AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,751,908 shares; 2024Q4: 5,613,811 shares; 2025Q1: 5,699,371 shares; 2025Q2: 6,275,291 shares; 2025Q3: 6,772,706 shares; 2025Q4: 9,521,669 shares; 2026Q1: 10,037,788 shares; 2026Q2: 10,016,436 shares 10,016,436 $2.89B 2.96% -21,352 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,593,665 shares; 2024Q4: 3,678,313 shares; 2025Q1: 3,788,275 shares; 2025Q2: 4,406,489 shares; 2025Q3: 5,347,859 shares; 2025Q4: 11,419,002 shares; 2026Q1: 12,109,163 shares; 2026Q2: 12,427,184 shares 12,427,184 $2.48B 2.54% +318,021 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065,702 shares; 2024Q4: 1,308,865 shares; 2025Q1: 1,396,978 shares; 2025Q2: 1,629,679 shares; 2025Q3: 6,685,624 shares; 2025Q4: 13,123,017 shares; 2026Q1: 12,980,953 shares; 2026Q2: 12,703,573 shares 12,703,573 $2.42B 2.48% -277,380 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841,926 shares; 2024Q4: 2,613,338 shares; 2025Q1: 2,682,264 shares; 2025Q2: 2,731,392 shares; 2025Q3: 2,801,975 shares; 2025Q4: 4,434,417 shares; 2026Q1: 5,318,401 shares; 2026Q2: 5,084,517 shares 5,084,517 $1.9B 1.94% -233,884 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,716,303 shares; 2024Q4: 38,830,362 shares; 2025Q1: 40,316,550 shares; 2025Q2: 40,969,925 shares; 2025Q3: 42,523,921 shares; 2025Q4: 42,704,909 shares; 2026Q1: 42,584,120 shares; 2026Q2: 42,128,827 shares 42,128,827 $1.87B 1.91% -455,293 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321,840 shares; 2024Q4: 1,463,619 shares; 2025Q1: 1,430,680 shares; 2025Q2: 1,548,766 shares; 2025Q3: 2,504,012 shares; 2025Q4: 2,662,135 shares; 2026Q1: 2,671,958 shares; 2026Q2: 2,688,933 shares 2,688,933 $1.85B 1.89% +16,975 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,403 shares; 2024Q4: 637,996 shares; 2025Q1: 649,627 shares; 2025Q2: 797,865 shares; 2025Q3: 1,663,883 shares; 2025Q4: 2,096,127 shares; 2026Q1: 2,203,708 shares; 2026Q2: 2,413,265 shares 2,413,265 $1.81B 1.85% +209,557 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579,787 shares; 2024Q4: 874,804 shares; 2025Q1: 841,691 shares; 2025Q2: 1,118,972 shares; 2025Q3: 2,462,854 shares; 2025Q4: 2,853,451 shares; 2026Q1: 2,429,375 shares; 2026Q2: 2,355,908 shares 2,355,908 $1.65B 1.69% -73,467 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354,646 shares; 2024Q4: 4,001,862 shares; 2025Q1: 4,109,074 shares; 2025Q2: 4,262,455 shares; 2025Q3: 4,506,840 shares; 2025Q4: 6,893,921 shares; 2026Q1: 7,682,440 shares; 2026Q2: 6,842,819 shares 6,842,819 $1.63B 1.67% -839,621 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478,300 shares; 2024Q4: 2,104,718 shares; 2025Q1: 2,126,417 shares; 2025Q2: 2,239,573 shares; 2025Q3: 2,445,104 shares; 2025Q4: 4,054,798 shares; 2026Q1: 4,808,478 shares; 2026Q2: 4,130,802 shares 4,130,802 $1.48B 1.51% -677,676 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,626,040 shares; 2024Q4: 2,975,850 shares; 2025Q1: 3,009,731 shares; 2025Q2: 3,189,337 shares; 2025Q3: 3,118,389 shares; 2025Q4: 4,333,782 shares; 2026Q1: 4,149,639 shares; 2026Q2: 3,987,329 shares 3,987,329 $1.41B 1.44% -162,310 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,169,128 shares; 2024Q4: 4,512,125 shares; 2025Q1: 4,674,812 shares; 2025Q2: 4,894,023 shares; 2025Q3: 5,010,735 shares; 2025Q4: 6,150,404 shares; 2026Q1: 6,686,069 shares; 2026Q2: 8,536,010 shares 8,536,010 $1.4B 1.44% +1,849,941 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,770 shares; 2024Q4: 90,768 shares; 2025Q1: 90,991 shares; 2025Q2: 90,990 shares; 2025Q3: 90,990 shares; 2025Q4: 45,042,212 shares; 2026Q1: 44,567,709 shares; 2026Q2: 43,870,772 shares 43,870,772 $1.23B 1.26% -696,937 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; 2024Q3: 30,106,232 shares; 2024Q4: 31,284,856 shares; 2025Q1: 30,817,473 shares; 2025Q2: 31,261,025 shares; 2025Q3: 34,454,506 shares; 2025Q4: 36,371,177 shares; 2026Q1: 37,257,857 shares; 2026Q2: 36,844,044 shares 36,844,044 $1.08B 1.1% -413,813 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503,527 shares; 2024Q4: 889,603 shares; 2025Q1: 983,561 shares; 2025Q2: 1,053,004 shares; 2025Q3: 1,394,243 shares; 2025Q4: 2,603,858 shares; 2026Q1: 3,215,540 shares; 2026Q2: 2,659,162 shares 2,659,162 $1B 1.03% -556,378 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,342,575 shares; 2024Q4: 1,402,684 shares; 2025Q1: 1,122,829 shares; 2025Q2: 1,446,595 shares; 2025Q3: 1,764,329 shares; 2025Q4: 2,549,585 shares; 2026Q1: 2,745,961 shares; 2026Q2: 2,708,987 shares 2,708,987 $1B 1.03% -36,974 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509,936 shares; 2024Q4: 2,253,300 shares; 2025Q1: 2,232,074 shares; 2025Q2: 2,279,976 shares; 2025Q3: 2,367,050 shares; 2025Q4: 3,007,563 shares; 2026Q1: 3,107,487 shares; 2026Q2: 2,913,920 shares 2,913,920 $954M 0.98% -193,567 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,252,710 shares; 2024Q4: 11,604,094 shares; 2025Q1: 12,243,964 shares; 2025Q2: 11,680,814 shares; 2025Q3: 12,280,302 shares; 2025Q4: 13,823,466 shares; 2026Q1: 13,542,022 shares; 2026Q2: 17,198,028 shares 17,198,028 $929M 0.95% +3,656,006 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,991 shares; 2024Q4: 655,673 shares; 2025Q1: 663,728 shares; 2025Q2: 659,963 shares; 2025Q3: 3,210,807 shares; 2025Q4: 4,312,622 shares; 2026Q1: 4,283,154 shares; 2026Q2: 4,261,836 shares 4,261,836 $929M 0.95% -21,318 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,324,624 shares; 2024Q4: 2,612,433 shares; 2025Q1: 10,998,637 shares; 2025Q2: 18,002,845 shares; 2025Q3: 18,587,943 shares; 2025Q4: 19,304,073 shares; 2026Q1: 20,387,647 shares; 2026Q2: 21,465,179 shares 21,465,179 $896M 0.92% +1,077,532 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,010,913 shares; 2024Q4: 7,842,067 shares; 2025Q1: 8,078,018 shares; 2025Q2: 8,459,588 shares; 2025Q3: 9,471,486 shares; 2025Q4: 12,566,508 shares; 2026Q1: 13,838,011 shares; 2026Q2: 15,151,246 shares 15,151,246 $894M 0.92% +1,313,235 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,223,851 shares; 2024Q4: 12,188,115 shares; 2025Q1: 12,985,015 shares; 2025Q2: 12,758,269 shares; 2025Q3: 13,243,500 shares; 2025Q4: 13,284,203 shares; 2026Q1: 13,144,184 shares; 2026Q2: 12,491,981 shares 12,491,981 $873M 0.89% -652,203 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,684,967 shares; 2024Q4: 4,118,984 shares; 2025Q1: 3,933,357 shares; 2025Q2: 4,629,495 shares; 2025Q3: 5,480,027 shares; 2025Q4: 7,879,679 shares; 2026Q1: 8,287,534 shares; 2026Q2: 11,918,550 shares 11,918,550 $849M 0.87% +3,631,016 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,743,408 shares; 2024Q4: 1,770,447 shares; 2025Q1: 5,687,232 shares; 2025Q2: 5,908,604 shares; 2025Q3: 6,091,385 shares; 2025Q4: 6,542,029 shares; 2026Q1: 6,665,990 shares; 2026Q2: 6,563,363 shares 6,563,363 $819M 0.84% -102,627 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,770 shares; 2024Q4: 601,527 shares; 2025Q1: 456,357 shares; 2025Q2: 497,181 shares; 2025Q3: 593,794 shares; 2025Q4: 1,895,562 shares; 2026Q1: 2,678,423 shares; 2026Q2: 1,359,656 shares 1,359,656 $790M 0.81% -1,318,767 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,388,727 shares; 2024Q4: 14,469,845 shares; 2025Q1: 14,874,351 shares; 2025Q2: 13,365,832 shares; 2025Q3: 14,681,894 shares; 2025Q4: 14,767,787 shares; 2026Q1: 14,695,031 shares; 2026Q2: 14,217,663 shares 14,217,663 $782M 0.8% -477,368 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,269,247 shares; 2024Q4: 8,423,973 shares; 2025Q1: 8,381,976 shares; 2025Q2: 8,084,925 shares; 2025Q3: 9,198,125 shares; 2025Q4: 9,261,059 shares; 2026Q1: 9,340,123 shares; 2026Q2: 9,443,034 shares 9,443,034 $774M 0.79% +102,911 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753,274 shares; 2024Q4: 918,403 shares; 2025Q1: 917,585 shares; 2025Q2: 934,666 shares; 2025Q3: 1,739,749 shares; 2025Q4: 1,955,205 shares; 2026Q1: 1,932,956 shares; 2026Q2: 1,859,370 shares 1,859,370 $761M 0.78% -73,586 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 812,455 shares; 2025Q1: 442,143 shares; 2025Q2: 442,905 shares; 2025Q3: 449,637 shares; 2025Q4: 2,046,824 shares; 2026Q1: 2,525,689 shares; 2026Q2: 1,642,921 shares 1,642,921 $712M 0.73% -882,768 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,436 shares; 2024Q4: 653,745 shares; 2025Q1: 654,148 shares; 2025Q2: 713,438 shares; 2025Q3: 972,951 shares; 2025Q4: 1,278,710 shares; 2026Q1: 1,326,656 shares; 2026Q2: 1,357,513 shares 1,357,513 $679M 0.7% +30,857 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,829,705 shares; 2024Q4: 6,109,849 shares; 2025Q1: 5,943,570 shares; 2025Q2: 6,417,776 shares; 2025Q3: 6,874,472 shares; 2025Q4: 6,665,623 shares; 2026Q1: 6,997,022 shares; 2026Q2: 6,980,418 shares 6,980,418 $666M 0.68% -16,604 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,363 shares; 2024Q4: 805,185 shares; 2025Q1: 791,207 shares; 2025Q2: 756,869 shares; 2025Q3: 1,324,870 shares; 2025Q4: 1,908,493 shares; 2026Q1: 1,341,813 shares; 2026Q2: 5,259,237 shares 5,259,237 $653M 0.67% +3,917,424 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,470 shares; 2024Q4: 498,268 shares; 2025Q1: 497,294 shares; 2025Q2: 581,491 shares; 2025Q3: 745,357 shares; 2025Q4: 1,219,622 shares; 2026Q1: 1,198,867 shares; 2026Q2: 1,124,479 shares 1,124,479 $632M 0.65% -74,388 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,072 shares; 2024Q4: 29,625 shares; 2025Q1: 34,856 shares; 2025Q2: 41,097 shares; 2025Q3: 725,567 shares; 2025Q4: 1,297,055 shares; 2026Q1: 645,906 shares; 2026Q2: 5,070,432 shares 5,070,432 $606M 0.62% +4,424,526 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,680 shares; 2024Q4: 402,224 shares; 2025Q1: 401,537 shares; 2025Q2: 452,615 shares; 2025Q3: 519,799 shares; 2025Q4: 1,238,994 shares; 2026Q1: 1,940,415 shares; 2026Q2: 1,730,615 shares 1,730,615 $594M 0.61% -209,800 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; 2024Q3: 2,436,949 shares; 2024Q4: 2,823,749 shares; 2025Q1: 6,378,392 shares; 2025Q2: 12,915,929 shares; 2025Q3: 13,449,726 shares; 2025Q4: 14,498,056 shares; 2026Q1: 15,524,503 shares; 2026Q2: 17,142,938 shares 17,142,938 $585M 0.6% +1,618,435 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; 2024Q3: 3,616,396 shares; 2024Q4: 4,343,382 shares; 2025Q1: 13,693,393 shares; 2025Q2: 12,915,171 shares; 2025Q3: 13,310,578 shares; 2025Q4: 13,780,968 shares; 2026Q1: 13,913,450 shares; 2026Q2: 13,414,075 shares 13,414,075 $538M 0.55% -499,375 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,284 shares; 2024Q4: 582,259 shares; 2025Q1: 570,398 shares; 2025Q2: 892,872 shares; 2025Q3: 10,987,886 shares; 2025Q4: 12,376,864 shares; 2026Q1: 8,365,717 shares; 2026Q2: 9,780,436 shares 9,780,436 $524M 0.54% +1,414,719 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,872,131 shares; 2024Q4: 3,253,040 shares; 2025Q1: 3,578,494 shares; 2025Q2: 3,552,546 shares; 2025Q3: 3,766,106 shares; 2025Q4: 4,118,742 shares; 2026Q1: 4,375,680 shares; 2026Q2: 4,813,065 shares 4,813,065 $496M 0.51% +437,385 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801,874 shares; 2024Q4: 881,558 shares; 2025Q1: 863,201 shares; 2025Q2: 940,798 shares; 2025Q3: 2,739,901 shares; 2025Q4: 3,098,148 shares; 2026Q1: 3,081,363 shares; 2026Q2: 3,016,769 shares 3,016,769 $479M 0.49% -64,594 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,161 shares; 2025Q1: 35,293 shares; 2025Q2: 35,379 shares; 2025Q3: 32,772 shares; 2025Q4: 8,228,884 shares; 2026Q1: 9,346,524 shares; 2026Q2: 9,443,123 shares 9,443,123 $478M 0.49% +96,599 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,282 shares; 2024Q4: 88,599 shares; 2025Q1: 88,339 shares; 2025Q2: 226,795 shares; 2025Q3: 2,074,413 shares; 2025Q4: 2,078,231 shares; 2026Q1: 2,011,346 shares; 2026Q2: 2,444,075 shares 2,444,075 $453M 0.46% +432,729 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,465 shares; 2024Q4: 38,189 shares; 2025Q1: 138,878 shares; 2025Q2: 134,779 shares; 2025Q3: 345,828 shares; 2025Q4: 506,109 shares; 2026Q1: 474,727 shares; 2026Q2: 383,743 shares 383,743 $443M 0.45% -90,984 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,692 shares; 2024Q4: 219,374 shares; 2025Q1: 219,621 shares; 2025Q2: 255,800 shares; 2025Q3: 258,747 shares; 2025Q4: 944,756 shares; 2026Q1: 1,140,952 shares; 2026Q2: 860,536 shares 860,536 $431M 0.44% -280,416 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,589 shares; 2024Q4: 312,286 shares; 2025Q1: 243,459 shares; 2025Q2: 361,855 shares; 2025Q3: 4,942,628 shares; 2025Q4: 4,938,294 shares; 2026Q1: 4,858,161 shares; 2026Q2: 3,930,797 shares 3,930,797 $421M 0.43% -927,364 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; 2024Q3: 4,678,596 shares; 2024Q4: 5,691,547 shares; 2025Q1: 6,359,192 shares; 2025Q2: 6,450,225 shares; 2025Q3: 7,357,736 shares; 2025Q4: 8,361,969 shares; 2026Q1: 9,014,872 shares; 2026Q2: 9,899,602 shares 9,899,602 $402M 0.41% +884,730 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,787,424 shares; 2024Q4: 1,881,980 shares; 2025Q1: 1,918,598 shares; 2025Q2: 1,986,570 shares; 2025Q3: 2,060,903 shares; 2025Q4: 2,032,514 shares; 2026Q1: 2,056,355 shares; 2026Q2: 2,083,611 shares 2,083,611 $389M 0.4% +27,256 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,467,906 shares; 2024Q4: 2,680,308 shares; 2025Q1: 2,439,755 shares; 2025Q2: 2,391,296 shares; 2025Q3: 2,488,741 shares; 2025Q4: 3,520,855 shares; 2026Q1: 3,385,185 shares; 2026Q2: 3,431,240 shares 3,431,240 $389M 0.4% +46,055 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,100 shares; 2024Q4: 39,006 shares; 2025Q1: 82,112 shares; 2025Q2: 82,683 shares; 2025Q3: 82,995 shares; 2025Q4: 124,356 shares; 2026Q1: 128,240 shares; 2026Q2: 1,281,019 shares 1,281,019 $386M 0.4% +1,152,779 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,185 shares; 2024Q4: 23,151 shares; 2025Q1: 52,872 shares; 2025Q2: 73,695 shares; 2025Q3: 74,095 shares; 2025Q4: 745,768 shares; 2026Q1: 93,437 shares; 2026Q2: 588,682 shares 588,682 $386M 0.4% +495,245 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,114,024 shares; 2024Q4: 10,968,283 shares; 2025Q1: 10,688,333 shares; 2025Q2: 10,306,430 shares; 2025Q3: 10,975,329 shares; 2025Q4: 10,675,346 shares; 2026Q1: 10,402,150 shares; 2026Q2: 10,393,265 shares 10,393,265 $383M 0.39% -8,885 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894,459 shares; 2024Q4: 1,162,753 shares; 2025Q1: 1,193,378 shares; 2025Q2: 1,257,282 shares; 2025Q3: 1,294,964 shares; 2025Q4: 1,598,938 shares; 2026Q1: 1,603,275 shares; 2026Q2: 1,488,289 shares 1,488,289 $378M 0.39% -114,986 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533,235 shares; 2024Q4: 536,379 shares; 2025Q1: 539,934 shares; 2025Q2: 554,038 shares; 2025Q3: 570,440 shares; 2025Q4: 706,264 shares; 2026Q1: 724,683 shares; 2026Q2: 4,244,024 shares 4,244,024 $366M 0.37% +3,519,341 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,816 shares; 2024Q4: 20,845 shares; 2025Q1: 20,053 shares; 2025Q2: 19,513 shares; 2025Q3: 1,511,032 shares; 2025Q4: 3,046,790 shares; 2026Q1: 3,017,721 shares; 2026Q2: 3,022,702 shares 3,022,702 $355M 0.36% +4,981 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690,819 shares; 2024Q4: 3,339,831 shares; 2025Q1: 3,630,430 shares; 2025Q2: 3,683,265 shares; 2025Q3: 4,685,892 shares; 2025Q4: 5,445,744 shares; 2026Q1: 6,122,105 shares; 2026Q2: 7,253,853 shares 7,253,853 $346M 0.35% +1,131,748 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,264 shares; 2024Q4: 476,630 shares; 2025Q1: 476,848 shares; 2025Q2: 496,100 shares; 2025Q3: 561,038 shares; 2025Q4: 1,412,808 shares; 2026Q1: 1,414,270 shares; 2026Q2: 1,416,627 shares 1,416,627 $343M 0.35% +2,357 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720,908 shares; 2024Q4: 1,210,979 shares; 2025Q1: 1,034,547 shares; 2025Q2: 1,146,235 shares; 2025Q3: 1,297,134 shares; 2025Q4: 1,874,285 shares; 2026Q1: 1,614,164 shares; 2026Q2: 1,584,018 shares 1,584,018 $337M 0.35% -30,146 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133,757 shares; 2024Q4: 1,726,552 shares; 2025Q1: 1,782,391 shares; 2025Q2: 1,835,871 shares; 2025Q3: 1,903,949 shares; 2025Q4: 2,171,849 shares; 2026Q1: 2,249,327 shares; 2026Q2: 2,291,415 shares 2,291,415 $336M 0.34% +42,088 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,579 shares; 2024Q4: 257,517 shares; 2025Q1: 259,602 shares; 2025Q2: 263,609 shares; 2025Q3: 279,463 shares; 2025Q4: 348,598 shares; 2026Q1: 356,731 shares; 2026Q2: 357,423 shares 357,423 $334M 0.34% +692 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510,210 shares; 2024Q4: 2,798,325 shares; 2025Q1: 3,012,238 shares; 2025Q2: 3,079,266 shares; 2025Q3: 3,407,248 shares; 2025Q4: 3,516,695 shares; 2026Q1: 3,524,524 shares; 2026Q2: 3,721,879 shares 3,721,879 $331M 0.34% +197,355 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,429 shares; 2024Q4: 603,600 shares; 2025Q1: 1,891,522 shares; 2025Q2: 2,102,766 shares; 2025Q3: 2,146,075 shares; 2025Q4: 2,386,956 shares; 2026Q1: 2,400,332 shares; 2026Q2: 1,477,108 shares 1,477,108 $324M 0.33% -923,224 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,130 shares; 2024Q4: 605,131 shares; 2025Q1: 607,702 shares; 2025Q2: 601,709 shares; 2025Q3: 602,510 shares; 2025Q4: 687,542 shares; 2026Q1: 665,028 shares; 2026Q2: 628,324 shares 628,324 $323M 0.33% -36,704 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718,809 shares; 2024Q4: 1,863,194 shares; 2025Q1: 1,682,274 shares; 2025Q2: 1,653,158 shares; 2025Q3: 1,665,916 shares; 2025Q4: 2,705,154 shares; 2026Q1: 3,187,038 shares; 2026Q2: 2,735,412 shares 2,735,412 $321M 0.33% -451,626 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,965 shares; 2024Q4: 118,897 shares; 2025Q1: 123,635 shares; 2025Q2: 151,228 shares; 2025Q3: 163,922 shares; 2025Q4: 222,242 shares; 2026Q1: 237,125 shares; 2026Q2: 260,045 shares 260,045 $312M 0.32% +22,920 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,827 shares; 2024Q4: 270,258 shares; 2025Q1: 291,012 shares; 2025Q2: 309,834 shares; 2025Q3: 317,899 shares; 2025Q4: 395,641 shares; 2026Q1: 338,031 shares; 2026Q2: 285,159 shares 285,159 $304M 0.31% -52,872 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,924 shares; 2024Q4: 33,888 shares; 2025Q1: 33,500 shares; 2025Q2: 36,246 shares; 2025Q3: 34,798 shares; 2025Q4: 1,406,286 shares; 2026Q1: 1,388,116 shares; 2026Q2: 856,240 shares 856,240 $300M 0.31% -531,876 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,816 shares; 2024Q4: 86,236 shares; 2025Q1: 117,407 shares; 2025Q2: 122,183 shares; 2025Q3: 121,537 shares; 2025Q4: 565,405 shares; 2026Q1: 478,855 shares; 2026Q2: 412,982 shares 412,982 $299M 0.31% -65,873 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,435 shares; 2024Q4: 48,658 shares; 2025Q1: 46,836 shares; 2025Q2: 47,189 shares; 2025Q3: 574,858 shares; 2025Q4: 597,337 shares; 2026Q1: 577,802 shares; 2026Q2: 570,448 shares 570,448 $298M 0.31% -7,354 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,932 shares; 2024Q4: 239,855 shares; 2025Q1: 263,455 shares; 2025Q2: 338,755 shares; 2025Q3: 430,122 shares; 2025Q4: 596,315 shares; 2026Q1: 654,689 shares; 2026Q2: 703,534 shares 703,534 $296M 0.3% +48,845 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,862 shares; 2024Q4: 351,995 shares; 2025Q1: 333,354 shares; 2025Q2: 329,275 shares; 2025Q3: 330,113 shares; 2025Q4: 2,210,948 shares; 2026Q1: 2,900,880 shares; 2026Q2: 2,371,544 shares 2,371,544 $292M 0.3% -529,336 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,405 shares; 2024Q4: 310,702 shares; 2025Q1: 328,232 shares; 2025Q2: 350,038 shares; 2025Q3: 552,807 shares; 2025Q4: 1,592,622 shares; 2026Q1: 1,661,990 shares; 2026Q2: 1,588,008 shares 1,588,008 $287M 0.29% -73,982 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136,834 shares; 2024Q4: 1,334,413 shares; 2025Q1: 1,371,121 shares; 2025Q2: 1,399,264 shares; 2025Q3: 1,444,281 shares; 2025Q4: 1,722,170 shares; 2026Q1: 1,765,073 shares; 2026Q2: 1,730,155 shares 1,730,155 $287M 0.29% -34,918 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309,227 shares; 2024Q4: 2,359,936 shares; 2025Q1: 1,828,773 shares; 2025Q2: 2,102,037 shares; 2025Q3: 2,136,182 shares; 2025Q4: 2,945,065 shares; 2026Q1: 2,890,196 shares; 2026Q2: 2,870,324 shares 2,870,324 $277M 0.28% -19,872 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,920 shares; 2024Q4: 416,996 shares; 2025Q1: 413,144 shares; 2025Q2: 518,381 shares; 2025Q3: 522,826 shares; 2025Q4: 1,225,078 shares; 2026Q1: 1,229,165 shares; 2026Q2: 1,205,298 shares 1,205,298 $274M 0.28% -23,867 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677,732 shares; 2024Q4: 1,736,892 shares; 2025Q1: 1,699,182 shares; 2025Q2: 2,071,189 shares; 2025Q3: 2,167,162 shares; 2025Q4: 2,801,924 shares; 2026Q1: 3,061,820 shares; 2026Q2: 3,296,356 shares 3,296,356 $273M 0.28% +234,536 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,733,406 shares; 2024Q4: 2,712,060 shares; 2025Q1: 2,678,647 shares; 2025Q2: 3,068,777 shares; 2025Q3: 3,402,755 shares; 2025Q4: 3,517,043 shares; 2026Q1: 3,447,394 shares; 2026Q2: 3,276,884 shares 3,276,884 $270M 0.28% -170,510 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,487,589 shares; 2024Q4: 2,932,718 shares; 2025Q1: 3,103,260 shares; 2025Q2: 3,233,550 shares; 2025Q3: 3,584,886 shares; 2025Q4: 4,254,717 shares; 2026Q1: 4,602,849 shares; 2026Q2: 5,337,573 shares 5,337,573 $268M 0.27% +734,724 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,683 shares; 2024Q4: 919,993 shares; 2025Q1: 927,442 shares; 2025Q2: 1,066,510 shares; 2025Q3: 1,060,962 shares; 2025Q4: 1,920,546 shares; 2026Q1: 1,904,019 shares; 2026Q2: 1,947,941 shares 1,947,941 $268M 0.27% +43,922 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,554 shares; 2024Q4: 176,850 shares; 2025Q1: 173,638 shares; 2025Q2: 197,553 shares; 2025Q3: 355,467 shares; 2025Q4: 274,311 shares; 2026Q1: 259,987 shares; 2026Q2: 257,173 shares 257,173 $260M 0.27% -2,814 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989,951 shares; 2024Q4: 1,126,149 shares; 2025Q1: 1,122,798 shares; 2025Q2: 1,123,906 shares; 2025Q3: 1,165,159 shares; 2025Q4: 1,960,580 shares; 2026Q1: 2,773,442 shares; 2026Q2: 1,915,908 shares 1,915,908 $259M 0.27% -857,534 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,997 shares; 2024Q4: 1,040,110 shares; 2025Q1: 881,864 shares; 2025Q2: 935,578 shares; 2025Q3: 1,068,456 shares; 2025Q4: 1,745,654 shares; 2026Q1: 1,736,782 shares; 2026Q2: 1,733,730 shares 1,733,730 $257M 0.26% -3,052 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,630 shares; 2024Q4: 2,350,826 shares; 2025Q1: 2,370,981 shares; 2025Q2: 2,411,847 shares; 2025Q3: 2,462,898 shares; 2025Q4: 2,579,158 shares; 2026Q1: 2,588,235 shares; 2026Q2: 2,612,755 shares 2,612,755 $252M 0.26% +24,520 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,777 shares; 2024Q4: 349,290 shares; 2025Q1: 344,252 shares; 2025Q2: 1,928,514 shares; 2025Q3: 1,927,584 shares; 2025Q4: 1,979,602 shares; 2026Q1: 1,958,899 shares; 2026Q2: 1,954,513 shares 1,954,513 $250M 0.26% -4,386 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; 2024Q3: 72,179 shares; 2024Q4: 80,868 shares; 2025Q1: 2,041,684 shares; 2025Q2: 2,038,599 shares; 2025Q3: 2,076,173 shares; 2025Q4: 2,210,192 shares; 2026Q1: 2,504,756 shares; 2026Q2: 2,734,778 shares 2,734,778 $249M 0.26% +230,022 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459,020 shares; 2024Q4: 1,928,913 shares; 2025Q1: 2,001,930 shares; 2025Q2: 2,090,487 shares; 2025Q3: 2,569,749 shares; 2025Q4: 3,662,918 shares; 2026Q1: 4,221,880 shares; 2026Q2: 5,069,659 shares 5,069,659 $245M 0.25% +847,779 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,152 shares; 2024Q4: 599,781 shares; 2025Q1: 787,278 shares; 2025Q2: 1,053,609 shares; 2025Q3: 992,541 shares; 2025Q4: 2,256,061 shares; 2026Q1: 2,508,022 shares; 2026Q2: 2,373,290 shares 2,373,290 $239M 0.24% -134,732 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,482 shares; 2024Q4: 265,110 shares; 2025Q1: 264,052 shares; 2025Q2: 263,877 shares; 2025Q3: 261,658 shares; 2025Q4: 1,076,594 shares; 2026Q1: 1,493,531 shares; 2026Q2: 1,080,714 shares 1,080,714 $238M 0.24% -412,817 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; 2024Q3: 163,022 shares; 2024Q4: 216,232 shares; 2025Q1: 180,046 shares; 2025Q2: 182,223 shares; 2025Q3: 179,936 shares; 2025Q4: 183,876 shares; 2026Q1: 288,357 shares; 2026Q2: 583,165 shares 583,165 $237M 0.24% +294,808 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,499 shares; 2024Q4: 98,562 shares; 2025Q1: 125,834 shares; 2025Q2: 100,049 shares; 2025Q3: 110,111 shares; 2025Q4: 546,204 shares; 2026Q1: 630,805 shares; 2026Q2: 706,903 shares 706,903 $234M 0.24% +76,098 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,409 shares; 2024Q4: 529,590 shares; 2025Q1: 538,219 shares; 2025Q2: 629,511 shares; 2025Q3: 649,808 shares; 2025Q4: 912,360 shares; 2026Q1: 894,467 shares; 2026Q2: 929,566 shares 929,566 $234M 0.24% +35,099 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537,132 shares; 2024Q4: 602,875 shares; 2025Q1: 614,241 shares; 2025Q2: 705,554 shares; 2025Q3: 746,300 shares; 2025Q4: 1,102,285 shares; 2026Q1: 868,767 shares; 2026Q2: 914,251 shares 914,251 $233M 0.24% +45,484 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,118 shares; 2024Q4: 761,595 shares; 2025Q1: 798,526 shares; 2025Q2: 892,683 shares; 2025Q3: 874,037 shares; 2025Q4: 6,602,251 shares; 2026Q1: 12,147,955 shares; 2026Q2: 6,836,103 shares 6,836,103 $231M 0.24% -5,311,852 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,671 shares; 2024Q4: 189,874 shares; 2025Q1: 201,397 shares; 2025Q2: 207,999 shares; 2025Q3: 257,368 shares; 2025Q4: 2,101,463 shares; 2026Q1: 2,254,162 shares; 2026Q2: 2,498,544 shares 2,498,544 $231M 0.24% +244,382 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514,608 shares; 2024Q4: 2,930,178 shares; 2025Q1: 2,989,444 shares; 2025Q2: 3,170,708 shares; 2025Q3: 3,263,568 shares; 2025Q4: 3,512,625 shares; 2026Q1: 3,763,098 shares; 2026Q2: 3,800,283 shares 3,800,283 $227M 0.23% +37,185 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,193 shares; 2024Q4: 839,409 shares; 2025Q1: 889,635 shares; 2025Q2: 883,561 shares; 2025Q3: 906,741 shares; 2025Q4: 1,249,957 shares; 2026Q1: 1,236,060 shares; 2026Q2: 1,227,721 shares 1,227,721 $227M 0.23% -8,339 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,517 shares; 2024Q4: 458,321 shares; 2025Q1: 484,110 shares; 2025Q2: 499,676 shares; 2025Q3: 536,325 shares; 2025Q4: 565,485 shares; 2026Q1: 631,497 shares; 2026Q2: 650,687 shares 650,687 $222M 0.23% +19,190 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686,635 shares; 2024Q4: 742,210 shares; 2025Q1: 862,526 shares; 2025Q2: 881,813 shares; 2025Q3: 879,800 shares; 2025Q4: 920,011 shares; 2026Q1: 901,751 shares; 2026Q2: 893,051 shares 893,051 $220M 0.23% -8,700 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,407 shares; 2024Q4: 415,569 shares; 2025Q1: 423,287 shares; 2025Q2: 450,512 shares; 2025Q3: 531,122 shares; 2025Q4: 687,479 shares; 2026Q1: 698,865 shares; 2026Q2: 574,593 shares 574,593 $203M 0.21% -124,272 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,218 shares; 2024Q4: 512,670 shares; 2025Q1: 667,709 shares; 2025Q2: 700,565 shares; 2025Q3: 552,460 shares; 2025Q4: 849,534 shares; 2026Q1: 829,355 shares; 2026Q2: 833,299 shares 833,299 $202M 0.21% +3,944 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,004,109 shares 4,004,109 $202M 0.21% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,443 shares; 2024Q4: 14,258 shares; 2025Q1: 13,727 shares; 2025Q2: 13,676 shares; 2025Q3: 13,515 shares; 2025Q4: 221,010 shares; 2026Q1: 394,782 shares; 2026Q2: 205,230 shares 205,230 $201M 0.21% -189,552 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667,462 shares; 2024Q4: 211,292 shares; 2025Q1: 207,256 shares; 2025Q2: 214,539 shares; 2025Q3: 229,861 shares; 2025Q4: 1,324,168 shares; 2026Q1: 2,510,528 shares; 2026Q2: 1,675,214 shares 1,675,214 $197M 0.2% -835,314 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,159 shares; 2024Q4: 43,631 shares; 2025Q1: 47,357 shares; 2025Q2: 51,783 shares; 2025Q3: 52,798 shares; 2025Q4: 1,404,576 shares; 2026Q1: 3,254,362 shares; 2026Q2: 1,645,757 shares 1,645,757 $195M 0.2% -1,608,605 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,590 shares; 2024Q4: 760,643 shares; 2025Q1: 672,429 shares; 2025Q2: 667,525 shares; 2025Q3: 717,482 shares; 2025Q4: 2,120,830 shares; 2026Q1: 3,049,084 shares; 2026Q2: 3,665,930 shares 3,665,930 $192M 0.2% +616,846 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,758,825 shares; 2024Q4: 2,582,541 shares; 2025Q1: 2,509,689 shares; 2025Q2: 2,611,012 shares; 2025Q3: 2,729,311 shares; 2025Q4: 3,545,279 shares; 2026Q1: 3,483,781 shares; 2026Q2: 3,345,544 shares 3,345,544 $191M 0.2% -138,237 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,611 shares; 2024Q4: 6,187 shares; 2025Q1: 6,187 shares; 2025Q2: 7,844 shares; 2025Q3: 32,174 shares; 2025Q4: 1,368,506 shares; 2026Q1: 2,053,234 shares; 2026Q2: 2,634,467 shares 2,634,467 $190M 0.2% +581,233 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538,184 shares; 2024Q4: 1,575,619 shares; 2025Q1: 1,710,588 shares; 2025Q2: 1,892,344 shares; 2025Q3: 2,003,711 shares; 2025Q4: 2,416,210 shares; 2026Q1: 2,471,080 shares; 2026Q2: 2,454,535 shares 2,454,535 $189M 0.19% -16,545 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,497 shares; 2024Q4: 371,027 shares; 2025Q1: 364,681 shares; 2025Q2: 365,099 shares; 2025Q3: 342,759 shares; 2025Q4: 364,394 shares; 2026Q1: 360,403 shares; 2026Q2: 440,213 shares 440,213 $188M 0.19% +79,810 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 763,243 shares; 2024Q4: 1,128,069 shares; 2025Q1: 1,184,732 shares; 2025Q2: 1,242,835 shares; 2025Q3: 1,331,135 shares; 2025Q4: 2,201,696 shares; 2026Q1: 2,203,423 shares; 2026Q2: 2,246,329 shares 2,246,329 $186M 0.19% +42,906 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; 2024Q3: 1,673,014 shares; 2024Q4: 1,660,236 shares; 2025Q1: 2,014,003 shares; 2025Q2: 2,336,891 shares; 2025Q3: 2,328,209 shares; 2025Q4: 3,382,769 shares; 2026Q1: 3,513,024 shares; 2026Q2: 3,539,244 shares 3,539,244 $183M 0.19% +26,220 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,788,000 shares; 2024Q4: 1,999,597 shares; 2025Q1: 2,283,031 shares; 2025Q2: 3,158,759 shares; 2025Q3: 3,582,797 shares; 2025Q4: 4,310,926 shares; 2026Q1: 4,501,394 shares; 2026Q2: 4,701,833 shares 4,701,833 $182M 0.19% +200,439 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,777 shares; 2024Q4: 7,215 shares; 2025Q1: 7,532 shares; 2025Q2: 7,919 shares; 2025Q3: 8,340 shares; 2025Q4: 271,761 shares; 2026Q1: 474,862 shares; 2026Q2: 485,602 shares 485,602 $182M 0.19% +10,740 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,363 shares; 2024Q4: 562,870 shares; 2025Q1: 700,618 shares; 2025Q2: 553,491 shares; 2025Q3: 559,358 shares; 2025Q4: 566,157 shares; 2026Q1: 590,378 shares; 2026Q2: 3,061,202 shares 3,061,202 $180M 0.18% +2,470,824 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,034 shares; 2024Q4: 404,971 shares; 2025Q1: 405,225 shares; 2025Q2: 511,017 shares; 2025Q3: 518,938 shares; 2025Q4: 521,864 shares; 2026Q1: 532,814 shares; 2026Q2: 522,651 shares 522,651 $180M 0.18% -10,163 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 137,784 shares; 2025Q1: 139,904 shares; 2025Q2: 153,673 shares; 2025Q3: 155,491 shares; 2025Q4: 170,679 shares; 2026Q1: 187,523 shares; 2026Q2: 186,980 shares 186,980 $178M 0.18% -543 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 36,539 shares; 2025Q1: 27,703 shares; 2025Q2: 29,315 shares; 2025Q3: 43,876 shares; 2025Q4: 644,128 shares; 2026Q1: 1,379,397 shares; 2026Q2: 771,225 shares 771,225 $177M 0.18% -608,172 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010,443 shares; 2024Q4: 1,130,310 shares; 2025Q1: 1,191,176 shares; 2025Q2: 1,213,654 shares; 2025Q3: 1,235,786 shares; 2025Q4: 1,427,544 shares; 2026Q1: 1,435,704 shares; 2026Q2: 1,375,512 shares 1,375,512 $177M 0.18% -60,192 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,030 shares; 2024Q4: 81,876 shares; 2025Q1: 92,784 shares; 2025Q2: 101,260 shares; 2025Q3: 117,540 shares; 2025Q4: 107,165 shares; 2026Q1: 95,370 shares; 2026Q2: 87,635 shares 87,635 $174M 0.18% -7,735 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,929 shares; 2024Q4: 432,930 shares; 2025Q1: 441,983 shares; 2025Q2: 