025Q2: 519,845 shares; 2025Q3: 443,071 shares; 2025Q4: 499,196 shares; 2026Q1: 478,577 shares; 2026Q2: 488,716 shares; 2026Q3: 512,588 shares 512,588 $37.3M 0.26% +23,872 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,779 shares; 2025Q1: 187,715 shares; 2025Q2: 207,905 shares; 2025Q3: 257,473 shares; 2025Q4: 415,777 shares; 2026Q1: 563,358 shares; 2026Q2: 679,310 shares; 2026Q3: 743,488 shares 743,488 $34.8M 0.25% +64,178 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,362 shares; 2025Q1: 11,843 shares; 2025Q2: 12,842 shares; 2025Q3: 19,084 shares; 2025Q4: 31,684 shares; 2026Q1: 33,904 shares; 2026Q2: 38,184 shares; 2026Q3: 42,881 shares 42,881 $34.8M 0.25% +4,697 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,805 shares; 2025Q1: 34,192 shares; 2025Q2: 39,100 shares; 2025Q3: 47,658 shares; 2025Q4: 90,459 shares; 2026Q1: 107,770 shares; 2026Q2: 119,959 shares; 2026Q3: 132,821 shares 132,821 $34.7M 0.25% +12,862 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,919 shares; 2025Q1: 23,833 shares; 2025Q2: 26,790 shares; 2025Q3: 33,922 shares; 2025Q4: 39,454 shares; 2026Q1: 167,178 shares; 2026Q2: 171,729 shares; 2026Q3: 220,932 shares 220,932 $34.3M 0.24% +49,203 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212,263 shares; 2025Q1: 204,509 shares; 2025Q2: 218,741 shares; 2025Q3: 144,485 shares; 2025Q4: 223,933 shares; 2026Q1: 269,206 shares; 2026Q2: 276,853 shares; 2026Q3: 357,014 shares 357,014 $33.8M 0.24% +80,161 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197,154 shares; 2025Q1: 259,313 shares; 2025Q2: 228,910 shares; 2025Q3: 257,639 shares; 2025Q4: 319,942 shares; 2026Q1: 381,467 shares; 2026Q2: 388,136 shares; 2026Q3: 433,745 shares 433,745 $33.6M 0.24% +45,609 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,162 shares; 2025Q1: 127,174 shares; 2025Q2: 93,114 shares; 2025Q3: 112,577 shares; 2025Q4: 177,141 shares; 2026Q1: 158,047 shares; 2026Q2: 145,908 shares; 2026Q3: 144,325 shares 144,325 $32.9M 0.23% -1,583 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,101 shares; 2025Q1: 31,849 shares; 2025Q2: 32,882 shares; 2025Q3: 31,567 shares; 2025Q4: 98,756 shares; 2026Q1: 98,102 shares; 2026Q2: 225,819 shares; 2026Q3: 729,302 shares 729,302 $32.7M 0.23% +503,483 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,920 shares; 2025Q1: 1,710 shares; 2025Q2: 1,366 shares; 2025Q3: 1,304 shares; 2025Q4: 348,314 shares; 2026Q1: 362,171 shares; 2026Q2: 366,544 shares; 2026Q3: 390,407 shares 390,407 $32.1M 0.23% +23,863 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,752 shares; 2025Q1: 90,290 shares; 2025Q2: 94,662 shares; 2025Q3: 105,983 shares; 2025Q4: 123,947 shares; 2026Q1: 135,879 shares; 2026Q2: 148,219 shares; 2026Q3: 157,121 shares 157,121 $32.1M 0.23% +8,902 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; 2024Q4: 40,999 shares; 2025Q1: 172,893 shares; 2025Q2: 107,476 shares; 2025Q3: 160,870 shares; 2025Q4: 303,933 shares; 2026Q1: 739,944 shares; 2026Q2: 955,584 shares; 2026Q3: 983,562 shares 983,562 $32M 0.23% +27,978 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 436,886 shares; 2025Q1: 426,417 shares; 2025Q2: 421,576 shares; 2025Q3: 448,606 shares; 2025Q4: 477,636 shares; 2026Q1: 561,231 shares; 2026Q2: 582,567 shares; 2026Q3: 577,232 shares 577,232 $31.7M 0.22% -5,335 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,896 shares; 2025Q1: 296,597 shares; 2025Q2: 302,884 shares; 2025Q3: 349,139 shares; 2025Q4: 386,668 shares; 2026Q1: 507,713 shares; 2026Q2: 502,954 shares; 2026Q3: 828,193 shares 828,193 $31.1M 0.22% +325,239 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,949 shares; 2025Q1: 116,187 shares; 2025Q2: 473,705 shares; 2025Q3: 735,282 shares; 2025Q4: 810,578 shares; 2026Q1: 924,800 shares; 2026Q2: 976,402 shares; 2026Q3: 1,009,744 shares 1,009,744 $31.1M 0.22% +33,342 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,863 shares; 2025Q1: 37,917 shares; 2025Q2: 132,153 shares; 2025Q3: 148,397 shares; 2025Q4: 162,305 shares; 2026Q1: 149,527 shares; 2026Q2: 148,332 shares; 2026Q3: 164,891 shares 164,891 $30.8M 0.22% +16,559 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,072 shares; 2025Q1: 13,134 shares; 2025Q2: 21,057 shares; 2025Q3: 26,383 shares; 2025Q4: 45,753 shares; 2026Q1: 49,071 shares; 2026Q2: 58,502 shares; 2026Q3: 67,305 shares 67,305 $30.7M 0.22% +8,803 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177,047 shares; 2025Q1: 258,131 shares; 2025Q2: 182,195 shares; 2025Q3: 208,795 shares; 2025Q4: 208,567 shares; 2026Q1: 201,135 shares; 2026Q2: 139,887 shares; 2026Q3: 136,832 shares 136,832 $30.4M 0.22% -3,055 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194,183 shares; 2025Q1: 205,008 shares; 2025Q2: 221,840 shares; 2025Q3: 278,272 shares; 2025Q4: 687,395 shares; 2026Q1: 692,789 shares; 2026Q2: 664,235 shares; 2026Q3: 687,489 shares 687,489 $29.8M 0.21% +23,254 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,615 shares; 2025Q1: 379,089 shares; 2025Q2: 406,546 shares; 2025Q3: 398,900 shares; 2025Q4: 507,880 shares; 2026Q1: 568,613 shares; 2026Q2: 643,155 shares; 2026Q3: 890,366 shares 890,366 $29.7M 0.21% +247,211 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,733 shares; 2025Q1: 15,790 shares; 2025Q2: 18,433 shares; 2025Q3: 22,310 shares; 2025Q4: 39,450 shares; 2026Q1: 65,880 shares; 2026Q2: 80,658 shares; 2026Q3: 77,725 shares 77,725 $29.6M 0.21% -2,933 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153,806 shares; 2025Q1: 203,446 shares; 2025Q2: 235,580 shares; 2025Q3: 300,836 shares; 2025Q4: 341,525 shares; 2026Q1: 310,421 shares; 2026Q2: 340,243 shares; 2026Q3: 510,487 shares 510,487 $29.4M 0.21% +170,244 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,302 shares; 2025Q1: 9,704 shares; 2025Q2: 13,190 shares; 2025Q3: 16,687 shares; 2025Q4: 21,135 shares; 2026Q1: 24,019 shares; 2026Q2: 27,536 shares; 2026Q3: 32,263 shares 32,263 $29.4M 0.21% +4,727 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99,521 shares; 2025Q1: 208,172 shares; 2025Q2: 212,183 shares; 2025Q3: 255,202 shares; 2025Q4: 345,737 shares; 2026Q1: 568,116 shares; 2026Q2: 579,720 shares; 2026Q3: 624,004 shares 624,004 $29M 0.21% +44,284 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,882 shares; 2025Q1: 10,989 shares; 2025Q2: 18,134 shares; 2025Q3: 23,352 shares; 2025Q4: 31,928 shares; 2026Q1: 40,952 shares; 2026Q2: 60,954 shares; 2026Q3: 70,689 shares 70,689 $28.1M 0.2% +9,735 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,198 shares; 2025Q1: 14,946 shares; 2025Q2: 16,575 shares; 2025Q3: 19,769 shares; 2025Q4: 28,380 shares; 2026Q1: 32,606 shares; 2026Q2: 34,560 shares; 2026Q3: 50,535 shares 50,535 $27.9M 0.2% +15,975 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,710 shares; 2025Q1: 23,712 shares; 2025Q2: 28,093 shares; 2025Q3: 30,802 shares; 2025Q4: 54,957 shares; 2026Q1: 93,857 shares; 2026Q2: 92,382 shares; 2026Q3: 98,319 shares 98,319 $27.3M 0.19% +5,937 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 381 shares; 2025Q3: 1,683 shares; 2025Q4: 91,758 shares; 2026Q1: 78,907 shares; 2026Q2: 273,588 shares; 2026Q3: 273,415 shares 273,415 $26.6M 0.19% -173 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,211 shares; 2025Q1: 192,371 shares; 2025Q2: 245,567 shares; 2025Q3: 310,558 shares; 2025Q4: 407,901 shares; 2026Q1: 256,824 shares; 2026Q2: 294,898 shares; 2026Q3: 287,740 shares 287,740 $26.4M 0.19% -7,158 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,029 shares; 2025Q1: 91,303 shares; 2025Q2: 130,762 shares; 2025Q3: 173,228 shares; 2025Q4: 189,100 shares; 2026Q1: 207,806 shares; 2026Q2: 191,897 shares; 2026Q3: 219,204 shares 219,204 $26.4M 0.19% +27,307 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,677 shares; 2025Q1: 156,418 shares; 2025Q2: 101,487 shares; 2025Q3: 126,633 shares; 2025Q4: 171,575 shares; 2026Q1: 298,181 shares; 2026Q2: 299,942 shares; 2026Q3: 335,926 shares 335,926 $26.2M 0.19% +35,984 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 393,050 shares; 2025Q1: 412,826 shares; 2025Q2: 376,442 shares; 2025Q3: 417,120 shares; 2025Q4: 594,483 shares; 2026Q1: 480,438 shares; 2026Q2: 351,408 shares; 2026Q3: 329,452 shares 329,452 $26.1M 0.18% -21,956 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,149 shares; 2025Q1: 19,020 shares; 2025Q2: 22,481 shares; 2025Q3: 29,004 shares; 2025Q4: 46,216 shares; 2026Q1: 51,977 shares; 2026Q2: 205,814 shares; 2026Q3: 204,145 shares 204,145 $25.6M 0.18% -1,669 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,505 shares; 2025Q1: 78,990 shares; 2025Q2: 78,086 shares; 2025Q3: 90,071 shares; 2025Q4: 108,268 shares; 2026Q1: 135,678 shares; 2026Q2: 159,364 shares; 2026Q3: 171,947 shares 171,947 $25M 0.18% +12,583 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,584 shares; 2025Q1: 14,334 shares; 2025Q2: 36,094 shares; 2025Q3: 46,680 shares; 2025Q4: 278,902 shares; 2026Q1: 778,937 shares; 2026Q2: 655,948 shares; 2026Q3: 494,091 shares 494,091 $24.9M 0.18% -161,857 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,535 shares; 2025Q1: 42,279 shares; 2025Q2: 43,883 shares; 2025Q3: 55,376 shares; 2025Q4: 112,126 shares; 2026Q1: 136,053 shares; 2026Q2: 134,664 shares; 2026Q3: 145,757 shares 145,757 $24.2M 0.17% +11,093 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; 2024Q4: 287,834 shares; 2025Q1: 333,882 shares; 2025Q2: 285,416 shares; 2025Q3: 241,276 shares; 2025Q4: 246,375 shares; 2026Q1: 328,613 shares; 2026Q2: 322,771 shares; 2026Q3: 426,823 shares 426,823 $24.2M 0.17% +104,052 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,070 shares; 2025Q1: 23,187 shares; 2025Q2: 25,892 shares; 2025Q3: 24,164 shares; 2025Q4: 31,999 shares; 2026Q1: 53,433 shares; 2026Q2: 63,951 shares; 2026Q3: 228,583 shares 228,583 $23M 0.16% +164,632 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,055 shares; 2025Q1: 78,161 shares; 2025Q2: 99,227 shares; 2025Q3: 115,637 shares; 2025Q4: 155,848 shares; 2026Q1: 160,183 shares; 2026Q2: 202,720 shares; 2026Q3: 211,852 shares 211,852 $22.8M 0.16% +9,132 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,219 shares; 2025Q1: 5,668 shares; 2025Q2: 9,215 shares; 2025Q3: 9,892 shares; 2025Q4: 16,840 shares; 2026Q1: 16,400 shares; 2026Q2: 19,204 shares; 2026Q3: 86,086 shares 86,086 $22.8M 0.16% +66,882 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; 2024Q4: 22,376 shares; 2025Q1: 126,003 shares; 2025Q2: 154,854 shares; 2025Q3: 176,237 shares; 2025Q4: 178,933 shares; 2026Q1: 183,169 shares; 2026Q2: 191,510 shares; 2026Q3: 368,611 shares 368,611 $22.5M 0.16% +177,101 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,609 shares; 2025Q1: 9,224 shares; 2025Q2: 30,436 shares; 2025Q3: 40,623 shares; 2025Q4: 86,623 shares; 2026Q1: 184,316 shares; 2026Q2: 426,491 shares; 2026Q3: 458,445 shares 458,445 $22.4M 0.16% +31,954 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,918 shares; 2026Q2: 433,252 shares; 2026Q3: 611,323 shares 611,323 $22.2M 0.16% +178,071 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; 2024Q4: 76,098 shares; 2025Q1: 122,889 shares; 2025Q2: 99,502 shares; 2025Q3: 145,940 shares; 2025Q4: 226,694 shares; 2026Q1: 268,647 shares; 2026Q2: 325,065 shares; 2026Q3: 332,689 shares 332,689 $22.1M 0.16% +7,624 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,834 shares; 2025Q1: 26,010 shares; 2025Q2: 33,116 shares; 2025Q3: 38,298 shares; 2025Q4: 46,207 shares; 2026Q1: 51,500 shares; 2026Q2: 56,239 shares; 2026Q3: 77,207 shares 77,207 $22M 0.16% +20,968 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,572 shares; 2025Q1: 6,028 shares; 2025Q2: 11,920 shares; 2025Q3: 13,934 shares; 2025Q4: 15,798 shares; 2026Q1: 16,658 shares; 2026Q2: 165,459 shares; 2026Q3: 174,513 shares 174,513 $21.9M 0.16% +9,054 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,773 shares; 2025Q1: 21,765 shares; 2025Q2: 20,120 shares; 2025Q3: 30,525 shares; 2025Q4: 49,779 shares; 2026Q1: 54,374 shares; 2026Q2: 58,476 shares; 2026Q3: 65,941 shares 65,941 $21.7M 0.15% +7,465 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,824 shares; 2025Q1: 72,459 shares; 2025Q2: 63,888 shares; 2025Q3: 67,422 shares; 2025Q4: 259,992 shares; 2026Q1: 214,178 shares; 2026Q2: 210,110 shares; 2026Q3: 252,194 shares 252,194 $21.4M 0.15% +42,084 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,073 shares; 2025Q1: 42,383 shares; 2025Q2: 76,753 shares; 2025Q3: 99,342 shares; 2025Q4: 147,565 shares; 2026Q1: 344,966 shares; 2026Q2: 394,888 shares; 2026Q3: 420,309 shares 420,309 $21.2M 0.15% +25,421 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116,550 shares; 2025Q1: 155,017 shares; 2025Q2: 154,220 shares; 2025Q3: 156,256 shares; 2025Q4: 172,022 shares; 2026Q1: 183,613 shares; 2026Q2: 183,302 shares; 2026Q3: 186,738 shares 186,738 $20.6M 0.15% +3,436 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; 2024Q4: 125,593 shares; 2025Q1: 196,962 shares; 2025Q2: 147,259 shares; 2025Q3: 185,545 shares; 2025Q4: 321,728 shares; 2026Q1: 402,307 shares; 2026Q2: 387,508 shares; 2026Q3: 404,435 shares 404,435 $20.5M 0.15% +16,927 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,662 shares; 