AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082,414 shares; 2024Q4: 995,754 shares; 2025Q1: 1,014,179 shares; 2025Q2: 1,040,774 shares; 2025Q3: 1,039,446 shares; 2025Q4: 1,043,828 shares; 2026Q1: 1,062,035 shares; 2026Q2: 1,021,202 shares 1,021,202 $295M 3.25% -40,833 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: 1,422,432 shares; 2024Q4: 1,375,717 shares; 2025Q1: 1,415,635 shares; 2025Q2: 1,499,270 shares; 2025Q3: 1,503,491 shares; 2025Q4: 1,531,952 shares; 2026Q1: 1,475,892 shares; 2026Q2: 1,455,599 shares 1,455,599 $291M 3.2% -20,293 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: 681,094 shares; 2024Q4: 685,864 shares; 2025Q1: 723,643 shares; 2025Q2: 756,419 shares; 2025Q3: 806,609 shares; 2025Q4: 783,692 shares; 2026Q1: 775,545 shares; 2026Q2: 763,107 shares 763,107 $182M 2% -12,438 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: 400,390 shares; 2024Q4: 397,480 shares; 2025Q1: 416,540 shares; 2025Q2: 435,848 shares; 2025Q3: 432,313 shares; 2025Q4: 441,100 shares; 2026Q1: 435,688 shares; 2026Q2: 436,038 shares 436,038 $156M 1.71% +350 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: 274,059 shares; 2024Q4: 325,635 shares; 2025Q1: 344,667 shares; 2025Q2: 352,326 shares; 2025Q3: 349,211 shares; 2025Q4: 364,798 shares; 2026Q1: 387,641 shares; 2026Q2: 390,062 shares 390,062 $146M 1.6% +2,421 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: 155,870 shares; 2024Q4: 161,464 shares; 2025Q1: 170,009 shares; 2025Q2: 181,040 shares; 2025Q3: 175,580 shares; 2025Q4: 170,152 shares; 2026Q1: 178,861 shares; 2026Q2: 172,540 shares 172,540 $127M 1.4% -6,321 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: 297,729 shares; 2024Q4: 304,470 shares; 2025Q1: 307,928 shares; 2025Q2: 309,708 shares; 2025Q3: 309,136 shares; 2025Q4: 315,624 shares; 2026Q1: 345,829 shares; 2026Q2: 325,397 shares 325,397 $107M 1.17% -20,432 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: 66,438 shares; 2024Q4: 71,716 shares; 2025Q1: 75,975 shares; 2025Q2: 78,976 shares; 2025Q3: 88,630 shares; 2025Q4: 94,775 shares; 2026Q1: 91,948 shares; 2026Q2: 84,889 shares 84,889 $98M 1.08% -7,059 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: 326,125 shares; 2024Q4: 357,306 shares; 2025Q1: 377,996 shares; 2025Q2: 378,676 shares; 2025Q3: 389,028 shares; 2025Q4: 402,563 shares; 2026Q1: 422,508 shares; 2026Q2: 432,511 shares 432,511 $94.3M 1.04% +10,003 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: 144,545 shares; 2024Q4: 155,499 shares; 2025Q1: 158,506 shares; 2025Q2: 165,498 shares; 2025Q3: 163,036 shares; 2025Q4: 166,796 shares; 2026Q1: 169,980 shares; 2026Q2: 1,048,954 shares 1,048,954 $90.4M 0.99% +878,974 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: 91,394 shares; 2024Q4: 94,335 shares; 2025Q1: 101,762 shares; 2025Q2: 110,165 shares; 2025Q3: 113,252 shares; 2025Q4: 112,418 shares; 2026Q1: 122,932 shares; 2026Q2: 119,662 shares 119,662 $89.4M 0.98% -3,270 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: 83,468 shares; 2024Q4: 90,800 shares; 2025Q1: 92,677 shares; 2025Q2: 119,894 shares; 2025Q3: 104,718 shares; 2025Q4: 105,833 shares; 2026Q1: 118,547 shares; 2026Q2: 115,097 shares 115,097 $86.2M 0.95% -3,450 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: 214,258 shares; 2024Q4: 215,009 shares; 2025Q1: 213,655 shares; 2025Q2: 218,315 shares; 2025Q3: 212,387 shares; 2025Q4: 216,202 shares; 2026Q1: 231,330 shares; 2026Q2: 225,708 shares 225,708 $85.3M 0.94% -5,622 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: 174,542 shares; 2024Q4: 174,794 shares; 2025Q1: 176,178 shares; 2025Q2: 184,461 shares; 2025Q3: 183,432 shares; 2025Q4: 179,906 shares; 2026Q1: 174,339 shares; 2026Q2: 159,631 shares 159,631 $79.9M 0.88% -14,708 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: 128,386 shares; 2024Q4: 123,706 shares; 2025Q1: 108,363 shares; 2025Q2: 102,566 shares; 2025Q3: 103,094 shares; 2025Q4: 103,022 shares; 2026Q1: 107,097 shares; 2026Q2: 115,609 shares 115,609 $79.4M 0.87% +8,512 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: 227,689 shares; 2024Q4: 231,554 shares; 2025Q1: 235,715 shares; 2025Q2: 243,123 shares; 2025Q3: 239,721 shares; 2025Q4: 236,514 shares; 2026Q1: 233,880 shares; 2026Q2: 222,603 shares 222,603 $78.7M 0.87% -11,277 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: 692,072 shares; 2024Q4: 660,029 shares; 2025Q1: 668,528 shares; 2025Q2: 848,500 shares; 2025Q3: 860,827 shares; 2025Q4: 881,129 shares; 2026Q1: 935,616 shares; 2026Q2: 961,997 shares 961,997 $78M 0.86% +26,381 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: 173,543 shares; 2024Q4: 168,949 shares; 2025Q1: 176,034 shares; 2025Q2: 179,033 shares; 2025Q3: 178,566 shares; 2025Q4: 178,324 shares; 2026Q1: 177,956 shares; 2026Q2: 184,231 shares 184,231 $77.5M 0.85% +6,275 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: 60,811 shares; 2024Q4: 61,626 shares; 2025Q1: 62,101 shares; 2025Q2: 67,104 shares; 2025Q3: 68,666 shares; 2025Q4: 74,734 shares; 2026Q1: 79,754 shares; 2026Q2: 78,463 shares 78,463 $73.4M 0.81% -1,291 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: 1,680,756 shares; 2024Q4: 1,857,220 shares; 2025Q1: 1,895,124 shares; 2025Q2: 1,910,379 shares; 2025Q3: 1,926,268 shares; 2025Q4: 1,968,773 shares; 2026Q1: 2,001,554 shares; 2026Q2: 1,856,317 shares 1,856,317 $67.8M 0.75% -145,237 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: 134,175 shares; 2024Q4: 107,112 shares; 2025Q1: 112,067 shares; 2025Q2: 116,511 shares; 2025Q3: 121,135 shares; 2025Q4: 128,995 shares; 2026Q1: 119,715 shares; 2026Q2: 120,141 shares 120,141 $67.7M 0.74% +426 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: 32,968 shares; 2024Q4: 39,354 shares; 2025Q1: 44,072 shares; 2025Q2: 48,936 shares; 2025Q3: 51,636 shares; 2025Q4: 51,525 shares; 2026Q1: 54,306 shares; 2026Q2: 56,415 shares 56,415 $67.7M 0.74% +2,109 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: 166,643 shares; 2024Q4: 175,903 shares; 2025Q1: 181,370 shares; 2025Q2: 187,951 shares; 2025Q3: 188,796 shares; 2025Q4: 193,237 shares; 2026Q1: 198,162 shares; 2026Q2: 193,900 shares 193,900 $66.5M 0.73% -4,262 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: 595,011 shares; 2024Q4: 635,422 shares; 2025Q1: 637,948 shares; 2025Q2: 612,978 shares; 2025Q3: 612,892 shares; 2025Q4: 621,290 shares; 2026Q1: 629,384 shares; 2026Q2: 614,723 shares 614,723 $60.8M 0.67% -14,661 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: 93,033 shares; 2024Q4: 99,752 shares; 2025Q1: 103,710 shares; 2025Q2: 100,535 shares; 2025Q3: 96,582 shares; 2025Q4: 104,269 shares; 2026Q1: 118,246 shares; 2026Q2: 488,684 shares 488,684 $60.7M 0.67% +370,438 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: 70,023 shares; 2024Q4: 90,994 shares; 2025Q1: 79,351 shares; 2025Q2: 165,245 shares; 2025Q3: 166,559 shares; 2025Q4: 189,623 shares; 2026Q1: 219,860 shares; 2026Q2: 229,113 shares 229,113 $55.5M 0.61% +9,253 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: 329,981 shares; 2024Q4: 350,956 shares; 2025Q1: 363,477 shares; 2025Q2: 375,373 shares; 2025Q3: 387,571 shares; 2025Q4: 400,791 shares; 2026Q1: 447,709 shares; 2026Q2: 418,135 shares 418,135 $49.8M 0.55% -29,574 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: 88,507 shares; 2024Q4: 84,085 shares; 2025Q1: 88,745 shares; 2025Q2: 90,765 shares; 2025Q3: 94,182 shares; 2025Q4: 100,868 shares; 2026Q1: 103,018 shares; 2026Q2: 84,411 shares 84,411 $49M 0.54% -18,607 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: 344,535 shares; 2024Q4: 378,774 shares; 2025Q1: 387,571 shares; 2025Q2: 407,403 shares; 2025Q3: 431,980 shares; 2025Q4: 439,946 shares; 2026Q1: 426,647 shares; 2026Q2: 405,349 shares 405,349 $45.9M 0.51% -21,298 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: 139,267 shares; 2024Q4: 148,102 shares; 2025Q1: 153,525 shares; 2025Q2: 163,704 shares; 2025Q3: 171,091 shares; 2025Q4: 171,920 shares; 2026Q1: 177,186 shares; 2026Q2: 180,625 shares 180,625 $45.5M 0.5% +3,439 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: 148,883 shares; 2024Q4: 152,435 shares; 2025Q1: 154,832 shares; 2025Q2: 162,540 shares; 2025Q3: 164,233 shares; 2025Q4: 164,867 shares; 2026Q1: 156,757 shares; 2026Q2: 153,748 shares 153,748 $44.7M 0.49% -3,009 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: 314,328 shares; 2024Q4: 328,899 shares; 2025Q1: 356,713 shares; 2025Q2: 384,309 shares; 2025Q3: 379,363 shares; 2025Q4: 396,467 shares; 2026Q1: 444,614 shares; 2026Q2: 448,670 shares 448,670 $43.3M 0.48% +4,056 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: 351,054 shares; 2024Q4: 352,064 shares; 2025Q1: 349,421 shares; 2025Q2: 361,812 shares; 2025Q3: 359,602 shares; 2025Q4: 343,824 shares; 2026Q1: 356,101 shares; 2026Q2: 357,894 shares 357,894 $42M 0.46% +1,793 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: 80,810 shares; 2024Q4: 95,186 shares; 2025Q1: 101,016 shares; 2025Q2: 111,814 shares; 2025Q3: 113,617 shares; 2025Q4: 116,471 shares; 2026Q1: 117,118 shares; 2026Q2: 116,925 shares 116,925 $41.2M 0.45% -193 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: 299,869 shares; 2024Q4: 345,749 shares; 2025Q1: 385,334 shares; 2025Q2: 501,329 shares; 