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JONES FINANCIAL COMPANIES LLLP

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13F filer, CIK 815917, DES PERES, MO

JONES FINANCIAL COMPANIES LLLP reported $249,837,406,497 across 4,961 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 46.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-351494

Period
2026-06-30
Reported value
$250B
Holdings
4,961
Top 10 weight
46.86%
New
507
Sold out
270

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+179,884,185$14.9B
VOadded+84,497,745$6.76B
SPYMadded+59,141,143$5.07B
VOOadded+1,445,658$969M
IWRadded+6,686,541$733M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AGGreduced-22,015,735-$2.19B
VTVreduced-6,744,344-$1.47B
IWBreduced-1,747,967-$700M
VTWOreduced-1,250,406-$150M
HONreduced-534,365-$124M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001193125-26-351494, largest first. % of portfolio is the value over $249,837,406,497, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,148,042 shares; 2024Q4: 28,577,762 shares; 2025Q1: 32,272,101 shares; 2025Q2: 35,058,923 shares; 2025Q3: 35,215,110 shares; 2025Q4: 39,381,983 shares; 2026Q1: 39,228,809 shares; 2026Q2: 219,112,994 shares 219,112,994$18.1B7.26%+179,884,185Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,982 shares; 2024Q4: 15,584,437 shares; 2025Q1: 31,074,010 shares; 2025Q2: 44,200,159 shares; 2025Q3: 50,982,604 shares; 2025Q4: 57,574,162 shares; 2026Q1: 110,682,000 shares; 2026Q2: 169,823,143 shares 169,823,143$14.6B5.83%+59,141,143Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,574,855 shares; 2024Q4: 12,051,651 shares; 2025Q1: 14,282,483 shares; 2025Q2: 16,600,491 shares; 2025Q3: 17,201,745 shares; 2025Q4: 18,349,288 shares; 2026Q1: 18,924,918 shares; 2026Q2: 19,409,670 shares 19,409,670$14.2B5.67%+484,752Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,084,807 shares; 2024Q4: 9,387,695 shares; 2025Q1: 10,685,240 shares; 2025Q2: 13,185,471 shares; 2025Q3: 13,791,786 shares; 2025Q4: 14,438,145 shares; 2026Q1: 17,095,668 shares; 2026Q2: 18,541,326 shares 18,541,326$12.4B4.98%+1,445,658Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,483,967 shares; 2024Q4: 128,947,585 shares; 2025Q1: 138,625,924 shares; 2025Q2: 145,385,703 shares; 2025Q3: 143,917,621 shares; 2025Q4: 138,558,797 shares; 2026Q1: 132,174,808 shares; 2026Q2: 110,159,073 shares 110,159,073$10.9B4.38%-22,015,735Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,990,340 shares; 2024Q4: 62,207,278 shares; 2025Q1: 66,497,354 shares; 2025Q2: 69,710,394 shares; 2025Q3: 75,344,008 shares; 2025Q4: 78,920,855 shares; 2026Q1: 92,963,542 shares; 2026Q2: 99,650,083 shares 99,650,083$10.9B4.37%+6,686,541Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,420,572 shares; 2024Q4: 88,571,458 shares; 2025Q1: 89,235,188 shares; 2025Q2: 89,703,239 shares; 2025Q3: 96,540,540 shares; 2025Q4: 100,633,222 shares; 2026Q1: 108,462,596 shares; 2026Q2: 113,501,860 shares 113,501,860$10.8B4.34%+5,039,264Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,185,773 shares; 2024Q4: 53,858,087 shares; 2025Q1: 54,080,352 shares; 2025Q2: 52,282,312 shares; 2025Q3: 53,966,784 shares; 2025Q4: 55,273,064 shares; 2026Q1: 51,321,269 shares; 2026Q2: 44,576,925 shares 44,576,925$9.74B3.9%-6,744,344Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,474,418 shares; 2024Q4: 17,440,379 shares; 2025Q1: 18,352,893 shares; 2025Q2: 20,981,556 shares; 2025Q3: 23,008,930 shares; 2025Q4: 21,489,205 shares; 2026Q1: 26,272,163 shares; 2026Q2: 110,769,908 shares 110,769,908$8.86B3.55%+84,497,745Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,391,682 shares; 2024Q4: 15,917,052 shares; 2025Q1: 16,130,782 shares; 2025Q2: 16,788,189 shares; 2025Q3: 17,324,351 shares; 2025Q4: 17,839,205 shares; 2026Q1: 18,664,465 shares; 2026Q2: 19,222,366 shares 19,222,366$6.47B2.59%+557,901Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,059,249 shares; 2024Q4: 9,715,329 shares; 2025Q1: 10,190,121 shares; 2025Q2: 10,635,085 shares; 2025Q3: 11,290,255 shares; 2025Q4: 35,085,170 shares; 2026Q1: 49,428,037 shares; 2026Q2: 53,299,660 shares 53,299,660$4.38B1.75%+3,871,623Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,939,303 shares; 2024Q4: 60,525,582 shares; 2025Q1: 62,382,141 shares; 2025Q2: 66,774,459 shares; 2025Q3: 71,364,109 shares; 2025Q4: 76,564,104 shares; 2026Q1: 79,586,891 shares; 2026Q2: 87,505,839 shares 87,505,839$4.05B1.62%+7,918,948Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,071,058 shares; 2024Q4: 61,462,419 shares; 2025Q1: 54,121,352 shares; 2025Q2: 49,517,444 shares; 2025Q3: 51,311,775 shares; 2025Q4: 52,908,486 shares; 2026Q1: 54,998,602 shares; 2026Q2: 56,820,243 shares 56,820,243$4.01B1.61%+1,821,641Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,122,184 shares; 2024Q4: 19,425,031 shares; 2025Q1: 20,808,055 shares; 2025Q2: 22,299,575 shares; 2025Q3: 61,767,288 shares; 2025Q4: 88,011,098 shares; 2026Q1: 95,360,826 shares; 2026Q2: 102,450,126 shares 102,450,126$3.79B1.52%+7,089,300Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,279,943 shares; 2024Q4: 9,740,751 shares; 2025Q1: 10,240,732 shares; 2025Q2: 10,828,766 shares; 2025Q3: 11,256,502 shares; 2025Q4: 11,577,955 shares; 2026Q1: 10,453,379 shares; 2026Q2: 8,705,412 shares 8,705,412$3.48B1.39%-1,747,967Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,176,473 shares; 2024Q4: 5,892,052 shares; 2025Q1: 6,189,537 shares; 2025Q2: 7,776,974 shares; 2025Q3: 19,051,672 shares; 2025Q4: 30,941,102 shares; 2026Q1: 30,361,872 shares; 2026Q2: 33,269,635 shares 33,269,635$3.45B1.38%+2,907,763Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482,698 shares; 2024Q4: 1,734,575 shares; 2025Q1: 2,121,798 shares; 2025Q2: 2,291,692 shares; 2025Q3: 14,885,601 shares; 2025Q4: 16,260,705 shares; 2026Q1: 19,864,667 shares; 2026Q2: 22,721,296 shares 22,721,296$3.35B1.34%+2,856,629Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767,663 shares; 2024Q4: 2,306,508 shares; 2025Q1: 3,109,514 shares; 2025Q2: 3,751,823 shares; 2025Q3: 4,108,025 shares; 2025Q4: 4,514,530 shares; 2026Q1: 12,018,453 shares; 2026Q2: 15,105,851 shares 15,105,851$2.91B1.17%+3,087,398Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098,662 shares; 2024Q4: 1,463,971 shares; 2025Q1: 1,926,440 shares; 2025Q2: 2,287,145 shares; 2025Q3: 2,620,999 shares; 2025Q4: 2,873,037 shares; 2026Q1: 8,423,796 shares; 2026Q2: 9,337,818 shares 9,337,818$2.65B1.06%+914,022Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070,046 shares; 2024Q4: 1,504,944 shares; 2025Q1: 2,029,711 shares; 2025Q2: 2,562,621 shares; 2025Q3: 2,948,468 shares; 2025Q4: 3,332,469 shares; 2026Q1: 8,516,303 shares; 2026Q2: 9,677,106 shares 9,677,106$2.25B0.9%+1,160,803Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968,047 shares; 2024Q4: 1,326,410 shares; 2025Q1: 1,814,959 shares; 2025Q2: 2,293,189 shares; 2025Q3: 2,608,376 shares; 2025Q4: 2,821,584 shares; 2026Q1: 5,922,207 shares; 2026Q2: 6,628,784 shares 6,628,784$2.24B0.9%+706,577Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591,778 shares; 2024Q4: 818,188 shares; 2025Q1: 1,097,614 shares; 2025Q2: 1,315,091 shares; 2025Q3: 1,486,773 shares; 2025Q4: 1,677,698 shares; 2026Q1: 5,077,240 shares; 2026Q2: 5,801,727 shares 5,801,727$2.16B0.87%+724,487Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,159,445 shares; 2024Q4: 17,716,121 shares; 2025Q1: 18,411,354 shares; 2025Q2: 18,702,026 shares; 2025Q3: 34,132,198 shares; 2025Q4: 45,756,884 shares; 2026Q1: 58,747,186 shares; 2026Q2: 61,365,155 shares 61,365,155$2.16B0.86%+2,617,969Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707,301 shares; 2024Q4: 961,106 shares; 2025Q1: 1,148,294 shares; 2025Q2: 1,773,729 shares; 2025Q3: 1,919,469 shares; 2025Q4: 18,568,675 shares; 2026Q1: 20,057,125 shares; 2026Q2: 21,551,842 shares 21,551,842$1.75B0.7%+1,494,717Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739,069 shares; 2024Q4: 961,987 shares; 2025Q1: 1,198,179 shares; 2025Q2: 1,384,762 shares; 2025Q3: 1,488,771 shares; 2025Q4: 1,602,037 shares; 2026Q1: 3,762,687 shares; 2026Q2: 3,984,469 shares 3,984,469$1.46B0.58%+221,782Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,081,678 shares; 2024Q4: 6,294,142 shares; 2025Q1: 6,092,014 shares; 2025Q2: 6,165,916 shares; 2025Q3: 5,232,290 shares; 2025Q4: 5,355,686 shares; 2026Q1: 6,741,171 shares; 2026Q2: 6,829,303 shares 6,829,303$1.24B0.5%+88,132Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538,767 shares; 2024Q4: 852,304 shares; 2025Q1: 1,262,644 shares; 2025Q2: 1,815,339 shares; 2025Q3: 2,285,296 shares; 2025Q4: 2,779,380 shares; 2026Q1: 3,415,137 shares; 2026Q2: 4,165,109 shares 4,165,109$1.21B0.49%+749,972Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,736,357 shares; 2024Q4: 9,320,249 shares; 2025Q1: 10,056,638 shares; 2025Q2: 10,804,657 shares; 2025Q3: 10,047,475 shares; 2025Q4: 9,708,345 shares; 2026Q1: 7,702,234 shares; 2026Q2: 6,991,663 shares 6,991,663$1.15B0.46%-710,571Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,092,431 shares; 2024Q4: 4,224,958 shares; 2025Q1: 5,837,667 shares; 2025Q2: 7,394,186 shares; 2025Q3: 8,606,166 shares; 2025Q4: 9,989,957 shares; 2026Q1: 12,067,891 shares; 2026Q2: 14,415,274 shares 14,415,274$1.09B0.44%+2,347,383Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,192 shares; 2024Q4: 113,685 shares; 2025Q1: 149,687 shares; 2025Q2: 188,578 shares; 2025Q3: 218,571 shares; 2025Q4: 235,911 shares; 2026Q1: 650,867 shares; 2026Q2: 746,099 shares 746,099$901M0.36%+95,232Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884,179 shares; 2024Q4: 4,306,885 shares; 2025Q1: 4,831,365 shares; 2025Q2: 5,698,055 shares; 2025Q3: 6,130,302 shares; 2025Q4: 6,417,565 shares; 2026Q1: 7,651,770 shares; 2026Q2: 8,102,785 shares 8,102,785$890M0.36%+451,015Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,829 shares; 2024Q4: 59,115 shares; 2025Q1: 102,709 shares; 2025Q2: 160,117 shares; 2025Q3: 199,782 shares; 2025Q4: 237,910 shares; 2026Q1: 1,793,762 shares; 2026Q2: 1,978,934 shares 1,978,934$856M0.34%+185,172Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,884,776 shares; 2024Q4: 1,924,969 shares; 2025Q1: 1,980,162 shares; 2025Q2: 1,987,578 shares; 2025Q3: 2,067,298 shares; 2025Q4: 2,182,394 shares; 2026Q1: 2,174,537 shares; 2026Q2: 2,381,659 shares 2,381,659$852M0.34%+207,122Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,874 shares; 2024Q4: 204,518 shares; 2025Q1: 283,481 shares; 2025Q2: 366,649 shares; 2025Q3: 421,626 shares; 2025Q4: 503,137 shares; 2026Q1: 1,394,773 shares; 2026Q2: 1,518,377 shares 1,518,377$836M0.33%+123,604Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552,495 shares; 2024Q4: 2,685,061 shares; 2025Q1: 3,955,630 shares; 2025Q2: 5,646,393 shares; 2025Q3: 7,854,486 shares; 2025Q4: 10,333,172 shares; 2026Q1: 13,483,605 shares; 2026Q2: 16,425,629 shares 16,425,629$796M0.32%+2,942,024Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,213,854 shares; 2024Q4: 7,332,914 shares; 2025Q1: 6,657,608 shares; 2025Q2: 6,964,529 shares; 2025Q3: 2,639,026 shares; 2025Q4: 2,499,811 shares; 2026Q1: 2,976,080 shares; 2026Q2: 2,634,215 shares 2,634,215$789M0.32%-341,865Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,780 shares; 2024Q4: 223,959 shares; 2025Q1: 390,771 shares; 2025Q2: 535,373 shares; 2025Q3: 607,672 shares; 2025Q4: 696,672 shares; 2026Q1: 1,307,106 shares; 2026Q2: 1,508,092 shares 1,508,092$787M0.32%+200,986Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,307 shares; 2024Q4: 607,400 shares; 2025Q1: 683,904 shares; 2025Q2: 773,617 shares; 2025Q3: 814,667 shares; 2025Q4: 874,716 shares; 2026Q1: 961,155 shares; 2026Q2: 1,036,683 shares 1,036,683$761M0.3%+75,528Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,590 shares; 2024Q4: 119,583 shares; 2025Q1: 157,902 shares; 2025Q2: 190,437 shares; 2025Q3: 220,011 shares; 2025Q4: 252,076 shares; 2026Q1: 1,879,140 shares; 2026Q2: 2,270,683 shares 2,270,683$760M0.3%+391,543Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,045 shares; 2024Q4: 400,306 shares; 2025Q1: 492,604 shares; 2025Q2: 566,728 shares; 2025Q3: 636,370 shares; 2025Q4: 699,680 shares; 2026Q1: 1,902,811 shares; 2026Q2: 2,229,928 shares 2,229,928$751M0.3%+327,117Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,031 shares; 2024Q4: 601,772 shares; 2025Q1: 769,996 shares; 2025Q2: 915,896 shares; 2025Q3: 1,025,461 shares; 2025Q4: 1,131,539 shares; 2026Q1: 1,966,359 shares; 2026Q2: 2,180,764 shares 2,180,764$717M0.29%+214,405Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,086,052 shares; 2024Q4: 3,598,079 shares; 2025Q1: 4,525,078 shares; 2025Q2: 5,474,798 shares; 2025Q3: 6,145,989 shares; 2025Q4: 6,827,466 shares; 2026Q1: 8,269,770 shares; 2026Q2: 9,268,731 shares 9,268,731$708M0.28%+998,961Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,377,783 shares; 2024Q4: 4,351,905 shares; 2025Q1: 3,230,661 shares; 2025Q2: 3,499,272 shares; 2025Q3: 3,669,595 shares; 2025Q4: 2,992,615 shares; 2026Q1: 6,354,951 shares; 2026Q2: 6,626,048 shares 6,626,048$680M0.27%+271,097Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361,885 shares; 2024Q4: 2,419,536 shares; 2025Q1: 2,454,026 shares; 2025Q2: 2,412,159 shares; 2025Q3: 2,495,402 shares; 2025Q4: 2,627,102 shares; 2026Q1: 3,133,089 shares; 2026Q2: 3,377,503 shares 3,377,503$672M0.27%+244,414Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,176,661 shares; 2024Q4: 3,985,097 shares; 2025Q1: 2,531,729 shares; 2025Q2: 2,037,447 shares; 2025Q3: 1,488,282 shares; 2025Q4: 1,507,315 shares; 2026Q1: 2,641,153 shares; 2026Q2: 2,718,123 shares 2,718,123$660M0.26%+76,970Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,786 shares; 2024Q4: 34,794 shares; 2025Q1: 49,208 shares; 2025Q2: 76,216 shares; 2025Q3: 91,161 shares; 2025Q4: 105,353 shares; 2026Q1: 414,402 shares; 2026Q2: 535,824 shares 535,824$607M0.24%+121,422Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,649,688 shares; 2024Q4: 12,598,311 shares; 2025Q1: 9,822,559 shares; 2025Q2: 8,424,731 shares; 2025Q3: 6,869,047 shares; 2025Q4: 6,770,170 shares; 2026Q1: 7,441,607 shares; 2026Q2: 7,542,634 shares 7,542,634$574M0.23%+101,027Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069,637 shares; 2024Q4: 1,750,757 shares; 2025Q1: 2,633,492 shares; 2025Q2: 3,845,225 shares; 2025Q3: 4,799,841 shares; 2025Q4: 6,149,146 shares; 2026Q1: 7,801,326 shares; 2026Q2: 12,776,470 shares 12,776,470$556M0.22%+4,975,144Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699,335 shares; 2024Q4: 860,651 shares; 2025Q1: 1,096,198 shares; 2025Q2: 1,395,581 shares; 2025Q3: 1,542,835 shares; 2025Q4: 1,736,188 shares; 2026Q1: 2,055,747 shares; 2026Q2: 2,318,930 shares 2,318,930$544M0.22%+263,183Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,239 shares; 2024Q4: 93,441 shares; 2025Q1: 113,937 shares; 2025Q2: 130,182 shares; 2025Q3: 143,275 shares; 2025Q4: 150,758 shares; 2026Q1: 946,497 shares; 2026Q2: 1,040,381 shares 1,040,381$541M0.22%+93,884Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,872,287 shares; 2024Q4: 3,442,958 shares; 2025Q1: 3,529,097 shares; 2025Q2: 4,381,736 shares; 2025Q3: 5,703,321 shares; 2025Q4: 6,954,599 shares; 2026Q1: 8,880,433 shares; 2026Q2: 10,675,389 shares 10,675,389$540M0.22%+1,794,956Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,694,597 shares; 2024Q4: 6,738,037 shares; 2025Q1: 5,298,751 shares; 2025Q2: 4,658,236 shares; 2025Q3: 3,796,121 shares; 2025Q4: 3,875,232 shares; 2026Q1: 4,299,898 shares; 2026Q2: 4,373,043 shares 4,373,043$533M0.21%+73,145Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,486,383 shares; 2024Q4: 2,225,640 shares; 2025Q1: 3,322,912 shares; 2025Q2: 4,591,124 shares; 2025Q3: 5,999,008 shares; 2025Q4: 7,527,486 shares; 2026Q1: 9,610,507 shares; 2026Q2: 11,551,154 shares 11,551,154$529M0.21%+1,940,647Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,431,899 shares; 2024Q4: 1,630,781 shares; 2025Q1: 1,882,559 shares; 2025Q2: 2,143,196 shares; 2025Q3: 2,343,326 shares; 2025Q4: 2,595,284 shares; 2026Q1: 2,985,657 shares; 2026Q2: 3,335,671 shares 3,335,671$528M0.21%+350,014Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,026 shares; 2024Q4: 880,464 shares; 2025Q1: 1,421,426 shares; 2025Q2: 1,509,160 shares; 2025Q3: 2,000,192 shares; 2025Q4: 3,046,853 shares; 2026Q1: 4,262,711 shares; 2026Q2: 5,346,733 shares 5,346,733$505M0.2%+1,084,022Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,229 shares; 2024Q4: 157,141 shares; 2025Q1: 213,358 shares; 2025Q2: 256,451 shares; 2025Q3: 314,297 shares; 2025Q4: 363,361 shares; 2026Q1: 2,787,314 shares; 2026Q2: 3,020,851 shares 3,020,851$495M0.2%+233,537Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,272,017 shares; 2024Q4: 6,887,870 shares; 2025Q1: 2,810,381 shares; 2025Q2: 2,043,236 shares; 2025Q3: 2,166,492 shares; 2025Q4: 2,417,959 shares; 2026Q1: 5,513,003 shares; 2026Q2: 9,539,391 shares 9,539,391$483M0.19%+4,026,388Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,484 shares; 2024Q4: 168,892 shares; 2025Q1: 251,774 shares; 2025Q2: 346,120 shares; 2025Q3: 410,930 shares; 2025Q4: 483,730 shares; 2026Q1: 573,848 shares; 2026Q2: 672,073 shares 672,073$475M0.19%+98,225Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,827 