BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,018,483 shares; 2024Q4: 2,014,177 shares; 2025Q1: 2,172,107 shares; 2025Q2: 2,427,445 shares; 2025Q3: 2,573,361 shares; 2025Q4: 2,422,412 shares; 2026Q1: 2,889,746 shares; 2026Q2: 2,945,201 shares 2,945,201 $422M 2.76% +55,455 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,318,913 shares; 2024Q4: 5,284,684 shares; 2025Q1: 5,411,427 shares; 2025Q2: 6,674,953 shares; 2025Q3: 7,335,218 shares; 2025Q4: 6,079,499 shares; 2026Q1: 7,858,581 shares; 2026Q2: 7,974,173 shares 7,974,173 $368M 2.41% +115,592 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 916,382 shares; 2024Q4: 959,519 shares; 2025Q1: 907,821 shares; 2025Q2: 930,271 shares; 2025Q3: 963,471 shares; 2025Q4: 562,225 shares; 2026Q1: 1,013,896 shares; 2026Q2: 1,110,062 shares 1,110,062 $321M 2.1% +96,166 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,470 shares; 2024Q4: 362,793 shares; 2025Q1: 346,830 shares; 2025Q2: 314,319 shares; 2025Q3: 305,277 shares; 2025Q4: 267,421 shares; 2026Q1: 357,617 shares; 2026Q2: 396,510 shares 396,510 $297M 1.94% +38,893 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945,078 shares; 2024Q4: 1,066,060 shares; 2025Q1: 1,111,495 shares; 2025Q2: 1,146,070 shares; 2025Q3: 1,169,651 shares; 2025Q4: 607,632 shares; 2026Q1: 1,232,239 shares; 2026Q2: 1,324,843 shares 1,324,843 $265M 1.73% +92,604 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,479,070 shares; 2024Q4: 4,250,236 shares; 2025Q1: 4,455,948 shares; 2025Q2: 5,889,912 shares; 2025Q3: 6,592,015 shares; 2025Q4: 5,968,043 shares; 2026Q1: 7,394,435 shares; 2026Q2: 7,643,046 shares 7,643,046 $220M 1.44% +248,611 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,069 shares; 2024Q4: 113,074 shares; 2025Q1: 104,378 shares; 2025Q2: 110,947 shares; 2025Q3: 116,567 shares; 2025Q4: 78,774 shares; 2026Q1: 191,231 shares; 2026Q2: 290,969 shares 290,969 $200M 1.31% +99,738 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147,546 shares; 2024Q4: 1,406,805 shares; 2025Q1: 1,645,062 shares; 2025Q2: 1,866,207 shares; 2025Q3: 2,066,731 shares; 2025Q4: 2,015,251 shares; 2026Q1: 2,315,751 shares; 2026Q2: 2,375,055 shares 2,375,055 $185M 1.21% +59,304 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,428 shares; 2024Q4: 190,219 shares; 2025Q1: 203,537 shares; 2025Q2: 216,695 shares; 2025Q3: 227,255 shares; 2025Q4: 105,468 shares; 2026Q1: 228,905 shares; 2026Q2: 224,304 shares 224,304 $168M 1.1% -4,601 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356,703 shares; 2024Q4: 1,147,164 shares; 2025Q1: 1,113,403 shares; 2025Q2: 1,106,077 shares; 2025Q3: 953,726 shares; 2025Q4: 524,607 shares; 2026Q1: 785,050 shares; 2026Q2: 715,455 shares 715,455 $157M 1.03% -69,595 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817,328 shares; 2024Q4: 849,124 shares; 2025Q1: 957,234 shares; 2025Q2: 1,085,928 shares; 2025Q3: 1,127,523 shares; 2025Q4: 1,154,063 shares; 2026Q1: 1,426,107 shares; 2026Q2: 2,125,099 shares 2,125,099 $156M 1.02% +698,992 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,084 shares; 2024Q4: 279,364 shares; 2025Q1: 284,425 shares; 2025Q2: 313,235 shares; 2025Q3: 324,959 shares; 2025Q4: 218,766 shares; 2026Q1: 360,796 shares; 2026Q2: 392,342 shares 392,342 $146M 0.96% +31,546 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,113,333 shares; 2024Q4: 2,973,630 shares; 2025Q1: 2,984,535 shares; 2025Q2: 3,070,746 shares; 2025Q3: 3,062,464 shares; 2025Q4: 2,558,844 shares; 2026Q1: 3,142,236 shares; 2026Q2: 3,163,278 shares 3,163,278 $140M 0.92% +21,042 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,376 shares; 2024Q4: 438,990 shares; 2025Q1: 441,430 shares; 2025Q2: 469,358 shares; 2025Q3: 483,865 shares; 2025Q4: 286,268 shares; 2026Q1: 526,571 shares; 2026Q2: 586,740 shares 586,740 $140M 0.91% +60,169 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,533,212 shares; 2024Q4: 1,518,849 shares; 2025Q1: 1,123,335 shares; 2025Q2: 1,131,592 shares; 2025Q3: 1,152,879 shares; 2025Q4: 1,130,317 shares; 2026Q1: 1,451,918 shares; 2026Q2: 1,540,805 shares 1,540,805 $135M 0.89% +88,887 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,065 shares; 2024Q4: 203,471 shares; 2025Q1: 230,640 shares; 2025Q2: 253,745 shares; 2025Q3: 279,434 shares; 2025Q4: 288,293 shares; 2026Q1: 317,576 shares; 2026Q2: 440,980 shares 440,980 $134M 0.87% +123,404 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631,655 shares; 2024Q4: 873,178 shares; 2025Q1: 939,590 shares; 2025Q2: 954,990 shares; 2025Q3: 979,578 shares; 2025Q4: 791,024 shares; 2026Q1: 1,073,283 shares; 2026Q2: 1,112,724 shares 1,112,724 $132M 0.87% +39,441 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,604 shares; 2024Q4: 215,877 shares; 2025Q1: 205,009 shares; 2025Q2: 204,145 shares; 2025Q3: 187,778 shares; 2025Q4: 122,824 shares; 2026Q1: 196,414 shares; 2026Q2: 178,251 shares 178,251 $131M 0.86% -18,163 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567,051 shares; 2024Q4: 1,884,755 shares; 2025Q1: 2,189,580 shares; 2025Q2: 3,187,302 shares; 2025Q3: 3,526,077 shares; 2025Q4: 3,165,285 shares; 2026Q1: 4,521,406 shares; 2026Q2: 4,602,877 shares 4,602,877 $127M 0.83% +81,471 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,846,764 shares; 2024Q4: 1,255,441 shares; 2025Q1: 1,241,991 shares; 2025Q2: 1,347,703 shares; 2025Q3: 1,547,859 shares; 2025Q4: 1,699,801 shares; 2026Q1: 1,765,206 shares; 2026Q2: 1,769,371 shares 1,769,371 $120M 0.79% +4,165 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017,882 shares; 2024Q4: 3,062,799 shares; 2025Q1: 3,011,806 shares; 2025Q2: 3,106,087 shares; 2025Q3: 3,136,387 shares; 2025Q4: 3,151,933 shares; 2026Q1: 3,487,726 shares; 2026Q2: 3,967,273 shares 3,967,273 $117M 0.76% +479,547 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991,083 shares; 2024Q4: 1,046,139 shares; 2025Q1: 1,047,811 shares; 2025Q2: 1,262,686 shares; 2025Q3: 1,357,176 shares; 2025Q4: 1,210,516 shares; 2026Q1: 1,199,560 shares; 2026Q2: 1,217,488 shares 1,217,488 $115M 0.75% +17,928 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383,398 shares; 2024Q4: 1,556,143 shares; 2025Q1: 1,607,683 shares; 2025Q2: 2,061,090 shares; 2025Q3: 2,291,918 shares; 2025Q4: 2,071,959 shares; 2026Q1: 2,555,969 shares; 2026Q2: 2,562,402 shares 2,562,402 $107M 0.7% +6,433 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876,019 shares; 2024Q4: 989,634 shares; 2025Q1: 1,418,522 shares; 2025Q2: 1,969,227 shares; 2025Q3: 2,205,984 shares; 2025Q4: 1,982,068 shares; 2026Q1: 2,311,338 shares; 2026Q2: 2,377,150 shares 2,377,150 $100M 0.66% +65,812 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,091 shares; 2024Q4: 254,336 shares; 2025Q1: 255,305 shares; 2025Q2: 239,246 shares; 2025Q3: 256,025 shares; 2025Q4: 261,057 shares; 2026Q1: 496,584 shares; 2026Q2: 518,295 shares 518,295 $98.7M 0.65% +21,711 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592,874 shares; 2024Q4: 575,676 shares; 2025Q1: 614,112 shares; 2025Q2: 885,608 shares; 2025Q3: 1,292,351 shares; 2025Q4: 856,425 shares; 2026Q1: 1,106,205 shares; 2026Q2: 1,089,966 shares 1,089,966 $90.3M 0.59% -16,239 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,889 shares; 2024Q4: 172,345 shares; 2025Q1: 187,386 shares; 2025Q2: 188,110 shares; 2025Q3: 201,861 shares; 2025Q4: 147,624 shares; 2026Q1: 227,265 shares; 2026Q2: 244,585 shares 244,585 $87.4M 0.57% +17,320 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,655 shares; 2024Q4: 46,305 shares; 2025Q1: 82,460 shares; 2025Q2: 99,917 shares; 2025Q3: 514,497 shares; 2025Q4: 93,829 shares; 2026Q1: 561,117 shares; 2026Q2: 614,521 shares 614,521 $82.8M 0.54% +53,404 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,007 shares; 2024Q4: 572,099 shares; 2025Q1: 753,687 shares; 2025Q2: 1,000,442 shares; 2025Q3: 1,035,549 shares; 2025Q4: 1,220,593 shares; 2026Q1: 1,482,888 shares; 2026Q2: 1,353,074 shares 1,353,074 $82.3M 0.54% -129,814 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802,124 shares; 2024Q4: 945,746 shares; 2025Q1: 1,106,794 shares; 2025Q2: 1,202,728 shares; 2025Q3: 1,066,066 shares; 2025Q4: 957,875 shares; 2026Q1: 1,273,664 shares; 2026Q2: 1,577,972 shares 1,577,972 $79.8M 0.52% +304,308 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 847,094 shares; 2024Q4: 962,047 shares; 2025Q1: 1,055,561 shares; 2025Q2: 1,113,000 shares; 2025Q3: 1,213,477 shares; 2025Q4: 1,337,699 shares; 2026Q1: 1,449,483 shares; 2026Q2: 1,607,954 shares 1,607,954 $79.2M 0.52% +158,471 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,246 shares; 2024Q4: 176,368 shares; 2025Q1: 190,985 shares; 2025Q2: 203,574 shares; 2025Q3: 200,579 shares; 2025Q4: 106,262 shares; 2026Q1: 211,048 shares; 2026Q2: 216,923 shares 216,923 $76.6M 0.5% +5,875 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,470 shares; 2024Q4: 161,549 shares; 2025Q1: 169,458 shares; 2025Q2: 184,812 shares; 2025Q3: 189,880 shares; 2025Q4: 118,424 shares; 2026Q1: 197,560 shares; 2026Q2: 233,142 shares 233,142 $76.3M 0.5% +35,582 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,661 shares; 2024Q4: 136,136 shares; 2025Q1: 112,866 shares; 2025Q2: 119,507 shares; 2025Q3: 120,764 shares; 2025Q4: 82,972 shares; 2026Q1: 129,394 shares; 2026Q2: 201,467 shares 201,467 $76.1M 0.5% +72,073 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,579 shares; 2024Q4: 105,732 shares; 2025Q1: 100,544 shares; 2025Q2: 102,324 shares; 2025Q3: 103,452 shares; 2025Q4: 73,463 shares; 2026Q1: 112,000 shares; 2026Q2: 237,840 shares 237,840 $72.1M 0.47% +125,840 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,983 shares; 2024Q4: 109,635 shares; 2025Q1: 108,764 shares; 2025Q2: 108,470 shares; 2025Q3: 113,791 shares; 2025Q4: 9,062 shares; 2026Q1: 112,497 shares; 2026Q2: 111,726 shares 111,726 $71.6M 0.47% -771 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,866 shares; 2024Q4: 542,084 shares; 2025Q1: 1,197,517 shares; 2025Q2: 1,320,013 shares; 2025Q3: 1,197,987 shares; 2025Q4: 1,100,720 shares; 2026Q1: 1,357,611 shares; 2026Q2: 1,356,207 shares 1,356,207 $71M 0.46% -1,404 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,061 shares; 2024Q4: 104,149 shares; 2025Q1: 108,210 shares; 2025Q2: 105,452 shares; 2025Q3: 109,472 shares; 2025Q4: 76,269 shares; 2026Q1: 98,664 shares; 2026Q2: 876,370 shares 876,370 $70.6M 0.46% +777,706 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,671 shares; 2024Q4: 85,583 shares; 2025Q1: 112,167 shares; 2025Q2: 125,920 shares; 2025Q3: 267,473 shares; 2025Q4: 352,922 shares; 2026Q1: 427,384 shares; 2026Q2: 473,735 shares 473,735 $70.2M 0.46% +46,351 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,326 shares; 2024Q4: 376,652 shares; 2025Q1: 375,002 shares; 2025Q2: 300,718 shares; 2025Q3: 300,718 shares; 2025Q4: not reported; 2026Q1: 599,610 shares; 2026Q2: 663,610 shares 663,610 $69.2M 0.45% +64,000 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,291 shares; 2024Q4: 186,623 shares; 2025Q1: 184,097 shares; 2025Q2: 195,750 shares; 2025Q3: 194,833 shares; 2025Q4: 127,002 shares; 2026Q1: 185,666 shares; 2026Q2: 185,669 shares 185,669 $68.7M 0.45% +3 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333,476 shares; 2024Q4: 1,574,354 shares; 2025Q1: 1,425,909 shares; 2025Q2: 1,559,213 shares; 2025Q3: 1,612,498 shares; 2025Q4: 1,129,054 shares; 2026Q1: 1,307,816 shares; 2026Q2: 1,475,152 shares 1,475,152 $68.1M 0.45% +167,336 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,305 shares; 2024Q4: 88,520 shares; 2025Q1: 101,929 shares; 2025Q2: 114,391 shares; 2025Q3: 284,401 shares; 2025Q4: 115,100 shares; 2026Q1: 357,993 shares; 2026Q2: 688,667 shares 688,667 $67.9M 0.44% +330,674 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922,456 shares; 2024Q4: 975,105 shares; 2025Q1: 876,638 shares; 2025Q2: 1,015,227 shares; 2025Q3: 1,086,681 shares; 2025Q4: 940,148 shares; 2026Q1: 1,180,997 shares; 2026Q2: 1,249,570 shares 1,249,570 $63M 0.41% +68,573 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786,735 shares; 2024Q4: 828,345 shares; 2025Q1: 848,829 shares; 2025Q2: 900,333 shares; 2025Q3: 967,821 shares; 2025Q4: 778,118 shares; 2026Q1: 985,324 shares; 2026Q2: 1,049,178 shares 1,049,178 $62.6M 0.41% +63,854 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,919 shares; 2024Q4: 29,438 shares; 2025Q1: 31,329 shares; 2025Q2: 30,697 shares; 2025Q3: 37,922 shares; 2025Q4: 27,283 shares; 2026Q1: 39,168 shares; 2026Q2: 51,116 shares 51,116 $61.3M 0.4% +11,948 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,023 shares; 2024Q4: 231,934 shares; 2025Q1: 245,707 shares; 2025Q2: 284,390 shares; 2025Q3: 288,971 shares; 2025Q4: 266,331 shares; 2026Q1: 308,307 shares; 2026Q2: 792,612 shares 792,612 $60.1M 0.39% +484,305 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,320 shares; 2024Q4: 488,465 shares; 2025Q1: 548,052 shares; 2025Q2: 542,504 shares; 2025Q3: 901,291 shares; 2025Q4: 551,701 shares; 2026Q1: 1,130,440 shares; 2026Q2: 1,168,286 shares 1,168,286 $59.1M 0.39% +37,846 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,300 shares; 2024Q4: 102,581 shares; 2025Q1: 108,511 shares; 2025Q2: 115,688 shares; 2025Q3: 119,575 shares; 2025Q4: 88,693 shares; 2026Q1: 136,843 shares; 2026Q2: 139,388 shares 139,388 $58.6M 0.38% +2,545 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,947 shares; 2024Q4: 284,427 shares; 2025Q1: 313,984 shares; 2025Q2: 314,769 shares; 2025Q3: 305,680 shares; 2025Q4: 272,666 shares; 2026Q1: 351,964 shares; 2026Q2: 540,228 shares 540,228 $58.1M 0.38% +188,264 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 906,653 shares; 2024Q4: 914,721 shares; 2025Q1: 932,018 shares; 2025Q2: 940,700 shares; 2025Q3: 866,752 shares; 2025Q4: 457,152 shares; 2026Q1: 855,453 shares; 2026Q2: 712,921 shares 712,921 $57.8M 0.38% -142,532 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,934 shares; 2024Q4: 607,261 shares; 2025Q1: 340,239 shares; 2025Q2: 553,450 shares; 2025Q3: 582,641 shares; 2025Q4: 387,979 shares; 2026Q1: 546,183 shares; 2026Q2: 570,178 shares 570,178 $57.4M 0.38% +23,995 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,986 shares; 2024Q4: 459,256 shares; 2025Q1: 645,313 shares; 2025Q2: 441,177 shares; 2025Q3: 413,805 shares; 2025Q4: 370,670 shares; 2026Q1: 567,382 shares; 2026Q2: 557,027 shares 557,027 $57M 0.37% -10,355 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,819 shares; 2024Q4: 359,741 shares; 2025Q1: 462,778 shares; 2025Q2: 1,252,140 shares; 2025Q3: 1,219,449 shares; 2025Q4: 1,124,122 shares; 2026Q1: 1,240,877 shares; 2026Q2: 1,252,617 shares 1,252,617 $57M 0.37% +11,740 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,380 shares; 2024Q4: 1,717,408 shares; 2025Q1: 1,259,646 shares; 2025Q2: 1,424,503 shares; 2025Q3: 1,525,782 shares; 2025Q4: 1,212,348 shares; 2026Q1: 1,628,054 shares; 2026Q2: 1,602,761 shares 1,602,761 $54.2M 0.35% -25,293 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,461 shares; 2024Q4: 115,322 shares; 2025Q1: 132,283 shares; 2025Q2: 135,967 shares; 2025Q3: 136,725 shares; 2025Q4: 122,528 shares; 2026Q1: 161,287 shares; 2026Q2: 156,329 shares 156,329 $53.6M 0.35% -4,958 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,887 shares; 2024Q4: 87,709 shares; 2025Q1: 82,412 shares; 2025Q2: 76,355 shares; 2025Q3: 79,704 shares; 2025Q4: 41,013 shares; 