2025Q3: 638,175 shares; 2025Q4: 737,930 shares; 2026Q1: 773,695 shares; 2026Q2: 830,959 shares 830,959 $40.9M 0.45% +57,264 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: 155,367 shares; 2024Q4: 173,056 shares; 2025Q1: 224,895 shares; 2025Q2: 228,650 shares; 2025Q3: 243,393 shares; 2025Q4: 250,540 shares; 2026Q1: 270,711 shares; 2026Q2: 294,758 shares 294,758 $40.5M 0.45% +24,047 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: 431,996 shares; 2024Q4: 479,787 shares; 2025Q1: 525,985 shares; 2025Q2: 530,796 shares; 2025Q3: 528,911 shares; 2025Q4: 552,635 shares; 2026Q1: 570,327 shares; 2026Q2: 567,803 shares 567,803 $40.5M 0.45% -2,524 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: 870,257 shares; 2024Q4: 906,331 shares; 2025Q1: 1,001,303 shares; 2025Q2: 1,088,632 shares; 2025Q3: 849,034 shares; 2025Q4: 847,378 shares; 2026Q1: 810,901 shares; 2026Q2: 800,627 shares 800,627 $40.3M 0.44% -10,274 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: 45,729 shares; 2024Q4: 52,918 shares; 2025Q1: 53,816 shares; 2025Q2: 57,007 shares; 2025Q3: 56,807 shares; 2025Q4: 55,265 shares; 2026Q1: 51,123 shares; 2026Q2: 52,444 shares 52,444 $40M 0.44% +1,321 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: 157,070 shares; 2024Q4: 174,698 shares; 2025Q1: 189,785 shares; 2025Q2: 200,444 shares; 2025Q3: 198,795 shares; 2025Q4: 205,010 shares; 2026Q1: 208,954 shares; 2026Q2: 209,248 shares 209,248 $39.7M 0.44% +294 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: 32,483 shares; 2024Q4: 45,239 shares; 2025Q1: 47,068 shares; 2025Q2: 48,664 shares; 2025Q3: 43,229 shares; 2025Q4: 41,320 shares; 2026Q1: 39,023 shares; 2026Q2: 37,023 shares 37,023 $39.4M 0.43% -2,000 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: 356,512 shares; 2024Q4: 394,445 shares; 2025Q1: 400,575 shares; 2025Q2: 378,570 shares; 2025Q3: 373,886 shares; 2025Q4: 358,897 shares; 2026Q1: 357,641 shares; 2026Q2: 333,196 shares 333,196 $38.9M 0.43% -24,445 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965,894 shares; 2025Q3: 956,217 shares; 2025Q4: 1,005,457 shares; 2026Q1: 1,049,543 shares; 2026Q2: 1,187,275 shares 1,187,275 $38.6M 0.42% +137,732 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: 307,844 shares; 2024Q4: 320,031 shares; 2025Q1: 362,101 shares; 2025Q2: 382,970 shares; 2025Q3: 397,531 shares; 2025Q4: 413,371 shares; 2026Q1: 411,010 shares; 2026Q2: 403,172 shares 403,172 $38.6M 0.42% -7,838 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: 234,029 shares; 2024Q4: 241,397 shares; 2025Q1: 257,573 shares; 2025Q2: 264,746 shares; 2025Q3: 275,566 shares; 2025Q4: 287,184 shares; 2026Q1: 274,673 shares; 2026Q2: 272,227 shares 272,227 $37.2M 0.41% -2,446 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: 101,125 shares; 2024Q4: 102,093 shares; 2025Q1: 114,759 shares; 2025Q2: 107,078 shares; 2025Q3: 109,586 shares; 2025Q4: 106,866 shares; 2026Q1: 104,516 shares; 2026Q2: 100,584 shares 100,584 $37.1M 0.41% -3,932 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: 378,899 shares; 2024Q4: 490,864 shares; 2025Q1: 561,244 shares; 2025Q2: 617,957 shares; 2025Q3: 633,184 shares; 2025Q4: 657,514 shares; 2026Q1: 644,712 shares; 2026Q2: 650,697 shares 650,697 $36.8M 0.4% +5,985 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 703,736 shares; 2025Q4: 714,503 shares; 2026Q1: 729,326 shares; 2026Q2: 719,818 shares 719,818 $36M 0.4% -9,508 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: 204,912 shares; 2024Q4: 251,648 shares; 2025Q1: 263,751 shares; 2025Q2: 270,863 shares; 2025Q3: 272,890 shares; 2025Q4: 274,742 shares; 2026Q1: 274,923 shares; 2026Q2: 287,416 shares 287,416 $35.9M 0.39% +12,493 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: 42,556 shares; 2024Q4: 50,051 shares; 2025Q1: 52,094 shares; 2025Q2: 59,578 shares; 2025Q3: 61,126 shares; 2025Q4: 64,055 shares; 2026Q1: 72,982 shares; 2026Q2: 74,722 shares 74,722 $35.7M 0.39% +1,740 Timeline CGSD 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: 194,089 shares; 2024Q4: 221,572 shares; 2025Q1: 304,897 shares; 2025Q2: 344,503 shares; 2025Q3: 526,551 shares; 2025Q4: 571,804 shares; 2026Q1: 615,304 shares; 2026Q2: 1,359,525 shares 1,359,525 $35M 0.38% +744,221 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: 146,062 shares; 2024Q4: 164,382 shares; 2025Q1: 164,553 shares; 2025Q2: 167,377 shares; 2025Q3: 196,976 shares; 2025Q4: 197,582 shares; 2026Q1: 222,204 shares; 2026Q2: 210,209 shares 210,209 $34.8M 0.38% -11,995 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: 224,225 shares; 2024Q4: 211,950 shares; 2025Q1: 222,248 shares; 2025Q2: 232,469 shares; 2025Q3: 258,997 shares; 2025Q4: 256,402 shares; 2026Q1: 260,145 shares; 2026Q2: 256,709 shares 256,709 $33M 0.36% -3,436 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: 20,442 shares; 2024Q4: 22,139 shares; 2025Q1: 24,995 shares; 2025Q2: 27,862 shares; 2025Q3: 29,647 shares; 2025Q4: 32,708 shares; 2026Q1: 32,551 shares; 2026Q2: 32,513 shares 32,513 $32.9M 0.36% -38 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: 20,267 shares; 2024Q4: 78,299 shares; 2025Q1: 79,523 shares; 2025Q2: 79,661 shares; 2025Q3: 81,147 shares; 2025Q4: 89,778 shares; 2026Q1: 91,496 shares; 2026Q2: 95,382 shares 95,382 $32.5M 0.36% +3,886 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: 246,412 shares; 2024Q4: 349,513 shares; 2025Q1: 359,649 shares; 2025Q2: 365,394 shares; 2025Q3: 363,982 shares; 2025Q4: 381,272 shares; 2026Q1: 408,472 shares; 2026Q2: 417,260 shares 417,260 $32.2M 0.35% +8,788 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: 104,221 shares; 2024Q4: 110,408 shares; 2025Q1: 116,711 shares; 2025Q2: 117,399 shares; 2025Q3: 120,328 shares; 2025Q4: 120,190 shares; 2026Q1: 123,487 shares; 2026Q2: 126,054 shares 126,054 $32M 0.35% +2,567 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: 319,534 shares; 2024Q4: 343,663 shares; 2025Q1: 358,093 shares; 2025Q2: 374,112 shares; 2025Q3: 397,426 shares; 2025Q4: 405,927 shares; 2026Q1: 411,337 shares; 2026Q2: 385,069 shares 385,069 $31.9M 0.35% -26,268 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: 128,858 shares; 2024Q4: 136,084 shares; 2025Q1: 144,606 shares; 2025Q2: 146,103 shares; 2025Q3: 154,792 shares; 2025Q4: 155,920 shares; 2026Q1: 151,390 shares; 2026Q2: 150,080 shares 150,080 $31.4M 0.35% -1,310 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: 349,712 shares; 2024Q4: 382,376 shares; 2025Q1: 417,068 shares; 2025Q2: 460,965 shares; 2025Q3: 498,337 shares; 2025Q4: 612,692 shares; 2026Q1: 581,770 shares; 2026Q2: 656,664 shares 656,664 $29.9M 0.33% +74,894 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: 70,868 shares; 2024Q4: 66,026 shares; 2025Q1: 65,231 shares; 2025Q2: 64,833 shares; 2025Q3: 69,170 shares; 2025Q4: 73,260 shares; 2026Q1: 79,323 shares; 2026Q2: 79,392 shares 79,392 $28.7M 0.32% +69 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: 80,679 shares; 2024Q4: 83,511 shares; 2025Q1: 79,598 shares; 2025Q2: 70,209 shares; 2025Q3: 74,426 shares; 2025Q4: 76,734 shares; 2026Q1: 71,128 shares; 2026Q2: 77,169 shares 77,169 $28.6M 0.31% +6,041 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: 42,761 shares; 2024Q4: 47,658 shares; 2025Q1: 58,728 shares; 2025Q2: 69,824 shares; 2025Q3: 78,671 shares; 2025Q4: 83,370 shares; 2026Q1: 90,068 shares; 2026Q2: 89,570 shares 89,570 $27.1M 0.3% -498 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: 101,505 shares; 2024Q4: 107,225 shares; 2025Q1: 108,942 shares; 2025Q2: 111,406 shares; 2025Q3: 132,545 shares; 2025Q4: 146,705 shares; 2026Q1: 236,763 shares; 2026Q2: 318,728 shares 318,728 $26.7M 0.29% +81,965 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: 67,440 shares; 2024Q4: 76,405 shares; 2025Q1: 83,997 shares; 2025Q2: 87,711 shares; 2025Q3: 132,451 shares; 2025Q4: 138,390 shares; 2026Q1: 146,265 shares; 2026Q2: 149,045 shares 149,045 $26.6M 0.29% +2,780 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: 198,044 shares; 2024Q4: 358,643 shares; 2025Q1: 361,727 shares; 2025Q2: 358,170 shares; 2025Q3: 352,058 shares; 2025Q4: 340,869 shares; 2026Q1: 286,084 shares; 2026Q2: 237,417 shares 237,417 $26.2M 0.29% -48,667 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: 193,311 shares; 2024Q4: 212,282 shares; 2025Q1: 262,571 shares; 2025Q2: 497,745 shares; 2025Q3: 507,755 shares; 2025Q4: 501,731 shares; 2026Q1: 501,811 shares; 2026Q2: 502,060 shares 502,060 $25.7M 0.28% +249 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: 557,582 shares; 2024Q4: 624,554 shares; 2025Q1: 655,134 shares; 2025Q2: 577,535 shares; 2025Q3: 500,251 shares; 2025Q4: 503,696 shares; 2026Q1: 449,759 shares; 2026Q2: 409,956 shares 409,956 $25.5M 0.28% -39,803 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: 174,388 shares; 2024Q4: 280,447 shares; 2025Q1: 398,718 shares; 2025Q2: 265,311 shares; 2025Q3: 323,155 shares; 2025Q4: 419,077 shares; 2026Q1: 422,123 shares; 2026Q2: 373,023 shares 373,023 $25.4M 0.28% -49,100 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: 449,228 shares; 2024Q4: 410,553 shares; 2025Q1: 408,664 shares; 2025Q2: 295,969 shares; 2025Q3: 309,869 shares; 2025Q4: 311,101 shares; 2026Q1: 310,850 shares; 2026Q2: 317,532 