AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519,669 shares; 2024Q4: 2,569,716 shares; 2025Q1: 2,404,075 shares; 2025Q2: 2,558,681 shares; 2025Q3: 2,652,334 shares; 2025Q4: 2,829,676 shares; 2026Q1: 3,156,209 shares; 2026Q2: 2,979,038 shares 2,979,038 $862M 2.78% -177,171 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464,845 shares; 2024Q4: 2,839,994 shares; 2025Q1: 2,584,616 shares; 2025Q2: 2,715,857 shares; 2025Q3: 2,815,090 shares; 2025Q4: 2,953,224 shares; 2026Q1: 3,082,088 shares; 2026Q2: 3,022,969 shares 3,022,969 $605M 1.95% -59,119 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619,165 shares; 2024Q4: 608,130 shares; 2025Q1: 604,387 shares; 2025Q2: 613,081 shares; 2025Q3: 613,629 shares; 2025Q4: 619,041 shares; 2026Q1: 603,127 shares; 2026Q2: 614,804 shares 614,804 $601M 1.94% +11,677 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590,690 shares; 2024Q4: 623,191 shares; 2025Q1: 583,566 shares; 2025Q2: 630,939 shares; 2025Q3: 624,727 shares; 2025Q4: 675,125 shares; 2026Q1: 818,009 shares; 2026Q2: 799,441 shares 799,441 $589M 1.9% -18,568 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 609,816 shares; 2024Q4: 677,332 shares; 2025Q1: 628,358 shares; 2025Q2: 733,125 shares; 2025Q3: 660,367 shares; 2025Q4: 694,671 shares; 2026Q1: 755,209 shares; 2026Q2: 773,614 shares 773,614 $579M 1.87% +18,405 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863,082 shares; 2024Q4: 823,027 shares; 2025Q1: 791,390 shares; 2025Q2: 805,453 shares; 2025Q3: 896,117 shares; 2025Q4: 969,065 shares; 2026Q1: 1,061,804 shares; 2026Q2: 1,149,139 shares 1,149,139 $429M 1.38% +87,335 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470,954 shares; 2024Q4: 488,425 shares; 2025Q1: 446,643 shares; 2025Q2: 453,503 shares; 2025Q3: 461,854 shares; 2025Q4: 508,077 shares; 2026Q1: 550,433 shares; 2026Q2: 533,983 shares 533,983 $399M 1.29% -16,450 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304,971 shares; 2024Q4: 1,264,608 shares; 2025Q1: 1,215,503 shares; 2025Q2: 1,302,223 shares; 2025Q3: 1,367,416 shares; 2025Q4: 1,466,197 shares; 2026Q1: 1,627,419 shares; 2026Q2: 1,582,843 shares 1,582,843 $377M 1.22% -44,576 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000,888 shares; 2024Q4: 3,697,300 shares; 2025Q1: 3,683,059 shares; 2025Q2: 4,344,269 shares; 2025Q3: 4,418,723 shares; 2025Q4: 5,096,745 shares; 2026Q1: 5,857,420 shares; 2026Q2: 6,955,068 shares 6,955,068 $343M 1.11% +1,097,648 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,981 shares; 2024Q4: 534,551 shares; 2025Q1: 587,897 shares; 2025Q2: 457,689 shares; 2025Q3: 417,816 shares; 2025Q4: 445,834 shares; 2026Q1: 507,917 shares; 2026Q2: 484,959 shares 484,959 $333M 1.08% -22,958 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,244 shares; 2024Q4: 464,960 shares; 2025Q1: 455,226 shares; 2025Q2: 507,886 shares; 2025Q3: 505,191 shares; 2025Q4: 574,349 shares; 2026Q1: 632,054 shares; 2026Q2: 3,806,366 shares 3,806,366 $328M 1.06% +3,174,312 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648,854 shares; 2024Q4: 505,622 shares; 2025Q1: 516,789 shares; 2025Q2: 539,478 shares; 2025Q3: 580,314 shares; 2025Q4: 579,771 shares; 2026Q1: 658,110 shares; 2026Q2: 810,466 shares 810,466 $286M 0.92% +152,356 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710,775 shares; 2024Q4: 672,659 shares; 2025Q1: 529,748 shares; 2025Q2: 572,106 shares; 2025Q3: 527,549 shares; 2025Q4: 572,413 shares; 2026Q1: 740,108 shares; 2026Q2: 755,897 shares 755,897 $280M 0.9% +15,789 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618,470 shares; 2024Q4: 570,829 shares; 2025Q1: 536,904 shares; 2025Q2: 571,281 shares; 2025Q3: 655,261 shares; 2025Q4: 725,595 shares; 2026Q1: 715,285 shares; 2026Q2: 769,947 shares 769,947 $275M 0.89% +54,662 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518,084 shares; 2024Q4: 420,484 shares; 2025Q1: 397,851 shares; 2025Q2: 436,672 shares; 2025Q3: 477,611 shares; 2025Q4: 449,537 shares; 2026Q1: 487,192 shares; 2026Q2: 474,265 shares 474,265 $237M 0.77% -12,927 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636,355 shares; 2024Q4: 524,974 shares; 2025Q1: 483,827 shares; 2025Q2: 479,817 shares; 2025Q3: 527,482 shares; 2025Q4: 539,571 shares; 2026Q1: 571,772 shares; 2026Q2: 688,749 shares 688,749 $225M 0.73% +116,977 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901,424 shares; 2024Q4: 971,452 shares; 2025Q1: 842,445 shares; 2025Q2: 797,777 shares; 2025Q3: 792,300 shares; 2025Q4: 931,476 shares; 2026Q1: 966,359 shares; 2026Q2: 1,030,956 shares 1,030,956 $225M 0.73% +64,597 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526,165 shares; 2024Q4: 2,572,894 shares; 2025Q1: 2,526,316 shares; 2025Q2: 2,622,035 shares; 2025Q3: 2,641,758 shares; 2025Q4: 2,756,341 shares; 2026Q1: 2,885,091 shares; 2026Q2: 2,761,957 shares 2,761,957 $224M 0.72% -123,134 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,467 shares; 2024Q4: 163,946 shares; 2025Q1: 160,397 shares; 2025Q2: 166,388 shares; 2025Q3: 184,950 shares; 2025Q4: 202,090 shares; 2026Q1: 219,586 shares; 2026Q2: 208,164 shares 208,164 $222M 0.72% -11,422 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,873 shares; 2024Q4: 154,380 shares; 2025Q1: 158,418 shares; 2025Q2: 160,742 shares; 2025Q3: 169,026 shares; 2025Q4: 194,047 shares; 2026Q1: 211,175 shares; 2026Q2: 187,408 shares 187,408 $216M 0.7% -23,767 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016,691 shares; 2024Q4: 1,006,578 shares; 2025Q1: 968,903 shares; 2025Q2: 1,061,435 shares; 2025Q3: 1,072,883 shares; 2025Q4: 1,095,800 shares; 2026Q1: 1,260,883 shares; 2026Q2: 1,236,739 shares 1,236,739 $195M 0.63% -24,144 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805,123 shares; 2024Q4: 1,794,600 shares; 2025Q1: 1,828,246 shares; 2025Q2: 2,079,960 shares; 2025Q3: 2,258,833 shares; 2025Q4: 2,576,150 shares; 2026Q1: 3,021,423 shares; 2026Q2: 4,018,181 shares 4,018,181 $190M 0.61% +996,758 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,869,497 shares; 2024Q4: 3,072,896 shares; 2025Q1: 3,303,076 shares; 2025Q2: 3,369,590 shares; 2025Q3: 3,253,106 shares; 2025Q4: 3,674,421 shares; 2026Q1: 3,966,524 shares; 2026Q2: 3,994,283 shares 3,994,283 $182M 0.59% +27,759 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,987 shares; 2024Q4: 346,591 shares; 2025Q1: 296,201 shares; 2025Q2: 322,697 shares; 2025Q3: 342,683 shares; 2025Q4: 394,855 shares; 2026Q1: 482,379 shares; 2026Q2: 449,352 shares 449,352 $170M 0.55% -33,027 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,423 shares; 2024Q4: 468,275 shares; 2025Q1: 1,097,753 shares; 2025Q2: 1,980,290 shares; 2025Q3: 2,436,818 shares; 2025Q4: 3,003,617 shares; 2026Q1: 3,987,513 shares; 2026Q2: 4,203,525 shares 4,203,525 $169M 0.54% +216,012 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516,151 shares; 2024Q4: 407,488 shares; 2025Q1: 395,984 shares; 2025Q2: 351,636 shares; 2025Q3: 398,490 shares; 2025Q4: 541,017 shares; 2026Q1: 584,269 shares; 2026Q2: 701,711 shares 701,711 $166M 0.54% +117,442 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491,105 shares; 2024Q4: 307,958 shares; 2025Q1: 306,640 shares; 2025Q2: 401,987 shares; 2025Q3: 394,576 shares; 2025Q4: 685,366 shares; 2026Q1: 797,552 shares; 2026Q2: 2,172,946 shares 2,172,946 $165M 0.53% +1,375,394 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995,053 shares; 2024Q4: 1,264,166 shares; 2025Q1: 1,755,425 shares; 2025Q2: 2,086,034 shares; 2025Q3: 2,205,095 shares; 2025Q4: 2,688,788 shares; 2026Q1: 3,217,418 shares; 2026Q2: 3,191,229 shares 3,191,229 $161M 0.52% -26,189 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,553 shares; 2024Q4: 82,920 shares; 2025Q1: 84,220 shares; 2025Q2: 85,380 shares; 2025Q3: 90,318 shares; 2025Q4: 108,124 shares; 2026Q1: 122,730 shares; 2026Q2: 118,181 shares 118,181 $142M 0.46% -4,549 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,773 shares; 2024Q4: 143,121 shares; 2025Q1: 150,137 shares; 2025Q2: 144,614 shares; 2025Q3: 165,169 shares; 2025Q4: 191,019 shares; 2026Q1: 212,207 shares; 2026Q2: 244,084 shares 244,084 $137M 0.44% +31,877 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,018 shares; 2024Q4: 268,106 shares; 2025Q1: 273,038 shares; 2025Q2: 305,492 shares; 2025Q3: 320,962 shares; 2025Q4: 333,407 shares; 2026Q1: 365,964 shares; 2026Q2: 1,687,725 shares 1,687,725 $136M 0.44% +1,321,761 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,559 shares; 2024Q4: 251,432 shares; 2025Q1: 232,161 shares; 2025Q2: 246,514 shares; 2025Q3: 246,214 shares; 2025Q4: 260,508 shares; 2026Q1: 289,105 shares; 2026Q2: 321,351 shares 321,351 $135M 0.44% +32,246 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,645 shares; 2024Q4: 251,933 shares; 2025Q1: 290,454 shares; 2025Q2: 318,386 shares; 2025Q3: 361,542 shares; 2025Q4: 381,799 shares; 2026Q1: 427,919 shares; 2026Q2: 366,268 shares 366,268 $135M 0.44% -61,651 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,561 shares; 2024Q4: 378,563 shares; 2025Q1: 321,511 shares; 2025Q2: 339,865 shares; 2025Q3: 332,670 shares; 2025Q4: 670,020 shares; 2026Q1: 699,988 shares; 2026Q2: 703,129 shares 703,129 $134M 0.43% +3,141 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811,728 shares; 2024Q4: 826,909 shares; 2025Q1: 401,905 shares; 2025Q2: 407,230 shares; 2025Q3: 608,799 shares; 2025Q4: 578,600 shares; 2026Q1: 610,240 shares; 2026Q2: 611,190 shares 611,190 $130M 0.42% +950 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169,357 shares; 2024Q4: 1,040,297 shares; 2025Q1: 772,772 shares; 2025Q2: 641,260 shares; 2025Q3: 690,742 shares; 2025Q4: 698,563 shares; 2026Q1: 793,097 shares; 2026Q2: 867,164 shares 867,164 $129M 0.42% +74,067 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,411 shares; 2024Q4: 227,519 shares; 2025Q1: 200,965 shares; 2025Q2: 206,386 shares; 2025Q3: 201,881 shares; 2025Q4: 210,019 shares; 2026Q1: 279,931 shares; 2026Q2: 410,869 shares 410,869 $125M 0.4% +130,938 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,132 shares; 2024Q4: 351,433 shares; 2025Q1: 362,246 shares; 2025Q2: 398,674 shares; 2025Q3: 384,824 shares; 2025Q4: 446,419 shares; 2026Q1: 495,359 shares; 2026Q2: 477,728 shares 477,728 $120M 0.39% -17,631 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598,017 shares; 2024Q4: 658,404 shares; 2025Q1: 634,418 shares; 2025Q2: 710,137 shares; 2025Q3: 689,623 shares; 2025Q4: 775,929 shares; 2026Q1: 859,413 shares; 2026Q2: 861,433 shares 861,433 $118M 0.38% +2,020 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,043 shares; 2024Q4: 334,387 shares; 2025Q1: 281,716 shares; 2025Q2: 299,003 shares; 2025Q3: 358,865 shares; 2025Q4: 400,516 shares; 2026Q1: 424,980 shares; 2026Q2: 456,860 shares 456,860 $116M 0.37% +31,880 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987,510 shares; 2024Q4: 1,011,062 shares; 2025Q1: 1,135,197 shares; 2025Q2: 1,177,549 shares; 2025Q3: 1,219,845 shares; 2025Q4: 1,177,467 shares; 2026Q1: 1,102,261 shares; 2026Q2: 1,319,914 shares 1,319,914 $116M 0.37% +217,653 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574,832 shares; 2024Q4: 4,671,268 shares; 2025Q1: 3,272,557 shares; 2025Q2: 2,675,988 shares; 2025Q3: 3,446,198 shares; 2025Q4: 3,396,225 shares; 2026Q1: 3,523,127 shares; 2026Q2: 3,635,397 shares 3,635,397 $115M 0.37% +112,270 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087,965 shares; 2024Q4: 1,321,467 shares; 2025Q1: 1,493,777 shares; 2025Q2: 1,785,759 shares; 2025Q3: 1,906,294 shares; 2025Q4: 1,980,485 shares; 2026Q1: 1,839,578 shares; 2026Q2: 2,036,649 shares 2,036,649 $115M 0.37% +197,071 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445,676 shares; 2024Q4: 1,365,948 shares; 2025Q1: 953,012 shares; 2025Q2: 814,600 shares; 2025Q3: 853,123 shares; 2025Q4: 981,437 shares; 2026Q1: 943,599 shares; 2026Q2: 1,486,092 shares 1,486,092 $115M 0.37% +542,493 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814,452 shares; 2024Q4: 2,124,373 shares; 2025Q1: 1,871,794 shares; 2025Q2: 1,983,445 shares; 2025Q3: 2,180,073 shares; 2025Q4: 2,172,109 shares; 2026Q1: 2,462,633 shares; 2026Q2: 2,542,798 shares 2,542,798 $113M 0.36% +80,165 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741,366 shares; 2024Q4: 689,559 shares; 2025Q1: 569,488 shares; 2025Q2: 639,139 shares; 2025Q3: 609,381 shares; 2025Q4: 650,932 shares; 2026Q1: 781,910 shares; 2026Q2: 824,017 shares 824,017 $113M 0.36% +42,107 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,843 shares; 2024Q4: 173,563 shares; 2025Q1: 141,118 shares; 2025Q2: 151,533 shares; 2025Q3: 175,583 shares; 2025Q4: 202,918 shares; 2026Q1: 205,098 shares; 2026Q2: 876,866 shares 876,866 $109M 0.35% +671,768 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,769 shares; 2024Q4: 347,162 shares; 2025Q1: 338,655 shares; 2025Q2: 351,326 shares; 2025Q3: 391,614 shares; 2025Q4: 410,867 shares; 2026Q1: 431,581 shares; 2026Q2: 426,678 shares 426,678 $107M 0.35% -4,903 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073,768 shares; 2024Q4: 1,125,334 shares; 2025Q1: 1,070,356 shares; 2025Q2: 1,142,837 shares; 2025Q3: 1,196,496 shares; 2025Q4: 1,383,454 shares; 2026Q1: 1,535,055 shares; 2026Q2: 1,502,910 shares 1,502,910 $107M 0.35% -32,145 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,020 shares; 2024Q4: 74,864 shares; 2025Q1: 71,722 shares; 2025Q2: 75,942 shares; 2025Q3: 95,043 shares; 2025Q4: 104,328 shares; 2026Q1: 113,154 shares; 2026Q2: 112,311 shares 112,311 $105M 0.34% -843 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613,638 shares; 2024Q4: 1,779,211 shares; 2025Q1: 1,588,281 shares; 2025Q2: 1,592,233 shares; 2025Q3: 1,558,485 shares; 2025Q4: 1,645,618 shares; 2026Q1: 1,729,166 shares; 2026Q2: 1,681,955 shares 1,681,955 $105M 0.34% -47,211 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,198 shares; 2024Q4: 204,441 shares; 2025Q1: 196,123 shares; 2025Q2: 199,512 shares; 2025Q3: 227,586 shares; 2025Q4: 250,979 shares; 2026Q1: 253,995 shares; 2026Q2: 301,198 shares 301,198 $103M 0.33% +47,203 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618,564 shares; 2024Q4: 634,301 shares; 2025Q1: 565,876 shares; 2025Q2: 608,977 shares; 2025Q3: 621,475 shares; 2025Q4: 745,120 shares; 2026Q1: 861,028 shares; 2026Q2: 854,452 shares 854,452 $102M 0.33% -6,576 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,290 shares; 2024Q4: 199,023 shares; 2025Q1: 238,619 shares; 2025Q2: 280,796 shares; 2025Q3: 299,811 shares; 2025Q4: 352,972 shares; 2026Q1: 890,824 shares; 2026Q2: 1,003,580 shares 1,003,580 $101M 0.33% +112,756 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798,538 shares; 2024Q4: 749,385 shares; 2025Q1: 738,134 shares; 2025Q2: 675,377 shares; 2025Q3: 851,538 shares; 2025Q4: 869,454 shares; 2026Q1: 936,866 shares; 2026Q2: 880,823 shares 880,823 $99.8M 0.32% -56,043 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,788,758 shares; 2024Q4: 1,893,924 shares; 2025Q1: 1,736,361 shares; 2025Q2: 1,869,946 shares; 2025Q3: 3,208,731 shares; 2025Q4: 3,220,487 shares; 2026Q1: 2,506,065 shares; 2026Q2: 2,725,740 shares 2,725,740 $99.6M 0.32% +219,675 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048,769 shares; 2024Q4: 1,126,138 shares; 2025Q1: 266,902 shares; 2025Q2: 337,892 shares; 2025Q3: 1,238,268 shares; 2025Q4: 1,282,232 shares; 2026Q1: 1,406,434 shares; 2026Q2: 1,354,712 shares 1,354,712 $99.4M 0.32% -51,722 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,892 shares; 2024Q4: 147,927 shares; 2025Q1: 133,243 shares; 2025Q2: 129,246 shares; 2025Q3: 137,620 shares; 2025Q4: 143,038 shares; 2026Q1: 175,853 shares; 2026Q2: 171,068 shares 171,068 $99.4M 0.32% -4,785 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,226 shares; 2024Q4: 118,273 shares; 2025Q1: 115,449 shares; 2025Q2: 113,616 shares; 2025Q3: 157,558 shares; 2025Q4: 209,278 shares; 2026Q1: 218,422 shares; 2026Q2: 205,009 shares 205,009 $97.9M 0.32% -13,413 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,764 shares; 2024Q4: 199,698 shares; 2025Q1: 177,653 