2026Q1: 130,444 shares; 2026Q2: 142,511 shares 142,511 $52.5M 0.34% +12,067 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,924 shares; 2024Q4: 299,815 shares; 2025Q1: 348,460 shares; 2025Q2: 334,155 shares; 2025Q3: 684,085 shares; 2025Q4: 617,935 shares; 2026Q1: 1,004,237 shares; 2026Q2: 1,035,056 shares 1,035,056 $52.4M 0.34% +30,819 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697,762 shares; 2024Q4: 699,754 shares; 2025Q1: 625,076 shares; 2025Q2: 638,006 shares; 2025Q3: 659,293 shares; 2025Q4: 641,554 shares; 2026Q1: 701,674 shares; 2026Q2: 541,003 shares 541,003 $52.3M 0.34% -160,671 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,064 shares; 2024Q4: 99,052 shares; 2025Q1: 141,182 shares; 2025Q2: 1,437,940 shares; 2025Q3: 1,589,879 shares; 2025Q4: 1,441,764 shares; 2026Q1: 1,755,485 shares; 2026Q2: 1,964,331 shares 1,964,331 $52.1M 0.34% +208,846 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731,132 shares; 2024Q4: 1,107,292 shares; 2025Q1: 1,112,960 shares; 2025Q2: 1,112,784 shares; 2025Q3: 1,066,448 shares; 2025Q4: 212,954 shares; 2026Q1: 676,047 shares; 2026Q2: 681,028 shares 681,028 $51.5M 0.34% +4,981 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,044 shares; 2024Q4: 58,205 shares; 2025Q1: 35,468 shares; 2025Q2: 26,467 shares; 2025Q3: 36,446 shares; 2025Q4: 18,449 shares; 2026Q1: 44,384 shares; 2026Q2: 43,545 shares 43,545 $50.3M 0.33% -839 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,326 shares; 2024Q4: 68,877 shares; 2025Q1: 80,676 shares; 2025Q2: 76,659 shares; 2025Q3: 87,609 shares; 2025Q4: 25,232 shares; 2026Q1: 79,625 shares; 2026Q2: 84,099 shares 84,099 $48.9M 0.32% +4,474 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,277 shares; 2024Q4: 149,608 shares; 2025Q1: 151,918 shares; 2025Q2: 149,133 shares; 2025Q3: 148,425 shares; 2025Q4: 80,490 shares; 2026Q1: 180,138 shares; 2026Q2: 220,816 shares 220,816 $48.1M 0.31% +40,678 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,794 shares; 2024Q4: 190,550 shares; 2025Q1: 188,377 shares; 2025Q2: 192,095 shares; 2025Q3: 271,819 shares; 2025Q4: 192,315 shares; 2026Q1: 234,432 shares; 2026Q2: 226,094 shares 226,094 $48.1M 0.31% -8,338 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,271,493 shares; 2024Q4: 1,250,937 shares; 2025Q1: 1,212,766 shares; 2025Q2: 1,108,323 shares; 2025Q3: 988,810 shares; 2025Q4: 947,804 shares; 2026Q1: 884,151 shares; 2026Q2: 864,921 shares 864,921 $47.8M 0.31% -19,230 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,516 shares; 2024Q4: 61,019 shares; 2025Q1: 68,135 shares; 2025Q2: 72,312 shares; 2025Q3: 75,037 shares; 2025Q4: 45,493 shares; 2026Q1: 82,374 shares; 2026Q2: 84,817 shares 84,817 $47.8M 0.31% +2,443 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,970 shares; 2024Q4: 84,546 shares; 2025Q1: 86,473 shares; 2025Q2: 97,446 shares; 2025Q3: 97,782 shares; 2025Q4: 70,642 shares; 2026Q1: 113,255 shares; 2026Q2: 139,246 shares 139,246 $47.8M 0.31% +25,991 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,955 shares; 2024Q4: 796,438 shares; 2025Q1: 747,731 shares; 2025Q2: 828,050 shares; 2025Q3: 864,381 shares; 2025Q4: 359,822 shares; 2026Q1: 1,100,333 shares; 2026Q2: 1,478,320 shares 1,478,320 $46.9M 0.31% +377,987 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034,035 shares; 2024Q4: 1,041,507 shares; 2025Q1: 572,380 shares; 2025Q2: 593,928 shares; 2025Q3: 530,522 shares; 2025Q4: 522,007 shares; 2026Q1: 522,303 shares; 2026Q2: 603,088 shares 603,088 $46.5M 0.3% +80,785 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275,467 shares; 2025Q3: 480,622 shares; 2025Q4: 777,441 shares; 2026Q1: 865,863 shares; 2026Q2: 874,028 shares 874,028 $46.1M 0.3% +8,165 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,226 shares; 2024Q4: 361,328 shares; 2025Q1: 298,544 shares; 2025Q2: 336,560 shares; 2025Q3: 1,275,640 shares; 2025Q4: 1,023,498 shares; 2026Q1: 1,484,641 shares; 2026Q2: 1,697,605 shares 1,697,605 $45M 0.29% +212,964 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651,361 shares; 2024Q4: 740,813 shares; 2025Q1: 840,135 shares; 2025Q2: 880,923 shares; 2025Q3: 904,424 shares; 2025Q4: 1,058,224 shares; 2026Q1: 1,229,258 shares; 2026Q2: 1,216,069 shares 1,216,069 $44.4M 0.29% -13,189 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,532,639 shares; 2026Q2: 2,505,779 shares 2,505,779 $43.9M 0.29% -26,860 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,423 shares; 2024Q4: 80,302 shares; 2025Q1: 86,226 shares; 2025Q2: 100,012 shares; 2025Q3: 102,722 shares; 2025Q4: 59,929 shares; 2026Q1: 94,282 shares; 2026Q2: 86,505 shares 86,505 $43.3M 0.28% -7,777 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980,262 shares; 2024Q4: 697,844 shares; 2025Q1: 701,284 shares; 2025Q2: 707,556 shares; 2025Q3: 713,055 shares; 2025Q4: 658,113 shares; 2026Q1: 759,047 shares; 2026Q2: 770,681 shares 770,681 $42.4M 0.28% +11,634 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,750 shares; 2024Q4: 62,619 shares; 2025Q1: 61,667 shares; 2025Q2: 64,541 shares; 2025Q3: 64,857 shares; 2025Q4: 58,498 shares; 2026Q1: 68,348 shares; 2026Q2: 479,122 shares 479,122 $41.3M 0.27% +410,774 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634,509 shares; 2024Q4: 373,870 shares; 2025Q1: 354,835 shares; 2025Q2: 344,233 shares; 2025Q3: 338,098 shares; 2025Q4: 282,483 shares; 2026Q1: 426,378 shares; 2026Q2: 427,816 shares 427,816 $41.3M 0.27% +1,438 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,899 shares; 2024Q4: 141,926 shares; 2025Q1: 134,695 shares; 2025Q2: 197,777 shares; 2025Q3: 232,130 shares; 2025Q4: 707,366 shares; 2026Q1: 790,812 shares; 2026Q2: 785,289 shares 785,289 $40.7M 0.27% -5,523 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,755 shares; 2024Q4: 13,631 shares; 2025Q1: 10,247 shares; 2025Q2: 10,175 shares; 2025Q3: 10,378 shares; 2025Q4: 9,004 shares; 2026Q1: 14,793 shares; 2026Q2: 714,452 shares 714,452 $39M 0.26% +699,659 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,440 shares; 2024Q4: 18,224 shares; 2025Q1: 20,064 shares; 2025Q2: 18,782 shares; 2025Q3: 21,005 shares; 2025Q4: 12,996 shares; 2026Q1: 24,323 shares; 2026Q2: 36,447 shares 36,447 $38.8M 0.25% +12,124 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 417,647 shares 417,647 $38.1M 0.25% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,344 shares; 2024Q4: 68,591 shares; 2025Q1: 139,245 shares; 2025Q2: 139,349 shares; 2025Q3: 158,522 shares; 2025Q4: 123,410 shares; 2026Q1: 114,129 shares; 2026Q2: 103,797 shares 103,797 $38M 0.25% -10,332 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173,146 shares; 2024Q4: 1,273,629 shares; 2025Q1: 1,291,158 shares; 2025Q2: 682,601 shares; 2025Q3: 758,263 shares; 2025Q4: 716,209 shares; 2026Q1: 862,791 shares; 2026Q2: 900,167 shares 900,167 $37.8M 0.25% +37,376 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,085 shares; 2024Q4: 196,216 shares; 2025Q1: 206,619 shares; 2025Q2: 203,377 shares; 2025Q3: 201,070 shares; 2025Q4: 196,219 shares; 2026Q1: 220,145 shares; 2026Q2: 228,769 shares 228,769 $37.6M 0.25% +8,624 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,844 shares; 2024Q4: 546,566 shares; 2025Q1: 379,016 shares; 2025Q2: 369,419 shares; 2025Q3: 382,682 shares; 2025Q4: 305,293 shares; 2026Q1: 474,704 shares; 2026Q2: 526,426 shares 526,426 $37.5M 0.25% +51,722 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,644 shares; 2024Q4: 263,952 shares; 2025Q1: 281,104 shares; 2025Q2: 284,493 shares; 2025Q3: 269,351 shares; 2025Q4: 143,335 shares; 2026Q1: 189,276 shares; 2026Q2: 300,668 shares 300,668 $37.4M 0.24% +111,392 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,964 shares; 2024Q4: 184,742 shares; 2025Q1: 185,019 shares; 2025Q2: 187,611 shares; 2025Q3: 210,809 shares; 2025Q4: 176,833 shares; 2026Q1: 232,282 shares; 2026Q2: 236,641 shares 236,641 $37.4M 0.24% +4,359 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,987 shares; 2024Q4: 221,421 shares; 2025Q1: 224,385 shares; 2025Q2: 272,013 shares; 2025Q3: 302,831 shares; 2025Q4: 219,135 shares; 2026Q1: 310,122 shares; 2026Q2: 322,825 shares 322,825 $36.6M 0.24% +12,703 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909,304 shares; 2024Q4: 1,241,811 shares; 2025Q1: 1,248,141 shares; 2025Q2: 1,344,636 shares; 2025Q3: 1,419,927 shares; 2025Q4: 1,467,977 shares; 2026Q1: 1,595,643 shares; 2026Q2: 1,590,845 shares 1,590,845 $36.4M 0.24% -4,798 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,226 shares; 2024Q4: 108,473 shares; 2025Q1: 102,599 shares; 2025Q2: 107,746 shares; 2025Q3: 111,170 shares; 2025Q4: 57,979 shares; 2026Q1: 118,467 shares; 2026Q2: 143,254 shares 143,254 $36.4M 0.24% +24,787 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585,025 shares; 2024Q4: 573,684 shares; 2025Q1: 525,426 shares; 2025Q2: 515,263 shares; 2025Q3: 256,883 shares; 2025Q4: 190,861 shares; 2026Q1: 249,970 shares; 2026Q2: 262,511 shares 262,511 $36.1M 0.24% +12,541 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 694,559 shares; 2026Q2: 682,675 shares 682,675 $34.8M 0.23% -11,884 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,288 shares; 2024Q4: 158,391 shares; 2025Q1: 162,019 shares; 2025Q2: 164,392 shares; 2025Q3: 167,296 shares; 2025Q4: 101,495 shares; 2026Q1: 189,285 shares; 2026Q2: 233,351 shares 233,351 $34.2M 0.22% +44,066 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 859,155 shares; 2026Q2: 934,314 shares 934,314 $34.2M 0.22% +75,159 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,662 shares; 2024Q4: 68,025 shares; 2025Q1: 69,440 shares; 2025Q2: 71,248 shares; 2025Q3: 71,521 shares; 2025Q4: 27,550 shares; 2026Q1: 71,765 shares; 2026Q2: 96,379 shares 96,379 $34M 0.22% +24,614 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635,340 shares; 2026Q1: 697,550 shares; 2026Q2: 846,710 shares 846,710 $34M 0.22% +149,160 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694,617 shares; 2024Q4: 677,266 shares; 2025Q1: 673,787 shares; 2025Q2: 657,854 shares; 2025Q3: 657,840 shares; 2025Q4: 652,199 shares; 2026Q1: 657,951 shares; 2026Q2: 657,567 shares 657,567 $33.1M 0.22% -384 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,084 shares; 2024Q4: 215,859 shares; 2025Q1: 220,390 shares; 2025Q2: 219,593 shares; 2025Q3: 216,273 shares; 2025Q4: 20,529 shares; 2026Q1: 212,325 shares; 2026Q2: 178,733 shares 178,733 $33M 0.22% -33,592 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,977 shares; 2024Q4: 20,520 shares; 2025Q1: 20,250 shares; 2025Q2: 22,627 shares; 2025Q3: 22,501 shares; 2025Q4: 14,057 shares; 2026Q1: 25,592 shares; 2026Q2: 34,598 shares 34,598 $32.4M 0.21% +9,006 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041,385 shares; 2024Q4: 1,099,814 shares; 2025Q1: 913,069 shares; 2025Q2: 850,114 shares; 2025Q3: 912,400 shares; 2025Q4: 1,192,511 shares; 2026Q1: 1,057,468 shares; 2026Q2: 1,035,856 shares 1,035,856 $31.9M 0.21% -21,612 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,985 shares; 2024Q4: 397,097 shares; 2025Q1: 412,909 shares; 2025Q2: 425,129 shares; 2025Q3: 422,988 shares; 2025Q4: 350,470 shares; 2026Q1: 534,301 shares; 2026Q2: 555,924 shares 555,924 $31.4M 0.21% +21,623 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,296 shares; 2024Q4: 406,337 shares; 2025Q1: 448,958 shares; 2025Q2: 474,058 shares; 2025Q3: 490,591 shares; 2025Q4: 177,905 shares; 2026Q1: 619,227 shares; 2026Q2: 624,381 shares 624,381 $31.1M 0.2% +5,154 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811,921 shares; 2024Q4: 915,265 shares; 2025Q1: 909,949 shares; 2025Q2: 1,007,320 shares; 2025Q3: 1,089,080 shares; 2025Q4: 1,150,990 shares; 2026Q1: 1,313,543 shares; 2026Q2: 1,383,002 shares 1,383,002 $30.9M 0.2% +69,459 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,614 shares; 2024Q4: 465,048 shares; 2025Q1: 485,087 shares; 2025Q2: 503,179 shares; 2025Q3: 512,568 shares; 2025Q4: 358,543 shares; 2026Q1: 555,118 shares; 2026Q2: 568,477 shares 568,477 $30.5M 0.2% +13,359 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,025 shares; 2024Q4: 487,739 shares; 2025Q1: 436,721 shares; 2025Q2: 426,216 shares; 2025Q3: 599,972 shares; 2025Q4: 412,846 shares; 2026Q1: 613,082 shares; 2026Q2: 590,310 shares 590,310 $30.1M 0.2% -22,772 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,296 shares; 2024Q4: 5,198 shares; 2025Q1: 4,712 shares; 2025Q2: 6,493 shares; 2025Q3: 6,323 shares; 2025Q4: 4,707 shares; 2026Q1: 246,468 shares; 2026Q2: 288,074 shares 288,074 $29.9M 0.2% +41,606 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,823 shares; 2024Q4: 245,127 shares; 2025Q1: 122,197 shares; 2025Q2: 202,596 shares; 2025Q3: 230,010 shares; 2025Q4: 357,036 shares; 2026Q1: 507,179 shares; 2026Q2: 1,054,763 shares 1,054,763 $29.9M 0.2% +547,584 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,037 shares; 2024Q4: 195,577 shares; 2025Q1: 229,451 shares; 2025Q2: 228,542 shares; 2025Q3: 231,858 shares; 2025Q4: 242,254 shares; 2026Q1: 267,021 shares; 2026Q2: 311,599 shares 311,599 $29.7M 0.19% +44,578 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,880 shares; 2024Q4: 108,316 shares; 2025Q1: 263,673 shares; 2025Q2: 350,855 shares; 2025Q3: 319,013 shares; 2025Q4: 246,022 shares; 2026Q1: 303,556 shares; 2026Q2: 316,700 shares 316,700 $29M 0.19% +13,144 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,973 shares; 2024Q4: 58,902 shares; 2025Q1: 69,728 shares; 2025Q2: 66,393 shares; 2025Q3: 64,719 shares; 2025Q4: 43,064 shares; 2026Q1: 65,258 shares; 2026Q2: 70,239 shares 70,239 $28.8M 0.19% +4,981 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,801 shares; 2024Q4: 171,891 shares; 2025Q1: 175,265 shares; 2025Q2: 175,246 shares; 2025Q3: 175,983 shares; 2025Q4: 169,346 shares; 2026Q1: 179,734 shares; 2026Q2: 188,377 shares 188,377 $27.9M 0.18% +8,643 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,406 shares; 2024Q4: 33,113 shares; 2025Q1: 34,154 shares; 2025Q2: 39,906 shares; 2025Q3: 34,570 shares; 2025Q4: 11,891 shares; 2026Q1: 37,472 shares; 2026Q2: 38,563 shares 38,563 $27.9M 0.18% +1,091 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,866 shares; 2025Q1: 44,982 shares; 2025Q2: 49,638 shares; 2025Q3: 49,668 shares; 2025Q4: 19,510 shares; 2026Q1: 68,788 shares; 2026Q2: 63,727 shares 63,727 $27.6M 0.18% -5,061 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,081 shares; 2024Q4: 235,895 shares; 2025Q1: 260,561 shares; 2025Q2: 328,949 shares; 2025Q3: 338,888 shares; 2025Q4: 339,118 shares; 2026Q1: 340,704 shares; 2026Q2: 336,503 shares 336,503 $27.6M 0.18% -4,201 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558,525 shares; 2024Q4: 691,411 shares; 2025Q1: 673,115 shares; 2025Q2: 650,888 shares; 2025Q3: 684,869 shares; 2025Q4: 518,516 shares; 2026Q1: 653,431 shares; 2026Q2: 636,990 shares 636,990 $27.5M 0.18% -16,441 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,644 shares; 2024Q4: 24,828 shares; 2025Q1: 25,252 shares; 2025Q2: 29,486 shares; 2025Q3: 31,837 shares; 2025Q4: 26,084 shares; 2026Q1: 29,923 shares; 2026Q2: 36,163 shares 36,163 $26M 0.17% +6,240 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,224,727 shares; 2024Q4: 1,503,165 shares; 2025Q1: 1,210,005 shares; 2025Q2: 1,344,337 shares; 2025Q3: 661,602 shares; 2025Q4: 36,186 shares; 2026Q1: 633,253 shares; 2026Q2: 630,051 shares 