448,035 shares; 2025Q3: 477,201 shares; 2025Q4: 604,086 shares; 2026Q1: 635,056 shares; 2026Q2: 639,678 shares 639,678 $173M 0.18% +4,622 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,702 shares; 2024Q4: 294,602 shares; 2025Q1: 290,967 shares; 2025Q2: 289,777 shares; 2025Q3: 386,547 shares; 2025Q4: 1,338,698 shares; 2026Q1: 1,371,478 shares; 2026Q2: 1,364,659 shares 1,364,659 $172M 0.18% -6,819 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,341,505 shares; 2024Q4: 2,076,913 shares; 2025Q1: 2,079,944 shares; 2025Q2: 2,136,604 shares; 2025Q3: 2,420,775 shares; 2025Q4: 2,948,433 shares; 2026Q1: 2,968,005 shares; 2026Q2: 1,246,347 shares 1,246,347 $170M 0.17% -1,721,658 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601,893 shares; 2024Q4: 1,713,431 shares; 2025Q1: 1,740,174 shares; 2025Q2: 1,776,660 shares; 2025Q3: 1,920,521 shares; 2025Q4: 2,067,400 shares; 2026Q1: 2,136,503 shares; 2026Q2: 2,168,154 shares 2,168,154 $169M 0.17% +31,651 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539,960 shares; 2024Q4: 673,123 shares; 2025Q1: 559,050 shares; 2025Q2: 647,307 shares; 2025Q3: 894,235 shares; 2025Q4: 1,547,413 shares; 2026Q1: 1,588,694 shares; 2026Q2: 1,598,642 shares 1,598,642 $166M 0.17% +9,948 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854,032 shares; 2024Q4: 543,877 shares; 2025Q1: 594,936 shares; 2025Q2: 657,243 shares; 2025Q3: 707,481 shares; 2025Q4: 688,833 shares; 2026Q1: 688,702 shares; 2026Q2: 700,902 shares 700,902 $166M 0.17% +12,200 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82,396 shares; 2025Q1: 102,158 shares; 2025Q2: 180,653 shares; 2025Q3: 267,110 shares; 2025Q4: 994,526 shares; 2026Q1: 1,011,775 shares; 2026Q2: 969,570 shares 969,570 $165M 0.17% -42,205 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,974 shares; 2024Q4: 14,757 shares; 2025Q1: 13,554 shares; 2025Q2: 9,596 shares; 2025Q3: 194,204 shares; 2025Q4: 328,392 shares; 2026Q1: 249,280 shares; 2026Q2: 169,215 shares 169,215 $163M 0.17% -80,065 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,372,917 shares; 2024Q4: 3,550,860 shares; 2025Q1: 3,509,630 shares; 2025Q2: 3,624,145 shares; 2025Q3: 4,500,373 shares; 2025Q4: 5,120,884 shares; 2026Q1: 5,171,198 shares; 2026Q2: 5,105,828 shares 5,105,828 $163M 0.17% -65,370 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442,871 shares; 2024Q4: 505,462 shares; 2025Q1: 500,867 shares; 2025Q2: 518,648 shares; 2025Q3: 531,003 shares; 2025Q4: 1,576,873 shares; 2026Q1: 2,520,912 shares; 2026Q2: 1,753,727 shares 1,753,727 $159M 0.16% -767,185 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858,315 shares; 2024Q4: 156,553 shares; 2025Q1: 817,584 shares; 2025Q2: 1,615,686 shares; 2025Q3: 2,075,233 shares; 2025Q4: 2,198,208 shares; 2026Q1: 235,445 shares; 2026Q2: 3,144,032 shares 3,144,032 $159M 0.16% +2,908,587 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,106 shares; 2024Q4: 388,247 shares; 2025Q1: 293,937 shares; 2025Q2: 361,443 shares; 2025Q3: 436,460 shares; 2025Q4: 458,947 shares; 2026Q1: 448,597 shares; 2026Q2: 431,530 shares 431,530 $159M 0.16% -17,067 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,913 shares; 2024Q4: 376,653 shares; 2025Q1: 515,464 shares; 2025Q2: 1,705,255 shares; 2025Q3: 1,740,003 shares; 2025Q4: 1,738,339 shares; 2026Q1: 1,712,397 shares; 2026Q2: 1,639,286 shares 1,639,286 $158M 0.16% -73,111 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,475 shares; 2024Q4: 202,943 shares; 2025Q1: 205,172 shares; 2025Q2: 206,948 shares; 2025Q3: 214,706 shares; 2025Q4: 715,700 shares; 2026Q1: 1,080,398 shares; 2026Q2: 642,044 shares 642,044 $158M 0.16% -438,354 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,905 shares; 2024Q4: 20,025 shares; 2025Q1: 763,435 shares; 2025Q2: 769,238 shares; 2025Q3: 766,474 shares; 2025Q4: 1,042,292 shares; 2026Q1: 1,039,893 shares; 2026Q2: 429,435 shares 429,435 $157M 0.16% -610,458 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,009 shares; 2024Q4: 221,706 shares; 2025Q1: 231,301 shares; 2025Q2: 251,846 shares; 2025Q3: 251,289 shares; 2025Q4: 895,329 shares; 2026Q1: 947,077 shares; 2026Q2: 997,437 shares 997,437 $156M 0.16% +50,360 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,724 shares; 2024Q4: 34,477 shares; 2025Q1: 34,370 shares; 2025Q2: 47,820 shares; 2025Q3: 99,979 shares; 2025Q4: 521,021 shares; 2026Q1: 435,406 shares; 2026Q2: 388,663 shares 388,663 $154M 0.16% -46,743 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,803,273 shares; 2026Q2: 2,056,587 shares 2,056,587 $154M 0.16% +253,314 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,125 shares; 2024Q4: 6,158 shares; 2025Q1: 4,936 shares; 2025Q2: 6,192 shares; 2025Q3: 6,217 shares; 2025Q4: 12,667 shares; 2026Q1: 16,619 shares; 2026Q2: 756,924 shares 756,924 $153M 0.16% +740,305 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,699 shares; 2024Q4: 110,646 shares; 2025Q1: 108,783 shares; 2025Q2: 115,377 shares; 2025Q3: 139,341 shares; 2025Q4: 138,904 shares; 2026Q1: 1,947,389 shares; 2026Q2: 2,081,100 shares 2,081,100 $153M 0.16% +133,711 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,362 shares; 2024Q4: 15,297 shares; 2025Q1: 18,059 shares; 2025Q2: 19,159 shares; 2025Q3: 19,868 shares; 2025Q4: 543,473 shares; 2026Q1: 1,134,158 shares; 2026Q2: 574,893 shares 574,893 $151M 0.16% -559,265 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541,401 shares; 2024Q4: 455,720 shares; 2025Q1: 473,603 shares; 2025Q2: 517,961 shares; 2025Q3: 616,631 shares; 2025Q4: 1,159,849 shares; 2026Q1: 1,124,670 shares; 2026Q2: 1,080,599 shares 1,080,599 $151M 0.15% -44,071 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,305 shares; 2024Q4: 396,696 shares; 2025Q1: 348,723 shares; 2025Q2: 376,321 shares; 2025Q3: 403,595 shares; 2025Q4: 594,390 shares; 2026Q1: 584,668 shares; 2026Q2: 499,146 shares 499,146 $150M 0.15% -85,522 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633,212 shares; 2024Q4: 706,196 shares; 2025Q1: 740,630 shares; 2025Q2: 780,714 shares; 2025Q3: 960,649 shares; 2025Q4: 1,021,996 shares; 2026Q1: 1,147,807 shares; 2026Q2: 1,154,784 shares 1,154,784 $146M 0.15% +6,977 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022,753 shares; 2024Q4: 1,093,322 shares; 2025Q1: 967,191 shares; 2025Q2: 1,230,603 shares; 2025Q3: 1,367,068 shares; 2025Q4: 1,605,570 shares; 2026Q1: 1,622,955 shares; 2026Q2: 1,700,391 shares 1,700,391 $145M 0.15% +77,436 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,524 shares; 2024Q4: 42,717 shares; 2025Q1: 32,569 shares; 2025Q2: 34,769 shares; 2025Q3: 53,046 shares; 2025Q4: 884,056 shares; 2026Q1: 949,473 shares; 2026Q2: 954,318 shares 954,318 $144M 0.15% +4,845 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,375 shares; 2024Q4: 29,541 shares; 2025Q1: 1,421,254 shares; 2025Q2: 1,497,915 shares; 2025Q3: 1,569,446 shares; 2025Q4: 1,682,581 shares; 2026Q1: 1,801,870 shares; 2026Q2: 1,895,268 shares 1,895,268 $144M 0.15% +93,398 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,753 shares; 2024Q4: 8,324 shares; 2025Q1: 8,175 shares; 2025Q2: 9,252 shares; 2025Q3: 8,330 shares; 2025Q4: 313,732 shares; 2026Q1: 336,241 shares; 2026Q2: 342,434 shares 342,434 $142M 0.15% +6,193 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,206 shares; 2024Q4: 132,992 shares; 2025Q1: 152,957 shares; 2025Q2: 146,519 shares; 2025Q3: 294,682 shares; 2025Q4: 379,797 shares; 2026Q1: 383,574 shares; 2026Q2: 372,609 shares 372,609 $139M 0.14% -10,965 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,446 shares; 2024Q4: 645,611 shares; 2025Q1: 645,707 shares; 2025Q2: 738,966 shares; 2025Q3: 729,294 shares; 2025Q4: 935,619 shares; 2026Q1: 922,531 shares; 2026Q2: 916,401 shares 916,401 $139M 0.14% -6,130 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,187 shares; 2024Q4: 177,816 shares; 2025Q1: 196,682 shares; 2025Q2: 245,826 shares; 2025Q3: 288,112 shares; 2025Q4: 663,346 shares; 2026Q1: 1,027,896 shares; 2026Q2: 725,093 shares 725,093 $138M 0.14% -302,803 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,231 shares; 2024Q4: 827,938 shares; 2025Q1: 1,091,838 shares; 2025Q2: 1,096,969 shares; 2025Q3: 1,074,779 shares; 2025Q4: 1,094,376 shares; 2026Q1: 1,639,635 shares; 2026Q2: 1,367,299 shares 1,367,299 $138M 0.14% -272,336 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998,244 shares; 2024Q4: 1,299,832 shares; 2025Q1: 1,272,255 shares; 2025Q2: 1,283,955 shares; 2025Q3: 1,287,056 shares; 2025Q4: 1,415,446 shares; 2026Q1: 1,462,181 shares; 2026Q2: 1,407,819 shares 1,407,819 $135M 0.14% -54,362 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,025 shares; 2024Q4: 32,652 shares; 2025Q1: 32,276 shares; 2025Q2: 32,723 shares; 2025Q3: 36,137 shares; 2025Q4: 38,276 shares; 2026Q1: 1,449,643 shares; 2026Q2: 739,093 shares 739,093 $133M 0.14% -710,550 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727,971 shares; 2024Q4: 808,599 shares; 2025Q1: 805,134 shares; 2025Q2: 949,763 shares; 2025Q3: 1,105,559 shares; 2025Q4: 1,367,258 shares; 2026Q1: 1,337,798 shares; 2026Q2: 1,338,510 shares 1,338,510 $132M 0.14% +712 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,646 shares; 2025Q1: 11,331 shares; 2025Q2: 13,365 shares; 2025Q3: 34,732 shares; 2025Q4: 621,982 shares; 2026Q1: 1,637,526 shares; 2026Q2: 2,476,291 shares 2,476,291 $132M 0.13% +838,765 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,025 shares; 2024Q4: 318,936 shares; 2025Q1: 337,819 shares; 2025Q2: 667,416 shares; 2025Q3: 682,195 shares; 2025Q4: 677,184 shares; 2026Q1: 683,834 shares; 2026Q2: 653,694 shares 653,694 $129M 0.13% -30,140 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,529 shares; 2024Q4: 14,787 shares; 2025Q1: 14,428 shares; 2025Q2: 15,235 shares; 2025Q3: 165,594 shares; 2025Q4: 1,476,098 shares; 2026Q1: 1,557,335 shares; 2026Q2: 1,907,874 shares 1,907,874 $128M 0.13% +350,539 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; 2024Q3: 2,038,620 shares; 2024Q4: 2,381,008 shares; 2025Q1: 2,559,824 shares; 2025Q2: 2,711,601 shares; 2025Q3: 2,994,262 shares; 2025Q4: 3,189,176 shares; 2026Q1: 3,191,240 shares; 2026Q2: 3,422,470 shares 3,422,470 $128M 0.13% +231,230 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,806,002 shares; 2026Q1: 2,824,503 shares; 2026Q2: 2,825,037 shares 2,825,037 $127M 0.13% +534 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; 2024Q3: 152 shares; 2024Q4: 33 shares; 2025Q1: 89 shares; 2025Q2: 88 shares; 2025Q3: 95 shares; 2025Q4: 148 shares; 2026Q1: 159 shares; 2026Q2: 169 shares 169 $127M 0.13% +10 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118,196 shares; 2025Q4: 2,654,763 shares; 2026Q1: 2,502,737 shares; 2026Q2: 2,332,145 shares 2,332,145 $126M 0.13% -170,592 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,931,595 shares 2,931,595 $124M 0.13% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,268 shares; 2024Q4: 432,068 shares; 2025Q1: 432,652 shares; 2025Q2: 448,212 shares; 2025Q3: 403,501 shares; 2025Q4: 889,356 shares; 2026Q1: 1,502,940 shares; 2026Q2: 995,439 shares 995,439 $124M 0.13% -507,501 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,240 shares; 2024Q4: 31,607 shares; 2025Q1: 31,930 shares; 2025Q2: 32,318 shares; 2025Q3: 41,793 shares; 2025Q4: 1,358,683 shares; 2026Q1: 1,319,213 shares; 2026Q2: 1,291,594 shares 1,291,594 $124M 0.13% -27,619 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,224 shares; 2024Q4: 612,170 shares; 2025Q1: 185,855 shares; 2025Q2: 151,933 shares; 2025Q3: 191,614 shares; 2025Q4: 1,353,687 shares; 2026Q1: 1,307,168 shares; 2026Q2: 1,294,903 shares 1,294,903 $122M 0.13% -12,265 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,670 shares; 2024Q4: 87,840 shares; 2025Q1: 85,672 shares; 2025Q2: 89,567 shares; 2025Q3: 188,633 shares; 2025Q4: 3,326,630 shares; 2026Q1: 4,228,572 shares; 2026Q2: 4,338,727 shares 4,338,727 $122M 0.13% +110,155 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,883 shares; 2024Q4: 35,734 shares; 2025Q1: 38,393 shares; 2025Q2: 40,230 shares; 2025Q3: 99,776 shares; 2025Q4: 98,283 shares; 2026Q1: 106,736 shares; 2026Q2: 103,816 shares 103,816 $122M 0.12% -2,920 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663,663 shares; 2024Q4: 657,230 shares; 2025Q1: 663,929 shares; 2025Q2: 669,849 shares; 2025Q3: 715,455 shares; 2025Q4: 1,535,944 shares; 2026Q1: 1,611,047 shares; 2026Q2: 1,635,137 shares 1,635,137 $122M 0.12% +24,090 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; 2024Q3: 2,639,064 shares; 2024Q4: 3,067,320 shares; 2025Q1: 3,234,387 shares; 2025Q2: 3,210,357 shares; 2025Q3: 3,578,334 shares; 2025Q4: 4,005,871 shares; 2026Q1: 4,074,640 shares; 2026Q2: 3,958,658 shares 3,958,658 $115M 0.12% -115,982 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,603 shares; 2025Q3: 15,642 shares; 2025Q4: 1,269,609 shares; 2026Q1: 1,259,405 shares; 2026Q2: 1,277,334 shares 1,277,334 $114M 0.12% +17,929 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,878 shares; 2025Q2: 23,166 shares; 2025Q3: not reported; 2025Q4: 2,409,074 shares; 2026Q1: 2,523,940 shares; 2026Q2: 2,422,537 shares 2,422,537 $113M 0.12% -101,403 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,329 shares; 2024Q4: 195,529 shares; 2025Q1: 196,495 shares; 2025Q2: 195,725 shares; 2025Q3: 192,299 shares; 2025Q4: 412,561 shares; 2026Q1: 506,019 shares; 2026Q2: 506,105 shares 506,105 $113M 0.12% +86 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721,806 shares; 2024Q4: 735,058 shares; 2025Q1: 783,168 shares; 2025Q2: 826,859 shares; 2025Q3: 950,607 shares; 2025Q4: 1,355,733 shares; 2026Q1: 1,744,661 shares; 2026Q2: 1,425,061 shares 1,425,061 $113M 0.12% -319,600 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,995 shares; 2024Q4: 1,108,025 shares; 2025Q1: 1,114,964 shares; 2025Q2: 1,072,400 shares; 2025Q3: 1,171,501 shares; 2025Q4: 1,388,324 shares; 2026Q1: 1,398,412 shares; 2026Q2: 1,384,795 shares 1,384,795 $113M 0.12% -13,617 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 696,289 shares; 2024Q4: 1,613,857 shares; 2025Q1: 1,660,567 shares; 2025Q2: 1,960,045 shares; 2025Q3: 2,093,491 shares; 2025Q4: 2,365,381 shares; 2026Q1: 1,760,763 shares; 2026Q2: 2,463,277 shares 2,463,277 $112M 0.11% +702,514 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404,904 shares; 2024Q4: 1,861,650 shares; 2025Q1: 2,126,900 shares; 2025Q2: 2,154,239 shares; 2025Q3: 2,079,698 shares; 2025Q4: 2,209,880 shares; 2026Q1: 2,216,474 shares; 2026Q2: 2,148,441 shares 2,148,441 $111M 0.11% -68,033 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,777 shares; 2024Q4: 113,729 shares; 2025Q1: 111,955 shares; 2025Q2: 112,487 shares; 2025Q3: 132,390 shares; 2025Q4: 230,892 shares; 2026Q1: 247,406 shares; 2026Q2: 215,672 shares 215,672 $110M 0.11% -31,734 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,884 shares; 2024Q4: 191,287 shares; 2025Q1: 221,488 shares; 2025Q2: 219,182 shares; 2025Q3: 228,021 shares; 2025Q4: 366,355 shares; 2026Q1: 360,036 shares; 2026Q2: 315,585 shares 315,585 $109M 0.11% -44,451 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648,224 shares; 2024Q4: 671,695 shares; 2025Q1: 739,206 shares; 2025Q2: 749,983 shares; 2025Q3: 795,211 shares; 2025Q4: 939,394 shares; 2026Q1: 963,830 shares; 2026Q2: 922,315 shares 922,315 $108M 0.11% -41,515 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,005 shares; 2024Q4: 1,119,087 shares; 2025Q1: 1,116,698 shares; 2025Q2: 1,138,345 shares; 2025Q3: 1,124,918 shares; 2025Q4: 1,225,619 shares; 2026Q1: 1,188,453 shares; 2026Q2: 1,114,252 shares 1,114,252 $107M 0.11% -74,201 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,552 shares; 2024Q4: 11,792 shares; 2025Q1: 13,604 shares; 2025Q2: 14,117 shares; 2025Q3: 6,915 shares; 2025Q4: 1,202,700 shares; 2026Q1: 1,096,942 shares; 2026Q2: 888,924 shares 888,924 $107M 0.11% -208,018 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,028 shares; 2024Q4: 160,423 shares; 2025Q1: 162,467 shares; 2025Q2: 199,582 shares; 2025Q3: 220,660 shares; 2025Q4: 415,564 shares; 2026Q1: 393,507 shares; 2026Q2: 379,720 shares 379,720 $107M 0.11% -13,787 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856,978 shares; 2024Q4: 966,600 shares; 