shares; 2025Q2: 191,783 shares; 2025Q3: 208,894 shares; 2025Q4: 252,396 shares; 2026Q1: 263,368 shares; 2026Q2: 314,921 shares 314,921 $95.4M 0.31% +51,553 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687,827 shares; 2024Q4: 2,322,893 shares; 2025Q1: 2,369,371 shares; 2025Q2: 2,109,063 shares; 2025Q3: 1,821,437 shares; 2025Q4: 2,112,917 shares; 2026Q1: 2,375,619 shares; 2026Q2: 2,689,962 shares 2,689,962 $91M 0.29% +314,343 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,413 shares; 2024Q4: 99,308 shares; 2025Q1: 81,415 shares; 2025Q2: 81,032 shares; 2025Q3: 82,316 shares; 2025Q4: 79,724 shares; 2026Q1: 145,358 shares; 2026Q2: 137,546 shares 137,546 $90.2M 0.29% -7,812 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,809 shares; 2024Q4: 571,071 shares; 2025Q1: 541,903 shares; 2025Q2: 534,579 shares; 2025Q3: 550,293 shares; 2025Q4: 727,584 shares; 2026Q1: 443,371 shares; 2026Q2: 401,182 shares 401,182 $88M 0.28% -42,189 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,755 shares; 2024Q4: 355,392 shares; 2025Q1: 371,094 shares; 2025Q2: 560,055 shares; 2025Q3: 666,060 shares; 2025Q4: 923,778 shares; 2026Q1: 1,077,418 shares; 2026Q2: 1,440,288 shares 1,440,288 $86.8M 0.28% +362,870 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483,924 shares; 2024Q4: 401,937 shares; 2025Q1: 405,618 shares; 2025Q2: 349,692 shares; 2025Q3: 343,373 shares; 2025Q4: 350,736 shares; 2026Q1: 386,520 shares; 2026Q2: 376,285 shares 376,285 $85.4M 0.28% -10,235 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,628 shares; 2024Q4: 77,528 shares; 2025Q1: 72,725 shares; 2025Q2: 74,910 shares; 2025Q3: 78,421 shares; 2025Q4: 81,807 shares; 2026Q1: 100,052 shares; 2026Q2: 712,922 shares 712,922 $85.2M 0.28% +612,870 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,417 shares; 2024Q4: 129,520 shares; 2025Q1: 141,120 shares; 2025Q2: 145,103 shares; 2025Q3: 166,061 shares; 2025Q4: 171,376 shares; 2026Q1: 187,776 shares; 2026Q2: 199,286 shares 199,286 $84.9M 0.27% +11,510 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,775 shares; 2024Q4: 65,286 shares; 2025Q1: 62,750 shares; 2025Q2: 64,289 shares; 2025Q3: 73,070 shares; 2025Q4: 79,628 shares; 2026Q1: 85,820 shares; 2026Q2: 83,696 shares 83,696 $84.6M 0.27% -2,124 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995,960 shares; 2024Q4: 727,176 shares; 2025Q1: 801,485 shares; 2025Q2: 868,346 shares; 2025Q3: 1,343,224 shares; 2025Q4: 1,410,915 shares; 2026Q1: 1,565,128 shares; 2026Q2: 1,995,334 shares 1,995,334 $84.5M 0.27% +430,206 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697,043 shares; 2024Q4: 739,167 shares; 2025Q1: 642,495 shares; 2025Q2: 677,410 shares; 2025Q3: 733,608 shares; 2025Q4: 797,439 shares; 2026Q1: 876,033 shares; 2026Q2: 861,731 shares 861,731 $83.2M 0.27% -14,302 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,246 shares; 2024Q4: 382,903 shares; 2025Q1: 352,034 shares; 2025Q2: 345,474 shares; 2025Q3: 419,556 shares; 2025Q4: 449,860 shares; 2026Q1: 604,511 shares; 2026Q2: 565,676 shares 565,676 $83M 0.27% -38,835 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691,830 shares; 2024Q4: 775,831 shares; 2025Q1: 843,690 shares; 2025Q2: 963,763 shares; 2025Q3: 1,089,958 shares; 2025Q4: 1,148,691 shares; 2026Q1: 1,249,605 shares; 2026Q2: 1,309,528 shares 1,309,528 $80.5M 0.26% +59,923 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,363 shares; 2024Q4: 402,878 shares; 2025Q1: 489,553 shares; 2025Q2: 551,559 shares; 2025Q3: 580,107 shares; 2025Q4: 618,766 shares; 2026Q1: 599,696 shares; 2026Q2: 585,644 shares 585,644 $78M 0.25% -14,052 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950,299 shares; 2024Q4: 282,556 shares; 2025Q1: 274,412 shares; 2025Q2: 281,022 shares; 2025Q3: 310,306 shares; 2025Q4: 357,300 shares; 2026Q1: 407,110 shares; 2026Q2: 1,520,931 shares 1,520,931 $76.6M 0.25% +1,113,821 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930,143 shares; 2024Q4: 1,296,762 shares; 2025Q1: 839,160 shares; 2025Q2: 1,356,350 shares; 2025Q3: 1,295,700 shares; 2025Q4: 1,127,022 shares; 2026Q1: 2,009,823 shares; 2026Q2: 1,495,048 shares 1,495,048 $75.3M 0.24% -514,775 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965,710 shares; 2024Q4: 1,064,652 shares; 2025Q1: 1,269,114 shares; 2025Q2: 1,305,901 shares; 2025Q3: 1,399,054 shares; 2025Q4: 1,572,429 shares; 2026Q1: 1,659,688 shares; 2026Q2: 1,701,525 shares 1,701,525 $73.4M 0.24% +41,837 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598,773 shares; 2024Q4: 506,871 shares; 2025Q1: 484,981 shares; 2025Q2: 493,703 shares; 2025Q3: 694,112 shares; 2025Q4: 680,531 shares; 2026Q1: 705,567 shares; 2026Q2: 612,753 shares 612,753 $72M 0.23% -92,814 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060,121 shares; 2024Q4: 963,876 shares; 2025Q1: 1,094,834 shares; 2025Q2: 1,174,544 shares; 2025Q3: 1,077,568 shares; 2025Q4: 912,191 shares; 2026Q1: 1,029,931 shares; 2026Q2: 1,601,400 shares 1,601,400 $71.2M 0.23% +571,469 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,481 shares; 2024Q4: 395,317 shares; 2025Q1: 359,939 shares; 2025Q2: 373,171 shares; 2025Q3: 460,791 shares; 2025Q4: 539,014 shares; 2026Q1: 618,965 shares; 2026Q2: 509,140 shares 509,140 $71.1M 0.23% -109,825 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,533 shares; 2024Q4: 408,465 shares; 2025Q1: 440,814 shares; 2025Q2: 476,794 shares; 2025Q3: 631,314 shares; 2025Q4: 954,400 shares; 2026Q1: 1,307,934 shares; 2026Q2: 1,392,651 shares 1,392,651 $71M 0.23% +84,717 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,733 shares; 2024Q4: 91,322 shares; 2025Q1: 79,398 shares; 2025Q2: 90,433 shares; 2025Q3: 92,941 shares; 2025Q4: 94,466 shares; 2026Q1: 100,503 shares; 2026Q2: 239,884 shares 239,884 $69.7M 0.23% +139,381 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,041 shares; 2024Q4: 390,695 shares; 2025Q1: 365,241 shares; 2025Q2: 364,809 shares; 2025Q3: 354,327 shares; 2025Q4: 360,661 shares; 2026Q1: 414,259 shares; 2026Q2: 421,807 shares 421,807 $69.3M 0.22% +7,548 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,437 shares; 2024Q4: 52,622 shares; 2025Q1: 991,930 shares; 2025Q2: 1,223,407 shares; 2025Q3: 1,297,418 shares; 2025Q4: 1,525,235 shares; 2026Q1: 1,901,836 shares; 2026Q2: 1,694,747 shares 1,694,747 $68.8M 0.22% -207,089 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,291 shares; 2024Q4: 55,205 shares; 2025Q1: 61,213 shares; 2025Q2: 60,180 shares; 2025Q3: 90,170 shares; 2025Q4: 108,779 shares; 2026Q1: 113,148 shares; 2026Q2: 94,682 shares 94,682 $68.5M 0.22% -18,466 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,284 shares; 2024Q4: 91,852 shares; 2025Q1: 91,360 shares; 2025Q2: 87,027 shares; 2025Q3: 92,720 shares; 2025Q4: 96,777 shares; 2026Q1: 103,042 shares; 2026Q2: 107,515 shares 107,515 $68.2M 0.22% +4,473 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,499 shares; 2024Q4: 202,943 shares; 2025Q1: 182,294 shares; 2025Q2: 200,769 shares; 2025Q3: 267,952 shares; 2025Q4: 232,228 shares; 2026Q1: 224,815 shares; 2026Q2: 226,671 shares 226,671 $68.1M 0.22% +1,856 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575,249 shares; 2024Q4: 705,854 shares; 2025Q1: 672,732 shares; 2025Q2: 807,188 shares; 2025Q3: 1,080,283 shares; 2025Q4: 1,302,345 shares; 2026Q1: 1,573,552 shares; 2026Q2: 1,758,593 shares 1,758,593 $66.8M 0.22% +185,041 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,952 shares; 2024Q4: 520,499 shares; 2025Q1: 513,354 shares; 2025Q2: 615,506 shares; 2025Q3: 568,052 shares; 2025Q4: 766,564 shares; 2026Q1: 770,424 shares; 2026Q2: 694,986 shares 694,986 $66.5M 0.21% -75,438 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,634 shares; 2024Q4: 309,372 shares; 2025Q1: 308,701 shares; 2025Q2: 326,378 shares; 2025Q3: 331,349 shares; 2025Q4: 341,825 shares; 2026Q1: 374,801 shares; 2026Q2: 403,118 shares 403,118 $65.9M 0.21% +28,317 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,044 shares; 2024Q4: 393,467 shares; 2025Q1: 478,191 shares; 2025Q2: 550,317 shares; 2025Q3: 623,052 shares; 2025Q4: 789,484 shares; 2026Q1: 1,517,007 shares; 2026Q2: 1,483,409 shares 1,483,409 $64.9M 0.21% -33,598 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138,850 shares; 2024Q4: 1,213,206 shares; 2025Q1: 1,307,805 shares; 2025Q2: 1,522,434 shares; 2025Q3: 1,604,280 shares; 2025Q4: 1,687,498 shares; 2026Q1: 1,869,844 shares; 2026Q2: 1,868,111 shares 1,868,111 $64.8M 0.21% -1,733 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,612 shares; 2024Q4: 391,807 shares; 2025Q1: 133,193 shares; 2025Q2: 147,354 shares; 2025Q3: 397,828 shares; 2025Q4: 437,794 shares; 2026Q1: 384,708 shares; 2026Q2: 593,522 shares 593,522 $64.7M 0.21% +208,814 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,976 shares; 2024Q4: 223,121 shares; 2025Q1: 227,626 shares; 2025Q2: 230,872 shares; 2025Q3: 277,375 shares; 2025Q4: 287,672 shares; 2026Q1: 325,804 shares; 2026Q2: 341,024 shares 341,024 $64.7M 0.21% +15,220 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658,576 shares; 2024Q4: 601,666 shares; 2025Q1: 553,554 shares; 2025Q2: 601,524 shares; 2025Q3: 597,209 shares; 2025Q4: 613,074 shares; 2026Q1: 748,532 shares; 2026Q2: 779,203 shares 779,203 $63.8M 0.21% +30,671 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,101 shares; 2024Q4: 247,793 shares; 2025Q1: 322,331 shares; 2025Q2: 387,629 shares; 2025Q3: 401,435 shares; 2025Q4: 444,325 shares; 2026Q1: 868,008 shares; 2026Q2: 935,568 shares 935,568 $63.6M 0.21% +67,560 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147,904 shares; 2025Q1: 140,467 shares; 2025Q2: 152,233 shares; 2025Q3: 144,253 shares; 2025Q4: 155,250 shares; 2026Q1: 156,704 shares; 2026Q2: 145,993 shares 145,993 $63.3M 0.2% -10,711 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727,412 shares; 2024Q4: 684,695 shares; 2025Q1: 1,335,826 shares; 2025Q2: 1,292,860 shares; 2025Q3: 1,225,114 shares; 2025Q4: 1,318,414 shares; 2026Q1: 1,281,107 shares; 2026Q2: 1,354,854 shares 1,354,854 $62.5M 0.2% +73,747 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,248 shares; 2024Q4: 190,886 shares; 2025Q1: 170,139 shares; 2025Q2: 199,538 shares; 2025Q3: 181,894 shares; 2025Q4: 187,553 shares; 2026Q1: 238,449 shares; 2026Q2: 220,891 shares 220,891 $62.1M 0.2% -17,558 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,474 shares; 2024Q4: 540,878 shares; 2025Q1: 555,932 shares; 2025Q2: 608,828 shares; 2025Q3: 633,349 shares; 2025Q4: 673,383 shares; 2026Q1: 899,808 shares; 2026Q2: 760,789 shares 760,789 $61.9M 0.2% -139,019 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,976 shares; 2024Q4: 151,076 shares; 2025Q1: 139,533 shares; 2025Q2: 144,610 shares; 2025Q3: 154,591 shares; 2025Q4: 166,498 shares; 2026Q1: 178,903 shares; 2026Q2: 174,681 shares 174,681 $61.6M 0.2% -4,222 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 791,060 shares; 2024Q4: 527,297 shares; 2025Q1: 505,213 shares; 2025Q2: 505,129 shares; 2025Q3: 573,332 shares; 2025Q4: 595,166 shares; 2026Q1: 652,315 shares; 2026Q2: 749,216 shares 749,216 $60.9M 0.2% +96,901 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,149 shares; 2024Q4: 62,452 shares; 2025Q1: 61,206 shares; 2025Q2: 105,987 shares; 2025Q3: 223,795 shares; 2025Q4: 503,214 shares; 2026Q1: 595,083 shares; 2026Q2: 681,091 shares 681,091 $60.8M 0.2% +86,008 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,310 shares; 2024Q4: 496,337 shares; 2025Q1: 539,921 shares; 2025Q2: 605,851 shares; 2025Q3: 652,437 shares; 2025Q4: 749,234 shares; 2026Q1: 875,996 shares; 2026Q2: 1,023,893 shares 1,023,893 $60.3M 0.19% +147,897 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 644,722 shares; 2026Q2: 2,877,390 shares 2,877,390 $59.8M 0.19% +2,232,668 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,772 shares; 2024Q4: 1,451,077 shares; 2025Q1: 997,846 shares; 2025Q2: 1,418,276 shares; 2025Q3: 985,235 shares; 2025Q4: 964,590 shares; 2026Q1: 1,347,193 shares; 2026Q2: 1,980,953 shares 1,980,953 $59.8M 0.19% +633,760 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,804 shares; 2025Q4: 41,304 shares; 2026Q1: 2,978,504 shares; 2026Q2: 4,540,879 shares 4,540,879 $58M 0.19% +1,562,375 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101,114 shares; 2024Q4: 1,172,476 shares; 2025Q1: 1,097,258 shares; 2025Q2: 827,388 shares; 2025Q3: 785,898 shares; 2025Q4: 596,961 shares; 2026Q1: 659,613 shares; 2026Q2: 668,059 shares 668,059 $57.1M 0.18% +8,446 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,012 shares; 2024Q4: 316,907 shares; 2025Q1: 295,875 shares; 2025Q2: 307,339 shares; 2025Q3: 314,683 shares; 2025Q4: 326,405 shares; 2026Q1: 343,030 shares; 2026Q2: 343,941 shares 343,941 $57M 0.18% +911 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,048 shares; 2024Q4: 139,649 shares; 2025Q1: 149,858 shares; 2025Q2: 139,636 shares; 2025Q3: 143,055 shares; 2025Q4: 145,596 shares; 2026Q1: 150,158 shares; 2026Q2: 310,914 shares 310,914 $56.2M 0.18% +160,756 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,971 shares; 2024Q4: 318,634 shares; 2025Q1: 297,061 shares; 2025Q2: 360,790 shares; 2025Q3: 382,432 shares; 2025Q4: 436,033 shares; 2026Q1: 649,089 shares; 2026Q2: 675,714 shares 675,714 $56M 0.18% +26,625 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,778 shares; 2024Q4: 146,594 shares; 2025Q1: 136,274 shares; 2025Q2: 142,276 shares; 2025Q3: 169,442 shares; 2025Q4: 195,733 shares; 2026Q1: 219,241 shares; 2026Q2: 204,586 shares 204,586 $55.3M 0.18% -14,655 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,383 shares; 2024Q4: 490,594 shares; 2025Q1: 405,229 shares; 2025Q2: 499,750 shares; 2025Q3: 408,538 shares; 2025Q4: 420,447 shares; 2026Q1: 510,241 shares; 2026Q2: 535,717 shares 535,717 $55.3M 0.18% +25,476 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,389 shares; 2024Q4: 222,919 shares; 2025Q1: 209,797 shares; 2025Q2: 214,840 shares; 2025Q3: 231,547 shares; 2025Q4: 270,352 shares; 2026Q1: 318,365 shares; 2026Q2: 376,303 shares 376,303 $55.1M 0.18% +57,938 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,677 shares; 2024Q4: 51,543 shares; 2025Q1: 40,108 shares; 2025Q2: 54,088 shares; 2025Q3: 48,599 shares; 2025Q4: 53,882 shares; 2026Q1: 67,827 shares; 2026Q2: 71,044 shares 71,044 $54.2M 0.18% +3,217 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,902 shares; 2024Q4: 97,989 shares; 2025Q1: 95,475 shares; 2025Q2: 104,099 shares; 2025Q3: 143,949 shares; 2025Q4: 139,443 shares; 2026Q1: 135,108 shares; 2026Q2: 128,838 shares 128,838 $53.5M 0.17% -6,270 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,749 shares; 2024Q4: 107,067 shares; 2025Q1: 105,453 shares; 2025Q2: 99,235 shares; 2025Q3: 126,854 shares; 2025Q4: 142,072 shares; 2026Q1: 157,284 shares; 2026Q2: 156,875 shares 156,875 $53.5M 0.17% -409 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,913 shares; 2024Q4: 112,229 shares; 2025Q1: 228,770 shares; 2025Q2: 214,975 shares; 2025Q3: 197,647 shares; 2025Q4: 403,492 shares; 2026Q1: 424,918 shares; 2026Q2: 516,715 shares 516,715 $52.6M 0.17% +91,797 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,946 shares; 2024Q4: 383,189 shares; 2025Q1: 371,116 shares; 2025Q2: 512,529 shares; 2025Q3: 463,919 shares; 2025Q4: 538,966 shares; 2026Q1: 609,012 shares; 2026Q2: 529,913 shares 529,913 $52.5M 0.17% -79,099 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,845 shares; 2024Q4: 399,586 shares; 2025Q1: 470,341 shares; 2025Q2: 542,816 shares; 2025Q3: 564,296 shares; 2025Q4: 595,496 shares; 2026Q1: 616,428 shares; 2026Q2: 658,701 shares 658,701 $52.3M 0.17% +42,273 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491,200 shares; 2025Q2: 472,476 shares; 2025Q3: 499,857 shares; 2025Q4: 525,810 shares; 2026Q1: 548,647 shares; 2026Q2: 568,940 shares 568,940 $51.9M 0.17% +20,293 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802,319 shares; 2024Q4: 845,682 shares; 2025Q1: 864,632 shares; 2025Q2: 889,292 shares; 2025Q3: 902,498 shares; 2025Q4: 921,862 shares; 2026Q1: 912,023 