shares 317,532 $25.1M 0.28% +6,682 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,615 shares; 2024Q4: 93,672 shares; 2025Q1: 104,010 shares; 2025Q2: 105,200 shares; 2025Q3: 162,180 shares; 2025Q4: 169,657 shares; 2026Q1: 176,811 shares; 2026Q2: 182,126 shares 182,126 $24.9M 0.27% +5,315 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: 193,276 shares; 2024Q4: 217,230 shares; 2025Q1: 240,725 shares; 2025Q2: 286,766 shares; 2025Q3: 321,820 shares; 2025Q4: 342,329 shares; 2026Q1: 380,678 shares; 2026Q2: 411,322 shares 411,322 $24.6M 0.27% +30,644 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: 66,652 shares; 2024Q4: 77,001 shares; 2025Q1: 78,443 shares; 2025Q2: 79,985 shares; 2025Q3: 77,459 shares; 2025Q4: 82,173 shares; 2026Q1: 85,914 shares; 2026Q2: 86,898 shares 86,898 $24.4M 0.27% +984 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: 215,705 shares; 2024Q4: 234,728 shares; 2025Q1: 249,149 shares; 2025Q2: 270,921 shares; 2025Q3: 286,237 shares; 2025Q4: 282,804 shares; 2026Q1: 286,459 shares; 2026Q2: 278,369 shares 278,369 $24.4M 0.27% -8,090 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: 61,512 shares; 2024Q4: 59,175 shares; 2025Q1: 82,684 shares; 2025Q2: 74,845 shares; 2025Q3: 78,580 shares; 2025Q4: 96,200 shares; 2026Q1: 101,103 shares; 2026Q2: 107,135 shares 107,135 $24.3M 0.27% +6,032 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: 6,766 shares; 2024Q4: 5,648 shares; 2025Q1: 7,515 shares; 2025Q2: 8,422 shares; 2025Q3: 10,312 shares; 2025Q4: 16,681 shares; 2026Q1: 17,827 shares; 2026Q2: 20,631 shares 20,631 $24.2M 0.27% +2,804 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046,402 shares; 2024Q4: 1,203,254 shares; 2025Q1: 944,849 shares; 2025Q2: 896,633 shares; 2025Q3: 923,184 shares; 2025Q4: 1,000,615 shares; 2026Q1: 906,748 shares; 2026Q2: 698,812 shares 698,812 $24.2M 0.27% -207,936 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: 129,751 shares; 2024Q4: 131,582 shares; 2025Q1: 132,350 shares; 2025Q2: 135,531 shares; 2025Q3: 139,505 shares; 2025Q4: 147,839 shares; 2026Q1: 157,268 shares; 2026Q2: 163,603 shares 163,603 $24M 0.26% +6,335 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: 231,289 shares; 2024Q4: 380,025 shares; 2025Q1: 377,262 shares; 2025Q2: 286,183 shares; 2025Q3: 287,403 shares; 2025Q4: 299,946 shares; 2026Q1: 309,221 shares; 2026Q2: 311,956 shares 311,956 $23.9M 0.26% +2,735 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: 162,631 shares; 2024Q4: 204,777 shares; 2025Q1: 190,955 shares; 2025Q2: 124,056 shares; 2025Q3: 132,628 shares; 2025Q4: 108,164 shares; 2026Q1: 100,418 shares; 2026Q2: 108,440 shares 108,440 $23.8M 0.26% +8,022 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: 147,454 shares; 2024Q4: 141,845 shares; 2025Q1: 144,109 shares; 2025Q2: 148,318 shares; 2025Q3: 143,399 shares; 2025Q4: 141,779 shares; 2026Q1: 142,075 shares; 2026Q2: 128,534 shares 128,534 $23.8M 0.26% -13,541 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: 261,714 shares; 2024Q4: 361,225 shares; 2025Q1: 383,880 shares; 2025Q2: 476,018 shares; 2025Q3: 491,444 shares; 2025Q4: 483,882 shares; 2026Q1: 481,095 shares; 2026Q2: 469,569 shares 469,569 $23.7M 0.26% -11,526 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: 289,172 shares; 2024Q4: 225,489 shares; 2025Q1: 195,293 shares; 2025Q2: 220,884 shares; 2025Q3: 250,852 shares; 2025Q4: 288,894 shares; 2026Q1: 286,188 shares; 2026Q2: 270,812 shares 270,812 $23.4M 0.26% -15,376 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: 7,859 shares; 2024Q4: 9,487 shares; 2025Q1: 11,019 shares; 2025Q2: 12,429 shares; 2025Q3: 12,051 shares; 2025Q4: 11,753 shares; 2026Q1: 11,728 shares; 2026Q2: 11,598 shares 11,598 $23.1M 0.25% -130 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: 47,688 shares; 2024Q4: 51,153 shares; 2025Q1: 52,743 shares; 2025Q2: 54,404 shares; 2025Q3: 55,291 shares; 2025Q4: 55,383 shares; 2026Q1: 57,673 shares; 2026Q2: 64,961 shares 64,961 $23M 0.25% +7,288 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: 26,152 shares; 2024Q4: 25,141 shares; 2025Q1: 24,079 shares; 2025Q2: 29,482 shares; 2025Q3: 30,360 shares; 2025Q4: 22,773 shares; 2026Q1: 24,270 shares; 2026Q2: 192,313 shares 192,313 $23M 0.25% +168,043 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: 188,145 shares; 2024Q4: 228,199 shares; 2025Q1: 196,464 shares; 2025Q2: 178,152 shares; 2025Q3: 163,998 shares; 2025Q4: 173,715 shares; 2026Q1: 184,848 shares; 2026Q2: 179,376 shares 179,376 $22.9M 0.25% -5,472 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: 35,659 shares; 2024Q4: 40,119 shares; 2025Q1: 46,469 shares; 2025Q2: 49,523 shares; 2025Q3: 50,952 shares; 2025Q4: 51,426 shares; 2026Q1: 52,345 shares; 2026Q2: 53,079 shares 53,079 $22.6M 0.25% +734 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: 35,413 shares; 2024Q4: 38,855 shares; 2025Q1: 39,607 shares; 2025Q2: 45,541 shares; 2025Q3: 47,406 shares; 2025Q4: 47,737 shares; 2026Q1: 46,016 shares; 2026Q2: 44,362 shares 44,362 $22.6M 0.25% -1,654 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: 33,824 shares; 2024Q4: 34,844 shares; 2025Q1: 40,672 shares; 2025Q2: 52,614 shares; 2025Q3: 68,494 shares; 2025Q4: 68,474 shares; 2026Q1: 72,761 shares; 2026Q2: 279,499 shares 279,499 $22.5M 0.25% +206,738 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: 34,782 shares; 2024Q4: 30,860 shares; 2025Q1: 26,405 shares; 2025Q2: 25,898 shares; 2025Q3: 28,591 shares; 2025Q4: 313,559 shares; 2026Q1: 317,853 shares; 2026Q2: 311,868 shares 311,868 $22.3M 0.24% -5,985 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: 439,377 shares; 2024Q4: 366,723 shares; 2025Q1: 361,060 shares; 2025Q2: 379,459 shares; 2025Q3: 370,897 shares; 2025Q4: 373,151 shares; 2026Q1: 378,388 shares; 2026Q2: 385,188 shares 385,188 $21.9M 0.24% +6,800 Timeline EMLP 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: 161,404 shares; 2024Q4: 174,718 shares; 2025Q1: 178,264 shares; 2025Q2: 252,582 shares; 2025Q3: 373,123 shares; 2025Q4: 385,236 shares; 2026Q1: 399,715 shares; 2026Q2: 493,559 shares 493,559 $21.5M 0.24% +93,844 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: 183,530 shares; 2024Q4: 193,140 shares; 2025Q1: 195,441 shares; 2025Q2: 197,632 shares; 2025Q3: 220,146 shares; 2025Q4: 222,254 shares; 2026Q1: 218,213 shares; 2026Q2: 237,312 shares 237,312 $21.3M 0.23% +19,099 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: 118,853 shares; 2024Q4: 138,171 shares; 2025Q1: 142,493 shares; 2025Q2: 163,152 shares; 2025Q3: 162,265 shares; 2025Q4: 167,568 shares; 2026Q1: 150,097 shares; 2026Q2: 144,174 shares 144,174 $21.1M 0.23% -5,923 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: 101,850 shares; 2024Q4: 110,581 shares; 2025Q1: 110,760 shares; 2025Q2: 134,975 shares; 2025Q3: 145,563 shares; 2025Q4: 146,140 shares; 2026Q1: 151,617 shares; 2026Q2: 152,730 shares 152,730 $20.7M 0.23% +1,113 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: 305,140 shares; 2024Q4: 345,297 shares; 2025Q1: 310,829 shares; 2025Q2: 302,804 shares; 2025Q3: 297,270 shares; 2025Q4: 306,778 shares; 2026Q1: 383,900 shares; 2026Q2: 338,842 shares 338,842 $20.6M 0.23% -45,058 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: 140,906 shares; 2024Q4: 154,098 shares; 2025Q1: 140,081 shares; 2025Q2: 146,358 shares; 2025Q3: 180,661 shares; 2025Q4: 179,534 shares; 2026Q1: 183,582 shares; 2026Q2: 146,843 shares 146,843 $20.5M 0.23% -36,739 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: 112,683 shares; 2024Q4: 190,043 shares; 2025Q1: 203,497 shares; 2025Q2: 459,776 shares; 2025Q3: 471,323 shares; 2025Q4: 479,872 shares; 2026Q1: 481,750 shares; 2026Q2: 540,006 shares 540,006 $20.5M 0.23% +58,256 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,709 shares; 2024Q4: 45,518 shares; 2025Q1: 46,766 shares; 2025Q2: 49,179 shares; 2025Q3: 49,794 shares; 2025Q4: 50,439 shares; 2026Q1: 51,002 shares; 2026Q2: 51,169 shares 51,169 $20.3M 0.22% +167 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: 634,559 shares; 2024Q4: 664,856 shares; 2025Q1: 702,985 shares; 2025Q2: 660,003 shares; 2025Q3: 681,127 shares; 2025Q4: 715,210 shares; 2026Q1: 802,977 shares; 2026Q2: 801,883 shares 801,883 $20M 0.22% -1,094 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: 89,343 shares; 2024Q4: 96,050 shares; 2025Q1: 99,616 shares; 2025Q2: 106,708 shares; 2025Q3: 107,788 shares; 2025Q4: 116,938 shares; 2026Q1: 118,118 shares; 2026Q2: 116,104 shares 116,104 $19.6M 0.22% -2,014 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: 40,555 shares; 2024Q4: 43,870 shares; 2025Q1: 43,177 shares; 2025Q2: 40,236 shares; 2025Q3: 35,281 shares; 2025Q4: 31,617 shares; 2026Q1: 31,389 shares; 2026Q2: 30,579 shares 30,579 $19.6M 0.22% -810 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: 173,421 shares; 2024Q4: 195,825 shares; 2025Q1: 187,574 shares; 2025Q2: 188,569 shares; 2025Q3: 190,018 shares; 2025Q4: 210,412 shares; 2026Q1: 247,905 shares; 2026Q2: 238,392 shares 238,392 $19.4M 0.21% -9,513 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: 43,336 shares; 2024Q4: 49,849 shares; 2025Q1: 54,069 shares; 2025Q2: 65,563 shares; 2025Q3: 65,696 shares; 2025Q4: 64,584 shares; 2026Q1: 64,185 shares; 