AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,704,442 shares; 2024Q4: 4,690,525 shares; 2025Q1: 4,641,306 shares; 2025Q2: 4,594,242 shares; 2025Q3: 4,585,290 shares; 2025Q4: 4,708,902 shares; 2026Q1: 4,792,927 shares; 2026Q2: 4,956,780 shares 4,956,780 $1.43B 2.78% +163,853 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: 1,684,682 shares; 2024Q4: 1,721,823 shares; 2025Q1: 1,553,407 shares; 2025Q2: 1,265,421 shares; 2025Q3: 1,198,993 shares; 2025Q4: 1,277,205 shares; 2026Q1: 1,412,900 shares; 2026Q2: 1,840,976 shares 1,840,976 $1.38B 2.67% +428,076 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: 4,337,621 shares; 2024Q4: 4,403,269 shares; 2025Q1: 4,338,240 shares; 2025Q2: 4,385,645 shares; 2025Q3: 4,500,474 shares; 2025Q4: 4,439,167 shares; 2026Q1: 4,477,669 shares; 2026Q2: 4,692,290 shares 4,692,290 $939M 1.82% +214,621 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: 2,650,219 shares; 2024Q4: 2,573,172 shares; 2025Q1: 2,583,831 shares; 2025Q2: 2,797,050 shares; 2025Q3: 2,378,503 shares; 2025Q4: 4,443,817 shares; 2026Q1: 4,727,854 shares; 2026Q2: 4,799,566 shares 4,799,566 $914M 1.77% +71,712 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: 2,080,604 shares; 2024Q4: 2,096,211 shares; 2025Q1: 2,088,126 shares; 2025Q2: 2,109,500 shares; 2025Q3: 2,113,804 shares; 2025Q4: 2,109,055 shares; 2026Q1: 2,238,486 shares; 2026Q2: 2,289,585 shares 2,289,585 $854M 1.65% +51,099 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: 1,751,279 shares; 2024Q4: 1,702,896 shares; 2025Q1: 1,670,718 shares; 2025Q2: 1,763,860 shares; 2025Q3: 1,707,758 shares; 2025Q4: 1,665,724 shares; 2026Q1: 1,774,688 shares; 2026Q2: 1,784,681 shares 1,784,681 $674M 1.31% +9,993 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: 2,556,515 shares; 2024Q4: 2,533,640 shares; 2025Q1: 2,536,411 shares; 2025Q2: 2,603,361 shares; 2025Q3: 2,636,276 shares; 2025Q4: 2,666,064 shares; 2026Q1: 2,749,966 shares; 2026Q2: 2,762,750 shares 2,762,750 $658M 1.27% +12,784 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: 1,839,604 shares; 2024Q4: 1,836,600 shares; 2025Q1: 1,835,443 shares; 2025Q2: 1,846,349 shares; 2025Q3: 1,842,397 shares; 2025Q4: 1,768,928 shares; 2026Q1: 1,779,495 shares; 2026Q2: 1,835,129 shares 1,835,129 $656M 1.27% +55,634 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: 805,554 shares; 2024Q4: 795,210 shares; 2025Q1: 838,553 shares; 2025Q2: 894,107 shares; 2025Q3: 912,369 shares; 2025Q4: 841,143 shares; 2026Q1: 850,685 shares; 2026Q2: 852,815 shares 852,815 $628M 1.22% +2,130 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: 1,793,267 shares; 2024Q4: 1,795,227 shares; 2025Q1: 1,734,927 shares; 2025Q2: 1,714,994 shares; 2025Q3: 1,702,375 shares; 2025Q4: 1,696,703 shares; 2026Q1: 1,778,198 shares; 2026Q2: 1,785,762 shares 1,785,762 $585M 1.13% +7,564 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: 564,898 shares; 2024Q4: 572,456 shares; 2025Q1: 574,128 shares; 2025Q2: 647,265 shares; 2025Q3: 645,174 shares; 2025Q4: 683,338 shares; 2026Q1: not reported; 2026Q2: 717,543 shares 717,543 $536M 1.04% new 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: 7,624,892 shares; 2024Q4: 9,641,304 shares; 2025Q1: 9,377,886 shares; 2025Q2: 7,367,505 shares; 2025Q3: 7,362,536 shares; 2025Q4: 9,174,890 shares; 2026Q1: 9,254,845 shares; 2026Q2: 9,549,563 shares 9,549,563 $512M 0.99% +294,718 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: 9,687,022 shares; 2024Q4: 8,513,173 shares; 2025Q1: 8,629,011 shares; 2025Q2: 8,284,516 shares; 2025Q3: 7,287,331 shares; 2025Q4: 7,094,873 shares; 2026Q1: 7,713,487 shares; 2026Q2: 10,566,952 shares 10,566,952 $488M 0.94% +2,853,465 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: 2,523,154 shares; 2024Q4: not reported; 2025Q1: 3,169,322 shares; 2025Q2: 3,120,488 shares; 2025Q3: 3,289,691 shares; 2025Q4: 3,382,109 shares; 2026Q1: not reported; 2026Q2: 3,594,171 shares 3,594,171 $484M 0.94% new 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: 1,197,655 shares; 2024Q4: 1,254,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334,645 shares; 2025Q4: 1,317,883 shares; 2026Q1: not reported; 2026Q2: 1,313,878 shares 1,313,878 $464M 0.9% new 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: 794,863 shares; 2024Q4: 797,704 shares; 2025Q1: 792,268 shares; 2025Q2: 775,136 shares; 2025Q3: 763,352 shares; 2025Q4: 778,101 shares; 2026Q1: not reported; 2026Q2: 3,115,856 shares 3,115,856 $387M 0.75% new 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: 3,174,250 shares; 2024Q4: 3,433,937 shares; 2025Q1: 3,452,734 shares; 2025Q2: 3,289,584 shares; 2025Q3: 2,575,061 shares; 2025Q4: 2,379,303 shares; 2026Q1: 2,361,183 shares; 2026Q2: 2,319,229 shares 2,319,229 $368M 0.71% -41,954 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: 282,040 shares; 2024Q4: 297,377 shares; 2025Q1: 292,904 shares; 2025Q2: 321,282 shares; 2025Q3: 309,267 shares; 2025Q4: 271,679 shares; 2026Q1: 285,246 shares; 2026Q2: 298,453 shares 298,453 $358M 0.69% +13,207 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: 1,171,972 shares; 2024Q4: 1,292,787 shares; 2025Q1: 1,343,140 shares; 2025Q2: 1,293,106 shares; 2025Q3: 1,321,032 shares; 2025Q4: 1,290,590 shares; 2026Q1: 1,366,010 shares; 2026Q2: 1,314,931 shares 1,314,931 $334M 0.65% -51,079 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: 2,776,609 shares; 2024Q4: 2,695,869 shares; 2025Q1: 2,531,090 shares; 2025Q2: 3,619,986 shares; 2025Q3: 3,448,433 shares; 2025Q4: 3,350,960 shares; 2026Q1: 3,711,386 shares; 2026Q2: 3,098,831 shares 3,098,831 $332M 0.64% -612,555 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: 2,364,194 shares; 2024Q4: 2,306,387 shares; 2025Q1: 2,377,360 shares; 2025Q2: 2,244,255 shares; 2025Q3: 2,151,752 shares; 2025Q4: 2,204,622 shares; 2026Q1: 2,416,574 shares; 2026Q2: 2,413,813 shares 2,413,813 $332M 0.64% -2,761 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,949,431 shares; 2024Q4: 4,351,359 shares; 2025Q1: 4,031,790 shares; 2025Q2: 4,193,154 shares; 2025Q3: 4,046,680 shares; 2025Q4: 4,038,583 shares; 2026Q1: 4,019,221 shares; 2026Q2: 3,867,900 shares 3,867,900 $324M 0.63% -151,321 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: 412,046 shares; 2024Q4: 412,799 shares; 2025Q1: 444,177 shares; 2025Q2: 458,527 shares; 2025Q3: 472,689 shares; 2025Q4: 532,903 shares; 2026Q1: 550,613 shares; 2026Q2: 561,995 shares 561,995 $317M 0.61% +11,382 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: 1,785,400 shares; 2024Q4: 1,804,471 shares; 2025Q1: 1,824,424 shares; 2025Q2: 1,837,197 shares; 2025Q3: 1,852,559 shares; 2025Q4: 1,913,439 shares; 2026Q1: 1,949,873 shares; 2026Q2: 1,958,777 shares 1,958,777 $310M 0.6% +8,904 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871,991 shares; 2024Q4: 895,387 shares; 2025Q1: 810,226 shares; 2025Q2: 782,491 shares; 2025Q3: 748,500 shares; 2025Q4: 757,842 shares; 2026Q1: not reported; 2026Q2: 4,111,786 shares 4,111,786 $309M 0.6% new 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: 931,310 shares; 2024Q4: 956,556 shares; 2025Q1: 927,724 shares; 2025Q2: 938,929 shares; 2025Q3: 960,158 shares; 2025Q4: 1,082,861 shares; 2026Q1: 1,207,278 shares; 2026Q2: 1,209,439 shares 1,209,439 $304M 0.59% +2,161 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: 260,764 shares; 2024Q4: 253,537 shares; 2025Q1: 255,575 shares; 2025Q2: 245,376 shares; 2025Q3: 242,597 shares; 2025Q4: 246,551 shares; 2026Q1: 289,401 shares; 2026Q2: 284,923 shares 284,923 $303M 0.59% -4,478 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: 3,578,121 shares; 2024Q4: 3,717,977 shares; 2025Q1: 3,774,434 shares; 2025Q2: 4,026,678 shares; 2025Q3: 4,708,787 shares; 2025Q4: 4,787,660 shares; 2026Q1: 4,219,236 shares; 2026Q2: 4,364,364 shares 4,364,364 $297M 0.57% +145,128 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: 826,848 shares; 2024Q4: 830,497 shares; 2025Q1: 815,103 shares; 2025Q2: 770,484 shares; 2025Q3: 789,297 shares; 2025Q4: 794,918 shares; 2026Q1: 827,943 shares; 2026Q2: 853,450 shares 853,450 $293M 0.57% +25,507 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: 318,161 shares; 2024Q4: 382,679 shares; 2025Q1: 385,093 shares; 2025Q2: 395,465 shares; 2025Q3: 395,016 shares; 2025Q4: 395,782 shares; 2026Q1: 386,585 shares; 2026Q2: 423,413 shares 423,413 $291M 0.56% +36,828 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: 242,984 shares; 2024Q4: 249,353 shares; 2025Q1: 250,036 shares; 2025Q2: 246,010 shares; 2025Q3: 269,737 shares; 2025Q4: 277,215 shares; 2026Q1: 280,153 shares; 2026Q2: 2,335,977 shares 2,335,977 $279M 0.54% +2,055,824 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: 498,955 shares; 2024Q4: 504,792 shares; 2025Q1: 485,341 shares; 2025Q2: 486,912 shares; 2025Q3: 501,040 shares; 2025Q4: 497,202 shares; 2026Q1: 528,679 shares; 2026Q2: 538,783 shares 538,783 $270M 0.52% +10,104 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: 2,374,208 shares; 2024Q4: 2,388,709 shares; 2025Q1: 2,332,398 shares; 2025Q2: 2,281,526 shares; 2025Q3: 2,323,142 shares; 2025Q4: 2,347,948 shares; 2026Q1: 2,416,580 shares; 2026Q2: 2,345,146 shares 2,345,146 $266M 0.51% -71,434 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: not reported; 2024Q4: 1,749,942 shares; 2025Q1: 1,615,754 shares; 2025Q2: 1,634,511 shares; 2025Q3: 1,610,070 shares; 2025Q4: 1,583,087 shares; 2026Q1: 1,803,853 shares; 2026Q2: 2,060,897 shares 2,060,897 $263M 0.51% +257,044 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: 1,788,249 shares; 2024Q4: 1,756,530 shares; 2025Q1: 1,744,862 shares; 2025Q2: 1,862,278 shares; 2025Q3: 1,918,891 shares; 2025Q4: 1,923,539 shares; 2026Q1: 2,181,466 shares; 2026Q2: 2,221,708 shares 2,221,708 $261M 0.51% +40,242 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: 653,516 shares; 2024Q4: 668,923 shares; 2025Q1: 921,530 shares; 2025Q2: 1,006,406 shares; 2025Q3: 1,065,301 shares; 2025Q4: 1,470,999 shares; 2026Q1: 1,349,230 shares; 2026Q2: 1,149,138 shares 1,149,138 $261M 0.51% -200,092 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: 3,728,355 shares; 2024Q4: 3,766,943 shares; 2025Q1: 3,657,305 shares; 2025Q2: 3,611,618 shares; 2025Q3: 3,599,964 shares; 2025Q4: 3,579,131 shares; 2026Q1: 3,460,078 shares; 2026Q2: 3,583,905 shares 3,583,905 $255M 0.49% +123,827 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: 1,226,704 shares; 2024Q4: 1,284,419 shares; 2025Q1: 1,810,446 shares; 2025Q2: 2,668,147 shares; 2025Q3: 3,196,286 shares; 2025Q4: 3,901,270 shares; 2026Q1: 3,605,987 shares; 2026Q2: 2,692,408 shares 2,692,408 $223M 0.43% -913,579 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: 802,915 shares; 2024Q4: 964,013 shares; 2025Q1: 789,955 shares; 2025Q2: 684,007 shares; 2025Q3: 778,971 shares; 2025Q4: 1,555,996 shares; 2026Q1: 1,604,971 shares; 2026Q2: 1,497,464 shares 1,497,464 $222M 0.43% -107,507 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: not reported; 2024Q4: 1,230,491 shares; 2025Q1: 1,227,046 shares; 2025Q2: 1,489,280 shares; 2025Q3: 1,433,727 shares; 2025Q4: 1,519,248 shares; 2026Q1: 2,365,635 shares; 2026Q2: 2,293,303 shares 2,293,303 $221M 0.43% -72,332 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: 1,432,781 shares; 2024Q4: 1,494,482 shares; 2025Q1: 1,562,382 shares; 2025Q2: 1,588,632 shares; 2025Q3: 1,618,022 shares; 2025Q4: 1,607,565 shares; 2026Q1: 1,539,743 shares; 2026Q2: 1,562,930 shares 1,562,930 $214M 0.41% +23,187 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: 1,866,984 shares; 2024Q4: 1,902,509 shares; 2025Q1: 1,887,396 shares; 2025Q2: 1,844,405 shares; 2025Q3: 1,851,047 shares; 2025Q4: 1,812,552 shares; 2026Q1: 1,679,664 shares; 2026Q2: 1,655,632 shares 1,655,632 $213M 0.41% -24,032 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: 421,793 shares; 2024Q4: 455,344 shares; 2025Q1: 451,488 shares; 2025Q2: 478,987 shares; 2025Q3: 466,333 shares; 2025Q4: 446,566 shares; 2026Q1: not reported; 2026Q2: 487,988 shares 487,988 $208M 0.4% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,225,287 shares; 2024Q4: 2,104,110 shares; 2025Q1: 2,008,957 shares; 2025Q2: 1,852,374 shares; 2025Q3: 2,049,993 shares; 2025Q4: 2,100,506 shares; 2026Q1: not reported; 2026Q2: 2,622,076 shares 2,622,076 $207M 0.4% new 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: 1,183,499 shares; 2024Q4: 1,203,001 shares; 2025Q1: 1,210,698 shares; 2025Q2: 1,205,961 shares; 2025Q3: 1,236,003 shares; 2025Q4: 1,171,663 shares; 2026Q1: 1,251,102 shares; 2026Q2: 1,248,540 shares 1,248,540 $207M 0.4% -2,562 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: 325,476 shares; 2024Q4: 332,198 shares; 2025Q1: 359,643 shares; 2025Q2: 360,069 shares; 2025Q3: 359,133 shares; 2025Q4: 383,129 shares; 2026Q1: 423,935 shares; 2026Q2: 425,753 shares 425,753 $203M 0.39% +1,818 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: 648,726 shares; 2024Q4: 625,308 shares; 2025Q1: 604,066 shares; 2025Q2: 795,087 shares; 2025Q3: 734,169 shares; 2025Q4: 695,867 shares; 2026Q1: 830,928 shares; 2026Q2: 953,608 shares 953,608 $203M 0.39% +122,680 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: 1,929,728 shares; 2024Q4: 1,846,556 shares; 2025Q1: 1,811,665 shares; 2025Q2: 1,570,032 shares; 2025Q3: 1,786,726 shares; 2025Q4: 1,885,917 shares; 2026Q1: 1,844,787 shares; 2026Q2: 1,709,213 shares 1,709,213 $201M 0.39% -135,574 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: 638,535 shares; 2024Q4: 626,101 shares; 2025Q1: 594,722 shares; 2025Q2: 603,210 shares; 2025Q3: 599,573 shares; 2025Q4: 568,548 shares; 2026Q1: 688,918 shares; 2026Q2: 697,737 shares 697,737 $196M 0.38% +8,819 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: 1,750,963 shares; 2024Q4: 1,741,619 shares; 2025Q1: 1,606,301 shares; 2025Q2: 1,595,820 shares; 2025Q3: 1,633,236 shares; 2025Q4: 1,657,907 shares; 2026Q1: 1,718,133 shares; 2026Q2: 1,783,310 shares 1,783,310 $190M 0.37% +65,177 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: 1,405,166 shares; 2024Q4: 1,291,606 shares; 2025Q1: 1,259,918 shares; 2025Q2: 1,298,342 shares; 2025Q3: 1,214,475 shares; 2025Q4: 1,512,057 shares; 2026Q1: not reported; 2026Q2: 1,611,333 shares 1,611,333 $189M 0.37% new 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: 2,395,063 shares; 2024Q4: 1,743,558 shares; 2025Q1: 1,272,043 shares; 2025Q2: 1,147,454 shares; 2025Q3: 1,466,931 shares; 2025Q4: 1,470,307 shares; 2026Q1: 1,413,633 shares; 2026Q2: 2,169,014 shares 2,169,014 $187M 0.36% +755,381 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: 424,499 shares; 2024Q4: 431,407 shares; 2025Q1: 436,176 shares; 2025Q2: 434,933 shares; 2025Q3: 435,948 shares; 2025Q4: 451,541 shares; 2026Q1: 529,032 shares; 2026Q2: 526,645 shares 526,645 $186M 0.36% -2,387 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650,938 shares; 2024Q4: 1,928,429 shares; 2025Q1: 2,247,634 shares; 2025Q2: 2,432,881 shares; 2025Q3: 2,656,839 shares; 2025Q4: 2,799,557 shares; 2026Q1: 3,568,823 shares; 2026Q2: 3,766,491 shares 3,766,491 $177M 0.34% +197,668 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: 176,497 shares; 2024Q4: 425,097 shares; 2025Q1: 436,580 shares; 2025Q2: 433,871 shares; 2025Q3: 417,834 shares; 2025Q4: 572,521 shares; 2026Q1: 601,408 shares; 2026Q2: 499,697 shares 499,697 $171M 0.33% -101,711 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: 1,528,944 shares; 2024Q4: 1,507,181 shares; 2025Q1: 1,461,932 shares; 2025Q2: 1,538,315 shares; 2025Q3: 1,595,114 shares; 2025Q4: 1,583,824 shares; 2026Q1: 2,002,772 shares; 2026Q2: 1,945,219 shares 1,945,219 $171M 0.33% -57,553 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: 1,652,626 shares; 2024Q4: 1,832,297 shares; 2025Q1: 1,991,751 shares; 2025Q2: 2,334,502 shares; 2025Q3: 2,685,955 shares; 2025Q4: 2,928,421 shares; 2026Q1: 3,280,394 shares; 2026Q2: 3,393,461 shares 3,393,461 $167M 0.32% +113,067 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: 55,206 shares; 2024Q4: 437,071 shares; 2025Q1: 507,750 shares; 2025Q2: 532,384 shares; 2025Q3: 577,483 shares; 2025Q4: 2,054,089 shares; 2026Q1: 2,169,628 shares; 2026Q2: 3,109,788 shares 3,109,788 $166M 0.32% +940,160 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: 994,156 shares; 2024Q4: 950,972 shares; 2025Q1: 975,858 shares; 2025Q2: 