AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 465,269 shares 465,269 $155M 2.64% -19,689 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 662,737 shares 662,737 $151M 2.58% -1,041 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 184,214 shares 184,214 $94.5M 1.61% +3,752 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 119,241 shares 119,241 $88.2M 1.51% +10,602 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 962,543 shares 962,543 $86.7M 1.48% +219,562 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 339,392 shares 339,392 $84.6M 1.44% +11,149 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 190,693 shares 190,693 $65M 1.11% +2,651 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 78,038 shares 78,038 $59.5M 1.02% +1,206 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 168,955 shares 168,955 $58.1M 0.99% +695 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 636,584 shares 636,584 $57.1M 0.98% +3,695 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 79,620 shares 79,620 $48.7M 0.83% -838 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 68,294 shares 68,294 $47.9M 0.82% +3,955 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 915,168 shares 915,168 $46M 0.78% -825 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 110,523 shares 110,523 $43.9M 0.75% -5,846 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 408,970 shares 408,970 $39.8M 0.68% +1,999 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 51,899 shares 51,899 $39.7M 0.68% -2,362 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 436,490 shares 436,490 $39M 0.67% -30,537 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 750,214 shares 750,214 $38.4M 0.66% +22,801 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 258,251 shares 258,251 $36.7M 0.63% -11,729 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; 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; 2026Q3: 1,538,154 shares 1,538,154 $36.5M 0.62% +408,615 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 287,049 shares 287,049 $36.1M 0.62% +11,587 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 156,316 shares 156,316 $35.7M 0.61% +7,577 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 749,889 shares 749,889 $35.6M 0.61% +145,840 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,625 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; 2026Q3: 47,417 shares 47,417 $34.4M 0.59% +5,943 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 950,919 shares 950,919 $34.2M 0.58% +13,166 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 694,874 shares 694,874 $33.9M 0.58% +28,777 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 94,615 shares 94,615 $33.2M 0.57% +6,729 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,128,077 shares 1,128,077 $31.5M 0.54% -91,015 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 149,794 shares 149,794 $31.2M 0.53% -6,726 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 396,394 shares 396,394 $31M 0.53% -158,742 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 184,970 shares 184,970 $30.1M 0.51% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 59,464 shares 59,464 $29.6M 0.51% +4,684 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 30,687 shares 30,687 $27.9M 0.48% +1,059 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 178,714 shares 178,714 $27.7M 0.47% +4,646 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 803,554 shares 803,554 $27.3M 0.47% +28,425 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 276,043 shares 276,043 $27.3M 0.47% +41,870 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 70,833 shares 70,833 $27.1M 0.46% -1,948 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 113,867 shares 113,867 $26.6M 0.45% +3,924 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 756,809 shares 756,809 $24.6M 0.42% +44,086 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,057 shares 21,057 $24.4M 0.42% +705 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 789,539 shares 789,539 $23.7M 0.4% +32,971 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 332,935 shares 332,935 $23.5M 0.4% +5,450 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; 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; 2026Q3: 293,835 shares 293,835 $23.4M 0.4% +265,011 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 238,028 shares 238,028 $23.1M 0.39% +4,105 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 477 shares; 2025Q1: 479 shares; 2025Q2: 882 shares; 2025Q3: 134,342 shares; 2025Q4: 218,850 shares; 2026Q1: 296,312 shares; 2026Q2: 363,276 shares; 2026Q3: 452,788 shares 452,788 $22.9M 0.39% +89,512 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 69,231 shares 69,231 $22.9M 0.39% -1,311 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 108,334 shares 108,334 $22.4M 0.38% -1,425 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,589 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; 2026Q3: 319,749 shares 319,749 $22.2M 0.38% +66,177 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; 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; 2026Q3: 92,455 shares 92,455 $22M 0.38% +2,685 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; 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; 2026Q3: 234,712 shares 234,712 $21.8M 0.37% +9,195 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 98,202 shares 98,202 $21.8M 0.37% +46,644 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 264,158 shares 264,158 $21.4M 0.37% +5,535 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; 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; 2026Q3: 187,713 shares 187,713 $21.2M 0.36% -6,966 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 293,039 shares 293,039 $20.6M 0.35% +78,031 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 122,603 shares 122,603 $20.4M 0.35% +3,790 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 261,478 shares 261,478 $20.3M 0.35% -185,232 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 689,089 shares 689,089 $20.2M 0.34% +87,531 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; 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; 2026Q3: 281,636 shares 281,636 $20.2M 0.34% +84,799 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 451,590 shares 451,590 $20.1M 0.34% +12,565 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 334,919 shares 334,919 $19.9M 0.34% -77,742 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 101,075 shares 101,075 $18.9M 0.32% +8,989 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 69,310 shares 69,310 $18.3M 0.31% +51,550 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 50,696 shares 50,696 $18.2M 0.31% +4,247 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 254,608 shares 254,608 $17.4M 0.3% +110,787 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 205,185 shares 205,185 $17.4M 0.3% +9,072 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 166,820 shares 166,820 $17.3M 0.3% +944 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; 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; 2026Q3: 161,295 shares 161,295 $17.1M 0.29% +8,603 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 236,754 shares 236,754 $17M 0.29% +10,004 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; 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; 2026Q3: 278,832 shares 278,832 $16.9M 0.29% +15,498 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,779 shares 15,779 $16.8M 0.29% -700 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 248,166 shares 248,166 $16.7M 0.29% +199,318 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 62,204 shares 62,204 $16.4M 0.28% +45,125 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 155,276 shares 155,276 $16.1M 0.28% +1,076 