2026Q2: 63,255 shares 63,255 $19.2M 0.21% -930 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,752 shares; 2024Q4: 148,992 shares; 2025Q1: 153,687 shares; 2025Q2: 168,732 shares; 2025Q3: 174,655 shares; 2025Q4: 181,839 shares; 2026Q1: 182,574 shares; 2026Q2: 181,611 shares 181,611 $19.1M 0.21% -963 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: 57,286 shares; 2024Q4: 59,814 shares; 2025Q1: 65,862 shares; 2025Q2: 94,186 shares; 2025Q3: 119,992 shares; 2025Q4: 168,912 shares; 2026Q1: 294,122 shares; 2026Q2: 374,669 shares 374,669 $19.1M 0.21% +80,547 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: 21,691 shares; 2024Q4: 32,250 shares; 2025Q1: 29,390 shares; 2025Q2: 34,053 shares; 2025Q3: 37,203 shares; 2025Q4: 40,428 shares; 2026Q1: 47,788 shares; 2026Q2: 51,007 shares 51,007 $19.1M 0.21% +3,219 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: 52,817 shares; 2024Q4: 59,525 shares; 2025Q1: 59,180 shares; 2025Q2: 73,656 shares; 2025Q3: 72,435 shares; 2025Q4: 84,718 shares; 2026Q1: 81,133 shares; 2026Q2: 74,489 shares 74,489 $19M 0.21% -6,644 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: 18,940 shares; 2024Q4: 22,339 shares; 2025Q1: 22,538 shares; 2025Q2: 24,136 shares; 2025Q3: 21,296 shares; 2025Q4: 23,622 shares; 2026Q1: 26,393 shares; 2026Q2: 28,672 shares 28,672 $18.8M 0.21% +2,279 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: 304,838 shares; 2024Q4: 312,350 shares; 2025Q1: 341,680 shares; 2025Q2: 337,132 shares; 2025Q3: 300,963 shares; 2025Q4: 272,235 shares; 2026Q1: 262,419 shares; 2026Q2: 248,231 shares 248,231 $18.7M 0.21% -14,188 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: 74,413 shares; 2025Q1: 179,451 shares; 2025Q2: 241,380 shares; 2025Q3: 321,184 shares; 2025Q4: 378,698 shares; 2026Q1: 417,569 shares; 2026Q2: 432,449 shares 432,449 $18.7M 0.21% +14,880 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: 42,757 shares; 2024Q4: 40,671 shares; 2025Q1: 43,284 shares; 2025Q2: 41,533 shares; 2025Q3: 43,184 shares; 2025Q4: 43,529 shares; 2026Q1: 50,756 shares; 2026Q2: 54,809 shares 54,809 $18.5M 0.2% +4,053 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: 100,510 shares; 2024Q4: 123,332 shares; 2025Q1: 132,097 shares; 2025Q2: 131,092 shares; 2025Q3: 133,231 shares; 2025Q4: 138,105 shares; 2026Q1: 144,860 shares; 2026Q2: 148,879 shares 148,879 $18.5M 0.2% +4,019 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429,998 shares; 2025Q4: 556,321 shares; 2026Q1: 546,985 shares; 2026Q2: 660,799 shares 660,799 $18.5M 0.2% +113,814 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: 55,992 shares; 2024Q4: 57,519 shares; 2025Q1: 63,786 shares; 2025Q2: 64,064 shares; 2025Q3: 60,559 shares; 2025Q4: 58,152 shares; 2026Q1: 62,339 shares; 2026Q2: 61,706 shares 61,706 $18.4M 0.2% -633 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: 96,380 shares; 2025Q1: 96,691 shares; 2025Q2: 104,450 shares; 2025Q3: 106,159 shares; 2025Q4: 105,033 shares; 2026Q1: 111,441 shares; 2026Q2: 107,535 shares 107,535 $18.3M 0.2% -3,906 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: 63,084 shares; 2024Q4: 64,925 shares; 2025Q1: 66,337 shares; 2025Q2: 70,531 shares; 2025Q3: 72,079 shares; 2025Q4: 74,429 shares; 2026Q1: 79,686 shares; 2026Q2: 77,141 shares 77,141 $18.3M 0.2% -2,545 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: 27,355 shares; 2024Q4: 28,173 shares; 2025Q1: 26,301 shares; 2025Q2: 28,341 shares; 2025Q3: 27,046 shares; 2025Q4: 23,746 shares; 2026Q1: 23,157 shares; 2026Q2: 18,683 shares 18,683 $18M 0.2% -4,474 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: 14,615 shares; 2024Q4: 30,742 shares; 2025Q1: 34,044 shares; 2025Q2: 39,629 shares; 2025Q3: 63,583 shares; 2025Q4: 73,738 shares; 2026Q1: 92,534 shares; 2026Q2: 134,943 shares 134,943 $18M 0.2% +42,409 Timeline FIW 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: 61,518 shares; 2024Q4: 66,723 shares; 2025Q1: 70,016 shares; 2025Q2: 92,285 shares; 2025Q3: 128,112 shares; 2025Q4: 134,599 shares; 2026Q1: 141,242 shares; 2026Q2: 162,472 shares 162,472 $17.8M 0.2% +21,230 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: 49,683 shares; 2024Q4: 57,839 shares; 2025Q1: 61,846 shares; 2025Q2: 59,953 shares; 2025Q3: 66,379 shares; 2025Q4: 67,123 shares; 2026Q1: 66,289 shares; 2026Q2: 65,692 shares 65,692 $17.8M 0.2% -597 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: 24,769 shares; 2024Q4: 26,582 shares; 2025Q1: 26,242 shares; 2025Q2: 24,933 shares; 2025Q3: 23,774 shares; 2025Q4: 26,032 shares; 2026Q1: 26,152 shares; 2026Q2: 24,453 shares 24,453 $17.7M 0.19% -1,699 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: 272,197 shares; 2024Q4: 299,995 shares; 2025Q1: 307,968 shares; 2025Q2: 333,039 shares; 2025Q3: 316,895 shares; 2025Q4: 376,414 shares; 2026Q1: 405,775 shares; 2026Q2: 352,904 shares 352,904 $17.6M 0.19% -52,871 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 145,766 shares; 2025Q1: 185,014 shares; 2025Q2: 252,157 shares; 2025Q3: 273,023 shares; 2025Q4: 285,316 shares; 2026Q1: 318,485 shares; 2026Q2: 327,524 shares 327,524 $17.5M 0.19% +9,039 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: 57,297 shares; 2024Q4: 60,257 shares; 2025Q1: 55,487 shares; 2025Q2: 52,530 shares; 2025Q3: 51,885 shares; 2025Q4: 53,499 shares; 2026Q1: 58,938 shares; 2026Q2: 58,007 shares 58,007 $17.4M 0.19% -931 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: 6,834 shares; 2024Q4: 7,982 shares; 2025Q1: 11,247 shares; 2025Q2: 15,291 shares; 2025Q3: 15,954 shares; 2025Q4: 17,325 shares; 2026Q1: 17,615 shares; 2026Q2: 17,626 shares 17,626 $17.2M 0.19% +11 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: 8,686 shares; 2024Q4: 6,850 shares; 2025Q1: 5,677 shares; 2025Q2: 6,909 shares; 2025Q3: 7,064 shares; 2025Q4: 6,787 shares; 2026Q1: 6,002 shares; 2026Q2: 56,740 shares 56,740 $17.1M 0.19% +50,738 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 125,624 shares; 2025Q1: 207,920 shares; 2025Q2: 320,876 shares; 2025Q3: 387,809 shares; 2025Q4: 408,153 shares; 2026Q1: 487,539 shares; 2026Q2: 614,029 shares 614,029 $17M 0.19% +126,490 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,139 shares; 2024Q4: 43,558 shares; 2025Q1: 44,663 shares; 2025Q2: 47,385 shares; 2025Q3: 46,058 shares; 2025Q4: 43,485 shares; 2026Q1: 43,393 shares; 2026Q2: 42,449 shares 42,449 $16.9M 0.19% -944 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: 125,930 shares; 2024Q4: 142,541 shares; 2025Q1: 314,342 shares; 2025Q2: 375,397 shares; 2025Q3: 343,368 shares; 2025Q4: 473,869 shares; 2026Q1: 473,147 shares; 2026Q2: 352,779 shares 352,779 $16.7M 0.18% -120,368 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,180 shares; 2024Q4: 385,665 shares; 2025Q1: 408,341 shares; 2025Q2: 449,890 shares; 2025Q3: 453,239 shares; 2025Q4: 433,476 shares; 2026Q1: 425,349 shares; 2026Q2: 389,743 shares 389,743 $16.6M 0.18% -35,606 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: 91,171 shares; 2024Q4: 97,804 shares; 2025Q1: 108,937 shares; 2025Q2: 117,239 shares; 2025Q3: 119,545 shares; 2025Q4: 123,493 shares; 2026Q1: 119,588 shares; 2026Q2: 114,675 shares 114,675 $16.4M 0.18% -4,913 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: 35,575 shares; 2024Q4: 35,562 shares; 2025Q1: 36,576 shares; 2025Q2: 30,534 shares; 2025Q3: 29,784 shares; 2025Q4: 86,151 shares; 2026Q1: 86,133 shares; 2026Q2: 86,130 shares 86,130 $16.4M 0.18% -3 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: 38,567 shares; 2024Q4: 40,881 shares; 2025Q1: 63,766 shares; 2025Q2: 76,488 shares; 2025Q3: 80,022 shares; 2025Q4: 81,632 shares; 2026Q1: 83,170 shares; 2026Q2: 82,931 shares 82,931 $16.4M 0.18% -239 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: 85,997 shares; 2024Q4: 81,557 shares; 2025Q1: 92,381 shares; 2025Q2: 96,986 shares; 2025Q3: 88,055 shares; 2025Q4: 92,814 shares; 2026Q1: 100,579 shares; 2026Q2: 109,258 shares 109,258 $16M 0.18% +8,679 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: 26,463 shares; 2024Q4: 26,789 shares; 2025Q1: 27,641 shares; 2025Q2: 29,342 shares; 2025Q3: 29,663 shares; 2025Q4: 29,703 shares; 2026Q1: 30,022 shares; 2026Q2: 30,593 shares 30,593 $16M 0.18% +571 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: 98,748 shares; 2024Q4: 106,096 shares; 2025Q1: 110,893 shares; 2025Q2: 105,329 shares; 2025Q3: 97,207 shares; 2025Q4: 101,204 shares; 2026Q1: 109,775 shares; 2026Q2: 107,230 shares 107,230 $15.9M 0.17% -2,545 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: 27,698 shares; 2024Q4: 24,981 shares; 2025Q1: 26,074 shares; 2025Q2: 28,706 shares; 2025Q3: 29,547 shares; 2025Q4: 30,951 shares; 2026Q1: 30,687 shares; 2026Q2: 30,929 shares 30,929 $15.9M 0.17% +242 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: 34,500 shares; 2024Q4: 32,394 shares; 2025Q1: 32,230 shares; 2025Q2: 31,195 shares; 2025Q3: 35,059 shares; 2025Q4: 27,859 shares; 2026Q1: 31,903 shares; 2026Q2: 37,810 shares 37,810 $15.7M 0.17% +5,907 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: 29,084 shares; 2024Q4: 29,544 shares; 2025Q1: 35,027 shares; 2025Q2: 39,168 shares; 2025Q3: 40,549 shares; 2025Q4: 42,043 shares; 2026Q1: 44,128 shares; 2026Q2: 44,218 shares 44,218 $15.2M 