1,049,299 shares; 2025Q3: 1,059,977 shares; 2025Q4: 1,046,631 shares; 2026Q1: 1,122,903 shares; 2026Q2: 1,124,238 shares 1,124,238 $165M 0.32% +1,335 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: 2,234,777 shares; 2024Q4: 2,145,165 shares; 2025Q1: 2,275,582 shares; 2025Q2: 2,221,819 shares; 2025Q3: 2,269,556 shares; 2025Q4: 2,361,902 shares; 2026Q1: 6,588,546 shares; 2026Q2: 7,210,378 shares 7,210,378 $164M 0.32% +621,832 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: 120,731 shares; 2024Q4: 108,783 shares; 2025Q1: 237,651 shares; 2025Q2: 262,753 shares; 2025Q3: 205,926 shares; 2025Q4: 206,995 shares; 2026Q1: 141,006 shares; 2026Q2: 141,607 shares 141,607 $163M 0.32% +601 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: 831,760 shares; 2025Q3: 3,069,273 shares; 2025Q4: 3,264,997 shares; 2026Q1: 3,721,827 shares; 2026Q2: 3,089,344 shares 3,089,344 $163M 0.32% -632,483 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: 488,062 shares; 2025Q1: 454,924 shares; 2025Q2: 351,493 shares; 2025Q3: 364,821 shares; 2025Q4: 355,511 shares; 2026Q1: 352,821 shares; 2026Q2: 365,882 shares 365,882 $159M 0.31% +13,061 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: 1,542,079 shares; 2024Q4: 275,493 shares; 2025Q1: 217,513 shares; 2025Q2: 213,961 shares; 2025Q3: 1,530,438 shares; 2025Q4: 3,022,842 shares; 2026Q1: 3,431,828 shares; 2026Q2: 3,487,951 shares 3,487,951 $158M 0.31% +56,123 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: 554,383 shares; 2024Q4: 581,389 shares; 2025Q1: 576,892 shares; 2025Q2: 575,411 shares; 2025Q3: 580,508 shares; 2025Q4: 589,368 shares; 2026Q1: 600,866 shares; 2026Q2: 618,232 shares 618,232 $152M 0.29% +17,366 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: 1,484,825 shares; 2024Q4: 1,490,429 shares; 2025Q1: 1,249,427 shares; 2025Q2: 1,223,042 shares; 2025Q3: 1,303,371 shares; 2025Q4: 1,348,803 shares; 2026Q1: 1,460,265 shares; 2026Q2: 1,599,915 shares 1,599,915 $151M 0.29% +139,650 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: 1,390,887 shares; 2024Q4: 1,651,191 shares; 2025Q1: 923,247 shares; 2025Q2: 929,210 shares; 2025Q3: 207,081 shares; 2025Q4: 144,365 shares; 2026Q1: 1,140,998 shares; 2026Q2: 1,204,921 shares 1,204,921 $150M 0.29% +63,923 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: 119,239 shares; 2024Q4: 113,882 shares; 2025Q1: 121,701 shares; 2025Q2: 116,638 shares; 2025Q3: 115,572 shares; 2025Q4: 117,535 shares; 2026Q1: not reported; 2026Q2: 146,763 shares 146,763 $148M 0.29% new 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: 404,686 shares; 2024Q4: 417,631 shares; 2025Q1: 447,924 shares; 2025Q2: 473,408 shares; 2025Q3: 474,223 shares; 2025Q4: 458,538 shares; 2026Q1: 607,765 shares; 2026Q2: 574,635 shares 574,635 $147M 0.28% -33,130 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: 919,316 shares; 2024Q4: 903,616 shares; 2025Q1: 879,105 shares; 2025Q2: 836,615 shares; 2025Q3: 813,006 shares; 2025Q4: 774,838 shares; 2026Q1: 768,284 shares; 2026Q2: 773,249 shares 773,249 $147M 0.28% +4,965 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: 1,473,114 shares; 2024Q4: 1,442,260 shares; 2025Q1: 1,550,771 shares; 2025Q2: 1,559,924 shares; 2025Q3: 1,561,395 shares; 2025Q4: 1,581,128 shares; 2026Q1: 1,502,702 shares; 2026Q2: 1,525,461 shares 1,525,461 $146M 0.28% +22,759 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: 434,718 shares; 2024Q4: 376,462 shares; 2025Q1: 411,562 shares; 2025Q2: 386,838 shares; 2025Q3: 390,431 shares; 2025Q4: 431,053 shares; 2026Q1: 416,010 shares; 2026Q2: 401,226 shares 401,226 $145M 0.28% -14,784 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: 294,769 shares; 2024Q4: 301,972 shares; 2025Q1: 300,132 shares; 2025Q2: 358,585 shares; 2025Q3: 344,712 shares; 2025Q4: 348,284 shares; 2026Q1: 345,293 shares; 2026Q2: 656,703 shares 656,703 $143M 0.28% +311,410 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,919 shares; 2024Q4: 204,865 shares; 2025Q1: 187,655 shares; 2025Q2: 188,571 shares; 2025Q3: 1,914,312 shares; 2025Q4: 1,035,830 shares; 2026Q1: 998,105 shares; 2026Q2: 873,191 shares 873,191 $143M 0.28% -124,914 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: 292,226 shares; 2024Q4: 294,978 shares; 2025Q1: 293,000 shares; 2025Q2: 300,986 shares; 2025Q3: 300,269 shares; 2025Q4: 300,830 shares; 2026Q1: 262,005 shares; 2026Q2: 273,156 shares 273,156 $140M 0.27% +11,151 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: 126,578 shares; 2024Q4: 183,841 shares; 2025Q1: 189,414 shares; 2025Q2: 178,387 shares; 2025Q3: 178,071 shares; 2025Q4: 228,062 shares; 2026Q1: 223,912 shares; 2026Q2: 190,753 shares 190,753 $138M 0.27% -33,159 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: 539,057 shares; 2024Q4: 530,101 shares; 2025Q1: 542,274 shares; 2025Q2: 547,347 shares; 2025Q3: 555,832 shares; 2025Q4: 584,802 shares; 2026Q1: 585,802 shares; 2026Q2: 580,039 shares 580,039 $137M 0.27% -5,763 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: 381,887 shares; 2024Q4: 390,250 shares; 2025Q1: 378,257 shares; 2025Q2: 366,887 shares; 2025Q3: 370,543 shares; 2025Q4: 377,802 shares; 2026Q1: 453,280 shares; 2026Q2: 499,492 shares 499,492 $135M 0.26% +46,212 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: 121,563 shares; 2024Q4: 344,361 shares; 2025Q1: 352,158 shares; 2025Q2: 285,386 shares; 2025Q3: 330,214 shares; 2025Q4: 356,916 shares; 2026Q1: 410,401 shares; 2026Q2: 393,652 shares 393,652 $134M 0.26% -16,749 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: 368,301 shares; 2024Q4: 365,820 shares; 2025Q1: 356,101 shares; 2025Q2: 358,215 shares; 2025Q3: 385,285 shares; 2025Q4: 407,474 shares; 2026Q1: 384,681 shares; 2026Q2: 1,654,013 shares 1,654,013 $133M 0.26% +1,269,332 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: 2,566,131 shares; 2024Q4: 2,459,323 shares; 2025Q1: 2,477,365 shares; 2025Q2: 2,600,663 shares; 2025Q3: 2,656,498 shares; 2025Q4: 2,692,604 shares; 2026Q1: 2,800,288 shares; 2026Q2: 2,348,909 shares 2,348,909 $133M 0.26% -451,379 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: 592,664 shares; 2024Q4: 667,203 shares; 2025Q1: 1,274,557 shares; 2025Q2: 1,344,406 shares; 2025Q3: 1,445,301 shares; 2025Q4: 1,503,228 shares; 2026Q1: 1,548,817 shares; 2026Q2: 1,623,440 shares 1,623,440 $132M 0.25% +74,623 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: 321,671 shares; 2024Q4: 314,784 shares; 2025Q1: 329,839 shares; 2025Q2: 315,362 shares; 2025Q3: 320,508 shares; 2025Q4: 320,903 shares; 2026Q1: 292,524 shares; 2026Q2: 309,478 shares 309,478 $130M 0.25% +16,954 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: 1,189,305 shares; 2024Q4: 1,093,256 shares; 2025Q1: 1,117,167 shares; 2025Q2: 1,252,180 shares; 2025Q3: 1,731,288 shares; 2025Q4: 1,777,070 shares; 2026Q1: 1,483,867 shares; 2026Q2: 1,574,842 shares 1,574,842 $130M 0.25% +90,975 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: 1,505,717 shares; 2024Q4: 1,610,776 shares; 2025Q1: 1,595,396 shares; 2025Q2: 1,524,492 shares; 2025Q3: 1,548,368 shares; 2025Q4: 1,558,080 shares; 2026Q1: 1,594,231 shares; 2026Q2: 1,597,473 shares 1,597,473 $130M 0.25% +3,242 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: 1,640,048 shares; 2024Q4: 1,097,763 shares; 2025Q1: 1,081,557 shares; 2025Q2: 991,087 shares; 2025Q3: 1,104,632 shares; 2025Q4: 1,113,979 shares; 2026Q1: 1,288,790 shares; 2026Q2: 1,371,260 shares 1,371,260 $130M 0.25% +82,470 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: 892,381 shares; 2024Q4: 881,951 shares; 2025Q1: 908,751 shares; 2025Q2: 863,502 shares; 2025Q3: 906,185 shares; 2025Q4: 908,533 shares; 2026Q1: not reported; 2026Q2: 954,271 shares 954,271 $129M 0.25% new 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: 1,564,479 shares; 2024Q4: 1,465,208 shares; 2025Q1: 1,491,918 shares; 2025Q2: 1,708,151 shares; 2025Q3: 1,753,702 shares; 2025Q4: 1,740,399 shares; 2026Q1: 2,087,799 shares; 2026Q2: 2,115,465 shares 2,115,465 $126M 0.24% +27,666 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: 884,833 shares; 2024Q4: 958,426 shares; 2025Q1: 1,281,708 shares; 2025Q2: 1,487,290 shares; 2025Q3: 1,500,566 shares; 2025Q4: 1,590,617 shares; 2026Q1: 1,558,376 shares; 2026Q2: 1,270,516 shares 1,270,516 $125M 0.24% -287,860 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: 117,296 shares; 2024Q4: 118,297 shares; 2025Q1: 118,559 shares; 2025Q2: 120,098 shares; 2025Q3: 125,736 shares; 2025Q4: 133,425 shares; 2026Q1: 130,438 shares; 2026Q2: 132,882 shares 132,882 $124M 0.24% +2,444 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,332 shares; 2024Q4: 64,265 shares; 2025Q1: 50,457 shares; 2025Q2: 47,534 shares; 2025Q3: 31,426 shares; 2025Q4: 619,550 shares; 2026Q1: 652,818 shares; 2026Q2: 653,390 shares 653,390 $124M 0.24% +572 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: 680,602 shares; 2024Q4: 718,299 shares; 2025Q1: 753,086 shares; 2025Q2: 778,605 shares; 2025Q3: 790,501 shares; 2025Q4: 830,428 shares; 2026Q1: 893,886 shares; 2026Q2: 4,486,897 shares 4,486,897 $123M 0.24% +3,593,011 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 471,231 shares; 2025Q1: 1,175,847 shares; 2025Q2: 1,343,768 shares; 2025Q3: 1,543,576 shares; 2025Q4: 1,360,397 shares; 2026Q1: 1,491,747 shares; 2026Q2: 1,220,050 shares 1,220,050 $122M 0.24% -271,697 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: 38,389 shares; 2024Q4: 45,488 shares; 2025Q1: 67,702 shares; 2025Q2: 89,935 shares; 2025Q3: 86,317 shares; 2025Q4: 87,673 shares; 2026Q1: 98,296 shares; 2026Q2: 103,718 shares 103,718 $122M 0.24% +5,422 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970,739 shares; 2024Q4: 2,415,020 shares; 2025Q1: 2,663,328 shares; 2025Q2: 2,871,186 shares; 2025Q3: 3,601,418 shares; 2025Q4: 4,395,360 shares; 2026Q1: 4,915,821 shares; 2026Q2: 5,312,377 shares 5,312,377 $118M 0.23% +396,556 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: 67,116 shares; 2024Q4: 76,483 shares; 2025Q1: 72,099 shares; 2025Q2: 84,148 shares; 2025Q3: 89,274 shares; 2025Q4: 257,270 shares; 2026Q1: 253,341 shares; 2026Q2: 2,328,091 shares 2,328,091 $118M 0.23% +2,074,750 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: 262,504 shares; 2024Q4: 288,816 shares; 2025Q1: 289,849 shares; 2025Q2: 252,245 shares; 2025Q3: 290,772 shares; 2025Q4: 288,336 shares; 2026Q1: 380,770 shares; 2026Q2: 387,050 shares 387,050 $116M 0.23% +6,280 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: 1,179,565 shares; 2024Q4: 1,426,359 shares; 2025Q1: 1,477,361 shares; 2025Q2: 1,477,592 shares; 2025Q3: 1,559,314 shares; 2025Q4: 1,589,943 shares; 2026Q1: not reported; 2026Q2: 1,458,706 shares 1,458,706 $116M 0.22% new 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: 230,760 shares; 2024Q4: 254,608 shares; 2025Q1: 198,988 shares; 2025Q2: 189,539 shares; 2025Q3: 193,921 shares; 2025Q4: 191,169 shares; 2026Q1: 201,145 shares; 2026Q2: 196,985 shares 196,985 $114M 0.22% -4,160 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: 566,336 shares; 2024Q4: 561,384 shares; 2025Q1: 529,813 shares; 2025Q2: 522,526 shares; 2025Q3: 549,678 shares; 2025Q4: 529,464 shares; 2026Q1: not reported; 2026Q2: 619,899 shares 619,899 $112M 0.22% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,958 shares; 2024Q4: 13,552 shares; 2025Q1: 13,588 shares; 2025Q2: 13,589 shares; 2025Q3: 11,259 shares; 2025Q4: 11,111 shares; 2026Q1: 10,993 shares; 2026Q2: 1,286,966 shares 1,286,966 $112M 0.22% +1,275,973 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: 1,911,576 shares; 2024Q4: 1,884,589 shares; 2025Q1: 1,744,062 shares; 2025Q2: 1,681,382 shares; 2025Q3: 1,692,275 shares; 2025Q4: 1,729,724 shares; 2026Q1: 1,965,940 shares; 2026Q2: 1,948,232 shares 1,948,232 $111M 0.21% -17,708 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,132 shares; 2024Q4: 216,214 shares; 2025Q1: 381,012 shares; 2025Q2: 428,069 shares; 2025Q3: 488,762 shares; 2025Q4: 742,130 shares; 2026Q1: not reported; 2026Q2: 2,129,491 shares 2,129,491 $108M 0.21% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629,354 shares; 2024Q4: 647,977 shares; 2025Q1: 650,152 shares; 2025Q2: 658,206 shares; 2025Q3: 649,944 shares; 2025Q4: 658,386 shares; 2026Q1: 727,974 shares; 2026Q2: 756,145 shares 756,145 $108M 0.21% +28,171 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: 242,965 shares; 2024Q4: 257,400 shares; 2025Q1: 293,404 shares; 2025Q2: 304,480 shares; 2025Q3: 309,774 shares; 2025Q4: 310,668 shares; 2026Q1: 315,893 shares; 2026Q2: 316,735 shares 316,735 $108M 0.21% +842 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: 150,886 shares; 2024Q4: 152,531 shares; 2025Q1: 137,357 shares; 2025Q2: 137,013 shares; 2025Q3: 136,160 shares; 2025Q4: 141,007 shares; 2026Q1: 161,981 shares; 2026Q2: 146,844 shares 146,844 $106M 0.2% -15,137 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: 150,276 shares; 2024Q4: 159,491 shares; 2025Q1: 182,793 shares; 2025Q2: 186,239 shares; 2025Q3: 190,560 shares; 2025Q4: 206,805 shares; 2026Q1: 243,539 shares; 2026Q2: 281,841 shares 281,841 $105M 0.2% +38,302 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: 1,786,263 shares; 2026Q2: 2,069,473 shares 2,069,473 $104M 0.2% +283,210 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: 200,764 shares; 2024Q4: 218,475 shares; 2025Q1: 220,013 shares; 2025Q2: 217,627 shares; 2025Q3: 223,082 shares; 2025Q4: 220,930 shares; 2026Q1: 230,812 shares; 2026Q2: 277,167 shares 277,167 $103M 0.2% +46,355 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: 314,698 shares; 2024Q4: 298,817 shares; 2025Q1: 286,857 shares; 2025Q2: 199,292 shares; 2025Q3: 209,428 shares; 2025Q4: 215,108 shares; 2026Q1: 264,200 shares; 2026Q2: 243,641 shares 243,641 $101M 0.2% -20,559 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: 922,630 shares; 2024Q4: 923,463 shares; 2025Q1: 1,058,044 shares; 2025Q2: 1,042,814 shares; 2025Q3: 1,034,929 shares; 2025Q4: 1,046,568 shares; 2026Q1: 916,341 shares; 2026Q2: 915,320 shares 915,320 $101M 0.2% -1,021 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,438,007 shares; 2024Q4: 1,491,535 shares; 2025Q1: 1,611,072 shares; 2025Q2: 1,691,925 shares; 2025Q3: 1,775,366 shares; 2025Q4: 1,977,538 shares; 2026Q1: not reported; 2026Q2: 2,196,661 shares 2,196,661 $100M 0.19% new 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: 2,937,385 shares; 2024Q4: 3,157,576 shares; 2025Q1: 2,441,832 shares; 2025Q2: 3,343,833 shares; 2025Q3: 3,105,752 shares; 2025Q4: 2,701,166 shares; 2026Q1: 2,699,024 shares; 2026Q2: 1,300,382 shares 1,300,382 $99.5M 0.19% -1,398,642 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: 587,889 shares; 2024Q4: 644,711 shares; 2025Q1: 681,808 shares; 2025Q2: 656,212 shares; 2025Q3: 671,865 shares; 2025Q4: 686,617 shares; 2026Q1: 601,987 shares; 2026Q2: 537,114 shares 537,114 $99.3M 0.19% -64,873 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: 629,739 shares; 2024Q4: 620,898 shares; 2025Q1: 628,421 shares; 2025Q2: 647,929 shares; 2025Q3: 662,466 shares; 2025Q4: 661,648 shares; 2026Q1: 760,325 shares; 2026Q2: 840,150 shares 840,150 $98.9M 0.19% +79,825 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 98,860 shares; 2025Q1: 96,267 shares; 2025Q2: 100,483 shares; 2025Q3: 98,884 shares; 2025Q4: 99,359 shares; 2026Q1: 105,806 shares; 2026Q2: 102,643 shares 102,643 $98.7M 0.19% -3,163 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: 204,857 shares; 2024Q4: 203,997 shares; 2025Q1: 204,788 shares; 2025Q2: 190,715 shares; 2025Q3: 206,564 shares; 2025Q4: 205,317 shares; 2026Q1: 276,294 shares; 2026Q2: 267,785 shares 267,785 $98.6M 0.19% -8,509 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677,901 shares; 2024Q4: 1,677,246 shares; 2025Q1: 1,673,687 shares; 2025Q2: 1,696,212 shares; 2025Q3: 1,757,141 shares; 2025Q4: 1,817,515 shares; 2026Q1: 1,958,691 shares; 2026Q2: 2,034,345 shares 2,034,345 $98.5M 0.19% +75,654 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: 648,624 shares; 2024Q4: 640,899 shares; 2025Q1: 645,842 shares; 2025Q2: 638,356 shares; 2025Q3: 639,573 shares; 2025Q4: 685,014 shares; 2026Q1: not reported; 2026Q2: 766,917 shares 766,917 $97.1M 0.19% new 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: 638,972 shares; 2024Q4: 634,144 shares; 