2025Q1: 16,268 shares; 2025Q2: 20,739 shares; 2025Q3: 31,182 shares; 2025Q4: 47,769 shares; 2026Q1: 72,588 shares; 2026Q2: 71,859 shares; 2026Q3: 398,536 shares 398,536 $20.1M 0.14% +326,677 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 404,925 shares; 2025Q1: 492,523 shares; 2025Q2: 470,245 shares; 2025Q3: 466,029 shares; 2025Q4: 827,918 shares; 2026Q1: 902,012 shares; 2026Q2: 959,649 shares; 2026Q3: 915,779 shares 915,779 $20M 0.14% -43,870 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,930 shares; 2025Q1: 291,905 shares; 2025Q2: 229,732 shares; 2025Q3: 241,884 shares; 2025Q4: 269,832 shares; 2026Q1: 629,547 shares; 2026Q2: 537,855 shares; 2026Q3: 497,291 shares 497,291 $20M 0.14% -40,564 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,985 shares; 2025Q1: 24,023 shares; 2025Q2: 26,596 shares; 2025Q3: 30,490 shares; 2025Q4: 44,315 shares; 2026Q1: 50,100 shares; 2026Q2: 50,766 shares; 2026Q3: 68,876 shares 68,876 $19.6M 0.14% +18,110 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,231 shares; 2025Q1: 34,148 shares; 2025Q2: 27,778 shares; 2025Q3: 206,209 shares; 2025Q4: 258,666 shares; 2026Q1: 326,935 shares; 2026Q2: 407,509 shares; 2026Q3: 115,280 shares 115,280 $19.4M 0.14% -292,229 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; 2024Q4: 4,524 shares; 2025Q1: 342,194 shares; 2025Q2: 305,219 shares; 2025Q3: 322,015 shares; 2025Q4: 551,263 shares; 2026Q1: 611,688 shares; 2026Q2: 497,251 shares; 2026Q3: 523,709 shares 523,709 $19.4M 0.14% +26,458 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 255,399 shares; 2025Q1: 310,086 shares; 2025Q2: 306,049 shares; 2025Q3: 261,131 shares; 2025Q4: 266,948 shares; 2026Q1: 399,043 shares; 2026Q2: 395,727 shares; 2026Q3: 381,270 shares 381,270 $19.3M 0.14% -14,457 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,430 shares; 2025Q1: 4,033 shares; 2025Q2: 4,490 shares; 2025Q3: 5,683 shares; 2025Q4: 7,188 shares; 2026Q1: 8,969 shares; 2026Q2: 8,927 shares; 2026Q3: 10,642 shares 10,642 $19.3M 0.14% +1,715 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,975 shares; 2025Q1: 40,160 shares; 2025Q2: 83,667 shares; 2025Q3: 65,704 shares; 2025Q4: 97,818 shares; 2026Q1: 121,892 shares; 2026Q2: 120,685 shares; 2026Q3: 132,641 shares 132,641 $19.3M 0.14% +11,956 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,833 shares; 2025Q1: 7,595 shares; 2025Q2: 11,134 shares; 2025Q3: 15,648 shares; 2025Q4: 26,212 shares; 2026Q1: 29,634 shares; 2026Q2: 32,370 shares; 2026Q3: 37,614 shares 37,614 $19.2M 0.14% +5,244 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,470 shares; 2025Q1: 181,178 shares; 2025Q2: 598,921 shares; 2025Q3: 354,189 shares; 2025Q4: 702,065 shares; 2026Q1: 419,902 shares; 2026Q2: 438,510 shares; 2026Q3: 404,589 shares 404,589 $19.2M 0.14% -33,921 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,301 shares; 2025Q1: 40,816 shares; 2025Q2: 59,821 shares; 2025Q3: 86,507 shares; 2025Q4: 207,389 shares; 2026Q1: 344,513 shares; 2026Q2: 365,072 shares; 2026Q3: 388,184 shares 388,184 $19.1M 0.14% +23,112 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 837 shares; 2025Q1: 735 shares; 2025Q2: 3,306 shares; 2025Q3: 35,810 shares; 2025Q4: 45,788 shares; 2026Q1: 149,620 shares; 2026Q2: 148,265 shares; 2026Q3: 223,724 shares 223,724 $18.8M 0.13% +75,459 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,011 shares; 2025Q1: 114,137 shares; 2025Q2: 131,386 shares; 2025Q3: 160,430 shares; 2025Q4: 249,524 shares; 2026Q1: 290,826 shares; 2026Q2: 311,760 shares; 2026Q3: 344,140 shares 344,140 $18.7M 0.13% +32,380 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,173 shares; 2025Q1: 143,451 shares; 2025Q2: 334,826 shares; 2025Q3: 91,488 shares; 2025Q4: 160,465 shares; 2026Q1: 251,508 shares; 2026Q2: 325,869 shares; 2026Q3: 365,253 shares 365,253 $18.4M 0.13% +39,384 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,942 shares; 2025Q1: 178,692 shares; 2025Q2: 298,704 shares; 2025Q3: 393,482 shares; 2025Q4: 447,613 shares; 2026Q1: 614,052 shares; 2026Q2: 727,550 shares; 2026Q3: 778,257 shares 778,257 $18.3M 0.13% +50,707 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; 2024Q4: 30,265 shares; 2025Q1: 102,646 shares; 2025Q2: 86,779 shares; 2025Q3: 83,485 shares; 2025Q4: 89,881 shares; 2026Q1: 87,880 shares; 2026Q2: 99,664 shares; 2026Q3: 209,458 shares 209,458 $18.2M 0.13% +109,794 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,654 shares; 2025Q1: 61,406 shares; 2025Q2: 71,831 shares; 2025Q3: 72,732 shares; 2025Q4: 105,101 shares; 2026Q1: 111,900 shares; 2026Q2: 128,149 shares; 2026Q3: 132,055 shares 132,055 $18.1M 0.13% +3,906 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,694 shares; 2025Q1: 79,163 shares; 2025Q2: 119,423 shares; 2025Q3: 148,681 shares; 2025Q4: 208,341 shares; 2026Q1: 252,394 shares; 2026Q2: 329,780 shares; 2026Q3: 391,310 shares 391,310 $17.9M 0.13% +61,530 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,839 shares; 2025Q1: 41,860 shares; 2025Q2: 56,749 shares; 2025Q3: 59,720 shares; 2025Q4: 83,069 shares; 2026Q1: 81,121 shares; 2026Q2: 84,539 shares; 2026Q3: 96,865 shares 96,865 $17.8M 0.13% +12,326 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,042 shares; 2025Q1: 12,801 shares; 2025Q2: 13,877 shares; 2025Q3: 17,035 shares; 2025Q4: 28,191 shares; 2026Q1: 31,874 shares; 2026Q2: 34,711 shares; 2026Q3: 42,109 shares 42,109 $17.7M 0.13% +7,398 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; 2024Q4: 45,757 shares; 2025Q1: 47,948 shares; 2025Q2: 53,076 shares; 2025Q3: 51,161 shares; 2025Q4: 76,278 shares; 2026Q1: 128,995 shares; 2026Q2: 139,685 shares; 2026Q3: 196,955 shares 196,955 $17.7M 0.13% +57,270 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,088 shares; 2025Q1: 12,859 shares; 2025Q2: 43,154 shares; 2025Q3: 46,282 shares; 2025Q4: 49,157 shares; 2026Q1: 43,913 shares; 2026Q2: 24,800 shares; 2026Q3: 32,808 shares 32,808 $17.6M 0.12% +8,008 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 253,230 shares; 2025Q1: 352,630 shares; 2025Q2: 376,710 shares; 2025Q3: 380,357 shares; 2025Q4: 538,826 shares; 2026Q1: 439,619 shares; 2026Q2: 468,804 shares; 2026Q3: 518,625 shares 518,625 $17.6M 0.12% +49,821 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,840 shares; 2025Q1: 181,026 shares; 2025Q2: 142,004 shares; 2025Q3: 54,598 shares; 2025Q4: 337,987 shares; 2026Q1: 321,496 shares; 2026Q2: 203,620 shares; 2026Q3: 302,533 shares 302,533 $17M 0.12% +98,913 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,987 shares; 2025Q1: 54,967 shares; 2025Q2: 69,481 shares; 2025Q3: 80,812 shares; 2025Q4: 111,598 shares; 2026Q1: 136,666 shares; 2026Q2: 161,185 shares; 2026Q3: 197,252 shares 197,252 $17M 0.12% +36,067 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,967 shares; 2025Q1: 113,968 shares; 2025Q2: 86,396 shares; 2025Q3: 145,665 shares; 2025Q4: 204,543 shares; 2026Q1: 290,504 shares; 2026Q2: 338,279 shares; 2026Q3: 355,489 shares 355,489 $16.8M 0.12% +17,210 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 207,942 shares; 2025Q1: 173,261 shares; 2025Q2: 118,617 shares; 2025Q3: 91,815 shares; 2025Q4: 109,308 shares; 2026Q1: 146,533 shares; 2026Q2: 163,530 shares; 2026Q3: 140,173 shares 140,173 $16.8M 0.12% -23,357 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,772 shares; 2025Q1: 212,370 shares; 2025Q2: 199,258 shares; 2025Q3: 222,513 shares; 2025Q4: 263,490 shares; 2026Q1: 312,978 shares; 2026Q2: 297,450 shares; 2026Q3: 319,438 shares 319,438 $16.7M 0.12% +21,988 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,342 shares; 2025Q1: 7,786 shares; 2025Q2: 8,042 shares; 2025Q3: 9,998 shares; 2025Q4: 60,594 shares; 2026Q1: 47,625 shares; 2026Q2: 42,306 shares; 2026Q3: 39,838 shares 39,838 $16.6M 0.12% -2,468 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,268 shares; 2025Q1: 56,491 shares; 2025Q2: 72,418 shares; 2025Q3: 71,965 shares; 2025Q4: 68,608 shares; 2026Q1: 66,870 shares; 2026Q2: 71,702 shares; 2026Q3: 134,665 shares 134,665 $16.6M 0.12% +62,963 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,491 shares; 2025Q4: 17,507 shares; 2026Q1: 261,973 shares; 2026Q2: 275,302 shares; 2026Q3: 310,827 shares 310,827 $16.5M 0.12% +35,525 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,623 shares; 2025Q1: 18,270 shares; 2025Q2: 39,613 shares; 2025Q3: 40,865 shares; 2025Q4: 108,621 shares; 2026Q1: 123,258 shares; 2026Q2: 120,429 shares; 2026Q3: 150,923 shares 150,923 $16.5M 0.12% +30,494 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,155 shares; 2025Q1: 13,269 shares; 2025Q2: 10,935 shares; 2025Q3: 20,449 shares; 2025Q4: 359,069 shares; 2026Q1: 263,966 shares; 2026Q2: 329,163 shares; 2026Q3: 364,915 shares 364,915 $16.4M 0.12% +35,752 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,560 shares; 2025Q1: 23,510 shares; 2025Q2: 25,420 shares; 2025Q3: 25,121 shares; 2025Q4: 39,839 shares; 2026Q1: 42,027 shares; 2026Q2: 42,368 shares; 2026Q3: 46,101 shares 46,101 $16.2M 0.11% +3,733 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 959 shares; 2025Q4: 1,770 shares; 2026Q1: 5,140 shares; 2026Q2: 7,869 shares; 2026Q3: 9,292 shares 9,292 $16.2M 0.11% +1,423 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,724 shares; 2025Q1: 5,791 shares; 2025Q2: 6,498 shares; 2025Q3: 10,096 shares; 2025Q4: 9,770 shares; 2026Q1: 13,291 shares; 2026Q2: 15,286 shares; 2026Q3: 17,445 shares 17,445 $16.1M 0.11% +2,159 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,021 shares; 2025Q1: 13,128 shares; 2025Q2: 14,905 shares; 2025Q3: 19,408 shares; 2025Q4: 418,645 shares; 2026Q1: 410,529 shares; 2026Q2: 447,338 shares; 2026Q3: 471,362 shares 471,362 $15.9M 0.11% +24,024 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,542 shares; 2025Q1: 87,794 shares; 2025Q2: 96,603 shares; 2025Q3: 120,157 shares; 2025Q4: 138,370 shares; 2026Q1: 149,298 shares; 2026Q2: 173,897 shares; 2026Q3: 195,700 shares 195,700 $15.7M 0.11% +21,803 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,079 shares; 2025Q1: 26,665 shares; 2025Q2: 33,724 shares; 2025Q3: 40,878 shares; 2025Q4: 56,559 shares; 2026Q1: 61,853 shares; 2026Q2: 77,888 shares; 2026Q3: 81,642 shares 81,642 $15.6M 0.11% +3,754 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,195 shares; 2025Q1: 85,290 shares; 2025Q2: 135,499 shares; 2025Q3: 140,222 shares; 2025Q4: 220,774 shares; 2026Q1: 264,455 shares; 2026Q2: 395,297 shares; 2026Q3: 545,850 shares 545,850 $15.6M 0.11% +150,553 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,339 shares; 2025Q1: 17,360 shares; 2025Q2: 50,546 shares; 2025Q3: 105,281 shares; 2025Q4: 152,464 shares; 2026Q1: 202,942 shares; 2026Q2: 260,393 shares; 2026Q3: 305,286 shares 305,286 $15.4M 0.11% +44,893 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 112 shares; 2025Q2: 3,477 shares; 2025Q3: 14,644 shares; 2025Q4: 12,967 shares; 2026Q1: 39,077 shares; 2026Q2: 68,340 shares; 2026Q3: 202,005 shares 202,005 $15.3M 0.11% +133,665 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,614 shares; 2025Q1: 35,941 shares; 2025Q2: 32,653 shares; 2025Q3: 26,942 shares; 2025Q4: 190,389 shares; 2026Q1: 392,285 shares; 2026Q2: 374,596 shares; 2026Q3: 607,667 shares 607,667 $15.3M 0.11% +233,071 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,939 shares; 2026Q2: 204,125 shares; 2026Q3: 306,365 shares 306,365 $15M 0.11% +102,240 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,228 shares; 2025Q1: 26,892 shares; 2025Q2: 29,483 shares; 2025Q3: 31,851 shares; 2025Q4: 52,169 shares; 2026Q1: 53,396 shares; 2026Q2: 64,251 shares; 2026Q3: 67,827 shares 67,827 $14.9M 0.11% +3,576 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,275 shares; 2025Q1: 18,797 shares; 2025Q2: 23,134 shares; 2025Q3: 25,893 shares; 2025Q4: 36,465 shares; 2026Q1: 43,478 shares; 2026Q2: 60,562 shares; 2026Q3: 64,365 shares 64,365 $14.8M 0.1% +3,803 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,306 shares; 2025Q1: 103,219 shares; 2025Q2: 73,284 shares; 2025Q3: 57,332 shares; 2025Q4: 60,006 shares; 2026Q1: 66,391 shares; 2026Q2: 61,699 shares; 2026Q3: 55,713 shares 55,713 $14.8M 0.1% -5,986 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,079 shares; 2025Q1: 61,614 shares; 2025Q2: 38,438 shares; 2025Q3: 503,950 shares; 2025Q4: 611,402 shares; 2026Q1: 884,922 shares; 2026Q2: 983,664 shares; 2026Q3: 274,985 shares 274,985 $14.7M 0.1% -708,679 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,717 shares; 2025Q1: 28,951 shares; 2025Q2: 104,120 shares; 2025Q3: 120,967 shares; 2025Q4: 168,386 shares; 2026Q1: 99,013 shares; 2026Q2: 133,998 shares; 2026Q3: 141,145 shares 141,145 $14.7M 0.1% +7,147 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,187 shares; 2025Q3: 201,801 shares; 2025Q4: 322,376 shares; 2026Q1: 359,498 shares; 2026Q2: 316,195 shares; 2026Q3: 310,029 shares 310,029 $14.6M 0.1% -6,166 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,196 shares; 2025Q1: 163,317 shares; 2025Q2: 156,803 shares; 2025Q3: 135,442 shares; 2025Q4: 134,161 shares; 2026Q1: 178,898 shares; 2026Q2: 172,137 shares; 2026Q3: 162,265 shares 162,265 $14.5M 0.1% -9,872 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; 