IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,731 shares; 2024Q4: 143,020 shares; 2025Q1: 371,873 shares; 2025Q2: 197,471 shares; 2025Q3: 197,730 shares; 2025Q4: 197,046 shares; 2026Q1: 207,500 shares; 2026Q2: 215,810 shares 215,810 $162M 3.3% +8,310 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: 160,499 shares; 2024Q4: 159,157 shares; 2025Q1: 275,656 shares; 2025Q2: 135,236 shares; 2025Q3: 133,082 shares; 2025Q4: 141,906 shares; 2026Q1: 193,223 shares; 2026Q2: 179,069 shares 179,069 $134M 2.73% -14,154 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: 363,427 shares; 2024Q4: 357,122 shares; 2025Q1: 761,711 shares; 2025Q2: 363,986 shares; 2025Q3: 357,070 shares; 2025Q4: 362,878 shares; 2026Q1: 731,384 shares; 2026Q2: 703,221 shares 703,221 $116M 2.36% -28,163 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: 548,456 shares; 2024Q4: 554,003 shares; 2025Q1: 1,205,445 shares; 2025Q2: 560,626 shares; 2025Q3: 549,626 shares; 2025Q4: 573,795 shares; 2026Q1: 1,143,557 shares; 2026Q2: 1,177,268 shares 1,177,268 $114M 2.32% +33,711 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: 60,392 shares; 2024Q4: 59,077 shares; 2025Q1: 139,905 shares; 2025Q2: 80,553 shares; 2025Q3: 86,173 shares; 2025Q4: 107,407 shares; 2026Q1: 120,886 shares; 2026Q2: 151,524 shares 151,524 $104M 2.12% +30,638 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: 105,052 shares; 2024Q4: 105,967 shares; 2025Q1: 227,921 shares; 2025Q2: 130,645 shares; 2025Q3: 134,444 shares; 2025Q4: 156,881 shares; 2026Q1: 170,528 shares; 2026Q2: 167,834 shares 167,834 $71.6M 1.46% -2,694 Timeline VNLA 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: 521,095 shares; 2024Q4: 537,619 shares; 2025Q1: 1,137,015 shares; 2025Q2: 563,584 shares; 2025Q3: 681,148 shares; 2025Q4: 720,441 shares; 2026Q1: 1,320,952 shares; 2026Q2: 1,352,974 shares 1,352,974 $66.1M 1.35% +32,022 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: 279,979 shares; 2024Q4: 298,308 shares; 2025Q1: 819,211 shares; 2025Q2: 535,746 shares; 2025Q3: 542,976 shares; 2025Q4: 552,035 shares; 2026Q1: 703,341 shares; 2026Q2: 676,322 shares 676,322 $59.4M 1.21% -27,019 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,254 shares; 2024Q4: 161,066 shares; 2025Q1: 469,567 shares; 2025Q2: 236,784 shares; 2025Q3: 202,248 shares; 2025Q4: 200,004 shares; 2026Q1: 189,739 shares; 2026Q2: 203,493 shares 203,493 $58.9M 1.2% +13,754 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: 66,469 shares; 2024Q4: 1,206,424 shares; 2025Q1: 160,165 shares; 2025Q2: 96,823 shares; 2025Q3: 102,324 shares; 2025Q4: 151,525 shares; 2026Q1: 273,696 shares; 2026Q2: 493,129 shares 493,129 $49.6M 1.01% +219,433 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: 64,164 shares; 2024Q4: 64,680 shares; 2025Q1: 211,717 shares; 2025Q2: 148,919 shares; 2025Q3: 149,196 shares; 2025Q4: 97,497 shares; 2026Q1: 152,404 shares; 2026Q2: 151,492 shares 151,492 $47.7M 0.97% -912 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: 194,117 shares; 2024Q4: 222,942 shares; 2025Q1: 442,246 shares; 2025Q2: 259,898 shares; 2025Q3: 189,712 shares; 2025Q4: 195,983 shares; 2026Q1: 187,638 shares; 2026Q2: 229,769 shares 229,769 $46M 0.94% +42,131 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311,437 shares; 2025Q2: 716,366 shares; 2025Q3: 746,322 shares; 2025Q4: 826,781 shares; 2026Q1: 850,637 shares; 2026Q2: 879,439 shares 879,439 $44.8M 0.91% +28,802 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: 296,745 shares; 2024Q4: 309,492 shares; 2025Q1: 823,942 shares; 2025Q2: 470,976 shares; 2025Q3: 483,513 shares; 2025Q4: 475,258 shares; 2026Q1: 463,067 shares; 2026Q2: 463,174 shares 463,174 $44.2M 0.9% +107 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: 334,055 shares; 2024Q4: 356,647 shares; 2025Q1: 793,337 shares; 2025Q2: 403,459 shares; 2025Q3: 417,045 shares; 2025Q4: 443,441 shares; 2026Q1: 465,482 shares; 2026Q2: 476,001 shares 476,001 $43.2M 0.88% +10,519 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,203 shares; 2024Q4: 60,348 shares; 2025Q1: 156,229 shares; 2025Q2: 78,832 shares; 2025Q3: 65,696 shares; 2025Q4: 68,980 shares; 2026Q1: 58,980 shares; 2026Q2: 57,494 shares 57,494 $42.3M 0.86% -1,486 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: 554,431 shares; 2024Q4: 595,459 shares; 2025Q1: 1,375,060 shares; 2025Q2: 723,650 shares; 2025Q3: 723,416 shares; 2025Q4: 755,317 shares; 2026Q1: 771,055 shares; 2026Q2: 787,151 shares 787,151 $39.7M 0.81% +16,096 Timeline FIXD 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: 174,266 shares; 2024Q4: 183,242 shares; 2025Q1: 722,153 shares; 2025Q2: 540,649 shares; 2025Q3: 559,749 shares; 2025Q4: 565,029 shares; 2026Q1: 856,734 shares; 2026Q2: 887,302 shares 887,302 $38.7M 0.79% +30,568 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: 83,056 shares; 2024Q4: 85,078 shares; 2025Q1: 225,853 shares; 2025Q2: 121,719 shares; 2025Q3: 100,406 shares; 2025Q4: 102,806 shares; 2026Q1: 100,681 shares; 2026Q2: 99,678 shares 99,678 $37.2M 0.76% -1,003 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: 224,102 shares; 2024Q4: 224,960 shares; 2025Q1: 527,193 shares; 2025Q2: 253,487 shares; 2025Q3: 234,019 shares; 2025Q4: 247,429 shares; 2026Q1: 381,592 shares; 2026Q2: 382,333 shares 382,333 $36.9M 0.75% +741 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: 280,016 shares; 2024Q4: 317,709 shares; 2025Q1: 590,267 shares; 2025Q2: 319,743 shares; 2025Q3: 319,383 shares; 2025Q4: 326,689 shares; 2026Q1: 302,619 shares; 2026Q2: 303,229 shares 303,229 $36.1M 0.74% +610 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,759 shares; 2024Q4: 521,412 shares; 2025Q1: 1,127,396 shares; 2025Q2: 562,442 shares; 2025Q3: 567,713 shares; 2025Q4: 587,548 shares; 2026Q1: 591,221 shares; 2026Q2: 591,302 shares 591,302 $35.9M 0.73% +81 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,226 shares; 2024Q4: 347,765 shares; 2025Q1: 708,585 shares; 2025Q2: 360,206 shares; 2025Q3: 369,813 shares; 2025Q4: 388,839 shares; 2026Q1: 435,277 shares; 2026Q2: 465,336 shares 465,336 $35.7M 0.73% +30,059 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: 443,169 shares; 2024Q4: 462,693 shares; 2025Q1: 921,926 shares; 2025Q2: 634,967 shares; 2025Q3: 634,849 shares; 2025Q4: 631,222 shares; 2026Q1: 623,669 shares; 2026Q2: 654,333 shares 654,333 $34.5M 0.7% +30,664 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: 296,356 shares; 2024Q4: 303,404 shares; 2025Q1: 778,064 shares; 2025Q2: 552,460 shares; 2025Q3: 311,640 shares; 2025Q4: 328,964 shares; 2026Q1: 457,832 shares; 2026Q2: 474,958 shares 474,958 $33.8M 0.69% +17,126 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: 49,363 shares; 2024Q4: 48,930 shares; 2025Q1: 120,920 shares; 2025Q2: 74,897 shares; 2025Q3: 73,325 shares; 2025Q4: 69,141 shares; 2026Q1: 69,875 shares; 2026Q2: 65,862 shares 65,862 $33M 0.67% -4,013 Timeline HDEF 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: 485,160 shares; 2024Q4: 498,694 shares; 2025Q1: 1,449,245 shares; 2025Q2: 946,990 shares; 2025Q3: 968,915 shares; 2025Q4: 992,462 shares; 2026Q1: 998,515 shares; 2026Q2: 1,006,549 shares 1,006,549 $32.4M 0.66% +8,034 Timeline HISF 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: 279,920 shares; 2025Q4: 440,757 shares; 2026Q1: 701,803 shares; 2026Q2: 726,467 shares 726,467 $32.2M 0.66% +24,664 Timeline SPBO 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: 349,853 shares; 2024Q4: 377,854 shares; 2025Q1: 1,234,855 shares; 2025Q2: 904,105 shares; 2025Q3: 964,157 shares; 2025Q4: 991,804 shares; 2026Q1: 1,014,637 shares; 2026Q2: 1,080,256 shares 1,080,256 $31.4M 0.64% +65,619 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: 24,852 shares; 2024Q4: 54,889 shares; 2025Q1: 145,729 shares; 2025Q2: 73,669 shares; 2025Q3: 81,541 shares; 2025Q4: 87,152 shares; 2026Q1: 98,714 shares; 2026Q2: 87,052 shares 87,052 $29.7M 0.61% -11,662 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,932 shares; 2024Q4: 490,163 shares; 2025Q1: 983,063 shares; 2025Q2: 502,761 shares; 2025Q3: 513,036 shares; 2025Q4: 544,835 shares; 2026Q1: 581,180 shares; 2026Q2: 612,142 shares 612,142 $29.5M 0.6% +30,962 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: 117,264 shares; 2024Q4: 106,153 shares; 2025Q1: 267,396 shares; 2025Q2: 132,646 shares; 2025Q3: 106,965 shares; 2025Q4: 107,925 shares; 2026Q1: 105,200 shares; 2026Q2: 123,159 shares 123,159 $29.4M 0.6% +17,959 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: 557,699 shares; 2024Q4: 565,622 shares; 2025Q1: 1,178,972 shares; 2025Q2: 589,951 shares; 2025Q3: 594,422 shares; 2025Q4: 579,442 shares; 2026Q1: 634,594 shares; 2026Q2: 654,252 shares 654,252 $29M 0.59% +19,658 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 277,102 shares; 2025Q1: 574,404 shares; 2025Q2: 298,528 shares; 2025Q3: 308,342 shares; 2025Q4: 299,530 shares; 2026Q1: 330,301 shares; 2026Q2: 341,244 shares 341,244 $28M 0.57% +10,943 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: 641,384 shares; 2024Q4: 596,418 shares; 2025Q1: 1,295,413 shares; 2025Q2: 771,867 shares; 2025Q3: 1,188,986 shares; 2025Q4: 1,201,039 shares; 2026Q1: 554,586 shares; 2026Q2: 591,617 shares 591,617 $27.9M 0.57% +37,031 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: 71,289 shares; 2024Q4: 69,771 shares; 2025Q1: 141,046 shares; 2025Q2: 69,955 shares; 2025Q3: 68,708 shares; 2025Q4: 69,522 shares; 2026Q1: 72,032 shares; 2026Q2: 74,214 shares 74,214 $27.5M 0.56% +2,182 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: 5,452 shares; 2024Q4: 6,071 shares; 2025Q1: 25,258 shares; 2025Q2: 13,265 shares; 2025Q3: 14,057 shares; 2025Q4: 19,267 shares; 2026Q1: 111,367 shares; 2026Q2: 318,963 shares 318,963 $27.3M 0.56% +207,596 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,495 shares; 2024Q4: 333,695 shares; 2025Q1: 671,487 shares; 2025Q2: 316,538 shares; 2025Q3: 295,181 shares; 2025Q4: 261,638 shares; 2026Q1: 253,091 shares; 2026Q2: 257,808 shares 257,808 $26.8M 0.55% +4,717 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: 53,324 shares; 2024Q4: 69,146 shares; 2025Q1: 220,503 shares; 2025Q2: 116,894 shares; 2025Q3: 106,753 shares; 2025Q4: 110,120 shares; 2026Q1: 116,775 shares; 2026Q2: 125,838 shares 125,838 $26.8M 0.55% +9,063 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: 7,550 shares; 2024Q4: 8,419 shares; 2025Q1: 70,519 shares; 2025Q2: 565,462 shares; 2025Q3: 814,646 shares; 2025Q4: 828,480 shares; 2026Q1: 500,476 shares; 2026Q2: 519,958 shares 519,958 $25.6M 0.52% +19,482 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: 141,765 shares; 2024Q4: 150,168 shares; 2025Q1: 326,699 shares; 2025Q2: 178,182 shares; 2025Q3: 184,783 shares; 2025Q4: 211,406 shares; 2026Q1: 245,840 shares; 2026Q2: 245,111 shares 245,111 $25.5M 0.52% -729 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: 82,708 shares; 2024Q4: 75,194 shares; 2025Q1: 161,441 shares; 2025Q2: 87,857 shares; 2025Q3: 81,881 shares; 2025Q4: 83,763 shares; 2026Q1: 73,888 shares; 2026Q2: 70,644 shares 70,644 $25M 0.51% -3,244 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,694 shares; 2024Q4: 327,372 shares; 2025Q1: 708,671 shares; 2025Q2: 357,982 shares; 2025Q3: 368,785 shares; 2025Q4: 394,991 shares; 2026Q1: 411,006 shares; 2026Q2: 423,216 shares 423,216 $24.4M 0.5% +12,210 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: 63,628 shares; 2024Q4: 61,943 shares; 2025Q1: 159,105 shares; 2025Q2: 108,346 shares; 2025Q3: 87,233 shares; 2025Q4: 83,349 shares; 2026Q1: 73,932 shares; 2026Q2: 68,232 shares 68,232 $24.4M 0.5% -5,700 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: 109,840 shares; 2024Q4: 113,059 shares; 2025Q1: 332,353 shares; 2025Q2: 250,701 shares; 2025Q3: 269,698 shares; 2025Q4: 282,483 shares; 2026Q1: 305,486 shares; 2026Q2: 331,532 shares 331,532 $24M 0.49% +26,046 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: 58,729 shares; 2024Q4: 57,993 shares; 2025Q1: 129,836 shares; 2025Q2: 83,188 shares; 2025Q3: 71,579 shares; 2025Q4: 71,334 shares; 2026Q1: 73,064 shares; 2026Q2: 73,096 shares 73,096 $23.9M 0.49% +32 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: 954,963 shares; 2025Q2: 468,914 shares; 2025Q3: 478,894 shares; 2025Q4: 496,630 shares; 2026Q1: 498,791 shares; 2026Q2: 497,990 shares 497,990 $23.7M 0.48% -801 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,927 shares; 2024Q4: 235,546 shares; 2025Q1: 529,914 shares; 2025Q2: 280,444 shares; 2025Q3: 287,984 shares; 2025Q4: 313,662 shares; 2026Q1: 326,197 shares; 2026Q2: 336,945 shares 336,945 $22.8M 0.46% +10,748 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,127 shares; 2024Q4: 154,166 shares; 2025Q1: 437,323 shares; 2025Q2: 328,629 shares; 2025Q3: 375,703 shares; 2025Q4: 440,774 shares; 2026Q1: 386,858 shares; 2026Q2: 458,258 shares 458,258 $22.7M 0.46% +71,400 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,065 shares; 2024Q4: 127,620 shares; 2025Q1: 365,742 shares; 2025Q2: 266,237 shares; 2025Q3: 271,935 shares; 2025Q4: 272,274 shares; 2026Q1: 269,459 shares; 2026Q2: 276,555 shares 276,555 $22.4M 0.46% +7,096 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,451 shares; 2024Q4: 366,118 shares; 2025Q1: 1,030,148 shares; 2025Q2: 637,452 shares; 2025Q3: 661,842 shares; 2025Q4: 667,814 shares; 2026Q1: 698,064 shares; 2026Q2: 735,939 shares 735,939 $22.1M 0.45% +37,875 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: 14,822 shares; 2024Q4: 18,061 shares; 2025Q1: 50,830 shares; 2025Q2: 25,790 shares; 2025Q3: 26,712 shares; 2025Q4: 27,243 shares; 2026Q1: 28,678 shares; 2026Q2: 27,645 shares 27,645 $21.1M 0.43% -1,033 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: 34,250 shares; 2024Q4: 35,716 shares; 2025Q1: 108,630 shares; 2025Q2: 50,831 shares; 2025Q3: 33,602 shares; 2025Q4: 35,298 shares; 2026Q1: 35,438 shares; 2026Q2: 239,177 shares 239,177 $20.6M 0.42% +203,739 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: 443,878 shares; 2024Q4: 460,885 shares; 2025Q1: 1,308,854 shares; 2025Q2: 794,108 shares; 2025Q3: 865,293 shares; 2025Q4: 866,033 shares; 2026Q1: 855,364 shares; 2026Q2: 861,989 shares 861,989 $19.6M 0.4% +6,625 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: 54,069 shares; 2024Q4: 50,152 shares; 2025Q1: 159,336 shares; 2025Q2: 80,749 shares; 2025Q3: 67,267 shares; 2025Q4: 56,179 shares; 2026Q1: 51,899 shares; 2026Q2: 51,546 shares 51,546 $19.5M 0.4% -353 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: 470,490 shares; 2024Q4: 470,177 shares; 2025Q1: 937,554 shares; 2025Q2: 484,377 shares; 2025Q3: 483,817 shares; 2025Q4: 492,987 shares; 2026Q1: 486,035 shares; 2026Q2: 492,276 shares 492,276 $19.1M 0.39% +6,241 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,348 shares; 2024Q4: 93,138 shares; 2025Q1: 328,029 shares; 2025Q2: 247,068 shares; 2025Q3: 249,520 shares; 2025Q4: 250,269 shares; 2026Q1: 243,531 shares; 2026Q2: 249,073 shares 249,073 $18.9M 0.39% +5,542 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: 236,847 shares; 2024Q4: 265,219 shares; 2025Q1: 729,224 shares; 2025Q2: 393,565 shares; 2025Q3: 335,345 shares; 2025Q4: 329,617 shares; 2026Q1: 349,101 shares; 2026Q2: 370,234 shares 370,234 $18.7M 0.38% +21,133 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,227 shares; 2024Q4: 110,446 shares; 2025Q1: 246,156 shares; 2025Q2: 110,021 shares; 2025Q3: 104,834 shares; 2025Q4: 107,632 shares; 2026Q1: 213,922 shares; 2026Q2: 209,918 shares 