630,051 $25.8M 0.17% -3,202 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,010 shares; 2024Q4: 89,302 shares; 2025Q1: 115,056 shares; 2025Q2: 109,503 shares; 2025Q3: 126,944 shares; 2025Q4: 103,633 shares; 2026Q1: 187,489 shares; 2026Q2: 416,331 shares 416,331 $25.6M 0.17% +228,842 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,416 shares; 2024Q4: 185,800 shares; 2025Q1: 177,717 shares; 2025Q2: 201,461 shares; 2025Q3: 201,749 shares; 2025Q4: 215,139 shares; 2026Q1: 233,976 shares; 2026Q2: 296,442 shares 296,442 $25.3M 0.17% +62,466 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,927 shares; 2024Q4: 269,791 shares; 2025Q1: 311,174 shares; 2025Q2: 325,317 shares; 2025Q3: 366,056 shares; 2025Q4: 321,590 shares; 2026Q1: 447,057 shares; 2026Q2: 504,821 shares 504,821 $25.1M 0.16% +57,764 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,834 shares; 2024Q4: 8,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,110 shares; 2026Q1: 314,033 shares; 2026Q2: 992,948 shares 992,948 $25.1M 0.16% +678,915 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,122 shares; 2024Q4: 61,590 shares; 2025Q1: 44,543 shares; 2025Q2: 250,227 shares; 2025Q3: 272,984 shares; 2025Q4: 127,112 shares; 2026Q1: 323,392 shares; 2026Q2: 343,724 shares 343,724 $25.1M 0.16% +20,332 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,416 shares; 2024Q4: 53,912 shares; 2025Q1: 51,754 shares; 2025Q2: 51,626 shares; 2025Q3: 52,026 shares; 2025Q4: 42,009 shares; 2026Q1: 49,170 shares; 2026Q2: 47,863 shares 47,863 $25M 0.16% -1,307 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,856 shares; 2024Q4: 133,910 shares; 2025Q1: 101,262 shares; 2025Q2: 127,918 shares; 2025Q3: 131,863 shares; 2025Q4: 127,067 shares; 2026Q1: 132,142 shares; 2026Q2: 132,670 shares 132,670 $25M 0.16% +528 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,688 shares; 2024Q4: 361,803 shares; 2025Q1: 381,438 shares; 2025Q2: 409,720 shares; 2025Q3: 671,017 shares; 2025Q4: 639,384 shares; 2026Q1: 697,299 shares; 2026Q2: 669,709 shares 669,709 $25M 0.16% -27,590 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,767 shares; 2024Q4: 117,062 shares; 2025Q1: 119,296 shares; 2025Q2: 121,959 shares; 2025Q3: 125,742 shares; 2025Q4: 49,029 shares; 2026Q1: 138,319 shares; 2026Q2: 150,114 shares 150,114 $24.9M 0.16% +11,795 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,254 shares; 2024Q4: 160,680 shares; 2025Q1: 208,072 shares; 2025Q2: 204,249 shares; 2025Q3: 210,842 shares; 2025Q4: 190,811 shares; 2026Q1: 211,042 shares; 2026Q2: 251,168 shares 251,168 $24.9M 0.16% +40,126 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,289 shares; 2024Q4: 26,315 shares; 2025Q1: 25,966 shares; 2025Q2: 25,906 shares; 2025Q3: 23,401 shares; 2025Q4: 16,868 shares; 2026Q1: 24,668 shares; 2026Q2: 206,955 shares 206,955 $24.7M 0.16% +182,287 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811,923 shares; 2024Q4: 803,335 shares; 2025Q1: 810,689 shares; 2025Q2: 838,239 shares; 2025Q3: 949,158 shares; 2025Q4: 273,051 shares; 2026Q1: 898,608 shares; 2026Q2: 982,703 shares 982,703 $24.4M 0.16% +84,095 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,437 shares; 2024Q4: 70,421 shares; 2025Q1: 54,289 shares; 2025Q2: 55,301 shares; 2025Q3: 364,545 shares; 2025Q4: 62,477 shares; 2026Q1: 332,811 shares; 2026Q2: 295,486 shares 295,486 $24.4M 0.16% -37,325 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,980 shares; 2024Q4: 116,516 shares; 2025Q1: 120,996 shares; 2025Q2: 150,521 shares; 2025Q3: 110,774 shares; 2025Q4: 99,955 shares; 2026Q1: 107,391 shares; 2026Q2: 95,969 shares 95,969 $24.2M 0.16% -11,422 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,069 shares; 2024Q4: 105,046 shares; 2025Q1: 119,062 shares; 2025Q2: 134,019 shares; 2025Q3: 141,711 shares; 2025Q4: 78,684 shares; 2026Q1: 146,102 shares; 2026Q2: 460,712 shares 460,712 $24.1M 0.16% +314,610 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,248 shares; 2024Q4: 480,983 shares; 2025Q1: 320,182 shares; 2025Q2: 364,399 shares; 2025Q3: 358,309 shares; 2025Q4: 322,302 shares; 2026Q1: 401,991 shares; 2026Q2: 417,275 shares 417,275 $24.1M 0.16% +15,284 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278,776 shares; 2025Q3: 433,240 shares; 2025Q4: 144,083 shares; 2026Q1: 587,570 shares; 2026Q2: 710,411 shares 710,411 $23.8M 0.16% +122,841 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,094 shares; 2024Q4: 58,428 shares; 2025Q1: 60,803 shares; 2025Q2: 51,172 shares; 2025Q3: 57,463 shares; 2025Q4: 42,842 shares; 2026Q1: 68,460 shares; 2026Q2: 122,476 shares 122,476 $23.2M 0.15% +54,016 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 431,405 shares; 2025Q2: 826,281 shares; 2025Q3: 566,135 shares; 2025Q4: 511,964 shares; 2026Q1: 620,592 shares; 2026Q2: 535,515 shares 535,515 $23.1M 0.15% -85,077 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,455 shares; 2024Q4: 475,305 shares; 2025Q1: 477,970 shares; 2025Q2: 491,194 shares; 2025Q3: 496,064 shares; 2025Q4: 386,423 shares; 2026Q1: 531,559 shares; 2026Q2: 545,024 shares 545,024 $22.7M 0.15% +13,465 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,951 shares; 2024Q4: 147,314 shares; 2025Q1: 115,581 shares; 2025Q2: 111,881 shares; 2025Q3: 110,354 shares; 2025Q4: 65,715 shares; 2026Q1: 113,615 shares; 2026Q2: 112,504 shares 112,504 $22.5M 0.15% -1,111 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,270 shares; 2024Q4: 295,264 shares; 2025Q1: 337,481 shares; 2025Q2: 168,453 shares; 2025Q3: 185,452 shares; 2025Q4: 164,776 shares; 2026Q1: 212,212 shares; 2026Q2: 218,961 shares 218,961 $22.4M 0.15% +6,749 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602,221 shares; 2024Q4: 602,209 shares; 2025Q1: 491,516 shares; 2025Q2: 751,671 shares; 2025Q3: 778,071 shares; 2025Q4: 925,275 shares; 2026Q1: 944,560 shares; 2026Q2: 845,094 shares 845,094 $22.2M 0.14% -99,466 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,841 shares; 2024Q4: 34,947 shares; 2025Q1: 38,923 shares; 2025Q2: 40,618 shares; 2025Q3: 48,147 shares; 2025Q4: 48,306 shares; 2026Q1: 69,615 shares; 2026Q2: 136,683 shares 136,683 $22.1M 0.14% +67,068 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,715 shares; 2024Q4: 364,092 shares; 2025Q1: 173,279 shares; 2025Q2: 218,687 shares; 2025Q3: 218,857 shares; 2025Q4: 159,465 shares; 2026Q1: 213,098 shares; 2026Q2: 221,556 shares 221,556 $22M 0.14% +8,458 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,326 shares; 2024Q4: 361,494 shares; 2025Q1: 368,994 shares; 2025Q2: 372,060 shares; 2025Q3: 376,062 shares; 2025Q4: 183,893 shares; 2026Q1: 379,883 shares; 2026Q2: 385,237 shares 385,237 $22M 0.14% +5,354 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,279 shares; 2025Q3: 116,723 shares; 2025Q4: 176,905 shares; 2026Q1: 210,149 shares; 2026Q2: 364,559 shares 364,559 $21.8M 0.14% +154,410 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,554 shares; 2024Q4: 140,785 shares; 2025Q1: 141,564 shares; 2025Q2: 156,200 shares; 2025Q3: 159,161 shares; 2025Q4: 127,392 shares; 2026Q1: 166,082 shares; 2026Q2: 185,422 shares 185,422 $21.6M 0.14% +19,340 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,643 shares; 2024Q4: 131,822 shares; 2025Q1: 130,897 shares; 2025Q2: 135,466 shares; 2025Q3: 145,272 shares; 2025Q4: 88,397 shares; 2026Q1: 179,665 shares; 2026Q2: 183,822 shares 183,822 $21.6M 0.14% +4,157 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680,023 shares; 2024Q4: 393,590 shares; 2025Q1: 319,011 shares; 2025Q2: 433,356 shares; 2025Q3: 333,834 shares; 2025Q4: 293,054 shares; 2026Q1: 285,911 shares; 2026Q2: 280,854 shares 280,854 $21.5M 0.14% -5,057 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,145 shares; 2024Q4: 114,901 shares; 2025Q1: 225,675 shares; 2025Q2: 340,157 shares; 2025Q3: 437,722 shares; 2025Q4: 588,449 shares; 2026Q1: 809,948 shares; 2026Q2: 966,839 shares 966,839 $21.4M 0.14% +156,891 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,876 shares; 2024Q4: 31,551 shares; 2025Q1: 31,937 shares; 2025Q2: 36,066 shares; 2025Q3: 39,036 shares; 2025Q4: 29,676 shares; 2026Q1: 52,934 shares; 2026Q2: 57,147 shares 57,147 $21.4M 0.14% +4,213 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,235 shares; 2024Q4: 132,319 shares; 2025Q1: 128,265 shares; 2025Q2: 128,066 shares; 2025Q3: 127,209 shares; 2025Q4: 91,430 shares; 2026Q1: 120,902 shares; 2026Q2: 129,466 shares 129,466 $21.2M 0.14% +8,564 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,732 shares; 2024Q4: 32,168 shares; 2025Q1: 32,158 shares; 2025Q2: 32,428 shares; 2025Q3: 35,033 shares; 2025Q4: 28,058 shares; 2026Q1: 59,150 shares; 2026Q2: 61,907 shares 61,907 $21.1M 0.14% +2,757 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,051 shares; 2024Q4: 9,565 shares; 2025Q1: 9,864 shares; 2025Q2: 12,814 shares; 2025Q3: 13,961 shares; 2025Q4: 9,274 shares; 2026Q1: 17,287 shares; 2026Q2: 17,963 shares 17,963 $21.1M 0.14% +676 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,952 shares; 2026Q1: 387,897 shares; 2026Q2: 406,288 shares 406,288 $20.5M 0.13% +18,391 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,055 shares; 2024Q4: 49,076 shares; 2025Q1: 49,351 shares; 2025Q2: 51,597 shares; 2025Q3: 53,058 shares; 2025Q4: 29,646 shares; 2026Q1: 68,432 shares; 2026Q2: 72,487 shares 72,487 $20.4M 0.13% +4,055 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,320 shares; 2024Q4: 150,747 shares; 2025Q1: 99,750 shares; 2025Q2: 133,267 shares; 2025Q3: 164,607 shares; 2025Q4: 108,619 shares; 2026Q1: 159,372 shares; 2026Q2: 142,579 shares 142,579 $19.9M 0.13% -16,793 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,162 shares; 2024Q4: 45,176 shares; 2025Q1: 42,411 shares; 2025Q2: 48,448 shares; 2025Q3: 48,831 shares; 2025Q4: 32,309 shares; 2026Q1: 65,122 shares; 2026Q2: 83,181 shares 83,181 $19.7M 0.13% +18,059 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632,945 shares; 2024Q4: 656,107 shares; 2025Q1: 571,700 shares; 2025Q2: 447,302 shares; 2025Q3: 509,857 shares; 2025Q4: 520,078 shares; 2026Q1: 637,542 shares; 2026Q2: 647,375 shares 647,375 $19.5M 0.13% +9,833 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,139 shares; 2024Q4: 90,571 shares; 2025Q1: 324,507 shares; 2025Q2: 306,636 shares; 2025Q3: 334,769 shares; 2025Q4: 354,523 shares; 2026Q1: 315,082 shares; 2026Q2: 258,407 shares 258,407 $19.5M 0.13% -56,675 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672,268 shares; 2026Q2: 693,373 shares 693,373 $19.2M 0.13% +21,105 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,380 shares; 2024Q4: 200,289 shares; 2025Q1: 201,320 shares; 2025Q2: 201,948 shares; 2025Q3: 199,655 shares; 2025Q4: 10,259 shares; 2026Q1: 198,478 shares; 2026Q2: 196,711 shares 196,711 $19M 0.12% -1,767 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,560 shares; 2024Q4: 31,714 shares; 2025Q1: 44,395 shares; 2025Q2: 36,986 shares; 2025Q3: 44,097 shares; 2025Q4: 12,310 shares; 2026Q1: 42,486 shares; 2026Q2: 39,811 shares 39,811 $19M 0.12% -2,675 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,275 shares; 2024Q4: 20,918 shares; 2025Q1: 29,904 shares; 2025Q2: 26,143 shares; 2025Q3: 28,074 shares; 2025Q4: 26,483 shares; 2026Q1: 33,644 shares; 2026Q2: 692,567 shares 692,567 $19M 0.12% +658,923 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,619 shares; 2024Q4: 101,850 shares; 2025Q1: 101,354 shares; 2025Q2: 6,886 shares; 2025Q3: 255,839 shares; 2025Q4: 4,290 shares; 2026Q1: 263,344 shares; 2026Q2: 237,042 shares 237,042 $18.8M 0.12% -26,302 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659,941 shares; 2024Q4: 667,170 shares; 2025Q1: 577,197 shares; 2025Q2: 560,725 shares; 2025Q3: 555,243 shares; 2025Q4: 540,257 shares; 2026Q1: 653,194 shares; 2026Q2: 825,593 shares 825,593 $18.8M 0.12% +172,399 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,114 shares; 2024Q4: 115,447 shares; 2025Q1: 116,390 shares; 2025Q2: 119,954 shares; 2025Q3: 112,559 shares; 2025Q4: 92,460 shares; 2026Q1: 143,995 shares; 2026Q2: 133,986 shares 133,986 $18.8M 0.12% -10,009 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,211 shares; 2025Q3: 155,596 shares; 2025Q4: 241,652 shares; 2026Q1: 258,390 shares; 2026Q2: 252,839 shares 252,839 $18.7M 0.12% -5,551 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,501 shares; 2024Q4: 16,742 shares; 2025Q1: 24,555 shares; 2025Q2: 26,527 shares; 2025Q3: 28,539 shares; 2025Q4: 21,305 shares; 2026Q1: 30,236 shares; 2026Q2: 28,520 shares 28,520 $18.7M 0.12% -1,716 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,909 shares; 2024Q4: 14,389 shares; 2025Q1: 35,677 shares; 2025Q2: 41,618 shares; 2025Q3: 80,477 shares; 2025Q4: 88,224 shares; 2026Q1: 140,605 shares; 2026Q2: 147,927 shares 147,927 $18.5M 0.12% +7,322 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,296 shares; 2024Q4: 108,161 shares; 2025Q1: 195,312 shares; 2025Q2: 263,118 shares; 2025Q3: 292,137 shares; 2025Q4: 345,769 shares; 2026Q1: 428,873 shares; 2026Q2: 433,271 shares 433,271 $18.3M 0.12% +4,398 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,356 shares; 2024Q4: 137,915 shares; 2025Q1: 126,507 shares; 2025Q2: 141,442 shares; 2025Q3: 157,104 shares; 2025Q4: 47,270 shares; 2026Q1: 182,365 shares; 2026Q2: 219,415 shares 219,415 $18.2M 0.12% +37,050 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,340 shares; 2024Q4: 162,993 shares; 2025Q1: 162,251 shares; 2025Q2: 160,781 shares; 2025Q3: 160,797 shares; 2025Q4: 2,094 shares; 2026Q1: 156,931 shares; 2026Q2: 154,635 shares 154,635 $18.2M 0.12% -2,296 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,104 shares; 2024Q4: 294,694 shares; 2025Q1: 319,490 shares; 2025Q2: 315,465 shares; 2025Q3: 520,737 shares; 2025Q4: 363,297 shares; 2026Q1: 579,593 shares; 2026Q2: 616,804 shares 616,804 $18.1M 0.12% +37,211 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,662 shares; 2024Q4: 31,593 shares; 2025Q1: 29,161 shares; 2025Q2: 28,610 shares; 2025Q3: 27,345 shares; 2025Q4: 16,483 shares; 2026Q1: 28,680 shares; 2026Q2: 145,281 shares 145,281 $18M 0.12% +116,601 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,748 shares; 2024Q4: 102,067 shares; 2025Q1: 136,999 shares; 2025Q2: 165,169 shares; 2025Q3: 73,200 shares; 2025Q4: 62,931 shares; 2026Q1: 77,675 shares; 2026Q2: 78,702 shares 78,702 $17.9M 0.12% +1,027 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,342 shares; 2024Q4: 12,783 shares; 2025Q1: 14,476 shares; 2025Q2: 24,136 shares; 2025Q3: 24,383 shares; 2025Q4: 60,803 shares; 2026Q1: 107,735 shares; 2026Q2: 100,513 shares 100,513 $17.7M 0.12% -7,222 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 326,112 shares; 2025Q2: 318,633 shares; 2025Q3: 347,203 shares; 2025Q4: 22,867 shares; 2026Q1: 519,737 shares; 2026Q2: 545,016 shares 545,016 $17.7M 0.12% +25,279 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,539 shares; 2024Q4: 17,197 shares; 2025Q1: 17,377 shares; 2025Q2: 24,904 shares; 2025Q3: 28,342 shares; 2025Q4: 74,191 shares; 2026Q1: 167,314 shares; 2026Q2: 177,812 shares 177,812 $17.7M 0.12% +10,498 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,436 shares; 2024Q4: 120,502 shares; 2025Q1: 118,256 shares; 2025Q2: 120,712 shares; 2025Q3: 129,805 shares; 2025Q4: 82,739 shares; 2026Q1: 146,231 shares; 2026Q2: 216,268 shares 216,268 $17.6M 