2025Q1: 939,040 shares; 2025Q2: 926,257 shares; 2025Q3: 729,741 shares; 2025Q4: 698,693 shares; 2026Q1: 862,150 shares; 2026Q2: 1,039,159 shares 1,039,159 $106M 0.11% +177,009 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765,840 shares; 2024Q4: 53,190 shares; 2025Q1: 60,950 shares; 2025Q2: 57,821 shares; 2025Q3: 101,386 shares; 2025Q4: 1,448,427 shares; 2026Q1: 1,538,950 shares; 2026Q2: 1,485,431 shares 1,485,431 $106M 0.11% -53,519 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,378 shares; 2024Q4: 172,501 shares; 2025Q1: 187,989 shares; 2025Q2: 203,011 shares; 2025Q3: 1,253,772 shares; 2025Q4: 2,447,759 shares; 2026Q1: 3,952,034 shares; 2026Q2: 2,337,916 shares 2,337,916 $106M 0.11% -1,614,118 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,902 shares; 2024Q4: 138,884 shares; 2025Q1: 177,318 shares; 2025Q2: 1,355,747 shares; 2025Q3: 1,359,037 shares; 2025Q4: 1,383,904 shares; 2026Q1: 1,289,900 shares; 2026Q2: 1,178,813 shares 1,178,813 $105M 0.11% -111,087 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450,768 shares; 2026Q1: 4,185,275 shares; 2026Q2: 2,070,094 shares 2,070,094 $105M 0.11% -2,115,181 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,122,940 shares; 2024Q4: 1,256,647 shares; 2025Q1: 1,362,935 shares; 2025Q2: 1,295,313 shares; 2025Q3: 1,315,069 shares; 2025Q4: 1,295,833 shares; 2026Q1: 1,284,028 shares; 2026Q2: 1,274,009 shares 1,274,009 $105M 0.11% -10,019 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,005 shares; 2024Q4: 326,259 shares; 2025Q1: 321,833 shares; 2025Q2: 334,413 shares; 2025Q3: 385,479 shares; 2025Q4: 686,502 shares; 2026Q1: 723,087 shares; 2026Q2: 711,051 shares 711,051 $104M 0.11% -12,036 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,987 shares; 2024Q4: 453,447 shares; 2025Q1: 358,999 shares; 2025Q2: 347,344 shares; 2025Q3: 325,672 shares; 2025Q4: 672,030 shares; 2026Q1: 3,092,580 shares; 2026Q2: 1,955,523 shares 1,955,523 $104M 0.11% -1,137,057 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977,199 shares; 2024Q4: 1,064,556 shares; 2025Q1: 1,034,812 shares; 2025Q2: 1,406,643 shares; 2025Q3: 1,423,909 shares; 2025Q4: 1,503,714 shares; 2026Q1: 1,458,273 shares; 2026Q2: 1,353,068 shares 1,353,068 $104M 0.11% -105,205 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 760,292 shares; 2025Q1: 891,374 shares; 2025Q2: 1,002,731 shares; 2025Q3: 1,138,136 shares; 2025Q4: 1,886,749 shares; 2026Q1: 2,198,405 shares; 2026Q2: 2,483,054 shares 2,483,054 $103M 0.11% +284,649 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716,527 shares; 2024Q4: 875,632 shares; 2025Q1: 882,487 shares; 2025Q2: 875,179 shares; 2025Q3: 926,777 shares; 2025Q4: 1,111,791 shares; 2026Q1: 1,101,298 shares; 2026Q2: 1,170,089 shares 1,170,089 $103M 0.11% +68,791 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,083 shares; 2025Q3: 3,247 shares; 2025Q4: 1,294,080 shares; 2026Q1: 1,391,398 shares; 2026Q2: 1,410,461 shares 1,410,461 $101M 0.1% +19,063 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,807 shares; 2024Q4: 361,441 shares; 2025Q1: 342,672 shares; 2025Q2: 340,667 shares; 2025Q3: 130,661 shares; 2025Q4: 221,034 shares; 2026Q1: 247,293 shares; 2026Q2: 777,242 shares 777,242 $101M 0.1% +529,949 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; 2024Q3: 232,306 shares; 2024Q4: 231,629 shares; 2025Q1: 1,215,572 shares; 2025Q2: 1,824,110 shares; 2025Q3: 1,860,695 shares; 2025Q4: 1,884,940 shares; 2026Q1: 1,932,561 shares; 2026Q2: 2,160,532 shares 2,160,532 $101M 0.1% +227,971 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,817 shares; 2024Q4: 910,508 shares; 2025Q1: 1,022,679 shares; 2025Q2: 1,119,443 shares; 2025Q3: 1,184,817 shares; 2025Q4: 1,275,570 shares; 2026Q1: 1,126,536 shares; 2026Q2: 1,191,184 shares 1,191,184 $99.6M 0.1% +64,648 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,462 shares; 2024Q4: 1,279,761 shares; 2025Q1: 1,287,588 shares; 2025Q2: 1,289,609 shares; 2025Q3: 1,266,272 shares; 2025Q4: 1,319,536 shares; 2026Q1: 1,249,777 shares; 2026Q2: 1,210,138 shares 1,210,138 $99.4M 0.1% -39,639 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577 shares; 2024Q4: 1,361 shares; 2025Q1: 1,166 shares; 2025Q2: 1,342 shares; 2025Q3: 1,068 shares; 2025Q4: 222,223 shares; 2026Q1: 523,387 shares; 2026Q2: 272,933 shares 272,933 $99M 0.1% -250,454 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,748 shares; 2025Q1: 24,458 shares; 2025Q2: 61,009 shares; 2025Q3: 63,411 shares; 2025Q4: 675,798 shares; 2026Q1: 1,524,737 shares; 2026Q2: 1,662,674 shares 1,662,674 $98.7M 0.1% +137,937 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755,220 shares; 2024Q4: 2,491,487 shares; 2025Q1: 2,669,259 shares; 2025Q2: 2,469,586 shares; 2025Q3: 2,632,459 shares; 2025Q4: 3,204,446 shares; 2026Q1: 3,199,988 shares; 2026Q2: 3,325,591 shares 3,325,591 $97.9M 0.1% +125,603 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,267 shares; 2024Q4: 127,681 shares; 2025Q1: 128,973 shares; 2025Q2: 138,830 shares; 2025Q3: 146,728 shares; 2025Q4: 776,886 shares; 2026Q1: 995,592 shares; 2026Q2: 984,634 shares 984,634 $97.8M 0.1% -10,958 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,827 shares; 2024Q4: 726,195 shares; 2025Q1: 796,946 shares; 2025Q2: 900,993 shares; 2025Q3: 1,039,712 shares; 2025Q4: 1,198,803 shares; 2026Q1: 1,053,799 shares; 2026Q2: 907,867 shares 907,867 $97.7M 0.1% -145,932 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; 2024Q3: 991,449 shares; 2024Q4: 2,075,649 shares; 2025Q1: 2,123,428 shares; 2025Q2: 2,435,792 shares; 2025Q3: 2,624,151 shares; 2025Q4: 2,938,733 shares; 2026Q1: 3,172,935 shares; 2026Q2: 3,505,556 shares 3,505,556 $97.1M 0.1% +332,621 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,624 shares; 2024Q4: 402,543 shares; 2025Q1: 409,156 shares; 2025Q2: 405,659 shares; 2025Q3: 427,858 shares; 2025Q4: 515,909 shares; 2026Q1: 538,005 shares; 2026Q2: 566,960 shares 566,960 $95.8M 0.1% +28,955 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,535 shares; 2024Q4: 436,239 shares; 2025Q1: 439,533 shares; 2025Q2: 431,338 shares; 2025Q3: 571,828 shares; 2025Q4: 652,159 shares; 2026Q1: 657,827 shares; 2026Q2: 636,878 shares 636,878 $93.2M 0.1% -20,949 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453,158 shares; 2024Q4: 265,036 shares; 2025Q1: 277,916 shares; 2025Q2: 236,451 shares; 2025Q3: 211,562 shares; 2025Q4: 245,168 shares; 2026Q1: 232,602 shares; 2026Q2: 223,546 shares 223,546 $92.9M 0.1% -9,056 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573,731 shares; 2024Q4: 1,761,816 shares; 2025Q1: 1,836,798 shares; 2025Q2: 2,115,999 shares; 2025Q3: 2,342,531 shares; 2025Q4: 2,288,109 shares; 2026Q1: 2,275,770 shares; 2026Q2: 2,242,095 shares 2,242,095 $92.5M 0.09% -33,675 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,873 shares; 2024Q4: 542,396 shares; 2025Q1: 685,048 shares; 2025Q2: 687,842 shares; 2025Q3: 576,204 shares; 2025Q4: 1,440,192 shares; 2026Q1: 1,791,951 shares; 2026Q2: 1,804,211 shares 1,804,211 $91.2M 0.09% +12,260 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,188 shares; 2024Q4: 305,927 shares; 2025Q1: 651,331 shares; 2025Q2: 918,029 shares; 2025Q3: 1,054,830 shares; 2025Q4: 1,405,186 shares; 2026Q1: 1,137,864 shares; 2026Q2: 1,250,165 shares 1,250,165 $90.2M 0.09% +112,301 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,451 shares; 2024Q4: 206,476 shares; 2025Q1: 202,687 shares; 2025Q2: 209,161 shares; 2025Q3: 189,252 shares; 2025Q4: 521,283 shares; 2026Q1: 527,222 shares; 2026Q2: 567,493 shares 567,493 $89.7M 0.09% +40,271 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,803 shares; 2024Q4: 32,501 shares; 2025Q1: 34,639 shares; 2025Q2: 55,376 shares; 2025Q3: 59,916 shares; 2025Q4: 145,894 shares; 2026Q1: 149,935 shares; 2026Q2: 125,381 shares 125,381 $89.4M 0.09% -24,554 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 394,554 shares 394,554 $88.3M 0.09% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,491 shares; 2024Q4: 187,667 shares; 2025Q1: 179,427 shares; 2025Q2: 174,426 shares; 2025Q3: 180,721 shares; 2025Q4: 318,398 shares; 2026Q1: 335,622 shares; 2026Q2: 324,320 shares 324,320 $88.2M 0.09% -11,302 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,171 shares; 2024Q4: 379,939 shares; 2025Q1: 441,558 shares; 2025Q2: 3,586,771 shares; 2025Q3: 3,682,897 shares; 2025Q4: 3,803,617 shares; 2026Q1: 3,575,590 shares; 2026Q2: 3,366,656 shares 3,366,656 $88.1M 0.09% -208,934 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887,745 shares; 2024Q4: 959,380 shares; 2025Q1: 1,014,130 shares; 2025Q2: 1,052,923 shares; 2025Q3: 1,209,955 shares; 2025Q4: 1,268,955 shares; 2026Q1: 1,520,609 shares; 2026Q2: 1,521,145 shares 1,521,145 $88M 0.09% +536 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 395,969 shares 395,969 $87.5M 0.09% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,405,623 shares; 2024Q4: 1,461,652 shares; 2025Q1: 1,524,733 shares; 2025Q2: 1,659,408 shares; 2025Q3: 1,725,309 shares; 2025Q4: 2,154,416 shares; 2026Q1: 2,152,211 shares; 2026Q2: 2,169,299 shares 2,169,299 $87.2M 0.09% +17,088 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,467 shares; 2024Q4: 80,125 shares; 2025Q1: 85,784 shares; 2025Q2: 101,912 shares; 2025Q3: 107,495 shares; 2025Q4: 190,504 shares; 2026Q1: 203,977 shares; 2026Q2: 181,238 shares 181,238 $86.6M 0.09% -22,739 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,259 shares; 2024Q4: 301,777 shares; 2025Q1: 294,387 shares; 2025Q2: 366,197 shares; 2025Q3: 366,820 shares; 2025Q4: 1,714,516 shares; 2026Q1: 1,706,944 shares; 2026Q2: 1,590,833 shares 1,590,833 $86M 0.09% -116,111 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,788 shares; 2024Q4: 203,798 shares; 2025Q1: 217,172 shares; 2025Q2: 302,382 shares; 2025Q3: 307,375 shares; 2025Q4: 349,645 shares; 2026Q1: 124,771 shares; 2026Q2: 287,603 shares 287,603 $85.7M 0.09% +162,832 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,785 shares; 2024Q4: 160,058 shares; 2025Q1: 161,379 shares; 2025Q2: 177,463 shares; 2025Q3: 1,125,295 shares; 2025Q4: 260,127 shares; 2026Q1: 267,051 shares; 2026Q2: 280,808 shares 280,808 $85.1M 0.09% +13,757 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,862 shares; 2024Q4: 198,330 shares; 2025Q1: 182,334 shares; 2025Q2: 195,793 shares; 2025Q3: 209,480 shares; 2025Q4: 357,725 shares; 2026Q1: 256,862 shares; 2026Q2: 249,861 shares 249,861 $84.5M 0.09% -7,001 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,035 shares; 2024Q4: 446,555 shares; 2025Q1: 430,420 shares; 2025Q2: 366,111 shares; 2025Q3: 595,641 shares; 2025Q4: 824,374 shares; 2026Q1: 678,842 shares; 2026Q2: 722,270 shares 722,270 $84.3M 0.09% +43,428 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,630 shares; 2024Q4: 13,620 shares; 2025Q1: 15,215 shares; 2025Q2: 52,454 shares; 2025Q3: 56,783 shares; 2025Q4: 312,367 shares; 2026Q1: 324,275 shares; 2026Q2: 328,689 shares 328,689 $82.9M 0.08% +4,414 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,511 shares; 2024Q4: 23,648 shares; 2025Q1: 22,103 shares; 2025Q2: 63,092 shares; 2025Q3: 62,904 shares; 2025Q4: 106,391 shares; 2026Q1: 188,893 shares; 2026Q2: 188,029 shares 188,029 $82.3M 0.08% -864 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,047 shares; 2024Q4: 19,256 shares; 2025Q1: 19,286 shares; 2025Q2: 19,019 shares; 2025Q3: 18,820 shares; 2025Q4: 22,081 shares; 2026Q1: 25,280 shares; 2026Q2: 456,993 shares 456,993 $81.5M 0.08% +431,713 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; 2024Q3: 588 shares; 2024Q4: 1,092 shares; 2025Q1: 2,300 shares; 2025Q2: 3,589 shares; 2025Q3: 5,331 shares; 2025Q4: 23,536 shares; 2026Q1: 36,188 shares; 2026Q2: 41,046 shares 41,046 $81.4M 0.08% +4,858 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,237 shares; 2024Q4: 289,873 shares; 2025Q1: 304,288 shares; 2025Q2: 302,087 shares; 2025Q3: 360,785 shares; 2025Q4: 678,775 shares; 2026Q1: 709,877 shares; 2026Q2: 577,512 shares 577,512 $80.8M 0.08% -132,365 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,827 shares; 2024Q4: 165,834 shares; 2025Q1: 175,537 shares; 2025Q2: 206,568 shares; 2025Q3: 233,348 shares; 2025Q4: 366,812 shares; 2026Q1: 365,881 shares; 2026Q2: 364,727 shares 364,727 $80.5M 0.08% -1,154 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,916 shares; 2024Q4: 338,190 shares; 2025Q1: 512,287 shares; 2025Q2: 518,520 shares; 2025Q3: 515,800 shares; 2025Q4: 547,619 shares; 2026Q1: 593,545 shares; 2026Q2: 751,428 shares 751,428 $80M 0.08% +157,883 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,574 shares; 2026Q2: 1,516,660 shares 1,516,660 $80M 0.08% +1,483,086 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,099 shares; 2024Q4: 214,633 shares; 2025Q1: 218,678 shares; 2025Q2: 222,471 shares; 2025Q3: 226,225 shares; 2025Q4: 227,911 shares; 2026Q1: 223,562 shares; 2026Q2: 218,136 shares 218,136 $79.8M 0.08% -5,426 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 21,301 shares; 2025Q1: 21,728 shares; 2025Q2: 5,839 shares; 2025Q3: 5,847 shares; 2025Q4: 692,650 shares; 2026Q1: 1,663,200 shares; 2026Q2: 881,993 shares 881,993 $78.9M 0.08% -781,207 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; 2024Q3: 215,936 shares; 2024Q4: 225,259 shares; 2025Q1: 1,000,480 shares; 2025Q2: 244,490 shares; 2025Q3: 192,328 shares; 2025Q4: 1,372,846 shares; 2026Q1: 1,481,747 shares; 2026Q2: 1,353,304 shares 1,353,304 $78.8M 0.08% -128,443 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394,101 shares; 2024Q4: 979,094 shares; 2025Q1: 984,273 shares; 2025Q2: 995,261 shares; 2025Q3: 986,372 shares; 2025Q4: 1,050,629 shares; 2026Q1: 1,072,338 shares; 2026Q2: 1,072,774 shares 1,072,774 $78.8M 0.08% +436 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,020 shares; 2024Q4: 373,260 shares; 2025Q1: 340,308 shares; 2025Q2: 461,038 shares; 2025Q3: 495,344 shares; 2025Q4: 1,083,477 shares; 2026Q1: 1,062,868 shares; 2026Q2: 1,038,795 shares 1,038,795 $78.4M 0.08% -24,073 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572,875 shares; 2024Q4: 616,279 shares; 2025Q1: 635,895 shares; 2025Q2: 647,851 shares; 2025Q3: 712,164 shares; 2025Q4: 913,018 shares; 2026Q1: 887,157 shares; 2026Q2: 811,208 shares 811,208 $78.1M 0.08% -75,949 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,796 shares; 2024Q4: 120,935 shares; 2025Q1: 122,188 shares; 2025Q2: 113,291 shares; 2025Q3: 115,025 shares; 2025Q4: 132,405 shares; 2026Q1: 130,395 shares; 2026Q2: 146,423 shares 146,423 $76M 0.08% +16,028 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942,726 shares; 2024Q4: 2,054,210 shares; 2025Q1: 2,464,221 shares; 2025Q2: 2,671,393 shares; 2025Q3: 3,011,899 shares; 2025Q4: 3,227,073 shares; 2026Q1: 3,421,445 shares; 2026Q2: 3,426,968 shares 3,426,968 $75.9M 0.08% +5,523 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,274 shares; 2024Q4: 31,343 shares; 2025Q1: 38,795 shares; 2025Q2: 40,192 shares; 2025Q3: 48,719 shares; 2025Q4: 51,662 shares; 2026Q1: 54,843 shares; 2026Q2: 56,568 shares 56,568 $75.4M 0.08% +1,725 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,085 shares; 2024Q4: 403,718 shares; 2025Q1: 401,434 shares; 2025Q2: 420,348 shares; 2025Q3: 418,268 shares; 2025Q4: 466,225 shares; 2026Q1: 465,699 shares; 2026Q2: 478,071 shares 478,071 $74.7M 0.08% +12,372 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,149 shares; 2024Q4: 227,514 shares; 2025Q1: 222,587 shares; 2025Q2: 224,686 shares; 2025Q3: 230,669 shares; 2025Q4: 237,447 shares; 2026Q1: 231,938 shares; 2026Q2: 223,425 shares 223,425 $74M 0.08% -8,513 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,331 shares; 2024Q4: 8,743 shares; 2025Q1: not reported; 2025Q2: 17,321 shares; 2025Q3: 23,863 shares; 2025Q4: 46,109 shares; 2026Q1: 117,137 shares; 2026Q2: 115,027 shares 115,027 $73.5M 0.08% -2,110 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,753 shares; 2024Q4: 122,930 shares; 2025Q1: 126,265 shares; 2025Q2: 136,862 shares; 2025Q3: 138,444 shares; 2025Q4: 143,582 shares; 2026Q1: 179,343 shares; 2026Q2: 884,646 shares 884,646 $73.1M 0.07% +705,303 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,263 shares; 2024Q4: 260,462 shares; 2025Q1: 197,397 shares; 