209,918 $18.4M 0.38% -4,004 Timeline PTLC 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: 320,044 shares; 2024Q4: 338,358 shares; 2025Q1: 483,421 shares; 2025Q2: 276,861 shares; 2025Q3: 267,601 shares; 2025Q4: 269,820 shares; 2026Q1: 230,818 shares; 2026Q2: 310,265 shares 310,265 $18.1M 0.37% +79,447 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: 80,485 shares; 2024Q4: 85,546 shares; 2025Q1: 336,562 shares; 2025Q2: 212,733 shares; 2025Q3: 195,832 shares; 2025Q4: 188,743 shares; 2026Q1: 181,116 shares; 2026Q2: 127,125 shares 127,125 $17.4M 0.35% -53,991 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: 15,246 shares; 2024Q4: 14,972 shares; 2025Q1: 39,035 shares; 2025Q2: 15,096 shares; 2025Q3: 13,689 shares; 2025Q4: 16,261 shares; 2026Q1: 16,134 shares; 2026Q2: 16,196 shares 16,196 $17.2M 0.35% +62 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: 40,497 shares; 2024Q4: 89,367 shares; 2025Q1: 348,440 shares; 2025Q2: 321,075 shares; 2025Q3: 310,352 shares; 2025Q4: 452,539 shares; 2026Q1: 589,687 shares; 2026Q2: 620,853 shares 620,853 $17.2M 0.35% +31,166 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,324 shares; 2024Q4: 17,127 shares; 2025Q1: 52,679 shares; 2025Q2: 291,828 shares; 2025Q3: 283,065 shares; 2025Q4: 267,504 shares; 2026Q1: 245,228 shares; 2026Q2: 240,263 shares 240,263 $17.2M 0.35% -4,965 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: 231,243 shares; 2024Q4: 233,664 shares; 2025Q1: 528,780 shares; 2025Q2: 285,816 shares; 2025Q3: 187,738 shares; 2025Q4: 218,305 shares; 2026Q1: 247,324 shares; 2026Q2: 302,976 shares 302,976 $17.1M 0.35% +55,652 Timeline PTNQ 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: 117,841 shares; 2024Q4: 126,226 shares; 2025Q1: 314,429 shares; 2025Q2: 183,469 shares; 2025Q3: 169,582 shares; 2025Q4: 179,275 shares; 2026Q1: 165,141 shares; 2026Q2: 190,230 shares 190,230 $16.9M 0.34% +25,089 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: 225,492 shares; 2024Q4: 248,912 shares; 2025Q1: 930,808 shares; 2025Q2: 663,387 shares; 2025Q3: 446,538 shares; 2025Q4: 440,475 shares; 2026Q1: 635,772 shares; 2026Q2: 647,628 shares 647,628 $16.1M 0.33% +11,856 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: 55 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 154,463 shares; 2025Q4: 158,824 shares; 2026Q1: 180,534 shares; 2026Q2: 180,426 shares 180,426 $16.1M 0.33% -108 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: 16,590 shares; 2024Q4: 16,977 shares; 2025Q1: 44,706 shares; 2025Q2: 23,256 shares; 2025Q3: 17,771 shares; 2025Q4: 19,317 shares; 2026Q1: 18,250 shares; 2026Q2: 27,950 shares 27,950 $15.7M 0.32% +9,700 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: 87,726 shares; 2024Q4: 88,803 shares; 2025Q1: 205,455 shares; 2025Q2: 110,056 shares; 2025Q3: 109,440 shares; 2025Q4: 114,708 shares; 2026Q1: 116,557 shares; 2026Q2: 142,458 shares 142,458 $15.5M 0.32% +25,901 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: 176,270 shares; 2024Q4: 185,456 shares; 2025Q1: 522,497 shares; 2025Q2: 354,456 shares; 2025Q3: 320,264 shares; 2025Q4: 271,578 shares; 2026Q1: 249,363 shares; 2026Q2: 249,075 shares 249,075 $15.5M 0.32% -288 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,118 shares; 2024Q4: 85,316 shares; 2025Q1: 206,059 shares; 2025Q2: 130,449 shares; 2025Q3: 118,393 shares; 2025Q4: 115,502 shares; 2026Q1: 156,532 shares; 2026Q2: 161,055 shares 161,055 $15.2M 0.31% +4,523 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: 235,707 shares; 2024Q4: 259,887 shares; 2025Q1: 537,638 shares; 2025Q2: 298,513 shares; 2025Q3: 256,424 shares; 2025Q4: 273,704 shares; 2026Q1: 280,768 shares; 2026Q2: 289,994 shares 289,994 $15M 0.31% +9,226 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,726 shares; 2024Q4: 52,384 shares; 2025Q1: 101,631 shares; 2025Q2: 322,171 shares; 2025Q3: 339,024 shares; 2025Q4: 350,568 shares; 2026Q1: 374,081 shares; 2026Q2: 430,046 shares 430,046 $14.8M 0.3% +55,965 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: 316,105 shares; 2024Q4: 341,429 shares; 2025Q1: 714,038 shares; 2025Q2: 365,684 shares; 2025Q3: 375,745 shares; 2025Q4: 361,461 shares; 2026Q1: 381,794 shares; 2026Q2: 393,939 shares 393,939 $14.7M 0.3% +12,145 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,602 shares; 2024Q4: 52,009 shares; 2025Q1: 153,207 shares; 2025Q2: 81,934 shares; 2025Q3: 88,859 shares; 2025Q4: 93,635 shares; 2026Q1: 97,187 shares; 2026Q2: 95,451 shares 95,451 $14.7M 0.3% -1,736 Timeline ALTL 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: 346,483 shares; 2024Q4: 341,383 shares; 2025Q1: 827,295 shares; 2025Q2: 419,791 shares; 2025Q3: 345,746 shares; 2025Q4: 313,910 shares; 2026Q1: 285,576 shares; 2026Q2: 281,027 shares 281,027 $14.4M 0.29% -4,549 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,629 shares; 2025Q1: 29,408 shares; 2025Q2: 10,148 shares; 2025Q3: 10,334 shares; 2025Q4: 46,630 shares; 2026Q1: 44,892 shares; 2026Q2: 49,316 shares 49,316 $14.1M 0.29% +4,424 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: 36,665 shares; 2024Q4: 39,362 shares; 2025Q1: 107,225 shares; 2025Q2: 61,217 shares; 2025Q3: 92,166 shares; 2025Q4: 91,810 shares; 2026Q1: 88,781 shares; 2026Q2: 82,794 shares 82,794 $13.7M 0.28% -5,987 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,397 shares; 2024Q4: 88,782 shares; 2025Q1: 206,567 shares; 2025Q2: 105,818 shares; 2025Q3: 102,501 shares; 2025Q4: 121,349 shares; 2026Q1: 118,203 shares; 2026Q2: 181,182 shares 181,182 $13.6M 0.28% +62,979 Timeline BUFZ 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: not reported; 2024Q4: 235,592 shares; 2025Q1: 784,631 shares; 2025Q2: 530,678 shares; 2025Q3: 538,027 shares; 2025Q4: 528,132 shares; 2026Q1: 466,416 shares; 2026Q2: 485,389 shares 485,389 $13.6M 0.28% +18,973 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: 32,837 shares; 2024Q4: 35,882 shares; 2025Q1: 97,962 shares; 2025Q2: 61,233 shares; 2025Q3: 64,596 shares; 2025Q4: 66,950 shares; 2026Q1: 74,233 shares; 2026Q2: 84,947 shares 84,947 $13.4M 0.27% +10,714 Timeline PALC 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: 249,313 shares; 2024Q4: 250,589 shares; 2025Q1: 616,651 shares; 2025Q2: 298,698 shares; 2025Q3: 247,369 shares; 2025Q4: 241,743 shares; 2026Q1: 222,641 shares; 2026Q2: 221,744 shares 221,744 $13.2M 0.27% -897 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: 108,254 shares; 2024Q4: 112,807 shares; 2025Q1: 244,591 shares; 2025Q2: 140,932 shares; 2025Q3: 144,870 shares; 2025Q4: 169,947 shares; 2026Q1: 172,766 shares; 2026Q2: 189,707 shares 189,707 $13M 0.26% +16,941 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: 10,549 shares; 2024Q4: 10,070 shares; 2025Q1: 25,200 shares; 2025Q2: 12,144 shares; 2025Q3: 9,770 shares; 2025Q4: 10,016 shares; 2026Q1: 9,841 shares; 2026Q2: 13,808 shares 13,808 $12.9M 0.26% +3,967 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: 140,868 shares; 2024Q4: 134,265 shares; 2025Q1: 373,283 shares; 2025Q2: 271,169 shares; 2025Q3: 154,481 shares; 2025Q4: 166,326 shares; 2026Q1: 203,555 shares; 2026Q2: 213,795 shares 213,795 $12.8M 0.26% +10,240 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: 1,538 shares; 2024Q4: 1,555 shares; 2025Q1: 5,418 shares; 2025Q2: 6,776 shares; 2025Q3: 8,191 shares; 2025Q4: 8,466 shares; 2026Q1: 7,118 shares; 2026Q2: 6,412 shares 6,412 $12.8M 0.26% -706 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: 67,575 shares; 2024Q4: 66,978 shares; 2025Q1: 135,217 shares; 2025Q2: 64,995 shares; 2025Q3: 61,935 shares; 2025Q4: 63,116 shares; 2026Q1: 63,297 shares; 2026Q2: 64,126 shares 64,126 $12.7M 0.26% +829 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: 9,039 shares; 2024Q4: 8,581 shares; 2025Q1: 20,821 shares; 2025Q2: 9,008 shares; 2025Q3: 7,494 shares; 2025Q4: 7,323 shares; 2026Q1: 7,676 shares; 2026Q2: 10,543 shares 10,543 $12.6M 0.26% +2,867 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: 4,483 shares; 2024Q4: 5,207 shares; 2025Q1: 16,978 shares; 2025Q2: 8,544 shares; 2025Q3: 8,926 shares; 2025Q4: 9,832 shares; 2026Q1: 10,782 shares; 2026Q2: 11,050 shares 11,050 $12.5M 0.26% +268 Timeline FCTR 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: 393,106 shares; 2024Q4: 388,883 shares; 2025Q1: 946,678 shares; 2025Q2: 416,444 shares; 2025Q3: 346,382 shares; 2025Q4: 332,325 shares; 2026Q1: 307,579 shares; 2026Q2: 303,333 shares 303,333 $12.4M 0.25% -4,246 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,334 shares; 2024Q4: 121,594 shares; 2025Q1: 463,342 shares; 2025Q2: 349,890 shares; 2025Q3: 373,346 shares; 2025Q4: 378,075 shares; 2026Q1: 324,155 shares; 2026Q2: 337,044 shares 337,044 $12.3M 0.25% +12,889 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: 21,826 shares; 2024Q4: 21,990 shares; 2025Q1: 66,419 shares; 2025Q2: 42,702 shares; 2025Q3: 38,489 shares; 2025Q4: 37,302 shares; 2026Q1: 35,383 shares; 2026Q2: 34,656 shares 34,656 $12.2M 0.25% -727 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,281 shares; 2025Q1: 74,581 shares; 2025Q2: 110,417 shares; 2025Q3: 191,054 shares; 2025Q4: 270,072 shares; 2026Q1: 280,360 shares; 2026Q2: 319,852 shares 319,852 $12.1M 0.25% +39,492 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: 25,997 shares; 2024Q4: 25,465 shares; 2025Q1: 50,171 shares; 2025Q2: 30,646 shares; 2025Q3: 21,481 shares; 2025Q4: 21,586 shares; 2026Q1: 21,230 shares; 2026Q2: 35,315 shares 35,315 $12.1M 0.25% +14,085 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: 152,456 shares; 2024Q4: 177,824 shares; 2025Q1: 665,869 shares; 2025Q2: 348,190 shares; 2025Q3: 130,019 shares; 2025Q4: 143,751 shares; 2026Q1: 153,422 shares; 2026Q2: 164,627 shares 164,627 $12.1M 0.25% +11,205 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 125,553 shares; 2025Q1: 427,745 shares; 2025Q2: 305,634 shares; 2025Q3: 307,790 shares; 2025Q4: 198,100 shares; 2026Q1: 234,206 shares; 2026Q2: 239,372 shares 239,372 $11.9M 0.24% +5,166 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: 92,468 shares; 2024Q4: 92,695 shares; 2025Q1: 195,119 shares; 2025Q2: 97,553 shares; 2025Q3: 96,034 shares; 2025Q4: 93,746 shares; 2026Q1: 91,318 shares; 2026Q2: 84,501 shares 84,501 $11.6M 0.24% -6,817 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: 61,595 shares; 2024Q4: 112,052 shares; 2025Q1: 144,411 shares; 2025Q2: 107,826 shares; 2025Q3: 110,227 shares; 2025Q4: 112,635 shares; 2026Q1: 112,583 shares; 2026Q2: 113,756 shares 113,756 $11.3M 0.23% +1,173 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,411 shares; 2024Q4: 17,605 shares; 2025Q1: 72,385 shares; 2025Q2: 17,875 shares; 2025Q3: 15,609 shares; 2025Q4: 15,409 shares; 2026Q1: 125,167 shares; 2026Q2: 124,020 shares 124,020 $11.2M 0.23% -1,147 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: 100,194 shares; 2024Q4: 101,742 shares; 2025Q1: 199,555 shares; 2025Q2: 99,109 shares; 2025Q3: 100,483 shares; 2025Q4: 103,370 shares; 2026Q1: 104,434 shares; 2026Q2: 104,939 shares 104,939 $11.2M 0.23% +505 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: 91,950 shares; 2024Q4: 115,478 shares; 2025Q1: 268,599 shares; 2025Q2: 143,754 shares; 2025Q3: 132,400 shares; 2025Q4: 130,816 shares; 2026Q1: 130,510 shares; 2026Q2: 125,697 shares 125,697 $11M 0.23% -4,813 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,623 shares; 2025Q1: 105,482 shares; 2025Q2: 282,343 shares; 2025Q3: 292,096 shares; 2025Q4: 293,952 shares; 2026Q1: 325,677 shares; 2026Q2: 384,577 shares 384,577 $11M 0.22% +58,900 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: 76,391 shares; 2024Q4: 81,667 shares; 2025Q1: 201,133 shares; 2025Q2: 107,232 shares; 2025Q3: 93,210 shares; 2025Q4: 96,501 shares; 2026Q1: 247,564 shares; 2026Q2: 118,009 shares 118,009 $10.8M 0.22% -129,555 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: 29,402 shares; 2024Q4: 29,652 shares; 2025Q1: 62,400 shares; 2025Q2: 34,958 shares; 2025Q3: 39,267 shares; 2025Q4: 41,254 shares; 2026Q1: 34,709 shares; 2026Q2: 35,707 shares 35,707 $10.7M 0.22% +998 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: 19,467 shares; 2024Q4: 18,625 shares; 2025Q1: 18,251 shares; 2025Q2: 35,349 shares; 2025Q3: 32,732 shares; 2025Q4: 44,201 shares; 2026Q1: 20,127 shares; 2026Q2: 56,067 shares 56,067 $10.7M 0.22% +35,940 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: 180,122 shares; 2024Q4: 184,984 shares; 2025Q1: 514,290 shares; 2025Q2: 335,281 shares; 2025Q3: 340,647 shares; 2025Q4: 352,380 shares; 2026Q1: 328,760 shares; 2026Q2: 331,434 shares 331,434 $10.6M 0.22% +2,674 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,433 shares; 2024Q4: 69,473 shares; 2025Q1: 279,309 shares; 2025Q2: 243,851 shares; 2025Q3: 304,089 shares; 2025Q4: 337,607 shares; 2026Q1: 324,347 shares; 2026Q2: 229,432 shares 229,432 $10.6M 0.22% -94,915 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960,120 shares; 2024Q4: 924,290 shares; 2025Q1: 1,936,840 shares; 2025Q2: 888,086 shares; 2025Q3: 869,928 shares; 2025Q4: 720,082 shares; 2026Q1: 572,315 shares; 2026Q2: 548,031 shares 548,031 $10.3M 0.21% -24,284 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: 2,442 shares; 2024Q4: 2,595 shares; 2025Q1: 7,007 shares; 2025Q2: 3,564 shares; 2025Q3: 5,435 shares; 2025Q4: 102,137 shares; 2026Q1: 127,226 shares; 2026Q2: 129,247 shares 129,247 $10.3M 0.21% +2,021 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,137 shares; 2024Q4: 420,974 shares; 2025Q1: 784,178 shares; 2025Q2: 381,624 shares; 2025Q3: 430,379 shares; 2025Q4: 505,013 shares; 2026Q1: 513,540 shares; 2026Q2: 508,172 shares 508,172 $10.2M 0.21% -5,368 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,894 shares; 2026Q1: 184,464 shares; 2026Q2: 189,906 shares 189,906 $10.1M 0.21% +5,442 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: 212,439 shares; 2024Q4: 218,063 shares; 2025Q1: 434,601 shares; 2025Q2: 211,027 shares; 2025Q3: 205,583 shares; 2025Q4: 205,885 shares; 2026Q1: 203,934 shares; 2026Q2: 208,257 shares 208,257 $10.1M 0.21% +4,323 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: 32,215 shares; 2024Q4: 31,909 shares; 2025Q1: 81,131 shares; 2025Q2: 39,299 shares; 2025Q3: 36,650 shares; 2025Q4: 37,197 shares; 2026Q1: 36,958 shares; 2026Q2: 40,073 shares 40,073 $10.1M 0.21% +3,115 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: 18,943 shares; 2024Q4: 14,033 shares; 2025Q1: 18,834 shares; 2025Q2: 11,730 shares; 2025Q3: 9,615 shares; 2025Q4: 8,975 shares; 2026Q1: 8,768 shares; 2026Q2: 8,495 shares 8,495 $9.81M 0.2% -273 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,280 shares; 2024Q4: 174,781 shares; 2025Q1: 383,278 shares; 2025Q2: 182,930 shares; 2025Q3: 182,417 shares; 2025Q4: 184,292 shares; 2026Q1: 191,301 shares; 2026Q2: 194,043 shares 194,043 $9.77M 0.2% +2,742 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: 42,264 shares; 2024Q4: 42,614 shares; 2025Q1: 87,647 shares; 2025Q2: 43,446 shares; 2025Q3: 43,671 shares; 2025Q4: 44,105 shares; 2026Q1: 43,974 shares; 2026Q2: 42,969 shares 42,969 $9.76M 0.2% -1,005 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,093 shares; 2024Q4: 19,803 shares; 2025Q1: 63,767 shares; 2025Q2: 35,650 shares; 2025Q3: 28,147 shares; 2025Q4: 27,590 shares; 2026Q1: 22,024 shares; 2026Q2: 23,109 shares 23,109 $9.72M 0.2% +1,085 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: not reported; 2024Q4: 43,953 shares; 2025Q1: 114,406 shares; 2025Q2: 72,778 shares; 2025Q3: 86,130 