shares; 2026Q2: 918,489 shares 918,489 $51.6M 0.17% +6,466 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,421 shares; 2024Q4: 164,734 shares; 2025Q1: 148,846 shares; 2025Q2: 308,500 shares; 2025Q3: 301,134 shares; 2025Q4: 172,938 shares; 2026Q1: 183,454 shares; 2026Q2: 180,189 shares 180,189 $51.5M 0.17% -3,265 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,332 shares; 2024Q4: 604,237 shares; 2025Q1: 388,531 shares; 2025Q2: 428,340 shares; 2025Q3: 670,230 shares; 2025Q4: 804,979 shares; 2026Q1: 839,700 shares; 2026Q2: 837,164 shares 837,164 $50M 0.16% -2,536 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,108 shares; 2024Q4: 95,678 shares; 2025Q1: 96,380 shares; 2025Q2: 135,595 shares; 2025Q3: 126,185 shares; 2025Q4: 143,255 shares; 2026Q1: 155,125 shares; 2026Q2: 162,247 shares 162,247 $49.7M 0.16% +7,122 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,378 shares; 2024Q4: 477,533 shares; 2025Q1: 558,935 shares; 2025Q2: 664,522 shares; 2025Q3: 721,930 shares; 2025Q4: 749,525 shares; 2026Q1: 718,149 shares; 2026Q2: 683,750 shares 683,750 $49.4M 0.16% -34,399 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,783 shares; 2024Q4: 45,300 shares; 2025Q1: 36,728 shares; 2025Q2: 44,855 shares; 2025Q3: 38,010 shares; 2025Q4: 38,127 shares; 2026Q1: 46,449 shares; 2026Q2: 178,867 shares 178,867 $48.9M 0.16% +132,418 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,395 shares; 2024Q4: 17,568 shares; 2025Q1: 17,543 shares; 2025Q2: 20,499 shares; 2025Q3: 25,852 shares; 2025Q4: 29,619 shares; 2026Q1: 38,018 shares; 2026Q2: 41,627 shares 41,627 $48.9M 0.16% +3,609 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,361 shares; 2024Q4: 37,874 shares; 2025Q1: 46,704 shares; 2025Q2: 68,966 shares; 2025Q3: 99,076 shares; 2025Q4: 871,242 shares; 2026Q1: 1,127,751 shares; 2026Q2: 1,203,044 shares 1,203,044 $48.8M 0.16% +75,293 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,942 shares; 2024Q4: 135,161 shares; 2025Q1: 138,886 shares; 2025Q2: 183,769 shares; 2025Q3: 156,524 shares; 2025Q4: 147,047 shares; 2026Q1: 164,240 shares; 2026Q2: 246,711 shares 246,711 $48.8M 0.16% +82,471 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,857 shares; 2024Q4: 107,360 shares; 2025Q1: 111,432 shares; 2025Q2: 120,548 shares; 2025Q3: 142,807 shares; 2025Q4: 177,635 shares; 2026Q1: 193,564 shares; 2026Q2: 192,874 shares 192,874 $46.9M 0.15% -690 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,102 shares; 2024Q4: 48,391 shares; 2025Q1: 43,695 shares; 2025Q2: 46,070 shares; 2025Q3: 47,649 shares; 2025Q4: 575,257 shares; 2026Q1: 641,150 shares; 2026Q2: 653,147 shares 653,147 $46.6M 0.15% +11,997 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,666 shares; 2024Q4: 121,324 shares; 2025Q1: 112,551 shares; 2025Q2: 92,826 shares; 2025Q3: 128,150 shares; 2025Q4: 131,160 shares; 2026Q1: 147,461 shares; 2026Q2: 156,064 shares 156,064 $46.5M 0.15% +8,603 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,931 shares; 2024Q4: 176,568 shares; 2025Q1: 159,101 shares; 2025Q2: 167,107 shares; 2025Q3: 193,458 shares; 2025Q4: 205,276 shares; 2026Q1: 210,440 shares; 2026Q2: 556,012 shares 556,012 $45.9M 0.15% +345,572 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047,847 shares; 2024Q4: 885,393 shares; 2025Q1: 840,238 shares; 2025Q2: 893,282 shares; 2025Q3: 1,068,488 shares; 2025Q4: 1,086,636 shares; 2026Q1: 1,150,804 shares; 2026Q2: 1,082,665 shares 1,082,665 $45.8M 0.15% -68,139 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314,686 shares; 2024Q4: 1,162,257 shares; 2025Q1: 1,141,114 shares; 2025Q2: 1,409,516 shares; 2025Q3: 1,576,743 shares; 2025Q4: 1,705,286 shares; 2026Q1: 1,954,595 shares; 2026Q2: 1,884,553 shares 1,884,553 $45.4M 0.15% -70,042 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,475 shares; 2024Q4: 412,245 shares; 2025Q1: 506,082 shares; 2025Q2: 616,110 shares; 2025Q3: 616,766 shares; 2025Q4: 717,518 shares; 2026Q1: 761,864 shares; 2026Q2: 764,919 shares 764,919 $45.1M 0.15% +3,055 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,498 shares; 2024Q4: 215,298 shares; 2025Q1: 170,436 shares; 2025Q2: 150,301 shares; 2025Q3: 151,075 shares; 2025Q4: 180,546 shares; 2026Q1: 179,305 shares; 2026Q2: 184,219 shares 184,219 $44.7M 0.14% +4,914 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,694 shares; 2024Q4: 468,965 shares; 2025Q1: 473,880 shares; 2025Q2: 461,859 shares; 2025Q3: 531,429 shares; 2025Q4: 562,014 shares; 2026Q1: 592,810 shares; 2026Q2: 583,062 shares 583,062 $44M 0.14% -9,748 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,309 shares; 2024Q4: 289,270 shares; 2025Q1: 242,029 shares; 2025Q2: 263,013 shares; 2025Q3: 312,845 shares; 2025Q4: 316,259 shares; 2026Q1: 345,923 shares; 2026Q2: 376,163 shares 376,163 $43.9M 0.14% +30,240 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,822 shares; 2024Q4: 68,094 shares; 2025Q1: 64,191 shares; 2025Q2: 60,442 shares; 2025Q3: 62,397 shares; 2025Q4: 74,425 shares; 2026Q1: 75,688 shares; 2026Q2: 84,523 shares 84,523 $43.4M 0.14% +8,835 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434,671 shares; 2024Q4: 468,103 shares; 2025Q1: 333,897 shares; 2025Q2: 510,685 shares; 2025Q3: 467,481 shares; 2025Q4: 475,171 shares; 2026Q1: 529,018 shares; 2026Q2: 566,476 shares 566,476 $43.4M 0.14% +37,458 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278,509 shares; 2024Q4: 2,476,663 shares; 2025Q1: 2,566,326 shares; 2025Q2: 2,468,357 shares; 2025Q3: 2,238,419 shares; 2025Q4: 2,317,570 shares; 2026Q1: 2,425,646 shares; 2026Q2: 2,421,331 shares 2,421,331 $43.3M 0.14% -4,315 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,449 shares; 2024Q4: 145,228 shares; 2025Q1: 204,129 shares; 2025Q2: 311,325 shares; 2025Q3: 332,085 shares; 2025Q4: 428,682 shares; 2026Q1: 468,418 shares; 2026Q2: 328,887 shares 328,887 $42M 0.14% -139,531 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786,926 shares; 2025Q3: 833,579 shares; 2025Q4: 909,428 shares; 2026Q1: 998,266 shares; 2026Q2: 825,355 shares 825,355 $41.8M 0.14% -172,911 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,796 shares; 2024Q4: 14,318 shares; 2025Q1: 15,105 shares; 2025Q2: 17,215 shares; 2025Q3: 19,455 shares; 2025Q4: 23,635 shares; 2026Q1: 23,059 shares; 2026Q2: 20,957 shares 20,957 $41.7M 0.13% -2,102 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,702 shares; 2024Q4: 316,442 shares; 2025Q1: 305,787 shares; 2025Q2: 271,088 shares; 2025Q3: 277,924 shares; 2025Q4: 292,038 shares; 2026Q1: 338,012 shares; 2026Q2: 323,733 shares 323,733 $41.6M 0.13% -14,279 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,901 shares; 2024Q4: 144,668 shares; 2025Q1: 131,724 shares; 2025Q2: 126,653 shares; 2025Q3: 121,296 shares; 2025Q4: 123,693 shares; 2026Q1: 160,050 shares; 2026Q2: 216,629 shares 216,629 $41.5M 0.13% +56,579 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,274 shares; 2024Q4: 227,722 shares; 2025Q1: 203,798 shares; 2025Q2: 220,717 shares; 2025Q3: 255,422 shares; 2025Q4: 316,920 shares; 2026Q1: 373,962 shares; 2026Q2: 385,709 shares 385,709 $41.5M 0.13% +11,747 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852,432 shares; 2024Q4: 903,070 shares; 2025Q1: 938,158 shares; 2025Q2: 958,666 shares; 2025Q3: 980,102 shares; 2025Q4: 1,080,465 shares; 2026Q1: 1,141,672 shares; 2026Q2: 1,197,661 shares 1,197,661 $41.5M 0.13% +55,989 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,444 shares; 2024Q4: 84,215 shares; 2025Q1: 78,576 shares; 2025Q2: 51,418 shares; 2025Q3: 60,810 shares; 2025Q4: 81,937 shares; 2026Q1: 98,273 shares; 2026Q2: 110,822 shares 110,822 $41.4M 0.13% +12,549 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,477 shares; 2024Q4: 478,807 shares; 2025Q1: 452,972 shares; 2025Q2: 509,585 shares; 2025Q3: 598,642 shares; 2025Q4: 634,271 shares; 2026Q1: 711,963 shares; 2026Q2: 1,107,907 shares 1,107,907 $41.3M 0.13% +395,944 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,596 shares; 2024Q4: 157,339 shares; 2025Q1: 144,740 shares; 2025Q2: 229,707 shares; 2025Q3: 302,998 shares; 2025Q4: 326,732 shares; 2026Q1: 362,749 shares; 2026Q2: 381,835 shares 381,835 $41M 0.13% +19,086 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418,322 shares; 2024Q4: 504,415 shares; 2025Q1: 417,954 shares; 2025Q2: 426,771 shares; 2025Q3: 386,891 shares; 2025Q4: 384,075 shares; 2026Q1: 400,906 shares; 2026Q2: 435,756 shares 435,756 $40.9M 0.13% +34,850 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,309 shares; 2024Q4: 180,908 shares; 2025Q1: 148,406 shares; 2025Q2: 167,863 shares; 2025Q3: 212,097 shares; 2025Q4: 219,703 shares; 2026Q1: 253,134 shares; 2026Q2: 267,979 shares 267,979 $40.8M 0.13% +14,845 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981,424 shares; 2024Q4: 988,611 shares; 2025Q1: 954,941 shares; 2025Q2: 928,117 shares; 2025Q3: 890,112 shares; 2025Q4: 871,065 shares; 2026Q1: 865,457 shares; 2026Q2: 842,919 shares 842,919 $40.6M 0.13% -22,538 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,070 shares; 2024Q4: 576,840 shares; 2025Q1: 469,604 shares; 2025Q2: 645,042 shares; 2025Q3: 806,916 shares; 2025Q4: 1,010,352 shares; 2026Q1: 1,259,725 shares; 2026Q2: 1,377,615 shares 1,377,615 $40.5M 0.13% +117,890 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602,989 shares; 2024Q4: 109,280 shares; 2025Q1: 109,382 shares; 2025Q2: 105,168 shares; 2025Q3: 99,782 shares; 2025Q4: 108,101 shares; 2026Q1: 127,763 shares; 2026Q2: 750,041 shares 750,041 $39.9M 0.13% +622,278 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,285 shares; 2024Q4: 53,081 shares; 2025Q1: 53,012 shares; 2025Q2: 50,950 shares; 2025Q3: 54,659 shares; 2025Q4: 59,424 shares; 2026Q1: 61,308 shares; 2026Q2: 55,833 shares 55,833 $39.8M 0.13% -5,475 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,404 shares; 2024Q4: 504,405 shares; 2025Q1: 476,822 shares; 2025Q2: 468,650 shares; 2025Q3: 551,480 shares; 2025Q4: 508,302 shares; 2026Q1: 490,873 shares; 2026Q2: 451,292 shares 451,292 $39.6M 0.13% -39,581 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,682 shares; 2024Q4: 395,427 shares; 2025Q1: 320,508 shares; 2025Q2: 302,385 shares; 2025Q3: 256,113 shares; 2025Q4: 247,201 shares; 2026Q1: 303,818 shares; 2026Q2: 313,846 shares 313,846 $39M 0.13% +10,028 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,504 shares; 2024Q4: 81,913 shares; 2025Q1: 81,347 shares; 2025Q2: 88,011 shares; 2025Q3: 99,807 shares; 2025Q4: 105,849 shares; 2026Q1: 104,787 shares; 2026Q2: 112,880 shares 112,880 $38.7M 0.12% +8,093 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,773 shares; 2024Q4: 666,050 shares; 2025Q1: 689,675 shares; 2025Q2: 713,894 shares; 2025Q3: 721,560 shares; 2025Q4: 731,653 shares; 2026Q1: 709,712 shares; 2026Q2: 1,039,913 shares 1,039,913 $38.2M 0.12% +330,201 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,478 shares; 2024Q4: 360,998 shares; 2025Q1: 299,211 shares; 2025Q2: 300,065 shares; 2025Q3: 306,258 shares; 2025Q4: 330,548 shares; 2026Q1: 402,837 shares; 2026Q2: 424,814 shares 424,814 $38.2M 0.12% +21,977 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,653 shares; 2024Q4: 35,139 shares; 2025Q1: 38,537 shares; 2025Q2: 85,144 shares; 2025Q3: 131,150 shares; 2025Q4: 452,244 shares; 2026Q1: 712,371 shares; 2026Q2: 790,289 shares 790,289 $38.2M 0.12% +77,918 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,959 shares; 2024Q4: 357,057 shares; 2025Q1: 324,145 shares; 2025Q2: 354,120 shares; 2025Q3: 368,394 shares; 2025Q4: 387,277 shares; 2026Q1: 516,112 shares; 2026Q2: 450,875 shares 450,875 $37.8M 0.12% -65,237 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,170 shares; 2024Q4: 160,002 shares; 2025Q1: 160,035 shares; 2025Q2: 132,133 shares; 2025Q3: 113,711 shares; 2025Q4: 98,269 shares; 2026Q1: 455,118 shares; 2026Q2: 415,333 shares 415,333 $37.4M 0.12% -39,785 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,943 shares; 2024Q4: 308,671 shares; 2025Q1: 28,444 shares; 2025Q2: 78,202 shares; 2025Q3: 367,757 shares; 2025Q4: 364,130 shares; 2026Q1: 394,006 shares; 2026Q2: 395,637 shares 395,637 $37.4M 0.12% +1,631 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447,309 shares; 2024Q4: 457,347 shares; 2025Q1: 453,352 shares; 2025Q2: 484,841 shares; 2025Q3: 471,363 shares; 2025Q4: 504,267 shares; 2026Q1: 574,447 shares; 2026Q2: 516,410 shares 516,410 $37.2M 0.12% -58,037 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,423 shares; 2024Q4: 48,013 shares; 2025Q1: 39,627 shares; 2025Q2: 45,853 shares; 2025Q3: 52,899 shares; 2025Q4: 150,640 shares; 2026Q1: 178,643 shares; 2026Q2: 467,983 shares 467,983 $37M 0.12% +289,340 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,248 shares; 2024Q4: 257,581 shares; 2025Q1: 250,572 shares; 2025Q2: 246,742 shares; 2025Q3: 313,622 shares; 2025Q4: 625,891 shares; 2026Q1: 767,322 shares; 2026Q2: 696,314 shares 696,314 $37M 0.12% -71,008 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,003 shares; 2024Q4: 784,539 shares; 2025Q1: 110,774 shares; 2025Q2: 75,786 shares; 2025Q3: 868,965 shares; 2025Q4: 971,658 shares; 2026Q1: 989,759 shares; 2026Q2: 1,018,703 shares 1,018,703 $36.8M 0.12% +28,944 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,024 shares; 2024Q4: 186,252 shares; 2025Q1: 167,054 shares; 2025Q2: 172,260 shares; 2025Q3: 200,947 shares; 2025Q4: 224,006 shares; 2026Q1: 214,860 shares; 2026Q2: 195,323 shares 195,323 $36.7M 0.12% -19,537 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,339 shares; 2024Q4: 189,778 shares; 2025Q1: 175,137 shares; 2025Q2: 179,874 shares; 2025Q3: 232,687 shares; 2025Q4: 237,892 shares; 2026Q1: 254,847 shares; 2026Q2: 255,155 shares 255,155 $36.5M 0.12% +308 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,172 shares; 2024Q4: 207,642 shares; 2025Q1: 259,267 shares; 2025Q2: 549,587 shares; 2025Q3: 835,808 shares; 2025Q4: 882,121 shares; 2026Q1: 838,432 shares; 2026Q2: 861,944 shares 861,944 $36.1M 0.12% +23,512 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 741,859 shares; 2025Q1: 1,352,171 shares; 2025Q2: 1,409,793 shares; 2025Q3: 1,603,198 shares; 2025Q4: 1,653,675 shares; 2026Q1: 1,660,470 shares; 2026Q2: 1,731,816 shares 1,731,816 $36.1M 0.12% +71,346 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,166 shares; 2024Q4: 675,019 shares; 2025Q1: 842,787 shares; 2025Q2: 1,207,084 shares; 2025Q3: 1,089,262 shares; 2025Q4: 1,583,229 shares; 2026Q1: 1,665,146 shares; 2026Q2: 1,891,228 shares 1,891,228 $35.7M 0.12% +226,082 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,289 shares; 2024Q4: 150,793 shares; 2025Q1: 156,118 shares; 2025Q2: 157,092 shares; 2025Q3: 175,841 shares; 2025Q4: 165,239 shares; 2026Q1: 164,777 shares; 2026Q2: 385,528 shares 385,528 $35.6M 0.11% +220,751 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,249 shares; 2024Q4: 340,813 shares; 2025Q1: 308,878 shares; 2025Q2: 390,927 shares; 2025Q3: 427,138 shares; 2025Q4: 476,676 shares; 2026Q1: 696,641 shares; 2026Q2: 725,028 shares 725,028 $35.3M 0.11% +28,387 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,416 shares; 2024Q4: 100,476 shares; 2025Q1: 141,432 shares; 2025Q2: 298,993 shares; 2025Q3: 458,117 shares; 2025Q4: 294,765 shares; 2026Q1: 966,218 shares; 2026Q2: 670,567 shares 670,567 $35.1M 0.11% -295,651 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,306 shares; 2024Q4: 369,945 shares; 2025Q1: 331,703 shares; 2025Q2: 305,363 shares; 2025Q3: 287,972 shares; 2025Q4: 254,265 shares; 2026Q1: 367,781 shares; 2026Q2: 336,232 shares 336,232 $34.9M 0.11% -31,549 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,768 shares; 2024Q4: 108,379 shares; 2025Q1: 137,241 shares; 2025Q2: 174,605 shares; 2025Q3: 206,212 shares; 2025Q4: 230,031 shares; 2026Q1: 269,036 shares; 2026Q2: 271,743 shares 271,743 $34.8M 0.11% +2,707 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,686 shares; 2024Q4: 356,364 shares; 2025Q1: 365,710 shares; 2025Q2: 362,962 shares; 2025Q3: 360,990 shares; 2025Q4: 373,219 shares; 2026Q1: 442,531 shares; 2026Q2: 