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: 2,244,520 shares; 2024Q4: 2,340,449 shares; 2025Q1: not loaded; 2025Q2: 2,166,899 shares; 2025Q3: 2,284,596 shares; 2025Q4: 2,368,026 shares; 2026Q1: not loaded; 2026Q2: 2,632,322 shares 2,632,322 $231M 3.54% 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: 393,824 shares; 2024Q4: 415,602 shares; 2025Q1: not loaded; 2025Q2: 452,277 shares; 2025Q3: 472,772 shares; 2025Q4: 568,591 shares; 2026Q1: not loaded; 2026Q2: 580,699 shares 580,699 $168M 2.57% 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: 500,475 shares; 2024Q4: 504,252 shares; 2025Q1: not loaded; 2025Q2: 562,379 shares; 2025Q3: 582,050 shares; 2025Q4: 758,930 shares; 2026Q1: not loaded; 2026Q2: 774,243 shares 774,243 $155M 2.37% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,428 shares; 2024Q4: 132,863 shares; 2025Q1: not loaded; 2025Q2: 139,698 shares; 2025Q3: 145,842 shares; 2025Q4: 162,041 shares; 2026Q1: not loaded; 2026Q2: 203,286 shares 203,286 $152M 2.33% 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: 509,520 shares; 2024Q4: 509,481 shares; 2025Q1: not loaded; 2025Q2: 502,693 shares; 2025Q3: 503,025 shares; 2025Q4: 445,401 shares; 2026Q1: not loaded; 2026Q2: 441,225 shares 441,225 $101M 1.55% 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: 131,186 shares; 2024Q4: 147,108 shares; 2025Q1: not loaded; 2025Q2: 157,721 shares; 2025Q3: 152,941 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 126,502 shares 126,502 $93.2M 1.42% 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: 145,919 shares; 2024Q4: 148,268 shares; 2025Q1: not loaded; 2025Q2: 167,253 shares; 2025Q3: 174,011 shares; 2025Q4: 233,220 shares; 2026Q1: not loaded; 2026Q2: 242,026 shares 242,026 $90.3M 1.38% 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: 156,167 shares; 2024Q4: 186,676 shares; 2025Q1: not loaded; 2025Q2: 239,814 shares; 2025Q3: 239,033 shares; 2025Q4: 301,588 shares; 2026Q1: not loaded; 2026Q2: 324,127 shares 324,127 $77.3M 1.18% 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: 98,374 shares; 2024Q4: 93,067 shares; 2025Q1: not loaded; 2025Q2: 93,241 shares; 2025Q3: 94,550 shares; 2025Q4: 97,919 shares; 2026Q1: not loaded; 2026Q2: 100,663 shares 100,663 $75.2M 1.15% 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: 113,288 shares; 2024Q4: 108,034 shares; 2025Q1: not loaded; 2025Q2: 131,444 shares; 2025Q3: 141,434 shares; 2025Q4: 201,781 shares; 2026Q1: not loaded; 2026Q2: 204,354 shares 204,354 $73M 1.12% 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: 304,729 shares; 2024Q4: 321,153 shares; 2025Q1: not loaded; 2025Q2: 404,890 shares; 2025Q3: 424,717 shares; 2025Q4: 434,480 shares; 2026Q1: not loaded; 2026Q2: 440,895 shares 440,895 $65.4M 1% 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: 916,785 shares; 2024Q4: 953,482 shares; 2025Q1: not loaded; 2025Q2: 871,639 shares; 2025Q3: 932,615 shares; 2025Q4: 977,517 shares; 2026Q1: not loaded; 2026Q2: 1,192,371 shares 1,192,371 $60.1M 0.92% 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: 81,356 shares; 2024Q4: 76,424 shares; 2025Q1: not loaded; 2025Q2: 90,506 shares; 2025Q3: 94,227 shares; 2025Q4: 134,744 shares; 2026Q1: not loaded; 2026Q2: 149,464 shares 149,464 $56.5M 0.86% 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: 67,704 shares; 2024Q4: 74,255 shares; 2025Q1: not loaded; 2025Q2: 100,715 shares; 2025Q3: 104,465 shares; 2025Q4: 127,333 shares; 2026Q1: not loaded; 2026Q2: 133,093 shares 133,093 $56M 0.86% 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: 384,431 shares; 2024Q4: 426,375 shares; 2025Q1: not loaded; 2025Q2: 538,241 shares; 2025Q3: 599,701 shares; 2025Q4: 649,474 shares; 2026Q1: not loaded; 2026Q2: 677,768 shares 677,768 $52.3M 0.8% 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: 73,434 shares; 2024Q4: 77,869 shares; 2025Q1: not loaded; 2025Q2: 83,917 shares; 2025Q3: 77,267 shares; 2025Q4: 80,877 shares; 2026Q1: not loaded; 2026Q2: 73,634 shares 73,634 $50.6M 0.77% 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: 104,488 shares; 2024Q4: 121,204 shares; 2025Q1: not loaded; 2025Q2: 136,269 shares; 2025Q3: 146,957 shares; 2025Q4: 153,595 shares; 2026Q1: not loaded; 2026Q2: 172,371 shares 172,371 $50.1M 0.77% 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: 407,842 shares; 2024Q4: 418,011 shares; 2025Q1: not loaded; 2025Q2: 383,088 shares; 2025Q3: 399,036 shares; 2025Q4: 421,304 shares; 2026Q1: not loaded; 2026Q2: 492,742 shares 492,742 $48.8M 0.75% 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: 19,011 shares; 2024Q4: 18,218 shares; 2025Q1: not loaded; 2025Q2: 15,597 shares; 2025Q3: 18,972 shares; 2025Q4: 30,383 shares; 2026Q1: not loaded; 2026Q2: 40,392 shares 40,392 $46.6M 0.71% 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: 55,539 shares; 2024Q4: 55,105 shares; 2025Q1: not loaded; 2025Q2: 56,548 shares; 2025Q3: 55,359 shares; 2025Q4: 98,543 shares; 2026Q1: not loaded; 2026Q2: 535,081 shares 535,081 $46.1M 0.7% 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: 124,273 shares; 2024Q4: 125,008 shares; 2025Q1: not loaded; 2025Q2: 126,731 shares; 2025Q3: 126,104 shares; 2025Q4: 212,730 shares; 2026Q1: not loaded; 2026Q2: 207,880 shares 207,880 $45.3M 0.69% 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: 390,322 shares; 2024Q4: 400,460 shares; 2025Q1: not loaded; 2025Q2: 400,008 shares; 2025Q3: 406,702 shares; 2025Q4: 671,861 shares; 2026Q1: not loaded; 2026Q2: 625,958 shares 625,958 $44.6M 0.68% Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,677 shares; 2024Q4: 310,465 shares; 2025Q1: not loaded; 2025Q2: 315,119 shares; 2025Q3: 398,888 shares; 2025Q4: 484,488 shares; 2026Q1: not loaded; 2026Q2: 386,432 shares 386,432 $42.6M 0.65% 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: 71,767 shares; 2024Q4: 88,252 shares; 2025Q1: not loaded; 2025Q2: 92,725 shares; 2025Q3: 94,026 shares; 2025Q4: 125,062 shares; 2026Q1: not loaded; 2026Q2: 127,872 shares 127,872 $41.9M 0.64% 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: 882,503 shares; 2024Q4: 812,302 shares; 2025Q1: not loaded; 2025Q2: 840,284 shares; 2025Q3: 827,476 shares; 2025Q4: 879,221 shares; 2026Q1: not loaded; 2026Q2: 885,322 shares 885,322 $41.8M 0.64% 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: 72,131 shares; 2024Q4: 83,091 shares; 2025Q1: not loaded; 2025Q2: 74,085 shares; 2025Q3: 77,353 shares; 2025Q4: 105,885 shares; 2026Q1: not loaded; 2026Q2: 117,547 shares 117,547 $41.5M 0.64% 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: 172,090 shares; 2024Q4: 188,215 shares; 2025Q1: not loaded; 2025Q2: 299,000 shares; 2025Q3: 301,111 shares; 2025Q4: 489,467 shares; 2026Q1: not loaded; 2026Q2: 498,867 shares 498,867 $41.3M 0.63% 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: 216,703 shares; 2024Q4: 276,321 shares; 2025Q1: not loaded; 2025Q2: 369,025 shares; 2025Q3: 360,855 shares; 2025Q4: 633,336 shares; 2026Q1: not loaded; 2026Q2: 879,400 shares 879,400 $40.6M 0.62% 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: 291,568 shares; 2024Q4: 325,954 shares; 2025Q1: not loaded; 2025Q2: 331,532 shares; 2025Q3: 335,944 shares; 2025Q4: 494,531 shares; 2026Q1: not loaded; 2026Q2: 419,080 shares 419,080 $40.5M 0.62% 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: 38,988 shares; 2024Q4: 42,603 shares; 2025Q1: not loaded; 2025Q2: 56,467 shares; 2025Q3: 58,002 shares; 2025Q4: 66,033 shares; 2026Q1: not loaded; 2026Q2: 68,813 shares 68,813 $38.8M 0.59% 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: 654,190 shares; 2024Q4: 689,122 shares; 2025Q1: not loaded; 2025Q2: 669,544 shares; 2025Q3: 683,324 shares; 2025Q4: 764,396 shares; 2026Q1: not loaded; 2026Q2: 780,160 shares 780,160 $38.4M 0.59% 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: 186,848 shares; 2024Q4: 182,778 shares; 2025Q1: not loaded; 2025Q2: 241,360 shares; 2025Q3: 253,769 shares; 2025Q4: 261,939 shares; 2026Q1: not loaded; 2026Q2: 278,764 shares 278,764 $38.3M 0.59% 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: 55,816 shares; 2024Q4: 54,614 shares; 2025Q1: not loaded; 2025Q2: 76,284 shares; 2025Q3: 433,410 shares; 2025Q4: 520,229 shares; 2026Q1: not loaded; 2026Q2: 761,225 shares 761,225 $38.3M 0.59% 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: 259,251 shares; 2024Q4: 256,361 shares; 2025Q1: not loaded; 2025Q2: 301,067 shares; 2025Q3: 306,037 shares; 2025Q4: 319,347 shares; 2026Q1: not loaded; 2026Q2: 359,604 shares 359,604 $38.2M 0.58% Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,050 shares; 2024Q4: 63,688 shares; 2025Q1: not loaded; 2025Q2: 205,791 shares; 2025Q3: 238,626 shares; 2025Q4: 460,532 shares; 2026Q1: not loaded; 2026Q2: 559,274 shares 559,274 $38M 0.58% 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: 63,523 shares; 2024Q4: 64,455 shares; 2025Q1: not loaded; 2025Q2: 70,764 shares; 2025Q3: 75,638 shares; 2025Q4: 76,359 shares; 2026Q1: not loaded; 2026Q2: 298,390 shares 298,390 $37.1M 0.57% 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: 81,611 shares; 2024Q4: 96,669 shares; 2025Q1: not loaded; 2025Q2: 102,914 shares; 2025Q3: 102,449 shares; 2025Q4: 97,650 shares; 2026Q1: not loaded; 2026Q2: 100,084 shares 100,084 $37M 0.57% 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: 84,120 shares; 2024Q4: 81,437 shares; 2025Q1: not loaded; 2025Q2: 91,673 shares; 2025Q3: 95,783 shares; 2025Q4: 149,158 shares; 2026Q1: not loaded; 2026Q2: 161,930 shares 161,930 $36.8M 0.56% Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446,042 shares; 2024Q4: 438,597 shares; 2025Q1: not loaded; 2025Q2: 556,287 shares; 2025Q3: 719,427 shares; 2025Q4: 759,690 shares; 2026Q1: not loaded; 2026Q2: 806,651 shares 806,651 $36.7M 0.56% 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: 18,983 shares; 2024Q4: 20,058 shares; 2025Q1: not loaded; 2025Q2: 20,729 shares; 2025Q3: 18,023 shares; 2025Q4: 23,979 shares; 2026Q1: not loaded; 2026Q2: 30,536 shares 30,536 $36.6M 0.56% 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: 122,563 shares; 2024Q4: 139,917 shares; 2025Q1: not loaded; 2025Q2: 268,398 shares; 2025Q3: 285,297 shares; 2025Q4: 295,565 shares; 2026Q1: not loaded; 2026Q2: 272,048 shares 272,048 $34.8M 0.53% 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: 44,586 shares; 2024Q4: 54,175 shares; 2025Q1: not loaded; 2025Q2: 89,850 shares; 2025Q3: 101,215 shares; 2025Q4: 120,329 shares; 2026Q1: not loaded; 2026Q2: 113,795 shares 113,795 $34.5M 0.53% 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: 20,894 shares; 2024Q4: 26,917 shares; 2025Q1: not loaded; 2025Q2: 51,687 shares; 2025Q3: 53,237 shares; 2025Q4: 74,855 shares; 2026Q1: not loaded; 2026Q2: 70,677 shares 70,677 $33.8M 0.52% 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: 37,598 shares; 2024Q4: 170,750 shares; 2025Q1: not loaded; 2025Q2: 178,318 shares; 2025Q3: 177,669 shares; 2025Q4: 898,757 shares; 2026Q1: not loaded; 2026Q2: 991,286 shares 991,286 $33.5M 0.51% 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: 33,356 shares; 2024Q4: 95,579 shares; 2025Q1: not loaded; 2025Q2: 79,597 shares; 2025Q3: 85,625 shares; 2025Q4: 875,261 shares; 2026Q1: not loaded; 2026Q2: 960,177 shares 960,177 $33.4M 0.51% 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: 26,642 shares; 2024Q4: 31,198 shares; 2025Q1: not loaded; 2025Q2: 31,845 shares; 2025Q3: 37,669 shares; 2025Q4: 55,573 shares; 2026Q1: not loaded; 2026Q2: 56,702 shares 56,702 $32.9M 0.5% Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,226 shares; 2024Q4: 2,232 shares; 2025Q1: not loaded; 2025Q2: 1,447 shares; 2025Q3: 1,151 shares; 2025Q4: 221,974 shares; 2026Q1: not loaded; 2026Q2: 221,547 shares 221,547 $31.5M 0.48% 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: 544,681 shares; 2024Q4: 475,513 shares; 2025Q1: not loaded; 2025Q2: 474,386 shares; 2025Q3: 477,131 shares; 2025Q4: 468,852 shares; 2026Q1: not loaded; 2026Q2: 435,087 shares 435,087 $29.4M 0.45% 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: 127,962 shares; 2024Q4: 125,832 shares; 2025Q1: not loaded; 2025Q2: 134,186 shares; 2025Q3: 139,526 shares; 2025Q4: 193,068 shares; 2026Q1: not loaded; 2026Q2: 220,568 shares 220,568 $28.2M 0.43% 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: 139,439 shares; 2024Q4: 155,925 shares; 2025Q1: not loaded; 2025Q2: 200,107 shares; 2025Q3: 196,258 shares; 2025Q4: 241,542 shares; 2026Q1: not loaded; 2026Q2: 290,132 shares 290,132 $27.4M 0.42% 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: 22,964 shares; 2024Q4: 20,258 shares; 2025Q1: not loaded; 2025Q2: 16,202 shares; 2025Q3: 17,981 shares; 2025Q4: 22,306 shares; 2026Q1: not loaded; 2026Q2: 24,854 shares 24,854 $26.5M 0.4% 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: 352,119 shares; 2024Q4: 389,150 shares; 2025Q1: not loaded; 2025Q2: 412,764 shares; 2025Q3: 398,257 shares; 2025Q4: 402,648 shares; 2026Q1: not loaded; 2026Q2: 425,501 shares 425,501 $25.9M 0.4% 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: 33,369 shares; 2024Q4: 35,015 shares; 2025Q1: not loaded; 2025Q2: 49,891 shares; 2025Q3: 47,386 shares; 2025Q4: 55,340 shares; 2026Q1: not loaded; 2026Q2: 50,916 shares 50,916 $25.5M 0.39% Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,799 shares; 2024Q4: 290,268 shares; 2025Q1: not loaded; 2025Q2: 331,025 shares; 2025Q3: 376,592 shares; 2025Q4: 383,897 shares; 2026Q1: not loaded; 2026Q2: 412,914 shares 412,914 $25.3M 0.39% 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: 120,885 shares; 2024Q4: 110,709 shares; 2025Q1: not loaded; 2025Q2: 123,910 shares; 2025Q3: 133,567 shares; 2025Q4: 171,717 shares; 2026Q1: not loaded; 2026Q2: 171,733 shares 171,733 $24M 0.37% 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: 306,201 shares; 2024Q4: 306,470 shares; 2025Q1: not loaded; 2025Q2: 296,336 shares; 2025Q3: 289,045 shares; 2025Q4: 391,859 shares; 2026Q1: not loaded; 2026Q2: 379,398 shares 379,398 $22.6M 0.35% 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: 1,120,374 shares; 2024Q4: 1,142,796 shares; 2025Q1: not loaded; 2025Q2: 726,716 shares; 2025Q3: 741,006 shares; 2025Q4: 762,874 shares; 2026Q1: not loaded; 2026Q2: 939,632 shares 939,632 $21.4M 0.33% 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: 206,670 shares; 2024Q4: 613,892 shares; 2025Q1: not loaded; 2025Q2: 459,965 shares; 2025Q3: 471,282 shares; 2025Q4: 561,938 shares; 2026Q1: not loaded; 2026Q2: 672,307 shares 672,307 $21.3M 0.33% 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: 222,711 shares; 2024Q4: 229,346 shares; 2025Q1: not loaded; 2025Q2: 228,220 shares; 2025Q3: 282,178 shares; 2025Q4: 284,847 shares; 2026Q1: not loaded; 2026Q2: 234,257 shares 234,257 $21.1M 0.32% 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: 26,313 shares; 2024Q4: 32,402 shares; 2025Q1: not loaded; 2025Q2: 47,341 shares; 2025Q3: 43,707 shares; 2025Q4: 46,908 shares; 2026Q1: not loaded; 2026Q2: 56,799 shares 56,799 $20.9M 0.32% 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: 24,297 shares; 2024Q4: 27,571 shares; 2025Q1: not loaded; 2025Q2: 27,532 shares; 2025Q3: 27,750 shares; 2025Q4: 28,869 shares; 2026Q1: not loaded; 2026Q2: 31,801 shares 31,801 $20.9M 0.32% Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not loaded; 2025Q2: 95,268 shares; 2025Q3: 144,425 shares; 2025Q4: 176,231 shares; 2026Q1: not loaded; 2026Q2: 389,817 shares 389,817 $20.9M 0.32% 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: 289,015 shares; 2024Q4: 199,880 shares; 2025Q1: not loaded; 2025Q2: 274,723 shares; 2025Q3: 175,162 shares; 2025Q4: 213,105 shares; 2026Q1: not loaded; 2026Q2: 226,422 shares 226,422 $20.7M 0.32% Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 51,763 shares; 2025Q3: 166,164 shares; 2025Q4: 268,415 shares; 2026Q1: not loaded; 2026Q2: 387,287 shares 387,287 $20.4M 0.31% 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: 98,628 shares; 2024Q4: 117,509 shares; 2025Q1: not loaded; 2025Q2: 128,050 shares; 2025Q3: 128,011 shares; 2025Q4: 158,266 shares; 2026Q1: not loaded; 2026Q2: 177,876 shares 177,876 $20.1M 0.31% 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: 131,283 shares; 2024Q4: 142,733 shares; 2025Q1: not loaded; 2025Q2: 215,253 shares; 2025Q3: 234,414 shares; 2025Q4: 325,729 shares; 2026Q1: not loaded; 2026Q2: 259,102 shares 259,102 $19.6M 0.3% 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: 15,556 shares; 2024Q4: 15,163 shares; 2025Q1: not loaded; 2025Q2: 15,615 shares; 2025Q3: 15,895 shares; 2025Q4: 19,726 shares; 2026Q1: not loaded; 2026Q2: 20,651 shares 20,651 $19.3M 0.3% 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: 212,118 shares; 2024Q4: 227,827 shares; 2025Q1: not loaded; 2025Q2: 259,425 shares; 2025Q3: 266,361 shares; 2025Q4: 287,316 shares; 2026Q1: not loaded; 2026Q2: 362,989 shares 362,989 $18.8M 0.29% 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: 4,507 shares; 2024Q4: 4,776 shares; 2025Q1: not loaded; 2025Q2: 6,014 shares; 2025Q3: 6,997 shares; 2025Q4: 11,034 shares; 2026Q1: not loaded; 2026Q2: 15,947 shares 15,947 $18.7M 0.29% Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,633 shares; 2024Q4: 8,544 shares; 2025Q1: not loaded; 2025Q2: 19,569 shares; 2025Q3: 20,617 shares; 2025Q4: 29,684 shares; 2026Q1: not loaded; 2026Q2: 25,488 shares 25,488 $18.4M 0.28% 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: 80,347 shares; 2024Q4: 87,116 shares; 2025Q1: not loaded; 2025Q2: 96,697 shares; 2025Q3: 97,199 shares; 2025Q4: 110,681 shares; 2026Q1: not loaded; 2026Q2: 73,217 shares 73,217 $18.4M 0.28% Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,188 shares; 2024Q4: 237,470 shares; 2025Q1: not loaded; 2025Q2: 411,469 shares; 2025Q3: 346,234 shares; 2025Q4: 303,285 shares; 2026Q1: not loaded; 2026Q2: 354,341 shares 354,341 $17.9M 0.27% 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: 145,003 shares; 2024Q4: 155,433 shares; 2025Q1: not loaded; 2025Q2: 159,640 shares; 2025Q3: 156,652 shares; 2025Q4: 162,053 shares; 2026Q1: not loaded; 2026Q2: 182,082 shares 182,082 $17.4M 0.27% 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: 41,781 shares; 2024Q4: 41,198 shares; 2025Q1: not loaded; 2025Q2: 45,439 shares; 2025Q3: 50,342 shares; 2025Q4: 53,811 shares; 2026Q1: not loaded; 2026Q2: 50,503 shares 50,503 $17.3M 0.27% 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: 30,145 shares; 2024Q4: 31,864 shares; 2025Q1: not loaded; 2025Q2: 33,286 shares; 2025Q3: 34,927 shares; 2025Q4: 58,519 shares; 2026Q1: not loaded; 2026Q2: 67,123 shares 67,123 $17M 0.26% 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: 81,324 shares; 2024Q4: 84,439 shares; 2025Q1: not loaded; 2025Q2: 87,868 shares; 2025Q3: 89,162 shares; 2025Q4: 122,539 shares; 2026Q1: not loaded; 2026Q2: 123,085 shares 123,085 $16.8M 0.26% 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: 42,654 shares; 2024Q4: 61,827 shares; 2025Q1: not loaded; 2025Q2: 51,310 shares; 2025Q3: 51,708 shares; 2025Q4: 66,066 shares; 2026Q1: not loaded; 2026Q2: 55,579 shares 55,579 $16.7M 0.26% 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: 2,150 shares; 2024Q4: 4,879 shares; 2025Q1: not loaded; 2025Q2: 10,858 shares; 2025Q3: 10,286 shares; 2025Q4: 35,226 shares; 2026Q1: not loaded; 2026Q2: 48,480 shares 48,480 $16.6M 0.25% 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: 35,616 shares; 2024Q4: 35,577 shares; 2025Q1: not loaded; 2025Q2: 36,679 shares; 2025Q3: 49,191 shares; 2025Q4: 49,234 shares; 2026Q1: not loaded; 2026Q2: 204,373 shares 204,373 $16.5M 0.25% 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: 79,050 shares; 2024Q4: 82,244 shares; 2025Q1: not loaded; 2025Q2: 82,512 shares; 2025Q3: 85,964 shares; 2025Q4: 138,196 shares; 2026Q1: not loaded; 2026Q2: 139,686 shares 139,686 $16.4M 0.25% 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: 60,226 shares; 2024Q4: 63,856 shares; 2025Q1: not loaded; 2025Q2: 66,608 shares; 2025Q3: 69,425 shares; 2025Q4: 69,878 shares; 2026Q1: not loaded; 2026Q2: 69,130 shares 69,130 $16.4M 0.25% Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 3,712 shares; 2025Q1: not loaded; 2025Q2: 3,121 shares; 2025Q3: 3,161 shares; 2025Q4: 147,726 shares; 2026Q1: not loaded; 2026Q2: 156,526 shares 156,526 $16.1M 0.25% Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,286 shares; 2024Q4: 35,353 shares; 2025Q1: not loaded; 2025Q2: 46,266 shares; 2025Q3: 47,840 shares; 2025Q4: 42,427 shares; 2026Q1: not loaded; 2026Q2: 43,435 shares 43,435 $15.3M 0.23% 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: 9,070 shares; 2024Q4: 10,039 shares; 2025Q1: not loaded; 2025Q2: 15,956 shares; 2025Q3: 16,341 shares; 2025Q4: 202,996 shares; 2026Q1: not loaded; 2026Q2: 213,406 shares 213,406 $15.2M 0.23% 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: 282,373 shares; 2024Q4: 303,343 shares; 2025Q1: not loaded; 2025Q2: 275,695 shares; 2025Q3: 252,077 shares; 2025Q4: 249,324 shares; 2026Q1: not loaded; 2026Q2: 255,539 shares 255,539 $14.7M 0.23% 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: 5,329 shares; 2024Q4: 5,619 shares; 2025Q1: not loaded; 2025Q2: 8,079 shares; 2025Q3: 8,846 shares; 2025Q4: 11,944 shares; 2026Q1: not loaded; 2026Q2: 14,419 shares 14,419 $14.6M 0.22% 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: 41,702 shares; 2024Q4: 36,320 shares; 2025Q1: not loaded; 2025Q2: 36,950 shares; 2025Q3: 36,837 shares; 2025Q4: 76,155 shares; 2026Q1: not loaded; 2026Q2: 75,448 shares 75,448 $14.4M 0.22% Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,797 shares; 2024Q4: 17,664 shares; 2025Q1: not loaded; 2025Q2: 11,355 shares; 2025Q3: 11,529 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 19,849 shares 19,849 $14.3M 0.22% 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: 56,630 shares; 2024Q4: 56,615 shares; 2025Q1: not loaded; 2025Q2: 60,627 shares; 2025Q3: 65,637 shares; 2025Q4: 84,825 shares; 2026Q1: not loaded; 2026Q2: 86,122 shares 86,122 $14.3M 0.22% Timeline CALI 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 loaded; 2025Q2: 22,839 shares; 2025Q3: 22,839 shares; 2025Q4: 50,089 shares; 2026Q1: not loaded; 2026Q2: 276,204 shares 276,204 $14M 0.21% 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: 20,592 shares; 2024Q4: 20,320 shares; 2025Q1: not loaded; 2025Q2: 28,649 shares; 2025Q3: 29,252 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 73,028 shares 73,028 $13.9M 0.21% 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: 52,135 shares; 2024Q4: 52,827 shares; 2025Q1: not loaded; 2025Q2: 59,641 shares; 2025Q3: 59,795 shares; 2025Q4: 83,348 shares; 2026Q1: not loaded; 2026Q2: 87,342 shares 87,342 $13.8M 0.21% 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: 212,442 shares; 2024Q4: 247,297 shares; 2025Q1: not loaded; 2025Q2: 385,454 shares; 2025Q3: 404,651 shares; 2025Q4: 432,803 shares; 2026Q1: not loaded; 2026Q2: 539,412 shares 539,412 $13.8M 0.21% Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,750 shares; 2026Q1: not loaded; 2026Q2: 271,547 shares 271,547 $13.7M 0.21% 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: 39,210 shares; 2024Q4: 40,282 shares; 2025Q1: not loaded; 2025Q2: 46,509 shares; 2025Q3: 49,545 shares; 2025Q4: 59,573 shares; 2026Q1: not loaded; 2026Q2: 154,372 shares 154,372 $13.2M 0.2% 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: 98,814 shares; 2024Q4: 104,581 shares; 2025Q1: not loaded; 2025Q2: 118,999 shares; 2025Q3: 134,432 shares; 2025Q4: 139,395 shares; 2026Q1: not loaded; 2026Q2: 144,332 shares 144,332 $13.1M 0.2% 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: 99,168 shares; 2024Q4: 118,010 shares; 2025Q1: not loaded; 2025Q2: 191,292 shares; 2025Q3: 179,518 shares; 2025Q4: 241,613 shares; 2026Q1: not loaded; 2026Q2: 169,964 shares 169,964 $13M 0.2% 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: 28,488 shares; 2024Q4: 30,660 shares; 2025Q1: not loaded; 2025Q2: 25,122 shares; 2025Q3: 26,835 shares; 2025Q4: 32,089 shares; 2026Q1: not loaded; 2026Q2: 68,519 shares 68,519 $12.7M 0.19% 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: 214,933 shares; 2024Q4: 231,134 shares; 2025Q1: not loaded; 2025Q2: 312,028 shares; 2025Q3: 199,087 shares; 2025Q4: 202,231 shares; 2026Q1: not loaded; 2026Q2: 202,522 shares 202,522 $12.6M 0.19% 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: 40,519 shares; 2024Q4: 41,090 shares; 2025Q1: not loaded; 2025Q2: 49,457 shares; 2025Q3: 47,868 shares; 2025Q4: 67,177 shares; 2026Q1: not loaded; 2026Q2: 69,525 shares 69,525 $12.6M 0.19% 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: 119,189 shares; 2024Q4: 174,595 shares; 2025Q1: not loaded; 2025Q2: 185,356 shares; 2025Q3: 180,676 shares; 2025Q4: 181,475 shares; 2026Q1: not loaded; 2026Q2: 152,469 shares 152,469 $12.4M 0.19% Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,997 shares; 2024Q4: 134,577 shares; 2025Q1: not loaded; 2025Q2: 204,602 shares; 2025Q3: 216,777 shares; 2025Q4: 219,994 shares; 2026Q1: not loaded; 2026Q2: 243,286 shares 243,286 $12.3M 0.19% Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,457 shares; 2025Q1: not loaded; 2025Q2: 18,472 shares; 2025Q3: 16,447 shares; 2025Q4: 30,902 shares; 2026Q1: not loaded; 2026Q2: 28,065 shares 28,065 $12.2M 0.19% 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: 57,017 shares; 2024Q4: 67,366 shares; 2025Q1: not loaded; 2025Q2: 79,047 shares; 2025Q3: 75,913 shares; 2025Q4: 76,928 shares; 2026Q1: not loaded; 2026Q2: 54,878 shares 54,878 $12M 0.18% 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: 85,289 shares; 2024Q4: 87,924 shares; 2025Q1: not loaded; 2025Q2: 116,823 shares; 2025Q3: 124,073 shares; 2025Q4: 146,080 shares; 2026Q1: not loaded; 2026Q2: 147,333 shares 147,333 $12M 0.18% Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,392 shares; 2024Q4: 167,337 shares; 2025Q1: not loaded; 2025Q2: 310,291 shares; 2025Q3: 413,920 shares; 2025Q4: 461,906 shares; 2026Q1: not loaded; 2026Q2: 506,882 shares 506,882 $11.6M 0.18% 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: 20,574 shares; 2024Q4: 20,557 shares; 2025Q1: not loaded; 2025Q2: 20,819 shares; 2025Q3: 22,284 shares; 2025Q4: 32,351 shares; 2026Q1: not loaded; 2026Q2: 30,567 shares 30,567 $11.4M 0.17% 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: 8,877 shares; 2024Q4: 9,053 shares; 2025Q1: not loaded; 2025Q2: 11,149 shares; 2025Q3: 11,657 shares; 2025Q4: 44,528 shares; 2026Q1: not loaded; 2026Q2: 46,486 shares 46,486 $11.3M 0.17% 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: 39,413 shares; 2024Q4: 40,028 shares; 2025Q1: not loaded; 2025Q2: 64,047 shares; 2025Q3: 69,202 shares; 2025Q4: 92,026 shares; 2026Q1: not loaded; 2026Q2: 136,583 shares 136,583 $11.2M 0.17% 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: 126,943 shares; 2024Q4: 137,910 shares; 2025Q1: not loaded; 2025Q2: 130,701 shares; 2025Q3: 74,477 shares; 2025Q4: 130,199 shares; 2026Q1: not loaded; 2026Q2: 152,292 shares 152,292 $11.2M 0.17% 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: 112,127 shares; 2024Q4: 154,339 shares; 2025Q1: not loaded; 2025Q2: 161,819 shares; 2025Q3: 169,391 shares; 2025Q4: 190,898 shares; 2026Q1: not loaded; 2026Q2: 225,399 shares 225,399 $11.2M 0.17% Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,485 shares; 2024Q4: 2,936 shares; 2025Q1: not loaded; 2025Q2: 1,531 shares; 2025Q3: 1,579 shares; 2025Q4: 37,136 shares; 2026Q1: not loaded; 2026Q2: 125,113 shares 125,113 $11.1M 0.17% 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: 86,673 shares; 2024Q4: 132,182 shares; 2025Q1: not loaded; 2025Q2: 116,693 shares; 2025Q3: 116,182 shares; 2025Q4: 108,716 shares; 2026Q1: not loaded; 2026Q2: 93,365 shares 93,365 $11.1M 0.17% Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,911 shares; 2024Q4: 7,332 shares; 2025Q1: not loaded; 2025Q2: 82,963 shares; 2025Q3: 175,319 shares; 2025Q4: 289,676 shares; 2026Q1: not loaded; 2026Q2: 422,672 shares 422,672 $11.1M 0.17% 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: 57,257 shares; 2024Q4: 57,000 shares; 2025Q1: not loaded; 2025Q2: 67,928 shares; 2025Q3: 71,522 shares; 2025Q4: 75,540 shares; 2026Q1: not loaded; 2026Q2: 66,676 shares 66,676 $11M 0.17% Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418,606 shares; 2024Q4: 443,906 shares; 2025Q1: not loaded; 2025Q2: 485,281 shares; 2025Q3: 516,728 shares; 2025Q4: 557,348 shares; 2026Q1: not loaded; 2026Q2: 443,156 shares 443,156 $10.7M 0.16% Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,923 shares; 2024Q4: 34,736 shares; 2025Q1: not loaded; 2025Q2: 88,801 shares; 2025Q3: 105,178 shares; 2025Q4: 150,664 shares; 2026Q1: not loaded; 2026Q2: 203,927 shares 203,927 $10.7M 0.16% 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: 100,817 shares; 2024Q4: 180,284 shares; 2025Q1: not loaded; 2025Q2: 218,973 shares; 2025Q3: 270,684 shares; 2025Q4: 258,804 shares; 2026Q1: not loaded; 2026Q2: 320,608 shares 320,608 $10.7M 0.16% 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: 8,597 shares; 2024Q4: 19,814 shares; 2025Q1: not loaded; 2025Q2: 60,206 shares; 2025Q3: 58,800 shares; 2025Q4: 60,774 shares; 2026Q1: not loaded; 2026Q2: 65,912 shares 65,912 $10.6M 0.16% Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,341 shares; 2024Q4: 68,004 shares; 2025Q1: not loaded; 2025Q2: 66,275 shares; 2025Q3: 64,204 shares; 2025Q4: 198,669 shares; 2026Q1: not loaded; 2026Q2: 193,007 shares 193,007 $10.6M 0.16% 