0.11% +70,037 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,445 shares; 2024Q4: 437,815 shares; 2025Q1: 426,291 shares; 2025Q2: 414,010 shares; 2025Q3: 408,844 shares; 2025Q4: 397,226 shares; 2026Q1: 414,592 shares; 2026Q2: 419,033 shares 419,033 $17.5M 0.11% +4,441 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,359 shares; 2024Q4: 40,150 shares; 2025Q1: 43,188 shares; 2025Q2: 44,737 shares; 2025Q3: 234,806 shares; 2025Q4: not reported; 2026Q1: 358,756 shares; 2026Q2: 379,614 shares 379,614 $17.5M 0.11% +20,858 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 8,808 shares; 2025Q1: 132,683 shares; 2025Q2: 79,061 shares; 2025Q3: 78,177 shares; 2025Q4: 78,859 shares; 2026Q1: 163,761 shares; 2026Q2: 163,317 shares 163,317 $17.4M 0.11% -444 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,496 shares; 2024Q4: 200,583 shares; 2025Q1: 202,807 shares; 2025Q2: 202,667 shares; 2025Q3: 219,124 shares; 2025Q4: 128,913 shares; 2026Q1: 272,410 shares; 2026Q2: 406,021 shares 406,021 $17.2M 0.11% +133,611 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,828 shares; 2024Q4: 21,024 shares; 2025Q1: 22,864 shares; 2025Q2: 22,114 shares; 2025Q3: 22,227 shares; 2025Q4: 19,693 shares; 2026Q1: 20,365 shares; 2026Q2: 22,443 shares 22,443 $17.1M 0.11% +2,078 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,419 shares; 2024Q4: 178,489 shares; 2025Q1: 139,625 shares; 2025Q2: 127,904 shares; 2025Q3: 128,306 shares; 2025Q4: 121,936 shares; 2026Q1: 303,446 shares; 2026Q2: 320,394 shares 320,394 $17M 0.11% +16,948 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,286 shares; 2024Q4: 46,151 shares; 2025Q1: 80,662 shares; 2025Q2: 64,776 shares; 2025Q3: 61,421 shares; 2025Q4: 58,463 shares; 2026Q1: 217,934 shares; 2026Q2: 188,992 shares 188,992 $16.8M 0.11% -28,942 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,380 shares; 2024Q4: 51,504 shares; 2025Q1: 48,319 shares; 2025Q2: 57,347 shares; 2025Q3: 62,416 shares; 2025Q4: 45,222 shares; 2026Q1: 57,997 shares; 2026Q2: 69,220 shares 69,220 $16.8M 0.11% +11,223 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,725 shares; 2024Q4: 31,580 shares; 2025Q1: 67,243 shares; 2025Q2: 54,975 shares; 2025Q3: 53,491 shares; 2025Q4: 41,956 shares; 2026Q1: 49,701 shares; 2026Q2: 48,648 shares 48,648 $16.7M 0.11% -1,053 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,630 shares; 2024Q4: 77,542 shares; 2025Q1: 70,773 shares; 2025Q2: 66,164 shares; 2025Q3: 70,628 shares; 2025Q4: 52,015 shares; 2026Q1: 103,862 shares; 2026Q2: 104,608 shares 104,608 $16.6M 0.11% +746 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,951 shares; 2024Q4: 227,244 shares; 2025Q1: 249,569 shares; 2025Q2: 307,598 shares; 2025Q3: 333,139 shares; 2025Q4: 284,758 shares; 2026Q1: 169,338 shares; 2026Q2: 175,469 shares 175,469 $16.6M 0.11% +6,131 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,921 shares; 2024Q4: 8,853 shares; 2025Q1: 3,564 shares; 2025Q2: 36,466 shares; 2025Q3: 37,663 shares; 2025Q4: 38,109 shares; 2026Q1: 41,008 shares; 2026Q2: 89,126 shares 89,126 $16.5M 0.11% +48,118 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,479 shares; 2024Q4: 83,157 shares; 2025Q1: 83,761 shares; 2025Q2: 98,560 shares; 2025Q3: 98,238 shares; 2025Q4: 60,444 shares; 2026Q1: 114,218 shares; 2026Q2: 128,068 shares 128,068 $16.5M 0.11% +13,850 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,229 shares; 2024Q4: 271,687 shares; 2025Q1: 271,087 shares; 2025Q2: 276,345 shares; 2025Q3: 265,856 shares; 2025Q4: 265,279 shares; 2026Q1: 290,721 shares; 2026Q2: 302,192 shares 302,192 $16.3M 0.11% +11,471 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446,617 shares; 2024Q4: 1,254,878 shares; 2025Q1: 1,151,592 shares; 2025Q2: 700,966 shares; 2025Q3: 695,943 shares; 2025Q4: 446,097 shares; 2026Q1: 745,196 shares; 2026Q2: 741,029 shares 741,029 $16.3M 0.11% -4,167 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,620 shares; 2024Q4: 209,610 shares; 2025Q1: 211,069 shares; 2025Q2: 216,793 shares; 2025Q3: 244,240 shares; 2025Q4: 248,959 shares; 2026Q1: 245,282 shares; 2026Q2: 237,096 shares 237,096 $16.3M 0.11% -8,186 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272,513 shares; 2025Q4: not reported; 2026Q1: 330,619 shares; 2026Q2: 343,466 shares 343,466 $16.2M 0.11% +12,847 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,282 shares; 2025Q4: 280,920 shares; 2026Q1: 287,674 shares; 2026Q2: 297,299 shares 297,299 $16.2M 0.11% +9,625 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,012 shares; 2024Q4: 163,383 shares; 2025Q1: 186,824 shares; 2025Q2: 190,115 shares; 2025Q3: 186,883 shares; 2025Q4: 186,305 shares; 2026Q1: 194,305 shares; 2026Q2: 210,222 shares 210,222 $15.8M 0.1% +15,917 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,501 shares; 2024Q4: 117,249 shares; 2025Q1: 117,637 shares; 2025Q2: 117,950 shares; 2025Q3: 115,797 shares; 2025Q4: 115,998 shares; 2026Q1: 108,105 shares; 2026Q2: 107,571 shares 107,571 $15.5M 0.1% -534 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,563 shares; 2024Q4: 54,559 shares; 2025Q1: 58,218 shares; 2025Q2: 55,420 shares; 2025Q3: 60,063 shares; 2025Q4: 34,313 shares; 2026Q1: 61,948 shares; 2026Q2: 61,107 shares 61,107 $15.4M 0.1% -841 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,696 shares; 2024Q4: 46,437 shares; 2025Q1: 46,081 shares; 2025Q2: 46,439 shares; 2025Q3: 45,881 shares; 2025Q4: 19,880 shares; 2026Q1: 45,879 shares; 2026Q2: 56,297 shares 56,297 $15.2M 0.1% +10,418 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,621 shares; 2024Q4: 357,180 shares; 2025Q1: 383,809 shares; 2025Q2: 393,153 shares; 2025Q3: 373,662 shares; 2025Q4: 281,605 shares; 2026Q1: 298,882 shares; 2026Q2: 252,064 shares 252,064 $15.2M 0.1% -46,818 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 647,285 shares; 2024Q4: 664,102 shares; 2025Q1: 617,256 shares; 2025Q2: 639,170 shares; 2025Q3: 679,915 shares; 2025Q4: 173,494 shares; 2026Q1: 650,358 shares; 2026Q2: 683,933 shares 683,933 $15.1M 0.1% +33,575 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,536 shares; 2024Q4: 60,357 shares; 2025Q1: 86,820 shares; 2025Q2: 78,894 shares; 2025Q3: 83,887 shares; 2025Q4: 59,115 shares; 2026Q1: 86,338 shares; 2026Q2: 168,076 shares 168,076 $15.1M 0.1% +81,738 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,944 shares; 2024Q4: 75,003 shares; 2025Q1: 70,919 shares; 2025Q2: 62,737 shares; 2025Q3: 61,956 shares; 2025Q4: 52,024 shares; 2026Q1: 71,311 shares; 2026Q2: 50,226 shares 50,226 $15.1M 0.1% -21,085 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,874 shares; 2024Q4: 15,751 shares; 2025Q1: 14,223 shares; 2025Q2: 10,915 shares; 2025Q3: 11,442 shares; 2025Q4: 7,247 shares; 2026Q1: 14,378 shares; 2026Q2: 14,912 shares 14,912 $15.1M 0.1% +534 Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,311 shares; 2024Q4: 300,862 shares; 2025Q1: 246,784 shares; 2025Q2: 229,841 shares; 2025Q3: 250,408 shares; 2025Q4: 323,898 shares; 2026Q1: 293,039 shares; 2026Q2: 326,608 shares 326,608 $14.9M 0.1% +33,569 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,896 shares; 2024Q4: 177,336 shares; 2025Q1: 127,759 shares; 2025Q2: 134,299 shares; 2025Q3: 169,572 shares; 2025Q4: 179,345 shares; 2026Q1: 216,976 shares; 2026Q2: 220,919 shares 220,919 $14.6M 0.1% +3,943 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,586 shares; 2024Q4: 303,197 shares; 2025Q1: 271,494 shares; 2025Q2: 228,362 shares; 2025Q3: 243,710 shares; 2025Q4: 235,417 shares; 2026Q1: 243,960 shares; 2026Q2: 249,105 shares 249,105 $14.5M 0.09% +5,145 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,862 shares; 2024Q4: 52,978 shares; 2025Q1: 49,587 shares; 2025Q2: 46,846 shares; 2025Q3: 49,736 shares; 2025Q4: 15,143 shares; 2026Q1: 48,406 shares; 2026Q2: 48,348 shares 48,348 $14.5M 0.09% -58 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,342 shares; 2024Q4: 228,906 shares; 2025Q1: 239,537 shares; 2025Q2: 245,493 shares; 2025Q3: 217,712 shares; 2025Q4: 209,863 shares; 2026Q1: 314,051 shares; 2026Q2: 313,381 shares 313,381 $14.2M 0.09% -670 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,010 shares; 2025Q2: 83,883 shares; 2025Q3: 182,103 shares; 2025Q4: 111,886 shares; 2026Q1: 238,715 shares; 2026Q2: 263,754 shares 263,754 $14.1M 0.09% +25,039 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,936 shares; 2025Q4: not reported; 2026Q1: 260,658 shares; 2026Q2: 286,191 shares 286,191 $14M 0.09% +25,533 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,494 shares; 2024Q4: 456,028 shares; 2025Q1: 532,591 shares; 2025Q2: 630,288 shares; 2025Q3: 430,690 shares; 2025Q4: 367,306 shares; 2026Q1: 237,167 shares; 2026Q2: 228,152 shares 228,152 $14M 0.09% -9,015 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,791 shares; 2024Q4: 27,105 shares; 2025Q1: 27,962 shares; 2025Q2: 43,086 shares; 2025Q3: 49,080 shares; 2025Q4: 40,565 shares; 2026Q1: 65,503 shares; 2026Q2: 63,503 shares 63,503 $13.9M 0.09% -2,000 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333,041 shares 333,041 $13.9M 0.09% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,828 shares; 2024Q4: 26,745 shares; 2025Q1: 26,383 shares; 2025Q2: 23,716 shares; 2025Q3: 25,384 shares; 2025Q4: 16,146 shares; 2026Q1: 29,598 shares; 2026Q2: 33,206 shares 33,206 $13.8M 0.09% +3,608 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,572 shares; 2024Q4: 292,370 shares; 2025Q1: 317,897 shares; 2025Q2: 375,453 shares; 2025Q3: 243,524 shares; 2025Q4: 267,775 shares; 2026Q1: 284,484 shares; 2026Q2: 288,828 shares 288,828 $13.8M 0.09% +4,344 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,181 shares; 2025Q1: 43,336 shares; 2025Q2: 85,522 shares; 2025Q3: 186,620 shares; 2025Q4: 222,119 shares; 2026Q1: 291,513 shares; 2026Q2: 366,288 shares 366,288 $13.7M 0.09% +74,775 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,880 shares; 2024Q4: 276,285 shares; 2025Q1: 281,246 shares; 2025Q2: 268,549 shares; 2025Q3: 271,755 shares; 2025Q4: 23,172 shares; 2026Q1: 269,752 shares; 2026Q2: 265,605 shares 265,605 $13.7M 0.09% -4,147 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,868 shares; 2024Q4: 166,866 shares; 2025Q1: 167,514 shares; 2025Q2: 187,751 shares; 2025Q3: 190,711 shares; 2025Q4: 13,488 shares; 2026Q1: 173,258 shares; 2026Q2: 182,769 shares 182,769 $13.7M 0.09% +9,511 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,552 shares; 2024Q4: 60,398 shares; 2025Q1: 107,310 shares; 2025Q2: 117,677 shares; 2025Q3: 180,573 shares; 2025Q4: 104,886 shares; 2026Q1: 327,608 shares; 2026Q2: 408,760 shares 408,760 $13.6M 0.09% +81,152 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,899 shares; 2024Q4: 123,698 shares; 2025Q1: 135,081 shares; 2025Q2: 159,722 shares; 2025Q3: 262,185 shares; 2025Q4: 268,331 shares; 2026Q1: 268,823 shares; 2026Q2: 334,391 shares 334,391 $13.6M 0.09% +65,568 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,515 shares; 2024Q4: 64,065 shares; 2025Q1: 62,557 shares; 2025Q2: 72,124 shares; 2025Q3: 72,188 shares; 2025Q4: 56,145 shares; 2026Q1: 81,625 shares; 2026Q2: 91,204 shares 91,204 $13.4M 0.09% +9,579 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,725 shares; 2024Q4: 77,130 shares; 2025Q1: 79,911 shares; 2025Q2: 82,256 shares; 2025Q3: 85,731 shares; 2025Q4: 41,659 shares; 2026Q1: 94,721 shares; 2026Q2: 97,167 shares 97,167 $13.2M 0.09% +2,446 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,674 shares; 2025Q1: 5,915 shares; 2025Q2: 25,866 shares; 2025Q3: 33,213 shares; 2025Q4: 204,024 shares; 2026Q1: 238,543 shares; 2026Q2: 259,604 shares 259,604 $13.1M 0.09% +21,061 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,370 shares; 2024Q4: 47,803 shares; 2025Q1: 55,418 shares; 2025Q2: 65,239 shares; 2025Q3: 67,568 shares; 2025Q4: 76,359 shares; 2026Q1: 106,014 shares; 2026Q2: 109,263 shares 109,263 $13M 0.09% +3,249 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,249 shares; 2024Q4: 64,821 shares; 2025Q1: 56,865 shares; 2025Q2: 60,353 shares; 2025Q3: 58,610 shares; 2025Q4: 43,229 shares; 2026Q1: 71,756 shares; 2026Q2: 69,980 shares 69,980 $13M 0.08% -1,776 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,909 shares; 2024Q4: 8,668 shares; 2025Q1: 10,604 shares; 2025Q2: 17,591 shares; 2025Q3: 22,100 shares; 2025Q4: 17,604 shares; 2026Q1: 25,313 shares; 2026Q2: 27,774 shares 27,774 $12.9M 0.08% +2,461 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,042 shares; 2024Q4: 31,143 shares; 2025Q1: 38,524 shares; 2025Q2: 61,809 shares; 2025Q3: 71,341 shares; 2025Q4: 56,797 shares; 2026Q1: 74,612 shares; 2026Q2: 73,143 shares 73,143 $12.9M 0.08% -1,469 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,977 shares; 2024Q4: 12,312 shares; 2025Q1: 12,000 shares; 2025Q2: 14,070 shares; 2025Q3: 15,206 shares; 2025Q4: 83,262 shares; 2026Q1: 183,114 shares; 2026Q2: 178,827 shares 178,827 $12.8M 0.08% -4,287 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,395 shares; 2024Q4: 39,095 shares; 2025Q1: 40,021 shares; 2025Q2: 53,775 shares; 2025Q3: 60,637 shares; 2025Q4: 48,951 shares; 2026Q1: 71,176 shares; 2026Q2: 77,512 shares 77,512 $12.7M 0.08% +6,336 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,464 shares; 2024Q4: 87,066 shares; 2025Q1: 129,076 shares; 2025Q2: 237,760 shares; 2025Q3: 275,299 shares; 2025Q4: 140,071 shares; 2026Q1: 308,426 shares; 2026Q2: 236,853 shares 236,853 $12.7M 0.08% -71,573 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,950 shares; 2025Q4: 238,798 shares; 2026Q1: 218,941 shares; 2026Q2: 256,383 shares 256,383 $12.7M 0.08% +37,442 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,681 shares; 2024Q4: 99,894 shares; 2025Q1: 114,537 shares; 2025Q2: 169,488 shares; 2025Q3: 87,380 shares; 2025Q4: 93,904 shares; 2026Q1: 129,589 shares; 2026Q2: 132,696 shares 132,696 $12.5M 0.08% +3,107 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,665 shares; 2024Q4: 492,167 shares; 2025Q1: 499,558 shares; 2025Q2: 490,378 shares; 2025Q3: 279,610 shares; 2025Q4: 304,801 shares; 2026Q1: 312,660 shares; 2026Q2: 297,099 shares 297,099 $12.5M 0.08% -15,561 Timeline AUSM ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500,000 shares; 2025Q4: 500,001 shares; 2026Q1: 500,001 shares; 2026Q2: 500,001 shares 500,001 $12.5M 0.08% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,979 shares; 2024Q4: 107,696 shares; 2025Q1: 210,213 shares; 2025Q2: 131,220 shares; 2025Q3: 204,845 shares; 2025Q4: 150,256 shares; 2026Q1: 231,131 shares; 2026Q2: 246,972 shares 246,972 $12.4M 0.08% +15,841 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,702 shares; 2024Q4: 351,829 shares; 2025Q1: 350,993 shares; 2025Q2: 338,488 shares; 2025Q3: 346,144 shares; 2025Q4: 338,211 shares; 2026Q1: 338,034 shares; 2026Q2: 333,970 shares 333,970 $12.3M 0.08% -4,064 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,782 shares; 2024Q4: 247,780 shares; 2025Q1: 255,106 shares; 2025Q2: 260,824 shares; 2025Q3: 271,767 shares; 2025Q4: 161,771 shares; 2026Q1: 278,271 shares; 2026Q2: 89,567 shares 89,567 $12.2M 0.08% -188,704 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,497 shares; 2024Q4: 48,000 shares; 2025Q1: 69,008 shares; 2025Q2: 69,201 shares; 2025Q3: 76,143 shares; 2025Q4: 155,120 shares; 2026Q1: 343,944 shares; 2026Q2: 561,142 shares 561,142 $12.1M 