477,013 shares 477,013 $34.8M 0.11% +34,482 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,123 shares; 2024Q4: 200,792 shares; 2025Q1: 300,422 shares; 2025Q2: 360,665 shares; 2025Q3: 400,235 shares; 2025Q4: 834,831 shares; 2026Q1: 987,033 shares; 2026Q2: 1,271,974 shares 1,271,974 $34.8M 0.11% +284,941 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,950 shares; 2024Q4: 51,797 shares; 2025Q1: 70,325 shares; 2025Q2: 66,357 shares; 2025Q3: 79,500 shares; 2025Q4: 90,708 shares; 2026Q1: 95,425 shares; 2026Q2: 94,262 shares 94,262 $34.5M 0.11% -1,163 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,929 shares; 2024Q4: 99,614 shares; 2025Q1: 90,254 shares; 2025Q2: 88,885 shares; 2025Q3: 126,532 shares; 2025Q4: 147,915 shares; 2026Q1: 166,111 shares; 2026Q2: 186,358 shares 186,358 $34.4M 0.11% +20,247 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,722 shares; 2024Q4: 88,217 shares; 2025Q1: 84,226 shares; 2025Q2: 83,754 shares; 2025Q3: 87,581 shares; 2025Q4: 93,896 shares; 2026Q1: 81,829 shares; 2026Q2: 83,982 shares 83,982 $34.4M 0.11% +2,153 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725,333 shares; 2024Q4: 416,617 shares; 2025Q1: 497,527 shares; 2025Q2: 581,880 shares; 2025Q3: 552,287 shares; 2025Q4: 576,862 shares; 2026Q1: 720,145 shares; 2026Q2: 678,604 shares 678,604 $34.3M 0.11% -41,541 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,943 shares; 2024Q4: 71,135 shares; 2025Q1: 73,665 shares; 2025Q2: 80,523 shares; 2025Q3: 80,082 shares; 2025Q4: 109,158 shares; 2026Q1: 88,205 shares; 2026Q2: 79,509 shares 79,509 $34.3M 0.11% -8,696 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,658 shares; 2024Q4: 71,699 shares; 2025Q1: 68,508 shares; 2025Q2: 64,462 shares; 2025Q3: 70,636 shares; 2025Q4: 69,599 shares; 2026Q1: 68,528 shares; 2026Q2: 67,166 shares 67,166 $34.2M 0.11% -1,362 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467,925 shares; 2024Q4: 420,722 shares; 2025Q1: 445,639 shares; 2025Q2: 529,233 shares; 2025Q3: 469,539 shares; 2025Q4: 557,512 shares; 2026Q1: 587,768 shares; 2026Q2: 518,596 shares 518,596 $34M 0.11% -69,172 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,568 shares; 2025Q3: 166,080 shares; 2025Q4: 214,358 shares; 2026Q1: 572,123 shares; 2026Q2: 641,195 shares 641,195 $33.8M 0.11% +69,072 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,280 shares; 2024Q4: 155,491 shares; 2025Q1: 141,289 shares; 2025Q2: 158,700 shares; 2025Q3: 167,080 shares; 2025Q4: 223,991 shares; 2026Q1: 267,390 shares; 2026Q2: 283,769 shares 283,769 $33.4M 0.11% +16,379 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,115 shares; 2024Q4: 45,283 shares; 2025Q1: 34,158 shares; 2025Q2: 61,251 shares; 2025Q3: 43,183 shares; 2025Q4: 43,513 shares; 2026Q1: 76,564 shares; 2026Q2: 326,147 shares 326,147 $33.3M 0.11% +249,583 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,857 shares; 2024Q4: 206,408 shares; 2025Q1: 186,324 shares; 2025Q2: 187,420 shares; 2025Q3: 233,321 shares; 2025Q4: 214,176 shares; 2026Q1: 232,363 shares; 2026Q2: 244,609 shares 244,609 $33.1M 0.11% +12,246 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,637 shares; 2024Q4: 103,087 shares; 2025Q1: 112,002 shares; 2025Q2: 115,860 shares; 2025Q3: 126,120 shares; 2025Q4: 146,321 shares; 2026Q1: 157,665 shares; 2026Q2: 152,915 shares 152,915 $33.1M 0.11% -4,750 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,630 shares; 2025Q3: 31,012 shares; 2025Q4: 898,412 shares; 2026Q1: 913,227 shares; 2026Q2: 998,736 shares 998,736 $32.9M 0.11% +85,509 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,807 shares; 2025Q1: 21,076 shares; 2025Q2: 21,753 shares; 2025Q3: 21,149 shares; 2025Q4: 22,806 shares; 2026Q1: 20,986 shares; 2026Q2: 34,123 shares 34,123 $32.8M 0.11% +13,137 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,633 shares; 2024Q4: 30,425 shares; 2025Q1: 332,276 shares; 2025Q2: 344,695 shares; 2025Q3: 365,657 shares; 2025Q4: 390,734 shares; 2026Q1: 212,249 shares; 2026Q2: 684,742 shares 684,742 $32.5M 0.11% +472,493 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,055 shares; 2024Q4: 154,818 shares; 2025Q1: 154,994 shares; 2025Q2: 147,904 shares; 2025Q3: 213,731 shares; 2025Q4: 238,422 shares; 2026Q1: 245,693 shares; 2026Q2: 413,897 shares 413,897 $32.4M 0.1% +168,204 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,547 shares; 2024Q4: 81,486 shares; 2025Q1: 40,462 shares; 2025Q2: 53,467 shares; 2025Q3: 52,869 shares; 2025Q4: 55,218 shares; 2026Q1: 50,050 shares; 2026Q2: 50,367 shares 50,367 $32.3M 0.1% +317 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,091 shares; 2024Q4: 102,054 shares; 2025Q1: 75,290 shares; 2025Q2: 94,385 shares; 2025Q3: 143,743 shares; 2025Q4: 171,602 shares; 2026Q1: 203,586 shares; 2026Q2: 258,481 shares 258,481 $32.2M 0.1% +54,895 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507,164 shares; 2024Q4: 88,940 shares; 2025Q1: 59,375 shares; 2025Q2: 88,168 shares; 2025Q3: 74,435 shares; 2025Q4: 104,547 shares; 2026Q1: 188,006 shares; 2026Q2: 639,705 shares 639,705 $32.1M 0.1% +451,699 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,960 shares; 2024Q4: 331,379 shares; 2025Q1: 362,114 shares; 2025Q2: 425,441 shares; 2025Q3: 450,635 shares; 2025Q4: 486,111 shares; 2026Q1: 552,635 shares; 2026Q2: 549,769 shares 549,769 $32.1M 0.1% -2,866 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,196 shares; 2024Q4: 134,970 shares; 2025Q1: 136,803 shares; 2025Q2: 139,523 shares; 2025Q3: 105,009 shares; 2025Q4: 108,546 shares; 2026Q1: 182,621 shares; 2026Q2: 330,263 shares 330,263 $31.8M 0.1% +147,642 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,814 shares; 2024Q4: 369,381 shares; 2025Q1: 392,659 shares; 2025Q2: 335,148 shares; 2025Q3: 296,676 shares; 2025Q4: 350,395 shares; 2026Q1: 297,527 shares; 2026Q2: 345,148 shares 345,148 $31.8M 0.1% +47,621 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,141 shares; 2024Q4: 104,808 shares; 2025Q1: 102,966 shares; 2025Q2: 105,233 shares; 2025Q3: 127,696 shares; 2025Q4: 138,329 shares; 2026Q1: 134,597 shares; 2026Q2: 129,082 shares 129,082 $31.8M 0.1% -5,515 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,008 shares; 2024Q4: 58,037 shares; 2025Q1: 67,612 shares; 2025Q2: 103,071 shares; 2025Q3: 109,095 shares; 2025Q4: 106,513 shares; 2026Q1: 108,696 shares; 2026Q2: 106,359 shares 106,359 $31.7M 0.1% -2,337 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,540 shares; 2024Q4: 262,999 shares; 2025Q1: 255,342 shares; 2025Q2: 273,854 shares; 2025Q3: 336,580 shares; 2025Q4: 341,749 shares; 2026Q1: 363,726 shares; 2026Q2: 329,023 shares 329,023 $31.5M 0.1% -34,703 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,087 shares; 2024Q4: 209,217 shares; 2025Q1: 251,239 shares; 2025Q2: 274,946 shares; 2025Q3: 248,726 shares; 2025Q4: 256,351 shares; 2026Q1: 333,749 shares; 2026Q2: 475,740 shares 475,740 $31.4M 0.1% +141,991 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,490 shares; 2024Q4: 193,240 shares; 2025Q1: 231,754 shares; 2025Q2: 290,717 shares; 2025Q3: 261,848 shares; 2025Q4: 253,366 shares; 2026Q1: 312,220 shares; 2026Q2: 283,575 shares 283,575 $31.3M 0.1% -28,645 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787,639 shares; 2026Q1: 979,209 shares; 2026Q2: 933,563 shares 933,563 $31.1M 0.1% -45,646 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627,214 shares; 2024Q4: 451,768 shares; 2025Q1: 412,784 shares; 2025Q2: 489,710 shares; 2025Q3: 615,069 shares; 2025Q4: 546,216 shares; 2026Q1: 589,010 shares; 2026Q2: 544,630 shares 544,630 $31M 0.1% -44,380 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,527 shares; 2024Q4: 292,330 shares; 2025Q1: 258,154 shares; 2025Q2: 311,918 shares; 2025Q3: 333,880 shares; 2025Q4: 409,487 shares; 2026Q1: 486,448 shares; 2026Q2: 570,476 shares 570,476 $30.8M 0.1% +84,028 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,378 shares; 2024Q4: 47,042 shares; 2025Q1: 42,418 shares; 2025Q2: 44,020 shares; 2025Q3: 47,787 shares; 2025Q4: 53,551 shares; 2026Q1: 59,284 shares; 2026Q2: 86,635 shares 86,635 $30.7M 0.1% +27,351 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645,136 shares; 2024Q4: 872,808 shares; 2025Q1: 917,623 shares; 2025Q2: 997,570 shares; 2025Q3: 986,913 shares; 2025Q4: 1,059,702 shares; 2026Q1: 1,087,398 shares; 2026Q2: 1,086,392 shares 1,086,392 $30.3M 0.1% -1,006 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,311 shares; 2024Q4: 149,458 shares; 2025Q1: 144,027 shares; 2025Q2: 173,111 shares; 2025Q3: 173,131 shares; 2025Q4: 185,484 shares; 2026Q1: 204,873 shares; 2026Q2: 1,101,619 shares 1,101,619 $30.2M 0.1% +896,746 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,597 shares; 2024Q4: 22,696 shares; 2025Q1: 61,435 shares; 2025Q2: 68,698 shares; 2025Q3: 69,362 shares; 2025Q4: 71,648 shares; 2026Q1: 54,228 shares; 2026Q2: 363,150 shares 363,150 $30M 0.1% +308,922 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,478 shares; 2024Q4: 744,077 shares; 2025Q1: 531,139 shares; 2025Q2: 700,914 shares; 2025Q3: 589,201 shares; 2025Q4: 607,977 shares; 2026Q1: 811,887 shares; 2026Q2: 861,170 shares 861,170 $30M 0.1% +49,283 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,726 shares; 2024Q4: 204,616 shares; 2025Q1: 221,124 shares; 2025Q2: 240,188 shares; 2025Q3: 228,795 shares; 2025Q4: 247,480 shares; 2026Q1: 281,211 shares; 2026Q2: 382,217 shares 382,217 $29.7M 0.1% +101,006 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,220 shares; 2024Q4: 390,349 shares; 2025Q1: 460,744 shares; 2025Q2: 527,478 shares; 2025Q3: 522,009 shares; 2025Q4: 467,705 shares; 2026Q1: 439,001 shares; 2026Q2: 388,452 shares 388,452 $29.6M 0.1% -50,549 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,502 shares; 2024Q4: 319,103 shares; 2025Q1: 229,169 shares; 2025Q2: 271,470 shares; 2025Q3: 266,139 shares; 2025Q4: 280,368 shares; 2026Q1: 329,668 shares; 2026Q2: 306,368 shares 306,368 $29.6M 0.1% -23,300 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,129 shares; 2024Q4: 28,976 shares; 2025Q1: 41,267 shares; 2025Q2: 38,320 shares; 2025Q3: 70,345 shares; 2025Q4: 78,502 shares; 2026Q1: 66,192 shares; 2026Q2: 87,566 shares 87,566 $29.3M 0.09% +21,374 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,747 shares; 2024Q4: 37,726 shares; 2025Q1: 29,639 shares; 2025Q2: 29,712 shares; 2025Q3: 69,390 shares; 2025Q4: 47,356 shares; 2026Q1: 53,072 shares; 2026Q2: 185,906 shares 185,906 $29.1M 0.09% +132,834 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,094 shares; 2024Q4: 271,612 shares; 2025Q1: 348,720 shares; 2025Q2: 399,474 shares; 2025Q3: 411,429 shares; 2025Q4: 551,265 shares; 2026Q1: 572,449 shares; 2026Q2: 599,180 shares 599,180 $29M 0.09% +26,731 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,495 shares; 2024Q4: 40,712 shares; 2025Q1: 270,057 shares; 2025Q2: 295,370 shares; 2025Q3: 63,013 shares; 2025Q4: 64,932 shares; 2026Q1: 153,727 shares; 2026Q2: 164,204 shares 164,204 $29M 0.09% +10,477 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,174 shares; 2024Q4: 90,520 shares; 2025Q1: 88,257 shares; 2025Q2: 91,049 shares; 2025Q3: 102,224 shares; 2025Q4: 94,577 shares; 2026Q1: 93,229 shares; 2026Q2: 79,199 shares 79,199 $28.7M 0.09% -14,030 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,796 shares; 2024Q4: 377,838 shares; 2025Q1: 385,172 shares; 2025Q2: 509,992 shares; 2025Q3: 497,508 shares; 2025Q4: 553,129 shares; 2026Q1: 565,454 shares; 2026Q2: 545,159 shares 545,159 $28.5M 0.09% -20,295 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,656 shares; 2024Q4: 45,571 shares; 2025Q1: 42,554 shares; 2025Q2: 46,929 shares; 2025Q3: 41,630 shares; 2025Q4: 41,274 shares; 2026Q1: 48,783 shares; 2026Q2: 181,367 shares 181,367 $28.5M 0.09% +132,584 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182,646 shares; 2024Q4: 1,251,244 shares; 2025Q1: 1,168,395 shares; 2025Q2: 1,267,079 shares; 2025Q3: 1,311,195 shares; 2025Q4: 1,429,970 shares; 2026Q1: 1,566,553 shares; 2026Q2: 1,370,099 shares 1,370,099 $28.4M 0.09% -196,454 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,702 shares; 2024Q4: 124,195 shares; 2025Q1: 120,297 shares; 2025Q2: 123,512 shares; 2025Q3: 161,512 shares; 2025Q4: 189,261 shares; 2026Q1: 197,442 shares; 2026Q2: 193,126 shares 193,126 $28.3M 0.09% -4,316 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,747 shares; 2024Q4: 529,573 shares; 2025Q1: 565,964 shares; 2025Q2: 657,531 shares; 2025Q3: 681,207 shares; 2025Q4: 802,073 shares; 2026Q1: 1,003,964 shares; 2026Q2: 1,163,553 shares 1,163,553 $28.2M 0.09% +159,589 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,424 shares; 2024Q4: 320,290 shares; 2025Q1: 313,738 shares; 2025Q2: 311,145 shares; 2025Q3: 297,106 shares; 2025Q4: 387,474 shares; 2026Q1: 421,205 shares; 2026Q2: 420,482 shares 420,482 $28.2M 0.09% -723 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462,495 shares; 2024Q4: 552,965 shares; 2025Q1: 603,068 shares; 2025Q2: 723,145 shares; 2025Q3: 746,390 shares; 2025Q4: 851,544 shares; 2026Q1: 1,032,655 shares; 2026Q2: 1,162,481 shares 1,162,481 $28.2M 0.09% +129,826 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,430 shares; 2024Q4: 228,334 shares; 2025Q1: 153,613 shares; 2025Q2: 255,347 shares; 2025Q3: 272,561 shares; 2025Q4: 318,009 shares; 2026Q1: 325,712 shares; 2026Q2: 410,945 shares 410,945 $28.2M 0.09% +85,233 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,281 shares; 2024Q4: 20,533 shares; 2025Q1: 22,190 shares; 2025Q2: 37,157 shares; 2025Q3: 114,135 shares; 2025Q4: 254,261 shares; 2026Q1: 251,399 shares; 2026Q2: 289,536 shares 289,536 $27.9M 0.09% +38,137 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,024 shares; 2024Q4: 181,789 shares; 2025Q1: 178,596 shares; 2025Q2: 150,025 shares; 2025Q3: 145,313 shares; 2025Q4: 158,720 shares; 2026Q1: 171,130 shares; 2026Q2: 169,326 shares 169,326 $27.9M 0.09% -1,804 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,077 shares; 2024Q4: 204,758 shares; 2025Q1: 165,891 shares; 2025Q2: 224,535 shares; 2025Q3: 242,922 shares; 2025Q4: 534,620 shares; 2026Q1: 650,398 shares; 2026Q2: 611,305 shares 611,305 $27.7M 0.09% -39,093 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,010 shares; 2024Q4: 56,674 shares; 2025Q1: 57,744 shares; 2025Q2: 58,396 shares; 2025Q3: 66,290 shares; 2025Q4: 69,128 shares; 2026Q1: 75,182 shares; 2026Q2: 81,908 shares 81,908 $27.7M 0.09% +6,726 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,322 shares; 2024Q4: 99,096 shares; 2025Q1: 100,409 shares; 2025Q2: 95,217 shares; 2025Q3: 81,846 shares; 2025Q4: 84,909 shares; 2026Q1: 89,002 shares; 2026Q2: 86,266 shares 86,266 $27.2M 0.09% -2,736 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,414 shares; 2024Q4: 68,485 shares; 2025Q1: 62,603 shares; 2025Q2: 40,642 shares; 2025Q3: 43,988 shares; 2025Q4: 43,634 shares; 2026Q1: 70,315 shares; 2026Q2: 307,853 shares 307,853 $27.1M 0.09% +237,538 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,152 shares; 2024Q4: 105,192 shares; 2025Q1: 105,820 shares; 2025Q2: 110,752 shares; 2025Q3: 113,132 shares; 2025Q4: 145,746 shares; 2026Q1: 145,922 shares; 2026Q2: 128,608 shares 128,608 $26.9M 0.09% -17,314 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 97,600 shares; 2025Q1: 423,886 shares; 2025Q2: 580,921 shares; 2025Q3: 653,992 shares; 2025Q4: 693,939 shares; 2026Q1: 631,772 shares; 2026Q2: 668,597 shares 668,597 $26.8M 0.09% +36,825 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,575 shares; 2024Q4: 79,655 shares; 2025Q1: 80,002 shares; 2025Q2: 82,796 shares; 2025Q3: 136,397 shares; 2025Q4: 134,685 shares; 2026Q1: 153,461 shares; 2026Q2: 120,115 shares 120,115 $26.8M 0.09% -33,346 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,641 shares; 2024Q4: 13,866 shares; 2025Q1: 17,028 shares; 2025Q2: 120,395 shares; 2025Q3: 117,566 shares; 2025Q4: 116,566 shares; 2026Q1: 225,135 shares; 2026Q2: 235,268 shares 235,268 $26.7M 0.09% +10,133 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628,374 shares; 