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: 10,756 shares; 2024Q4: 11,994 shares; 2025Q1: not loaded; 2025Q2: 13,593 shares; 2025Q3: 13,967 shares; 2025Q4: 23,876 shares; 2026Q1: not loaded; 2026Q2: 26,487 shares 26,487 $10.5M 0.16% Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 139 shares; 2025Q3: 439 shares; 2025Q4: 2,895 shares; 2026Q1: not loaded; 2026Q2: 4,607 shares 4,607 $10.5M 0.16% 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: 25,353 shares; 2024Q4: 34,597 shares; 2025Q1: not loaded; 2025Q2: 39,713 shares; 2025Q3: 18,540 shares; 2025Q4: 17,909 shares; 2026Q1: not loaded; 2026Q2: 82,688 shares 82,688 $10.3M 0.16% 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: 57,083 shares; 2024Q4: 58,895 shares; 2025Q1: not loaded; 2025Q2: 82,773 shares; 2025Q3: 33,597 shares; 2025Q4: 39,476 shares; 2026Q1: not loaded; 2026Q2: 108,136 shares 108,136 $10.2M 0.16% Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,268 shares; 2024Q4: 11,956 shares; 2025Q1: not loaded; 2025Q2: 35,613 shares; 2025Q3: 37,095 shares; 2025Q4: 63,602 shares; 2026Q1: not loaded; 2026Q2: 66,948 shares 66,948 $10.1M 0.16% 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: 44,302 shares; 2024Q4: 46,844 shares; 2025Q1: not loaded; 2025Q2: 42,655 shares; 2025Q3: 41,697 shares; 2025Q4: 87,713 shares; 2026Q1: not loaded; 2026Q2: 78,760 shares 78,760 $10.1M 0.15% Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,394 shares; 2024Q4: 155,448 shares; 2025Q1: not loaded; 2025Q2: 124,260 shares; 2025Q3: 131,058 shares; 2025Q4: 139,455 shares; 2026Q1: not loaded; 2026Q2: 122,389 shares 122,389 $10.1M 0.15% 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: 165,207 shares; 2024Q4: 168,971 shares; 2025Q1: not loaded; 2025Q2: 172,327 shares; 2025Q3: 184,843 shares; 2025Q4: 224,995 shares; 2026Q1: not loaded; 2026Q2: 215,141 shares 215,141 $10.1M 0.15% Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,041 shares; 2024Q4: 15,574 shares; 2025Q1: not loaded; 2025Q2: 63,229 shares; 2025Q3: 61,607 shares; 2025Q4: 62,307 shares; 2026Q1: not loaded; 2026Q2: 61,354 shares 61,354 $10M 0.15% Timeline JSCP 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: 18,965 shares; 2024Q4: 29,672 shares; 2025Q1: not loaded; 2025Q2: 33,836 shares; 2025Q3: 32,116 shares; 2025Q4: 26,227 shares; 2026Q1: not loaded; 2026Q2: 209,110 shares 209,110 $9.86M 0.15% 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: 19,050 shares; 2024Q4: 19,436 shares; 2025Q1: not loaded; 2025Q2: 13,492 shares; 2025Q3: 11,733 shares; 2025Q4: 15,373 shares; 2026Q1: not loaded; 2026Q2: 23,702 shares 23,702 $9.85M 0.15% 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: not reported; 2024Q4: 66,071 shares; 2025Q1: not loaded; 2025Q2: 76,666 shares; 2025Q3: 84,750 shares; 2025Q4: 84,724 shares; 2026Q1: not loaded; 2026Q2: 96,039 shares 96,039 $9.77M 0.15% Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,117 shares; 2024Q4: 14,844 shares; 2025Q1: not loaded; 2025Q2: 23,649 shares; 2025Q3: 25,482 shares; 2025Q4: 41,722 shares; 2026Q1: not loaded; 2026Q2: 46,158 shares 46,158 $9.65M 0.15% Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,983 shares; 2024Q4: 76,587 shares; 2025Q1: not loaded; 2025Q2: 138,888 shares; 2025Q3: 161,255 shares; 2025Q4: 215,787 shares; 2026Q1: not loaded; 2026Q2: 182,027 shares 182,027 $9.53M 0.15% 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: 93,115 shares; 2024Q4: 121,747 shares; 2025Q1: not loaded; 2025Q2: 119,025 shares; 2025Q3: 112,505 shares; 2025Q4: 200,800 shares; 2026Q1: not loaded; 2026Q2: 163,267 shares 163,267 $9.3M 0.14% Timeline VIOG 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: 54,789 shares; 2024Q4: 54,772 shares; 2025Q1: not loaded; 2025Q2: 57,740 shares; 2025Q3: 59,512 shares; 2025Q4: 61,246 shares; 2026Q1: not loaded; 2026Q2: 60,595 shares 60,595 $9.3M 0.14% 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: 34,804 shares; 2024Q4: 62,970 shares; 2025Q1: not loaded; 2025Q2: 68,088 shares; 2025Q3: 74,212 shares; 2025Q4: 79,282 shares; 2026Q1: not loaded; 2026Q2: 79,424 shares 79,424 $9.27M 0.14% Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,999 shares; 2024Q4: 52,132 shares; 2025Q1: not loaded; 2025Q2: 50,922 shares; 2025Q3: 59,698 shares; 2025Q4: 67,061 shares; 2026Q1: not loaded; 2026Q2: 336,832 shares 336,832 $9.23M 0.14% Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,495 shares; 2024Q4: 100,207 shares; 2025Q1: not loaded; 2025Q2: 497,196 shares; 2025Q3: 560,541 shares; 2025Q4: 615,991 shares; 2026Q1: not loaded; 2026Q2: 364,874 shares 364,874 $9.21M 0.14% Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,432 shares; 2024Q4: 123,685 shares; 2025Q1: not loaded; 2025Q2: 128,438 shares; 2025Q3: 146,023 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 397,717 shares 397,717 $9.21M 0.14% 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: 30,766 shares; 2024Q4: 33,021 shares; 2025Q1: not loaded; 2025Q2: 34,003 shares; 2025Q3: 33,879 shares; 2025Q4: 32,189 shares; 2026Q1: not loaded; 2026Q2: 30,301 shares 30,301 $9.18M 0.14% Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,647 shares; 2024Q4: 3,647 shares; 2025Q1: not loaded; 2025Q2: 11,987 shares; 2025Q3: 11,482 shares; 2025Q4: 26,672 shares; 2026Q1: not loaded; 2026Q2: 159,119 shares 159,119 $9.17M 0.14% Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,070 shares; 2024Q4: 516,185 shares; 2025Q1: not loaded; 2025Q2: 494,190 shares; 2025Q3: 525,477 shares; 2025Q4: 564,254 shares; 2026Q1: not loaded; 2026Q2: 376,949 shares 376,949 $9.13M 0.14% Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 286,979 shares 286,979 $9.12M 0.14% Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: not loaded; 2025Q2: 194,757 shares; 2025Q3: 202,020 shares; 2025Q4: 193,350 shares; 2026Q1: not loaded; 2026Q2: 209,335 shares 209,335 $9.09M 0.14% Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,782 shares; 2024Q4: 139,883 shares; 2025Q1: not loaded; 2025Q2: 133,600 shares; 2025Q3: 139,991 shares; 2025Q4: 147,995 shares; 2026Q1: not loaded; 2026Q2: 164,477 shares 164,477 $9.08M 0.14% 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: 26,589 shares; 2024Q4: 30,641 shares; 2025Q1: not loaded; 2025Q2: 24,698 shares; 2025Q3: 24,760 shares; 2025Q4: 29,976 shares; 2026Q1: not loaded; 2026Q2: 36,980 shares 36,980 $8.97M 0.14% Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,594 shares; 2024Q4: 36,748 shares; 2025Q1: not loaded; 2025Q2: 45,246 shares; 2025Q3: 46,054 shares; 2025Q4: 73,811 shares; 2026Q1: not loaded; 2026Q2: 82,801 shares 82,801 $8.91M 0.14% 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: 130,843 shares; 2024Q4: 122,101 shares; 2025Q1: not loaded; 2025Q2: 142,005 shares; 2025Q3: 146,051 shares; 2025Q4: 178,201 shares; 2026Q1: not loaded; 2026Q2: 210,018 shares 210,018 $8.89M 0.14% 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: 25,376 shares; 2024Q4: 25,239 shares; 2025Q1: not loaded; 2025Q2: 27,590 shares; 2025Q3: 26,570 shares; 2025Q4: 34,966 shares; 2026Q1: not loaded; 2026Q2: 31,616 shares 31,616 $8.89M 0.14% 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: 13,886 shares; 2024Q4: 13,764 shares; 2025Q1: not loaded; 2025Q2: 15,452 shares; 2025Q3: 16,380 shares; 2025Q4: 22,071 shares; 2026Q1: not loaded; 2026Q2: 24,522 shares 24,522 $8.88M 0.14% 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: 6,947 shares; 2024Q4: 5,627 shares; 2025Q1: not loaded; 2025Q2: 958 shares; 2025Q3: 1,209 shares; 2025Q4: 3,876 shares; 2026Q1: not loaded; 2026Q2: 4,418 shares 4,418 $8.79M 0.13% 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: 2,382 shares; 2024Q4: 2,331 shares; 2025Q1: not loaded; 2025Q2: 4,011 shares; 2025Q3: 4,240 shares; 2025Q4: 23,257 shares; 2026Q1: not loaded; 2026Q2: 23,921 shares 23,921 $8.75M 0.13% 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: 269,918 shares; 2024Q4: 305,877 shares; 2025Q1: not loaded; 2025Q2: 243,446 shares; 2025Q3: 237,222 shares; 2025Q4: 231,596 shares; 2026Q1: not loaded; 2026Q2: 260,009 shares 260,009 $8.7M 0.13% Timeline IMTB 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: 162,571 shares; 2025Q1: not loaded; 2025Q2: 130,133 shares; 2025Q3: 143,786 shares; 2025Q4: 192,951 shares; 2026Q1: not loaded; 2026Q2: 199,344 shares 199,344 $8.69M 0.13% Timeline SPGP 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: 204,685 shares; 2024Q4: 198,295 shares; 2025Q1: not loaded; 2025Q2: 181,620 shares; 2025Q3: 150,949 shares; 2025Q4: 89,428 shares; 2026Q1: not loaded; 2026Q2: 70,945 shares 70,945 $8.68M 0.13% Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 171,662 shares 171,662 $8.65M 0.13% 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: 53,574 shares; 2024Q4: 56,433 shares; 2025Q1: not loaded; 2025Q2: 40,321 shares; 2025Q3: 38,986 shares; 2025Q4: 51,954 shares; 2026Q1: not loaded; 2026Q2: 58,896 shares 58,896 $8.64M 0.13% Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 477 shares; 2025Q3: 1,405 shares; 2025Q4: 19,204 shares; 2026Q1: not loaded; 2026Q2: 13,445 shares 13,445 $8.59M 0.13% 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: 31,920 shares; 2024Q4: 31,316 shares; 2025Q1: not loaded; 2025Q2: 43,148 shares; 2025Q3: 48,456 shares; 2025Q4: 62,821 shares; 2026Q1: not loaded; 2026Q2: 66,982 shares 66,982 $8.48M 0.13% Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 301,882 shares 301,882 $8.47M 0.13% 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: 11,683 shares; 2024Q4: 11,968 shares; 2025Q1: not loaded; 2025Q2: 12,775 shares; 2025Q3: 13,493 shares; 2025Q4: 21,899 shares; 2026Q1: not loaded; 2026Q2: 16,472 shares 16,472 $8.46M 0.13% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,798 shares; 2024Q4: 30,705 shares; 2025Q1: not loaded; 2025Q2: 38,359 shares; 2025Q3: 40,648 shares; 2025Q4: 64,485 shares; 2026Q1: not loaded; 2026Q2: 60,306 shares 60,306 $8.44M 0.13% Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 692 shares; 2024Q4: 536 shares; 2025Q1: not loaded; 2025Q2: 1,480 shares; 2025Q3: 1,099 shares; 2025Q4: 2,893 shares; 2026Q1: not loaded; 2026Q2: 27,734 shares 27,734 $8.37M 0.13% 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: 3,761 shares; 2024Q4: 7,340 shares; 2025Q1: not loaded; 2025Q2: 17,031 shares; 2025Q3: 26,269 shares; 2025Q4: 22,518 shares; 2026Q1: not loaded; 2026Q2: 24,469 shares 24,469 $8.34M 0.13% Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,316 shares; 2024Q4: 35,309 shares; 2025Q1: not loaded; 2025Q2: 75,273 shares; 2025Q3: 92,881 shares; 2025Q4: 115,815 shares; 2026Q1: not loaded; 2026Q2: 134,781 shares 134,781 $8.13M 0.12% 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: 22,646 shares; 2024Q4: 22,024 shares; 2025Q1: not loaded; 2025Q2: 21,773 shares; 2025Q3: 21,683 shares; 2025Q4: 26,665 shares; 2026Q1: not loaded; 2026Q2: 29,706 shares 29,706 $8.08M 0.12% 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: 109,486 shares; 2024Q4: 109,434 shares; 2025Q1: not loaded; 2025Q2: 101,020 shares; 2025Q3: 66,041 shares; 2025Q4: 93,249 shares; 2026Q1: not loaded; 2026Q2: 92,001 shares 92,001 $8.07M 0.12% Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,855 shares; 2024Q4: 62,250 shares; 2025Q1: not loaded; 2025Q2: 72,018 shares; 2025Q3: 75,824 shares; 2025Q4: 79,277 shares; 2026Q1: not loaded; 2026Q2: 75,218 shares 75,218 $8.06M 0.12% 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: 216,949 shares; 2024Q4: 225,853 shares; 2025Q1: not loaded; 2025Q2: 180,037 shares; 2025Q3: 176,686 shares; 2025Q4: 177,130 shares; 2026Q1: not loaded; 2026Q2: 178,911 shares 178,911 $7.94M 0.12% 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: 12,008 shares; 2024Q4: 15,724 shares; 2025Q1: not loaded; 2025Q2: 16,189 shares; 2025Q3: 16,447 shares; 2025Q4: 18,048 shares; 2026Q1: not loaded; 2026Q2: 90,009 shares 90,009 $7.91M 0.12% Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,188 shares; 2024Q4: 12,730 shares; 2025Q1: not loaded; 2025Q2: 12,143 shares; 2025Q3: 12,733 shares; 2025Q4: 88,031 shares; 2026Q1: not loaded; 2026Q2: 79,680 shares 79,680 $7.91M 0.12% 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: 11,239 shares; 2024Q4: 11,911 shares; 2025Q1: not loaded; 2025Q2: 11,864 shares; 2025Q3: 11,791 shares; 2025Q4: 16,778 shares; 2026Q1: not loaded; 2026Q2: 26,539 shares 26,539 $7.91M 0.12% Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,148 shares; 2024Q4: 32,239 shares; 2025Q1: not loaded; 2025Q2: 32,714 shares; 2025Q3: 31,312 shares; 2025Q4: 31,198 shares; 2026Q1: not loaded; 2026Q2: 29,359 shares 29,359 $7.87M 0.12% 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: 5,543 shares; 2024Q4: 7,260 shares; 2025Q1: not loaded; 2025Q2: 7,730 shares; 2025Q3: 8,161 shares; 2025Q4: 8,725 shares; 2026Q1: not loaded; 2026Q2: 65,861 shares 65,861 $7.87M 0.12% Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,580 shares; 2024Q4: 59,635 shares; 2025Q1: not loaded; 2025Q2: 56,284 shares; 2025Q3: 67,263 shares; 2025Q4: 68,500 shares; 2026Q1: not loaded; 2026Q2: 66,015 shares 66,015 $7.73M 0.12% 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: 58,398 shares; 2024Q4: 57,937 shares; 2025Q1: not loaded; 2025Q2: 66,737 shares; 2025Q3: 67,150 shares; 2025Q4: 78,857 shares; 2026Q1: not loaded; 2026Q2: 52,348 shares 52,348 $7.67M 0.12% Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,657 shares; 2024Q4: 66,119 shares; 2025Q1: not loaded; 2025Q2: 117,498 shares; 2025Q3: 156,511 shares; 2025Q4: 172,911 shares; 2026Q1: not loaded; 2026Q2: 197,140 shares 197,140 $7.61M 0.12% 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: 8,966 shares; 2024Q4: 9,391 shares; 2025Q1: not loaded; 2025Q2: 41,228 shares; 2025Q3: 46,410 shares; 2025Q4: 91,178 shares; 2026Q1: not loaded; 2026Q2: 75,318 shares 75,318 $7.56M 0.12% 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: 112,238 shares; 2024Q4: 75,988 shares; 2025Q1: not loaded; 2025Q2: 52,998 shares; 2025Q3: 52,663 shares; 2025Q4: 91,806 shares; 2026Q1: not loaded; 2026Q2: 104,863 shares 104,863 $7.54M 0.12% Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 70,154 shares; 2025Q3: 81,318 shares; 2025Q4: 149,045 shares; 2026Q1: not loaded; 2026Q2: 174,949 shares 174,949 $7.54M 0.12% Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,795 shares; 2024Q4: 12,928 shares; 2025Q1: not loaded; 2025Q2: 13,095 shares; 2025Q3: 255,003 shares; 2025Q4: 322,051 shares; 2026Q1: not loaded; 2026Q2: 333,212 shares 333,212 $7.45M 0.11% Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,414 shares; 2024Q4: 10,905 shares; 2025Q1: not loaded; 2025Q2: 23,892 shares; 2025Q3: 28,830 shares; 2025Q4: 42,861 shares; 2026Q1: not loaded; 2026Q2: 63,435 shares 63,435 $7.45M 0.11% 