0.08% +217,198 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,190 shares; 2024Q4: 195,733 shares; 2025Q1: 152,659 shares; 2025Q2: 139,921 shares; 2025Q3: 138,682 shares; 2025Q4: 8,304 shares; 2026Q1: 135,945 shares; 2026Q2: 136,088 shares 136,088 $12.1M 0.08% +143 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,361 shares; 2024Q4: 35,440 shares; 2025Q1: 42,132 shares; 2025Q2: 34,921 shares; 2025Q3: 34,078 shares; 2025Q4: 32,972 shares; 2026Q1: 37,706 shares; 2026Q2: 90,964 shares 90,964 $12.1M 0.08% +53,258 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,104 shares; 2024Q4: 159,886 shares; 2025Q1: 156,803 shares; 2025Q2: 187,378 shares; 2025Q3: 271,786 shares; 2025Q4: 151,836 shares; 2026Q1: 272,248 shares; 2026Q2: 264,913 shares 264,913 $12.1M 0.08% -7,335 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,794 shares; 2024Q4: 207,812 shares; 2025Q1: 204,155 shares; 2025Q2: 219,880 shares; 2025Q3: 281,777 shares; 2025Q4: 285,021 shares; 2026Q1: 297,608 shares; 2026Q2: 305,295 shares 305,295 $12M 0.08% +7,687 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,169 shares; 2024Q4: 30,855 shares; 2025Q1: 30,455 shares; 2025Q2: 30,459 shares; 2025Q3: 171,442 shares; 2025Q4: 24,494 shares; 2026Q1: 172,899 shares; 2026Q2: 165,833 shares 165,833 $12M 0.08% -7,066 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,436 shares; 2024Q4: 4,491 shares; 2025Q1: 15,839 shares; 2025Q2: 10,174 shares; 2025Q3: 11,760 shares; 2025Q4: 8,463 shares; 2026Q1: 22,631 shares; 2026Q2: 18,708 shares 18,708 $11.9M 0.08% -3,923 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,461 shares; 2024Q4: 13,389 shares; 2025Q1: 13,010 shares; 2025Q2: 15,039 shares; 2025Q3: 15,589 shares; 2025Q4: 14,690 shares; 2026Q1: 23,522 shares; 2026Q2: 23,400 shares 23,400 $11.9M 0.08% -122 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,513 shares; 2024Q4: 62,794 shares; 2025Q1: 54,065 shares; 2025Q2: 59,549 shares; 2025Q3: 59,127 shares; 2025Q4: 44,513 shares; 2026Q1: 138,278 shares; 2026Q2: 151,784 shares 151,784 $11.8M 0.08% +13,506 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,962 shares; 2024Q4: 168,853 shares; 2025Q1: 232,745 shares; 2025Q2: 231,066 shares; 2025Q3: 165,823 shares; 2025Q4: 145,078 shares; 2026Q1: 147,415 shares; 2026Q2: 143,218 shares 143,218 $11.8M 0.08% -4,197 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,996 shares; 2024Q4: 122,432 shares; 2025Q1: 119,230 shares; 2025Q2: 138,757 shares; 2025Q3: 142,488 shares; 2025Q4: 86,468 shares; 2026Q1: 166,472 shares; 2026Q2: 173,924 shares 173,924 $11.8M 0.08% +7,452 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,576 shares; 2024Q4: 138,626 shares; 2025Q1: 227,191 shares; 2025Q2: 135,890 shares; 2025Q3: 185,169 shares; 2025Q4: 64,408 shares; 2026Q1: 215,537 shares; 2026Q2: 277,034 shares 277,034 $11.7M 0.08% +61,497 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,675 shares; 2024Q4: 66,330 shares; 2025Q1: 66,516 shares; 2025Q2: 64,724 shares; 2025Q3: 68,130 shares; 2025Q4: 58,057 shares; 2026Q1: 72,556 shares; 2026Q2: 74,982 shares 74,982 $11.7M 0.08% +2,426 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,316 shares; 2024Q4: 377,665 shares; 2025Q1: 355,926 shares; 2025Q2: 344,153 shares; 2025Q3: 324,529 shares; 2025Q4: 148,381 shares; 2026Q1: 312,761 shares; 2026Q2: 322,849 shares 322,849 $11.7M 0.08% +10,088 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,077 shares; 2024Q4: 110,611 shares; 2025Q1: 107,251 shares; 2025Q2: 107,401 shares; 2025Q3: 106,085 shares; 2025Q4: 103,656 shares; 2026Q1: 106,391 shares; 2026Q2: 105,349 shares 105,349 $11.6M 0.08% -1,042 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,797 shares; 2024Q4: not reported; 2025Q1: 364,765 shares; 2025Q2: 388,066 shares; 2025Q3: 629,304 shares; 2025Q4: 655,358 shares; 2026Q1: 493,086 shares; 2026Q2: 535,772 shares 535,772 $11.5M 0.07% +42,686 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170,833 shares; 2026Q2: 193,960 shares 193,960 $11.4M 0.07% +23,127 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,723 shares; 2024Q4: 107,348 shares; 2025Q1: 117,111 shares; 2025Q2: 134,982 shares; 2025Q3: 161,266 shares; 2025Q4: 177,106 shares; 2026Q1: 229,443 shares; 2026Q2: 380,738 shares 380,738 $11.3M 0.07% +151,295 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,902 shares; 2024Q4: 218,887 shares; 2025Q1: 187,630 shares; 2025Q2: 204,377 shares; 2025Q3: 263,080 shares; 2025Q4: 370,746 shares; 2026Q1: 395,509 shares; 2026Q2: 412,825 shares 412,825 $11.3M 0.07% +17,316 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,973 shares; 2024Q4: 16,697 shares; 2025Q1: 3,785 shares; 2025Q2: 17,216 shares; 2025Q3: 3,527 shares; 2025Q4: 2,206 shares; 2026Q1: 3,549 shares; 2026Q2: 99,569 shares 99,569 $11.2M 0.07% +96,020 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332 shares; 2024Q4: 2,924 shares; 2025Q1: 2,647 shares; 2025Q2: 3,071 shares; 2025Q3: 4,033 shares; 2025Q4: 1,900 shares; 2026Q1: 5,923 shares; 2026Q2: 5,601 shares 5,601 $11.1M 0.07% -322 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,716 shares; 2024Q4: 111,232 shares; 2025Q1: 104,494 shares; 2025Q2: 91,492 shares; 2025Q3: 68,820 shares; 2025Q4: 64,003 shares; 2026Q1: 73,139 shares; 2026Q2: 117,987 shares 117,987 $11.1M 0.07% +44,848 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488,757 shares; 2024Q4: 492,149 shares; 2025Q1: 481,165 shares; 2025Q2: 506,736 shares; 2025Q3: 493,154 shares; 2025Q4: 264,088 shares; 2026Q1: 486,681 shares; 2026Q2: 458,762 shares 458,762 $11M 0.07% -27,919 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,345 shares; 2024Q4: 32,814 shares; 2025Q1: 9,587 shares; 2025Q2: 8,444 shares; 2025Q3: 43,976 shares; 2025Q4: 64,879 shares; 2026Q1: 24,896 shares; 2026Q2: 93,839 shares 93,839 $11M 0.07% +68,943 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,961 shares; 2024Q4: 117,171 shares; 2025Q1: 129,132 shares; 2025Q2: 206,104 shares; 2025Q3: 249,396 shares; 2025Q4: 201,229 shares; 2026Q1: 350,121 shares; 2026Q2: 390,925 shares 390,925 $11M 0.07% +40,804 Timeline JDVI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285,546 shares 285,546 $11M 0.07% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,955 shares; 2024Q4: 89,296 shares; 2025Q1: 54,643 shares; 2025Q2: 53,241 shares; 2025Q3: 96,779 shares; 2025Q4: 50,523 shares; 2026Q1: 96,890 shares; 2026Q2: 264,299 shares 264,299 $10.9M 0.07% +167,409 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,959 shares; 2024Q4: 51,503 shares; 2025Q1: 56,865 shares; 2025Q2: 44,920 shares; 2025Q3: 40,621 shares; 2025Q4: 8,907 shares; 2026Q1: 40,596 shares; 2026Q2: 42,610 shares 42,610 $10.9M 0.07% +2,014 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,129 shares; 2024Q4: 16,213 shares; 2025Q1: 15,276 shares; 2025Q2: 15,579 shares; 2025Q3: 14,692 shares; 2025Q4: 1,030 shares; 2026Q1: 18,365 shares; 2026Q2: 19,394 shares 19,394 $10.9M 0.07% +1,029 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,697 shares; 2024Q4: 45,394 shares; 2025Q1: 51,279 shares; 2025Q2: 98,105 shares; 2025Q3: 108,956 shares; 2025Q4: 139,200 shares; 2026Q1: 206,471 shares; 2026Q2: 214,309 shares 214,309 $10.8M 0.07% +7,838 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,286 shares; 2025Q3: 62,405 shares; 2025Q4: not reported; 2026Q1: 61,913 shares; 2026Q2: 40,021 shares 40,021 $10.7M 0.07% -21,892 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,714 shares; 2024Q4: 10,939 shares; 2025Q1: 9,796 shares; 2025Q2: 17,374 shares; 2025Q3: 16,205 shares; 2025Q4: 5,124 shares; 2026Q1: 20,816 shares; 2026Q2: 31,599 shares 31,599 $10.6M 0.07% +10,783 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,730 shares; 2024Q4: 65,346 shares; 2025Q1: 62,963 shares; 2025Q2: 72,476 shares; 2025Q3: 72,072 shares; 2025Q4: 75,299 shares; 2026Q1: 186,704 shares; 2026Q2: 180,941 shares 180,941 $10.4M 0.07% -5,763 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,666 shares; 2024Q4: 45,432 shares; 2025Q1: 44,641 shares; 2025Q2: 53,164 shares; 2025Q3: 54,690 shares; 2025Q4: 28,665 shares; 2026Q1: 61,312 shares; 2026Q2: 57,562 shares 57,562 $10.4M 0.07% -3,750 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,973 shares; 2024Q4: 39,278 shares; 2025Q1: 80,482 shares; 2025Q2: 106,710 shares; 2025Q3: 149,663 shares; 2025Q4: 194,980 shares; 2026Q1: 226,531 shares; 2026Q2: 274,113 shares 274,113 $10.4M 0.07% +47,582 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,166 shares; 2024Q4: 27,505 shares; 2025Q1: 28,253 shares; 2025Q2: 27,016 shares; 2025Q3: 26,750 shares; 2025Q4: 20,266 shares; 2026Q1: 29,725 shares; 2026Q2: 46,398 shares 46,398 $10.3M 0.07% +16,673 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,668 shares; 2024Q4: 87,529 shares; 2025Q1: 37,339 shares; 2025Q2: 38,274 shares; 2025Q3: 80,972 shares; 2025Q4: 32,959 shares; 2026Q1: 88,260 shares; 2026Q2: 96,849 shares 96,849 $10.3M 0.07% +8,589 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,897 shares; 2024Q4: 18,268 shares; 2025Q1: 19,425 shares; 2025Q2: 20,082 shares; 2025Q3: 18,568 shares; 2025Q4: 15,689 shares; 2026Q1: 28,034 shares; 2026Q2: 30,277 shares 30,277 $10.2M 0.07% +2,243 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202,928 shares; 2025Q2: 290,296 shares; 2025Q3: 177,550 shares; 2025Q4: 209,348 shares; 2026Q1: 264,193 shares; 2026Q2: 205,440 shares 205,440 $10.2M 0.07% -58,753 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802,677 shares; 2024Q4: 827,627 shares; 2025Q1: 384,557 shares; 2025Q2: 386,113 shares; 2025Q3: 738,558 shares; 2025Q4: 26,894 shares; 2026Q1: 787,026 shares; 2026Q2: 349,783 shares 349,783 $10.2M 0.07% -437,243 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491,218 shares 491,218 $10.2M 0.07% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,173 shares; 2024Q4: 131,060 shares; 2025Q1: 124,593 shares; 2025Q2: 116,115 shares; 2025Q3: 68,418 shares; 2025Q4: not reported; 2026Q1: 69,490 shares; 2026Q2: 398,509 shares 398,509 $10.2M 0.07% +329,019 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,436 shares; 2024Q4: 118,071 shares; 2025Q1: 119,366 shares; 2025Q2: 109,506 shares; 2025Q3: 105,197 shares; 2025Q4: 47,972 shares; 2026Q1: 112,828 shares; 2026Q2: 122,558 shares 122,558 $10.1M 0.07% +9,730 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,914 shares; 2025Q3: 5,542 shares; 2025Q4: 4,737 shares; 2026Q1: 6,619 shares; 2026Q2: 4,425 shares 4,425 $10.1M 0.07% -2,194 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,664 shares; 2024Q4: 3,640 shares; 2025Q1: 5,438 shares; 2025Q2: 5,502 shares; 2025Q3: 5,550 shares; 2025Q4: 4,696 shares; 2026Q1: 4,930 shares; 2026Q2: 40,860 shares 40,860 $10.1M 0.07% +35,930 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,353 shares; 2024Q4: 199,593 shares; 2025Q1: 196,429 shares; 2025Q2: 186,045 shares; 2025Q3: 187,606 shares; 2025Q4: 190,663 shares; 2026Q1: 204,700 shares; 2026Q2: 206,692 shares 206,692 $9.99M 0.07% +1,992 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,539 shares; 2024Q4: 9,256 shares; 2025Q1: 8,716 shares; 2025Q2: 8,577 shares; 2025Q3: 8,305 shares; 2025Q4: 7,803 shares; 2026Q1: 12,144 shares; 2026Q2: 23,429 shares 23,429 $9.98M 0.07% +11,285 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619,348 shares; 2024Q4: 369,586 shares; 2025Q1: 329,868 shares; 2025Q2: 325,214 shares; 2025Q3: 134,310 shares; 2025Q4: 19,594 shares; 2026Q1: 134,748 shares; 2026Q2: 134,128 shares 134,128 $9.83M 0.06% -620 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,956 shares; 2024Q4: 71,723 shares; 2025Q1: 71,677 shares; 2025Q2: 72,451 shares; 2025Q3: 72,259 shares; 2025Q4: 7,419 shares; 2026Q1: 73,840 shares; 2026Q2: 72,861 shares 72,861 $9.8M 0.06% -979 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312,897 shares; 2025Q4: 37,416 shares; 2026Q1: 353,677 shares; 2026Q2: 352,637 shares 352,637 $9.78M 0.06% -1,040 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,690 shares; 2024Q4: 24,292 shares; 2025Q1: 10,918 shares; 2025Q2: 36,685 shares; 2025Q3: 39,287 shares; 2025Q4: 13,224 shares; 2026Q1: 49,836 shares; 2026Q2: 48,656 shares 48,656 $9.76M 0.06% -1,180 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,100 shares; 2024Q4: 92,801 shares; 2025Q1: 93,363 shares; 2025Q2: 97,479 shares; 2025Q3: 99,269 shares; 2025Q4: 56,075 shares; 2026Q1: 123,318 shares; 2026Q2: 135,160 shares 135,160 $9.72M 0.06% +11,842 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: 2,158 shares; 2025Q1: 1,783 shares; 2025Q2: 3,634 shares; 2025Q3: 4,445 shares; 2025Q4: 3,705 shares; 2026Q1: 5,263 shares; 2026Q2: 4,868 shares 4,868 $9.65M 0.06% -395 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,631 shares; 2025Q4: 166,291 shares; 2026Q1: 169,108 shares; 2026Q2: 175,340 shares 175,340 $9.59M 0.06% +6,232 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,744 shares; 2024Q4: 137,815 shares; 2025Q1: 175,512 shares; 2025Q2: 167,628 shares; 2025Q3: 186,691 shares; 2025Q4: 82,535 shares; 2026Q1: 290,327 shares; 2026Q2: 304,946 shares 304,946 $9.57M 0.06% +14,619 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,398 shares; 2024Q4: 4,863 shares; 2025Q1: 185,811 shares; 2025Q2: 184,918 shares; 2025Q3: 179,263 shares; 2025Q4: 181,890 shares; 2026Q1: 176,528 shares; 2026Q2: 187,557 shares 187,557 $9.42M 0.06% +11,029 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 478,665 shares 478,665 $9.37M 0.06% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,405 shares; 2024Q4: 392,603 shares; 2025Q1: 497,159 shares; 2025Q2: 513,859 shares; 2025Q3: 498,016 shares; 2025Q4: 380,725 shares; 2026Q1: 268,888 shares; 2026Q2: 252,444 shares 252,444 $9.34M 0.06% -16,444 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,659 shares; 2024Q4: 92,067 shares; 2025Q1: 91,637 shares; 2025Q2: 84,202 shares; 2025Q3: 80,233 shares; 2025Q4: 45,297 shares; 2026Q1: 59,713 shares; 2026Q2: 84,575 shares 84,575 $9.33M 0.06% +24,862 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,000 shares; 2024Q4: 28,692 shares; 2025Q1: 30,372 shares; 2025Q2: 33,206 shares; 2025Q3: 35,403 shares; 2025Q4: 20,649 shares; 2026Q1: 38,505 shares; 2026Q2: 68,057 shares 68,057 $9.31M 0.06% +29,552 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,091 shares; 2024Q4: 200,984 shares; 2025Q1: 181,583 shares; 2025Q2: 195,858 shares; 2025Q3: 165,786 shares; 2025Q4: 158,429 shares; 2026Q1: 123,925 shares; 2026Q2: 121,886 shares 121,886 $9.25M 0.06% -2,039 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,340 shares; 2024Q4: 201,154 shares; 2025Q1: 214,873 shares; 2025Q2: 212,941 shares; 2025Q3: 213,473 shares; 2025Q4: 217,933 shares; 2026Q1: 228,877 shares; 2026Q2: 228,380 shares 228,380 $9.2M 0.06% -497 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,351 shares; 2024Q4: 128,715 shares; 2025Q1: 103,514 shares; 2025Q2: 106,192 shares; 2025Q3: 98,837 shares; 2025Q4: 101,920 shares; 2026Q1: 111,593 shares; 2026Q2: 111,261 shares 111,261 $9.2M 0.06% -332 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,693 shares; 2024Q4: 28,761 shares; 2025Q1: 28,617 shares; 2025Q2: 31,525 shares; 2025Q3: 32,218 shares; 2025Q4: 23,647 shares; 2026Q1: 36,555 shares; 2026Q2: 42,417 shares 42,417 $9.18M 0.06% +5,862 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,313 shares; 2024Q4: 304,841 shares; 