AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,234 shares; 2024Q4: 338,411 shares; 2025Q1: 424,273 shares; 2025Q2: 432,458 shares; 2025Q3: 408,865 shares; 2025Q4: 432,769 shares; 2026Q1: 485,256 shares; 2026Q2: 484,958 shares 484,958 $140M 2.53% -298 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: 259,094 shares; 2024Q4: 348,845 shares; 2025Q1: 378,353 shares; 2025Q2: 379,494 shares; 2025Q3: 374,066 shares; 2025Q4: 539,517 shares; 2026Q1: 651,842 shares; 2026Q2: 663,778 shares 663,778 $133M 2.4% +11,936 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: 106,233 shares; 2024Q4: 100,081 shares; 2025Q1: 130,369 shares; 2025Q2: 90,336 shares; 2025Q3: 92,954 shares; 2025Q4: 96,489 shares; 2026Q1: 94,747 shares; 2026Q2: 108,639 shares 108,639 $80M 1.44% +13,892 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: 124,953 shares; 2024Q4: 157,452 shares; 2025Q1: 168,579 shares; 2025Q2: 163,455 shares; 2025Q3: 165,042 shares; 2025Q4: 273,684 shares; 2026Q1: 330,873 shares; 2026Q2: 328,243 shares 328,243 $78.2M 1.41% -2,630 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: 77,314 shares; 2024Q4: 91,951 shares; 2025Q1: 103,663 shares; 2025Q2: 101,739 shares; 2025Q3: 107,620 shares; 2025Q4: 123,579 shares; 2026Q1: 174,800 shares; 2026Q2: 180,462 shares 180,462 $67.3M 1.22% +5,662 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: 34,184 shares; 2024Q4: 60,367 shares; 2025Q1: 77,886 shares; 2025Q2: 81,349 shares; 2025Q3: 88,723 shares; 2025Q4: 192,045 shares; 2026Q1: 219,615 shares; 2026Q2: 188,042 shares 188,042 $66.4M 1.2% -31,573 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: 119,912 shares; 2024Q4: 117,568 shares; 2025Q1: 160,817 shares; 2025Q2: 113,281 shares; 2025Q3: 126,726 shares; 2025Q4: 127,121 shares; 2026Q1: 131,782 shares; 2026Q2: 742,981 shares 742,981 $64M 1.16% +611,199 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: 121,003 shares; 2024Q4: 135,448 shares; 2025Q1: 125,235 shares; 2025Q2: 122,414 shares; 2025Q3: 128,814 shares; 2025Q4: 140,538 shares; 2026Q1: 165,774 shares; 2026Q2: 168,260 shares 168,260 $60.1M 1.09% +2,486 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: 84,766 shares; 2024Q4: 115,087 shares; 2025Q1: 60,401 shares; 2025Q2: 86,255 shares; 2025Q3: 88,761 shares; 2025Q4: 94,572 shares; 2026Q1: 88,760 shares; 2026Q2: 76,832 shares 76,832 $57.4M 1.04% -11,928 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,689 shares; 2024Q4: 528,452 shares; 2025Q1: 550,771 shares; 2025Q2: 561,432 shares; 2025Q3: 572,793 shares; 2025Q4: 551,439 shares; 2026Q1: 539,854 shares; 2026Q2: 632,889 shares 632,889 $55.6M 1% +93,035 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: 53,900 shares; 2024Q4: 65,172 shares; 2025Q1: 77,355 shares; 2025Q2: 72,930 shares; 2025Q3: 72,990 shares; 2025Q4: 72,075 shares; 2026Q1: 77,302 shares; 2026Q2: 80,458 shares 80,458 $46.7M 0.84% +3,156 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: 713,273 shares; 2024Q4: 822,189 shares; 2025Q1: 668,624 shares; 2025Q2: 783,624 shares; 2025Q3: 806,797 shares; 2025Q4: 794,588 shares; 2026Q1: 825,847 shares; 2026Q2: 915,993 shares 915,993 $46.2M 0.83% +90,146 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: 42,449 shares; 2024Q4: 45,963 shares; 2025Q1: 42,825 shares; 2025Q2: 41,889 shares; 2025Q3: 53,518 shares; 2025Q4: 54,402 shares; 2026Q1: 57,405 shares; 2026Q2: 64,339 shares 64,339 $44.2M 0.8% +6,934 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: 46,830 shares; 2024Q4: 49,324 shares; 2025Q1: 48,947 shares; 2025Q2: 63,718 shares; 2025Q3: 68,629 shares; 2025Q4: 266,927 shares; 2026Q1: 354,092 shares; 2026Q2: 467,027 shares 467,027 $44.2M 0.8% +112,935 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: 420,643 shares; 2024Q4: 507,185 shares; 2025Q1: 535,504 shares; 2025Q2: 550,542 shares; 2025Q3: 566,946 shares; 2025Q4: 572,339 shares; 2026Q1: 566,853 shares; 2026Q2: 555,136 shares 555,136 $41.9M 0.76% -11,717 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: 50,349 shares; 2024Q4: 46,954 shares; 2025Q1: 49,320 shares; 2025Q2: 51,846 shares; 2025Q3: 53,982 shares; 2025Q4: 51,716 shares; 2026Q1: 54,205 shares; 2026Q2: 54,261 shares 54,261 $40.6M 0.73% +56 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: 8,655 shares; 2024Q4: 21,153 shares; 2025Q1: 24,030 shares; 2025Q2: 23,590 shares; 2025Q3: 28,114 shares; 2025Q4: 65,187 shares; 2026Q1: 108,792 shares; 2026Q2: 116,369 shares 116,369 $39.7M 0.72% +7,577 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: 399,656 shares; 2024Q4: 390,200 shares; 2025Q1: 393,763 shares; 2025Q2: 398,183 shares; 2025Q3: 398,367 shares; 2025Q4: 390,538 shares; 2026Q1: 406,724 shares; 2026Q2: 406,971 shares 406,971 $38.9M 0.7% +247 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: 31,869 shares; 2024Q4: 37,797 shares; 2025Q1: 48,126 shares; 2025Q2: 225,893 shares; 2025Q3: 125,776 shares; 2025Q4: 480,682 shares; 2026Q1: 556,110 shares; 2026Q2: 446,710 shares 446,710 $38.6M 0.7% -109,400 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: 237,501 shares; 2024Q4: 270,889 shares; 2025Q1: 303,044 shares; 2025Q2: 328,649 shares; 2025Q3: 344,061 shares; 2025Q4: 393,262 shares; 2026Q1: 427,145 shares; 2026Q2: 727,413 shares 727,413 $38.1M 0.69% +300,268 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: 189,042 shares; 2024Q4: 59,953 shares; 2025Q1: 35,751 shares; 2025Q2: 240,326 shares; 2025Q3: 405,012 shares; 2025Q4: 468,364 shares; 2026Q1: 343,155 shares; 2026Q2: 269,980 shares 269,980 $37.1M 0.67% -73,175 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: 29,092 shares; 2024Q4: 29,264 shares; 2025Q1: 40,637 shares; 2025Q2: 43,455 shares; 2025Q3: 62,704 shares; 2025Q4: 88,919 shares; 2026Q1: 152,743 shares; 2026Q2: 148,739 shares 148,739 $33.8M 0.61% -4,004 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: 87,906 shares; 2024Q4: 73,520 shares; 2025Q1: 71,675 shares; 2025Q2: 70,822 shares; 2025Q3: 143,996 shares; 2025Q4: 193,356 shares; 2026Q1: 126,072 shares; 2026Q2: 1,219,092 shares 1,219,092 $33.4M 0.6% +1,093,020 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: 112,313 shares; 2024Q4: 120,225 shares; 2025Q1: 146,294 shares; 2025Q2: 163,405 shares; 2025Q3: 169,826 shares; 2025Q4: 145,117 shares; 2026Q1: 157,243 shares; 2026Q2: 156,520 shares 156,520 $33.3M 0.6% -723 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: 35,663 shares; 2024Q4: 48,398 shares; 2025Q1: 53,421 shares; 2025Q2: 62,333 shares; 2025Q3: 58,074 shares; 2025Q4: 65,096 shares; 2026Q1: 90,843 shares; 2026Q2: 87,886 shares 87,886 $33.2M 0.6% -2,957 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: 6,012 shares; 2024Q4: 6,754 shares; 2025Q1: 30,926 shares; 2025Q2: 33,328 shares; 2025Q3: 33,014 shares; 2025Q4: 32,813 shares; 2026Q1: 33,120 shares; 2026Q2: 275,462 shares 275,462 $32.9M 0.59% +242,342 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: 23,152 shares; 2024Q4: 23,388 shares; 2025Q1: 378,090 shares; 2025Q2: 415,270 shares; 2025Q3: 447,180 shares; 2025Q4: 479,476 shares; 2026Q1: 632,254 shares; 2026Q2: 666,097 shares 666,097 $32.8M 0.59% +33,843 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: 218,454 shares; 2024Q4: 893,086 shares; 2025Q1: 932,523 shares; 2025Q2: 948,148 shares; 2025Q3: 947,074 shares; 2025Q4: 936,140 shares; 2026Q1: 951,494 shares; 2026Q2: 937,753 shares 937,753 $31.7M 0.57% -13,741 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: 253,379 shares; 2024Q4: 769,708 shares; 2025Q1: 771,852 shares; 2025Q2: 784,723 shares; 2025Q3: 782,813 shares; 2025Q4: 778,263 shares; 2026Q1: 774,872 shares; 2026Q2: 775,129 shares 775,129 $28.6M 0.52% +257 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: 3,517 shares; 2024Q4: 4,448 shares; 2025Q1: 382,358 shares; 2025Q2: 425,110 shares; 2025Q3: 439,652 shares; 2025Q4: 443,735 shares; 2026Q1: 570,490 shares; 2026Q2: 604,049 shares 604,049 $28.5M 0.51% +33,559 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168,428 shares; 2024Q4: 1,216,819 shares; 2025Q1: 834,619 shares; 2025Q2: 948,605 shares; 2025Q3: 894,384 shares; 2025Q4: 860,304 shares; 2026Q1: 892,567 shares; 2026Q2: 1,129,539 shares 1,129,539 $28.1M 0.51% +236,972 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: 16,533 shares; 2024Q4: 20,355 shares; 2025Q1: 19,619 shares; 2025Q2: 20,593 shares; 2025Q3: 21,387 shares; 2025Q4: 21,101 shares; 2026Q1: 30,884 shares; 2026Q2: 29,628 shares 29,628 $27.7M 0.5% -1,256 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: 88,033 shares; 2024Q4: 88,632 shares; 2025Q1: 144,194 shares; 2025Q2: 148,414 shares; 2025Q3: 165,384 shares; 2025Q4: 173,550 shares; 2026Q1: 169,422 shares; 2026Q2: 174,068 shares 174,068 $27.5M 0.5% +4,646 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: 45,868 shares; 2024Q4: 49,156 shares; 2025Q1: 48,405 shares; 2025Q2: 49,064 shares; 2025Q3: 49,517 shares; 2025Q4: 49,897 shares; 2026Q1: 53,077 shares; 2026Q2: 54,780 shares 54,780 $27.4M 0.5% +1,703 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: 102,440 shares; 2024Q4: 99,630 shares; 2025Q1: 102,907 shares; 2025Q2: 84,456 shares; 2025Q3: 106,662 shares; 2025Q4: 105,116 shares; 2026Q1: 94,029 shares; 2026Q2: 72,781 shares 72,781 $26.6M 0.48% -21,248 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: 2,930 shares; 2024Q4: 4,459 shares; 2025Q1: 33,830 shares; 2025Q2: 108,474 shares; 2025Q3: 114,181 shares; 2025Q4: 113,629 shares; 2026Q1: 107,384 shares; 2026Q2: 109,759 shares 109,759 $26.6M 0.48% +2,375 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: 52,782 shares; 2024Q4: 53,058 shares; 2025Q1: 94,472 shares; 2025Q2: 99,562 shares; 2025Q3: 105,970 shares; 2025Q4: 105,979 shares; 2026Q1: 104,744 shares; 2026Q2: 109,943 shares 109,943 $26M 0.47% +5,199 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,047 shares; 2024Q4: 352,951 shares; 2025Q1: 770,064 shares; 2025Q2: 756,990 shares; 2025Q3: 361,596 shares; 2025Q4: 316,815 shares; 2026Q1: 435,534 shares; 2026Q2: 412,661 shares 412,661 $24.6M 0.45% -22,873 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: 10,591 shares; 2024Q4: 13,991 shares; 2025Q1: 15,804 shares; 2025Q2: 15,558 shares; 2025Q3: 17,596 shares; 2025Q4: 18,245 shares; 2026Q1: 18,274 shares; 2026Q2: 20,352 shares 20,352 $24.4M 0.44% +2,078 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: 147,975 shares; 2024Q4: 173,490 shares; 2025Q1: 170,175 shares; 2025Q2: 158,450 shares; 2025Q3: 159,301 shares; 2025Q4: 154,940 shares; 2026Q1: 161,094 shares; 2026Q2: 171,296 shares 171,296 $23.4M 0.42% +10,202 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: 19,967 shares; 2024Q4: 22,625 shares; 2025Q1: 26,618 shares; 2025Q2: 31,069 shares; 2025Q3: 31,353 shares; 2025Q4: 39,748 shares; 2026Q1: 40,566 shares; 2026Q2: 41,474 shares 41,474 $23.4M 0.42% +908 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: 155,457 shares; 2024Q4: 169,897 shares; 2025Q1: 202,850 shares; 2025Q2: 203,218 shares; 2025Q3: 220,476 shares; 2025Q4: 236,007 shares; 2026Q1: 266,993 shares; 2026Q2: 327,485 shares 327,485 $23.3M 0.42% +60,492 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: 49,589 shares; 2024Q4: 44,143 shares; 2025Q1: 45,720 shares; 2025Q2: 46,303 shares; 2025Q3: 48,868 shares; 2025Q4: 57,893 shares; 2026Q1: 67,890 shares; 2026Q2: 70,542 shares 70,542 $23.1M 0.42% +2,652 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: 228,692 shares; 2024Q4: 752,814 shares; 2025Q1: 783,749 shares; 2025Q2: 812,290 shares; 2025Q3: 775,797 shares; 2025Q4: 781,983 shares; 2026Q1: 695,187 shares; 2026Q2: 712,723 shares 712,723 $22.6M 0.41% +17,536 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: 91,435 shares; 2024Q4: 72,122 shares; 2025Q1: 135,900 shares; 2025Q2: 161,692 shares; 2025Q3: 177,167 shares; 2025Q4: 197,423 shares; 2026Q1: 221,239 shares; 2026Q2: 233,923 shares 233,923 $22.6M 0.41% +12,684 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,437 shares; 2024Q4: 41,747 shares; 2025Q1: 44,051 shares; 2025Q2: 41,593 shares; 2025Q3: 173,540 shares; 2025Q4: 178,722 shares; 2026Q1: 189,828 shares; 2026Q2: 194,679 shares 194,679 $22.4M 0.4% +4,851 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: 188,439 shares; 2024Q4: 570,450 shares; 2025Q1: 566,227 shares; 2025Q2: 592,045 shares; 2025Q3: 589,340 shares; 2025Q4: 710,515 shares; 2026Q1: 712,987 shares; 2026Q2: 756,568 shares 756,568 $22.3M 0.4% +43,581 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: 263,023 shares; 2024Q4: 265,972 shares; 2025Q1: 196,338 shares; 2025Q2: 207,819 shares; 2025Q3: 244,806 shares; 2025Q4: 283,426 shares; 2026Q1: 341,201 shares; 2026Q2: 258,623 shares 258,623 $21.4M 0.39% -82,578 Timeline GSEW 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: 157,044 shares; 2024Q4: 159,527 shares; 2025Q1: 159,709 shares; 2025Q2: 161,088 shares; 2025Q3: 196,549 shares; 2025Q4: 211,658 shares; 2026Q1: 219,070 shares; 2026Q2: 225,517 shares 225,517 $21.3M 0.38% +6,447 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: 15,762 shares; 2024Q4: 18,622 shares; 2025Q1: 17,488 shares; 2025Q2: 18,721 shares; 2025Q3: 20,256 shares; 2025Q4: 56,041 shares; 2026Q1: 57,524 shares; 2026Q2: 234,173 shares 234,173 $21.2M 0.38% +176,649 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: 34,014 shares; 2024Q4: 40,142 shares; 2025Q1: 32,744 shares; 2025Q2: 36,326 shares; 2025Q3: 33,583 shares; 2025Q4: 27,091 shares; 2026Q1: 111,217 shares; 2026Q2: 159,304 shares 159,304 $19.8M 0.36% +48,087 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: 2,604 shares; 2024Q4: 3,122 shares; 2025Q1: 344,275 shares; 2025Q2: 380,451 shares; 2025Q3: 397,773 shares; 2025Q4: 410,781 shares; 2026Q1: 422,818 shares; 2026Q2: 439,025 shares 439,025 $19.5M 0.35% +16,207 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: 161,621 shares; 2024Q4: 163,204 shares; 2025Q1: 159,103 shares; 2025Q2: 151,526 shares; 2025Q3: 182,500 shares; 2025Q4: 151,327 shares; 2026Q1: 120,211 shares; 2026Q2: 118,813 shares 118,813 $19.5M 0.35% -1,398 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: 9,809 shares; 2024Q4: 19,036 shares; 2025Q1: 18,044 shares; 2025Q2: 15,936 shares; 2025Q3: 16,148 shares; 2025Q4: 13,954 shares; 2026Q1: 12,571 shares; 2026Q2: 16,479 shares 16,479 $19M 0.34% +3,908 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,476 shares; 2024Q4: 5,783 shares; 2025Q1: 11,111 shares; 2025Q2: 6,152 shares; 2025Q3: 58,949 shares; 2025Q4: 98,016 shares; 2026Q1: 87,290 shares; 2026Q2: 89,770 shares 89,770 $18.7M 0.34% +2,480 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: 870 shares; 2024Q4: 477 shares; 2025Q1: 479 shares; 2025Q2: 882 shares; 2025Q3: 134,342 shares; 2025Q4: 218,850 shares; 2026Q1: 296,312 shares; 2026Q2: 363,276 shares 363,276 $18.4M 0.33% +66,964 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,797 shares; 2024Q4: 4,589 shares; 2025Q1: 4,880 shares; 2025Q2: 4,760 shares; 2025Q3: 5,642 shares; 2025Q4: 59,344 shares; 2026Q1: 170,491 shares; 2026Q2: 253,572 shares 253,572 $18.1M 0.33% +83,081 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: 131,941 shares; 2024Q4: 137,760 shares; 2025Q1: 162,680 shares; 2025Q2: 194,470 shares; 2025Q3: 202,270 shares; 2025Q4: 220,898 shares; 2026Q1: 227,247 shares; 2026Q2: 226,750 shares 226,750 $17.5M 0.32% -497 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: 79,843 shares; 2024Q4: 87,530 shares; 2025Q1: 98,826 shares; 2025Q2: 120,841 shares; 2025Q3: 134,524 shares; 2025Q4: 