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: 17,581 shares; 2024Q4: 22,852 shares; 2025Q1: not loaded; 2025Q2: 46,132 shares; 2025Q3: 45,262 shares; 2025Q4: 35,796 shares; 2026Q1: not loaded; 2026Q2: 34,397 shares 34,397 $7.45M 0.11% 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: 26,880 shares; 2024Q4: 31,470 shares; 2025Q1: not loaded; 2025Q2: 87,151 shares; 2025Q3: 89,131 shares; 2025Q4: 137,928 shares; 2026Q1: not loaded; 2026Q2: 98,289 shares 98,289 $7.42M 0.11% 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: 7,493 shares; 2024Q4: 9,492 shares; 2025Q1: not loaded; 2025Q2: 11,944 shares; 2025Q3: 7,901 shares; 2025Q4: 9,079 shares; 2026Q1: not loaded; 2026Q2: 9,625 shares 9,625 $7.35M 0.11% Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,627 shares; 2024Q4: 17,820 shares; 2025Q1: not loaded; 2025Q2: 14,002 shares; 2025Q3: 17,631 shares; 2025Q4: 24,629 shares; 2026Q1: not loaded; 2026Q2: 21,885 shares 21,885 $7.33M 0.11% Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,416 shares; 2024Q4: 35,699 shares; 2025Q1: not loaded; 2025Q2: 31,039 shares; 2025Q3: 29,671 shares; 2025Q4: 122,420 shares; 2026Q1: not loaded; 2026Q2: 144,730 shares 144,730 $7.32M 0.11% Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,320 shares; 2024Q4: 17,570 shares; 2025Q1: not loaded; 2025Q2: 28,970 shares; 2025Q3: 47,236 shares; 2025Q4: 49,709 shares; 2026Q1: not loaded; 2026Q2: 64,319 shares 64,319 $7.31M 0.11% 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: 55,588 shares; 2024Q4: 65,570 shares; 2025Q1: not loaded; 2025Q2: 62,929 shares; 2025Q3: 65,098 shares; 2025Q4: 74,958 shares; 2026Q1: not loaded; 2026Q2: 91,283 shares 91,283 $7.3M 0.11% 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: 32,006 shares; 2024Q4: 45,935 shares; 2025Q1: not loaded; 2025Q2: 63,678 shares; 2025Q3: 66,959 shares; 2025Q4: 72,814 shares; 2026Q1: not loaded; 2026Q2: 77,569 shares 77,569 $7.15M 0.11% Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,388 shares; 2024Q4: 50,055 shares; 2025Q1: not loaded; 2025Q2: 37,130 shares; 2025Q3: 38,375 shares; 2025Q4: 38,986 shares; 2026Q1: not loaded; 2026Q2: 37,781 shares 37,781 $7.11M 0.11% 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: 93,183 shares; 2024Q4: 93,341 shares; 2025Q1: not loaded; 2025Q2: 125,354 shares; 2025Q3: 112,365 shares; 2025Q4: 148,675 shares; 2026Q1: not loaded; 2026Q2: 101,643 shares 101,643 $6.95M 0.11% 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: 13,438 shares; 2024Q4: 13,622 shares; 2025Q1: not loaded; 2025Q2: 33,407 shares; 2025Q3: 35,427 shares; 2025Q4: 35,733 shares; 2026Q1: not loaded; 2026Q2: 69,004 shares 69,004 $6.95M 0.11% 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: 11,125 shares; 2024Q4: 12,945 shares; 2025Q1: not loaded; 2025Q2: 14,240 shares; 2025Q3: 13,949 shares; 2025Q4: 18,113 shares; 2026Q1: not loaded; 2026Q2: 16,285 shares 16,285 $6.94M 0.11% 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: 59,847 shares; 2024Q4: 61,823 shares; 2025Q1: not loaded; 2025Q2: 72,812 shares; 2025Q3: 79,186 shares; 2025Q4: 93,763 shares; 2026Q1: not loaded; 2026Q2: 83,415 shares 83,415 $6.89M 0.11% 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: 38,207 shares; 2024Q4: 39,852 shares; 2025Q1: not loaded; 2025Q2: 38,428 shares; 2025Q3: 48,460 shares; 2025Q4: 56,890 shares; 2026Q1: not loaded; 2026Q2: 65,174 shares 65,174 $6.77M 0.1% 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: 59,531 shares; 2024Q4: 36,663 shares; 2025Q1: not loaded; 2025Q2: 37,688 shares; 2025Q3: 37,512 shares; 2025Q4: 59,704 shares; 2026Q1: not loaded; 2026Q2: 60,422 shares 60,422 $6.67M 0.1% 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: 20,893 shares; 2024Q4: 23,099 shares; 2025Q1: not loaded; 2025Q2: 20,038 shares; 2025Q3: 21,326 shares; 2025Q4: 19,877 shares; 2026Q1: not loaded; 2026Q2: 19,473 shares 19,473 $6.52M 0.1% 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: 18,992 shares; 2024Q4: 15,232 shares; 2025Q1: not loaded; 2025Q2: 17,050 shares; 2025Q3: 16,978 shares; 2025Q4: 24,896 shares; 2026Q1: not loaded; 2026Q2: 23,946 shares 23,946 $6.47M 0.1% Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 115,927 shares; 2025Q3: 118,967 shares; 2025Q4: 121,799 shares; 2026Q1: not loaded; 2026Q2: 185,348 shares 185,348 $6.33M 0.1% Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,573 shares; 2024Q4: 27,542 shares; 2025Q1: not loaded; 2025Q2: 12,275 shares; 2025Q3: 9,210 shares; 2025Q4: 50,042 shares; 2026Q1: not loaded; 2026Q2: 60,134 shares 60,134 $6.15M 0.09% Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 166,064 shares 166,064 $6.08M 0.09% 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: 56,610 shares; 2024Q4: 46,199 shares; 2025Q1: not loaded; 2025Q2: 49,825 shares; 2025Q3: 56,334 shares; 2025Q4: 62,827 shares; 2026Q1: not loaded; 2026Q2: 107,183 shares 107,183 $6.05M 0.09% 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: 54,993 shares; 2024Q4: 53,843 shares; 2025Q1: not loaded; 2025Q2: 59,945 shares; 2025Q3: 62,664 shares; 2025Q4: 54,459 shares; 2026Q1: not loaded; 2026Q2: 54,741 shares 54,741 $6.03M 0.09% 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: 21,710 shares; 2024Q4: 19,632 shares; 2025Q1: not loaded; 2025Q2: 19,075 shares; 2025Q3: 19,090 shares; 2025Q4: 32,597 shares; 2026Q1: not loaded; 2026Q2: 35,818 shares 35,818 $5.9M 0.09% Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,038 shares; 2024Q4: 20,988 shares; 2025Q1: not loaded; 2025Q2: 85,299 shares; 2025Q3: 103,366 shares; 2025Q4: 124,447 shares; 2026Q1: not loaded; 2026Q2: 215,533 shares 215,533 $5.89M 0.09% 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: 131,954 shares; 2024Q4: 136,159 shares; 2025Q1: not loaded; 2025Q2: 156,932 shares; 2025Q3: 185,769 shares; 2025Q4: 288,882 shares; 2026Q1: not loaded; 2026Q2: 284,219 shares 284,219 $5.88M 0.09% 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: 5,732 shares; 2024Q4: 6,496 shares; 2025Q1: not loaded; 2025Q2: 10,612 shares; 2025Q3: 11,196 shares; 2025Q4: 26,515 shares; 2026Q1: not loaded; 2026Q2: 19,696 shares 19,696 $5.87M 0.09% Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,758 shares; 2024Q4: 12,794 shares; 2025Q1: not loaded; 2025Q2: 10,973 shares; 2025Q3: 12,002 shares; 2025Q4: 16,183 shares; 2026Q1: not loaded; 2026Q2: 17,223 shares 17,223 $5.83M 0.09% Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 30,381 shares 30,381 $5.76M 0.09% Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,677 shares; 2024Q4: 142,511 shares; 2025Q1: not loaded; 2025Q2: 39,486 shares; 2025Q3: 38,628 shares; 2025Q4: 38,362 shares; 2026Q1: not loaded; 2026Q2: 76,376 shares 76,376 $5.73M 0.09% Timeline GGOV 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 113,395 shares 113,395 $5.7M 0.09% 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: 115,700 shares; 2024Q4: 119,182 shares; 2025Q1: not loaded; 2025Q2: 43,897 shares; 2025Q3: 44,005 shares; 2025Q4: 61,143 shares; 2026Q1: not loaded; 2026Q2: 58,992 shares 58,992 $5.69M 0.09% 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: 45,844 shares; 2024Q4: 57,241 shares; 2025Q1: not loaded; 2025Q2: 73,938 shares; 2025Q3: 77,091 shares; 2025Q4: 74,377 shares; 2026Q1: not loaded; 2026Q2: 78,687 shares 78,687 $5.68M 0.09% Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 792 shares; 2025Q1: not loaded; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 100,337 shares; 2026Q1: not loaded; 2026Q2: 100,207 shares 100,207 $5.6M 0.09% 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: 8,887 shares; 2024Q4: 9,212 shares; 2025Q1: not loaded; 2025Q2: 10,702 shares; 2025Q3: 11,146 shares; 2025Q4: 19,132 shares; 2026Q1: not loaded; 2026Q2: 27,790 shares 27,790 $5.49M 0.08% 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: 23,814 shares; 2024Q4: 27,612 shares; 2025Q1: not loaded; 2025Q2: 30,315 shares; 2025Q3: 29,408 shares; 2025Q4: 89,952 shares; 2026Q1: not loaded; 2026Q2: 94,816 shares 94,816 $5.46M 0.08% Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,753 shares; 2024Q4: 9,748 shares; 2025Q1: not loaded; 2025Q2: 22,460 shares; 2025Q3: 23,277 shares; 2025Q4: 25,758 shares; 2026Q1: not loaded; 2026Q2: 21,320 shares 21,320 $5.45M 0.08% 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: 1,913 shares; 2024Q4: 962 shares; 2025Q1: not loaded; 2025Q2: 877 shares; 2025Q3: 888 shares; 2025Q4: 2,263 shares; 2026Q1: not loaded; 2026Q2: 5,643 shares 5,643 $5.45M 0.08% 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: 22,464 shares; 2024Q4: 26,211 shares; 2025Q1: not loaded; 2025Q2: 40,763 shares; 2025Q3: 40,958 shares; 2025Q4: 38,732 shares; 2026Q1: not loaded; 2026Q2: 95,780 shares 95,780 $5.38M 0.08% 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: 37,776 shares; 2024Q4: 40,066 shares; 2025Q1: not loaded; 2025Q2: 35,281 shares; 2025Q3: 35,933 shares; 2025Q4: 73,694 shares; 2026Q1: not loaded; 2026Q2: 100,035 shares 100,035 $5.31M 0.08% Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,727 shares; 2024Q4: 41,251 shares; 2025Q1: not loaded; 2025Q2: 41,467 shares; 2025Q3: 38,690 shares; 2025Q4: 34,541 shares; 2026Q1: not loaded; 2026Q2: 103,912 shares 103,912 $5.3M 0.08% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,301 shares; 2024Q4: 43,368 shares; 2025Q1: not loaded; 2025Q2: 44,160 shares; 2025Q3: 45,662 shares; 2025Q4: 40,603 shares; 2026Q1: not loaded; 2026Q2: 44,901 shares 44,901 $5.28M 0.08% 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: 5,825 shares; 2025Q1: not loaded; 2025Q2: 5,428 shares; 2025Q3: 5,486 shares; 2025Q4: 5,557 shares; 2026Q1: not loaded; 2026Q2: 5,488 shares 5,488 $5.28M 0.08% Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 24,600 shares; 2025Q4: 291,597 shares; 2026Q1: not loaded; 2026Q2: 372,642 shares 372,642 $5.25M 0.08% 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: 14,860 shares; 2024Q4: 14,382 shares; 2025Q1: not loaded; 2025Q2: 12,943 shares; 2025Q3: 12,817 shares; 2025Q4: 24,219 shares; 2026Q1: not loaded; 2026Q2: 23,660 shares 23,660 $5.23M 0.08% 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: 24,476 shares; 2024Q4: 17,943 shares; 2025Q1: not loaded; 2025Q2: 59,839 shares; 2025Q3: 60,325 shares; 2025Q4: 68,806 shares; 2026Q1: not loaded; 2026Q2: 51,903 shares 51,903 $5.23M 0.08% 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: 6,523 shares; 2024Q4: 7,358 shares; 2025Q1: not loaded; 2025Q2: 8,032 shares; 2025Q3: 7,564 shares; 2025Q4: 14,604 shares; 2026Q1: not loaded; 2026Q2: 15,304 shares 15,304 $5.21M 0.08% 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: 60,492 shares; 2024Q4: 57,875 shares; 2025Q1: not loaded; 2025Q2: 49,510 shares; 2025Q3: 28,110 shares; 2025Q4: 32,452 shares; 2026Q1: not loaded; 2026Q2: 24,486 shares 24,486 $5.21M 0.08% Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,735 shares; 2024Q4: 100,247 shares; 2025Q1: not loaded; 2025Q2: 95,213 shares; 2025Q3: 100,525 shares; 2025Q4: 64,937 shares; 2026Q1: not loaded; 2026Q2: 100,221 shares 100,221 $5.2M 0.08% Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,043 shares; 2024Q4: 67,267 shares; 2025Q1: not loaded; 2025Q2: 41,435 shares; 2025Q3: 47,412 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 65,278 shares 65,278 $5.18M 0.08% Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,378 shares; 2024Q4: 13,832 shares; 2025Q1: not loaded; 2025Q2: 12,092 shares; 2025Q3: 13,217 shares; 2025Q4: 18,690 shares; 2026Q1: not loaded; 2026Q2: 21,048 shares 21,048 $5.18M 0.08% Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,348 shares; 2024Q4: 41,212 shares; 2025Q1: not loaded; 2025Q2: 38,811 shares; 2025Q3: 38,260 shares; 2025Q4: 37,970 shares; 2026Q1: not loaded; 2026Q2: 43,567 shares 43,567 $5.12M 0.08% 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: 8,570 shares; 2024Q4: 7,272 shares; 2025Q1: not loaded; 2025Q2: 10,727 shares; 2025Q3: 16,858 shares; 2025Q4: 28,883 shares; 2026Q1: not loaded; 2026Q2: 21,038 shares 21,038 $5.1M 0.08% Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 127,525 shares; 2025Q3: 134,799 shares; 2025Q4: 137,069 shares; 2026Q1: not loaded; 2026Q2: 105,564 shares 105,564 $5.1M 0.08% Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: not loaded; 2025Q2: 196 shares; 2025Q3: 2,812 shares; 2025Q4: 16,684 shares; 2026Q1: not loaded; 2026Q2: 18,339 shares 18,339 $5.06M 0.08% 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: 7,079 shares; 2024Q4: 7,440 shares; 2025Q1: not loaded; 2025Q2: 5,221 shares; 2025Q3: 6,535 shares; 2025Q4: 10,830 shares; 2026Q1: not loaded; 2026Q2: 12,564 shares 12,564 $4.99M 0.08% Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: not loaded; 2025Q2: 20,017 shares; 2025Q3: 22,647 shares; 2025Q4: 39,572 shares; 2026Q1: not loaded; 2026Q2: 112,887 shares 112,887 $4.94M 0.08% 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: 17,211 shares; 2024Q4: 22,337 shares; 2025Q1: not loaded; 2025Q2: 29,829 shares; 2025Q3: 20,843 shares; 2025Q4: 22,507 shares; 2026Q1: not loaded; 2026Q2: 19,322 shares 19,322 $4.87M 0.07% Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,195 shares; 2024Q4: 3,068 shares; 2025Q1: not loaded; 2025Q2: 3,965 shares; 2025Q3: 11,974 shares; 2025Q4: 16,272 shares; 2026Q1: not loaded; 2026Q2: 19,609 shares 19,609 $4.87M 0.07% Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,840 shares; 2024Q4: 54,430 shares; 2025Q1: not loaded; 2025Q2: 37,931 shares; 2025Q3: 36,810 shares; 2025Q4: 57,550 shares; 2026Q1: not loaded; 2026Q2: 64,390 shares 64,390 $4.79M 0.07% 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: 10,213 shares; 2024Q4: 9,237 shares; 2025Q1: not loaded; 2025Q2: 9,491 shares; 2025Q3: 9,167 shares; 2025Q4: 10,423 shares; 2026Q1: not loaded; 2026Q2: 9,385 shares 9,385 $4.78M 0.07% Timeline VIOV 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: 37,556 shares; 2024Q4: 37,039 shares; 2025Q1: not loaded; 2025Q2: 38,598 shares; 2025Q3: 39,826 shares; 2025Q4: 40,995 shares; 2026Q1: not loaded; 2026Q2: 40,708 shares 40,708 $4.78M 0.07% 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: 47,976 shares; 2024Q4: 62,360 shares; 2025Q1: not loaded; 2025Q2: 97,649 shares; 2025Q3: 110,360 shares; 2025Q4: 103,777 shares; 2026Q1: not loaded; 2026Q2: 109,787 shares 109,787 $4.74M 0.07% Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,795 shares; 2024Q4: 138,815 shares; 2025Q1: not loaded; 2025Q2: 61,953 shares; 2025Q3: 160,373 shares; 2025Q4: 212,267 shares; 2026Q1: not loaded; 2026Q2: 213,171 shares 213,171 $4.72M 0.07% 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: 11,733 shares; 2025Q1: not loaded; 2025Q2: 21,295 shares; 2025Q3: 18,580 shares; 2025Q4: 24,021 shares; 2026Q1: not loaded; 2026Q2: 27,708 shares 