2025Q2: 197,505 shares; 2025Q3: 272,376 shares; 2025Q4: 340,890 shares; 2026Q1: 339,189 shares; 2026Q2: 329,024 shares 329,024 $72.8M 0.07% -10,165 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485,120 shares; 2024Q4: 542,643 shares; 2025Q1: 505,115 shares; 2025Q2: 609,318 shares; 2025Q3: 623,569 shares; 2025Q4: 631,968 shares; 2026Q1: 604,475 shares; 2026Q2: 584,217 shares 584,217 $72.7M 0.07% -20,258 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,768 shares; 2024Q4: 177,219 shares; 2025Q1: 170,350 shares; 2025Q2: 232,883 shares; 2025Q3: 236,798 shares; 2025Q4: 386,852 shares; 2026Q1: 383,619 shares; 2026Q2: 345,268 shares 345,268 $72.2M 0.07% -38,351 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,191 shares; 2024Q4: 89,889 shares; 2025Q1: 83,158 shares; 2025Q2: 80,814 shares; 2025Q3: 88,384 shares; 2025Q4: 121,265 shares; 2026Q1: 107,744 shares; 2026Q2: 101,693 shares 101,693 $71.5M 0.07% -6,051 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,055 shares; 2024Q4: 222,853 shares; 2025Q1: 404,581 shares; 2025Q2: 491,438 shares; 2025Q3: 495,311 shares; 2025Q4: 757,995 shares; 2026Q1: 763,695 shares; 2026Q2: 776,244 shares 776,244 $71.1M 0.07% +12,549 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603,384 shares; 2024Q4: 785,248 shares; 2025Q1: 795,931 shares; 2025Q2: 887,571 shares; 2025Q3: 1,132,348 shares; 2025Q4: 1,629,283 shares; 2026Q1: 1,697,273 shares; 2026Q2: 1,671,791 shares 1,671,791 $70.8M 0.07% -25,482 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,565 shares; 2024Q4: 88,151 shares; 2025Q1: 94,606 shares; 2025Q2: 100,958 shares; 2025Q3: 213,051 shares; 2025Q4: 256,223 shares; 2026Q1: 302,095 shares; 2026Q2: 326,406 shares 326,406 $70.7M 0.07% +24,311 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,302 shares; 2024Q4: 42,101 shares; 2025Q1: 43,149 shares; 2025Q2: 43,396 shares; 2025Q3: 44,684 shares; 2025Q4: 45,649 shares; 2026Q1: 52,278 shares; 2026Q2: 58,900 shares 58,900 $70.4M 0.07% +6,622 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,882 shares; 2024Q4: 178,419 shares; 2025Q1: 188,076 shares; 2025Q2: 225,683 shares; 2025Q3: 221,185 shares; 2025Q4: 382,850 shares; 2026Q1: 397,476 shares; 2026Q2: 447,498 shares 447,498 $70.2M 0.07% +50,022 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,121 shares; 2024Q4: 18,197 shares; 2025Q1: 17,952 shares; 2025Q2: 20,143 shares; 2025Q3: 369,076 shares; 2025Q4: 328,437 shares; 2026Q1: 333,827 shares; 2026Q2: 292,826 shares 292,826 $69.6M 0.07% -41,001 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,066 shares; 2024Q4: 1,106,279 shares; 2025Q1: 1,115,572 shares; 2025Q2: 1,250,036 shares; 2025Q3: 1,140,215 shares; 2025Q4: 2,626,053 shares; 2026Q1: 2,654,159 shares; 2026Q2: 2,383,777 shares 2,383,777 $69M 0.07% -270,382 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,652 shares; 2024Q4: 203,056 shares; 2025Q1: 198,937 shares; 2025Q2: 249,655 shares; 2025Q3: 486,727 shares; 2025Q4: 770,399 shares; 2026Q1: 725,628 shares; 2026Q2: 833,739 shares 833,739 $68.9M 0.07% +108,111 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,940 shares; 2024Q4: 78,657 shares; 2025Q1: 81,444 shares; 2025Q2: 83,864 shares; 2025Q3: 102,679 shares; 2025Q4: 157,165 shares; 2026Q1: 166,230 shares; 2026Q2: 160,889 shares 160,889 $68.6M 0.07% -5,341 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,638 shares; 2024Q4: 68,138 shares; 2025Q1: 68,821 shares; 2025Q2: 68,700 shares; 2025Q3: 98,296 shares; 2025Q4: 109,245 shares; 2026Q1: 230,852 shares; 2026Q2: 193,094 shares 193,094 $68.5M 0.07% -37,758 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776,480 shares; 2024Q4: 1,278,868 shares; 2025Q1: 1,287,754 shares; 2025Q2: 1,166,451 shares; 2025Q3: 1,564,156 shares; 2025Q4: 2,117,913 shares; 2026Q1: 2,110,464 shares; 2026Q2: 3,257,265 shares 3,257,265 $67.4M 0.07% +1,146,801 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 552,141 shares; 2025Q1: 585,370 shares; 2025Q2: 601,943 shares; 2025Q3: 645,249 shares; 2025Q4: 667,338 shares; 2026Q1: 669,406 shares; 2026Q2: 680,124 shares 680,124 $67.1M 0.07% +10,718 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,315 shares; 2024Q4: 72,226 shares; 2025Q1: 70,890 shares; 2025Q2: 76,157 shares; 2025Q3: 72,462 shares; 2025Q4: 213,579 shares; 2026Q1: 243,732 shares; 2026Q2: 224,860 shares 224,860 $67M 0.07% -18,872 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,485 shares; 2024Q4: 69,284 shares; 2025Q1: 71,558 shares; 2025Q2: 62,844 shares; 2025Q3: 68,181 shares; 2025Q4: 90,962 shares; 2026Q1: 91,187 shares; 2026Q2: 87,792 shares 87,792 $66.4M 0.07% -3,395 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603,854 shares; 2024Q4: 121,336 shares; 2025Q1: 140,695 shares; 2025Q2: 158,115 shares; 2025Q3: 156,974 shares; 2025Q4: 192,490 shares; 2026Q1: 199,341 shares; 2026Q2: 823,224 shares 823,224 $66.3M 0.07% +623,883 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,310 shares; 2024Q4: 683,608 shares; 2025Q1: 730,813 shares; 2025Q2: 780,603 shares; 2025Q3: 848,093 shares; 2025Q4: 1,013,656 shares; 2026Q1: 1,087,203 shares; 2026Q2: 1,169,609 shares 1,169,609 $66.1M 0.07% +82,406 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,956 shares; 2024Q4: 282,021 shares; 2025Q1: 293,406 shares; 2025Q2: 298,446 shares; 2025Q3: 555,615 shares; 2025Q4: 624,685 shares; 2026Q1: 662,040 shares; 2026Q2: 759,375 shares 759,375 $66M 0.07% +97,335 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176,319 shares; 2024Q4: 1,376,518 shares; 2025Q1: 1,447,099 shares; 2025Q2: 1,552,603 shares; 2025Q3: 1,700,579 shares; 2025Q4: 1,890,041 shares; 2026Q1: 1,539,044 shares; 2026Q2: 1,386,157 shares 1,386,157 $65.9M 0.07% -152,887 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792,379 shares; 2024Q4: 1,322,167 shares; 2025Q1: 1,502,189 shares; 2025Q2: 1,414,341 shares; 2025Q3: 1,965,615 shares; 2025Q4: 2,430,302 shares; 2026Q1: 3,042,752 shares; 2026Q2: 2,693,994 shares 2,693,994 $64.9M 0.07% -348,758 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,925 shares; 2024Q4: 141,112 shares; 2025Q1: 143,205 shares; 2025Q2: 143,109 shares; 2025Q3: 139,215 shares; 2025Q4: 132,846 shares; 2026Q1: 131,435 shares; 2026Q2: 128,958 shares 128,958 $64.1M 0.07% -2,477 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,813 shares; 2024Q4: 287,439 shares; 2025Q1: 279,977 shares; 2025Q2: 280,782 shares; 2025Q3: 288,025 shares; 2025Q4: 370,721 shares; 2026Q1: 400,249 shares; 2026Q2: 391,017 shares 391,017 $64M 0.07% -9,232 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,453 shares; 2024Q4: 88,069 shares; 2025Q1: 193,444 shares; 2025Q2: 276,753 shares; 2025Q3: 283,329 shares; 2025Q4: 328,961 shares; 2026Q1: 331,680 shares; 2026Q2: 319,562 shares 319,562 $63.9M 0.07% -12,118 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557,704 shares; 2024Q4: 597,284 shares; 2025Q1: 634,366 shares; 2025Q2: 662,764 shares; 2025Q3: 706,721 shares; 2025Q4: 737,018 shares; 2026Q1: 777,632 shares; 2026Q2: 731,089 shares 731,089 $63.3M 0.06% -46,543 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,977 shares; 2024Q4: 276,579 shares; 2025Q1: 446,165 shares; 2025Q2: 524,771 shares; 2025Q3: 622,789 shares; 2025Q4: 675,685 shares; 2026Q1: 131,750 shares; 2026Q2: 1,246,547 shares 1,246,547 $63M 0.06% +1,114,797 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900,974 shares; 2024Q4: 901,566 shares; 2025Q1: 912,243 shares; 2025Q2: 824,561 shares; 2025Q3: 859,015 shares; 2025Q4: 886,931 shares; 2026Q1: 958,154 shares; 2026Q2: 1,051,137 shares 1,051,137 $62.6M 0.06% +92,983 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,951 shares; 2024Q4: 800,213 shares; 2025Q1: 544,184 shares; 2025Q2: 539,252 shares; 2025Q3: 550,397 shares; 2025Q4: 557,289 shares; 2026Q1: 543,809 shares; 2026Q2: 609,087 shares 609,087 $62.3M 0.06% +65,278 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,132 shares; 2025Q1: not reported; 2025Q2: 3,499 shares; 2025Q3: not reported; 2025Q4: 100,372 shares; 2026Q1: 254,706 shares; 2026Q2: 155,388 shares 155,388 $61.3M 0.06% -99,318 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,188 shares; 2024Q4: 469,545 shares; 2025Q1: 440,602 shares; 2025Q2: 481,026 shares; 2025Q3: 796,646 shares; 2025Q4: 851,673 shares; 2026Q1: 840,437 shares; 2026Q2: 881,298 shares 881,298 $60.3M 0.06% +40,861 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; 2024Q3: 562,589 shares; 2024Q4: 1,301,309 shares; 2025Q1: 1,313,246 shares; 2025Q2: 1,289,071 shares; 2025Q3: 1,292,091 shares; 2025Q4: 1,412,043 shares; 2026Q1: 1,313,049 shares; 2026Q2: 1,667,957 shares 1,667,957 $60.3M 0.06% +354,908 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,688 shares; 2024Q4: 136,144 shares; 2025Q1: 142,666 shares; 2025Q2: 149,248 shares; 2025Q3: 389,343 shares; 2025Q4: 520,653 shares; 2026Q1: 550,578 shares; 2026Q2: 475,579 shares 475,579 $60.1M 0.06% -74,999 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,888 shares; 2024Q4: 133,609 shares; 2025Q1: 157,153 shares; 2025Q2: 159,617 shares; 2025Q3: 168,652 shares; 2025Q4: 222,342 shares; 2026Q1: 294,874 shares; 2026Q2: 339,675 shares 339,675 $59.9M 0.06% +44,801 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,669 shares; 2024Q4: 452,482 shares; 2025Q1: 1,823,354 shares; 2025Q2: 1,001,405 shares; 2025Q3: 998,236 shares; 2025Q4: 973,843 shares; 2026Q1: 955,722 shares; 2026Q2: 912,075 shares 912,075 $59.8M 0.06% -43,647 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,914 shares; 2024Q4: 29,809 shares; 2025Q1: 26,931 shares; 2025Q2: 15,681 shares; 2025Q3: 75,192 shares; 2025Q4: 700,462 shares; 2026Q1: 877,151 shares; 2026Q2: 2,034,811 shares 2,034,811 $59M 0.06% +1,157,660 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,284 shares; 2024Q4: 34,439 shares; 2025Q1: 46,854 shares; 2025Q2: 44,557 shares; 2025Q3: 45,355 shares; 2025Q4: 219,953 shares; 2026Q1: 222,521 shares; 2026Q2: 226,463 shares 226,463 $59M 0.06% +3,942 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,842 shares; 2024Q4: 81,187 shares; 2025Q1: 84,387 shares; 2025Q2: 82,076 shares; 2025Q3: 106,954 shares; 2025Q4: 115,660 shares; 2026Q1: 112,225 shares; 2026Q2: 114,832 shares 114,832 $58.5M 0.06% +2,607 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,754 shares; 2024Q4: 1,457,770 shares; 2025Q1: 1,486,458 shares; 2025Q2: 1,511,923 shares; 2025Q3: 1,523,181 shares; 2025Q4: 1,568,181 shares; 2026Q1: 1,641,871 shares; 2026Q2: 1,841,246 shares 1,841,246 $58.4M 0.06% +199,375 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,754 shares; 2024Q4: 171,446 shares; 2025Q1: 162,980 shares; 2025Q2: 174,655 shares; 2025Q3: 202,406 shares; 2025Q4: 490,507 shares; 2026Q1: 576,184 shares; 2026Q2: 636,167 shares 636,167 $58.3M 0.06% +59,983 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,083 shares; 2024Q4: 457,598 shares; 2025Q1: 455,955 shares; 2025Q2: 467,506 shares; 2025Q3: 469,591 shares; 2025Q4: 501,958 shares; 2026Q1: 509,881 shares; 2026Q2: 527,777 shares 527,777 $58.2M 0.06% +17,896 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,083 shares; 2024Q4: 128,298 shares; 2025Q1: 130,156 shares; 2025Q2: 131,799 shares; 2025Q3: 130,604 shares; 2025Q4: 144,986 shares; 2026Q1: 156,039 shares; 2026Q2: 184,736 shares 184,736 $58.2M 0.06% +28,697 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,042 shares; 2025Q1: 10,251 shares; 2025Q2: not reported; 2025Q3: 14,911 shares; 2025Q4: 2,576,737 shares; 2026Q1: 3,336,107 shares; 2026Q2: 3,322,327 shares 3,322,327 $57.5M 0.06% -13,780 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,330 shares; 2024Q4: 761,473 shares; 2025Q1: 817,740 shares; 2025Q2: 1,017,483 shares; 2025Q3: 1,019,455 shares; 2025Q4: 1,550,292 shares; 2026Q1: 1,434,504 shares; 2026Q2: 1,349,594 shares 1,349,594 $57.5M 0.06% -84,910 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,598 shares; 2024Q4: 241,282 shares; 2025Q1: 36,509 shares; 2025Q2: 232,647 shares; 2025Q3: 242,888 shares; 2025Q4: 676,211 shares; 2026Q1: 624,460 shares; 2026Q2: 652,358 shares 652,358 $57.3M 0.06% +27,898 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,479 shares; 2024Q4: 395,787 shares; 2025Q1: 394,721 shares; 2025Q2: 442,987 shares; 2025Q3: 480,480 shares; 2025Q4: 817,315 shares; 2026Q1: 810,820 shares; 2026Q2: 947,565 shares 947,565 $57.2M 0.06% +136,745 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,003,623 shares; 2025Q1: 1,022,295 shares; 2025Q2: 1,333,624 shares; 2025Q3: 1,361,615 shares; 2025Q4: 1,607,867 shares; 2026Q1: 1,350,040 shares; 2026Q2: 1,214,242 shares 1,214,242 $56M 0.06% -135,798 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,050 shares; 2024Q4: 594,258 shares; 2025Q1: 671,608 shares; 2025Q2: 694,694 shares; 2025Q3: 733,632 shares; 2025Q4: 771,724 shares; 2026Q1: 780,654 shares; 2026Q2: 824,518 shares 824,518 $55.7M 0.06% +43,864 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739,418 shares; 2024Q4: 1,732,127 shares; 2025Q1: 1,404,769 shares; 2025Q2: 1,689,032 shares; 2025Q3: 1,361,911 shares; 2025Q4: 1,245,068 shares; 2026Q1: 1,164,109 shares; 2026Q2: 1,079,725 shares 1,079,725 $55.6M 0.06% -84,384 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,483 shares; 2024Q4: 231,104 shares; 2025Q1: 909,113 shares; 2025Q2: 1,124,602 shares; 2025Q3: 538,103 shares; 2025Q4: 1,093,931 shares; 2026Q1: 1,099,104 shares; 2026Q2: 1,095,147 shares 1,095,147 $55.4M 0.06% -3,957 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; 2024Q3: 26,252 shares; 2024Q4: 26,262 shares; 2025Q1: 620,981 shares; 2025Q2: 1,152,210 shares; 2025Q3: 1,181,381 shares; 2025Q4: 1,166,911 shares; 2026Q1: 1,164,896 shares; 2026Q2: 1,218,472 shares 1,218,472 $55M 0.06% +53,576 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,081 shares; 2024Q4: 44,309 shares; 2025Q1: 44,134 shares; 2025Q2: 43,757 shares; 2025Q3: 42,347 shares; 2025Q4: 48,168 shares; 2026Q1: 46,580 shares; 2026Q2: 48,176 shares 48,176 $54.6M 0.06% +1,596 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050,698 shares; 2024Q4: 1,096,533 shares; 2025Q1: 1,087,285 shares; 2025Q2: 1,077,709 shares; 2025Q3: 1,130,839 shares; 2025Q4: 1,126,487 shares; 2026Q1: 1,080,969 shares; 2026Q2: 1,066,769 shares 1,066,769 $54.4M 0.06% -14,200 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,427 shares; 2024Q4: 57,163 shares; 2025Q1: 82,275 shares; 2025Q2: 117,106 shares; 2025Q3: 125,710 shares; 2025Q4: 123,668 shares; 2026Q1: 120,814 shares; 2026Q2: 117,272 shares 117,272 $54.3M 0.06% -3,542 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,771 shares; 2024Q4: 318,438 shares; 2025Q1: 359,927 shares; 2025Q2: 354,043 shares; 2025Q3: 333,008 shares; 2025Q4: 267,982 shares; 2026Q1: 361,932 shares; 2026Q2: 1,322,876 shares 1,322,876 $54.3M 0.06% +960,944 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,384 shares; 2024Q4: 35,989 shares; 2025Q1: 36,244 shares; 2025Q2: 42,400 shares; 2025Q3: 102,847 shares; 2025Q4: 111,688 shares; 2026Q1: 59,034 shares; 2026Q2: 70,953 shares 70,953 $54.1M 0.06% +11,919 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,946 shares; 2024Q4: 186,384 shares; 2025Q1: 202,587 shares; 2025Q2: 223,568 shares; 2025Q3: 589,394 shares; 2025Q4: 730,052 shares; 2026Q1: 730,400 shares; 2026Q2: 749,469 shares 749,469 $54M 0.06% +19,069 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,905 shares; 2024Q4: 20,783 shares; 2025Q1: 18,099 shares; 2025Q2: 32,174 shares; 2025Q3: 16,125 shares; 2025Q4: 766,492 shares; 2026Q1: 1,492,859 shares; 2026Q2: 1,016,596 shares 1,016,596 $53.8M 0.06% -476,263 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,146 shares; 2024Q4: 120,122 shares; 2025Q1: 122,969 shares; 2025Q2: 287,436 shares; 2025Q3: 261,211 shares; 2025Q4: 269,632 shares; 2026Q1: 312,572 shares; 2026Q2: 315,787 shares 315,787 $53.6M 0.05% +3,215 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,364 shares; 2024Q4: 203,932 shares; 2025Q1: 212,826 shares; 2025Q2: 203,236 shares; 2025Q3: 175,156 shares; 2025Q4: 289,345 shares; 2026Q1: 293,370 shares; 2026Q2: 335,317 shares 335,317 $52.6M 0.05% +41,947 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,065 shares; 2024Q4: 128,307 shares; 2025Q1: 391,928 shares; 2025Q2: 423,019 shares; 