2025Q1: 632,629 shares; 2025Q2: 606,026 shares; 2025Q3: 538,181 shares; 2025Q4: 485,154 shares; 2026Q1: 696,586 shares; 2026Q2: 676,796 shares 676,796 $94.7M 0.18% -19,790 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: 1,320,477 shares; 2024Q4: 1,272,938 shares; 2025Q1: 1,320,818 shares; 2025Q2: 1,179,588 shares; 2025Q3: 1,213,713 shares; 2025Q4: 1,216,160 shares; 2026Q1: not reported; 2026Q2: 1,226,684 shares 1,226,684 $94.6M 0.18% new 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: 55,699 shares; 2024Q4: 68,209 shares; 2025Q1: 68,856 shares; 2025Q2: 52,943 shares; 2025Q3: 53,486 shares; 2025Q4: 51,582 shares; 2026Q1: 55,508 shares; 2026Q2: 47,367 shares 47,367 $94.2M 0.18% -8,141 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089,739 shares; 2024Q4: 1,154,272 shares; 2025Q1: 1,216,276 shares; 2025Q2: 1,215,669 shares; 2025Q3: 1,232,379 shares; 2025Q4: 1,264,194 shares; 2026Q1: 1,427,162 shares; 2026Q2: 1,195,485 shares 1,195,485 $93.5M 0.18% -231,677 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: 160,656 shares; 2024Q4: 176,229 shares; 2025Q1: 179,830 shares; 2025Q2: 209,780 shares; 2025Q3: 207,969 shares; 2025Q4: 222,189 shares; 2026Q1: 323,932 shares; 2026Q2: 310,864 shares 310,864 $92.7M 0.18% -13,068 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: not reported; 2026Q2: 2,487,698 shares 2,487,698 $91M 0.18% 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: 317,239 shares; 2024Q4: 313,525 shares; 2025Q1: 333,296 shares; 2025Q2: 327,631 shares; 2025Q3: 313,453 shares; 2025Q4: 315,775 shares; 2026Q1: 427,904 shares; 2026Q2: 430,401 shares 430,401 $90M 0.17% +2,497 Timeline VPL 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: 4,156,650 shares; 2024Q4: 4,106,825 shares; 2025Q1: 3,956,398 shares; 2025Q2: 1,994,654 shares; 2025Q3: 1,882,708 shares; 2025Q4: 1,840,315 shares; 2026Q1: 800,944 shares; 2026Q2: 773,443 shares 773,443 $89.5M 0.17% -27,501 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: 1,059,965 shares; 2024Q4: 1,057,319 shares; 2025Q1: 681,135 shares; 2025Q2: 641,404 shares; 2025Q3: 603,939 shares; 2025Q4: 605,170 shares; 2026Q1: 572,599 shares; 2026Q2: 577,947 shares 577,947 $88M 0.17% +5,348 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: 864,707 shares; 2024Q4: 873,445 shares; 2025Q1: 863,071 shares; 2025Q2: 876,375 shares; 2025Q3: 914,284 shares; 2025Q4: 944,250 shares; 2026Q1: 1,047,720 shares; 2026Q2: 1,113,171 shares 1,113,171 $86.7M 0.17% +65,451 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: 2,058,443 shares; 2024Q4: 2,061,898 shares; 2025Q1: 1,925,109 shares; 2025Q2: 1,768,800 shares; 2025Q3: 1,799,672 shares; 2025Q4: 1,761,066 shares; 2026Q1: 1,933,697 shares; 2026Q2: 2,036,896 shares 2,036,896 $86.2M 0.17% +103,199 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: 89,125 shares; 2024Q4: 83,242 shares; 2025Q1: 84,298 shares; 2025Q2: 82,717 shares; 2025Q3: 87,424 shares; 2025Q4: 1,266,701 shares; 2026Q1: 1,251,100 shares; 2026Q2: 1,194,835 shares 1,194,835 $85.3M 0.17% -56,265 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,251 shares; 2024Q4: 437,116 shares; 2025Q1: 447,862 shares; 2025Q2: 443,362 shares; 2025Q3: 441,557 shares; 2025Q4: 444,932 shares; 2026Q1: 445,998 shares; 2026Q2: 440,151 shares 440,151 $85.3M 0.17% -5,847 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: not reported; 2026Q2: 2,675,561 shares 2,675,561 $85M 0.16% new 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: 927,307 shares; 2024Q4: 918,085 shares; 2025Q1: 930,853 shares; 2025Q2: 914,696 shares; 2025Q3: 860,089 shares; 2025Q4: 888,902 shares; 2026Q1: 917,989 shares; 2026Q2: 1,164,691 shares 1,164,691 $83.8M 0.16% +246,702 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: 2,964,562 shares 2,964,562 $83.2M 0.16% new 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: 1,244,831 shares; 2024Q4: 1,097,692 shares; 2025Q1: 833,758 shares; 2025Q2: 592,524 shares; 2025Q3: 483,951 shares; 2025Q4: 417,190 shares; 2026Q1: 422,615 shares; 2026Q2: 693,472 shares 693,472 $82.5M 0.16% +270,857 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: 124,364 shares; 2024Q4: 124,670 shares; 2025Q1: 120,875 shares; 2025Q2: 119,712 shares; 2025Q3: 123,725 shares; 2025Q4: 118,689 shares; 2026Q1: 119,924 shares; 2026Q2: 129,573 shares 129,573 $82.2M 0.16% +9,649 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: 78,965 shares; 2024Q4: 38,415 shares; 2025Q1: 36,331 shares; 2025Q2: 30,222 shares; 2025Q3: 29,465 shares; 2025Q4: 28,763 shares; 2026Q1: 29,544 shares; 2026Q2: 271,609 shares 271,609 $81.9M 0.16% +242,065 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: 166,237 shares; 2024Q4: 176,504 shares; 2025Q1: 173,672 shares; 2025Q2: 158,357 shares; 2025Q3: 160,710 shares; 2025Q4: 157,828 shares; 2026Q1: 137,288 shares; 2026Q2: 937,700 shares 937,700 $80.8M 0.16% +800,412 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,619 shares; 2024Q4: 222,023 shares; 2025Q1: 307,694 shares; 2025Q2: 308,275 shares; 2025Q3: 301,582 shares; 2025Q4: 211,626 shares; 2026Q1: 277,219 shares; 2026Q2: 273,668 shares 273,668 $80.2M 0.16% -3,551 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: 264,489 shares; 2024Q4: 264,330 shares; 2025Q1: 261,437 shares; 2025Q2: 268,524 shares; 2025Q3: 329,779 shares; 2025Q4: 339,959 shares; 2026Q1: 447,061 shares; 2026Q2: 398,981 shares 398,981 $79.7M 0.15% -48,080 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: 929,559 shares; 2024Q4: 974,244 shares; 2025Q1: 1,084,435 shares; 2025Q2: 1,107,341 shares; 2025Q3: 1,152,122 shares; 2025Q4: 1,119,736 shares; 2026Q1: not reported; 2026Q2: 1,256,696 shares 1,256,696 $77.2M 0.15% new 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: 754,266 shares; 2024Q4: 848,722 shares; 2025Q1: 1,380,076 shares; 2025Q2: 1,069,637 shares; 2025Q3: 1,107,356 shares; 2025Q4: 1,263,932 shares; 2026Q1: 1,288,857 shares; 2026Q2: 1,500,609 shares 1,500,609 $76.5M 0.15% +211,752 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: 219,765 shares; 2024Q4: 229,276 shares; 2025Q1: 227,154 shares; 2025Q2: 218,894 shares; 2025Q3: 268,158 shares; 2025Q4: 273,947 shares; 2026Q1: 322,280 shares; 2026Q2: 409,331 shares 409,331 $75.8M 0.15% +87,051 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: 204,358 shares; 2024Q4: 197,748 shares; 2025Q1: 195,736 shares; 2025Q2: 195,382 shares; 2025Q3: 194,490 shares; 2025Q4: 230,178 shares; 2026Q1: 234,529 shares; 2026Q2: 222,289 shares 222,289 $75.2M 0.15% -12,240 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: 1,082,384 shares; 2024Q4: 1,260,806 shares; 2025Q1: 1,362,823 shares; 2025Q2: 1,387,440 shares; 2025Q3: 1,517,499 shares; 2025Q4: 1,529,745 shares; 2026Q1: not reported; 2026Q2: 1,464,284 shares 1,464,284 $73.9M 0.14% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740,727 shares; 2025Q3: 2,479,443 shares; 2025Q4: 2,533,088 shares; 2026Q1: 2,740,311 shares; 2026Q2: 1,711,316 shares 1,711,316 $73.8M 0.14% -1,028,995 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: 140,366 shares; 2025Q1: 130,880 shares; 2025Q2: 310,166 shares; 2025Q3: 279,587 shares; 2025Q4: 385,585 shares; 2026Q1: 420,589 shares; 2026Q2: 433,372 shares 433,372 $73.6M 0.14% +12,783 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,775 shares; 2024Q4: 449,209 shares; 2025Q1: 458,493 shares; 2025Q2: 463,604 shares; 2025Q3: 468,701 shares; 2025Q4: 476,044 shares; 2026Q1: 486,450 shares; 2026Q2: 501,493 shares 501,493 $73.1M 0.14% +15,043 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400,325 shares; 2024Q4: 1,490,986 shares; 2025Q1: 2,079,281 shares; 2025Q2: 2,070,854 shares; 2025Q3: 2,173,973 shares; 2025Q4: 2,146,037 shares; 2026Q1: 2,141,757 shares; 2026Q2: 2,121,721 shares 2,121,721 $71.9M 0.14% -20,036 Timeline FEX 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: 503,029 shares; 2024Q4: 509,143 shares; 2025Q1: 516,176 shares; 2025Q2: 523,437 shares; 2025Q3: 509,453 shares; 2025Q4: 507,115 shares; 2026Q1: 511,453 shares; 2026Q2: 509,390 shares 509,390 $71.2M 0.14% -2,063 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: 219,102 shares; 2024Q4: 220,412 shares; 2025Q1: 209,813 shares; 2025Q2: 205,583 shares; 2025Q3: 207,287 shares; 2025Q4: 206,647 shares; 2026Q1: 199,909 shares; 2026Q2: 200,589 shares 200,589 $71.1M 0.14% +680 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: 135,969 shares; 2024Q4: 138,590 shares; 2025Q1: 139,361 shares; 2025Q2: 160,486 shares; 2025Q3: 160,384 shares; 2025Q4: 140,418 shares; 2026Q1: 139,870 shares; 2026Q2: 136,583 shares 136,583 $70.9M 0.14% -3,287 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: 820,745 shares; 2024Q4: 785,005 shares; 2025Q1: 935,459 shares; 2025Q2: 1,130,378 shares; 2025Q3: 1,101,756 shares; 2025Q4: 1,105,010 shares; 2026Q1: not reported; 2026Q2: 965,792 shares 965,792 $69.7M 0.13% new 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: 97,360 shares; 2024Q4: 105,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,765 shares; 2025Q4: 214,428 shares; 2026Q1: not reported; 2026Q2: 161,157 shares 161,157 $69.5M 0.13% new 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: 73,064 shares; 2024Q4: 82,326 shares; 2025Q1: 80,743 shares; 2025Q2: 93,294 shares; 2025Q3: 92,214 shares; 2025Q4: 89,911 shares; 2026Q1: 78,978 shares; 2026Q2: 71,987 shares 71,987 $69.5M 0.13% -6,991 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: 241,458 shares; 2024Q4: 254,035 shares; 2025Q1: 251,248 shares; 2025Q2: 253,923 shares; 2025Q3: 270,897 shares; 2025Q4: 301,107 shares; 2026Q1: 294,762 shares; 2026Q2: 310,008 shares 310,008 $69.1M 0.13% +15,246 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: 1,424,905 shares; 2024Q4: 1,471,387 shares; 2025Q1: 1,548,765 shares; 2025Q2: 1,568,643 shares; 2025Q3: 1,349,891 shares; 2025Q4: 846,687 shares; 2026Q1: 865,213 shares; 2026Q2: 314,815 shares 314,815 $69.1M 0.13% -550,398 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: 735,570 shares; 2024Q4: 591,102 shares; 2025Q1: 560,144 shares; 2025Q2: 543,867 shares; 2025Q3: 545,563 shares; 2025Q4: 544,488 shares; 2026Q1: 528,115 shares; 2026Q2: 491,979 shares 491,979 $68.7M 0.13% -36,136 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: 829,496 shares; 2024Q4: 737,266 shares; 2025Q1: 733,802 shares; 2025Q2: 716,638 shares; 2025Q3: 724,705 shares; 2025Q4: 726,719 shares; 2026Q1: 731,453 shares; 2026Q2: 661,073 shares 661,073 $68.7M 0.13% -70,380 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,361 shares; 2024Q4: 47,164 shares; 2025Q1: 46,476 shares; 2025Q2: 65,172 shares; 2025Q3: 63,988 shares; 2025Q4: 76,634 shares; 2026Q1: 83,656 shares; 2026Q2: 70,119 shares 70,119 $68.6M 0.13% -13,537 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,556 shares; 2024Q4: 290,142 shares; 2025Q1: 345,697 shares; 2025Q2: 312,543 shares; 2025Q3: 343,532 shares; 2025Q4: 696,310 shares; 2026Q1: 702,774 shares; 2026Q2: 523,899 shares 523,899 $68.4M 0.13% -178,875 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,379 shares; 2024Q4: 297,595 shares; 2025Q1: 289,156 shares; 2025Q2: 291,403 shares; 2025Q3: 303,850 shares; 2025Q4: 302,214 shares; 2026Q1: 309,046 shares; 2026Q2: 309,831 shares 309,831 $68.3M 0.13% +785 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: 343,179 shares; 2024Q4: 811,127 shares; 2025Q1: 1,197,537 shares; 2025Q2: 1,067,022 shares; 2025Q3: 1,370,803 shares; 2025Q4: 1,368,398 shares; 2026Q1: 874,505 shares; 2026Q2: 904,231 shares 904,231 $68.3M 0.13% +29,726 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,870,795 shares; 2024Q4: 3,859,638 shares; 2025Q1: 3,991,337 shares; 2025Q2: 3,911,304 shares; 2025Q3: 3,926,746 shares; 2025Q4: 2,541,652 shares; 2026Q1: 2,721,809 shares; 2026Q2: 2,779,590 shares 2,779,590 $68.2M 0.13% +57,781 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: 74,396 shares; 2024Q4: 67,415 shares; 2025Q1: 65,847 shares; 2025Q2: 66,694 shares; 2025Q3: 68,783 shares; 2025Q4: 90,322 shares; 2026Q1: 98,733 shares; 2026Q2: 103,763 shares 103,763 $68.1M 0.13% +5,030 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350,738 shares 1,350,738 $67.9M 0.13% new 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: 287,238 shares; 2024Q4: 292,194 shares; 2025Q1: 296,052 shares; 2025Q2: 262,743 shares; 2025Q3: 283,579 shares; 2025Q4: 241,439 shares; 2026Q1: 343,142 shares; 2026Q2: 384,596 shares 384,596 $67.8M 0.13% +41,454 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,320 shares; 2024Q4: 52,533 shares; 2025Q1: 65,624 shares; 2025Q2: 151,381 shares; 2025Q3: 412,925 shares; 2025Q4: 415,749 shares; 2026Q1: 536,470 shares; 2026Q2: 736,762 shares 736,762 $67.7M 0.13% +200,292 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: 866,478 shares; 2024Q4: 878,713 shares; 2025Q1: 920,237 shares; 2025Q2: 1,196,678 shares; 2025Q3: 1,048,462 shares; 2025Q4: 1,021,342 shares; 2026Q1: 1,215,680 shares; 2026Q2: 1,412,527 shares 1,412,527 $66.7M 0.13% +196,847 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: 617,827 shares; 2024Q4: 599,963 shares; 2025Q1: 538,731 shares; 2025Q2: 491,768 shares; 2025Q3: 484,786 shares; 2025Q4: 915,235 shares; 2026Q1: 1,233,145 shares; 2026Q2: 1,254,128 shares 1,254,128 $66.6M 0.13% +20,983 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: 223,370 shares; 2024Q4: 229,175 shares; 2025Q1: 224,748 shares; 2025Q2: 191,671 shares; 2025Q3: 182,472 shares; 2025Q4: 193,410 shares; 2026Q1: 203,898 shares; 2026Q2: 216,420 shares 216,420 $65.6M 0.13% +12,522 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: 179,040 shares; 2024Q4: 284,776 shares; 2025Q1: 282,728 shares; 2025Q2: 256,132 shares; 2025Q3: 263,370 shares; 2025Q4: 326,035 shares; 2026Q1: 272,858 shares; 2026Q2: 269,580 shares 269,580 $65.4M 0.13% -3,278 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624,862 shares; 2024Q4: 779,685 shares; 2025Q1: 781,450 shares; 2025Q2: 853,084 shares; 2025Q3: 1,020,186 shares; 2025Q4: 1,160,714 shares; 2026Q1: 1,220,033 shares; 2026Q2: 1,281,789 shares 1,281,789 $65M 0.13% +61,756 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570,662 shares; 2024Q4: 544,824 shares; 2025Q1: 508,078 shares; 2025Q2: 572,836 shares; 2025Q3: 544,257 shares; 2025Q4: 523,160 shares; 2026Q1: 571,218 shares; 2026Q2: 595,333 shares 595,333 $64M 0.12% +24,115 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: 614,361 shares; 2024Q4: 615,028 shares; 2025Q1: 596,088 shares; 2025Q2: 669,868 shares; 2025Q3: 676,067 shares; 2025Q4: 612,199 shares; 2026Q1: 665,144 shares; 2026Q2: 688,971 shares 688,971 $62.5M 0.12% +23,827 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: 352,971 shares; 2024Q4: 408,132 shares; 2025Q1: 359,302 shares; 2025Q2: 394,451 shares; 2025Q3: 407,303 shares; 2025Q4: 409,098 shares; 2026Q1: 420,316 shares; 2026Q2: 421,145 shares 421,145 $61.7M 0.12% +829 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: 206,988 shares; 2024Q4: 220,344 shares; 2025Q1: 227,148 shares; 2025Q2: 269,300 shares; 2025Q3: 271,291 shares; 2025Q4: 220,963 shares; 2026Q1: 220,020 shares; 2026Q2: 226,573 shares 226,573 $61.6M 0.12% +6,553 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: 137,200 shares; 2024Q4: 141,970 shares; 2025Q1: 141,139 shares; 2025Q2: 142,168 shares; 2025Q3: 128,602 shares; 2025Q4: 130,474 shares; 2026Q1: 127,595 shares; 2026Q2: 120,100 shares 120,100 $61.2M 0.12% -7,495 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: 585,843 shares; 2024Q4: 584,971 shares; 2025Q1: 578,092 shares; 2025Q2: 658,501 shares; 2025Q3: 655,308 shares; 2025Q4: 671,440 shares; 2026Q1: 617,480 shares; 2026Q2: 627,522 shares 627,522 $60.5M 0.12% +10,042 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: 63,631 shares; 2024Q4: 127,875 shares; 2025Q1: 183,101 shares; 2025Q2: 310,430 shares; 2025Q3: 536,511 shares; 2025Q4: 864,170 shares; 2026Q1: 1,342,291 shares; 2026Q2: 1,594,134 shares 1,594,134 $60.5M 0.12% +251,843 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,026 shares; 2024Q4: 204,059 shares; 2025Q1: 202,784 shares; 2025Q2: 200,547 shares; 2025Q3: 196,860 shares; 2025Q4: 202,452 shares; 2026Q1: 189,717 shares; 2026Q2: 182,605 shares 182,605 $60.3M 0.12% -7,112 Timeline AVIG 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: 448,630 shares; 2025Q4: 934,908 