0.17% +90 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,713 shares; 2024Q4: 28,222 shares; 2025Q1: 29,221 shares; 2025Q2: 32,047 shares; 2025Q3: 159,805 shares; 2025Q4: 168,458 shares; 2026Q1: 180,998 shares; 2026Q2: 284,942 shares 284,942 $15M 0.17% +103,944 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: 200,366 shares; 2024Q4: 175,653 shares; 2025Q1: 166,975 shares; 2025Q2: 163,980 shares; 2025Q3: 173,562 shares; 2025Q4: 166,309 shares; 2026Q1: 189,087 shares; 2026Q2: 206,324 shares 206,324 $14.8M 0.16% +17,237 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: 602,312 shares; 2024Q4: 611,867 shares; 2025Q1: 581,594 shares; 2025Q2: 603,821 shares; 2025Q3: 615,320 shares; 2025Q4: 626,213 shares; 2026Q1: 659,740 shares; 2026Q2: 816,488 shares 816,488 $14.6M 0.16% +156,748 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: 8,957 shares; 2024Q4: 45,100 shares; 2025Q1: 46,762 shares; 2025Q2: 22,721 shares; 2025Q3: 27,133 shares; 2025Q4: 36,153 shares; 2026Q1: 40,259 shares; 2026Q2: 42,138 shares 42,138 $14.4M 0.16% +1,879 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: 18,095 shares; 2024Q4: 23,083 shares; 2025Q1: 22,583 shares; 2025Q2: 22,405 shares; 2025Q3: 23,921 shares; 2025Q4: 44,230 shares; 2026Q1: 58,457 shares; 2026Q2: 149,160 shares 149,160 $14.4M 0.16% +90,703 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: 308,905 shares; 2024Q4: 336,043 shares; 2025Q1: 343,335 shares; 2025Q2: 330,613 shares; 2025Q3: 323,166 shares; 2025Q4: 343,412 shares; 2026Q1: 343,088 shares; 2026Q2: 336,309 shares 336,309 $14.2M 0.16% -6,779 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: 48,493 shares; 2024Q4: 52,602 shares; 2025Q1: 49,127 shares; 2025Q2: 51,242 shares; 2025Q3: 50,763 shares; 2025Q4: 50,221 shares; 2026Q1: 53,172 shares; 2026Q2: 52,343 shares 52,343 $14.2M 0.16% -829 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 328,566 shares; 2026Q1: 456,886 shares; 2026Q2: 449,123 shares 449,123 $14.1M 0.16% -7,763 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: 18,820 shares; 2024Q4: 164,634 shares; 2025Q1: 191,187 shares; 2025Q2: 200,365 shares; 2025Q3: 106,711 shares; 2025Q4: 148,046 shares; 2026Q1: 199,325 shares; 2026Q2: 139,935 shares 139,935 $14.1M 0.15% -59,390 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: 189,197 shares; 2024Q4: 172,504 shares; 2025Q1: 160,316 shares; 2025Q2: 156,454 shares; 2025Q3: 160,334 shares; 2025Q4: 214,989 shares; 2026Q1: 227,393 shares; 2026Q2: 183,920 shares 183,920 $13.9M 0.15% -43,473 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: 74,294 shares; 2024Q4: 75,056 shares; 2025Q1: 75,123 shares; 2025Q2: 79,445 shares; 2025Q3: 79,578 shares; 2025Q4: 79,540 shares; 2026Q1: 81,606 shares; 2026Q2: 83,598 shares 83,598 $13.8M 0.15% +1,992 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: 148,104 shares; 2024Q4: 151,396 shares; 2025Q1: 163,008 shares; 2025Q2: 169,335 shares; 2025Q3: 210,462 shares; 2025Q4: 209,594 shares; 2026Q1: 193,534 shares; 2026Q2: 179,228 shares 179,228 $13.5M 0.15% -14,306 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: 59,671 shares; 2024Q4: 55,113 shares; 2025Q1: 53,865 shares; 2025Q2: 57,803 shares; 2025Q3: 57,108 shares; 2025Q4: 58,397 shares; 2026Q1: 59,799 shares; 2026Q2: 61,259 shares 61,259 $13.3M 0.15% +1,460 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: 128,689 shares; 2024Q4: 142,147 shares; 2025Q1: 146,268 shares; 2025Q2: 177,137 shares; 2025Q3: 203,583 shares; 2025Q4: 219,607 shares; 2026Q1: 243,460 shares; 2026Q2: 258,219 shares 258,219 $13.1M 0.14% +14,759 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: 45,371 shares; 2024Q4: 47,594 shares; 2025Q1: 43,124 shares; 2025Q2: 104,756 shares; 2025Q3: 113,569 shares; 2025Q4: 115,172 shares; 2026Q1: 120,918 shares; 2026Q2: 120,144 shares 120,144 $12.9M 0.14% -774 Timeline PSFF 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: 53,834 shares; 2024Q4: 48,805 shares; 2025Q1: 50,391 shares; 2025Q2: 55,866 shares; 2025Q3: 250,619 shares; 2025Q4: 300,320 shares; 2026Q1: 343,304 shares; 2026Q2: 373,482 shares 373,482 $12.8M 0.14% +30,178 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: 54,185 shares; 2024Q4: 76,762 shares; 2025Q1: 81,783 shares; 2025Q2: 81,640 shares; 2025Q3: 82,157 shares; 2025Q4: 91,309 shares; 2026Q1: 78,834 shares; 2026Q2: 77,735 shares 77,735 $12.8M 0.14% -1,099 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: 134,813 shares; 2024Q4: 126,188 shares; 2025Q1: 179,929 shares; 2025Q2: 184,445 shares; 2025Q3: 191,063 shares; 2025Q4: 158,390 shares; 2026Q1: 170,576 shares; 2026Q2: 174,012 shares 174,012 $12.6M 0.14% +3,436 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: 53,226 shares; 2024Q4: 68,367 shares; 2025Q1: 68,121 shares; 2025Q2: 66,989 shares; 2025Q3: 60,850 shares; 2025Q4: 65,209 shares; 2026Q1: 68,225 shares; 2026Q2: 66,605 shares 66,605 $12.5M 0.14% -1,620 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: 15,097 shares; 2024Q4: 20,156 shares; 2025Q1: 26,683 shares; 2025Q2: 358,150 shares; 2025Q3: 393,017 shares; 2025Q4: 430,423 shares; 2026Q1: 450,132 shares; 2026Q2: 456,014 shares 456,014 $12.5M 0.14% +5,882 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: 410,378 shares; 2024Q4: 323,605 shares; 2025Q1: 300,178 shares; 2025Q2: 287,565 shares; 2025Q3: 288,607 shares; 2025Q4: 302,001 shares; 2026Q1: 299,257 shares; 2026Q2: 289,358 shares 289,358 $12.5M 0.14% -9,899 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: 155,002 shares; 2024Q4: 151,827 shares; 2025Q1: 138,325 shares; 2025Q2: 134,952 shares; 2025Q3: 145,254 shares; 2025Q4: 158,599 shares; 2026Q1: 159,916 shares; 2026Q2: 157,682 shares 157,682 $12.3M 0.14% -2,234 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: 209,183 shares; 2024Q4: 593,444 shares; 2025Q1: 586,698 shares; 2025Q2: 534,302 shares; 2025Q3: 400,266 shares; 2025Q4: 363,040 shares; 2026Q1: 350,220 shares; 2026Q2: 379,307 shares 379,307 $12M 0.13% +29,087 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: 17,208 shares; 2024Q4: 25,301 shares; 2025Q1: 113,505 shares; 2025Q2: 721,868 shares; 2025Q3: 573,309 shares; 2025Q4: 552,791 shares; 2026Q1: 408,830 shares; 2026Q2: 402,580 shares 402,580 $12M 0.13% -6,250 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,863 shares; 2024Q4: 42,234 shares; 2025Q1: 60,521 shares; 2025Q2: 58,813 shares; 2025Q3: 66,721 shares; 2025Q4: 74,549 shares; 2026Q1: 78,229 shares; 2026Q2: 82,440 shares 82,440 $11.9M 0.13% +4,211 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: 17,149 shares; 2024Q4: 18,103 shares; 2025Q1: 19,320 shares; 2025Q2: 21,643 shares; 2025Q3: 21,869 shares; 2025Q4: 22,598 shares; 2026Q1: 23,124 shares; 2026Q2: 22,918 shares 22,918 $11.9M 0.13% -206 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: 36,636 shares; 2024Q4: 36,667 shares; 2025Q1: 119,616 shares; 2025Q2: 380,773 shares; 2025Q3: 421,967 shares; 2025Q4: 433,467 shares; 2026Q1: 600,970 shares; 2026Q2: 602,549 shares 602,549 $11.8M 0.13% +1,579 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: 396,178 shares; 2024Q4: 416,654 shares; 2025Q1: 488,515 shares; 2025Q2: 542,920 shares; 2025Q3: 561,737 shares; 2025Q4: 566,822 shares; 2026Q1: 633,761 shares; 2026Q2: 598,395 shares 598,395 $11.7M 0.13% -35,366 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,363 shares; 2024Q4: 124,481 shares; 2025Q1: 140,168 shares; 2025Q2: 168,606 shares; 2025Q3: 203,858 shares; 2025Q4: 234,556 shares; 2026Q1: 258,041 shares; 2026Q2: 268,095 shares 268,095 $11.7M 0.13% +10,054 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 211,402 shares; 2025Q2: 471,041 shares; 2025Q3: 1,197,380 shares; 2025Q4: 1,636,618 shares; 2026Q1: 2,039,580 shares; 2026Q2: 2,504,088 shares 2,504,088 $11.6M 0.13% +464,508 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: 30,504 shares; 2024Q4: 32,091 shares; 2025Q1: 33,901 shares; 2025Q2: 33,407 shares; 2025Q3: 33,508 shares; 2025Q4: 34,352 shares; 2026Q1: 33,798 shares; 2026Q2: 33,838 shares 33,838 $11.5M 0.13% +40 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,485 shares; 2024Q4: 231,601 shares; 2025Q1: 257,389 shares; 2025Q2: 243,476 shares; 2025Q3: 186,603 shares; 2025Q4: 155,865 shares; 2026Q1: 141,280 shares; 2026Q2: 110,493 shares 110,493 $11.5M 0.13% -30,787 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,225 shares; 2024Q4: 73,369 shares; 2025Q1: 73,512 shares; 2025Q2: 73,527 shares; 2025Q3: 70,754 shares; 2025Q4: 77,439 shares; 2026Q1: 79,054 shares; 2026Q2: 78,173 shares 78,173 $11.4M 0.13% -881 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: 40,746 shares; 2024Q4: 41,543 shares; 2025Q1: 43,778 shares; 2025Q2: 48,587 shares; 2025Q3: 48,056 shares; 2025Q4: 50,553 shares; 2026Q1: 57,183 shares; 2026Q2: 53,625 shares 53,625 $11.4M 0.13% -3,558 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: 11,348 shares; 2024Q4: 11,326 shares; 2025Q1: 51,919 shares; 2025Q2: 81,953 shares; 2025Q3: 81,303 shares; 2025Q4: 122,815 shares; 2026Q1: 549,764 shares; 2026Q2: 554,963 shares 554,963 $11.3M 0.12% +5,199 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: not reported; 2025Q3: 60,084 shares; 2025Q4: 168,146 shares; 2026Q1: 201,961 shares; 2026Q2: 213,884 shares 