2024Q4: 1,851,346 shares; 2025Q1: 782,059 shares; 2025Q2: 387,591 shares; 2025Q3: 476,652 shares; 2025Q4: 560,569 shares; 2026Q1: 625,970 shares; 2026Q2: 645,345 shares 645,345 $26.6M 0.09% +19,375 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,691 shares; 2024Q4: 427,366 shares; 2025Q1: 404,649 shares; 2025Q2: 407,360 shares; 2025Q3: 434,251 shares; 2025Q4: 399,114 shares; 2026Q1: 497,998 shares; 2026Q2: 495,689 shares 495,689 $26.6M 0.09% -2,309 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,149 shares; 2024Q4: 261,251 shares; 2025Q1: 264,600 shares; 2025Q2: 268,776 shares; 2025Q3: 264,674 shares; 2025Q4: 278,657 shares; 2026Q1: 299,982 shares; 2026Q2: 297,061 shares 297,061 $26.5M 0.09% -2,921 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623,117 shares; 2024Q4: 674,478 shares; 2025Q1: 615,415 shares; 2025Q2: 680,341 shares; 2025Q3: 693,173 shares; 2025Q4: 675,884 shares; 2026Q1: 715,224 shares; 2026Q2: 716,825 shares 716,825 $26.4M 0.09% +1,601 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,426 shares; 2024Q4: 154,797 shares; 2025Q1: 169,277 shares; 2025Q2: 174,179 shares; 2025Q3: 171,174 shares; 2025Q4: 180,792 shares; 2026Q1: 205,462 shares; 2026Q2: 206,360 shares 206,360 $26.1M 0.08% +898 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,926 shares; 2024Q4: 155,520 shares; 2025Q1: 430,068 shares; 2025Q2: 428,889 shares; 2025Q3: 699,470 shares; 2025Q4: 734,096 shares; 2026Q1: 866,581 shares; 2026Q2: 877,996 shares 877,996 $26.1M 0.08% +11,415 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457,449 shares; 2026Q1: 485,727 shares; 2026Q2: 472,377 shares 472,377 $26.1M 0.08% -13,350 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,620 shares; 2024Q4: 237,760 shares; 2025Q1: 225,938 shares; 2025Q2: 247,368 shares; 2025Q3: 390,745 shares; 2025Q4: 301,138 shares; 2026Q1: 328,111 shares; 2026Q2: 350,454 shares 350,454 $26.1M 0.08% +22,343 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918,320 shares; 2024Q4: 924,952 shares; 2025Q1: 925,569 shares; 2025Q2: 952,410 shares; 2025Q3: 1,000,616 shares; 2025Q4: 1,086,327 shares; 2026Q1: 1,128,653 shares; 2026Q2: 1,129,008 shares 1,129,008 $26M 0.08% +355 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,933 shares; 2024Q4: 1,030,648 shares; 2025Q1: 1,106,063 shares; 2025Q2: 1,133,483 shares; 2025Q3: 1,202,583 shares; 2025Q4: 1,202,853 shares; 2026Q1: 1,389,504 shares; 2026Q2: 1,349,804 shares 1,349,804 $25.8M 0.08% -39,700 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,356 shares; 2024Q4: 236,395 shares; 2025Q1: 308,299 shares; 2025Q2: 441,185 shares; 2025Q3: 437,347 shares; 2025Q4: 488,145 shares; 2026Q1: 558,311 shares; 2026Q2: 485,327 shares 485,327 $25.6M 0.08% -72,984 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,235 shares; 2024Q4: 7,202 shares; 2025Q1: 6,733 shares; 2025Q2: 6,058 shares; 2025Q3: 6,016 shares; 2025Q4: 7,276 shares; 2026Q1: 7,083 shares; 2026Q2: 83,776 shares 83,776 $25.3M 0.08% +76,693 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,784 shares; 2024Q4: 446,822 shares; 2025Q1: 461,427 shares; 2025Q2: 553,279 shares; 2025Q3: 571,180 shares; 2025Q4: 678,756 shares; 2026Q1: 855,757 shares; 2026Q2: 1,000,332 shares 1,000,332 $25.3M 0.08% +144,575 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,322 shares; 2024Q4: 347,749 shares; 2025Q1: 355,240 shares; 2025Q2: 387,695 shares; 2025Q3: 370,846 shares; 2025Q4: 421,018 shares; 2026Q1: 437,027 shares; 2026Q2: 495,904 shares 495,904 $25.1M 0.08% +58,877 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,055 shares; 2024Q4: 13,553 shares; 2025Q1: 150,354 shares; 2025Q2: 177,855 shares; 2025Q3: 188,413 shares; 2025Q4: 198,964 shares; 2026Q1: 215,392 shares; 2026Q2: 223,976 shares 223,976 $25M 0.08% +8,584 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,249 shares; 2024Q4: 94,794 shares; 2025Q1: 90,315 shares; 2025Q2: 86,589 shares; 2025Q3: 137,934 shares; 2025Q4: 158,304 shares; 2026Q1: 157,884 shares; 2026Q2: 154,116 shares 154,116 $25M 0.08% -3,768 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,821 shares; 2024Q4: 193,527 shares; 2025Q1: 178,330 shares; 2025Q2: 171,343 shares; 2025Q3: 229,586 shares; 2025Q4: 241,522 shares; 2026Q1: 256,905 shares; 2026Q2: 257,400 shares 257,400 $24.8M 0.08% +495 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,312 shares; 2024Q4: 98,004 shares; 2025Q1: 99,277 shares; 2025Q2: 90,446 shares; 2025Q3: 93,536 shares; 2025Q4: 85,622 shares; 2026Q1: 84,795 shares; 2026Q2: 90,710 shares 90,710 $24.7M 0.08% +5,915 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,159 shares; 2024Q4: 30,879 shares; 2025Q1: 29,627 shares; 2025Q2: 31,519 shares; 2025Q3: 34,898 shares; 2025Q4: 26,119 shares; 2026Q1: 37,293 shares; 2026Q2: 35,015 shares 35,015 $24.6M 0.08% -2,278 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,852 shares; 2024Q4: 78,257 shares; 2025Q1: 79,612 shares; 2025Q2: 69,842 shares; 2025Q3: 104,880 shares; 2025Q4: 94,710 shares; 2026Q1: 101,764 shares; 2026Q2: 110,443 shares 110,443 $24.4M 0.08% +8,679 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,690 shares; 2024Q4: 64,565 shares; 2025Q1: 61,953 shares; 2025Q2: 63,103 shares; 2025Q3: 82,943 shares; 2025Q4: 86,024 shares; 2026Q1: 90,548 shares; 2026Q2: 89,680 shares 89,680 $24.3M 0.08% -868 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,270 shares; 2024Q4: 103,893 shares; 2025Q1: 105,137 shares; 2025Q2: 109,143 shares; 2025Q3: 105,438 shares; 2025Q4: 102,951 shares; 2026Q1: 114,722 shares; 2026Q2: 128,857 shares 128,857 $23.9M 0.08% +14,135 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,591 shares; 2024Q4: 211,762 shares; 2025Q1: 172,614 shares; 2025Q2: 183,730 shares; 2025Q3: 193,155 shares; 2025Q4: 216,011 shares; 2026Q1: 219,285 shares; 2026Q2: 262,718 shares 262,718 $23.8M 0.08% +43,433 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,591 shares; 2024Q4: 235,268 shares; 2025Q1: 448,839 shares; 2025Q2: 533,439 shares; 2025Q3: 587,540 shares; 2025Q4: 536,293 shares; 2026Q1: 571,791 shares; 2026Q2: 860,048 shares 860,048 $23.8M 0.08% +288,257 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714,782 shares; 2024Q4: 197,730 shares; 2025Q1: 186,931 shares; 2025Q2: 196,108 shares; 2025Q3: 220,615 shares; 2025Q4: 293,321 shares; 2026Q1: 292,908 shares; 2026Q2: 1,207,482 shares 1,207,482 $23.7M 0.08% +914,574 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,043 shares; 2024Q4: 57,342 shares; 2025Q1: 55,837 shares; 2025Q2: 55,554 shares; 2025Q3: 55,233 shares; 2025Q4: 60,407 shares; 2026Q1: 61,280 shares; 2026Q2: 59,901 shares 59,901 $23.6M 0.08% -1,379 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593,501 shares; 2024Q4: 609,331 shares; 2025Q1: 571,738 shares; 2025Q2: 600,038 shares; 2025Q3: 511,070 shares; 2025Q4: 540,318 shares; 2026Q1: 692,666 shares; 2026Q2: 615,522 shares 615,522 $23.5M 0.08% -77,144 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,691 shares; 2024Q4: 158,074 shares; 2025Q1: 164,241 shares; 2025Q2: 165,814 shares; 2025Q3: 136,068 shares; 2025Q4: 194,983 shares; 2026Q1: 191,709 shares; 2026Q2: 184,347 shares 184,347 $23.5M 0.08% -7,362 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,638 shares; 2024Q4: 84,759 shares; 2025Q1: 77,340 shares; 2025Q2: 73,853 shares; 2025Q3: 99,811 shares; 2025Q4: 78,888 shares; 2026Q1: 89,502 shares; 2026Q2: 226,068 shares 226,068 $23.5M 0.08% +136,566 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,185 shares; 2024Q4: 219,482 shares; 2025Q1: 162,074 shares; 2025Q2: 254,558 shares; 2025Q3: 241,000 shares; 2025Q4: 320,109 shares; 2026Q1: 445,572 shares; 2026Q2: 435,794 shares 435,794 $23.4M 0.08% -9,778 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,452 shares; 2024Q4: 575,465 shares; 2025Q1: 575,111 shares; 2025Q2: 550,029 shares; 2025Q3: 668,660 shares; 2025Q4: 778,685 shares; 2026Q1: 532,813 shares; 2026Q2: 498,974 shares 498,974 $23.4M 0.08% -33,839 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541,604 shares; 2024Q4: 539,612 shares; 2025Q1: 413,484 shares; 2025Q2: 361,014 shares; 2025Q3: 343,992 shares; 2025Q4: 333,911 shares; 2026Q1: 357,977 shares; 2026Q2: 345,990 shares 345,990 $23.4M 0.08% -11,987 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,003 shares; 2024Q4: 436,498 shares; 2025Q1: 398,776 shares; 2025Q2: 360,107 shares; 2025Q3: 407,979 shares; 2025Q4: 413,086 shares; 2026Q1: 392,161 shares; 2026Q2: 270,542 shares 270,542 $23.4M 0.08% -121,619 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,321 shares 104,321 $23.4M 0.08% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475,925 shares; 2024Q4: 131,573 shares; 2025Q1: 138,246 shares; 2025Q2: 198,387 shares; 2025Q3: 242,062 shares; 2025Q4: 257,502 shares; 2026Q1: 274,086 shares; 2026Q2: 382,760 shares 382,760 $23.3M 0.08% +108,674 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,699 shares; 2024Q4: 131,448 shares; 2025Q1: 147,578 shares; 2025Q2: 141,016 shares; 2025Q3: 125,593 shares; 2025Q4: 144,658 shares; 2026Q1: 185,445 shares; 2026Q2: 146,252 shares 146,252 $23.2M 0.07% -39,193 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,320 shares 104,320 $23.1M 0.07% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,981 shares; 2024Q4: 268,306 shares; 2025Q1: 274,903 shares; 2025Q2: 265,309 shares; 2025Q3: 390,211 shares; 2025Q4: 298,641 shares; 2026Q1: 324,602 shares; 2026Q2: 316,776 shares 316,776 $22.9M 0.07% -7,826 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,888 shares; 2024Q4: 132,157 shares; 2025Q1: 107,620 shares; 2025Q2: 127,928 shares; 2025Q3: 119,054 shares; 2025Q4: 117,023 shares; 2026Q1: 165,919 shares; 2026Q2: 145,607 shares 145,607 $22.8M 0.07% -20,312 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,328 shares; 2024Q4: 163,322 shares; 2025Q1: 144,885 shares; 2025Q2: 165,659 shares; 2025Q3: 230,515 shares; 2025Q4: 207,158 shares; 2026Q1: 245,544 shares; 2026Q2: 291,870 shares 291,870 $22.7M 0.07% +46,326 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,629 shares; 2024Q4: 172,163 shares; 2025Q1: 171,205 shares; 2025Q2: 176,764 shares; 2025Q3: 182,820 shares; 2025Q4: 178,351 shares; 2026Q1: 193,153 shares; 2026Q2: 218,415 shares 218,415 $22.3M 0.07% +25,262 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,012 shares; 2024Q4: 22,682 shares; 2025Q1: 38,316 shares; 2025Q2: 75,016 shares; 2025Q3: 100,157 shares; 2025Q4: 105,622 shares; 2026Q1: 772,210 shares; 2026Q2: 837,408 shares 837,408 $22.2M 0.07% +65,198 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,795 shares; 2024Q4: 73,768 shares; 2025Q1: 71,949 shares; 2025Q2: 67,132 shares; 2025Q3: 66,214 shares; 2025Q4: 65,063 shares; 2026Q1: 67,629 shares; 2026Q2: 66,336 shares 66,336 $22.2M 0.07% -1,293 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,276 shares; 2024Q4: 48,682 shares; 2025Q1: 66,274 shares; 2025Q2: 71,151 shares; 2025Q3: 74,633 shares; 2025Q4: 58,538 shares; 2026Q1: 209,587 shares; 2026Q2: 224,914 shares 224,914 $22.2M 0.07% +15,327 Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 654,346 shares; 2026Q2: 696,622 shares 696,622 $22.1M 0.07% +42,276 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,961 shares; 2024Q4: 98,653 shares; 2025Q1: 100,445 shares; 2025Q2: 97,978 shares; 2025Q3: 98,015 shares; 2025Q4: 135,349 shares; 2026Q1: 148,706 shares; 2026Q2: 152,466 shares 152,466 $21.9M 0.07% +3,760 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,334 shares; 2024Q4: 325,914 shares; 2025Q1: 212,808 shares; 2025Q2: 227,460 shares; 2025Q3: 212,734 shares; 2025Q4: 220,882 shares; 2026Q1: 278,431 shares; 2026Q2: 265,473 shares 265,473 $21.8M 0.07% -12,958 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,792 shares; 2025Q2: 124,601 shares; 2025Q3: 136,487 shares; 2025Q4: 156,107 shares; 2026Q1: 442,798 shares; 2026Q2: 505,404 shares 505,404 $21.8M 0.07% +62,606 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,988 shares; 2024Q4: 87,550 shares; 2025Q1: 100,455 shares; 2025Q2: 111,947 shares; 2025Q3: 123,821 shares; 2025Q4: 129,599 shares; 2026Q1: 133,973 shares; 2026Q2: 136,087 shares 136,087 $21.7M 0.07% +2,114 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,581 shares; 2024Q4: 409,864 shares; 2025Q1: 448,430 shares; 2025Q2: 536,670 shares; 2025Q3: 547,786 shares; 2025Q4: 677,647 shares; 2026Q1: 806,928 shares; 2026Q2: 937,764 shares 937,764 $21.7M 0.07% +130,836 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,325 shares; 2024Q4: 190,254 shares; 2025Q1: 172,406 shares; 2025Q2: 160,769 shares; 2025Q3: 155,426 shares; 2025Q4: 181,866 shares; 2026Q1: 191,771 shares; 2026Q2: 191,531 shares 191,531 $21.6M 0.07% -240 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,367 shares; 2024Q4: 96,485 shares; 2025Q1: 85,315 shares; 2025Q2: 95,631 shares; 2025Q3: 137,791 shares; 2025Q4: 150,564 shares; 2026Q1: 156,500 shares; 2026Q2: 261,504 shares 261,504 $21.6M 0.07% +105,004 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,281 shares; 2024Q4: 175,726 shares; 2025Q1: 129,845 shares; 2025Q2: 140,005 shares; 2025Q3: 133,902 shares; 2025Q4: 137,150 shares; 2026Q1: 124,956 shares; 2026Q2: 152,011 shares 152,011 $21.3M 0.07% +27,055 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,478 shares; 2024Q4: 33,822 shares; 2025Q1: 33,156 shares; 2025Q2: 35,243 shares; 2025Q3: 46,358 shares; 2025Q4: 49,089 shares; 2026Q1: 42,092 shares; 2026Q2: 40,719 shares 40,719 $21.3M 0.07% -1,373 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,279 shares; 2024Q4: 13,697 shares; 2025Q1: 46,058 shares; 2025Q2: 59,235 shares; 2025Q3: 70,248 shares; 2025Q4: 152,757 shares; 2026Q1: 210,267 shares; 2026Q2: 237,146 shares 237,146 $21.1M 0.07% +26,879 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,339 shares; 2024Q4: 30,365 shares; 2025Q1: 29,402 shares; 2025Q2: 25,556 shares; 2025Q3: 27,156 shares; 2025Q4: 27,816 shares; 2026Q1: 28,601 shares; 2026Q2: 41,756 shares 41,756 $20.9M 0.07% +13,155 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,640 shares; 2024Q4: 241,144 shares; 2025Q1: 224,433 shares; 2025Q2: 280,190 shares; 2025Q3: 262,070 shares; 2025Q4: 264,043 shares; 2026Q1: 287,946 shares; 2026Q2: 269,400 shares 269,400 $20.8M 0.07% -18,546 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,323 shares; 2025Q3: 46,606 shares; 2025Q4: 214,561 shares; 2026Q1: 309,628 shares; 2026Q2: 344,938 shares 344,938 $20.8M 0.07% +35,310 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,247 shares; 2024Q4: 70,575 shares; 2025Q1: 74,956 shares; 2025Q2: 91,190 shares; 2025Q3: 97,450 shares; 2025Q4: 411,258 shares; 2026Q1: 434,858 shares; 2026Q2: 1,016,669 shares 1,016,669 $20.7M 0.07% +581,811 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,664 shares; 2024Q4: 159,469 shares; 2025Q1: 164,006 shares; 2025Q2: 186,196 shares; 2025Q3: 163,019 shares; 2025Q4: 199,664 shares; 2026Q1: 242,960 shares; 2026Q2: 214,927 shares 214,927 $20.7M 0.07% -28,033 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,527 shares; 2024Q4: 161,819 shares; 2025Q1: 158,412 shares; 2025Q2: 172,543 shares; 2025Q3: 172,776 shares; 2025Q4: 175,759 shares; 2026Q1: 180,031 shares; 2026Q2: 176,060 shares 176,060 $20.7M 0.07% -3,971 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,264 shares; 2024Q4: 119,210 shares; 2025Q1: 111,958 shares; 2025Q2: 116,496 shares; 2025Q3: 130,862 shares; 2025Q4: 168,795 shares; 2026Q1: 206,404 shares; 2026Q2: 187,372 shares 187,372 $20.6M 0.07% -19,032 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,430 shares; 2024Q4: 17,240 shares; 2025Q1: 87,927 shares; 2025Q2: 145,756 shares; 2025Q3: 152,520 shares; 2025Q4: 161,119 shares; 2026Q1: 167,586 shares; 2026Q2: 258,878 shares 258,878 $20.6M 0.07% +91,292 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,832 shares; 2024Q4: 131,999 shares; 2025Q1: 105,139 shares; 2025Q2: 410,386 shares; 2025Q3: 124,365 shares; 2025Q4: 171,802 shares; 2026Q1: 608,109 shares; 2026Q2: 748,312 shares 748,312 $20.6M 0.07% +140,203 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,998 