136,945 shares; 2026Q1: 140,559 shares; 2026Q2: 154,200 shares 154,200 $17.5M 0.32% +13,641 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: 150,229 shares; 2024Q4: 480,549 shares; 2025Q1: 506,186 shares; 2025Q2: 516,353 shares; 2025Q3: 501,979 shares; 2025Q4: 569,737 shares; 2026Q1: 571,342 shares; 2026Q2: 601,558 shares 601,558 $17.4M 0.31% +30,216 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: 15,737 shares; 2024Q4: 19,808 shares; 2025Q1: 20,091 shares; 2025Q2: 21,704 shares; 2025Q3: 22,626 shares; 2025Q4: 35,238 shares; 2026Q1: 40,770 shares; 2026Q2: 41,167 shares 41,167 $17.3M 0.31% +397 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: 259,730 shares; 2024Q4: 245,686 shares; 2025Q1: 265,486 shares; 2025Q2: 258,511 shares; 2025Q3: 151,264 shares; 2025Q4: 153,132 shares; 2026Q1: 163,831 shares; 2026Q2: 165,876 shares 165,876 $17.2M 0.31% +2,045 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: 56,393 shares; 2024Q4: 66,727 shares; 2025Q1: 46,357 shares; 2025Q2: 78,707 shares; 2025Q3: 98,776 shares; 2025Q4: 151,023 shares; 2026Q1: 178,258 shares; 2026Q2: 196,113 shares 196,113 $16.8M 0.3% +17,855 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,761 shares; 2024Q4: 45,469 shares; 2025Q1: 52,235 shares; 2025Q2: 49,623 shares; 2025Q3: 31,008 shares; 2025Q4: 64,186 shares; 2026Q1: 65,027 shares; 2026Q2: 216,648 shares 216,648 $16.3M 0.3% +151,621 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: 15,814 shares; 2024Q4: 16,227 shares; 2025Q1: 17,138 shares; 2025Q2: 20,683 shares; 2025Q3: 12,955 shares; 2025Q4: 25,452 shares; 2026Q1: 44,795 shares; 2026Q2: 39,233 shares 39,233 $16.3M 0.29% -5,562 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: 78,682 shares; 2024Q4: 82,238 shares; 2025Q1: 90,304 shares; 2025Q2: 88,835 shares; 2025Q3: 90,258 shares; 2025Q4: 103,971 shares; 2026Q1: 106,859 shares; 2026Q2: 108,901 shares 108,901 $16.2M 0.29% +2,042 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: 37,773 shares; 2024Q4: 39,284 shares; 2025Q1: 40,963 shares; 2025Q2: 43,664 shares; 2025Q3: 50,022 shares; 2025Q4: 43,563 shares; 2026Q1: 44,947 shares; 2026Q2: 46,449 shares 46,449 $15.9M 0.29% +1,502 Timeline GSSC 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: 157,688 shares; 2024Q4: 165,631 shares; 2025Q1: 166,794 shares; 2025Q2: 173,626 shares; 2025Q3: 157,999 shares; 2025Q4: 161,432 shares; 2026Q1: 170,165 shares; 2026Q2: 174,206 shares 174,206 $15.9M 0.29% +4,041 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: 129,587 shares; 2024Q4: 153,833 shares; 2025Q1: 151,803 shares; 2025Q2: 161,837 shares; 2025Q3: 175,955 shares; 2025Q4: 211,646 shares; 2026Q1: 257,730 shares; 2026Q2: 263,334 shares 263,334 $15.9M 0.29% +5,604 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: 163,461 shares; 2024Q4: 178,415 shares; 2025Q1: 172,694 shares; 2025Q2: 175,756 shares; 2025Q3: 168,653 shares; 2025Q4: 160,022 shares; 2026Q1: 146,391 shares; 2026Q2: 152,692 shares 152,692 $15.9M 0.29% +6,301 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: 137,239 shares; 2024Q4: 182,150 shares; 2025Q1: 189,284 shares; 2025Q2: 151,719 shares; 2025Q3: 158,606 shares; 2025Q4: 178,756 shares; 2026Q1: 235,125 shares; 2026Q2: 215,008 shares 215,008 $15.8M 0.29% -20,117 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,801 shares; 2024Q4: 67,839 shares; 2025Q1: 68,114 shares; 2025Q2: 64,018 shares; 2025Q3: 63,313 shares; 2025Q4: 62,448 shares; 2026Q1: 60,994 shares; 2026Q2: 62,273 shares 62,273 $15.2M 0.28% +1,279 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: 22,362 shares; 2024Q4: 29,452 shares; 2025Q1: 27,129 shares; 2025Q2: 32,760 shares; 2025Q3: 27,110 shares; 2025Q4: 31,479 shares; 2026Q1: 37,995 shares; 2026Q2: 42,759 shares 42,759 $15.1M 0.27% +4,764 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: 1,273 shares; 2024Q4: 7,161 shares; 2025Q1: 5,707 shares; 2025Q2: 12,602 shares; 2025Q3: 14,490 shares; 2025Q4: 20,667 shares; 2026Q1: 43,911 shares; 2026Q2: 44,957 shares 44,957 $15.1M 0.27% +1,046 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,560 shares; 2024Q4: 6,911 shares; 2025Q1: 25,221 shares; 2025Q2: 34,662 shares; 2025Q3: 37,258 shares; 2025Q4: 136,793 shares; 2026Q1: 210,960 shares; 2026Q2: 196,142 shares 196,142 $14.9M 0.27% -14,818 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: 8,118 shares; 2024Q4: 10,343 shares; 2025Q1: 14,018 shares; 2025Q2: 15,762 shares; 2025Q3: 15,651 shares; 2025Q4: 17,117 shares; 2026Q1: 16,562 shares; 2026Q2: 13,949 shares 13,949 $14.9M 0.27% -2,613 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: 11,008 shares; 2024Q4: 12,091 shares; 2025Q1: 12,807 shares; 2025Q2: 9,439 shares; 2025Q3: 70,785 shares; 2025Q4: 110,827 shares; 2026Q1: 154,817 shares; 2026Q2: 180,492 shares 180,492 $14.8M 0.27% +25,675 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: 4,750 shares; 2024Q4: 4,943 shares; 2025Q1: 12,642 shares; 2025Q2: 32,280 shares; 2025Q3: 45,910 shares; 2025Q4: 45,947 shares; 2026Q1: 50,303 shares; 2026Q2: 38,550 shares 38,550 $14.1M 0.25% -11,753 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: 3,511 shares; 2024Q4: 13,654 shares; 2025Q1: 13,669 shares; 2025Q2: 13,769 shares; 2025Q3: 14,368 shares; 2025Q4: 18,166 shares; 2026Q1: 22,541 shares; 2026Q2: 21,936 shares 21,936 $14.1M 0.25% -605 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: 49,136 shares; 2024Q4: 48,001 shares; 2025Q1: 49,034 shares; 2025Q2: 31,844 shares; 2025Q3: 34,270 shares; 2025Q4: 54,036 shares; 2026Q1: 52,939 shares; 2026Q2: 36,746 shares 36,746 $13.6M 0.25% -16,193 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: 8,166 shares; 2024Q4: 6,990 shares; 2025Q1: 15,314 shares; 2025Q2: 17,233 shares; 2025Q3: 17,688 shares; 2025Q4: 16,651 shares; 2026Q1: 18,284 shares; 2026Q2: 17,760 shares 17,760 $13.6M 0.24% -524 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,395 shares; 2024Q4: 152,471 shares; 2025Q1: 169,346 shares; 2025Q2: 224,226 shares; 2025Q3: 274,132 shares; 2025Q4: 306,917 shares; 2026Q1: 295,168 shares; 2026Q2: 270,349 shares 270,349 $13.5M 0.24% -24,819 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: 2,215 shares; 2025Q1: 2,269 shares; 2025Q2: 2,695 shares; 2025Q3: 2,674 shares; 2025Q4: 2,731 shares; 2026Q1: 27,435 shares; 2026Q2: 27,669 shares 27,669 $13.4M 0.24% +234 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 338 shares; 2025Q1: 2,939 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 246,458 shares; 2026Q1: 260,397 shares; 2026Q2: 165,301 shares 165,301 $13.4M 0.24% -95,096 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: 38,321 shares; 2024Q4: 43,249 shares; 2025Q1: 41,916 shares; 2025Q2: 43,087 shares; 2025Q3: 43,374 shares; 2025Q4: 43,266 shares; 2026Q1: 54,943 shares; 2026Q2: 52,930 shares 52,930 $13.3M 0.24% -2,013 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 361 shares; 2025Q1: 180,709 shares; 2025Q2: 210,471 shares; 2025Q3: 298,500 shares; 2025Q4: 317,223 shares; 2026Q1: 328,849 shares; 2026Q2: 347,015 shares 347,015 $13.2M 0.24% +18,166 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: 32,603 shares; 2024Q4: 65,037 shares; 2025Q1: 69,194 shares; 2025Q2: 71,252 shares; 2025Q3: 70,653 shares; 2025Q4: 74,087 shares; 2026Q1: 79,136 shares; 2026Q2: 88,152 shares 88,152 $12.9M 0.23% +9,016 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: 90,253 shares; 2024Q4: 100,745 shares; 2025Q1: 109,418 shares; 2025Q2: 33,036 shares; 2025Q3: 32,576 shares; 2025Q4: 60,660 shares; 2026Q1: 64,740 shares; 2026Q2: 67,401 shares 67,401 $12.8M 0.23% +2,661 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: 66,423 shares; 2024Q4: 108,671 shares; 2025Q1: 111,510 shares; 2025Q2: 108,396 shares; 2025Q3: 121,227 shares; 2025Q4: 126,668 shares; 2026Q1: 131,335 shares; 2026Q2: 109,237 shares 109,237 $12.8M 0.23% -22,098 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: 29,789 shares; 2024Q4: 51,499 shares; 2025Q1: 56,300 shares; 2025Q2: 60,784 shares; 2025Q3: 61,443 shares; 2025Q4: 65,970 shares; 2026Q1: 77,723 shares; 2026Q2: 87,479 shares 87,479 $12.8M 0.23% +9,756 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: 4,354 shares; 2024Q4: 6,397 shares; 2025Q1: 5,923 shares; 2025Q2: 5,466 shares; 2025Q3: 7,287 shares; 2025Q4: 8,240 shares; 2026Q1: 61,840 shares; 2026Q2: 64,604 shares 64,604 $12.8M 0.23% +2,764 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482,309 shares; 2024Q4: 487,193 shares; 2025Q1: 498,696 shares; 2025Q2: 104,640 shares; 2025Q3: 204,200 shares; 2025Q4: 208,351 shares; 2026Q1: 216,648 shares; 2026Q2: 246,034 shares 246,034 $12.7M 0.23% +29,386 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: 40,203 shares; 2024Q4: 44,398 shares; 2025Q1: 132,651 shares; 2025Q2: 216,751 shares; 2025Q3: 183,361 shares; 2025Q4: 198,772 shares; 2026Q1: 236,690 shares; 2026Q2: 250,856 shares 250,856 $12.7M 0.23% +14,166 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,467 shares; 2025Q4: 15,640 shares; 2026Q1: 16,342 shares; 2026Q2: 196,837 shares 196,837 $12.7M 0.23% +180,495 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: 47,827 shares; 2024Q4: 51,909 shares; 2025Q1: 58,159 shares; 2025Q2: 116,437 shares; 2025Q3: 74,680 shares; 2025Q4: 68,876 shares; 2026Q1: 69,087 shares; 2026Q2: 57,979 shares 57,979 $12.6M 0.23% -11,108 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: 37,371 shares; 2024Q4: 120,110 shares; 2025Q1: 147,755 shares; 2025Q2: 167,061 shares; 2025Q3: 145,670 shares; 2025Q4: 136,736 shares; 2026Q1: 118,605 shares; 2026Q2: 90,338 shares 90,338 $12.6M 0.23% -28,267 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: 380,050 shares; 2024Q4: 380,780 shares; 2025Q1: 395,490 shares; 2025Q2: 407,436 shares; 2025Q3: 416,147 shares; 2025Q4: 391,796 shares; 2026Q1: 362,467 shares; 2026Q2: 245,334 shares 245,334 $12.4M 0.22% -117,133 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: 21,584 shares; 2024Q4: 23,254 shares; 2025Q1: 29,678 shares; 2025Q2: 27,038 shares; 2025Q3: 30,945 shares; 2025Q4: 39,799 shares; 2026Q1: 33,143 shares; 2026Q2: 43,273 shares 43,273 $12.2M 0.22% +10,130 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636,090 shares; 2025Q4: 618,014 shares; 2026Q1: 603,202 shares; 2026Q2: 617,647 shares 617,647 $12.1M 0.22% +14,445 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: 317,581 shares; 2024Q4: 355,759 shares; 2025Q1: 396,183 shares; 2025Q2: 410,121 shares; 2025Q3: 409,918 shares; 2025Q4: 396,553 shares; 2026Q1: 481,235 shares; 2026Q2: 495,135 shares 495,135 $12M 0.22% +13,900 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 3,442 shares; 2025Q1: 3,023 shares; 2025Q2: 965 shares; 2025Q3: 725 shares; 2025Q4: 2,628 shares; 2026Q1: 10,573 shares; 2026Q2: 10,543 shares 10,543 $11.9M 0.22% -30 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: 3,869 shares; 2024Q4: 5,658 shares; 2025Q1: 4,245 shares; 2025Q2: 3,459 shares; 2025Q3: 31,191 shares; 2025Q4: 55,241 shares; 2026Q1: 141,900 shares; 2026Q2: 118,044 shares 118,044 $11.9M 0.21% -23,856 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,036 shares; 2024Q4: 90,909 shares; 2025Q1: 87,236 shares; 2025Q2: 90,998 shares; 2025Q3: 89,368 shares; 2025Q4: 88,816 shares; 2026Q1: 86,846 shares; 2026Q2: 90,820 shares 90,820 $11.6M 0.21% +3,974 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,691 shares; 2024Q4: 25,878 shares; 2025Q1: 97,394 shares; 2025Q2: 106,416 shares; 2025Q3: 117,629 shares; 2025Q4: 131,613 shares; 2026Q1: 213,503 shares; 2026Q2: 228,282 shares 228,282 $11.5M 0.21% +14,779 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,564 shares; 2024Q4: 178,547 shares; 2025Q1: 188,062 shares; 2025Q2: 190,697 shares; 2025Q3: 196,946 shares; 2025Q4: 197,258 shares; 2026Q1: 206,538 shares; 2026Q2: 209,318 shares 209,318 $11.5M 0.21% +2,780 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: 12,234 shares; 2024Q4: 47,023 shares; 2025Q1: 51,229 shares; 2025Q2: 38,278 shares; 2025Q3: 36,706 shares; 2025Q4: 37,859 shares; 2026Q1: 60,362 shares; 2026Q2: 60,470 shares 60,470 $11.5M 0.21% +108 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,961 shares; 2024Q4: 4,525 shares; 2025Q1: 7,035 shares; 2025Q2: 7,326 shares; 2025Q3: 7,854 shares; 2025Q4: 7,689 shares; 2026Q1: 68,131 shares; 2026Q2: 72,197 shares 72,197 $11.5M 0.21% +4,066 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: 83,709 shares; 2024Q4: 110,724 shares; 2025Q1: 103,274 shares; 2025Q2: 122,170 shares; 2025Q3: 155,701 shares; 2025Q4: 162,852 shares; 2026Q1: 161,887 shares; 2026Q2: 166,925 shares 166,925 $11.4M 0.21% +5,038 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: 67,536 shares; 2024Q4: 70,552 shares; 2025Q1: 80,388 shares; 2025Q2: 130,413 shares; 2025Q3: 103,287 shares; 2025Q4: 86,337 shares; 2026Q1: 60,915 shares; 2026Q2: 51,558 shares 51,558 $11.3M 0.2% -9,357 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: 12,559 shares; 2024Q4: 68,744 shares; 2025Q1: 79,636 shares; 2025Q2: 73,020 shares; 2025Q3: 59,420 shares; 2025Q4: 57,766 shares; 2026Q1: 46,864 shares; 2026Q2: 43,864 shares 43,864 $11.2M 0.2% -3,000 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: 15,816 shares; 2024Q4: 15,789 shares; 2025Q1: 15,741 shares; 2025Q2: 16,102 shares; 2025Q3: 17,123 shares; 2025Q4: 17,601 shares; 2026Q1: 19,197 shares; 2026Q2: 21,615 shares 21,615 $11.1M 0.2% +2,418 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: 19,359 shares; 2024Q4: 19,131 shares; 2025Q1: 33,858 shares; 2025Q2: 44,860 shares; 2025Q3: 54,001 shares; 2025Q4: 67,926 shares; 2026Q1: 123,530 shares; 2026Q2: 132,460 shares 132,460 $10.9M 0.2% +8,930 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: 49,026 shares; 2024Q4: 53,671 shares; 2025Q1: 62,509 shares; 2025Q2: 54,793 shares; 2025Q3: 47,879 shares; 2025Q4: 54,013 shares; 2026Q1: 75,864 shares; 2026Q2: 65,858 shares 65,858 $10.9M 0.2% -10,006 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,651 shares; 2024Q4: 13,365 shares; 2025Q1: 48,366 shares; 2025Q2: 20,758 shares; 2025Q3: 19,426 shares; 2025Q4: 18,832 shares; 2026Q1: 17,733 shares; 2026Q2: 31,818 shares 31,818 $10.9M 0.2% +14,085 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: 139,817 shares; 2024Q4: 125,392 shares; 2025Q1: 98,188 shares; 2025Q2: 42,985 shares; 2025Q3: 49,595 shares; 2025Q4: 61,052 shares; 2026Q1: 80,774 shares; 2026Q2: 92,086 shares 92,086 $10.7M 0.19% +11,312 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: 15,977 shares; 2024Q4: 19,629 shares; 2025Q1: 25,999 shares; 2025Q2: 25,599 shares; 2025Q3: 16,963 shares; 2025Q4: 18,518 shares; 2026Q1: 11,621 shares; 2026Q2: 14,578 shares 14,578 $10.5M 0.19% +2,957 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: 258,166 shares; 2024Q4: 223,790 shares; 2025Q1: 190,495 shares; 2025Q2: 171,388 shares; 2025Q3: 160,427 shares; 2025Q4: 164,417 shares; 2026Q1: 224,771 shares; 2026Q2: 251,132 shares 251,132 $10.5M 0.19% +26,361 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: 12,904 shares; 2024Q4: 28,084 shares; 2025Q1: 32,785 shares; 2025Q2: 31,317 shares; 2025Q3: 33,286 shares; 2025Q4: 35,273 shares; 2026Q1: 34,328 shares; 2026Q2: 34,373 shares 34,373 $10.4M 0.19% +45 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: 25,416 shares; 2024Q4: 34,477 shares; 2025Q1: 40,486 shares; 2025Q2: 51,603 shares; 2025Q3: 54,224 shares; 2025Q4: 61,767 shares; 2026Q1: 136,445 shares; 2026Q2: 143,821 shares 143,821 $10.4M 0.19% +7,376 