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; 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; 2026Q3: 180,723 shares 180,723 $15.5M 0.26% +6,517 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 43,184 shares 43,184 $15.3M 0.26% +2,017 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 26,706 shares 26,706 $15.2M 0.26% +4,770 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; 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; 2026Q3: 160,515 shares 160,515 $15.1M 0.26% -4,786 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 333,245 shares 333,245 $15.1M 0.26% +159,785 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 183,969 shares 183,969 $14.9M 0.25% +3,477 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 73,883 shares 73,883 $14.5M 0.25% +6,482 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 54,869 shares 54,869 $14.4M 0.24% +1,939 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 192,474 shares 192,474 $14.2M 0.24% -3,668 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 268,688 shares 268,688 $14.1M 0.24% +113,535 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; 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; 2026Q3: 381,081 shares 381,081 $14M 0.24% +34,066 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 64,772 shares 64,772 $14M 0.24% +6,793 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 102,590 shares 102,590 $14M 0.24% -6,311 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 270,796 shares 270,796 $13.8M 0.23% +85,313 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 93,296 shares 93,296 $13.6M 0.23% +5,817 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 69,305 shares 69,305 $13.6M 0.23% +4,701 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,645 shares 16,645 $13.5M 0.23% +2,696 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 35,919 shares 35,919 $13.4M 0.23% -827 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 193,822 shares 193,822 $13.4M 0.23% +26,897 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 35,504 shares 35,504 $13M 0.22% -3,729 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 257,265 shares 257,265 $13M 0.22% +28,983 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 127,618 shares 127,618 $12.8M 0.22% +38,888 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 260,450 shares 260,450 $12.8M 0.22% +9,594 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,736 shares; 2026Q3: 84,890 shares 84,890 $12.8M 0.22% +32,154 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 244,342 shares 244,342 $12.8M 0.22% -1,692 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 118,564 shares 118,564 $12.8M 0.22% +9,327 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 62,341 shares 62,341 $12.7M 0.22% -3,517 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; 2024Q4: 117 shares; 2025Q1: 455 shares; 2025Q2: 393 shares; 2025Q3: 421 shares; 2025Q4: 73,921 shares; 2026Q1: 241,924 shares; 2026Q2: 238,182 shares; 2026Q3: 469,184 shares 469,184 $12.7M 0.22% +231,002 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 89,564 shares 89,564 $12.3M 0.21% +1,412 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 35,959 shares 35,959 $12.1M 0.21% -2,591 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; 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; 2026Q3: 629,582 shares 629,582 $12M 0.21% +11,935 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 237,172 shares 237,172 $11.9M 0.2% -8,162 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 120,943 shares 120,943 $11.8M 0.2% +58,320 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 41,232 shares 41,232 $11.7M 0.2% +6,859 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 271,309 shares 271,309 $11.6M 0.2% +20,177 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 115,291 shares 115,291 $11.6M 0.2% -2,753 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; 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; 2026Q3: 206,949 shares 206,949 $11.5M 0.2% -2,369 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; 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; 2026Q3: 62,384 shares 62,384 $11.5M 0.2% +111 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 57,668 shares 57,668 $11.4M 0.19% +7,049 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 469,655 shares 469,655 $11.4M 0.19% -25,480 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 94,626 shares 94,626 $11.4M 0.19% +4,288 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 207,134 shares 207,134 $11.1M 0.19% +39,767 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; 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; 2026Q3: 96,052 shares 96,052 $11.1M 0.19% +5,232 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 57,898 shares 57,898 $10.7M 0.18% -2,572 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 136,800 shares 136,800 $10.7M 0.18% +4,340 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 44,067 shares 44,067 $10.6M 0.18% -890 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 39,876 shares 39,876 $10.6M 0.18% +1,116 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,303 shares 26,303 $10.5M 0.18% -1,366 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 87,894 shares 87,894 $10.5M 0.18% -71,410 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 17,203 shares 17,203 $10.5M 0.18% +9,480 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 76,810 shares 76,810 $10.3M 0.18% -1,484 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 48,877 shares 48,877 $10.3M 0.18% -1,111 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 60,778 shares 60,778 $10.2M 0.17% -371 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 115,979 shares 115,979 $10.2M 0.17% -100,669 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; 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; 2026Q3: 10,101 shares 10,101 $10.1M 0.17% -442 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 168,872 shares 168,872 $10M 0.17% -629 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 252,643 shares 252,643 $9.96M 0.17% +44,838 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 450,734 shares 450,734 $9.96M 0.17% +21,204 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 71,638 shares 71,638 $9.91M 0.17% -559 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 34,808 shares 34,808 $9.9M 0.17% -7,951 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,365 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; 2026Q3: 30,853 shares 30,853 $9.79M 0.17% -965 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 51,049 shares 51,049 $9.74M 0.17% +7,848 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 199,587 shares 199,587 $9.67M 0.17% -70,762 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 176,029 shares 176,029 $9.58M 0.16% +4,009 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 293,056 shares; 2026Q3: 320,587 shares 320,587 $9.57M 0.16% +27,531 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 100,925 shares 100,925 $9.54M 0.16% +7,144 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 88,734 shares 88,734 $9.45M 0.16% -12,540 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 42,691 shares 42,691 $9.39M 0.16% -582 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 382,410 shares 382,410 $9.33M 0.16% +11,671 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 179,460 shares 179,460 $9.29M 0.16% +15,162 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,564 shares 16,564 $9.13M 0.16% -5,051 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 148,522 shares 148,522 $9.13M 0.16% -149 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 39,410 shares 39,410 $9.1M 0.16% +7,147 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,856 shares 19,856 $9.06M 