shares; 2024Q4: 8,405 shares; 2025Q1: 7,762 shares; 2025Q2: 8,740 shares; 2025Q3: 12,702 shares; 2025Q4: 15,862 shares; 2026Q1: 16,920 shares; 2026Q2: 26,972 shares 26,972 $20.4M 0.07% +10,052 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,832 shares; 2024Q4: 40,528 shares; 2025Q1: 132,189 shares; 2025Q2: 175,940 shares; 2025Q3: 195,904 shares; 2025Q4: 246,400 shares; 2026Q1: 302,142 shares; 2026Q2: 406,348 shares 406,348 $20.4M 0.07% +104,206 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864,189 shares; 2024Q4: 261,950 shares; 2025Q1: 229,328 shares; 2025Q2: 283,877 shares; 2025Q3: 304,393 shares; 2025Q4: 361,040 shares; 2026Q1: 365,657 shares; 2026Q2: 910,695 shares 910,695 $20.3M 0.07% +545,038 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,441 shares; 2024Q4: 46,305 shares; 2025Q1: 632,327 shares; 2025Q2: 656,545 shares; 2025Q3: 62,218 shares; 2025Q4: 67,293 shares; 2026Q1: 54,362 shares; 2026Q2: 55,425 shares 55,425 $20.3M 0.07% +1,063 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466,060 shares; 2024Q4: 596,039 shares; 2025Q1: 599,968 shares; 2025Q2: 694,120 shares; 2025Q3: 1,004,046 shares; 2025Q4: 457,869 shares; 2026Q1: 377,159 shares; 2026Q2: 377,480 shares 377,480 $20.2M 0.07% +321 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,343 shares; 2024Q4: 350,508 shares; 2025Q1: 288,054 shares; 2025Q2: 363,963 shares; 2025Q3: 231,406 shares; 2025Q4: 217,108 shares; 2026Q1: 410,021 shares; 2026Q2: 399,088 shares 399,088 $19.9M 0.06% -10,933 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,305 shares; 2024Q4: 30,843 shares; 2025Q1: 46,286 shares; 2025Q2: 55,528 shares; 2025Q3: 293,763 shares; 2025Q4: 251,754 shares; 2026Q1: 353,663 shares; 2026Q2: 387,572 shares 387,572 $19.9M 0.06% +33,909 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704,959 shares; 2024Q4: 471,044 shares; 2025Q1: 445,764 shares; 2025Q2: 445,639 shares; 2025Q3: 464,979 shares; 2025Q4: 579,381 shares; 2026Q1: 711,405 shares; 2026Q2: 1,013,481 shares 1,013,481 $19.8M 0.06% +302,076 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677,812 shares; 2024Q4: 678,680 shares; 2025Q1: 434,091 shares; 2025Q2: 325,492 shares; 2025Q3: 358,452 shares; 2025Q4: 410,182 shares; 2026Q1: 410,265 shares; 2026Q2: 263,709 shares 263,709 $19.8M 0.06% -146,556 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894,998 shares; 2024Q4: 1,055,356 shares; 2025Q1: 828,335 shares; 2025Q2: 301,660 shares; 2025Q3: 288,866 shares; 2025Q4: 323,346 shares; 2026Q1: 387,493 shares; 2026Q2: 389,251 shares 389,251 $19.7M 0.06% +1,758 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,633 shares; 2024Q4: 105,324 shares; 2025Q1: 2,008,516 shares; 2025Q2: 2,289,546 shares; 2025Q3: 353,288 shares; 2025Q4: 408,876 shares; 2026Q1: 355,039 shares; 2026Q2: 676,313 shares 676,313 $19.6M 0.06% +321,274 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,795 shares; 2024Q4: 612,412 shares; 2025Q1: 216,680 shares; 2025Q2: 184,197 shares; 2025Q3: 195,636 shares; 2025Q4: 204,349 shares; 2026Q1: 196,395 shares; 2026Q2: 197,676 shares 197,676 $19.5M 0.06% +1,281 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,884 shares; 2024Q4: 235,974 shares; 2025Q1: 207,654 shares; 2025Q2: 222,724 shares; 2025Q3: 197,899 shares; 2025Q4: 212,051 shares; 2026Q1: 254,520 shares; 2026Q2: 419,254 shares 419,254 $19.5M 0.06% +164,734 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,026 shares; 2024Q4: 37,120 shares; 2025Q1: 35,259 shares; 2025Q2: 34,670 shares; 2025Q3: 35,754 shares; 2025Q4: 50,988 shares; 2026Q1: 58,429 shares; 2026Q2: 58,837 shares 58,837 $19.4M 0.06% +408 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,360 shares; 2024Q4: 87,304 shares; 2025Q1: 90,163 shares; 2025Q2: 90,519 shares; 2025Q3: 90,703 shares; 2025Q4: 107,705 shares; 2026Q1: 116,579 shares; 2026Q2: 115,202 shares 115,202 $19.4M 0.06% -1,377 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,202 shares; 2024Q4: 1,098 shares; 2025Q1: 983 shares; 2025Q2: 955 shares; 2025Q3: 985 shares; 2025Q4: 949 shares; 2026Q1: 924 shares; 2026Q2: 108,627 shares 108,627 $19.4M 0.06% +107,703 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,299 shares; 2026Q1: 114,004 shares; 2026Q2: 319,661 shares 319,661 $19.2M 0.06% +205,657 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,042 shares; 2024Q4: 100,226 shares; 2025Q1: 328,086 shares; 2025Q2: 263,362 shares; 2025Q3: 194,591 shares; 2025Q4: 178,753 shares; 2026Q1: 147,635 shares; 2026Q2: 208,029 shares 208,029 $19.1M 0.06% +60,394 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,808 shares; 2024Q4: 40,467 shares; 2025Q1: 44,797 shares; 2025Q2: 44,602 shares; 2025Q3: 43,870 shares; 2025Q4: 42,718 shares; 2026Q1: 40,054 shares; 2026Q2: 41,929 shares 41,929 $19M 0.06% +1,875 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,189 shares; 2024Q4: 65,844 shares; 2025Q1: 66,354 shares; 2025Q2: 69,850 shares; 2025Q3: 114,696 shares; 2025Q4: 110,429 shares; 2026Q1: 83,543 shares; 2026Q2: 74,243 shares 74,243 $19M 0.06% -9,300 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,175 shares; 2024Q4: 9,226 shares; 2025Q1: 8,826 shares; 2025Q2: 9,904 shares; 2025Q3: 69,521 shares; 2025Q4: 71,875 shares; 2026Q1: 118,039 shares; 2026Q2: 102,291 shares 102,291 $18.9M 0.06% -15,748 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,188 shares; 2024Q4: 104,810 shares; 2025Q1: 134,035 shares; 2025Q2: 144,497 shares; 2025Q3: 170,199 shares; 2025Q4: 199,765 shares; 2026Q1: 224,181 shares; 2026Q2: 202,645 shares 202,645 $18.9M 0.06% -21,536 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,132 shares; 2024Q4: 253,460 shares; 2025Q1: 163,872 shares; 2025Q2: 191,146 shares; 2025Q3: 227,882 shares; 2025Q4: 232,493 shares; 2026Q1: 287,480 shares; 2026Q2: 275,807 shares 275,807 $18.9M 0.06% -11,673 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,636 shares; 2024Q4: 84,648 shares; 2025Q1: 74,538 shares; 2025Q2: 107,098 shares; 2025Q3: 63,568 shares; 2025Q4: 92,091 shares; 2026Q1: 140,326 shares; 2026Q2: 143,569 shares 143,569 $18.8M 0.06% +3,243 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,550 shares; 2024Q4: 219,358 shares; 2025Q1: 197,208 shares; 2025Q2: 190,259 shares; 2025Q3: 244,938 shares; 2025Q4: 308,202 shares; 2026Q1: 350,232 shares; 2026Q2: 394,051 shares 394,051 $18.7M 0.06% +43,819 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 20 shares; 2025Q1: 4,555 shares; 2025Q2: 1,258 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 25 shares 25 $18.7M 0.06% -2 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,880 shares; 2024Q4: 19,121 shares; 2025Q1: 19,690 shares; 2025Q2: 24,114 shares; 2025Q3: 24,818 shares; 2025Q4: 61,011 shares; 2026Q1: 56,196 shares; 2026Q2: 54,297 shares 54,297 $18.7M 0.06% -1,899 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,963 shares; 2024Q4: 29,167 shares; 2025Q1: 35,406 shares; 2025Q2: 43,094 shares; 2025Q3: 52,328 shares; 2025Q4: 53,913 shares; 2026Q1: 68,484 shares; 2026Q2: 74,553 shares 74,553 $18.5M 0.06% +6,069 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,725 shares; 2024Q4: 470,584 shares; 2025Q1: 444,026 shares; 2025Q2: 492,320 shares; 2025Q3: 556,956 shares; 2025Q4: 561,199 shares; 2026Q1: 635,437 shares; 2026Q2: 596,777 shares 596,777 $18.2M 0.06% -38,660 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,249 shares; 2024Q4: 60,883 shares; 2025Q1: 40,871 shares; 2025Q2: 34,405 shares; 2025Q3: 38,486 shares; 2025Q4: 39,424 shares; 2026Q1: 50,955 shares; 2026Q2: 106,501 shares 106,501 $18.1M 0.06% +55,546 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,696 shares; 2024Q4: 95,220 shares; 2025Q1: 127,558 shares; 2025Q2: 137,110 shares; 2025Q3: 142,067 shares; 2025Q4: 206,622 shares; 2026Q1: 242,191 shares; 2026Q2: 236,316 shares 236,316 $18.1M 0.06% -5,875 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,943 shares; 2024Q4: 83,365 shares; 2025Q1: 69,801 shares; 2025Q2: 69,907 shares; 2025Q3: 85,280 shares; 2025Q4: 88,200 shares; 2026Q1: 85,563 shares; 2026Q2: 80,183 shares 80,183 $18.1M 0.06% -5,380 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,719 shares; 2024Q4: 34,974 shares; 2025Q1: 39,870 shares; 2025Q2: 51,414 shares; 2025Q3: 109,871 shares; 2025Q4: 118,360 shares; 2026Q1: 313,650 shares; 2026Q2: 392,373 shares 392,373 $18.1M 0.06% +78,723 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,852 shares; 2024Q4: 77,034 shares; 2025Q1: 35,121 shares; 2025Q2: 37,964 shares; 2025Q3: 37,863 shares; 2025Q4: 42,328 shares; 2026Q1: 59,080 shares; 2026Q2: 60,071 shares 60,071 $18M 0.06% +991 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,823 shares; 2024Q4: 14,989 shares; 2025Q1: 14,986 shares; 2025Q2: 15,928 shares; 2025Q3: 17,341 shares; 2025Q4: 26,284 shares; 2026Q1: 24,969 shares; 2026Q2: 24,887 shares 24,887 $17.9M 0.06% -82 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,200 shares; 2024Q4: 53,343 shares; 2025Q1: 50,140 shares; 2025Q2: 55,938 shares; 2025Q3: 100,388 shares; 2025Q4: 116,185 shares; 2026Q1: 139,464 shares; 2026Q2: 130,740 shares 130,740 $17.9M 0.06% -8,724 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,472 shares; 2024Q4: 108,938 shares; 2025Q1: 106,494 shares; 2025Q2: 107,712 shares; 2025Q3: 128,815 shares; 2025Q4: 117,237 shares; 2026Q1: 118,602 shares; 2026Q2: 113,470 shares 113,470 $17.8M 0.06% -5,132 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,259 shares; 2024Q4: 44,627 shares; 2025Q1: 49,071 shares; 2025Q2: 51,092 shares; 2025Q3: 63,304 shares; 2025Q4: 70,044 shares; 2026Q1: 76,937 shares; 2026Q2: 72,782 shares 72,782 $17.6M 0.06% -4,155 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,657 shares; 2024Q4: 185,216 shares; 2025Q1: 178,660 shares; 2025Q2: 187,820 shares; 2025Q3: 174,541 shares; 2025Q4: 220,794 shares; 2026Q1: 281,594 shares; 2026Q2: 282,385 shares 282,385 $17.5M 0.06% +791 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,677 shares; 2024Q4: 54,406 shares; 2025Q1: 249,832 shares; 2025Q2: 467,657 shares; 2025Q3: 682,049 shares; 2025Q4: 706,012 shares; 2026Q1: 420,417 shares; 2026Q2: 425,905 shares 425,905 $17.5M 0.06% +5,488 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,046 shares; 2024Q4: 383,103 shares; 2025Q1: 389,249 shares; 2025Q2: 384,080 shares; 2025Q3: 356,840 shares; 2025Q4: 356,355 shares; 2026Q1: 325,878 shares; 2026Q2: 300,081 shares 300,081 $17.5M 0.06% -25,797 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares; 2026Q1: 288,950 shares; 2026Q2: 299,868 shares 299,868 $17.4M 0.06% +10,918 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,248 shares; 2024Q4: 131,222 shares; 2025Q1: 104,197 shares; 2025Q2: 97,835 shares; 2025Q3: 122,336 shares; 2025Q4: 125,684 shares; 2026Q1: 145,242 shares; 2026Q2: 171,094 shares 171,094 $17.4M 0.06% +25,852 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,653 shares; 2024Q4: 136,428 shares; 2025Q1: 120,818 shares; 2025Q2: 158,121 shares; 2025Q3: 183,273 shares; 2025Q4: 475,819 shares; 2026Q1: 649,951 shares; 2026Q2: 797,556 shares 797,556 $17.4M 0.06% +147,605 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,747 shares 101,747 $17.4M 0.06% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,157 shares; 2024Q4: 56,176 shares; 2025Q1: 56,688 shares; 2025Q2: 37,135 shares; 2025Q3: 39,883 shares; 2025Q4: 40,198 shares; 2026Q1: 41,214 shares; 2026Q2: 40,750 shares 40,750 $17.4M 0.06% -464 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,251 shares; 2024Q4: 50,554 shares; 2025Q1: 43,577 shares; 2025Q2: 101,206 shares; 2025Q3: 118,117 shares; 2025Q4: 119,754 shares; 2026Q1: 126,005 shares; 2026Q2: 119,091 shares 119,091 $17.3M 0.06% -6,914 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,649 shares; 2024Q4: 73,047 shares; 2025Q1: 63,543 shares; 2025Q2: 65,408 shares; 2025Q3: 62,157 shares; 2025Q4: 60,398 shares; 2026Q1: 183,492 shares; 2026Q2: 148,481 shares 148,481 $17.1M 0.06% -35,011 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,784 shares; 2024Q4: 30,925 shares; 2025Q1: 23,619 shares; 2025Q2: 22,070 shares; 2025Q3: 26,379 shares; 2025Q4: 30,408 shares; 2026Q1: 35,182 shares; 2026Q2: 192,591 shares 192,591 $16.9M 0.05% +157,409 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,585 shares; 2024Q4: 306,366 shares; 2025Q1: 308,130 shares; 2025Q2: 338,167 shares; 2025Q3: 324,191 shares; 2025Q4: 389,934 shares; 2026Q1: 383,440 shares; 2026Q2: 394,331 shares 394,331 $16.9M 0.05% +10,891 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,579 shares; 2024Q4: 37,664 shares; 2025Q1: 36,925 shares; 2025Q2: 44,394 shares; 2025Q3: 43,931 shares; 2025Q4: 43,170 shares; 2026Q1: 47,955 shares; 2026Q2: 48,958 shares 48,958 $16.8M 0.05% +1,003 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,384 shares; 2024Q4: 38,722 shares; 2025Q1: 13,074 shares; 2025Q2: 15,178 shares; 2025Q3: 11,272 shares; 2025Q4: 10,985 shares; 2026Q1: 14,790 shares; 2026Q2: 246,764 shares 246,764 $16.8M 0.05% +231,974 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,103 shares; 2024Q4: 173,385 shares; 2025Q1: 128,815 shares; 2025Q2: 136,229 shares; 2025Q3: 148,056 shares; 2025Q4: 147,312 shares; 2026Q1: 144,550 shares; 2026Q2: 456,059 shares 456,059 $16.8M 0.05% +311,509 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82,489 shares; 2025Q1: 87,730 shares; 2025Q2: 94,239 shares; 2025Q3: 99,591 shares; 2025Q4: 96,274 shares; 2026Q1: 98,576 shares; 2026Q2: 98,802 shares 98,802 $16.8M 0.05% +226 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,501 shares; 2024Q4: 140,373 shares; 2025Q1: 152,130 shares; 2025Q2: 161,881 shares; 2025Q3: 170,405 shares; 2025Q4: 212,458 shares; 2026Q1: 195,836 shares; 2026Q2: 897,404 shares 897,404 $16.7M 0.05% +701,568 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,034 shares; 2024Q4: 218,993 shares; 2025Q1: 207,899 shares; 2025Q2: 219,020 shares; 2025Q3: 206,262 shares; 2025Q4: 206,347 shares; 2026Q1: 212,630 shares; 2026Q2: 337,377 shares 337,377 $16.5M 0.05% +124,747 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,472 shares; 2025Q2: 145,845 shares; 2025Q3: 310,558 shares; 2025Q4: 331,935 shares; 2026Q1: 372,885 shares; 2026Q2: 380,347 shares 380,347 $16.5M 0.05% +7,462 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,803 shares; 2024Q4: 38,519 shares; 2025Q1: 40,179 shares; 2025Q2: 44,304 shares; 2025Q3: 45,283 shares; 2025Q4: 46,556 shares; 2026Q1: 52,462 shares; 2026Q2: 57,470 shares 57,470 $16.4M 0.05% +5,008 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,149 shares; 2024Q4: 92,939 shares; 2025Q1: 77,875 shares; 2025Q2: 100,604 shares; 2025Q3: 99,328 shares; 2025Q4: 118,843 shares; 2026Q1: 149,717 shares; 2026Q2: 302,014 shares 302,014 $16.4M 0.05% +152,297 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771,140 shares; 2024Q4: 855,109 shares; 2025Q1: 810,017 shares; 2025Q2: 741,382 shares; 2025Q3: 731,359 shares; 2025Q4: 751,169 shares; 2026Q1: 750,951 shares; 2026Q2: 777,249 shares 777,249 $16.4M 0.05% +26,298 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,435 shares; 2024Q4: 402,603 shares; 2025Q1: 289,507 shares; 2025Q2: 386,368 shares; 2025Q3: 298,867 shares; 2025Q4: 298,554 shares; 2026Q1: 408,091 shares; 2026Q2: 356,698 shares 356,698 $16.3M 0.05% -51,393 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,639 shares; 2024Q4: 173,981 shares; 2025Q1: 140,157 shares; 2025Q2: 182,762 shares; 2025Q3: 133,711 shares; 2025Q4: 135,343 shares; 2026Q1: 194,554 shares; 2026Q2: 328,804 shares 328,804 $16.3M 0.05% +134,250 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,115 shares; 2024Q4: 79,987 shares; 2025Q1: 76,624 shares; 2025Q2: 74,533 shares; 2025Q3: 111,707 shares; 2025Q4: 88,193 shares; 2026Q1: 87,095 shares; 2026Q2: 96,020 shares 96,020 $16.2M 0.05% +8,925 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,229 shares; 2024Q4: 73,823 shares; 2025Q1: 70,143 shares; 2025Q2: 60,730 shares; 2025Q3: 56,623 shares; 2025Q4: 59,564 shares; 2026Q1: 61,597 shares; 2026Q2: 65,927 shares 65,927 $16.2M 0.05% +4,330 