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: 59,984 shares; 2024Q4: 90,350 shares; 2025Q1: 109,382 shares; 2025Q2: 94,067 shares; 2025Q3: 105,945 shares; 2025Q4: 133,137 shares; 2026Q1: 147,841 shares; 2026Q2: 169,501 shares 169,501 $10.1M 0.18% +21,660 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,113 shares; 2024Q4: 54,361 shares; 2025Q1: 57,535 shares; 2025Q2: 48,313 shares; 2025Q3: 43,826 shares; 2025Q4: 42,256 shares; 2026Q1: 51,320 shares; 2026Q2: 50,619 shares 50,619 $10.1M 0.18% -701 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: 133,564 shares; 2024Q4: 331,754 shares; 2025Q1: 367,891 shares; 2025Q2: 412,764 shares; 2025Q3: 421,612 shares; 2025Q4: 453,917 shares; 2026Q1: 355,933 shares; 2026Q2: 429,530 shares 429,530 $9.94M 0.18% +73,597 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: 30,379 shares; 2024Q4: 32,252 shares; 2025Q1: 33,331 shares; 2025Q2: 31,788 shares; 2025Q3: 32,415 shares; 2025Q4: 36,688 shares; 2026Q1: 35,627 shares; 2026Q2: 38,760 shares 38,760 $9.84M 0.18% +3,133 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: 53,767 shares; 2024Q4: 123,283 shares; 2025Q1: 135,883 shares; 2025Q2: 127,988 shares; 2025Q3: 126,704 shares; 2025Q4: 163,305 shares; 2026Q1: 173,219 shares; 2026Q2: 172,020 shares 172,020 $9.8M 0.18% -1,199 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: 37,509 shares; 2024Q4: 47,899 shares; 2025Q1: 48,321 shares; 2025Q2: 57,707 shares; 2025Q3: 66,786 shares; 2025Q4: 146,547 shares; 2026Q1: 175,263 shares; 2026Q2: 185,483 shares 185,483 $9.71M 0.18% +10,220 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: 21,507 shares; 2024Q4: 31,063 shares; 2025Q1: 27,286 shares; 2025Q2: 28,093 shares; 2025Q3: 49,121 shares; 2025Q4: 53,790 shares; 2026Q1: 67,332 shares; 2026Q2: 61,149 shares 61,149 $9.7M 0.18% -6,183 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: 23,720 shares; 2024Q4: 19,076 shares; 2025Q1: 20,659 shares; 2025Q2: 21,347 shares; 2025Q3: 21,014 shares; 2025Q4: 21,117 shares; 2026Q1: 21,931 shares; 2026Q2: 20,005 shares 20,005 $9.55M 0.17% -1,926 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: 97,173 shares; 2024Q4: 74,335 shares; 2025Q1: 67,518 shares; 2025Q2: 143,530 shares; 2025Q3: 92,105 shares; 2025Q4: 123,531 shares; 2026Q1: 124,657 shares; 2026Q2: 117,303 shares 117,303 $9.51M 0.17% -7,354 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,752 shares; 2024Q4: 16,018 shares; 2025Q1: 19,849 shares; 2025Q2: 19,845 shares; 2025Q3: 19,062 shares; 2025Q4: 20,486 shares; 2026Q1: 35,873 shares; 2026Q2: 49,988 shares 49,988 $9.51M 0.17% +14,115 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: 61,373 shares; 2024Q4: 71,025 shares; 2025Q1: 69,595 shares; 2025Q2: 69,229 shares; 2025Q3: 70,982 shares; 2025Q4: 152,827 shares; 2026Q1: 163,932 shares; 2026Q2: 207,805 shares 207,805 $9.42M 0.17% +43,873 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: 2,463 shares; 2024Q4: 2,485 shares; 2025Q1: 1,774 shares; 2025Q2: 1,308 shares; 2025Q3: 1,173 shares; 2025Q4: 1,517 shares; 2026Q1: 13,215 shares; 2026Q2: 13,034 shares 13,034 $9.39M 0.17% -181 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: 31,070 shares; 2024Q4: 37,042 shares; 2025Q1: 73,734 shares; 2025Q2: 110,854 shares; 2025Q3: 96,884 shares; 2025Q4: 102,663 shares; 2026Q1: 107,181 shares; 2026Q2: 93,781 shares 93,781 $9.28M 0.17% -13,400 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: 3,060 shares; 2024Q4: 4,335 shares; 2025Q1: 4,218 shares; 2025Q2: 2,563 shares; 2025Q3: 2,678 shares; 2025Q4: 4,517 shares; 2026Q1: 8,472 shares; 2026Q2: 9,172 shares 9,172 $9.28M 0.17% +700 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 5,121 shares; 2025Q1: 5,058 shares; 2025Q2: 5,090 shares; 2025Q3: 5,635 shares; 2025Q4: 5,567 shares; 2026Q1: 76,137 shares; 2026Q2: 101,274 shares 101,274 $9.18M 0.17% +25,137 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: 30,137 shares; 2025Q1: 44,821 shares; 2025Q2: 29,436 shares; 2025Q3: 15,654 shares; 2025Q4: 17,015 shares; 2026Q1: 16,858 shares; 2026Q2: 21,044 shares 21,044 $9.12M 0.16% +4,186 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,736 shares 52,736 $9.01M 0.16% new 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: 244,100 shares; 2024Q4: 252,995 shares; 2025Q1: 287,224 shares; 2025Q2: 303,559 shares; 2025Q3: 293,256 shares; 2025Q4: 293,946 shares; 2026Q1: 375,764 shares; 2026Q2: 370,829 shares 370,829 $8.98M 0.16% -4,935 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,997 shares; 2024Q4: 48,256 shares; 2025Q1: 55,582 shares; 2025Q2: 65,905 shares; 2025Q3: 53,994 shares; 2025Q4: 58,996 shares; 2026Q1: 83,013 shares; 2026Q2: 88,730 shares 88,730 $8.94M 0.16% +5,717 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,595 shares; 2024Q4: 117,762 shares; 2025Q1: 120,463 shares; 2025Q2: 132,579 shares; 2025Q3: 137,082 shares; 2025Q4: 166,112 shares; 2026Q1: 159,787 shares; 2026Q2: 167,367 shares 167,367 $8.83M 0.16% +7,580 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: 22,845 shares; 2024Q4: 28,923 shares; 2025Q1: 21,563 shares; 2025Q2: 21,849 shares; 2025Q3: 22,479 shares; 2025Q4: 30,051 shares; 2026Q1: 34,280 shares; 2026Q2: 32,263 shares 32,263 $8.72M 0.16% -2,017 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: 237,802 shares; 2024Q4: 233,991 shares; 2025Q1: 210,330 shares; 2025Q2: 196,989 shares; 2025Q3: 186,029 shares; 2025Q4: 191,835 shares; 2026Q1: 198,163 shares; 2026Q2: 178,257 shares 178,257 $8.59M 0.16% -19,906 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: 13,215 shares; 2024Q4: 33,691 shares; 2025Q1: 42,841 shares; 2025Q2: 43,667 shares; 2025Q3: 41,582 shares; 2025Q4: 36,070 shares; 2026Q1: 35,385 shares; 2026Q2: 33,944 shares 33,944 $8.56M 0.15% -1,441 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,418 shares; 2024Q4: 7,642 shares; 2025Q1: 8,120 shares; 2025Q2: 10,824 shares; 2025Q3: 10,409 shares; 2025Q4: 79,643 shares; 2026Q1: 175,678 shares; 2026Q2: 173,460 shares 173,460 $8.51M 0.15% -2,218 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: 78,386 shares; 2024Q4: 72,612 shares; 2025Q1: 76,015 shares; 2025Q2: 87,011 shares; 2025Q3: 107,340 shares; 2025Q4: 128,089 shares; 2026Q1: 139,014 shares; 2026Q2: 164,298 shares 164,298 $8.51M 0.15% +25,284 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 22,690 shares; 2025Q2: 25,296 shares; 2025Q3: 26,027 shares; 2025Q4: 64,645 shares; 2026Q1: 193,835 shares; 2026Q2: 202,679 shares 202,679 $8.33M 0.15% +8,844 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140,354 shares; 2025Q1: 184,513 shares; 2025Q2: 223,493 shares; 2025Q3: 312,634 shares; 2025Q4: 334,673 shares; 2026Q1: 346,944 shares; 2026Q2: 300,895 shares 300,895 $8.32M 0.15% -46,049 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: 0 shares; 2024Q4: 187 shares; 2025Q1: 192 shares; 2025Q2: 153 shares; 2025Q3: 197 shares; 2025Q4: 171 shares; 2026Q1: 39,148 shares; 2026Q2: 34,193 shares 34,193 $8.24M 0.15% -4,955 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: 17,322 shares; 2024Q4: 19,302 shares; 2025Q1: 35,073 shares; 2025Q2: 46,732 shares; 2025Q3: 47,382 shares; 2025Q4: 49,352 shares; 2026Q1: 50,598 shares; 2026Q2: 54,276 shares 54,276 $8.22M 0.15% +3,678 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 293,056 shares 293,056 $8.22M 0.15% new 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: 8,544 shares; 2024Q4: 8,622 shares; 2025Q1: 17,635 shares; 2025Q2: 28,128 shares; 2025Q3: 37,346 shares; 2025Q4: 40,429 shares; 2026Q1: 84,547 shares; 2026Q2: 80,435 shares 80,435 $8.07M 0.15% -4,112 Timeline PAAA 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: 46,955 shares; 2024Q4: 84,467 shares; 2025Q1: 246,652 shares; 2025Q2: 196,676 shares; 2025Q3: 50,075 shares; 2025Q4: 63,297 shares; 2026Q1: 104,471 shares; 2026Q2: 157,200 shares 157,200 $8.06M 0.15% +52,729 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: 4,160 shares; 2024Q4: 4,835 shares; 2025Q1: 5,116 shares; 2025Q2: 4,522 shares; 2025Q3: 4,515 shares; 2025Q4: 5,725 shares; 2026Q1: 6,084 shares; 2026Q2: 6,840 shares 6,840 $8.04M 0.15% +756 Timeline IOCT 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: 383,587 shares; 2024Q4: 234,762 shares; 2025Q1: 219,104 shares; 2025Q2: 210,837 shares; 2025Q3: 206,139 shares; 2025Q4: 218,242 shares; 2026Q1: 217,251 shares; 2026Q2: 216,088 shares 216,088 $7.99M 0.14% -1,163 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,858 shares; 2025Q1: 38,669 shares; 2025Q2: 42,949 shares; 2025Q3: 75,170 shares; 2025Q4: 71,344 shares; 2026Q1: 73,065 shares; 2026Q2: 68,779 shares 68,779 $7.98M 0.14% -4,286 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: 15,513 shares; 2024Q4: 17,688 shares; 2025Q1: 21,588 shares; 2025Q2: 68,380 shares; 2025Q3: 78,266 shares; 2025Q4: 80,274 shares; 2026Q1: 132,942 shares; 2026Q2: 155,153 shares 155,153 $7.91M 0.14% +22,211 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: 73,445 shares; 2024Q4: 76,093 shares; 2025Q1: 70,144 shares; 2025Q2: 28,300 shares; 2025Q3: 26,567 shares; 2025Q4: 49,556 shares; 2026Q1: 54,929 shares; 2026Q2: 148,671 shares 148,671 $7.9M 0.14% +93,742 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: 73,577 shares; 2024Q4: 45,886 shares; 2025Q1: 76,703 shares; 2025Q2: 144,370 shares; 2025Q3: 161,317 shares; 2025Q4: 163,150 shares; 2026Q1: 188,030 shares; 2026Q2: 159,124 shares 159,124 $7.88M 0.14% -28,906 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,038 shares; 2024Q4: 99,246 shares; 2025Q1: 105,118 shares; 2025Q2: 107,779 shares; 2025Q3: 198,499 shares; 2025Q4: 234,680 shares; 2026Q1: 197,649 shares; 2026Q2: 195,814 shares 195,814 $7.88M 0.14% -1,835 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: 35,514 shares; 2024Q4: 37,667 shares; 2025Q1: 40,328 shares; 2025Q2: 47,280 shares; 2025Q3: 40,643 shares; 2025Q4: 46,442 shares; 2026Q1: 47,726 shares; 2026Q2: 53,490 shares 53,490 $7.84M 0.14% +5,764 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: 29,449 shares; 2024Q4: 31,955 shares; 2025Q1: 38,128 shares; 2025Q2: 39,108 shares; 2025Q3: 38,115 shares; 2025Q4: 40,564 shares; 2026Q1: 44,218 shares; 2026Q2: 43,201 shares 43,201 $7.82M 0.14% -1,017 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,380 shares; 2024Q4: 32,595 shares; 2025Q1: 34,036 shares; 2025Q2: 77,532 shares; 2025Q3: 52,577 shares; 2025Q4: 54,249 shares; 2026Q1: 54,282 shares; 2026Q2: 52,727 shares 52,727 $7.79M 0.14% -1,555 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: 1,743 shares; 2024Q4: 1,949 shares; 2025Q1: 4,893 shares; 2025Q2: 4,797 shares; 2025Q3: 4,903 shares; 2025Q4: 22,172 shares; 2026Q1: 54,735 shares; 2026Q2: 78,294 shares 78,294 $7.77M 0.14% +23,559 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,457 shares; 2024Q4: 85,064 shares; 2025Q1: 90,492 shares; 2025Q2: 101,912 shares; 2025Q3: 101,768 shares; 2025Q4: 102,804 shares; 2026Q1: 130,793 shares; 2026Q2: 130,190 shares 130,190 $7.75M 0.14% -603 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,615 shares; 2024Q4: 93,600 shares; 2025Q1: 97,898 shares; 2025Q2: 92,306 shares; 2025Q3: 94,850 shares; 2025Q4: 94,811 shares; 2026Q1: 92,086 shares; 2026Q2: 92,360 shares 92,360 $7.74M 0.14% +274 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: 148,682 shares; 2024Q4: 302,878 shares; 2025Q1: 293,815 shares; 2025Q2: 292,465 shares; 2025Q3: 296,187 shares; 2025Q4: 322,545 shares; 2026Q1: 343,417 shares; 2026Q2: 370,739 shares 370,739 $7.67M 0.14% +27,322 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: 7,198 shares; 2024Q4: 8,266 shares; 2025Q1: 9,534 shares; 2025Q2: 16,210 shares; 2025Q3: 15,862 shares; 2025Q4: 24,476 shares; 2026Q1: 20,503 shares; 2026Q2: 25,302 shares 25,302 $7.67M 0.14% +4,799 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,752 shares; 2024Q4: 4,586 shares; 2025Q1: 17,387 shares; 2025Q2: 18,077 shares; 2025Q3: 17,490 shares; 2025Q4: 18,685 shares; 2026Q1: 24,575 shares; 2026Q2: 25,613 shares 25,613 $7.66M 0.14% +1,038 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: 195,697 shares; 2024Q4: 199,298 shares; 2025Q1: 232,683 shares; 2025Q2: 231,785 shares; 2025Q3: 222,847 shares; 2025Q4: 246,459 shares; 2026Q1: 304,247 shares; 2026Q2: 303,282 shares 303,282 $7.66M 0.14% -965 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: 174,859 shares; 2024Q4: 177,532 shares; 2025Q1: 149,832 shares; 2025Q2: 152,929 shares; 2025Q3: 133,758 shares; 2025Q4: 125,419 shares; 2026Q1: 120,320 shares; 2026Q2: 121,969 shares 121,969 $7.59M 0.14% +1,649 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: 57,314 shares; 2024Q4: 62,640 shares; 2025Q1: 61,433 shares; 2025Q2: 28,453 shares; 2025Q3: 20,842 shares; 2025Q4: 24,409 shares; 2026Q1: 85,993 shares; 2026Q2: 25,119 shares 25,119 $7.55M 0.14% -60,874 Timeline TAXF 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: 104,457 shares; 2024Q4: 105,026 shares; 2025Q1: 109,737 shares; 2025Q2: 131,549 shares; 2025Q3: 128,121 shares; 2025Q4: 126,385 shares; 2026Q1: 138,718 shares; 2026Q2: 148,181 shares 148,181 $7.53M 0.14% +9,463 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 117 shares; 2025Q1: 455 shares; 2025Q2: 393 shares; 2025Q3: 421 shares; 2025Q4: 73,921 shares; 2026Q1: 241,924 shares; 2026Q2: 238,182 shares 238,182 $7.51M 0.14% -3,742 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: 106,575 shares; 2024Q4: 109,696 shares; 2025Q1: 97,884 shares; 2025Q2: 99,050 shares; 2025Q3: 100,840 shares; 2025Q4: 100,245 shares; 2026Q1: 101,409 shares; 2026Q2: 98,210 shares 98,210 $7.45M 0.13% -3,199 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,317 shares; 2024Q4: 224,608 shares; 2025Q1: 209,259 shares; 2025Q2: 214,385 shares; 2025Q3: 208,554 shares; 2025Q4: 202,328 shares; 2026Q1: 206,631 shares; 2026Q2: 169,238 shares 169,238 $7.38M 0.13% -37,393 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,957 shares; 2024Q4: 110,875 shares; 2025Q1: 112,490 shares; 2025Q2: 119,325 shares; 2025Q3: 134,344 shares; 2025Q4: 137,019 shares; 2026Q1: 154,655 shares; 2026Q2: 158,811 shares 158,811 $7.26M 0.13% +4,156 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 30,420 shares; 2025Q1: 26,369 shares; 2025Q2: 63,259 shares; 2025Q3: 67,509 shares; 2025Q4: 54,368 shares; 2026Q1: 56,416 shares; 2026Q2: 50,408 shares 50,408 $7.23M 0.13% -6,008 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: 31,110 shares; 2024Q4: 29,586 shares; 2025Q1: 28,137 shares; 2025Q2: 29,427 shares; 2025Q3: 28,956 shares; 2025Q4: 31,432 shares; 2026Q1: 25,481 shares; 2026Q2: 24,854 shares 24,854 $7.22M 0.13% -627 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 712 shares; 2024Q4: 774 shares; 2025Q1: 849 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 786 shares; 2026Q1: 27,508 shares; 2026Q2: 29,079 shares 29,079 $7.16M 0.13% +1,571 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,730 shares; 2024Q4: 96,619 shares; 2025Q1: 106,213 shares; 2025Q2: 92,557 shares; 2025Q3: 91,909 shares; 2025Q4: 92,731 shares; 2026Q1: 113,485 shares; 2026Q2: 96,934 shares 96,934 $7.11M 0.13% -16,551 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: 99,379 shares; 2024Q4: 124,152 shares; 2025Q1: 121,142 shares; 2025Q2: 118,246 shares; 2025Q3: 126,778 shares; 2025Q4: 165,184 shares; 2026Q1: 167,533 shares; 2026Q2: 167,843 shares 167,843 $7.11M 0.13% +310 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: 23,304 shares; 2024Q4: 25,064 shares; 2025Q1: 15,801 shares; 2025Q2: 16,707 shares; 