shares; 2024Q4: 308,063 shares; 2025Q1: 371,321 shares; 2025Q2: 436,446 shares; 2025Q3: 480,061 shares; 2025Q4: 518,976 shares; 2026Q1: 1,134,310 shares; 2026Q2: 3,978,899 shares 3,978,899$474M0.19%+2,844,589Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,945 shares; 2024Q4: 456,747 shares; 2025Q1: 559,577 shares; 2025Q2: 664,870 shares; 2025Q3: 745,052 shares; 2025Q4: 819,260 shares; 2026Q1: 1,551,388 shares; 2026Q2: 1,814,780 shares 1,814,780$462M0.18%+263,392Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508,257 shares; 2024Q4: 562,985 shares; 2025Q1: 568,450 shares; 2025Q2: 611,282 shares; 2025Q3: 673,817 shares; 2025Q4: 801,376 shares; 2026Q1: 2,718,482 shares; 2026Q2: 2,897,206 shares 2,897,206$443M0.18%+178,724Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,234 shares; 2024Q4: 1,786 shares; 2025Q1: 2,680 shares; 2025Q2: 3,787 shares; 2025Q3: 5,148 shares; 2025Q4: 5,447 shares; 2026Q1: 121,580 shares; 2026Q2: 1,730,199 shares 1,730,199$430M0.17%+1,608,619Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,331,908 shares; 2024Q4: 5,888,244 shares; 2025Q1: 4,497,096 shares; 2025Q2: 2,759,719 shares; 2025Q3: 2,811,945 shares; 2025Q4: 2,849,667 shares; 2026Q1: 2,990,288 shares; 2026Q2: 3,194,451 shares 3,194,451$424M0.17%+204,163Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,394 shares; 2024Q4: 342,879 shares; 2025Q1: 418,272 shares; 2025Q2: 494,365 shares; 2025Q3: 555,676 shares; 2025Q4: 643,191 shares; 2026Q1: 773,538 shares; 2026Q2: 1,116,824 shares 1,116,824$405M0.16%+343,286Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,464 shares; 2024Q4: 236,852 shares; 2025Q1: 300,965 shares; 2025Q2: 357,262 shares; 2025Q3: 403,696 shares; 2025Q4: 462,320 shares; 2026Q1: 706,009 shares; 2026Q2: 778,207 shares 778,207$388M0.16%+72,198Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,332 shares; 2024Q4: 251,389 shares; 2025Q1: 382,989 shares; 2025Q2: 537,909 shares; 2025Q3: 640,243 shares; 2025Q4: 727,936 shares; 2026Q1: 2,917,317 shares; 2026Q2: 2,826,595 shares 2,826,595$386M0.15%-90,722Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673,328 shares; 2024Q4: 860,648 shares; 2025Q1: 1,091,254 shares; 2025Q2: 1,276,843 shares; 2025Q3: 1,412,307 shares; 2025Q4: 1,523,650 shares; 2026Q1: 6,537,754 shares; 2026Q2: 6,659,618 shares 6,659,618$385M0.15%+121,864Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,329 shares; 2024Q4: 21,267 shares; 2025Q1: 45,489 shares; 2025Q2: 121,092 shares; 2025Q3: 154,897 shares; 2025Q4: 165,366 shares; 2026Q1: 465,418 shares; 2026Q2: 611,771 shares 611,771$385M0.15%+146,353Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,185 shares; 2024Q4: 554,349 shares; 2025Q1: 697,011 shares; 2025Q2: 832,799 shares; 2025Q3: 955,975 shares; 2025Q4: 1,045,296 shares; 2026Q1: 2,031,200 shares; 2026Q2: 2,182,507 shares 2,182,507$373M0.15%+151,307Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 7,555 shares; 2025Q1: 13,523 shares; 2025Q2: 19,224 shares; 2025Q3: 24,380 shares; 2025Q4: 27,207 shares; 2026Q1: 183,763 shares; 2026Q2: 203,449 shares 203,449$365M0.15%+19,686Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,089,219 shares; 2024Q4: 8,441,577 shares; 2025Q1: 7,915,281 shares; 2025Q2: 4,814,006 shares; 2025Q3: 1,017,868 shares; 2025Q4: 1,039,000 shares; 2026Q1: 1,191,917 shares; 2026Q2: 1,211,945 shares 1,211,945$363M0.15%+20,028Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,429,329 shares; 2024Q4: 2,723,188 shares; 2025Q1: 6,862,034 shares; 2025Q2: 10,068,578 shares; 2025Q3: 2,089,493 shares; 2025Q4: 976,829 shares; 2026Q1: 4,197,675 shares; 2026Q2: 2,947,269 shares 2,947,269$355M0.14%-1,250,406Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,888 shares; 2024Q4: 412,041 shares; 2025Q1: 541,120 shares; 2025Q2: 715,212 shares; 2025Q3: 825,732 shares; 2025Q4: 911,775 shares; 2026Q1: 3,211,555 shares; 2026Q2: 4,142,748 shares 4,142,748$347M0.14%+931,193Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,529 shares; 2024Q4: 154,129 shares; 2025Q1: 239,337 shares; 2025Q2: 302,460 shares; 2025Q3: 350,825 shares; 2025Q4: 391,857 shares; 2026Q1: 741,379 shares; 2026Q2: 911,808 shares 911,808$346M0.14%+170,429Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396,618 shares; 2024Q4: 519,058 shares; 2025Q1: 677,436 shares; 2025Q2: 767,003 shares; 2025Q3: 856,139 shares; 2025Q4: 942,867 shares; 2026Q1: 1,758,650 shares; 2026Q2: 1,830,823 shares 1,830,823$344M0.14%+72,173Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208,041 shares; 2024Q4: 1,516,730 shares; 2025Q1: 1,510,950 shares; 2025Q2: 1,962,716 shares; 2025Q3: 2,071,369 shares; 2025Q4: 2,272,610 shares; 2026Q1: 2,953,836 shares; 2026Q2: 3,176,798 shares 3,176,798$342M0.14%+222,962Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,126 shares; 2024Q4: 532,288 shares; 2025Q1: 679,906 shares; 2025Q2: 798,156 shares; 2025Q3: 899,293 shares; 2025Q4: 976,312 shares; 2026Q1: 2,218,265 shares; 2026Q2: 2,282,116 shares 2,282,116$340M0.14%+63,851Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860,215 shares; 2024Q4: 3,189,832 shares; 2025Q1: 3,346,454 shares; 2025Q2: 3,845,647 shares; 2025Q3: 3,376,293 shares; 2025Q4: 3,580,407 shares; 2026Q1: 4,207,293 shares; 2026Q2: 4,612,354 shares 4,612,354$340M0.14%+405,061Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684,179 shares; 2024Q4: 699,325 shares; 2025Q1: 723,604 shares; 2025Q2: 767,631 shares; 2025Q3: 806,462 shares; 2025Q4: 882,883 shares; 2026Q1: 1,036,302 shares; 2026Q2: 1,100,734 shares 1,100,734$329M0.13%+64,432Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,290 shares; 2024Q4: 606,467 shares; 2025Q1: 797,908 shares; 2025Q2: 853,896 shares; 2025Q3: 838,536 shares; 2025Q4: 879,646 shares; 2026Q1: 2,659,381 shares; 2026Q2: 2,548,737 shares 2,548,737$328M0.13%-110,644Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,574 shares; 2024Q4: 67,586 shares; 2025Q1: 87,961 shares; 2025Q2: 99,474 shares; 2025Q3: 111,628 shares; 2025Q4: 117,477 shares; 2026Q1: 547,071 shares; 2026Q2: 762,851 shares 762,851$326M0.13%+215,780Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,375 shares; 2024Q4: 104,908 shares; 2025Q1: 128,299 shares; 2025Q2: 150,189 shares; 2025Q3: 169,572 shares; 2025Q4: 187,389 shares; 2026Q1: 925,742 shares; 2026Q2: 831,003 shares 831,003$322M0.13%-94,739Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,032 shares; 2024Q4: 134,393 shares; 2025Q1: 173,049 shares; 2025Q2: 196,551 shares; 2025Q3: 224,407 shares; 2025Q4: 245,141 shares; 2026Q1: 453,252 shares; 2026Q2: 522,480 shares 522,480$321M0.13%+69,228Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,878 shares; 2024Q4: 493,749 shares; 2025Q1: 944,747 shares; 2025Q2: 1,757,166 shares; 2025Q3: 2,122,912 shares; 2025Q4: 2,483,557 shares; 2026Q1: 2,930,243 shares; 2026Q2: 3,383,745 shares 3,383,745$318M0.13%+453,502Timeline
AZNASTRAZENECA PLCQuarterly 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: 1,004,416 shares; 2026Q2: 1,670,876 shares 1,670,876$315M0.13%+666,460Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,621,552 shares; 2024Q4: 2,756,003 shares; 2025Q1: 3,130,494 shares; 2025Q2: 3,403,180 shares; 2025Q3: 3,662,285 shares; 2025Q4: 4,156,760 shares; 2026Q1: 4,846,903 shares; 2026Q2: 5,276,639 shares 5,276,639$312M0.12%+429,736Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,192,350 shares; 2024Q4: 2,328,337 shares; 2025Q1: 2,442,915 shares; 2025Q2: 2,572,625 shares; 2025Q3: 2,694,026 shares; 2025Q4: 2,891,080 shares; 2026Q1: 3,468,500 shares; 2026Q2: 3,710,153 shares 3,710,153$307M0.12%+241,653Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,105 shares; 2024Q4: 136,819 shares; 2025Q1: 155,445 shares; 2025Q2: 173,116 shares; 2025Q3: 185,573 shares; 2025Q4: 196,282 shares; 2026Q1: 1,821,796 shares; 2026Q2: 1,974,043 shares 1,974,043$307M0.12%+152,247Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,749 shares; 2024Q4: 53,498 shares; 2025Q1: 70,621 shares; 2025Q2: 94,521 shares; 2025Q3: 107,752 shares; 2025Q4: 118,964 shares; 2026Q1: 229,707 shares; 2026Q2: 307,274 shares 307,274$307M0.12%+77,567Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,669 shares; 2024Q4: 275,859 shares; 2025Q1: 386,533 shares; 2025Q2: 532,145 shares; 2025Q3: 639,369 shares; 2025Q4: 737,129 shares; 2026Q1: 990,403 shares; 2026Q2: 1,879,380 shares 1,879,380$302M0.12%+888,977Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,404,373 shares; 2024Q4: 4,537,638 shares; 2025Q1: 4,861,523 shares; 2025Q2: 5,231,840 shares; 2025Q3: 5,577,746 shares; 2025Q4: 4,731,983 shares; 2026Q1: 2,851,583 shares; 2026Q2: 1,996,544 shares 1,996,544$283M0.11%-855,039Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,319 shares; 2024Q4: 31,970 shares; 2025Q1: 46,037 shares; 2025Q2: 58,265 shares; 2025Q3: 71,836 shares; 2025Q4: 81,207 shares; 2026Q1: 401,050 shares; 2026Q2: 565,708 shares 565,708$282M0.11%+164,658Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,581 shares; 2024Q4: 62,476 shares; 2025Q1: 87,924 shares; 2025Q2: 106,916 shares; 2025Q3: 124,725 shares; 2025Q4: 137,368 shares; 2026Q1: 241,960 shares; 2026Q2: 287,925 shares 287,925$274M0.11%+45,965Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,731 shares; 2024Q4: 404,936 shares; 2025Q1: 539,563 shares; 2025Q2: 646,114 shares; 2025Q3: 743,492 shares; 2025Q4: 829,857 shares; 2026Q1: 3,276,983 shares; 2026Q2: 3,316,914 shares 3,316,914$274M0.11%+39,931Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578,410 shares; 2024Q4: 726,347 shares; 2025Q1: 930,668 shares; 2025Q2: 1,211,347 shares; 2025Q3: 1,454,093 shares; 2025Q4: 1,733,531 shares; 2026Q1: 2,193,118 shares; 2026Q2: 2,797,471 shares 2,797,471$274M0.11%+604,353Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477,229 shares; 2024Q4: 3,540,054 shares; 2025Q1: 4,221,532 shares; 2025Q2: 4,878,673 shares; 2025Q3: 5,639,255 shares; 2025Q4: 6,465,368 shares; 2026Q1: 8,345,201 shares; 2026Q2: 9,888,149 shares 9,888,149$271M0.11%+1,542,948Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,859 shares; 2024Q4: 82,382 shares; 2025Q1: 105,534 shares; 2025Q2: 120,661 shares; 2025Q3: 107,497 shares; 2025Q4: 120,817 shares; 2026Q1: 3,886,821 shares; 2026Q2: 4,313,503 shares 4,313,503$271M0.11%+426,682Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,771 shares; 2024Q4: 36,576 shares; 2025Q1: 50,692 shares; 2025Q2: 66,936 shares; 2025Q3: 92,616 shares; 2025Q4: 115,379 shares; 2026Q1: 761,718 shares; 2026Q2: 725,826 shares 725,826$268M0.11%-35,892Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,652 shares; 2024Q4: 1,289,294 shares; 2025Q1: 1,658,202 shares; 2025Q2: 2,273,241 shares; 2025Q3: 2,530,509 shares; 2025Q4: 3,494,632 shares; 2026Q1: 4,791,027 shares; 2026Q2: 7,349,241 shares 7,349,241$266M0.11%+2,558,214Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854,995 shares; 2024Q4: 1,335,007 shares; 2025Q1: 1,963,522 shares; 2025Q2: 2,946,022 shares; 2025Q3: 3,578,414 shares; 2025Q4: 4,182,196 shares; 2026Q1: 5,426,564 shares; 2026Q2: 6,460,417 shares 6,460,417$266M0.11%+1,033,853Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,210 shares; 2024Q4: 27,561 shares; 2025Q1: 37,916 shares; 2025Q2: 41,842 shares; 2025Q3: 45,998 shares; 2025Q4: 57,783 shares; 2026Q1: 594,884 shares; 2026Q2: 659,078 shares 659,078$266M0.11%+64,194Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,396,181 shares; 2024Q4: 1,508,819 shares; 2025Q1: 1,658,980 shares; 2025Q2: 1,861,338 shares; 2025Q3: 2,119,821 shares; 2025Q4: 2,460,506 shares; 2026Q1: 3,109,181 shares; 2026Q2: 3,393,708 shares 3,393,708$261M0.1%+284,527Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,228 shares; 2024Q4: 766,218 shares; 2025Q1: 1,193,604 shares; 2025Q2: 1,575,902 shares; 2025Q3: 1,837,887 shares; 2025Q4: 2,128,223 shares; 2026Q1: 2,467,657 shares; 2026Q2: 2,968,361 shares 2,968,361$258M0.1%+500,704Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,382,526 shares; 2024Q4: 2,400,592 shares; 2025Q1: 1,311,587 shares; 2025Q2: 1,062,970 shares; 2025Q3: 906,506 shares; 2025Q4: 845,509 shares; 2026Q1: 984,444 shares; 2026Q2: 1,035,273 shares 1,035,273$251M0.1%+50,829Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,932 shares; 2024Q4: 154,645 shares; 2025Q1: 178,952 shares; 2025Q2: 228,533 shares; 2025Q3: 260,239 shares; 2025Q4: 285,788 shares; 2026Q1: 777,405 shares; 2026Q2: 988,813 shares 988,813$250M0.1%+211,408Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,429 shares; 2024Q4: 394,076 shares; 2025Q1: 523,919 shares; 2025Q2: 630,412 shares; 2025Q3: 686,469 shares; 2025Q4: 744,890 shares; 2026Q1: 2,048,234 shares; 2026Q2: 2,149,133 shares 2,149,133$245M0.1%+100,899Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,676 shares; 2024Q4: 5,170 shares; 2025Q1: 12,247 shares; 2025Q2: 17,133 shares; 2025Q3: 25,531 shares; 2025Q4: 33,798 shares; 2026Q1: 207,057 shares; 2026Q2: 233,947 shares 233,947$245M0.1%+26,890Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,096 shares; 2024Q4: 328,672 shares; 2025Q1: 461,806 shares; 2025Q2: 587,937 shares; 2025Q3: 718,097 shares; 2025Q4: 867,613 shares; 2026Q1: 1,480,640 shares; 2026Q2: 2,108,692 shares 2,108,692$244M0.1%+628,052Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,153 shares; 2024Q4: 86,915 shares; 2025Q1: 103,983 shares; 2025Q2: 129,026 shares; 2025Q3: 152,635 shares; 2025Q4: 160,730 shares; 2026Q1: 506,040 shares; 2026Q2: 463,287 shares 463,287$237M0.09%-42,753Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,603 shares; 2024Q4: 88,815 shares; 2025Q1: 117,570 shares; 2025Q2: 153,070 shares; 2025Q3: 177,886 shares; 2025Q4: 202,151 shares; 2026Q1: 731,337 shares; 2026Q2: 677,273 shares 677,273$236M0.09%-54,064Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,005 shares; 2024Q4: 42,368 shares; 2025Q1: 600,596 shares; 2025Q2: 1,323,831 shares; 2025Q3: 1,435,255 shares; 2025Q4: 1,542,662 shares; 2026Q1: 2,077,244 shares; 2026Q2: 1,927,184 shares 1,927,184$235M0.09%-150,060Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,477 shares; 2024Q4: 7,753 shares; 2025Q1: 10,386 shares; 2025Q2: 13,237 shares; 2025Q3: 15,018 shares; 2025Q4: 16,181 shares; 2026Q1: 637,285 shares; 2026Q2: 676,017 shares 676,017$231M0.09%+38,732Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,848 shares; 2024Q4: 59,023 shares; 2025Q1: 89,120 shares; 2025Q2: 112,559 shares; 2025Q3: 143,638 shares; 2025Q4: 187,452 shares; 2026Q1: 753,724 shares; 2026Q2: 752,974 shares 752,974$230M0.09%-750Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,954,789 shares; 2024Q4: 1,912,378 shares; 2025Q1: 646,506 shares; 2025Q2: 688,885 shares; 2025Q3: 562,371 shares; 2025Q4: 515,197 shares; 2026Q1: 617,063 shares; 2026Q2: 638,366 shares 638,366$228M0.09%+21,303Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,779 shares; 2025Q1: 80,441 shares; 2025Q2: 96,338 shares; 2025Q3: 105,575 shares; 2025Q4: 114,446 shares; 2026Q1: 209,745 shares; 2026Q2: 236,624 shares 236,624$228M0.09%+26,879Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,789 shares; 2024Q4: 511,521 shares; 2025Q1: 677,924 shares; 2025Q2: 805,219 shares; 2025Q3: 884,130 shares; 2025Q4: 974,546 shares; 2026Q1: 1,610,470 shares; 2026Q2: 1,743,676 shares 1,743,676$224M0.09%+133,206Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,940 shares; 2024Q4: 39,661 shares; 2025Q1: 50,989 shares; 2025Q2: 69,507 shares; 2025Q3: 74,859 shares; 2025Q4: 77,808 shares; 2026Q1: 1,308,753 shares; 2026Q2: 1,040,466 shares 1,040,466$222M0.09%-268,287Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 949 shares; 2024Q4: 1,953 shares; 2025Q1: 1,893 shares; 2025Q2: 3,362 shares; 2025Q3: 3,866 shares; 2025Q4: 9,549 shares; 2026Q1: 2,114,031 shares; 2026Q2: 2,269,585 shares 2,269,585$221M0.09%+155,554Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,032 shares; 2024Q4: 447,517 shares; 2025Q1: 995,431 shares; 2025Q2: 1,423,466 shares; 2025Q3: 1,968,503 shares; 2025Q4: 2,453,453 shares; 2026Q1: 3,127,790 shares; 2026Q2: 4,279,043 shares 4,279,043$220M0.09%+1,151,253Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,105 shares; 2024Q4: 139,463 shares; 2025Q1: 173,782 shares; 2025Q2: 205,455 shares; 2025Q3: 235,843 shares; 2025Q4: 255,933 shares; 2026Q1: 852,691 shares; 2026Q2: 806,975 shares 806,975$218M0.09%-45,716Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,293 shares; 2024Q4: 143,968 shares; 2025Q1: 177,257 shares; 2025Q2: 218,296 shares; 2025Q3: 236,806 shares; 2025Q4: 266,762 shares; 2026Q1: 1,416,827 shares; 2026Q2: 1,534,134 shares 1,534,134$217M0.09%+117,307Timeline