213,884 $11.3M 0.12% +11,923 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: 27,029 shares; 2024Q4: 27,589 shares; 2025Q1: 29,227 shares; 2025Q2: 46,104 shares; 2025Q3: 50,242 shares; 2025Q4: 64,202 shares; 2026Q1: 70,500 shares; 2026Q2: 126,402 shares 126,402 $11.3M 0.12% +55,902 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,976 shares; 2024Q4: 372,617 shares; 2025Q1: 377,613 shares; 2025Q2: 396,279 shares; 2025Q3: 392,736 shares; 2025Q4: 403,937 shares; 2026Q1: 428,723 shares; 2026Q2: 424,543 shares 424,543 $11.3M 0.12% -4,180 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: 84,570 shares; 2024Q4: 150,847 shares; 2025Q1: 179,938 shares; 2025Q2: 211,671 shares; 2025Q3: 203,664 shares; 2025Q4: 213,117 shares; 2026Q1: 207,627 shares; 2026Q2: 182,903 shares 182,903 $11.2M 0.12% -24,724 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE 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: 217,816 shares; 2026Q2: 255,125 shares 255,125 $11.2M 0.12% +37,309 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: 95,676 shares; 2024Q4: 93,042 shares; 2025Q1: 75,462 shares; 2025Q2: 77,292 shares; 2025Q3: 90,265 shares; 2025Q4: 127,752 shares; 2026Q1: 166,994 shares; 2026Q2: 189,023 shares 189,023 $11.1M 0.12% +22,029 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,224 shares; 2024Q4: 2,341 shares; 2025Q1: 2,452 shares; 2025Q2: 2,462 shares; 2025Q3: 2,466 shares; 2025Q4: 2,497 shares; 2026Q1: 2,468 shares; 2026Q2: 61,969 shares 61,969 $11M 0.12% +59,501 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,160 shares; 2024Q4: 296,517 shares; 2025Q1: 283,722 shares; 2025Q2: 274,342 shares; 2025Q3: 263,385 shares; 2025Q4: 254,336 shares; 2026Q1: 259,333 shares; 2026Q2: 272,468 shares 272,468 $11M 0.12% +13,135 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: 37,506 shares; 2024Q4: 43,442 shares; 2025Q1: 47,695 shares; 2025Q2: 46,952 shares; 2025Q3: 47,365 shares; 2025Q4: 48,354 shares; 2026Q1: 45,832 shares; 2026Q2: 45,025 shares 45,025 $10.9M 0.12% -807 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: 12,600 shares; 2024Q4: 11,922 shares; 2025Q1: 30,940 shares; 2025Q2: 36,948 shares; 2025Q3: 44,498 shares; 2025Q4: 62,574 shares; 2026Q1: 55,935 shares; 2026Q2: 29,596 shares 29,596 $10.8M 0.12% -26,339 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,364 shares; 2024Q4: 147,933 shares; 2025Q1: 180,181 shares; 2025Q2: 215,193 shares; 2025Q3: 223,096 shares; 2025Q4: 226,386 shares; 2026Q1: 235,601 shares; 2026Q2: 234,845 shares 234,845 $10.8M 0.12% -756 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: 30,595 shares; 2025Q1: 25,986 shares; 2025Q2: 25,656 shares; 2025Q3: 32,729 shares; 2025Q4: 31,176 shares; 2026Q1: 25,461 shares; 2026Q2: 24,532 shares 24,532 $10.6M 0.12% -929 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,329 shares; 2024Q4: 70,430 shares; 2025Q1: 78,481 shares; 2025Q2: 83,109 shares; 2025Q3: 92,813 shares; 2025Q4: 92,254 shares; 2026Q1: 96,306 shares; 2026Q2: 108,771 shares 108,771 $10.6M 0.12% +12,465 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: 83,915 shares; 2024Q4: 85,589 shares; 2025Q1: 86,554 shares; 2025Q2: 82,584 shares; 2025Q3: 83,840 shares; 2025Q4: 92,745 shares; 2026Q1: 100,442 shares; 2026Q2: 103,675 shares 103,675 $10.6M 0.12% +3,233 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: 96,354 shares; 2024Q4: 90,172 shares; 2025Q1: 100,715 shares; 2025Q2: 124,121 shares; 2025Q3: 103,290 shares; 2025Q4: 114,654 shares; 2026Q1: 122,615 shares; 2026Q2: 116,520 shares 116,520 $10.6M 0.12% -6,095 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,982 shares; 2024Q4: 116,908 shares; 2025Q1: 107,881 shares; 2025Q2: 95,649 shares; 2025Q3: 93,271 shares; 2025Q4: 101,761 shares; 2026Q1: 112,100 shares; 2026Q2: 127,475 shares 127,475 $10.5M 0.12% +15,375 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: 67,911 shares; 2024Q4: 68,514 shares; 2025Q1: 72,249 shares; 2025Q2: 75,834 shares; 2025Q3: 75,508 shares; 2025Q4: 69,761 shares; 2026Q1: 70,011 shares; 2026Q2: 66,761 shares 66,761 $10.5M 0.12% -3,250 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: 9,499 shares; 2024Q4: 9,590 shares; 2025Q1: 23,086 shares; 2025Q2: 30,326 shares; 2025Q3: 30,965 shares; 2025Q4: 32,070 shares; 2026Q1: 32,312 shares; 2026Q2: 34,121 shares 34,121 $10.5M 0.11% +1,809 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: 58,973 shares; 2024Q4: 59,525 shares; 2025Q1: 38,168 shares; 2025Q2: 77,151 shares; 2025Q3: 89,999 shares; 2025Q4: 96,111 shares; 2026Q1: 100,137 shares; 2026Q2: 105,505 shares 105,505 $10.4M 0.11% +5,368 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,043 shares; 2024Q4: 16,212 shares; 2025Q1: 16,115 shares; 2025Q2: 14,802 shares; 2025Q3: 12,062 shares; 2025Q4: 12,073 shares; 2026Q1: 11,432 shares; 2026Q2: 200,272 shares 200,272 $10.4M 0.11% +188,840 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: 9,189 shares; 2025Q1: 9,720 shares; 2025Q2: 10,756 shares; 2025Q3: 10,056 shares; 2025Q4: 11,481 shares; 2026Q1: 10,532 shares; 2026Q2: 10,740 shares 10,740 $10.3M 0.11% +208 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,545 shares; 2024Q4: 34,958 shares; 2025Q1: 35,885 shares; 2025Q2: 36,323 shares; 2025Q3: 38,248 shares; 2025Q4: 38,114 shares; 2026Q1: 36,960 shares; 2026Q2: 35,061 shares 35,061 $10.2M 0.11% -1,899 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,125 shares; 2024Q4: 284,843 shares; 2025Q1: 296,034 shares; 2025Q2: 313,300 shares; 2025Q3: 362,490 shares; 2025Q4: 377,979 shares; 2026Q1: 385,554 shares; 2026Q2: 402,254 shares 402,254 $10.1M 0.11% +16,700 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: 8,846 shares; 2024Q4: 8,976 shares; 2025Q1: 9,177 shares; 2025Q2: 9,913 shares; 2025Q3: 9,842 shares; 2025Q4: 10,253 shares; 2026Q1: 11,096 shares; 2026Q2: 15,957 shares 15,957 $10.1M 0.11% +4,861 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 814,890 shares; 2024Q4: 912,751 shares; 2025Q1: 940,806 shares; 2025Q2: 955,808 shares; 2025Q3: 1,004,870 shares; 2025Q4: 1,089,876 shares; 2026Q1: 1,219,567 shares; 2026Q2: 1,360,361 shares 1,360,361 $10.1M 0.11% +140,794 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,340 shares; 2024Q4: 137,454 shares; 2025Q1: 135,695 shares; 2025Q2: 136,723 shares; 2025Q3: 137,379 shares; 2025Q4: 140,652 shares; 2026Q1: 156,611 shares; 2026Q2: 143,921 shares 143,921 $10M 0.11% -12,690 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: 73,959 shares; 2024Q4: 76,937 shares; 2025Q1: 116,501 shares; 2025Q2: 124,713 shares; 2025Q3: 178,413 shares; 2025Q4: 197,383 shares; 2026Q1: 178,811 shares; 2026Q2: 191,024 shares 191,024 $10M 0.11% +12,213 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: 31,813 shares; 2024Q4: 85,723 shares; 2025Q1: 101,902 shares; 2025Q2: 104,980 shares; 2025Q3: 108,943 shares; 2025Q4: 116,142 shares; 2026Q1: 117,112 shares; 2026Q2: 128,094 shares 128,094 $9.98M 0.11% +10,982 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: 27,922 shares; 2024Q4: 28,117 shares; 2025Q1: 28,984 shares; 2025Q2: 30,012 shares; 2025Q3: 34,365 shares; 2025Q4: 33,704 shares; 2026Q1: 95,802 shares; 2026Q2: 100,169 shares 100,169 $9.98M 0.11% +4,367 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: 345,892 shares; 2024Q4: 338,763 shares; 2025Q1: 344,757 shares; 2025Q2: 371,926 shares; 2025Q3: 379,115 shares; 2025Q4: 361,535 shares; 2026Q1: 311,045 shares; 2026Q2: 205,971 shares 205,971 $9.92M 0.11% -105,074 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: 42,143 shares; 2024Q4: 108,870 shares; 2025Q1: 125,246 shares; 2025Q2: 141,347 shares; 2025Q3: 144,464 shares; 2025Q4: 138,193 shares; 2026Q1: 154,470 shares; 2026Q2: 159,562 shares 159,562 $9.89M 0.11% +5,092 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: 64,173 shares; 2024Q4: 69,912 shares; 2025Q1: 71,418 shares; 2025Q2: 73,765 shares; 2025Q3: 73,469 shares; 2025Q4: 72,876 shares; 2026Q1: 72,456 shares; 2026Q2: 77,585 shares 77,585 $9.82M 0.11% +5,129 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,942 shares; 2024Q4: 98,699 shares; 2025Q1: 116,946 shares; 2025Q2: 130,725 shares; 2025Q3: 131,200 shares; 2025Q4: 133,835 shares; 2026Q1: 126,041 shares; 2026Q2: 117,059 shares 117,059 $9.67M 0.11% -8,982 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: not reported; 2024Q4: not reported; 2025Q1: 67,114 shares; 2025Q2: 125,376 shares; 2025Q3: 150,429 shares; 2025Q4: 158,973 shares; 2026Q1: 169,536 shares; 2026Q2: 170,526 shares 170,526 $9.58M 0.11% +990 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,963 shares; 2024Q4: 53,641 shares; 2025Q1: 74,605 shares; 2025Q2: 88,533 shares; 2025Q3: 80,446 shares; 2025Q4: 79,769 shares; 2026Q1: 81,764 shares; 2026Q2: 81,484 shares 81,484 $9.57M 0.11% -280 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: 74,092 shares; 2024Q4: 75,647 shares; 2025Q1: 76,645 shares; 2025Q2: 77,871 shares; 2025Q3: 78,451 shares; 2025Q4: 79,779 shares; 2026Q1: 90,405 shares; 2026Q2: 86,523 shares 86,523 $9.55M 0.11% -3,882 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,892 shares; 2024Q4: 159,261 shares; 2025Q1: 166,259 shares; 2025Q2: 169,747 shares; 2025Q3: 169,941 shares; 2025Q4: 174,572 shares; 2026Q1: 184,406 