2024Q4: 704,070 shares; 2025Q1: 857,993 shares; 2025Q2: 1,358,931 shares; 2025Q3: 439,739 shares; 2025Q4: 445,191 shares; 2026Q1: 575,522 shares; 2026Q2: 633,578 shares; 2026Q3: 642,724 shares 642,724 $14.5M 0.1% +9,146 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,500 shares; 2025Q1: 53,075 shares; 2025Q2: 59,580 shares; 2025Q3: 88,146 shares; 2025Q4: 97,897 shares; 2026Q1: 114,931 shares; 2026Q2: 131,596 shares; 2026Q3: 143,165 shares 143,165 $14.4M 0.1% +11,569 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,347 shares; 2025Q1: 18,263 shares; 2025Q2: 20,624 shares; 2025Q3: 29,433 shares; 2025Q4: 47,965 shares; 2026Q1: 57,819 shares; 2026Q2: 72,490 shares; 2026Q3: 108,528 shares 108,528 $14.4M 0.1% +36,038 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 416,783 shares; 2025Q1: 281,247 shares; 2025Q2: 259,544 shares; 2025Q3: 236,423 shares; 2025Q4: 533,218 shares; 2026Q1: 664,015 shares; 2026Q2: 677,248 shares; 2026Q3: 592,259 shares 592,259 $14.1M 0.1% -84,989 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; 2024Q4: 14,518 shares; 2025Q1: 56,547 shares; 2025Q2: 56,445 shares; 2025Q3: 91,483 shares; 2025Q4: 158,024 shares; 2026Q1: 166,064 shares; 2026Q2: 168,167 shares; 2026Q3: 179,604 shares 179,604 $14.1M 0.1% +11,437 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,524 shares; 2025Q1: 44,067 shares; 2025Q2: 42,746 shares; 2025Q3: 47,358 shares; 2025Q4: 59,092 shares; 2026Q1: 62,300 shares; 2026Q2: 70,571 shares; 2026Q3: 75,001 shares 75,001 $13.9M 0.1% +4,430 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,640 shares; 2025Q1: 4,113 shares; 2025Q2: 6,348 shares; 2025Q3: 6,807 shares; 2025Q4: 8,976 shares; 2026Q1: 10,739 shares; 2026Q2: 12,713 shares; 2026Q3: 14,566 shares 14,566 $13.8M 0.1% +1,853 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; 2024Q4: 464 shares; 2025Q1: 167,333 shares; 2025Q2: 224,818 shares; 2025Q3: 168,256 shares; 2025Q4: 164,481 shares; 2026Q1: 152,060 shares; 2026Q2: 156,075 shares; 2026Q3: 150,094 shares 150,094 $13.8M 0.1% -5,981 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,423 shares; 2025Q1: 14,482 shares; 2025Q2: 18,668 shares; 2025Q3: 23,081 shares; 2025Q4: 31,044 shares; 2026Q1: 34,670 shares; 2026Q2: 37,058 shares; 2026Q3: 43,115 shares 43,115 $13.5M 0.1% +6,057 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 311,605 shares; 2025Q1: 370,300 shares; 2025Q2: 270,423 shares; 2025Q3: 216,109 shares; 2025Q4: 222,781 shares; 2026Q1: 207,565 shares; 2026Q2: 201,394 shares; 2026Q3: 289,601 shares 289,601 $13.4M 0.1% +88,207 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 4,806 shares; 2025Q4: 66,671 shares; 2026Q1: 76,229 shares; 2026Q2: 111,983 shares; 2026Q3: 299,015 shares 299,015 $13.3M 0.09% +187,032 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,229 shares; 2025Q1: 44,067 shares; 2025Q2: 30,955 shares; 2025Q3: 138,312 shares; 2025Q4: 175,808 shares; 2026Q1: 213,851 shares; 2026Q2: 307,187 shares; 2026Q3: 601,449 shares 601,449 $13.3M 0.09% +294,262 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,346 shares; 2025Q1: 5,761 shares; 2025Q2: 8,076 shares; 2025Q3: 12,596 shares; 2025Q4: 157,737 shares; 2026Q1: 190,257 shares; 2026Q2: 177,584 shares; 2026Q3: 190,144 shares 190,144 $13.2M 0.09% +12,560 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,979 shares; 2025Q1: 46,036 shares; 2025Q2: 26,993 shares; 2025Q3: 53,717 shares; 2025Q4: 62,035 shares; 2026Q1: 99,335 shares; 2026Q2: 102,795 shares; 2026Q3: 101,480 shares 101,480 $13M 0.09% -1,315 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; 2024Q4: 24,244 shares; 2025Q1: 137,365 shares; 2025Q2: 17,271 shares; 2025Q3: 15,986 shares; 2025Q4: 186,532 shares; 2026Q1: 179,340 shares; 2026Q2: 193,859 shares; 2026Q3: 262,643 shares 262,643 $13M 0.09% +68,784 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,167 shares; 2025Q1: 19,772 shares; 2025Q2: 162,331 shares; 2025Q3: 153,671 shares; 2025Q4: 178,350 shares; 2026Q1: 189,672 shares; 2026Q2: 182,264 shares; 2026Q3: 190,101 shares 190,101 $12.7M 0.09% +7,837 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,114 shares; 2025Q1: 106,154 shares; 2025Q2: 112,368 shares; 2025Q3: 116,554 shares; 2025Q4: 83,863 shares; 2026Q1: 125,086 shares; 2026Q2: 155,370 shares; 2026Q3: 206,318 shares 206,318 $12.6M 0.09% +50,948 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,240 shares; 2025Q1: 212,445 shares; 2025Q2: 218,670 shares; 2025Q3: 197,278 shares; 2025Q4: 201,186 shares; 2026Q1: 195,621 shares; 2026Q2: 187,823 shares; 2026Q3: 191,088 shares 191,088 $12.6M 0.09% +3,265 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; 2024Q4: 3,669 shares; 2025Q1: 4,252 shares; 2025Q2: 4,420 shares; 2025Q3: 4,446 shares; 2025Q4: 4,416 shares; 2026Q1: 4,337 shares; 2026Q2: 94,904 shares; 2026Q3: 118,325 shares 118,325 $12.5M 0.09% +23,421 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; 2024Q4: not reported; 2025Q1: 45,700 shares; 2025Q2: 183,971 shares; 2025Q3: 257,629 shares; 2025Q4: 342,503 shares; 2026Q1: 365,829 shares; 2026Q2: 282,158 shares; 2026Q3: 282,051 shares 282,051 $12.4M 0.09% -107 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,534 shares; 2025Q1: 48,443 shares; 2025Q2: 66,788 shares; 2025Q3: 120,014 shares; 2025Q4: 212,746 shares; 2026Q1: 218,217 shares; 2026Q2: 241,786 shares; 2026Q3: 286,150 shares 286,150 $12.4M 0.09% +44,364 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; 2024Q4: 184,231 shares; 2025Q1: 199,472 shares; 2025Q2: 263,041 shares; 2025Q3: 435,153 shares; 2025Q4: 662,755 shares; 2026Q1: 415,718 shares; 2026Q2: 427,912 shares; 2026Q3: 422,278 shares 422,278 $12.4M 0.09% -5,634 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,427 shares; 2025Q1: 22,216 shares; 2025Q2: 26,396 shares; 2025Q3: 119,201 shares; 2025Q4: 138,069 shares; 2026Q1: 154,444 shares; 2026Q2: 100,659 shares; 2026Q3: 148,964 shares 148,964 $12.4M 0.09% +48,305 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,083 shares; 2025Q1: 91,799 shares; 2025Q2: 190,198 shares; 2025Q3: 242,549 shares; 2025Q4: 289,040 shares; 2026Q1: 303,951 shares; 2026Q2: 293,397 shares; 2026Q3: 157,182 shares 157,182 $12.2M 0.09% -136,215 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,843 shares; 2025Q1: 8,080 shares; 2025Q2: 7,766 shares; 2025Q3: 10,036 shares; 2025Q4: 16,504 shares; 2026Q1: 17,664 shares; 2026Q2: 18,408 shares; 2026Q3: 23,810 shares 23,810 $12.1M 0.09% +5,402 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,322 shares; 2025Q1: 152,843 shares; 2025Q2: 173,557 shares; 2025Q3: 199,978 shares; 2025Q4: 321,129 shares; 2026Q1: 339,734 shares; 2026Q2: 381,782 shares; 2026Q3: 495,838 shares 495,838 $12.1M 0.09% +114,056 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,372 shares; 2025Q4: 9,655 shares; 2026Q1: 57,034 shares; 2026Q2: 71,521 shares; 2026Q3: 162,834 shares 162,834 $12.1M 0.09% +91,313 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,280 shares; 2025Q1: 37,895 shares; 2025Q2: 54,637 shares; 2025Q3: 69,027 shares; 2025Q4: 93,946 shares; 2026Q1: 106,867 shares; 2026Q2: 104,170 shares; 2026Q3: 105,521 shares 105,521 $12M 0.08% +1,351 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,162 shares; 2025Q1: 10,464 shares; 2025Q2: 10,250 shares; 2025Q3: 7,742 shares; 2025Q4: 11,946 shares; 2026Q1: 122,103 shares; 2026Q2: 138,391 shares; 2026Q3: 161,853 shares 161,853 $11.9M 0.08% +23,462 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,430 shares; 2025Q1: 22,636 shares; 2025Q2: 22,924 shares; 2025Q3: 37,435 shares; 2025Q4: 52,141 shares; 2026Q1: 58,646 shares; 2026Q2: 69,668 shares; 2026Q3: 77,238 shares 77,238 $11.9M 0.08% +7,570 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,001 shares; 2025Q1: 14,975 shares; 2025Q2: 45,407 shares; 2025Q3: 103,506 shares; 2025Q4: 112,109 shares; 2026Q1: 159,336 shares; 2026Q2: 208,495 shares; 2026Q3: 241,341 shares 241,341 $11.9M 0.08% +32,846 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,528 shares; 2025Q1: 3,220 shares; 2025Q2: 4,822 shares; 2025Q3: 5,937 shares; 2025Q4: 11,783 shares; 2026Q1: 12,722 shares; 2026Q2: 13,429 shares; 2026Q3: 17,646 shares 17,646 $11.9M 0.08% +4,217 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,540 shares; 2025Q1: 35,912 shares; 2025Q2: 34,449 shares; 2025Q3: 37,527 shares; 2025Q4: 78,283 shares; 2026Q1: 113,941 shares; 2026Q2: 148,017 shares; 2026Q3: 189,513 shares 189,513 $11.8M 0.08% +41,496 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,960 shares; 2025Q1: 39,147 shares; 2025Q2: 37,263 shares; 2025Q3: 43,916 shares; 2025Q4: 66,893 shares; 2026Q1: 82,619 shares; 2026Q2: 86,921 shares; 2026Q3: 92,818 shares 92,818 $11.8M 0.08% +5,897 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 473 shares; 2025Q1: 6,468 shares; 2025Q2: 4,622 shares; 2025Q3: 33,622 shares; 2025Q4: 58,661 shares; 2026Q1: 46,268 shares; 2026Q2: 40,146 shares; 2026Q3: 77,066 shares 77,066 $11.7M 0.08% +36,920 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,203 shares; 2026Q1: 317,707 shares; 2026Q2: 380,933 shares; 2026Q3: 438,828 shares 438,828 $11.7M 0.08% +57,895 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; 2024Q4: 6,250 shares; 2025Q1: 12,352 shares; 2025Q2: 14,665 shares; 2025Q3: 34,062 shares; 2025Q4: 41,632 shares; 2026Q1: 85,100 shares; 2026Q2: 106,103 shares; 2026Q3: 114,989 shares 114,989 $11.6M 0.08% +8,886 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,864 shares; 2025Q1: 39,358 shares; 2025Q2: 38,814 shares; 2025Q3: 36,060 shares; 2025Q4: 36,932 shares; 2026Q1: 41,997 shares; 2026Q2: 45,305 shares; 2026Q3: 50,074 shares 50,074 $11.6M 0.08% +4,769 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,007 shares; 2025Q1: 40,591 shares; 2025Q2: 43,859 shares; 2025Q3: 61,824 shares; 2025Q4: 123,122 shares; 2026Q1: 127,058 shares; 2026Q2: 133,520 shares; 2026Q3: 139,101 shares 139,101 $11.5M 0.08% +5,581 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,782 shares; 2025Q1: 17,004 shares; 2025Q2: 16,411 shares; 2025Q3: 20,052 shares; 2025Q4: 109,765 shares; 2026Q1: 114,362 shares; 2026Q2: 106,186 shares; 2026Q3: 97,312 shares 97,312 $11.5M 0.08% -8,874 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,998 shares; 2025Q1: 35,337 shares; 2025Q2: 40,754 shares; 2025Q3: 58,888 shares; 2025Q4: 72,266 shares; 2026Q1: 131,587 shares; 2026Q2: 128,655 shares; 2026Q3: 289,294 shares 289,294 $11.5M 0.08% +160,639 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,567 shares; 2025Q1: 23,837 shares; 2025Q2: 64,696 shares; 2025Q3: 69,004 shares; 2025Q4: 123,438 shares; 2026Q1: 106,737 shares; 2026Q2: 126,918 shares; 2026Q3: 130,570 shares 130,570 $11.5M 0.08% +3,652 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145,823 shares; 2025Q1: 187,279 shares; 2025Q2: 203,335 shares; 2025Q3: 285,860 shares; 2025Q4: 298,897 shares; 2026Q1: 366,400 shares; 2026Q2: 296,493 shares; 2026Q3: 274,622 shares 274,622 $11.4M 0.08% -21,871 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; 2024Q4: 21,597 shares; 2025Q1: 144,425 shares; 2025Q2: 438,300 shares; 2025Q3: 208,034 shares; 2025Q4: 853,803 shares; 2026Q1: 515,567 shares; 2026Q2: 477,515 shares; 2026Q3: 447,773 shares 447,773 $11.4M 0.08% -29,742 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,439 shares; 2025Q1: 1,856 shares; 2025Q2: 2,574 shares; 2025Q3: 4,239 shares; 2025Q4: 9,671 shares; 2026Q1: 11,155 shares; 2026Q2: 11,716 shares; 2026Q3: 12,537 shares 12,537 $11.3M 0.08% +821 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175,784 shares; 2025Q1: 174,842 shares; 2025Q2: 380,575 shares; 2025Q3: 380,275 shares; 2025Q4: 382,269 shares; 2026Q1: 378,878 shares; 2026Q2: 382,275 shares; 2026Q3: 359,695 shares 359,695 $11.2M 0.08% -22,580 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; 2024Q4: 3,098 shares; 2025Q1: 8,094 shares; 2025Q2: 9,353 shares; 2025Q3: 22,175 shares; 2025Q4: 24,279 shares; 2026Q1: 23,983 shares; 2026Q2: 116,502 shares; 2026Q3: 116,390 shares 116,390 $11.2M 0.08% -112 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,325 shares; 2025Q1: 19,882 shares; 2025Q2: 5,102 shares; 2025Q3: 4,848 shares; 2025Q4: 117,605 shares; 2026Q1: 184,855 shares; 2026Q2: 185,519 shares; 2026Q3: 231,276 shares 231,276 $11.2M 0.08% +45,757 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,038 shares; 2025Q1: 65,941 shares; 2025Q2: 65,061 shares; 2025Q3: 136,437 shares; 2025Q4: 160,949 shares; 2026Q1: 305,373 shares; 2026Q2: 267,151 shares; 2026Q3: 283,044 shares 283,044 $11.1M 0.08% +15,893 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 833 shares; 2025Q1: 1,405 shares; 2025Q2: 8,839 shares; 2025Q3: 25,242 shares; 2025Q4: 31,041 shares; 2026Q1: 167,577 shares; 2026Q2: 198,304 shares; 2026Q3: 206,140 shares 206,140 $11.1M 0.08% +7,836 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 175,621 shares; 2025Q2: 200,843 shares; 2025Q3: 250,741 shares; 2025Q4: 272,984 shares; 2026Q1: 253,611 shares; 2026Q2: 278,850 shares; 2026Q3: 207,502 shares 207,502 $11.1M 0.08% -71,348 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; 2024Q4: 300 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 14,839 shares; 2026Q1: 