27,708 $4.71M 0.07% 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: 37,511 shares; 2024Q4: 39,160 shares; 2025Q1: not loaded; 2025Q2: 42,224 shares; 2025Q3: 42,200 shares; 2025Q4: 61,782 shares; 2026Q1: not loaded; 2026Q2: 77,669 shares 77,669 $4.69M 0.07% Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,744 shares; 2024Q4: 4,902 shares; 2025Q1: not loaded; 2025Q2: 6,320 shares; 2025Q3: 6,196 shares; 2025Q4: 7,616 shares; 2026Q1: not loaded; 2026Q2: 29,620 shares 29,620 $4.69M 0.07% 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: 1,035 shares; 2024Q4: 955 shares; 2025Q1: not loaded; 2025Q2: 739 shares; 2025Q3: 761 shares; 2025Q4: 1,007 shares; 2026Q1: not loaded; 2026Q2: 26,171 shares 26,171 $4.66M 0.07% 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: 15,530 shares; 2024Q4: 55,742 shares; 2025Q1: not loaded; 2025Q2: 58,884 shares; 2025Q3: 59,281 shares; 2025Q4: 59,184 shares; 2026Q1: not loaded; 2026Q2: 61,133 shares 61,133 $4.64M 0.07% Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 971 shares; 2024Q4: 1,589 shares; 2025Q1: not loaded; 2025Q2: 2,366 shares; 2025Q3: 2,156 shares; 2025Q4: 15,881 shares; 2026Q1: not loaded; 2026Q2: 19,066 shares 19,066 $4.63M 0.07% 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: 28,219 shares; 2024Q4: 28,836 shares; 2025Q1: not loaded; 2025Q2: 28,684 shares; 2025Q3: 33,584 shares; 2025Q4: 51,919 shares; 2026Q1: not loaded; 2026Q2: 59,031 shares 59,031 $4.62M 0.07% 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: 7,795 shares; 2024Q4: 7,909 shares; 2025Q1: not loaded; 2025Q2: 11,331 shares; 2025Q3: 14,464 shares; 2025Q4: 98,103 shares; 2026Q1: not loaded; 2026Q2: 108,328 shares 108,328 $4.59M 0.07% Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,628 shares; 2024Q4: 71,439 shares; 2025Q1: not loaded; 2025Q2: 103,463 shares; 2025Q3: 111,515 shares; 2025Q4: 113,212 shares; 2026Q1: not loaded; 2026Q2: 113,959 shares 113,959 $4.59M 0.07% 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: 8,612 shares; 2024Q4: 11,143 shares; 2025Q1: not loaded; 2025Q2: 19,435 shares; 2025Q3: 26,040 shares; 2025Q4: 26,723 shares; 2026Q1: not loaded; 2026Q2: 33,086 shares 33,086 $4.52M 0.07% Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,185 shares; 2024Q4: 1,819 shares; 2025Q1: not loaded; 2025Q2: 2,126 shares; 2025Q3: 2,505 shares; 2025Q4: 6,391 shares; 2026Q1: not loaded; 2026Q2: 8,629 shares 8,629 $4.48M 0.07% Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,352 shares; 2024Q4: 65,455 shares; 2025Q1: not loaded; 2025Q2: 53,842 shares; 2025Q3: 52,076 shares; 2025Q4: 165,907 shares; 2026Q1: not loaded; 2026Q2: 149,434 shares 149,434 $4.4M 0.07% Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,447 shares; 2024Q4: 22,502 shares; 2025Q1: not loaded; 2025Q2: 9,727 shares; 2025Q3: 8,207 shares; 2025Q4: 175,739 shares; 2026Q1: not loaded; 2026Q2: 172,780 shares 172,780 $4.4M 0.07% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,683 shares; 2024Q4: 51,350 shares; 2025Q1: not loaded; 2025Q2: 65,329 shares; 2025Q3: 53,387 shares; 2025Q4: 58,816 shares; 2026Q1: not loaded; 2026Q2: 42,917 shares 42,917 $4.39M 0.07% Timeline HBDC TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 177,387 shares 177,387 $4.38M 0.07% 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: 32,095 shares; 2024Q4: 42,686 shares; 2025Q1: not loaded; 2025Q2: 109,133 shares; 2025Q3: 105,140 shares; 2025Q4: 95,623 shares; 2026Q1: not loaded; 2026Q2: 90,786 shares 90,786 $4.37M 0.07% 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: 8,788 shares; 2024Q4: 8,982 shares; 2025Q1: not loaded; 2025Q2: 20,074 shares; 2025Q3: 17,867 shares; 2025Q4: 32,281 shares; 2026Q1: not loaded; 2026Q2: 34,604 shares 34,604 $4.37M 0.07% Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 85 shares; 2025Q1: not loaded; 2025Q2: 1,520 shares; 2025Q3: 2,591 shares; 2025Q4: 2,136 shares; 2026Q1: not loaded; 2026Q2: 5,200 shares 5,200 $4.36M 0.07% 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: 16,890 shares; 2024Q4: 17,153 shares; 2025Q1: not loaded; 2025Q2: 17,910 shares; 2025Q3: 19,261 shares; 2025Q4: 30,591 shares; 2026Q1: not loaded; 2026Q2: 32,142 shares 32,142 $4.35M 0.07% 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: 10,850 shares; 2024Q4: 10,671 shares; 2025Q1: not loaded; 2025Q2: 11,724 shares; 2025Q3: 11,076 shares; 2025Q4: 20,461 shares; 2026Q1: not loaded; 2026Q2: 19,722 shares 19,722 $4.35M 0.07% Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,505 shares; 2024Q4: 9,502 shares; 2025Q1: not loaded; 2025Q2: 9,438 shares; 2025Q3: 9,360 shares; 2025Q4: 10,522 shares; 2026Q1: not loaded; 2026Q2: 12,638 shares 12,638 $4.35M 0.07% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,329 shares; 2024Q4: 104,585 shares; 2025Q1: not loaded; 2025Q2: 135,857 shares; 2025Q3: 134,789 shares; 2025Q4: 216,502 shares; 2026Q1: not loaded; 2026Q2: 180,182 shares 180,182 $4.34M 0.07% Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,266 shares; 2024Q4: 86,237 shares; 2025Q1: not loaded; 2025Q2: 127,886 shares; 2025Q3: 134,463 shares; 2025Q4: 141,534 shares; 2026Q1: not loaded; 2026Q2: 172,311 shares 172,311 $4.31M 0.07% 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: 6,864 shares; 2024Q4: 7,713 shares; 2025Q1: not loaded; 2025Q2: 10,006 shares; 2025Q3: 11,698 shares; 2025Q4: 29,730 shares; 2026Q1: not loaded; 2026Q2: 27,477 shares 27,477 $4.31M 0.07% Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,311 shares; 2024Q4: 68,265 shares; 2025Q1: not loaded; 2025Q2: 113,211 shares; 2025Q3: 105,770 shares; 2025Q4: 159,299 shares; 2026Q1: not loaded; 2026Q2: 183,157 shares 183,157 $4.29M 0.07% Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 25,113 shares 25,113 $4.29M 0.07% Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,972 shares; 2024Q4: 67,286 shares; 2025Q1: not loaded; 2025Q2: 19,063 shares; 2025Q3: 32,051 shares; 2025Q4: 41,586 shares; 2026Q1: not loaded; 2026Q2: 44,418 shares 44,418 $4.29M 0.07% 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: 63,375 shares; 2024Q4: 70,294 shares; 2025Q1: not loaded; 2025Q2: 135,870 shares; 2025Q3: 101,536 shares; 2025Q4: 81,590 shares; 2026Q1: not loaded; 2026Q2: 79,897 shares 79,897 $4.28M 0.07% 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: 55,599 shares; 2024Q4: 56,019 shares; 2025Q1: not loaded; 2025Q2: 57,999 shares; 2025Q3: 65,140 shares; 2025Q4: 86,528 shares; 2026Q1: not loaded; 2026Q2: 85,849 shares 85,849 $4.28M 0.07% 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: 63 shares; 2025Q1: not loaded; 2025Q2: 7,778 shares; 2025Q3: 14,566 shares; 2025Q4: 24,972 shares; 2026Q1: not loaded; 2026Q2: 51,976 shares 51,976 $4.26M 0.07% 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: 144,530 shares; 2024Q4: 127,664 shares; 2025Q1: not loaded; 2025Q2: 127,467 shares; 2025Q3: 119,789 shares; 2025Q4: 102,855 shares; 2026Q1: not loaded; 2026Q2: 84,218 shares 84,218 $4.26M 0.07% Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,988 shares; 2024Q4: 45,343 shares; 2025Q1: not loaded; 2025Q2: 25,074 shares; 2025Q3: 26,545 shares; 2025Q4: 27,247 shares; 2026Q1: not loaded; 2026Q2: 33,826 shares 33,826 $4.22M 0.06% 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: 25,184 shares; 2024Q4: 22,752 shares; 2025Q1: not loaded; 2025Q2: 20,034 shares; 2025Q3: 19,780 shares; 2025Q4: 29,451 shares; 2026Q1: not loaded; 2026Q2: 31,067 shares 31,067 $4.21M 0.06% 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: 49,750 shares; 2024Q4: 49,148 shares; 2025Q1: not loaded; 2025Q2: 49,711 shares; 2025Q3: 46,546 shares; 2025Q4: 48,914 shares; 2026Q1: not loaded; 2026Q2: 48,290 shares 48,290 $4.2M 0.06% Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 321 shares; 2025Q1: not loaded; 2025Q2: 294 shares; 2025Q3: 2,209 shares; 2025Q4: 4,321 shares; 2026Q1: not loaded; 2026Q2: 4,885 shares 4,885 $4.19M 0.06% Timeline MLPA 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: 62,298 shares; 2024Q4: 99,379 shares; 2025Q1: not loaded; 2025Q2: 100,490 shares; 2025Q3: 104,090 shares; 2025Q4: 70,165 shares; 2026Q1: not loaded; 2026Q2: 78,469 shares 78,469 $4.17M 0.06% Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,605 shares; 2024Q4: 61,640 shares; 2025Q1: not loaded; 2025Q2: 48,341 shares; 2025Q3: 50,192 shares; 2025Q4: 49,267 shares; 2026Q1: not loaded; 2026Q2: 52,225 shares 52,225 $4.13M 0.06% 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: 55,717 shares; 2024Q4: 58,604 shares; 2025Q1: not loaded; 2025Q2: 65,845 shares; 2025Q3: 65,949 shares; 2025Q4: 79,525 shares; 2026Q1: not loaded; 2026Q2: 45,148 shares 45,148 $4.1M 0.06% Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 2,982 shares; 2025Q1: not loaded; 2025Q2: 3,142 shares; 2025Q3: 3,266 shares; 2025Q4: 7,221 shares; 2026Q1: not loaded; 2026Q2: 8,148 shares 8,148 $4.08M 0.06% 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 61,097 shares 61,097 $4.03M 0.06% 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: 11,220 shares; 2024Q4: 10,711 shares; 2025Q1: not loaded; 2025Q2: 10,681 shares; 2025Q3: 10,681 shares; 2025Q4: 14,537 shares; 2026Q1: not loaded; 2026Q2: 13,195 shares 13,195 $3.99M 0.06% 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: 12,593 shares; 2024Q4: 14,127 shares; 2025Q1: not loaded; 2025Q2: 20,158 shares; 2025Q3: 18,404 shares; 2025Q4: 23,443 shares; 2026Q1: not loaded; 2026Q2: 33,455 shares 33,455 $3.99M 0.06% Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,944 shares; 2024Q4: 87,200 shares; 2025Q1: not loaded; 2025Q2: 20,800 shares; 2025Q3: 29,630 shares; 2025Q4: 36,030 shares; 2026Q1: not loaded; 2026Q2: 44,195 shares 44,195 $3.94M 0.06% 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: 77,527 shares; 2024Q4: 74,630 shares; 2025Q1: not loaded; 2025Q2: 108,902 shares; 2025Q3: 83,969 shares; 2025Q4: 100,063 shares; 2026Q1: not loaded; 2026Q2: 73,407 shares 73,407 $3.93M 0.06% 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: 1,431 shares; 2024Q4: 1,738 shares; 2025Q1: not loaded; 2025Q2: 1,092 shares; 2025Q3: 2,012 shares; 2025Q4: 8,609 shares; 2026Q1: not loaded; 2026Q2: 7,609 shares 7,609 $3.92M 0.06% 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: 31,827 shares; 2024Q4: 28,979 shares; 2025Q1: not loaded; 2025Q2: 8,662 shares; 2025Q3: 46,705 shares; 2025Q4: 57,388 shares; 2026Q1: not loaded; 2026Q2: 45,337 shares 45,337 $3.92M 0.06% 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: 58,888 shares; 2024Q4: 37,562 shares; 2025Q1: not loaded; 2025Q2: 45,514 shares; 2025Q3: 45,324 shares; 2025Q4: 48,726 shares; 2026Q1: not loaded; 2026Q2: 40,690 shares 40,690 $3.92M 0.06% Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,007 shares; 2024Q4: 90,309 shares; 2025Q1: not loaded; 2025Q2: 133,131 shares; 2025Q3: 140,099 shares; 2025Q4: 147,394 shares; 2026Q1: not loaded; 2026Q2: 169,162 shares 169,162 $3.91M 0.06% 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: 11,684 shares; 2024Q4: 11,958 shares; 2025Q1: not loaded; 2025Q2: 17,021 shares; 2025Q3: 18,331 shares; 2025Q4: 54,389 shares; 2026Q1: not loaded; 2026Q2: 82,000 shares 82,000 $3.9M 0.06% Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,829 shares; 2024Q4: 123,985 shares; 2025Q1: not loaded; 2025Q2: 120,908 shares; 2025Q3: 121,707 shares; 2025Q4: 123,417 shares; 2026Q1: not loaded; 2026Q2: 112,278 shares 112,278 $3.89M 0.06% 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: 3,605 shares; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,807 shares; 2025Q3: 4,662 shares; 2025Q4: 5,580 shares; 2026Q1: not loaded; 2026Q2: 6,133 shares 6,133 $3.89M 0.06% Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,943 shares; 2024Q4: 3,009 shares; 2025Q1: not loaded; 2025Q2: 2,342 shares; 2025Q3: 2,348 shares; 2025Q4: 13,669 shares; 2026Q1: not loaded; 2026Q2: 11,471 shares 11,471 $3.89M 0.06% 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: 1,069 shares; 2024Q4: 1,290 shares; 2025Q1: not loaded; 2025Q2: 982 shares; 2025Q3: 1,095 shares; 2025Q4: 8,888 shares; 2026Q1: not loaded; 2026Q2: 9,838 shares 9,838 $3.88M 0.06% Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 648 shares; 2025Q1: not loaded; 2025Q2: 8,456 shares; 2025Q3: 24,031 shares; 2025Q4: 26,027 shares; 2026Q1: not loaded; 2026Q2: 30,006 shares 30,006 $3.84M 0.06% Timeline QDEC 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: 110,731 shares; 2024Q4: 112,380 shares; 2025Q1: not loaded; 2025Q2: 112,718 shares; 2025Q3: 112,055 shares; 2025Q4: 113,903 shares; 2026Q1: not loaded; 2026Q2: 107,571 shares 107,571 $3.83M 0.06% Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,628 shares; 2024Q4: 85,821 shares; 2025Q1: not loaded; 2025Q2: 39,071 shares; 2025Q3: 39,410 shares; 2025Q4: 45,047 shares; 2026Q1: not loaded; 2026Q2: 60,866 shares 60,866 $3.83M 0.06% Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,966 shares; 2024Q4: 140,530 shares; 2025Q1: not loaded; 2025Q2: 129,657 shares; 2025Q3: 144,226 shares; 2025Q4: 133,214 shares; 2026Q1: not loaded; 2026Q2: 131,714 shares 131,714 $3.81M 0.06% Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,554 shares; 2026Q1: not loaded; 2026Q2: 77,612 shares 77,612 $3.81M 0.06% Timeline XDEC 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: 122,607 shares; 2024Q4: 123,456 shares; 2025Q1: not loaded; 2025Q2: 85,296 shares; 2025Q3: 84,699 shares; 2025Q4: 86,337 shares; 2026Q1: not loaded; 2026Q2: 88,665 shares 88,665 $3.8M 0.06% Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,479 shares; 2024Q4: 112,349 shares; 2025Q1: not loaded; 2025Q2: 112,165 shares; 2025Q3: 117,457 shares; 2025Q4: 72,141 shares; 2026Q1: not loaded; 2026Q2: 82,195 shares 82,195 $3.8M 0.06% 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: 7,917 shares; 2024Q4: 11,785 shares; 2025Q1: not loaded; 2025Q2: 69,320 shares; 2025Q3: 94,195 shares; 2025Q4: 102,011 shares; 2026Q1: not loaded; 2026Q2: 137,957 shares 137,957 $3.79M 0.06% 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: 5,754 shares; 2024Q4: 6,198 shares; 2025Q1: not loaded; 2025Q2: 10,869 shares; 2025Q3: 12,618 shares; 2025Q4: 21,693 shares; 2026Q1: not loaded; 2026Q2: 27,690 shares 27,690 $3.79M 0.06% 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: 42,161 shares; 2024Q4: 47,687 shares; 2025Q1: not loaded; 2025Q2: 38,025 shares; 2025Q3: 38,915 shares; 2025Q4: 44,323 shares; 2026Q1: not loaded; 2026Q2: 61,151 shares 61,151 $3.76M 0.06% 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: 51,321 shares; 2024Q4: 42,170 shares; 2025Q1: not loaded; 2025Q2: 127,456 shares; 2025Q3: 125,916 shares; 2025Q4: 125,575 shares; 2026Q1: not loaded; 2026Q2: 122,492 shares 122,492 $3.73M 0.06% 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: 