shares; 2026Q1: 1,362,193 shares; 2026Q2: 1,453,103 shares 1,453,103 $60.2M 0.12% +90,910 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,039 shares; 2024Q4: 131,938 shares; 2025Q1: 122,433 shares; 2025Q2: 103,420 shares; 2025Q3: 103,025 shares; 2025Q4: 102,770 shares; 2026Q1: 116,856 shares; 2026Q2: 119,558 shares 119,558 $59.9M 0.12% +2,702 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: 168,716 shares; 2024Q4: 155,496 shares; 2025Q1: 174,942 shares; 2025Q2: 144,081 shares; 2025Q3: 173,363 shares; 2025Q4: 148,834 shares; 2026Q1: 194,131 shares; 2026Q2: 178,337 shares 178,337 $59.7M 0.12% -15,794 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531,624 shares; 2024Q4: 1,555,779 shares; 2025Q1: 1,479,940 shares; 2025Q2: 1,471,574 shares; 2025Q3: 1,346,080 shares; 2025Q4: 1,322,152 shares; 2026Q1: not reported; 2026Q2: 1,864,408 shares 1,864,408 $59.6M 0.12% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442,932 shares; 2024Q4: 459,154 shares; 2025Q1: 446,876 shares; 2025Q2: 422,704 shares; 2025Q3: 428,661 shares; 2025Q4: 436,200 shares; 2026Q1: 427,254 shares; 2026Q2: 432,251 shares 432,251 $58.6M 0.11% +4,997 Timeline FLXR 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: 1,003,236 shares; 2025Q4: 1,221,187 shares; 2026Q1: 1,377,532 shares; 2026Q2: 1,493,118 shares 1,493,118 $58.5M 0.11% +115,586 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: 535,657 shares; 2024Q4: 694,514 shares; 2025Q1: 662,731 shares; 2025Q2: 1,064,449 shares; 2025Q3: 1,226,174 shares; 2025Q4: 750,470 shares; 2026Q1: 827,495 shares; 2026Q2: 589,790 shares 589,790 $58.4M 0.11% -237,705 Timeline JUSA 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: 865,901 shares 865,901 $58.2M 0.11% new 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: 2,820,677 shares; 2024Q4: 2,453,989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016,174 shares; 2025Q4: 2,215,387 shares; 2026Q1: 2,334,351 shares; 2026Q2: 2,414,370 shares 2,414,370 $58.1M 0.11% +80,019 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,211 shares; 2024Q4: 193,065 shares; 2025Q1: 185,081 shares; 2025Q2: 190,796 shares; 2025Q3: 193,473 shares; 2025Q4: 246,719 shares; 2026Q1: 282,028 shares; 2026Q2: 254,078 shares 254,078 $56.9M 0.11% -27,950 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983,252 shares; 2024Q4: 904,865 shares; 2025Q1: 867,001 shares; 2025Q2: 846,920 shares; 2025Q3: 847,840 shares; 2025Q4: 991,833 shares; 2026Q1: not reported; 2026Q2: 762,479 shares 762,479 $56.7M 0.11% new 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: 123,031 shares; 2024Q4: 135,051 shares; 2025Q1: 132,398 shares; 2025Q2: 134,492 shares; 2025Q3: 170,155 shares; 2025Q4: 175,818 shares; 2026Q1: 207,946 shares; 2026Q2: 185,294 shares 185,294 $55.2M 0.11% -22,652 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755,168 shares; 2024Q4: 770,408 shares; 2025Q1: 830,085 shares; 2025Q2: 957,345 shares; 2025Q3: 979,486 shares; 2025Q4: 1,032,891 shares; 2026Q1: 1,115,912 shares; 2026Q2: 1,106,741 shares 1,106,741 $54.8M 0.11% -9,171 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: 126,770 shares; 2024Q4: 126,996 shares; 2025Q1: 127,126 shares; 2025Q2: 127,143 shares; 2025Q3: 126,814 shares; 2025Q4: 124,032 shares; 2026Q1: not reported; 2026Q2: 621,047 shares 621,047 $54.6M 0.11% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,940 shares; 2024Q4: 158,874 shares; 2025Q1: 160,362 shares; 2025Q2: 193,381 shares; 2025Q3: 201,025 shares; 2025Q4: 204,652 shares; 2026Q1: 204,332 shares; 2026Q2: 186,237 shares 186,237 $54.1M 0.1% -18,095 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: 263,478 shares; 2024Q4: 231,381 shares; 2025Q1: 258,953 shares; 2025Q2: 250,629 shares; 2025Q3: 252,591 shares; 2025Q4: 242,954 shares; 2026Q1: 354,150 shares; 2026Q2: 327,631 shares 327,631 $53.6M 0.1% -26,519 Timeline FLCB 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: 2,259,391 shares; 2024Q4: 2,189,598 shares; 2025Q1: 2,261,778 shares; 2025Q2: 2,119,085 shares; 2025Q3: 2,133,542 shares; 2025Q4: 2,189,063 shares; 2026Q1: 2,378,561 shares; 2026Q2: 2,468,864 shares 2,468,864 $52.8M 0.1% +90,303 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: 182,066 shares; 2024Q4: 208,572 shares; 2025Q1: 240,428 shares; 2025Q2: 262,323 shares; 2025Q3: 236,411 shares; 2025Q4: 188,700 shares; 2026Q1: 586,118 shares; 2026Q2: 571,699 shares 571,699 $52.4M 0.1% -14,419 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: 1,757,182 shares; 2024Q4: 1,379,094 shares; 2025Q1: 1,530,373 shares; 2025Q2: 1,085,048 shares; 2025Q3: 1,074,339 shares; 2025Q4: 1,093,935 shares; 2026Q1: 1,280,580 shares; 2026Q2: 1,429,695 shares 1,429,695 $52.2M 0.1% +149,115 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: 910,818 shares; 2024Q4: 881,318 shares; 2025Q1: 1,140,924 shares; 2025Q2: 1,055,359 shares; 2025Q3: 1,202,566 shares; 2025Q4: 1,109,045 shares; 2026Q1: 1,034,259 shares; 2026Q2: 1,133,112 shares 1,133,112 $52.2M 0.1% +98,853 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: not reported; 2024Q4: 888,873 shares; 2025Q1: 926,541 shares; 2025Q2: 1,171,450 shares; 2025Q3: 1,194,803 shares; 2025Q4: 881,042 shares; 2026Q1: 1,085,698 shares; 2026Q2: 1,215,633 shares 1,215,633 $51.5M 0.1% +129,935 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: 623,596 shares; 2024Q4: 607,648 shares; 2025Q1: 620,840 shares; 2025Q2: 629,554 shares; 2025Q3: 215,360 shares; 2025Q4: 203,191 shares; 2026Q1: not reported; 2026Q2: 203,626 shares 203,626 $51.4M 0.1% new 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: 431,520 shares; 2024Q4: 399,631 shares; 2025Q1: 394,055 shares; 2025Q2: 411,802 shares; 2025Q3: 441,369 shares; 2025Q4: 474,863 shares; 2026Q1: 481,712 shares; 2026Q2: 440,180 shares 440,180 $51.4M 0.1% -41,532 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: 85,571 shares; 2024Q4: 103,167 shares; 2025Q1: 123,233 shares; 2025Q2: 137,187 shares; 2025Q3: 150,601 shares; 2025Q4: 200,738 shares; 2026Q1: 199,995 shares; 2026Q2: 206,502 shares 206,502 $51.3M 0.1% +6,507 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: 1,499,607 shares; 2024Q4: 1,416,721 shares; 2025Q1: 1,074,812 shares; 2025Q2: 794,001 shares; 2025Q3: 626,446 shares; 2025Q4: 526,875 shares; 2026Q1: 534,263 shares; 2026Q2: 843,541 shares 843,541 $51.3M 0.1% +309,278 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,469 shares; 2024Q4: 129,465 shares; 2025Q1: 147,504 shares; 2025Q2: 156,855 shares; 2025Q3: 150,463 shares; 2025Q4: 142,989 shares; 2026Q1: 163,146 shares; 2026Q2: 211,679 shares 211,679 $50.6M 0.1% +48,533 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,926 shares; 2026Q2: 266,543 shares 266,543 $50.5M 0.1% +105,617 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: 440,169 shares; 2024Q4: 460,272 shares; 2025Q1: 469,660 shares; 2025Q2: 530,319 shares; 2025Q3: 547,494 shares; 2025Q4: 580,180 shares; 2026Q1: 627,777 shares; 2026Q2: 647,754 shares 647,754 $49.7M 0.1% +19,977 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,434,643 shares; 2025Q1: 1,202,336 shares; 2025Q2: 1,036,139 shares; 2025Q3: 868,773 shares; 2025Q4: 803,748 shares; 2026Q1: 783,476 shares; 2026Q2: 794,444 shares 794,444 $49.4M 0.1% +10,968 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,559 shares; 2024Q4: 135,786 shares; 2025Q1: 131,554 shares; 2025Q2: 121,881 shares; 2025Q3: 117,271 shares; 2025Q4: 145,738 shares; 2026Q1: not reported; 2026Q2: 142,016 shares 142,016 $48.9M 0.09% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 413,136 shares; 2025Q1: 408,062 shares; 2025Q2: 365,416 shares; 2025Q3: 346,267 shares; 2025Q4: 335,607 shares; 2026Q1: 339,366 shares; 2026Q2: 330,903 shares 330,903 $48.3M 0.09% -8,463 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: 1,465,402 shares; 2024Q4: 1,555,758 shares; 2025Q1: 1,553,463 shares; 2025Q2: 1,478,568 shares; 2025Q3: 1,700,154 shares; 2025Q4: 1,747,061 shares; 2026Q1: not reported; 2026Q2: 1,585,246 shares 1,585,246 $48.3M 0.09% new 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: 103,736 shares; 2024Q4: 105,784 shares; 2025Q1: 101,644 shares; 2025Q2: 94,634 shares; 2025Q3: 107,104 shares; 2025Q4: 112,316 shares; 2026Q1: 122,243 shares; 2026Q2: 120,522 shares 120,522 $47.9M 0.09% -1,721 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567,299 shares; 2026Q1: 721,300 shares; 2026Q2: 795,511 shares 795,511 $47.8M 0.09% +74,211 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: 352,648 shares; 2024Q4: 382,385 shares; 2025Q1: 443,812 shares; 2025Q2: 548,695 shares; 2025Q3: 618,702 shares; 2025Q4: 760,323 shares; 2026Q1: 1,012,598 shares; 2026Q2: 1,072,556 shares 1,072,556 $47.7M 0.09% +59,958 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: 778,551 shares; 2024Q4: 786,825 shares; 2025Q1: 816,552 shares; 2025Q2: 831,647 shares; 2025Q3: 897,210 shares; 2025Q4: 920,586 shares; 2026Q1: 971,693 shares; 2026Q2: 1,012,323 shares 1,012,323 $47.4M 0.09% +40,630 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: 697,273 shares; 2024Q4: 649,770 shares; 2025Q1: 675,488 shares; 2025Q2: 680,493 shares; 2025Q3: 692,255 shares; 2025Q4: 796,753 shares; 2026Q1: 826,787 shares; 2026Q2: 902,951 shares 902,951 $47.3M 0.09% +76,164 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,861 shares; 2024Q4: 84,320 shares; 2025Q1: 84,964 shares; 2025Q2: 85,333 shares; 2025Q3: 91,265 shares; 2025Q4: 90,426 shares; 2026Q1: 114,010 shares; 2026Q2: 116,071 shares 116,071 $47.3M 0.09% +2,061 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,384 shares; 2024Q4: 68,990 shares; 2025Q1: 70,286 shares; 2025Q2: 131,791 shares; 2025Q3: 128,393 shares; 2025Q4: 126,522 shares; 2026Q1: 200,271 shares; 2026Q2: 208,839 shares 208,839 $46.7M 0.09% +8,568 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: 334,406 shares; 2024Q4: 1,073,658 shares; 2025Q1: 1,114,329 shares; 2025Q2: 1,140,296 shares; 2025Q3: 1,203,188 shares; 2025Q4: 1,313,568 shares; 2026Q1: 1,406,718 shares; 2026Q2: 1,464,701 shares 1,464,701 $46.4M 0.09% +57,983 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,824 shares; 2024Q4: 536,744 shares; 2025Q1: 501,359 shares; 2025Q2: 487,902 shares; 2025Q3: 495,212 shares; 2025Q4: 447,559 shares; 2026Q1: 404,468 shares; 2026Q2: 819,429 shares 819,429 $46M 0.09% +414,961 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: 1,696,051 shares; 2024Q4: 1,772,842 shares; 2025Q1: 1,580,241 shares; 2025Q2: 765,607 shares; 2025Q3: 436,466 shares; 2025Q4: 443,455 shares; 2026Q1: 437,823 shares; 2026Q2: 449,441 shares 449,441 $46M 0.09% +11,618 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: 111,227 shares; 2024Q4: 111,981 shares; 2025Q1: 93,505 shares; 2025Q2: 96,038 shares; 2025Q3: 87,658 shares; 2025Q4: 88,782 shares; 2026Q1: 89,741 shares; 2026Q2: 93,577 shares 93,577 $46M 0.09% +3,836 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: 59,310 shares; 2024Q4: 60,479 shares; 2025Q1: 52,191 shares; 2025Q2: 54,692 shares; 2025Q3: 267,896 shares; 2025Q4: 283,487 shares; 2026Q1: 188,154 shares; 2026Q2: 188,688 shares 188,688 $45.7M 0.09% +534 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,206 shares; 2024Q4: 502,899 shares; 2025Q1: 615,539 shares; 2025Q2: 652,770 shares; 2025Q3: 691,125 shares; 2025Q4: 772,182 shares; 2026Q1: 838,996 shares; 2026Q2: 1,083,262 shares 1,083,262 $45.5M 0.09% +244,266 Timeline JEMA 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: 498,672 shares; 2024Q4: 526,595 shares; 2025Q1: 543,144 shares; 2025Q2: 611,837 shares; 2025Q3: 652,012 shares; 2025Q4: 766,434 shares; 2026Q1: 736,120 shares; 2026Q2: 709,308 shares 709,308 $45.3M 0.09% -26,812 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: 60,359 shares; 2024Q4: 69,220 shares; 2025Q1: 65,392 shares; 2025Q2: 59,823 shares; 2025Q3: 63,607 shares; 2025Q4: 67,004 shares; 2026Q1: 103,513 shares; 2026Q2: 410,476 shares 410,476 $45.2M 0.09% +306,963 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: 156,264 shares; 2024Q4: 150,219 shares; 2025Q1: 143,811 shares; 2025Q2: 107,849 shares; 2025Q3: 108,593 shares; 2025Q4: 110,000 shares; 2026Q1: 130,761 shares; 2026Q2: 148,564 shares 148,564 $45M 0.09% +17,803 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,011 shares; 2024Q4: 220,917 shares; 2025Q1: 214,597 shares; 2025Q2: 202,939 shares; 2025Q3: 202,134 shares; 2025Q4: 167,081 shares; 2026Q1: 171,559 shares; 2026Q2: 164,844 shares 164,844 $44.6M 0.09% -6,715 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: 257,017 shares; 2024Q4: 255,644 shares; 2025Q1: 256,954 shares; 2025Q2: 260,661 shares; 2025Q3: 265,288 shares; 2025Q4: 268,591 shares; 2026Q1: 268,029 shares; 2026Q2: 294,278 shares 294,278 $44.6M 0.09% +26,249 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965,644 shares; 2024Q4: 969,022 shares; 2025Q1: 966,482 shares; 2025Q2: 982,866 shares; 2025Q3: 1,024,144 shares; 2025Q4: 939,699 shares; 2026Q1: 930,712 shares; 2026Q2: 887,375 shares 887,375 $44.2M 0.09% -43,337 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,102 shares; 2024Q4: 251,025 shares; 2025Q1: 237,219 shares; 2025Q2: 204,798 shares; 2025Q3: 197,295 shares; 2025Q4: 196,285 shares; 2026Q1: 176,906 shares; 2026Q2: 185,309 shares 185,309 $44M 0.09% +8,403 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 195,392 shares 195,392 $43.7M 0.08% new 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: 53,486 shares; 2025Q3: 582,407 shares; 2025Q4: 784,574 shares; 2026Q1: 1,156,513 shares; 2026Q2: 1,240,110 shares 1,240,110 $43.7M 0.08% +83,597 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: 737,124 shares; 2024Q4: 954,727 shares; 2025Q1: 978,960 shares; 2025Q2: 705,861 shares; 2025Q3: 648,690 shares; 2025Q4: 720,934 shares; 2026Q1: 770,244 shares; 2026Q2: 758,403 shares 758,403 $43.7M 0.08% -11,841 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196,071 shares 196,071 $43.3M 0.08% new 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: 496,471 shares; 2024Q4: 520,941 shares; 2025Q1: 528,804 shares; 2025Q2: 519,934 shares; 2025Q3: 529,206 shares; 2025Q4: 542,997 shares; 2026Q1: 558,516 shares; 2026Q2: 569,971 shares 569,971 $43.2M 0.08% +11,455 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: 39,195 shares; 2024Q4: 42,985 shares; 2025Q1: 44,808 shares; 2025Q2: 44,533 shares; 2025Q3: 43,316 shares; 2025Q4: 50,028 shares; 2026Q1: not reported; 2026Q2: 60,100 shares 60,100 $42.9M 0.08% new 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: 69,333 shares; 2024Q4: 58,768 shares; 2025Q1: 57,707 shares; 2025Q2: 59,920 shares; 2025Q3: 60,079 shares; 2025Q4: 58,094 shares; 2026Q1: 62,181 shares; 2026Q2: 56,108 shares 56,108 $42.8M 0.08% -6,073 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,425 shares; 2024Q4: 92,192 shares; 2025Q1: 68,619 shares; 2025Q2: 71,890 shares; 2025Q3: 77,456 shares; 2025Q4: 70,353 shares; 2026Q1: 84,324 shares; 2026Q2: 85,735 shares 85,735 $42.6M 0.08% +1,411 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: 2,232,625 shares; 2024Q4: 2,254,967 shares; 2025Q1: 2,183,390 shares; 2025Q2: 2,158,952 shares; 2025Q3: 2,087,897 shares; 2025Q4: 2,053,074 shares; 2026Q1: 2,061,343 shares; 2026Q2: 2,052,959 shares 2,052,959 $42.5M 0.08% -8,384 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507,363 shares; 2024Q4: 525,090 shares; 2025Q1: 489,796 shares; 2025Q2: 494,840 shares; 2025Q3: 493,907 shares; 2025Q4: 489,601 shares; 2026Q1: 532,758 shares; 2026Q2: 500,357 shares 500,357 $42.3M 0.08% -32,401 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549,879 shares; 2026Q2: 843,332 shares 843,332 $42.2M 0.08% +293,453 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: 51,766 shares; 2024Q4: not reported; 2025Q1: 84,713 shares; 2025Q2: 88,931 shares; 2025Q3: 89,740 shares; 2025Q4: 103,679 shares; 2026Q1: 466,860 shares; 2026Q2: 418,167 shares 418,167 $42.1M 0.08% -48,693 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,691 shares; 2024Q4: 279,208 shares; 2025Q1: 255,079 shares; 2025Q2: 250,241 shares; 2025Q3: 250,359 shares; 2025Q4: 242,612 shares; 2026Q1: 251,286 shares; 2026Q2: 357,736 shares 357,736 $41.9M 0.08% +106,450 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024,151 shares; 2024Q4: 1,071,837 shares; 2025Q1: 1,110,716 shares; 2025Q2: 