109,210 shares; 2026Q2: 173,533 shares; 2026Q3: 216,982 shares 216,982 $11.1M 0.08% +43,449 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,492 shares; 2025Q1: 11,859 shares; 2025Q2: 35,264 shares; 2025Q3: 68,876 shares; 2025Q4: 156,542 shares; 2026Q1: 264,710 shares; 2026Q2: 360,184 shares; 2026Q3: 397,180 shares 397,180 $11.1M 0.08% +36,996 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,550 shares; 2025Q1: 10,176 shares; 2025Q2: 12,659 shares; 2025Q3: 15,862 shares; 2025Q4: 20,122 shares; 2026Q1: 22,251 shares; 2026Q2: 21,506 shares; 2026Q3: 25,762 shares 25,762 $11.1M 0.08% +4,256 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,678 shares; 2025Q1: 18,798 shares; 2025Q2: 30,233 shares; 2025Q3: 41,642 shares; 2025Q4: 53,861 shares; 2026Q1: 61,488 shares; 2026Q2: 76,905 shares; 2026Q3: 96,972 shares 96,972 $11.1M 0.08% +20,067 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,882 shares; 2025Q1: 6,769 shares; 2025Q2: 11,127 shares; 2025Q3: 11,092 shares; 2025Q4: 13,998 shares; 2026Q1: 18,010 shares; 2026Q2: 18,613 shares; 2026Q3: 34,104 shares 34,104 $11M 0.08% +15,491 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,422 shares; 2025Q1: 50,087 shares; 2025Q2: 69,838 shares; 2025Q3: 94,729 shares; 2025Q4: 114,731 shares; 2026Q1: 126,800 shares; 2026Q2: 139,958 shares; 2026Q3: 144,167 shares 144,167 $10.9M 0.08% +4,209 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; 2024Q4: 680 shares; 2025Q1: 15,861 shares; 2025Q2: 10,108 shares; 2025Q3: 7,473 shares; 2025Q4: 7,211 shares; 2026Q1: 37,068 shares; 2026Q2: 43,647 shares; 2026Q3: 103,167 shares 103,167 $10.8M 0.08% +59,520 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,527 shares; 2025Q1: 20,451 shares; 2025Q2: 23,071 shares; 2025Q3: 20,222 shares; 2025Q4: 31,885 shares; 2026Q1: 55,034 shares; 2026Q2: 54,904 shares; 2026Q3: 58,557 shares 58,557 $10.7M 0.08% +3,653 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,054 shares; 2025Q1: 144,620 shares; 2025Q2: 146,975 shares; 2025Q3: 184,888 shares; 2025Q4: 191,680 shares; 2026Q1: 194,933 shares; 2026Q2: 196,404 shares; 2026Q3: 195,216 shares 195,216 $10.7M 0.08% -1,188 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,644 shares; 2025Q3: 86,165 shares; 2025Q4: 141,143 shares; 2026Q1: 152,861 shares; 2026Q2: 221,026 shares; 2026Q3: 454,615 shares 454,615 $10.7M 0.08% +233,589 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 519,142 shares 519,142 $10.7M 0.08% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,612 shares; 2025Q1: 4,565 shares; 2025Q2: 4,149 shares; 2025Q3: 4,055 shares; 2025Q4: 149,089 shares; 2026Q1: 185,037 shares; 2026Q2: 208,973 shares; 2026Q3: 372,109 shares 372,109 $10.7M 0.08% +163,136 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,654 shares; 2025Q1: 23,576 shares; 2025Q2: 23,565 shares; 2025Q3: 22,447 shares; 2025Q4: 54,136 shares; 2026Q1: 64,539 shares; 2026Q2: 85,285 shares; 2026Q3: 102,463 shares 102,463 $10.7M 0.08% +17,178 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,895 shares; 2025Q1: 40,560 shares; 2025Q2: 39,859 shares; 2025Q3: 56,515 shares; 2025Q4: 79,213 shares; 2026Q1: 40,931 shares; 2026Q2: 33,886 shares; 2026Q3: 27,833 shares 27,833 $10.6M 0.08% -6,053 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,759 shares; 2025Q1: 27,236 shares; 2025Q2: 30,166 shares; 2025Q3: 35,680 shares; 2025Q4: 70,231 shares; 2026Q1: 71,790 shares; 2026Q2: 75,492 shares; 2026Q3: 84,926 shares 84,926 $10.6M 0.08% +9,434 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,328 shares; 2025Q1: 4,531 shares; 2025Q2: 4,443 shares; 2025Q3: 4,471 shares; 2025Q4: 14,277 shares; 2026Q1: 17,030 shares; 2026Q2: 17,007 shares; 2026Q3: 66,113 shares 66,113 $10.6M 0.08% +49,106 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,598 shares; 2025Q1: 15,614 shares; 2025Q2: 16,118 shares; 2025Q3: 18,451 shares; 2025Q4: 21,082 shares; 2026Q1: 21,764 shares; 2026Q2: 23,255 shares; 2026Q3: 28,807 shares 28,807 $10.6M 0.07% +5,552 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,959 shares; 2025Q1: 13,635 shares; 2025Q2: 21,109 shares; 2025Q3: 41,437 shares; 2025Q4: 56,063 shares; 2026Q1: 54,397 shares; 2026Q2: 55,524 shares; 2026Q3: 125,383 shares 125,383 $10.6M 0.07% +69,859 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,738 shares; 2025Q1: 112,227 shares; 2025Q2: 108,939 shares; 2025Q3: 105,138 shares; 2025Q4: 142,260 shares; 2026Q1: 152,464 shares; 2026Q2: 200,099 shares; 2026Q3: 289,094 shares 289,094 $10.5M 0.07% +88,995 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; 2024Q4: 7,511 shares; 2025Q1: 26,226 shares; 2025Q2: 28,461 shares; 2025Q3: 28,544 shares; 2025Q4: 77,715 shares; 2026Q1: 76,729 shares; 2026Q2: 71,451 shares; 2026Q3: 105,889 shares 105,889 $10.5M 0.07% +34,438 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,152 shares; 2025Q1: 41,869 shares; 2025Q2: 62,981 shares; 2025Q3: 206,679 shares; 2025Q4: 226,184 shares; 2026Q1: 287,159 shares; 2026Q2: 213,747 shares; 2026Q3: 253,552 shares 253,552 $10.5M 0.07% +39,805 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,533 shares; 2025Q1: 46,910 shares; 2025Q2: 47,465 shares; 2025Q3: 18,626 shares; 2025Q4: 35,522 shares; 2026Q1: 36,631 shares; 2026Q2: 44,674 shares; 2026Q3: 81,781 shares 81,781 $10.5M 0.07% +37,107 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,505 shares; 2025Q1: 46,911 shares; 2025Q2: 40,261 shares; 2025Q3: 58,564 shares; 2025Q4: 55,801 shares; 2026Q1: 190,009 shares; 2026Q2: 190,272 shares; 2026Q3: 199,918 shares 199,918 $10.3M 0.07% +9,646 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 891 shares; 2025Q1: 1,145 shares; 2025Q2: 1,238 shares; 2025Q3: 2,177 shares; 2025Q4: 4,063 shares; 2026Q1: 4,822 shares; 2026Q2: 43,280 shares; 2026Q3: 52,603 shares 52,603 $10.3M 0.07% +9,323 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; 2024Q4: 17,071 shares; 2025Q1: 18,458 shares; 2025Q2: 69,589 shares; 2025Q3: 44,184 shares; 2025Q4: 46,312 shares; 2026Q1: 39,401 shares; 2026Q2: 43,806 shares; 2026Q3: 100,342 shares 100,342 $10.2M 0.07% +56,536 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,503 shares; 2025Q1: 64,619 shares; 2025Q2: 63,113 shares; 2025Q3: 64,017 shares; 2025Q4: 70,551 shares; 2026Q1: 80,339 shares; 2026Q2: 78,843 shares; 2026Q3: 96,362 shares 96,362 $10.1M 0.07% +17,519 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144,394 shares; 2026Q3: 484,243 shares 484,243 $10.1M 0.07% +339,849 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,286 shares; 2025Q1: 12,608 shares; 2025Q2: 21,108 shares; 2025Q3: 46,090 shares; 2025Q4: 55,131 shares; 2026Q1: 60,491 shares; 2026Q2: 293,870 shares; 2026Q3: 359,838 shares 359,838 $10.1M 0.07% +65,968 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: 64,212 shares; 2026Q1: 789 shares; 2026Q2: 78,847 shares; 2026Q3: 105,516 shares 105,516 $10M 0.07% +26,669 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,925 shares; 2025Q1: 111,636 shares; 2025Q2: 91,844 shares; 2025Q3: 81,826 shares; 2025Q4: 168,794 shares; 2026Q1: 193,606 shares; 2026Q2: 218,977 shares; 2026Q3: 307,073 shares 307,073 $10M 0.07% +88,096 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,948 shares; 2025Q1: 5,048 shares; 2025Q2: 6,544 shares; 2025Q3: 7,688 shares; 2025Q4: 9,542 shares; 2026Q1: 9,904 shares; 2026Q2: 13,098 shares; 2026Q3: 14,829 shares 14,829 $10M 0.07% +1,731 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,321 shares; 2025Q1: 9,817 shares; 2025Q2: 11,389 shares; 2025Q3: 19,208 shares; 2025Q4: 35,547 shares; 2026Q1: 63,481 shares; 2026Q2: 64,218 shares; 2026Q3: 40,275 shares 40,275 $9.99M 0.07% -23,943 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,516 shares; 2025Q1: 17,751 shares; 2025Q2: 16,457 shares; 2025Q3: 31,648 shares; 2025Q4: 96,271 shares; 2026Q1: 103,071 shares; 2026Q2: 92,962 shares; 2026Q3: 103,983 shares 103,983 $9.88M 0.07% +11,021 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,776 shares; 2025Q1: 96,017 shares; 2025Q2: 138,395 shares; 2025Q3: 158,860 shares; 2025Q4: 185,171 shares; 2026Q1: 191,783 shares; 2026Q2: 196,745 shares; 2026Q3: 208,543 shares 208,543 $9.87M 0.07% +11,798 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,028 shares; 2025Q1: 8,382 shares; 2025Q2: 8,160 shares; 2025Q3: 8,409 shares; 2025Q4: 28,202 shares; 2026Q1: 48,800 shares; 2026Q2: 53,017 shares; 2026Q3: 58,932 shares 58,932 $9.84M 0.07% +5,915 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; 2024Q4: 6,122 shares; 2025Q1: 5,417 shares; 2025Q2: 481 shares; 2025Q3: 4,604 shares; 2025Q4: 139,853 shares; 2026Q1: 87,137 shares; 2026Q2: 70,701 shares; 2026Q3: 87,581 shares 87,581 $9.78M 0.07% +16,880 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,011 shares; 2025Q1: 1,789 shares; 2025Q2: 4,424 shares; 2025Q3: 10,450 shares; 2025Q4: 13,257 shares; 2026Q1: 14,506 shares; 2026Q2: 15,271 shares; 2026Q3: 16,047 shares 16,047 $9.77M 0.07% +776 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,309 shares; 2025Q1: 3,918 shares; 2025Q2: 3,736 shares; 2025Q3: 18,116 shares; 2025Q4: 23,478 shares; 2026Q1: 20,944 shares; 2026Q2: 22,151 shares; 2026Q3: 21,411 shares 21,411 $9.73M 0.07% -740 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,131 shares; 2025Q1: 9,409 shares; 2025Q2: 24,281 shares; 2025Q3: 14,986 shares; 2025Q4: 16,916 shares; 2026Q1: 17,516 shares; 2026Q2: 18,314 shares; 2026Q3: 19,104 shares 19,104 $9.72M 0.07% +790 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; 2024Q4: 1,309 shares; 2025Q1: 1,314 shares; 2025Q2: 1,997 shares; 2025Q3: 106,357 shares; 2025Q4: 251,519 shares; 2026Q1: 236,885 shares; 2026Q2: 245,581 shares; 2026Q3: 242,683 shares 242,683 $9.69M 0.07% -2,898 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,766 shares; 2025Q1: 4,005 shares; 2025Q2: 6,036 shares; 2025Q3: 10,071 shares; 2025Q4: 20,125 shares; 2026Q1: 21,118 shares; 2026Q2: 22,569 shares; 2026Q3: 29,739 shares 29,739 $9.67M 0.07% +7,170 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,193 shares; 2025Q1: 48,333 shares; 2025Q2: 95,833 shares; 2025Q3: 101,152 shares; 2025Q4: 128,578 shares; 2026Q1: 104,463 shares; 2026Q2: 121,689 shares; 2026Q3: 143,368 shares 143,368 $9.65M 0.07% +21,679 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,105 shares; 2025Q1: 5,125 shares; 2025Q2: 7,165 shares; 2025Q3: 12,063 shares; 2025Q4: 40,436 shares; 2026Q1: 59,691 shares; 2026Q2: 79,580 shares; 2026Q3: 93,627 shares 93,627 $9.65M 0.07% +14,047 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 10,411 shares; 2026Q2: 92,550 shares; 2026Q3: 448,827 shares 448,827 $9.51M 0.07% +356,277 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,672 shares; 2025Q1: 27,914 shares; 2025Q2: 31,914 shares; 2025Q3: 38,385 shares; 2025Q4: 57,392 shares; 2026Q1: 60,077 shares; 2026Q2: 71,590 shares; 2026Q3: 73,274 shares 73,274 $9.49M 0.07% +1,684 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,293 shares; 2025Q1: 37,487 shares; 2025Q2: 41,710 shares; 2025Q3: 39,487 shares; 2025Q4: 56,812 shares; 2026Q1: 56,605 shares; 2026Q2: 58,478 shares; 2026Q3: 63,510 shares 63,510 $9.47M 0.07% +5,032 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 61,977 shares 61,977 $9.35M 0.07% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,186 shares; 2025Q1: 13,558 shares; 2025Q2: 14,546 shares; 2025Q3: 19,747 shares; 2025Q4: 30,961 shares; 2026Q1: 28,683 shares; 2026Q2: 33,699 shares; 2026Q3: 36,575 shares 36,575 $9.34M 0.07% +2,876 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,289 shares; 2025Q1: 3,216 shares; 2025Q2: 5,845 shares; 2025Q3: 7,333 shares; 2025Q4: 9,950 shares; 2026Q1: 10,295 shares; 2026Q2: 16,027 shares; 2026Q3: 22,837 shares 22,837 $9.29M 0.07% +6,810 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,442 shares; 2025Q1: 66,590 shares; 2025Q2: 67,492 shares; 2025Q3: 123,102 shares; 2025Q4: 159,631 shares; 2026Q1: 163,392 shares; 2026Q2: 208,322 shares; 2026Q3: 229,719 shares 229,719 $9.23M 0.07% +21,397 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,010 shares; 2025Q1: 10,549 shares; 2025Q2: 11,030 shares; 2025Q3: 13,972 shares; 2025Q4: 15,444 shares; 2026Q1: 12,526 shares; 2026Q2: 11,975 shares; 2026Q3: 16,070 shares 16,070 $9.14M 0.06% +4,095 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,821 shares; 2025Q1: 11,526 shares; 2025Q2: 1,514 shares; 2025Q3: 27,339 shares; 2025Q4: 58,776 shares; 2026Q1: 176,093 shares; 2026Q2: 156,699 shares; 2026Q3: 308,604 shares 308,604 $9.13M 0.06% +151,905 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,370 shares; 2025Q1: 23,348 shares; 2025Q2: 27,568 shares; 2025Q3: 30,134 shares; 2025Q4: 35,505 shares; 2026Q1: 91,975 shares; 2026Q2: 87,069 shares; 2026Q3: 175,514 shares 175,514 $9.11M 0.06% +88,445 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,300 shares; 2025Q1: 2,267 shares; 2025Q2: 14,154 shares; 2025Q3: 28,075 shares; 2025Q4: 32,910 shares; 2026Q1: 49,737 shares; 2026Q2: 54,546 shares; 2026Q3: 58,645 shares 58,645 $9.1M 0.06% +4,099 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 13,632 shares; 2025Q4: 107,697 shares; 2026Q1: 128,140 shares; 2026Q2: 125,083 shares; 2026Q3: 201,297 shares 201,297 $9.08M 0.06% +76,214 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 346,336 shares; 2025Q1: 305,374 shares; 2025Q2: 218,771 shares; 2025Q3: 154,615 shares; 2025Q4: 143,966 shares; 2026Q1: 146,424 shares; 2026Q2: 209,690 shares; 2026Q3: 242,074 shares 242,074 $9.07M 0.06% +32,384 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; 2024Q4: not reported; 2025Q1: 1,049 shares; 2025Q2: 104,123 shares; 2025Q3: 191,291 shares; 2025Q4: 223,610 shares; 2026Q1: 234,621 shares; 2026Q2: 245,150 shares; 2026Q3: 249,352 shares 249,352 $8.97M 0.06% +4,202 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,790 shares; 2025Q1: 29,802 shares; 2025Q2: 36,673 shares; 2025Q3: 39,170 shares; 2025Q4: 109,580 shares; 2026Q1: 146,858 shares; 2026Q2: 154,804 shares; 2026Q3: 143,917 shares 143,917 $8.85M 0.06% -10,887 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,732 shares; 2026Q2: 198,141 shares; 2026Q3: 238,744 shares 238,744 $8.85M 0.06% +40,603 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,307 shares; 2025Q1: 16,976 shares; 2025Q2: 22,353 shares; 2025Q3: 23,996 shares; 2025Q4: 32,924 shares; 2026Q1: 35,670 shares; 2026Q2: 38,133 shares; 2026Q3: 38,227 shares 38,227 $8.83M 0.06% +94 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,738 shares; 2025Q1: 34,175 shares; 2025Q2: 66,731 shares; 2025Q3: 180,718 shares; 2025Q4: 194,891 shares; 2026Q1: 195,691 shares; 2026Q2: 184,870 shares; 2026Q3: 177,677 shares 177,677 $8.74M 0.06% -7,193 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,623 shares; 2025Q1: 1,626 shares; 2025Q2: 8,944 shares; 2025Q3: 8,947 shares; 2025Q4: 77,111 shares; 2026Q1: 78,937 shares; 2026Q2: 79,958 shares; 2026Q3: 79,794 shares 79,794 $8.7M 0.06% -164 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,583 shares; 2025Q1: 4,180 shares; 2025Q2: 12,851 shares; 2025Q3: 14,452 shares; 2025Q4: 15,624 shares; 2026Q1: 141,995 shares; 2026Q2: 137,790 shares; 2026Q3: 175,692 shares 175,692 $8.69M 0.06% +37,902 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,180 shares; 2025Q1: 9,775 shares; 2025Q2: 47,972 shares; 2025Q3: 67,944 shares; 2025Q4: 73,210 shares; 2026Q1: 76,330 shares; 2026Q2: 75,312 shares; 2026Q3: 76,983 shares 76,983 $8.64M 0.06% +1,671 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,646 shares; 2025Q1: 2,931 shares; 2025Q2: 2,837 shares; 2025Q3: 832 shares; 2025Q4: 4,526 shares; 2026Q1: 162,347 shares; 2026Q2: 158,083 shares; 2026Q3: 166,263 shares 166,263 $8.63M 0.06% +8,180 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 15,585 shares; 2025Q3: 16,673 shares; 2025Q4: 51,082 shares; 2026Q1: 83,602 shares; 2026Q2: 159,160 shares; 2026Q3: 142,860 shares 142,860 $8.58M 0.06% -16,300 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; 2024Q4: 20,489 shares; 2025Q1: 22,265 shares; 2025Q2: 19,906 shares; 2025Q3: 17,701 shares; 2025Q4: 16,116 shares; 2026Q1: 14,795 shares; 2026Q2: 19,980 shares; 2026Q3: 96,811 shares 96,811 $8.57M 0.06% +76,831 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,909 shares; 2025Q1: 3,160 shares; 2025Q2: 8,169 shares; 2025Q3: 8,697 shares; 2025Q4: 16,332 shares; 2026Q1: 16,581 shares; 2026Q2: 17,801 shares; 2026Q3: 21,566 shares 21,566 $8.56M 0.06% +3,765 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,588 shares; 2025Q2: 5,087 shares; 2025Q3: 7,719 shares; 2025Q4: 8,536 shares; 2026Q1: 12,008 shares; 2026Q2: 26,123 shares; 2026Q3: 162,020 shares 162,020 $8.53M 0.06% +135,897 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,041 shares; 2025Q1: 12,527 shares; 2025Q2: 14,338 shares; 2025Q3: 24,609 shares; 2025Q4: 42,695 shares; 2026Q1: 55,551 shares; 2026Q2: 56,154 shares; 2026Q3: 91,161 shares 91,161 $8.52M 0.06% +35,007 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,192 shares; 2025Q1: 50,979 shares; 2025Q2: 51,063 shares; 2025Q3: 53,083 shares; 2025Q4: 67,100 shares; 2026Q1: 67,659 shares; 2026Q2: 74,498 shares; 2026Q3: 76,873 shares 76,873 $8.43M 0.06% +2,375 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,740 shares; 2025Q1: 33,005 shares; 2025Q2: 39,491 shares; 2025Q3: 42,740 shares; 2025Q4: 62,150 shares; 2026Q1: 72,818 shares; 2026Q2: 73,946 shares; 2026Q3: 84,377 shares 84,377 $8.34M 0.06% +10,431 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 5,501 shares; 2025Q4: 35,413 shares; 2026Q1: 35,270 shares; 2026Q2: 55,971 shares; 2026Q3: 332,106 shares 332,106 $8.3M 0.06% +276,135 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,295 shares; 2025Q1: 4,698 shares; 2025Q2: 8,691 shares; 2025Q3: 10,168 shares; 2025Q4: 14,120 shares; 2026Q1: 15,834 shares; 2026Q2: 15,448 shares; 2026Q3: 20,817 shares 20,817 $8.23M 0.06% +5,369 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 629 shares; 2025Q1: 653 shares; 2025Q2: 801 shares; 2025Q3: 3,093 shares; 2025Q4: 4,408 shares; 2026Q1: 19,160 shares; 2026Q2: 21,447 shares; 2026Q3: 22,926 shares 22,926 $8.18M 0.06% +1,479 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,568 shares; 2025Q1: 16,123 shares; 2025Q2: 39,152 shares; 2025Q3: 44,397 shares; 2025Q4: 48,677 shares; 2026Q1: 59,317 shares; 2026Q2: 74,201 shares; 2026Q3: 72,852 shares 72,852 $8.17M 0.06% -1,349 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; 2024Q4: 859 shares; 2025Q1: 679 shares; 2025Q2: 569 shares; 2025Q3: 702 shares; 2025Q4: 741 shares; 2026Q1: 111,246 shares; 2026Q2: 113,093 shares; 2026Q3: 116,375 shares 116,375 $8.13M 0.06% +3,282 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 244,014 shares; 2026Q1: 170,782 shares; 2026Q2: 136,359 shares; 2026Q3: 125,878 shares 125,878 $8.12M 0.06% -10,481 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,750 shares; 2025Q1: 46,683 shares; 2025Q2: 43,695 shares; 2025Q3: 44,657 shares; 2025Q4: 52,706 shares; 2026Q1: 56,208 shares; 2026Q2: 54,113 shares; 2026Q3: 48,665 shares 48,665 $8.12M 0.06% -5,448 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,433 shares; 2025Q1: 957 shares; 2025Q2: 934 shares; 2025Q3: 1,066 shares; 2025Q4: 215,273 shares; 2026Q1: 218,375 shares; 2026Q2: 244,243 shares; 2026Q3: 253,451 shares 253,451 $8.1M 0.06% +9,208 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; 2024Q4: 2,118 shares; 2025Q1: 7,093 shares; 2025Q2: 6,162 shares; 2025Q3: 6,826 shares; 2025Q4: 7,233 shares; 2026Q1: 6,776 shares; 2026Q2: 30,451 shares; 2026Q3: 75,654 shares 75,654 $8.09M 0.06% +45,203 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,406 shares; 2025Q1: 4,589 shares; 2025Q2: 9,682 shares; 2025Q3: 16,727 shares; 2025Q4: 85,046 shares; 2026Q1: 126,277 shares; 2026Q2: 106,007 shares; 2026Q3: 154,806 shares 154,806 $8.04M 0.06% +48,799 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; 2024Q4: 3,722 shares; 2025Q1: 14,029 shares; 2025Q2: 15,083 shares; 2025Q3: 28,104 shares; 2025Q4: 40,285 shares; 2026Q1: 125,934 shares; 2026Q2: 31,376 shares; 2026Q3: 168,474 shares 168,474 $8.02M 0.06% +137,098 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,815 shares; 2025Q2: 626 shares; 2025Q3: 208 shares; 2025Q4: 173 shares; 2026Q1: 10,818 shares; 2026Q2: 146,099 shares; 2026Q3: 394,309 shares 394,309 $7.99M 0.06% +248,210 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 663 shares; 2025Q1: 1,540 shares; 2025Q2: 2,689 shares; 2025Q3: 16,934 shares; 2025Q4: 23,151 shares; 2026Q1: 47,041 shares; 2026Q2: 49,415 shares; 2026Q3: 58,042 shares 58,042 $7.99M 0.06% +8,627 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,055 shares; 2025Q1: 10,349 shares; 2025Q2: 38,351 shares; 2025Q3: 42,104 shares; 2025Q4: 83,329 shares; 2026Q1: 302,044 shares; 2026Q2: 185,937 shares; 2026Q3: 189,370 shares 189,370 $7.99M 0.06% +3,433 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,713 shares; 2025Q1: 5,392 shares; 2025Q2: 7,535 shares; 2025Q3: 16,079 shares; 2025Q4: 123,061 shares; 2026Q1: 104,576 shares; 2026Q2: 114,171 shares; 2026Q3: 122,216 shares 122,216 $7.96M 0.06% +8,045 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,887 shares; 2025Q1: 13,864 shares; 2025Q2: 25,086 shares; 2025Q3: 27,252 shares; 2025Q4: 45,924 shares; 2026Q1: 50,259 shares; 2026Q2: 53,560 shares; 2026Q3: 53,389 shares 53,389 $7.92M 0.06% -171 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,412 shares; 2025Q3: 83,256 shares; 2025Q4: 465,464 shares; 2026Q1: 189,049 shares; 2026Q2: 224,876 shares; 2026Q3: 198,417 shares 198,417 $7.89M 0.06% -26,459 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 32,739 shares; 2025Q4: 41,426 shares; 2026Q1: 118,976 shares; 2026Q2: 124,235 shares; 2026Q3: 135,852 shares 135,852 $7.88M 0.06% +11,617 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 49,352 shares; 2025Q2: 72,929 shares; 2025Q3: 181,096 shares; 2025Q4: 211,740 shares; 2026Q1: 215,085 shares; 2026Q2: 218,927 shares; 2026Q3: 224,735 shares 224,735 $7.85M 0.06% +5,808 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; 2024Q4: 977 shares; 2025Q1: 20,436 shares; 2025Q2: 60,326 shares; 2025Q3: 56,726 shares; 2025Q4: 88,362 shares; 2026Q1: 106,489 shares; 2026Q2: 136,225 shares; 2026Q3: 165,913 shares 165,913 $7.78M 0.06% +29,688 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,763 shares; 2025Q1: 6,159 shares; 2025Q2: 4,994 shares; 2025Q3: 12,078 shares; 2025Q4: 15,372 shares; 2026Q1: 18,878 shares; 2026Q2: 43,769 shares; 2026Q3: 48,141 shares 48,141 $7.74M 0.05% +4,372 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,373 shares; 2025Q1: 7,171 shares; 2025Q2: 7,396 shares; 2025Q3: 7,736 shares; 2025Q4: 43,269 shares; 2026Q1: 47,162 shares; 2026Q2: 53,027 shares; 2026Q3: 57,385 shares 57,385 $7.69M 0.05% +4,358 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,063 shares; 2025Q1: 12,172 shares; 2025Q2: 16,363 shares; 2025Q3: 18,285 shares; 2025Q4: 19,911 shares; 2026Q1: 18,879 shares; 2026Q2: 24,167 shares; 2026Q3: 27,273 shares 27,273 $7.64M 0.05% +3,106 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; 2024Q4: 25,136 shares; 2025Q1: 29,310 shares; 2025Q2: 29,721 shares; 2025Q3: 33,784 shares; 2025Q4: 64,105 shares; 2026Q1: 53,065 shares; 2026Q2: 166,078 shares; 2026Q3: 48,238 shares 48,238 $7.61M 0.05% -117,840 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 42,619 shares; 2025Q2: 52,394 shares; 2025Q3: 136,462 shares; 2025Q4: 165,139 shares; 2026Q1: 232,287 shares; 2026Q2: 196,503 shares; 2026Q3: 195,459 shares 195,459 $7.61M 0.05% -1,044 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,473 shares; 2025Q1: 10,803 shares; 2025Q2: 12,511 shares; 2025Q3: 18,477 shares; 2025Q4: 23,952 shares; 2026Q1: 27,621 shares; 2026Q2: 34,499 shares; 2026Q3: 40,815 shares 40,815 $7.59M 0.05% +6,316 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 772 shares; 2025Q1: 2,950 shares; 2025Q2: 42,691 shares; 2025Q3: 88,721 shares; 2025Q4: 105,378 shares; 2026Q1: 114,271 shares; 2026Q2: 86,445 shares; 2026Q3: 79,761 shares 79,761 $7.54M 0.05% -6,684 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 7 shares; 2026Q1: 8 shares; 2026Q2: 7 shares; 2026Q3: 10 shares 10 $7.47M 0.05% +3 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,192 shares; 2025Q1: 10,950 shares; 2025Q2: 9,053 shares; 2025Q3: 8,971 shares; 2025Q4: 314,844 shares; 2026Q1: 396,135 shares; 2026Q2: 227,959 shares; 2026Q3: 244,157 shares 244,157 $7.47M 0.05% +16,198 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,556 shares; 2025Q1: 26,864 shares; 2025Q2: 40,486 shares; 2025Q3: 42,467 shares; 2025Q4: 70,761 shares; 2026Q1: 100,700 shares; 2026Q2: 92,319 shares; 2026Q3: 106,623 shares 106,623 $7.46M 0.05% +14,304 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,766 shares; 2025Q4: 116,998 shares; 2026Q1: 443,453 shares; 2026Q2: 196,132 shares; 2026Q3: 370,051 shares 370,051 $7.46M 0.05% +173,919 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,739 shares; 2025Q1: 8,952 shares; 2025Q2: 10,995 shares; 2025Q3: 22,545 shares; 2025Q4: 49,311 shares; 2026Q1: 53,228 shares; 2026Q2: 48,877 shares; 2026Q3: 51,393 shares 51,393 $7.43M 0.05% +2,516 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,010 shares; 2025Q1: 6,467 shares; 2025Q2: 9,695 shares; 2025Q3: 11,442 shares; 2025Q4: 16,863 shares; 2026Q1: 31,108 shares; 2026Q2: 33,610 shares; 2026Q3: 33,375 shares 33,375 $7.42M 0.05% -235 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,608 shares; 2025Q1: 7,690 shares; 2025Q2: 8,746 shares; 2025Q3: 17,342 shares; 2025Q4: 24,969 shares; 2026Q1: 26,511 shares; 2026Q2: 27,657 shares; 2026Q3: 36,347 shares 36,347 $7.41M 0.05% +8,690 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,111 shares; 2025Q1: 67,875 shares; 2025Q2: 87,551 shares; 2025Q3: 87,158 shares; 2025Q4: 196,516 shares; 2026Q1: 192,760 shares; 2026Q2: 192,485 shares; 2026Q3: 611,822 shares 611,822 $7.38M 0.05% +419,337 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 1,246 shares; 2025Q3: 24,497 shares; 2025Q4: 36,805 shares; 2026Q1: 38,843 shares; 2026Q2: 87,564 shares; 2026Q3: 119,583 shares 119,583 $7.36M 0.05% +32,019 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,432 shares; 2025Q2: 20,368 shares; 2025Q3: 79,507 shares; 2025Q4: 78,874 shares; 2026Q1: 71,228 shares; 2026Q2: 71,506 shares; 2026Q3: 68,170 shares 68,170 $7.33M 0.05% -3,336 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,857 