2025Q1: 299,141 shares; 2025Q2: 327,140 shares; 2025Q3: 346,669 shares; 2025Q4: 233,262 shares; 2026Q1: 319,105 shares; 2026Q2: 395,992 shares 395,992 $9.16M 0.06% +76,887 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,656 shares; 2025Q3: 30,430 shares; 2025Q4: 31,006 shares; 2026Q1: 167,415 shares; 2026Q2: 210,923 shares 210,923 $9.16M 0.06% +43,508 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,956 shares; 2024Q4: 29,222 shares; 2025Q1: 28,742 shares; 2025Q2: 35,627 shares; 2025Q3: 34,822 shares; 2025Q4: 24,178 shares; 2026Q1: 50,163 shares; 2026Q2: 60,411 shares 60,411 $9.15M 0.06% +10,248 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,105 shares; 2024Q4: 130,992 shares; 2025Q1: 107,183 shares; 2025Q2: 175,722 shares; 2025Q3: 192,729 shares; 2025Q4: 191,866 shares; 2026Q1: 300,504 shares; 2026Q2: 315,007 shares 315,007 $9.14M 0.06% +14,503 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,563 shares; 2024Q4: 8,855 shares; 2025Q1: 10,732 shares; 2025Q2: 11,350 shares; 2025Q3: 11,633 shares; 2025Q4: 26,497 shares; 2026Q1: 29,608 shares; 2026Q2: 32,047 shares 32,047 $9.09M 0.06% +2,439 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,928 shares; 2024Q4: 15,275 shares; 2025Q1: 14,361 shares; 2025Q2: 20,128 shares; 2025Q3: 21,515 shares; 2025Q4: 13,328 shares; 2026Q1: 19,432 shares; 2026Q2: 17,574 shares 17,574 $9.03M 0.06% -1,858 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,641 shares; 2024Q4: 76,958 shares; 2025Q1: 135,125 shares; 2025Q2: 122,796 shares; 2025Q3: 176,908 shares; 2025Q4: 221,572 shares; 2026Q1: 260,744 shares; 2026Q2: 381,848 shares 381,848 $8.98M 0.06% +121,104 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,210 shares; 2024Q4: 43,768 shares; 2025Q1: 56,948 shares; 2025Q2: 81,481 shares; 2025Q3: 106,754 shares; 2025Q4: 136,346 shares; 2026Q1: 172,735 shares; 2026Q2: 190,242 shares 190,242 $8.98M 0.06% +17,507 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 12,589 shares; 2025Q1: 13,383 shares; 2025Q2: 13,180 shares; 2025Q3: 13,233 shares; 2025Q4: 12,104 shares; 2026Q1: 67,595 shares; 2026Q2: 69,948 shares 69,948 $8.94M 0.06% +2,353 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,523 shares; 2024Q4: 9,789 shares; 2025Q1: 9,008 shares; 2025Q2: 9,200 shares; 2025Q3: 22,042 shares; 2025Q4: 15,302 shares; 2026Q1: 18,479 shares; 2026Q2: 99,066 shares 99,066 $8.93M 0.06% +80,587 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,887 shares; 2024Q4: 57,621 shares; 2025Q1: 111,240 shares; 2025Q2: 142,452 shares; 2025Q3: 148,390 shares; 2025Q4: 161,389 shares; 2026Q1: 178,623 shares; 2026Q2: 200,160 shares 200,160 $8.9M 0.06% +21,537 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,138 shares; 2025Q1: 71,535 shares; 2025Q2: 87,906 shares; 2025Q3: 222,289 shares; 2025Q4: 13,455 shares; 2026Q1: 254,044 shares; 2026Q2: 263,684 shares 263,684 $8.9M 0.06% +9,640 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,708 shares; 2024Q4: 69,845 shares; 2025Q1: 67,911 shares; 2025Q2: 70,210 shares; 2025Q3: 76,853 shares; 2025Q4: 23,534 shares; 2026Q1: 78,934 shares; 2026Q2: 92,556 shares 92,556 $8.86M 0.06% +13,622 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,795 shares; 2024Q4: 242,096 shares; 2025Q1: 256,003 shares; 2025Q2: 259,879 shares; 2025Q3: 256,162 shares; 2025Q4: 196,333 shares; 2026Q1: 256,953 shares; 2026Q2: 254,346 shares 254,346 $8.85M 0.06% -2,607 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,782 shares; 2024Q4: 90,267 shares; 2025Q1: 88,628 shares; 2025Q2: 75,879 shares; 2025Q3: 74,645 shares; 2025Q4: 13,107 shares; 2026Q1: 228,607 shares; 2026Q2: 173,452 shares 173,452 $8.82M 0.06% -55,155 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,802 shares; 2024Q4: 111,555 shares; 2025Q1: 107,253 shares; 2025Q2: 43,257 shares; 2025Q3: 50,430 shares; 2025Q4: 41,905 shares; 2026Q1: 189,328 shares; 2026Q2: 201,339 shares 201,339 $8.78M 0.06% +12,011 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,491 shares; 2024Q4: 23,256 shares; 2025Q1: 23,257 shares; 2025Q2: 23,686 shares; 2025Q3: 22,475 shares; 2025Q4: 15,499 shares; 2026Q1: 23,642 shares; 2026Q2: 24,183 shares 24,183 $8.76M 0.06% +541 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,110 shares; 2024Q4: 39,059 shares; 2025Q1: 39,988 shares; 2025Q2: 42,939 shares; 2025Q3: 46,302 shares; 2025Q4: 44,483 shares; 2026Q1: 51,657 shares; 2026Q2: 55,724 shares 55,724 $8.75M 0.06% +4,067 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,326 shares; 2024Q4: 108,165 shares; 2025Q1: 94,966 shares; 2025Q2: 98,037 shares; 2025Q3: 108,937 shares; 2025Q4: 99,129 shares; 2026Q1: 103,300 shares; 2026Q2: 106,188 shares 106,188 $8.74M 0.06% +2,888 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,962 shares; 2024Q4: 26,064 shares; 2025Q1: 22,480 shares; 2025Q2: 18,431 shares; 2025Q3: 11,802 shares; 2025Q4: 6,528 shares; 2026Q1: 23,872 shares; 2026Q2: 78,956 shares 78,956 $8.67M 0.06% +55,084 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,792 shares; 2024Q4: 73,201 shares; 2025Q1: 75,792 shares; 2025Q2: 68,127 shares; 2025Q3: 70,775 shares; 2025Q4: 45,470 shares; 2026Q1: 69,813 shares; 2026Q2: 85,909 shares 85,909 $8.65M 0.06% +16,096 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,382 shares; 2025Q4: not reported; 2026Q1: 195,741 shares; 2026Q2: 202,440 shares 202,440 $8.65M 0.06% +6,699 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,459 shares; 2024Q4: 45,446 shares; 2025Q1: 39,657 shares; 2025Q2: 39,354 shares; 2025Q3: 38,997 shares; 2025Q4: 28,027 shares; 2026Q1: 81,177 shares; 2026Q2: 82,912 shares 82,912 $8.61M 0.06% +1,735 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,138 shares 110,138 $8.59M 0.06% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,125 shares; 2024Q4: 36,221 shares; 2025Q1: 30,743 shares; 2025Q2: 27,389 shares; 2025Q3: 27,758 shares; 2025Q4: 21,436 shares; 2026Q1: 33,688 shares; 2026Q2: 40,934 shares 40,934 $8.56M 0.06% +7,246 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,211 shares; 2024Q4: 281,961 shares; 2025Q1: 258,905 shares; 2025Q2: 278,803 shares; 2025Q3: 265,318 shares; 2025Q4: 206,090 shares; 2026Q1: 282,132 shares; 2026Q2: 307,881 shares 307,881 $8.53M 0.06% +25,749 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,318 shares; 2024Q4: 304,752 shares; 2025Q1: 325,296 shares; 2025Q2: 336,583 shares; 2025Q3: 382,935 shares; 2025Q4: 376,796 shares; 2026Q1: 366,495 shares; 2026Q2: 331,427 shares 331,427 $8.5M 0.06% -35,068 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,952 shares; 2024Q4: 51,719 shares; 2025Q1: 58,521 shares; 2025Q2: 55,009 shares; 2025Q3: 60,037 shares; 2025Q4: 55,931 shares; 2026Q1: 61,514 shares; 2026Q2: 61,661 shares 61,661 $8.42M 0.06% +147 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,156 shares; 2024Q4: 88,576 shares; 2025Q1: 81,359 shares; 2025Q2: 71,014 shares; 2025Q3: 46,369 shares; 2025Q4: 103,629 shares; 2026Q1: 210,489 shares; 2026Q2: 185,503 shares 185,503 $8.41M 0.05% -24,986 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,178 shares; 2025Q1: 19,429 shares; 2025Q2: 27,455 shares; 2025Q3: 31,841 shares; 2025Q4: 26,232 shares; 2026Q1: 47,992 shares; 2026Q2: 49,348 shares 49,348 $8.38M 0.05% +1,356 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,626 shares; 2024Q4: 173,062 shares; 2025Q1: 145,126 shares; 2025Q2: 144,869 shares; 2025Q3: 142,608 shares; 2025Q4: 140,594 shares; 2026Q1: 115,425 shares; 2026Q2: 113,620 shares 113,620 $8.28M 0.05% -1,805 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,653 shares; 2024Q4: 7,820 shares; 2025Q1: 8,466 shares; 2025Q2: 10,001 shares; 2025Q3: 9,452 shares; 2025Q4: 7,773 shares; 2026Q1: 10,870 shares; 2026Q2: 11,575 shares 11,575 $8.26M 0.05% +705 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,466 shares; 2024Q4: 42,975 shares; 2025Q1: 40,128 shares; 2025Q2: 33,821 shares; 2025Q3: 36,252 shares; 2025Q4: 31,033 shares; 2026Q1: 39,643 shares; 2026Q2: 57,020 shares 57,020 $8.25M 0.05% +17,377 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 293,807 shares 293,807 $8.24M 0.05% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,635 shares; 2024Q4: 36,777 shares; 2025Q1: 47,896 shares; 2025Q2: 42,087 shares; 2025Q3: 40,404 shares; 2025Q4: 41,928 shares; 2026Q1: 55,899 shares; 2026Q2: 85,430 shares 85,430 $8.23M 0.05% +29,531 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,817 shares; 2025Q4: not reported; 2026Q1: 8,697 shares; 2026Q2: 201,938 shares 201,938 $8.2M 0.05% +193,241 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,359 shares; 2024Q4: 115,266 shares; 2025Q1: 110,070 shares; 2025Q2: 107,573 shares; 2025Q3: 105,015 shares; 2025Q4: 102,567 shares; 2026Q1: 101,720 shares; 2026Q2: 102,274 shares 102,274 $8.19M 0.05% +554 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,692 shares; 2024Q4: 31,736 shares; 2025Q1: 31,168 shares; 2025Q2: 33,814 shares; 2025Q3: 35,357 shares; 2025Q4: 15,812 shares; 2026Q1: 37,764 shares; 2026Q2: 56,840 shares 56,840 $8.09M 0.05% +19,076 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,797 shares; 2024Q4: 19,209 shares; 2025Q1: 17,890 shares; 2025Q2: 22,087 shares; 2025Q3: 53,362 shares; 2025Q4: 49,821 shares; 2026Q1: 47,829 shares; 2026Q2: 134,169 shares 134,169 $8.09M 0.05% +86,340 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,814 shares; 2024Q4: 17,186 shares; 2025Q1: 16,683 shares; 2025Q2: 17,814 shares; 2025Q3: 196,189 shares; 2025Q4: 11,096 shares; 2026Q1: 203,549 shares; 2026Q2: 113,259 shares 113,259 $8.07M 0.05% -90,290 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,916 shares; 2024Q4: 9,465 shares; 2025Q1: 8,514 shares; 2025Q2: 11,051 shares; 2025Q3: 12,355 shares; 2025Q4: 11,297 shares; 2026Q1: 19,743 shares; 2026Q2: 23,589 shares 23,589 $8.04M 0.05% +3,846 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,221 shares; 2024Q4: 640,590 shares; 2025Q1: 203,040 shares; 2025Q2: 206,046 shares; 2025Q3: 188,801 shares; 2025Q4: 188,624 shares; 2026Q1: 190,437 shares; 2026Q2: 191,679 shares 191,679 $7.95M 0.05% +1,242 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,173 shares; 2024Q4: 122,692 shares; 2025Q1: 116,531 shares; 2025Q2: 113,394 shares; 2025Q3: 109,946 shares; 2025Q4: 107,464 shares; 2026Q1: 110,100 shares; 2026Q2: 106,834 shares 106,834 $7.95M 0.05% -3,266 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,553 shares; 2024Q4: 13,451 shares; 2025Q1: not reported; 2025Q2: 10,084 shares; 2025Q3: 22,986 shares; 2025Q4: 20,766 shares; 2026Q1: 83,425 shares; 2026Q2: 46,563 shares 46,563 $7.92M 0.05% -36,862 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,127 shares; 2024Q4: 142,818 shares; 2025Q1: 199,924 shares; 2025Q2: 199,201 shares; 2025Q3: 211,587 shares; 2025Q4: 226,917 shares; 2026Q1: 273,296 shares; 2026Q2: 310,809 shares 310,809 $7.91M 0.05% +37,513 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,728 shares; 2024Q4: 240,953 shares; 2025Q1: 202,507 shares; 2025Q2: 214,379 shares; 2025Q3: 224,030 shares; 2025Q4: 269,125 shares; 2026Q1: 227,232 shares; 2026Q2: 241,536 shares 241,536 $7.9M 0.05% +14,304 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,258 shares; 2024Q4: 67,290 shares; 2025Q1: 68,200 shares; 2025Q2: 65,391 shares; 2025Q3: 67,195 shares; 2025Q4: 40,678 shares; 2026Q1: 70,300 shares; 2026Q2: 81,113 shares 81,113 $7.81M 0.05% +10,813 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,415 shares; 2024Q4: 7,153 shares; 2025Q1: 8,964 shares; 2025Q2: 15,756 shares; 2025Q3: 16,240 shares; 2025Q4: 12,422 shares; 2026Q1: 17,406 shares; 2026Q2: 18,027 shares 18,027 $7.78M 0.05% +621 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; 2024Q3: 53,314 shares; 2024Q4: 54,794 shares; 2025Q1: 48,183 shares; 2025Q2: 49,715 shares; 2025Q3: 95,508 shares; 2025Q4: 39,633 shares; 2026Q1: 43,765 shares; 2026Q2: 65,770 shares 65,770 $7.7M 0.05% +22,005 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,439 shares; 2024Q4: 316,693 shares; 2025Q1: 301,888 shares; 2025Q2: 308,863 shares; 2025Q3: 410,229 shares; 2025Q4: 219,197 shares; 2026Q1: 67,499 shares; 2026Q2: 283,559 shares 283,559 $7.7M 0.05% +216,060 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,043 shares; 2024Q4: 9,985 shares; 2025Q1: 9,897 shares; 2025Q2: 12,000 shares; 2025Q3: 10,240 shares; 2025Q4: 7,089 shares; 2026Q1: 28,178 shares; 2026Q2: 27,864 shares 27,864 $7.68M 0.05% -314 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,779 shares; 2024Q4: 2,678 shares; 2025Q1: 7,177 shares; 2025Q2: 9,401 shares; 2025Q3: 5,160 shares; 2025Q4: 3,161 shares; 2026Q1: 9,125 shares; 2026Q2: 7,959 shares 7,959 $7.68M 0.05% -1,166 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,476 shares; 2024Q4: 337,650 shares; 2025Q1: 270,895 shares; 2025Q2: 274,722 shares; 2025Q3: 309,908 shares; 2025Q4: 418,615 shares; 2026Q1: 378,380 shares; 2026Q2: 403,047 shares 403,047 $7.67M 0.05% +24,667 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,904 shares; 2024Q4: 16,089 shares; 2025Q1: 15,157 shares; 2025Q2: 19,515 shares; 2025Q3: 28,996 shares; 2025Q4: 36,445 shares; 2026Q1: 27,812 shares; 2026Q2: 31,448 shares 31,448 $7.62M 0.05% +3,636 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,501 shares; 2024Q4: 139,853 shares; 2025Q1: 146,601 shares; 2025Q2: 153,232 shares; 2025Q3: 154,508 shares; 2025Q4: 160,079 shares; 2026Q1: 173,832 shares; 2026Q2: 170,962 shares 170,962 $7.48M 0.05% -2,870 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,249 shares; 2025Q4: not reported; 2026Q1: 16,519 shares; 2026Q2: 97,452 shares 97,452 $7.45M 0.05% +80,933 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,842 shares; 2024Q4: 76,824 shares; 2025Q1: 80,322 shares; 2025Q2: 85,777 shares; 2025Q3: 78,723 shares; 2025Q4: 58,609 shares; 2026Q1: 59,599 shares; 2026Q2: 69,125 shares 69,125 $7.41M 0.05% +9,526 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,756 shares; 2024Q4: 5,714 shares; 2025Q1: 5,532 shares; 2025Q2: 5,402 shares; 2025Q3: 4,554 shares; 2025Q4: not reported; 2026Q1: 4,822 shares; 2026Q2: 79,230 shares 79,230 $7.39M 0.05% +74,408 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,996 shares; 2025Q3: 56,461 shares; 2025Q4: 108,401 shares; 2026Q1: 159,232 shares; 2026Q2: 191,515 shares 191,515 $7.35M 0.05% +32,283 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,022 shares; 2024Q4: 122,907 shares; 2025Q1: 176,718 shares; 2025Q2: 216,784 shares; 2025Q3: 235,334 shares; 2025Q4: 216,042 shares; 2026Q1: 270,053 shares; 2026Q2: 289,705 shares 289,705 $7.32M 0.05% +19,652 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,972 shares; 2024Q4: 234,140 shares; 2025Q1: 234,738 shares; 2025Q2: 234,160 shares; 2025Q3: 234,256 shares; 2025Q4: 227,541 shares; 2026Q1: 233,691 shares; 2026Q2: 223,763 shares 223,763 $7.26M 0.05% -9,928 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,158 shares; 2024Q4: 166,158 shares; 2025Q1: 166,158 shares; 2025Q2: 166,158 shares; 2025Q3: 166,158 shares; 2025Q4: 166,158 shares; 2026Q1: 166,158 shares; 2026Q2: 166,158 shares 166,158 $7.23M 0.05% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 2,444 shares; 2025Q1: 2,985 shares; 2025Q2: 3,758 shares; 2025Q3: 3,051 shares; 2025Q4: 638 shares; 2026Q1: 6,419 shares; 2026Q2: 14,710 shares 14,710 $7.23M 0.05% +8,291 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,102 