36,673 shares; 2024Q4: 39,876 shares; 2025Q1: not loaded; 2025Q2: 54,362 shares; 2025Q3: 59,991 shares; 2025Q4: 91,174 shares; 2026Q1: not loaded; 2026Q2: 83,959 shares 83,959 $3.73M 0.06% 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: 31,068 shares; 2024Q4: 29,517 shares; 2025Q1: not loaded; 2025Q2: 18,243 shares; 2025Q3: 17,840 shares; 2025Q4: 26,463 shares; 2026Q1: not loaded; 2026Q2: 20,119 shares 20,119 $3.72M 0.06% Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,906 shares; 2024Q4: 183,997 shares; 2025Q1: not loaded; 2025Q2: 182,967 shares; 2025Q3: 171,058 shares; 2025Q4: 156,399 shares; 2026Q1: not loaded; 2026Q2: 90,400 shares 90,400 $3.72M 0.06% 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: 46,299 shares; 2024Q4: 50,536 shares; 2025Q1: not loaded; 2025Q2: 56,041 shares; 2025Q3: 58,823 shares; 2025Q4: 71,789 shares; 2026Q1: not loaded; 2026Q2: 101,577 shares 101,577 $3.71M 0.06% 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: 20,705 shares; 2024Q4: 21,414 shares; 2025Q1: not loaded; 2025Q2: 22,612 shares; 2025Q3: 23,708 shares; 2025Q4: 28,968 shares; 2026Q1: not loaded; 2026Q2: 31,775 shares 31,775 $3.71M 0.06% Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,392 shares; 2025Q1: not loaded; 2025Q2: 2,084 shares; 2025Q3: 2,009 shares; 2025Q4: 3,512 shares; 2026Q1: not loaded; 2026Q2: 3,784 shares 3,784 $3.7M 0.06% Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 10,518 shares; 2025Q1: not loaded; 2025Q2: 16,882 shares; 2025Q3: 24,859 shares; 2025Q4: 38,435 shares; 2026Q1: not loaded; 2026Q2: 10,075 shares 10,075 $3.69M 0.06% 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: 1,735 shares; 2024Q4: 17,668 shares; 2025Q1: not loaded; 2025Q2: 17,465 shares; 2025Q3: 22,910 shares; 2025Q4: 39,731 shares; 2026Q1: not loaded; 2026Q2: 36,502 shares 36,502 $3.66M 0.06% Timeline SEIM 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: not reported; 2025Q1: not loaded; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 66,800 shares; 2026Q1: not loaded; 2026Q2: 64,659 shares 64,659 $3.63M 0.06% Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,597 shares; 2024Q4: 111,270 shares; 2025Q1: not loaded; 2025Q2: 97,722 shares; 2025Q3: 96,382 shares; 2025Q4: 95,374 shares; 2026Q1: not loaded; 2026Q2: 98,259 shares 98,259 $3.62M 0.06% Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,804 shares; 2024Q4: 2,024 shares; 2025Q1: not loaded; 2025Q2: 10,581 shares; 2025Q3: 11,413 shares; 2025Q4: 21,216 shares; 2026Q1: not loaded; 2026Q2: 18,018 shares 18,018 $3.61M 0.06% 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: 9,881 shares; 2024Q4: 10,592 shares; 2025Q1: not loaded; 2025Q2: 10,074 shares; 2025Q3: 10,731 shares; 2025Q4: 13,245 shares; 2026Q1: not loaded; 2026Q2: 33,124 shares 33,124 $3.61M 0.06% Timeline DDEC 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: 3,708 shares; 2024Q4: 3,417 shares; 2025Q1: not loaded; 2025Q2: 78,606 shares; 2025Q3: 75,619 shares; 2025Q4: 77,177 shares; 2026Q1: not loaded; 2026Q2: 75,622 shares 75,622 $3.58M 0.05% Timeline SEIV 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: not reported; 2025Q1: not loaded; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: 75,188 shares; 2026Q1: not loaded; 2026Q2: 73,903 shares 73,903 $3.55M 0.05% Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 21,299 shares; 2026Q1: not loaded; 2026Q2: 50,281 shares 50,281 $3.53M 0.05% 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: 1,604 shares; 2024Q4: 1,580 shares; 2025Q1: not loaded; 2025Q2: 12,439 shares; 2025Q3: 913 shares; 2025Q4: 272 shares; 2026Q1: not loaded; 2026Q2: 94,532 shares 94,532 $3.52M 0.05% Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,719 shares; 2024Q4: 29,684 shares; 2025Q1: not loaded; 2025Q2: 28,666 shares; 2025Q3: 28,845 shares; 2025Q4: 32,158 shares; 2026Q1: not loaded; 2026Q2: 33,892 shares 33,892 $3.51M 0.05% 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: 28,275 shares; 2024Q4: 28,645 shares; 2025Q1: not loaded; 2025Q2: 24,765 shares; 2025Q3: 20,994 shares; 2025Q4: 23,040 shares; 2026Q1: not loaded; 2026Q2: 22,074 shares 22,074 $3.5M 0.05% 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: 41,890 shares; 2024Q4: 38,638 shares; 2025Q1: not loaded; 2025Q2: 38,775 shares; 2025Q3: 45,181 shares; 2025Q4: 49,219 shares; 2026Q1: not loaded; 2026Q2: 44,795 shares 44,795 $3.49M 0.05% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,599 shares; 2024Q4: 9,580 shares; 2025Q1: not loaded; 2025Q2: 14,997 shares; 2025Q3: 13,706 shares; 2025Q4: 28,460 shares; 2026Q1: not loaded; 2026Q2: 33,216 shares 33,216 $3.45M 0.05% 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: 14,469 shares; 2024Q4: 13,526 shares; 2025Q1: not loaded; 2025Q2: 15,976 shares; 2025Q3: 16,515 shares; 2025Q4: 22,993 shares; 2026Q1: not loaded; 2026Q2: 23,444 shares 23,444 $3.43M 0.05% 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: 2,015 shares; 2024Q4: 3,217 shares; 2025Q1: not loaded; 2025Q2: 16,612 shares; 2025Q3: 17,923 shares; 2025Q4: 42,815 shares; 2026Q1: not loaded; 2026Q2: 34,952 shares 34,952 $3.43M 0.05% 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: 29,477 shares; 2024Q4: 30,471 shares; 2025Q1: not loaded; 2025Q2: 31,479 shares; 2025Q3: 31,500 shares; 2025Q4: 35,664 shares; 2026Q1: not loaded; 2026Q2: 35,557 shares 35,557 $3.43M 0.05% Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,531 shares; 2024Q4: 24,355 shares; 2025Q1: not loaded; 2025Q2: 35,789 shares; 2025Q3: 35,573 shares; 2025Q4: 50,105 shares; 2026Q1: not loaded; 2026Q2: 46,289 shares 46,289 $3.42M 0.05% Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,527 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 835 shares; 2025Q4: 2,688 shares; 2026Q1: not loaded; 2026Q2: 3,263 shares 3,263 $3.4M 0.05% Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 21 shares; 2025Q3: 42 shares; 2025Q4: 23,646 shares; 2026Q1: not loaded; 2026Q2: 22,956 shares 22,956 $3.4M 0.05% 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: 34,159 shares; 2024Q4: 34,828 shares; 2025Q1: not loaded; 2025Q2: 33,049 shares; 2025Q3: 32,899 shares; 2025Q4: 39,978 shares; 2026Q1: not loaded; 2026Q2: 40,793 shares 40,793 $3.36M 0.05% Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 83,516 shares; 2025Q3: 78,077 shares; 2025Q4: 59,609 shares; 2026Q1: not loaded; 2026Q2: 60,182 shares 60,182 $3.34M 0.05% 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: 37,435 shares; 2024Q4: 34,700 shares; 2025Q1: not loaded; 2025Q2: 42,284 shares; 2025Q3: 29,718 shares; 2025Q4: 69,421 shares; 2026Q1: not loaded; 2026Q2: 73,592 shares 73,592 $3.34M 0.05% Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,148 shares; 2024Q4: 16,761 shares; 2025Q1: not loaded; 2025Q2: 35,617 shares; 2025Q3: 33,516 shares; 2025Q4: 32,734 shares; 2026Q1: not loaded; 2026Q2: 79,553 shares 79,553 $3.33M 0.05% 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: 3,093 shares; 2024Q4: 5,613 shares; 2025Q1: not loaded; 2025Q2: 4,730 shares; 2025Q3: 5,194 shares; 2025Q4: 6,132 shares; 2026Q1: not loaded; 2026Q2: 4,653 shares 4,653 $3.32M 0.05% 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: 6,183 shares; 2024Q4: 7,052 shares; 2025Q1: not loaded; 2025Q2: 6,328 shares; 2025Q3: 6,961 shares; 2025Q4: 10,763 shares; 2026Q1: not loaded; 2026Q2: 10,532 shares 10,532 $3.32M 0.05% Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,561 shares; 2024Q4: 3,345 shares; 2025Q1: not loaded; 2025Q2: 58,490 shares; 2025Q3: 53,438 shares; 2025Q4: 71,201 shares; 2026Q1: not loaded; 2026Q2: 65,757 shares 65,757 $3.3M 0.05% 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: 56,452 shares; 2024Q4: 52,345 shares; 2025Q1: not loaded; 2025Q2: 61,976 shares; 2025Q3: 65,075 shares; 2025Q4: 68,266 shares; 2026Q1: not loaded; 2026Q2: 56,632 shares 56,632 $3.3M 0.05% Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,491 shares; 2024Q4: 4,315 shares; 2025Q1: not loaded; 2025Q2: 4,479 shares; 2025Q3: 4,614 shares; 2025Q4: 12,412 shares; 2026Q1: not loaded; 2026Q2: 14,473 shares 14,473 $3.28M 0.05% Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,534 shares; 2024Q4: 33,038 shares; 2025Q1: not loaded; 2025Q2: 38,395 shares; 2025Q3: 37,778 shares; 2025Q4: 49,499 shares; 2026Q1: not loaded; 2026Q2: 53,121 shares 53,121 $3.28M 0.05% 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: 5,680 shares; 2024Q4: 4,033 shares; 2025Q1: not loaded; 2025Q2: 3,445 shares; 2025Q3: 4,169 shares; 2025Q4: 5,208 shares; 2026Q1: not loaded; 2026Q2: 7,579 shares 7,579 $3.27M 0.05% Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,764 shares; 2024Q4: 3,465 shares; 2025Q1: not loaded; 2025Q2: 4,261 shares; 2025Q3: 4,282 shares; 2025Q4: 7,181 shares; 2026Q1: not loaded; 2026Q2: 12,769 shares 12,769 $3.26M 0.05% Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,664 shares; 2024Q4: 146,762 shares; 2025Q1: not loaded; 2025Q2: 133,802 shares; 2025Q3: 123,902 shares; 2025Q4: 117,461 shares; 2026Q1: not loaded; 2026Q2: 114,873 shares 114,873 $3.26M 0.05% 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: 4,383 shares; 2024Q4: 4,173 shares; 2025Q1: not loaded; 2025Q2: 34,077 shares; 2025Q3: 40,086 shares; 2025Q4: 39,256 shares; 2026Q1: not loaded; 2026Q2: 39,444 shares 39,444 $3.25M 0.05% Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 87 shares; 2025Q1: not loaded; 2025Q2: 78 shares; 2025Q3: 122 shares; 2025Q4: 4,000 shares; 2026Q1: not loaded; 2026Q2: 30,461 shares 30,461 $3.25M 0.05% 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: 42,450 shares; 2024Q4: 39,679 shares; 2025Q1: not loaded; 2025Q2: 35,555 shares; 2025Q3: 35,737 shares; 2025Q4: 35,113 shares; 2026Q1: not loaded; 2026Q2: 31,207 shares 31,207 $3.24M 0.05% 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: 3,640 shares; 2024Q4: 4,127 shares; 2025Q1: not loaded; 2025Q2: 4,413 shares; 2025Q3: 4,462 shares; 2025Q4: 4,753 shares; 2026Q1: not loaded; 2026Q2: 5,040 shares 5,040 $3.23M 0.05% Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,656 shares; 2024Q4: 4,362 shares; 2025Q1: not loaded; 2025Q2: 6,802 shares; 2025Q3: 8,877 shares; 2025Q4: 18,689 shares; 2026Q1: not loaded; 2026Q2: 18,238 shares 18,238 $3.22M 0.05% 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: 36,810 shares; 2024Q4: 31,838 shares; 2025Q1: not loaded; 2025Q2: 69,506 shares; 2025Q3: 59,855 shares; 2025Q4: 72,120 shares; 2026Q1: not loaded; 2026Q2: 86,928 shares 86,928 $3.2M 0.05% Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,524 shares; 2024Q4: 16,005 shares; 2025Q1: not loaded; 2025Q2: 2,267 shares; 2025Q3: 2,421 shares; 2025Q4: 10,563 shares; 2026Q1: not loaded; 2026Q2: 8,460 shares 8,460 $3.18M 0.05% Timeline DIEM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 81,554 shares; 2025Q3: 81,421 shares; 2025Q4: 139,511 shares; 2026Q1: not loaded; 2026Q2: 73,096 shares 73,096 $3.17M 0.05% Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 760 shares; 2025Q1: not loaded; 2025Q2: 1,036 shares; 2025Q3: 1,241 shares; 2025Q4: 10,906 shares; 2026Q1: not loaded; 2026Q2: 14,868 shares 14,868 $3.16M 0.05% 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: 19,271 shares; 2024Q4: 19,295 shares; 2025Q1: not loaded; 2025Q2: 19,966 shares; 2025Q3: 20,859 shares; 2025Q4: 21,812 shares; 2026Q1: not loaded; 2026Q2: 32,782 shares 32,782 $3.16M 0.05% Timeline BUYW 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: 7,780 shares; 2024Q4: 41,261 shares; 2025Q1: not loaded; 2025Q2: 109,516 shares; 2025Q3: 132,273 shares; 2025Q4: 167,572 shares; 2026Q1: not loaded; 2026Q2: 217,126 shares 217,126 $3.14M 0.05% 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: 3,419 shares; 2024Q4: 3,846 shares; 2025Q1: not loaded; 2025Q2: 4,430 shares; 2025Q3: 4,390 shares; 2025Q4: 7,762 shares; 2026Q1: not loaded; 2026Q2: 10,206 shares 10,206 $3.13M 0.05% Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,750 shares; 2025Q1: not loaded; 2025Q2: 5,111 shares; 2025Q3: 9,922 shares; 2025Q4: 12,895 shares; 2026Q1: not loaded; 2026Q2: 21,199 shares 21,199 $3.1M 0.05% Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,138 shares; 2024Q4: 210,098 shares; 2025Q1: not loaded; 2025Q2: 212,257 shares; 2025Q3: 202,065 shares; 2025Q4: 192,810 shares; 2026Q1: not loaded; 2026Q2: 161,577 shares 161,577 $3.09M 0.05% Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,654 shares; 2024Q4: 1,775 shares; 2025Q1: not loaded; 2025Q2: 5,801 shares; 2025Q3: 6,942 shares; 2025Q4: 10,258 shares; 2026Q1: not loaded; 2026Q2: 44,417 shares 44,417 $3.09M 0.05% Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,164 shares; 2024Q4: 67,425 shares; 2025Q1: not loaded; 2025Q2: 51,418 shares; 2025Q3: 53,204 shares; 2025Q4: 106,080 shares; 2026Q1: not loaded; 2026Q2: 84,976 shares 84,976 $3.07M 0.05% Timeline PFFD 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: 25,697 shares; 2024Q4: 23,358 shares; 2025Q1: not loaded; 2025Q2: 153,749 shares; 2025Q3: 148,712 shares; 2025Q4: 133,059 shares; 2026Q1: not loaded; 2026Q2: 163,943 shares 163,943 $3.06M 0.05% 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: 46,213 shares; 2024Q4: 93,717 shares; 2025Q1: not loaded; 2025Q2: 97,237 shares; 2025Q3: 102,117 shares; 2025Q4: 112,785 shares; 2026Q1: not loaded; 2026Q2: 110,060 shares 110,060 $3.05M 0.05% 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: 20,688 shares; 2024Q4: 41,990 shares; 2025Q1: not loaded; 2025Q2: 49,631 shares; 2025Q3: 49,510 shares; 2025Q4: 57,010 shares; 2026Q1: not loaded; 2026Q2: 49,202 shares 49,202 $3.05M 0.05% Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,448 shares; 2025Q1: not loaded; 2025Q2: 2,696 shares; 2025Q3: 3,597 shares; 2025Q4: 24,673 shares; 2026Q1: not loaded; 2026Q2: 43,390 shares 43,390 $3.04M 0.05% Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,227 shares; 2024Q4: 15,705 shares; 2025Q1: not loaded; 2025Q2: 21,261 shares; 2025Q3: 21,170 shares; 2025Q4: 21,807 shares; 2026Q1: not loaded; 2026Q2: 33,322 shares 33,322 $3.04M 0.05% Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 4,653 shares; 2025Q1: not loaded; 2025Q2: 3,165 shares; 2025Q3: 2,903 shares; 2025Q4: 4,400 shares; 2026Q1: not loaded; 2026Q2: 4,012 shares 4,012 $3.03M 0.05% Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,856 shares; 2025Q1: not loaded; 2025Q2: 2,361 shares; 2025Q3: 2,236 shares; 2025Q4: 5,412 shares; 2026Q1: not loaded; 2026Q2: 6,044 shares 6,044 $2.97M 0.05% 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: 12,586 shares; 2024Q4: 13,170 shares; 2025Q1: not loaded; 2025Q2: 16,205 shares; 2025Q3: 7,997 shares; 2025Q4: 19,690 shares; 2026Q1: not loaded; 2026Q2: 27,613 shares 27,613 $2.97M 0.05% Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,476 