shares; 2025Q4: 105,857 shares; 2026Q1: 128,343 shares; 2026Q2: 157,145 shares 157,145 $9.66M 0.2% +28,802 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 406,999 shares; 2025Q2: 324,397 shares; 2025Q3: 340,115 shares; 2025Q4: 339,397 shares; 2026Q1: 487,681 shares; 2026Q2: 499,253 shares 499,253 $9.63M 0.2% +11,572 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,723 shares; 2024Q4: 46,599 shares; 2025Q1: 265,102 shares; 2025Q2: 66,539 shares; 2025Q3: 67,561 shares; 2025Q4: 71,068 shares; 2026Q1: 74,798 shares; 2026Q2: 75,076 shares 75,076 $9.59M 0.2% +278 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,005 shares; 2024Q4: 91,646 shares; 2025Q1: 162,663 shares; 2025Q2: 156,336 shares; 2025Q3: 152,808 shares; 2025Q4: 147,691 shares; 2026Q1: 152,600 shares; 2026Q2: 154,702 shares 154,702 $9.59M 0.2% +2,102 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: 88,686 shares; 2024Q4: 85,834 shares; 2025Q1: 299,019 shares; 2025Q2: 144,071 shares; 2025Q3: 75,376 shares; 2025Q4: 81,312 shares; 2026Q1: 117,812 shares; 2026Q2: 114,298 shares 114,298 $9.47M 0.19% -3,514 Timeline CLOI 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: not reported; 2024Q4: 9,584 shares; 2025Q1: 241,433 shares; 2025Q2: 153,503 shares; 2025Q3: 161,928 shares; 2025Q4: 156,918 shares; 2026Q1: 195,715 shares; 2026Q2: 178,384 shares 178,384 $9.45M 0.19% -17,331 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,705 shares; 2024Q4: 152,699 shares; 2025Q1: 279,853 shares; 2025Q2: 142,565 shares; 2025Q3: 147,102 shares; 2025Q4: 138,423 shares; 2026Q1: 163,154 shares; 2026Q2: 284,050 shares 284,050 $9.3M 0.19% +120,896 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 30 shares; 2025Q4: 43 shares; 2026Q1: 50 shares; 2026Q2: 25,032 shares 25,032 $9.13M 0.19% +24,982 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: 12,102 shares; 2024Q4: 11,836 shares; 2025Q1: 31,378 shares; 2025Q2: 30,526 shares; 2025Q3: 27,489 shares; 2025Q4: 27,853 shares; 2026Q1: 23,918 shares; 2026Q2: 24,745 shares 24,745 $9.12M 0.19% +827 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 93,012 shares; 2025Q1: 361,960 shares; 2025Q2: 277,545 shares; 2025Q3: 290,086 shares; 2025Q4: 279,329 shares; 2026Q1: 227,297 shares; 2026Q2: 231,736 shares 231,736 $9.1M 0.19% +4,439 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: 241,684 shares; 2024Q4: 247,111 shares; 2025Q1: 496,771 shares; 2025Q2: 245,601 shares; 2025Q3: 244,232 shares; 2025Q4: 246,270 shares; 2026Q1: 246,807 shares; 2026Q2: 248,447 shares 248,447 $9.01M 0.18% +1,640 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: 98,827 shares; 2024Q4: 98,978 shares; 2025Q1: 199,259 shares; 2025Q2: 98,584 shares; 2025Q3: 97,565 shares; 2025Q4: 101,352 shares; 2026Q1: 96,468 shares; 2026Q2: 96,731 shares 96,731 $8.93M 0.18% +263 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,673 shares; 2024Q4: 29,297 shares; 2025Q1: 79,692 shares; 2025Q2: 49,886 shares; 2025Q3: 53,067 shares; 2025Q4: 49,271 shares; 2026Q1: 51,515 shares; 2026Q2: 54,246 shares 54,246 $8.76M 0.18% +2,731 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 2,173 shares; 2025Q1: 7,367 shares; 2025Q2: 140,501 shares; 2025Q3: 134,758 shares; 2025Q4: 146,623 shares; 2026Q1: 162,379 shares; 2026Q2: 191,173 shares 191,173 $8.5M 0.17% +28,794 Timeline BUFS 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: not reported; 2024Q4: 131,486 shares; 2025Q1: 508,756 shares; 2025Q2: 407,071 shares; 2025Q3: 424,028 shares; 2025Q4: 414,105 shares; 2026Q1: 333,864 shares; 2026Q2: 335,044 shares 335,044 $8.41M 0.17% +1,180 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: 13,312 shares; 2024Q4: 13,859 shares; 2025Q1: 45,208 shares; 2025Q2: 22,065 shares; 2025Q3: 17,845 shares; 2025Q4: 20,824 shares; 2026Q1: 18,102 shares; 2026Q2: 17,243 shares 17,243 $8.23M 0.17% -859 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,015 shares; 2024Q4: 19,281 shares; 2025Q1: 36,833 shares; 2025Q2: 89,981 shares; 2025Q3: 92,200 shares; 2025Q4: 95,373 shares; 2026Q1: 98,731 shares; 2026Q2: 112,566 shares 112,566 $8.21M 0.17% +13,835 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: 2,584 shares; 2024Q4: 2,147 shares; 2025Q1: 5,835 shares; 2025Q2: 2,969 shares; 2025Q3: 2,074 shares; 2025Q4: 1,907 shares; 2026Q1: 1,801 shares; 2026Q2: 15,965 shares 15,965 $8.13M 0.17% +14,164 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,997 shares; 2024Q4: 212,452 shares; 2025Q1: 479,353 shares; 2025Q2: 207,731 shares; 2025Q3: 212,680 shares; 2025Q4: 223,868 shares; 2026Q1: 283,521 shares; 2026Q2: 317,519 shares 317,519 $8.1M 0.17% +33,998 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: 1,217 shares; 2024Q4: 15,242 shares; 2025Q1: 7,097 shares; 2025Q2: 16,757 shares; 2025Q3: 22,015 shares; 2025Q4: 41,860 shares; 2026Q1: 21,953 shares; 2026Q2: 26,521 shares 26,521 $8.04M 0.16% +4,568 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,770 shares; 2024Q4: 29,844 shares; 2025Q1: 91,546 shares; 2025Q2: 63,969 shares; 2025Q3: 66,137 shares; 2025Q4: 68,205 shares; 2026Q1: 69,515 shares; 2026Q2: 64,532 shares 64,532 $7.99M 0.16% -4,983 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,001 shares; 2024Q4: 10,387 shares; 2025Q1: 70,594 shares; 2025Q2: 40,837 shares; 2025Q3: 41,797 shares; 2025Q4: 42,641 shares; 2026Q1: 43,757 shares; 2026Q2: 44,273 shares 44,273 $7.84M 0.16% +516 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,280 shares; 2024Q4: 23,978 shares; 2025Q1: 73,708 shares; 2025Q2: 44,864 shares; 2025Q3: 45,817 shares; 2025Q4: 45,944 shares; 2026Q1: 40,999 shares; 2026Q2: 37,736 shares 37,736 $7.77M 0.16% -3,263 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,293 shares; 2025Q1: 61,998 shares; 2025Q2: 66,693 shares; 2025Q3: 57,346 shares; 2025Q4: 53,081 shares; 2026Q1: 52,376 shares; 2026Q2: 53,610 shares 53,610 $7.74M 0.16% +1,234 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,630 shares; 2024Q4: 26,171 shares; 2025Q1: 78,653 shares; 2025Q2: 43,723 shares; 2025Q3: 43,262 shares; 2025Q4: 42,281 shares; 2026Q1: 38,111 shares; 2026Q2: 35,402 shares 35,402 $7.73M 0.16% -2,709 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,469 shares; 2024Q4: 23,322 shares; 2025Q1: 57,194 shares; 2025Q2: 31,360 shares; 2025Q3: 20,178 shares; 2025Q4: 20,021 shares; 2026Q1: 19,237 shares; 2026Q2: 19,932 shares 19,932 $7.71M 0.16% +695 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: 37,745 shares; 2024Q4: 38,569 shares; 2025Q1: 135,920 shares; 2025Q2: 90,761 shares; 2025Q3: 91,579 shares; 2025Q4: 93,531 shares; 2026Q1: 94,450 shares; 2026Q2: 101,540 shares 101,540 $7.7M 0.16% +7,090 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: 11,907 shares; 2024Q4: 12,423 shares; 2025Q1: 28,700 shares; 2025Q2: 17,892 shares; 2025Q3: 19,222 shares; 2025Q4: 20,466 shares; 2026Q1: 26,346 shares; 2026Q2: 31,257 shares 31,257 $7.7M 0.16% +4,911 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,602 shares; 2024Q4: 21,239 shares; 2025Q1: 66,170 shares; 2025Q2: 39,921 shares; 2025Q3: 40,898 shares; 2025Q4: 40,474 shares; 2026Q1: 36,904 shares; 2026Q2: 34,023 shares 34,023 $7.63M 0.16% -2,881 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: 27,670 shares; 2024Q4: 26,179 shares; 2025Q1: 170,445 shares; 2025Q2: 92,285 shares; 2025Q3: 90,558 shares; 2025Q4: 90,717 shares; 2026Q1: 85,385 shares; 2026Q2: 79,205 shares 79,205 $7.62M 0.16% -6,180 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: 5,472 shares; 2024Q4: 10,002 shares; 2025Q1: 27,936 shares; 2025Q2: 15,118 shares; 2025Q3: 12,465 shares; 2025Q4: 11,173 shares; 2026Q1: 11,474 shares; 2026Q2: 10,543 shares 10,543 $7.62M 0.16% -931 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: 70,303 shares; 2024Q4: 61,552 shares; 2025Q1: 153,938 shares; 2025Q2: 86,035 shares; 2025Q3: 70,414 shares; 2025Q4: 69,210 shares; 2026Q1: 67,692 shares; 2026Q2: 66,842 shares 66,842 $7.57M 0.15% -850 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: 163 shares; 2024Q4: 29 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 38,221 shares; 2026Q2: 37,652 shares 37,652 $7.52M 0.15% -569 Timeline JPSV 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: 45,687 shares; 2025Q1: 150,513 shares; 2025Q2: 125,844 shares; 2025Q3: 139,244 shares; 2025Q4: 149,251 shares; 2026Q1: 143,935 shares; 2026Q2: 108,927 shares 108,927 $7.52M 0.15% -35,008 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: 72,052 shares; 2024Q4: 71,908 shares; 2025Q1: 241,467 shares; 2025Q2: 167,984 shares; 2025Q3: 159,775 shares; 2025Q4: 158,706 shares; 2026Q1: 159,709 shares; 2026Q2: 157,786 shares 157,786 $7.5M 0.15% -1,923 Timeline EQAL 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: 57,242 shares; 2024Q4: 56,836 shares; 2025Q1: 128,776 shares; 2025Q2: 71,363 shares; 2025Q3: 79,484 shares; 2025Q4: 83,365 shares; 2026Q1: 104,087 shares; 2026Q2: 125,102 shares 125,102 $7.41M 0.15% +21,015 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,595 shares; 2026Q2: 83,514 shares 83,514 $7.41M 0.15% -1,081 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,968 shares; 2024Q4: 11,583 shares; 2025Q1: 28,189 shares; 2025Q2: 18,315 shares; 2025Q3: 15,123 shares; 2025Q4: 15,445 shares; 2026Q1: 15,945 shares; 2026Q2: 21,532 shares 21,532 $7.38M 0.15% +5,587 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: 87,674 shares; 2024Q4: 89,670 shares; 2025Q1: 231,850 shares; 2025Q2: 125,132 shares; 2025Q3: 131,787 shares; 2025Q4: 148,222 shares; 2026Q1: 147,348 shares; 2026Q2: 144,677 shares 144,677 $7.32M 0.15% -2,671 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,127 shares; 2024Q4: 24,972 shares; 2025Q1: 74,676 shares; 2025Q2: 54,568 shares; 2025Q3: 58,447 shares; 2025Q4: 60,055 shares; 2026Q1: 62,311 shares; 2026Q2: 64,335 shares 64,335 $7.27M 0.15% +2,024 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,140 shares; 2025Q1: 9,944 shares; 2025Q2: 4,431 shares; 2025Q3: 2,924 shares; 2025Q4: 2,827 shares; 2026Q1: 2,927 shares; 2026Q2: 14,060 shares 14,060 $7.24M 0.15% +11,133 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: 13,926 shares; 2024Q4: 14,018 shares; 2025Q1: 39,828 shares; 2025Q2: 23,132 shares; 2025Q3: 22,699 shares; 2025Q4: 22,332 shares; 2026Q1: 23,958 shares; 2026Q2: 22,996 shares 22,996 $7.24M 0.15% -962 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: 40,798 shares; 2024Q4: 40,635 shares; 2025Q1: 106,109 shares; 2025Q2: 59,157 shares; 2025Q3: 51,441 shares; 2025Q4: 50,729 shares; 2026Q1: 55,352 shares; 2026Q2: 51,673 shares 51,673 $7.22M 0.15% -3,679 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: 36,053 shares; 2024Q4: 37,134 shares; 2025Q1: 80,985 shares; 2025Q2: 44,722 shares; 2025Q3: 49,360 shares; 2025Q4: 53,688 shares; 2026Q1: 64,152 shares; 2026Q2: 71,556 shares 71,556 $7.21M 0.15% +7,404 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: 3,056 shares; 2024Q4: 2,818 shares; 2025Q1: 10,925 shares; 2025Q2: 6,186 shares; 2025Q3: 5,180 shares; 2025Q4: 5,352 shares; 2026Q1: 101,386 shares; 2026Q2: 98,109 shares 98,109 $7.2M 0.15% -3,277 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: 11,688 shares; 2024Q4: 11,344 shares; 2025Q1: 212,639 shares; 2025Q2: 98,722 shares; 2025Q3: 96,456 shares; 2025Q4: 96,158 shares; 2026Q1: 94,645 shares; 2026Q2: 98,540 shares 98,540 $7.11M 0.15% +3,895 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: not reported; 2024Q4: 147,067 shares; 2025Q1: 309,020 shares; 2025Q2: 158,762 shares; 2025Q3: 164,677 shares; 2025Q4: 159,561 shares; 2026Q1: 172,545 shares; 2026Q2: 173,741 shares 173,741 $7.06M 0.14% +1,196 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: 11,744 shares; 2024Q4: 11,618 shares; 2025Q1: 25,354 shares; 2025Q2: 36,651 shares; 2025Q3: 35,788 shares; 2025Q4: 35,931 shares; 2026Q1: 38,673 shares; 2026Q2: 38,143 shares 38,143 $7.05M 0.14% -530 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,985 shares; 2024Q4: 169,936 shares; 2025Q1: 390,928 shares; 2025Q2: 215,487 shares; 2025Q3: 249,362 shares; 2025Q4: 253,247 shares; 2026Q1: 259,867 shares; 2026Q2: 272,944 shares 272,944 $6.99M 0.14% +13,077 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,174 shares; 2024Q4: 59,548 shares; 2025Q1: 131,354 shares; 2025Q2: 69,457 shares; 2025Q3: 62,227 shares; 2025Q4: 65,099 shares; 2026Q1: 66,897 shares; 2026Q2: 74,319 shares 74,319 $6.96M 0.14% +7,422 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: 63,085 shares; 2024Q4: 59,672 shares; 2025Q1: 136,044 shares; 2025Q2: 72,684 shares; 2025Q3: 71,182 shares; 2025Q4: 76,996 shares; 2026Q1: 55,697 shares; 2026Q2: 46,677 shares 46,677 $6.92M 0.14% -9,020 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: 60,879 shares; 2024Q4: 61,992 shares; 2025Q1: 144,935 shares; 2025Q2: 57,016 shares; 2025Q3: 54,377 shares; 2025Q4: 53,487 shares; 2026Q1: 29,877 shares; 2026Q2: 27,094 shares 27,094 $6.88M 0.14% -2,783 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: 54,119 shares; 2024Q4: 53,087 shares; 2025Q1: 106,061 shares; 2025Q2: 53,809 shares; 2025Q3: 51,449 shares; 2025Q4: 50,661 shares; 2026Q1: 52,884 shares; 2026Q2: 53,985 shares 53,985 $6.83M 0.14% +1,101 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: not reported; 2024Q4: 12,797 shares; 2025Q1: 30,378 shares; 2025Q2: 19,657 shares; 2025Q3: 12,906 shares; 2025Q4: 14,260 shares; 2026Q1: 14,358 shares; 2026Q2: 11,760 shares 11,760 $6.83M 0.14% -2,598 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: 116,155 shares; 2024Q4: 120,280 shares; 2025Q1: 205,471 shares; 2025Q2: 106,512 shares; 2025Q3: 109,703 shares; 2025Q4: 106,756 shares; 2026Q1: 119,724 shares; 2026Q2: 122,387 shares 122,387 $6.79M 0.14% +2,663 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: 157,657 shares; 2024Q4: 161,881 shares; 2025Q1: 319,867 shares; 2025Q2: 163,178 shares; 2025Q3: 150,551 shares; 2025Q4: 139,408 shares; 2026Q1: 153,514 shares; 2026Q2: 159,951 shares 159,951 $6.77M 0.14% +6,437 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,122 shares; 2024Q4: 79,973 shares; 2025Q1: 170,678 shares; 2025Q2: 92,682 shares; 2025Q3: 105,478 shares; 2025Q4: 108,090 shares; 2026Q1: 103,007 shares; 2026Q2: 103,084 shares 103,084 $6.76M 0.14% +77 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: 45,023 shares; 2024Q4: 45,892 shares; 2025Q1: 82,397 shares; 2025Q2: 44,973 shares; 2025Q3: 44,886 shares; 2025Q4: 44,000 shares; 2026Q1: 45,874 shares; 2026Q2: 46,386 shares 46,386 $6.64M 0.14% +512 Timeline BUFG 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: 109,180 shares; 2024Q4: 112,893 shares; 2025Q1: 362,411 shares; 2025Q2: 212,705 shares; 2025Q3: 211,968 shares; 2025Q4: 218,584 shares; 2026Q1: 220,599 shares; 2026Q2: 225,181 shares 225,181 $6.6M 0.13% +4,582 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,661 shares; 2025Q1: 115,595 shares; 2025Q2: 63,522 shares; 2025Q3: 72,025 shares; 2025Q4: 188,753 shares; 2026Q1: 235,842 shares; 2026Q2: 247,423 shares 247,423 $6.56M 0.13% +11,581 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 96,752 shares; 2025Q2: 47,335 shares; 2025Q3: 48,971 shares; 2025Q4: 49,096 shares; 2026Q1: 65,123 shares; 2026Q2: 64,254 shares 64,254 $6.54M 0.13% -869 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,290 shares; 2025Q1: 3,838 shares; 2025Q2: 2,114 shares; 2025Q3: 1,619 shares; 2025Q4: 2,198 shares; 2026Q1: 2,182 shares; 2026Q2: 23,634 shares 23,634 $6.52M 0.13% +21,452 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,230 