shares; 2024Q4: 83,720 shares; 2025Q1: 73,914 shares; 2025Q2: 65,145 shares; 2025Q3: 69,214 shares; 2025Q4: 50,449 shares; 2026Q1: 66,106 shares; 2026Q2: 74,680 shares 74,680 $7.2M 0.05% +8,574 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,968 shares; 2024Q4: 25,044 shares; 2025Q1: 21,061 shares; 2025Q2: 17,775 shares; 2025Q3: 21,084 shares; 2025Q4: 20,126 shares; 2026Q1: 12,152 shares; 2026Q2: 62,657 shares 62,657 $7.2M 0.05% +50,505 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,092 shares; 2024Q4: 229,453 shares; 2025Q1: 240,546 shares; 2025Q2: 252,635 shares; 2025Q3: 252,767 shares; 2025Q4: 141,388 shares; 2026Q1: 258,450 shares; 2026Q2: 297,944 shares 297,944 $7.19M 0.05% +39,494 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,590 shares; 2024Q4: 30,704 shares; 2025Q1: 31,291 shares; 2025Q2: 30,012 shares; 2025Q3: 28,956 shares; 2025Q4: 1,169 shares; 2026Q1: 29,186 shares; 2026Q2: 28,991 shares 28,991 $7.19M 0.05% -195 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,856 shares; 2025Q4: not reported; 2026Q1: 48,095 shares; 2026Q2: 55,697 shares 55,697 $7.19M 0.05% +7,602 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,156 shares; 2025Q3: 97,553 shares; 2025Q4: 26,651 shares; 2026Q1: 132,807 shares; 2026Q2: 142,007 shares 142,007 $7.17M 0.05% +9,200 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,671 shares; 2024Q4: 33,344 shares; 2025Q1: 51,740 shares; 2025Q2: 48,638 shares; 2025Q3: 54,236 shares; 2025Q4: 27,744 shares; 2026Q1: 62,990 shares; 2026Q2: 60,802 shares 60,802 $7.15M 0.05% -2,188 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,288 shares; 2024Q4: 8,132 shares; 2025Q1: 8,197 shares; 2025Q2: 8,501 shares; 2025Q3: 9,436 shares; 2025Q4: 6,114 shares; 2026Q1: 12,274 shares; 2026Q2: 13,674 shares 13,674 $7.1M 0.05% +1,400 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,358 shares; 2025Q2: 71,020 shares; 2025Q3: 69,201 shares; 2025Q4: not reported; 2026Q1: 66,977 shares; 2026Q2: 65,533 shares 65,533 $7.03M 0.05% -1,444 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,488 shares; 2024Q4: 16,205 shares; 2025Q1: 17,635 shares; 2025Q2: 16,782 shares; 2025Q3: 17,431 shares; 2025Q4: 13,174 shares; 2026Q1: 21,372 shares; 2026Q2: 25,853 shares 25,853 $7.03M 0.05% +4,481 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,046 shares; 2024Q4: 61,880 shares; 2025Q1: 104,513 shares; 2025Q2: 86,591 shares; 2025Q3: 102,975 shares; 2025Q4: 106,563 shares; 2026Q1: 121,431 shares; 2026Q2: 133,073 shares 133,073 $7M 0.05% +11,642 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,613 shares; 2024Q4: 367,958 shares; 2025Q1: 369,241 shares; 2025Q2: 374,342 shares; 2025Q3: 161,638 shares; 2025Q4: 68,804 shares; 2026Q1: 173,489 shares; 2026Q2: 174,012 shares 174,012 $7M 0.05% +523 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,670 shares; 2024Q4: 29,523 shares; 2025Q1: 33,927 shares; 2025Q2: 43,937 shares; 2025Q3: 78,786 shares; 2025Q4: 114,249 shares; 2026Q1: 147,841 shares; 2026Q2: 149,015 shares 149,015 $6.98M 0.05% +1,174 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,525 shares; 2024Q4: 70,813 shares; 2025Q1: 292,168 shares; 2025Q2: 316,269 shares; 2025Q3: 322,063 shares; 2025Q4: 326,572 shares; 2026Q1: 318,533 shares; 2026Q2: 307,033 shares 307,033 $6.95M 0.05% -11,500 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,675 shares; 2024Q4: 7,930 shares; 2025Q1: 12,575 shares; 2025Q2: 10,009 shares; 2025Q3: 11,272 shares; 2025Q4: 8,130 shares; 2026Q1: 17,724 shares; 2026Q2: 27,869 shares 27,869 $6.92M 0.05% +10,145 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,243 shares 56,243 $6.92M 0.05% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,695 shares; 2024Q4: 8,832 shares; 2025Q1: 9,553 shares; 2025Q2: 9,035 shares; 2025Q3: 8,789 shares; 2025Q4: 5,168 shares; 2026Q1: 10,984 shares; 2026Q2: 10,799 shares 10,799 $6.85M 0.04% -185 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,562 shares; 2025Q2: 141,266 shares; 2025Q3: 154,647 shares; 2025Q4: not reported; 2026Q1: 184,177 shares; 2026Q2: 163,627 shares 163,627 $6.85M 0.04% -20,550 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,395 shares; 2024Q4: 3,011 shares; 2025Q1: 5,137 shares; 2025Q2: 7,331 shares; 2025Q3: 31,025 shares; 2025Q4: 17,224 shares; 2026Q1: 66,751 shares; 2026Q2: 67,896 shares 67,896 $6.84M 0.04% +1,145 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,750 shares; 2024Q4: 274,248 shares; 2025Q1: 300,658 shares; 2025Q2: 301,287 shares; 2025Q3: 288,353 shares; 2025Q4: 139,035 shares; 2026Q1: 318,379 shares; 2026Q2: 328,253 shares 328,253 $6.79M 0.04% +9,874 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,550 shares; 2026Q2: 213,545 shares 213,545 $6.79M 0.04% +76,995 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,657 shares; 2024Q4: 283,408 shares; 2025Q1: 288,063 shares; 2025Q2: 298,223 shares; 2025Q3: 208,016 shares; 2025Q4: 165,951 shares; 2026Q1: 144,325 shares; 2026Q2: 134,177 shares 134,177 $6.78M 0.04% -10,148 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262,430 shares; 2025Q2: 276,250 shares; 2025Q3: 395,362 shares; 2025Q4: 419,751 shares; 2026Q1: 349,575 shares; 2026Q2: 353,081 shares 353,081 $6.74M 0.04% +3,506 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,103 shares; 2024Q4: 116,285 shares; 2025Q1: 139,008 shares; 2025Q2: 138,649 shares; 2025Q3: 137,467 shares; 2025Q4: 94,789 shares; 2026Q1: 112,614 shares; 2026Q2: 143,525 shares 143,525 $6.73M 0.04% +30,911 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,481 shares; 2024Q4: 9,564 shares; 2025Q1: 10,245 shares; 2025Q2: 14,502 shares; 2025Q3: 15,562 shares; 2025Q4: 13,453 shares; 2026Q1: 19,737 shares; 2026Q2: 18,894 shares 18,894 $6.69M 0.04% -843 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,846 shares; 2024Q4: 217,901 shares; 2025Q1: 235,957 shares; 2025Q2: 231,142 shares; 2025Q3: 150,253 shares; 2025Q4: 138,893 shares; 2026Q1: 107,713 shares; 2026Q2: 138,564 shares 138,564 $6.68M 0.04% +30,851 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,872 shares; 2025Q4: 27,414 shares; 2026Q1: 21,428 shares; 2026Q2: 17,532 shares 17,532 $6.64M 0.04% -3,896 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,809 shares; 2024Q4: 88,713 shares; 2025Q1: 88,698 shares; 2025Q2: 90,428 shares; 2025Q3: 93,235 shares; 2025Q4: 83,755 shares; 2026Q1: 90,093 shares; 2026Q2: 90,608 shares 90,608 $6.61M 0.04% +515 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,530 shares; 2024Q4: 144,614 shares; 2025Q1: 149,633 shares; 2025Q2: 830,451 shares; 2025Q3: 598,174 shares; 2025Q4: 65,639 shares; 2026Q1: 429,820 shares; 2026Q2: 435,481 shares 435,481 $6.58M 0.04% +5,661 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,969 shares; 2026Q2: 88,656 shares 88,656 $6.53M 0.04% +5,687 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,845 shares; 2024Q4: 87,557 shares; 2025Q1: 96,000 shares; 2025Q2: 95,391 shares; 2025Q3: 97,126 shares; 2025Q4: 94,047 shares; 2026Q1: 96,328 shares; 2026Q2: 85,264 shares 85,264 $6.51M 0.04% -11,064 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,303 shares; 2024Q4: 121,004 shares; 2025Q1: 142,200 shares; 2025Q2: 149,486 shares; 2025Q3: 154,693 shares; 2025Q4: 155,329 shares; 2026Q1: 180,343 shares; 2026Q2: 194,095 shares 194,095 $6.49M 0.04% +13,752 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,369 shares; 2024Q4: 42,738 shares; 2025Q1: 43,580 shares; 2025Q2: 42,586 shares; 2025Q3: 40,413 shares; 2025Q4: 31,162 shares; 2026Q1: 48,442 shares; 2026Q2: 45,120 shares 45,120 $6.4M 0.04% -3,322 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,582 shares; 2024Q4: 182,304 shares; 2025Q1: 186,210 shares; 2025Q2: 204,510 shares; 2025Q3: 205,067 shares; 2025Q4: 107,465 shares; 2026Q1: 208,481 shares; 2026Q2: 220,987 shares 220,987 $6.4M 0.04% +12,506 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,401 shares 37,401 $6.39M 0.04% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,043 shares; 2024Q4: 12,023 shares; 2025Q1: 11,310 shares; 2025Q2: 12,527 shares; 2025Q3: 12,710 shares; 2025Q4: 8,447 shares; 2026Q1: 10,969 shares; 2026Q2: 72,332 shares 72,332 $6.36M 0.04% +61,363 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,624 shares; 2024Q4: 40,646 shares; 2025Q1: 47,780 shares; 2025Q2: 47,994 shares; 2025Q3: 49,162 shares; 2025Q4: 42,443 shares; 2026Q1: 48,036 shares; 2026Q2: 48,166 shares 48,166 $6.34M 0.04% +130 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,318 shares; 2024Q4: 82,984 shares; 2025Q1: 40,437 shares; 2025Q2: 39,753 shares; 2025Q3: 39,454 shares; 2025Q4: 29,787 shares; 2026Q1: 23,562 shares; 2026Q2: 18,933 shares 18,933 $6.34M 0.04% -4,629 Timeline JANB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240,225 shares; 2026Q2: 232,025 shares 232,025 $6.32M 0.04% -8,200 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,048 shares; 2024Q4: 50,974 shares; 2025Q1: 51,477 shares; 2025Q2: 63,575 shares; 2025Q3: 77,072 shares; 2025Q4: 36,398 shares; 2026Q1: 94,481 shares; 2026Q2: 100,424 shares 100,424 $6.32M 0.04% +5,943 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,052 shares; 2024Q4: 22,907 shares; 2025Q1: 22,424 shares; 2025Q2: 20,925 shares; 2025Q3: 26,425 shares; 2025Q4: 32,176 shares; 2026Q1: 34,443 shares; 2026Q2: 81,985 shares 81,985 $6.29M 0.04% +47,542 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,159 shares; 2024Q4: 27,326 shares; 2025Q1: 15,109 shares; 2025Q2: 27,814 shares; 2025Q3: 15,839 shares; 2025Q4: 8,308 shares; 2026Q1: 37,841 shares; 2026Q2: 68,582 shares 68,582 $6.21M 0.04% +30,741 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,353 shares; 2024Q4: 48,516 shares; 2025Q1: 61,170 shares; 2025Q2: 70,078 shares; 2025Q3: 93,293 shares; 2025Q4: 58,188 shares; 2026Q1: 97,467 shares; 2026Q2: 85,963 shares 85,963 $6.2M 0.04% -11,504 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,094 shares; 2024Q4: 81,884 shares; 2025Q1: 79,236 shares; 2025Q2: 75,831 shares; 2025Q3: 72,985 shares; 2025Q4: 67,073 shares; 2026Q1: 69,770 shares; 2026Q2: 66,491 shares 66,491 $6.13M 0.04% -3,279 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,005 shares; 2024Q4: 13,739 shares; 2025Q1: 13,933 shares; 2025Q2: 24,790 shares; 2025Q3: 19,646 shares; 2025Q4: 16,695 shares; 2026Q1: 42,817 shares; 2026Q2: 39,843 shares 39,843 $6.12M 0.04% -2,974 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,078 shares; 2024Q4: 37,491 shares; 2025Q1: 39,742 shares; 2025Q2: 42,159 shares; 2025Q3: 45,278 shares; 2025Q4: 28,591 shares; 2026Q1: 46,835 shares; 2026Q2: 53,470 shares 53,470 $6.11M 0.04% +6,635 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,892 shares; 2024Q4: 11,511 shares; 2025Q1: 12,398 shares; 2025Q2: 20,465 shares; 2025Q3: 24,515 shares; 2025Q4: 16,043 shares; 2026Q1: 27,619 shares; 2026Q2: 65,440 shares 65,440 $6.04M 0.04% +37,821 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,845 shares; 2024Q4: 61,800 shares; 2025Q1: 56,866 shares; 2025Q2: 50,809 shares; 2025Q3: 49,404 shares; 2025Q4: 15,013 shares; 2026Q1: 179,158 shares; 2026Q2: 197,799 shares 197,799 $6.03M 0.04% +18,641 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,253 shares; 2024Q4: 30,153 shares; 2025Q1: 30,715 shares; 2025Q2: 30,738 shares; 2025Q3: 32,645 shares; 2025Q4: 13,224 shares; 2026Q1: 32,457 shares; 2026Q2: 47,241 shares 47,241 $5.98M 0.04% +14,784 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,725 shares; 2024Q4: 111,719 shares; 2025Q1: 267,288 shares; 2025Q2: 280,680 shares; 2025Q3: 126,924 shares; 2025Q4: 76,366 shares; 2026Q1: 90,518 shares; 2026Q2: 118,025 shares 118,025 $5.96M 0.04% +27,507 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,171 shares; 2024Q4: 42,155 shares; 2025Q1: 42,381 shares; 2025Q2: 42,242 shares; 2025Q3: 41,228 shares; 2025Q4: 16,685 shares; 2026Q1: 42,849 shares; 2026Q2: 53,956 shares 53,956 $5.95M 0.04% +11,107 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,977 shares; 2024Q4: 8,403 shares; 2025Q1: 7,687 shares; 2025Q2: 9,415 shares; 2025Q3: 11,333 shares; 2025Q4: 8,018 shares; 2026Q1: 20,212 shares; 2026Q2: 19,005 shares 19,005 $5.95M 0.04% -1,207 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,710 shares; 2025Q1: 9,783 shares; 2025Q2: 14,645 shares; 2025Q3: 13,103 shares; 2025Q4: 373 shares; 2026Q1: 11,339 shares; 2026Q2: 11,257 shares 11,257 $5.93M 0.04% -82 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,637 shares; 2025Q3: 112,223 shares; 2025Q4: 114,484 shares; 2026Q1: 113,716 shares; 2026Q2: 116,093 shares 116,093 $5.88M 0.04% +2,377 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,168 shares; 2024Q4: 83,298 shares; 2025Q1: 105,305 shares; 2025Q2: 114,742 shares; 2025Q3: 124,573 shares; 2025Q4: 133,576 shares; 2026Q1: 122,000 shares; 2026Q2: 117,560 shares 117,560 $5.88M 0.04% -4,440 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,944 shares; 2024Q4: 152,407 shares; 2025Q1: 157,227 shares; 2025Q2: 149,527 shares; 2025Q3: 169,396 shares; 2025Q4: not reported; 2026Q1: 211,798 shares; 2026Q2: 233,990 shares 233,990 $5.87M 0.04% +22,192 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,969 shares; 2024Q4: 40,442 shares; 2025Q1: 41,956 shares; 2025Q2: 31,504 shares; 2025Q3: 32,717 shares; 2025Q4: 50,543 shares; 2026Q1: 52,550 shares; 2026Q2: 55,107 shares 55,107 $5.8M 0.04% +2,557 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,920 shares; 2024Q4: 32,828 shares; 2025Q1: 27,165 shares; 2025Q2: 27,000 shares; 2025Q3: 29,922 shares; 2025Q4: 16,527 shares; 2026Q1: 30,364 shares; 2026Q2: 29,324 shares 29,324 $5.79M 0.04% -1,040 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,713 shares; 2024Q4: 54,318 shares; 2025Q1: 56,490 shares; 2025Q2: 59,788 shares; 2025Q3: 66,247 shares; 2025Q4: 50,459 shares; 2026Q1: 129,212 shares; 2026Q2: 118,984 shares 118,984 $5.79M 0.04% -10,228 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,741 shares; 2025Q4: 47,736 shares; 2026Q1: 49,509 shares; 2026Q2: 45,218 shares 45,218 $5.76M 0.04% -4,291 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,357 shares; 2025Q1: 64,570 shares; 2025Q2: 36,131 shares; 2025Q3: 102,504 shares; 2025Q4: 2,315 shares; 2026Q1: 63,957 shares; 2026Q2: 63,331 shares 63,331 $5.73M 0.04% -626 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,126 shares; 2024Q4: 22,101 shares; 2025Q1: 21,725 shares; 2025Q2: 21,614 shares; 2025Q3: 22,171 shares; 2025Q4: 17,188 shares; 2026Q1: 24,817 shares; 2026Q2: 23,524 shares 23,524 $5.72M 0.04% -1,293 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,251 shares; 2026Q2: 146,701 shares 146,701 $5.66M 0.04% +112,450 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,807 shares; 2024Q4: 48,679 shares; 2025Q1: 51,078 shares; 2025Q2: 51,107 shares; 2025Q3: 48,371 shares; 2025Q4: 24,401 shares; 2026Q1: 53,844 shares; 2026Q2: 54,854 shares 54,854 $5.61M 0.04% +1,010 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,806 shares; 2024Q4: 36,832 shares; 2025Q1: 31,434 shares; 2025Q2: 17,129 shares; 2025Q3: 25,372 shares; 2025Q4: 21,983 shares; 2026Q1: 43,437 shares; 2026Q2: 47,717 shares 47,717 $5.6M 0.04% +4,280 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,821 shares; 2024Q4: 5,530 shares; 2025Q1: 5,494 shares; 2025Q2: 7,323 shares; 2025Q3: 6,987 shares; 2025Q4: 5,851 shares; 2026Q1: 10,216 