0.15% -149 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 65,465 shares 65,465 $9.02M 0.15% +12,738 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; 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; 2026Q3: 183,174 shares 183,174 $8.95M 0.15% +132,766 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 112,372 shares 112,372 $8.8M 0.15% -4,931 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; 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; 2026Q3: 205,708 shares 205,708 $8.7M 0.15% +3,029 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; 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; 2026Q3: 27,226 shares 27,226 $8.61M 0.15% +1,613 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 32,114 shares 32,114 $8.51M 0.15% -1,830 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 352,410 shares 352,410 $8.5M 0.15% -18,419 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 68,766 shares 68,766 $8.46M 0.14% +18,374 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; 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; 2026Q3: 202,948 shares 202,948 $8.43M 0.14% +7,134 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; 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; 2026Q3: 222,267 shares 222,267 $8.4M 0.14% +6,179 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 168,999 shares 168,999 $8.36M 0.14% +9,875 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,761 shares 12,761 $8.2M 0.14% -273 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 172,961 shares 172,961 $8.11M 0.14% -5,296 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 158,491 shares 158,491 $8.1M 0.14% +64,395 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 121,316 shares 121,316 $8.1M 0.14% -653 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; 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; 2026Q3: 157,564 shares 157,564 $8.08M 0.14% +364 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; 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; 2026Q3: 287,497 shares 287,497 $8M 0.14% -13,398 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; 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; 2026Q3: 173,714 shares 173,714 $7.96M 0.14% +14,903 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 118,361 shares 118,361 $7.91M 0.13% +14,502 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 437 shares; 2025Q1: 549 shares; 2025Q2: 1,176 shares; 2025Q3: 2,386 shares; 2025Q4: 4,350 shares; 2026Q1: 4,375 shares; 2026Q2: 2,656 shares; 2026Q3: 228,212 shares 228,212 $7.83M 0.13% +225,556 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 56,917 shares 56,917 $7.81M 0.13% +3,427 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,703 shares; 2026Q2: 190,454 shares; 2026Q3: 214,838 shares 214,838 $7.81M 0.13% +24,384 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 90,709 shares 90,709 $7.81M 0.13% +20,061 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 94,086 shares 94,086 $7.81M 0.13% +1,726 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 27,887 shares 27,887 $7.75M 0.13% +2,768 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 167,568 shares 167,568 $7.69M 0.13% -275 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,475 shares; 2025Q1: 6,497 shares; 2025Q2: 23,451 shares; 2025Q3: 26,250 shares; 2025Q4: 27,100 shares; 2026Q1: 28,021 shares; 2026Q2: 28,075 shares; 2026Q3: 111,052 shares 111,052 $7.68M 0.13% +82,977 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 304,558 shares 304,558 $7.6M 0.13% +1,276 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 33,014 shares 33,014 $7.58M 0.13% -1,608 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 42,070 shares 42,070 $7.52M 0.13% +5,549 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; 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; 2026Q3: 133,160 shares 133,160 $7.49M 0.13% +2,970 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 56,474 shares 56,474 $7.47M 0.13% +2,198 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; 2024Q4: 187 shares; 2025Q1: 192 shares; 2025Q2: 153 shares; 2025Q3: 197 shares; 2025Q4: 171 shares; 2026Q1: 39,148 shares; 2026Q2: 34,193 shares; 2026Q3: 32,153 shares 32,153 $7.44M 0.13% -2,040 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 99,079 shares 99,079 $7.4M 0.13% +11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,993 shares; 2026Q1: 76,627 shares; 2026Q2: 234,059 shares; 2026Q3: 334,162 shares 334,162 $7.37M 0.13% +100,103 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 95,417 shares 95,417 $7.37M 0.13% +19,578 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 73,849 shares 73,849 $7.36M 0.13% +6,841 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; 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; 2026Q3: 154,511 shares 154,511 $7.32M 0.12% +6,330 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 774 shares; 2025Q1: 849 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 786 shares; 2026Q1: 27,508 shares; 2026Q2: 29,079 shares; 2026Q3: 31,556 shares 31,556 $7.31M 0.12% +2,477 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,141 shares 19,141 $7.29M 0.12% +2,547 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,462 shares; 2026Q2: 252,324 shares; 2026Q3: 349,334 shares 349,334 $7.29M 0.12% +97,010 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 98,132 shares 98,132 $7.2M 0.12% -78 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 46,703 shares 46,703 $7.18M 0.12% +2,839 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,032 shares 14,032 $7.18M 0.12% -546 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; 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; 2026Q3: 69,167 shares 69,167 $7.16M 0.12% +388 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,996 shares 23,996 $7.08M 0.12% -858 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,843 shares 7,843 $7.06M 0.12% -1,329 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; 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; 2026Q3: 278,402 shares 278,402 $6.97M 0.12% +36,570 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 243,978 shares 243,978 $6.96M 0.12% +15,567 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 249,561 shares 249,561 $6.96M 0.12% +10,081 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,026 shares 16,026 $6.89M 0.12% +5,212 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 209,993 shares 209,993 $6.85M 0.12% +15,214 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; 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; 2026Q3: 163,073 shares 163,073 $6.73M 0.11% -6,165 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 854 shares; 2026Q3: 186,653 shares 186,653 $6.72M 0.11% +185,799 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; 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; 2026Q3: 339,981 shares 339,981 $6.71M 0.11% +7,540 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 79,487 shares 79,487 $6.68M 0.11% +25,063 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; 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; 2026Q3: 125,779 shares 125,779 $6.63M 0.11% 0 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; 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; 2026Q3: 271,465 shares 271,465 $6.61M 0.11% +27,646 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 59,494 shares 59,494 $6.56M 0.11% -4,764 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 47,609 shares 47,609 $6.55M 0.11% +1,575 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,813 shares 6,813 $6.51M 0.11% -224 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 285,607 shares 285,607 $6.48M 0.11% +12,632 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 56,036 shares 56,036 $6.46M 0.11% +882 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 