2025Q3: 20,650 shares; 2025Q4: 24,923 shares; 2026Q1: 31,101 shares; 2026Q2: 103,859 shares 103,859 $7.1M 0.13% +72,758 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: 150,780 shares; 2024Q4: 166,649 shares; 2025Q1: 172,951 shares; 2025Q2: 24,130 shares; 2025Q3: 52,973 shares; 2025Q4: 72,891 shares; 2026Q1: 58,870 shares; 2026Q2: 64,258 shares 64,258 $7.09M 0.13% +5,388 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,731 shares; 2024Q4: 70,880 shares; 2025Q1: 79,804 shares; 2025Q2: 74,071 shares; 2025Q3: 112,638 shares; 2025Q4: 132,952 shares; 2026Q1: 185,341 shares; 2026Q2: 239,480 shares 239,480 $7.04M 0.13% +54,139 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: 88,969 shares; 2024Q4: 178,144 shares; 2025Q1: 181,711 shares; 2025Q2: 187,801 shares; 2025Q3: 194,255 shares; 2025Q4: 194,014 shares; 2026Q1: 189,296 shares; 2026Q2: 194,779 shares 194,779 $7.04M 0.13% +5,483 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,703 shares; 2026Q2: 190,454 shares 190,454 $6.97M 0.13% +85,751 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 806 shares; 2025Q1: 27,399 shares; 2025Q2: 161,749 shares; 2025Q3: 193,092 shares; 2025Q4: 231,832 shares; 2026Q1: 315,638 shares; 2026Q2: 332,441 shares 332,441 $6.93M 0.13% +16,803 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: 5,533 shares; 2024Q4: 6,160 shares; 2025Q1: 6,396 shares; 2025Q2: 6,743 shares; 2025Q3: 6,721 shares; 2025Q4: 7,575 shares; 2026Q1: 6,940 shares; 2026Q2: 7,037 shares 7,037 $6.88M 0.12% +97 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: 32,329 shares; 2024Q4: 40,160 shares; 2025Q1: 41,031 shares; 2025Q2: 41,916 shares; 2025Q3: 39,630 shares; 2025Q4: 36,514 shares; 2026Q1: 37,651 shares; 2026Q2: 37,106 shares 37,106 $6.87M 0.12% -545 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: 2,673 shares; 2024Q4: 7,388 shares; 2025Q1: 29,816 shares; 2025Q2: 46,673 shares; 2025Q3: 46,447 shares; 2025Q4: 48,960 shares; 2026Q1: 61,799 shares; 2026Q2: 67,008 shares 67,008 $6.85M 0.12% +5,209 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: 7,992 shares; 2024Q4: 4,836 shares; 2025Q1: 10,760 shares; 2025Q2: 9,120 shares; 2025Q3: 6,022 shares; 2025Q4: 9,700 shares; 2026Q1: 17,698 shares; 2026Q2: 19,897 shares 19,897 $6.73M 0.12% +2,199 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: 17,312 shares; 2024Q4: 38,437 shares; 2025Q1: 43,431 shares; 2025Q2: 44,103 shares; 2025Q3: 43,174 shares; 2025Q4: 41,909 shares; 2026Q1: 43,418 shares; 2026Q2: 41,768 shares 41,768 $6.53M 0.12% -1,650 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: 3,926 shares; 2024Q4: 3,946 shares; 2025Q1: 12,513 shares; 2025Q2: 37,773 shares; 2025Q3: 63,713 shares; 2025Q4: 65,257 shares; 2026Q1: 76,163 shares; 2026Q2: 21,312 shares 21,312 $6.53M 0.12% -54,851 Timeline DNOV 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: 125,189 shares; 2024Q4: 126,214 shares; 2025Q1: 126,214 shares; 2025Q2: 130,496 shares; 2025Q3: 126,334 shares; 2025Q4: 125,484 shares; 2026Q1: 125,779 shares; 2026Q2: 125,779 shares 125,779 $6.46M 0.12% 0 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: 98,581 shares; 2024Q4: 198,351 shares; 2025Q1: 230,332 shares; 2025Q2: 230,233 shares; 2025Q3: 220,719 shares; 2025Q4: 236,433 shares; 2026Q1: 265,916 shares; 2026Q2: 272,975 shares 272,975 $6.32M 0.11% +7,059 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,007 shares; 2024Q4: 20,411 shares; 2025Q1: 20,979 shares; 2025Q2: 70,139 shares; 2025Q3: 45,565 shares; 2025Q4: 46,459 shares; 2026Q1: 46,967 shares; 2026Q2: 46,137 shares 46,137 $6.31M 0.11% -830 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: 18,449 shares; 2024Q4: 20,730 shares; 2025Q1: 14,642 shares; 2025Q2: 12,128 shares; 2025Q3: 14,468 shares; 2025Q4: 16,189 shares; 2026Q1: 15,146 shares; 2026Q2: 16,824 shares 16,824 $6.29M 0.11% +1,678 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: 93,661 shares; 2024Q4: 96,183 shares; 2025Q1: 87,434 shares; 2025Q2: 79,878 shares; 2025Q3: 96,845 shares; 2025Q4: 114,008 shares; 2026Q1: 120,742 shares; 2026Q2: 124,042 shares 124,042 $6.27M 0.11% +3,300 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,472 shares; 2024Q4: 138,599 shares; 2025Q1: 136,447 shares; 2025Q2: 123,880 shares; 2025Q3: 118,578 shares; 2025Q4: 108,463 shares; 2026Q1: 129,306 shares; 2026Q2: 127,200 shares 127,200 $6.26M 0.11% -2,106 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: 82,639 shares; 2024Q4: 90,882 shares; 2025Q1: 97,335 shares; 2025Q2: 126,593 shares; 2025Q3: 131,119 shares; 2025Q4: 135,644 shares; 2026Q1: 194,844 shares; 2026Q2: 243,819 shares 243,819 $6.22M 0.11% +48,975 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,819 shares; 2024Q4: 21,735 shares; 2025Q1: 21,804 shares; 2025Q2: 30,219 shares; 2025Q3: 31,889 shares; 2025Q4: 35,333 shares; 2026Q1: 38,963 shares; 2026Q2: 46,034 shares 46,034 $6.2M 0.11% +7,071 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: 2,432 shares; 2024Q4: 2,915 shares; 2025Q1: 1,665 shares; 2025Q2: 1,669 shares; 2025Q3: 2,082 shares; 2025Q4: 2,089 shares; 2026Q1: 2,713 shares; 2026Q2: 3,097 shares 3,097 $6.16M 0.11% +384 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: 6,928 shares; 2024Q4: 14,022 shares; 2025Q1: 12,039 shares; 2025Q2: 13,265 shares; 2025Q3: 11,472 shares; 2025Q4: 11,846 shares; 2026Q1: 12,243 shares; 2026Q2: 49,480 shares 49,480 $6.14M 0.11% +37,237 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,025 shares; 2024Q4: 271,132 shares; 2025Q1: 277,580 shares; 2025Q2: 260,034 shares; 2025Q3: 262,852 shares; 2025Q4: 274,686 shares; 2026Q1: 327,791 shares; 2026Q2: 361,634 shares 361,634 $6.14M 0.11% +33,843 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: 23,170 shares; 2024Q4: 24,301 shares; 2025Q1: 18,308 shares; 2025Q2: 20,740 shares; 2025Q3: 19,796 shares; 2025Q4: 22,776 shares; 2026Q1: 17,082 shares; 2026Q2: 16,594 shares 16,594 $6.11M 0.11% -488 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,627 shares; 2024Q4: 31,020 shares; 2025Q1: 56,586 shares; 2025Q2: 53,814 shares; 2025Q3: 96,841 shares; 2025Q4: 108,068 shares; 2026Q1: 112,146 shares; 2026Q2: 241,832 shares 241,832 $6.06M 0.11% +129,686 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: 40,408 shares; 2024Q4: 48,878 shares; 2025Q1: 40,056 shares; 2025Q2: 40,080 shares; 2025Q3: 55,091 shares; 2025Q4: 58,659 shares; 2026Q1: 62,886 shares; 2026Q2: 73,059 shares 73,059 $6.04M 0.11% +10,173 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,185 shares; 2024Q4: 13,110 shares; 2025Q1: 13,672 shares; 2025Q2: 13,891 shares; 2025Q3: 15,008 shares; 2025Q4: 15,462 shares; 2026Q1: 18,427 shares; 2026Q2: 18,260 shares 18,260 $6.03M 0.11% -167 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: 66,272 shares; 2024Q4: 47,900 shares; 2025Q1: 43,157 shares; 2025Q2: 41,262 shares; 2025Q3: 35,973 shares; 2025Q4: 36,007 shares; 2026Q1: 49,756 shares; 2026Q2: 50,392 shares 50,392 $6M 0.11% +636 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: 21,661 shares; 2024Q4: 35,869 shares; 2025Q1: 50,572 shares; 2025Q2: 57,660 shares; 2025Q3: 57,412 shares; 2025Q4: 63,044 shares; 2026Q1: 68,244 shares; 2026Q2: 75,839 shares 75,839 $5.99M 0.11% +7,595 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,761 shares; 2024Q4: 57,936 shares; 2025Q1: 42,206 shares; 2025Q2: 41,820 shares; 2025Q3: 47,616 shares; 2025Q4: 48,221 shares; 2026Q1: 80,406 shares; 2026Q2: 65,129 shares 65,129 $5.97M 0.11% -15,277 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: 57,688 shares; 2024Q4: 130,533 shares; 2025Q1: 150,512 shares; 2025Q2: 175,034 shares; 2025Q3: 163,040 shares; 2025Q4: 186,051 shares; 2026Q1: 188,240 shares; 2026Q2: 214,237 shares 214,237 $5.93M 0.11% +25,997 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 5,053 shares; 2025Q1: 9,324 shares; 2025Q2: 2,024 shares; 2025Q3: 1,986 shares; 2025Q4: 24,713 shares; 2026Q1: 36,326 shares; 2026Q2: 33,102 shares 33,102 $5.82M 0.11% -3,224 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: 21,885 shares; 2024Q4: 21,963 shares; 2025Q1: 22,441 shares; 2025Q2: 20,098 shares; 2025Q3: 20,700 shares; 2025Q4: 50,485 shares; 2026Q1: 63,814 shares; 2026Q2: 62,623 shares 62,623 $5.78M 0.1% -1,191 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: 47,645 shares; 2024Q4: 62,517 shares; 2025Q1: 62,453 shares; 2025Q2: 61,144 shares; 2025Q3: 60,668 shares; 2025Q4: 65,862 shares; 2026Q1: 68,661 shares; 2026Q2: 70,648 shares 70,648 $5.74M 0.1% +1,987 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,074 shares; 2024Q4: 7,469 shares; 2025Q1: 3,330 shares; 2025Q2: 3,157 shares; 2025Q3: 3,383 shares; 2025Q4: 9,369 shares; 2026Q1: 8,695 shares; 2026Q2: 9,046 shares 9,046 $5.74M 0.1% +351 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: 3,577 shares; 2024Q4: 3,791 shares; 2025Q1: 3,002 shares; 2025Q2: 2,196 shares; 2025Q3: 2,507 shares; 2025Q4: 2,042 shares; 2026Q1: 17,057 shares; 2026Q2: 125,774 shares 125,774 $5.66M 0.1% +108,717 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: 48,207 shares; 2024Q4: 59,832 shares; 2025Q1: 76,325 shares; 2025Q2: 64,807 shares; 2025Q3: 73,603 shares; 2025Q4: 77,601 shares; 2026Q1: 42,360 shares; 2026Q2: 36,521 shares 36,521 $5.61M 0.1% -5,839 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: 31,738 shares; 2024Q4: 30,982 shares; 2025Q1: 51,876 shares; 2025Q2: 58,400 shares; 2025Q3: 101,824 shares; 2025Q4: 142,248 shares; 2026Q1: 140,507 shares; 2026Q2: 57,284 shares 57,284 $5.53M 0.1% -83,223 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: 124,417 shares; 2024Q4: 232,105 shares; 2025Q1: 201,339 shares; 2025Q2: 213,545 shares; 2025Q3: 209,968 shares; 2025Q4: 209,872 shares; 2026Q1: 200,397 shares; 2026Q2: 228,411 shares 228,411 $5.5M 0.1% +28,014 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: 72,775 shares; 2024Q4: 83,838 shares; 2025Q1: 103,297 shares; 2025Q2: 109,463 shares; 2025Q3: 111,410 shares; 2025Q4: 114,667 shares; 2026Q1: 119,070 shares; 2026Q2: 120,520 shares 120,520 $5.48M 0.1% +1,450 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 1,031 shares; 2025Q3: 585 shares; 2025Q4: 69,694 shares; 2026Q1: 78,779 shares; 2026Q2: 76,093 shares 76,093 $5.46M 0.1% -2,686 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: 49,647 shares; 2024Q4: 61,142 shares; 2025Q1: 60,718 shares; 2025Q2: 66,722 shares; 2025Q3: 61,645 shares; 2025Q4: 58,926 shares; 2026Q1: 60,897 shares; 2026Q2: 42,711 shares 42,711 $5.46M 0.1% -18,186 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: 7,994 shares; 2024Q4: 9,733 shares; 2025Q1: 11,027 shares; 2025Q2: 19,510 shares; 2025Q3: 22,896 shares; 2025Q4: 23,093 shares; 2026Q1: 31,538 shares; 2026Q2: 34,622 shares 34,622 $5.42M 0.1% +3,084 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,083 shares; 2024Q4: 32,582 shares; 2025Q1: 39,611 shares; 2025Q2: 28,846 shares; 2025Q3: 34,221 shares; 2025Q4: 38,575 shares; 2026Q1: 88,083 shares; 2026Q2: 86,836 shares 86,836 $5.39M 0.1% -1,247 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,903 shares; 2024Q4: 3,695 shares; 2025Q1: 4,375 shares; 2025Q2: 5,210 shares; 2025Q3: 5,017 shares; 2025Q4: 434,625 shares; 2026Q1: 513,374 shares; 2026Q2: 227,680 shares 227,680 $5.38M 0.1% -285,694 Timeline NFLT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,993 shares; 2026Q1: 76,627 shares; 2026Q2: 234,059 shares 234,059 $5.37M 0.1% +157,432 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: 2,642 shares; 2024Q4: 3,891 shares; 2025Q1: 17,050 shares; 2025Q2: 24,397 shares; 2025Q3: 23,748 shares; 2025Q4: 22,960 shares; 2026Q1: 24,110 shares; 2026Q2: 30,395 shares 30,395 $5.36M 0.1% +6,285 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 4,415 shares; 2025Q1: 24,834 shares; 2025Q2: 31,419 shares; 2025Q3: 30,700 shares; 2025Q4: 30,294 shares; 2026Q1: 30,501 shares; 2026Q2: 43,742 shares 43,742 $5.33M 0.1% +13,241 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,294 shares; 2024Q4: 94,020 shares; 2025Q1: 124,394 shares; 2025Q2: 133,846 shares; 2025Q3: 126,691 shares; 2025Q4: 227,513 shares; 2026Q1: 247,605 shares; 2026Q2: 242,424 shares 242,424 $5.28M 0.1% -5,181 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: 7,868 shares; 2024Q4: 8,794 shares; 2025Q1: 11,295 shares; 2025Q2: 11,224 shares; 2025Q3: 10,740 shares; 2025Q4: 12,188 shares; 2026Q1: 12,472 shares; 2026Q2: 10,332 shares 10,332 $5.26M 0.1% -2,140 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: 131 shares; 2025Q1: 49,311 shares; 2025Q2: 65,992 shares; 2025Q3: 79,268 shares; 2025Q4: 85,313 shares; 2026Q1: 105,462 shares; 2026Q2: 121,179 shares 121,179 $5.26M 0.1% +15,717 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: 12,234 shares; 2024Q4: 14,360 shares; 2025Q1: 14,941 shares; 2025Q2: 15,002 shares; 2025Q3: 15,107 shares; 2025Q4: 19,700 shares; 2026Q1: 15,005 shares; 2026Q2: 19,309 shares 19,309 $5.25M 0.09% +4,304 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,096 shares; 2024Q4: 126,418 shares; 2025Q1: 123,052 shares; 2025Q2: 70,817 shares; 2025Q3: 54,214 shares; 2025Q4: 67,727 shares; 2026Q1: 233,911 shares; 2026Q2: 305,604 shares 305,604 $5.25M 0.09% +71,693 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,462 shares; 2026Q2: 252,324 shares 252,324 $5.25M 0.09% +228,862 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,952 shares; 2024Q4: 101,176 shares; 2025Q1: 102,441 shares; 2025Q2: 103,236 shares; 2025Q3: 99,861 shares; 2025Q4: 99,368 shares; 2026Q1: 106,515 shares; 2026Q2: 105,912 shares 105,912 $5.24M 0.09% -603 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: 49,993 shares; 2024Q4: 57,122 shares; 2025Q1: 55,213 shares; 2025Q2: 58,146 shares; 2025Q3: 60,509 shares; 2025Q4: 59,880 shares; 2026Q1: 57,589 shares; 2026Q2: 69,089 shares 69,089 $5.24M 0.09% +11,500 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: 28,711 shares; 2024Q4: 23,545 shares; 2025Q1: 23,131 shares; 2025Q2: 23,662 shares; 2025Q3: 24,931 shares; 2025Q4: 44,936 shares; 2026Q1: 42,158 shares; 2026Q2: 41,174 shares 41,174 $5.21M 0.09% -984 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,384 shares; 2024Q4: 102,991 shares; 2025Q1: 116,248 shares; 2025Q2: 110,448 shares; 2025Q3: 110,823 shares; 2025Q4: 113,204 shares; 2026Q1: 109,620 shares; 2026Q2: 103,698 shares 103,698 $5.17M 0.09% -5,922 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: 116,868 shares; 2024Q4: 126,956 shares; 2025Q1: 139,345 shares; 2025Q2: 151,518 shares; 2025Q3: 145,745 shares; 2025Q4: 142,266 shares; 2026Q1: 143,299 shares; 2026Q2: 112,010 shares 112,010 $5.17M 0.09% -31,289 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,856 shares; 2024Q4: 57,505 shares; 2025Q1: 56,586 shares; 2025Q2: 58,998 shares; 2025Q3: 68,107 shares; 2025Q4: 68,779 shares; 2026Q1: 71,827 shares; 2026Q2: 55,154 shares 55,154 $5.15M 0.09% -16,673 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: 1,322 shares; 2024Q4: 2,407 shares; 2025Q1: 1,838 shares; 2025Q2: 2,655 shares; 2025Q3: 3,652 shares; 2025Q4: 4,635 shares; 2026Q1: 6,200 shares; 2026Q2: 6,786 shares 6,786 $5.13M 0.09% +586 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: 11,802 shares; 2024Q4: 15,038 shares; 2025Q1: 14,318 shares; 2025Q2: 24,707 shares; 2025Q3: 31,253 shares; 2025Q4: 32,986 shares; 2026Q1: 36,471 shares; 2026Q2: 47,611 shares 47,611 $5.12M 0.09% +11,140 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 86,640 shares; 2025Q1: 105,545 shares; 2025Q2: 111,938 shares; 2025Q3: 