TTETOTALENERGIES SEQuarterly 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: 264,923 shares; 2026Q1: 2,616,965 shares; 2026Q2: 2,823,517 shares 2,823,517$217M0.09%+206,552Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,069 shares; 2024Q4: 14,731 shares; 2025Q1: 18,794 shares; 2025Q2: 32,859 shares; 2025Q3: 43,676 shares; 2025Q4: 54,061 shares; 2026Q1: 12,478,180 shares; 2026Q2: 12,497,549 shares 12,497,549$215M0.09%+19,369Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,607 shares; 2024Q4: 315,313 shares; 2025Q1: 394,008 shares; 2025Q2: 452,302 shares; 2025Q3: 507,162 shares; 2025Q4: 550,633 shares; 2026Q1: 944,206 shares; 2026Q2: 936,498 shares 936,498$208M0.08%-7,708Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,193 shares; 2024Q4: 578,769 shares; 2025Q1: 1,116,276 shares; 2025Q2: 1,548,208 shares; 2025Q3: 2,163,891 shares; 2025Q4: 2,717,347 shares; 2026Q1: 3,238,063 shares; 2026Q2: 4,147,919 shares 4,147,919$206M0.08%+909,856Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,651 shares; 2024Q4: 269,472 shares; 2025Q1: 421,982 shares; 2025Q2: 620,928 shares; 2025Q3: 767,494 shares; 2025Q4: 1,203,705 shares; 2026Q1: 2,112,526 shares; 2026Q2: 3,090,804 shares 3,090,804$205M0.08%+978,278Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,542 shares; 2024Q4: 426,303 shares; 2025Q1: 688,084 shares; 2025Q2: 905,565 shares; 2025Q3: 1,153,826 shares; 2025Q4: 1,569,304 shares; 2026Q1: 2,105,680 shares; 2026Q2: 2,562,816 shares 2,562,816$203M0.08%+457,136Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,084 shares; 2024Q4: 22,023 shares; 2025Q1: 30,723 shares; 2025Q2: 34,167 shares; 2025Q3: 35,865 shares; 2025Q4: 41,387 shares; 2026Q1: 3,518,000 shares; 2026Q2: 4,128,651 shares 4,128,651$203M0.08%+610,651Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 6 shares; 2025Q1: 668,517 shares; 2025Q2: 1,446,109 shares; 2025Q3: 2,027,327 shares; 2025Q4: 2,524,737 shares; 2026Q1: 3,042,219 shares; 2026Q2: 3,430,822 shares 3,430,822$193M0.08%+388,603Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,023 shares; 2024Q4: 102,464 shares; 2025Q1: 170,268 shares; 2025Q2: 252,665 shares; 2025Q3: 291,838 shares; 2025Q4: 314,091 shares; 2026Q1: 1,766,840 shares; 2026Q2: 1,812,825 shares 1,812,825$192M0.08%+45,985Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,553 shares; 2024Q4: 3,118 shares; 2025Q1: 4,693 shares; 2025Q2: 6,276 shares; 2025Q3: 6,177 shares; 2025Q4: 7,839 shares; 2026Q1: 2,157,622 shares; 2026Q2: 2,272,626 shares 2,272,626$189M0.08%+115,004Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,495 shares; 2024Q4: 421,688 shares; 2025Q1: 682,647 shares; 2025Q2: 997,424 shares; 2025Q3: 1,369,821 shares; 2025Q4: 1,783,925 shares; 2026Q1: 2,647,604 shares; 2026Q2: 3,479,895 shares 3,479,895$188M0.08%+832,291Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,141 shares; 2024Q4: 118,184 shares; 2025Q1: 142,104 shares; 2025Q2: 171,951 shares; 2025Q3: 190,498 shares; 2025Q4: 202,998 shares; 2026Q1: 842,797 shares; 2026Q2: 1,036,386 shares 1,036,386$187M0.07%+193,589Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,017 shares; 2024Q4: 145,011 shares; 2025Q1: 211,901 shares; 2025Q2: 293,337 shares; 2025Q3: 336,958 shares; 2025Q4: 340,842 shares; 2026Q1: 1,408,262 shares; 2026Q2: 1,791,866 shares 1,791,866$187M0.07%+383,604Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,951 shares; 2024Q4: 22,447 shares; 2025Q1: 24,315 shares; 2025Q2: 26,162 shares; 2025Q3: 34,912 shares; 2025Q4: 39,961 shares; 2026Q1: 8,890,185 shares; 2026Q2: 6,994,045 shares 6,994,045$187M0.07%-1,896,140Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,027 shares; 2024Q4: 522,027 shares; 2025Q1: 690,119 shares; 2025Q2: 803,590 shares; 2025Q3: 889,305 shares; 2025Q4: 948,912 shares; 2026Q1: 3,237,420 shares; 2026Q2: 2,270,401 shares 2,270,401$183M0.07%-967,019Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,217 shares; 2024Q4: 529,995 shares; 2025Q1: 796,488 shares; 2025Q2: 1,112,603 shares; 2025Q3: 1,387,326 shares; 2025Q4: 1,700,817 shares; 2026Q1: 2,019,351 shares; 2026Q2: 2,457,335 shares 2,457,335$182M0.07%+437,984Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,240 shares; 2024Q4: 42,019 shares; 2025Q1: 175,297 shares; 2025Q2: 414,289 shares; 2025Q3: 473,154 shares; 2025Q4: 590,931 shares; 2026Q1: 930,138 shares; 2026Q2: 1,573,727 shares 1,573,727$181M0.07%+643,589Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,845 shares; 2024Q4: 70,856 shares; 2025Q1: 100,769 shares; 2025Q2: 129,222 shares; 2025Q3: 151,914 shares; 2025Q4: 152,388 shares; 2026Q1: 795,422 shares; 2026Q2: 753,450 shares 753,450$179M0.07%-41,972Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,470 shares; 2024Q4: 60,611 shares; 2025Q1: 73,618 shares; 2025Q2: 80,122 shares; 2025Q3: 90,793 shares; 2025Q4: 95,759 shares; 2026Q1: 530,391 shares; 2026Q2: 627,131 shares 627,131$179M0.07%+96,740Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,448 shares; 2024Q4: 124,421 shares; 2025Q1: 160,403 shares; 2025Q2: 173,666 shares; 2025Q3: 200,428 shares; 2025Q4: 224,948 shares; 2026Q1: 584,838 shares; 2026Q2: 663,055 shares 663,055$178M0.07%+78,217Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,519 shares; 2024Q4: 517,926 shares; 2025Q1: 675,963 shares; 2025Q2: 791,641 shares; 2025Q3: 849,352 shares; 2025Q4: 928,049 shares; 2026Q1: 1,591,960 shares; 2026Q2: 2,009,730 shares 2,009,730$178M0.07%+417,770Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,190 shares; 2024Q4: 69,632 shares; 2025Q1: 29,878 shares; 2025Q2: 30,997 shares; 2025Q3: 43,585 shares; 2025Q4: 47,076 shares; 2026Q1: 1,725,801 shares; 2026Q2: 1,867,120 shares 1,867,120$175M0.07%+141,319Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,625 shares; 2024Q4: 347,941 shares; 2025Q1: 475,242 shares; 2025Q2: 653,620 shares; 2025Q3: 741,637 shares; 2025Q4: 871,480 shares; 2026Q1: 1,046,437 shares; 2026Q2: 6,282,053 shares 6,282,053$175M0.07%+5,235,616Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,779 shares; 2024Q4: 242,342 shares; 2025Q1: 293,314 shares; 2025Q2: 315,736 shares; 2025Q3: 337,161 shares; 2025Q4: 372,756 shares; 2026Q1: 621,765 shares; 2026Q2: 687,912 shares 687,912$175M0.07%+66,147Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,991 shares; 2024Q4: 19,757 shares; 2025Q1: 25,522 shares; 2025Q2: 33,816 shares; 2025Q3: 39,791 shares; 2025Q4: 45,940 shares; 2026Q1: 159,643 shares; 2026Q2: 170,305 shares 170,305$174M0.07%+10,662Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,344 shares; 2024Q4: 50,145 shares; 2025Q1: 67,926 shares; 2025Q2: 78,665 shares; 2025Q3: 88,476 shares; 2025Q4: 491,858 shares; 2026Q1: 1,856,285 shares; 2026Q2: 1,752,152 shares 1,752,152$172M0.07%-104,133Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,930 shares; 2024Q4: 53,738 shares; 2025Q1: 71,216 shares; 2025Q2: 90,308 shares; 2025Q3: 110,551 shares; 2025Q4: 157,130 shares; 2026Q1: 790,673 shares; 2026Q2: 793,305 shares 793,305$172M0.07%+2,632Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,271 shares; 2024Q4: 356,486 shares; 2025Q1: 456,817 shares; 2025Q2: 571,900 shares; 2025Q3: 669,072 shares; 2025Q4: 725,604 shares; 2026Q1: 1,254,640 shares; 2026Q2: 1,217,374 shares 1,217,374$172M0.07%-37,266Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,428 shares; 2024Q4: 549,880 shares; 2025Q1: 739,551 shares; 2025Q2: 964,679 shares; 2025Q3: 1,116,704 shares; 2025Q4: 1,290,367 shares; 2026Q1: 1,631,663 shares; 2026Q2: 1,840,928 shares 1,840,928$171M0.07%+209,265Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,028 shares; 2024Q4: 39,739 shares; 2025Q1: 43,172 shares; 2025Q2: 49,081 shares; 2025Q3: 51,338 shares; 2025Q4: 59,331 shares; 2026Q1: 604,069 shares; 2026Q2: 794,874 shares 794,874$169M0.07%+190,805Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571,150 shares; 2024Q4: 938,013 shares; 2025Q1: 1,235,046 shares; 2025Q2: 1,454,971 shares; 2025Q3: 1,676,947 shares; 2025Q4: 1,848,094 shares; 2026Q1: 2,696,635 shares; 2026Q2: 2,946,871 shares 2,946,871$166M0.07%+250,236Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,488 shares; 2024Q4: 73,377 shares; 2025Q1: 89,103 shares; 2025Q2: 120,549 shares; 2025Q3: 143,299 shares; 2025Q4: 158,651 shares; 2026Q1: 699,531 shares; 2026Q2: 843,981 shares 843,981$165M0.07%+144,450Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,462 shares; 2024Q4: 37,497 shares; 2025Q1: 55,514 shares; 2025Q2: 72,981 shares; 2025Q3: 87,081 shares; 2025Q4: 100,184 shares; 2026Q1: 344,554 shares; 2026Q2: 484,003 shares 484,003$165M0.07%+139,449Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,462 shares; 2024Q4: 22,494 shares; 2025Q1: 27,560 shares; 2025Q2: 34,612 shares; 2025Q3: 35,673 shares; 2025Q4: 37,138 shares; 2026Q1: 728,175 shares; 2026Q2: 734,298 shares 734,298$165M0.07%+6,123Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049,415 shares; 2024Q4: 1,080,470 shares; 2025Q1: 1,177,164 shares; 2025Q2: 1,288,493 shares; 2025Q3: 1,376,671 shares; 2025Q4: 1,528,953 shares; 2026Q1: 1,832,755 shares; 2026Q2: 2,101,516 shares 2,101,516$164M0.07%+268,761Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 1,739 shares; 2025Q1: 3,612 shares; 2025Q2: 7,446 shares; 2025Q3: 9,150 shares; 2025Q4: 15,986 shares; 2026Q1: 15,385,842 shares; 2026Q2: 16,833,587 shares 16,833,587$163M0.07%+1,447,745Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043,548 shares; 2025Q2: 1,547,678 shares; 2025Q3: 1,426,664 shares; 2025Q4: 1,351,806 shares; 2026Q1: 1,883,945 shares; 2026Q2: 3,191,614 shares 3,191,614$159M0.06%+1,307,669Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,098 shares; 2024Q4: 13,123 shares; 2025Q1: 16,324 shares; 2025Q2: 18,651 shares; 2025Q3: 19,902 shares; 2025Q4: 21,489 shares; 2026Q1: 395,443 shares; 2026Q2: 571,902 shares 571,902$158M0.06%+176,459Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,380 shares; 2024Q4: 1,455,007 shares; 2025Q1: 2,082,694 shares; 2025Q2: 2,539,554 shares; 2025Q3: 2,882,560 shares; 2025Q4: 3,147,428 shares; 2026Q1: 3,854,996 shares; 2026Q2: 4,932,758 shares 4,932,758$158M0.06%+1,077,762Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,329 shares; 2024Q4: 41,425 shares; 2025Q1: 94,988 shares; 2025Q2: 181,103 shares; 2025Q3: 346,456 shares; 2025Q4: 755,542 shares; 2026Q1: 1,419,775 shares; 2026Q2: 3,124,556 shares 3,124,556$158M0.06%+1,704,781Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,163 shares; 2024Q4: 218,190 shares; 2025Q1: 359,461 shares; 2025Q2: 505,000 shares; 2025Q3: 637,602 shares; 2025Q4: 790,186 shares; 2026Q1: 988,544 shares; 2026Q2: 1,231,922 shares 1,231,922$157M0.06%+243,378Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,002 shares; 2024Q4: 111,804 shares; 2025Q1: 144,025 shares; 2025Q2: 189,794 shares; 2025Q3: 233,275 shares; 2025Q4: 273,217 shares; 2026Q1: 663,735 shares; 2026Q2: 650,983 shares 650,983$157M0.06%-12,752Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,447 shares; 2024Q4: 38,752 shares; 2025Q1: 58,150 shares; 2025Q2: 66,013 shares; 2025Q3: 75,677 shares; 2025Q4: 81,002 shares; 2026Q1: 4,050,874 shares; 2026Q2: 5,077,640 shares 5,077,640$156M0.06%+1,026,766Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 473,330 shares; 2025Q2: 904,300 shares; 2025Q3: 1,302,995 shares; 2025Q4: 1,714,156 shares; 2026Q1: 2,153,718 shares; 2026Q2: 2,605,719 shares 2,605,719$155M0.06%+452,001Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,959 shares; 2024Q4: 217,376 shares; 2025Q1: 359,897 shares; 2025Q2: 460,103 shares; 2025Q3: 590,329 shares; 2025Q4: 687,360 shares; 2026Q1: 1,201,510 shares; 2026Q2: 1,367,597 shares 1,367,597$154M0.06%+166,087Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,954 shares; 2024Q4: 81,358 shares; 2025Q1: 95,507 shares; 2025Q2: 112,169 shares; 2025Q3: 122,558 shares; 2025Q4: 143,913 shares; 2026Q1: 787,162 shares; 2026Q2: 1,321,572 shares 1,321,572$153M0.06%+534,410Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,745 shares; 2024Q4: 121,134 shares; 2025Q1: 152,764 shares; 2025Q2: 190,325 shares; 2025Q3: 210,556 shares; 2025Q4: 232,705 shares; 2026Q1: 268,187 shares; 2026Q2: 292,057 shares 292,057$151M0.06%+23,870Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,757 shares; 2024Q4: 455,567 shares; 2025Q1: 654,073 shares; 2025Q2: 989,763 shares; 2025Q3: 1,464,113 shares; 2025Q4: 2,246,187 shares; 2026Q1: 3,950,778 shares; 2026Q2: 5,493,642 shares 5,493,642$151M0.06%+1,542,864Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,206 shares; 2025Q1: 48,434 shares; 2025Q2: 65,195 shares; 2025Q3: 85,953 shares; 2025Q4: 108,248 shares; 2026Q1: 1,369,123 shares; 2026Q2: 943,743 shares 943,743$149M0.06%-425,380Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,979 shares; 2024Q4: 13,367 shares; 2025Q1: 17,421 shares; 2025Q2: 17,650 shares; 2025Q3: 20,947 shares; 2025Q4: 29,117 shares; 2026Q1: 509,515 shares; 2026Q2: 552,342 shares 552,342$149M0.06%+42,827Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,804 shares; 2025Q1: 48,284 shares; 2025Q2: 58,054 shares; 2025Q3: 85,277 shares; 2025Q4: 95,758 shares; 2026Q1: 286,164 shares; 2026Q2: 387,867 shares 387,867$147M0.06%+101,703Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,508 shares; 2024Q4: 59,404 shares; 2025Q1: 83,919 shares; 2025Q2: 109,213 shares; 2025Q3: 134,635 shares; 2025Q4: 157,199 shares; 2026Q1: 193,451 shares; 2026Q2: 239,789 shares 239,789$147M0.06%+46,338Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,653 shares; 2024Q4: 4,610 shares; 2025Q1: 4,577 shares; 2025Q2: 5,078 shares; 2025Q3: 7,109 shares; 2025Q4: 9,066 shares; 2026Q1: 1,097,438 shares; 2026Q2: 1,065,606 shares 1,065,606$146M0.06%-31,832Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,091 shares; 2024Q4: 264,511 shares; 2025Q1: 319,118 shares; 2025Q2: 378,868 shares; 2025Q3: 425,785 shares; 2025Q4: 483,614 shares; 2026Q1: 585,731 shares; 2026Q2: 641,496 shares 641,496$145M0.06%+55,765Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,458 shares; 2024Q4: 59,904 shares; 2025Q1: 299,748 shares; 2025Q2: 612,942 shares; 2025Q3: 693,640 shares; 2025Q4: 961,028 shares; 2026Q1: 1,477,537 shares; 2026Q2: 2,368,033 shares 2,368,033$144M0.06%+890,496Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,537 shares; 2024Q4: 19,767 shares; 2025Q1: 25,584 shares; 2025Q2: 41,173 shares; 2025Q3: 53,582 shares; 2025Q4: 101,332 shares; 2026Q1: 1,702,694 shares; 2026Q2: 1,582,419 shares 1,582,419$143M0.06%-120,275Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,672 shares; 2024Q4: 168,904 shares; 2025Q1: 205,535 shares; 2025Q2: 209,136 shares; 2025Q3: 235,363 shares; 2025Q4: 303,996 shares; 2026Q1: 1,005,986 shares; 2026Q2: 1,114,835 shares 1,114,835$143M0.06%+108,849Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 200 shares; 2025Q1: 324 shares; 2025Q2: 533 shares; 2025Q3: 694 shares; 2025Q4: 880 shares; 2026Q1: 212,917 shares; 2026Q2: 226,474 shares 226,474$141M0.06%+13,557Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420,321 shares; 2024Q4: 680,945 shares; 2025Q1: 882,771 shares; 2025Q2: 993,184 shares; 2025Q3: 1,101,252 shares; 2025Q4: 1,238,884 shares; 2026Q1: 1,378,573 shares; 2026Q2: 1,360,250 shares 1,360,250$140M0.06%-18,323Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 924 shares; 2024Q4: 1,604 shares; 2025Q1: 2,063 shares; 2025Q2: 4,165 shares; 2025Q3: 5,901 shares; 2025Q4: 14,591 shares; 2026Q1: 212,488 shares; 2026Q2: 238,507 shares 238,507$140M0.06%+26,019Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,971 shares; 2024Q4: 12,351 shares; 2025Q1: 15,358 shares; 2025Q2: 280,329 shares; 2025Q3: 314,416 shares; 2025Q4: 364,113 shares; 2026Q1: 1,307,988 shares; 2026Q2: 1,562,085 shares 1,562,085$140M0.06%+254,097Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,684 shares; 2024Q4: 132,638 shares; 2025Q1: 204,237 shares; 2025Q2: 261,537 shares; 2025Q3: 357,700 shares; 2025Q4: 418,193 shares; 2026Q1: 560,428 shares; 2026Q2: 835,694 shares 835,694$140M0.06%+275,266Timeline
CGIECAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,412 shares; 2024Q4: 40,886 shares; 2025Q1: 146,678 shares; 2025Q2: 712,423 shares; 2025Q3: 1,191,870 shares; 2025Q4: 1,710,694 shares; 2026Q1: 2,606,906 shares; 2026Q2: 3,779,104 shares 3,779,104$137M0.06%+1,172,198Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,404 shares; 2024Q4: 111,820 shares; 2025Q1: 183,607 shares; 2025Q2: 237,128 shares; 2025Q3: 276,784 shares; 2025Q4: 350,866 shares; 2026Q1: 734,691 shares; 2026Q2: 925,049 shares 925,049$137M0.05%+190,358Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,272 shares; 2024Q4: 304,944 shares; 2025Q1: 342,354 shares; 2025Q2: 376,603 shares; 2025Q3: 412,886 shares; 2025Q4: 438,888 shares; 2026Q1: 986,901 shares; 2026Q2: 876,558 shares 876,558$136M0.05%-110,343Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,929 shares; 2024Q4: 312,677 shares; 2025Q1: 396,527 shares; 2025Q2: 449,176 shares; 2025Q3: 501,691 shares; 2025Q4: 486,691 shares; 2026Q1: 1,063,063 shares; 2026Q2: 1,373,777 shares 1,373,777$136M0.05%+310,714Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,039 shares; 2024Q4: 130,814 shares; 2025Q1: 164,539 shares; 2025Q2: 193,804 shares; 2025Q3: 222,158 shares; 2025Q4: 258,263 shares; 2026Q1: 420,969 shares; 2026Q2: 497,429 shares 497,429$135M0.05%+76,460Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,183 shares; 2024Q4: 32,697 shares; 2025Q1: 39,974 shares; 2025Q2: 46,451 shares; 2025Q3: 39,289 shares; 2025Q4: 32,832 shares; 2026Q1: 4,776,074 shares; 2026Q2: 5,545,925 shares 5,545,925$135M0.05%+769,851Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,854 shares; 2024Q4: 23,044 shares; 2025Q1: 33,663 shares; 2025Q2: 41,682 shares; 2025Q3: 49,893 shares; 2025Q4: 658,621 shares; 2026Q1: 1,738,673 shares; 2026Q2: 1,831,660 shares 1,831,660$135M0.05%+92,987Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,578 shares; 2024Q4: 452,685 shares; 2025Q1: 834,658 shares; 2025Q2: 1,144,823 shares; 2025Q3: 1,444,997 shares; 2025Q4: 1,774,595 shares; 2026Q1: 2,196,693 shares; 2026Q2: 2,667,552 shares 2,667,552$135M0.05%+470,859Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,632 shares; 2024Q4: 21,233 shares; 2025Q1: 32,223 shares; 2025Q2: 37,156 shares; 2025Q3: 43,036 shares; 2025Q4: 40,333 shares; 2026Q1: 1,321,663 shares; 2026Q2: 1,122,074 shares 1,122,074$134M0.05%-199,589Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591,634 shares; 2024Q4: 908,942 shares; 2025Q1: 1,431,184 shares; 2025Q2: 1,642,797 shares; 2025Q3: 1,627,225 shares; 2025Q4: 1,625,686 shares; 2026Q1: 1,850,770 shares; 2026Q2: 2,102,044 shares 2,102,044$132M0.05%+251,274Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,717 shares; 2024Q4: 1,000,829 shares; 2025Q1: 1,365,188 shares; 2025Q2: 2,245,858 shares; 2025Q3: 2,312,055 shares; 2025Q4: 2,530,291 shares; 2026Q1: 3,356,239 shares; 2026Q2: 4,524,404 shares 4,524,404$130M0.05%+1,168,165Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,557 shares; 2024Q4: 97,398 shares; 2025Q1: 142,248 shares; 2025Q2: 177,818 shares; 2025Q3: 193,414 shares; 2025Q4: 210,366 shares; 2026Q1: 792,151 shares; 2026Q2: 687,070 shares 687,070$130M0.05%-105,081Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,303 shares; 2024Q4: 85,740 shares; 2025Q1: 117,063 shares; 2025Q2: 144,761 shares; 2025Q3: 166,165 shares; 2025Q4: 181,197 shares; 2026Q1: 249,653 shares; 2026Q2: 255,966 shares 255,966$130M0.05%+6,313Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,061 shares; 2024Q4: 853,109 shares; 2025Q1: 1,084,780 shares; 2025Q2: 1,269,978 shares; 2025Q3: 1,431,644 shares; 2025Q4: 1,501,804 shares; 2026Q1: 2,532,286 shares; 2026Q2: 2,758,725 shares 2,758,725$128M0.05%+226,439Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,732 shares; 2024Q4: 78,479 shares; 2025Q1: 89,966 shares; 2025Q2: 117,145 shares; 2025Q3: 133,737 shares; 2025Q4: 155,263 shares; 2026Q1: 182,779 shares; 2026Q2: 215,914 shares 215,914$127M0.05%+33,135Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,832 shares; 2024Q4: 61,044 shares; 2025Q1: 81,288 shares; 2025Q2: 103,747 shares; 2025Q3: 114,910 shares; 2025Q4: 131,071 shares; 2026Q1: 509,139 shares; 2026Q2: 557,265 shares 557,265$127M0.05%+48,126Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,151 shares; 2024Q4: 176,473 shares; 2025Q1: 233,224 shares; 2025Q2: 311,435 shares; 2025Q3: 358,972 shares; 2025Q4: 397,065 shares; 2026Q1: 1,609,757 shares; 2026Q2: 2,068,489 shares 2,068,489$126M0.05%+458,732Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,039 shares; 2024Q4: 5,115 shares; 2025Q1: 7,902 shares; 2025Q2: 11,445 shares; 2025Q3: 14,500 shares; 2025Q4: 20,056 shares; 2026Q1: 1,644,956 shares; 2026Q2: 1,016,389 shares 1,016,389$126M0.05%-628,567Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,806 shares; 2024Q4: 100,813 shares; 2025Q1: 148,236 shares; 2025Q2: 190,498 shares; 2025Q3: 231,378 shares; 2025Q4: 514,026 shares; 2026Q1: 576,602 shares; 2026Q2: 682,647 shares 682,647$124M0.05%+106,045Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,650 shares; 2024Q4: 83,646 shares; 2025Q1: 123,997 shares; 2025Q2: 173,723 shares; 2025Q3: 205,002 shares; 2025Q4: 254,867 shares; 2026Q1: 301,930 shares; 2026Q2: 331,280 shares 331,280$124M0.05%+29,350Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,064 shares; 2024Q4: 3,808 shares; 2025Q1: 4,019 shares; 2025Q2: 4,544 shares; 2025Q3: 4,780 shares; 2025Q4: 5,271 shares; 2026Q1: 259,033 shares; 2026Q2: 375,514 shares 375,514$123M0.05%+116,481Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 753 shares; 2025Q1: 467 shares; 2025Q2: 779 shares; 2025Q3: 886 shares; 2025Q4: 964 shares; 2026Q1: 282,228 shares; 2026Q2: 317,372 shares 317,372$123M0.05%+35,144Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,170 shares; 2024Q4: 14,169 shares; 2025Q1: 20,361 shares; 2025Q2: 25,677 shares; 2025Q3: 30,105 shares; 2025Q4: 32,601 shares; 2026Q1: 122,544 shares; 2026Q2: 126,804 shares 126,804$123M0.05%+4,260Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,459 shares; 2024Q4: 386,643 shares; 2025Q1: 531,383 shares; 2025Q2: 603,790 shares; 2025Q3: 706,521 shares; 2025Q4: 812,479 shares; 2026Q1: 976,956 shares; 2026Q2: 1,083,543 shares 1,083,543$121M0.05%+106,587Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,286 shares; 2024Q4: 360,268 shares; 2025Q1: 535,735 shares; 2025Q2: 724,296 shares; 2025Q3: 866,788 shares; 2025Q4: 1,008,775 shares; 2026Q1: 1,159,498 shares; 2026Q2: 1,257,338 shares 1,257,338$121M0.05%+97,840Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,912 shares; 2024Q4: 14,254 shares; 2025Q1: 20,045 shares; 2025Q2: 30,269 shares; 2025Q3: 36,781 shares; 2025Q4: 48,090 shares; 2026Q1: 612,049 shares; 2026Q2: 534,667 shares 534,667$121M0.05%-77,382Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,048 shares; 2024Q4: 262,219 shares; 2025Q1: 455,373 shares; 2025Q2: 1,214,257 shares; 2025Q3: 1,284,433 shares; 2025Q4: 1,622,858 shares; 2026Q1: 2,055,202 shares; 2026Q2: 2,878,443 shares 2,878,443$121M0.05%+823,241Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,684 shares; 2024Q4: 315,771 shares; 2025Q1: 348,852 shares; 2025Q2: 413,575 shares; 2025Q3: 475,202 shares; 2025Q4: 505,909 shares; 2026Q1: 1,501,209 shares; 2026Q2: 1,283,565 shares 1,283,565$120M0.05%-217,644Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,337 shares; 2024Q4: 413,650 shares; 2025Q1: 458,385 shares; 2025Q2: 613,706 shares; 2025Q3: 686,116 shares; 2025Q4: 1,047,337 shares; 2026Q1: 1,602,978 shares; 2026Q2: 2,512,185 shares 2,512,185$120M0.05%+909,207Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,339 shares; 2024Q4: 247,467 shares; 2025Q1: 351,461 shares; 2025Q2: 446,337 shares; 2025Q3: 580,685 shares; 2025Q4: 803,480 shares; 2026Q1: 1,200,415 shares; 2026Q2: 1,436,086 shares 1,436,086$119M0.05%+235,671Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607,602 shares; 2024Q4: 838,890 shares; 2025Q1: 1,137,797 shares; 2025Q2: 1,450,599 shares; 2025Q3: 1,652,406 shares; 2025Q4: 1,795,511 shares; 2026Q1: 2,165,765 shares; 2026Q2: 2,329,997 shares 2,329,997$118M0.05%+164,232Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,118 shares; 2024Q4: 8,680 shares; 2025Q1: 12,912 shares; 2025Q2: 14,282 shares; 2025Q3: 16,752 shares; 2025Q4: 19,769 shares; 2026Q1: 1,058,947 shares; 2026Q2: 973,874 shares 973,874$118M0.05%-85,073Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,555 shares; 2024Q4: 30,877 shares; 2025Q1: 41,455 shares; 2025Q2: 56,765 shares; 2025Q3: 66,809 shares; 2025Q4: 71,564 shares; 2026Q1: 240,097 shares; 2026Q2: 285,845 shares 285,845$117M0.05%+45,748Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,130 shares; 2024Q4: 3,917 shares; 2025Q1: 5,565 shares; 2025Q2: 50,618 shares; 2025Q3: 74,124 shares; 2025Q4: 74,583 shares; 2026Q1: 1,708,136 shares; 2026Q2: 1,795,003 shares 1,795,003$115M0.05%+86,867Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 1,467 shares; 2025Q1: 2,103 shares; 2025Q2: 3,008 shares; 2025Q3: 3,754 shares; 2025Q4: 4,652 shares; 2026Q1: 93,926 shares; 2026Q2: 102,287 shares 102,287$115M0.05%+8,361Timeline
EENI SPAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 4,449 shares; 2025Q1: 4,147 shares; 2025Q2: 6,407 shares; 2025Q3: 9,452 shares; 2025Q4: 11,245 shares; 2026Q1: 2,634,185 shares; 2026Q2: 2,486,735 shares 2,486,735$115M0.05%-147,450Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,894 shares; 2024Q4: 27,291 shares; 2025Q1: 37,814 shares; 2025Q2: 51,829 shares; 2025Q3: 62,596 shares; 2025Q4: 69,503 shares; 2026Q1: 136,670 shares; 2026Q2: 344,130 shares 344,130$114M0.05%+207,460Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,625 shares; 2024Q4: 52,221 shares; 2025Q1: 65,151 shares; 2025Q2: 74,595 shares; 2025Q3: 84,076 shares; 2025Q4: 91,190 shares; 2026Q1: 131,662 shares; 2026Q2: 161,547 shares 161,547$113M0.05%+29,885Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,066 shares; 2024Q4: 6,497 shares; 2025Q1: 8,129 shares; 2025Q2: 9,982 shares; 2025Q3: 11,986 shares; 2025Q4: 13,157 shares; 2026Q1: 258,051 shares; 2026Q2: 300,075 shares 300,075$113M0.05%+42,024Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,040 shares; 2024Q4: 262,971 shares; 2025Q1: 344,887 shares; 2025Q2: 406,281 shares; 2025Q3: 467,551 shares; 2025Q4: 527,002 shares; 2026Q1: 915,072 shares; 2026Q2: 714,973 shares 714,973$113M0.05%-200,099Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340,057 shares; 2024Q4: 1,825,952 shares; 2025Q1: 2,516,211 shares; 2025Q2: 3,017,654 shares; 2025Q3: 3,315,112 shares; 2025Q4: 3,583,229 shares; 2026Q1: 4,521,343 shares; 2026Q2: 4,638,683 shares 4,638,683$113M0.05%+117,340Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,160 shares; 2024Q4: 97,230 shares; 2025Q1: 119,330 shares; 2025Q2: 130,863 shares; 2025Q3: 143,944 shares; 2025Q4: 159,317 shares; 2026Q1: 659,362 shares; 2026Q2: 798,570 shares 798,570$112M0.04%+139,208Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,088 shares; 2025Q2: 69,853 shares; 2025Q3: 207,825 shares; 2025Q4: 332,316 shares; 2026Q1: 461,741 shares; 2026Q2: 721,878 shares 721,878$111M0.04%+260,137Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: 2,860 shares; 2025Q1: 3,045 shares; 2025Q2: 6,234 shares; 2025Q3: 16,601 shares; 2025Q4: 18,144 shares; 2026Q1: 4,403,860 shares; 2026Q2: 4,305,287 shares 4,305,287$111M0.04%-98,573Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 822 shares; 2025Q1: 972 shares; 2025Q2: 1,414 shares; 2025Q3: 1,624 shares; 2025Q4: 2,318 shares; 2026Q1: 1,290,540 shares; 2026Q2: 1,709,578 shares 1,709,578$110M0.04%+419,038Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,620 shares; 2025Q1: 3,514 shares; 2025Q2: 4,473 shares; 2025Q3: 4,825 shares; 2025Q4: 6,405 shares; 2026Q1: 366,437 shares; 2026Q2: 401,964 shares 401,964$109M0.04%+35,527Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 98 shares; 2025Q1: 674 shares; 2025Q2: 306 shares; 2025Q3: 241 shares; 2025Q4: 434 shares; 2026Q1: 236,792 shares; 2026Q2: 290,936 shares 290,936$109M0.04%+54,144Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,980 shares; 2024Q4: 110,290 shares; 2025Q1: 188,755 shares; 2025Q2: 235,301 shares; 2025Q3: 291,699 shares; 2025Q4: 355,271 shares; 2026Q1: 433,952 shares; 2026Q2: 513,342 shares 513,342$108M0.04%+79,390Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,672 shares; 2024Q4: 270,737 shares; 2025Q1: 462,258 shares; 2025Q2: 526,827 shares; 2025Q3: 555,176 shares; 2025Q4: 562,036 shares; 2026Q1: 997,880 shares; 2026Q2: 903,646 shares 903,646$108M0.04%-94,234Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,040 shares; 2024Q4: 33,348 shares; 2025Q1: 39,959 shares; 2025Q2: 47,112 shares; 2025Q3: 48,526 shares; 2025Q4: 49,238 shares; 2026Q1: 329,419 shares; 2026Q2: 265,736 shares 265,736$108M0.04%-63,683Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,752 shares; 2024Q4: 159,662 shares; 2025Q1: 290,108 shares; 2025Q2: 388,207 shares; 2025Q3: 568,451 shares; 2025Q4: 1,021,742 shares; 2026Q1: 1,501,080 shares; 2026Q2: 2,052,618 shares 2,052,618$108M0.04%+551,538Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,809 shares; 2024Q4: 404,527 shares; 2025Q1: 506,817 shares; 2025Q2: 575,900 shares; 2025Q3: 622,082 shares; 2025Q4: 648,796 shares; 2026Q1: 1,374,613 shares; 2026Q2: 1,767,619 shares 1,767,619$107M0.04%+393,006Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,475 shares; 2024Q4: 437,199 shares; 2025Q1: 638,238 shares; 2025Q2: 782,378 shares; 2025Q3: 1,035,016 shares; 2025Q4: 1,343,852 shares; 2026Q1: 1,736,033 shares; 2026Q2: 1,989,134 shares 1,989,134$106M0.04%+253,101Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 2,468 shares; 2025Q1: 3,981 shares; 2025Q2: 6,016 shares; 2025Q3: 7,124 shares; 2025Q4: 7,995 shares; 2026Q1: 202,860 shares; 2026Q2: 215,419 shares 215,419$106M0.04%+12,559Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 576 shares; 2025Q1: 573 shares; 2025Q2: 1,403 shares; 2025Q3: 1,451 shares; 2025Q4: 2,225 shares; 2026Q1: 966,974 shares; 2026Q2: 1,143,211 shares 1,143,211$105M0.04%+176,237Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,311 shares; 2024Q4: 109,476 shares; 2025Q1: 145,098 shares; 2025Q2: 198,008 shares; 2025Q3: 239,193 shares; 2025Q4: 298,212 shares; 2026Q1: 497,680 shares; 2026Q2: 676,102 shares 676,102$104M0.04%+178,422Timeline
DONWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,109 shares; 2024Q4: 420,476 shares; 2025Q1: 621,217 shares; 2025Q2: 1,088,134 shares; 2025Q3: 1,172,077 shares; 2025Q4: 1,347,239 shares; 2026Q1: 1,658,884 shares; 2026Q2: 1,826,895 shares 1,826,895$104M0.04%+168,011Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,560 shares; 2024Q4: 181,670 shares; 2025Q1: 240,428 shares; 2025Q2: 287,563 shares; 2025Q3: 329,218 shares; 2025Q4: 357,323 shares; 2026Q1: 432,898 shares; 2026Q2: 479,253 shares 479,253$102M0.04%+46,355Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,344 shares; 2024Q4: 371,067 shares; 2025Q1: 461,523 shares; 2025Q2: 547,174 shares; 2025Q3: 630,415 shares; 2025Q4: 664,931 shares; 2026Q1: 657,019 shares; 2026Q2: 672,838 shares 672,838$102M0.04%+15,819Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,724 shares; 2024Q4: 7,720 shares; 2025Q1: 10,092 shares; 2025Q2: 11,387 shares; 2025Q3: 12,636 shares; 2025Q4: 13,526 shares; 2026Q1: 222,694 shares; 2026Q2: 226,478 shares 226,478$102M0.04%+3,784Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,177 shares; 2025Q1: 1,334 shares; 2025Q2: 2,166 shares; 2025Q3: 2,312 shares; 2025Q4: 1,998 shares; 2026Q1: 712,620 shares; 2026Q2: 758,619 shares 758,619$101M0.04%+45,999Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 114 shares; 2025Q1: 109 shares; 2025Q2: 734 shares; 2025Q3: 768 shares; 2025Q4: 1,010 shares; 2026Q1: 168,195 shares; 2026Q2: 191,268 shares 191,268$101M0.04%+23,073Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,268 shares; 2024Q4: 256,434 shares; 2025Q1: 314,479 shares; 2025Q2: 359,337 shares; 2025Q3: 397,333 shares; 2025Q4: 444,497 shares; 2026Q1: 606,704 shares; 2026Q2: 692,838 shares 692,838$99.4M0.04%+86,134Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620,289 shares; 2024Q4: 690,202 shares; 2025Q1: 829,571 shares; 2025Q2: 983,656 shares; 2025Q3: 1,176,780 shares; 2025Q4: 1,430,514 shares; 2026Q1: 1,762,477 shares; 2026Q2: 2,057,377 shares 2,057,377$99.4M0.04%+294,900Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,268 shares; 2024Q4: 28,457 shares; 2025Q1: 42,351 shares; 2025Q2: 54,480 shares; 2025Q3: 65,045 shares; 2025Q4: 79,515 shares; 2026Q1: 95,058 shares; 2026Q2: 870,044 shares 870,044$99.2M0.04%+774,986Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,838 shares; 2024Q4: 27,887 shares; 2025Q1: 40,417 shares; 2025Q2: 47,255 shares; 2025Q3: 52,655 shares; 2025Q4: 58,389 shares; 2026Q1: 326,757 shares; 2026Q2: 347,749 shares 347,749$98.3M0.04%+20,992Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,897 shares; 2024Q4: 324,154 shares; 2025Q1: 412,028 shares; 2025Q2: 474,783 shares; 2025Q3: 521,104 shares; 2025Q4: 513,820 shares; 2026Q1: 867,643 shares; 2026Q2: 940,275 shares 940,275$98.1M0.04%+72,632Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,537 shares; 2024Q4: 487,018 shares; 2025Q1: 758,498 shares; 2025Q2: 983,746 shares; 2025Q3: 1,148,585 shares; 2025Q4: 1,270,189 shares; 2026Q1: 1,473,505 shares; 2026Q2: 1,548,611 shares 1,548,611$97.7M0.04%+75,106Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,794 shares; 2025Q1: 1,880 shares; 2025Q2: 1,942 shares; 2025Q3: 1,803 shares; 2025Q4: 2,224 shares; 2026Q1: 223,782 shares; 2026Q2: 250,579 shares 250,579$97.4M0.04%+26,797Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619,354 shares; 2024Q4: 994,431 shares; 2025Q1: 1,391,320 shares; 2025Q2: 1,796,177 shares; 2025Q3: 2,248,226 shares; 2025Q4: 2,792,771 shares; 2026Q1: 3,726,877 shares; 2026Q2: 4,331,565 shares 4,331,565$97.1M0.04%+604,688Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,380 shares; 2024Q4: 623,069 shares; 2025Q1: 651,137 shares; 2025Q2: 693,789 shares; 2025Q3: 750,348 shares; 2025Q4: 805,037 shares; 2026Q1: 906,913 shares; 2026Q2: 1,026,979 shares 1,026,979$97.1M0.04%+120,066Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 3,243 shares; 2025Q1: 5,244 shares; 2025Q2: 10,525 shares; 2025Q3: 12,045 shares; 2025Q4: 13,072 shares; 2026Q1: 222,038 shares; 2026Q2: 424,430 shares 424,430$95.9M0.04%+202,392Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 5,213 shares; 2025Q1: 4,522 shares; 2025Q2: 4,554 shares; 2025Q3: 7,716 shares; 2025Q4: 25,811 shares; 2026Q1: 175,329 shares; 2026Q2: 210,293 shares 210,293$95.5M0.04%+34,964Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,603 shares; 2024Q4: 42,370 shares; 2025Q1: 49,679 shares; 2025Q2: 61,710 shares; 2025Q3: 81,903 shares; 2025Q4: 102,212 shares; 2026Q1: 951,835 shares; 2026Q2: 1,219,980 shares 1,219,980$95.1M0.04%+268,145Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,956 shares; 2024Q4: 30,499 shares; 2025Q1: 35,617 shares; 2025Q2: 55,794 shares; 2025Q3: 70,163 shares; 2025Q4: 85,229 shares; 2026Q1: 4,585,565 shares; 2026Q2: 4,762,172 shares 4,762,172$93.9M0.04%+176,607Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,072 shares; 2024Q4: 92,175 shares; 2025Q1: 