1,222,004 shares; 2025Q3: 1,253,715 shares; 2025Q4: 1,187,862 shares; 2026Q1: 1,191,618 shares; 2026Q2: 1,201,994 shares 1,201,994 $41.6M 0.08% +10,376 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599,236 shares; 2024Q4: 613,687 shares; 2025Q1: 677,915 shares; 2025Q2: 733,223 shares; 2025Q3: 707,527 shares; 2025Q4: 701,200 shares; 2026Q1: 692,160 shares; 2026Q2: 606,277 shares 606,277 $41.4M 0.08% -85,883 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: 2,614,128 shares; 2024Q4: 2,873,566 shares; 2025Q1: 2,820,605 shares; 2025Q2: 2,722,208 shares; 2025Q3: 2,854,844 shares; 2025Q4: 3,012,343 shares; 2026Q1: 3,138,094 shares; 2026Q2: 497,578 shares 497,578 $41.3M 0.08% -2,640,516 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,851 shares; 2024Q4: 281,145 shares; 2025Q1: 321,491 shares; 2025Q2: 294,313 shares; 2025Q3: 283,493 shares; 2025Q4: 289,831 shares; 2026Q1: 306,164 shares; 2026Q2: 347,721 shares 347,721 $41M 0.08% +41,557 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,323 shares; 2024Q4: 184,484 shares; 2025Q1: 184,768 shares; 2025Q2: 199,045 shares; 2025Q3: 190,128 shares; 2025Q4: 181,403 shares; 2026Q1: 219,528 shares; 2026Q2: 214,225 shares 214,225 $40.8M 0.08% -5,303 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: 485,885 shares; 2024Q4: 713,298 shares; 2025Q1: 764,411 shares; 2025Q2: 779,069 shares; 2025Q3: 748,544 shares; 2025Q4: 837,305 shares; 2026Q1: 911,680 shares; 2026Q2: 944,146 shares 944,146 $40.7M 0.08% +32,466 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: 379,060 shares; 2024Q4: 381,347 shares; 2025Q1: 387,807 shares; 2025Q2: 359,551 shares; 2025Q3: 366,895 shares; 2025Q4: 373,869 shares; 2026Q1: 383,517 shares; 2026Q2: 421,712 shares 421,712 $40.4M 0.08% +38,195 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,853 shares; 2024Q4: 216,625 shares; 2025Q1: 214,184 shares; 2025Q2: 218,081 shares; 2025Q3: 219,191 shares; 2025Q4: 222,062 shares; 2026Q1: 229,750 shares; 2026Q2: 234,191 shares 234,191 $39.6M 0.08% +4,441 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427,224 shares; 2024Q4: not reported; 2025Q1: 456,739 shares; 2025Q2: 460,990 shares; 2025Q3: 476,001 shares; 2025Q4: 488,107 shares; 2026Q1: 546,790 shares; 2026Q2: 571,211 shares 571,211 $39.4M 0.08% +24,421 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: 278,230 shares; 2024Q4: not reported; 2025Q1: 287,091 shares; 2025Q2: 284,142 shares; 2025Q3: 207,025 shares; 2025Q4: 240,436 shares; 2026Q1: 321,401 shares; 2026Q2: 356,891 shares 356,891 $39.2M 0.08% +35,490 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586,741 shares; 2024Q4: 660,447 shares; 2025Q1: 693,730 shares; 2025Q2: 593,178 shares; 2025Q3: 619,307 shares; 2025Q4: 775,677 shares; 2026Q1: 731,611 shares; 2026Q2: 736,251 shares 736,251 $39.1M 0.08% +4,640 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: 281,218 shares; 2024Q4: 260,075 shares; 2025Q1: 262,548 shares; 2025Q2: 248,775 shares; 2025Q3: 191,548 shares; 2025Q4: 156,758 shares; 2026Q1: 134,615 shares; 2026Q2: 130,319 shares 130,319 $39M 0.08% -4,296 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: 400,094 shares; 2024Q4: 384,916 shares; 2025Q1: 384,118 shares; 2025Q2: 294,494 shares; 2025Q3: 322,392 shares; 2025Q4: 322,214 shares; 2026Q1: 287,997 shares; 2026Q2: 273,806 shares 273,806 $38.9M 0.08% -14,191 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 33,124 shares; 2025Q3: 266,278 shares; 2025Q4: 386,967 shares; 2026Q1: not reported; 2026Q2: 1,171,983 shares 1,171,983 $38.6M 0.07% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,935 shares; 2024Q4: 275,535 shares; 2025Q1: 250,935 shares; 2025Q2: 141,628 shares; 2025Q3: 142,208 shares; 2025Q4: 238,963 shares; 2026Q1: 253,525 shares; 2026Q2: 263,066 shares 263,066 $38M 0.07% +9,541 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,998 shares; 2024Q4: 249,622 shares; 2025Q1: 224,038 shares; 2025Q2: 310,389 shares; 2025Q3: 313,282 shares; 2025Q4: 319,855 shares; 2026Q1: 311,826 shares; 2026Q2: 241,904 shares 241,904 $37.9M 0.07% -69,922 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,277 shares; 2024Q4: 26,192 shares; 2025Q1: 28,894 shares; 2025Q2: 23,651 shares; 2025Q3: 26,677 shares; 2025Q4: 37,611 shares; 2026Q1: 39,303 shares; 2026Q2: 33,187 shares 33,187 $37.6M 0.07% -6,116 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: 213,703 shares; 2024Q4: 213,161 shares; 2025Q1: 214,457 shares; 2025Q2: 211,111 shares; 2025Q3: 217,362 shares; 2025Q4: 220,730 shares; 2026Q1: 238,781 shares; 2026Q2: 240,143 shares 240,143 $37.5M 0.07% +1,362 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,125 shares; 2024Q4: 91,158 shares; 2025Q1: 255,348 shares; 2025Q2: 239,293 shares; 2025Q3: 276,800 shares; 2025Q4: 304,735 shares; 2026Q1: 956,335 shares; 2026Q2: 948,830 shares 948,830 $37.5M 0.07% -7,505 Timeline FLGV 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: 1,554,731 shares; 2024Q4: 1,799,015 shares; 2025Q1: 1,952,975 shares; 2025Q2: 2,095,403 shares; 2025Q3: 2,117,960 shares; 2025Q4: 2,179,614 shares; 2026Q1: 1,747,242 shares; 2026Q2: 1,844,949 shares 1,844,949 $37.4M 0.07% +97,707 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: 36,496 shares; 2024Q4: 33,161 shares; 2025Q1: 34,617 shares; 2025Q2: 34,315 shares; 2025Q3: 69,245 shares; 2025Q4: 74,234 shares; 2026Q1: 86,904 shares; 2026Q2: 198,097 shares 198,097 $37.3M 0.07% +111,193 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: 505,869 shares; 2024Q4: 513,339 shares; 2025Q1: 497,334 shares; 2025Q2: 488,470 shares; 2025Q3: 511,745 shares; 2025Q4: 506,018 shares; 2026Q1: not reported; 2026Q2: 487,338 shares 487,338 $37M 0.07% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,173 shares; 2024Q4: 145,849 shares; 2025Q1: 136,618 shares; 2025Q2: 134,344 shares; 2025Q3: 131,189 shares; 2025Q4: 139,679 shares; 2026Q1: 145,016 shares; 2026Q2: 144,236 shares 144,236 $36.9M 0.07% -780 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747,378 shares; 2024Q4: 848,749 shares; 2025Q1: 873,516 shares; 2025Q2: 871,993 shares; 2025Q3: 915,518 shares; 2025Q4: 938,815 shares; 2026Q1: 941,580 shares; 2026Q2: 996,112 shares 996,112 $36.6M 0.07% +54,532 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: 109,127 shares; 2024Q4: 134,680 shares; 2025Q1: 121,647 shares; 2025Q2: 122,246 shares; 2025Q3: 75,699 shares; 2025Q4: 71,671 shares; 2026Q1: 66,648 shares; 2026Q2: 235,620 shares 235,620 $36.2M 0.07% +168,972 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 235,779 shares; 2025Q1: 250,106 shares; 2025Q2: 272,521 shares; 2025Q3: 202,809 shares; 2025Q4: 232,860 shares; 2026Q1: 299,291 shares; 2026Q2: 368,566 shares 368,566 $36.2M 0.07% +69,275 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: 582,705 shares; 2024Q4: 569,493 shares; 2025Q1: 531,424 shares; 2025Q2: 497,400 shares; 2025Q3: 487,673 shares; 2025Q4: 486,740 shares; 2026Q1: 445,881 shares; 2026Q2: 391,803 shares 391,803 $36.2M 0.07% -54,078 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,777 shares; 2024Q4: 299,173 shares; 2025Q1: 287,375 shares; 2025Q2: 274,399 shares; 2025Q3: 278,950 shares; 2025Q4: 278,070 shares; 2026Q1: not reported; 2026Q2: 345,845 shares 345,845 $36M 0.07% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,696 shares; 2024Q4: 190,362 shares; 2025Q1: 157,541 shares; 2025Q2: 145,349 shares; 2025Q3: 152,182 shares; 2025Q4: 161,650 shares; 2026Q1: 195,785 shares; 2026Q2: 413,189 shares 413,189 $35.9M 0.07% +217,404 Timeline FLQL 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: 394,186 shares; 2024Q4: 394,239 shares; 2025Q1: 388,574 shares; 2025Q2: 370,460 shares; 2025Q3: 381,481 shares; 2025Q4: 397,437 shares; 2026Q1: 448,344 shares; 2026Q2: 458,045 shares 458,045 $35.9M 0.07% +9,701 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: 308,732 shares; 2024Q4: 291,695 shares; 2025Q1: 250,810 shares; 2025Q2: 224,185 shares; 2025Q3: 242,449 shares; 2025Q4: 232,266 shares; 2026Q1: not reported; 2026Q2: 220,579 shares 220,579 $35.7M 0.07% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,985 shares; 2024Q4: 109,469 shares; 2025Q1: 110,315 shares; 2025Q2: 149,864 shares; 2025Q3: 177,904 shares; 2025Q4: 171,705 shares; 2026Q1: 185,581 shares; 2026Q2: 213,611 shares 213,611 $35.6M 0.07% +28,030 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: 314,956 shares; 2024Q4: 307,912 shares; 2025Q1: 291,043 shares; 2025Q2: 305,786 shares; 2025Q3: 316,935 shares; 2025Q4: 311,776 shares; 2026Q1: 385,974 shares; 2026Q2: 700,810 shares 700,810 $35.4M 0.07% +314,836 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,239 shares; 2024Q4: 258,942 shares; 2025Q1: 315,098 shares; 2025Q2: 315,017 shares; 2025Q3: 393,434 shares; 2025Q4: 373,670 shares; 2026Q1: 343,226 shares; 2026Q2: 340,755 shares 340,755 $35.3M 0.07% -2,471 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,089 shares; 2024Q4: 133,337 shares; 2025Q1: 161,132 shares; 2025Q2: 179,242 shares; 2025Q3: 181,860 shares; 2025Q4: 171,629 shares; 2026Q1: not reported; 2026Q2: 173,915 shares 173,915 $35.1M 0.07% new 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: 36,744 shares; 2024Q4: 65,381 shares; 2025Q1: 84,611 shares; 2025Q2: 87,086 shares; 2025Q3: 92,341 shares; 2025Q4: 214,316 shares; 2026Q1: 235,602 shares; 2026Q2: 263,029 shares 263,029 $35M 0.07% +27,427 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,842 shares; 2024Q4: 550,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576,821 shares; 2025Q4: 565,602 shares; 2026Q1: 559,237 shares; 2026Q2: 560,626 shares 560,626 $34.7M 0.07% +1,389 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: 1,354,457 shares; 2024Q4: 1,281,303 shares; 2025Q1: 1,245,760 shares; 2025Q2: 1,100,663 shares; 2025Q3: 1,221,727 shares; 2025Q4: 1,281,295 shares; 2026Q1: 1,215,856 shares; 2026Q2: 418,568 shares 418,568 $34.6M 0.07% -797,288 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,409 shares; 2024Q4: 112,037 shares; 2025Q1: 105,319 shares; 2025Q2: 105,809 shares; 2025Q3: 102,746 shares; 2025Q4: 105,274 shares; 2026Q1: 108,877 shares; 2026Q2: 109,747 shares 109,747 $34.5M 0.07% +870 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: 278,387 shares; 2024Q4: 302,378 shares; 2025Q1: 302,092 shares; 2025Q2: 368,348 shares; 2025Q3: 401,301 shares; 2025Q4: 418,008 shares; 2026Q1: not reported; 2026Q2: 365,657 shares 365,657 $34.3M 0.07% new 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: 46,202 shares; 2024Q4: 44,303 shares; 2025Q1: 46,811 shares; 2025Q2: 46,616 shares; 2025Q3: 46,299 shares; 2025Q4: 47,459 shares; 2026Q1: 47,817 shares; 2026Q2: 45,392 shares 45,392 $34.3M 0.07% -2,425 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,181 shares; 2024Q4: 62,880 shares; 2025Q1: 62,880 shares; 2025Q2: 65,132 shares; 2025Q3: 69,204 shares; 2025Q4: 46,851 shares; 2026Q1: 115,891 shares; 2026Q2: 112,844 shares 112,844 $34.2M 0.07% -3,047 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,549 shares; 2024Q4: 222,533 shares; 2025Q1: 240,882 shares; 2025Q2: 224,641 shares; 2025Q3: 224,033 shares; 2025Q4: 226,484 shares; 2026Q1: 168,439 shares; 2026Q2: 121,472 shares 121,472 $34.1M 0.07% -46,967 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,772 shares; 2024Q4: 218,664 shares; 2025Q1: 222,815 shares; 2025Q2: 227,690 shares; 2025Q3: 228,663 shares; 2025Q4: 229,687 shares; 2026Q1: 227,837 shares; 2026Q2: 210,582 shares 210,582 $34.1M 0.07% -17,255 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: 134,162 shares; 2024Q4: 151,102 shares; 2025Q1: 155,619 shares; 2025Q2: 196,500 shares; 2025Q3: 392,949 shares; 2025Q4: 528,373 shares; 2026Q1: 753,833 shares; 2026Q2: 908,136 shares 908,136 $34.1M 0.07% +154,303 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: 170,949 shares; 2024Q4: 204,067 shares; 2025Q1: 225,176 shares; 2025Q2: 235,936 shares; 2025Q3: 238,080 shares; 2025Q4: 242,164 shares; 2026Q1: 238,136 shares; 2026Q2: 248,727 shares 248,727 $34M 0.07% +10,591 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: 55,120 shares; 2024Q4: 55,943 shares; 2025Q1: 54,663 shares; 2025Q2: 57,173 shares; 2025Q3: 58,817 shares; 2025Q4: 60,891 shares; 2026Q1: not reported; 2026Q2: 64,652 shares 64,652 $33.8M 0.07% new 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: 82,261 shares; 2024Q4: 84,881 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,905 shares; 2025Q4: 91,443 shares; 2026Q1: not reported; 2026Q2: 97,994 shares 97,994 $33.7M 0.07% new 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: 54,890 shares; 2024Q4: 54,234 shares; 2025Q1: 56,366 shares; 2025Q2: 61,207 shares; 2025Q3: 56,885 shares; 2025Q4: 256,559 shares; 2026Q1: 317,470 shares; 2026Q2: 338,446 shares 338,446 $33.6M 0.07% +20,976 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: 720,484 shares; 2024Q4: 559,672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620,477 shares; 2025Q4: 651,858 shares; 2026Q1: 781,863 shares; 2026Q2: 801,125 shares 801,125 $33.5M 0.06% +19,262 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,397 shares; 2024Q4: 104,542 shares; 2025Q1: 98,441 shares; 2025Q2: 90,567 shares; 2025Q3: 75,653 shares; 2025Q4: 216,419 shares; 2026Q1: 260,869 shares; 2026Q2: 268,895 shares 268,895 $33.5M 0.06% +8,026 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: 104,243 shares; 2024Q4: 106,132 shares; 2025Q1: 106,308 shares; 2025Q2: 105,581 shares; 2025Q3: 109,015 shares; 2025Q4: 130,624 shares; 2026Q1: 144,059 shares; 2026Q2: 203,659 shares 203,659 $33.5M 0.06% +59,600 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246,582 shares 246,582 $33.4M 0.06% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,726 shares; 2024Q4: 408,576 shares; 2025Q1: 391,689 shares; 2025Q2: 277,397 shares; 2025Q3: 272,845 shares; 2025Q4: 275,952 shares; 2026Q1: 274,867 shares; 2026Q2: 275,322 shares 275,322 $33.4M 0.06% +455 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: 273,929 shares; 2024Q4: 246,498 shares; 2025Q1: 240,094 shares; 2025Q2: 252,471 shares; 2025Q3: 232,636 shares; 2025Q4: 185,726 shares; 2026Q1: 340,211 shares; 2026Q2: 326,310 shares 326,310 $33.3M 0.06% -13,901 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: 190,234 shares; 2024Q4: not reported; 2025Q1: 141,934 shares; 2025Q2: 150,080 shares; 2025Q3: 154,762 shares; 2025Q4: 164,721 shares; 2026Q1: 170,195 shares; 2026Q2: 153,991 shares 153,991 $33.3M 0.06% -16,204 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834,221 shares; 2024Q4: 899,366 shares; 2025Q1: 1,013,110 shares; 2025Q2: 985,680 shares; 2025Q3: 994,019 shares; 2025Q4: 873,157 shares; 2026Q1: 628,595 shares; 2026Q2: 605,984 shares 605,984 $32.9M 0.06% -22,611 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,494 shares; 2024Q4: 217,341 shares; 2025Q1: 257,068 shares; 2025Q2: 267,821 shares; 2025Q3: 248,176 shares; 2025Q4: 262,795 shares; 2026Q1: 251,970 shares; 2026Q2: 209,167 shares 209,167 $32.8M 0.06% -42,803 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,102 shares; 2024Q4: 86,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,556 shares; 2025Q4: 72,545 shares; 2026Q1: 80,596 shares; 2026Q2: 88,209 shares 88,209 $32.7M 0.06% +7,613 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,313 shares; 2024Q4: 115,208 shares; 2025Q1: 132,923 shares; 2025Q2: 145,276 shares; 2025Q3: 352,183 shares; 2025Q4: 430,659 shares; 2026Q1: 563,607 shares; 2026Q2: 656,857 shares 656,857 $32.5M 0.06% +93,250 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: 278,951 shares; 2024Q4: 271,406 shares; 2025Q1: 266,738 shares; 2025Q2: 270,737 shares; 2025Q3: 404,095 shares; 2025Q4: 421,013 shares; 2026Q1: 440,218 shares; 2026Q2: 446,030 shares 446,030 $32.5M 0.06% +5,812 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: 818,839 shares; 2024Q4: 881,059 shares; 2025Q1: 965,916 shares; 2025Q2: 1,026,106 shares; 2025Q3: 793,500 shares; 2025Q4: 795,657 shares; 2026Q1: 852,864 shares; 2026Q2: 454,705 shares 454,705 $32.4M 0.06% -398,159 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,579 shares; 2024Q4: 127,698 shares; 2025Q1: 133,730 shares; 2025Q2: 74,220 shares; 2025Q3: 68,665 shares; 2025Q4: 109,419 shares; 2026Q1: 104,726 shares; 2026Q2: 106,358 shares 106,358 $32.1M 0.06% +1,632 