shares; 2024Q4: 28,261 shares; 2025Q1: not loaded; 2025Q2: 26,603 shares; 2025Q3: 27,392 shares; 2025Q4: 26,556 shares; 2026Q1: not loaded; 2026Q2: 38,944 shares 38,944 $2.96M 0.05% Timeline IFLN 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: 157,144 shares; 2024Q4: 150,301 shares; 2025Q1: not loaded; 2025Q2: 143,643 shares; 2025Q3: 152,308 shares; 2025Q4: 151,124 shares; 2026Q1: not loaded; 2026Q2: 160,215 shares 160,215 $2.93M 0.04% Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,751 shares; 2025Q1: not loaded; 2025Q2: 6,581 shares; 2025Q3: 6,583 shares; 2025Q4: 6,586 shares; 2026Q1: not loaded; 2026Q2: 106,225 shares 106,225 $2.91M 0.04% Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,625 shares; 2024Q4: 8,471 shares; 2025Q1: not loaded; 2025Q2: 6,867 shares; 2025Q3: 7,275 shares; 2025Q4: 25,044 shares; 2026Q1: not loaded; 2026Q2: 37,660 shares 37,660 $2.9M 0.04% Timeline SOXQ 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: 8,403 shares; 2024Q4: 7,973 shares; 2025Q1: not loaded; 2025Q2: 22,550 shares; 2025Q3: 23,129 shares; 2025Q4: 23,318 shares; 2026Q1: not loaded; 2026Q2: 25,606 shares 25,606 $2.87M 0.04% 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: 9,059 shares; 2024Q4: 10,142 shares; 2025Q1: not loaded; 2025Q2: 22,235 shares; 2025Q3: 21,575 shares; 2025Q4: 21,440 shares; 2026Q1: not loaded; 2026Q2: 26,280 shares 26,280 $2.87M 0.04% Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,945 shares; 2024Q4: 10,567 shares; 2025Q1: not loaded; 2025Q2: 10,747 shares; 2025Q3: 10,995 shares; 2025Q4: 10,945 shares; 2026Q1: not loaded; 2026Q2: 18,330 shares 18,330 $2.86M 0.04% 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: 22,264 shares; 2024Q4: 27,367 shares; 2025Q1: not loaded; 2025Q2: 27,433 shares; 2025Q3: 19,512 shares; 2025Q4: 44,900 shares; 2026Q1: not loaded; 2026Q2: 58,946 shares 58,946 $2.85M 0.04% Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,084 shares; 2024Q4: 3,161 shares; 2025Q1: not loaded; 2025Q2: 5,091 shares; 2025Q3: 5,286 shares; 2025Q4: 17,783 shares; 2026Q1: not loaded; 2026Q2: 19,520 shares 19,520 $2.85M 0.04% Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,781 shares; 2024Q4: 86,891 shares; 2025Q1: not loaded; 2025Q2: 62,295 shares; 2025Q3: 61,182 shares; 2025Q4: 64,621 shares; 2026Q1: not loaded; 2026Q2: 77,288 shares 77,288 $2.85M 0.04% 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: 40,352 shares; 2024Q4: 43,974 shares; 2025Q1: not loaded; 2025Q2: 47,638 shares; 2025Q3: 50,298 shares; 2025Q4: 51,938 shares; 2026Q1: not loaded; 2026Q2: 52,493 shares 52,493 $2.85M 0.04% Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,810 shares; 2024Q4: 15,279 shares; 2025Q1: not loaded; 2025Q2: 17,517 shares; 2025Q3: 15,007 shares; 2025Q4: 23,109 shares; 2026Q1: not loaded; 2026Q2: 27,309 shares 27,309 $2.83M 0.04% 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: 14,025 shares; 2024Q4: 15,366 shares; 2025Q1: not loaded; 2025Q2: 16,459 shares; 2025Q3: 19,592 shares; 2025Q4: 25,208 shares; 2026Q1: not loaded; 2026Q2: 17,943 shares 17,943 $2.81M 0.04% 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: 5,052 shares; 2024Q4: 5,697 shares; 2025Q1: not loaded; 2025Q2: 6,437 shares; 2025Q3: 7,059 shares; 2025Q4: 10,487 shares; 2026Q1: not loaded; 2026Q2: 10,780 shares 10,780 $2.81M 0.04% 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: 14,398 shares; 2024Q4: 33,181 shares; 2025Q1: not loaded; 2025Q2: 37,000 shares; 2025Q3: 36,242 shares; 2025Q4: 36,812 shares; 2026Q1: not loaded; 2026Q2: 37,040 shares 37,040 $2.77M 0.04% Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,629 shares; 2024Q4: 15,974 shares; 2025Q1: not loaded; 2025Q2: 15,448 shares; 2025Q3: 15,751 shares; 2025Q4: 20,973 shares; 2026Q1: not loaded; 2026Q2: 24,094 shares 24,094 $2.77M 0.04% Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,018 shares; 2024Q4: 6,392 shares; 2025Q1: not loaded; 2025Q2: 17,612 shares; 2025Q3: 9,726 shares; 2025Q4: 10,697 shares; 2026Q1: not loaded; 2026Q2: 15,657 shares 15,657 $2.77M 0.04% 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: 7,160 shares; 2024Q4: 16,161 shares; 2025Q1: not loaded; 2025Q2: 44,846 shares; 2025Q3: 48,544 shares; 2025Q4: 51,566 shares; 2026Q1: not loaded; 2026Q2: 98,870 shares 98,870 $2.76M 0.04% Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,389 shares; 2024Q4: 5,695 shares; 2025Q1: not loaded; 2025Q2: 6,023 shares; 2025Q3: 5,960 shares; 2025Q4: 6,006 shares; 2026Q1: not loaded; 2026Q2: 15,374 shares 15,374 $2.75M 0.04% Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,122 shares; 2024Q4: 4,167 shares; 2025Q1: not loaded; 2025Q2: 5,098 shares; 2025Q3: 5,921 shares; 2025Q4: 70,865 shares; 2026Q1: not loaded; 2026Q2: 60,601 shares 60,601 $2.73M 0.04% Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 3,347 shares; 2025Q1: not loaded; 2025Q2: 4,305 shares; 2025Q3: 4,253 shares; 2025Q4: 6,549 shares; 2026Q1: not loaded; 2026Q2: 6,668 shares 6,668 $2.73M 0.04% 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: 15 shares; 2024Q4: 313 shares; 2025Q1: not loaded; 2025Q2: 66,093 shares; 2025Q3: 80,018 shares; 2025Q4: 87,835 shares; 2026Q1: not loaded; 2026Q2: 34,310 shares 34,310 $2.72M 0.04% 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: 9,459 shares; 2024Q4: 9,449 shares; 2025Q1: not loaded; 2025Q2: 23,753 shares; 2025Q3: 25,823 shares; 2025Q4: 26,045 shares; 2026Q1: not loaded; 2026Q2: 27,537 shares 27,537 $2.71M 0.04% 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: 185 shares; 2024Q4: 17,951 shares; 2025Q1: not loaded; 2025Q2: 18,360 shares; 2025Q3: 17,480 shares; 2025Q4: 17,405 shares; 2026Q1: not loaded; 2026Q2: 17,762 shares 17,762 $2.7M 0.04% 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: 11,932 shares; 2024Q4: 39,342 shares; 2025Q1: not loaded; 2025Q2: 83,108 shares; 2025Q3: 79,041 shares; 2025Q4: 84,602 shares; 2026Q1: not loaded; 2026Q2: 105,021 shares 105,021 $2.69M 0.04% 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: 5,423 shares; 2024Q4: 6,408 shares; 2025Q1: not loaded; 2025Q2: 5,324 shares; 2025Q3: 5,292 shares; 2025Q4: 11,065 shares; 2026Q1: not loaded; 2026Q2: 18,594 shares 18,594 $2.69M 0.04% Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 2,828 shares; 2025Q1: not loaded; 2025Q2: 11,203 shares; 2025Q3: 31,183 shares; 2025Q4: 45,039 shares; 2026Q1: not loaded; 2026Q2: 65,149 shares 65,149 $2.69M 0.04% 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: 237 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,280 shares; 2026Q1: not loaded; 2026Q2: 52,493 shares 52,493 $2.67M 0.04% Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,274 shares; 2024Q4: 40,184 shares; 2025Q1: not loaded; 2025Q2: 31,640 shares; 2025Q3: 31,640 shares; 2025Q4: 28,432 shares; 2026Q1: not loaded; 2026Q2: 25,085 shares 25,085 $2.66M 0.04% 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: 9,507 shares; 2024Q4: 9,868 shares; 2025Q1: not loaded; 2025Q2: 11,408 shares; 2025Q3: 11,277 shares; 2025Q4: 10,975 shares; 2026Q1: not loaded; 2026Q2: 9,047 shares 9,047 $2.65M 0.04% 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: 2,980 shares; 2024Q4: 5,622 shares; 2025Q1: not loaded; 2025Q2: 67,371 shares; 2025Q3: 56,334 shares; 2025Q4: 48,002 shares; 2026Q1: not loaded; 2026Q2: 54,063 shares 54,063 $2.64M 0.04% Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,222 shares; 2024Q4: 3,780 shares; 2025Q1: not loaded; 2025Q2: 4,167 shares; 2025Q3: 3,960 shares; 2025Q4: 6,407 shares; 2026Q1: not loaded; 2026Q2: 6,349 shares 6,349 $2.64M 0.04% Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,994 shares; 2024Q4: 43,798 shares; 2025Q1: not loaded; 2025Q2: 45,889 shares; 2025Q3: 45,326 shares; 2025Q4: 47,608 shares; 2026Q1: not loaded; 2026Q2: 47,615 shares 47,615 $2.62M 0.04% 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: 7,718 shares; 2024Q4: 11,466 shares; 2025Q1: not loaded; 2025Q2: 9,877 shares; 2025Q3: 7,630 shares; 2025Q4: 13,656 shares; 2026Q1: not loaded; 2026Q2: 15,583 shares 15,583 $2.61M 0.04% Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,747 shares; 2024Q4: 40,292 shares; 2025Q1: not loaded; 2025Q2: 39,763 shares; 2025Q3: 39,649 shares; 2025Q4: 40,339 shares; 2026Q1: not loaded; 2026Q2: 40,222 shares 40,222 $2.6M 0.04% Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,286 shares; 2024Q4: 139,421 shares; 2025Q1: not loaded; 2025Q2: 177,767 shares; 2025Q3: 158,443 shares; 2025Q4: 170,866 shares; 2026Q1: not loaded; 2026Q2: 83,625 shares 83,625 $2.6M 0.04% Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 6,413 shares; 2025Q1: not loaded; 2025Q2: 2,174 shares; 2025Q3: 2,350 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 96,343 shares 96,343 $2.59M 0.04% 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 loaded; 2025Q2: 11,581 shares; 2025Q3: 13,784 shares; 2025Q4: 23,106 shares; 2026Q1: not loaded; 2026Q2: 52,822 shares 52,822 $2.58M 0.04% 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: 16,869 shares; 2024Q4: 12,645 shares; 2025Q1: not loaded; 2025Q2: 16,519 shares; 2025Q3: 15,202 shares; 2025Q4: 17,666 shares; 2026Q1: not loaded; 2026Q2: 17,918 shares 17,918 $2.57M 0.04% 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: 50,075 shares; 2024Q4: 47,247 shares; 2025Q1: not loaded; 2025Q2: 40,809 shares; 2025Q3: 60,907 shares; 2025Q4: 52,413 shares; 2026Q1: not loaded; 2026Q2: 34,698 shares 34,698 $2.56M 0.04% 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: 27,882 shares; 2024Q4: 29,033 shares; 2025Q1: not loaded; 2025Q2: 30,701 shares; 2025Q3: 30,817 shares; 2025Q4: 37,531 shares; 2026Q1: not loaded; 2026Q2: 27,556 shares 27,556 $2.54M 0.04% 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: 474 shares; 2024Q4: 567 shares; 2025Q1: not loaded; 2025Q2: 628 shares; 2025Q3: 698 shares; 2025Q4: 4,243 shares; 2026Q1: not loaded; 2026Q2: 5,177 shares 5,177 $2.54M 0.04% Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 329 shares; 2025Q1: not loaded; 2025Q2: 422 shares; 2025Q3: 448 shares; 2025Q4: 1,679 shares; 2026Q1: not loaded; 2026Q2: 6,699 shares 6,699 $2.54M 0.04% 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: 19,299 shares; 2024Q4: 21,312 shares; 2025Q1: not loaded; 2025Q2: 23,762 shares; 2025Q3: 23,620 shares; 2025Q4: 25,759 shares; 2026Q1: not loaded; 2026Q2: 26,365 shares 26,365 $2.52M 0.04% Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333 shares; 2024Q4: 3,667 shares; 2025Q1: not loaded; 2025Q2: 4,061 shares; 2025Q3: 5,240 shares; 2025Q4: 21,669 shares; 2026Q1: not loaded; 2026Q2: 37,540 shares 37,540 $2.49M 0.04% 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,026 shares; 2026Q1: not loaded; 2026Q2: 27,946 shares 27,946 $2.48M 0.04% Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,851 shares; 2024Q4: 244,840 shares; 2025Q1: not loaded; 2025Q2: 135,025 shares; 2025Q3: 140,443 shares; 2025Q4: 113,836 shares; 2026Q1: not loaded; 2026Q2: 103,935 shares 103,935 $2.46M 0.04% Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: 6,664 shares; 2025Q4: 68 shares; 2026Q1: not loaded; 2026Q2: 20,761 shares 20,761 $2.46M 0.04% Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,458 shares; 2024Q4: 5,547 shares; 2025Q1: not loaded; 2025Q2: 3,640 shares; 2025Q3: 3,518 shares; 2025Q4: 3,654 shares; 2026Q1: not loaded; 2026Q2: 3,483 shares 3,483 $2.45M 0.04% Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 3,206 shares; 2025Q1: not loaded; 2025Q2: 2,883 shares; 2025Q3: 3,079 shares; 2025Q4: 6,085 shares; 2026Q1: not loaded; 2026Q2: 10,273 shares 10,273 $2.44M 0.04% 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: 148,930 shares; 2024Q4: 121,345 shares; 2025Q1: not loaded; 2025Q2: 300,722 shares; 2025Q3: 289,547 shares; 2025Q4: 217,238 shares; 2026Q1: not loaded; 2026Q2: 225,466 shares 225,466 $2.44M 0.04% 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: 8,645 shares; 2024Q4: 12,129 shares; 2025Q1: not loaded; 2025Q2: 13,839 shares; 2025Q3: 13,673 shares; 2025Q4: 15,231 shares; 2026Q1: not loaded; 2026Q2: 18,335 shares 18,335 $2.44M 0.04% Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,110 shares; 2024Q4: 36,847 shares; 2025Q1: not loaded; 2025Q2: 44,521 shares; 2025Q3: 37,737 shares; 2025Q4: 54,502 shares; 2026Q1: not loaded; 2026Q2: 46,380 shares 46,380 $2.43M 0.04% 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: 2,907 shares; 2024Q4: 3,869 shares; 2025Q1: not loaded; 2025Q2: 7,186 shares; 2025Q3: 7,577 shares; 2025Q4: 16,828 shares; 2026Q1: not loaded; 2026Q2: 18,625 shares 18,625 $2.42M 0.04% Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 319 shares; 2025Q3: 685 shares; 2025Q4: 24,198 shares; 2026Q1: not loaded; 2026Q2: 19,845 shares 19,845 $2.41M 0.04% 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: 4,189 shares; 2024Q4: 3,708 shares; 2025Q1: not loaded; 2025Q2: 3,933 shares; 2025Q3: 3,796 shares; 2025Q4: 4,728 shares; 2026Q1: not loaded; 2026Q2: 6,211 shares 6,211 $2.4M 0.04% Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,010 shares; 2024Q4: 7,856 shares; 2025Q1: not loaded; 2025Q2: 10,144 shares; 2025Q3: 10,444 shares; 2025Q4: 11,933 shares; 2026Q1: not loaded; 2026Q2: 14,679 shares 14,679 $2.4M 0.04% Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,204 shares; 2024Q4: 18,925 shares; 2025Q1: not loaded; 2025Q2: 75,044 shares; 2025Q3: 83,835 shares; 2025Q4: 71,182 shares; 2026Q1: not loaded; 2026Q2: 52,424 shares 52,424 $2.4M 0.04% 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: 19,275 shares; 2024Q4: 20,607 shares; 2025Q1: not loaded; 2025Q2: 21,051 shares; 2025Q3: 22,754 shares; 2025Q4: 27,106 shares; 2026Q1: not loaded; 2026Q2: 24,972 shares 24,972 $2.39M 0.04% 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: 86,282 shares; 2024Q4: 109,600 shares; 2025Q1: not loaded; 2025Q2: 173,824 shares; 2025Q3: 195,474 shares; 2025Q4: 211,103 shares; 2026Q1: not loaded; 2026Q2: 107,010 shares 107,010 $2.39M 0.04% Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,355 shares; 2024Q4: 10,833 shares; 2025Q1: not loaded; 2025Q2: 11,578 shares; 2025Q3: 15,251 shares; 2025Q4: 16,059 shares; 2026Q1: not loaded; 2026Q2: 52,174 shares 52,174 $2.38M 0.04% Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,957 shares; 2024Q4: 421,123 shares; 2025Q1: not loaded; 2025Q2: 427,337 shares; 2025Q3: 408,812 shares; 2025Q4: 476,637 shares; 2026Q1: not loaded; 2026Q2: 408,648 shares 408,648 $2.38M 0.04% Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,934 shares; 2024Q4: 22,113 shares; 2025Q1: not loaded; 2025Q2: 21,581 shares; 2025Q3: 22,537 shares; 2025Q4: 22,322 shares; 2026Q1: not loaded; 2026Q2: 21,399 shares 21,399 $2.37M 0.04% Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,311 