42,211 shares 42,211 $6.42M 0.11% +443 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,514 shares 7,514 $6.42M 0.11% +728 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 151,760 shares 151,760 $6.4M 0.11% +89,885 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,275 shares 19,275 $6.33M 0.11% -1,769 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158 shares; 2026Q3: 222,246 shares 222,246 $6.27M 0.11% +222,088 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 123,761 shares 123,761 $6.24M 0.11% +67,326 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 224,238 shares 224,238 $6.16M 0.11% +10,001 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,169 shares 9,169 $6.16M 0.11% +123 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 48,572 shares 48,572 $6.08M 0.1% -908 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,385 shares 6,385 $6.07M 0.1% -455 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 92,242 shares; 2026Q1: 201 shares; 2026Q2: 201 shares; 2026Q3: 53,505 shares 53,505 $6.04M 0.1% +53,304 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 36,016 shares 36,016 $6.01M 0.1% -1,090 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,689 shares 19,689 $5.99M 0.1% -208 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; 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; 2026Q3: 368,966 shares 368,966 $5.98M 0.1% +7,332 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 46,535 shares 46,535 $5.96M 0.1% +398 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,256 shares 21,256 $5.95M 0.1% +5,263 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 124,180 shares 124,180 $5.88M 0.1% +138 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; 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; 2026Q3: 320,671 shares 320,671 $5.78M 0.1% +15,067 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,172 shares 3,172 $5.75M 0.1% +75 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 143,876 shares 143,876 $5.7M 0.1% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,227 shares 18,227 $5.69M 0.1% +1,403 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; 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; 2026Q3: 89,800 shares 89,800 $5.68M 0.1% +2,964 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,162 shares; 2025Q1: 30,853 shares; 2025Q2: 20,306 shares; 2025Q3: 6,895 shares; 2025Q4: 6,234 shares; 2026Q1: 5,957 shares; 2026Q2: 6,969 shares; 2026Q3: 57,193 shares 57,193 $5.67M 0.1% +50,224 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 61,332 shares 61,332 $5.65M 0.1% -19,103 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,835 shares 13,835 $5.63M 0.1% +1,084 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,551 shares 16,551 $5.62M 0.1% -3,427 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 59,589 shares 59,589 $5.57M 0.1% +12,928 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,927 shares 18,927 $5.53M 0.09% -2,385 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 52,172 shares 52,172 $5.47M 0.09% +2,009 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,138 shares 5,138 $5.44M 0.09% +33 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 71,385 shares 71,385 $5.38M 0.09% +2,296 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 67,037 shares 67,037 $5.37M 0.09% -6,022 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; 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; 2026Q3: 126,971 shares 126,971 $5.37M 0.09% +1,197 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 252,651 shares 252,651 $5.34M 0.09% +10,227 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 121,053 shares 121,053 $5.34M 0.09% +9,043 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; 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; 2026Q3: 143,891 shares 143,891 $5.34M 0.09% +15 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 17,482 shares 17,482 $5.33M 0.09% -7,820 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 122,635 shares 122,635 $5.31M 0.09% +2,115 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; 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; 2026Q3: 28,758 shares 28,758 $5.29M 0.09% -4,344 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; 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; 2026Q3: 149,774 shares 149,774 $5.28M 0.09% +53,659 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; 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; 2026Q3: 105,143 shares 105,143 $5.27M 0.09% +1,445 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 349 shares; 2025Q1: 329 shares; 2025Q2: 364 shares; 2025Q3: 382 shares; 2025Q4: 512 shares; 2026Q1: 1,617 shares; 2026Q2: 2,525 shares; 2026Q3: 3,023 shares 3,023 $5.23M 0.09% +498 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 40,486 shares 40,486 $5.22M 0.09% -2,225 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; 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; 2026Q3: 90,545 shares 90,545 $5.2M 0.09% +8,931 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; 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; 2026Q3: 94,531 shares 94,531 $5.19M 0.09% -2,403 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 45,739 shares 45,739 $5.17M 0.09% +1,997 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,028 shares 10,028 $5.11M 0.09% -304 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; 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; 2026Q3: 109,596 shares 109,596 $5.08M 0.09% +2,139 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 52,391 shares 52,391 $5.06M 0.09% +8,468 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 59,966 shares 59,966 $5.06M 0.09% +29,571 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 49,862 shares 49,862 $5.04M 0.09% +2,251 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 114,113 shares 114,113 $5.04M 0.09% -7,066 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 133,306 shares 133,306 $4.99M 0.09% +2,005 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,002 shares 14,002 $4.99M 0.09% -4,258 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; 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; 2026Q3: 182,732 shares 182,732 $4.98M 0.09% +2,776 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; 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; 2026Q3: 229,301 shares 229,301 $4.94M 0.08% +25,859 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 42,868 shares 42,868 $4.89M 0.08% +1,694 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; 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; 2026Q3: 53,284 shares 53,284 $4.86M 0.08% +12,386 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 102,874 shares 102,874 $4.82M 0.08% -24,326 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 151,117 shares 151,117 $4.76M 0.08% +8,855 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; 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; 2026Q3: 93,721 shares 93,721 $4.75M 0.08% -12,191 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; 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; 2026Q3: 138,270 shares 138,270 $4.74M 0.08% -2,384 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,161 shares; 2026Q3: 52,027 shares 52,027 $4.73M 0.08% +29,866 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 54,631 shares 54,631 $4.71M 0.08% +4,205 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; 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; 2026Q3: 111,870 shares 111,870 $4.67M 0.08% -8,948 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,091 shares; 2026Q2: 89,610 shares; 2026Q3: 95,843 shares 95,843 $4.6M 0.08% +6,233 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 208,901 shares 208,901 $4.58M 0.08% -1,481 