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214,456 shares; 2024Q4: 1,198,784 shares; 2025Q1: 1,186,004 shares; 2025Q2: 1,161,809 shares; 2025Q3: 961,843 shares; 2025Q4: 922,395 shares; 2026Q1: 595,983 shares; 2026Q2: 574,411 shares 574,411 $32M 0.06% -21,572 Timeline VCR 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: 60,534 shares; 2024Q4: 64,004 shares; 2025Q1: 69,159 shares; 2025Q2: 68,180 shares; 2025Q3: 69,447 shares; 2025Q4: 74,924 shares; 2026Q1: 77,735 shares; 2026Q2: 79,616 shares 79,616 $31.6M 0.06% +1,881 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: 136,619 shares; 2024Q4: 130,907 shares; 2025Q1: 130,501 shares; 2025Q2: 177,128 shares; 2025Q3: 188,339 shares; 2025Q4: 208,937 shares; 2026Q1: 233,162 shares; 2026Q2: 293,191 shares 293,191 $31.6M 0.06% +60,029 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,495 shares; 2024Q4: 43,930 shares; 2025Q1: 41,865 shares; 2025Q2: 50,104 shares; 2025Q3: 47,144 shares; 2025Q4: 52,670 shares; 2026Q1: 44,437 shares; 2026Q2: 44,841 shares 44,841 $31.5M 0.06% +404 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,917 shares; 2024Q4: 28,723 shares; 2025Q1: 28,545 shares; 2025Q2: 31,317 shares; 2025Q3: 30,552 shares; 2025Q4: 32,206 shares; 2026Q1: 31,084 shares; 2026Q2: 60,086 shares 60,086 $31.4M 0.06% +29,002 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: 565,850 shares; 2024Q4: 580,744 shares; 2025Q1: 618,950 shares; 2025Q2: 638,934 shares; 2025Q3: 641,116 shares; 2025Q4: 654,868 shares; 2026Q1: 657,281 shares; 2026Q2: 645,928 shares 645,928 $31.4M 0.06% -11,353 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: 192,853 shares; 2025Q1: 223,354 shares; 2025Q2: 289,006 shares; 2025Q3: 382,134 shares; 2025Q4: 440,192 shares; 2026Q1: 1,448,425 shares; 2026Q2: 1,599,224 shares 1,599,224 $31.3M 0.06% +150,799 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200,787 shares; 2025Q1: 191,845 shares; 2025Q2: 188,193 shares; 2025Q3: 195,992 shares; 2025Q4: 197,929 shares; 2026Q1: 231,810 shares; 2026Q2: 264,002 shares 264,002 $31.2M 0.06% +32,192 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: 405,974 shares; 2024Q4: 387,358 shares; 2025Q1: 378,154 shares; 2025Q2: 389,578 shares; 2025Q3: 388,643 shares; 2025Q4: 346,749 shares; 2026Q1: 335,488 shares; 2026Q2: 324,330 shares 324,330 $31.2M 0.06% -11,158 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,469 shares; 2024Q4: 91,658 shares; 2025Q1: 104,517 shares; 2025Q2: 174,341 shares; 2025Q3: 159,185 shares; 2025Q4: 266,126 shares; 2026Q1: 270,428 shares; 2026Q2: 239,538 shares 239,538 $31.1M 0.06% -30,890 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: 108,178 shares; 2024Q4: 115,401 shares; 2025Q1: 108,723 shares; 2025Q2: 97,767 shares; 2025Q3: 94,208 shares; 2025Q4: 94,971 shares; 2026Q1: 98,395 shares; 2026Q2: 92,358 shares 92,358 $30.9M 0.06% -6,037 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: 21,755 shares; 2024Q4: 69,732 shares; 2025Q1: 243,615 shares; 2025Q2: 514,100 shares; 2025Q3: 886,905 shares; 2025Q4: 1,056,937 shares; 2026Q1: 1,150,882 shares; 2026Q2: 1,164,979 shares 1,164,979 $30.9M 0.06% +14,097 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,982 shares; 2024Q4: 207,579 shares; 2025Q1: 235,460 shares; 2025Q2: 242,701 shares; 2025Q3: 239,925 shares; 2025Q4: 213,158 shares; 2026Q1: 352,631 shares; 2026Q2: 327,910 shares 327,910 $30.9M 0.06% -24,721 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,397 shares; 2024Q4: 197,086 shares; 2025Q1: 183,792 shares; 2025Q2: 201,451 shares; 2025Q3: 208,341 shares; 2025Q4: 184,160 shares; 2026Q1: 190,734 shares; 2026Q2: 182,875 shares 182,875 $30.7M 0.06% -7,859 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,756 shares; 2024Q4: 30,284 shares; 2025Q1: 29,912 shares; 2025Q2: 68,858 shares; 2025Q3: 70,252 shares; 2025Q4: 71,378 shares; 2026Q1: 84,913 shares; 2026Q2: 96,178 shares 96,178 $30.6M 0.06% +11,265 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 696,804 shares; 2024Q4: 1,179,081 shares; 2025Q1: 937,439 shares; 2025Q2: 501,972 shares; 2025Q3: 524,146 shares; 2025Q4: 562,031 shares; 2026Q1: 532,139 shares; 2026Q2: 643,036 shares 643,036 $30.6M 0.06% +110,897 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,211 shares; 2024Q4: 21,064 shares; 2025Q1: 110,396 shares; 2025Q2: 118,787 shares; 2025Q3: 138,184 shares; 2025Q4: 460,598 shares; 2026Q1: 453,961 shares; 2026Q2: 415,733 shares 415,733 $30.3M 0.06% -38,228 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,634 shares; 2024Q4: 30,122 shares; 2025Q1: 43,236 shares; 2025Q2: 32,491 shares; 2025Q3: 74,570 shares; 2025Q4: 113,147 shares; 2026Q1: 209,090 shares; 2026Q2: 205,437 shares 205,437 $30M 0.06% -3,653 Timeline VGK 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: 260,461 shares; 2024Q4: 271,767 shares; 2025Q1: 288,738 shares; 2025Q2: 322,596 shares; 2025Q3: 330,341 shares; 2025Q4: 311,082 shares; 2026Q1: 328,577 shares; 2026Q2: 333,186 shares 333,186 $29.5M 0.06% +4,609 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,876 shares; 2024Q4: 38,888 shares; 2025Q1: 34,953 shares; 2025Q2: 37,146 shares; 2025Q3: 37,276 shares; 2025Q4: 57,367 shares; 2026Q1: 63,931 shares; 2026Q2: 70,662 shares 70,662 $29.3M 0.06% +6,731 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,580 shares; 2024Q4: 384,365 shares; 2025Q1: 538,685 shares; 2025Q2: 565,212 shares; 2025Q3: 561,481 shares; 2025Q4: 496,967 shares; 2026Q1: 549,908 shares; 2026Q2: 561,275 shares 561,275 $29.1M 0.06% +11,367 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,711 shares; 2024Q4: 178,142 shares; 2025Q1: 167,240 shares; 2025Q2: 140,434 shares; 2025Q3: 128,149 shares; 2025Q4: 84,354 shares; 2026Q1: 88,590 shares; 2026Q2: 170,542 shares 170,542 $29M 0.06% +81,952 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: 251,501 shares; 2024Q4: 170,744 shares; 2025Q1: 155,085 shares; 2025Q2: 149,079 shares; 2025Q3: 145,757 shares; 2025Q4: 160,042 shares; 2026Q1: 250,177 shares; 2026Q2: 330,047 shares 330,047 $29M 0.06% +79,870 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: 401,665 shares; 2024Q4: 401,416 shares; 2025Q1: 310,636 shares; 2025Q2: 309,557 shares; 2025Q3: 302,554 shares; 2025Q4: 279,252 shares; 2026Q1: 316,089 shares; 2026Q2: 392,020 shares 392,020 $28.8M 0.06% +75,931 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,614 shares; 2024Q4: 119,199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,825 shares; 2025Q4: 167,131 shares; 2026Q1: 186,612 shares; 2026Q2: 188,798 shares 188,798 $28.6M 0.06% +2,186 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695,481 shares; 2025Q4: 724,130 shares; 2026Q1: 927,408 shares; 2026Q2: 1,102,681 shares 1,102,681 $28.5M 0.06% +175,273 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: 245,000 shares; 2024Q4: 243,565 shares; 2025Q1: 230,183 shares; 2025Q2: 244,507 shares; 2025Q3: 216,501 shares; 2025Q4: 162,339 shares; 2026Q1: 233,896 shares; 2026Q2: 257,114 shares 257,114 $28.4M 0.05% +23,218 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,263 shares; 2024Q4: 114,880 shares; 2025Q1: 119,688 shares; 2025Q2: 122,825 shares; 2025Q3: 117,946 shares; 2025Q4: 118,349 shares; 2026Q1: 119,264 shares; 2026Q2: 119,372 shares 119,372 $28.3M 0.05% +108 Timeline BBAG 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: 674,826 shares; 2024Q4: 439,804 shares; 2025Q1: 523,436 shares; 2025Q2: 533,719 shares; 2025Q3: 590,514 shares; 2025Q4: 585,787 shares; 2026Q1: 571,546 shares; 2026Q2: 615,885 shares 615,885 $28.3M 0.05% +44,339 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,844 shares; 2024Q4: 86,465 shares; 2025Q1: 75,582 shares; 2025Q2: 64,825 shares; 2025Q3: 57,770 shares; 2025Q4: 61,411 shares; 2026Q1: 67,409 shares; 2026Q2: 92,061 shares 92,061 $28.2M 0.05% +24,652 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,131 shares; 2024Q4: 193,541 shares; 2025Q1: 256,775 shares; 2025Q2: 300,547 shares; 2025Q3: 336,358 shares; 2025Q4: 332,329 shares; 2026Q1: 380,581 shares; 2026Q2: 470,344 shares 470,344 $27.7M 0.05% +89,763 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: 166,814 shares; 2024Q4: 160,821 shares; 2025Q1: 159,063 shares; 2025Q2: 189,070 shares; 2025Q3: 181,690 shares; 2025Q4: 198,065 shares; 2026Q1: 229,628 shares; 2026Q2: 242,597 shares 242,597 $27.7M 0.05% +12,969 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,818 shares; 2024Q4: 29,344 shares; 2025Q1: 60,950 shares; 2025Q2: 66,963 shares; 2025Q3: 72,357 shares; 2025Q4: 88,509 shares; 2026Q1: 90,361 shares; 2026Q2: 103,024 shares 103,024 $27.7M 0.05% +12,663 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,370 shares; 2024Q4: 181,672 shares; 2025Q1: 180,659 shares; 2025Q2: 180,567 shares; 2025Q3: 181,668 shares; 2025Q4: 180,219 shares; 2026Q1: 179,803 shares; 2026Q2: 181,714 shares 181,714 $27.6M 0.05% +1,911 Timeline NJAN 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: 309,584 shares; 2024Q4: 322,153 shares; 2025Q1: 331,567 shares; 2025Q2: 340,314 shares; 2025Q3: 449,734 shares; 2025Q4: 455,286 shares; 2026Q1: 452,190 shares; 2026Q2: 464,058 shares 464,058 $27.4M 0.05% +11,868 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,611 shares; 2024Q4: 16,502 shares; 2025Q1: 17,679 shares; 2025Q2: 19,543 shares; 2025Q3: 19,269 shares; 2025Q4: 57,413 shares; 2026Q1: not reported; 2026Q2: 62,385 shares 62,385 $27.3M 0.05% new 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: 1,148,064 shares; 2024Q4: 1,208,604 shares; 2025Q1: 1,302,783 shares; 2025Q2: 1,384,120 shares; 2025Q3: 1,514,034 shares; 2025Q4: 1,579,659 shares; 2026Q1: 1,357,562 shares; 2026Q2: 519,865 shares 519,865 $27.2M 0.05% -837,697 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: 794,010 shares; 2024Q4: 772,132 shares; 2025Q1: 738,087 shares; 2025Q2: 735,412 shares; 2025Q3: 938,667 shares; 2025Q4: 968,638 shares; 2026Q1: 1,010,540 shares; 2026Q2: 1,065,592 shares 1,065,592 $27.2M 0.05% +55,052 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: 38 shares; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 31 shares; 2026Q2: 36 shares 36 $27M 0.05% +5 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,668 shares; 2024Q4: 174,798 shares; 2025Q1: 198,367 shares; 2025Q2: 280,069 shares; 2025Q3: 284,929 shares; 2025Q4: 201,514 shares; 2026Q1: 178,774 shares; 2026Q2: 169,767 shares 169,767 $26.9M 0.05% -9,007 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: 267,538 shares; 2024Q4: 271,962 shares; 2025Q1: 268,945 shares; 2025Q2: 269,425 shares; 2025Q3: 270,589 shares; 2025Q4: 279,798 shares; 2026Q1: 285,999 shares; 2026Q2: 288,295 shares 288,295 $26.9M 0.05% +2,296 Timeline FMB 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: 268,011 shares; 2024Q4: 308,349 shares; 2025Q1: 322,047 shares; 2025Q2: 336,696 shares; 2025Q3: 373,672 shares; 2025Q4: 420,652 shares; 2026Q1: 468,362 shares; 2026Q2: 519,985 shares 519,985 $26.7M 0.05% +51,623 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: 5,500 shares; 2025Q2: 83,805 shares; 2025Q3: 134,310 shares; 2025Q4: 167,596 shares; 2026Q1: 462,933 shares; 2026Q2: 545,895 shares 545,895 $26.7M 0.05% +82,962 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,761 shares; 2024Q4: 20,647 shares; 2025Q1: 20,779 shares; 2025Q2: 318,703 shares; 2025Q3: 332,529 shares; 2025Q4: 340,749 shares; 2026Q1: 282,537 shares; 2026Q2: 289,632 shares 289,632 $26.7M 0.05% +7,095 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 242,876 shares; 2025Q1: 260,672 shares; 2025Q2: 266,687 shares; 2025Q3: 276,450 shares; 2025Q4: 296,699 shares; 2026Q1: 539,000 shares; 2026Q2: 548,463 shares 548,463 $26.6M 0.05% +9,463 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,214 shares; 2024Q4: 39,464 shares; 2025Q1: 39,460 shares; 2025Q2: 50,653 shares; 2025Q3: 38,289 shares; 2025Q4: 44,575 shares; 2026Q1: 47,710 shares; 2026Q2: 51,543 shares 51,543 $26.6M 0.05% +3,833 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,194 shares; 2024Q4: 387,487 shares; 2025Q1: 388,712 shares; 2025Q2: 385,117 shares; 2025Q3: 386,166 shares; 2025Q4: 276,684 shares; 2026Q1: 274,739 shares; 2026Q2: 289,021 shares 289,021 $26.5M 0.05% +14,282 Timeline VOX 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: 100,190 shares; 2024Q4: 107,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,121 shares; 2025Q4: 115,632 shares; 2026Q1: 136,855 shares; 2026Q2: 142,761 shares 142,761 $26.3M 0.05% +5,906 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,519 shares; 2024Q4: 23,928 shares; 2025Q1: 23,001 shares; 2025Q2: 22,741 shares; 2025Q3: 22,427 shares; 2025Q4: 21,088 shares; 2026Q1: not reported; 2026Q2: 19,292 shares 19,292 $26.2M 0.05% new 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: 247,190 shares; 2024Q4: 257,817 shares; 2025Q1: 313,644 shares; 2025Q2: 341,479 shares; 2025Q3: 357,318 shares; 2025Q4: 376,346 shares; 2026Q1: 276,687 shares; 2026Q2: 291,507 shares 291,507 $26.2M 0.05% +14,820 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: 25,658 shares; 2024Q4: 28,837 shares; 2025Q1: 30,000 shares; 2025Q2: 32,980 shares; 2025Q3: 35,739 shares; 2025Q4: 37,824 shares; 2026Q1: 39,715 shares; 2026Q2: 40,848 shares 40,848 $26.2M 0.05% +1,133 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,989 shares; 2024Q4: 6,327 shares; 2025Q1: 6,684 shares; 2025Q2: 7,339 shares; 2025Q3: 7,699 shares; 2025Q4: 7,559 shares; 2026Q1: 12,186 shares; 2026Q2: 15,387 shares 15,387 $26.1M 0.05% +3,201 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,140 shares; 2024Q4: 54,727 shares; 2025Q1: 54,405 shares; 2025Q2: 54,100 shares; 2025Q3: 52,882 shares; 2025Q4: 52,311 shares; 2026Q1: 52,487 shares; 2026Q2: 315,822 shares 315,822 $26.1M 0.05% +263,335 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,593 shares; 2024Q4: 464,177 shares; 2025Q1: 501,199 shares; 2025Q2: 561,401 shares; 2025Q3: 653,923 shares; 2025Q4: 688,364 shares; 2026Q1: 799,082 shares; 2026Q2: 946,844 shares 946,844 $26M 0.05% +147,762 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,764 shares; 2024Q4: 163,910 shares; 2025Q1: 171,222 shares; 2025Q2: 172,315 shares; 2025Q3: 168,922 shares; 2025Q4: 77,132 shares; 2026Q1: 74,769 shares; 2026Q2: 165,501 shares 165,501 $26M 0.05% +90,732 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,686 shares; 2026Q1: 276,403 shares; 2026Q2: 292,193 shares 292,193 $25.9M 0.05% +15,790 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 363,329 shares; 2025Q1: 356,951 shares; 2025Q2: 372,969 shares; 2025Q3: 440,230 shares; 2025Q4: 456,737 shares; 2026Q1: 478,848 shares; 2026Q2: 484,705 shares 484,705 $25.8M 0.05% +5,857 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262,802 shares; 2025Q3: 263,747 shares; 2025Q4: 351,635 shares; 2026Q1: 464,452 shares; 2026Q2: 480,050 shares 480,050 $25.6M 0.05% +15,598 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,032 shares; 2024Q4: 54,276 shares; 2025Q1: 66,096 shares; 2025Q2: 73,974 shares; 2025Q3: 76,416 shares; 2025Q4: 79,604 shares; 2026Q1: 106,100 shares; 2026Q2: 107,701 shares 107,701 $25.6M 0.05% +1,601 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,945 shares; 2024Q4: 32,515 shares; 2025Q1: 32,813 shares; 2025Q2: 31,694 shares; 2025Q3: 36,785 shares; 2025Q4: 39,614 shares; 2026Q1: 256,428 shares; 2026Q2: 269,443 shares 269,443 $25.5M 0.05% +13,015 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,627 shares; 2024Q4: 442,971 shares; 2025Q1: 477,801 shares; 2025Q2: 628,301 shares; 2025Q3: 626,166 shares; 2025Q4: 616,530 shares; 2026Q1: 398,654 shares; 2026Q2: 426,368 shares 426,368 $25.5M 0.05% +27,714 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,361 shares; 2024Q4: 30,727 shares; 2025Q1: 42,280 shares; 2025Q2: 43,963 shares; 2025Q3: 55,840 shares; 2025Q4: 104,069 shares; 2026Q1: 112,069 shares; 2026Q2: 132,622 shares 132,622 $25.4M 0.05% +20,553 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,046 shares; 2024Q4: 66,381 shares; 2025Q1: 64,840 shares; 2025Q2: 71,087 shares; 2025Q3: 67,959 shares; 2025Q4: 266,985 shares; 2026Q1: 270,147 shares; 2026Q2: 180,043 shares 180,043 $25.3M 0.05% -90,104 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,632 shares; 2024Q4: 359,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,559 shares; 2025Q4: 222,137 shares; 2026Q1: 