shares; 2024Q4: 20,148 shares; 2025Q1: not loaded; 2025Q2: 20,249 shares; 2025Q3: 22,030 shares; 2025Q4: 25,803 shares; 2026Q1: not loaded; 2026Q2: 31,842 shares 31,842 $2.37M 0.04% 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: 26,741 shares; 2024Q4: 26,742 shares; 2025Q1: not loaded; 2025Q2: 22,734 shares; 2025Q3: 23,259 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 8,351 shares 8,351 $2.36M 0.04% Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,833 shares; 2024Q4: 9,401 shares; 2025Q1: not loaded; 2025Q2: 9,259 shares; 2025Q3: 9,503 shares; 2025Q4: 11,663 shares; 2026Q1: not loaded; 2026Q2: 8,472 shares 8,472 $2.36M 0.04% 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: 309 shares; 2024Q4: 309 shares; 2025Q1: not loaded; 2025Q2: 2,805 shares; 2025Q3: 10,142 shares; 2025Q4: 43,688 shares; 2026Q1: not loaded; 2026Q2: 62,823 shares 62,823 $2.36M 0.04% 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: 1,849 shares; 2024Q4: 2,125 shares; 2025Q1: not loaded; 2025Q2: 2,171 shares; 2025Q3: 2,342 shares; 2025Q4: 5,959 shares; 2026Q1: not loaded; 2026Q2: 6,586 shares 6,586 $2.33M 0.04% Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 13,425 shares; 2025Q1: not loaded; 2025Q2: 7,006 shares; 2025Q3: 8,871 shares; 2025Q4: 15,177 shares; 2026Q1: not loaded; 2026Q2: 10,558 shares 10,558 $2.33M 0.04% 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: 11,496 shares; 2024Q4: 12,251 shares; 2025Q1: not loaded; 2025Q2: 11,396 shares; 2025Q3: 12,715 shares; 2025Q4: 11,413 shares; 2026Q1: not loaded; 2026Q2: 11,249 shares 11,249 $2.33M 0.04% Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,204 shares; 2024Q4: 11,461 shares; 2025Q1: not loaded; 2025Q2: 14,043 shares; 2025Q3: 13,854 shares; 2025Q4: 23,095 shares; 2026Q1: not loaded; 2026Q2: 24,773 shares 24,773 $2.32M 0.04% Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,544 shares; 2025Q1: not loaded; 2025Q2: 4,593 shares; 2025Q3: 14,781 shares; 2025Q4: 22,763 shares; 2026Q1: not loaded; 2026Q2: 33,043 shares 33,043 $2.31M 0.04% Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,328 shares; 2024Q4: 9,045 shares; 2025Q1: not loaded; 2025Q2: 9,189 shares; 2025Q3: 8,970 shares; 2025Q4: 9,866 shares; 2026Q1: not loaded; 2026Q2: 9,771 shares 9,771 $2.31M 0.04% Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,309 shares; 2024Q4: 30,740 shares; 2025Q1: not loaded; 2025Q2: 47,447 shares; 2025Q3: 55,214 shares; 2025Q4: 106,645 shares; 2026Q1: not loaded; 2026Q2: 45,509 shares 45,509 $2.3M 0.04% Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,040 shares; 2024Q4: 57,852 shares; 2025Q1: not loaded; 2025Q2: 57,464 shares; 2025Q3: 62,107 shares; 2025Q4: 74,661 shares; 2026Q1: not loaded; 2026Q2: 45,853 shares 45,853 $2.3M 0.04% Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,710 shares; 2024Q4: 11,502 shares; 2025Q1: not loaded; 2025Q2: 12,547 shares; 2025Q3: 12,549 shares; 2025Q4: 15,231 shares; 2026Q1: not loaded; 2026Q2: 23,922 shares 23,922 $2.3M 0.04% 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: 113,136 shares; 2024Q4: 109,887 shares; 2025Q1: not loaded; 2025Q2: 113,861 shares; 2025Q3: 109,524 shares; 2025Q4: 110,640 shares; 2026Q1: not loaded; 2026Q2: 57,761 shares 57,761 $2.29M 0.03% Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,754 shares; 2024Q4: 15,149 shares; 2025Q1: not loaded; 2025Q2: 10,422 shares; 2025Q3: 11,153 shares; 2025Q4: 18,005 shares; 2026Q1: not loaded; 2026Q2: 14,108 shares 14,108 $2.28M 0.03% 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: 3,446 shares; 2024Q4: 5,466 shares; 2025Q1: not loaded; 2025Q2: 42,478 shares; 2025Q3: 45,347 shares; 2025Q4: 50,484 shares; 2026Q1: not loaded; 2026Q2: 86,104 shares 86,104 $2.28M 0.03% 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: 1,774 shares; 2024Q4: 1,738 shares; 2025Q1: not loaded; 2025Q2: 36,356 shares; 2025Q3: 38,288 shares; 2025Q4: 38,916 shares; 2026Q1: not loaded; 2026Q2: 43,585 shares 43,585 $2.28M 0.03% 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: 32,885 shares; 2024Q4: 33,247 shares; 2025Q1: not loaded; 2025Q2: 29,527 shares; 2025Q3: 29,143 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 24,203 shares 24,203 $2.27M 0.03% Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,519 shares; 2024Q4: 7,267 shares; 2025Q1: not loaded; 2025Q2: 8,190 shares; 2025Q3: 8,645 shares; 2025Q4: 9,746 shares; 2026Q1: not loaded; 2026Q2: 14,442 shares 14,442 $2.27M 0.03% 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: 4,232 shares; 2024Q4: 4,103 shares; 2025Q1: not loaded; 2025Q2: 6,160 shares; 2025Q3: 6,098 shares; 2025Q4: 13,940 shares; 2026Q1: not loaded; 2026Q2: 14,343 shares 14,343 $2.24M 0.03% Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 121 shares; 2025Q1: not loaded; 2025Q2: 319 shares; 2025Q3: 229 shares; 2025Q4: 1,778 shares; 2026Q1: not loaded; 2026Q2: 9,302 shares 9,302 $2.24M 0.03% 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: 614 shares; 2024Q4: 7,276 shares; 2025Q1: not loaded; 2025Q2: 6,876 shares; 2025Q3: 9,596 shares; 2025Q4: 8,670 shares; 2026Q1: not loaded; 2026Q2: 13,024 shares 13,024 $2.22M 0.03% Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,478 shares; 2024Q4: 16,184 shares; 2025Q1: not loaded; 2025Q2: 16,443 shares; 2025Q3: 16,445 shares; 2025Q4: 17,388 shares; 2026Q1: not loaded; 2026Q2: 15,542 shares 15,542 $2.21M 0.03% 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: 13,015 shares; 2024Q4: 14,741 shares; 2025Q1: not loaded; 2025Q2: 14,376 shares; 2025Q3: 14,490 shares; 2025Q4: 18,079 shares; 2026Q1: not loaded; 2026Q2: 24,520 shares 24,520 $2.2M 0.03% 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: 57,121 shares; 2024Q4: 57,842 shares; 2025Q1: not loaded; 2025Q2: 63,551 shares; 2025Q3: 58,331 shares; 2025Q4: 78,562 shares; 2026Q1: not loaded; 2026Q2: 88,885 shares 88,885 $2.18M 0.03% Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 498 shares; 2025Q1: not loaded; 2025Q2: 25,841 shares; 2025Q3: 27,531 shares; 2025Q4: 29,058 shares; 2026Q1: not loaded; 2026Q2: 71,114 shares 71,114 $2.18M 0.03% 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: 31,619 shares; 2024Q4: 34,033 shares; 2025Q1: not loaded; 2025Q2: 34,306 shares; 2025Q3: 18,645 shares; 2025Q4: 15,154 shares; 2026Q1: not loaded; 2026Q2: 14,164 shares 14,164 $2.16M 0.03% 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: 6,772 shares; 2024Q4: 6,025 shares; 2025Q1: not loaded; 2025Q2: 13,358 shares; 2025Q3: 15,030 shares; 2025Q4: 17,533 shares; 2026Q1: not loaded; 2026Q2: 18,349 shares 18,349 $2.15M 0.03% Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 78 shares; 2025Q1: not loaded; 2025Q2: 192 shares; 2025Q3: 135 shares; 2025Q4: 12,107 shares; 2026Q1: not loaded; 2026Q2: 46,705 shares 46,705 $2.15M 0.03% Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,149 shares; 2024Q4: 31,395 shares; 2025Q1: not loaded; 2025Q2: 29,010 shares; 2025Q3: 20,062 shares; 2025Q4: 17,588 shares; 2026Q1: not loaded; 2026Q2: 20,867 shares 20,867 $2.13M 0.03% Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,572 shares; 2026Q1: not loaded; 2026Q2: 42,252 shares 42,252 $2.13M 0.03% Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,238 shares; 2024Q4: 996 shares; 2025Q1: not loaded; 2025Q2: 4,022 shares; 2025Q3: 4,797 shares; 2025Q4: 18,717 shares; 2026Q1: not loaded; 2026Q2: 19,937 shares 19,937 $2.12M 0.03% 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: 2,805 shares; 2024Q4: 3,807 shares; 2025Q1: not loaded; 2025Q2: 4,459 shares; 2025Q3: 4,187 shares; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 13,784 shares 13,784 $2.12M 0.03% Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 21,229 shares; 2025Q4: 68,077 shares; 2026Q1: not loaded; 2026Q2: 72,332 shares 72,332 $2.12M 0.03% Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,023 shares; 2024Q4: 35,080 shares; 2025Q1: not loaded; 2025Q2: 34,800 shares; 2025Q3: 35,780 shares; 2025Q4: 47,993 shares; 2026Q1: not loaded; 2026Q2: 50,647 shares 50,647 $2.11M 0.03% Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,989 shares; 2024Q4: 13,704 shares; 2025Q1: not loaded; 2025Q2: 17,601 shares; 2025Q3: 19,043 shares; 2025Q4: 13,467 shares; 2026Q1: not loaded; 2026Q2: 20,622 shares 20,622 $2.11M 0.03% 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: 607 shares; 2024Q4: 1,107 shares; 2025Q1: not loaded; 2025Q2: 2,504 shares; 2025Q3: 4,380 shares; 2025Q4: 6,287 shares; 2026Q1: not loaded; 2026Q2: 7,834 shares 7,834 $2.11M 0.03% Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,091 shares; 2024Q4: 45,273 shares; 2025Q1: not loaded; 2025Q2: 68,645 shares; 2025Q3: 65,382 shares; 2025Q4: 85,262 shares; 2026Q1: not loaded; 2026Q2: 86,863 shares 86,863 $2.1M 0.03% Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: not loaded; 2025Q2: 285 shares; 2025Q3: 245 shares; 2025Q4: 247 shares; 2026Q1: not loaded; 2026Q2: 16,271 shares 16,271 $2.08M 0.03% Timeline BKLN 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: 58,631 shares; 2024Q4: 42,837 shares; 2025Q1: not loaded; 2025Q2: 58,046 shares; 2025Q3: 75,608 shares; 2025Q4: 107,727 shares; 2026Q1: not loaded; 2026Q2: 102,078 shares 102,078 $2.08M 0.03% 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: 933 shares; 2024Q4: 1,654 shares; 2025Q1: not loaded; 2025Q2: 3,450 shares; 2025Q3: 3,486 shares; 2025Q4: 2,967 shares; 2026Q1: not loaded; 2026Q2: 5,627 shares 5,627 $2.05M 0.03% Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 961 shares; 2025Q1: not loaded; 2025Q2: 592 shares; 2025Q3: 495 shares; 2025Q4: 1,575 shares; 2026Q1: not loaded; 2026Q2: 1,507 shares 1,507 $2.05M 0.03% Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,058 shares; 2024Q4: 3,667 shares; 2025Q1: not loaded; 2025Q2: 3,732 shares; 2025Q3: 3,786 shares; 2025Q4: 3,869 shares; 2026Q1: not loaded; 2026Q2: 3,916 shares 3,916 $2.05M 0.03% 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: 9,092 shares; 2024Q4: 9,140 shares; 2025Q1: not loaded; 2025Q2: 10,310 shares; 2025Q3: 8,889 shares; 2025Q4: 11,681 shares; 2026Q1: not loaded; 2026Q2: 12,029 shares 12,029 $2.03M 0.03% Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 263 shares; 2025Q1: not loaded; 2025Q2: 225 shares; 2025Q3: 385 shares; 2025Q4: 642 shares; 2026Q1: not loaded; 2026Q2: 45,132 shares 45,132 $2.03M 0.03% Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,904 shares; 2024Q4: 25,823 shares; 2025Q1: not loaded; 2025Q2: 30,978 shares; 2025Q3: 31,989 shares; 2025Q4: 32,870 shares; 2026Q1: not loaded; 2026Q2: 39,686 shares 39,686 $2.03M 0.03% Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,859 shares; 2024Q4: 63,277 shares; 2025Q1: not loaded; 2025Q2: 69,314 shares; 2025Q3: 109,269 shares; 2025Q4: 118,413 shares; 2026Q1: not loaded; 2026Q2: 170,190 shares 170,190 $2.02M 0.03% Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,092 shares; 2024Q4: 23,948 shares; 2025Q1: not loaded; 2025Q2: 25,560 shares; 2025Q3: 24,843 shares; 2025Q4: 25,723 shares; 2026Q1: not loaded; 2026Q2: 19,624 shares 19,624 $2.02M 0.03% Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,365 shares; 2024Q4: 19,103 shares; 2025Q1: not loaded; 2025Q2: 33,910 shares; 2025Q3: 42,017 shares; 2025Q4: 47,213 shares; 2026Q1: not loaded; 2026Q2: 42,090 shares 42,090 $2.02M 0.03% Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 22 shares; 2025Q1: not loaded; 2025Q2: 30,288 shares; 2025Q3: 32,217 shares; 2025Q4: 33,092 shares; 2026Q1: not loaded; 2026Q2: 49,507 shares 49,507 $2.01M 0.03% Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,147 shares; 2024Q4: 73,483 shares; 2025Q1: not loaded; 2025Q2: 49,944 shares; 2025Q3: 49,101 shares; 2025Q4: 33,102 shares; 2026Q1: not loaded; 2026Q2: 33,973 shares 33,973 $2.01M 0.03% Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,717 shares; 2024Q4: 12,901 shares; 2025Q1: not loaded; 2025Q2: 13,837 shares; 2025Q3: 14,436 shares; 2025Q4: 15,473 shares; 2026Q1: not loaded; 2026Q2: 20,401 shares 20,401 $2.01M 0.03% Timeline FIW 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: 5,316 shares; 2024Q4: 4,101 shares; 2025Q1: not loaded; 2025Q2: 6,067 shares; 2025Q3: 6,672 shares; 2025Q4: 18,103 shares; 2026Q1: not loaded; 2026Q2: 18,312 shares 18,312 $2.01M 0.03% Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: not loaded; 2026Q2: 28,508 shares 28,508 $1.99M 0.03% Timeline VDE 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: 6,220 shares; 2024Q4: 8,107 shares; 2025Q1: not loaded; 2025Q2: 10,177 shares; 2025Q3: 10,472 shares; 2025Q4: 12,442 shares; 2026Q1: not loaded; 2026Q2: 13,137 shares 13,137 $1.97M 0.03% Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,855 shares; 2024Q4: 10,182 shares; 2025Q1: not loaded; 2025Q2: 10,444 shares; 2025Q3: 12,055 shares; 2025Q4: 39,359 shares; 2026Q1: not loaded; 2026Q2: 20,436 shares 20,436 $1.97M 0.03% Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,759 shares; 2024Q4: 18,026 shares; 2025Q1: not loaded; 2025Q2: 16,771 shares; 2025Q3: 17,223 shares; 2025Q4: 29,251 shares; 2026Q1: not loaded; 2026Q2: 27,059 shares 27,059 $1.97M 0.03% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,651 shares; 2024Q4: 11,219 shares; 2025Q1: not loaded; 2025Q2: 19,069 shares; 2025Q3: 21,682 shares; 2025Q4: 24,100 shares; 2026Q1: not loaded; 2026Q2: 17,150 shares 17,150 $1.96M 0.03% Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,987 shares; 2024Q4: 8,814 shares; 2025Q1: not loaded; 2025Q2: 8,179 shares; 2025Q3: 9,653 shares; 2025Q4: 23,814 shares; 2026Q1: not loaded; 2026Q2: 20,581 shares 20,581 $1.96M 0.03% 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: 401 shares; 2024Q4: 384 shares; 2025Q1: not loaded; 2025Q2: 210 shares; 2025Q3: 152 shares; 2025Q4: 1,298 shares; 2026Q1: not loaded; 2026Q2: 7,316 shares 7,316 $1.95M 0.03% Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,468 shares; 2025Q1: not loaded; 2025Q2: 2,024 shares; 2025Q3: 2,074 shares; 2025Q4: 6,996 shares; 2026Q1: not loaded; 2026Q2: 8,728 shares 8,728 $1.95M 0.03% 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: 211 shares; 2024Q4: 220 shares; 2025Q1: not loaded; 2025Q2: 120 shares; 2025Q3: 75 shares; 2025Q4: 4,094 shares; 2026Q1: not loaded; 2026Q2: 7,173 shares 7,173 $1.95M 0.03% Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 1,926 shares; 2025Q1: not loaded; 2025Q2: 2,205 shares; 2025Q3: 2,333 shares; 2025Q4: 4,345 shares; 2026Q1: not loaded; 2026Q2: 3,925 shares 3,925 $1.95M 0.03% 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: 20,979 shares; 2024Q4: 4,959 shares; 2025Q1: not loaded; 2025Q2: 6,879 shares; 2025Q3: 7,737 shares; 2025Q4: 8,677 shares; 2026Q1: not loaded; 2026Q2: 20,857 shares 20,857 $1.95M 0.03% Timeline