2025Q3: 437,302 shares; 2025Q4: 474,140 shares; 2026Q1: 453,195 shares; 2026Q2: 443,550 shares 443,550 $52.1M 0.05% -9,645 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,058 shares; 2024Q4: 701,410 shares; 2025Q1: 749,768 shares; 2025Q2: 777,691 shares; 2025Q3: 824,213 shares; 2025Q4: 855,594 shares; 2026Q1: 894,358 shares; 2026Q2: 813,268 shares 813,268 $52.1M 0.05% -81,090 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980,982 shares; 2024Q4: 971,014 shares; 2025Q1: 964,892 shares; 2025Q2: 884,445 shares; 2025Q3: 864,082 shares; 2025Q4: 874,055 shares; 2026Q1: 846,270 shares; 2026Q2: 1,227,797 shares 1,227,797 $52M 0.05% +381,527 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; 2024Q3: 126,878 shares; 2024Q4: 234,075 shares; 2025Q1: 263,545 shares; 2025Q2: 268,205 shares; 2025Q3: 424,184 shares; 2025Q4: 508,341 shares; 2026Q1: 661,822 shares; 2026Q2: 760,846 shares 760,846 $52M 0.05% +99,024 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,104 shares; 2024Q4: 193,238 shares; 2025Q1: 192,255 shares; 2025Q2: 204,418 shares; 2025Q3: 192,715 shares; 2025Q4: 230,122 shares; 2026Q1: 194,729 shares; 2026Q2: 165,552 shares 165,552 $51.8M 0.05% -29,177 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,422 shares; 2025Q3: 8,491 shares; 2025Q4: 13,727 shares; 2026Q1: 15,339 shares; 2026Q2: 22,866 shares 22,866 $51.1M 0.05% +7,527 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,371 shares; 2024Q4: 455,210 shares; 2025Q1: 468,660 shares; 2025Q2: 477,037 shares; 2025Q3: 496,223 shares; 2025Q4: 604,332 shares; 2026Q1: 630,988 shares; 2026Q2: 607,137 shares 607,137 $50.8M 0.05% -23,851 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,177 shares; 2024Q4: 50,243 shares; 2025Q1: 48,531 shares; 2025Q2: 61,719 shares; 2025Q3: 71,617 shares; 2025Q4: 78,812 shares; 2026Q1: 88,166 shares; 2026Q2: 79,278 shares 79,278 $50.8M 0.05% -8,888 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,574 shares; 2024Q4: 74,956 shares; 2025Q1: 79,306 shares; 2025Q2: 82,467 shares; 2025Q3: 86,503 shares; 2025Q4: 122,735 shares; 2026Q1: 117,405 shares; 2026Q2: 126,571 shares 126,571 $50.3M 0.05% +9,166 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,840 shares; 2024Q4: 32,778 shares; 2025Q1: 32,088 shares; 2025Q2: 24,906 shares; 2025Q3: 24,656 shares; 2025Q4: 1,112,771 shares; 2026Q1: 1,109,644 shares; 2026Q2: 1,082,442 shares 1,082,442 $49.7M 0.05% -27,202 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,388 shares; 2024Q4: 43,879 shares; 2025Q1: 83,816 shares; 2025Q2: 69,928 shares; 2025Q3: 253,554 shares; 2025Q4: 2,363,645 shares; 2026Q1: 2,941,405 shares; 2026Q2: 2,947,922 shares 2,947,922 $49.6M 0.05% +6,517 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,126 shares; 2024Q4: 458,511 shares; 2025Q1: 463,627 shares; 2025Q2: 476,609 shares; 2025Q3: 499,000 shares; 2025Q4: 521,126 shares; 2026Q1: 912,654 shares; 2026Q2: 936,764 shares 936,764 $49.4M 0.05% +24,110 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,946 shares; 2024Q4: 29,381 shares; 2025Q1: 28,011 shares; 2025Q2: 29,437 shares; 2025Q3: 41,633 shares; 2025Q4: 140,230 shares; 2026Q1: 143,065 shares; 2026Q2: 143,133 shares 143,133 $48.8M 0.05% +68 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,777 shares; 2024Q4: 806,904 shares; 2025Q1: 636,927 shares; 2025Q2: 641,880 shares; 2025Q3: 641,683 shares; 2025Q4: 675,156 shares; 2026Q1: 644,846 shares; 2026Q2: 639,958 shares 639,958 $48.5M 0.05% -4,888 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,571 shares; 2024Q4: 79,500 shares; 2025Q1: 116,179 shares; 2025Q2: 120,956 shares; 2025Q3: 123,741 shares; 2025Q4: 139,770 shares; 2026Q1: 150,786 shares; 2026Q2: 159,046 shares 159,046 $48.2M 0.05% +8,260 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 842,646 shares; 2026Q1: 1,279,952 shares; 2026Q2: 1,272,983 shares 1,272,983 $48.1M 0.05% -6,969 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,067 shares; 2024Q4: 243,807 shares; 2025Q1: 248,327 shares; 2025Q2: 249,084 shares; 2025Q3: 250,035 shares; 2025Q4: 261,793 shares; 2026Q1: 288,217 shares; 2026Q2: 325,382 shares 325,382 $47.8M 0.05% +37,165 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,925 shares; 2024Q4: 432,118 shares; 2025Q1: 428,064 shares; 2025Q2: 430,956 shares; 2025Q3: 455,761 shares; 2025Q4: 451,830 shares; 2026Q1: 440,978 shares; 2026Q2: 420,269 shares 420,269 $47.4M 0.05% -20,709 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580,456 shares; 2024Q4: 574,228 shares; 2025Q1: 495,959 shares; 2025Q2: 488,017 shares; 2025Q3: 487,636 shares; 2025Q4: 517,731 shares; 2026Q1: 339,071 shares; 2026Q2: 542,296 shares 542,296 $47.3M 0.05% +203,225 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; 2024Q3: 892,626 shares; 2024Q4: 869,944 shares; 2025Q1: 413,535 shares; 2025Q2: 692,840 shares; 2025Q3: 970,605 shares; 2025Q4: 679,135 shares; 2026Q1: 649,956 shares; 2026Q2: 630,958 shares 630,958 $47.3M 0.05% -18,998 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463,832 shares; 2026Q1: 1,071,227 shares; 2026Q2: 1,320,613 shares 1,320,613 $47.1M 0.05% +249,386 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; 2024Q3: 22,273 shares; 2024Q4: 22,299 shares; 2025Q1: 832,321 shares; 2025Q2: 757,466 shares; 2025Q3: 800,470 shares; 2025Q4: 737,385 shares; 2026Q1: 737,513 shares; 2026Q2: 709,779 shares 709,779 $46.6M 0.05% -27,734 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,460 shares; 2024Q4: 10,645 shares; 2025Q1: 10,636 shares; 2025Q2: 10,443 shares; 2025Q3: 14,935 shares; 2025Q4: 18,784 shares; 2026Q1: 14,455 shares; 2026Q2: 14,562 shares 14,562 $46.5M 0.05% +107 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 934,656 shares; 2024Q4: 1,015,007 shares; 2025Q1: 1,083,953 shares; 2025Q2: 999,324 shares; 2025Q3: 953,388 shares; 2025Q4: 1,030,190 shares; 2026Q1: 1,025,135 shares; 2026Q2: 962,706 shares 962,706 $46.3M 0.05% -62,429 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,034 shares; 2024Q4: 34,196 shares; 2025Q1: 33,683 shares; 2025Q2: 32,387 shares; 2025Q3: 27,357 shares; 2025Q4: 189,558 shares; 2026Q1: 93,220 shares; 2026Q2: 73,030 shares 73,030 $46.3M 0.05% -20,190 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,100 shares; 2024Q4: 68,991 shares; 2025Q1: 81,799 shares; 2025Q2: 87,463 shares; 2025Q3: 292,465 shares; 2025Q4: 622,431 shares; 2026Q1: 625,965 shares; 2026Q2: 514,862 shares 514,862 $45.6M 0.05% -111,103 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,414 shares; 2024Q4: 1,409,025 shares; 2025Q1: 1,427,739 shares; 2025Q2: 1,419,698 shares; 2025Q3: 1,420,519 shares; 2025Q4: 1,498,468 shares; 2026Q1: 1,475,727 shares; 2026Q2: 1,464,987 shares 1,464,987 $45.6M 0.05% -10,740 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936,713 shares; 2024Q4: 838,774 shares; 2025Q1: 836,936 shares; 2025Q2: 827,918 shares; 2025Q3: 872,875 shares; 2025Q4: 995,714 shares; 2026Q1: 1,025,113 shares; 2026Q2: 1,223,263 shares 1,223,263 $45M 0.05% +198,150 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,904 shares; 2024Q4: 22,451 shares; 2025Q1: 24,728 shares; 2025Q2: 25,179 shares; 2025Q3: 70,968 shares; 2025Q4: 75,267 shares; 2026Q1: 80,312 shares; 2026Q2: 80,230 shares 80,230 $44.9M 0.05% -82 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,463 shares; 2024Q4: 63,523 shares; 2025Q1: 48,960 shares; 2025Q2: 52,198 shares; 2025Q3: 57,815 shares; 2025Q4: 93,028 shares; 2026Q1: 100,177 shares; 2026Q2: 103,150 shares 103,150 $44.5M 0.05% +2,973 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,759 shares; 2024Q4: 127,655 shares; 2025Q1: 68,325 shares; 2025Q2: 68,292 shares; 2025Q3: 74,380 shares; 2025Q4: 110,423 shares; 2026Q1: 108,191 shares; 2026Q2: 112,606 shares 112,606 $44.4M 0.05% +4,415 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,125 shares; 2024Q4: 92,936 shares; 2025Q1: 89,237 shares; 2025Q2: 92,023 shares; 2025Q3: 99,650 shares; 2025Q4: 130,679 shares; 2026Q1: 134,424 shares; 2026Q2: 125,035 shares 125,035 $44.3M 0.05% -9,389 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433,661 shares; 2024Q4: 411,948 shares; 2025Q1: 413,202 shares; 2025Q2: 402,269 shares; 2025Q3: 393,632 shares; 2025Q4: 448,877 shares; 2026Q1: 418,662 shares; 2026Q2: 397,894 shares 397,894 $43.8M 0.04% -20,768 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 472,479 shares; 2025Q1: 522,210 shares; 2025Q2: 511,044 shares; 2025Q3: 582,272 shares; 2025Q4: 616,173 shares; 2026Q1: 639,600 shares; 2026Q2: 702,907 shares 702,907 $43.7M 0.04% +63,307 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,656 shares; 2024Q4: 122,555 shares; 2025Q1: 123,682 shares; 2025Q2: 121,677 shares; 2025Q3: 118,772 shares; 2025Q4: 165,991 shares; 2026Q1: 185,700 shares; 2026Q2: 193,798 shares 193,798 $43.4M 0.04% +8,098 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,644 shares; 2024Q4: 15,098 shares; 2025Q1: 15,989 shares; 2025Q2: 15,822 shares; 2025Q3: 29,332 shares; 2025Q4: 30,715 shares; 2026Q1: 29,784 shares; 2026Q2: 31,374 shares 31,374 $42.7M 0.04% +1,590 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,118 shares; 2024Q4: 33,843 shares; 2025Q1: 34,424 shares; 2025Q2: 35,859 shares; 2025Q3: 44,992 shares; 2025Q4: 314,590 shares; 2026Q1: 349,135 shares; 2026Q2: 293,710 shares 293,710 $42.5M 0.04% -55,425 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,485 shares; 2026Q1: 379,062 shares; 2026Q2: 286,179 shares 286,179 $42.4M 0.04% -92,883 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,173,430 shares; 2026Q1: 3,020,285 shares; 2026Q2: 3,257,464 shares 3,257,464 $42.4M 0.04% +237,179 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,633 shares; 2024Q4: 237,836 shares; 2025Q1: 584,945 shares; 2025Q2: 667,389 shares; 2025Q3: 1,054,313 shares; 2025Q4: 1,411,274 shares; 2026Q1: 1,507,415 shares; 2026Q2: 1,592,663 shares 1,592,663 $42.3M 0.04% +85,248 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,366 shares; 2025Q1: not reported; 2025Q2: 7,530 shares; 2025Q3: 55,043 shares; 2025Q4: 116,712 shares; 2026Q1: 147,895 shares; 2026Q2: 144,449 shares 144,449 $42.3M 0.04% -3,446 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,195 shares; 2024Q4: 335,721 shares; 2025Q1: 340,978 shares; 2025Q2: 331,338 shares; 2025Q3: 334,756 shares; 2025Q4: 380,994 shares; 2026Q1: 390,505 shares; 2026Q2: 385,481 shares 385,481 $42M 0.04% -5,024 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,611 shares; 2024Q4: 78,146 shares; 2025Q1: 75,221 shares; 2025Q2: 120,063 shares; 2025Q3: 123,000 shares; 2025Q4: 1,834,821 shares; 2026Q1: 1,956,630 shares; 2026Q2: 1,843,887 shares 1,843,887 $42M 0.04% -112,743 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,917 shares; 2024Q4: 640,379 shares; 2025Q1: 640,723 shares; 2025Q2: 610,602 shares; 2025Q3: 642,184 shares; 2025Q4: 845,556 shares; 2026Q1: 840,847 shares; 2026Q2: 1,131,309 shares 1,131,309 $41.7M 0.04% +290,462 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645,482 shares; 2024Q4: 647,973 shares; 2025Q1: 642,473 shares; 2025Q2: 615,985 shares; 2025Q3: 598,832 shares; 2025Q4: 606,989 shares; 2026Q1: 602,177 shares; 2026Q2: 879,733 shares 879,733 $41.5M 0.04% +277,556 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,833 shares; 2024Q4: 162,802 shares; 2025Q1: 162,147 shares; 2025Q2: 162,134 shares; 2025Q3: 216,012 shares; 2025Q4: 358,193 shares; 2026Q1: 354,800 shares; 2026Q2: 287,663 shares 287,663 $41.2M 0.04% -67,137 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,739 shares; 2024Q4: 175,666 shares; 2025Q1: 181,905 shares; 2025Q2: 183,512 shares; 2025Q3: 207,530 shares; 2025Q4: 223,901 shares; 2026Q1: 234,496 shares; 2026Q2: 268,718 shares 268,718 $41M 0.04% +34,222 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 30,561 shares; 2025Q1: 34,920 shares; 2025Q2: 32,058 shares; 2025Q3: 46,119 shares; 2025Q4: 49,575 shares; 2026Q1: 111,734 shares; 2026Q2: 121,953 shares 121,953 $40.8M 0.04% +10,219 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,167 shares; 2024Q4: 77,578 shares; 2025Q1: 71,577 shares; 2025Q2: 65,622 shares; 2025Q3: 63,147 shares; 2025Q4: 136,677 shares; 2026Q1: 140,010 shares; 2026Q2: 134,801 shares 134,801 $40.3M 0.04% -5,209 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,638 shares; 2024Q4: 161,783 shares; 2025Q1: 164,907 shares; 2025Q2: 128,207 shares; 2025Q3: 130,631 shares; 2025Q4: 255,439 shares; 2026Q1: 230,816 shares; 2026Q2: 188,818 shares 188,818 $40.2M 0.04% -41,998 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 753,634 shares; 2025Q1: not reported; 2025Q2: 724,205 shares; 2025Q3: 746,616 shares; 2025Q4: 793,807 shares; 2026Q1: 815,058 shares; 2026Q2: 809,753 shares 809,753 $40M 0.04% -5,305 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,009 shares; 2024Q4: 185,603 shares; 2025Q1: 179,038 shares; 2025Q2: 179,849 shares; 2025Q3: 225,420 shares; 2025Q4: 222,986 shares; 2026Q1: 201,400 shares; 2026Q2: 159,812 shares 159,812 $40M 0.04% -41,588 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,085 shares; 2024Q4: 171,140 shares; 2025Q1: 166,739 shares; 2025Q2: 206,898 shares; 2025Q3: 200,196 shares; 2025Q4: 236,511 shares; 2026Q1: 241,074 shares; 2026Q2: 242,638 shares 242,638 $39.9M 0.04% +1,564 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,886 shares; 2024Q4: 426,706 shares; 2025Q1: 385,838 shares; 2025Q2: 300,879 shares; 2025Q3: 283,863 shares; 2025Q4: 332,793 shares; 2026Q1: 321,420 shares; 2026Q2: 371,480 shares 371,480 $39.9M 0.04% +50,060 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 126,012 shares; 2025Q1: 513,503 shares; 2025Q2: 529,934 shares; 2025Q3: 574,633 shares; 2025Q4: 837,344 shares; 2026Q1: 933,721 shares; 2026Q2: 958,642 shares 958,642 $39.7M 0.04% +24,921 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921,991 shares; 2024Q4: 987,459 shares; 2025Q1: 988,936 shares; 2025Q2: 941,559 shares; 2025Q3: 905,781 shares; 2025Q4: 942,502 shares; 2026Q1: 721,246 shares; 2026Q2: 722,324 shares 722,324 $39.5M 0.04% +1,078 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,724 shares; 2024Q4: 181,784 shares; 2025Q1: 183,430 shares; 2025Q2: 184,089 shares; 2025Q3: 186,780 shares; 2025Q4: 240,342 shares; 2026Q1: 244,222 shares; 2026Q2: 219,189 shares 219,189 $39.4M 0.04% -25,033 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,418 shares; 2024Q4: 149,587 shares; 2025Q1: 149,104 shares; 2025Q2: 141,373 shares; 2025Q3: 150,180 shares; 2025Q4: 294,751 shares; 2026Q1: 300,334 shares; 2026Q2: 286,626 shares 286,626 $39.2M 0.04% -13,708 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483,768 shares; 2024Q4: 474,172 shares; 2025Q1: 468,586 shares; 2025Q2: 411,581 shares; 2025Q3: 428,520 shares; 2025Q4: 457,493 shares; 2026Q1: 448,548 shares; 2026Q2: 392,874 shares 392,874 $39.2M 0.04% -55,674 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,304,334 shares; 2026Q1: 1,357,794 shares; 2026Q2: 1,481,838 shares 1,481,838 $39.2M 0.04% +124,044 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,340 shares; 2024Q4: 142,923 shares; 2025Q1: 119,477 shares; 2025Q2: 118,219 shares; 2025Q3: 192,004 shares; 2025Q4: 854,472 shares; 2026Q1: 973,960 shares; 2026Q2: 780,678 shares 780,678 $38.9M 0.04% -193,282 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689,834 shares; 2024Q4: 770,413 shares; 2025Q1: 1,091,571 shares; 2025Q2: 1,016,508 shares; 2025Q3: 1,043,659 shares; 2025Q4: 1,051,577 shares; 2026Q1: 1,021,858 shares; 2026Q2: 922,290 shares 922,290 $38.6M 0.04% -99,568 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,114 shares; 2024Q4: 369,116 shares; 2025Q1: 325,036 shares; 2025Q2: 277,853 shares; 2025Q3: 297,988 shares; 2025Q4: 517,967 shares; 2026Q1: 505,099 shares; 2026Q2: 371,576 shares 371,576 $38.4M 0.04% -133,523 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,451 shares; 2024Q4: 901,237 shares; 2025Q1: 887,377 shares; 2025Q2: 855,352 shares; 2025Q3: 832,707 shares; 2025Q4: 797,421 shares; 2026Q1: 816,015 shares; 2026Q2: 781,346 shares 781,346 $38.4M 0.04% -34,669 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,226 shares; 2024Q4: 222,789 shares; 2025Q1: 199,481 shares; 2025Q2: 197,413 shares; 2025Q3: 200,539 shares; 2025Q4: 199,712 shares; 2026Q1: 