219,161 shares; 2026Q2: 263,023 shares 263,023 $25.3M 0.05% +43,862 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: 88,415 shares; 2024Q4: 89,966 shares; 2025Q1: 98,617 shares; 2025Q2: 107,810 shares; 2025Q3: 115,277 shares; 2025Q4: 123,117 shares; 2026Q1: 138,834 shares; 2026Q2: 125,966 shares 125,966 $25.3M 0.05% -12,868 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,555 shares; 2024Q4: 68,425 shares; 2025Q1: 69,157 shares; 2025Q2: 85,479 shares; 2025Q3: 85,257 shares; 2025Q4: 94,191 shares; 2026Q1: 97,405 shares; 2026Q2: 80,254 shares 80,254 $25.3M 0.05% -17,151 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,382 shares; 2024Q4: 465,726 shares; 2025Q1: 461,176 shares; 2025Q2: 474,303 shares; 2025Q3: 525,657 shares; 2025Q4: 550,474 shares; 2026Q1: 579,741 shares; 2026Q2: 590,477 shares 590,477 $25.2M 0.05% +10,736 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: 658,425 shares; 2024Q4: 643,714 shares; 2025Q1: 604,896 shares; 2025Q2: 590,603 shares; 2025Q3: 544,537 shares; 2025Q4: 543,526 shares; 2026Q1: 546,709 shares; 2026Q2: 519,462 shares 519,462 $25M 0.05% -27,247 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,550 shares; 2024Q4: 10,834 shares; 2025Q1: 11,230 shares; 2025Q2: 11,478 shares; 2025Q3: 11,556 shares; 2025Q4: 11,456 shares; 2026Q1: 32,439 shares; 2026Q2: 75,224 shares 75,224 $25M 0.05% +42,785 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,878 shares; 2024Q4: not reported; 2025Q1: 64,627 shares; 2025Q2: 53,833 shares; 2025Q3: 51,393 shares; 2025Q4: 49,407 shares; 2026Q1: 40,457 shares; 2026Q2: 48,955 shares 48,955 $24.9M 0.05% +8,498 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,827 shares; 2024Q4: 170,699 shares; 2025Q1: 213,131 shares; 2025Q2: 329,441 shares; 2025Q3: 346,567 shares; 2025Q4: 198,832 shares; 2026Q1: not reported; 2026Q2: 248,704 shares 248,704 $24.9M 0.05% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229,731 shares; 2024Q4: 153,124 shares; 2025Q1: 140,487 shares; 2025Q2: 110,840 shares; 2025Q3: 149,808 shares; 2025Q4: 133,900 shares; 2026Q1: 535,397 shares; 2026Q2: 565,043 shares 565,043 $24.9M 0.05% +29,646 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,175 shares; 2024Q4: 118,081 shares; 2025Q1: 196,372 shares; 2025Q2: 219,456 shares; 2025Q3: 265,122 shares; 2025Q4: 261,483 shares; 2026Q1: not reported; 2026Q2: 265,499 shares 265,499 $24.9M 0.05% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,019 shares; 2024Q4: 91,667 shares; 2025Q1: 28,333 shares; 2025Q2: 31,829 shares; 2025Q3: 83,977 shares; 2025Q4: 97,881 shares; 2026Q1: 111,812 shares; 2026Q2: 140,041 shares 140,041 $24.7M 0.05% +28,229 Timeline JIG 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: 71,856 shares; 2024Q4: 76,339 shares; 2025Q1: 43,883 shares; 2025Q2: not reported; 2025Q3: 242,761 shares; 2025Q4: 262,392 shares; 2026Q1: 278,618 shares; 2026Q2: 280,224 shares 280,224 $24.4M 0.05% +1,606 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,538 shares; 2024Q4: 128,347 shares; 2025Q1: 142,194 shares; 2025Q2: 136,281 shares; 2025Q3: 122,263 shares; 2025Q4: 118,536 shares; 2026Q1: 112,715 shares; 2026Q2: 109,555 shares 109,555 $24.4M 0.05% -3,160 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: 23,102 shares; 2024Q4: 23,614 shares; 2025Q1: 23,009 shares; 2025Q2: 22,850 shares; 2025Q3: 21,732 shares; 2025Q4: 53,815 shares; 2026Q1: 52,759 shares; 2026Q2: 60,497 shares 60,497 $24.3M 0.05% +7,738 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: 290,010 shares; 2024Q4: 289,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271,828 shares; 2025Q4: 301,080 shares; 2026Q1: not reported; 2026Q2: 291,651 shares 291,651 $24.1M 0.05% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,834 shares; 2026Q1: 153,600 shares; 2026Q2: 147,581 shares 147,581 $24.1M 0.05% -6,019 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 280,289 shares; 2025Q2: 356,047 shares; 2025Q3: 385,812 shares; 2025Q4: 460,474 shares; 2026Q1: 956,652 shares; 2026Q2: 1,153,269 shares 1,153,269 $24.1M 0.05% +196,617 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,405 shares; 2024Q4: 39,268 shares; 2025Q1: 33,298 shares; 2025Q2: 32,177 shares; 2025Q3: 33,668 shares; 2025Q4: 39,470 shares; 2026Q1: 86,618 shares; 2026Q2: 91,955 shares 91,955 $24M 0.05% +5,337 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,488 shares; 2024Q4: 123,299 shares; 2025Q1: 230,990 shares; 2025Q2: 292,561 shares; 2025Q3: 268,210 shares; 2025Q4: 257,020 shares; 2026Q1: 259,197 shares; 2026Q2: 261,123 shares 261,123 $24M 0.05% +1,926 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,510 shares; 2024Q4: 218,022 shares; 2025Q1: 211,001 shares; 2025Q2: 180,654 shares; 2025Q3: 176,974 shares; 2025Q4: 154,213 shares; 2026Q1: 200,870 shares; 2026Q2: 197,294 shares 197,294 $23.9M 0.05% -3,576 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: 173,123 shares; 2025Q1: 519,641 shares; 2025Q2: 542,414 shares; 2025Q3: 660,087 shares; 2025Q4: 801,949 shares; 2026Q1: not reported; 2026Q2: 858,397 shares 858,397 $23.7M 0.05% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,239 shares; 2024Q4: 280,935 shares; 2025Q1: 269,511 shares; 2025Q2: 762,906 shares; 2025Q3: 743,602 shares; 2025Q4: 492,545 shares; 2026Q1: 508,933 shares; 2026Q2: 494,041 shares 494,041 $23.7M 0.05% -14,892 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: 739,548 shares; 2024Q4: 616,143 shares; 2025Q1: 416,427 shares; 2025Q2: 420,411 shares; 2025Q3: 447,419 shares; 2025Q4: 448,924 shares; 2026Q1: not reported; 2026Q2: 376,407 shares 376,407 $23.7M 0.05% new 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: 98,662 shares; 2024Q4: 616,345 shares; 2025Q1: 1,702,248 shares; 2025Q2: 1,861,773 shares; 2025Q3: 253,009 shares; 2025Q4: 201,439 shares; 2026Q1: 250,052 shares; 2026Q2: 261,112 shares 261,112 $23.7M 0.05% +11,060 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: not reported; 2024Q4: 5,850 shares; 2025Q1: 10,829 shares; 2025Q2: 20,193 shares; 2025Q3: 43,013 shares; 2025Q4: 55,191 shares; 2026Q1: 263,995 shares; 2026Q2: 464,325 shares 464,325 $23.5M 0.05% +200,330 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,745 shares; 2024Q4: 143,803 shares; 2025Q1: 121,903 shares; 2025Q2: 246,647 shares; 2025Q3: 243,023 shares; 2025Q4: 123,835 shares; 2026Q1: not reported; 2026Q2: 305,889 shares 305,889 $23.4M 0.05% new 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: 399,778 shares; 2024Q4: 444,573 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824,332 shares; 2025Q4: 942,754 shares; 2026Q1: 614,451 shares; 2026Q2: 463,219 shares 463,219 $23.4M 0.05% -151,232 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: 470,784 shares; 2024Q4: 458,392 shares; 2025Q1: 471,173 shares; 2025Q2: 454,659 shares; 2025Q3: 424,754 shares; 2025Q4: 452,713 shares; 2026Q1: 459,834 shares; 2026Q2: 562,136 shares 562,136 $23.3M 0.05% +102,302 Timeline DFIS 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: 631,530 shares; 2025Q4: 645,480 shares; 2026Q1: 666,177 shares; 2026Q2: 664,496 shares 664,496 $23.3M 0.05% -1,681 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,547 shares; 2024Q4: 97,786 shares; 2025Q1: 96,488 shares; 2025Q2: 95,023 shares; 2025Q3: 94,235 shares; 2025Q4: 92,412 shares; 2026Q1: 88,598 shares; 2026Q2: 87,418 shares 87,418 $23.1M 0.04% -1,180 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: 415,596 shares; 2024Q4: 531,073 shares; 2025Q1: 503,736 shares; 2025Q2: 575,752 shares; 2025Q3: 588,943 shares; 2025Q4: 628,660 shares; 2026Q1: 666,175 shares; 2026Q2: 781,655 shares 781,655 $23M 0.04% +115,480 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD 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: 46,189 shares; 2025Q4: 35,706 shares; 2026Q1: 44,897 shares; 2026Q2: 219,501 shares 219,501 $23M 0.04% +174,604 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,986 shares; 2024Q4: 23,668 shares; 2025Q1: 22,408 shares; 2025Q2: 31,807 shares; 2025Q3: 30,268 shares; 2025Q4: 29,441 shares; 2026Q1: not reported; 2026Q2: 40,049 shares 40,049 $22.9M 0.04% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,716 shares; 2024Q4: 124,119 shares; 2025Q1: 116,630 shares; 2025Q2: 84,728 shares; 2025Q3: 83,177 shares; 2025Q4: 30,873 shares; 2026Q1: 35,146 shares; 2026Q2: 96,271 shares 96,271 $22.9M 0.04% +61,125 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,323 shares; 2024Q4: 48,938 shares; 2025Q1: 60,401 shares; 2025Q2: 47,816 shares; 2025Q3: 25,561 shares; 2025Q4: 25,725 shares; 2026Q1: 242,762 shares; 2026Q2: 240,037 shares 240,037 $22.8M 0.04% -2,725 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: 1,105,030 shares; 2024Q4: 369,797 shares; 2025Q1: 382,605 shares; 2025Q2: 397,391 shares; 2025Q3: 437,535 shares; 2025Q4: 528,188 shares; 2026Q1: 521,603 shares; 2026Q2: 554,286 shares 554,286 $22.8M 0.04% +32,683 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,246 shares; 2024Q4: 335,350 shares; 2025Q1: 324,222 shares; 2025Q2: 320,603 shares; 2025Q3: 306,298 shares; 2025Q4: 286,949 shares; 2026Q1: 284,434 shares; 2026Q2: 303,836 shares 303,836 $22.8M 0.04% +19,402 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: 59,476 shares; 2024Q4: 52,032 shares; 2025Q1: 51,914 shares; 2025Q2: 49,671 shares; 2025Q3: 52,707 shares; 2025Q4: 57,165 shares; 2026Q1: 54,527 shares; 2026Q2: 57,206 shares 57,206 $22.8M 0.04% +2,679 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,093 shares; 2024Q4: 43,877 shares; 2025Q1: 48,538 shares; 2025Q2: 36,202 shares; 2025Q3: 46,307 shares; 2025Q4: 45,336 shares; 2026Q1: 92,937 shares; 2026Q2: 89,073 shares 89,073 $22.7M 0.04% -3,864 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: 84,279 shares; 2024Q4: 85,646 shares; 2025Q1: 82,291 shares; 2025Q2: 77,108 shares; 2025Q3: 75,596 shares; 2025Q4: 77,812 shares; 2026Q1: 80,082 shares; 2026Q2: 114,384 shares 114,384 $22.6M 0.04% +34,302 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,243 shares; 2024Q4: 157,633 shares; 2025Q1: 271,795 shares; 2025Q2: 272,953 shares; 2025Q3: 262,004 shares; 2025Q4: 323,520 shares; 2026Q1: 321,339 shares; 2026Q2: 308,020 shares 308,020 $22.6M 0.04% -13,319 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 2,006 shares; 2025Q1: 1,957 shares; 2025Q2: 1,273 shares; 2025Q3: 1,393 shares; 2025Q4: 1,440 shares; 2026Q1: 1,497 shares; 2026Q2: 125,989 shares 125,989 $22.5M 0.04% +124,492 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: 43,575 shares; 2024Q4: 34,095 shares; 2025Q1: 35,648 shares; 2025Q2: 26,905 shares; 2025Q3: 23,235 shares; 2025Q4: 24,297 shares; 2026Q1: 25,741 shares; 2026Q2: 35,106 shares 35,106 $22.4M 0.04% +9,365 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,114 shares; 2024Q4: 142,445 shares; 2025Q1: 175,524 shares; 2025Q2: 174,516 shares; 2025Q3: 175,900 shares; 2025Q4: 174,870 shares; 2026Q1: not reported; 2026Q2: 289,177 shares 289,177 $22.4M 0.04% new 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: 126,417 shares; 2024Q4: 124,946 shares; 2025Q1: 113,449 shares; 2025Q2: 113,825 shares; 2025Q3: 108,065 shares; 2025Q4: 176,701 shares; 2026Q1: 176,049 shares; 2026Q2: 120,995 shares 120,995 $22.4M 0.04% -55,054 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161,426 shares; 2024Q4: 1,157,841 shares; 2025Q1: 988,893 shares; 2025Q2: 894,864 shares; 2025Q3: 923,569 shares; 2025Q4: 949,055 shares; 2026Q1: 1,164,246 shares; 2026Q2: 1,202,868 shares 1,202,868 $22.3M 0.04% +38,622 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,768 shares; 2024Q4: 173,169 shares; 2025Q1: 167,633 shares; 2025Q2: 160,703 shares; 2025Q3: 156,024 shares; 2025Q4: 155,379 shares; 2026Q1: 141,530 shares; 2026Q2: 129,496 shares 129,496 $22.3M 0.04% -12,034 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619,168 shares; 2024Q4: 693,989 shares; 2025Q1: 295,754 shares; 2025Q2: 279,635 shares; 2025Q3: 246,044 shares; 2025Q4: 246,661 shares; 2026Q1: 236,963 shares; 2026Q2: 232,694 shares 232,694 $22.2M 0.04% -4,269 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: 33,905 shares; 2024Q4: 32,286 shares; 2025Q1: 42,081 shares; 2025Q2: 45,058 shares; 2025Q3: 44,667 shares; 2025Q4: 44,585 shares; 2026Q1: 44,106 shares; 2026Q2: 44,767 shares 44,767 $22.2M 0.04% +661 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,279 shares; 2024Q4: 104,046 shares; 2025Q1: 94,384 shares; 2025Q2: 96,346 shares; 2025Q3: 97,334 shares; 2025Q4: 163,270 shares; 2026Q1: 162,829 shares; 2026Q2: 98,619 shares 98,619 $22.1M 0.04% -64,210 Timeline KBE 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: 17,481 shares; 2024Q4: 17,759 shares; 2025Q1: 16,991 shares; 2025Q2: 16,418 shares; 2025Q3: 15,665 shares; 2025Q4: 16,381 shares; 2026Q1: 334,848 shares; 2026Q2: 324,198 shares 324,198 $22.1M 0.04% -10,650 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,544 shares; 2024Q4: 88,908 shares; 2025Q1: 83,433 shares; 2025Q2: 57,042 shares; 2025Q3: 54,049 shares; 2025Q4: 17,587 shares; 2026Q1: 14,329 shares; 2026Q2: 58,868 shares 58,868 $22.1M 0.04% +44,539 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: 731,985 shares; 2024Q4: 721,538 shares; 2025Q1: 731,043 shares; 2025Q2: 357,685 shares; 2025Q3: 392,287 shares; 2025Q4: 401,060 shares; 2026Q1: 356,014 shares; 2026Q2: 412,073 shares 412,073 $22M 0.04% +56,059 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,673 shares; 2024Q4: 13,940 shares; 2025Q1: 8,442 shares; 2025Q2: 124,661 shares; 2025Q3: 119,579 shares; 2025Q4: 112,684 shares; 2026Q1: 118,939 shares; 2026Q2: 141,634 shares 141,634 $21.9M 0.04% +22,695 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,602 shares; 2024Q4: 53,549 shares; 2025Q1: 53,596 shares; 2025Q2: 49,454 shares; 2025Q3: 50,689 shares; 2025Q4: 49,508 shares; 2026Q1: 83,757 shares; 2026Q2: 90,546 shares 90,546 $21.9M 0.04% +6,789 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641,383 shares; 2024Q4: 622,387 shares; 2025Q1: 839,507 shares; 2025Q2: 807,931 shares; 2025Q3: 920,317 shares; 2025Q4: 879,867 shares; 2026Q1: 1,043,922 shares; 2026Q2: 1,017,422 shares 1,017,422 $21.8M 0.04% -26,500 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,085 shares; 2024Q4: 228,661 shares; 2025Q1: 170,123 shares; 2025Q2: 168,594 shares; 2025Q3: 167,111 shares; 2025Q4: 189,735 shares; 2026Q1: 178,714 shares; 2026Q2: 172,319 shares 172,319 $21.8M 0.04% -6,395 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,323 shares; 2024Q4: 4,624 shares; 2025Q1: 4,813 shares; 2025Q2: 4,896 shares; 2025Q3: 5,973 shares; 2025Q4: 38,782 shares; 2026Q1: 50,729 shares; 2026Q2: 57,923 shares 57,923 $21.7M 0.04% +7,194 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,424 shares; 2024Q4: 222,045 shares; 2025Q1: 221,100 shares; 2025Q2: 258,832 shares; 2025Q3: 254,259 shares; 2025Q4: 233,673 shares; 2026Q1: 229,578 shares; 2026Q2: 220,576 shares 220,576 $21.7M 0.04% -9,002 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,352 shares; 2024Q4: 195,947 shares; 2025Q1: 187,254 shares; 2025Q2: 238,180 shares; 2025Q3: 275,261 shares; 2025Q4: 277,948 shares; 2026Q1: 282,189 shares; 2026Q2: 284,351 shares 284,351 $21.6M 0.04% +2,162 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: 75,635 shares; 2024Q4: 86,584 shares; 2025Q1: 79,001 shares; 2025Q2: 58,019 shares; 2025Q3: 53,603 shares; 2025Q4: 51,747 shares; 2026Q1: 54,998 shares; 2026Q2: 88,819 shares 88,819 $21.6M 0.04% +33,821 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,655 shares; 2024Q4: 86,701 shares; 2025Q1: 90,953 shares; 2025Q2: 77,802 shares; 2025Q3: 97,289 shares; 2025Q4: 37,706 shares; 2026Q1: 40,426 shares; 2026Q2: 99,392 shares 99,392 $21.5M 0.04% +58,966 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: 127,748 shares; 2024Q4: 142,423 shares; 2025Q1: 130,124 shares; 2025Q2: 133,089 shares; 2025Q3: 137,359 shares; 2025Q4: 138,008 shares; 2026Q1: 148,115 shares; 2026Q2: 148,584 shares 148,584 $21.5M 0.04% +469 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,396 shares; 2024Q4: 16,670 shares; 2025Q1: 17,211 shares; 2025Q2: 11,604 shares; 2025Q3: 10,988 shares; 2025Q4: 12,415 shares; 2026Q1: 268,467 shares; 2026Q2: 280,013 shares 280,013 $21.2M 0.04% +11,546 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: 93,587 shares; 2024Q4: 48,246 shares; 