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,449 shares; 2024Q4: 303,294 shares; 2025Q1: 264,685 shares; 2025Q2: 248,659 shares; 2025Q3: 168,306 shares; 2025Q4: 171,022 shares; 2026Q1: 213,422 shares; 2026Q2: 270,408 shares 270,408 $16.2M 0.05% +56,986 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,814 shares; 2024Q4: 89,184 shares; 2025Q1: 102,638 shares; 2025Q2: 207,794 shares; 2025Q3: 130,243 shares; 2025Q4: 151,570 shares; 2026Q1: 317,362 shares; 2026Q2: 427,680 shares 427,680 $16M 0.05% +110,318 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,503 shares; 2024Q4: 544,569 shares; 2025Q1: 514,679 shares; 2025Q2: 560,364 shares; 2025Q3: 552,977 shares; 2025Q4: 550,302 shares; 2026Q1: 364,806 shares; 2026Q2: 282,809 shares 282,809 $16M 0.05% -81,997 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,892 shares; 2024Q4: 214,803 shares; 2025Q1: 251,789 shares; 2025Q2: 220,557 shares; 2025Q3: 249,167 shares; 2025Q4: 253,856 shares; 2026Q1: 270,283 shares; 2026Q2: 242,705 shares 242,705 $15.9M 0.05% -27,578 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,039 shares; 2026Q1: 60,101 shares; 2026Q2: 78,487 shares 78,487 $15.8M 0.05% +18,386 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,754 shares; 2024Q4: 45,855 shares; 2025Q1: 49,750 shares; 2025Q2: 55,885 shares; 2025Q3: 64,158 shares; 2025Q4: 86,793 shares; 2026Q1: 107,812 shares; 2026Q2: 160,130 shares 160,130 $15.7M 0.05% +52,318 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,301 shares; 2024Q4: 50,772 shares; 2025Q1: 31,322 shares; 2025Q2: 34,065 shares; 2025Q3: 69,288 shares; 2025Q4: 53,679 shares; 2026Q1: 62,642 shares; 2026Q2: 61,376 shares 61,376 $15.7M 0.05% -1,266 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,575 shares; 2024Q4: 172,742 shares; 2025Q1: 195,966 shares; 2025Q2: 207,872 shares; 2025Q3: 243,232 shares; 2025Q4: 262,391 shares; 2026Q1: 271,655 shares; 2026Q2: 314,954 shares 314,954 $15.7M 0.05% +43,299 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,966 shares; 2024Q4: 25,907 shares; 2025Q1: 26,944 shares; 2025Q2: 23,389 shares; 2025Q3: 21,336 shares; 2025Q4: 21,968 shares; 2026Q1: 368,535 shares; 2026Q2: 341,451 shares 341,451 $15.6M 0.05% -27,084 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,893 shares; 2024Q4: 223,704 shares; 2025Q1: 213,355 shares; 2025Q2: 217,392 shares; 2025Q3: 203,639 shares; 2025Q4: 365,620 shares; 2026Q1: 352,233 shares; 2026Q2: 350,340 shares 350,340 $15.5M 0.05% -1,893 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903,642 shares; 2024Q4: 925,859 shares; 2025Q1: 624,003 shares; 2025Q2: 582,730 shares; 2025Q3: 339,186 shares; 2025Q4: 428,828 shares; 2026Q1: 325,733 shares; 2026Q2: 306,185 shares 306,185 $15.5M 0.05% -19,548 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,019 shares; 2024Q4: 128,111 shares; 2025Q1: 196,964 shares; 2025Q2: 122,731 shares; 2025Q3: 115,395 shares; 2025Q4: 126,072 shares; 2026Q1: 145,726 shares; 2026Q2: 121,201 shares 121,201 $15.5M 0.05% -24,525 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,657 shares; 2024Q4: 18,821 shares; 2025Q1: 20,193 shares; 2025Q2: 22,476 shares; 2025Q3: 18,977 shares; 2025Q4: 20,777 shares; 2026Q1: 57,845 shares; 2026Q2: 57,557 shares 57,557 $15.5M 0.05% -288 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,013 shares; 2024Q4: 266,249 shares; 2025Q1: 85,621 shares; 2025Q2: 86,359 shares; 2025Q3: 251,566 shares; 2025Q4: 282,795 shares; 2026Q1: 308,026 shares; 2026Q2: 244,329 shares 244,329 $15.4M 0.05% -63,697 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,300 shares; 2024Q4: 257,453 shares; 2025Q1: 270,571 shares; 2025Q2: 271,845 shares; 2025Q3: 279,610 shares; 2025Q4: 291,187 shares; 2026Q1: 328,857 shares; 2026Q2: 258,829 shares 258,829 $15.2M 0.05% -70,028 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,466 shares; 2024Q4: 191,422 shares; 2025Q1: 235,597 shares; 2025Q2: 234,894 shares; 2025Q3: 246,566 shares; 2025Q4: 271,343 shares; 2026Q1: 260,475 shares; 2026Q2: 305,911 shares 305,911 $15.2M 0.05% +45,436 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,904 shares; 2024Q4: 65,494 shares; 2025Q1: 74,245 shares; 2025Q2: 90,636 shares; 2025Q3: 95,888 shares; 2025Q4: 107,306 shares; 2026Q1: 98,431 shares; 2026Q2: 100,470 shares 100,470 $15.2M 0.05% +2,039 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,371 shares; 2024Q4: 55,087 shares; 2025Q1: 55,437 shares; 2025Q2: 64,244 shares; 2025Q3: 63,261 shares; 2025Q4: 64,683 shares; 2026Q1: 67,334 shares; 2026Q2: 67,620 shares 67,620 $15.2M 0.05% +286 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477,125 shares; 2024Q4: 579,550 shares; 2025Q1: 378,559 shares; 2025Q2: 379,415 shares; 2025Q3: 269,017 shares; 2025Q4: 256,179 shares; 2026Q1: 348,782 shares; 2026Q2: 289,170 shares 289,170 $15.1M 0.05% -59,612 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,898 shares; 2024Q4: 176,242 shares; 2025Q1: 178,003 shares; 2025Q2: 180,569 shares; 2025Q3: 173,711 shares; 2025Q4: 172,230 shares; 2026Q1: 175,447 shares; 2026Q2: 196,419 shares 196,419 $15.1M 0.05% +20,972 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,985 shares; 2024Q4: 236,423 shares; 2025Q1: 154,042 shares; 2025Q2: 187,096 shares; 2025Q3: 284,585 shares; 2025Q4: 288,742 shares; 2026Q1: 307,211 shares; 2026Q2: 257,878 shares 257,878 $14.9M 0.05% -49,333 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,600 shares; 2024Q4: 23,576 shares; 2025Q1: 23,412 shares; 2025Q2: 24,283 shares; 2025Q3: 21,643 shares; 2025Q4: 20,532 shares; 2026Q1: 23,691 shares; 2026Q2: 15,397 shares 15,397 $14.9M 0.05% -8,294 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,974 shares; 2024Q4: 36,505 shares; 2025Q1: 72,853 shares; 2025Q2: 157,902 shares; 2025Q3: 183,137 shares; 2025Q4: 206,047 shares; 2026Q1: 223,414 shares; 2026Q2: 279,801 shares 279,801 $14.9M 0.05% +56,387 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,095 shares; 2024Q4: 56,107 shares; 2025Q1: 56,691 shares; 2025Q2: 56,333 shares; 2025Q3: 58,062 shares; 2025Q4: 167,997 shares; 2026Q1: 267,802 shares; 2026Q2: 306,494 shares 306,494 $14.8M 0.05% +38,692 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,493 shares; 2024Q4: 19,226 shares; 2025Q1: 18,403 shares; 2025Q2: 19,769 shares; 2025Q3: 20,003 shares; 2025Q4: 18,946 shares; 2026Q1: 15,553 shares; 2026Q2: 44,550 shares 44,550 $14.8M 0.05% +28,997 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,861 shares; 2024Q4: 171,014 shares; 2025Q1: 175,919 shares; 2025Q2: 217,705 shares; 2025Q3: 216,643 shares; 2025Q4: 226,388 shares; 2026Q1: 215,633 shares; 2026Q2: 244,202 shares 244,202 $14.7M 0.05% +28,569 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769,316 shares; 2024Q4: 255,644 shares; 2025Q1: 245,006 shares; 2025Q2: 231,508 shares; 2025Q3: 372,649 shares; 2025Q4: 271,015 shares; 2026Q1: 258,394 shares; 2026Q2: 600,095 shares 600,095 $14.7M 0.05% +341,701 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,050 shares; 2024Q4: 106,954 shares; 2025Q1: 101,726 shares; 2025Q2: 96,318 shares; 2025Q3: 95,123 shares; 2025Q4: 97,611 shares; 2026Q1: 102,835 shares; 2026Q2: 99,253 shares 99,253 $14.7M 0.05% -3,582 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,366 shares; 2025Q3: 52,125 shares; 2025Q4: 133,438 shares; 2026Q1: 142,531 shares; 2026Q2: 143,973 shares 143,973 $14.6M 0.05% +1,442 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,834 shares; 2024Q4: 42,143 shares; 2025Q1: 36,218 shares; 2025Q2: 36,254 shares; 2025Q3: 32,799 shares; 2025Q4: 46,050 shares; 2026Q1: 50,711 shares; 2026Q2: 46,639 shares 46,639 $14.6M 0.05% -4,072 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,802 shares; 2025Q1: 20,933 shares; 2025Q2: 26,038 shares; 2025Q3: 32,011 shares; 2025Q4: 443,742 shares; 2026Q1: 457,911 shares; 2026Q2: 876,869 shares 876,869 $14.6M 0.05% +418,958 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,661 shares; 2024Q4: 244,495 shares; 2025Q1: 234,717 shares; 2025Q2: 245,610 shares; 2025Q3: 243,103 shares; 2025Q4: 259,742 shares; 2026Q1: 259,453 shares; 2026Q2: 248,996 shares 248,996 $14.5M 0.05% -10,457 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,432 shares; 2025Q3: not reported; 2025Q4: 87,495 shares; 2026Q1: 110,151 shares; 2026Q2: 449,822 shares 449,822 $14.4M 0.05% +339,671 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,566 shares; 2024Q4: 139,330 shares; 2025Q1: 145,835 shares; 2025Q2: 152,462 shares; 2025Q3: 169,582 shares; 2025Q4: 163,287 shares; 2026Q1: 184,356 shares; 2026Q2: 173,097 shares 173,097 $14.4M 0.05% -11,259 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,054 shares; 2024Q4: 434,887 shares; 2025Q1: 351,130 shares; 2025Q2: 309,059 shares; 2025Q3: 203,059 shares; 2025Q4: 192,954 shares; 2026Q1: 211,057 shares; 2026Q2: 189,849 shares 189,849 $14.3M 0.05% -21,208 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,379 shares; 2024Q4: 58,386 shares; 2025Q1: 57,074 shares; 2025Q2: 58,682 shares; 2025Q3: 70,723 shares; 2025Q4: 78,410 shares; 2026Q1: 113,424 shares; 2026Q2: 275,902 shares 275,902 $14.3M 0.05% +162,478 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,225 shares; 2024Q4: 148,632 shares; 2025Q1: 148,413 shares; 2025Q2: 140,036 shares; 2025Q3: 151,563 shares; 2025Q4: 155,492 shares; 2026Q1: 281,002 shares; 2026Q2: 300,517 shares 300,517 $14.3M 0.05% +19,515 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,775 shares; 2024Q4: 86,765 shares; 2025Q1: 90,178 shares; 2025Q2: 70,193 shares; 2025Q3: 65,661 shares; 2025Q4: 69,802 shares; 2026Q1: 73,257 shares; 2026Q2: 74,747 shares 74,747 $14.2M 0.05% +1,490 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,286 shares; 2024Q4: 17,471 shares; 2025Q1: 19,802 shares; 2025Q2: 18,843 shares; 2025Q3: 26,856 shares; 2025Q4: 27,284 shares; 2026Q1: 28,153 shares; 2026Q2: 28,567 shares 28,567 $14.1M 0.05% +414 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,125 shares; 2024Q4: 57,991 shares; 2025Q1: 79,878 shares; 2025Q2: 119,012 shares; 2025Q3: 197,718 shares; 2025Q4: 341,474 shares; 2026Q1: 373,761 shares; 2026Q2: 285,037 shares 285,037 $14.1M 0.05% -88,724 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,823 shares; 2024Q4: 250,128 shares; 2025Q1: 256,291 shares; 2025Q2: 249,274 shares; 2025Q3: 233,254 shares; 2025Q4: 291,215 shares; 2026Q1: 161,403 shares; 2026Q2: 176,555 shares 176,555 $14.1M 0.05% +15,152 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,837 shares; 2024Q4: 42,625 shares; 2025Q1: 35,041 shares; 2025Q2: 41,581 shares; 2025Q3: 47,488 shares; 2025Q4: 58,378 shares; 2026Q1: 84,646 shares; 2026Q2: 139,776 shares 139,776 $14.1M 0.05% +55,130 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,963 shares; 2024Q4: 78,505 shares; 2025Q1: 53,632 shares; 2025Q2: 87,074 shares; 2025Q3: 82,316 shares; 2025Q4: 187,071 shares; 2026Q1: 224,108 shares; 2026Q2: 599,927 shares 599,927 $14.1M 0.05% +375,819 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,934 shares; 2024Q4: 204,849 shares; 2025Q1: 220,061 shares; 2025Q2: 259,579 shares; 2025Q3: 217,339 shares; 2025Q4: 240,905 shares; 2026Q1: 357,600 shares; 2026Q2: 296,823 shares 296,823 $14.1M 0.05% -60,777 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,250 shares; 2024Q4: 150,200 shares; 2025Q1: 116,921 shares; 2025Q2: 187,510 shares; 2025Q3: 179,736 shares; 2025Q4: 279,928 shares; 2026Q1: 275,075 shares; 2026Q2: 273,859 shares 273,859 $14M 0.05% -1,216 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,828 shares; 2024Q4: 290,989 shares; 2025Q1: 233,028 shares; 2025Q2: 256,865 shares; 2025Q3: 246,642 shares; 2025Q4: 232,424 shares; 2026Q1: 257,029 shares; 2026Q2: 254,112 shares 254,112 $14M 0.05% -2,917 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,205 shares; 2024Q4: 72,793 shares; 2025Q1: 66,104 shares; 2025Q2: 262,194 shares; 2025Q3: 312,658 shares; 2025Q4: 358,169 shares; 2026Q1: 317,837 shares; 2026Q2: 335,922 shares 335,922 $13.9M 0.04% +18,085 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324,019 shares; 2024Q4: 326,955 shares; 2025Q1: 314,802 shares; 2025Q2: 305,087 shares; 2025Q3: 327,740 shares; 2025Q4: 319,944 shares; 2026Q1: 354,994 shares; 2026Q2: 301,262 shares 301,262 $13.9M 0.04% -53,732 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,859 shares; 2024Q4: 227,461 shares; 2025Q1: 192,479 shares; 2025Q2: 194,258 shares; 2025Q3: 151,779 shares; 2025Q4: 155,631 shares; 2026Q1: 148,908 shares; 2026Q2: 327,187 shares 327,187 $13.8M 0.04% +178,279 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,641 shares; 2024Q4: 23,723 shares; 2025Q1: 53,829 shares; 2025Q2: 61,233 shares; 2025Q3: 148,820 shares; 2025Q4: 139,142 shares; 2026Q1: 137,792 shares; 2026Q2: 275,130 shares 275,130 $13.8M 0.04% +137,338 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,788 shares; 2025Q3: 87,444 shares; 2025Q4: 185,584 shares; 2026Q1: 222,131 shares; 2026Q2: 247,265 shares 247,265 $13.7M 0.04% +25,134 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,483 shares; 2024Q4: 3,536 shares; 2025Q1: 3,898 shares; 2025Q2: 4,479 shares; 2025Q3: 5,329 shares; 2025Q4: 5,687 shares; 2026Q1: 6,221 shares; 2026Q2: 6,870 shares 6,870 $13.6M 0.04% +649 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,479 shares; 2025Q3: 29,473 shares; 2025Q4: 40,646 shares; 2026Q1: 45,985 shares; 2026Q2: 49,067 shares 49,067 $13.6M 0.04% +3,082 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,718 shares; 2024Q4: 135,158 shares; 2025Q1: 119,701 shares; 2025Q2: 143,437 shares; 2025Q3: 166,425 shares; 2025Q4: 124,786 shares; 2026Q1: 164,878 shares; 2026Q2: 155,716 shares 155,716 $13.5M 0.04% -9,162 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,404 shares; 2024Q4: 153,229 shares; 2025Q1: 223,931 shares; 2025Q2: 223,158 shares; 2025Q3: 213,573 shares; 2025Q4: 179,441 shares; 2026Q1: 173,395 shares; 2026Q2: 539,711 shares 539,711 $13.5M 0.04% +366,316 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,776 shares; 2024Q4: 277,530 shares; 2025Q1: 285,360 shares; 2025Q2: 303,678 shares; 2025Q3: 315,731 shares; 2025Q4: 322,210 shares; 2026Q1: 334,878 shares; 2026Q2: 348,145 shares 348,145 $13.5M 0.04% +13,267 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62,606 shares; 2025Q1: 75,664 shares; 2025Q2: 58,270 shares; 2025Q3: 61,212 shares; 2025Q4: 35,727 shares; 2026Q1: 23,562 shares; 2026Q2: 266,379 shares 266,379 $13.3M 0.04% +242,817 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,168 shares; 2024Q4: 127,565 shares; 2025Q1: 152,418 shares; 2025Q2: 111,563 shares; 2025Q3: 156,687 shares; 2025Q4: 158,818 shares; 2026Q1: 247,302 shares; 2026Q2: 256,358 shares 256,358 $13.3M 0.04% +9,056 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630,794 shares; 2024Q4: 611,681 shares; 2025Q1: 629,161 shares; 2025Q2: 655,302 shares; 2025Q3: 649,245 shares; 2025Q4: 668,117 shares; 2026Q1: 715,431 shares; 2026Q2: 749,024 shares 749,024 $13.3M 0.04% +33,593 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,448 shares; 2024Q4: 233,269 shares; 2025Q1: 219,758 shares; 2025Q2: 206,935 shares; 2025Q3: 194,833 shares; 2025Q4: 196,317 shares; 2026Q1: 239,312 shares; 2026Q2: 229,499 shares 229,499 $13.2M 0.04% -9,813 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,946 shares; 2024Q4: 75,800 shares; 2025Q1: 71,849 shares; 2025Q2: 85,145 shares; 2025Q3: 80,369 shares; 2025Q4: 78,463 shares; 2026Q1: 81,541 shares; 2026Q2: 77,577 shares 77,577 $13.2M 0.04% -3,964 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,423 shares; 2024Q4: 38,309 shares; 2025Q1: 38,683 shares; 2025Q2: 37,717 shares; 2025Q3: 46,675 shares; 2025Q4: 33,870 shares; 2026Q1: 34,868 shares; 2026Q2: 38,470 shares 38,470 $13.1M 0.04% +3,602 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,139 shares; 2025Q4: 18,108 shares; 2026Q1: 128,846 shares; 2026Q2: 142,495 shares 142,495 $13.1M 0.04% +13,649 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,542 shares; 2025Q2: 17,201 shares; 2025Q3: 29,827 shares; 2025Q4: 71,581 shares; 2026Q1: 438,921 shares; 2026Q2: 505,492 