198,124 shares; 2026Q2: 184,927 shares 184,927 $38.3M 0.04% -13,197 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 797,856 shares; 2026Q1: 802,643 shares; 2026Q2: 738,615 shares 738,615 $37.8M 0.04% -64,028 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,178 shares; 2024Q4: 323,975 shares; 2025Q1: 2,349,653 shares; 2025Q2: 3,538,128 shares; 2025Q3: 1,405,221 shares; 2025Q4: 3,659,666 shares; 2026Q1: 3,537,057 shares; 2026Q2: 3,314,493 shares 3,314,493 $37.7M 0.04% -222,564 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,666 shares; 2024Q4: 4,793 shares; 2025Q1: 671,840 shares; 2025Q2: 701,467 shares; 2025Q3: 725,119 shares; 2025Q4: 714,454 shares; 2026Q1: 695,613 shares; 2026Q2: 680,045 shares 680,045 $37.5M 0.04% -15,568 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826,224 shares; 2024Q4: 786,509 shares; 2025Q1: 796,967 shares; 2025Q2: 784,847 shares; 2025Q3: 774,894 shares; 2025Q4: 739,082 shares; 2026Q1: 728,508 shares; 2026Q2: 698,283 shares 698,283 $37.5M 0.04% -30,225 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,705 shares; 2024Q4: 232,437 shares; 2025Q1: 418,519 shares; 2025Q2: 371,801 shares; 2025Q3: 375,477 shares; 2025Q4: 383,576 shares; 2026Q1: 380,660 shares; 2026Q2: 377,479 shares 377,479 $37.1M 0.04% -3,181 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,637 shares; 2024Q4: 42,044 shares; 2025Q1: 47,548 shares; 2025Q2: 51,637 shares; 2025Q3: 55,944 shares; 2025Q4: 208,560 shares; 2026Q1: 280,428 shares; 2026Q2: 235,657 shares 235,657 $36.9M 0.04% -44,771 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,324 shares; 2024Q4: 22,724 shares; 2025Q1: 23,582 shares; 2025Q2: 52,398 shares; 2025Q3: 60,341 shares; 2025Q4: 194,195 shares; 2026Q1: 223,671 shares; 2026Q2: 183,284 shares 183,284 $36.8M 0.04% -40,387 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,313 shares; 2025Q1: 10,313 shares; 2025Q2: 20,625 shares; 2025Q3: 20,625 shares; 2025Q4: 828,042 shares; 2026Q1: 1,615,544 shares; 2026Q2: 826,504 shares 826,504 $36.6M 0.04% -789,040 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,854 shares; 2025Q1: 10,995 shares; 2025Q2: not reported; 2025Q3: 1,147,611 shares; 2025Q4: 1,256,413 shares; 2026Q1: 2,976,473 shares; 2026Q2: 3,343,851 shares 3,343,851 $36.5M 0.04% +367,378 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,598 shares; 2024Q4: 54,776 shares; 2025Q1: 51,719 shares; 2025Q2: 52,654 shares; 2025Q3: 51,064 shares; 2025Q4: 108,425 shares; 2026Q1: 110,708 shares; 2026Q2: 248,774 shares 248,774 $36.3M 0.04% +138,066 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,317 shares; 2024Q4: 116,589 shares; 2025Q1: 114,156 shares; 2025Q2: 154,783 shares; 2025Q3: 159,303 shares; 2025Q4: 151,573 shares; 2026Q1: 144,210 shares; 2026Q2: 161,748 shares 161,748 $36.2M 0.04% +17,538 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,369 shares; 2024Q4: 207,307 shares; 2025Q1: 227,762 shares; 2025Q2: 220,425 shares; 2025Q3: 209,906 shares; 2025Q4: 262,119 shares; 2026Q1: 275,698 shares; 2026Q2: 204,412 shares 204,412 $35.9M 0.04% -71,286 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; 2024Q3: 19,527 shares; 2024Q4: 370,709 shares; 2025Q1: 110,199 shares; 2025Q2: 305,992 shares; 2025Q3: 324,934 shares; 2025Q4: 405,577 shares; 2026Q1: 480,109 shares; 2026Q2: 569,017 shares 569,017 $35.8M 0.04% +88,908 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,804 shares; 2024Q4: 47,516 shares; 2025Q1: 61,913 shares; 2025Q2: 385,408 shares; 2025Q3: 404,886 shares; 2025Q4: 398,131 shares; 2026Q1: 399,669 shares; 2026Q2: 393,156 shares 393,156 $35.7M 0.04% -6,513 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,868 shares; 2024Q4: 13,031 shares; 2025Q1: 13,791 shares; 2025Q2: 15,706 shares; 2025Q3: 164,859 shares; 2025Q4: 399,617 shares; 2026Q1: 411,084 shares; 2026Q2: 412,886 shares 412,886 $35.7M 0.04% +1,802 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,491,555 shares; 2025Q1: 1,460,127 shares; 2025Q2: 6,128,574 shares; 2025Q3: 4,456,744 shares; 2025Q4: 6,205,330 shares; 2026Q1: 2,856,528 shares; 2026Q2: 2,668,282 shares 2,668,282 $35.6M 0.04% -188,246 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,515 shares; 2024Q4: 285,350 shares; 2025Q1: 300,552 shares; 2025Q2: 307,457 shares; 2025Q3: 318,093 shares; 2025Q4: 427,722 shares; 2026Q1: 434,777 shares; 2026Q2: 332,888 shares 332,888 $35.6M 0.04% -101,889 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,261 shares; 2024Q4: 345,252 shares; 2025Q1: 321,443 shares; 2025Q2: 338,150 shares; 2025Q3: 328,836 shares; 2025Q4: 383,726 shares; 2026Q1: 375,047 shares; 2026Q2: 368,036 shares 368,036 $35.5M 0.04% -7,011 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,844 shares; 2024Q4: 513,954 shares; 2025Q1: 519,509 shares; 2025Q2: 541,548 shares; 2025Q3: 538,109 shares; 2025Q4: 533,029 shares; 2026Q1: 527,707 shares; 2026Q2: 466,809 shares 466,809 $35.3M 0.04% -60,898 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,359 shares; 2024Q4: 274,175 shares; 2025Q1: 303,851 shares; 2025Q2: 382,228 shares; 2025Q3: 420,726 shares; 2025Q4: 446,570 shares; 2026Q1: 554,459 shares; 2026Q2: 574,331 shares 574,331 $35.3M 0.04% +19,872 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; 2024Q3: 549,740 shares; 2024Q4: 647,323 shares; 2025Q1: 679,512 shares; 2025Q2: 703,523 shares; 2025Q3: 712,690 shares; 2025Q4: 735,496 shares; 2026Q1: 100,487 shares; 2026Q2: 742,996 shares 742,996 $34.9M 0.04% +642,509 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,176 shares; 2025Q3: 4,450 shares; 2025Q4: 504,668 shares; 2026Q1: 545,471 shares; 2026Q2: 687,816 shares 687,816 $34.9M 0.04% +142,345 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,218 shares; 2024Q4: 50,484 shares; 2025Q1: 55,607 shares; 2025Q2: 54,057 shares; 2025Q3: 141,357 shares; 2025Q4: 153,982 shares; 2026Q1: 150,856 shares; 2026Q2: 163,327 shares 163,327 $34.6M 0.04% +12,471 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,300 shares; 2024Q4: 59,756 shares; 2025Q1: 53,651 shares; 2025Q2: 53,773 shares; 2025Q3: 52,140 shares; 2025Q4: 65,661 shares; 2026Q1: 73,899 shares; 2026Q2: 75,830 shares 75,830 $34.3M 0.04% +1,931 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,765 shares; 2024Q4: 479,554 shares; 2025Q1: 495,883 shares; 2025Q2: 434,236 shares; 2025Q3: 486,009 shares; 2025Q4: 496,685 shares; 2026Q1: 523,790 shares; 2026Q2: 696,219 shares 696,219 $34.3M 0.04% +172,429 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 478,016 shares; 2025Q1: 463,739 shares; 2025Q2: 467,756 shares; 2025Q3: 766,236 shares; 2025Q4: 776,828 shares; 2026Q1: 848,257 shares; 2026Q2: 889,580 shares 889,580 $34.2M 0.04% +41,323 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 323,780 shares; 2025Q1: 361,064 shares; 2025Q2: 383,578 shares; 2025Q3: 408,401 shares; 2025Q4: 423,996 shares; 2026Q1: 432,764 shares; 2026Q2: 428,827 shares 428,827 $34.1M 0.03% -3,937 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,034 shares; 2024Q4: 377,439 shares; 2025Q1: 394,108 shares; 2025Q2: 419,499 shares; 2025Q3: 453,039 shares; 2025Q4: 525,416 shares; 2026Q1: 555,972 shares; 2026Q2: 572,104 shares 572,104 $34M 0.03% +16,132 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,634 shares; 2024Q4: 310,615 shares; 2025Q1: 313,326 shares; 2025Q2: 314,809 shares; 2025Q3: 315,736 shares; 2025Q4: 327,053 shares; 2026Q1: 327,013 shares; 2026Q2: 318,543 shares 318,543 $33.9M 0.03% -8,470 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,136 shares; 2024Q4: 194,763 shares; 2025Q1: 179,108 shares; 2025Q2: 186,289 shares; 2025Q3: 180,704 shares; 2025Q4: 180,842 shares; 2026Q1: 182,447 shares; 2026Q2: 179,638 shares 179,638 $33.8M 0.03% -2,809 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600,741 shares; 2024Q4: 612,684 shares; 2025Q1: 619,386 shares; 2025Q2: 609,291 shares; 2025Q3: 608,733 shares; 2025Q4: 615,473 shares; 2026Q1: 597,795 shares; 2026Q2: 592,641 shares 592,641 $33.7M 0.03% -5,154 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,356 shares; 2024Q4: 102,023 shares; 2025Q1: 146,566 shares; 2025Q2: 172,843 shares; 2025Q3: 206,430 shares; 2025Q4: 219,174 shares; 2026Q1: 207,138 shares; 2026Q2: 185,911 shares 185,911 $33.7M 0.03% -21,227 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,051 shares; 2024Q4: 156,017 shares; 2025Q1: 156,135 shares; 2025Q2: 160,179 shares; 2025Q3: 234,630 shares; 2025Q4: 225,742 shares; 2026Q1: 219,931 shares; 2026Q2: 227,570 shares 227,570 $33.1M 0.03% +7,639 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; 2024Q3: 55,543 shares; 2024Q4: 92,621 shares; 2025Q1: 76,466 shares; 2025Q2: 77,837 shares; 2025Q3: 73,600 shares; 2025Q4: 89,647 shares; 2026Q1: 85,215 shares; 2026Q2: 88,724 shares 88,724 $32.9M 0.03% +3,509 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,746 shares; 2024Q4: 42,576 shares; 2025Q1: 46,831 shares; 2025Q2: 51,194 shares; 2025Q3: 51,918 shares; 2025Q4: 61,389 shares; 2026Q1: 60,188 shares; 2026Q2: 61,904 shares 61,904 $32.6M 0.03% +1,716 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,303 shares; 2024Q4: 137,343 shares; 2025Q1: 147,331 shares; 2025Q2: 158,527 shares; 2025Q3: 183,903 shares; 2025Q4: 222,145 shares; 2026Q1: 208,754 shares; 2026Q2: 199,801 shares 199,801 $32.3M 0.03% -8,953 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279,723 shares; 2024Q4: 1,306,016 shares; 2025Q1: 1,287,902 shares; 2025Q2: 1,309,758 shares; 2025Q3: 1,426,015 shares; 2025Q4: 1,409,390 shares; 2026Q1: 28,066 shares; 2026Q2: 1,262,532 shares 1,262,532 $31.8M 0.03% +1,234,466 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728,442 shares; 2024Q4: 601,335 shares; 2025Q1: 938,208 shares; 2025Q2: 955,572 shares; 2025Q3: 998,094 shares; 2025Q4: 1,041,252 shares; 2026Q1: 1,139,823 shares; 2026Q2: 1,263,659 shares 1,263,659 $31.6M 0.03% +123,836 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,256 shares; 2024Q4: 148,377 shares; 2025Q1: 150,854 shares; 2025Q2: 158,279 shares; 2025Q3: 159,580 shares; 2025Q4: 177,485 shares; 2026Q1: 176,285 shares; 2026Q2: 175,674 shares 175,674 $31.4M 0.03% -611 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,777 shares; 2024Q4: 19,508 shares; 2025Q1: 17,436 shares; 2025Q2: 158,746 shares; 2025Q3: 160,910 shares; 2025Q4: 169,463 shares; 2026Q1: 164,398 shares; 2026Q2: 160,460 shares 160,460 $31.2M 0.03% -3,938 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,421 shares; 2024Q4: 111,823 shares; 2025Q1: 154,848 shares; 2025Q2: 140,637 shares; 2025Q3: 170,343 shares; 2025Q4: 550,279 shares; 2026Q1: 533,808 shares; 2026Q2: 404,365 shares 404,365 $31.2M 0.03% -129,443 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,350 shares; 2024Q4: 110,623 shares; 2025Q1: 114,480 shares; 2025Q2: 117,975 shares; 2025Q3: 122,131 shares; 2025Q4: 126,331 shares; 2026Q1: 209,192 shares; 2026Q2: 228,582 shares 228,582 $31.2M 0.03% +19,390 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; 2024Q3: 111,611 shares; 2024Q4: 115,141 shares; 2025Q1: 115,417 shares; 2025Q2: 120,053 shares; 2025Q3: 115,995 shares; 2025Q4: 175,575 shares; 2026Q1: 187,476 shares; 2026Q2: 98,785 shares 98,785 $31.1M 0.03% -88,691 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,913 shares; 2024Q4: 12,199 shares; 2025Q1: 13,287 shares; 2025Q2: 11,628 shares; 2025Q3: 11,099 shares; 2025Q4: 598,555 shares; 2026Q1: 606,061 shares; 2026Q2: 607,692 shares 607,692 $31M 0.03% +1,631 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,715 shares; 2024Q4: 146,239 shares; 2025Q1: 136,907 shares; 2025Q2: 137,265 shares; 2025Q3: 148,573 shares; 2025Q4: 164,720 shares; 2026Q1: 131,933 shares; 2026Q2: 118,380 shares 118,380 $30.9M 0.03% -13,553 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642,373 shares; 2024Q4: 334,486 shares; 2025Q1: 349,397 shares; 2025Q2: 339,231 shares; 2025Q3: 351,755 shares; 2025Q4: 362,046 shares; 2026Q1: 379,040 shares; 2026Q2: 390,124 shares 390,124 $30.9M 0.03% +11,084 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,183 shares; 2024Q4: 80,574 shares; 2025Q1: 44,978 shares; 2025Q2: 46,690 shares; 2025Q3: 48,647 shares; 2025Q4: 165,603 shares; 2026Q1: 175,229 shares; 2026Q2: 149,964 shares 149,964 $30.8M 0.03% -25,265 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,416 shares; 2024Q4: 204,608 shares; 2025Q1: 211,536 shares; 2025Q2: 203,747 shares; 2025Q3: 224,195 shares; 2025Q4: 463,460 shares; 2026Q1: 433,122 shares; 2026Q2: 391,155 shares 391,155 $30.6M 0.03% -41,967 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,329 shares; 2024Q4: 289,574 shares; 2025Q1: 816,414 shares; 2025Q2: 780,594 shares; 2025Q3: 870,544 shares; 2025Q4: 826,043 shares; 2026Q1: 830,318 shares; 2026Q2: 873,168 shares 873,168 $30.6M 0.03% +42,850 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,798 shares; 2024Q4: 280,221 shares; 2025Q1: 280,583 shares; 2025Q2: 279,097 shares; 2025Q3: 273,681 shares; 2025Q4: 268,749 shares; 2026Q1: 257,619 shares; 2026Q2: 279,896 shares 279,896 $30.5M 0.03% +22,277 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126,933 shares; 2024Q4: 1,253,129 shares; 2025Q1: 1,309,930 shares; 2025Q2: 1,374,357 shares; 2025Q3: 1,419,626 shares; 2025Q4: 1,419,626 shares; 2026Q1: 1,000 shares; 2026Q2: 1,466,700 shares 1,466,700 $30.5M 0.03% +1,465,700 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,705 shares; 2024Q4: 768,232 shares; 2025Q1: 758,388 shares; 2025Q2: 760,373 shares; 2025Q3: 763,149 shares; 2025Q4: 796,837 shares; 2026Q1: 815,597 shares; 2026Q2: 750,468 shares 750,468 $30.4M 0.03% -65,129 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,097 shares; 2024Q4: 38,155 shares; 2025Q1: 39,033 shares; 2025Q2: 39,105 shares; 2025Q3: 42,614 shares; 2025Q4: 139,767 shares; 2026Q1: 138,713 shares; 2026Q2: 133,077 shares 133,077 $30.2M 0.03% -5,636 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,103 shares; 2024Q4: 411,942 shares; 2025Q1: 410,488 shares; 2025Q2: 416,860 shares; 2025Q3: 423,801 shares; 2025Q4: 586,251 shares; 2026Q1: 716,908 shares; 2026Q2: 791,013 shares 791,013 $30.1M 0.03% +74,105 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497,831 shares; 2024Q4: 528,547 shares; 2025Q1: 535,852 shares; 2025Q2: 547,894 shares; 2025Q3: 610,803 shares; 2025Q4: 604,880 shares; 2026Q1: 1,980 shares; 2026Q2: 571,901 shares 571,901 $30.1M 0.03% +569,921 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,179 shares; 2024Q4: 1,095,121 shares; 2025Q1: 1,114,078 shares; 2025Q2: 973,603 shares; 2025Q3: 690,778 shares; 2025Q4: 634,064 shares; 2026Q1: 601,979 shares; 2026Q2: 482,832 shares 482,832 $30M 0.03% -119,147 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,116 shares; 2024Q4: 18,818 shares; 2025Q1: 18,198 shares; 2025Q2: 18,247 shares; 2025Q3: 18,071 shares; 2025Q4: 20,046 shares; 2026Q1: 25,030 shares; 2026Q2: 25,922 shares 25,922 $30M 0.03% +892 FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650,182 shares; 2026Q1: 667,003 shares; 2026Q2: 669,136 shares 669,136 $29.9M 0.03% +2,133 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,741 shares; 2025Q4: 293,275 shares; 2026Q1: 306,430 shares; 2026Q2: 278,339 shares 278,339 $29.1M 0.03% -28,091 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,616 shares; 2024Q4: 120,401 shares; 2025Q1: 199,150 shares; 2025Q2: 319,663 shares; 2025Q3: 394,089 shares; 2025Q4: 478,298 shares; 2026Q1: 567,240 shares; 2026Q2: 571,007 shares 571,007 $28.8M 0.03% +3,767 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,929 shares; 2024Q4: 144,929 shares; 2025Q1: 141,683 shares; 2025Q2: 143,327 shares; 2025Q3: 159,290 shares; 2025Q4: 249,316 shares; 2026Q1: 238,869 shares; 2026Q2: 239,300 shares 239,300 $28.5M 0.03% +431 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,276 shares; 2024Q4: 39,986 shares; 2025Q1: 44,766 shares; 2025Q2: 39,236 shares; 2025Q3: 34,478 shares; 2025Q4: 47,591 shares; 2026Q1: 58,173 shares; 2026Q2: 58,607 shares 58,607 $28.4M 0.03% +434 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,888 shares; 2024Q4: 381,354 shares; 2025Q1: 303,099 shares; 2025Q2: 302,813 shares; 2025Q3: 296,078 shares; 2025Q4: 363,906 shares; 2026Q1: 421,746 shares; 2026Q2: 308,259 shares 308,259 $28.3M 0.03% -113,487 