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 65,284 shares 65,284 $4.57M 0.08% +629 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 138,555 shares 138,555 $4.56M 0.08% +15,317 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 201,091 shares 201,091 $4.54M 0.08% -1,846 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,639 shares 14,639 $4.52M 0.08% +420 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,694 shares 6,694 $4.52M 0.08% +1,479 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 64,320 shares 64,320 $4.52M 0.08% -3,559 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 80,266 shares 80,266 $4.51M 0.08% +625 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 43,364 shares 43,364 $4.51M 0.08% +6,715 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; 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; 2026Q3: 133,759 shares 133,759 $4.51M 0.08% +41,886 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,406 shares 19,406 $4.48M 0.08% +198 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 85,028 shares 85,028 $4.48M 0.08% +25,823 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,262 shares; 2026Q1: 19,591 shares; 2026Q2: 18,985 shares; 2026Q3: 98,627 shares 98,627 $4.43M 0.08% +79,642 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; 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; 2026Q3: 43,652 shares 43,652 $4.42M 0.08% +799 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,431 shares 23,431 $4.41M 0.08% +1,669 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; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 20 shares; 2025Q4: 1,960 shares; 2026Q1: 60,507 shares; 2026Q2: 79,607 shares; 2026Q3: 91,386 shares 91,386 $4.4M 0.08% +11,779 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; 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; 2026Q3: 132,186 shares 132,186 $4.39M 0.08% +1,186 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 57,711 shares 57,711 $4.37M 0.07% +2,481 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 32,509 shares 32,509 $4.36M 0.07% -169 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,995 shares 47,995 $4.36M 0.07% +2,342 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 82,361 shares 82,361 $4.35M 0.07% +6,824 Timeline HURC HURCO CO More: the full row for HURCO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 200,068 shares 200,068 $4.33M 0.07% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 96,111 shares 96,111 $4.32M 0.07% +3,134 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; 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; 2026Q3: 8,999 shares 8,999 $4.32M 0.07% +285 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,433 shares 8,433 $4.29M 0.07% +1,318 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; 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; 2026Q3: 95,852 shares 95,852 $4.27M 0.07% -5,841 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; 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; 2026Q3: 91,233 shares 91,233 $4.26M 0.07% -143 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; 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; 2026Q3: 60,070 shares 60,070 $4.2M 0.07% +12,392 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; 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; 2026Q3: 83,015 shares 83,015 $4.2M 0.07% +19,206 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 53,477 shares 53,477 $4.19M 0.07% +1,001 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,382 shares 15,382 $4.19M 0.07% -3,927 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,490 shares; 2026Q3: 32,128 shares 32,128 $4.17M 0.07% +1,638 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; 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; 2026Q3: 309,934 shares 309,934 $4.17M 0.07% +83,371 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 28,643 shares 28,643 $4.16M 0.07% -2,252 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 51,655 shares; 2026Q2: 71,129 shares; 2026Q3: 84,832 shares 84,832 $4.15M 0.07% +13,703 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,135 shares 16,135 $4.12M 0.07% -3,088 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,422 shares; 2026Q1: 60,912 shares; 2026Q2: 66,896 shares; 2026Q3: 67,515 shares 67,515 $4.1M 0.07% +619 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 86,235 shares 86,235 $4.08M 0.07% -4,643 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 41,658 shares 41,658 $4.06M 0.07% -15,626 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 65,979 shares 65,979 $4.04M 0.07% +7,794 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; 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; 2026Q3: 59,085 shares 59,085 $4.03M 0.07% -2,022 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; 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; 2026Q3: 145,117 shares 145,117 $4M 0.07% +9,483 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; 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; 2026Q3: 9,339 shares 9,339 $3.99M 0.07% -224 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; 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; 2026Q3: 95,483 shares 95,483 $3.97M 0.07% -5,770 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; 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; 2026Q3: 14,764 shares 14,764 $3.97M 0.07% -3,537 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 92,270 shares 92,270 $3.96M 0.07% new 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; 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; 2026Q3: 152,366 shares 152,366 $3.94M 0.07% +25,095 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 34,755 shares 34,755 $3.94M 0.07% -1,447 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 46,478 shares 46,478 $3.92M 0.07% +257 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 30,269 shares 30,269 $3.92M 0.07% +2,010 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,750 shares 11,750 $3.9M 0.07% +2,653 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; 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; 2026Q3: 99,410 shares 99,410 $3.84M 0.07% +15,890 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; 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; 2026Q3: 56,614 shares 56,614 $3.84M 0.07% -126 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 76,139 shares 76,139 $3.84M 0.07% +8,022 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,671 shares 19,671 $3.83M 0.07% +4,896 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,938 shares 8,938 $3.77M 0.06% +722 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17,797 shares; 2025Q2: 48,600 shares; 2025Q3: 54,174 shares; 2025Q4: 55,107 shares; 2026Q1: 59,654 shares; 2026Q2: 73,563 shares; 2026Q3: 75,971 shares 75,971 $3.76M 0.06% +2,408 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; 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; 2026Q3: 116,355 shares 116,355 $3.75M 0.06% -954 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 73,705 shares 73,705 $3.73M 0.06% +8,919 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; 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; 2026Q3: 96,809 shares 96,809 $3.67M 0.06% -10,816 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 70,433 shares 70,433 $3.66M 0.06% +3,564 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 49,510 shares 49,510 $3.65M 0.06% -3 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 62,529 shares 62,529 $3.65M 0.06% +19,428 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 46,773 shares 46,773 $3.65M 0.06% -305 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; 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; 2026Q3: 14,314 shares 14,314 $3.64M 0.06% +2,243 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 