shares; 2026Q2: 127,680 shares 127,680 $6.47M 0.13% +1,450 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: 12,518 shares; 2024Q4: 12,042 shares; 2025Q1: 36,329 shares; 2025Q2: 19,439 shares; 2025Q3: 81,436 shares; 2025Q4: 79,594 shares; 2026Q1: 73,684 shares; 2026Q2: 70,606 shares 70,606 $6.41M 0.13% -3,078 Timeline BUFT 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: 112,368 shares; 2024Q4: 118,166 shares; 2025Q1: 380,102 shares; 2025Q2: 223,464 shares; 2025Q3: 224,689 shares; 2025Q4: 232,178 shares; 2026Q1: 240,870 shares; 2026Q2: 247,105 shares 247,105 $6.4M 0.13% +6,235 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,646 shares; 2024Q4: 189,708 shares; 2025Q1: 473,354 shares; 2025Q2: 256,672 shares; 2025Q3: 248,475 shares; 2025Q4: 271,127 shares; 2026Q1: 281,626 shares; 2026Q2: 282,442 shares 282,442 $6.3M 0.13% +816 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,600 shares; 2024Q4: 49,929 shares; 2025Q1: 95,721 shares; 2025Q2: 46,490 shares; 2025Q3: 46,069 shares; 2025Q4: 43,277 shares; 2026Q1: 35,854 shares; 2026Q2: 36,053 shares 36,053 $6.26M 0.13% +199 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,903 shares; 2024Q4: 36,527 shares; 2025Q1: 81,554 shares; 2025Q2: 40,173 shares; 2025Q3: 38,146 shares; 2025Q4: 43,385 shares; 2026Q1: 49,030 shares; 2026Q2: 66,962 shares 66,962 $6.17M 0.13% +17,932 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: 1,331 shares; 2024Q4: 2,303 shares; 2025Q1: 16,323 shares; 2025Q2: 82,947 shares; 2025Q3: 67,768 shares; 2025Q4: 90,190 shares; 2026Q1: 121,579 shares; 2026Q2: 144,988 shares 144,988 $6.14M 0.13% +23,409 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: 10,442 shares; 2024Q4: 10,484 shares; 2025Q1: 32,030 shares; 2025Q2: 20,400 shares; 2025Q3: 18,806 shares; 2025Q4: 18,663 shares; 2026Q1: 17,879 shares; 2026Q2: 17,969 shares 17,969 $6.12M 0.12% +90 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: 49,303 shares; 2024Q4: 190,844 shares; 2025Q1: 1,690,754 shares; 2025Q2: 795,201 shares; 2025Q3: 115,952 shares; 2025Q4: 134,396 shares; 2026Q1: 168,957 shares; 2026Q2: 179,538 shares 179,538 $6.08M 0.12% +10,581 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: 17,452 shares; 2024Q4: 18,103 shares; 2025Q1: 35,492 shares; 2025Q2: 18,438 shares; 2025Q3: 18,567 shares; 2025Q4: 18,095 shares; 2026Q1: 20,136 shares; 2026Q2: 20,679 shares 20,679 $6.06M 0.12% +543 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: 25,928 shares; 2024Q4: 27,049 shares; 2025Q1: 84,939 shares; 2025Q2: 50,165 shares; 2025Q3: 51,592 shares; 2025Q4: 50,801 shares; 2026Q1: 50,716 shares; 2026Q2: 49,026 shares 49,026 $6.04M 0.12% -1,690 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: 29,223 shares; 2024Q4: 30,592 shares; 2025Q1: 76,563 shares; 2025Q2: 58,713 shares; 2025Q3: 53,519 shares; 2025Q4: 57,174 shares; 2026Q1: 51,219 shares; 2026Q2: 46,366 shares 46,366 $6.02M 0.12% -4,853 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: 58,034 shares; 2024Q4: 62,258 shares; 2025Q1: 120,426 shares; 2025Q2: 67,809 shares; 2025Q3: 67,550 shares; 2025Q4: 66,926 shares; 2026Q1: 70,386 shares; 2026Q2: 76,274 shares 76,274 $5.97M 0.12% +5,888 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,313 shares; 2024Q4: 87,043 shares; 2025Q1: 307,021 shares; 2025Q2: 124,481 shares; 2025Q3: 121,480 shares; 2025Q4: 120,780 shares; 2026Q1: 106,702 shares; 2026Q2: 104,955 shares 104,955 $5.9M 0.12% -1,747 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: 132,539 shares; 2024Q4: 210,279 shares; 2025Q1: 270,694 shares; 2025Q2: 103,047 shares; 2025Q3: 110,965 shares; 2025Q4: 129,268 shares; 2026Q1: 61,052 shares; 2026Q2: 109,367 shares 109,367 $5.86M 0.12% +48,315 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,189 shares; 2024Q4: 51,792 shares; 2025Q1: 33,292 shares; 2025Q2: 122,158 shares; 2025Q3: 118,962 shares; 2025Q4: 118,208 shares; 2026Q1: 127,794 shares; 2026Q2: 126,109 shares 126,109 $5.86M 0.12% -1,685 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: 57,467 shares; 2024Q4: 57,764 shares; 2025Q1: 98,636 shares; 2025Q2: 50,601 shares; 2025Q3: 48,100 shares; 2025Q4: 45,671 shares; 2026Q1: 46,204 shares; 2026Q2: 46,311 shares 46,311 $5.85M 0.12% +107 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: 9,993 shares; 2024Q4: 10,112 shares; 2025Q1: 33,319 shares; 2025Q2: 22,501 shares; 2025Q3: 22,586 shares; 2025Q4: 22,390 shares; 2026Q1: 22,983 shares; 2026Q2: 23,080 shares 23,080 $5.82M 0.12% +97 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: 67,726 shares; 2024Q4: 68,566 shares; 2025Q1: 138,706 shares; 2025Q2: 68,598 shares; 2025Q3: 69,705 shares; 2025Q4: 75,309 shares; 2026Q1: 76,171 shares; 2026Q2: 75,493 shares 75,493 $5.78M 0.12% -678 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: 17,957 shares; 2024Q4: 18,232 shares; 2025Q1: 98,697 shares; 2025Q2: 54,525 shares; 2025Q3: 27,677 shares; 2025Q4: 26,876 shares; 2026Q1: 24,616 shares; 2026Q2: 25,149 shares 25,149 $5.77M 0.12% +533 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 113,649 shares; 2025Q4: 232,991 shares; 2026Q1: 221,164 shares; 2026Q2: 225,761 shares 225,761 $5.77M 0.12% +4,597 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,356 shares; 2024Q4: 41,268 shares; 2025Q1: 87,166 shares; 2025Q2: 47,248 shares; 2025Q3: 46,627 shares; 2025Q4: 49,223 shares; 2026Q1: 47,842 shares; 2026Q2: 47,644 shares 47,644 $5.68M 0.12% -198 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: 111,603 shares; 2025Q1: 245,120 shares; 2025Q2: 129,751 shares; 2025Q3: 131,479 shares; 2025Q4: 134,204 shares; 2026Q1: 90,704 shares; 2026Q2: 57,524 shares 57,524 $5.67M 0.12% -33,180 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: 6,786 shares; 2024Q4: 6,991 shares; 2025Q1: 20,752 shares; 2025Q2: 8,116 shares; 2025Q3: 7,934 shares; 2025Q4: 7,935 shares; 2026Q1: 7,910 shares; 2026Q2: 7,915 shares 7,915 $5.64M 0.12% +5 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,472 shares; 2024Q4: 245,569 shares; 2025Q1: 514,329 shares; 2025Q2: 221,171 shares; 2025Q3: 209,101 shares; 2025Q4: 198,049 shares; 2026Q1: 180,476 shares; 2026Q2: 186,947 shares 186,947 $5.64M 0.12% +6,471 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 260 shares; 2025Q2: 930 shares; 2025Q3: 190,259 shares; 2025Q4: 204,284 shares; 2026Q1: 223,945 shares; 2026Q2: 242,673 shares 242,673 $5.61M 0.11% +18,728 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,338 shares; 2024Q4: 53,015 shares; 2025Q1: 159,884 shares; 2025Q2: 88,809 shares; 2025Q3: 87,921 shares; 2025Q4: 86,781 shares; 2026Q1: 78,636 shares; 2026Q2: 77,629 shares 77,629 $5.59M 0.11% -1,007 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 396 shares; 2025Q4: 19,267 shares; 2026Q1: 25,771 shares; 2026Q2: 60,596 shares 60,596 $5.57M 0.11% +34,825 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: 19,993 shares; 2024Q4: 24,306 shares; 2025Q1: 81,521 shares; 2025Q2: 56,949 shares; 2025Q3: 57,189 shares; 2025Q4: 57,684 shares; 2026Q1: 58,720 shares; 2026Q2: 57,760 shares 57,760 $5.56M 0.11% -960 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 441 shares; 2025Q1: 231,274 shares; 2025Q2: 108,326 shares; 2025Q3: 113,315 shares; 2025Q4: 139,508 shares; 2026Q1: 140,329 shares; 2026Q2: 118,277 shares 118,277 $5.55M 0.11% -22,052 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: 92,395 shares; 2024Q4: 95,955 shares; 2025Q1: 179,151 shares; 2025Q2: 92,231 shares; 2025Q3: 93,341 shares; 2025Q4: 91,215 shares; 2026Q1: 103,117 shares; 2026Q2: 94,459 shares 94,459 $5.44M 0.11% -8,658 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016 shares; 2024Q4: 965 shares; 2025Q1: 3,301 shares; 2025Q2: 46,208 shares; 2025Q3: 46,490 shares; 2025Q4: 41,663 shares; 2026Q1: 45,006 shares; 2026Q2: 47,133 shares 47,133 $5.43M 0.11% +2,127 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: 32,451 shares; 2024Q4: 32,641 shares; 2025Q1: 88,952 shares; 2025Q2: 47,084 shares; 2025Q3: 40,690 shares; 2025Q4: 40,750 shares; 2026Q1: 40,879 shares; 2026Q2: 66,726 shares 66,726 $5.42M 0.11% +25,847 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,652 shares; 2024Q4: 37,776 shares; 2025Q1: 68,862 shares; 2025Q2: 35,889 shares; 2025Q3: 36,313 shares; 2025Q4: 35,550 shares; 2026Q1: 39,360 shares; 2026Q2: 39,907 shares 39,907 $5.41M 0.11% +547 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,622 shares; 2024Q4: 29,594 shares; 2025Q1: 86,537 shares; 2025Q2: 53,051 shares; 2025Q3: 52,730 shares; 2025Q4: 50,350 shares; 2026Q1: 50,102 shares; 2026Q2: 57,435 shares 57,435 $5.39M 0.11% +7,333 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,211 shares; 2025Q3: 76,211 shares; 2025Q4: 78,028 shares; 2026Q1: 79,478 shares; 2026Q2: 91,265 shares 91,265 $5.28M 0.11% +11,787 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,943 shares; 2024Q4: 297,134 shares; 2025Q1: 505,821 shares; 2025Q2: 260,692 shares; 2025Q3: 267,464 shares; 2025Q4: 264,447 shares; 2026Q1: 285,169 shares; 2026Q2: 296,754 shares 296,754 $5.26M 0.11% +11,585 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: not reported; 2024Q4: 2,033 shares; 2025Q1: 6,218 shares; 2025Q2: 4,457 shares; 2025Q3: 2,859 shares; 2025Q4: 2,749 shares; 2026Q1: 4,623 shares; 2026Q2: 4,460 shares 4,460 $5.24M 0.11% -163 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,690 shares; 2024Q4: 8,408 shares; 2025Q1: 23,607 shares; 2025Q2: 8,792 shares; 2025Q3: 237 shares; 2025Q4: 236 shares; 2026Q1: 324 shares; 2026Q2: 30,993 shares 30,993 $5.2M 0.11% +30,669 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: 1,277 shares; 2024Q4: 1,324 shares; 2025Q1: 1,972 shares; 2025Q2: 1,682 shares; 2025Q3: 328 shares; 2025Q4: 373 shares; 2026Q1: 30,247 shares; 2026Q2: 30,788 shares 30,788 $5.13M 0.1% +541 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,137 shares; 2024Q4: 139,681 shares; 2025Q1: 371,877 shares; 2025Q2: 274,126 shares; 2025Q3: 243,412 shares; 2025Q4: 257,747 shares; 2026Q1: 266,934 shares; 2026Q2: 262,298 shares 262,298 $5.12M 0.1% -4,636 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,024 shares; 2024Q4: 3,953 shares; 2025Q1: 10,882 shares; 2025Q2: 5,954 shares; 2025Q3: 5,913 shares; 2025Q4: 5,863 shares; 2026Q1: 202,747 shares; 2026Q2: 207,575 shares 207,575 $5.11M 0.1% +4,828 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: 19,914 shares; 2024Q4: 21,589 shares; 2025Q1: 53,209 shares; 2025Q2: 32,483 shares; 2025Q3: 27,934 shares; 2025Q4: 27,780 shares; 2026Q1: 28,710 shares; 2026Q2: 27,966 shares 27,966 $5.06M 0.1% -744 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,403 shares; 2024Q4: 62,198 shares; 2025Q1: 130,861 shares; 2025Q2: 66,608 shares; 2025Q3: 65,194 shares; 2025Q4: 69,486 shares; 2026Q1: 91,695 shares; 2026Q2: 126,930 shares 126,930 $5.01M 0.1% +35,235 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: 17,162 shares; 2024Q4: 17,170 shares; 2025Q1: 39,065 shares; 2025Q2: 19,186 shares; 2025Q3: 16,867 shares; 2025Q4: 18,063 shares; 2026Q1: 20,403 shares; 2026Q2: 22,635 shares 22,635 $5.01M 0.1% +2,232 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,322 shares; 2025Q3: 99,583 shares; 2025Q4: 122,932 shares; 2026Q1: 118,179 shares; 2026Q2: 160,507 shares 160,507 $4.92M 0.1% +42,328 Timeline SHE 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 126 shares; 2025Q4: 33,081 shares; 2026Q1: 33,219 shares; 2026Q2: 31,421 shares 31,421 $4.85M 0.1% -1,798 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,094 shares; 2024Q4: 185,293 shares; 2025Q1: 385,010 shares; 2025Q2: 155,490 shares; 2025Q3: 146,317 shares; 2025Q4: 137,537 shares; 2026Q1: 123,010 shares; 2026Q2: 120,387 shares 120,387 $4.76M 0.1% -2,623 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,714 shares; 2024Q4: 13,702 shares; 2025Q1: 35,369 shares; 2025Q2: 20,562 shares; 2025Q3: 21,582 shares; 2025Q4: 21,942 shares; 2026Q1: 23,388 shares; 2026Q2: 23,767 shares 23,767 $4.75M 0.1% +379 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: 48,326 shares; 2024Q4: 47,535 shares; 2025Q1: 102,481 shares; 2025Q2: 54,907 shares; 2025Q3: 52,731 shares; 2025Q4: 55,579 shares; 2026Q1: 56,381 shares; 2026Q2: 56,979 shares 56,979 $4.71M 0.1% +598 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: 16,314 shares; 2024Q4: 16,713 shares; 2025Q1: 48,485 shares; 2025Q2: 28,528 shares; 2025Q3: 28,490 shares; 2025Q4: 28,266 shares; 2026Q1: 26,506 shares; 2026Q2: 24,504 shares 24,504 $4.67M 0.1% -2,002 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,443 shares; 2024Q4: 38,707 shares; 2025Q1: 116,455 shares; 2025Q2: 123,747 shares; 2025Q3: 133,901 shares; 2025Q4: 90,771 shares; 2026Q1: 89,768 shares; 2026Q2: 85,514 shares 85,514 $4.6M 0.09% -4,254 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,062 shares; 2024Q4: 131,733 shares; 2025Q1: 321,823 shares; 2025Q2: 243,148 shares; 2025Q3: 205,405 shares; 2025Q4: 218,051 shares; 2026Q1: 228,405 shares; 2026Q2: 230,969 shares 230,969 $4.53M 0.09% +2,564 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: 57,351 shares; 2024Q4: 60,986 shares; 2025Q1: 204,840 shares; 2025Q2: 80,195 shares; 2025Q3: 17,368 shares; 2025Q4: 15,886 shares; 2026Q1: 14,258 shares; 2026Q2: 20,787 shares 20,787 $4.53M 0.09% +6,529 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: 20,414 shares; 2024Q4: 21,515 shares; 2025Q1: 43,720 shares; 2025Q2: 21,503 shares; 2025Q3: 21,028 shares; 2025Q4: 20,797 shares; 2026Q1: 20,818 shares; 2026Q2: 20,618 shares 20,618 $4.52M 0.09% -200 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: 30,437 shares; 2024Q4: 30,533 shares; 2025Q1: 92,491 shares; 2025Q2: 52,661 shares; 2025Q3: 44,838 shares; 2025Q4: 44,041 shares; 2026Q1: 43,060 shares; 2026Q2: 38,287 shares 38,287 $4.5M 0.09% -4,773 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: 31,768 shares; 2024Q4: 32,427 shares; 2025Q1: 64,902 shares; 2025Q2: 32,681 shares; 2025Q3: 33,414 shares; 2025Q4: 36,418 shares; 2026Q1: 35,840 shares; 2026Q2: 35,955 shares 35,955 $4.47M 0.09% +115 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,645 shares; 2024Q4: 16,769 shares; 2025Q1: 35,803 shares; 2025Q2: 20,401 shares; 2025Q3: 37,832 shares; 2025Q4: 37,986 shares; 2026Q1: 37,094 shares; 2026Q2: 49,589 shares 49,589 $4.46M 0.09% +12,495 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: 15,006 shares; 2024Q4: 15,206 shares; 2025Q1: 50,928 shares; 2025Q2: 25,783 shares; 2025Q3: 15,393 shares; 2025Q4: 16,181 shares; 2026Q1: 16,634 shares; 2026Q2: 18,288 shares 18,288 $4.44M 0.09% +1,654 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: 12,223 shares; 2024Q4: 13,963 shares; 2025Q1: 35,015 shares; 2025Q2: 18,894 shares; 2025Q3: 19,066 shares; 2025Q4: 18,249 shares; 2026Q1: 18,407 shares; 2026Q2: 18,611 shares 18,611 $4.4M 0.09% +204 Timeline QQEW 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: 29,734 shares; 2025Q1: 63,622 shares; 2025Q2: 33,875 shares; 2025Q3: 31,529 shares; 2025Q4: 31,384 shares; 2026Q1: 28,559 shares; 2026Q2: 27,541 shares 27,541 $4.4M 0.09% -1,018 Timeline QTEC 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: 7,485 shares; 2024Q4: 7,307 shares; 2025Q1: 17,876 shares; 2025Q2: 11,904 shares; 2025Q3: 12,138 shares; 2025Q4: 13,145 shares; 2026Q1: 13,071 shares; 2026Q2: 13,081 shares 13,081 $4.38M 0.09% +10 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: 42,687 shares; 2024Q4: 41,503 shares; 2025Q1: 89,276 shares; 2025Q2: 49,533 shares; 2025Q3: 50,233 shares; 2025Q4: 50,825 shares; 2026Q1: 51,586 