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; 2024Q3: 15,285 shares; 2024Q4: 18,396 shares; 2025Q1: 16,589 shares; 2025Q2: 16,931 shares; 2025Q3: 19,178 shares; 2025Q4: 128,137 shares; 2026Q1: 139,046 shares; 2026Q2: 258,384 shares 258,384 $27.9M 0.03% +119,338 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,811 shares; 2024Q4: 16,089 shares; 2025Q1: 312,807 shares; 2025Q2: 537,973 shares; 2025Q3: 542,461 shares; 2025Q4: 533,465 shares; 2026Q1: 536,976 shares; 2026Q2: 569,426 shares 569,426 $27.8M 0.03% +32,450 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,104 shares; 2024Q4: 226,438 shares; 2025Q1: 218,086 shares; 2025Q2: 207,631 shares; 2025Q3: 219,660 shares; 2025Q4: 558,701 shares; 2026Q1: 624,337 shares; 2026Q2: 480,177 shares 480,177 $27.7M 0.03% -144,160 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,607 shares; 2024Q4: 114,130 shares; 2025Q1: 306,127 shares; 2025Q2: 310,752 shares; 2025Q3: 301,875 shares; 2025Q4: 575,120 shares; 2026Q1: 648,208 shares; 2026Q2: 579,545 shares 579,545 $27.7M 0.03% -68,663 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,823 shares; 2025Q1: not reported; 2025Q2: 13,031 shares; 2025Q3: 21,575 shares; 2025Q4: 156,637 shares; 2026Q1: 247,772 shares; 2026Q2: 542,920 shares 542,920 $27.3M 0.03% +295,148 Timeline SPECIAL OPPORTUNITIES FD INC SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147,664 shares; 2026Q1: 1,118,873 shares; 2026Q2: 1,095,220 shares 1,095,220 $27.3M 0.03% -23,653 RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 427,280 shares; 2025Q2: 435,498 shares; 2025Q3: 656,381 shares; 2025Q4: 752,614 shares; 2026Q1: 1,087,057 shares; 2026Q2: 1,279,401 shares 1,279,401 $27.2M 0.03% +192,344 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,801 shares; 2024Q4: 67,843 shares; 2025Q1: 65,508 shares; 2025Q2: 67,833 shares; 2025Q3: 64,338 shares; 2025Q4: 89,660 shares; 2026Q1: 90,467 shares; 2026Q2: 93,683 shares 93,683 $27.2M 0.03% +3,216 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,263 shares; 2024Q4: 200,751 shares; 2025Q1: 231,589 shares; 2025Q2: 1,223,237 shares; 2025Q3: 1,229,287 shares; 2025Q4: 1,409,886 shares; 2026Q1: 1,405,276 shares; 2026Q2: 1,213,988 shares 1,213,988 $27.2M 0.03% -191,288 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; 2024Q3: 323,936 shares; 2024Q4: 491,492 shares; 2025Q1: 430,418 shares; 2025Q2: 404,826 shares; 2025Q3: 328,340 shares; 2025Q4: 493,519 shares; 2026Q1: 453,805 shares; 2026Q2: 524,475 shares 524,475 $26.7M 0.03% +70,670 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,053 shares; 2024Q4: 122,285 shares; 2025Q1: 149,537 shares; 2025Q2: 127,848 shares; 2025Q3: 129,596 shares; 2025Q4: 217,915 shares; 2026Q1: 207,531 shares; 2026Q2: 211,460 shares 211,460 $26.7M 0.03% +3,929 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,781 shares; 2024Q4: 18,148 shares; 2025Q1: 18,840 shares; 2025Q2: 18,778 shares; 2025Q3: 19,020 shares; 2025Q4: 25,696 shares; 2026Q1: 45,886 shares; 2026Q2: 111,944 shares 111,944 $26.6M 0.03% +66,058 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,448 shares; 2024Q4: 200,765 shares; 2025Q1: 205,469 shares; 2025Q2: 228,513 shares; 2025Q3: 220,256 shares; 2025Q4: 364,699 shares; 2026Q1: 357,161 shares; 2026Q2: 240,783 shares 240,783 $26.6M 0.03% -116,378 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 613,141 shares; 2025Q1: 983,793 shares; 2025Q2: 990,537 shares; 2025Q3: 997,953 shares; 2025Q4: 841,115 shares; 2026Q1: 922,118 shares; 2026Q2: 936,775 shares 936,775 $26.5M 0.03% +14,657 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573,343 shares; 2024Q4: 612,745 shares; 2025Q1: not reported; 2025Q2: 771,761 shares; 2025Q3: 804,766 shares; 2025Q4: 1,298,892 shares; 2026Q1: 1,231,735 shares; 2026Q2: 1,093,602 shares 1,093,602 $26.5M 0.03% -138,133 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; 2024Q3: 146,417 shares; 2024Q4: 179,636 shares; 2025Q1: 181,190 shares; 2025Q2: 186,206 shares; 2025Q3: 195,880 shares; 2025Q4: 242,736 shares; 2026Q1: 252,733 shares; 2026Q2: 286,346 shares 286,346 $26.3M 0.03% +33,613 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,814 shares; 2024Q4: 151,944 shares; 2025Q1: 154,187 shares; 2025Q2: 163,725 shares; 2025Q3: 271,537 shares; 2025Q4: 343,954 shares; 2026Q1: 404,359 shares; 2026Q2: 455,178 shares 455,178 $26.2M 0.03% +50,819 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,357 shares; 2024Q4: 270,641 shares; 2025Q1: 274,170 shares; 2025Q2: 287,017 shares; 2025Q3: 304,063 shares; 2025Q4: 300,548 shares; 2026Q1: 289,889 shares; 2026Q2: 291,939 shares 291,939 $26M 0.03% +2,050 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,240 shares; 2024Q4: 56,604 shares; 2025Q1: 52,848 shares; 2025Q2: 71,019 shares; 2025Q3: 67,736 shares; 2025Q4: 81,208 shares; 2026Q1: 85,364 shares; 2026Q2: 96,086 shares 96,086 $26M 0.03% +10,722 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,165 shares; 2024Q4: 85,955 shares; 2025Q1: 68,644 shares; 2025Q2: 69,914 shares; 2025Q3: 54,962 shares; 2025Q4: 449,124 shares; 2026Q1: 431,601 shares; 2026Q2: 597,288 shares 597,288 $25.8M 0.03% +165,687 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818,048 shares; 2024Q4: 692,298 shares; 2025Q1: 798,520 shares; 2025Q2: 805,179 shares; 2025Q3: 836,775 shares; 2025Q4: 863,101 shares; 2026Q1: 925,863 shares; 2026Q2: 1,021,661 shares 1,021,661 $25.3M 0.03% +95,798 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823,160 shares; 2026Q1: 760,502 shares; 2026Q2: 777,098 shares 777,098 $25.2M 0.03% +16,596 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,518 shares; 2024Q4: 323,655 shares; 2025Q1: 447,569 shares; 2025Q2: 495,350 shares; 2025Q3: 389,452 shares; 2025Q4: 498,287 shares; 2026Q1: 496,235 shares; 2026Q2: 496,921 shares 496,921 $25M 0.03% +686 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612,984 shares; 2024Q4: 695,040 shares; 2025Q1: 656,600 shares; 2025Q2: 778,630 shares; 2025Q3: 892,726 shares; 2025Q4: 957,587 shares; 2026Q1: 1,002,574 shares; 2026Q2: 999,374 shares 999,374 $24.9M 0.03% -3,200 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,166 shares; 2025Q4: 7,584 shares; 2026Q1: 13,267 shares; 2026Q2: 301,429 shares 301,429 $24.8M 0.03% +288,162 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,095 shares; 2024Q4: 239,595 shares; 2025Q1: 234,464 shares; 2025Q2: 234,775 shares; 2025Q3: 230,139 shares; 2025Q4: 472,774 shares; 2026Q1: 472,621 shares; 2026Q2: 487,048 shares 487,048 $24.8M 0.03% +14,427 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,492 shares; 2024Q4: 885,333 shares; 2025Q1: 845,529 shares; 2025Q2: 158,560 shares; 2025Q3: 244,242 shares; 2025Q4: 160,222 shares; 2026Q1: 102,443 shares; 2026Q2: 130,448 shares 130,448 $24.8M 0.03% +28,005 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; 2024Q3: 304,838 shares; 2024Q4: 391,402 shares; 2025Q1: 413,947 shares; 2025Q2: 440,159 shares; 2025Q3: 484,718 shares; 2025Q4: 499,216 shares; 2026Q1: 543,184 shares; 2026Q2: 682,534 shares 682,534 $24.7M 0.03% +139,350 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,215 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,759 shares 92,759 $24.7M 0.03% new Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,000 shares; 2024Q4: 58,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234,843 shares; 2025Q4: 234,807 shares; 2026Q1: 233,390 shares; 2026Q2: 232,559 shares 232,559 $24.3M 0.02% -831 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,901 shares; 2024Q4: 115,005 shares; 2025Q1: 128,601 shares; 2025Q2: 116,408 shares; 2025Q3: 120,356 shares; 2025Q4: 243,788 shares; 2026Q1: 245,507 shares; 2026Q2: 233,880 shares 233,880 $24.3M 0.02% -11,627 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 109,984 shares; 2025Q1: 110,610 shares; 2025Q2: 116,414 shares; 2025Q3: 130,856 shares; 2025Q4: 206,983 shares; 2026Q1: 87,411 shares; 2026Q2: 94,536 shares 94,536 $24.2M 0.02% +7,125 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,487 shares; 2024Q4: 124,688 shares; 2025Q1: 114,050 shares; 2025Q2: 107,440 shares; 2025Q3: 116,844 shares; 2025Q4: 123,572 shares; 2026Q1: 123,319 shares; 2026Q2: 126,258 shares 126,258 $24M 0.02% +2,939 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,389 shares; 2025Q1: 8,497 shares; 2025Q2: 8,168 shares; 2025Q3: 483,996 shares; 2025Q4: 495,337 shares; 2026Q1: 578,547 shares; 2026Q2: 588,284 shares 588,284 $23.9M 0.02% +9,737 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,327 shares; 2024Q4: 28,317 shares; 2025Q1: 29,138 shares; 2025Q2: 30,398 shares; 2025Q3: 68,252 shares; 2025Q4: 140,191 shares; 2026Q1: 214,552 shares; 2026Q2: 143,558 shares 143,558 $23.9M 0.02% -70,994 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,645 shares; 2024Q4: 6,495 shares; 2025Q1: 6,444 shares; 2025Q2: 50,770 shares; 2025Q3: 77,490 shares; 2025Q4: 159,592 shares; 2026Q1: 145,779 shares; 2026Q2: 145,612 shares 145,612 $23.8M 0.02% -167 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 832,989 shares 832,989 $23.8M 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,528 shares; 2024Q4: 62,981 shares; 2025Q1: 61,406 shares; 2025Q2: 60,637 shares; 2025Q3: 59,375 shares; 2025Q4: 111,104 shares; 2026Q1: 109,090 shares; 2026Q2: 81,063 shares 81,063 $23.8M 0.02% -28,027 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,977 shares; 2024Q4: 48,977 shares; 2025Q1: 40,722 shares; 2025Q2: 39,361 shares; 2025Q3: 34,450 shares; 2025Q4: 499,828 shares; 2026Q1: 490,128 shares; 2026Q2: 475,325 shares 475,325 $23.5M 0.02% -14,803 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372,035 shares; 2025Q3: 397,709 shares; 2025Q4: 410,746 shares; 2026Q1: 446,552 shares; 2026Q2: 627,393 shares 627,393 $23.4M 0.02% +180,841 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,597 shares; 2025Q1: 49,454 shares; 2025Q2: 52,406 shares; 2025Q3: 67,059 shares; 2025Q4: 357,643 shares; 2026Q1: 342,411 shares; 2026Q2: 336,606 shares 336,606 $23.4M 0.02% -5,805 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,438 shares; 2024Q4: 15,675 shares; 2025Q1: 15,743 shares; 2025Q2: 63,741 shares; 2025Q3: 67,599 shares; 2025Q4: 160,735 shares; 2026Q1: 100,544 shares; 2026Q2: 93,596 shares 93,596 $23.2M 0.02% -6,948 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,215 shares; 2024Q4: 126,932 shares; 2025Q1: 124,645 shares; 2025Q2: 120,021 shares; 2025Q3: 121,256 shares; 2025Q4: 134,393 shares; 2026Q1: 81,637 shares; 2026Q2: 68,647 shares 68,647 $23.2M 0.02% -12,990 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,238 shares; 2024Q4: 96,084 shares; 2025Q1: 95,757 shares; 2025Q2: 100,350 shares; 2025Q3: 100,793 shares; 2025Q4: 211,540 shares; 2026Q1: 218,883 shares; 2026Q2: 234,565 shares 234,565 $23.1M 0.02% +15,682 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,707 shares; 2024Q4: 160,526 shares; 2025Q1: 479,812 shares; 2025Q2: 600,891 shares; 2025Q3: 142,258 shares; 2025Q4: 504,392 shares; 2026Q1: 504,743 shares; 2026Q2: 472,999 shares 472,999 $23M 0.02% -31,744 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,086 shares; 2024Q4: 115,919 shares; 2025Q1: 116,256 shares; 2025Q2: 116,446 shares; 2025Q3: 91,475 shares; 2025Q4: 132,157 shares; 2026Q1: 126,135 shares; 2026Q2: 150,144 shares 150,144 $22.8M 0.02% +24,009 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,401 shares; 2024Q4: 134,371 shares; 2025Q1: 153,053 shares; 2025Q2: 424,931 shares; 2025Q3: 446,226 shares; 2025Q4: 486,613 shares; 2026Q1: 486,196 shares; 2026Q2: 459,291 shares 459,291 $22.8M 0.02% -26,905 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,262 shares; 2024Q4: 200,244 shares; 2025Q1: 179,689 shares; 2025Q2: 172,270 shares; 2025Q3: 189,681 shares; 2025Q4: 566,642 shares; 2026Q1: 513,280 shares; 2026Q2: 498,072 shares 498,072 $22.7M 0.02% -15,208 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,509 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,149 shares; 2025Q4: 148,353 shares; 2026Q1: 153,923 shares; 2026Q2: 155,858 shares 155,858 $22.7M 0.02% +1,935 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,292 shares; 2024Q4: 42,892 shares; 2025Q1: not reported; 2025Q2: 176,746 shares; 2025Q3: 308,219 shares; 2025Q4: 731,736 shares; 2026Q1: 756,131 shares; 2026Q2: 931,010 shares 931,010 $22.5M 0.02% +174,879 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,556,971 shares; 2026Q2: 2,719,057 shares 2,719,057 $22.4M 0.02% +162,086 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; 2024Q3: 389,211 shares; 2024Q4: 400,798 shares; 2025Q1: 407,902 shares; 2025Q2: 461,390 shares; 2025Q3: 1,355,195 shares; 2025Q4: 1,540,809 shares; 2026Q1: 1,537,496 shares; 2026Q2: 1,603,635 shares 1,603,635 $22.3M 0.02% +66,139 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481,525 shares; 2024Q4: 242,957 shares; 2025Q1: 247,243 shares; 2025Q2: 245,994 shares; 2025Q3: 255,771 shares; 2025Q4: 266,255 shares; 2026Q1: 187,428 shares; 2026Q2: 218,127 shares 218,127 $22.2M 0.02% +30,699 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,821 shares; 2026Q1: 307,708 shares; 2026Q2: 288,155 shares 288,155 $22M 0.02% -19,553 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,837 shares; 2024Q4: 300,371 shares; 2025Q1: 280,963 shares; 2025Q2: 306,348 shares; 2025Q3: 798,826 shares; 2025Q4: 1,095,685 shares; 2026Q1: 1,139,964 shares; 2026Q2: 954,910 shares 954,910 $22M 0.02% -185,054 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,820 shares; 2024Q4: 248,650 shares; 2025Q1: 294,240 shares; 2025Q2: 299,790 shares; 2025Q3: 496,220 shares; 2025Q4: 508,724 shares; 2026Q1: 63,798 shares; 2026Q2: 631,071 shares 631,071 $21.9M 0.02% +567,273 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,494 shares; 2024Q4: 14,409 shares; 2025Q1: 13,181 shares; 2025Q2: 12,787 shares; 2025Q3: 16,987 shares; 2025Q4: 19,224 shares; 2026Q1: 20,325 shares; 2026Q2: 185,380 shares 185,380 $21.9M 0.02% +165,055 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,197 shares; 2025Q1: 236,017 shares; 2025Q2: 395,792 shares; 2025Q3: 413,434 shares; 2025Q4: 285,323 shares; 2026Q1: 288,137 shares; 2026Q2: 279,159 shares 279,159 $21.9M 0.02% -8,978 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,781 shares; 2024Q4: 269,064 shares; 2025Q1: 288,722 shares; 2025Q2: 150,528 shares; 2025Q3: 175,763 shares; 2025Q4: 204,710 shares; 2026Q1: 184,788 shares; 2026Q2: 191,135 shares 191,135 $21.8M 0.02% +6,347 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,112 shares; 2024Q4: 30,964 shares; 2025Q1: 43,712 shares; 2025Q2: 48,462 shares; 2025Q3: 48,556 shares; 2025Q4: 245,604 shares; 2026Q1: 483,798 shares; 2026Q2: 505,502 shares 505,502 $21.8M 0.02% +21,704 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369,376 shares; 2026Q2: 650,256 shares 650,256 $21.7M 0.02% +280,880 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,032 shares; 2024Q4: 100,899 shares; 2025Q1: 101,765 shares; 2025Q2: 101,951 shares; 2025Q3: 103,182 shares; 2025Q4: 105,798 shares; 2026Q1: 117,227 shares; 2026Q2: 122,237 shares 122,237 $21.6M 0.02% +5,010 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161,874 shares 161,874 $21.6M 0.02% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,854 shares; 2024Q4: 17,495 shares; 2025Q1: 18,481 shares; 2025Q2: 13,461 shares; 2025Q3: 10,103 shares; 2025Q4: 93,716 shares; 2026Q1: 352,214 shares; 2026Q2: 387,851 shares 387,851 $21.5M 0.02% +35,637 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,361 shares; 2024Q4: 49,662 shares; 2025Q1: 40,873 shares; 2025Q2: 45,949 shares; 2025Q3: 43,072 shares; 2025Q4: 366,446 shares; 2026Q1: 320,826 shares; 2026Q2: 440,919 shares 440,919 $21.5M 0.02% +120,093 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; 2024Q3: 27,005 shares; 2024Q4: 43,198 shares; 2025Q1: 43,835 shares; 2025Q2: 38,066 shares; 2025Q3: 41,863 shares; 2025Q4: 85,172 shares; 2026Q1: 95,785 shares; 2026Q2: 83,837 shares 83,837 $21.4M 0.02% -11,948 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,959 shares; 2024Q4: 23,471 shares; 2025Q1: 25,820 shares; 2025Q2: 19,117 shares; 2025Q3: 17,134 shares; 2025Q4: 137,341 shares; 2026Q1: 142,137 shares; 2026Q2: 158,812 shares 158,812 $21.4M 0.02% +16,675 Timeline