108,781 shares; 2025Q4: 108,509 shares; 2026Q1: 107,084 shares; 2026Q2: 107,457 shares 107,457 $5.12M 0.09% +373 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: 64,878 shares; 2024Q4: 66,136 shares; 2025Q1: 75,374 shares; 2025Q2: 65,166 shares; 2025Q3: 60,380 shares; 2025Q4: 60,480 shares; 2026Q1: 67,475 shares; 2026Q2: 179,956 shares 179,956 $5.11M 0.09% +112,481 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: 5,514 shares; 2024Q4: 6,315 shares; 2025Q1: 7,370 shares; 2025Q2: 22,434 shares; 2025Q3: 6,351 shares; 2025Q4: 8,806 shares; 2026Q1: 16,653 shares; 2026Q2: 17,079 shares 17,079 $5.09M 0.09% +426 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 4,869 shares; 2025Q1: 9,572 shares; 2025Q2: 11,554 shares; 2025Q3: 11,772 shares; 2025Q4: 11,111 shares; 2026Q1: 15,242 shares; 2026Q2: 19,978 shares 19,978 $5.08M 0.09% +4,736 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: 2,161 shares; 2024Q4: 2,174 shares; 2025Q1: 5,658 shares; 2025Q2: 3,339 shares; 2025Q3: 3,274 shares; 2025Q4: 3,085 shares; 2026Q1: 11,253 shares; 2026Q2: 12,751 shares 12,751 $5.07M 0.09% +1,498 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: 29,019 shares; 2024Q4: 51,358 shares; 2025Q1: 52,881 shares; 2025Q2: 4,202 shares; 2025Q3: 9,549 shares; 2025Q4: 10,778 shares; 2026Q1: 10,249 shares; 2026Q2: 7,723 shares 7,723 $5.07M 0.09% -2,526 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,340 shares; 2025Q1: 1,540 shares; 2025Q2: 30,649 shares; 2025Q3: 36,143 shares; 2025Q4: 47,086 shares; 2026Q1: 34,546 shares; 2026Q2: 54,869 shares 54,869 $5.05M 0.09% +20,323 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: 2,866 shares; 2024Q4: 3,378 shares; 2025Q1: 3,316 shares; 2025Q2: 48,695 shares; 2025Q3: 58,899 shares; 2025Q4: 74,695 shares; 2026Q1: 80,509 shares; 2026Q2: 94,096 shares 94,096 $5.03M 0.09% +13,587 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 965 shares; 2025Q1: 946 shares; 2025Q2: 1,089 shares; 2025Q3: 917 shares; 2025Q4: 1,784 shares; 2026Q1: 6,487 shares; 2026Q2: 8,714 shares 8,714 $5.03M 0.09% +2,227 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: 2,142 shares; 2024Q4: 7,933 shares; 2025Q1: 8,504 shares; 2025Q2: 29,979 shares; 2025Q3: 38,674 shares; 2025Q4: 44,878 shares; 2026Q1: 46,335 shares; 2026Q2: 46,661 shares 46,661 $5.02M 0.09% +326 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: 1,850 shares; 2025Q1: 2,124 shares; 2025Q2: 2,318 shares; 2025Q3: 2,226 shares; 2025Q4: 2,089 shares; 2026Q1: 3,964 shares; 2026Q2: 5,105 shares 5,105 $4.91M 0.09% +1,141 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: 6,277 shares; 2024Q4: 11,311 shares; 2025Q1: 6,598 shares; 2025Q2: 36,415 shares; 2025Q3: 46,060 shares; 2025Q4: 47,670 shares; 2026Q1: 49,198 shares; 2026Q2: 54,424 shares 54,424 $4.9M 0.09% +5,226 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,741 shares; 2024Q4: 147,342 shares; 2025Q1: 139,373 shares; 2025Q2: 172,752 shares; 2025Q3: 109,520 shares; 2025Q4: 112,633 shares; 2026Q1: 114,792 shares; 2026Q2: 120,818 shares 120,818 $4.9M 0.09% +6,026 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,039 shares; 2024Q4: 3,999 shares; 2025Q1: 691 shares; 2025Q2: 706 shares; 2025Q3: 691 shares; 2025Q4: 138,271 shares; 2026Q1: 142,344 shares; 2026Q2: 143,876 shares 143,876 $4.87M 0.09% +1,532 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,234 shares; 2024Q4: 5,736 shares; 2025Q1: 5,848 shares; 2025Q2: 4,014 shares; 2025Q3: 8,578 shares; 2025Q4: 21,392 shares; 2026Q1: 22,926 shares; 2026Q2: 23,740 shares 23,740 $4.87M 0.09% +814 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: 57,418 shares; 2024Q4: 69,740 shares; 2025Q1: 54,275 shares; 2025Q2: 49,789 shares; 2025Q3: 49,948 shares; 2025Q4: 51,347 shares; 2026Q1: 55,019 shares; 2026Q2: 55,230 shares 55,230 $4.85M 0.09% +211 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 201 shares; 2025Q2: 1,552 shares; 2025Q3: 6,515 shares; 2025Q4: 492,365 shares; 2026Q1: 158,117 shares; 2026Q2: 144,193 shares 144,193 $4.84M 0.09% -13,924 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: 21,517 shares; 2024Q4: 39,427 shares; 2025Q1: 39,760 shares; 2025Q2: 37,984 shares; 2025Q3: 35,558 shares; 2025Q4: 44,733 shares; 2026Q1: 48,874 shares; 2026Q2: 50,163 shares 50,163 $4.83M 0.09% +1,289 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: 79,468 shares; 2024Q4: 93,197 shares; 2025Q1: 89,026 shares; 2025Q2: 78,197 shares; 2025Q3: 85,009 shares; 2025Q4: 117,319 shares; 2026Q1: 155,330 shares; 2026Q2: 131,301 shares 131,301 $4.8M 0.09% -24,029 Timeline RSPR 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: 253,680 shares; 2024Q4: 272,529 shares; 2025Q1: 301,868 shares; 2025Q2: 308,087 shares; 2025Q3: 235,316 shares; 2025Q4: 281,946 shares; 2026Q1: not reported; 2026Q2: 131,000 shares 131,000 $4.79M 0.09% new 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: 13,014 shares; 2024Q4: 12,776 shares; 2025Q1: 19,515 shares; 2025Q2: 8,549 shares; 2025Q3: 11,576 shares; 2025Q4: 11,782 shares; 2026Q1: 12,703 shares; 2026Q2: 15,993 shares 15,993 $4.77M 0.09% +3,290 Timeline GTO 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: 693 shares; 2024Q4: 639 shares; 2025Q1: 26,726 shares; 2025Q2: 68,699 shares; 2025Q3: 79,149 shares; 2025Q4: 80,664 shares; 2026Q1: 84,592 shares; 2026Q2: 101,693 shares 101,693 $4.77M 0.09% +17,101 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: 14,942 shares; 2024Q4: 13,121 shares; 2025Q1: 17,691 shares; 2025Q2: 143,923 shares; 2025Q3: 151,154 shares; 2025Q4: 165,187 shares; 2026Q1: 175,908 shares; 2026Q2: 202,937 shares 202,937 $4.76M 0.09% +27,029 Timeline QJUN 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: 142,402 shares; 2024Q4: 144,257 shares; 2025Q1: 150,788 shares; 2025Q2: 150,158 shares; 2025Q3: 142,841 shares; 2025Q4: 140,459 shares; 2026Q1: 139,175 shares; 2026Q2: 140,654 shares 140,654 $4.75M 0.09% +1,479 Timeline FLQM 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: 99,956 shares; 2024Q4: 106,272 shares; 2025Q1: 101,398 shares; 2025Q2: 92,622 shares; 2025Q3: 63,108 shares; 2025Q4: 62,151 shares; 2026Q1: 79,088 shares; 2026Q2: 81,614 shares 81,614 $4.72M 0.09% +2,526 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,326 shares; 2024Q4: 61,883 shares; 2025Q1: 68,357 shares; 2025Q2: 77,438 shares; 2025Q3: 123,327 shares; 2025Q4: 110,374 shares; 2026Q1: 152,918 shares; 2026Q2: 203,442 shares 203,442 $4.7M 0.08% +50,524 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: 16,042 shares; 2024Q4: 17,425 shares; 2025Q1: 18,539 shares; 2025Q2: 7,986 shares; 2025Q3: 10,542 shares; 2025Q4: 11,898 shares; 2026Q1: 17,148 shares; 2026Q2: 19,208 shares 19,208 $4.67M 0.08% +2,060 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: 130,611 shares; 2024Q4: 209,899 shares; 2025Q1: 216,764 shares; 2025Q2: 227,324 shares; 2025Q3: 176,642 shares; 2025Q4: 184,730 shares; 2026Q1: 187,219 shares; 2026Q2: 210,382 shares 210,382 $4.66M 0.08% +23,163 Timeline MISL 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: 1,310 shares; 2024Q4: 4,281 shares; 2025Q1: 4,826 shares; 2025Q2: 4,051 shares; 2025Q3: 46,069 shares; 2025Q4: 46,269 shares; 2026Q1: 47,547 shares; 2026Q2: 101,253 shares 101,253 $4.63M 0.08% +53,706 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,884 shares; 2024Q4: 23,197 shares; 2025Q1: 29,759 shares; 2025Q2: 34,320 shares; 2025Q3: 32,467 shares; 2025Q4: 42,043 shares; 2026Q1: 43,804 shares; 2026Q2: 42,853 shares 42,853 $4.62M 0.08% -951 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: 8,849 shares; 2024Q4: 6,979 shares; 2025Q1: 7,317 shares; 2025Q2: 6,334 shares; 2025Q3: 7,822 shares; 2025Q4: 8,210 shares; 2026Q1: 10,526 shares; 2026Q2: 10,814 shares 10,814 $4.61M 0.08% +288 Timeline HURC HURCO CO More: the full row for HURCO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 185,204 shares; 2025Q2: 193,204 shares; 2025Q3: 216,404 shares; 2025Q4: 191,204 shares; 2026Q1: 200,068 shares; 2026Q2: 200,068 shares 200,068 $4.58M 0.08% 0 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: 8,761 shares; 2024Q4: 7,723 shares; 2025Q1: 9,193 shares; 2025Q2: 8,301 shares; 2025Q3: 10,088 shares; 2025Q4: 10,692 shares; 2026Q1: 19,577 shares; 2026Q2: 21,762 shares 21,762 $4.55M 0.08% +2,185 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 1,190 shares; 2025Q2: 4,065 shares; 2025Q3: 10,273 shares; 2025Q4: 12,102 shares; 2026Q1: 12,246 shares; 2026Q2: 16,386 shares 16,386 $4.53M 0.08% +4,140 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: 136,875 shares; 2024Q4: 136,398 shares; 2025Q1: 68,583 shares; 2025Q2: 73,476 shares; 2025Q3: 81,691 shares; 2025Q4: 76,870 shares; 2026Q1: 77,258 shares; 2026Q2: 79,641 shares 79,641 $4.5M 0.08% +2,383 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,106 shares; 2024Q4: 96,213 shares; 2025Q1: 110,907 shares; 2025Q2: 124,206 shares; 2025Q3: 147,708 shares; 2025Q4: 147,154 shares; 2026Q1: 120,383 shares; 2026Q2: 123,238 shares 123,238 $4.48M 0.08% +2,855 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,091 shares; 2026Q2: 89,610 shares 89,610 $4.48M 0.08% +4,519 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,948 shares; 2024Q4: 12,101 shares; 2025Q1: 15,037 shares; 2025Q2: 15,065 shares; 2025Q3: 15,582 shares; 2025Q4: 15,318 shares; 2026Q1: 14,533 shares; 2026Q2: 14,219 shares 14,219 $4.47M 0.08% -314 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: 3,666 shares; 2024Q4: 3,880 shares; 2025Q1: 2,506 shares; 2025Q2: 2,371 shares; 2025Q3: 1,216 shares; 2025Q4: 1,267 shares; 2026Q1: 1,733 shares; 2026Q2: 14,775 shares 14,775 $4.46M 0.08% +13,042 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: 16,528 shares; 2024Q4: 52,922 shares; 2025Q1: 62,728 shares; 2025Q2: 88,433 shares; 2025Q3: 94,667 shares; 2025Q4: 120,957 shares; 2026Q1: 127,507 shares; 2026Q2: 142,262 shares 142,262 $4.42M 0.08% +14,755 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: 34,752 shares; 2024Q4: 35,225 shares; 2025Q1: 36,530 shares; 2025Q2: 36,724 shares; 2025Q3: 40,043 shares; 2025Q4: 41,340 shares; 2026Q1: 49,895 shares; 2026Q2: 45,653 shares 45,653 $4.4M 0.08% -4,242 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: 47,690 shares; 2024Q4: 52,782 shares; 2025Q1: 48,197 shares; 2025Q2: 40,549 shares; 2025Q3: 38,680 shares; 2025Q4: 65,136 shares; 2026Q1: 71,831 shares; 2026Q2: 75,537 shares 75,537 $4.36M 0.08% +3,706 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,710 shares; 2024Q4: 10,276 shares; 2025Q1: 15,314 shares; 2025Q2: 19,686 shares; 2025Q3: 20,096 shares; 2025Q4: 29,806 shares; 2026Q1: 29,742 shares; 2026Q2: 32,678 shares 32,678 $4.35M 0.08% +2,936 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 14,611 shares; 2025Q1: 27,552 shares; 2025Q2: 50,217 shares; 2025Q3: 58,274 shares; 2025Q4: 62,880 shares; 2026Q1: 86,326 shares; 2026Q2: 92,977 shares 92,977 $4.35M 0.08% +6,651 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: 21,355 shares; 2024Q4: 30,095 shares; 2025Q1: 31,612 shares; 2025Q2: 37,362 shares; 2025Q3: 31,874 shares; 2025Q4: 36,636 shares; 2026Q1: 38,360 shares; 2026Q2: 43,923 shares 43,923 $4.33M 0.08% +5,563 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 349 shares; 2025Q1: 329 shares; 2025Q2: 364 shares; 2025Q3: 382 shares; 2025Q4: 512 shares; 2026Q1: 1,617 shares; 2026Q2: 2,525 shares 2,525 $4.29M 0.08% +908 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,288 shares; 2024Q4: 36,557 shares; 2025Q1: 45,268 shares; 2025Q2: 55,649 shares; 2025Q3: 54,942 shares; 2025Q4: 96,967 shares; 2026Q1: 95,327 shares; 2026Q2: 91,719 shares 91,719 $4.28M 0.08% -3,608 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 55,744 shares; 2025Q1: 46,674 shares; 2025Q2: 52,426 shares; 2025Q3: 50,697 shares; 2025Q4: 55,387 shares; 2026Q1: 62,071 shares; 2026Q2: 67,879 shares 67,879 $4.27M 0.08% +5,808 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: 24,462 shares; 2024Q4: 28,424 shares; 2025Q1: 30,358 shares; 2025Q2: 24,889 shares; 2025Q3: 26,405 shares; 2025Q4: 25,891 shares; 2026Q1: 33,938 shares; 2026Q2: 36,202 shares 36,202 $4.25M 0.08% +2,264 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: 12,636 shares; 2024Q4: 12,673 shares; 2025Q1: 12,965 shares; 2025Q2: 13,814 shares; 2025Q3: 13,856 shares; 2025Q4: 12,496 shares; 2026Q1: 14,213 shares; 2026Q2: 52,476 shares 52,476 $4.23M 0.08% +38,263 Timeline SDOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 11,177 shares; 2025Q4: 62,745 shares; 2026Q1: 58,789 shares; 2026Q2: 61,107 shares 61,107 $4.17M 0.08% +2,318 Timeline DJAN 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: 352,539 shares; 2024Q4: 352,593 shares; 2025Q1: 91,172 shares; 2025Q2: 91,261 shares; 2025Q3: 91,091 shares; 2025Q4: 91,091 shares; 2026Q1: 91,061 shares; 2026Q2: 91,376 shares 91,376 $4.16M 0.08% +315 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,490 shares 30,490 $4.14M 0.07% new Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,921 shares 48,921 $4.08M 0.07% new 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: 28,939 shares; 2024Q4: 71,014 shares; 2025Q1: 78,445 shares; 2025Q2: 79,461 shares; 2025Q3: 76,924 shares; 2025Q4: 75,078 shares; 2026Q1: 75,657 shares; 2026Q2: 64,655 shares 64,655 $4.07M 0.07% -11,002 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,786 shares; 2024Q4: 7,713 shares; 2025Q1: 7,641 shares; 2025Q2: 7,500 shares; 2025Q3: 7,682 shares; 2025Q4: 8,521 shares; 2026Q1: 11,685 shares; 2026Q2: 11,777 shares 11,777 $4.06M 0.07% +92 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 20 shares; 2025Q4: 1,960 shares; 2026Q1: 60,507 shares; 2026Q2: 79,607 shares 79,607 $4.04M 0.07% +19,100 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,422 shares; 2026Q1: 60,912 shares; 2026Q2: 66,896 shares 66,896 $4.02M 0.07% +5,984 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,322 shares; 2024Q4: 32,102 shares; 2025Q1: 35,380 shares; 2025Q2: 34,840 shares; 2025Q3: 34,215 shares; 2025Q4: 34,250 shares; 2026Q1: 34,208 shares; 2026Q2: 36,649 shares 36,649 $4.01M 0.07% +2,441 Timeline FTGS 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: 38,783 shares; 2024Q4: 112,659 shares; 2025Q1: 129,086 shares; 2025Q2: 117,509 shares; 2025Q3: 98,311 shares; 2025Q4: 90,897 shares; 2026Q1: 102,216 shares; 2026Q2: 107,625 shares 107,625 $3.98M 0.07% +5,409 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: 24,440 shares; 2024Q4: 27,181 shares; 2025Q1: 29,164 shares; 2025Q2: 30,997 shares; 2025Q3: 30,373 shares; 2025Q4: 28,036 shares; 2026Q1: 29,693 shares; 2026Q2: 30,895 shares 30,895 $3.97M 0.07% +1,202 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: 49,212 shares; 2024Q4: 52,535 shares; 2025Q1: 17,993 shares; 2025Q2: 14,337 shares; 2025Q3: 11,892 shares; 2025Q4: 27,902 shares; 2026Q1: 29,230 shares; 2026Q2: 28,259 shares 28,259 $3.96M 0.07% -971 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: 10,362 shares; 2024Q4: 35,286 shares; 2025Q1: 42,596 shares; 2025Q2: 43,435 shares; 2025Q3: 42,928 shares; 2025Q4: 57,287 shares; 2026Q1: 52,945 shares; 2026Q2: 50,426 shares 50,426 $3.94M 0.07% -2,519 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,952 shares; 2024Q4: 50,773 shares; 2025Q1: 58,989 shares; 2025Q2: 60,941 shares; 2025Q3: 62,658 shares; 2025Q4: 65,337 shares; 2026Q1: 86,448 shares; 2026Q2: 83,520 shares 83,520 $3.94M 0.07% -2,928 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,657 shares; 2024Q4: 27,243 shares; 2025Q1: 33,711 