212,487 shares 212,487 $3.61M 0.06% +31,956 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 24,222 shares; 2026Q1: 56,886 shares; 2026Q2: 64,308 shares; 2026Q3: 66,896 shares 66,896 $3.6M 0.06% +2,588 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 86,281 shares 86,281 $3.57M 0.06% +3,574 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 163,317 shares 163,317 $3.57M 0.06% +17,988 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 37,669 shares 37,669 $3.54M 0.06% +4,655 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,495 shares 8,495 $3.54M 0.06% +452 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; 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; 2026Q3: 64,626 shares 64,626 $3.53M 0.06% +29,040 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; 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; 2026Q3: 100,733 shares 100,733 $3.53M 0.06% +5,666 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; 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; 2026Q3: 12,962 shares 12,962 $3.52M 0.06% -170 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; 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; 2026Q3: 89,088 shares 89,088 $3.52M 0.06% +10,341 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,888 shares 10,888 $3.52M 0.06% -889 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 22,189 shares 22,189 $3.5M 0.06% +997 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 55,353 shares 55,353 $3.49M 0.06% +2,098 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 20,393 shares 20,393 $3.49M 0.06% +4,873 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 84,037 shares; 2026Q1: 85,758 shares; 2026Q2: 99,912 shares; 2026Q3: 131,978 shares 131,978 $3.49M 0.06% +32,066 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; 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; 2026Q3: 37,110 shares 37,110 $3.48M 0.06% -2,133 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 72,111 shares 72,111 $3.47M 0.06% -3,814 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; 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; 2026Q3: 36,325 shares 36,325 $3.46M 0.06% -4,052 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,815 shares; 2025Q1: 4,951 shares; 2025Q2: 7,075 shares; 2025Q3: 7,654 shares; 2025Q4: 8,379 shares; 2026Q1: 7,930 shares; 2026Q2: 8,006 shares; 2026Q3: 16,862 shares 16,862 $3.43M 0.06% +8,856 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 38,325 shares 38,325 $3.43M 0.06% +2,248 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 65,858 shares 65,858 $3.42M 0.06% -3,281 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 54,624 shares 54,624 $3.41M 0.06% -2,496 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 37,128 shares 37,128 $3.4M 0.06% -28,001 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 60,831 shares 60,831 $3.4M 0.06% -5,489 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; 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; 2026Q3: 62,258 shares 62,258 $3.38M 0.06% +5,529 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,223 shares 12,223 $3.35M 0.06% +421 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 354 shares; 2025Q2: 401 shares; 2025Q3: 994 shares; 2025Q4: 1,042 shares; 2026Q1: 1,446 shares; 2026Q2: 1,286 shares; 2026Q3: 1,923 shares 1,923 $3.35M 0.06% +637 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 51,080 shares; 2025Q3: 66,729 shares; 2025Q4: 72,091 shares; 2026Q1: 79,630 shares; 2026Q2: 69,082 shares; 2026Q3: 75,411 shares 75,411 $3.32M 0.06% +6,329 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; 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; 2026Q3: 18,565 shares 18,565 $3.29M 0.06% +59 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,636 shares; 2025Q1: 13,078 shares; 2025Q2: 12,834 shares; 2025Q3: 12,789 shares; 2025Q4: 13,345 shares; 2026Q1: 14,559 shares; 2026Q2: 15,187 shares; 2026Q3: 26,268 shares 26,268 $3.29M 0.06% +11,081 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; 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; 2026Q3: 181,201 shares 181,201 $3.27M 0.06% +8,007 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; 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; 2026Q3: 34,498 shares 34,498 $3.25M 0.06% -6,302 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; 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; 2026Q3: 18,495 shares 18,495 $3.25M 0.06% +2,533 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 37,860 shares 37,860 $3.23M 0.06% -17,009 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 5,761 shares; 2026Q1: 144,778 shares; 2026Q2: 149,948 shares; 2026Q3: 158,063 shares 158,063 $3.2M 0.05% +8,115 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; 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; 2026Q3: 122,185 shares 122,185 $3.2M 0.05% +1,828 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 156,988 shares 156,988 $3.15M 0.05% +19,942 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 58,134 shares 58,134 $3.1M 0.05% +8,771 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,617 shares; 2026Q2: 51,634 shares; 2026Q3: 54,048 shares 54,048 $3.09M 0.05% +2,414 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 38,988 shares 38,988 $3.09M 0.05% +1,365 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; 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; 2026Q3: 159,074 shares 159,074 $3.06M 0.05% -6,742 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,844 shares 18,844 $3.03M 0.05% +879 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 67,249 shares 67,249 $3.01M 0.05% +10,562 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,095 shares 12,095 $3M 0.05% +182 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,685 shares 7,685 $2.98M 0.05% +84 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; 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; 2026Q3: 10,308 shares 10,308 $2.97M 0.05% -569 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 35,805 shares 35,805 $2.97M 0.05% +391 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,954 shares; 2025Q3: 80,226 shares; 2025Q4: 93,230 shares; 2026Q1: 88,104 shares; 2026Q2: 35,826 shares; 2026Q3: 62,278 shares 62,278 $2.94M 0.05% +26,452 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,213 shares 13,213 $2.94M 0.05% -987 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; 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; 2026Q3: 9,774 shares 9,774 $2.93M 0.05% +1,408 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 137,854 shares 137,854 $2.92M 0.05% -12,129 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 62,214 shares 62,214 $2.92M 0.05% +11,029 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,542 shares; 2025Q1: 3,524 shares; 2025Q2: 3,749 shares; 2025Q3: 3,668 shares; 2025Q4: 6,018 shares; 2026Q1: 5,818 shares; 2026Q2: 3,774 shares; 2026Q3: 58,103 shares 58,103 $2.91M 0.05% +54,329 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 22,745 shares 22,745 $2.88M 0.05% -3,991 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; 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; 2026Q3: 68,192 shares 68,192 $2.88M 0.05% -700 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,011 shares 10,011 $2.88M 0.05% +936 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; 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; 2026Q3: 145,051 shares 145,051 $2.85M 0.05% -2,407 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,808 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; 2026Q3: 8,741 shares 8,741 $2.84M 0.05% -605 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 33,846 shares 33,846 $2.78M 0.05% +6,688 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; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 500 