shares; 2026Q2: 186,586 shares 186,586 $9.52M 0.1% +2,180 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,740 shares; 2024Q4: 2,755 shares; 2025Q1: 2,730 shares; 2025Q2: 2,650 shares; 2025Q3: 2,929 shares; 2025Q4: 2,913 shares; 2026Q1: 3,000 shares; 2026Q2: 2,966 shares 2,966 $9.48M 0.1% -34 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,203 shares; 2024Q4: 25,923 shares; 2025Q1: 28,880 shares; 2025Q2: 33,069 shares; 2025Q3: 33,079 shares; 2025Q4: 38,845 shares; 2026Q1: 41,342 shares; 2026Q2: 41,281 shares 41,281 $9.37M 0.1% -61 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,183 shares; 2024Q4: 73,970 shares; 2025Q1: 75,453 shares; 2025Q2: 75,874 shares; 2025Q3: 73,184 shares; 2025Q4: 74,531 shares; 2026Q1: 78,096 shares; 2026Q2: 75,573 shares 75,573 $9.3M 0.1% -2,523 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,059 shares; 2025Q3: 176,282 shares; 2025Q4: 187,118 shares; 2026Q1: 202,937 shares; 2026Q2: 215,388 shares 215,388 $9.29M 0.1% +12,451 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: 69,855 shares; 2024Q4: 81,303 shares; 2025Q1: 79,319 shares; 2025Q2: 77,186 shares; 2025Q3: 77,757 shares; 2025Q4: 75,363 shares; 2026Q1: 91,062 shares; 2026Q2: 96,456 shares 96,456 $9.28M 0.1% +5,394 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: 105,322 shares; 2024Q4: 108,810 shares; 2025Q1: 123,001 shares; 2025Q2: 164,220 shares; 2025Q3: 165,710 shares; 2025Q4: 173,636 shares; 2026Q1: 137,612 shares; 2026Q2: 153,490 shares 153,490 $9.17M 0.1% +15,878 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: 66,145 shares; 2024Q4: 66,120 shares; 2025Q1: 59,854 shares; 2025Q2: 57,318 shares; 2025Q3: 58,104 shares; 2025Q4: 62,867 shares; 2026Q1: 87,479 shares; 2026Q2: 87,952 shares 87,952 $9.14M 0.1% +473 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: 83,910 shares; 2024Q4: 76,086 shares; 2025Q1: 56,503 shares; 2025Q2: 60,642 shares; 2025Q3: 57,463 shares; 2025Q4: 59,168 shares; 2026Q1: 60,454 shares; 2026Q2: 57,049 shares 57,049 $9.02M 0.1% -3,405 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: 100,378 shares; 2024Q4: 99,223 shares; 2025Q1: 72,347 shares; 2025Q2: 87,099 shares; 2025Q3: 98,456 shares; 2025Q4: 113,193 shares; 2026Q1: 115,091 shares; 2026Q2: 116,914 shares 116,914 $8.97M 0.1% +1,823 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,296 shares; 2024Q4: 126,684 shares; 2025Q1: 134,685 shares; 2025Q2: 255,599 shares; 2025Q3: 214,228 shares; 2025Q4: 215,182 shares; 2026Q1: 197,457 shares; 2026Q2: 195,920 shares 195,920 $8.95M 0.1% -1,537 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: 17,858 shares; 2024Q4: 19,064 shares; 2025Q1: 19,476 shares; 2025Q2: 21,264 shares; 2025Q3: 22,398 shares; 2025Q4: 26,576 shares; 2026Q1: 27,316 shares; 2026Q2: 27,853 shares 27,853 $8.77M 0.1% +537 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,548 shares; 2024Q4: 209,467 shares; 2025Q1: 233,047 shares; 2025Q2: 222,468 shares; 2025Q3: 222,850 shares; 2025Q4: 269,948 shares; 2026Q1: 257,954 shares; 2026Q2: 220,466 shares 220,466 $8.71M 0.1% -37,488 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: 162,923 shares; 2024Q4: 167,012 shares; 2025Q1: 170,104 shares; 2025Q2: 172,158 shares; 2025Q3: 180,632 shares; 2025Q4: 163,797 shares; 2026Q1: 170,243 shares; 2026Q2: 151,030 shares 151,030 $8.7M 0.1% -19,213 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,971 shares; 2024Q4: 14,420 shares; 2025Q1: 15,227 shares; 2025Q2: 15,933 shares; 2025Q3: 15,565 shares; 2025Q4: 17,027 shares; 2026Q1: 15,788 shares; 2026Q2: 15,496 shares 15,496 $8.69M 0.1% -292 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: 21,679 shares; 2024Q4: 22,171 shares; 2025Q1: 22,826 shares; 2025Q2: 20,811 shares; 2025Q3: 21,313 shares; 2025Q4: 21,915 shares; 2026Q1: 22,315 shares; 2026Q2: 22,042 shares 22,042 $8.68M 0.1% -273 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: 201,023 shares; 2024Q4: 196,901 shares; 2025Q1: 201,398 shares; 2025Q2: 196,895 shares; 2025Q3: 201,922 shares; 2025Q4: 204,903 shares; 2026Q1: 136,405 shares; 2026Q2: 171,522 shares 171,522 $8.67M 0.1% +35,117 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: 131,378 shares; 2024Q4: 210,964 shares; 2025Q1: 231,298 shares; 2025Q2: 143,087 shares; 2025Q3: 147,276 shares; 2025Q4: 71,284 shares; 2026Q1: 74,443 shares; 2026Q2: 75,920 shares 75,920 $8.57M 0.09% +1,477 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: 30,225 shares; 2024Q4: 33,049 shares; 2025Q1: 34,042 shares; 2025Q2: 35,936 shares; 2025Q3: 36,473 shares; 2025Q4: 37,514 shares; 2026Q1: 39,500 shares; 2026Q2: 38,741 shares 38,741 $8.54M 0.09% -759 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: 26,765 shares; 2024Q4: 29,095 shares; 2025Q1: 30,688 shares; 2025Q2: 35,683 shares; 2025Q3: 39,868 shares; 2025Q4: 41,850 shares; 2026Q1: 48,077 shares; 2026Q2: 48,159 shares 48,159 $8.49M 0.09% +82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,768 shares; 2025Q3: 9,537 shares; 2025Q4: 10,994 shares; 2026Q1: 22,874 shares; 2026Q2: 43,995 shares 43,995 $8.44M 0.09% +21,121 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: 24,389 shares; 2024Q4: 31,498 shares; 2025Q1: 37,785 shares; 2025Q2: 40,864 shares; 2025Q3: 42,874 shares; 2025Q4: 42,383 shares; 2026Q1: 51,205 shares; 2026Q2: 55,365 shares 55,365 $8.39M 0.09% +4,160 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: 32,928 shares; 2024Q4: 33,992 shares; 2025Q1: 28,462 shares; 2025Q2: 164,257 shares; 2025Q3: 180,654 shares; 2025Q4: 171,531 shares; 2026Q1: 181,212 shares; 2026Q2: 98,099 shares 98,099 $8.39M 0.09% -83,113 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: 23,951 shares; 2024Q4: 37,343 shares; 2025Q1: 35,222 shares; 2025Q2: 29,844 shares; 2025Q3: 27,442 shares; 2025Q4: 25,231 shares; 2026Q1: 20,565 shares; 2026Q2: 95,137 shares 95,137 $8.36M 0.09% +74,572 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: 119,711 shares; 2024Q4: 119,954 shares; 2025Q1: 119,533 shares; 2025Q2: 40,422 shares; 2025Q3: 50,742 shares; 2025Q4: 55,334 shares; 2026Q1: 64,546 shares; 2026Q2: 78,499 shares 78,499 $8.36M 0.09% +13,953 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,854 shares; 2024Q4: 141,439 shares; 2025Q1: 158,688 shares; 2025Q2: 156,661 shares; 2025Q3: 152,797 shares; 2025Q4: 147,003 shares; 2026Q1: 140,509 shares; 2026Q2: 121,967 shares 121,967 $8.24M 0.09% -18,542 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,269 shares; 2024Q4: 22,215 shares; 2025Q1: 22,184 shares; 2025Q2: 23,134 shares; 2025Q3: 24,015 shares; 2025Q4: 25,048 shares; 2026Q1: 22,912 shares; 2026Q2: 20,217 shares 20,217 $8.23M 0.09% -2,695 Timeline EDIV 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: 68,222 shares; 2024Q4: 105,196 shares; 2025Q1: 131,374 shares; 2025Q2: 146,895 shares; 2025Q3: 168,817 shares; 2025Q4: 178,104 shares; 2026Q1: 187,767 shares; 2026Q2: 197,794 shares 197,794 $8.1M 0.09% +10,027 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: 36,442 shares; 2024Q4: 43,782 shares; 2025Q1: 42,435 shares; 2025Q2: 48,437 shares; 2025Q3: 49,459 shares; 2025Q4: 44,958 shares; 2026Q1: 49,012 shares; 2026Q2: 44,377 shares 44,377 $8.03M 0.09% -4,635 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194,949 shares; 2026Q2: 216,920 shares 216,920 $7.94M 0.09% +21,971 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: 9,801 shares; 2024Q4: 10,113 shares; 2025Q1: 10,465 shares; 2025Q2: 11,118 shares; 2025Q3: 13,257 shares; 2025Q4: 11,822 shares; 2026Q1: 10,396 shares; 2026Q2: 48,084 shares 48,084 $7.86M 0.09% +37,688 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,476 shares; 2025Q4: 13,956 shares; 2026Q1: 80,548 shares; 2026Q2: 95,003 shares 95,003 $7.82M 0.09% +14,455 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: not reported; 2024Q4: not reported; 2025Q1: 8,536 shares; 2025Q2: 11,417 shares; 2025Q3: 11,399 shares; 2025Q4: 10,548 shares; 2026Q1: 126,778 shares; 2026Q2: 194,375 shares 194,375 $7.8M 0.09% +67,597 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: 47,926 shares; 2024Q4: 62,140 shares; 2025Q1: 71,919 shares; 2025Q2: 76,393 shares; 2025Q3: 77,538 shares; 2025Q4: 71,472 shares; 2026Q1: 65,271 shares; 2026Q2: 60,845 shares 60,845 $7.77M 0.09% -4,426 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: 45,508 shares; 2024Q4: 44,410 shares; 2025Q1: 46,261 shares; 2025Q2: 51,101 shares; 2025Q3: 49,982 shares; 2025Q4: 50,536 shares; 2026Q1: 56,246 shares; 2026Q2: 56,760 shares 56,760 $7.77M 0.09% +514 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: 57,837 shares; 2024Q4: 68,162 shares; 2025Q1: 68,686 shares; 2025Q2: 71,383 shares; 2025Q3: 72,236 shares; 2025Q4: 73,728 shares; 2026Q1: 70,432 shares; 2026Q2: 70,526 shares 70,526 $7.69M 0.08% +94 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: 8,782 shares; 2024Q4: 18,082 shares; 2025Q1: 25,575 shares; 2025Q2: 21,812 shares; 2025Q3: 32,833 shares; 2025Q4: 36,484 shares; 2026Q1: 24,479 shares; 2026Q2: 25,769 shares 25,769 $7.68M 0.08% +1,290 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: 10,796 shares; 2024Q4: 11,914 shares; 2025Q1: 12,657 shares; 2025Q2: 14,490 shares; 2025Q3: 14,591 shares; 2025Q4: 15,339 shares; 2026Q1: 15,806 shares; 2026Q2: 15,254 shares 