shares; 2026Q2: 50,232 shares 50,232 $4.37M 0.09% -1,354 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: 5,280 shares; 2024Q4: 5,301 shares; 2025Q1: 9,867 shares; 2025Q2: 5,033 shares; 2025Q3: 5,006 shares; 2025Q4: 17,540 shares; 2026Q1: 5,328 shares; 2026Q2: 23,525 shares 23,525 $4.36M 0.09% +18,197 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: 27,577 shares; 2024Q4: 26,884 shares; 2025Q1: 52,086 shares; 2025Q2: 26,650 shares; 2025Q3: 23,644 shares; 2025Q4: 23,018 shares; 2026Q1: 23,325 shares; 2026Q2: 27,770 shares 27,770 $4.34M 0.09% +4,445 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,392 shares; 2024Q4: 120,117 shares; 2025Q1: 280,783 shares; 2025Q2: 216,358 shares; 2025Q3: 179,203 shares; 2025Q4: 191,666 shares; 2026Q1: 200,295 shares; 2026Q2: 211,700 shares 211,700 $4.31M 0.09% +11,405 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,804 shares; 2024Q4: 97,874 shares; 2025Q1: 390,301 shares; 2025Q2: 182,168 shares; 2025Q3: 90,155 shares; 2025Q4: 98,631 shares; 2026Q1: 91,615 shares; 2026Q2: 86,863 shares 86,863 $4.21M 0.09% -4,752 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: 15,911 shares; 2024Q4: 15,598 shares; 2025Q1: 27,069 shares; 2025Q2: 12,073 shares; 2025Q3: 10,466 shares; 2025Q4: 10,789 shares; 2026Q1: 9,007 shares; 2026Q2: 70,970 shares 70,970 $4.18M 0.09% +61,963 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,110 shares; 2024Q4: 41,307 shares; 2025Q1: 83,550 shares; 2025Q2: 41,449 shares; 2025Q3: 41,064 shares; 2025Q4: 44,188 shares; 2026Q1: 44,305 shares; 2026Q2: 43,883 shares 43,883 $4.16M 0.08% -422 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,847 shares; 2025Q1: 56,096 shares; 2025Q2: 31,873 shares; 2025Q3: 33,540 shares; 2025Q4: 50,687 shares; 2026Q1: 46,016 shares; 2026Q2: 69,589 shares 69,589 $4.16M 0.08% +23,573 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,545 shares; 2024Q4: 120,606 shares; 2025Q1: 288,718 shares; 2025Q2: 227,701 shares; 2025Q3: 187,148 shares; 2025Q4: 204,576 shares; 2026Q1: 216,047 shares; 2026Q2: 223,495 shares 223,495 $4.15M 0.08% +7,448 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: 22,253 shares; 2024Q4: 20,827 shares; 2025Q1: 43,271 shares; 2025Q2: 22,791 shares; 2025Q3: 21,811 shares; 2025Q4: 20,742 shares; 2026Q1: 20,613 shares; 2026Q2: 15,922 shares 15,922 $4.15M 0.08% -4,691 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: 23,688 shares; 2024Q4: 73,411 shares; 2025Q1: 149,584 shares; 2025Q2: 96,529 shares; 2025Q3: 99,000 shares; 2025Q4: 112,317 shares; 2026Q1: 107,338 shares; 2026Q2: 129,987 shares 129,987 $4.12M 0.08% +22,649 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,079 shares; 2024Q4: 29,917 shares; 2025Q1: 88,456 shares; 2025Q2: 54,055 shares; 2025Q3: 53,544 shares; 2025Q4: 51,424 shares; 2026Q1: 47,666 shares; 2026Q2: 44,205 shares 44,205 $4.1M 0.08% -3,461 Timeline SPYD 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: 58,998 shares; 2024Q4: 65,244 shares; 2025Q1: 160,796 shares; 2025Q2: 74,474 shares; 2025Q3: 74,511 shares; 2025Q4: 78,630 shares; 2026Q1: 83,726 shares; 2026Q2: 85,522 shares 85,522 $4.08M 0.08% +1,796 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: 14,481 shares; 2024Q4: 12,572 shares; 2025Q1: 27,791 shares; 2025Q2: 16,890 shares; 2025Q3: 13,065 shares; 2025Q4: 12,770 shares; 2026Q1: 14,004 shares; 2026Q2: 15,027 shares 15,027 $4.06M 0.08% +1,023 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: 3,163 shares; 2024Q4: 10,248 shares; 2025Q1: 38,066 shares; 2025Q2: 40,943 shares; 2025Q3: 104,943 shares; 2025Q4: 96,972 shares; 2026Q1: 82,065 shares; 2026Q2: 79,620 shares 79,620 $4.06M 0.08% -2,445 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687 shares; 2024Q4: 687 shares; 2025Q1: 1,957 shares; 2025Q2: 1,077 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 45,446 shares; 2026Q2: 41,434 shares 41,434 $4.01M 0.08% -4,012 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: 12,488 shares; 2024Q4: 12,307 shares; 2025Q1: 33,404 shares; 2025Q2: 25,799 shares; 2025Q3: 22,452 shares; 2025Q4: 22,661 shares; 2026Q1: 22,072 shares; 2026Q2: 14,119 shares 14,119 $3.97M 0.08% -7,953 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,403 shares; 2025Q1: 51,169 shares; 2025Q2: 270,943 shares; 2025Q3: 209,570 shares; 2025Q4: 222,866 shares; 2026Q1: 234,725 shares; 2026Q2: 236,871 shares 236,871 $3.94M 0.08% +2,146 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: 8,081 shares; 2024Q4: 8,078 shares; 2025Q1: 15,368 shares; 2025Q2: 15,938 shares; 2025Q3: 10,449 shares; 2025Q4: 10,446 shares; 2026Q1: 10,396 shares; 2026Q2: 10,501 shares 10,501 $3.92M 0.08% +105 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: 805 shares; 2024Q4: 802 shares; 2025Q1: 1,492 shares; 2025Q2: 798 shares; 2025Q3: 726 shares; 2025Q4: 772 shares; 2026Q1: 751 shares; 2026Q2: 21,895 shares 21,895 $3.9M 0.08% +21,144 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,413 shares; 2024Q4: 13,992 shares; 2025Q1: 4,142 shares; 2025Q2: 1,946 shares; 2025Q3: 2,346 shares; 2025Q4: 16,719 shares; 2026Q1: 23,671 shares; 2026Q2: 22,552 shares 22,552 $3.84M 0.08% -1,119 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,724 shares; 2024Q4: 185,827 shares; 2025Q1: 444,436 shares; 2025Q2: 137,195 shares; 2025Q3: 132,831 shares; 2025Q4: 123,446 shares; 2026Q1: 85,178 shares; 2026Q2: 75,824 shares 75,824 $3.82M 0.08% -9,354 Timeline CWB 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: 48,045 shares; 2024Q4: 48,641 shares; 2025Q1: 105,490 shares; 2025Q2: 48,459 shares; 2025Q3: 44,410 shares; 2025Q4: 53,849 shares; 2026Q1: 40,729 shares; 2026Q2: 35,303 shares 35,303 $3.81M 0.08% -5,426 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,271 shares; 2024Q4: 520,838 shares; 2025Q1: 2,068,884 shares; 2025Q2: 1,007,989 shares; 2025Q3: 981,727 shares; 2025Q4: 928,473 shares; 2026Q1: 672,800 shares; 2026Q2: 525,538 shares 525,538 $3.75M 0.08% -147,262 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,291 shares; 2024Q4: 17,783 shares; 2025Q1: 55,531 shares; 2025Q2: 33,430 shares; 2025Q3: 33,928 shares; 2025Q4: 33,516 shares; 2026Q1: 30,538 shares; 2026Q2: 27,923 shares 27,923 $3.75M 0.08% -2,615 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: 3,885 shares; 2024Q4: 3,821 shares; 2025Q1: 10,201 shares; 2025Q2: 5,175 shares; 2025Q3: 3,726 shares; 2025Q4: 37,190 shares; 2026Q1: 41,075 shares; 2026Q2: 52,290 shares 52,290 $3.73M 0.08% +11,215 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: 22,236 shares; 2024Q4: 20,872 shares; 2025Q1: 47,560 shares; 2025Q2: 23,242 shares; 2025Q3: 24,407 shares; 2025Q4: 24,308 shares; 2026Q1: 37,444 shares; 2026Q2: 33,883 shares 33,883 $3.73M 0.08% -3,561 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: 11,555 shares; 2024Q4: 11,460 shares; 2025Q1: 32,317 shares; 2025Q2: 18,763 shares; 2025Q3: 18,418 shares; 2025Q4: 18,301 shares; 2026Q1: 17,389 shares; 2026Q2: 16,549 shares 16,549 $3.71M 0.08% -840 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: 14,234 shares; 2024Q4: 14,144 shares; 2025Q1: 39,545 shares; 2025Q2: 20,486 shares; 2025Q3: 17,348 shares; 2025Q4: 18,267 shares; 2026Q1: 18,958 shares; 2026Q2: 23,606 shares 23,606 $3.7M 0.08% +4,648 Timeline GCOW 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: 24,859 shares; 2024Q4: 25,715 shares; 2025Q1: 68,462 shares; 2025Q2: 46,123 shares; 2025Q3: 58,620 shares; 2025Q4: 76,023 shares; 2026Q1: 79,727 shares; 2026Q2: 85,347 shares 85,347 $3.7M 0.08% +5,620 Timeline ILDR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: 93,919 shares; 2025Q4: 95,031 shares; 2026Q1: 90,665 shares; 2026Q2: 93,734 shares 93,734 $3.68M 0.08% +3,069 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: 13,101 shares; 2024Q4: 12,711 shares; 2025Q1: 41,073 shares; 2025Q2: 23,065 shares; 2025Q3: 21,027 shares; 2025Q4: 20,552 shares; 2026Q1: 19,116 shares; 2026Q2: 19,281 shares 19,281 $3.66M 0.07% +165 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: not reported; 2024Q4: 17,321 shares; 2025Q1: 47,984 shares; 2025Q2: 28,647 shares; 2025Q3: 24,980 shares; 2025Q4: 39,150 shares; 2026Q1: 29,135 shares; 2026Q2: 24,265 shares 24,265 $3.56M 0.07% -4,870 Timeline PGX 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: 373,312 shares; 2024Q4: 374,166 shares; 2025Q1: 777,179 shares; 2025Q2: 373,775 shares; 2025Q3: 369,294 shares; 2025Q4: 360,831 shares; 2026Q1: 310,360 shares; 2026Q2: 327,492 shares 327,492 $3.55M 0.07% +17,132 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,837 shares; 2025Q2: 4,650 shares; 2025Q3: 85,282 shares; 2025Q4: 87,517 shares; 2026Q1: 82,750 shares; 2026Q2: 86,256 shares 86,256 $3.53M 0.07% +3,506 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: 30,184 shares; 2024Q4: 30,591 shares; 2025Q1: 65,588 shares; 2025Q2: 38,686 shares; 2025Q3: 32,259 shares; 2025Q4: 32,334 shares; 2026Q1: 32,141 shares; 2026Q2: 31,816 shares 31,816 $3.51M 0.07% -325 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: 14,632 shares; 2024Q4: 12,607 shares; 2025Q1: 13,176 shares; 2025Q2: 5,663 shares; 2025Q3: 5,258 shares; 2025Q4: 5,398 shares; 2026Q1: 4,740 shares; 2026Q2: 5,415 shares 5,415 $3.47M 0.07% +675 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: 12,571 shares; 2024Q4: 12,536 shares; 2025Q1: 26,529 shares; 2025Q2: 15,434 shares; 2025Q3: 13,712 shares; 2025Q4: 13,037 shares; 2026Q1: 15,113 shares; 2026Q2: 16,922 shares 16,922 $3.47M 0.07% +1,809 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,578 shares; 2024Q4: 17,585 shares; 2025Q1: 49,710 shares; 2025Q2: 30,594 shares; 2025Q3: 31,523 shares; 2025Q4: 31,615 shares; 2026Q1: 33,491 shares; 2026Q2: 34,559 shares 34,559 $3.47M 0.07% +1,068 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,943 shares; 2024Q4: 50,891 shares; 2025Q1: 67,223 shares; 2025Q2: 34,821 shares; 2025Q3: 35,183 shares; 2025Q4: 37,905 shares; 2026Q1: 37,017 shares; 2026Q2: 39,757 shares 39,757 $3.44M 0.07% +2,740 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,773 shares; 2024Q4: 64,553 shares; 2025Q1: 169,294 shares; 2025Q2: 102,091 shares; 2025Q3: 102,362 shares; 2025Q4: 105,620 shares; 2026Q1: 101,610 shares; 2026Q2: 99,068 shares 99,068 $3.42M 0.07% -2,542 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,600 shares; 2024Q4: 88,100 shares; 2025Q1: 182,112 shares; 2025Q2: 93,787 shares; 2025Q3: 92,611 shares; 2025Q4: 64,753 shares; 2026Q1: 65,544 shares; 2026Q2: 67,205 shares 67,205 $3.42M 0.07% +1,661 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: 87,688 shares; 2024Q4: 54,619 shares; 2025Q1: 178,910 shares; 2025Q2: 92,126 shares; 2025Q3: 82,835 shares; 2025Q4: 106,823 shares; 2026Q1: 116,671 shares; 2026Q2: 64,218 shares 64,218 $3.41M 0.07% -52,453 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,127 shares; 2024Q4: 27,397 shares; 2025Q1: 56,174 shares; 2025Q2: 28,071 shares; 2025Q3: 28,089 shares; 2025Q4: 30,375 shares; 2026Q1: 30,438 shares; 2026Q2: 30,319 shares 30,319 $3.4M 0.07% -119 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,685 shares; 2024Q4: 27,139 shares; 2025Q1: 57,802 shares; 2025Q2: 30,253 shares; 2025Q3: 30,253 shares; 2025Q4: 31,527 shares; 2026Q1: 31,407 shares; 2026Q2: 52,147 shares 52,147 $3.36M 0.07% +20,740 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 2,612 shares; 2025Q1: 9,242 shares; 2025Q2: 4,282 shares; 2025Q3: 3,449 shares; 2025Q4: 3,449 shares; 2026Q1: 3,479 shares; 2026Q2: 3,479 shares 3,479 $3.36M 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,587 shares; 2024Q4: 21,352 shares; 2025Q1: 51,706 shares; 2025Q2: 29,070 shares; 2025Q3: 21,332 shares; 2025Q4: 22,314 shares; 2026Q1: 22,197 shares; 2026Q2: 22,610 shares 22,610 $3.31M 0.07% +413 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: 42,090 shares; 2024Q4: 42,064 shares; 2025Q1: 82,712 shares; 2025Q2: 47,449 shares; 2025Q3: 44,289 shares; 2025Q4: 38,159 shares; 2026Q1: 44,774 shares; 2026Q2: 34,891 shares 34,891 $3.3M 0.07% -9,883 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,809 shares; 2024Q4: 22,099 shares; 2025Q1: 62,884 shares; 2025Q2: 42,470 shares; 2025Q3: 40,390 shares; 2025Q4: 27,737 shares; 2026Q1: 40,829 shares; 2026Q2: 40,998 shares 40,998 $3.29M 0.07% +169 Timeline FXH 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: 4,453 shares; 2024Q4: 4,267 shares; 2025Q1: 14,542 shares; 2025Q2: 9,069 shares; 2025Q3: 9,069 shares; 2025Q4: 10,384 shares; 2026Q1: 8,884 shares; 2026Q2: 26,754 shares 26,754 $3.27M 0.07% +17,870 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: 13,226 shares; 2024Q4: 13,510 shares; 2025Q1: 42,770 shares; 2025Q2: 26,298 shares; 2025Q3: 26,415 shares; 2025Q4: 26,177 shares; 2026Q1: 28,284 shares; 2026Q2: 26,288 shares 26,288 $3.27M 0.07% -1,996 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,965 shares; 2024Q4: 127,195 shares; 2025Q1: 237,836 shares; 2025Q2: 62,168 shares; 2025Q3: 48,395 shares; 2025Q4: 26,431 shares; 2026Q1: 25,250 shares; 2026Q2: 74,160 shares 74,160 $3.27M 0.07% +48,910 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: 253 shares; 2024Q4: 242 shares; 2025Q1: 749 shares; 2025Q2: 379 shares; 2025Q3: 268 shares; 2025Q4: 246 shares; 2026Q1: 5,928 shares; 2026Q2: 6,201 shares 6,201 $3.26M 0.07% +273 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 19,710 shares; 2026Q1: 30,645 shares; 2026Q2: 61,605 shares 61,605 $3.26M 0.07% +30,960 Timeline VIOO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,572 shares; 2026Q1: 22,357 shares; 2026Q2: 23,508 shares 23,508 $3.23M 0.07% +1,151 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: 37,502 shares; 2024Q4: 34,553 shares; 2025Q1: 85,950 shares; 2025Q2: 54,864 shares; 2025Q3: 42,196 shares; 2025Q4: 43,014 shares; 2026Q1: 45,985 shares; 2026Q2: 44,846 shares 44,846 $3.23M 0.07% -1,139 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: 56,825 shares; 2024Q4: 58,481 shares; 2025Q1: 86,396 shares; 2025Q2: 48,725 shares; 2025Q3: 42,647 shares; 2025Q4: 45,011 shares; 2026Q1: 42,805 shares; 2026Q2: 41,724 shares 41,724 $3.22M 0.07% -1,081 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 9,378 shares; 2025Q4: 33,235 shares; 2026Q1: 50,928 shares; 2026Q2: 65,727 shares 65,727 $3.22M 0.07% +14,799 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: 8,893 shares; 2024Q4: 8,766 shares; 2025Q1: 16,961 shares; 2025Q2: 11,259 shares; 2025Q3: 6,961 shares; 2025Q4: 6,307 shares; 2026Q1: 6,375 shares; 2026Q2: 6,258 shares 6,258 $3.21M 0.07% -117 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,183 shares; 2024Q4: 31,391 shares; 2025Q1: 63,305 shares; 2025Q2: 58,165 shares; 2025Q3: 59,479 shares; 2025Q4: 64,104 shares; 2026Q1: 50,146 shares; 2026Q2: 55,474 shares 55,474 $3.21M 0.07% +5,328 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,921 shares; 2024Q4: 11,076 shares; 2025Q1: 26,793 shares; 2025Q2: 33,619 shares; 2025Q3: 30,274 shares; 2025Q4: 32,550 shares; 2026Q1: 30,485 shares; 2026Q2: 30,632 shares 30,632 $3.18M 0.06% +147 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,765 shares; 2024Q4: 10,618 shares; 2025Q1: 35,627 shares; 2025Q2: 21,854 shares; 2025Q3: 18,988 shares; 2025Q4: 20,109 shares; 2026Q1: 22,299 shares; 2026Q2: 22,966 shares 22,966 $3.14M 0.06% +667 Timeline IVOO 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: 772 shares; 2024Q4: 772 shares; 2025Q1: 2,376 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 23,907 shares 23,907 $3.12M 0.06% +23,347 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: 