shares; 2025Q4: 235 shares; 2026Q1: 200 shares; 2026Q2: 59,642 shares; 2026Q3: 59,440 shares 59,440 $2.78M 0.05% -202 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 69,127 shares 69,127 $2.77M 0.05% +2,267 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,355 shares 35,355 $2.77M 0.05% +2,573 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 27,194 shares 27,194 $2.75M 0.05% +770 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; 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; 2026Q3: 11,797 shares 11,797 $2.75M 0.05% -208 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 25,958 shares 25,958 $2.75M 0.05% -1,017 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; 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; 2026Q3: 120,214 shares 120,214 $2.74M 0.05% -356 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; 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; 2026Q3: 90,285 shares 90,285 $2.74M 0.05% -953 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 17,315 shares 17,315 $2.73M 0.05% -6,121 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; 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; 2026Q3: 8,165 shares 8,165 $2.69M 0.05% -2,546 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; 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; 2026Q3: 136,843 shares 136,843 $2.66M 0.05% +709 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; 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; 2026Q3: 11,223 shares 11,223 $2.65M 0.05% -5,163 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; 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; 2026Q3: 55,132 shares 55,132 $2.64M 0.05% -9,918 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 3,176 shares; 2025Q4: 3,450 shares; 2026Q1: 33,613 shares; 2026Q2: 34,123 shares; 2026Q3: 35,648 shares 35,648 $2.64M 0.05% +1,525 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,066 shares 9,066 $2.63M 0.04% +4,096 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,857 shares; 2025Q4: 36,635 shares; 2026Q1: 74,989 shares; 2026Q2: 78,018 shares; 2026Q3: 98,730 shares 98,730 $2.63M 0.04% +20,712 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; 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; 2026Q3: 13,857 shares 13,857 $2.62M 0.04% +1,935 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; 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; 2026Q3: 27,870 shares 27,870 $2.61M 0.04% -4,028 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; 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; 2026Q3: 26,284 shares 26,284 $2.61M 0.04% +2,157 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; 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; 2026Q3: 42,565 shares 42,565 $2.61M 0.04% +32 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,121 shares; 2025Q1: 24,185 shares; 2025Q2: 4,658 shares; 2025Q3: 4,167 shares; 2025Q4: 10,704 shares; 2026Q1: 4,164 shares; 2026Q2: 6,196 shares; 2026Q3: 18,875 shares 18,875 $2.6M 0.04% +12,679 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,561 shares 6,561 $2.59M 0.04% -1,104 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; 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; 2026Q3: 72,831 shares 72,831 $2.59M 0.04% +2,553 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; 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; 2026Q3: 23,770 shares 23,770 $2.59M 0.04% +4,885 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; 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; 2026Q3: 31,183 shares 31,183 $2.56M 0.04% +1,306 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; 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; 2026Q3: 5,298 shares 5,298 $2.56M 0.04% +1,010 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,126 shares 13,126 $2.56M 0.04% -1,161 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 46,460 shares 46,460 $2.56M 0.04% +15,708 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 61,303 shares 61,303 $2.54M 0.04% +2,882 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; 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; 2026Q3: 148,008 shares 148,008 $2.52M 0.04% +12,338 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,724 shares; 2025Q1: 26,053 shares; 2025Q2: 59,065 shares; 2025Q3: 84,265 shares; 2025Q4: 65,139 shares; 2026Q1: 61,709 shares; 2026Q2: 15,563 shares; 2026Q3: 21,487 shares 21,487 $2.52M 0.04% +5,924 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,876 shares; 2025Q1: 28,216 shares; 2025Q2: 27,504 shares; 2025Q3: 40,251 shares; 2025Q4: 40,758 shares; 2026Q1: 31,911 shares; 2026Q2: 29,154 shares; 2026Q3: 48,451 shares 48,451 $2.51M 0.04% +19,297 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,207 shares 12,207 $2.49M 0.04% -220 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 61,980 shares 61,980 $2.47M 0.04% +5,920 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 53,107 shares 53,107 $2.47M 0.04% +5,755 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,396 shares; 2025Q1: 6,915 shares; 2025Q2: 24,962 shares; 2025Q3: 9,315 shares; 2025Q4: 13,205 shares; 2026Q1: 14,311 shares; 2026Q2: 12,430 shares; 2026Q3: 21,901 shares 21,901 $2.46M 0.04% +9,471 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,167 shares; 2025Q1: 15,488 shares; 2025Q2: 14,396 shares; 2025Q3: 14,147 shares; 2025Q4: 13,909 shares; 2026Q1: 17,823 shares; 2026Q2: 13,826 shares; 2026Q3: 25,800 shares 25,800 $2.45M 0.04% +11,974 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,975 shares 24,975 $2.43M 0.04% -1,034 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,929 shares; 2025Q1: 10,182 shares; 2025Q2: 21,750 shares; 2025Q3: 7,809 shares; 2025Q4: 7,812 shares; 2026Q1: 7,292 shares; 2026Q2: 8,789 shares; 2026Q3: 16,252 shares 16,252 $2.41M 0.04% +7,463 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,829 shares 10,829 $2.41M 0.04% +1,653 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 25,626 shares 25,626 $2.41M 0.04% +1,741 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,735 shares; 2025Q1: 9,643 shares; 2025Q2: 27,419 shares; 2025Q3: 27,322 shares; 2025Q4: 33,541 shares; 2026Q1: 37,940 shares; 2026Q2: 35,315 shares; 2026Q3: 43,709 shares 43,709 $2.38M 0.04% +8,394 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,905 shares; 2025Q1: 4,663 shares; 2025Q2: 7,086 shares; 2025Q3: 11,662 shares; 2025Q4: 12,658 shares; 2026Q1: 34,493 shares; 2026Q2: 37,691 shares; 2026Q3: 47,983 shares 47,983 $2.38M 0.04% +10,292 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; 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; 2026Q3: 59,920 shares 59,920 $2.37M 0.04% -3 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; 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; 2026Q3: 23,660 shares 23,660 $2.37M 0.04% +322 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; 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; 2026Q3: 13,312 shares 13,312 $2.36M 0.04% -47 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 98,757 shares 98,757 $2.36M 0.04% +13,641 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; 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; 2026Q3: 64,089 shares 64,089 $2.35M 0.04% +1,305 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71 shares; 2025Q1: 8,698 shares; 2025Q2: 409 shares; 2025Q3: 619 shares; 2025Q4: 544 shares; 2026Q1: 849 shares; 2026Q2: 2,275 shares; 2026Q3: 11,335 shares 11,335 $2.35M 0.04% +9,060 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 4,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares; 2026Q2: 14,197 shares; 2026Q3: 19,727 shares 19,727 $2.34M 0.04% +5,530 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,642 shares; 2025Q1: 1,544 shares; 2025Q2: 2,049 shares; 2025Q3: 2,353 shares; 2025Q4: 2,511 shares; 2026Q1: 6,154 