shares; 2025Q2: 33,948 shares; 2025Q3: 35,073 shares; 2025Q4: 34,133 shares; 2026Q1: 44,426 shares; 2026Q2: 47,078 shares 47,078 $3.93M 0.07% +2,652 Timeline PHO 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: 3,392 shares; 2024Q4: 35,447 shares; 2025Q1: 44,281 shares; 2025Q2: 45,831 shares; 2025Q3: 42,002 shares; 2025Q4: 41,890 shares; 2026Q1: 56,090 shares; 2026Q2: 56,740 shares 56,740 $3.92M 0.07% +650 Timeline FTA 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: 49,890 shares; 2024Q4: 51,947 shares; 2025Q1: 40,336 shares; 2025Q2: 38,692 shares; 2025Q3: 40,708 shares; 2025Q4: 42,400 shares; 2026Q1: 41,744 shares; 2026Q2: 40,377 shares 40,377 $3.91M 0.07% -1,367 Timeline LDUR 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: 30,783 shares; 2024Q4: 30,554 shares; 2025Q1: 31,187 shares; 2025Q2: 34,168 shares; 2025Q3: 35,846 shares; 2025Q4: 32,170 shares; 2026Q1: 42,764 shares; 2026Q2: 40,800 shares 40,800 $3.9M 0.07% -1,964 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,784 shares; 2025Q3: 3,659 shares; 2025Q4: 3,944 shares; 2026Q1: 3,672 shares; 2026Q2: 99,068 shares 99,068 $3.86M 0.07% +95,396 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,828 shares; 2026Q1: 94,801 shares; 2026Q2: 96,054 shares 96,054 $3.86M 0.07% +1,253 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,066 shares; 2024Q4: 63,167 shares; 2025Q1: 33,230 shares; 2025Q2: 51,274 shares; 2025Q3: 66,010 shares; 2025Q4: 59,781 shares; 2026Q1: 57,482 shares; 2026Q2: 75,925 shares 75,925 $3.83M 0.07% +18,443 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: 3,957 shares; 2024Q4: 4,513 shares; 2025Q1: 10,289 shares; 2025Q2: 44,077 shares; 2025Q3: 45,711 shares; 2025Q4: 45,706 shares; 2026Q1: 46,243 shares; 2026Q2: 46,221 shares 46,221 $3.8M 0.07% -22 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,894 shares; 2024Q4: 14,826 shares; 2025Q1: 17,133 shares; 2025Q2: 21,479 shares; 2025Q3: 39,066 shares; 2025Q4: 54,886 shares; 2026Q1: 85,474 shares; 2026Q2: 127,271 shares 127,271 $3.76M 0.07% +41,797 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 1,838 shares; 2025Q1: 2,270 shares; 2025Q2: 174 shares; 2025Q3: 176 shares; 2025Q4: 11,039 shares; 2026Q1: 9,838 shares; 2026Q2: 9,027 shares 9,027 $3.76M 0.07% -811 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,867 shares; 2024Q4: 40,074 shares; 2025Q1: 41,301 shares; 2025Q2: 40,679 shares; 2025Q3: 41,741 shares; 2025Q4: 39,532 shares; 2026Q1: 41,368 shares; 2026Q2: 40,898 shares 40,898 $3.75M 0.07% -470 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,955 shares; 2024Q4: 44,755 shares; 2025Q1: 47,344 shares; 2025Q2: 49,288 shares; 2025Q3: 49,809 shares; 2025Q4: 39,719 shares; 2026Q1: 108,174 shares; 2026Q2: 117,309 shares 117,309 $3.75M 0.07% +9,135 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,070 shares; 2024Q4: 16,297 shares; 2025Q1: 16,571 shares; 2025Q2: 23,739 shares; 2025Q3: 24,454 shares; 2025Q4: 15,877 shares; 2026Q1: 16,017 shares; 2026Q2: 16,107 shares 16,107 $3.74M 0.07% +90 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,667 shares; 2024Q4: 9,444 shares; 2025Q1: 9,638 shares; 2025Q2: 7,843 shares; 2025Q3: 8,274 shares; 2025Q4: 8,223 shares; 2026Q1: 9,186 shares; 2026Q2: 9,563 shares 9,563 $3.73M 0.07% +377 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: 25,107 shares; 2024Q4: 15,296 shares; 2025Q1: 20,461 shares; 2025Q2: 16,188 shares; 2025Q3: 6,928 shares; 2025Q4: 6,704 shares; 2026Q1: 7,396 shares; 2026Q2: 7,115 shares 7,115 $3.72M 0.07% -281 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,576 shares; 2024Q4: 65,316 shares; 2025Q1: 92,678 shares; 2025Q2: 121,454 shares; 2025Q3: 148,876 shares; 2025Q4: 148,954 shares; 2026Q1: 135,847 shares; 2026Q2: 135,634 shares 135,634 $3.71M 0.07% -213 Timeline SLQD 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: 17,797 shares; 2025Q2: 48,600 shares; 2025Q3: 54,174 shares; 2025Q4: 55,107 shares; 2026Q1: 59,654 shares; 2026Q2: 73,563 shares 73,563 $3.71M 0.07% +13,909 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,158 shares; 2024Q4: 172,180 shares; 2025Q1: 225,672 shares; 2025Q2: 224,426 shares; 2025Q3: 207,345 shares; 2025Q4: 202,895 shares; 2026Q1: 193,795 shares; 2026Q2: 180,531 shares 180,531 $3.7M 0.07% -13,264 Timeline EDIV 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: 62,641 shares; 2024Q4: 64,788 shares; 2025Q1: 67,874 shares; 2025Q2: 75,896 shares; 2025Q3: 85,833 shares; 2025Q4: 87,304 shares; 2026Q1: 96,235 shares; 2026Q2: 90,190 shares 90,190 $3.69M 0.07% -6,045 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: 63,142 shares; 2024Q4: 66,538 shares; 2025Q1: 42,812 shares; 2025Q2: 31,741 shares; 2025Q3: 29,747 shares; 2025Q4: 31,127 shares; 2026Q1: 33,389 shares; 2026Q2: 39,243 shares 39,243 $3.69M 0.07% +5,854 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: 2,190 shares; 2024Q4: 2,708 shares; 2025Q1: 2,577 shares; 2025Q2: 2,656 shares; 2025Q3: 4,013 shares; 2025Q4: 3,617 shares; 2026Q1: 5,018 shares; 2026Q2: 23,436 shares 23,436 $3.68M 0.07% +18,418 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,316 shares; 2024Q4: 11,001 shares; 2025Q1: 9,885 shares; 2025Q2: 10,066 shares; 2025Q3: 10,240 shares; 2025Q4: 13,599 shares; 2026Q1: 13,145 shares; 2026Q2: 13,132 shares 13,132 $3.62M 0.07% -13 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: 23,679 shares; 2024Q4: 18,657 shares; 2025Q1: 19,649 shares; 2025Q2: 19,214 shares; 2025Q3: 20,181 shares; 2025Q4: 23,171 shares; 2026Q1: 22,984 shares; 2026Q2: 26,736 shares 26,736 $3.62M 0.07% +3,752 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,290 shares; 2024Q4: 57,773 shares; 2025Q1: 61,671 shares; 2025Q2: 66,874 shares; 2025Q3: 68,748 shares; 2025Q4: 73,558 shares; 2026Q1: 81,726 shares; 2026Q2: 95,067 shares 95,067 $3.62M 0.07% +13,341 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: 51,055 shares; 2024Q4: 52,395 shares; 2025Q1: 60,626 shares; 2025Q2: 63,887 shares; 2025Q3: 56,800 shares; 2025Q4: 58,618 shares; 2026Q1: 48,079 shares; 2026Q2: 53,255 shares 53,255 $3.6M 0.06% +5,176 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,096 shares; 2024Q4: 24,768 shares; 2025Q1: 20,860 shares; 2025Q2: 21,162 shares; 2025Q3: 20,978 shares; 2025Q4: 19,231 shares; 2026Q1: 20,375 shares; 2026Q2: 18,506 shares 18,506 $3.59M 0.06% -1,869 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: 5,309 shares; 2024Q4: 7,737 shares; 2025Q1: 11,866 shares; 2025Q2: 11,962 shares; 2025Q3: 11,565 shares; 2025Q4: 12,257 shares; 2026Q1: 14,264 shares; 2026Q2: 10,711 shares 10,711 $3.58M 0.06% -3,553 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: 161,565 shares; 2024Q4: 168,295 shares; 2025Q1: 164,714 shares; 2025Q2: 56,551 shares; 2025Q3: 51,559 shares; 2025Q4: 87,903 shares; 2026Q1: 69,651 shares; 2026Q2: 69,139 shares 69,139 $3.58M 0.06% -512 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 51,655 shares; 2026Q2: 71,129 shares 71,129 $3.58M 0.06% +19,474 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,626 shares; 2024Q4: 4,312 shares; 2025Q1: 12,994 shares; 2025Q2: 50,929 shares; 2025Q3: 63,136 shares; 2025Q4: 66,852 shares; 2026Q1: 63,001 shares; 2026Q2: 66,320 shares 66,320 $3.58M 0.06% +3,319 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967 shares; 2024Q4: 1,193 shares; 2025Q1: 7,431 shares; 2025Q2: 8,245 shares; 2025Q3: 9,517 shares; 2025Q4: 9,160 shares; 2026Q1: 9,675 shares; 2026Q2: 9,075 shares 9,075 $3.58M 0.06% -600 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,968 shares; 2024Q4: 43,723 shares; 2025Q1: 44,708 shares; 2025Q2: 46,989 shares; 2025Q3: 47,258 shares; 2025Q4: 45,204 shares; 2026Q1: 45,267 shares; 2026Q2: 49,513 shares 49,513 $3.58M 0.06% +4,246 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: 36,700 shares; 2024Q4: 39,328 shares; 2025Q1: 26,986 shares; 2025Q2: 34,089 shares; 2025Q3: 39,826 shares; 2025Q4: 44,392 shares; 2026Q1: 55,788 shares; 2026Q2: 58,185 shares 58,185 $3.58M 0.06% +2,397 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 1,111 shares; 2025Q1: 603 shares; 2025Q2: 1,630 shares; 2025Q3: 1,636 shares; 2025Q4: 1,366 shares; 2026Q1: 16,730 shares; 2026Q2: 18,301 shares 18,301 $3.54M 0.06% +1,571 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: 6,138 shares; 2024Q4: 7,975 shares; 2025Q1: 10,234 shares; 2025Q2: 52,299 shares; 2025Q3: 51,338 shares; 2025Q4: 56,550 shares; 2026Q1: 56,753 shares; 2026Q2: 56,729 shares 56,729 $3.51M 0.06% -24 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: 29,904 shares; 2024Q4: 32,727 shares; 2025Q1: 39,624 shares; 2025Q2: 47,563 shares; 2025Q3: 48,920 shares; 2025Q4: 61,844 shares; 2026Q1: 55,242 shares; 2026Q2: 48,848 shares 48,848 $3.51M 0.06% -6,394 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: 31,576 shares; 2024Q4: 35,239 shares; 2025Q1: 39,219 shares; 2025Q2: 39,589 shares; 2025Q3: 41,007 shares; 2025Q4: 44,435 shares; 2026Q1: 59,211 shares; 2026Q2: 66,869 shares 66,869 $3.5M 0.06% +7,658 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: 4,067 shares; 2024Q4: 4,664 shares; 2025Q1: 4,912 shares; 2025Q2: 5,328 shares; 2025Q3: 5,731 shares; 2025Q4: 7,087 shares; 2026Q1: 9,000 shares; 2026Q2: 14,200 shares 14,200 $3.5M 0.06% +5,200 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,682 shares; 2025Q2: 24,877 shares; 2025Q3: 27,873 shares; 2025Q4: 28,217 shares; 2026Q1: 26,643 shares; 2026Q2: 47,678 shares 47,678 $3.48M 0.06% +21,035 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 24,222 shares; 2026Q1: 56,886 shares; 2026Q2: 64,308 shares 64,308 $3.43M 0.06% +7,422 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: 19,305 shares; 2024Q4: 29,963 shares; 2025Q1: 77,145 shares; 2025Q2: 51,592 shares; 2025Q3: 22,193 shares; 2025Q4: 45,748 shares; 2026Q1: 116,396 shares; 2026Q2: 68,117 shares 68,117 $3.43M 0.06% -48,279 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: 112,286 shares; 2024Q4: 103,611 shares; 2025Q1: 122,123 shares; 2025Q2: 48,275 shares; 2025Q3: 73,622 shares; 2025Q4: 73,133 shares; 2026Q1: 76,197 shares; 2026Q2: 82,707 shares 82,707 $3.41M 0.06% +6,510 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: 324 shares; 2024Q4: 657 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 834 shares; 2025Q4: 1,109 shares; 2026Q1: 4,396 shares; 2026Q2: 4,054 shares 4,054 $3.4M 0.06% -342 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: 13,124 shares; 2024Q4: 14,020 shares; 2025Q1: 12,624 shares; 2025Q2: 12,206 shares; 2025Q3: 12,324 shares; 2025Q4: 37,114 shares; 2026Q1: 34,285 shares; 2026Q2: 35,414 shares 35,414 $3.39M 0.06% +1,129 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: 2,570 shares; 2024Q4: 4,317 shares; 2025Q1: 3,182 shares; 2025Q2: 3,909 shares; 2025Q3: 2,031 shares; 2025Q4: 6,553 shares; 2026Q1: 17,602 shares; 2026Q2: 21,192 shares 21,192 $3.35M 0.06% +3,590 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 5,761 shares; 2026Q1: 144,778 shares; 2026Q2: 149,948 shares 149,948 $3.35M 0.06% +5,170 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,888 shares; 2025Q2: 12,888 shares; 2025Q3: 12,846 shares; 2025Q4: 17,329 shares; 2026Q1: 171,027 shares; 2026Q2: 173,194 shares 173,194 $3.34M 0.06% +2,167 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: 5,801 shares; 2024Q4: 7,081 shares; 2025Q1: 102,717 shares; 2025Q2: 119,937 shares; 2025Q3: 110,169 shares; 2025Q4: 127,452 shares; 2026Q1: 144,430 shares; 2026Q2: 149,983 shares 149,983 $3.34M 0.06% +5,553 Timeline FBT 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: 3,040 shares; 2024Q4: 10,244 shares; 2025Q1: 10,438 shares; 2025Q2: 10,288 shares; 2025Q3: 10,625 shares; 2025Q4: 12,199 shares; 2026Q1: 13,090 shares; 2026Q2: 13,369 shares 13,369 $3.31M 0.06% +279 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,907 shares; 2024Q4: 23,902 shares; 2025Q1: 29,306 shares; 2025Q2: 26,764 shares; 2025Q3: 29,272 shares; 2025Q4: 26,637 shares; 2026Q1: 101,061 shares; 2026Q2: 145,329 shares 145,329 $3.31M 0.06% +44,268 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,174 shares; 2024Q4: 43,456 shares; 2025Q1: 43,780 shares; 2025Q2: 55,806 shares; 2025Q3: 56,904 shares; 2025Q4: 58,339 shares; 2026Q1: 64,424 shares; 2026Q2: 64,786 shares 64,786 $3.3M 0.06% +362 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: 8,304 shares; 2024Q4: 8,585 shares; 2025Q1: 8,190 shares; 2025Q2: 7,914 shares; 2025Q3: 8,515 shares; 2025Q4: 8,703 shares; 2026Q1: 9,661 shares; 2026Q2: 8,043 shares 8,043 $3.29M 0.06% -1,618 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: 31,556 shares; 2024Q4: 27,593 shares; 2025Q1: 26,500 shares; 2025Q2: 31,394 shares; 2025Q3: 31,416 shares; 2025Q4: 49,476 shares; 2026Q1: 52,276 shares; 2026Q2: 57,120 shares 57,120 $3.29M 0.06% +4,844 Timeline SDSI 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: 10,909 shares; 2024Q4: 15,342 shares; 2025Q1: 22,791 shares; 2025Q2: 21,908 shares; 2025Q3: 28,202 shares; 2025Q4: 43,951 shares; 2026Q1: 58,933 shares; 2026Q2: 63,809 shares 63,809 $3.28M 0.06% +4,876 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: 7,180 shares; 2024Q4: 7,218 shares; 2025Q1: 19,128 shares; 2025Q2: 7,749 shares; 2025Q3: 8,293 shares; 2025Q4: 9,681 shares; 2026Q1: 19,719 shares; 2026Q2: 19,223 shares 19,223 $3.25M 0.06% -496 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,462 shares; 2026Q1: 71,494 shares; 2026Q2: 78,747 shares 78,747 $3.23M 0.06% +7,253 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: 2,710 shares; 2024Q4: 6,857 shares; 2025Q1: 7,581 shares; 2025Q2: 7,337 shares; 2025Q3: 7,302 shares; 2025Q4: 7,202 shares; 2026Q1: 8,763 shares; 2026Q2: 9,097 shares 9,097 $3.22M 0.06% +334 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: 26,259 shares; 2024Q4: 26,377 shares; 2025Q1: 34,009 shares; 2025Q2: 35,533 shares; 2025Q3: 43,259 shares; 2025Q4: 38,501 shares; 2026Q1: 35,199 shares; 2026Q2: 36,077 shares 36,077 $3.21M 0.06% +878 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: 38,127 shares; 2024Q4: 47,264 shares; 2025Q1: 44,322 shares; 2025Q2: 26,541 shares; 2025Q3: 28,309 shares; 2025Q4: 28,429 shares; 2026Q1: 29,531 shares; 2026Q2: 33,014 shares 33,014 $3.19M 0.06% +3,483 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: 1,843 shares; 2024Q4: 3,808 shares; 2025Q1: 3,632 shares; 2025Q2: 3,971 shares; 2025Q3: 4,624 shares; 2025Q4: 5,307 shares; 2026Q1: 5,332 shares; 2026Q2: 9,346 shares 9,346 $3.18M 0.06% +4,014 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 2,534 shares; 2025Q1: 15,940 shares; 2025Q2: 31,629 shares; 2025Q3: 32,624 shares; 2025Q4: 39,719 shares; 2026Q1: 55,266 shares; 2026Q2: 59,205 shares 59,205 $3.16M 0.06% +3,939 Timeline FMF 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: 35,878 shares; 2024Q4: 45,315 shares; 2025Q1: 45,762 shares; 2025Q2: 46,179 shares; 2025Q3: 46,762 shares; 2025Q4: 51,529 shares; 2026Q1: 60,076 shares; 2026Q2: 62,877 shares 62,877 $3.15M 0.06% +2,801 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 75,214 shares; 2026Q1: 82,241 shares; 2026Q2: 91,873 shares 91,873 $3.08M 0.06% +9,632 Timeline FDD 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 2,304 shares; 2025Q2: 342,112 shares; 2025Q3: 322,972 shares; 2025Q4: 329,008 shares; 2026Q1: 368,685 shares; 2026Q2: 165,816 shares 165,816 $3.08M 0.06% -202,869 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,409 shares; 2024Q4: 9,582 shares; 2025Q1: 16,220 shares; 2025Q2: 14,343 shares; 2025Q3: 14,722 