4,366 shares; 2024Q4: 4,375 shares; 2025Q1: 11,950 shares; 2025Q2: 22,054 shares; 2025Q3: 21,258 shares; 2025Q4: 21,233 shares; 2026Q1: 18,367 shares; 2026Q2: 18,422 shares 18,422 $3.11M 0.06% +55 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: 3,304 shares; 2024Q4: 9,095 shares; 2025Q1: 29,887 shares; 2025Q2: 13,975 shares; 2025Q3: 12,447 shares; 2025Q4: 13,594 shares; 2026Q1: 14,147 shares; 2026Q2: 10,358 shares 10,358 $3.09M 0.06% -3,789 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,398 shares; 2024Q4: 24,364 shares; 2025Q1: 23,452 shares; 2025Q2: 23,443 shares; 2025Q3: 23,195 shares; 2025Q4: 23,944 shares; 2026Q1: 23,990 shares; 2026Q2: 24,093 shares 24,093 $3.07M 0.06% +103 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: 8,256 shares; 2024Q4: 8,213 shares; 2025Q1: 17,634 shares; 2025Q2: 8,514 shares; 2025Q3: 7,613 shares; 2025Q4: 9,143 shares; 2026Q1: 9,297 shares; 2026Q2: 7,786 shares 7,786 $3.07M 0.06% -1,511 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: 57,577 shares; 2024Q4: 56,345 shares; 2025Q1: 119,564 shares; 2025Q2: 59,614 shares; 2025Q3: 59,885 shares; 2025Q4: 62,043 shares; 2026Q1: 40,622 shares; 2026Q2: 40,611 shares 40,611 $3.07M 0.06% -11 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,028 shares; 2024Q4: 83,826 shares; 2025Q1: 188,081 shares; 2025Q2: 84,516 shares; 2025Q3: 87,585 shares; 2025Q4: 89,630 shares; 2026Q1: 89,839 shares; 2026Q2: 91,522 shares 91,522 $3.06M 0.06% +1,683 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,236 shares; 2024Q4: 3,309 shares; 2025Q1: 9,968 shares; 2025Q2: 3,997 shares; 2025Q3: 861 shares; 2025Q4: 7,741 shares; 2026Q1: 7,816 shares; 2026Q2: 7,816 shares 7,816 $3.05M 0.06% 0 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: 42,196 shares; 2024Q4: 40,820 shares; 2025Q1: 102,007 shares; 2025Q2: 40,166 shares; 2025Q3: 40,993 shares; 2025Q4: 44,765 shares; 2026Q1: 49,775 shares; 2026Q2: 65,463 shares 65,463 $3.02M 0.06% +15,688 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: 7,234 shares; 2024Q4: 7,084 shares; 2025Q1: 31,377 shares; 2025Q2: 15,271 shares; 2025Q3: 7,366 shares; 2025Q4: 7,595 shares; 2026Q1: 7,716 shares; 2026Q2: 8,167 shares 8,167 $2.99M 0.06% +451 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,188 shares; 2026Q2: 64,937 shares 64,937 $2.97M 0.06% +749 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,534 shares; 2024Q4: 90,079 shares; 2025Q1: 174,724 shares; 2025Q2: 79,441 shares; 2025Q3: 73,214 shares; 2025Q4: 51,518 shares; 2026Q1: 38,682 shares; 2026Q2: 39,348 shares 39,348 $2.97M 0.06% +666 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,826 shares; 2026Q2: 122,259 shares 122,259 $2.96M 0.06% +1,433 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: 36,425 shares; 2024Q4: 34,737 shares; 2025Q1: 128,784 shares; 2025Q2: 28,262 shares; 2025Q3: 35,326 shares; 2025Q4: 36,722 shares; 2026Q1: 37,222 shares; 2026Q2: 37,741 shares 37,741 $2.94M 0.06% +519 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: 19,318 shares; 2024Q4: 20,091 shares; 2025Q1: 52,522 shares; 2025Q2: 30,683 shares; 2025Q3: 29,812 shares; 2025Q4: 29,890 shares; 2026Q1: 28,907 shares; 2026Q2: 30,668 shares 30,668 $2.94M 0.06% +1,761 Timeline PTMC 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: 35,180 shares; 2024Q4: 46,458 shares; 2025Q1: 119,586 shares; 2025Q2: 67,594 shares; 2025Q3: 66,948 shares; 2025Q4: 69,313 shares; 2026Q1: 70,215 shares; 2026Q2: 69,573 shares 69,573 $2.91M 0.06% -642 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: 18,095 shares; 2024Q4: 17,884 shares; 2025Q1: 28,107 shares; 2025Q2: 14,313 shares; 2025Q3: 13,307 shares; 2025Q4: 13,285 shares; 2026Q1: 12,689 shares; 2026Q2: 12,087 shares 12,087 $2.87M 0.06% -602 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: 19,471 shares; 2024Q4: 19,592 shares; 2025Q1: 39,489 shares; 2025Q2: 21,393 shares; 2025Q3: 18,627 shares; 2025Q4: 17,697 shares; 2026Q1: 17,604 shares; 2026Q2: 17,444 shares 17,444 $2.87M 0.06% -160 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,417 shares; 2024Q4: 16,309 shares; 2025Q1: 37,091 shares; 2025Q2: 20,796 shares; 2025Q3: 20,352 shares; 2025Q4: 25,529 shares; 2026Q1: 24,581 shares; 2026Q2: 29,204 shares 29,204 $2.81M 0.06% +4,623 Timeline QDPL 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: 934 shares; 2024Q4: 1,234 shares; 2025Q1: 5,972 shares; 2025Q2: 5,881 shares; 2025Q3: 15,621 shares; 2025Q4: 75,460 shares; 2026Q1: 75,463 shares; 2026Q2: 62,179 shares 62,179 $2.8M 0.06% -13,284 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,432 shares; 2024Q4: 13,857 shares; 2025Q1: 22,110 shares; 2025Q2: 12,657 shares; 2025Q3: 7,573 shares; 2025Q4: 7,798 shares; 2026Q1: 34,618 shares; 2026Q2: 34,966 shares 34,966 $2.8M 0.06% +348 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,541 shares; 2024Q4: 27,795 shares; 2025Q1: 80,670 shares; 2025Q2: 51,309 shares; 2025Q3: 61,485 shares; 2025Q4: 72,568 shares; 2026Q1: 100,703 shares; 2026Q2: 116,025 shares 116,025 $2.77M 0.06% +15,322 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,352 shares; 2024Q4: 98,352 shares; 2025Q1: 211,704 shares; 2025Q2: 135,227 shares; 2025Q3: 185,677 shares; 2025Q4: 191,102 shares; 2026Q1: 164,307 shares; 2026Q2: 162,877 shares 162,877 $2.76M 0.06% -1,430 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,719 shares; 2024Q4: 10,960 shares; 2025Q1: 25,223 shares; 2025Q2: 12,418 shares; 2025Q3: 11,560 shares; 2025Q4: 11,640 shares; 2026Q1: 11,504 shares; 2026Q2: 10,150 shares 10,150 $2.73M 0.06% -1,354 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 1,175 shares; 2025Q2: 2,675 shares; 2025Q3: 39,598 shares; 2025Q4: 98,028 shares; 2026Q1: 109,291 shares; 2026Q2: 107,061 shares 107,061 $2.7M 0.06% -2,230 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: 4,393 shares; 2024Q4: 4,251 shares; 2025Q1: 9,635 shares; 2025Q2: 7,017 shares; 2025Q3: 5,014 shares; 2025Q4: 4,979 shares; 2026Q1: 5,615 shares; 2026Q2: 5,365 shares 5,365 $2.69M 0.05% -250 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,314 shares; 2024Q4: 11,999 shares; 2025Q1: 28,269 shares; 2025Q2: 17,749 shares; 2025Q3: 17,930 shares; 2025Q4: 17,941 shares; 2026Q1: 18,592 shares; 2026Q2: 18,332 shares 18,332 $2.65M 0.05% -260 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: 654 shares; 2025Q1: 2,075 shares; 2025Q2: 726 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 10,042 shares 10,042 $2.61M 0.05% +9,885 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: 7,451 shares; 2024Q4: 7,396 shares; 2025Q1: 20,961 shares; 2025Q2: 8,530 shares; 2025Q3: 6,995 shares; 2025Q4: 6,863 shares; 2026Q1: 6,846 shares; 2026Q2: 7,107 shares 7,107 $2.57M 0.05% +261 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,633 shares; 2024Q4: 9,633 shares; 2025Q1: 19,324 shares; 2025Q2: 9,597 shares; 2025Q3: 9,575 shares; 2025Q4: 9,575 shares; 2026Q1: 9,575 shares; 2026Q2: 9,575 shares 9,575 $2.56M 0.05% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,815 shares; 2024Q4: 12,855 shares; 2025Q1: 25,547 shares; 2025Q2: 14,200 shares; 2025Q3: 14,236 shares; 2025Q4: 15,150 shares; 2026Q1: 15,064 shares; 2026Q2: 21,811 shares 21,811 $2.55M 0.05% +6,747 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,065 shares; 2024Q4: 8,152 shares; 2025Q1: 21,028 shares; 2025Q2: 12,956 shares; 2025Q3: 13,933 shares; 2025Q4: 14,495 shares; 2026Q1: 20,549 shares; 2026Q2: 20,033 shares 20,033 $2.55M 0.05% -516 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,711 shares; 2024Q4: 73,107 shares; 2025Q1: 244,040 shares; 2025Q2: 203,106 shares; 2025Q3: 206,752 shares; 2025Q4: 86,031 shares; 2026Q1: 51,334 shares; 2026Q2: 51,882 shares 51,882 $2.5M 0.05% +548 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: 9,960 shares; 2024Q4: 11,079 shares; 2025Q1: 9,190 shares; 2025Q2: 4,570 shares; 2025Q3: 4,104 shares; 2025Q4: 3,943 shares; 2026Q1: 3,913 shares; 2026Q2: 3,940 shares 3,940 $2.5M 0.05% +27 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: 3,763 shares; 2024Q4: 3,924 shares; 2025Q1: 10,692 shares; 2025Q2: 6,899 shares; 2025Q3: 6,539 shares; 2025Q4: 6,777 shares; 2026Q1: 6,891 shares; 2026Q2: 7,025 shares 7,025 $2.49M 0.05% +134 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: 7,080 shares; 2024Q4: 7,086 shares; 2025Q1: 19,989 shares; 2025Q2: 10,701 shares; 2025Q3: 11,554 shares; 2025Q4: 11,757 shares; 2026Q1: 11,250 shares; 2026Q2: 11,191 shares 11,191 $2.47M 0.05% -59 Timeline URA 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: 40,297 shares; 2024Q4: 45,864 shares; 2025Q1: 124,768 shares; 2025Q2: 68,359 shares; 2025Q3: 65,866 shares; 2025Q4: 60,160 shares; 2026Q1: 58,336 shares; 2026Q2: 56,036 shares 56,036 $2.45M 0.05% -2,300 Timeline VCLT 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: 4,110 shares; 2024Q4: 5,199 shares; 2025Q1: 15,209 shares; 2025Q2: 10,604 shares; 2025Q3: 11,210 shares; 2025Q4: 20,107 shares; 2026Q1: 25,764 shares; 2026Q2: 32,434 shares 32,434 $2.44M 0.05% +6,670 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: 22,928 shares; 2024Q4: 20,458 shares; 2025Q1: 70,161 shares; 2025Q2: 44,599 shares; 2025Q3: 42,849 shares; 2025Q4: 38,120 shares; 2026Q1: 37,704 shares; 2026Q2: 25,250 shares 25,250 $2.43M 0.05% -12,454 Timeline RWK 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: 8,357 shares; 2024Q4: 10,700 shares; 2025Q1: 30,663 shares; 2025Q2: 19,247 shares; 2025Q3: 20,082 shares; 2025Q4: 19,357 shares; 2026Q1: 18,011 shares; 2026Q2: 16,631 shares 16,631 $2.43M 0.05% -1,380 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: 16,538 shares; 2024Q4: 16,353 shares; 2025Q1: 32,873 shares; 2025Q2: 17,818 shares; 2025Q3: 19,228 shares; 2025Q4: 16,597 shares; 2026Q1: 16,597 shares; 2026Q2: 16,597 shares 16,597 $2.43M 0.05% 0 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: 2,454 shares; 2024Q4: 2,679 shares; 2025Q1: 5,163 shares; 2025Q2: 1,876 shares; 2025Q3: 1,819 shares; 2025Q4: 1,819 shares; 2026Q1: 1,819 shares; 2026Q2: 22,066 shares 22,066 $2.41M 0.05% +20,247 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,338 shares; 2025Q4: 24,188 shares; 2026Q1: 48,351 shares; 2026Q2: 65,696 shares 65,696 $2.39M 0.05% +17,345 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,401 shares; 2026Q2: 51,570 shares 51,570 $2.38M 0.05% +169 Timeline KOMP 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: 32,806 shares; 2024Q4: 35,933 shares; 2025Q1: 70,362 shares; 2025Q2: 34,388 shares; 2025Q3: 30,786 shares; 2025Q4: 30,256 shares; 2026Q1: 32,448 shares; 2026Q2: 32,956 shares 32,956 $2.36M 0.05% +508 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,113 shares; 2024Q4: 3,137 shares; 2025Q1: 9,291 shares; 2025Q2: 4,705 shares; 2025Q3: 3,565 shares; 2025Q4: 8,689 shares; 2026Q1: 8,784 shares; 2026Q2: 12,702 shares 12,702 $2.35M 0.05% +3,918 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: not reported; 2024Q4: 2,707 shares; 2025Q1: 8,507 shares; 2025Q2: 4,890 shares; 2025Q3: 5,152 shares; 2025Q4: 6,152 shares; 2026Q1: 6,452 shares; 2026Q2: 6,602 shares 6,602 $2.34M 0.05% +150 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: 6,314 shares; 2024Q4: 6,035 shares; 2025Q1: 17,004 shares; 2025Q2: 9,229 shares; 2025Q3: 9,238 shares; 2025Q4: 9,264 shares; 2026Q1: 9,300 shares; 2026Q2: 9,499 shares 9,499 $2.3M 0.05% +199 Timeline CALF 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: 53,780 shares; 2024Q4: 57,207 shares; 2025Q1: 128,986 shares; 2025Q2: 61,853 shares; 2025Q3: 52,948 shares; 2025Q4: 52,060 shares; 2026Q1: 45,181 shares; 2026Q2: 45,413 shares 45,413 $2.3M 0.05% +232 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,297 shares; 2024Q4: 24,297 shares; 2025Q1: 20,297 shares; 2025Q2: 15,737 shares; 2025Q3: 15,737 shares; 2025Q4: 15,737 shares; 2026Q1: 15,737 shares; 2026Q2: 15,857 shares 15,857 $2.3M 0.05% +120 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,615 shares; 2024Q4: 12,572 shares; 2025Q1: 29,907 shares; 2025Q2: 12,136 shares; 2025Q3: 11,474 shares; 2025Q4: 10,625 shares; 2026Q1: 9,238 shares; 2026Q2: 9,315 shares 9,315 $2.28M 0.05% +77 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,232 shares; 2024Q4: 22,033 shares; 2025Q1: 111,031 shares; 2025Q2: 105,024 shares; 2025Q3: 127,186 shares; 2025Q4: 132,941 shares; 2026Q1: 86,562 shares; 2026Q2: 48,157 shares 48,157 $2.28M 0.05% -38,405 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: 22,671 shares; 2024Q4: 23,321 shares; 2025Q1: 48,286 shares; 2025Q2: 23,622 shares; 2025Q3: 23,711 shares; 2025Q4: 23,531 shares; 2026Q1: 23,537 shares; 2026Q2: 23,631 shares 23,631 $2.26M 0.05% +94 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: 25,180 shares; 2024Q4: 10,588 shares; 2025Q1: 25,479 shares; 2025Q2: 12,638 shares; 2025Q3: 9,344 shares; 2025Q4: 9,856 shares; 2026Q1: 10,178 shares; 2026Q2: 5,219 shares 5,219 $2.25M 0.05% -4,959 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 7,129 shares; 2025Q3: 840 shares; 2025Q4: 15,763 shares; 2026Q1: 35,964 shares; 2026Q2: 63,280 shares 63,280 $2.23M 0.05% +27,316 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,659 shares; 2024Q4: 31,547 shares; 2025Q1: 56,440 shares; 2025Q2: 23,114 shares; 2025Q3: 23,744 shares; 2025Q4: 73,717 shares; 2026Q1: 43,007 shares; 2026Q2: 41,484 shares 41,484 $2.22M 0.05% -1,523 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: 25,153 shares; 2024Q4: 25,665 shares; 2025Q1: 66,514 shares; 2025Q2: 48,348 shares; 2025Q3: 52,118 shares; 2025Q4: 54,845 shares; 2026Q1: 55,340 shares; 2026Q2: 59,120 shares 59,120 $2.17M 0.04% +3,780 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,200 shares; 2024Q4: 19,670 shares; 2025Q1: 19,670 shares; 2025Q2: 20,265 shares; 2025Q3: 21,458 shares; 2025Q4: 21,171 shares; 2026Q1: 18,246 shares; 2026Q2: 13,083 shares 13,083 $2.16M 0.04% -5,163 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,004 shares; 2024Q4: 70,750 shares; 2025Q1: 192,087 shares; 2025Q2: 86,753 shares; 2025Q3: 50,985 shares; 2025Q4: 50,694 shares; 2026Q1: 48,326 shares; 2026Q2: 50,725 shares 50,725 $2.15M 0.04% +2,399 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: not reported; 2024Q4: 13,684 shares; 2025Q1: 15,561 shares; 2025Q2: 10,825 shares; 2025Q3: 7,901 shares; 2025Q4: 5,702 shares; 2026Q1: 5,357 shares; 2026Q2: 5,143 shares 5,143 $2.14M 0.04% -214 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: 2,688 shares; 2024Q4: 2,632 shares; 2025Q1: 8,263 shares; 2025Q2: 5,820 shares; 2025Q3: 5,436 shares; 2025Q4: 5,134 shares; 2026Q1: 4,827 shares; 2026Q2: 4,981 shares 4,981 $2.12M 0.04% +154 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,655 shares; 2024Q4: 92,344 shares; 2025Q1: 188,188 shares; 2025Q2: 93,095 shares; 2025Q3: 87,464 shares; 2025Q4: 88,575 shares; 2026Q1: 89,355 shares; 2026Q2: 89,581 shares 89,581 $2.12M 0.04% +226 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,608 shares; 2024Q4: 36,435 shares; 2025Q1: 82,757 shares; 2025Q2: 46,704 shares; 2025Q3: 48,614 shares; 2025Q4: 48,983 shares; 2026Q1: 44,391 shares; 2026Q2: 44,979 shares 44,979 $2.08M 0.04% +588 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: 4,894 shares; 2024Q4: 3,546 shares; 2025Q1: 10,579 shares; 2025Q2: 8,712 shares; 2025Q3: 5,876 shares; 2025Q4: 7,652 shares; 2026Q1: 7,672 shares; 2026Q2: 7,634 shares 7,634 $2.08M 0.04% -38 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: 3,079 shares; 2024Q4: 2,729 shares; 2025Q1: 14,652 shares; 2025Q2: 6,246 