shares; 2025Q1: 92,335 shares; 2025Q2: 66,229 shares; 2025Q3: 80,550 shares; 2025Q4: 112,099 shares; 2026Q1: 94,526 shares; 2026Q2: 82,579 shares; 2026Q3: 78,991 shares 78,991 $7.28M 0.05% -3,588 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,467 shares; 2025Q1: 41,810 shares; 2025Q2: 52,761 shares; 2025Q3: 60,907 shares; 2025Q4: 84,280 shares; 2026Q1: 100,094 shares; 2026Q2: 114,749 shares; 2026Q3: 125,852 shares 125,852 $7.27M 0.05% +11,103 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,253 shares; 2025Q1: 12,708 shares; 2025Q2: 18,289 shares; 2025Q3: 30,810 shares; 2025Q4: 33,047 shares; 2026Q1: 31,865 shares; 2026Q2: 35,720 shares; 2026Q3: 35,652 shares 35,652 $7.26M 0.05% -68 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,787 shares; 2025Q1: 3,833 shares; 2025Q2: 5,135 shares; 2025Q3: 6,140 shares; 2025Q4: 8,312 shares; 2026Q1: 10,608 shares; 2026Q2: 11,829 shares; 2026Q3: 15,276 shares 15,276 $7.25M 0.05% +3,447 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,979 shares; 2025Q1: 98,337 shares; 2025Q2: 97,012 shares; 2025Q3: 100,928 shares; 2025Q4: 115,189 shares; 2026Q1: 119,984 shares; 2026Q2: 125,102 shares; 2026Q3: 121,102 shares 121,102 $7.21M 0.05% -4,000 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,921 shares; 2025Q1: 15,096 shares; 2025Q2: 14,934 shares; 2025Q3: 15,446 shares; 2025Q4: 22,590 shares; 2026Q1: 23,070 shares; 2026Q2: 21,115 shares; 2026Q3: 21,718 shares 21,718 $7.21M 0.05% +603 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,011 shares; 2025Q3: 85,688 shares; 2025Q4: 218,423 shares; 2026Q1: 306,339 shares; 2026Q2: 383,784 shares; 2026Q3: 339,870 shares 339,870 $7.2M 0.05% -43,914 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; 2024Q4: 24,652 shares; 2025Q1: 32,657 shares; 2025Q2: 23,965 shares; 2025Q3: 20,922 shares; 2025Q4: 23,725 shares; 2026Q1: 24,258 shares; 2026Q2: 67,977 shares; 2026Q3: 52,224 shares 52,224 $7.18M 0.05% -15,753 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,925 shares; 2025Q1: 9,993 shares; 2025Q2: 11,881 shares; 2025Q3: 13,956 shares; 2025Q4: 19,027 shares; 2026Q1: 24,096 shares; 2026Q2: 25,284 shares; 2026Q3: 27,821 shares 27,821 $7.18M 0.05% +2,537 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; 2024Q4: 13,413 shares; 2025Q1: 32,350 shares; 2025Q2: 41,792 shares; 2025Q3: 51,014 shares; 2025Q4: 84,329 shares; 2026Q1: 86,428 shares; 2026Q2: 91,327 shares; 2026Q3: 103,722 shares 103,722 $7.11M 0.05% +12,395 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,084 shares; 2025Q1: 6,238 shares; 2025Q2: 12,931 shares; 2025Q3: 11,289 shares; 2025Q4: 15,173 shares; 2026Q1: 20,741 shares; 2026Q2: 21,850 shares; 2026Q3: 26,086 shares 26,086 $7.1M 0.05% +4,236 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,076 shares; 2025Q1: 14,275 shares; 2025Q2: 16,952 shares; 2025Q3: 19,275 shares; 2025Q4: 63,384 shares; 2026Q1: 72,937 shares; 2026Q2: 76,446 shares; 2026Q3: 72,209 shares 72,209 $7.06M 0.05% -4,237 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,923 shares; 2025Q1: 11,912 shares; 2025Q2: 17,002 shares; 2025Q3: 21,232 shares; 2025Q4: 29,744 shares; 2026Q1: 29,238 shares; 2026Q2: 30,785 shares; 2026Q3: 37,447 shares 37,447 $7.04M 0.05% +6,662 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,044 shares; 2025Q1: 26,479 shares; 2025Q2: 52,975 shares; 2025Q3: 142,152 shares; 2025Q4: 167,317 shares; 2026Q1: 186,049 shares; 2026Q2: 192,601 shares; 2026Q3: 194,307 shares 194,307 $7.01M 0.05% +1,706 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,441 shares; 2025Q1: 10,485 shares; 2025Q2: 12,137 shares; 2025Q3: 13,671 shares; 2025Q4: 17,405 shares; 2026Q1: 20,082 shares; 2026Q2: 23,370 shares; 2026Q3: 42,562 shares 42,562 $6.99M 0.05% +19,192 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; 2024Q4: 39,660 shares; 2025Q1: 35,242 shares; 2025Q2: 72,196 shares; 2025Q3: 91,053 shares; 2025Q4: 140,010 shares; 2026Q1: 151,311 shares; 2026Q2: 141,542 shares; 2026Q3: 141,846 shares 141,846 $6.97M 0.05% +304 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 221,473 shares; 2026Q3: 229,078 shares 229,078 $6.84M 0.05% +7,605 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 77,883 shares; 2026Q1: 78,602 shares; 2026Q2: 100,617 shares; 2026Q3: 306,376 shares 306,376 $6.84M 0.05% +205,759 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,020 shares; 2026Q3: 180,711 shares 180,711 $6.8M 0.05% +34,691 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 1,348 shares; 2025Q4: 167,197 shares; 2026Q1: 134,762 shares; 2026Q2: 154,330 shares; 2026Q3: 165,359 shares 165,359 $6.8M 0.05% +11,029 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,301 shares; 2025Q1: 9,545 shares; 2025Q2: 10,908 shares; 2025Q3: 12,403 shares; 2025Q4: 15,555 shares; 2026Q1: 16,663 shares; 2026Q2: 18,655 shares; 2026Q3: 22,112 shares 22,112 $6.72M 0.05% +3,457 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 980 shares; 2025Q1: 1,568 shares; 2025Q2: 3,415 shares; 2025Q3: 5,047 shares; 2025Q4: 7,651 shares; 2026Q1: 9,926 shares; 2026Q2: 11,465 shares; 2026Q3: 10,413 shares 10,413 $6.69M 0.05% -1,052 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,275 shares; 2025Q1: 90,080 shares; 2025Q2: 98,837 shares; 2025Q3: 101,177 shares; 2025Q4: 103,629 shares; 2026Q1: 116,861 shares; 2026Q2: 136,376 shares; 2026Q3: 132,634 shares 132,634 $6.68M 0.05% -3,742 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,833 shares; 2025Q1: 87,041 shares; 2025Q2: 93,156 shares; 2025Q3: 65,701 shares; 2025Q4: 66,063 shares; 2026Q1: 78,495 shares; 2026Q2: 88,076 shares; 2026Q3: 84,724 shares 84,724 $6.63M 0.05% -3,352 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,309 shares; 2025Q1: 8,046 shares; 2025Q2: 8,241 shares; 2025Q3: 7,403 shares; 2025Q4: 7,807 shares; 2026Q1: 10,134 shares; 2026Q2: 73,108 shares; 2026Q3: 71,405 shares 71,405 $6.62M 0.05% -1,703 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; 2024Q4: 3,473 shares; 2025Q1: 7,437 shares; 2025Q2: 8,745 shares; 2025Q3: 11,230 shares; 2025Q4: 12,339 shares; 2026Q1: 15,537 shares; 2026Q2: 15,668 shares; 2026Q3: 17,043 shares 17,043 $6.61M 0.05% +1,375 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,643 shares; 2025Q1: 18,324 shares; 2025Q2: 12,325 shares; 2025Q3: 12,058 shares; 2025Q4: 13,063 shares; 2026Q1: 22,255 shares; 2026Q2: 50,622 shares; 2026Q3: 59,472 shares 59,472 $6.6M 0.05% +8,850 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,261 shares; 2025Q1: 1,563 shares; 2025Q2: 1,595 shares; 2025Q3: 3,127 shares; 2025Q4: 5,285 shares; 2026Q1: 6,098 shares; 2026Q2: 6,461 shares; 2026Q3: 6,872 shares 6,872 $6.57M 0.05% +411 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,817 shares; 2025Q1: 97,081 shares; 2025Q2: 98,467 shares; 2025Q3: 122,877 shares; 2025Q4: 190,126 shares; 2026Q1: 182,311 shares; 2026Q2: 218,364 shares; 2026Q3: 145,062 shares 145,062 $6.44M 0.05% -73,302 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,039 shares; 2026Q2: 116,283 shares; 2026Q3: 131,481 shares 131,481 $6.44M 0.05% +15,198 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,578 shares; 2025Q1: 68,859 shares; 2025Q2: 186,906 shares; 2025Q3: 190,422 shares; 2025Q4: 183,386 shares; 2026Q1: 159,292 shares; 2026Q2: 159,261 shares; 2026Q3: 160,914 shares 160,914 $6.42M 0.05% +1,653 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,671 shares; 2025Q1: 46,570 shares; 2025Q2: 102,980 shares; 2025Q3: 137,133 shares; 2025Q4: 232,679 shares; 2026Q1: 250,189 shares; 2026Q2: 153,062 shares; 2026Q3: 130,328 shares 130,328 $6.41M 0.05% -22,734 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,714 shares; 2025Q1: 870 shares; 2025Q2: 3,012 shares; 2025Q3: 11,701 shares; 2025Q4: 12,791 shares; 2026Q1: 13,378 shares; 2026Q2: 20,757 shares; 2026Q3: 21,576 shares 21,576 $6.36M 0.05% +819 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,060 shares 30,060 $6.34M 0.04% new Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199,144 shares; 2026Q3: 247,940 shares 247,940 $6.33M 0.04% +48,796 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,995 shares; 2025Q1: 62,077 shares; 2025Q2: 71,734 shares; 2025Q3: 81,917 shares; 2025Q4: 117,433 shares; 2026Q1: 125,524 shares; 2026Q2: 131,189 shares; 2026Q3: 148,957 shares 148,957 $6.32M 0.04% +17,768 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 73,806 shares 73,806 $6.29M 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,292 shares; 2025Q1: 2,561 shares; 2025Q2: 2,801 shares; 2025Q3: 3,257 shares; 2025Q4: 4,054 shares; 2026Q1: 4,278 shares; 2026Q2: 4,386 shares; 2026Q3: 5,912 shares 5,912 $6.26M 0.04% +1,526 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,159 shares; 2025Q1: 10,141 shares; 2025Q2: 17,293 shares; 2025Q3: 21,846 shares; 2025Q4: 43,160 shares; 2026Q1: 106,394 shares; 2026Q2: 127,604 shares; 2026Q3: 158,388 shares 158,388 $6.25M 0.04% +30,784 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,075 shares; 2025Q1: 9,239 shares; 2025Q2: 21,763 shares; 2025Q3: 76,424 shares; 2025Q4: 88,286 shares; 2026Q1: 100,984 shares; 2026Q2: 101,998 shares; 2026Q3: 95,606 shares 95,606 $6.23M 0.04% -6,392 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 3,497 shares; 2025Q3: 10,344 shares; 2025Q4: 16,296 shares; 2026Q1: 31,276 shares; 2026Q2: 51,760 shares; 2026Q3: 63,017 shares 63,017 $6.21M 0.04% +11,257 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,281 shares; 2026Q2: 123,469 shares; 2026Q3: 128,447 shares 128,447 $6.19M 0.04% +4,978 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,224 shares; 2025Q1: 1,181 shares; 2025Q2: 9,956 shares; 2025Q3: 15,593 shares; 2025Q4: 13,587 shares; 2026Q1: 16,471 shares; 2026Q2: 21,939 shares; 2026Q3: 30,280 shares 30,280 $6.14M 0.04% +8,341 Timeline SSPY EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,112 shares; 2026Q1: 65,288 shares; 2026Q2: 64,507 shares; 2026Q3: 63,297 shares 63,297 $6.08M 0.04% -1,210 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,769 shares; 2025Q1: 22,771 shares; 2025Q2: 21,167 shares; 2025Q3: 20,588 shares; 2025Q4: 20,768 shares; 2026Q1: 21,380 shares; 2026Q2: 26,252 shares; 2026Q3: 26,163 shares 26,163 $6.06M 0.04% -89 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,987 shares; 2025Q2: 6,449 shares; 2025Q3: 57,022 shares; 2025Q4: 67,818 shares; 2026Q1: 73,154 shares; 2026Q2: 68,220 shares; 2026Q3: 70,429 shares 70,429 $6.05M 0.04% +2,209 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,823 shares; 2025Q1: 12,114 shares; 2025Q2: 12,076 shares; 2025Q3: 15,558 shares; 2025Q4: 16,388 shares; 2026Q1: 16,489 shares; 2026Q2: 16,672 shares; 2026Q3: 17,194 shares 17,194 $5.97M 0.04% +522 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,723 shares; 2025Q1: 152,988 shares; 2025Q2: 145,709 shares; 2025Q3: 124,181 shares; 2025Q4: 123,129 shares; 2026Q1: 126,198 shares; 2026Q2: 122,519 shares; 2026Q3: 127,268 shares 127,268 $5.94M 0.04% +4,749 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,219 shares; 2025Q1: 13,617 shares; 2025Q2: 17,201 shares; 2025Q3: 25,761 shares; 2025Q4: 29,068 shares; 2026Q1: 30,503 shares; 2026Q2: 32,181 shares; 2026Q3: 34,647 shares 34,647 $5.92M 0.04% +2,466 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,393 shares; 2025Q1: 32,885 shares; 2025Q2: 29,426 shares; 2025Q3: 30,186 shares; 2025Q4: 36,015 shares; 2026Q1: 45,976 shares; 2026Q2: 41,771 shares; 2026Q3: 124,962 shares 124,962 $5.89M 0.04% +83,191 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,067 shares; 2025Q1: 37,343 shares; 2025Q2: 25,834 shares; 2025Q3: 27,371 shares; 2025Q4: 40,075 shares; 2026Q1: 40,018 shares; 2026Q2: 34,398 shares; 2026Q3: 18,568 shares 18,568 $5.89M 0.04% -15,830 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,239 shares; 2025Q1: 15,628 shares; 2025Q2: 17,328 shares; 2025Q3: 18,309 shares; 2025Q4: 34,378 shares; 2026Q1: 34,514 shares; 2026Q2: 37,340 shares; 2026Q3: 41,229 shares 41,229 $5.88M 0.04% +3,889 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,223 shares; 2025Q1: 56,266 shares; 2025Q2: 25,950 shares; 2025Q3: 24,220 shares; 2025Q4: 26,283 shares; 2026Q1: 20,449 shares; 2026Q2: 51,223 shares; 2026Q3: 226,886 shares 226,886 $5.81M 0.04% +175,663 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,862 shares; 2025Q1: 6,009 shares; 2025Q2: 5,578 shares; 2025Q3: 4,371 shares; 2025Q4: 15,214 shares; 2026Q1: 16,672 shares; 2026Q2: 16,580 shares; 2026Q3: 18,765 shares 18,765 $5.8M 0.04% +2,185 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,004 shares; 2025Q1: 18,261 shares; 2025Q2: 16,539 shares; 2025Q3: 20,321 shares; 2025Q4: 30,047 shares; 2026Q1: 25,959 shares; 2026Q2: 23,914 shares; 2026Q3: 32,402 shares 32,402 $5.79M 0.04% +8,488 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,138 shares; 2025Q1: 9,337 shares; 2025Q2: 9,737 shares; 2025Q3: 13,864 shares; 2025Q4: 70,636 shares; 2026Q1: 110,298 shares; 2026Q2: 113,855 shares; 2026Q3: 107,432 shares 107,432 $5.77M 0.04% -6,423 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 348,361 shares; 2025Q1: 434,553 shares; 2025Q2: 819,060 shares; 2025Q3: 193,897 shares; 2025Q4: 181,611 shares; 2026Q1: 