shares 505,492 $13.1M 0.04% +66,571 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,117 shares; 2024Q4: 86,634 shares; 2025Q1: 75,051 shares; 2025Q2: 55,547 shares; 2025Q3: 58,630 shares; 2025Q4: 95,154 shares; 2026Q1: 98,061 shares; 2026Q2: 102,648 shares 102,648 $13M 0.04% +4,587 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,741 shares; 2024Q4: 17,022 shares; 2025Q1: 14,746 shares; 2025Q2: 15,078 shares; 2025Q3: 14,103 shares; 2025Q4: 15,698 shares; 2026Q1: 18,175 shares; 2026Q2: 176,599 shares 176,599 $12.9M 0.04% +158,424 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,506 shares; 2024Q4: 99,406 shares; 2025Q1: 107,142 shares; 2025Q2: 110,996 shares; 2025Q3: 123,380 shares; 2025Q4: 128,559 shares; 2026Q1: 148,142 shares; 2026Q2: 120,493 shares 120,493 $12.8M 0.04% -27,649 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,829 shares; 2024Q4: 341,143 shares; 2025Q1: 334,244 shares; 2025Q2: 331,289 shares; 2025Q3: 308,615 shares; 2025Q4: 300,717 shares; 2026Q1: 334,764 shares; 2026Q2: 294,514 shares 294,514 $12.7M 0.04% -40,250 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,626 shares; 2024Q4: 24,310 shares; 2025Q1: 21,693 shares; 2025Q2: 24,004 shares; 2025Q3: 22,991 shares; 2025Q4: 23,586 shares; 2026Q1: 26,934 shares; 2026Q2: 25,761 shares 25,761 $12.7M 0.04% -1,173 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 84,198 shares; 2025Q1: 88,000 shares; 2025Q2: 88,917 shares; 2025Q3: 103,009 shares; 2025Q4: 101,096 shares; 2026Q1: 101,327 shares; 2026Q2: 100,099 shares 100,099 $12.6M 0.04% -1,228 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,607 shares; 2024Q4: 171,522 shares; 2025Q1: 168,688 shares; 2025Q2: 171,168 shares; 2025Q3: 191,386 shares; 2025Q4: 224,423 shares; 2026Q1: 245,811 shares; 2026Q2: 297,786 shares 297,786 $12.6M 0.04% +51,975 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,167 shares; 2024Q4: 13,353 shares; 2025Q1: 11,150 shares; 2025Q2: 11,053 shares; 2025Q3: 19,890 shares; 2025Q4: 17,670 shares; 2026Q1: 24,381 shares; 2026Q2: 24,232 shares 24,232 $12.6M 0.04% -149 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,856 shares; 2025Q1: 213,783 shares; 2025Q2: 303,348 shares; 2025Q3: 322,965 shares; 2025Q4: 345,692 shares; 2026Q1: 507,186 shares; 2026Q2: 486,835 shares 486,835 $12.6M 0.04% -20,351 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,721 shares; 2024Q4: 135,563 shares; 2025Q1: 140,289 shares; 2025Q2: 190,758 shares; 2025Q3: 199,391 shares; 2025Q4: 230,807 shares; 2026Q1: 380,027 shares; 2026Q2: 341,097 shares 341,097 $12.5M 0.04% -38,930 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,587 shares; 2024Q4: 316,767 shares; 2025Q1: 422,240 shares; 2025Q2: 453,777 shares; 2025Q3: 510,406 shares; 2025Q4: 537,021 shares; 2026Q1: 571,903 shares; 2026Q2: 605,395 shares 605,395 $12.5M 0.04% +33,492 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,897 shares; 2024Q4: 56,022 shares; 2025Q1: 58,941 shares; 2025Q2: 58,848 shares; 2025Q3: 58,813 shares; 2025Q4: 59,534 shares; 2026Q1: 59,272 shares; 2026Q2: 69,602 shares 69,602 $12.4M 0.04% +10,330 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,116 shares; 2024Q4: 52,860 shares; 2025Q1: 74,938 shares; 2025Q2: 75,899 shares; 2025Q3: 77,390 shares; 2025Q4: 85,171 shares; 2026Q1: 104,956 shares; 2026Q2: 124,721 shares 124,721 $12.4M 0.04% +19,765 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,787 shares; 2025Q1: 6,222 shares; 2025Q2: 5,745 shares; 2025Q3: 11,486 shares; 2025Q4: 29,753 shares; 2026Q1: 35,224 shares; 2026Q2: 25,670 shares 25,670 $12.4M 0.04% -9,554 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,608 shares; 2024Q4: 38,345 shares; 2025Q1: 28,130 shares; 2025Q2: 30,924 shares; 2025Q3: 45,626 shares; 2025Q4: 56,422 shares; 2026Q1: 67,493 shares; 2026Q2: 69,913 shares 69,913 $12.3M 0.04% +2,420 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,301 shares; 2024Q4: 187,177 shares; 2025Q1: 206,588 shares; 2025Q2: 216,553 shares; 2025Q3: 209,216 shares; 2025Q4: 226,802 shares; 2026Q1: 226,060 shares; 2026Q2: 246,485 shares 246,485 $12.3M 0.04% +20,425 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,362 shares; 2024Q4: 101,666 shares; 2025Q1: 104,841 shares; 2025Q2: 105,263 shares; 2025Q3: 116,937 shares; 2025Q4: 176,594 shares; 2026Q1: 165,787 shares; 2026Q2: 167,368 shares 167,368 $12.3M 0.04% +1,581 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,029 shares; 2024Q4: 63,640 shares; 2025Q1: 80,724 shares; 2025Q2: 96,831 shares; 2025Q3: 92,856 shares; 2025Q4: 99,146 shares; 2026Q1: 101,580 shares; 2026Q2: 156,363 shares 156,363 $12.2M 0.04% +54,783 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,846 shares; 2024Q4: 147,925 shares; 2025Q1: 140,663 shares; 2025Q2: 153,455 shares; 2025Q3: 143,707 shares; 2025Q4: 149,756 shares; 2026Q1: 167,056 shares; 2026Q2: 161,023 shares 161,023 $12.2M 0.04% -6,033 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,273 shares; 2024Q4: 50,031 shares; 2025Q1: 50,019 shares; 2025Q2: 43,585 shares; 2025Q3: 46,913 shares; 2025Q4: 45,756 shares; 2026Q1: 75,358 shares; 2026Q2: 93,666 shares 93,666 $12.2M 0.04% +18,308 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,040 shares; 2024Q4: 480,404 shares; 2025Q1: 522,238 shares; 2025Q2: 522,902 shares; 2025Q3: 535,815 shares; 2025Q4: 562,490 shares; 2026Q1: 506,120 shares; 2026Q2: 487,466 shares 487,466 $12.1M 0.04% -18,654 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,203 shares; 2024Q4: 264,156 shares; 2025Q1: 294,792 shares; 2025Q2: 338,811 shares; 2025Q3: 300,029 shares; 2025Q4: 316,058 shares; 2026Q1: 477,772 shares; 2026Q2: 462,523 shares 462,523 $12.1M 0.04% -15,249 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,294 shares; 2024Q4: 152,441 shares; 2025Q1: 153,701 shares; 2025Q2: 154,408 shares; 2025Q3: 190,048 shares; 2025Q4: 196,289 shares; 2026Q1: 214,204 shares; 2026Q2: 193,745 shares 193,745 $12M 0.04% -20,459 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,602 shares; 2024Q4: 158,777 shares; 2025Q1: 207,205 shares; 2025Q2: 345,367 shares; 2025Q3: 397,382 shares; 2025Q4: 433,613 shares; 2026Q1: 522,516 shares; 2026Q2: 519,484 shares 519,484 $12M 0.04% -3,032 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,500 shares; 2026Q1: 568,187 shares; 2026Q2: 575,530 shares 575,530 $11.9M 0.04% +7,343 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,667 shares; 2024Q4: 7,366 shares; 2025Q1: 68,069 shares; 2025Q2: 125,236 shares; 2025Q3: 139,105 shares; 2025Q4: 148,298 shares; 2026Q1: 139,254 shares; 2026Q2: 127,054 shares 127,054 $11.9M 0.04% -12,200 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,187 shares; 2024Q4: 16,477 shares; 2025Q1: 16,558 shares; 2025Q2: 18,966 shares; 2025Q3: 21,771 shares; 2025Q4: 23,961 shares; 2026Q1: 43,193 shares; 2026Q2: 49,513 shares 49,513 $11.8M 0.04% +6,320 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,288 shares; 2024Q4: 129,834 shares; 2025Q1: 133,700 shares; 2025Q2: 111,348 shares; 2025Q3: 109,657 shares; 2025Q4: 114,120 shares; 2026Q1: 114,844 shares; 2026Q2: 110,146 shares 110,146 $11.8M 0.04% -4,698 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,227 shares; 2024Q4: 79,919 shares; 2025Q1: 73,476 shares; 2025Q2: 85,467 shares; 2025Q3: 86,764 shares; 2025Q4: 96,913 shares; 2026Q1: 103,926 shares; 2026Q2: 103,131 shares 103,131 $11.8M 0.04% -795 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,498 shares; 2024Q4: 11,281 shares; 2025Q1: 19,476 shares; 2025Q2: 8,844 shares; 2025Q3: 8,353 shares; 2025Q4: 8,868 shares; 2026Q1: 243,973 shares; 2026Q2: 257,523 shares 257,523 $11.8M 0.04% +13,550 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,750 shares; 2024Q4: 328,463 shares; 2025Q1: 322,675 shares; 2025Q2: 346,284 shares; 2025Q3: 328,722 shares; 2025Q4: 244,592 shares; 2026Q1: 200,461 shares; 2026Q2: 172,164 shares 172,164 $11.8M 0.04% -28,297 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,230 shares; 2024Q4: 169,098 shares; 2025Q1: 150,696 shares; 2025Q2: 164,073 shares; 2025Q3: 160,182 shares; 2025Q4: 163,108 shares; 2026Q1: 166,444 shares; 2026Q2: 168,719 shares 168,719 $11.7M 0.04% +2,275 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,337 shares; 2024Q4: 167,899 shares; 2025Q1: 216,575 shares; 2025Q2: 322,492 shares; 2025Q3: 378,433 shares; 2025Q4: 470,955 shares; 2026Q1: 485,942 shares; 2026Q2: 191,225 shares 191,225 $11.7M 0.04% -294,717 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,044 shares; 2024Q4: 105,708 shares; 2025Q1: 98,241 shares; 2025Q2: 109,442 shares; 2025Q3: 108,591 shares; 2025Q4: 117,811 shares; 2026Q1: 119,863 shares; 2026Q2: 122,394 shares 122,394 $11.7M 0.04% +2,531 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,176 shares; 2024Q4: 38,742 shares; 2025Q1: 38,278 shares; 2025Q2: 38,510 shares; 2025Q3: 38,745 shares; 2025Q4: 39,910 shares; 2026Q1: 43,439 shares; 2026Q2: 43,213 shares 43,213 $11.7M 0.04% -226 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,674 shares; 2024Q4: 9,136 shares; 2025Q1: 10,237 shares; 2025Q2: 10,115 shares; 2025Q3: 12,244 shares; 2025Q4: 13,941 shares; 2026Q1: 10,262 shares; 2026Q2: 18,053 shares 18,053 $11.5M 0.04% +7,791 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,958 shares; 2024Q4: 50,468 shares; 2025Q1: 46,748 shares; 2025Q2: 43,800 shares; 2025Q3: 43,804 shares; 2025Q4: 43,394 shares; 2026Q1: 38,396 shares; 2026Q2: 92,555 shares 92,555 $11.5M 0.04% +54,159 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,326 shares; 2024Q4: 68,191 shares; 2025Q1: 73,561 shares; 2025Q2: 82,248 shares; 2025Q3: 82,608 shares; 2025Q4: 122,035 shares; 2026Q1: 130,447 shares; 2026Q2: 125,386 shares 125,386 $11.5M 0.04% -5,061 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,743 shares; 2024Q4: 269,854 shares; 2025Q1: 257,248 shares; 2025Q2: 272,664 shares; 2025Q3: 236,501 shares; 2025Q4: 264,368 shares; 2026Q1: 315,262 shares; 2026Q2: 250,338 shares 250,338 $11.5M 0.04% -64,924 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,824 shares; 2024Q4: 43,121 shares; 2025Q1: 44,092 shares; 2025Q2: 49,086 shares; 2025Q3: 53,403 shares; 2025Q4: 72,754 shares; 2026Q1: 103,173 shares; 2026Q2: 107,608 shares 107,608 $11.5M 0.04% +4,435 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,975 shares; 2025Q4: 2,741 shares; 2026Q1: 3,666 shares; 2026Q2: 4,996 shares 4,996 $11.4M 0.04% +1,330 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,640 shares; 2024Q4: 41,969 shares; 2025Q1: 42,778 shares; 2025Q2: 47,602 shares; 2025Q3: 45,913 shares; 2025Q4: 101,891 shares; 2026Q1: 117,073 shares; 2026Q2: 117,549 shares 117,549 $11.4M 0.04% +476 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,479 shares; 2024Q4: 301,660 shares; 2025Q1: 254,655 shares; 2025Q2: 266,765 shares; 2025Q3: 260,807 shares; 2025Q4: 265,517 shares; 2026Q1: 269,281 shares; 2026Q2: 271,963 shares 271,963 $11.3M 0.04% +2,682 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,880 shares; 2025Q1: 73,301 shares; 2025Q2: 91,885 shares; 2025Q3: 99,624 shares; 2025Q4: 100,322 shares; 2026Q1: 110,349 shares; 2026Q2: 140,979 shares 140,979 $11.3M 0.04% +30,630 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,973 shares; 2024Q4: 147,101 shares; 2025Q1: 149,188 shares; 2025Q2: 178,389 shares; 2025Q3: 198,677 shares; 2025Q4: 196,303 shares; 2026Q1: 147,059 shares; 2026Q2: 145,218 shares 145,218 $11.3M 0.04% -1,841 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,637 shares; 2024Q4: 83,019 shares; 2025Q1: 80,472 shares; 2025Q2: 81,260 shares; 2025Q3: 74,329 shares; 2025Q4: 68,330 shares; 2026Q1: 79,173 shares; 2026Q2: 69,012 shares 69,012 $11.3M 0.04% -10,161 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523,188 shares; 2024Q4: 97,284 shares; 2025Q1: 164,372 shares; 2025Q2: 176,357 shares; 2025Q3: 197,733 shares; 2025Q4: 237,178 shares; 2026Q1: 251,676 shares; 2026Q2: 241,724 shares 241,724 $11.3M 0.04% -9,952 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,137 shares; 2024Q4: 75,287 shares; 2025Q1: 83,986 shares; 2025Q2: 86,478 shares; 2025Q3: 104,516 shares; 2025Q4: 126,180 shares; 2026Q1: 197,769 shares; 2026Q2: 199,045 shares 199,045 $11.2M 0.04% +1,276 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,553 shares; 2024Q4: 47,211 shares; 2025Q1: 66,949 shares; 2025Q2: 69,875 shares; 2025Q3: 78,045 shares; 2025Q4: 283,778 shares; 2026Q1: 285,658 shares; 2026Q2: 282,294 shares 282,294 $11.2M 0.04% -3,364 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,165 shares; 2024Q4: 319,755 shares; 2025Q1: 291,151 shares; 2025Q2: 163,451 shares; 2025Q3: 202,460 shares; 2025Q4: 206,524 shares; 2026Q1: 139,037 shares; 2026Q2: 278,280 shares 278,280 $11.2M 0.04% +139,243 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,256 shares; 2024Q4: 319,282 shares; 2025Q1: 348,852 shares; 2025Q2: 304,525 shares; 2025Q3: 289,734 shares; 2025Q4: 315,391 shares; 2026Q1: 324,247 shares; 2026Q2: 324,994 shares 324,994 $11.1M 0.04% +747 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,371 shares; 2024Q4: 25,853 shares; 2025Q1: 19,663 shares; 2025Q2: 19,450 shares; 2025Q3: 16,117 shares; 2025Q4: 21,625 shares; 2026Q1: 33,443 shares; 2026Q2: 96,851 shares 96,851 $11.1M 0.04% +63,408 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,464,047 shares 1,464,047 $11M 0.04% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,172 shares; 2024Q4: 56,503 shares; 2025Q1: 52,898 shares; 2025Q2: 52,924 shares; 2025Q3: 219,786 shares; 2025Q4: 275,076 shares; 2026Q1: 259,711 shares; 2026Q2: 281,056 shares 281,056 $11M 0.04% +21,345 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,188 shares; 2024Q4: 109,600 shares; 2025Q1: 163,040 shares; 2025Q2: 177,015 shares; 2025Q3: 136,086 shares; 2025Q4: 125,786 shares; 2026Q1: 325,735 shares; 2026Q2: 225,284 shares 225,284 $11M 0.04% -100,451 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,369 shares; 2024Q4: 98,649 shares; 2025Q1: 99,359 shares; 2025Q2: 98,710 shares; 2025Q3: 106,375 shares; 2025Q4: 107,399 shares; 2026Q1: 113,269 shares; 2026Q2: 117,873 shares 117,873 $11M 0.04% +4,604 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,669 shares; 2024Q4: 313,805 shares; 2025Q1: 431,950 shares; 2025Q2: 444,967 shares; 2025Q3: 452,660 shares; 2025Q4: 235,073 shares; 2026Q1: 274,010 shares; 2026Q2: 268,651 shares 268,651 $10.9M 0.04% -5,359 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,119 shares; 2024Q4: 422,859 shares; 2025Q1: 298,103 shares; 2025Q2: 306,705 shares; 2025Q3: 297,282 shares; 2025Q4: 296,753 shares; 2026Q1: 286,224 shares; 2026Q2: 245,183 shares 245,183 $10.9M 0.04% -41,041 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,460 shares; 2024Q4: 188,633 shares; 2025Q1: 201,485 shares; 2025Q2: 142,308 shares; 2025Q3: 142,205 shares; 2025Q4: 178,043 shares; 2026Q1: 187,239 shares; 2026Q2: 260,398 shares 260,398 $10.9M 0.04% +73,159 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,915 shares; 2024Q4: 39,087 shares; 2025Q1: 43,979 shares; 2025Q2: 43,293 shares; 2025Q3: 41,005 shares; 2025Q4: 51,757 shares; 2026Q1: 64,539 shares; 2026Q2: 98,973 shares 98,973 $10.9M 0.04% +34,434 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,362 shares; 2024Q4: 20,702 shares; 2025Q1: 18,178 shares; 2025Q2: 16,898 shares; 2025Q3: 18,834 shares; 2025Q4: 19,612 shares; 2026Q1: 19,482 shares; 2026Q2: 21,270 shares 21,270 $10.8M 0.03% +1,788 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,476 shares; 2026Q2: 353,257 shares 353,257 $10.8M 0.03% +342,781 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,297 shares; 2024Q4: 297,398 shares; 2025Q1: 278,658 shares; 2025Q2: 260,462 shares; 2025Q3: 260,682 shares; 2025Q4: 276,946 shares; 2026Q1: 293,761 shares; 2026Q2: 263,535 shares 263,535 $10.8M 0.03% -30,226 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,134 shares; 2024Q4: 187,649 shares; 2025Q1: 192,188 shares; 2025Q2: 72,545 shares; 2025Q3: 78,348 shares; 2025Q4: 77,347 shares; 2026Q1: 73,929 shares; 2026Q2: 73,328 shares 73,328 $10.7M 0.03% -601 Timeline