shares; 2025Q3: 2,786 shares; 2025Q4: 2,866 shares; 2026Q1: 2,691 shares; 2026Q2: 3,162 shares 3,162 $2.07M 0.04% +471 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,672 shares; 2024Q4: 25,940 shares; 2025Q1: 55,049 shares; 2025Q2: 26,598 shares; 2025Q3: 26,361 shares; 2025Q4: 26,344 shares; 2026Q1: 26,528 shares; 2026Q2: 27,968 shares 27,968 $2.05M 0.04% +1,440 Timeline KRE 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: 29,735 shares; 2024Q4: 30,259 shares; 2025Q1: 60,014 shares; 2025Q2: 29,806 shares; 2025Q3: 58,594 shares; 2025Q4: 28,898 shares; 2026Q1: 28,441 shares; 2026Q2: 27,331 shares 27,331 $2.05M 0.04% -1,110 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: 8,231 shares; 2024Q4: 10,619 shares; 2025Q1: 18,777 shares; 2025Q2: 12,750 shares; 2025Q3: 5,202 shares; 2025Q4: 5,456 shares; 2026Q1: 6,357 shares; 2026Q2: 6,744 shares 6,744 $2.04M 0.04% +387 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,637 shares; 2024Q4: 17,235 shares; 2025Q1: 49,395 shares; 2025Q2: 31,423 shares; 2025Q3: 31,890 shares; 2025Q4: 36,091 shares; 2026Q1: 36,349 shares; 2026Q2: 37,580 shares 37,580 $2.04M 0.04% +1,231 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,681 shares; 2025Q1: 41,589 shares; 2025Q2: 17,084 shares; 2025Q3: 8,695 shares; 2025Q4: 12,475 shares; 2026Q1: 14,005 shares; 2026Q2: 61,162 shares 61,162 $2.04M 0.04% +47,157 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 57 shares; 2025Q1: 474 shares; 2025Q2: 220 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,890 shares; 2026Q2: 3,890 shares 3,890 $2.04M 0.04% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,385 shares; 2024Q4: 4,926 shares; 2025Q1: 10,665 shares; 2025Q2: 5,623 shares; 2025Q3: 5,819 shares; 2025Q4: 6,531 shares; 2026Q1: 6,154 shares; 2026Q2: 7,652 shares 7,652 $2.03M 0.04% +1,498 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,823 shares; 2025Q2: 31,450 shares; 2025Q3: 14,732 shares; 2025Q4: 47,087 shares; 2026Q1: 49,465 shares; 2026Q2: 53,752 shares 53,752 $2.02M 0.04% +4,287 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: 4,198 shares; 2024Q4: 10,466 shares; 2025Q1: 27,110 shares; 2025Q2: 15,022 shares; 2025Q3: 18,623 shares; 2025Q4: 16,462 shares; 2026Q1: 14,624 shares; 2026Q2: 14,628 shares 14,628 $2M 0.04% +4 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,195 shares; 2024Q4: 13,650 shares; 2025Q1: 12,098 shares; 2025Q2: 12,583 shares; 2025Q3: 16,644 shares; 2025Q4: 22,534 shares; 2026Q1: 27,360 shares; 2026Q2: 30,213 shares 30,213 $1.98M 0.04% +2,853 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,132 shares; 2024Q4: 76,935 shares; 2025Q1: 158,444 shares; 2025Q2: 76,353 shares; 2025Q3: 73,716 shares; 2025Q4: 65,784 shares; 2026Q1: 65,296 shares; 2026Q2: 64,565 shares 64,565 $1.97M 0.04% -731 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: 14,210 shares; 2024Q4: 14,406 shares; 2025Q1: 31,881 shares; 2025Q2: 12,810 shares; 2025Q3: 12,673 shares; 2025Q4: 15,543 shares; 2026Q1: 11,731 shares; 2026Q2: 16,856 shares 16,856 $1.97M 0.04% +5,125 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,891 shares; 2024Q4: 19,764 shares; 2025Q1: 18,093 shares; 2025Q2: 16,128 shares; 2025Q3: 17,027 shares; 2025Q4: 16,528 shares; 2026Q1: 16,924 shares; 2026Q2: 34,912 shares 34,912 $1.96M 0.04% +17,988 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,202 shares; 2025Q2: 74,936 shares; 2025Q3: 33,813 shares; 2025Q4: 65,099 shares; 2026Q1: 66,486 shares; 2026Q2: 70,577 shares 70,577 $1.94M 0.04% +4,091 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares; 2026Q1: not reported; 2026Q2: 20,500 shares 20,500 $1.91M 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,813 shares; 2024Q4: 1,588 shares; 2025Q1: 2,951 shares; 2025Q2: 6,734 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares; 2026Q1: 4,678 shares; 2026Q2: 4,805 shares 4,805 $1.91M 0.04% +127 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: 119,012 shares; 2024Q4: 113,648 shares; 2025Q1: 217,295 shares; 2025Q2: 127,777 shares; 2025Q3: 84,794 shares; 2025Q4: 84,811 shares; 2026Q1: 86,876 shares; 2026Q2: 92,224 shares 92,224 $1.91M 0.04% +5,348 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: 6,907 shares; 2024Q4: 5,672 shares; 2025Q1: 20,073 shares; 2025Q2: 9,452 shares; 2025Q3: 8,255 shares; 2025Q4: 9,224 shares; 2026Q1: 9,011 shares; 2026Q2: 8,818 shares 8,818 $1.91M 0.04% -193 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: 2,575 shares; 2024Q4: 2,576 shares; 2025Q1: 7,049 shares; 2025Q2: 3,881 shares; 2025Q3: 4,000 shares; 2025Q4: 3,789 shares; 2026Q1: 3,776 shares; 2026Q2: 15,308 shares 15,308 $1.9M 0.04% +11,532 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 7,276 shares; 2025Q1: 15,746 shares; 2025Q2: 5,816 shares; 2025Q3: 6,478 shares; 2025Q4: 22,795 shares; 2026Q1: 23,852 shares; 2026Q2: 35,900 shares 35,900 $1.89M 0.04% +12,048 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,914 shares; 2026Q2: 22,833 shares 22,833 $1.88M 0.04% -81 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: 51 shares; 2025Q1: 21,193 shares; 2025Q2: 11,062 shares; 2025Q3: 10,455 shares; 2025Q4: 10,889 shares; 2026Q1: 10,978 shares; 2026Q2: 4,773 shares 4,773 $1.88M 0.04% -6,205 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: 62,262 shares; 2024Q4: 22,353 shares; 2025Q1: 21,729 shares; 2025Q2: 42,101 shares; 2025Q3: 23,365 shares; 2025Q4: 48,043 shares; 2026Q1: 86,915 shares; 2026Q2: 41,350 shares 41,350 $1.87M 0.04% -45,565 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,874 shares; 2024Q4: 12,054 shares; 2025Q1: 26,407 shares; 2025Q2: 17,213 shares; 2025Q3: 15,928 shares; 2025Q4: 16,175 shares; 2026Q1: 15,664 shares; 2026Q2: 16,049 shares 16,049 $1.87M 0.04% +385 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,492 shares; 2025Q1: 17,976 shares; 2025Q2: 36,600 shares; 2025Q3: 36,604 shares; 2025Q4: 37,120 shares; 2026Q1: 38,076 shares; 2026Q2: 38,579 shares 38,579 $1.86M 0.04% +503 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: 4,483 shares; 2024Q4: 4,483 shares; 2025Q1: 4,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 14,760 shares; 2026Q1: 73,100 shares; 2026Q2: 73,957 shares 73,957 $1.86M 0.04% +857 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: 17,052 shares; 2024Q4: 16,280 shares; 2025Q1: 48,015 shares; 2025Q2: 28,954 shares; 2025Q3: 21,716 shares; 2025Q4: 21,185 shares; 2026Q1: 20,754 shares; 2026Q2: 14,481 shares 14,481 $1.86M 0.04% -6,273 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: 1,799 shares; 2025Q1: 2,799 shares; 2025Q2: 1,811 shares; 2025Q3: 1,125 shares; 2025Q4: 801 shares; 2026Q1: 764 shares; 2026Q2: 10,945 shares 10,945 $1.86M 0.04% +10,181 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,692 shares; 2024Q4: 128,147 shares; 2025Q1: 1,255,803 shares; 2025Q2: 573,156 shares; 2025Q3: 39,972 shares; 2025Q4: 47,496 shares; 2026Q1: 47,089 shares; 2026Q2: 53,407 shares 53,407 $1.86M 0.04% +6,318 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,249 shares; 2024Q4: 44,722 shares; 2025Q1: 89,420 shares; 2025Q2: 43,673 shares; 2025Q3: 43,673 shares; 2025Q4: 43,673 shares; 2026Q1: 42,988 shares; 2026Q2: 48,889 shares 48,889 $1.85M 0.04% +5,901 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: 4,343 shares; 2024Q4: 4,382 shares; 2025Q1: 11,439 shares; 2025Q2: 8,132 shares; 2025Q3: 7,506 shares; 2025Q4: 7,271 shares; 2026Q1: 6,957 shares; 2026Q2: 6,221 shares 6,221 $1.85M 0.04% -736 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,339 shares; 2026Q2: 36,333 shares 36,333 $1.85M 0.04% +1,994 Timeline COWG 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: not reported; 2024Q4: 5,872 shares; 2025Q1: 12,451 shares; 2025Q2: 19,556 shares; 2025Q3: 20,080 shares; 2025Q4: 37,906 shares; 2026Q1: 41,982 shares; 2026Q2: 46,030 shares 46,030 $1.85M 0.04% +4,048 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,609 shares; 2024Q4: 19,609 shares; 2025Q1: 21,225 shares; 2025Q2: 21,225 shares; 2025Q3: 21,225 shares; 2025Q4: 21,225 shares; 2026Q1: 21,225 shares; 2026Q2: 21,225 shares 21,225 $1.82M 0.04% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,663 shares; 2024Q4: 17,874 shares; 2025Q1: 47,871 shares; 2025Q2: 29,296 shares; 2025Q3: 31,002 shares; 2025Q4: 32,048 shares; 2026Q1: 34,163 shares; 2026Q2: 37,124 shares 37,124 $1.81M 0.04% +2,961 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,831 shares; 2025Q1: 3,652 shares; 2025Q2: 36,810 shares; 2025Q3: 37,712 shares; 2025Q4: 35,161 shares; 2026Q1: 41,575 shares; 2026Q2: 34,659 shares 34,659 $1.8M 0.04% -6,916 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: 13,125 shares; 2024Q4: 12,930 shares; 2025Q1: 31,318 shares; 2025Q2: 15,795 shares; 2025Q3: 15,964 shares; 2025Q4: 16,526 shares; 2026Q1: 19,837 shares; 2026Q2: 21,823 shares 21,823 $1.8M 0.04% +1,986 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: 7,046 shares; 2024Q4: 11,502 shares; 2025Q1: 38,122 shares; 2025Q2: 32,567 shares; 2025Q3: 34,609 shares; 2025Q4: 35,561 shares; 2026Q1: 35,141 shares; 2026Q2: 41,570 shares 41,570 $1.79M 0.04% +6,429 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,646 shares; 2024Q4: 21,756 shares; 2025Q1: 38,458 shares; 2025Q2: 20,457 shares; 2025Q3: 20,457 shares; 2025Q4: 19,797 shares; 2026Q1: 19,797 shares; 2026Q2: 19,797 shares 19,797 $1.79M 0.04% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 1,523 shares; 2025Q2: 704 shares; 2025Q3: 690 shares; 2025Q4: 1,859 shares; 2026Q1: 8,421 shares; 2026Q2: 5,864 shares 5,864 $1.78M 0.04% -2,557 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 140 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 22,720 shares; 2026Q2: 38,423 shares 38,423 $1.77M 0.04% +15,703 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: 29,098 shares; 2024Q4: 30,156 shares; 2025Q1: 87,072 shares; 2025Q2: 50,728 shares; 2025Q3: 64,760 shares; 2025Q4: 64,841 shares; 2026Q1: 49,989 shares; 2026Q2: 11,132 shares 11,132 $1.74M 0.04% -38,857 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: 9,061 shares; 2024Q4: 8,757 shares; 2025Q1: 18,932 shares; 2025Q2: 17,196 shares; 2025Q3: 18,247 shares; 2025Q4: 18,545 shares; 2026Q1: 15,636 shares; 2026Q2: 16,137 shares 16,137 $1.73M 0.04% +501 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 3,469 shares; 2025Q1: 14,236 shares; 2025Q2: 9,140 shares; 2025Q3: 9,938 shares; 2025Q4: 10,882 shares; 2026Q1: 11,656 shares; 2026Q2: 12,995 shares 12,995 $1.73M 0.04% +1,339 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: 61,486 shares; 2024Q4: 65,653 shares; 2025Q1: 147,194 shares; 2025Q2: 80,424 shares; 2025Q3: 18,624 shares; 2025Q4: 17,599 shares; 2026Q1: 20,860 shares; 2026Q2: 20,751 shares 20,751 $1.7M 0.03% -109 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: 7,910 shares; 2025Q1: 7,374 shares; 2025Q2: 7,295 shares; 2025Q3: 8,283 shares; 2025Q4: 10,081 shares; 2026Q1: 13,100 shares; 2026Q2: 14,403 shares 14,403 $1.7M 0.03% +1,303 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: 16,363 shares; 2024Q4: 15,261 shares; 2025Q1: 35,179 shares; 2025Q2: 16,485 shares; 2025Q3: 12,786 shares; 2025Q4: 12,632 shares; 2026Q1: 12,483 shares; 2026Q2: 12,509 shares 12,509 $1.69M 0.03% +26 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,670 shares; 2025Q2: 25,049 shares; 2025Q3: 25,379 shares; 2025Q4: 23,896 shares; 2026Q1: 25,529 shares; 2026Q2: 69,679 shares 69,679 $1.67M 0.03% +44,150 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,103 shares; 2026Q2: 39,130 shares 39,130 $1.67M 0.03% +27 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,881 shares; 2024Q4: 163,019 shares; 2025Q1: 429,962 shares; 2025Q2: 253,227 shares; 2025Q3: 257,207 shares; 2025Q4: 265,826 shares; 2026Q1: 36,636 shares; 2026Q2: 36,993 shares 36,993 $1.67M 0.03% +357 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: 11,042 shares; 2024Q4: 11,891 shares; 2025Q1: 45,579 shares; 2025Q2: 18,661 shares; 2025Q3: 4,353 shares; 2025Q4: 4,569 shares; 2026Q1: 4,581 shares; 2026Q2: 20,677 shares 20,677 $1.67M 0.03% +16,096 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 917 shares; 2025Q1: 2,798 shares; 2025Q2: 2,536 shares; 2025Q3: 2,910 shares; 2025Q4: 5,577 shares; 2026Q1: 3,591 shares; 2026Q2: 18,794 shares 18,794 $1.65M 0.03% +15,203 Timeline RSPU 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: 16,571 shares; 2024Q4: 17,750 shares; 2025Q1: 36,140 shares; 2025Q2: 18,200 shares; 2025Q3: 18,233 shares; 2025Q4: 19,450 shares; 2026Q1: 19,617 shares; 2026Q2: 20,212 shares 20,212 $1.64M 0.03% +595 Timeline QWLD 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: 11,276 shares; 2024Q4: 10,700 shares; 2025Q1: 20,768 shares; 2025Q2: 10,645 shares; 2025Q3: 10,885 shares; 2025Q4: 11,540 shares; 2026Q1: 10,749 shares; 2026Q2: 10,792 shares 10,792 $1.64M 0.03% +43 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: 2,505 shares; 2024Q4: 2,555 shares; 2025Q1: 6,336 shares; 2025Q2: 3,674 shares; 2025Q3: 3,058 shares; 2025Q4: 3,207 shares; 2026Q1: 10,045 shares; 2026Q2: 16,692 shares 16,692 $1.64M 0.03% +6,647 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,434 shares; 2025Q1: 88,065 shares; 2025Q2: 53,002 shares; 2025Q3: 56,408 shares; 2025Q4: 58,796 shares; 2026Q1: 92,359 shares; 2026Q2: 91,584 shares 91,584 $1.64M 0.03% -775 Timeline BBIN 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: 27,856 shares; 2024Q4: 25,272 shares; 2025Q1: 46,348 shares; 2025Q2: 22,868 shares; 2025Q3: 25,920 shares; 2025Q4: 26,627 shares; 2026Q1: 28,361 shares; 2026Q2: 20,870 shares 20,870 $1.63M 0.03% -7,491 Timeline PDP 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: 6,625 shares; 2024Q4: 6,332 shares; 2025Q1: 12,789 shares; 2025Q2: 6,152 shares; 2025Q3: 5,977 shares; 2025Q4: 5,532 shares; 2026Q1: 5,436 shares; 2026Q2: 10,602 shares 10,602 $1.61M 0.03% +5,166 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 2,673 shares; 2025Q2: 3,554 shares; 2025Q3: 3,066 shares; 2025Q4: 2,950 shares; 2026Q1: 8,190 shares; 2026Q2: 12,575 shares 12,575 $1.61M 0.03% +4,385 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: 2,255 shares; 2024Q4: 2,311 shares; 2025Q1: 6,832 shares; 2025Q2: 3,668 shares; 2025Q3: 4,837 shares; 2025Q4: 4,729 shares; 2026Q1: 5,450 shares; 2026Q2: 7,192 shares 7,192 $1.6M 0.03% +1,742 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,516 shares; 2024Q4: 5,560 shares; 2025Q1: 17,726 shares; 2025Q2: 12,197 shares; 2025Q3: 11,830 shares; 2025Q4: 12,146 shares; 2026Q1: 11,516 shares; 2026Q2: 12,043 shares 12,043 $1.6M 0.03% +527 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 761 shares; 2025Q1: 2,127 shares; 2025Q2: 1,084 shares; 2025Q3: 1,007 shares; 2025Q4: 13,718 shares; 2026Q1: 13,721 shares; 2026Q2: 14,334 shares 14,334 $1.59M 0.03% +613 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,090 shares; 2024Q4: 37,476 shares; 2025Q1: 77,879 shares; 2025Q2: 45,108 shares; 2025Q3: 46,272 shares; 2025Q4: 45,151 shares; 2026Q1: 33,731 shares; 2026Q2: 39,560 shares 39,560 $1.59M 0.03% +5,829 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 5,655 shares; 2026Q1: 28,233 shares; 2026Q2: 29,427 shares 29,427 $1.59M 0.03% +1,194 Timeline SIL 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: 27,425 shares; 2024Q4: 25,575 shares; 2025Q1: 47,775 shares; 2025Q2: 23,305 shares; 2025Q3: 23,175 shares; 2025Q4: 23,454 shares; 2026Q1: 20,904 shares; 2026Q2: 20,404 shares 20,404 $1.58M 0.03% -500 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 