168,724 shares; 2026Q2: 193,998 shares; 2026Q3: 178,622 shares 178,622 $5.77M 0.04% -15,376 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,770 shares; 2025Q1: 40,741 shares; 2025Q2: 50,982 shares; 2025Q3: 54,692 shares; 2025Q4: 44,266 shares; 2026Q1: 46,943 shares; 2026Q2: 56,610 shares; 2026Q3: 67,523 shares 67,523 $5.76M 0.04% +10,913 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 856 shares; 2025Q1: 717 shares; 2025Q2: 2,582 shares; 2025Q3: 5,624 shares; 2025Q4: 12,469 shares; 2026Q1: 26,403 shares; 2026Q2: 30,777 shares; 2026Q3: 63,999 shares 63,999 $5.73M 0.04% +33,222 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,092 shares; 2025Q1: 4,018 shares; 2025Q2: 7,566 shares; 2025Q3: 8,264 shares; 2025Q4: 14,659 shares; 2026Q1: 17,385 shares; 2026Q2: 20,084 shares; 2026Q3: 29,605 shares 29,605 $5.72M 0.04% +9,521 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,620 shares; 2025Q1: 23,737 shares; 2025Q2: 30,272 shares; 2025Q3: 47,124 shares; 2025Q4: 54,197 shares; 2026Q1: 55,073 shares; 2026Q2: 63,245 shares; 2026Q3: 73,933 shares 73,933 $5.64M 0.04% +10,688 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; 2024Q4: 29,990 shares; 2025Q1: 29,088 shares; 2025Q2: 48,305 shares; 2025Q3: 51,752 shares; 2025Q4: 51,805 shares; 2026Q1: 69,338 shares; 2026Q2: 107,163 shares; 2026Q3: 107,248 shares 107,248 $5.63M 0.04% +85 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,224 shares; 2025Q2: 21,679 shares; 2025Q3: 33,419 shares; 2025Q4: 35,383 shares; 2026Q1: 38,261 shares; 2026Q2: 38,666 shares; 2026Q3: 41,942 shares 41,942 $5.63M 0.04% +3,276 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,296 shares; 2025Q1: 4,512 shares; 2025Q2: 4,455 shares; 2025Q3: 5,283 shares; 2025Q4: 13,157 shares; 2026Q1: 14,420 shares; 2026Q2: 14,013 shares; 2026Q3: 14,170 shares 14,170 $5.59M 0.04% +157 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,252 shares; 2025Q1: 16,382 shares; 2025Q2: 17,339 shares; 2025Q3: 30,056 shares; 2025Q4: 39,590 shares; 2026Q1: 35,315 shares; 2026Q2: 42,396 shares; 2026Q3: 48,461 shares 48,461 $5.59M 0.04% +6,065 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,964 shares; 2026Q3: 125,786 shares 125,786 $5.55M 0.04% +26,822 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,069 shares; 2025Q1: 7,492 shares; 2025Q2: 53,781 shares; 2025Q3: 53,657 shares; 2025Q4: 35,983 shares; 2026Q1: 57,466 shares; 2026Q2: 61,541 shares; 2026Q3: 75,510 shares 75,510 $5.49M 0.04% +13,969 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,318 shares; 2025Q1: 11,317 shares; 2025Q2: 12,193 shares; 2025Q3: 12,588 shares; 2025Q4: 35,279 shares; 2026Q1: 35,826 shares; 2026Q2: 35,516 shares; 2026Q3: 40,395 shares 40,395 $5.47M 0.04% +4,879 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,127 shares; 2025Q1: 43,710 shares; 2025Q2: 45,173 shares; 2025Q3: 46,184 shares; 2025Q4: 54,176 shares; 2026Q1: 51,670 shares; 2026Q2: 52,879 shares; 2026Q3: 57,525 shares 57,525 $5.41M 0.04% +4,646 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,592 shares; 2026Q1: 80,673 shares; 2026Q2: 110,068 shares; 2026Q3: 97,086 shares 97,086 $5.39M 0.04% -12,982 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,268 shares; 2025Q1: 12,808 shares; 2025Q2: 15,028 shares; 2025Q3: 16,181 shares; 2025Q4: 20,929 shares; 2026Q1: 22,846 shares; 2026Q2: 21,845 shares; 2026Q3: 29,209 shares 29,209 $5.38M 0.04% +7,364 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,222 shares; 2025Q1: 96,152 shares; 2025Q2: 80,263 shares; 2025Q3: 88,540 shares; 2025Q4: 153,695 shares; 2026Q1: 164,068 shares; 2026Q2: 161,473 shares; 2026Q3: 198,595 shares 198,595 $5.37M 0.04% +37,122 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,749 shares; 2025Q1: 9,719 shares; 2025Q2: 16,570 shares; 2025Q3: 19,421 shares; 2025Q4: 42,664 shares; 2026Q1: 51,552 shares; 2026Q2: 56,931 shares; 2026Q3: 56,334 shares 56,334 $5.35M 0.04% -597 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,826 shares; 2025Q1: 8,498 shares; 2025Q2: 20,058 shares; 2025Q3: 20,956 shares; 2025Q4: 22,585 shares; 2026Q1: 21,557 shares; 2026Q2: 16,364 shares; 2026Q3: 20,146 shares 20,146 $5.32M 0.04% +3,782 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,194 shares; 2025Q1: 12,389 shares; 2025Q2: 13,774 shares; 2025Q3: 14,427 shares; 2025Q4: 16,048 shares; 2026Q1: 21,545 shares; 2026Q2: 26,749 shares; 2026Q3: 33,883 shares 33,883 $5.31M 0.04% +7,134 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 735 shares; 2025Q3: 730 shares; 2025Q4: 342 shares; 2026Q1: 298 shares; 2026Q2: 110,765 shares; 2026Q3: 129,957 shares 129,957 $5.3M 0.04% +19,192 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,303 shares; 2025Q1: 6,799 shares; 2025Q2: 7,558 shares; 2025Q3: 9,735 shares; 2025Q4: 14,793 shares; 2026Q1: 17,084 shares; 2026Q2: 17,426 shares; 2026Q3: 19,203 shares 19,203 $5.29M 0.04% +1,777 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,113 shares; 2025Q1: 24,363 shares; 2025Q2: 25,543 shares; 2025Q3: 72,477 shares; 2025Q4: 80,070 shares; 2026Q1: 81,359 shares; 2026Q2: 76,605 shares; 2026Q3: 73,853 shares 73,853 $5.28M 0.04% -2,752 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,755 shares; 2025Q1: 27,725 shares; 2025Q2: 37,050 shares; 2025Q3: 43,496 shares; 2025Q4: 49,470 shares; 2026Q1: 119,608 shares; 2026Q2: 111,512 shares; 2026Q3: 103,031 shares 103,031 $5.27M 0.04% -8,481 Timeline PDBA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,140 shares; 2026Q2: 136,947 shares; 2026Q3: 140,050 shares 140,050 $5.26M 0.04% +3,103 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158,857 shares; 2025Q1: 181,320 shares; 2025Q2: 110,060 shares; 2025Q3: 121,264 shares; 2025Q4: 118,849 shares; 2026Q1: 113,332 shares; 2026Q2: 114,643 shares; 2026Q3: 58,541 shares 58,541 $5.25M 0.04% -56,102 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,488 shares; 2026Q2: 115,006 shares; 2026Q3: 111,375 shares 111,375 $5.23M 0.04% -3,631 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,653 shares; 2025Q1: 57,280 shares; 2025Q2: 55,638 shares; 2025Q3: 67,213 shares; 2025Q4: 67,557 shares; 2026Q1: 71,283 shares; 2026Q2: 75,742 shares; 2026Q3: 101,414 shares 101,414 $5.18M 0.04% +25,672 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,376 shares; 2025Q1: 20,464 shares; 2025Q2: 21,474 shares; 2025Q3: 23,294 shares; 2025Q4: 39,541 shares; 2026Q1: 50,899 shares; 2026Q2: 58,090 shares; 2026Q3: 111,726 shares 111,726 $5.17M 0.04% +53,636 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares; 2026Q3: 30,342 shares 30,342 $5.17M 0.04% +30,138 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,296 shares; 2026Q3: 138,934 shares 138,934 $5.16M 0.04% +2,638 Timeline ACLO TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,700 shares; 2026Q2: 101,200 shares; 2026Q3: 101,993 shares 101,993 $5.16M 0.04% +793 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,802 shares; 2025Q1: 3,359 shares; 2025Q2: 9,938 shares; 2025Q3: 9,077 shares; 2025Q4: 11,301 shares; 2026Q1: 12,872 shares; 2026Q2: 13,142 shares; 2026Q3: 19,996 shares 19,996 $5.14M 0.04% +6,854 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,736 shares; 2026Q1: 94,737 shares; 2026Q2: 108,261 shares; 2026Q3: 83,846 shares 83,846 $5.09M 0.04% -24,415 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,630 shares; 2025Q1: 5,887 shares; 2025Q2: 5,755 shares; 2025Q3: 7,702 shares; 2025Q4: 6,846 shares; 2026Q1: 15,051 shares; 2026Q2: 20,300 shares; 2026Q3: 21,090 shares 21,090 $5.09M 0.04% +790 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,304 shares; 2025Q1: 10,199 shares; 2025Q2: 12,248 shares; 2025Q3: 14,037 shares; 2025Q4: 28,071 shares; 2026Q1: 29,256 shares; 2026Q2: 30,463 shares; 2026Q3: 33,461 shares 33,461 $5.09M 0.04% +2,998 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; 2024Q4: 46,867 shares; 2025Q1: 59,342 shares; 2025Q2: 69,086 shares; 2025Q3: 75,001 shares; 2025Q4: 80,270 shares; 2026Q1: 92,286 shares; 2026Q2: 106,276 shares; 2026Q3: 100,829 shares 100,829 $5.03M 0.04% -5,447 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,627 shares; 2025Q1: 12,089 shares; 2025Q2: 12,967 shares; 2025Q3: 27,476 shares; 2025Q4: 52,486 shares; 2026Q1: 51,845 shares; 2026Q2: 50,751 shares; 2026Q3: 82,684 shares 82,684 $5M 0.04% +31,933 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,066 shares; 2025Q2: 9,935 shares; 2025Q3: 9,947 shares; 2025Q4: 51,674 shares; 2026Q1: 76,946 shares; 2026Q2: 90,237 shares; 2026Q3: 98,897 shares 98,897 $4.99M 0.04% +8,660 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,772 shares; 2025Q1: 14,154 shares; 2025Q2: 26,745 shares; 2025Q3: 28,294 shares; 2025Q4: 73,410 shares; 2026Q1: 83,955 shares; 2026Q2: 95,633 shares; 2026Q3: 107,277 shares 107,277 $4.99M 0.04% +11,644 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,257 shares; 2025Q1: 57,484 shares; 2025Q2: 65,770 shares; 2025Q3: 70,065 shares; 2025Q4: 77,964 shares; 2026Q1: 70,584 shares; 2026Q2: 73,032 shares; 2026Q3: 79,419 shares 79,419 $4.98M 0.04% +6,387 Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,419 shares; 2026Q1: 180,476 shares; 2026Q2: 185,776 shares; 2026Q3: 204,500 shares 204,500 $4.95M 0.04% +18,724 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,409 shares; 2025Q1: 2,871 shares; 2025Q2: 2,906 shares; 2025Q3: 3,393 shares; 2025Q4: 4,421 shares; 2026Q1: 4,752 shares; 2026Q2: 4,922 shares; 2026Q3: 9,471 shares 9,471 $4.95M 0.04% +4,549 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,587 shares; 2025Q1: 3,179 shares; 2025Q2: 4,164 shares; 2025Q3: 4,561 shares; 2025Q4: 7,478 shares; 2026Q1: 8,148 shares; 2026Q2: 10,610 shares; 2026Q3: 10,878 shares 10,878 $4.92M 0.03% +268 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,604 shares; 2025Q1: 3,653 shares; 2025Q2: 3,486 shares; 2025Q3: 6,107 shares; 2025Q4: 8,633 shares; 2026Q1: 10,478 shares; 2026Q2: 11,246 shares; 2026Q3: 13,785 shares 13,785 $4.91M 0.03% +2,539 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,522 shares; 2025Q1: 61,052 shares; 2025Q2: 66,986 shares; 2025Q3: 67,742 shares; 2025Q4: 71,699 shares; 2026Q1: 59,342 shares; 2026Q2: 65,993 shares; 2026Q3: 56,909 shares 56,909 $4.91M 0.03% -9,084 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; 2024Q4: 10,829 shares; 2025Q1: 18,325 shares; 2025Q2: 27,717 shares; 2025Q3: 41,091 shares; 2025Q4: 45,585 shares; 2026Q1: 48,267 shares; 2026Q2: 39,569 shares; 2026Q3: 37,913 shares 37,913 $4.89M 0.03% -1,656 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,107 shares; 2025Q3: 9,004 shares; 2025Q4: 63,162 shares; 2026Q1: 85,525 shares; 2026Q2: 96,227 shares; 2026Q3: 125,076 shares 125,076 $4.89M 0.03% +28,849 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,944 shares; 2025Q1: 7,626 shares; 2025Q2: 24,510 shares; 2025Q3: 27,339 shares; 2025Q4: 35,062 shares; 2026Q1: 48,523 shares; 2026Q2: 48,481 shares; 2026Q3: 50,181 shares 50,181 $4.88M 0.03% +1,700 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; 2024Q4: 9,818 shares; 2025Q1: 6,051 shares; 2025Q2: 5,079 shares; 2025Q3: 28,679 shares; 2025Q4: 29,983 shares; 2026Q1: 30,510 shares; 2026Q2: 33,788 shares; 2026Q3: 24,922 shares 24,922 $4.87M 0.03% -8,866 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,716 shares; 2025Q1: 4,801 shares; 2025Q2: 9,679 shares; 2025Q3: 9,912 shares; 2025Q4: 12,383 shares; 2026Q1: 14,546 shares; 2026Q2: 13,742 shares; 2026Q3: 14,342 shares 14,342 $4.87M 0.03% +600 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489 shares; 2025Q1: 472 shares; 2025Q2: 528 shares; 2025Q3: 625 shares; 2025Q4: 1,107 shares; 2026Q1: 1,080 shares; 2026Q2: 28,437 shares; 2026Q3: 29,874 shares 29,874 $4.87M 0.03% +1,437 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,636 shares; 2025Q1: 52,601 shares; 2025Q2: 100,097 shares; 2025Q3: 127,478 shares; 2025Q4: 136,946 shares; 2026Q1: 87,701 shares; 2026Q2: 105,249 shares; 2026Q3: 101,003 shares 101,003 $4.86M 0.03% -4,246 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,139 shares; 2025Q1: 22,138 shares; 2025Q2: 21,917 shares; 2025Q3: 203,816 shares; 2025Q4: 203,211 shares; 2026Q1: 178,221 shares; 2026Q2: 173,413 shares; 2026Q3: 62,968 shares 62,968 $4.86M 0.03% -110,445 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,458 shares; 2025Q1: 18,295 shares; 2025Q2: 68,650 shares; 2025Q3: 70,880 shares; 2025Q4: 72,070 shares; 2026Q1: 72,634 shares; 2026Q2: 73,582 shares; 2026Q3: 75,047 shares 75,047 $4.85M 0.03% +1,465 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,352 shares; 2025Q1: 2,679 shares; 2025Q2: 6,504 shares; 2025Q3: 8,169 shares; 2025Q4: 11,635 shares; 2026Q1: 12,873 shares; 2026Q2: 13,271 shares; 2026Q3: 16,593 shares 16,593 $4.82M 0.03% +3,322 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 863 shares; 2025Q1: 1,102 shares; 2025Q2: 1,219 shares; 2025Q3: 1,925 shares; 2025Q4: 3,847 shares; 2026Q1: 4,030 shares; 2026Q2: 3,978 shares; 2026Q3: 2,897 shares 2,897 $4.79M 0.03% -1,081 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 682 shares; 2025Q1: 2,198 shares; 2025Q2: 5,059 shares; 2025Q3: 15,478 shares; 2025Q4: 34,147 shares; 2026Q1: 29,526 shares; 2026Q2: 30,419 shares; 2026Q3: 