shares; 2025Q4: 10,608 shares; 2026Q1: 12,238 shares; 2026Q2: 11,802 shares 11,802 $3.07M 0.06% -436 Timeline FIIG 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: 79,064 shares; 2024Q4: 82,165 shares; 2025Q1: 95,544 shares; 2025Q2: 102,545 shares; 2025Q3: 113,262 shares; 2025Q4: 122,139 shares; 2026Q1: 131,685 shares; 2026Q2: 147,458 shares 147,458 $3.05M 0.06% +15,773 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,574 shares; 2024Q4: 102,703 shares; 2025Q1: 135,790 shares; 2025Q2: 158,670 shares; 2025Q3: 210,372 shares; 2025Q4: 221,472 shares; 2026Q1: 220,758 shares; 2026Q2: 226,563 shares 226,563 $3.05M 0.06% +5,805 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 609 shares; 2024Q4: 914 shares; 2025Q1: 8,814 shares; 2025Q2: 9,617 shares; 2025Q3: 4,926 shares; 2025Q4: 5,463 shares; 2026Q1: 13,348 shares; 2026Q2: 15,520 shares 15,520 $3.04M 0.05% +2,172 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: 3,801 shares; 2024Q4: 12,318 shares; 2025Q1: 15,513 shares; 2025Q2: 20,443 shares; 2025Q3: 34,227 shares; 2025Q4: 103,973 shares; 2026Q1: 93,534 shares; 2026Q2: 90,878 shares 90,878 $3.03M 0.05% -2,656 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,816 shares; 2024Q4: 45,749 shares; 2025Q1: 42,515 shares; 2025Q2: 41,417 shares; 2025Q3: 39,901 shares; 2025Q4: 42,138 shares; 2026Q1: 37,997 shares; 2026Q2: 31,898 shares 31,898 $3.02M 0.05% -6,099 Timeline POCT 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: 35,176 shares; 2024Q4: 52,699 shares; 2025Q1: 53,339 shares; 2025Q2: 52,252 shares; 2025Q3: 44,386 shares; 2025Q4: 65,260 shares; 2026Q1: 65,180 shares; 2026Q2: 65,050 shares 65,050 $3.02M 0.05% -130 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: 3,878 shares; 2024Q4: 4,528 shares; 2025Q1: 4,109 shares; 2025Q2: 4,598 shares; 2025Q3: 11,753 shares; 2025Q4: 16,823 shares; 2026Q1: 26,698 shares; 2026Q2: 31,269 shares 31,269 $3.01M 0.05% +4,571 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: 2,435 shares; 2024Q4: 2,403 shares; 2025Q1: 4,364 shares; 2025Q2: 3,693 shares; 2025Q3: 6,310 shares; 2025Q4: 7,962 shares; 2026Q1: 9,559 shares; 2026Q2: 12,071 shares 12,071 $3M 0.05% +2,512 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: 49 shares; 2025Q2: 51,080 shares; 2025Q3: 66,729 shares; 2025Q4: 72,091 shares; 2026Q1: 79,630 shares; 2026Q2: 69,082 shares 69,082 $2.98M 0.05% -10,548 Timeline QQA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,617 shares; 2026Q2: 51,634 shares 51,634 $2.98M 0.05% +1,017 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: 5,745 shares; 2024Q4: 6,102 shares; 2025Q1: 6,911 shares; 2025Q2: 7,394 shares; 2025Q3: 8,119 shares; 2025Q4: 11,980 shares; 2026Q1: 7,573 shares; 2026Q2: 8,216 shares 8,216 $2.98M 0.05% +643 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: 7,229 shares; 2024Q4: 7,248 shares; 2025Q1: 7,688 shares; 2025Q2: 7,510 shares; 2025Q3: 14,651 shares; 2025Q4: 21,870 shares; 2026Q1: 14,659 shares; 2026Q2: 17,965 shares 17,965 $2.96M 0.05% +3,306 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: 354 shares; 2025Q2: 401 shares; 2025Q3: 994 shares; 2025Q4: 1,042 shares; 2026Q1: 1,446 shares; 2026Q2: 1,286 shares 1,286 $2.92M 0.05% -160 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: 7,516 shares; 2024Q4: 19,177 shares; 2025Q1: 15,206 shares; 2025Q2: 17,682 shares; 2025Q3: 11,335 shares; 2025Q4: 11,558 shares; 2026Q1: 12,160 shares; 2026Q2: 11,913 shares 11,913 $2.89M 0.05% -247 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,186 shares; 2024Q4: 62,387 shares; 2025Q1: 55,554 shares; 2025Q2: 40,117 shares; 2025Q3: 33,579 shares; 2025Q4: 32,866 shares; 2026Q1: 46,386 shares; 2026Q2: 42,118 shares 42,118 $2.89M 0.05% -4,268 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 500 shares; 2025Q4: 235 shares; 2026Q1: 200 shares; 2026Q2: 59,642 shares 59,642 $2.88M 0.05% +59,442 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: 39,834 shares; 2024Q4: 47,137 shares; 2025Q1: 44,893 shares; 2025Q2: 77,443 shares; 2025Q3: 78,686 shares; 2025Q4: 72,233 shares; 2026Q1: 70,081 shares; 2026Q2: 37,623 shares 37,623 $2.88M 0.05% -32,458 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,693 shares; 2024Q4: 14,961 shares; 2025Q1: 10,171 shares; 2025Q2: 9,812 shares; 2025Q3: 9,586 shares; 2025Q4: 9,915 shares; 2026Q1: 11,131 shares; 2026Q2: 10,877 shares 10,877 $2.88M 0.05% -254 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494 shares; 2024Q4: 589 shares; 2025Q1: 9,630 shares; 2025Q2: 10,193 shares; 2025Q3: 10,404 shares; 2025Q4: 10,569 shares; 2026Q1: 16,116 shares; 2026Q2: 15,962 shares 15,962 $2.87M 0.05% -154 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,762 shares; 2024Q4: 29,993 shares; 2025Q1: 38,336 shares; 2025Q2: 48,677 shares; 2025Q3: 42,919 shares; 2025Q4: 122,486 shares; 2026Q1: 139,773 shares; 2026Q2: 137,046 shares 137,046 $2.86M 0.05% -2,727 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: 31,336 shares; 2024Q4: 27,456 shares; 2025Q1: 34,335 shares; 2025Q2: 73,721 shares; 2025Q3: 40,636 shares; 2025Q4: 28,581 shares; 2026Q1: 31,169 shares; 2026Q2: 56,435 shares 56,435 $2.85M 0.05% +25,266 Timeline PMAY 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: 88,468 shares; 2024Q4: 82,768 shares; 2025Q1: 77,468 shares; 2025Q2: 74,343 shares; 2025Q3: 70,823 shares; 2025Q4: 78,675 shares; 2026Q1: 66,434 shares; 2026Q2: 68,892 shares 68,892 $2.85M 0.05% +2,458 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,345 shares; 2024Q4: 21,386 shares; 2025Q1: 23,720 shares; 2025Q2: 35,726 shares; 2025Q3: 57,489 shares; 2025Q4: 58,224 shares; 2026Q1: 59,622 shares; 2026Q2: 66,860 shares 66,860 $2.82M 0.05% +7,238 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,244 shares; 2024Q4: 83,628 shares; 2025Q1: 81,662 shares; 2025Q2: 67,757 shares; 2025Q3: 62,502 shares; 2025Q4: 62,573 shares; 2026Q1: 92,512 shares; 2026Q2: 96,115 shares 96,115 $2.82M 0.05% +3,603 Timeline PEY 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: 108,715 shares; 2024Q4: 108,018 shares; 2025Q1: 110,130 shares; 2025Q2: 109,945 shares; 2025Q3: 109,288 shares; 2025Q4: 125,244 shares; 2026Q1: 122,991 shares; 2026Q2: 120,570 shares 120,570 $2.79M 0.05% -2,421 Timeline TWIN TWIN DISC INC More: the full row for TWIN DISC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,320 shares; 2025Q2: 107,202 shares; 2025Q3: 108,432 shares; 2025Q4: 116,551 shares; 2026Q1: 117,989 shares; 2026Q2: 120,357 shares 120,357 $2.79M 0.05% +2,368 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 367 shares; 2025Q1: 597 shares; 2025Q2: 1,025 shares; 2025Q3: 1,208 shares; 2025Q4: 1,367 shares; 2026Q1: 3,018 shares; 2026Q2: 3,511 shares 3,511 $2.79M 0.05% +493 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,278 shares; 2024Q4: 13,898 shares; 2025Q1: 13,898 shares; 2025Q2: 13,898 shares; 2025Q3: 13,898 shares; 2025Q4: 27,371 shares; 2026Q1: 26,643 shares; 2026Q2: 26,975 shares 26,975 $2.78M 0.05% +332 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: 1,653 shares; 2024Q4: 4,784 shares; 2025Q1: 28,759 shares; 2025Q2: 35,086 shares; 2025Q3: 34,965 shares; 2025Q4: 33,960 shares; 2026Q1: 33,996 shares; 2026Q2: 24,127 shares 24,127 $2.77M 0.05% -9,869 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,182 shares; 2024Q4: 9,542 shares; 2025Q1: 10,349 shares; 2025Q2: 9,828 shares; 2025Q3: 10,434 shares; 2025Q4: 10,662 shares; 2026Q1: 11,378 shares; 2026Q2: 12,427 shares 12,427 $2.77M 0.05% +1,049 Timeline FSMB 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: 97,154 shares; 2024Q4: 103,464 shares; 2025Q1: 95,909 shares; 2025Q2: 102,208 shares; 2025Q3: 105,361 shares; 2025Q4: 114,601 shares; 2026Q1: 137,246 shares; 2026Q2: 136,134 shares 136,134 $2.72M 0.05% -1,112 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: 3,523 shares; 2024Q4: 3,694 shares; 2025Q1: 3,783 shares; 2025Q2: 19,028 shares; 2025Q3: 33,347 shares; 2025Q4: 33,977 shares; 2026Q1: 42,720 shares; 2026Q2: 49,362 shares 49,362 $2.72M 0.05% +6,642 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,941 shares; 2024Q4: 25,406 shares; 2025Q1: 25,406 shares; 2025Q2: 27,671 shares; 2025Q3: 27,109 shares; 2025Q4: 27,109 shares; 2026Q1: 42,559 shares; 2026Q2: 91,238 shares 91,238 $2.71M 0.05% +48,679 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,777 shares; 2025Q1: 32,097 shares; 2025Q2: 99,993 shares; 2025Q3: 54,396 shares; 2025Q4: 56,952 shares; 2026Q1: 104,316 shares; 2026Q2: 89,782 shares 89,782 $2.67M 0.05% -14,534 Timeline BLOK 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: 3,924 shares; 2024Q4: 49,616 shares; 2025Q1: 48,618 shares; 2025Q2: 14,538 shares; 2025Q3: 24,630 shares; 2025Q4: 27,468 shares; 2026Q1: 42,312 shares; 2026Q2: 42,533 shares 42,533 $2.66M 0.05% +221 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,117 shares; 2024Q4: 10,638 shares; 2025Q1: 20,160 shares; 2025Q2: 34,963 shares; 2025Q3: 40,658 shares; 2025Q4: 44,639 shares; 2026Q1: 51,962 shares; 2026Q2: 56,687 shares 56,687 $2.66M 0.05% +4,725 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,370 shares; 2024Q4: 6,831 shares; 2025Q1: 7,494 shares; 2025Q2: 7,054 shares; 2025Q3: 7,362 shares; 2025Q4: 7,765 shares; 2026Q1: 8,548 shares; 2026Q2: 9,364 shares 9,364 $2.66M 0.05% +816 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 3,176 shares; 2025Q4: 3,450 shares; 2026Q1: 33,613 shares; 2026Q2: 34,123 shares 34,123 $2.65M 0.05% +510 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: 24,639 shares; 2024Q4: 38,408 shares; 2025Q1: 124,964 shares; 2025Q2: 36,864 shares; 2025Q3: 148,353 shares; 2025Q4: 44,141 shares; 2026Q1: 40,754 shares; 2026Q2: 49,363 shares 49,363 $2.65M 0.05% +8,609 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: 13,041 shares; 2024Q4: 12,868 shares; 2025Q1: 13,047 shares; 2025Q2: 21,369 shares; 2025Q3: 15,971 shares; 2025Q4: 14,246 shares; 2026Q1: 9,928 shares; 2026Q2: 11,914 shares 11,914 $2.63M 0.05% +1,986 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: 6,330 shares; 2024Q4: 7,508 shares; 2025Q1: 5,913 shares; 2025Q2: 5,582 shares; 2025Q3: 5,332 shares; 2025Q4: 5,333 shares; 2026Q1: 5,291 shares; 2026Q2: 5,215 shares 5,215 $2.61M 0.05% -76 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: 7,913 shares; 2024Q4: 12,066 shares; 2025Q1: 13,009 shares; 2025Q2: 17,198 shares; 2025Q3: 20,491 shares; 2025Q4: 19,113 shares; 2026Q1: 23,877 shares; 2026Q2: 26,424 shares 26,424 $2.59M 0.05% +2,547 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: 3,027 shares; 2024Q4: 3,417 shares; 2025Q1: 3,338 shares; 2025Q2: 3,511 shares; 2025Q3: 3,536 shares; 2025Q4: 3,536 shares; 2026Q1: 3,568 shares; 2026Q2: 3,638 shares 3,638 $2.59M 0.05% +70 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: 17,514 shares; 2024Q4: 18,628 shares; 2025Q1: 17,683 shares; 2025Q2: 10,890 shares; 2025Q3: 11,074 shares; 2025Q4: 12,018 shares; 2026Q1: 11,002 shares; 2026Q2: 11,970 shares 11,970 $2.59M 0.05% +968 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: 92,005 shares; 2024Q4: 105,003 shares; 2025Q1: 95,068 shares; 2025Q2: 36,058 shares; 2025Q3: 38,293 shares; 2025Q4: 69,655 shares; 2026Q1: 69,052 shares; 2026Q2: 70,278 shares 70,278 $2.58M 0.05% +1,226 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,751 shares; 2024Q4: 22,466 shares; 2025Q1: 23,606 shares; 2025Q2: 35,951 shares; 2025Q3: 49,564 shares; 2025Q4: 51,863 shares; 2026Q1: 55,929 shares; 2026Q2: 61,875 shares 61,875 $2.56M 0.05% +5,946 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,547 shares; 2024Q4: 1,924 shares; 2025Q1: 1,740 shares; 2025Q2: 1,836 shares; 2025Q3: 6,041 shares; 2025Q4: 6,226 shares; 2026Q1: 11,336 shares; 2026Q2: 13,359 shares 13,359 $2.56M 0.05% +2,023 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: 1,895 shares; 2024Q4: 1,610 shares; 2025Q1: 1,842 shares; 2025Q2: 3,253 shares; 2025Q3: 3,071 shares; 2025Q4: 3,321 shares; 2026Q1: 4,691 shares; 2026Q2: 4,970 shares 4,970 $2.56M 0.05% +279 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 944 shares; 2024Q4: 15,523 shares; 2025Q1: 13,442 shares; 2025Q2: 12,248 shares; 2025Q3: 12,278 shares; 2025Q4: 16,264 shares; 2026Q1: 12,472 shares; 2026Q2: 12,005 shares 12,005 $2.54M 0.05% -467 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 84,037 shares; 2026Q1: 85,758 shares; 2026Q2: 99,912 shares 99,912 $2.54M 0.05% +14,154 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 1,713 shares; 2025Q1: 1,577 shares; 2025Q2: 20,178 shares; 2025Q3: 19,902 shares; 2025Q4: 26,310 shares; 2026Q1: 40,058 shares; 2026Q2: 32,782 shares 32,782 $2.5M 0.05% -7,276 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 19 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 12,211 shares; 2026Q2: 17,353 shares 17,353 $2.49M 0.04% +5,142 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: 10,510 shares; 2024Q4: 10,606 shares; 2025Q1: 13,336 shares; 2025Q2: 17,227 shares; 2025Q3: 21,635 shares; 2025Q4: 27,793 shares; 2026Q1: 38,965 shares; 2026Q2: 51,185 shares 51,185 $2.48M 0.04% +12,220 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: 4,864 shares; 2024Q4: 5,235 shares; 2025Q1: 5,752 shares; 2025Q2: 8,780 shares; 2025Q3: 14,873 shares; 2025Q4: 18,108 shares; 2026Q1: 21,873 shares; 2026Q2: 29,877 shares 29,877 $2.46M 0.04% +8,004 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,836 shares; 2024Q4: 14,777 shares; 2025Q1: 16,854 shares; 2025Q2: 47,526 shares; 2025Q3: 49,689 shares; 2025Q4: 49,418 shares; 2026Q1: 50,166 shares; 2026Q2: 51,150 shares 51,150 $2.45M 0.04% +984 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: 49,799 shares; 2024Q4: 50,027 shares; 2025Q1: 47,392 shares; 2025Q2: 45,012 shares; 2025Q3: 30,138 shares; 2025Q4: 35,900 shares; 2026Q1: 33,802 shares; 2026Q2: 23,885 shares 23,885 $2.44M 0.04% -9,917 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 4,366 shares; 2025Q1: 5,090 shares; 2025Q2: 4,921 shares; 2025Q3: 7,353 shares; 2025Q4: 8,986 shares; 2026Q1: 11,852 shares; 2026Q2: 14,287 shares 14,287 $2.43M 0.04% +2,435 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: 7,257 shares; 2024Q4: 1,949 shares; 2025Q1: 1,690 shares; 2025Q2: 6,400 shares; 2025Q3: 76,825 shares; 2025Q4: 16,849 shares; 2026Q1: 25,459 shares; 2026Q2: 26,009 shares 26,009 $2.43M 0.04% +550 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,802 shares; 2024Q4: 164,450 shares; 2025Q1: 170,298 shares; 2025Q2: 88,145 shares; 2025Q3: 106,935 shares; 2025Q4: 117,253 shares; 2026Q1: 117,168 shares; 2026Q2: 135,670 shares 135,670 $2.43M 0.04% +18,502 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: 13,553 shares; 2024Q4: 20,885 shares; 2025Q1: 16,079 shares; 2025Q2: 16,630 shares; 2025Q3: 17,348 shares; 2025Q4: 16,247 shares; 2026Q1: 16,633 shares; 2026Q2: 13,120 shares 13,120 $2.42M 0.04% -3,513 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,299 shares; 2024Q4: 42,124 shares; 2025Q1: 41,877 shares; 2025Q2: 51,925 shares; 2025Q3: 60,655 shares; 2025Q4: 61,678 shares; 2026Q1: 60,573 shares; 2026Q2: 61,616 shares 61,616 $2.4M 0.04% +1,043 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,260 shares; 2025Q1: 1,261 shares; 2025Q2: 1,267 shares; 2025Q3: 1,831 shares; 2025Q4: 2,561 shares; 2026Q1: 60,965 shares; 2026Q2: 58,421 shares 58,421 $2.39M 0.04% -2,544 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,905 shares; 2024Q4: 9,922 shares; 2025Q1: 9,242 shares; 2025Q2: 9,383 shares; 2025Q3: 8,939 shares; 2025Q4: 7,545 shares; 