shares; 2026Q2: 6,485 shares; 2026Q3: 6,708 shares 6,708 $2.33M 0.04% +223 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; 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; 2026Q3: 79,321 shares 79,321 $2.33M 0.04% +854 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares; 2026Q2: 51,466 shares; 2026Q3: 51,261 shares 51,261 $2.31M 0.04% -205 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,682 shares; 2026Q1: 38,409 shares; 2026Q2: 40,325 shares; 2026Q3: 40,999 shares 40,999 $2.3M 0.04% +674 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 34,110 shares 34,110 $2.3M 0.04% +2,619 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 57,731 shares 57,731 $2.27M 0.04% +1,350 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; 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; 2026Q3: 47,842 shares 47,842 $2.26M 0.04% +7,166 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,810 shares; 2025Q1: 1,361 shares; 2025Q2: 1,775 shares; 2025Q3: 2,809 shares; 2025Q4: 3,939 shares; 2026Q1: 4,744 shares; 2026Q2: 6,186 shares; 2026Q3: 7,503 shares 7,503 $2.25M 0.04% +1,317 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 28,985 shares 28,985 $2.24M 0.04% +1,072 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,826 shares; 2025Q1: 61,665 shares; 2025Q2: 60,934 shares; 2025Q3: 45,602 shares; 2025Q4: 23,095 shares; 2026Q1: 23,083 shares; 2026Q2: 23,044 shares; 2026Q3: 36,016 shares 36,016 $2.24M 0.04% +12,972 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 25,697 shares 25,697 $2.24M 0.04% +31 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 49,697 shares 49,697 $2.22M 0.04% -1,453 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66 shares; 2025Q1: 101 shares; 2025Q2: 1,274 shares; 2025Q3: 5,812 shares; 2025Q4: 5,814 shares; 2026Q1: 27,999 shares; 2026Q2: 30,893 shares; 2026Q3: 38,561 shares 38,561 $2.2M 0.04% +7,668 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; 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; 2026Q3: 52,909 shares 52,909 $2.2M 0.04% +21,640 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,134 shares; 2026Q3: 88,042 shares 88,042 $2.18M 0.04% +908 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,031 shares 9,031 $2.17M 0.04% -14,709 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; 2024Q4: 657 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 834 shares; 2025Q4: 1,109 shares; 2026Q1: 4,396 shares; 2026Q2: 4,054 shares; 2026Q3: 4,400 shares 4,400 $2.16M 0.04% +346 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; 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; 2026Q3: 43,521 shares 43,521 $2.16M 0.04% +1,728 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; 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; 2026Q3: 56,854 shares 56,854 $2.16M 0.04% +1,149 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; 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; 2026Q3: 7,891 shares 7,891 $2.15M 0.04% -5,478 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,186 shares 23,186 $2.15M 0.04% +145 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,646 shares 11,646 $2.15M 0.04% -268 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,220 shares; 2025Q1: 26,844 shares; 2025Q2: 47,333 shares; 2025Q3: 49,163 shares; 2025Q4: 59,703 shares; 2026Q1: 48,953 shares; 2026Q2: 41,810 shares; 2026Q3: 40,843 shares 40,843 $2.15M 0.04% -967 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; 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; 2026Q3: 7,593 shares 7,593 $2.14M 0.04% +68 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; 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; 2026Q3: 48,604 shares 48,604 $2.14M 0.04% +3,311 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,091 shares; 2025Q1: 12,214 shares; 2025Q2: 6,480 shares; 2025Q3: 8,381 shares; 2025Q4: 9,091 shares; 2026Q1: 12,325 shares; 2026Q2: 7,643 shares; 2026Q3: 7,925 shares 7,925 $2.13M 0.04% +282 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; 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; 2026Q3: 3,502 shares 3,502 $2.13M 0.04% -9 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,131 shares; 2025Q1: 71,656 shares; 2025Q2: 94,063 shares; 2025Q3: 60,674 shares; 2025Q4: 30,978 shares; 2026Q1: 110,317 shares; 2026Q2: 78,635 shares; 2026Q3: 110,281 shares 110,281 $2.13M 0.04% +31,646 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 18,772 shares; 2025Q3: 19,076 shares; 2025Q4: 19,035 shares; 2026Q1: 39,260 shares; 2026Q2: 39,657 shares; 2026Q3: 44,977 shares 44,977 $2.12M 0.04% +5,320 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,967 shares; 2025Q1: 54,410 shares; 2025Q2: 27,651 shares; 2025Q3: 29,566 shares; 2025Q4: 80,239 shares; 2026Q1: 15,020 shares; 2026Q2: 17,216 shares; 2026Q3: 19,115 shares 19,115 $2.12M 0.04% +1,899 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; 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; 2026Q3: 42,622 shares 42,622 $2.12M 0.04% +3,068 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 8,139 shares; 2026Q2: 9,874 shares; 2026Q3: 20,051 shares 20,051 $2.12M 0.04% +10,177 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,842 shares; 2025Q1: 57,960 shares; 2025Q2: 59,553 shares; 2025Q3: 59,940 shares; 2025Q4: 61,261 shares; 2026Q1: 54,709 shares; 2026Q2: 33,734 shares; 2026Q3: 30,028 shares 30,028 $2.11M 0.04% -3,706 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,453 shares 4,453 $2.11M 0.04% +84 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; 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; 2026Q3: 37,438 shares 37,438 $2.11M 0.04% -3,798 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,534 shares 23,534 $2.11M 0.04% +811 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; 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; 2026Q3: 9,081 shares 9,081 $2.1M 0.04% -283 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,992 shares; 2026Q3: 50,791 shares 50,791 $2.1M 0.04% -201 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,755 shares; 2025Q1: 4,434 shares; 2025Q2: 12,192 shares; 2025Q3: 16,790 shares; 2025Q4: 14,605 shares; 2026Q1: 14,432 shares; 2026Q2: 13,171 shares; 2026Q3: 46,720 shares 46,720 $2.1M 0.04% +33,549 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 34,293 shares 34,293 $2.1M 0.04% -419 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,271 shares 2,271 $2.09M 0.04% -51 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; 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; 2026Q3: 30,011 shares 30,011 $2.09M 0.04% -32 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,587 shares 4,587 $2.08M 0.04% +96 Timeline UDIV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,969 shares 33,969 $2.08M 0.04% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 477 shares; 2025Q1: 733 shares; 2025Q2: 0 shares; 2025Q3: 69 shares; 2025Q4: 230 shares; 2026Q1: 6,574 shares; 2026Q2: 7,859 shares; 2026Q3: 10,214 shares 10,214 $2.07M 0.04% +2,355 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; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 19 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 12,211 shares; 2026Q2: 17,353 shares; 2026Q3: 16,531 shares 16,531 $2.06M 0.04% -822 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 85,682 shares 85,682 $2.06M 0.04% +5,120 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 89,391 shares 89,391 $2.05M 0.03% +2,098 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; 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; 2026Q3: 26,881 shares 26,881 $2.04M 0.03% -3,567 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; 2024Q4: 239 shares; 2025Q1: 271 shares; 2025Q2: 269 shares; 2025Q3: 323 shares; 2025Q4: 1,592 shares; 2026Q1: 1,738 shares; 2026Q2: 1,781 shares; 2026Q3: 1,880 shares 1,880 $2.04M 0.03% +99 Timeline