32,558 shares 32,558 $4.78M 0.03% +2,139 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 14,545 shares; 2025Q4: 46,742 shares; 2026Q1: 80,699 shares; 2026Q2: 103,089 shares; 2026Q3: 120,527 shares 120,527 $4.77M 0.03% +17,438 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 687 shares; 2025Q1: 405 shares; 2025Q2: 2,069 shares; 2025Q3: 1,277 shares; 2025Q4: 5,218 shares; 2026Q1: 5,887 shares; 2026Q2: 22,308 shares; 2026Q3: 27,110 shares 27,110 $4.75M 0.03% +4,802 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,788 shares; 2025Q1: 15,888 shares; 2025Q2: 12,852 shares; 2025Q3: 18,755 shares; 2025Q4: 131,601 shares; 2026Q1: 128,029 shares; 2026Q2: 128,340 shares; 2026Q3: 87,718 shares 87,718 $4.75M 0.03% -40,622 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,083 shares; 2025Q1: 7,082 shares; 2025Q2: 9,817 shares; 2025Q3: 52,238 shares; 2025Q4: 68,876 shares; 2026Q1: 65,494 shares; 2026Q2: 59,407 shares; 2026Q3: 56,683 shares 56,683 $4.74M 0.03% -2,724 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,524 shares; 2025Q1: 22,451 shares; 2025Q2: 24,899 shares; 2025Q3: 44,036 shares; 2025Q4: 45,501 shares; 2026Q1: 47,108 shares; 2026Q2: 61,277 shares; 2026Q3: 62,814 shares 62,814 $4.74M 0.03% +1,537 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,102 shares; 2026Q1: 116,857 shares; 2026Q2: 102,500 shares; 2026Q3: 94,244 shares 94,244 $4.7M 0.03% -8,256 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,784 shares; 2025Q1: 8,719 shares; 2025Q2: 13,116 shares; 2025Q3: 11,454 shares; 2025Q4: 14,267 shares; 2026Q1: 18,582 shares; 2026Q2: 18,623 shares; 2026Q3: 21,162 shares 21,162 $4.69M 0.03% +2,539 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,440 shares; 2025Q1: 121,697 shares; 2025Q2: 123,776 shares; 2025Q3: 116,035 shares; 2025Q4: 134,061 shares; 2026Q1: 127,972 shares; 2026Q2: 127,480 shares; 2026Q3: 126,615 shares 126,615 $4.69M 0.03% -865 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 353 shares; 2026Q2: 178,382 shares; 2026Q3: 169,907 shares 169,907 $4.68M 0.03% -8,475 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,274 shares; 2025Q1: 16,373 shares; 2025Q2: 17,542 shares; 2025Q3: 20,721 shares; 2025Q4: 24,806 shares; 2026Q1: 25,769 shares; 2026Q2: 27,735 shares; 2026Q3: 30,123 shares 30,123 $4.67M 0.03% +2,388 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,371 shares; 2025Q1: 32,937 shares; 2025Q2: 32,702 shares; 2025Q3: 27,792 shares; 2025Q4: 35,831 shares; 2026Q1: 36,352 shares; 2026Q2: 69,278 shares; 2026Q3: 86,257 shares 86,257 $4.67M 0.03% +16,979 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,363 shares; 2025Q1: 20,355 shares; 2025Q2: 23,890 shares; 2025Q3: 30,223 shares; 2025Q4: 86,298 shares; 2026Q1: 80,125 shares; 2026Q2: 86,972 shares; 2026Q3: 100,007 shares 100,007 $4.65M 0.03% +13,035 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,418 shares; 2025Q1: 2,852 shares; 2025Q2: 15,027 shares; 2025Q3: 18,207 shares; 2025Q4: 27,167 shares; 2026Q1: 26,426 shares; 2026Q2: 25,603 shares; 2026Q3: 26,394 shares 26,394 $4.61M 0.03% +791 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,157 shares; 2025Q1: 2,810 shares; 2025Q2: 2,676 shares; 2025Q3: 4,090 shares; 2025Q4: 8,607 shares; 2026Q1: 10,333 shares; 2026Q2: 9,308 shares; 2026Q3: 11,826 shares 11,826 $4.6M 0.03% +2,518 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 217 shares; 2025Q2: 235,276 shares; 2025Q3: 239,319 shares; 2025Q4: 247,321 shares; 2026Q1: 272,486 shares; 2026Q2: 236,943 shares; 2026Q3: 234,298 shares 234,298 $4.59M 0.03% -2,645 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,241 shares; 2025Q1: 14,931 shares; 2025Q2: 19,407 shares; 2025Q3: 20,158 shares; 2025Q4: 28,979 shares; 2026Q1: 36,656 shares; 2026Q2: 38,510 shares; 2026Q3: 42,971 shares 42,971 $4.59M 0.03% +4,461 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,645 shares; 2026Q2: 165,154 shares; 2026Q3: 146,646 shares 146,646 $4.58M 0.03% -18,508 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,531 shares; 2026Q3: 106,026 shares 106,026 $4.57M 0.03% +3,495 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,521 shares; 2026Q1: 90,031 shares; 2026Q2: 92,321 shares; 2026Q3: 93,405 shares 93,405 $4.53M 0.03% +1,084 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,492 shares; 2025Q1: 5,698 shares; 2025Q2: 5,229 shares; 2025Q3: 8,742 shares; 2025Q4: 12,357 shares; 2026Q1: 20,285 shares; 2026Q2: 21,481 shares; 2026Q3: 21,628 shares 21,628 $4.53M 0.03% +147 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; 2024Q4: 8,042 shares; 2025Q1: 15,302 shares; 2025Q2: 34,803 shares; 2025Q3: 33,339 shares; 2025Q4: 108,972 shares; 2026Q1: 111,013 shares; 2026Q2: 136,979 shares; 2026Q3: 142,647 shares 142,647 $4.49M 0.03% +5,668 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,104 shares; 2025Q1: 6,933 shares; 2025Q2: 7,339 shares; 2025Q3: 8,228 shares; 2025Q4: 9,893 shares; 2026Q1: 10,479 shares; 2026Q2: 10,610 shares; 2026Q3: 12,601 shares 12,601 $4.48M 0.03% +1,991 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 321 shares; 2025Q1: 19,836 shares; 2025Q2: 35,213 shares; 2025Q3: 38,585 shares; 2025Q4: 44,500 shares; 2026Q1: 59,214 shares; 2026Q2: 61,165 shares; 2026Q3: 62,542 shares 62,542 $4.47M 0.03% +1,377 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,622 shares; 2025Q1: 19,832 shares; 2025Q2: 19,708 shares; 2025Q3: 33,144 shares; 2025Q4: 37,354 shares; 2026Q1: 47,272 shares; 2026Q2: 56,479 shares; 2026Q3: 86,125 shares 86,125 $4.47M 0.03% +29,646 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,738 shares; 2025Q1: 31,437 shares; 2025Q2: 25,958 shares; 2025Q3: 25,318 shares; 2025Q4: 28,433 shares; 2026Q1: 33,402 shares; 2026Q2: 46,855 shares; 2026Q3: 69,745 shares 69,745 $4.46M 0.03% +22,890 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,494 shares; 2025Q1: 32,624 shares; 2025Q2: 32,780 shares; 2025Q3: 34,777 shares; 2025Q4: 34,688 shares; 2026Q1: 35,183 shares; 2026Q2: 39,906 shares; 2026Q3: 40,021 shares 40,021 $4.46M 0.03% +115 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,949 shares; 2025Q1: 17,908 shares; 2025Q2: 12,377 shares; 2025Q3: 12,055 shares; 2025Q4: 11,766 shares; 2026Q1: 11,488 shares; 2026Q2: 84,743 shares; 2026Q3: 56,953 shares 56,953 $4.45M 0.03% -27,790 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,807 shares; 2026Q2: 181,735 shares; 2026Q3: 158,452 shares 158,452 $4.43M 0.03% -23,283 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 199,440 shares 199,440 $4.42M 0.03% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,471 shares; 2025Q1: 133,128 shares; 2025Q2: 126,483 shares; 2025Q3: 96,598 shares; 2025Q4: 81,290 shares; 2026Q1: 59,427 shares; 2026Q2: 59,829 shares; 2026Q3: 60,109 shares 60,109 $4.41M 0.03% +280 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; 2024Q4: 30,621 shares; 2025Q1: 31,351 shares; 2025Q2: 97,650 shares; 2025Q3: 62,372 shares; 2025Q4: 57,856 shares; 2026Q1: 239,321 shares; 2026Q2: 59,209 shares; 2026Q3: 73,868 shares 73,868 $4.4M 0.03% +14,659 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,034 shares; 2025Q1: 14,451 shares; 2025Q2: 17,501 shares; 2025Q3: 15,675 shares; 2025Q4: 21,104 shares; 2026Q1: 19,542 shares; 2026Q2: 19,327 shares; 2026Q3: 19,745 shares 19,745 $4.35M 0.03% +418 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,372 shares; 2025Q1: 12,141 shares; 2025Q2: 12,759 shares; 2025Q3: 12,657 shares; 2025Q4: 16,837 shares; 2026Q1: 20,423 shares; 2026Q2: 24,462 shares; 2026Q3: 38,303 shares 38,303 $4.35M 0.03% +13,841 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,351 shares; 2025Q1: 8,463 shares; 2025Q2: 65,511 shares; 2025Q3: 155,281 shares; 2025Q4: 81,607 shares; 2026Q1: 76,333 shares; 2026Q2: 75,635 shares; 2026Q3: 79,298 shares 79,298 $4.32M 0.03% +3,663 Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,147 shares; 2026Q2: 81,266 shares; 2026Q3: 84,841 shares 84,841 $4.32M 0.03% +3,575 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares; 2026Q2: 11,102 shares; 2026Q3: 50,139 shares 50,139 $4.32M 0.03% +39,037 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,489 shares; 2025Q1: 3,879 shares; 2025Q2: 3,224 shares; 2025Q3: 5,444 shares; 2025Q4: 7,359 shares; 2026Q1: 8,271 shares; 2026Q2: 10,156 shares; 2026Q3: 12,750 shares 12,750 $4.31M 0.03% +2,594 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,732 shares; 2025Q1: 10,743 shares; 2025Q2: 12,587 shares; 2025Q3: 11,514 shares; 2025Q4: 14,487 shares; 2026Q1: 17,325 shares; 2026Q2: 18,702 shares; 2026Q3: 19,347 shares 19,347 $4.3M 0.03% +645 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,240 shares; 2025Q1: 2,753 shares; 2025Q2: 3,435 shares; 2025Q3: 5,884 shares; 2025Q4: 7,619 shares; 2026Q1: 7,820 shares; 2026Q2: 8,103 shares; 2026Q3: 8,327 shares 8,327 $4.3M 0.03% +224 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,010 shares; 2025Q1: 1,050 shares; 2025Q2: 7,082 shares; 2025Q3: 7,530 shares; 2025Q4: 9,379 shares; 2026Q1: 11,387 shares; 2026Q2: 19,930 shares; 2026Q3: 27,226 shares 27,226 $4.29M 0.03% +7,296 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,903 shares; 2025Q1: 1,858 shares; 2025Q2: 9,448 shares; 2025Q3: 24,448 shares; 2025Q4: 43,138 shares; 2026Q1: 51,327 shares; 2026Q2: 45,514 shares; 2026Q3: 50,598 shares 50,598 $4.29M 0.03% +5,084 Timeline GLIN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,725 shares; 2025Q1: 32,310 shares; 2025Q2: 92,530 shares; 2025Q3: 95,070 shares; 2025Q4: 96,770 shares; 2026Q1: 98,930 shares; 2026Q2: 100,380 shares; 2026Q3: 99,840 shares 99,840 $4.29M 0.03% -540 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; 2024Q4: 870 shares; 2025Q1: 1,616 shares; 2025Q2: 3,863 shares; 2025Q3: 8,880 shares; 2025Q4: 17,604 shares; 2026Q1: 15,243 shares; 2026Q2: 15,107 shares; 2026Q3: 14,784 shares 14,784 $4.28M 0.03% -323 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,710 shares; 2025Q4: not reported; 2026Q1: 734 shares; 2026Q2: 66,066 shares; 2026Q3: 79,554 shares 79,554 $4.28M 0.03% +13,488 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,135 shares; 2025Q1: 11,486 shares; 2025Q2: 25,202 shares; 2025Q3: 20,219 shares; 2025Q4: 22,100 shares; 2026Q1: 31,658 shares; 2026Q2: 32,131 shares; 2026Q3: 37,956 shares 37,956 $4.24M 0.03% +5,825 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,087 shares; 2025Q1: 9,915 shares; 2025Q2: 9,562 shares; 2025Q3: 8,835 shares; 2025Q4: 8,785 shares; 2026Q1: 90,411 shares; 2026Q2: 90,665 shares; 2026Q3: 93,496 shares 93,496 $4.23M 0.03% +2,831 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210,945 shares; 2025Q1: 61,028 shares; 2025Q2: 33,503 shares; 2025Q3: 33,203 shares; 2025Q4: 40,173 shares; 2026Q1: 91,529 shares; 2026Q2: 95,223 shares; 2026Q3: 187,521 shares 187,521 $4.13M 0.03% +92,298 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; 2024Q4: 66,296 shares; 2025Q1: 115,145 shares; 2025Q2: 63,812 shares; 2025Q3: 57,945 shares; 2025Q4: 60,994 shares; 2026Q1: 66,047 shares; 2026Q2: 85,061 shares; 2026Q3: 78,152 shares 78,152 $4.13M 0.03% -6,909 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,585 shares; 2025Q4: 16,973 shares; 2026Q1: 17,806 shares; 2026Q2: 21,832 shares; 2026Q3: 159,237 shares 159,237 $4.13M 0.03% +137,405 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212 shares; 2025Q1: 698 shares; 2025Q2: 651 shares; 2025Q3: 357 shares; 2025Q4: 484 shares; 2026Q1: 35,177 shares; 2026Q2: 37,777 shares; 2026Q3: 40,368 shares 40,368 $4.12M 0.03% +2,591 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,704 shares; 2025Q1: 15,027 shares; 2025Q2: 13,405 shares; 2025Q3: 16,013 shares; 2025Q4: 35,725 shares; 2026Q1: 50,197 shares; 2026Q2: 68,299 shares; 2026Q3: 75,793 shares 75,793 $4.1M 0.03% +7,494 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 2,633 shares; 2025Q4: 2,254 shares; 2026Q1: 2,205 shares; 2026Q2: 3,386 shares; 2026Q3: 22,107 shares 22,107 $4.09M 0.03% +18,721 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; 2024Q4: not reported; 2025Q1: 162,859 shares; 2025Q2: 359,151 shares; 2025Q3: 95,793 shares; 2025Q4: 88,094 shares; 2026Q1: 85,235 shares; 2026Q2: 84,061 shares; 2026Q3: 79,639 shares 79,639 $4.08M 0.03% -4,422 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; 2024Q4: 6,558 shares; 2025Q1: 10,219 shares; 2025Q2: 10,977 shares; 2025Q3: 16,351 shares; 2025Q4: 22,863 shares; 2026Q1: 25,609 shares; 2026Q2: 28,785 shares; 2026Q3: 34,343 shares 34,343 $4.07M 0.03% +5,558 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,258 shares; 2026Q1: 64,061 shares; 2026Q2: 130,909 shares; 2026Q3: 137,035 shares 137,035 $4.04M 0.03% +6,126 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; 2024Q4: 43,948 shares; 2025Q1: 40,430 shares; 2025Q2: 41,744 shares; 2025Q3: 37,257 shares; 2025Q4: 56,860 shares; 2026Q1: 65,408 shares; 2026Q2: 62,299 shares; 2026Q3: 60,433 shares 60,433 $4.03M 0.03% -1,866 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,091 shares; 2025Q1: 26,674 shares; 2025Q2: 26,251 shares; 2025Q3: 26,251 shares; 2025Q4: 25,805 shares; 2026Q1: 27,249 shares; 2026Q2: 26,064 shares; 2026Q3: 89,047 shares 89,047 $4.02M 0.03% +62,983 Timeline