shares; 2026Q2: 14,038 shares 14,038 $5.58M 0.04% +3,822 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,012 shares; 2024Q4: 6,010 shares; 2025Q1: 8,114 shares; 2025Q2: 8,259 shares; 2025Q3: 8,485 shares; 2025Q4: 6,712 shares; 2026Q1: 10,182 shares; 2026Q2: 11,271 shares 11,271 $5.58M 0.04% +1,089 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,463 shares; 2024Q4: 66,427 shares; 2025Q1: 66,272 shares; 2025Q2: 67,834 shares; 2025Q3: 71,081 shares; 2025Q4: 44,125 shares; 2026Q1: 75,873 shares; 2026Q2: 63,364 shares 63,364 $5.56M 0.04% -12,509 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,140 shares; 2024Q4: 61,925 shares; 2025Q1: 64,618 shares; 2025Q2: 61,460 shares; 2025Q3: 59,281 shares; 2025Q4: 57,010 shares; 2026Q1: 53,993 shares; 2026Q2: 92,253 shares 92,253 $5.55M 0.04% +38,260 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,995 shares; 2024Q4: 8,440 shares; 2025Q1: 10,465 shares; 2025Q2: 10,060 shares; 2025Q3: 13,713 shares; 2025Q4: 6,546 shares; 2026Q1: 12,451 shares; 2026Q2: 15,646 shares 15,646 $5.55M 0.04% +3,195 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 1,101 shares; 2025Q1: 1,608 shares; 2025Q2: 843 shares; 2025Q3: 561 shares; 2025Q4: 718 shares; 2026Q1: 1,662 shares; 2026Q2: 18,379 shares 18,379 $5.55M 0.04% +16,717 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,931 shares; 2024Q4: 10,165 shares; 2025Q1: 19,320 shares; 2025Q2: 15,862 shares; 2025Q3: 9,729 shares; 2025Q4: 14,266 shares; 2026Q1: 16,371 shares; 2026Q2: 18,540 shares 18,540 $5.52M 0.04% +2,169 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,966 shares; 2024Q4: 45,199 shares; 2025Q1: 43,700 shares; 2025Q2: 43,930 shares; 2025Q3: 43,883 shares; 2025Q4: 42,861 shares; 2026Q1: 41,728 shares; 2026Q2: 41,383 shares 41,383 $5.49M 0.04% -345 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,240 shares; 2024Q4: 12,609 shares; 2025Q1: 13,059 shares; 2025Q2: 18,195 shares; 2025Q3: 17,946 shares; 2025Q4: 5,180 shares; 2026Q1: 37,346 shares; 2026Q2: 58,682 shares 58,682 $5.48M 0.04% +21,336 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 3,668 shares; 2025Q1: 4,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,332 shares; 2026Q1: 11,464 shares; 2026Q2: 11,306 shares 11,306 $5.47M 0.04% -158 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,501 shares; 2024Q4: 16,804 shares; 2025Q1: 26,256 shares; 2025Q2: 30,469 shares; 2025Q3: 32,694 shares; 2025Q4: 33,306 shares; 2026Q1: 56,197 shares; 2026Q2: 58,415 shares 58,415 $5.46M 0.04% +2,218 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,525 shares; 2024Q4: 23,486 shares; 2025Q1: 21,650 shares; 2025Q2: 22,286 shares; 2025Q3: 22,234 shares; 2025Q4: 6,925 shares; 2026Q1: 22,725 shares; 2026Q2: 35,846 shares 35,846 $5.46M 0.04% +13,121 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,276 shares; 2024Q4: 7,159 shares; 2025Q1: 7,355 shares; 2025Q2: 15,654 shares; 2025Q3: 17,272 shares; 2025Q4: 11,467 shares; 2026Q1: 21,567 shares; 2026Q2: 22,140 shares 22,140 $5.45M 0.04% +573 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84,539 shares; 2025Q1: 82,756 shares; 2025Q2: 64,894 shares; 2025Q3: 50,774 shares; 2025Q4: not reported; 2026Q1: 55,413 shares; 2026Q2: 159,221 shares 159,221 $5.44M 0.04% +103,808 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,169 shares; 2024Q4: 23,416 shares; 2025Q1: 16,722 shares; 2025Q2: 18,338 shares; 2025Q3: 22,368 shares; 2025Q4: 22,268 shares; 2026Q1: 25,903 shares; 2026Q2: 27,728 shares 27,728 $5.43M 0.04% +1,825 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,971 shares; 2024Q4: 4,249 shares; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,081 shares; 2025Q4: not reported; 2026Q1: 25,210 shares; 2026Q2: 35,284 shares 35,284 $5.42M 0.04% +10,074 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,035 shares; 2025Q1: 34,380 shares; 2025Q2: 49,486 shares; 2025Q3: 60,533 shares; 2025Q4: 67,661 shares; 2026Q1: 99,565 shares; 2026Q2: 118,215 shares 118,215 $5.41M 0.04% +18,650 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,492 shares; 2025Q3: 131,921 shares; 2025Q4: 118,698 shares; 2026Q1: 134,122 shares; 2026Q2: 147,024 shares 147,024 $5.4M 0.04% +12,902 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,418 shares; 2024Q4: 105,140 shares; 2025Q1: 39,901 shares; 2025Q2: 36,035 shares; 2025Q3: 34,985 shares; 2025Q4: 26,684 shares; 2026Q1: 74,453 shares; 2026Q2: 61,871 shares 61,871 $5.35M 0.03% -12,582 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,028 shares; 2024Q4: 116,463 shares; 2025Q1: 48,064 shares; 2025Q2: 48,959 shares; 2025Q3: 46,939 shares; 2025Q4: 31,231 shares; 2026Q1: 56,115 shares; 2026Q2: 58,805 shares 58,805 $5.34M 0.03% +2,690 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,045 shares; 2024Q4: 42,351 shares; 2025Q1: 40,802 shares; 2025Q2: 32,311 shares; 2025Q3: 35,915 shares; 2025Q4: 12,777 shares; 2026Q1: 34,730 shares; 2026Q2: 32,874 shares 32,874 $5.32M 0.03% -1,856 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,987 shares; 2024Q4: 176,653 shares; 2025Q1: 204,352 shares; 2025Q2: 217,116 shares; 2025Q3: 249,228 shares; 2025Q4: 162,792 shares; 2026Q1: 303,300 shares; 2026Q2: 296,706 shares 296,706 $5.31M 0.03% -6,594 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,218 shares; 2026Q1: 87,614 shares; 2026Q2: 105,134 shares 105,134 $5.3M 0.03% +17,520 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,302 shares; 2024Q4: 256,254 shares; 2025Q1: 284,656 shares; 2025Q2: 290,189 shares; 2025Q3: 229,994 shares; 2025Q4: 235,517 shares; 2026Q1: 262,980 shares; 2026Q2: 267,601 shares 267,601 $5.25M 0.03% +4,621 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,195 shares; 2026Q2: 104,152 shares 104,152 $5.25M 0.03% +22,957 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,161 shares; 2025Q2: 46,353 shares; 2025Q3: 45,118 shares; 2025Q4: 45,162 shares; 2026Q1: 47,142 shares; 2026Q2: 46,696 shares 46,696 $5.24M 0.03% -446 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 5 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.24M 0.03% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,694 shares; 2025Q2: 28,097 shares; 2025Q3: 30,402 shares; 2025Q4: 28,951 shares; 2026Q1: 121,616 shares; 2026Q2: 170,990 shares 170,990 $5.23M 0.03% +49,374 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,057 shares; 2024Q4: 4,192 shares; 2025Q1: 5,323 shares; 2025Q2: 5,162 shares; 2025Q3: 4,910 shares; 2025Q4: 4,511 shares; 2026Q1: 6,903 shares; 2026Q2: 6,914 shares 6,914 $5.22M 0.03% +11 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,801 shares; 2024Q4: 12,595 shares; 2025Q1: 13,075 shares; 2025Q2: 11,184 shares; 2025Q3: 12,395 shares; 2025Q4: 6,376 shares; 2026Q1: 14,949 shares; 2026Q2: 17,491 shares 17,491 $5.21M 0.03% +2,542 Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 205,416 shares 205,416 $5.21M 0.03% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,153 shares; 2025Q4: not reported; 2026Q1: 214,067 shares; 2026Q2: 205,614 shares 205,614 $5.19M 0.03% -8,453 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,003 shares; 2024Q4: 46,404 shares; 2025Q1: 42,679 shares; 2025Q2: 45,007 shares; 2025Q3: 45,811 shares; 2025Q4: 40,473 shares; 2026Q1: 46,349 shares; 2026Q2: 42,048 shares 42,048 $5.17M 0.03% -4,301 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,254 shares; 2025Q3: 112,625 shares; 2025Q4: 122,535 shares; 2026Q1: 141,706 shares; 2026Q2: 141,552 shares 141,552 $5.17M 0.03% -154 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares; 2026Q1: 6,748 shares; 2026Q2: 8,339 shares 8,339 $5.14M 0.03% +1,591 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,753 shares; 2024Q4: 174,215 shares; 2025Q1: 192,237 shares; 2025Q2: 201,049 shares; 2025Q3: 201,455 shares; 2025Q4: 203,890 shares; 2026Q1: 207,105 shares; 2026Q2: 201,861 shares 201,861 $5.13M 0.03% -5,244 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,373 shares; 2024Q4: 43,104 shares; 2025Q1: 40,381 shares; 2025Q2: 37,140 shares; 2025Q3: 37,935 shares; 2025Q4: 23,244 shares; 2026Q1: 44,795 shares; 2026Q2: 46,287 shares 46,287 $5.12M 0.03% +1,492 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128,998 shares 128,998 $5.12M 0.03% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,871 shares; 2024Q4: 52,823 shares; 2025Q1: 61,662 shares; 2025Q2: 72,802 shares; 2025Q3: 74,490 shares; 2025Q4: 73,402 shares; 2026Q1: 75,590 shares; 2026Q2: 37,398 shares 37,398 $5.11M 0.03% -38,192 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,716 shares; 2024Q4: 2,984 shares; 2025Q1: 1,147 shares; 2025Q2: 2,230 shares; 2025Q3: 2,501 shares; 2025Q4: not reported; 2026Q1: 12,216 shares; 2026Q2: 12,674 shares 12,674 $5.1M 0.03% +458 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,895 shares; 2025Q1: 8,638 shares; 2025Q2: 27,869 shares; 2025Q3: 34,128 shares; 2025Q4: 26,995 shares; 2026Q1: 56,477 shares; 2026Q2: 76,883 shares 76,883 $5.1M 0.03% +20,406 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,447 shares; 2024Q4: 44,982 shares; 2025Q1: 42,433 shares; 2025Q2: 46,671 shares; 2025Q3: 48,028 shares; 2025Q4: 49,940 shares; 2026Q1: 53,054 shares; 2026Q2: 53,430 shares 53,430 $5.09M 0.03% +376 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,751 shares; 2025Q4: not reported; 2026Q1: 5,346 shares; 2026Q2: 5,923 shares 5,923 $5.08M 0.03% +577 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,486 shares; 2024Q4: 80,084 shares; 2025Q1: 118,295 shares; 2025Q2: 124,740 shares; 2025Q3: 149,539 shares; 2025Q4: 158,460 shares; 2026Q1: 151,849 shares; 2026Q2: 123,261 shares 123,261 $5.07M 0.03% -28,588 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,183 shares; 2024Q4: 54,847 shares; 2025Q1: 62,402 shares; 2025Q2: 60,502 shares; 2025Q3: 62,213 shares; 2025Q4: 46,775 shares; 2026Q1: 113,048 shares; 2026Q2: 108,426 shares 108,426 $5.04M 0.03% -4,622 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,167 shares; 2024Q4: 11,731 shares; 2025Q1: 10,713 shares; 2025Q2: 11,644 shares; 2025Q3: 7,355 shares; 2025Q4: 13,494 shares; 2026Q1: 84,748 shares; 2026Q2: 107,644 shares 107,644 $5.04M 0.03% +22,896 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,896 shares; 2024Q4: 28,938 shares; 2025Q1: 30,309 shares; 2025Q2: 37,503 shares; 2025Q3: 36,197 shares; 2025Q4: 33,753 shares; 2026Q1: 46,370 shares; 2026Q2: 48,211 shares 48,211 $5.01M 0.03% +1,841 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,731 shares; 2024Q4: 110,355 shares; 2025Q1: 91,437 shares; 2025Q2: 100,594 shares; 2025Q3: 113,851 shares; 2025Q4: 90,175 shares; 2026Q1: 98,024 shares; 2026Q2: 101,926 shares 101,926 $5M 0.03% +3,902 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,431 shares; 2024Q4: 12,021 shares; 2025Q1: 10,749 shares; 2025Q2: 29,085 shares; 2025Q3: 30,205 shares; 2025Q4: 15,142 shares; 2026Q1: 51,935 shares; 2026Q2: 94,238 shares 94,238 $5M 0.03% +42,303 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,083 shares; 2024Q4: 395,118 shares; 2025Q1: 399,728 shares; 2025Q2: 478,826 shares; 2025Q3: 447,597 shares; 2025Q4: 381,129 shares; 2026Q1: 413,477 shares; 2026Q2: 461,448 shares 461,448 $5M 0.03% +47,971 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,199 shares; 2024Q4: 19,952 shares; 2025Q1: 12,858 shares; 2025Q2: 27,273 shares; 2025Q3: 28,627 shares; 2025Q4: 38,124 shares; 2026Q1: 71,578 shares; 2026Q2: 67,145 shares 67,145 $5M 0.03% -4,433 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,528 shares 149,528 $5M 0.03% new Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,771 shares; 2025Q2: 188,771 shares; 2025Q3: 181,776 shares; 2025Q4: 182,228 shares; 2026Q1: 190,213 shares; 2026Q2: 198,313 shares 198,313 $4.97M 0.03% +8,100 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,617 shares; 2024Q4: 38,823 shares; 2025Q1: 34,903 shares; 2025Q2: 39,447 shares; 2025Q3: 45,708 shares; 2025Q4: 38,895 shares; 2026Q1: 45,057 shares; 2026Q2: 46,190 shares 46,190 $4.96M 0.03% +1,133 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,666 shares; 2024Q4: 42,271 shares; 2025Q1: 45,068 shares; 2025Q2: 46,842 shares; 2025Q3: 49,444 shares; 2025Q4: 54,443 shares; 2026Q1: 54,910 shares; 2026Q2: 48,103 shares 48,103 $4.96M 0.03% -6,807 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,030 shares; 2024Q4: 6,511 shares; 2025Q1: 5,410 shares; 2025Q2: 10,337 shares; 2025Q3: 10,420 shares; 2025Q4: 4,100 shares; 2026Q1: 10,556 shares; 2026Q2: 12,432 shares 12,432 $4.94M 0.03% +1,876 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,930 shares; 2025Q1: 1,824 shares; 2025Q2: not reported; 2025Q3: 1,818 shares; 2025Q4: not reported; 2026Q1: 24,701 shares; 2026Q2: 26,668 shares 26,668 $4.94M 0.03% +1,967 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,657 shares; 2024Q4: 36,987 shares; 2025Q1: 34,951 shares; 2025Q2: 40,370 shares; 2025Q3: 39,517 shares; 2025Q4: 15,302 shares; 2026Q1: 38,564 shares; 2026Q2: 54,074 shares 54,074 $4.91M 0.03% +15,510 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,172 shares; 2024Q4: 6,505 shares; 2025Q1: 6,721 shares; 2025Q2: 19,077 shares; 2025Q3: 19,582 shares; 2025Q4: 13,788 shares; 2026Q1: 23,185 shares; 2026Q2: 24,546 shares 24,546 $4.9M 0.03% +1,361 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,700 shares; 2024Q4: 344,109 shares; 2025Q1: 369,642 shares; 2025Q2: 328,572 shares; 2025Q3: 214,465 shares; 2025Q4: 225,807 shares; 2026Q1: 276,986 shares; 2026Q2: 249,137 shares 249,137 $4.86M 0.03% -27,849 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,833 shares; 2024Q4: 55,395 shares; 2025Q1: 56,615 shares; 2025Q2: 57,767 shares; 2025Q3: 59,688 shares; 2025Q4: 52,899 shares; 2026Q1: 59,744 shares; 2026Q2: 59,230 shares 59,230 $4.85M 0.03% -514 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,844 shares; 2024Q4: 50,969 shares; 2025Q1: 50,816 shares; 2025Q2: 51,376 shares; 2025Q3: 51,676 shares; 2025Q4: 7,514 shares; 2026Q1: 51,535 shares; 2026Q2: 52,313 shares 52,313 $4.85M 0.03% +778 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,081 shares; 2024Q4: 39,984 shares; 2025Q1: 65,314 shares; 2025Q2: 68,130 shares; 2025Q3: 74,396 shares; 2025Q4: 71,287 shares; 2026Q1: 81,989 shares; 2026Q2: 50,195 shares 50,195 $4.84M 0.03% -31,794 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,410 shares; 2025Q3: 43,348 shares; 2025Q4: 83,653 shares; 2026Q1: 111,835 shares; 2026Q2: 137,264 shares 137,264 $4.84M 0.03% +25,429 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,412 shares; 2025Q3: 14,490 shares; 2025Q4: 13,655 shares; 2026Q1: 85,447 shares; 2026Q2: 84,046 shares 84,046 $4.81M 0.03% -1,401 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,044 shares; 2025Q2: 61,502 shares; 2025Q3: 60,425 shares; 2025Q4: 58,082 shares; 2026Q1: 71,580 shares; 2026Q2: 72,015 shares 72,015 $4.8M 0.03% +435 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,608 shares; 2024Q4: 12,370 shares; 2025Q1: 12,069 shares; 2025Q2: 11,535 shares; 2025Q3: 11,037 shares; 2025Q4: 7,350 shares; 2026Q1: 24,049 shares; 2026Q2: 28,947 shares 28,947 $4.76M 0.03% +4,898 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,545 shares; 2024Q4: 9,379 shares; 2025Q1: 9,283 shares; 2025Q2: 11,062 shares; 2025Q3: 53,038 shares; 2025Q4: 43,670 shares; 2026Q1: 52,518 shares; 2026Q2: 48,978 shares 48,978 $4.75M 0.03% -3,540 Timeline