2025Q1: 119,039 shares; 2025Q2: 303,245 shares; 2025Q3: 353,820 shares; 2025Q4: 266,549 shares; 2026Q1: 437,681 shares; 2026Q2: 522,204 shares 522,204 $21.2M 0.04% +84,523 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: 57,816 shares; 2024Q4: 116,107 shares; 2025Q1: 121,843 shares; 2025Q2: 145,898 shares; 2025Q3: 201,715 shares; 2025Q4: 306,850 shares; 2026Q1: 621,055 shares; 2026Q2: 775,013 shares 775,013 $21.2M 0.04% +153,958 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: 85,816 shares; 2024Q4: 123,456 shares; 2025Q1: 134,514 shares; 2025Q2: 138,670 shares; 2025Q3: 137,751 shares; 2025Q4: 141,800 shares; 2026Q1: 151,450 shares; 2026Q2: 158,789 shares 158,789 $20.9M 0.04% +7,339 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,305 shares; 2024Q4: 369,463 shares; 2025Q1: 344,695 shares; 2025Q2: 367,223 shares; 2025Q3: 384,173 shares; 2025Q4: 361,369 shares; 2026Q1: 359,710 shares; 2026Q2: 360,794 shares 360,794 $20.9M 0.04% +1,084 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: not reported; 2025Q3: 3,859 shares; 2025Q4: 3,930 shares; 2026Q1: 5,731 shares; 2026Q2: 9,141 shares 9,141 $20.8M 0.04% +3,410 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,831 shares; 2024Q4: 242,272 shares; 2025Q1: 240,290 shares; 2025Q2: 176,568 shares; 2025Q3: 173,224 shares; 2025Q4: 186,910 shares; 2026Q1: 182,005 shares; 2026Q2: 178,820 shares 178,820 $20.5M 0.04% -3,185 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,507 shares; 2024Q4: 50,278 shares; 2025Q1: 56,514 shares; 2025Q2: 28,275 shares; 2025Q3: 33,737 shares; 2025Q4: 29,131 shares; 2026Q1: 52,264 shares; 2026Q2: 45,732 shares 45,732 $20.4M 0.04% -6,532 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,639 shares; 2024Q4: 442,744 shares; 2025Q1: 418,419 shares; 2025Q2: 426,426 shares; 2025Q3: 441,826 shares; 2025Q4: 530,349 shares; 2026Q1: 545,573 shares; 2026Q2: 560,564 shares 560,564 $20.4M 0.04% +14,991 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761,834 shares; 2024Q4: 805,214 shares; 2025Q1: 932,170 shares; 2025Q2: 944,376 shares; 2025Q3: 1,157,808 shares; 2025Q4: 1,198,926 shares; 2026Q1: 1,200,431 shares; 2026Q2: 1,094,339 shares 1,094,339 $20.3M 0.04% -106,092 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,948 shares; 2024Q4: 290,291 shares; 2025Q1: 295,628 shares; 2025Q2: 302,644 shares; 2025Q3: 278,770 shares; 2025Q4: 227,396 shares; 2026Q1: 214,731 shares; 2026Q2: 218,197 shares 218,197 $20.2M 0.04% +3,466 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738,744 shares; 2024Q4: 1,763,169 shares; 2025Q1: 1,887,598 shares; 2025Q2: 2,138,636 shares; 2025Q3: 2,340,270 shares; 2025Q4: 1,849,102 shares; 2026Q1: 2,011,090 shares; 2026Q2: 1,852,474 shares 1,852,474 $20.1M 0.04% -158,616 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,745 shares; 2024Q4: 16,252 shares; 2025Q1: 14,431 shares; 2025Q2: 16,345 shares; 2025Q3: 18,278 shares; 2025Q4: 14,998 shares; 2026Q1: 18,938 shares; 2026Q2: 15,101 shares 15,101 $20.1M 0.04% -3,837 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,214 shares; 2025Q1: 47,777 shares; 2025Q2: 48,049 shares; 2025Q3: 52,289 shares; 2025Q4: 51,430 shares; 2026Q1: 52,519 shares; 2026Q2: 51,785 shares 51,785 $20M 0.04% -734 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,630 shares; 2024Q4: 73,865 shares; 2025Q1: 72,466 shares; 2025Q2: 69,913 shares; 2025Q3: 69,051 shares; 2025Q4: 70,501 shares; 2026Q1: 74,758 shares; 2026Q2: 76,815 shares 76,815 $20M 0.04% +2,057 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: 1,631,819 shares; 2024Q4: 1,629,200 shares; 2025Q1: 1,382,097 shares; 2025Q2: 1,251,379 shares; 2025Q3: 1,162,177 shares; 2025Q4: 1,156,582 shares; 2026Q1: 1,155,368 shares; 2026Q2: 1,115,602 shares 1,115,602 $19.9M 0.04% -39,766 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,438 shares; 2024Q4: 84,473 shares; 2025Q1: 86,078 shares; 2025Q2: 84,227 shares; 2025Q3: 85,252 shares; 2025Q4: 79,172 shares; 2026Q1: 77,685 shares; 2026Q2: 83,442 shares 83,442 $19.9M 0.04% +5,757 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,587 shares; 2024Q4: 22,633 shares; 2025Q1: 28,287 shares; 2025Q2: 28,241 shares; 2025Q3: 30,299 shares; 2025Q4: 137,494 shares; 2026Q1: 136,114 shares; 2026Q2: 153,779 shares 153,779 $19.9M 0.04% +17,665 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,557 shares; 2024Q4: 83,351 shares; 2025Q1: 67,711 shares; 2025Q2: 47,720 shares; 2025Q3: 43,022 shares; 2025Q4: 89,731 shares; 2026Q1: 120,550 shares; 2026Q2: 125,368 shares 125,368 $19.8M 0.04% +4,818 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,030 shares; 2024Q4: 167,490 shares; 2025Q1: 182,228 shares; 2025Q2: 108,213 shares; 2025Q3: 106,239 shares; 2025Q4: 106,114 shares; 2026Q1: 106,553 shares; 2026Q2: 112,721 shares 112,721 $19.8M 0.04% +6,168 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: 198,453 shares; 2025Q1: 117,335 shares; 2025Q2: 74,966 shares; 2025Q3: 80,257 shares; 2025Q4: 351,785 shares; 2026Q1: 438,249 shares; 2026Q2: 577,593 shares 577,593 $19.7M 0.04% +139,344 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,587 shares; 2024Q4: 349,763 shares; 2025Q1: 252,685 shares; 2025Q2: 224,328 shares; 2025Q3: 199,866 shares; 2025Q4: 197,587 shares; 2026Q1: 210,161 shares; 2026Q2: 234,739 shares 234,739 $19.6M 0.04% +24,578 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: 13,305 shares; 2024Q4: 11,604 shares; 2025Q1: 20,557 shares; 2025Q2: 24,927 shares; 2025Q3: 23,825 shares; 2025Q4: 132,603 shares; 2026Q1: 138,789 shares; 2026Q2: 318,295 shares 318,295 $19.6M 0.04% +179,506 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,292 shares; 2024Q4: 109,275 shares; 2025Q1: 115,552 shares; 2025Q2: 107,652 shares; 2025Q3: 122,255 shares; 2025Q4: 110,639 shares; 2026Q1: 163,848 shares; 2026Q2: 204,868 shares 204,868 $19.6M 0.04% +41,020 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,546 shares; 2024Q4: 127,504 shares; 2025Q1: 124,752 shares; 2025Q2: 110,041 shares; 2025Q3: 144,886 shares; 2025Q4: 167,553 shares; 2026Q1: 218,760 shares; 2026Q2: 388,206 shares 388,206 $19.5M 0.04% +169,446 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,777 shares; 2025Q1: 43,463 shares; 2025Q2: 41,156 shares; 2025Q3: 40,087 shares; 2025Q4: 41,936 shares; 2026Q1: not reported; 2026Q2: 121,714 shares 121,714 $19.5M 0.04% new 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: 282,939 shares; 2024Q4: 256,556 shares; 2025Q1: 242,355 shares; 2025Q2: 243,579 shares; 2025Q3: 226,163 shares; 2025Q4: 207,801 shares; 2026Q1: 247,479 shares; 2026Q2: 251,611 shares 251,611 $19.2M 0.04% +4,132 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,522 shares; 2024Q4: 188,439 shares; 2025Q1: 186,120 shares; 2025Q2: 180,077 shares; 2025Q3: 165,383 shares; 2025Q4: 164,452 shares; 2026Q1: not reported; 2026Q2: 167,714 shares 167,714 $19.1M 0.04% new Timeline BUFF 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: 66,438 shares; 2024Q4: 66,368 shares; 2025Q1: 5,339 shares; 2025Q2: 5,339 shares; 2025Q3: 324,660 shares; 2025Q4: 340,082 shares; 2026Q1: 353,218 shares; 2026Q2: 357,980 shares 357,980 $18.9M 0.04% +4,762 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,962 shares; 2024Q4: 48,289 shares; 2025Q1: 44,958 shares; 2025Q2: 40,178 shares; 2025Q3: 60,629 shares; 2025Q4: 69,294 shares; 2026Q1: 75,907 shares; 2026Q2: 69,982 shares 69,982 $18.8M 0.04% -5,925 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,710 shares; 2024Q4: 233,760 shares; 2025Q1: 249,483 shares; 2025Q2: 209,675 shares; 2025Q3: 179,212 shares; 2025Q4: 161,577 shares; 2026Q1: 128,387 shares; 2026Q2: 453,744 shares 453,744 $18.7M 0.04% +325,357 Timeline BBMC 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: 140,109 shares; 2024Q4: 299,454 shares; 2025Q1: 171,666 shares; 2025Q2: 174,864 shares; 2025Q3: 172,685 shares; 2025Q4: 171,144 shares; 2026Q1: 154,078 shares; 2026Q2: 147,191 shares 147,191 $18.7M 0.04% -6,887 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,268 shares; 2024Q4: 54,761 shares; 2025Q1: 50,564 shares; 2025Q2: 41,015 shares; 2025Q3: 40,550 shares; 2025Q4: 32,518 shares; 2026Q1: 31,368 shares; 2026Q2: 35,274 shares 35,274 $18.7M 0.04% +3,906 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,461 shares; 2024Q4: 346,180 shares; 2025Q1: 336,147 shares; 2025Q2: 207,489 shares; 2025Q3: 204,533 shares; 2025Q4: 197,390 shares; 2026Q1: 248,335 shares; 2026Q2: 247,531 shares 247,531 $18.7M 0.04% -804 Timeline TCHP 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: 28,924 shares; 2024Q4: 31,495 shares; 2025Q1: 242,529 shares; 2025Q2: 286,763 shares; 2025Q3: 363,939 shares; 2025Q4: 382,663 shares; 2026Q1: 397,945 shares; 2026Q2: 371,965 shares 371,965 $18.6M 0.04% -25,980 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,470 shares; 2024Q4: 4,306 shares; 2025Q1: 4,278 shares; 2025Q2: 4,279 shares; 2025Q3: 6,889 shares; 2025Q4: 198,252 shares; 2026Q1: 187,550 shares; 2026Q2: 148,203 shares 148,203 $18.6M 0.04% -39,347 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: 154,598 shares; 2024Q4: 166,456 shares; 2025Q1: 156,995 shares; 2025Q2: 161,028 shares; 2025Q3: 171,949 shares; 2025Q4: 171,109 shares; 2026Q1: 164,839 shares; 2026Q2: 160,960 shares 160,960 $18.5M 0.04% -3,879 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,143 shares; 2024Q4: 58,221 shares; 2025Q1: 52,064 shares; 2025Q2: 40,585 shares; 2025Q3: 37,262 shares; 2025Q4: 34,199 shares; 2026Q1: 35,397 shares; 2026Q2: 50,479 shares 50,479 $18.5M 0.04% +15,082 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,036 shares; 2024Q4: 12,195 shares; 2025Q1: 209,218 shares; 2025Q2: 221,896 shares; 2025Q3: 215,752 shares; 2025Q4: 238,691 shares; 2026Q1: 440,512 shares; 2026Q2: 459,430 shares 459,430 $18.4M 0.04% +18,918 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,968 shares; 2024Q4: 23,856 shares; 2025Q1: 19,123 shares; 2025Q2: 18,440 shares; 2025Q3: 17,971 shares; 2025Q4: 18,114 shares; 2026Q1: 35,739 shares; 2026Q2: 40,750 shares 40,750 $18.4M 0.04% +5,011 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,255 shares; 2024Q4: 39,335 shares; 2025Q1: 38,959 shares; 2025Q2: 31,505 shares; 2025Q3: 31,412 shares; 2025Q4: 31,010 shares; 2026Q1: 30,322 shares; 2026Q2: 40,400 shares 40,400 $18.3M 0.04% +10,078 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,957 shares; 2024Q4: 55,324 shares; 2025Q1: 59,813 shares; 2025Q2: 70,461 shares; 2025Q3: 185,136 shares; 2025Q4: 242,976 shares; 2026Q1: not reported; 2026Q2: 484,885 shares 484,885 $18.2M 0.04% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,638 shares; 2024Q4: 9,427 shares; 2025Q1: 9,330 shares; 2025Q2: 9,006 shares; 2025Q3: 8,971 shares; 2025Q4: 34,369 shares; 2026Q1: 35,104 shares; 2026Q2: 33,346 shares 33,346 $18.1M 0.03% -1,758 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,439 shares; 2024Q4: 148,825 shares; 2025Q1: 128,390 shares; 2025Q2: 115,016 shares; 2025Q3: 94,341 shares; 2025Q4: 123,860 shares; 2026Q1: 3,113,464 shares; 2026Q2: 3,093,483 shares 3,093,483 $18M 0.03% -19,981 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,603 shares; 2024Q4: not reported; 2025Q1: 520,999 shares; 2025Q2: 597,996 shares; 2025Q3: 647,103 shares; 2025Q4: 587,055 shares; 2026Q1: 687,715 shares; 2026Q2: 678,752 shares 678,752 $18M 0.03% -8,963 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,069 shares; 2025Q1: 47,419 shares; 2025Q2: 50,631 shares; 2025Q3: 48,258 shares; 2025Q4: 45,159 shares; 2026Q1: not reported; 2026Q2: 50,176 shares 50,176 $18M 0.03% new 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: 77,765 shares; 2024Q4: 74,254 shares; 2025Q1: 60,723 shares; 2025Q2: 90,007 shares; 2025Q3: 91,444 shares; 2025Q4: 110,682 shares; 2026Q1: 122,001 shares; 2026Q2: 169,073 shares 169,073 $18M 0.03% +47,072 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: 202,186 shares; 2024Q4: 193,995 shares; 2025Q1: 192,910 shares; 2025Q2: 170,274 shares; 2025Q3: 164,955 shares; 2025Q4: 164,522 shares; 2026Q1: 166,478 shares; 2026Q2: 162,158 shares 162,158 $17.9M 0.03% -4,320 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,305 shares; 2024Q4: 333,080 shares; 2025Q1: 692,936 shares; 2025Q2: 786,087 shares; 2025Q3: 767,968 shares; 2025Q4: 661,602 shares; 2026Q1: 679,249 shares; 2026Q2: 750,989 shares 750,989 $17.9M 0.03% +71,740 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,119 shares; 2024Q4: 239,817 shares; 2025Q1: 234,946 shares; 2025Q2: 213,026 shares; 2025Q3: 209,734 shares; 2025Q4: 204,367 shares; 2026Q1: 198,083 shares; 2026Q2: 196,911 shares 196,911 $17.8M 0.03% -1,172 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,235 shares; 2024Q4: 275,013 shares; 2025Q1: 262,301 shares; 2025Q2: 480,653 shares; 2025Q3: 484,649 shares; 2025Q4: 476,601 shares; 2026Q1: 483,729 shares; 2026Q2: 291,652 shares 291,652 $17.8M 0.03% -192,077 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610,198 shares; 2024Q4: 656,747 shares; 2025Q1: 624,054 shares; 2025Q2: 636,755 shares; 2025Q3: 1,320,426 shares; 2025Q4: 1,343,304 shares; 2026Q1: 1,400,409 shares; 2026Q2: 1,803,728 shares 1,803,728 $17.7M 0.03% +403,319 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,297 shares; 2024Q4: 7,824 shares; 2025Q1: 4,343 shares; 2025Q2: 5,468 shares; 2025Q3: 10,873 shares; 2025Q4: 26,942 shares; 2026Q1: 39,744 shares; 2026Q2: 42,371 shares 42,371 $17.6M 0.03% +2,627 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,448 shares; 2024Q4: 3,729 shares; 2025Q1: 4,124 shares; 2025Q2: 4,139 shares; 2025Q3: 3,291 shares; 2025Q4: 2,084 shares; 2026Q1: 2,242 shares; 2026Q2: 14,715 shares 14,715 $17.6M 0.03% +12,473 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: 35,307 shares; 2024Q4: 71,560 shares; 2025Q1: 68,430 shares; 2025Q2: 65,242 shares; 2025Q3: 65,986 shares; 2025Q4: 63,053 shares; 2026Q1: 123,020 shares; 2026Q2: 485,665 shares 485,665 $17.5M 0.03% +362,645 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330,830 shares; 2024Q4: 885,786 shares; 2025Q1: 1,061,692 shares; 2025Q2: 1,118,695 shares; 2025Q3: 1,130,530 shares; 2025Q4: 978,956 shares; 2026Q1: 1,036,453 shares; 2026Q2: 692,354 shares 692,354 $17.5M 0.03% -344,099 Timeline FXL 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: 111,606 shares; 2024Q4: 109,805 shares; 2025Q1: 92,038 shares; 2025Q2: 87,280 shares; 2025Q3: 82,780 shares; 2025Q4: 80,642 shares; 2026Q1: 77,905 shares; 2026Q2: 80,446 shares 80,446 $17.5M 0.03% +2,541 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,034 shares; 2024Q4: 253,717 shares; 2025Q1: 254,957 shares; 2025Q2: 233,069 shares; 2025Q3: 257,994 shares; 2025Q4: 230,723 shares; 2026Q1: 248,006 shares; 2026Q2: 229,409 shares 229,409 $17.4M 0.03% -18,597 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,336 shares; 2024Q4: 54,201 shares; 2025Q1: 55,264 shares; 2025Q2: 53,054 shares; 2025Q3: 55,357 shares; 2025Q4: 113,781 shares; 2026Q1: 132,395 shares; 2026Q2: 189,531 shares 189,531 $17.4M 0.03% +57,136 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,886 shares; 2024Q4: 75,968 shares; 2025Q1: 70,198 shares; 2025Q2: 68,769 shares; 2025Q3: 67,061 shares; 2025Q4: 66,478 shares; 2026Q1: 71,134 shares; 2026Q2: 62,071 shares 62,071 $17.3M 0.03% -9,063 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,378 shares; 2024Q4: 167,329 shares; 2025Q1: 174,288 shares; 2025Q2: 175,680 shares; 2025Q3: 182,686 shares; 2025Q4: 188,548 shares; 2026Q1: 195,114 shares; 2026Q2: 196,083 shares 196,083 $17.2M 0.03% +969 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,349 shares; 2024Q4: 4,425 shares; 2025Q1: 4,524 shares; 2025Q2: 6,802 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,610 shares; 2026Q2: 161,207 shares 161,207 $17.2M 0.03% +159,597 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: 186,199 shares; 2024Q4: 95,010 shares; 2025Q1: 95,890 shares; 2025Q2: 96,073 shares; 2025Q3: 109,363 shares; 2025Q4: 105,361 shares; 2026Q1: 105,744 shares; 2026Q2: 104,841 shares 104,841 $17.2M 0.03% -903 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,099 shares; 2024Q4: 107,102 shares; 2025Q1: 107,375 shares; 2025Q2: 121,329 shares; 2025Q3: 122,839 shares; 2025Q4: 132,485 shares; 2026Q1: 128,908 shares; 2026Q2: 117,773 shares 117,773 $17.1M 0.03% -11,135 Timeline