122,943 shares; 2025Q2: 142,324 shares; 2025Q3: 164,588 shares; 2025Q4: 187,652 shares; 2026Q1: 792,024 shares; 2026Q2: 964,398 shares 964,398$93.7M0.04%+172,374Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 4,706 shares; 2025Q1: 5,950 shares; 2025Q2: 6,966 shares; 2025Q3: 8,393 shares; 2025Q4: 9,580 shares; 2026Q1: 193,030 shares; 2026Q2: 194,930 shares 194,930$93.2M0.04%+1,900Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,409 shares; 2024Q4: 52,646 shares; 2025Q1: 68,110 shares; 2025Q2: 80,018 shares; 2025Q3: 91,601 shares; 2025Q4: 95,203 shares; 2026Q1: 305,751 shares; 2026Q2: 282,629 shares 282,629$92.9M0.04%-23,122Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,421 shares; 2024Q4: 80,565 shares; 2025Q1: 105,933 shares; 2025Q2: 130,563 shares; 2025Q3: 150,319 shares; 2025Q4: 167,194 shares; 2026Q1: 320,663 shares; 2026Q2: 262,449 shares 262,449$91.1M0.04%-58,214Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,290 shares; 2024Q4: 27,122 shares; 2025Q1: 35,875 shares; 2025Q2: 42,186 shares; 2025Q3: 43,751 shares; 2025Q4: 50,149 shares; 2026Q1: 299,727 shares; 2026Q2: 318,886 shares 318,886$90.4M0.04%+19,159Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 2,356 shares; 2025Q1: 3,545 shares; 2025Q2: 5,722 shares; 2025Q3: 6,192 shares; 2025Q4: 7,502 shares; 2026Q1: 1,147,307 shares; 2026Q2: 1,259,360 shares 1,259,360$89.8M0.04%+112,053Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,321 shares; 2024Q4: 136,304 shares; 2025Q1: 316,833 shares; 2025Q2: 644,046 shares; 2025Q3: 1,009,987 shares; 2025Q4: 1,507,500 shares; 2026Q1: 1,940,293 shares; 2026Q2: 2,384,205 shares 2,384,205$89.7M0.04%+443,912Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 79,761 shares; 2025Q1: 2,578,897 shares; 2025Q2: 2,950,244 shares; 2025Q3: 1,774,854 shares; 2025Q4: 2,100,289 shares; 2026Q1: 2,975,051 shares; 2026Q2: 3,475,683 shares 3,475,683$89.6M0.04%+500,632Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,051 shares; 2024Q4: 6,655 shares; 2025Q1: 8,221 shares; 2025Q2: 12,550 shares; 2025Q3: 16,783 shares; 2025Q4: 19,969 shares; 2026Q1: 116,962 shares; 2026Q2: 117,380 shares 117,380$89.6M0.04%+418Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,460 shares; 2024Q4: 97,279 shares; 2025Q1: 150,614 shares; 2025Q2: 326,852 shares; 2025Q3: 581,181 shares; 2025Q4: 835,688 shares; 2026Q1: 1,272,168 shares; 2026Q2: 1,665,734 shares 1,665,734$89.4M0.04%+393,566Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 148 shares; 2025Q2: 68 shares; 2025Q3: 82 shares; 2025Q4: 219 shares; 2026Q1: 388,520 shares; 2026Q2: 524,131 shares 524,131$89.3M0.04%+135,611Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893 shares; 2024Q4: 2,633 shares; 2025Q1: 3,897 shares; 2025Q2: 3,921 shares; 2025Q3: 4,390 shares; 2025Q4: 4,515 shares; 2026Q1: 274,930 shares; 2026Q2: 267,854 shares 267,854$89.2M0.04%-7,076Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,704 shares; 2024Q4: 438,702 shares; 2025Q1: 684,277 shares; 2025Q2: 1,031,681 shares; 2025Q3: 1,306,596 shares; 2025Q4: 1,634,740 shares; 2026Q1: 1,958,841 shares; 2026Q2: 2,148,749 shares 2,148,749$86.9M0.03%+189,908Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,518 shares; 2024Q4: 2,730 shares; 2025Q1: 4,011 shares; 2025Q2: 5,359 shares; 2025Q3: 4,813 shares; 2025Q4: 4,654 shares; 2026Q1: 579,333 shares; 2026Q2: 396,268 shares 396,268$86.7M0.03%-183,065Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,637 shares; 2024Q4: 54,412 shares; 2025Q1: 73,033 shares; 2025Q2: 95,412 shares; 2025Q3: 116,880 shares; 2025Q4: 130,977 shares; 2026Q1: 749,537 shares; 2026Q2: 733,749 shares 733,749$85.7M0.03%-15,788Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 2,390 shares; 2025Q1: 3,739 shares; 2025Q2: 5,098 shares; 2025Q3: 6,833 shares; 2025Q4: 10,466 shares; 2026Q1: 59,118 shares; 2026Q2: 297,970 shares 297,970$85.3M0.03%+238,852Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,600 shares; 2025Q3: 203,047 shares; 2025Q4: 500,633 shares; 2026Q1: 1,037,458 shares; 2026Q2: 1,669,830 shares 1,669,830$85.1M0.03%+632,372Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,671 shares; 2024Q4: 9,782 shares; 2025Q1: 10,893 shares; 2025Q2: 10,803 shares; 2025Q3: 11,186 shares; 2025Q4: 13,203 shares; 2026Q1: 81,382 shares; 2026Q2: 94,452 shares 94,452$85M0.03%+13,070Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,889 shares; 2024Q4: 276,811 shares; 2025Q1: 513,551 shares; 2025Q2: 710,656 shares; 2025Q3: 892,716 shares; 2025Q4: 1,090,483 shares; 2026Q1: 1,425,963 shares; 2026Q2: 1,713,342 shares 1,713,342$85M0.03%+287,379Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,519 shares; 2024Q4: 357,403 shares; 2025Q1: 639,455 shares; 2025Q2: 2,113,575 shares; 2025Q3: 2,286,694 shares; 2025Q4: 2,395,633 shares; 2026Q1: 2,639,096 shares; 2026Q2: 2,970,765 shares 2,970,765$84.2M0.03%+331,669Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,958 shares; 2024Q4: 256,434 shares; 2025Q1: 329,169 shares; 2025Q2: 412,394 shares; 2025Q3: 534,285 shares; 2025Q4: 632,314 shares; 2026Q1: 857,201 shares; 2026Q2: 945,651 shares 945,651$84.2M0.03%+88,450Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066,757 shares; 2024Q4: 1,156,732 shares; 2025Q1: 1,184,030 shares; 2025Q2: 1,209,821 shares; 2025Q3: 1,289,095 shares; 2025Q4: 1,661,757 shares; 2026Q1: 2,106,721 shares; 2026Q2: 2,351,762 shares 2,351,762$84.1M0.03%+245,041Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,686 shares; 2024Q4: 71,421 shares; 2025Q1: 100,775 shares; 2025Q2: 116,408 shares; 2025Q3: 149,217 shares; 2025Q4: 177,286 shares; 2026Q1: 259,427 shares; 2026Q2: 275,473 shares 275,473$83.7M0.03%+16,046Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,556 shares; 2024Q4: 266,232 shares; 2025Q1: 549,126 shares; 2025Q2: 790,018 shares; 2025Q3: 984,921 shares; 2025Q4: 1,242,587 shares; 2026Q1: 1,595,752 shares; 2026Q2: 2,053,081 shares 2,053,081$83.4M0.03%+457,329Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,560 shares; 2024Q4: 184,815 shares; 2025Q1: 343,345 shares; 2025Q2: 489,254 shares; 2025Q3: 589,581 shares; 2025Q4: 708,677 shares; 2026Q1: 884,672 shares; 2026Q2: 1,054,640 shares 1,054,640$83.3M0.03%+169,968Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,344 shares; 2024Q4: 19,133 shares; 2025Q1: 24,373 shares; 2025Q2: 28,976 shares; 2025Q3: 31,521 shares; 2025Q4: 35,318 shares; 2026Q1: 217,829 shares; 2026Q2: 260,395 shares 260,395$82.9M0.03%+42,566Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,073 shares; 2024Q4: 719,526 shares; 2025Q1: 969,533 shares; 2025Q2: 1,144,890 shares; 2025Q3: 1,372,060 shares; 2025Q4: 1,629,715 shares; 2026Q1: 2,013,276 shares; 2026Q2: 2,402,850 shares 2,402,850$82.7M0.03%+389,574Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,784 shares; 2024Q4: 69,874 shares; 2025Q1: 90,009 shares; 2025Q2: 109,716 shares; 2025Q3: 127,351 shares; 2025Q4: 148,003 shares; 2026Q1: 1,601,283 shares; 2026Q2: 1,190,474 shares 1,190,474$82.6M0.03%-410,809Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873 shares; 2024Q4: 4,280 shares; 2025Q1: 5,822 shares; 2025Q2: 8,540 shares; 2025Q3: 9,540 shares; 2025Q4: 10,500 shares; 2026Q1: 723,789 shares; 2026Q2: 488,649 shares 488,649$82.6M0.03%-235,140Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,634 shares; 2024Q4: 247,438 shares; 2025Q1: 430,512 shares; 2025Q2: 554,635 shares; 2025Q3: 665,115 shares; 2025Q4: 736,571 shares; 2026Q1: 824,324 shares; 2026Q2: 878,701 shares 878,701$82.6M0.03%+54,377Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,524 shares; 2024Q4: 257,018 shares; 2025Q1: 331,634 shares; 2025Q2: 381,284 shares; 2025Q3: 426,827 shares; 2025Q4: 457,112 shares; 2026Q1: 486,196 shares; 2026Q2: 536,116 shares 536,116$82.1M0.03%+49,920Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 1,476 shares; 2025Q1: 1,610 shares; 2025Q2: 2,101 shares; 2025Q3: 2,103 shares; 2025Q4: 2,363 shares; 2026Q1: 467,825 shares; 2026Q2: 474,182 shares 474,182$82M0.03%+6,357Timeline
CGMMCAPITAL GROUP EQUITY ETF TRQuarterly 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: 105,915 shares; 2025Q4: 469,792 shares; 2026Q1: 1,478,890 shares; 2026Q2: 2,507,602 shares 2,507,602$81.3M0.03%+1,028,712Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,393 shares; 2025Q3: not reported; 2025Q4: 104,630 shares; 2026Q1: 286,239 shares; 2026Q2: 3,330,101 shares 3,330,101$81.3M0.03%+3,043,862Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,342 shares; 2024Q4: 272,844 shares; 2025Q1: 310,433 shares; 2025Q2: 360,082 shares; 2025Q3: 392,314 shares; 2025Q4: 426,115 shares; 2026Q1: 574,619 shares; 2026Q2: 696,600 shares 696,600$80.4M0.03%+121,981Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 1,249 shares; 2025Q1: 1,662 shares; 2025Q2: 1,962 shares; 2025Q3: 2,231 shares; 2025Q4: 2,414 shares; 2026Q1: 53,948 shares; 2026Q2: 61,012 shares 61,012$80.1M0.03%+7,064Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,172 shares; 2024Q4: 249,236 shares; 2025Q1: 475,185 shares; 2025Q2: 667,902 shares; 2025Q3: 854,178 shares; 2025Q4: 1,109,258 shares; 2026Q1: 1,505,526 shares; 2026Q2: 1,839,434 shares 1,839,434$79.2M0.03%+333,908Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,534 shares; 2024Q4: 74,277 shares; 2025Q1: 101,918 shares; 2025Q2: 129,103 shares; 2025Q3: 161,508 shares; 2025Q4: 183,100 shares; 2026Q1: 367,382 shares; 2026Q2: 570,666 shares 570,666$79.1M0.03%+203,284Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552,001 shares; 2024Q4: 657,555 shares; 2025Q1: 765,767 shares; 2025Q2: 864,813 shares; 2025Q3: 950,799 shares; 2025Q4: 1,023,587 shares; 2026Q1: 1,635,351 shares; 2026Q2: 1,647,271 shares 1,647,271$78.5M0.03%+11,920Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,778 shares; 2024Q4: 9,718 shares; 2025Q1: 13,489 shares; 2025Q2: 26,681 shares; 2025Q3: 37,461 shares; 2025Q4: 45,400 shares; 2026Q1: 227,919 shares; 2026Q2: 349,701 shares 349,701$78.2M0.03%+121,782Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,686 shares; 2024Q4: 8,862 shares; 2025Q1: 14,097 shares; 2025Q2: 18,933 shares; 2025Q3: 26,850 shares; 2025Q4: 30,136 shares; 2026Q1: 190,839 shares; 2026Q2: 180,538 shares 180,538$77.9M0.03%-10,301Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,298 shares; 2024Q4: 117,826 shares; 2025Q1: 152,070 shares; 2025Q2: 192,761 shares; 2025Q3: 281,712 shares; 2025Q4: 381,595 shares; 2026Q1: 645,976 shares; 2026Q2: 918,060 shares 918,060$77.6M0.03%+272,084Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,136 shares; 2024Q4: 4,994 shares; 2025Q1: 5,820 shares; 2025Q2: 6,422 shares; 2025Q3: 6,914 shares; 2025Q4: 7,518 shares; 2026Q1: 10,188 shares; 2026Q2: 424,925 shares 424,925$77M0.03%+414,737Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,909 shares; 2024Q4: 178,956 shares; 2025Q1: 228,010 shares; 2025Q2: 261,102 shares; 2025Q3: 287,768 shares; 2025Q4: 307,206 shares; 2026Q1: 914,712 shares; 2026Q2: 1,006,426 shares 1,006,426$76.7M0.03%+91,714Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 390 shares; 2025Q1: 345 shares; 2025Q2: 1,347 shares; 2025Q3: 1,154 shares; 2025Q4: 1,010 shares; 2026Q1: 389,857 shares; 2026Q2: 663,616 shares 663,616$76.5M0.03%+273,759Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 52 shares; 2025Q1: 292 shares; 2025Q2: 549 shares; 2025Q3: 771 shares; 2025Q4: 1,945 shares; 2026Q1: 334,986 shares; 2026Q2: 352,179 shares 352,179$76M0.03%+17,193Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,733 shares; 2025Q1: 3,168 shares; 2025Q2: 4,373 shares; 2025Q3: 5,478 shares; 2025Q4: 6,608 shares; 2026Q1: 65,417 shares; 2026Q2: 163,478 shares 163,478$75.2M0.03%+98,061Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,707 shares; 2024Q4: 9,069 shares; 2025Q1: 11,430 shares; 2025Q2: 11,941 shares; 2025Q3: 23,870 shares; 2025Q4: 65,383 shares; 2026Q1: 502,848 shares; 2026Q2: 1,329,237 shares 1,329,237$75.2M0.03%+826,389Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,774 shares; 2024Q4: 798,230 shares; 2025Q1: 984,998 shares; 2025Q2: 1,213,909 shares; 2025Q3: 1,330,351 shares; 2025Q4: 1,471,739 shares; 2026Q1: 1,869,605 shares; 2026Q2: 2,113,728 shares 2,113,728$75.2M0.03%+244,123Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,024 shares; 2024Q4: 28,352 shares; 2025Q1: 39,483 shares; 2025Q2: 47,885 shares; 2025Q3: 57,968 shares; 2025Q4: 63,333 shares; 2026Q1: 70,885 shares; 2026Q2: 224,696 shares 224,696$75.1M0.03%+153,811Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,010 shares; 2024Q4: 87,536 shares; 2025Q1: 109,844 shares; 2025Q2: 137,642 shares; 2025Q3: 162,138 shares; 2025Q4: 177,954 shares; 2026Q1: 203,336 shares; 2026Q2: 230,444 shares 230,444$75.1M0.03%+27,108Timeline
ULUNILEVER PLCQuarterly 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: 68,984 shares; 2026Q1: 1,195,386 shares; 2026Q2: 1,231,031 shares 1,231,031$74.5M0.03%+35,645Timeline
MFSIMFS ACTIVE EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,807 shares; 2025Q3: 520,085 shares; 2025Q4: 1,039,411 shares; 2026Q1: 1,777,016 shares; 2026Q2: 2,327,808 shares 2,327,808$74.5M0.03%+550,792Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,518 shares; 2024Q4: 3,599 shares; 2025Q1: 4,730 shares; 2025Q2: 5,333 shares; 2025Q3: 6,059 shares; 2025Q4: 6,379 shares; 2026Q1: 181,352 shares; 2026Q2: 238,841 shares 238,841$74.4M0.03%+57,489Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,886 shares; 2024Q4: 67,321 shares; 2025Q1: 90,476 shares; 2025Q2: 110,687 shares; 2025Q3: 120,421 shares; 2025Q4: 132,658 shares; 2026Q1: 671,476 shares; 2026Q2: 587,760 shares 587,760$73.9M0.03%-83,716Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,318 shares; 2024Q4: 123,791 shares; 2025Q1: 150,446 shares; 2025Q2: 177,493 shares; 2025Q3: 189,718 shares; 2025Q4: 194,823 shares; 2026Q1: 319,491 shares; 2026Q2: 307,379 shares 307,379$73.5M0.03%-12,112Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly 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: 470,422 shares 470,422$72.1M0.03%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,581 shares; 2024Q4: 102,930 shares; 2025Q1: 128,778 shares; 2025Q2: 161,525 shares; 2025Q3: 202,849 shares; 2025Q4: 240,072 shares; 2026Q1: 272,075 shares; 2026Q2: 300,558 shares 300,558$72.1M0.03%+28,483Timeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,863 shares; 2024Q4: 102,612 shares; 2025Q1: 198,091 shares; 2025Q2: 457,991 shares; 2025Q3: 700,476 shares; 2025Q4: 1,066,170 shares; 2026Q1: 1,551,074 shares; 2026Q2: 1,904,509 shares 1,904,509$71.4M0.03%+353,435Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly 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: 7,081 shares; 2025Q4: 85,505 shares; 2026Q1: 381,570 shares; 2026Q2: 778,421 shares 778,421$71.3M0.03%+396,851Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,793 shares; 2024Q4: 201,030 shares; 2025Q1: 309,212 shares; 2025Q2: 438,565 shares; 2025Q3: 556,703 shares; 2025Q4: 630,801 shares; 2026Q1: 678,227 shares; 2026Q2: 652,938 shares 652,938$70.6M0.03%-25,289Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,865 shares; 2024Q4: 128,261 shares; 2025Q1: 164,405 shares; 2025Q2: 186,790 shares; 2025Q3: 208,600 shares; 2025Q4: 225,989 shares; 2026Q1: 405,433 shares; 2026Q2: 417,421 shares 417,421$70.2M0.03%+11,988Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,584,653 shares; 2024Q4: 2,729,738 shares; 2025Q1: 2,060,421 shares; 2025Q2: 2,217,882 shares; 2025Q3: 270,078 shares; 2025Q4: 276,744 shares; 2026Q1: 301,348 shares; 2026Q2: 316,264 shares 316,264$70M0.03%+14,916Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,241 shares; 2024Q4: 19,178 shares; 2025Q1: 50,326 shares; 2025Q2: 121,581 shares; 2025Q3: 135,456 shares; 2025Q4: 287,861 shares; 2026Q1: 566,284 shares; 2026Q2: 656,471 shares 656,471$69.8M0.03%+90,187Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607 shares; 2024Q4: 1,020 shares; 2025Q1: 1,855 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 3,309 shares; 2026Q1: 54,069 shares; 2026Q2: 222,323 shares 222,323$69.8M0.03%+168,254Timeline
TCHPT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,940 shares; 2024Q4: 372,098 shares; 2025Q1: 499,627 shares; 2025Q2: 689,919 shares; 2025Q3: 850,979 shares; 2025Q4: 1,040,347 shares; 2026Q1: 1,237,094 shares; 2026Q2: 1,436,652 shares 1,436,652$69.4M0.03%+199,558Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,375 shares; 2024Q4: 14,028 shares; 2025Q1: 31,936 shares; 2025Q2: 48,830 shares; 2025Q3: 67,769 shares; 2025Q4: 70,837 shares; 2026Q1: 211,459 shares; 2026Q2: 175,144 shares 175,144$69.1M0.03%-36,315Timeline
COWGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,791 shares; 2024Q4: 351,910 shares; 2025Q1: 909,941 shares; 2025Q2: 1,288,461 shares; 2025Q3: 1,566,682 shares; 2025Q4: 1,704,200 shares; 2026Q1: 1,739,015 shares; 2026Q2: 1,805,902 shares 1,805,902$69.1M0.03%+66,887Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,704 shares; 2024Q4: 49,873 shares; 2025Q1: 56,943 shares; 2025Q2: 61,533 shares; 2025Q3: 67,628 shares; 2025Q4: 85,120 shares; 2026Q1: 149,378 shares; 2026Q2: 309,546 shares 309,546$68.5M0.03%+160,168Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 2,932 shares; 2025Q1: 2,639 shares; 2025Q2: 3,452 shares; 2025Q3: 4,078 shares; 2025Q4: 4,847 shares; 2026Q1: 967,017 shares; 2026Q2: 1,059,873 shares 1,059,873$68.4M0.03%+92,856Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,330 shares; 2025Q1: 1,439 shares; 2025Q2: 1,732 shares; 2025Q3: 2,622 shares; 2025Q4: 3,492 shares; 2026Q1: 423,998 shares; 2026Q2: 415,120 shares 415,120$67M0.03%-8,878Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,963 shares; 2024Q4: 288,955 shares; 2025Q1: 443,219 shares; 2025Q2: 645,680 shares; 2025Q3: 718,560 shares; 2025Q4: 710,706 shares; 2026Q1: 1,723,016 shares; 2026Q2: 1,628,644 shares 1,628,644$66.4M0.03%-94,372Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 53 shares; 2025Q1: 60 shares; 2025Q2: 316 shares; 2025Q3: 523 shares; 2025Q4: 537 shares; 2026Q1: 149,017 shares; 2026Q2: 155,881 shares 155,881$66.3M0.03%+6,864Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,958 shares; 2024Q4: 98,817 shares; 2025Q1: 137,616 shares; 2025Q2: 182,936 shares; 2025Q3: 240,540 shares; 2025Q4: 291,839 shares; 2026Q1: 411,029 shares; 2026Q2: 526,841 shares 526,841$65.8M0.03%+115,812Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,181 shares; 2024Q4: 162,187 shares; 2025Q1: 235,884 shares; 2025Q2: 306,291 shares; 2025Q3: 355,851 shares; 2025Q4: 355,687 shares; 2026Q1: 9,086,528 shares; 2026Q2: 7,116,095 shares 7,116,095$65.8M0.03%-1,970,433Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,218 shares; 2024Q4: 114,486 shares; 2025Q1: 133,262 shares; 2025Q2: 144,984 shares; 2025Q3: 180,425 shares; 2025Q4: 177,667 shares; 2026Q1: 550,238 shares; 2026Q2: 742,711 shares 742,711$64.8M0.03%+192,473Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,413 shares; 2024Q4: 16,393 shares; 2025Q1: 27,353 shares; 2025Q2: 38,925 shares; 2025Q3: 74,309 shares; 2025Q4: 133,570 shares; 2026Q1: 203,908 shares; 2026Q2: 349,709 shares 349,709$64.7M0.03%+145,801Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,575 shares; 2024Q4: 41,078 shares; 2025Q1: 60,865 shares; 2025Q2: 79,911 shares; 2025Q3: 98,350 shares; 2025Q4: 130,775 shares; 2026Q1: 215,251 shares; 2026Q2: 271,717 shares 271,717$64.3M0.03%+56,466Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,711 shares; 2024Q4: 15,109 shares; 2025Q1: 31,459 shares; 2025Q2: 61,899 shares; 2025Q3: 109,501 shares; 2025Q4: 138,875 shares; 2026Q1: 584,879 shares; 2026Q2: 240,995 shares 240,995$64.3M0.03%-343,884Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,541 shares; 2024Q4: 51,804 shares; 2025Q1: 63,733 shares; 2025Q2: 72,659 shares; 2025Q3: 79,803 shares; 2025Q4: 88,207 shares; 2026Q1: 483,233 shares; 2026Q2: 502,809 shares 502,809$64.3M0.03%+19,576Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,873 shares; 2024Q4: 11,872 shares; 2025Q1: 12,233 shares; 2025Q2: 7,260 shares; 2025Q3: 7,402 shares; 2025Q4: 6,269 shares; 2026Q1: 110,691 shares; 2026Q2: 351,265 shares 351,265$64M0.03%+240,574Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,145 shares; 2024Q4: 428,385 shares; 2025Q1: 708,957 shares; 2025Q2: 840,932 shares; 2025Q3: 1,074,197 shares; 2025Q4: 1,315,190 shares; 2026Q1: 1,825,470 shares; 2026Q2: 2,326,317 shares 2,326,317$64M0.03%+500,847Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,947 shares; 2024Q4: 195,260 shares; 2025Q1: 247,728 shares; 2025Q2: 289,419 shares; 2025Q3: 343,123 shares; 2025Q4: 391,850 shares; 2026Q1: 768,904 shares; 2026Q2: 862,809 shares 862,809$63.6M0.03%+93,905Timeline
QGENQIAGEN NVQuarterly 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: 1,169,141 shares; 2026Q2: 1,607,803 shares 1,607,803$63.4M0.03%+438,662Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 6,295 shares; 2025Q1: 9,925 shares; 2025Q2: 14,942 shares; 2025Q3: 17,835 shares; 2025Q4: 19,972 shares; 2026Q1: 329,054 shares; 2026Q2: 409,786 shares 409,786$63.3M0.03%+80,732Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,899 shares; 2024Q4: 5,464 shares; 2025Q1: 5,239 shares; 2025Q2: 5,445 shares; 2025Q3: 6,536 shares; 2025Q4: 7,023 shares; 2026Q1: 1,066,701 shares; 2026Q2: 1,015,428 shares 1,015,428$62.7M0.03%-51,273Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 3,314 shares; 2025Q1: 3,262 shares; 2025Q2: 5,282 shares; 2025Q3: 7,899 shares; 2025Q4: 8,925 shares; 2026Q1: 173,743 shares; 2026Q2: 180,092 shares 180,092$62.6M0.03%+6,349Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 849 shares; 2025Q1: 1,074 shares; 2025Q2: 1,656 shares; 2025Q3: 2,007 shares; 2025Q4: 2,287 shares; 2026Q1: 371,179 shares; 2026Q2: 419,193 shares 419,193$62.4M0.02%+48,014Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,490,754 shares; 2024Q4: 14,028,166 shares; 2025Q1: 14,355,890 shares; 2025Q2: 14,960,468 shares; 2025Q3: 493,515 shares; 2025Q4: 596,518 shares; 2026Q1: 779,518 shares; 2026Q2: 919,634 shares 919,634$61.8M0.02%+140,116Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 1,697 shares; 2025Q1: 1,865 shares; 2025Q2: 3,145 shares; 2025Q3: 4,098 shares; 2025Q4: 5,012 shares; 2026Q1: 157,947 shares; 2026Q2: 991,141 shares 991,141$61.8M0.02%+833,194Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,362 shares; 2024Q4: 2,772 shares; 2025Q1: 4,378 shares; 2025Q2: 5,472 shares; 2025Q3: 6,377 shares; 2025Q4: 4,130 shares; 2026Q1: 721,701 shares; 2026Q2: 1,030,413 shares 1,030,413$61.4M0.02%+308,712Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 1,325 shares; 2025Q1: 1,451 shares; 2025Q2: 2,494 shares; 2025Q3: 3,669 shares; 2025Q4: 5,519 shares; 2026Q1: 334,574 shares; 2026Q2: 381,710 shares 381,710$61.4M0.02%+47,136Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,256 shares; 2024Q4: 156,124 shares; 2025Q1: 181,060 shares; 2025Q2: 219,531 shares; 2025Q3: 254,210 shares; 2025Q4: 288,894 shares; 2026Q1: 412,787 shares; 2026Q2: 415,471 shares 415,471$61.3M0.02%+2,684Timeline
CGSDCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,343 shares; 2024Q4: 234,934 shares; 2025Q1: 417,160 shares; 2025Q2: 738,301 shares; 2025Q3: 982,034 shares; 2025Q4: 1,312,237 shares; 2026Q1: 1,724,483 shares; 2026Q2: 2,373,894 shares 2,373,894$61.3M0.02%+649,411Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,005 shares; 2024Q4: 63,658 shares; 2025Q1: 76,729 shares; 2025Q2: 93,449 shares; 2025Q3: 102,978 shares; 2025Q4: 114,392 shares; 2026Q1: 149,885 shares; 2026Q2: 157,199 shares 157,199$61.1M0.02%+7,314Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,227 shares; 2024Q4: 95,156 shares; 2025Q1: 122,213 shares; 2025Q2: 144,143 shares; 2025Q3: 164,331 shares; 2025Q4: 176,705 shares; 2026Q1: 216,523 shares; 2026Q2: 235,150 shares 235,150$61M0.02%+18,627Timeline
TMSLT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,211 shares; 2025Q1: 77,935 shares; 2025Q2: 238,936 shares; 2025Q3: 355,009 shares; 2025Q4: 568,405 shares; 2026Q1: 955,946 shares; 2026Q2: 1,401,861 shares 1,401,861$60.4M0.02%+445,915Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,001 shares; 2024Q4: 53,020 shares; 2025Q1: 74,690 shares; 2025Q2: 98,312 shares; 2025Q3: 115,835 shares; 2025Q4: 144,381 shares; 2026Q1: 186,712 shares; 2026Q2: 216,668 shares 216,668$60.3M0.02%+29,956Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,339 shares; 2024Q4: 5,334 shares; 2025Q1: 7,428 shares; 2025Q2: 8,477 shares; 2025Q3: 9,723 shares; 2025Q4: 10,615 shares; 2026Q1: 225,843 shares; 2026Q2: 252,660 shares 252,660$59.9M0.02%+26,817Timeline
GCOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,217 shares; 2024Q4: 317,013 shares; 2025Q1: 503,155 shares; 2025Q2: 659,433 shares; 2025Q3: 777,671 shares; 2025Q4: 969,443 shares; 2026Q1: 1,161,066 shares; 2026Q2: 1,371,404 shares 1,371,404$59.9M0.02%+210,338Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,478 shares; 2024Q4: 27,194 shares; 2025Q1: 33,620 shares; 2025Q2: 38,670 shares; 2025Q3: 52,075 shares; 2025Q4: 77,439 shares; 2026Q1: 418,633 shares; 2026Q2: 431,494 shares 431,494$59.7M0.02%+12,861Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,431 shares; 2024Q4: 91,534 shares; 2025Q1: 125,387 shares; 2025Q2: 160,867 shares; 2025Q3: 193,201 shares; 2025Q4: 219,664 shares; 2026Q1: 738,442 shares; 2026Q2: 776,654 shares 776,654$59.4M0.02%+38,212Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,556 shares; 2024Q4: 56,260 shares; 2025Q1: 75,947 shares; 2025Q2: 109,954 shares; 2025Q3: 129,013 shares; 2025Q4: 142,974 shares; 2026Q1: 230,826 shares; 2026Q2: 290,754 shares 290,754$59.3M0.02%+59,928Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,794 shares; 2024Q4: 201,063 shares; 2025Q1: 238,582 shares; 2025Q2: 306,195 shares; 2025Q3: 349,310 shares; 2025Q4: 443,452 shares; 2026Q1: 633,944 shares; 2026Q2: 846,849 shares 846,849$59.2M0.02%+212,905Timeline
BBDBANCO BRADESCO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 13,848 shares; 2025Q2: 13,259 shares; 2025Q3: 22,138 shares; 2025Q4: 27,367 shares; 2026Q1: 16,575,297 shares; 2026Q2: 17,095,421 shares 17,095,421$59.2M0.02%+520,124Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,358 shares; 2024Q4: 141,035 shares; 2025Q1: 187,637 shares; 2025Q2: 278,868 shares; 2025Q3: 356,676 shares; 2025Q4: 505,580 shares; 2026Q1: 619,316 shares; 2026Q2: 725,716 shares 725,716$58.9M0.02%+106,400Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,085 shares; 2024Q4: 11,815 shares; 2025Q1: 18,081 shares; 2025Q2: 22,039 shares; 2025Q3: 32,186 shares; 2025Q4: 35,721 shares; 2026Q1: 121,027 shares; 2026Q2: 235,835 shares 235,835$58.8M0.02%+114,808Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 2,324 shares; 2025Q1: 2,434 shares; 2025Q2: 3,984 shares; 2025Q3: 4,474 shares; 2025Q4: 5,544 shares; 2026Q1: 412,804 shares; 2026Q2: 471,704 shares 471,704$58.4M0.02%+58,900Timeline
JHXJAMES HARDIE INDS PLCQuarterly 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: 8,029 shares; 2025Q4: 9,679 shares; 2026Q1: 1,769,377 shares; 2026Q2: 2,166,998 shares 2,166,998$57.7M0.02%+397,621Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,193 shares; 2024Q4: 131,844 shares; 2025Q1: 154,558 shares; 2025Q2: 178,257 shares; 2025Q3: 181,609 shares; 2025Q4: 194,070 shares; 2026Q1: 408,141 shares; 2026Q2: 394,586 shares 394,586$57.6M0.02%-13,555Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341 shares; 2024Q4: 414 shares; 2025Q1: 741 shares; 2025Q2: 859 shares; 2025Q3: 1,828 shares; 2025Q4: 2,871 shares; 2026Q1: 1,271,178 shares; 2026Q2: 1,368,295 shares 1,368,295$57.4M0.02%+97,117Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,324 shares; 2025Q1: 1,261 shares; 2025Q2: 1,806 shares; 2025Q3: 1,637 shares; 2025Q4: 2,468 shares; 2026Q1: 620,925 shares; 2026Q2: 728,299 shares 728,299$57.3M0.02%+107,374Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,258 shares; 2024Q4: 15,376 shares; 2025Q1: 24,052 shares; 2025Q2: 31,922 shares; 2025Q3: 41,519 shares; 2025Q4: 44,545 shares; 2026Q1: 1,531,937 shares; 2026Q2: 1,293,187 shares 1,293,187$57.2M0.02%-238,750Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,177 shares; 2024Q4: 24,976 shares; 2025Q1: 26,140 shares; 2025Q2: 24,630 shares; 2025Q3: 15,129 shares; 2025Q4: 14,262 shares; 2026Q1: 805,287 shares; 2026Q2: 839,428 shares 839,428$57.2M0.02%+34,141Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 1,265 shares; 2025Q1: 1,331 shares; 2025Q2: 2,015 shares; 2025Q3: 1,868 shares; 2025Q4: 2,201 shares; 2026Q1: 321,168 shares; 2026Q2: 349,181 shares 349,181$56.6M0.02%+28,013Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315 shares; 2024Q4: 2,096 shares; 2025Q1: 3,569 shares; 2025Q2: 5,395 shares; 2025Q3: 5,813 shares; 2025Q4: 6,201 shares; 2026Q1: 624,063 shares; 2026Q2: 797,001 shares 797,001$56.6M0.02%+172,938Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,581 shares; 2024Q4: 183,923 shares; 2025Q1: 217,280 shares; 2025Q2: 356,570 shares; 2025Q3: 483,680 shares; 2025Q4: 701,193 shares; 2026Q1: 939,980 shares; 2026Q2: 1,200,263 shares 1,200,263$56.5M0.02%+260,283Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,357 shares; 2024Q4: 33,374 shares; 2025Q1: 51,248 shares; 2025Q2: 70,010 shares; 2025Q3: 88,989 shares; 2025Q4: 111,330 shares; 2026Q1: 648,865 shares; 2026Q2: 716,201 shares 716,201$56.3M0.02%+67,336Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 5,268 shares; 2025Q1: 6,893 shares; 2025Q2: 8,664 shares; 2025Q3: 11,281 shares; 2025Q4: 12,661 shares; 2026Q1: 129,678 shares; 2026Q2: 544,854 shares 544,854$56.3M0.02%+415,176Timeline
FLCBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,451 shares; 2024Q4: 484,202 shares; 2025Q1: 646,516 shares; 2025Q2: 816,026 shares; 2025Q3: 1,053,148 shares; 2025Q4: 1,363,758 shares; 2026Q1: 1,763,997 shares; 2026Q2: 2,617,190 shares 2,617,190$56.2M0.02%+853,193Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,134 shares; 2024Q4: 11,072 shares; 2025Q1: 12,668 shares; 2025Q2: 15,879 shares; 2025Q3: 19,421 shares; 2025Q4: 19,988 shares; 2026Q1: 768,533 shares; 2026Q2: 798,677 shares 798,677$56.2M0.02%+30,144Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,434 shares; 2024Q4: 106,658 shares; 2025Q1: 186,839 shares; 2025Q2: 242,833 shares; 2025Q3: 308,589 shares; 2025Q4: 410,368 shares; 2026Q1: 647,978 shares; 2026Q2: 733,498 shares 733,498$56.2M0.02%+85,520Timeline
QQAINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,132 shares; 2025Q2: 177,820 shares; 2025Q3: 330,252 shares; 2025Q4: 544,383 shares; 2026Q1: 790,460 shares; 2026Q2: 988,967 shares 988,967$55.2M0.02%+198,507Timeline
LADLITHIA MTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 697 shares; 2025Q1: 794 shares; 2025Q2: 941 shares; 2025Q3: 2,680 shares; 2025Q4: 1,550 shares; 2026Q1: 87,037 shares; 2026Q2: 188,101 shares 188,101$54.9M0.02%+101,064Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 3,026 shares; 2025Q1: 3,155 shares; 2025Q2: 3,150 shares; 2025Q3: 4,951 shares; 2025Q4: 7,792 shares; 2026Q1: 438,208 shares; 2026Q2: 344,187 shares 344,187$54.5M0.02%-94,021Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,894 shares; 2024Q4: 300,659 shares; 2025Q1: 514,185 shares; 2025Q2: 653,919 shares; 2025Q3: 791,991 shares; 2025Q4: 865,849 shares; 2026Q1: 940,396 shares; 2026Q2: 1,015,206 shares 1,015,206$54.4M0.02%+74,810Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,366 shares; 2024Q4: 5,344 shares; 2025Q1: 7,091 shares; 2025Q2: 7,951 shares; 2025Q3: 9,416 shares; 2025Q4: 15,186 shares; 2026Q1: 254,775 shares; 2026Q2: 349,854 shares 349,854$54.3M0.02%+95,079Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,805 shares; 2024Q4: 637,527 shares; 2025Q1: 1,001,736 shares; 2025Q2: 1,606,718 shares; 2025Q3: 2,062,169 shares; 2025Q4: 2,425,030 shares; 2026Q1: 2,934,231 shares; 2026Q2: 3,118,996 shares 3,118,996$54.2M0.02%+184,765Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 2,477 shares; 2025Q1: 3,246 shares; 2025Q2: 4,212 shares; 2025Q3: 5,985 shares; 2025Q4: 6,774 shares; 2026Q1: 823,068 shares; 2026Q2: 1,208,246 shares 1,208,246$53.9M0.02%+385,178Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,239 shares; 2024Q4: 9,529 shares; 2025Q1: 10,625 shares; 2025Q2: 13,960 shares; 2025Q3: 15,908 shares; 2025Q4: 28,564 shares; 2026Q1: 384,155 shares; 2026Q2: 404,859 shares 404,859$53.7M0.02%+20,704Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,694 shares; 2024Q4: 18,600 shares; 2025Q1: 23,826 shares; 2025Q2: 24,007 shares; 2025Q3: 27,015 shares; 2025Q4: 29,801 shares; 2026Q1: 127,622 shares; 2026Q2: 134,814 shares 134,814$53.5M0.02%+7,192Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,093 shares; 2024Q4: 301,293 shares; 2025Q1: 541,266 shares; 2025Q2: 737,098 shares; 2025Q3: 954,749 shares; 2025Q4: 1,092,888 shares; 2026Q1: 1,399,455 shares; 2026Q2: 1,626,152 shares 1,626,152$53.4M0.02%+226,697Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 607 shares; 2025Q1: 741 shares; 2025Q2: 1,155 shares; 2025Q3: 1,944 shares; 2025Q4: 2,157 shares; 2026Q1: 463,087 shares; 2026Q2: 684,898 shares 684,898$53.4M0.02%+221,811Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,265 shares; 2024Q4: 20,466 shares; 2025Q1: 27,791 shares; 2025Q2: 31,982 shares; 2025Q3: 50,678 shares; 2025Q4: 47,279 shares; 2026Q1: 1,476,265 shares; 2026Q2: 2,406,207 shares 2,406,207$53M0.02%+929,942Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,532 shares; 2024Q4: 784,954 shares; 2025Q1: 918,319 shares; 2025Q2: 1,013,857 shares; 2025Q3: 1,171,388 shares; 2025Q4: 1,482,876 shares; 2026Q1: 1,897,393 shares; 2026Q2: 2,278,622 shares 2,278,622$52.9M0.02%+381,229Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,344 shares; 2024Q4: 11,384 shares; 2025Q1: 20,638 shares; 2025Q2: 24,240 shares; 2025Q3: 27,825 shares; 2025Q4: 35,668 shares; 2026Q1: 174,096 shares; 2026Q2: 129,945 shares 129,945$51.9M0.02%-44,151Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 1,688 shares; 2025Q1: 3,109 shares; 2025Q2: 19,641 shares; 2025Q3: 26,875 shares; 2025Q4: 32,896 shares; 2026Q1: 287,053 shares; 2026Q2: 578,028 shares 578,028$51.9M0.02%+290,975Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,080 shares; 2024Q4: 23,909 shares; 2025Q1: 29,309 shares; 2025Q2: 34,517 shares; 2025Q3: 39,774 shares; 2025Q4: 69,511 shares; 2026Q1: 254,580 shares; 2026Q2: 284,274 shares 284,274$51.9M0.02%+29,694Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,883 shares; 2024Q4: 247,820 shares; 2025Q1: 294,501 shares; 2025Q2: 354,158 shares; 2025Q3: 436,841 shares; 2025Q4: 564,589 