2026Q1: 9,128 shares; 2026Q2: 8,366 shares 8,366 $2.39M 0.04% -762 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 239 shares; 2025Q1: 271 shares; 2025Q2: 269 shares; 2025Q3: 323 shares; 2025Q4: 1,592 shares; 2026Q1: 1,738 shares; 2026Q2: 1,781 shares 1,781 $2.37M 0.04% +43 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: 3,051 shares; 2024Q4: 3,258 shares; 2025Q1: 2,078 shares; 2025Q2: 6,663 shares; 2025Q3: 8,083 shares; 2025Q4: 8,242 shares; 2026Q1: 26,622 shares; 2026Q2: 25,666 shares 25,666 $2.37M 0.04% -956 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,801 shares; 2024Q4: 28,606 shares; 2025Q1: 26,143 shares; 2025Q2: 34,754 shares; 2025Q3: 34,698 shares; 2025Q4: 36,325 shares; 2026Q1: 39,869 shares; 2026Q2: 41,236 shares 41,236 $2.35M 0.04% +1,367 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,419 shares; 2024Q4: 16,529 shares; 2025Q1: 33,237 shares; 2025Q2: 40,049 shares; 2025Q3: 48,316 shares; 2025Q4: 48,329 shares; 2026Q1: 43,450 shares; 2026Q2: 43,101 shares 43,101 $2.35M 0.04% -349 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 2,493 shares; 2025Q2: 8,999 shares; 2025Q3: 12,004 shares; 2025Q4: 23,130 shares; 2026Q1: 32,279 shares; 2026Q2: 39,198 shares 39,198 $2.34M 0.04% +6,919 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,475 shares; 2024Q4: 3,457 shares; 2025Q1: 3,615 shares; 2025Q2: 6,539 shares; 2025Q3: 3,667 shares; 2025Q4: 3,409 shares; 2026Q1: 2,896 shares; 2026Q2: 23,338 shares 23,338 $2.34M 0.04% +20,442 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,454 shares; 2024Q4: 48,641 shares; 2025Q1: 60,339 shares; 2025Q2: 59,833 shares; 2025Q3: 59,740 shares; 2025Q4: 59,128 shares; 2026Q1: 60,112 shares; 2026Q2: 59,923 shares 59,923 $2.32M 0.04% -189 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 16,938 shares; 2025Q4: 17,991 shares; 2026Q1: 36,468 shares; 2026Q2: 62,784 shares 62,784 $2.31M 0.04% +26,316 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,570 shares; 2025Q2: 18,444 shares; 2025Q3: 37,420 shares; 2025Q4: 41,696 shares; 2026Q1: 30,498 shares; 2026Q2: 30,448 shares 30,448 $2.3M 0.04% -50 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: 9,816 shares; 2024Q4: 10,396 shares; 2025Q1: 10,675 shares; 2025Q2: 18,664 shares; 2025Q3: 22,320 shares; 2025Q4: 23,623 shares; 2026Q1: 25,344 shares; 2026Q2: 28,824 shares 28,824 $2.29M 0.04% +3,480 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,090 shares; 2024Q4: 2,010 shares; 2025Q1: 2,970 shares; 2025Q2: 29,417 shares; 2025Q3: 47,951 shares; 2025Q4: 30,222 shares; 2026Q1: 35,257 shares; 2026Q2: 40,676 shares 40,676 $2.28M 0.04% +5,419 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,291 shares; 2024Q4: 1,333 shares; 2025Q1: 1,398 shares; 2025Q2: 19,739 shares; 2025Q3: 20,229 shares; 2025Q4: 17,711 shares; 2026Q1: 11,328 shares; 2026Q2: 11,922 shares 11,922 $2.28M 0.04% +594 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,183 shares; 2025Q1: 3,207 shares; 2025Q2: 3,131 shares; 2025Q3: 3,188 shares; 2025Q4: 5,501 shares; 2026Q1: 6,164 shares; 2026Q2: 4,369 shares 4,369 $2.27M 0.04% -1,795 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,241 shares; 2024Q4: 113,575 shares; 2025Q1: 118,794 shares; 2025Q2: 31,802 shares; 2025Q3: 51,711 shares; 2025Q4: 51,771 shares; 2026Q1: 51,670 shares; 2026Q2: 56,381 shares 56,381 $2.27M 0.04% +4,711 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,810 shares; 2024Q4: 298,482 shares; 2025Q1: 266,740 shares; 2025Q2: 43,005 shares; 2025Q3: 47,171 shares; 2025Q4: 45,396 shares; 2026Q1: 46,757 shares; 2026Q2: 47,352 shares 47,352 $2.26M 0.04% +595 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,980 shares; 2024Q4: 15,854 shares; 2025Q1: 17,915 shares; 2025Q2: 20,418 shares; 2025Q3: 23,496 shares; 2025Q4: 22,483 shares; 2026Q1: 53,735 shares; 2026Q2: 56,060 shares 56,060 $2.25M 0.04% +2,325 Timeline SPYH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,682 shares; 2026Q1: 38,409 shares; 2026Q2: 40,325 shares 40,325 $2.25M 0.04% +1,916 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,218 shares; 2024Q4: 2,290 shares; 2025Q1: 1,286 shares; 2025Q2: 996 shares; 2025Q3: 2,182 shares; 2025Q4: 1,852 shares; 2026Q1: 1,885 shares; 2026Q2: 2,322 shares 2,322 $2.24M 0.04% +437 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,267 shares; 2024Q4: 66,844 shares; 2025Q1: 77,924 shares; 2025Q2: 76,381 shares; 2025Q3: 52,788 shares; 2025Q4: 52,902 shares; 2026Q1: 51,984 shares; 2026Q2: 51,923 shares 51,923 $2.24M 0.04% -61 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: 59,542 shares; 2024Q4: 65,849 shares; 2025Q1: 69,048 shares; 2025Q2: 68,275 shares; 2025Q3: 66,603 shares; 2025Q4: 49,498 shares; 2026Q1: 27,465 shares; 2026Q2: 27,913 shares 27,913 $2.23M 0.04% +448 Timeline XME 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: 19,590 shares; 2024Q4: 20,602 shares; 2025Q1: 20,768 shares; 2025Q2: 18,068 shares; 2025Q3: 16,038 shares; 2025Q4: 12,523 shares; 2026Q1: 20,195 shares; 2026Q2: 20,831 shares 20,831 $2.23M 0.04% +636 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares; 2026Q2: 51,466 shares 51,466 $2.23M 0.04% +51,352 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: 18,930 shares; 2024Q4: 18,587 shares; 2025Q1: 24,281 shares; 2025Q2: 26,584 shares; 2025Q3: 28,107 shares; 2025Q4: 28,083 shares; 2026Q1: 28,285 shares; 2026Q2: 24,760 shares 24,760 $2.22M 0.04% -3,525 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,992 shares 50,992 $2.22M 0.04% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,105 shares; 2024Q4: 7,176 shares; 2025Q1: 7,935 shares; 2025Q2: 6,890 shares; 2025Q3: 6,742 shares; 2025Q4: 17,269 shares; 2026Q1: 17,725 shares; 2026Q2: 18,885 shares 18,885 $2.21M 0.04% +1,160 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: 1,700 shares; 2024Q4: 3,914 shares; 2025Q1: 125 shares; 2025Q2: 2,076 shares; 2025Q3: 2,036 shares; 2025Q4: 11,490 shares; 2026Q1: 9,583 shares; 2026Q2: 7,315 shares 7,315 $2.21M 0.04% -2,268 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,009 shares; 2025Q2: 54,239 shares; 2025Q3: 78,550 shares; 2025Q4: 76,059 shares; 2026Q1: 79,981 shares; 2026Q2: 78,467 shares 78,467 $2.21M 0.04% -1,514 Timeline CGSD 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: 850 shares; 2024Q4: 861 shares; 2025Q1: 869 shares; 2025Q2: 879 shares; 2025Q3: 1,779 shares; 2025Q4: 17,807 shares; 2026Q1: 85,729 shares; 2026Q2: 85,481 shares 85,481 $2.2M 0.04% -248 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: 322 shares; 2024Q4: 322 shares; 2025Q1: 4,339 shares; 2025Q2: 4,234 shares; 2025Q3: 13,298 shares; 2025Q4: 9,810 shares; 2026Q1: 30,024 shares; 2026Q2: 31,491 shares 31,491 $2.19M 0.04% +1,467 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,027 shares; 2024Q4: 5,362 shares; 2025Q1: 6,960 shares; 2025Q2: 6,195 shares; 2025Q3: 5,700 shares; 2025Q4: 6,033 shares; 2026Q1: 5,898 shares; 2026Q2: 4,288 shares 4,288 $2.18M 0.04% -1,610 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,011 shares; 2024Q4: 2,701 shares; 2025Q1: 2,217 shares; 2025Q2: 1,920 shares; 2025Q3: 4,305 shares; 2025Q4: 5,354 shares; 2026Q1: 8,081 shares; 2026Q2: 9,176 shares 9,176 $2.18M 0.04% +1,095 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: 3,394 shares; 2024Q4: 3,492 shares; 2025Q1: 24,742 shares; 2025Q2: 30,730 shares; 2025Q3: 34,155 shares; 2025Q4: 37,817 shares; 2026Q1: 25,903 shares; 2026Q2: 27,158 shares 27,158 $2.16M 0.04% +1,255 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: 22,450 shares; 2024Q4: 26,403 shares; 2025Q1: 21,016 shares; 2025Q2: 23,975 shares; 2025Q3: 25,036 shares; 2025Q4: 25,194 shares; 2026Q1: 22,898 shares; 2026Q2: 22,723 shares 22,723 $2.15M 0.04% -175 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,857 shares; 2025Q4: 36,635 shares; 2026Q1: 74,989 shares; 2026Q2: 78,018 shares 78,018 $2.12M 0.04% +3,029 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: 64,184 shares; 2024Q4: 34,917 shares; 2025Q1: 35,709 shares; 2025Q2: 33,078 shares; 2025Q3: 38,527 shares; 2025Q4: 44,153 shares; 2026Q1: 33,497 shares; 2026Q2: 34,712 shares 34,712 $2.11M 0.04% +1,215 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,782 shares; 2024Q4: 4,740 shares; 2025Q1: 12,759 shares; 2025Q2: 25,446 shares; 2025Q3: 25,175 shares; 2025Q4: 30,425 shares; 2026Q1: 39,333 shares; 2026Q2: 41,793 shares 41,793 $2.11M 0.04% +2,460 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 2,469 shares; 2025Q1: 2,378 shares; 2025Q2: 1,903 shares; 2025Q3: 1,050 shares; 2025Q4: 5,422 shares; 2026Q1: 5,399 shares; 2026Q2: 5,300 shares 5,300 $2.11M 0.04% -99 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,134 shares 87,134 $2.09M 0.04% new Timeline QINT 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: not reported; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 23,513 shares; 2025Q3: 27,932 shares; 2025Q4: 28,167 shares; 2026Q1: 28,733 shares; 2026Q2: 30,043 shares 30,043 $2.09M 0.04% +1,310 Timeline PNOV 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: 8,653 shares; 2024Q4: 33,116 shares; 2025Q1: 31,866 shares; 2025Q2: 27,190 shares; 2025Q3: 13,789 shares; 2025Q4: 55,404 shares; 2026Q1: 53,349 shares; 2026Q2: 46,911 shares 46,911 $2.08M 0.04% -6,438 Timeline MGC 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: 28,030 shares; 2024Q4: 25,849 shares; 2025Q1: 26,123 shares; 2025Q2: 25,717 shares; 2025Q3: 26,026 shares; 2025Q4: 26,056 shares; 2026Q1: 25,970 shares; 2026Q2: 7,525 shares 7,525 $2.06M 0.04% -18,445 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: 6,566 shares; 2024Q4: 17,104 shares; 2025Q1: 27,391 shares; 2025Q2: 101,309 shares; 2025Q3: 60,922 shares; 2025Q4: 73,444 shares; 2026Q1: 76,157 shares; 2026Q2: 85,116 shares 85,116 $2.05M 0.04% +8,959 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 2,560 shares; 2025Q2: 4,135 shares; 2025Q3: 4,599 shares; 2025Q4: 5,499 shares; 2026Q1: 3,885 shares; 2026Q2: 4,241 shares 4,241 $2.05M 0.04% +356 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: 13,816 shares; 2024Q4: 1,767 shares; 2025Q1: 3,631 shares; 2025Q2: 3,784 shares; 2025Q3: 15,236 shares; 2025Q4: 32,339 shares; 2026Q1: 31,783 shares; 2026Q2: 27,478 shares 27,478 $2.05M 0.04% -4,305 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 1,729 shares; 2025Q1: 3,950 shares; 2025Q2: 3,827 shares; 2025Q3: 3,867 shares; 2025Q4: 3,841 shares; 2026Q1: 3,997 shares; 2026Q2: 4,491 shares 4,491 $2.03M 0.04% +494 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,960 shares; 2024Q4: 21,722 shares; 2025Q1: 27,597 shares; 2025Q2: 32,288 shares; 2025Q3: 33,176 shares; 2025Q4: 76,177 shares; 2026Q1: 82,803 shares; 2026Q2: 80,562 shares 80,562 $2.03M 0.04% -2,241 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: 13,049 shares; 2024Q4: 11,605 shares; 2025Q1: 10,837 shares; 2025Q2: 10,597 shares; 2025Q3: 10,393 shares; 2025Q4: 13,172 shares; 2026Q1: 12,986 shares; 2026Q2: 23,041 shares 23,041 $2.03M 0.04% +10,055 Timeline BDGS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,227 shares; 2025Q1: 29,358 shares; 2025Q2: 28,979 shares; 2025Q3: 29,472 shares; 2025Q4: 29,220 shares; 2026Q1: 53,394 shares; 2026Q2: 55,705 shares 55,705 $2.02M 0.04% +2,311 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,053 shares; 2024Q4: 57,366 shares; 2025Q1: 54,217 shares; 2025Q2: 50,965 shares; 2025Q3: 52,786 shares; 2025Q4: 48,141 shares; 2026Q1: 49,315 shares; 2026Q2: 52,629 shares 52,629 $2.01M 0.04% +3,314 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,907 shares; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares; 2026Q2: 35,586 shares 35,586 $2M 0.04% +32,921 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: 129,945 shares; 2024Q4: 135,828 shares; 2025Q1: 144,030 shares; 2025Q2: 142,224 shares; 2025Q3: 92,657 shares; 2025Q4: 102,035 shares; 2026Q1: 87,821 shares; 2026Q2: 87,293 shares 87,293 $2M 0.04% -528 Timeline FMHI 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: 24,102 shares; 2024Q4: 25,623 shares; 2025Q1: 26,488 shares; 2025Q2: 32,656 shares; 2025Q3: 33,602 shares; 2025Q4: 31,689 shares; 2026Q1: 36,313 shares; 2026Q2: 41,153 shares 41,153 $2M 0.04% +4,840 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,161 shares 22,161 $1.99M 0.04% new 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: 133,654 shares; 2024Q4: 133,475 shares; 2025Q1: 142,793 shares; 2025Q2: 145,937 shares; 2025Q3: 95,054 shares; 2025Q4: 95,353 shares; 2026Q1: 89,404 shares; 2026Q2: 88,883 shares 88,883 $1.99M 0.04% -521 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,452 shares; 2024Q4: 57,973 shares; 2025Q1: 78,813 shares; 2025Q2: 46,736 shares; 2025Q3: 44,790 shares; 2025Q4: 63,235 shares; 2026Q1: 63,254 shares; 2026Q2: 62,164 shares 62,164 $1.99M 0.04% -1,090 Timeline DOCT 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: 12,516 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 11,688 shares; 2025Q3: 11,830 shares; 2025Q4: 41,074 shares; 2026Q1: 45,062 shares; 2026Q2: 42,495 shares 42,495 $1.98M 0.04% -2,567 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,456 shares; 2024Q4: 15,456 shares; 2025Q1: 17,964 shares; 2025Q2: 21,182 shares; 2025Q3: 21,834 shares; 2025Q4: 14,791 shares; 2026Q1: 15,876 shares; 2026Q2: 8,843 shares 8,843 $1.98M 0.04% -7,033 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: 9,732 shares; 2024Q4: 9,656 shares; 2025Q1: 9,283 shares; 2025Q2: 2,618 shares; 2025Q3: 2,487 shares; 2025Q4: 3,651 shares; 2026Q1: 3,897 shares; 2026Q2: 7,601 shares 7,601 $1.98M 0.04% +3,704 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 7,536 shares; 2025Q1: 7,462 shares; 2025Q2: 6,861 shares; 2025Q3: 7,465 shares; 2025Q4: 7,497 shares; 2026Q1: 8,365 shares; 2026Q2: 8,298 shares 8,298 $1.98M 0.04% -67 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,245 shares; 2024Q4: 22,038 shares; 2025Q1: 22,476 shares; 2025Q2: 21,987 shares; 2025Q3: 22,056 shares; 2025Q4: 22,658 shares; 2026Q1: 22,968 shares; 2026Q2: 22,990 shares 22,990 $1.97M 0.04% +22 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: 4,835 shares; 2024Q4: 5,021 shares; 2025Q1: 4,631 shares; 2025Q2: 4,396 shares; 2025Q3: 4,282 shares; 2025Q4: 3,107 shares; 2026Q1: 6,056 shares; 2026Q2: 7,665 shares 7,665 $1.96M 0.04% +1,609 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,071 shares; 2024Q4: 35,874 shares; 2025Q1: 32,574 shares; 2025Q2: 43,123 shares; 2025Q3: 35,483 shares; 2025Q4: 36,169 shares; 2026Q1: 35,103 shares; 2026Q2: 45,293 shares 45,293 $1.96M 0.04% +10,190 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,890 shares; 2024Q4: 31,767 shares; 2025Q1: 31,465 shares; 2025Q2: 29,094 shares; 2025Q3: 28,235 shares; 2025Q4: 28,164 shares; 2026Q1: 27,594 shares; 2026Q2: 30,752 shares 30,752 $1.94M 0.04% +3,158 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 964 shares; 2025Q1: 942 shares; 2025Q2: 1,018 shares; 2025Q3: 1,334 shares; 2025Q4: 8,013 shares; 2026Q1: 5,001 shares; 2026Q2: 6,559 shares 6,559 $1.93M 0.03% +1,558 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,135 shares; 2024Q4: 46,235 shares; 2025Q1: 41,391 shares; 2025Q2: 42,077 shares; 2025Q3: 77,966 shares; 2025Q4: 75,673 shares; 2026Q1: 39,559 shares; 2026Q2: 39,554 shares 39,554 $1.93M 0.03% -5 Timeline IBD 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 58,790 shares; 2025Q3: 72,991 shares; 2025Q4: 73,637 shares; 2026Q1: 79,663 shares; 2026Q2: 81,140 shares 81,140 $1.93M 0.03% +1,477 Timeline