272 shares; 2025Q1: 8,338 shares; 2025Q2: 8,920 shares; 2025Q3: 7,470 shares; 2025Q4: 7,851 shares; 2026Q1: 8,055 shares; 2026Q2: 3,266 shares 3,266 $1.58M 0.03% -4,789 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,537 shares; 2024Q4: 32,073 shares; 2025Q1: 71,884 shares; 2025Q2: 28,113 shares; 2025Q3: 22,209 shares; 2025Q4: 26,281 shares; 2026Q1: 33,763 shares; 2026Q2: 37,294 shares 37,294 $1.58M 0.03% +3,531 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,795 shares; 2025Q3: 31,395 shares; 2025Q4: 29,895 shares; 2026Q1: 30,474 shares; 2026Q2: 34,774 shares 34,774 $1.57M 0.03% +4,300 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,280 shares; 2025Q1: 52,346 shares; 2025Q2: 26,047 shares; 2025Q3: 25,543 shares; 2025Q4: 25,204 shares; 2026Q1: 19,318 shares; 2026Q2: 19,078 shares 19,078 $1.57M 0.03% -240 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,923 shares; 2024Q4: 2,958 shares; 2025Q1: 9,598 shares; 2025Q2: 5,537 shares; 2025Q3: 4,749 shares; 2025Q4: 4,749 shares; 2026Q1: 4,738 shares; 2026Q2: 4,739 shares 4,739 $1.56M 0.03% +1 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: 41,393 shares; 2024Q4: 41,333 shares; 2025Q1: 94,838 shares; 2025Q2: 60,676 shares; 2025Q3: 39,866 shares; 2025Q4: 39,531 shares; 2026Q1: 27,508 shares; 2026Q2: 27,385 shares 27,385 $1.56M 0.03% -123 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,914 shares; 2025Q2: 14,764 shares; 2025Q3: 17,089 shares; 2025Q4: 18,051 shares; 2026Q1: 20,981 shares; 2026Q2: 21,176 shares 21,176 $1.56M 0.03% +195 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 549 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 35,338 shares 35,338 $1.55M 0.03% +34,808 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,485 shares; 2024Q4: 7,470 shares; 2025Q1: 20,488 shares; 2025Q2: 51,218 shares; 2025Q3: 53,599 shares; 2025Q4: 57,710 shares; 2026Q1: 40,802 shares; 2026Q2: 41,380 shares 41,380 $1.54M 0.03% +578 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: not reported; 2024Q4: 40,796 shares; 2025Q1: 85,409 shares; 2025Q2: 44,613 shares; 2025Q3: 46,585 shares; 2025Q4: 46,643 shares; 2026Q1: 51,802 shares; 2026Q2: 53,279 shares 53,279 $1.54M 0.03% +1,477 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: 3,219 shares; 2024Q4: 3,525 shares; 2025Q1: 8,520 shares; 2025Q2: 4,605 shares; 2025Q3: 4,204 shares; 2025Q4: 4,101 shares; 2026Q1: 3,983 shares; 2026Q2: 3,862 shares 3,862 $1.53M 0.03% -121 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,518 shares; 2024Q4: 55,506 shares; 2025Q1: 127,908 shares; 2025Q2: 72,270 shares; 2025Q3: 72,270 shares; 2025Q4: 71,244 shares; 2026Q1: 30,612 shares; 2026Q2: 30,612 shares 30,612 $1.51M 0.03% 0 Timeline PAMC 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: 70,165 shares; 2024Q4: 68,226 shares; 2025Q1: 167,333 shares; 2025Q2: 114,221 shares; 2025Q3: 44,711 shares; 2025Q4: 29,321 shares; 2026Q1: 29,083 shares; 2026Q2: 26,857 shares 26,857 $1.49M 0.03% -2,226 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: 9,189 shares; 2024Q4: 9,589 shares; 2025Q1: 25,773 shares; 2025Q2: 12,979 shares; 2025Q3: 10,585 shares; 2025Q4: 9,829 shares; 2026Q1: 9,574 shares; 2026Q2: 10,264 shares 10,264 $1.48M 0.03% +690 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,914 shares; 2024Q4: 4,824 shares; 2025Q1: 15,522 shares; 2025Q2: 8,323 shares; 2025Q3: 7,991 shares; 2025Q4: 7,875 shares; 2026Q1: 7,725 shares; 2026Q2: 7,639 shares 7,639 $1.48M 0.03% -86 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: 16,161 shares; 2024Q4: 16,153 shares; 2025Q1: 49,063 shares; 2025Q2: 31,907 shares; 2025Q3: 22,644 shares; 2025Q4: 24,299 shares; 2026Q1: 25,649 shares; 2026Q2: 24,463 shares 24,463 $1.48M 0.03% -1,186 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,377 shares; 2024Q4: 5,567 shares; 2025Q1: 55,580 shares; 2025Q2: 26,326 shares; 2025Q3: 25,895 shares; 2025Q4: 25,453 shares; 2026Q1: 8,112 shares; 2026Q2: 6,086 shares 6,086 $1.48M 0.03% -2,026 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,038 shares; 2025Q1: 3,629 shares; 2025Q2: 9,092 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,000 shares; 2026Q2: 45,000 shares 45,000 $1.47M 0.03% +8,000 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,238 shares; 2024Q4: 171,316 shares; 2025Q1: 386,697 shares; 2025Q2: 208,255 shares; 2025Q3: 195,356 shares; 2025Q4: 196,865 shares; 2026Q1: 198,972 shares; 2026Q2: 186,542 shares 186,542 $1.47M 0.03% -12,430 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,085 shares; 2025Q1: 71,980 shares; 2025Q2: 32,660 shares; 2025Q3: 28,965 shares; 2025Q4: 27,732 shares; 2026Q1: 27,032 shares; 2026Q2: 27,932 shares 27,932 $1.47M 0.03% +900 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,363 shares; 2024Q4: 5,191 shares; 2025Q1: 10,460 shares; 2025Q2: 7,751 shares; 2025Q3: 4,812 shares; 2025Q4: 4,811 shares; 2026Q1: 4,793 shares; 2026Q2: 4,793 shares 4,793 $1.47M 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,336 shares; 2024Q4: 129,577 shares; 2025Q1: 245,426 shares; 2025Q2: 43,317 shares; 2025Q3: 34,404 shares; 2025Q4: 42,045 shares; 2026Q1: 59,162 shares; 2026Q2: 59,695 shares 59,695 $1.47M 0.03% +533 Timeline NLR 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: 156 shares; 2024Q4: 391 shares; 2025Q1: 3,869 shares; 2025Q2: 5,719 shares; 2025Q3: 15,599 shares; 2025Q4: 19,405 shares; 2026Q1: 12,872 shares; 2026Q2: 12,420 shares 12,420 $1.44M 0.03% -452 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,736 shares; 2024Q4: 4,980 shares; 2025Q1: 9,919 shares; 2025Q2: 13,765 shares; 2025Q3: 12,946 shares; 2025Q4: 11,159 shares; 2026Q1: 10,537 shares; 2026Q2: 9,987 shares 9,987 $1.43M 0.03% -550 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: 7,813 shares; 2024Q4: 7,714 shares; 2025Q1: 20,493 shares; 2025Q2: 9,344 shares; 2025Q3: 9,200 shares; 2025Q4: 8,899 shares; 2026Q1: 8,841 shares; 2026Q2: 9,361 shares 9,361 $1.42M 0.03% +520 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,680 shares; 2025Q1: 54,076 shares; 2025Q2: 31,583 shares; 2025Q3: 25,958 shares; 2025Q4: 24,986 shares; 2026Q1: 24,986 shares; 2026Q2: 27,271 shares 27,271 $1.42M 0.03% +2,285 Timeline VSGX 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: 9,431 shares; 2024Q4: 12,031 shares; 2025Q1: 29,035 shares; 2025Q2: 17,630 shares; 2025Q3: 17,333 shares; 2025Q4: 16,801 shares; 2026Q1: 16,841 shares; 2026Q2: 17,044 shares 17,044 $1.4M 0.03% +203 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,263 shares; 2026Q2: 21,147 shares 21,147 $1.4M 0.03% +10,884 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,790 shares; 2024Q4: 3,790 shares; 2025Q1: 3,807 shares; 2025Q2: 3,843 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares; 2026Q1: 2,890 shares; 2026Q2: 2,845 shares 2,845 $1.4M 0.03% -45 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: 3,330 shares; 2024Q4: 3,279 shares; 2025Q1: 9,754 shares; 2025Q2: 17,916 shares; 2025Q3: 17,067 shares; 2025Q4: 17,257 shares; 2026Q1: 16,753 shares; 2026Q2: 16,663 shares 16,663 $1.39M 0.03% -90 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,693 shares; 2024Q4: 8,045 shares; 2025Q1: 28,876 shares; 2025Q2: 21,450 shares; 2025Q3: 21,202 shares; 2025Q4: 20,447 shares; 2026Q1: 20,084 shares; 2026Q2: 19,159 shares 19,159 $1.39M 0.03% -925 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,780 shares; 2024Q4: 6,180 shares; 2025Q1: 13,870 shares; 2025Q2: 10,775 shares; 2025Q3: 12,580 shares; 2025Q4: 12,350 shares; 2026Q1: 9,325 shares; 2026Q2: 10,188 shares 10,188 $1.39M 0.03% +863 Timeline JPIB 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: 19,058 shares; 2024Q4: 19,654 shares; 2025Q1: 41,449 shares; 2025Q2: 20,434 shares; 2025Q3: 21,651 shares; 2025Q4: 22,349 shares; 2026Q1: 27,766 shares; 2026Q2: 28,687 shares 28,687 $1.39M 0.03% +921 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,211 shares; 2024Q4: 8,224 shares; 2025Q1: 18,395 shares; 2025Q2: 9,611 shares; 2025Q3: 9,101 shares; 2025Q4: 7,851 shares; 2026Q1: 7,427 shares; 2026Q2: 7,132 shares 7,132 $1.38M 0.03% -295 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,283 shares; 2024Q4: 2,297 shares; 2025Q1: 41,554 shares; 2025Q2: 32,583 shares; 2025Q3: 33,435 shares; 2025Q4: 33,336 shares; 2026Q1: 32,287 shares; 2026Q2: 33,078 shares 33,078 $1.35M 0.03% +791 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,244 shares; 2024Q4: 4,744 shares; 2025Q1: 18,976 shares; 2025Q2: 14,232 shares; 2025Q3: 14,232 shares; 2025Q4: 13,713 shares; 2026Q1: 13,194 shares; 2026Q2: 11,772 shares 11,772 $1.35M 0.03% -1,422 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: 17,829 shares; 2026Q1: 18,072 shares; 2026Q2: 9,005 shares 9,005 $1.33M 0.03% -9,067 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: 13,644 shares; 2024Q4: 14,081 shares; 2025Q1: 45,346 shares; 2025Q2: 23,384 shares; 2025Q3: 20,284 shares; 2025Q4: 17,637 shares; 2026Q1: 27,337 shares; 2026Q2: 26,724 shares 26,724 $1.33M 0.03% -613 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,026 shares; 2024Q4: 10,723 shares; 2025Q1: 11,101 shares; 2025Q2: 13,100 shares; 2025Q3: 13,719 shares; 2025Q4: 13,922 shares; 2026Q1: 13,620 shares; 2026Q2: 26,684 shares 26,684 $1.33M 0.03% +13,064 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: not reported; 2024Q4: 84 shares; 2025Q1: not reported; 2025Q2: 11,324 shares; 2025Q3: 17,184 shares; 2025Q4: 18,506 shares; 2026Q1: 21,248 shares; 2026Q2: 19,541 shares 19,541 $1.32M 0.03% -1,707 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: 11,005 shares; 2024Q4: 11,261 shares; 2025Q1: 20,751 shares; 2025Q2: 10,209 shares; 2025Q3: 9,306 shares; 2025Q4: 8,817 shares; 2026Q1: 8,730 shares; 2026Q2: 1,302 shares 1,302 $1.32M 0.03% -7,428 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 1,847 shares; 2025Q1: 4,134 shares; 2025Q2: 1,998 shares; 2025Q3: 1,903 shares; 2025Q4: 2,154 shares; 2026Q1: 2,370 shares; 2026Q2: 2,347 shares 2,347 $1.32M 0.03% -23 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: 6,528 shares; 2024Q4: 6,647 shares; 2025Q1: 53,480 shares; 2025Q2: 8,633 shares; 2025Q3: 7,831 shares; 2025Q4: 8,873 shares; 2026Q1: 8,465 shares; 2026Q2: 8,269 shares 8,269 $1.31M 0.03% -196 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: 629 shares; 2025Q1: 1,944 shares; 2025Q2: 1,367 shares; 2025Q3: 1,323 shares; 2025Q4: 1,337 shares; 2026Q1: 1,200 shares; 2026Q2: 1,358 shares 1,358 $1.31M 0.03% +158 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,322 shares; 2024Q4: 18,628 shares; 2025Q1: 57,852 shares; 2025Q2: 25,327 shares; 2025Q3: 33,424 shares; 2025Q4: 38,287 shares; 2026Q1: 43,720 shares; 2026Q2: 42,292 shares 42,292 $1.3M 0.03% -1,428 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,739 shares; 2024Q4: 15,889 shares; 2025Q1: 24,068 shares; 2025Q2: 11,412 shares; 2025Q3: 11,404 shares; 2025Q4: 11,279 shares; 2026Q1: 11,424 shares; 2026Q2: 11,554 shares 11,554 $1.3M 0.03% +130 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,858 shares; 2024Q4: 5,734 shares; 2025Q1: 13,113 shares; 2025Q2: 6,619 shares; 2025Q3: 5,842 shares; 2025Q4: 5,145 shares; 2026Q1: 4,726 shares; 2026Q2: 4,569 shares 4,569 $1.29M 0.03% -157 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,863 shares; 2024Q4: 15,543 shares; 2025Q1: 45,933 shares; 2025Q2: 20,795 shares; 2025Q3: 21,660 shares; 2025Q4: 23,028 shares; 2026Q1: 23,295 shares; 2026Q2: 24,620 shares 24,620 $1.29M 0.03% +1,325 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,976 shares; 2024Q4: 11,697 shares; 2025Q1: 24,528 shares; 2025Q2: 11,949 shares; 2025Q3: 11,049 shares; 2025Q4: 11,021 shares; 2026Q1: 2,642 shares; 2026Q2: 10,922 shares 10,922 $1.28M 0.03% +8,280 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,654 shares; 2025Q1: 27,647 shares; 2025Q2: 23,017 shares; 2025Q3: 21,874 shares; 2025Q4: 27,905 shares; 2026Q1: 26,477 shares; 2026Q2: 25,308 shares 25,308 $1.28M 0.03% -1,169 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 978 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 332 shares; 2026Q1: 536 shares; 2026Q2: 4,500 shares 4,500 $1.28M 0.03% +3,964 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 970 shares; 2025Q1: 2,160 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 40,224 shares 40,224 $1.27M 0.03% +39,034 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,426 shares; 2024Q4: 5,462 shares; 2025Q1: 16,289 shares; 2025Q2: 18,537 shares; 2025Q3: 12,768 shares; 2025Q4: 13,100 shares; 2026Q1: 11,450 shares; 2026Q2: 12,527 shares 12,527 $1.26M 0.03% +1,077 Timeline XHB 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 10,735 shares 10,735 $1.24M 0.03% +10,235 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 51,988 shares; 2025Q2: 21,400 shares; 2025Q3: 21,413 shares; 2025Q4: 12,900 shares; 2026Q1: 9,147 shares; 2026Q2: 4,548 shares 4,548 $1.24M 0.03% -4,599 Timeline USRT 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: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 337 shares; 2026Q2: 18,600 shares 18,600 $1.24M 0.03% +18,263 Timeline PSFF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 12,598 shares; 2025Q4: 33,324 shares; 2026Q1: 35,608 shares; 2026Q2: 35,980 shares 35,980 $1.23M 0.03% +372 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 4,871 shares; 2025Q1: 12,525 shares; 2025Q2: 6,421 shares; 2025Q3: 6,633 shares; 2025Q4: 6,218 shares; 2026Q1: 6,070 shares; 2026Q2: 8,742 shares 8,742 $1.23M 0.03% +2,672 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: 20,600 shares; 2024Q4: 7,127 shares; 2025Q1: 13,153 shares; 2025Q2: 6,348 shares; 2025Q3: 6,337 shares; 2025Q4: 6,345 shares; 2026Q1: 7,035 shares; 2026Q2: 6,994 shares 6,994 $1.23M 0.03% -41 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,651 shares; 2024Q4: 52,360 shares; 2025Q1: 86,134 shares; 2025Q2: 21,835 shares; 2025Q3: 25,889 shares; 2025Q4: 21,886 shares; 2026Q1: 4,367 shares; 2026Q2: 4,204 shares 4,204 $1.22M 0.02% -163 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: 11,068 shares; 2024Q4: 11,023 shares; 2025Q1: 26,330 shares; 2025Q2: 16,516 shares; 2025Q3: 16,195 shares; 2025Q4: 38,718 shares; 2026Q1: 38,609 shares; 2026Q2: 42,081 shares 42,081 $1.22M 0.02% +3,472 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,113 shares; 2024Q4: 7,133 shares; 2025Q1: 14,788 shares; 2025Q2: 7,955 shares; 2025Q3: 7,973 shares; 2025Q4: 8,135 shares; 2026Q1: 8,646 shares; 2026Q2: 15,830 shares 15,830 $1.22M 0.02% +7,184 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,795 shares; 2024Q4: 12,262 shares; 2025Q1: 30,003 shares; 2025Q2: 13,065 shares; 2025Q3: 16,367 shares; 2025Q4: 16,921 shares; 2026Q1: 17,563 shares; 2026Q2: 17,566 shares 17,566 $1.21M 0.02% +3 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: 4,762 shares; 2024Q4: 3,687 shares; 2025Q1: 4,691 shares; 2025Q2: 3,801 shares; 2025Q3: 1,109 shares; 2025Q4: 1,353 shares; 2026Q1: 1,156 shares; 2026Q2: 10,116 shares 10,116 $1.21M 0.02% +8,960 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,549 shares; 2024Q4: 10,069 shares; 2025Q1: 21,484 shares; 2025Q2: 9,829 shares; 2025Q3: 9,829 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 8,514 shares 8,514 $1.2M 0.02% +8,314 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: 3,536 shares; 2024Q4: 3,548 shares; 2025Q1: 7,957 shares; 2025Q2: 4,169 shares; 2025Q3: 4,237 shares; 2025Q4: 4,461 shares; 2026Q1: 5,041 shares; 2026Q2: 5,761 shares 5,761 $1.19M 0.02% +720 Timeline