shares; 2026Q1: 841,604 shares; 2026Q2: 1,068,395 shares 1,068,395$51.8M0.02%+226,791Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488,276 shares; 2024Q4: 697,855 shares; 2025Q1: 918,838 shares; 2025Q2: 1,063,658 shares; 2025Q3: 1,218,998 shares; 2025Q4: 1,394,248 shares; 2026Q1: 2,229,791 shares; 2026Q2: 2,278,657 shares 2,278,657$51.7M0.02%+48,866Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,680 shares; 2024Q4: 266,925 shares; 2025Q1: 279,061 shares; 2025Q2: 310,458 shares; 2025Q3: 325,609 shares; 2025Q4: 336,729 shares; 2026Q1: 374,664 shares; 2026Q2: 377,557 shares 377,557$51.7M0.02%+2,893Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,519 shares; 2024Q4: 450,348 shares; 2025Q1: 692,212 shares; 2025Q2: 952,332 shares; 2025Q3: 1,113,450 shares; 2025Q4: 1,215,866 shares; 2026Q1: 1,504,229 shares; 2026Q2: 1,710,117 shares 1,710,117$51.4M0.02%+205,888Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,433 shares; 2024Q4: 7,027 shares; 2025Q1: 12,595 shares; 2025Q2: 19,404 shares; 2025Q3: 34,767 shares; 2025Q4: 86,228 shares; 2026Q1: 2,086,774 shares; 2026Q2: 1,673,998 shares 1,673,998$51.1M0.02%-412,776Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,124 shares; 2024Q4: 93,615 shares; 2025Q1: 86,680 shares; 2025Q2: 104,626 shares; 2025Q3: 127,792 shares; 2025Q4: 152,310 shares; 2026Q1: 1,470,184 shares; 2026Q2: 1,375,073 shares 1,375,073$51.1M0.02%-95,111Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,713 shares; 2024Q4: 23,886 shares; 2025Q1: 31,170 shares; 2025Q2: 39,422 shares; 2025Q3: 51,257 shares; 2025Q4: 49,659 shares; 2026Q1: 420,954 shares; 2026Q2: 581,753 shares 581,753$51M0.02%+160,799Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,545 shares; 2024Q4: 71,590 shares; 2025Q1: 132,531 shares; 2025Q2: 160,757 shares; 2025Q3: 187,586 shares; 2025Q4: 216,356 shares; 2026Q1: 247,759 shares; 2026Q2: 281,240 shares 281,240$51M0.02%+33,481Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,707 shares; 2024Q4: 22,300 shares; 2025Q1: 25,969 shares; 2025Q2: 33,663 shares; 2025Q3: 39,778 shares; 2025Q4: 44,158 shares; 2026Q1: 154,465 shares; 2026Q2: 141,894 shares 141,894$50.9M0.02%-12,571Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,592 shares; 2024Q4: 52,332 shares; 2025Q1: 106,454 shares; 2025Q2: 143,913 shares; 2025Q3: 179,426 shares; 2025Q4: 236,892 shares; 2026Q1: 321,461 shares; 2026Q2: 395,132 shares 395,132$50.8M0.02%+73,671Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,470 shares; 2024Q4: 15,547 shares; 2025Q1: 19,009 shares; 2025Q2: 22,241 shares; 2025Q3: 25,424 shares; 2025Q4: 29,168 shares; 2026Q1: 71,085 shares; 2026Q2: 73,802 shares 73,802$50.6M0.02%+2,717Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,129 shares; 2024Q4: 11,053 shares; 2025Q1: 25,283 shares; 2025Q2: 42,820 shares; 2025Q3: 53,752 shares; 2025Q4: 69,376 shares; 2026Q1: 1,377,014 shares; 2026Q2: 1,145,202 shares 1,145,202$50.1M0.02%-231,812Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,582 shares; 2024Q4: 72,052 shares; 2025Q1: 108,640 shares; 2025Q2: 135,868 shares; 2025Q3: 149,885 shares; 2025Q4: 151,859 shares; 2026Q1: 432,770 shares; 2026Q2: 1,038,160 shares 1,038,160$49.9M0.02%+605,390Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,205 shares; 2024Q4: 179,895 shares; 2025Q1: 315,657 shares; 2025Q2: 475,445 shares; 2025Q3: 569,902 shares; 2025Q4: 625,297 shares; 2026Q1: 758,507 shares; 2026Q2: 837,467 shares 837,467$49.7M0.02%+78,960Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,963 shares; 2024Q4: 23,569 shares; 2025Q1: 110,290 shares; 2025Q2: 149,818 shares; 2025Q3: 224,933 shares; 2025Q4: 338,665 shares; 2026Q1: 481,076 shares; 2026Q2: 681,599 shares 681,599$49.3M0.02%+200,523Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,064 shares; 2024Q4: 112,763 shares; 2025Q1: 85,094 shares; 2025Q2: 96,571 shares; 2025Q3: 100,694 shares; 2025Q4: 103,513 shares; 2026Q1: 115,291 shares; 2026Q2: 117,905 shares 117,905$49.2M0.02%+2,614Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,610 shares; 2024Q4: 110,339 shares; 2025Q1: 160,062 shares; 2025Q2: 209,253 shares; 2025Q3: 245,936 shares; 2025Q4: 552,326 shares; 2026Q1: 930,450 shares; 2026Q2: 913,890 shares 913,890$49.2M0.02%-16,560Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,819 shares; 2024Q4: 49,326 shares; 2025Q1: 66,237 shares; 2025Q2: 95,515 shares; 2025Q3: 244,708 shares; 2025Q4: 326,232 shares; 2026Q1: 444,793 shares; 2026Q2: 554,433 shares 554,433$49.1M0.02%+109,640Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 2,713 shares; 2025Q1: 5,056 shares; 2025Q2: 6,265 shares; 2025Q3: 8,044 shares; 2025Q4: 7,978 shares; 2026Q1: 78,522 shares; 2026Q2: 130,100 shares 130,100$49.1M0.02%+51,578Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 545 shares; 2025Q1: 461 shares; 2025Q2: 537 shares; 2025Q3: 990 shares; 2025Q4: 1,065 shares; 2026Q1: 429,980 shares; 2026Q2: 371,323 shares 371,323$48.6M0.02%-58,657Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,511 shares; 2024Q4: 103,266 shares; 2025Q1: 154,840 shares; 2025Q2: 249,715 shares; 2025Q3: 351,712 shares; 2025Q4: 496,151 shares; 2026Q1: 778,778 shares; 2026Q2: 1,059,149 shares 1,059,149$48.5M0.02%+280,371Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,955 shares; 2024Q4: 3,533 shares; 2025Q1: 4,221 shares; 2025Q2: 4,291 shares; 2025Q3: 7,183 shares; 2025Q4: 7,518 shares; 2026Q1: 609,944 shares; 2026Q2: 931,570 shares 931,570$48.5M0.02%+321,626Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 1,129 shares; 2025Q3: 1,195 shares; 2025Q4: 1,690 shares; 2026Q1: 12,668 shares; 2026Q2: 23,065 shares 23,065$48.3M0.02%+10,397Timeline
ASXASE TECHNOLOGY HLDG CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,404 shares; 2024Q4: 11,482 shares; 2025Q1: 9,772 shares; 2025Q2: 12,277 shares; 2025Q3: 11,966 shares; 2025Q4: 13,837 shares; 2026Q1: 1,836,473 shares; 2026Q2: 1,201,632 shares 1,201,632$48.3M0.02%-634,841Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,393 shares; 2024Q4: 93,828 shares; 2025Q1: 124,820 shares; 2025Q2: 195,903 shares; 2025Q3: 243,603 shares; 2025Q4: 285,660 shares; 2026Q1: 335,244 shares; 2026Q2: 342,773 shares 342,773$48.1M0.02%+7,529Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,931 shares; 2024Q4: 71,036 shares; 2025Q1: 100,675 shares; 2025Q2: 153,253 shares; 2025Q3: 243,663 shares; 2025Q4: 294,252 shares; 2026Q1: 388,961 shares; 2026Q2: 525,103 shares 525,103$47.8M0.02%+136,142Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,146 shares; 2024Q4: 114,745 shares; 2025Q1: 203,711 shares; 2025Q2: 288,256 shares; 2025Q3: 326,344 shares; 2025Q4: 406,149 shares; 2026Q1: 459,413 shares; 2026Q2: 618,478 shares 618,478$47.8M0.02%+159,065Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 753 shares; 2025Q1: 955 shares; 2025Q2: 1,046 shares; 2025Q3: 893 shares; 2025Q4: 1,194 shares; 2026Q1: 206,789 shares; 2026Q2: 220,659 shares 220,659$47.5M0.02%+13,870Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,099 shares; 2024Q4: 3,053 shares; 2025Q1: 4,905 shares; 2025Q2: 12,412 shares; 2025Q3: 24,237 shares; 2025Q4: 22,472 shares; 2026Q1: 407,718 shares; 2026Q2: 491,842 shares 491,842$47.4M0.02%+84,124Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,147 shares; 2024Q4: 13,470 shares; 2025Q1: 17,085 shares; 2025Q2: 25,274 shares; 2025Q3: 28,307 shares; 2025Q4: 41,598 shares; 2026Q1: 466,130 shares; 2026Q2: 428,923 shares 428,923$46.9M0.02%-37,207Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 4,175 shares; 2025Q1: 5,412 shares; 2025Q2: 11,488 shares; 2025Q3: 18,037 shares; 2025Q4: 20,761 shares; 2026Q1: 62,362 shares; 2026Q2: 60,089 shares 60,089$46.8M0.02%-2,273Timeline
RRYDER SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 492 shares; 2025Q1: 732 shares; 2025Q2: 1,909 shares; 2025Q3: 1,228 shares; 2025Q4: 1,432 shares; 2026Q1: 163,716 shares; 2026Q2: 178,034 shares 178,034$46.5M0.02%+14,318Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,221 shares; 2024Q4: 144,481 shares; 2025Q1: 170,988 shares; 2025Q2: 197,235 shares; 2025Q3: 211,742 shares; 2025Q4: 224,235 shares; 2026Q1: 357,095 shares; 2026Q2: 268,120 shares 268,120$46.3M0.02%-88,975Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,550 shares; 2024Q4: 17,012 shares; 2025Q1: 21,023 shares; 2025Q2: 20,931 shares; 2025Q3: 21,570 shares; 2025Q4: 22,735 shares; 2026Q1: 112,487 shares; 2026Q2: 134,460 shares 134,460$46.3M0.02%+21,973Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: 1,319 shares; 2025Q1: 2,142 shares; 2025Q2: 3,150 shares; 2025Q3: 3,910 shares; 2025Q4: 4,610 shares; 2026Q1: 53,472 shares; 2026Q2: 121,262 shares 121,262$46.2M0.02%+67,790Timeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 359 shares; 2025Q1: 421 shares; 2025Q2: 435 shares; 2025Q3: 457 shares; 2025Q4: 344 shares; 2026Q1: 143,156 shares; 2026Q2: 172,850 shares 172,850$46M0.02%+29,694Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,090 shares; 2024Q4: 141,122 shares; 2025Q1: 160,256 shares; 2025Q2: 190,851 shares; 2025Q3: 204,250 shares; 2025Q4: 216,586 shares; 2026Q1: 253,384 shares; 2026Q2: 259,022 shares 259,022$45.7M0.02%+5,638Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,440 shares; 2024Q4: 42,987 shares; 2025Q1: 79,668 shares; 2025Q2: 108,584 shares; 2025Q3: 141,427 shares; 2025Q4: 176,864 shares; 2026Q1: 228,497 shares; 2026Q2: 265,171 shares 265,171$45.5M0.02%+36,674Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 700 shares; 2025Q1: 949 shares; 2025Q2: 1,088 shares; 2025Q3: 1,108 shares; 2025Q4: 1,163 shares; 2026Q1: 195,527 shares; 2026Q2: 210,297 shares 210,297$45.3M0.02%+14,770Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 437 shares; 2025Q3: 472 shares; 2025Q4: 942 shares; 2026Q1: 459,220 shares; 2026Q2: 646,804 shares 646,804$44.8M0.02%+187,584Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,996 shares; 2024Q4: 13,765 shares; 2025Q1: 10,961 shares; 2025Q2: 14,821 shares; 2025Q3: 15,907 shares; 2025Q4: 34,988 shares; 2026Q1: 1,117,118 shares; 2026Q2: 1,338,080 shares 1,338,080$44.7M0.02%+220,962Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,615 shares; 2024Q4: 73,276 shares; 2025Q1: 113,688 shares; 2025Q2: 151,785 shares; 2025Q3: 178,008 shares; 2025Q4: 211,247 shares; 2026Q1: 244,391 shares; 2026Q2: 277,455 shares 277,455$44.5M0.02%+33,064Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,760 shares; 2024Q4: 15,786 shares; 2025Q1: 19,821 shares; 2025Q2: 23,072 shares; 2025Q3: 27,516 shares; 2025Q4: 31,323 shares; 2026Q1: 110,766 shares; 2026Q2: 139,353 shares 139,353$44.3M0.02%+28,587Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,869 shares; 2024Q4: 676,023 shares; 2025Q1: 747,849 shares; 2025Q2: 734,415 shares; 2025Q3: 784,053 shares; 2025Q4: 777,998 shares; 2026Q1: 832,598 shares; 2026Q2: 874,270 shares 874,270$44.3M0.02%+41,672Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 1,880 shares; 2025Q1: 2,580 shares; 2025Q2: 2,930 shares; 2025Q3: 3,353 shares; 2025Q4: 5,449 shares; 2026Q1: 325,817 shares; 2026Q2: 369,520 shares 369,520$44.3M0.02%+43,703Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 1,011 shares; 2025Q1: 2,849 shares; 2025Q2: 3,611 shares; 2025Q3: 4,362 shares; 2025Q4: 4,611 shares; 2026Q1: 258,909 shares; 2026Q2: 294,566 shares 294,566$44.2M0.02%+35,657Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,192 shares; 2024Q4: 16,418 shares; 2025Q1: 21,689 shares; 2025Q2: 25,173 shares; 2025Q3: 25,781 shares; 2025Q4: 26,821 shares; 2026Q1: 472,884 shares; 2026Q2: 497,244 shares 497,244$43.7M0.02%+24,360Timeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,082 shares; 2024Q4: 122,227 shares; 2025Q1: 232,625 shares; 2025Q2: 367,880 shares; 2025Q3: 467,570 shares; 2025Q4: 512,759 shares; 2026Q1: 517,225 shares; 2026Q2: 552,306 shares 552,306$43.5M0.02%+35,081Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,319 shares; 2024Q4: 99,332 shares; 2025Q1: 210,300 shares; 2025Q2: 347,328 shares; 2025Q3: 542,152 shares; 2025Q4: 814,776 shares; 2026Q1: 1,238,692 shares; 2026Q2: 1,646,144 shares 1,646,144$43.4M0.02%+407,452Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,754 shares; 2024Q4: 80,791 shares; 2025Q1: 110,176 shares; 2025Q2: 131,241 shares; 2025Q3: 148,970 shares; 2025Q4: 162,343 shares; 2026Q1: 212,637 shares; 2026Q2: 224,719 shares 224,719$43.3M0.02%+12,082Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,422 shares; 2024Q4: 91,271 shares; 2025Q1: 162,882 shares; 2025Q2: 230,633 shares; 2025Q3: 364,086 shares; 2025Q4: 601,865 shares; 2026Q1: 874,028 shares; 2026Q2: 1,000,912 shares 1,000,912$42.8M0.02%+126,884Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,159 shares; 2024Q4: 70,350 shares; 2025Q1: 115,292 shares; 2025Q2: 214,197 shares; 2025Q3: 350,885 shares; 2025Q4: 670,614 shares; 2026Q1: 1,145,462 shares; 2026Q2: 1,607,750 shares 1,607,750$42.7M0.02%+462,288Timeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,936 shares; 2024Q4: 2,881 shares; 2025Q1: 7,469 shares; 2025Q2: 9,976 shares; 2025Q3: 13,124 shares; 2025Q4: 18,490 shares; 2026Q1: 800,692 shares; 2026Q2: 903,248 shares 903,248$42.6M0.02%+102,556Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 1,094 shares; 2025Q1: 165 shares; 2025Q2: 187 shares; 2025Q3: 316 shares; 2025Q4: 1,109 shares; 2026Q1: 2,330,767 shares; 2026Q2: 4,120,981 shares 4,120,981$42.4M0.02%+1,790,214Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,848 shares; 2024Q4: 36,850 shares; 2025Q1: 61,749 shares; 2025Q2: 79,167 shares; 2025Q3: 109,055 shares; 2025Q4: 171,678 shares; 2026Q1: 405,618 shares; 2026Q2: 666,490 shares 666,490$42.3M0.02%+260,872Timeline
JHMDJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,808 shares; 2024Q4: 93,483 shares; 2025Q1: 159,099 shares; 2025Q2: 229,679 shares; 2025Q3: 317,069 shares; 2025Q4: 519,929 shares; 2026Q1: 817,498 shares; 2026Q2: 955,944 shares 955,944$42.2M0.02%+138,446Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 262 shares; 2025Q1: 233 shares; 2025Q2: 383 shares; 2025Q3: 942 shares; 2025Q4: 1,021 shares; 2026Q1: 402,134 shares; 2026Q2: 434,868 shares 434,868$42M0.02%+32,734Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,509 shares; 2024Q4: 15,950 shares; 2025Q1: 18,941 shares; 2025Q2: 19,782 shares; 2025Q3: 20,655 shares; 2025Q4: 20,896 shares; 2026Q1: 238,930 shares; 2026Q2: 361,877 shares 361,877$41.9M0.02%+122,947Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,033 shares; 2024Q4: 19,764 shares; 2025Q1: 28,216 shares; 2025Q2: 67,038 shares; 2025Q3: 74,747 shares; 2025Q4: 81,752 shares; 2026Q1: 98,700 shares; 2026Q2: 126,472 shares 126,472$41.8M0.02%+27,772Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 34 shares; 2025Q2: 28 shares; 2025Q3: 122 shares; 2025Q4: 185 shares; 2026Q1: 65,676 shares; 2026Q2: 72,943 shares 72,943$41.5M0.02%+7,267Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,537 shares; 2024Q4: 8,856 shares; 2025Q1: 8,397 shares; 2025Q2: 9,989 shares; 2025Q3: 11,384 shares; 2025Q4: 25,296 shares; 2026Q1: 1,198,133 shares; 2026Q2: 1,322,800 shares 1,322,800$41.5M0.02%+124,667Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,197 shares; 2024Q4: 102,229 shares; 2025Q1: 142,522 shares; 2025Q2: 192,303 shares; 2025Q3: 238,966 shares; 2025Q4: 261,226 shares; 2026Q1: 514,863 shares; 2026Q2: 601,419 shares 601,419$41.1M0.02%+86,556Timeline
MFSVMFS ACTIVE EXCHANGE TRADED FQuarterly 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: 80,804 shares; 2025Q4: 377,554 shares; 2026Q1: 848,727 shares; 2026Q2: 1,452,707 shares 1,452,707$41.1M0.02%+603,980Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,646 shares; 2024Q4: 13,499 shares; 2025Q1: 19,092 shares; 2025Q2: 20,009 shares; 2025Q3: 23,201 shares; 2025Q4: 25,347 shares; 2026Q1: 55,983 shares; 2026Q2: 59,426 shares 59,426$40.9M0.02%+3,443Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,601 shares; 2024Q4: 7,078 shares; 2025Q1: 8,280 shares; 2025Q2: 10,102 shares; 2025Q3: 11,193 shares; 2025Q4: 12,280 shares; 2026Q1: 255,745 shares; 2026Q2: 171,337 shares 171,337$40.8M0.02%-84,408Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 247 shares; 2025Q1: 550 shares; 2025Q2: 365 shares; 2025Q3: 493 shares; 2025Q4: 496 shares; 2026Q1: 18,373 shares; 2026Q2: 19,602 shares 19,602$40.8M0.02%+1,229Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,346 shares; 2024Q4: 453,230 shares; 2025Q1: 599,496 shares; 2025Q2: 696,667 shares; 2025Q3: 795,156 shares; 2025Q4: 857,716 shares; 2026Q1: 985,085 shares; 2026Q2: 1,007,760 shares 1,007,760$40.6M0.02%+22,675Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 3,715 shares; 2025Q1: 4,576 shares; 2025Q2: 6,012 shares; 2025Q3: 9,000 shares; 2025Q4: 11,171 shares; 2026Q1: 132,315 shares; 2026Q2: 139,232 shares 139,232$40.6M0.02%+6,917Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 4,478 shares; 2025Q1: 9,815 shares; 2025Q2: 14,903 shares; 2025Q3: 24,450 shares; 2025Q4: 30,941 shares; 2026Q1: 146,820 shares; 2026Q2: 153,151 shares 153,151$40.4M0.02%+6,331Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,117 shares; 2024Q4: 5,638 shares; 2025Q1: 6,073 shares; 2025Q2: 5,948 shares; 2025Q3: 6,358 shares; 2025Q4: 6,197 shares; 2026Q1: 297,478 shares; 2026Q2: 290,735 shares 290,735$40.3M0.02%-6,743Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly 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: 52,114 shares; 2025Q4: 256,900 shares; 2026Q1: 730,725 shares; 2026Q2: 1,113,313 shares 1,113,313$40.2M0.02%+382,588Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,040 shares; 2024Q4: 27,506 shares; 2025Q1: 87,041 shares; 2025Q2: 152,694 shares; 2025Q3: 247,378 shares; 2025Q4: 382,459 shares; 2026Q1: 643,464 shares; 2026Q2: 799,678 shares 799,678$39.8M0.02%+156,214Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,649 shares; 2024Q4: 28,500 shares; 2025Q1: 37,320 shares; 2025Q2: 43,411 shares; 2025Q3: 49,321 shares; 2025Q4: 55,320 shares; 2026Q1: 89,729 shares; 2026Q2: 81,820 shares 81,820$39.8M0.02%-7,909Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 508 shares; 2025Q1: 1,526 shares; 2025Q2: 1,157 shares; 2025Q3: 1,885 shares; 2025Q4: 3,312 shares; 2026Q1: 45,881 shares; 2026Q2: 49,614 shares 49,614$39.6M0.02%+3,733Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 846 shares; 2025Q1: 1,387 shares; 2025Q2: 1,550 shares; 2025Q3: 1,745 shares; 2025Q4: 3,846 shares; 2026Q1: 275,387 shares; 2026Q2: 355,559 shares 355,559$39.3M0.02%+80,172Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,863 shares; 2024Q4: 199,526 shares; 2025Q1: 225,999 shares; 2025Q2: 264,909 shares; 2025Q3: 318,436 shares; 2025Q4: 430,322 shares; 2026Q1: 566,414 shares; 2026Q2: 664,050 shares 664,050$39.3M0.02%+97,636Timeline
TRFKPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,780 shares; 2026Q1: 195,441 shares; 2026Q2: 387,596 shares 387,596$39.3M0.02%+192,155Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 4,565 shares; 2025Q1: 6,583 shares; 2025Q2: 9,570 shares; 2025Q3: 12,560 shares; 2025Q4: 14,325 shares; 2026Q1: 140,969 shares; 2026Q2: 138,660 shares 138,660$39.1M0.02%-2,309Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 6,023 shares; 2025Q1: 8,686 shares; 2025Q2: 9,762 shares; 2025Q3: 11,388 shares; 2025Q4: 15,460 shares; 2026Q1: 55,758 shares; 2026Q2: 78,123 shares 78,123$39.1M0.02%+22,365Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,373 shares; 2024Q4: 27,887 shares; 2025Q1: 34,616 shares; 2025Q2: 39,177 shares; 2025Q3: 47,367 shares; 2025Q4: 55,212 shares; 2026Q1: 146,438 shares; 2026Q2: 158,558 shares 158,558$38.9M0.02%+12,120Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 51 shares; 2025Q1: 58 shares; 2025Q2: 225 shares; 2025Q3: 216 shares; 2025Q4: 307 shares; 2026Q1: 150,102 shares; 2026Q2: 189,255 shares 189,255$38.8M0.02%+39,153Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,052 shares; 2024Q4: 4,196 shares; 2025Q1: 5,790 shares; 2025Q2: 6,558 shares; 2025Q3: 7,843 shares; 2025Q4: 8,738 shares; 2026Q1: 343,882 shares; 2026Q2: 345,136 shares 345,136$38.8M0.02%+1,254Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,546 shares; 2024Q4: 12,155 shares; 2025Q1: 13,269 shares; 2025Q2: 16,351 shares; 2025Q3: 17,137 shares; 2025Q4: 20,241 shares; 2026Q1: 395,141 shares; 2026Q2: 427,565 shares 427,565$38.8M0.02%+32,424Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,673 shares; 2024Q4: 139,361 shares; 2025Q1: 210,768 shares; 2025Q2: 292,905 shares; 2025Q3: 391,871 shares; 2025Q4: 497,258 shares; 2026Q1: 684,954 shares; 2026Q2: 726,104 shares 726,104$38.7M0.02%+41,150Timeline
VCRMVANGUARD MUN BD FDSQuarterly 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: 9,507 shares; 2026Q1: 245,112 shares; 2026Q2: 500,175 shares 500,175$38.2M0.02%+255,063Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 804 shares; 2025Q1: 2,287 shares; 2025Q2: 5,341 shares; 2025Q3: 8,524 shares; 2025Q4: 9,560 shares; 2026Q1: 355,141 shares; 2026Q2: 334,517 shares 334,517$37.9M0.02%-20,624Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,331 shares; 2024Q4: 154,425 shares; 2025Q1: 195,460 shares; 2025Q2: 224,356 shares; 2025Q3: 241,867 shares; 2025Q4: 296,829 shares; 2026Q1: 482,051 shares; 2026Q2: 804,528 shares 804,528$37.8M0.02%+322,477Timeline
NEUNEWMARKET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 85 shares; 2025Q3: 79 shares; 2025Q4: 634 shares; 2026Q1: 33,468 shares; 2026Q2: 47,595 shares 47,595$37.7M0.02%+14,127Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 677 shares; 2025Q1: 769 shares; 2025Q2: 968 shares; 2025Q3: 994 shares; 2025Q4: 1,183 shares; 2026Q1: 57,550 shares; 2026Q2: 59,718 shares 59,718$37.6M0.02%+2,168Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,562 shares; 2024Q4: 101,912 shares; 2025Q1: 136,587 shares; 2025Q2: 158,152 shares; 2025Q3: 182,376 shares; 2025Q4: 181,962 shares; 2026Q1: 334,315 shares; 2026Q2: 510,900 shares 510,900$37.6M0.02%+176,585Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,262 shares; 2024Q4: 142,425 shares; 2025Q1: 163,143 shares; 2025Q2: 182,763 shares; 2025Q3: 208,262 shares; 2025Q4: 229,043 shares; 2026Q1: 265,787 shares; 2026Q2: 290,727 shares 290,727$37.5M0.02%+24,940Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,455 shares; 2024Q4: 118,220 shares; 2025Q1: 168,839 shares; 2025Q2: 225,993 shares; 2025Q3: 247,905 shares; 2025Q4: 337,440 shares; 2026Q1: 385,508 shares; 2026Q2: 339,005 shares 339,005$37.3M0.01%-46,503Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,252 shares; 2024Q4: 147,424 shares; 2025Q1: 213,903 shares; 2025Q2: 251,701 shares; 2025Q3: 301,752 shares; 2025Q4: 332,010 shares; 2026Q1: 358,819 shares; 2026Q2: 394,078 shares 394,078$37.3M0.01%+35,259Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 641 shares; 2025Q1: 896 shares; 2025Q2: 878 shares; 2025Q3: 801 shares; 2025Q4: 828 shares; 2026Q1: 114,048 shares; 2026Q2: 172,385 shares 172,385$37.2M0.01%+58,337Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,559 shares; 2024Q4: 1,961 shares; 2025Q1: 2,420 shares; 2025Q2: 2,489 shares; 2025Q3: 6,123 shares; 2025Q4: 7,908 shares; 2026Q1: 251,547 shares; 2026Q2: 299,463 shares 299,463$36.9M0.01%+47,916Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,057 shares; 2024Q4: 27,934 shares; 2025Q1: 35,487 shares; 2025Q2: 41,705 shares; 2025Q3: 48,608 shares; 2025Q4: 52,185 shares; 2026Q1: 621,528 shares; 2026Q2: 651,692 shares 651,692$36.7M0.01%+30,164Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: 4,622 shares; 2025Q1: 4,357 shares; 2025Q2: 5,942 shares; 2025Q3: 4,144 shares; 2025Q4: 2,933 shares; 2026Q1: 360,451 shares; 2026Q2: 411,241 shares 411,241$36.6M0.01%+50,790Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,327 shares; 2024Q4: 19,037 shares; 2025Q1: 25,717 shares; 2025Q2: 33,573 shares; 2025Q3: 37,969 shares; 2025Q4: 48,339 shares; 2026Q1: 63,877 shares; 2026Q2: 455,097 shares 455,097$36.3M0.01%+391,220Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,619 shares; 2024Q4: 6,905 shares; 2025Q1: 6,609 shares; 2025Q2: 7,665 shares; 2025Q3: 10,660 shares; 2025Q4: 13,135 shares; 2026Q1: 373,290 shares; 2026Q2: 384,480 shares 384,480$36.2M0.01%+11,190Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 429 shares; 2025Q1: 451 shares; 2025Q2: 504 shares; 2025Q3: 521 shares; 2025Q4: 258 shares; 2026Q1: 53,729 shares; 2026Q2: 64,131 shares 64,131$36.2M0.01%+10,402Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,440 shares; 2024Q4: 34,615 shares; 2025Q1: 85,105 shares; 2025Q2: 104,916 shares; 2025Q3: 153,418 shares; 2025Q4: 181,138 shares; 2026Q1: 472,232 shares; 2026Q2: 392,492 shares 392,492$36M0.01%-79,740Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664,519 shares; 2024Q4: 889,302 shares; 2025Q1: 1,087,679 shares; 2025Q2: 1,248,073 shares; 2025Q3: 1,296,283 shares; 2025Q4: 1,055,139 shares; 2026Q1: 2,528,019 shares; 2026Q2: 1,546,543 shares 1,546,543$35.9M0.01%-981,476Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,797 shares; 2024Q4: 8,280 shares; 2025Q1: 10,505 shares; 2025Q2: 12,662 shares; 2025Q3: 15,033 shares; 2025Q4: 18,417 shares; 2026Q1: 28,080 shares; 2026Q2: 77,328 shares 77,328$35.9M0.01%+49,248Timeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 738 shares; 2025Q1: 736 shares; 2025Q2: 1,066 shares; 2025Q3: 1,322 shares; 2025Q4: 1,077 shares; 2026Q1: 488,929 shares; 2026Q2: 475,050 shares 475,050$35.9M0.01%-13,879Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 270. All 270

SecurityShares beforeValue beforeType
HOLXHOLOGIC INC346,740$26.2Mshares
DDDUPONT DE NEMOURS INC270,447$12.2Mshares
CTRACOTERRA ENERGY INC257,601$9.35Mshares
CCLCARNIVAL CORP287,568$6.96Mshares
TRITHOMSON REUTERS CORP25,178$2.25Mshares
ASNDASCENDIS PHARMA A/S3,746$813Kshares
TERNTERNS PHARMACEUTICALS INC12,567$665Kshares
TPHTRI POINTE HOMES INC10,248$478Kshares
MASIMASIMO CORP2,545$451Kshares
SEESEALED AIR CORP NEW8,254$347Kshares
ACLXARCELLX INC1,937$222Kshares
TECLDIREXION SHARES ETF TRUST2,513$205Kshares
QUSSPDR SERIES TRUST1,060$178Kshares
ALAIR LEASE CORP2,667$173Kshares
TQQQPROSHARES TR3,998$155Kshares
THRTHERMON GROUP HLDGS INC2,521$129Kshares
UTGREAVES UTIL INCOME FD3,099$122Kshares
AKREPROFESIONALLY MANAGED PORTFO2,102$108Kshares
NVRIENVIRI CORP5,105$96.1Kshares
HELOJ P MORGAN EXCHANGE TRADED F1,478$93.7Kshares
CWENACLEARWAY ENERGY INC2,235$87Kshares
QSPTFIRST TR EXCHNG TRADED FD VI2,500$75.1Kshares
FSEPFIRST TR EXCHNG TRADED FD VI1,500$74.1Kshares
BUFBINNOVATOR ETFS TRUST2,000$70.6Kshares
FOCTFIRST TR EXCHNG TRADED FD VI1,500$70.3Kshares
EFIVSPDR SERIES TRUST1,051$66.3Kshares
DDMPROSHARES TR1,308$64.7Kshares
DOCTFIRST TR EXCHNG TRADED FD VI1,500$64.4Kshares
CUKCARNIVAL PLC2,533$61Kshares
OTFBLUE OWL TECHNOLOGY FIN CORP4,685$57.5Kshares
PSLVSPROTT ASSET MANAGEMENT LP2,366$53.5Kshares
HTDHANCOCK JOHN TAX-ADVANTAGED2,145$53.1Kshares
APLSAPELLIS PHARMACEUTICALS INC2,984$50.6Kshares
ARISARIS MINING CORPORATION2,559$43.9Kshares
PSTRNORTHERN LTS FD TR II1,500$41.2Kshares
IBTGISHARES TR1,751$40.1Kshares
BJULINNOVATOR ETFS TRUST781$38.1Kshares
TOPTISHARES TR1,358$37.7Kshares
MKTWMARKETWISE INC1,836$35.1Kshares
BIZDVANECK ETF TRUST2,734$33.8Kshares
CWISPDR INDEX SHS FDS946$33.5Kshares
XEVVXEATON VANCE LIMITED DURATION3,539$31.9Kshares
FDECFIRST TR EXCHNG TRADED FD VI606$29.7Kshares
PSPINVESCO EXCHANGE TRADED FD T526$28.7Kshares
UGLPROSHARES TR II450$25.7Kshares
NOTVINOTIV INC95,000$25.6Kshares
DJIAGLOBAL X FDS1,215$25.1Kshares
CHEESECAKE FACTORY INCCHEESECAKE FACTORY INC25,000$24.6Kshares
ESNNORTHERN LTS FD TR II1,422$24.5Kshares
PTYPIMCO CORPORATE & INCOME OPP2,000$23.4Kshares
BSTBLACKROCK SCIENCE & TECHNOLO644$22.6Kshares
ETVEATON VANCE TAX-MANAGED BUY-1,633$21.7Kshares
CSGSCSG SYS INTL INC270$21.7Kshares
GHIGREYSTONE HOUSING IMPACT INV3,902$19.2Kshares
DNOVFIRST TR EXCHNG TRADED FD VI404$19.1Kshares
TMFCRBB FD INC287$18.4Kshares
SASEABRIDGE GOLD INC665$17.2Kshares
FWDAB ACTIVE ETFS INC152$16.1Kshares
ABEQUNIFIED SER TR415$15.6Kshares
XBMEXBLACKROCK HEALTH SCIENCES TR400$15.1Kshares
VRDNVIRIDIAN THERAPEUTICS INC511$14Kshares
BLFYBLUE FOUNDRY BANCORP1,094$14Kshares
DFLVDIMENSIONAL ETF TRUST393$13.9Kshares
BBNBLACKROCK TAX MUNICPAL BD TR870$13.6Kshares
ACIOETF SER SOLUTIONS325$13.4Kshares
DNPDNP SELECT INCOME FD INC1,304$13.3Kshares
DRSKETF SER SOLUTIONS473$12.9Kshares
EGANEGAIN CORP1,607$12.4Kshares
CCAPCRESCENT CAP BDC INC1,000$12.3Kshares
STKLSUNOPTA INC1,904$12.3Kshares
UNGUNITED STS NAT GAS FD LP1,000$12.3Kshares
CWANCLEARWATER ANALYTICS HLDGS I507$11.9Kshares
ACPABRDN INCOME CREDIT STRATEGI2,340$11.7Kshares
GEF-BGREIF INC125$10.6Kshares
COMTISHARES U S ETF TR302$10.2Kshares
DDWMWISDOMTREE TR235$10.1Kshares
NBBNUVEEN TAXABLE MUNICPAL INM633$9.61Kshares
FDLOFIDELITY COVINGTON TRUST149$9.46Kshares
PIMFRANKLIN MASTER INTER INCOME3,000$9.42Kshares
XEMDXWESTERN ASSET EMERGING MKTS961$9.28Kshares
EHABENHABIT INC679$9.28Kshares
FPXIFIRST TR EXCHANGE-TRADED FD149$8.91Kshares
TANINVESCO EXCH TRADED FD TR II161$8.78Kshares
PKSTPEAKSTONE REALTY TRUST416$8.68Kshares
DBNDDOUBLELINE ETF TRUST187$8.5Kshares
BUFFINNOVATOR ETFS TRUST164$8Kshares
CNTACENTESSA PHARMACEUTICALS PLC277$7.95Kshares
JUCYETF SER SOLUTIONS350$7.76Kshares
EWZISHARES INC210$7.69Kshares
FOLDAMICUS THERAPEUTIC528$7.61Kshares
AXIA/PCENTRAIS ELET BRAS SA639$7.48Kshares
DBAINVESCO DB MULTI-SECTOR COMM275$7.47Kshares
FBTCFIDELITY WISE ORIGIN BITCOIN130$7.47Kshares
FFLCFIDELITY COVINGTON TRUST147$7.33Kshares
SYFIAB ACTIVE ETFS INC196$6.89Kshares
PBTPERMIAN BASIN RTY TR303$6.73Kshares
GARPISHARES TR107$6.68Kshares
NVANOVA MINERALS LTD1,150$6.44Kshares
LPLLG DISPLAY CO LTD1,539$5.99Kshares
PKOHPARK-OHIO HLDGS CORP250$5.96Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-351494 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001193125-26-351494 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001193125-26-225579 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001193125-26-053658 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001193125-25-264057 Quarter ended 2025-09-302025-11-04acceptance time not in the bulk data set
13F-HR 0000950123-25-007781 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR/A 0000950123-25-005907 Quarter ended 2025-03-312025-05-28acceptance time not in the bulk data set
13F-HR 0000950123-25-005807 Quarter ended 2025-03-312025-05-16acceptance time not in the bulk data set
13F-HR 0000950123-25-000990 Quarter ended 2024-12-312025-02-06acceptance time not in the bulk data set
13F-HR 0000950123-24-010967 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0000950123-24-008554 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000950123-24-004951 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0000950123-24-001702 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0000950123-23-011003 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000950123-23-007006 Quarter ended 2023-06-302023-08-09acceptance time not in the bulk data set
13F-HR 0000950123-23-004429 Quarter ended 2023-03-312023-05-11acceptance time not in the bulk data set
13F-HR 0000950123-23-001805 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0000950123-22-010754 Quarter ended 2022-09-302022-11-03acceptance time not in the bulk data set
13F-HR 0000950123-22-007978 Quarter ended 2022-06-302022-08-08acceptance time not in the bulk data set
13F-HR 0000950123-22-004418 Quarter ended 2022-03-312022-05-02acceptance time not in the bulk data set
13F-HR 0000950123-22-001932 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0000950123-21-014785 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0000950123-21-010506 Quarter ended 2021-06-302021-08-12acceptance time not in the bulk data set
13F-HR 0000950123-21-005150 Quarter ended 2021-03-312021-04-30acceptance time not in the bulk data set
13F-HR 0000950123-21-001180 Quarter ended 2020-12-312021-02-08acceptance time not in the bulk data set
13F-HR 0000950123-20-010571 Quarter ended 2020-09-302020-10-29acceptance time not in the bulk data set
13F-HR 0000950123-20-007419 Quarter ended 2020-06-302020-07-31acceptance time not in the bulk data set
13F-HR 0000950123-20-003766 Quarter ended 2020-03-312020-05-01acceptance time not in the bulk data set
13F-HR 0000950123-20-000372 Quarter ended 2019-12-312020-01-21acceptance time not in the bulk data set
13F-HR 0000950123-19-009861 Quarter ended 2019-09-302019-10-31acceptance time not in the bulk data set
13F-HR 0000950123-19-006947 Quarter ended 2019-06-302019-08-02acceptance time not in the bulk data set
13F-HR 0000950123-19-003872 Quarter ended 2019-03-312019-05-03acceptance time not in the bulk data set
13F-HR 0000950123-19-001098 Quarter ended 2018-12-312019-02-11acceptance time not in the bulk data set
13F-HR 0000950123-18-010793 Quarter ended 2018-09-302018-11-08acceptance time not in the bulk data set
13F-HR 0000950123-18-007593 Quarter ended 2018-06-302018-08-08acceptance time not in the bulk data set
13F-HR 0000950123-18-004922 Quarter ended 2018-03-312018-05-11acceptance time not in the bulk data set
13F-HR 0000950123-18-002338 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0000950123-17-010731 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0000950123-17-007918 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0000950123-17-004470 Quarter ended 2017-03-312017-05-11acceptance time not in the bulk data set
13F-HR 0000950123-17-002346 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0000950123-16-022280 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0000950123-16-019986 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0000950123-16-017509 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0000950123-16-014402 Quarter ended 2015-12-312016-02-12acceptance time not in the bulk data set
13F-HR 0000950123-15-011804 Quarter ended 2015-09-302015-11-13acceptance time not in the bulk data set
13F-HR 0000950123-15-009038 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0000950123-15-006106 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0000950123-15-001845 Quarter ended 2014-12-312015-02-13acceptance time not in the bulk data set
13F-HR 0000950123-14-012016 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0000950123-14-008837 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0000950123-14-006086 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0000950123-14-002307 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0000950123-13-009582 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0000950123-13-006623 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set