15,254 $7.65M 0.08% -552 Timeline CLOI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,346 shares; 2025Q3: 61,679 shares; 2025Q4: 80,284 shares; 2026Q1: 102,809 shares; 2026Q2: 143,809 shares 143,809 $7.61M 0.08% +41,000 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: 19,215 shares; 2024Q4: 22,133 shares; 2025Q1: 23,004 shares; 2025Q2: 24,233 shares; 2025Q3: 25,119 shares; 2025Q4: 25,059 shares; 2026Q1: 23,823 shares; 2026Q2: 26,599 shares 26,599 $7.6M 0.08% +2,776 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,091 shares; 2024Q4: 50,322 shares; 2025Q1: 56,750 shares; 2025Q2: 60,139 shares; 2025Q3: 60,224 shares; 2025Q4: 56,754 shares; 2026Q1: 57,487 shares; 2026Q2: 55,873 shares 55,873 $7.57M 0.08% -1,614 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: 133,183 shares; 2024Q4: 142,377 shares; 2025Q1: 147,732 shares; 2025Q2: 146,886 shares; 2025Q3: 139,997 shares; 2025Q4: 144,953 shares; 2026Q1: 147,464 shares; 2026Q2: 139,743 shares 139,743 $7.49M 0.08% -7,721 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: 55,536 shares; 2024Q4: 58,419 shares; 2025Q1: 62,042 shares; 2025Q2: 64,129 shares; 2025Q3: 62,798 shares; 2025Q4: 65,765 shares; 2026Q1: 66,525 shares; 2026Q2: 63,656 shares 63,656 $7.49M 0.08% -2,869 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,316 shares; 2024Q4: 12,050 shares; 2025Q1: 8,785 shares; 2025Q2: 4,052 shares; 2025Q3: not reported; 2025Q4: 99,385 shares; 2026Q1: 127,307 shares; 2026Q2: 134,463 shares 134,463 $7.42M 0.08% +7,156 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,049 shares; 2024Q4: 104,772 shares; 2025Q1: 82,515 shares; 2025Q2: 110,029 shares; 2025Q3: 89,965 shares; 2025Q4: 203,822 shares; 2026Q1: 279,952 shares; 2026Q2: 319,340 shares 319,340 $7.27M 0.08% +39,388 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: 55,436 shares; 2024Q4: 62,752 shares; 2025Q1: 69,476 shares; 2025Q2: 77,447 shares; 2025Q3: 77,589 shares; 2025Q4: 79,897 shares; 2026Q1: 80,185 shares; 2026Q2: 75,860 shares 75,860 $7.26M 0.08% -4,325 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: 288,194 shares; 2024Q4: 296,263 shares; 2025Q1: 299,796 shares; 2025Q2: 303,587 shares; 2025Q3: 360,578 shares; 2025Q4: 331,741 shares; 2026Q1: 301,876 shares; 2026Q2: 297,975 shares 297,975 $7.18M 0.08% -3,901 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,863 shares; 2025Q2: 17,774 shares; 2025Q3: 12,313 shares; 2025Q4: 16,390 shares; 2026Q1: 22,745 shares; 2026Q2: 26,363 shares 26,363 $7.17M 0.08% +3,618 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,562 shares; 2024Q4: 165,593 shares; 2025Q1: 209,109 shares; 2025Q2: 249,872 shares; 2025Q3: 226,458 shares; 2025Q4: 232,514 shares; 2026Q1: 223,981 shares; 2026Q2: 223,206 shares 223,206 $7.14M 0.08% -775 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: 30,070 shares; 2024Q4: 67,753 shares; 2025Q1: 73,616 shares; 2025Q2: 74,193 shares; 2025Q3: 78,298 shares; 2025Q4: 85,226 shares; 2026Q1: 79,245 shares; 2026Q2: 78,777 shares 78,777 $7.1M 0.08% -468 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: 347,121 shares; 2024Q4: 383,516 shares; 2025Q1: 363,766 shares; 2025Q2: 361,704 shares; 2025Q3: 360,316 shares; 2025Q4: 371,851 shares; 2026Q1: 351,328 shares; 2026Q2: 339,217 shares 339,217 $7.02M 0.08% -12,111 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: 27,880 shares; 2024Q4: 41,696 shares; 2025Q1: 42,166 shares; 2025Q2: 41,392 shares; 2025Q3: 46,052 shares; 2025Q4: 50,651 shares; 2026Q1: 50,095 shares; 2026Q2: 49,621 shares 49,621 $6.94M 0.08% -474 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,471 shares; 2024Q4: 103,308 shares; 2025Q1: 128,336 shares; 2025Q2: 159,581 shares; 2025Q3: 181,565 shares; 2025Q4: 216,287 shares; 2026Q1: 325,035 shares; 2026Q2: 236,026 shares 236,026 $6.9M 0.08% -89,009 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,000 shares; 2026Q2: 273,525 shares 273,525 $6.9M 0.08% +117,525 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: 42,729 shares; 2024Q4: 40,374 shares; 2025Q1: 39,931 shares; 2025Q2: 42,671 shares; 2025Q3: 43,901 shares; 2025Q4: 45,996 shares; 2026Q1: 46,614 shares; 2026Q2: 47,086 shares 47,086 $6.89M 0.08% +472 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: 22,504 shares; 2024Q4: 51,714 shares; 2025Q1: 61,857 shares; 2025Q2: 62,569 shares; 2025Q3: 63,924 shares; 2025Q4: 70,085 shares; 2026Q1: 70,980 shares; 2026Q2: 68,792 shares 68,792 $6.78M 0.07% -2,188 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: 4,453 shares; 2024Q4: 7,314 shares; 2025Q1: 4,158 shares; 2025Q2: 4,129 shares; 2025Q3: 5,342 shares; 2025Q4: 10,938 shares; 2026Q1: 14,187 shares; 2026Q2: 20,233 shares 20,233 $6.77M 0.07% +6,046 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: 54,291 shares; 2024Q4: 50,893 shares; 2025Q1: 49,454 shares; 2025Q2: 49,460 shares; 2025Q3: 49,741 shares; 2025Q4: 30,232 shares; 2026Q1: 32,277 shares; 2026Q2: 152,590 shares 152,590 $6.77M 0.07% +120,313 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: 287,594 shares; 2024Q4: 319,467 shares; 2025Q1: 212,391 shares; 2025Q2: 183,734 shares; 2025Q3: 124,239 shares; 2025Q4: 121,127 shares; 2026Q1: 111,648 shares; 2026Q2: 108,971 shares 108,971 $6.77M 0.07% -2,677 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 4,861 shares; 2025Q1: 7,209 shares; 2025Q2: 8,353 shares; 2025Q3: 8,251 shares; 2025Q4: 13,424 shares; 2026Q1: 12,439 shares; 2026Q2: 10,560 shares 10,560 $6.74M 0.07% -1,879 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,757 shares; 2024Q4: 16,132 shares; 2025Q1: 16,181 shares; 2025Q2: 16,914 shares; 2025Q3: 16,906 shares; 2025Q4: 17,375 shares; 2026Q1: 18,049 shares; 2026Q2: 17,896 shares 17,896 $6.72M 0.07% -153 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: 97,339 shares; 2024Q4: 103,281 shares; 2025Q1: 108,588 shares; 2025Q2: 112,558 shares; 2025Q3: 109,300 shares; 2025Q4: 113,218 shares; 2026Q1: 114,648 shares; 2026Q2: 84,879 shares 84,879 $6.64M 0.07% -29,769 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: 96,385 shares; 2024Q4: 96,836 shares; 2025Q1: 90,546 shares; 2025Q2: 82,628 shares; 2025Q3: 97,310 shares; 2025Q4: 115,226 shares; 2026Q1: 114,803 shares; 2026Q2: 109,933 shares 109,933 $6.63M 0.07% -4,870 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: 100,483 shares; 2024Q4: 91,576 shares; 2025Q1: 98,328 shares; 2025Q2: 100,810 shares; 2025Q3: 112,795 shares; 2025Q4: 113,584 shares; 2026Q1: 112,054 shares; 2026Q2: 113,309 shares 113,309 $6.61M 0.07% +1,255 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: 21,257 shares; 2024Q4: 21,167 shares; 2025Q1: 19,910 shares; 2025Q2: 22,508 shares; 2025Q3: 21,165 shares; 2025Q4: 21,584 shares; 2026Q1: 25,061 shares; 2026Q2: 26,595 shares 26,595 $6.55M 0.07% +1,534 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,347 shares; 2024Q4: 81,592 shares; 2025Q1: 86,711 shares; 2025Q2: 102,866 shares; 2025Q3: 97,630 shares; 2025Q4: 93,987 shares; 2026Q1: 93,471 shares; 2026Q2: 87,187 shares 87,187 $6.54M 0.07% -6,284 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,363 shares; 2024Q4: 66,550 shares; 2025Q1: 63,163 shares; 2025Q2: 106,317 shares; 2025Q3: 108,998 shares; 2025Q4: 111,791 shares; 2026Q1: 114,576 shares; 2026Q2: 119,025 shares 119,025 $6.5M 0.07% +4,449 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,229 shares; 2024Q4: 59,570 shares; 2025Q1: 56,133 shares; 2025Q2: 61,091 shares; 2025Q3: 60,349 shares; 2025Q4: 62,046 shares; 2026Q1: 58,263 shares; 2026Q2: 55,245 shares 55,245 $6.48M 0.07% -3,018 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: not reported; 2025Q4: not reported; 2026Q1: 1,272 shares; 2026Q2: 2,840 shares 2,840 $6.46M 0.07% +1,568 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,094 shares; 2025Q3: 28,498 shares; 2025Q4: 36,934 shares; 2026Q1: 48,059 shares; 2026Q2: 64,417 shares 64,417 $6.41M 0.07% +16,358 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,105 shares; 2024Q4: 18,899 shares; 2025Q1: 22,402 shares; 2025Q2: 23,455 shares; 2025Q3: 22,809 shares; 2025Q4: 22,887 shares; 2026Q1: 24,798 shares; 2026Q2: 24,614 shares 24,614 $6.41M 0.07% -184 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,071 shares; 2024Q4: 13,290 shares; 2025Q1: 11,780 shares; 2025Q2: 15,270 shares; 2025Q3: 15,490 shares; 2025Q4: 14,976 shares; 2026Q1: 15,554 shares; 2026Q2: 17,571 shares 17,571 $6.41M 0.07% +2,017 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,731 shares; 2024Q4: 30,728 shares; 2025Q1: 26,792 shares; 2025Q2: 22,206 shares; 2025Q3: 21,631 shares; 2025Q4: 31,683 shares; 2026Q1: 37,783 shares; 2026Q2: 58,337 shares 58,337 $6.4M 0.07% +20,554 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,786 shares; 2024Q4: 33,570 shares; 2025Q1: 31,482 shares; 2025Q2: 30,656 shares; 2025Q3: 31,453 shares; 2025Q4: 31,122 shares; 2026Q1: 30,087 shares; 2026Q2: 29,478 shares 29,478 $6.4M 0.07% -609 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: 72,785 shares; 2024Q4: 64,453 shares; 2025Q1: 74,227 shares; 2025Q2: 71,951 shares; 2025Q3: 75,886 shares; 2025Q4: 75,554 shares; 2026Q1: 81,759 shares; 2026Q2: 77,940 shares 77,940 $6.4M 0.07% -3,819 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: not reported; 2024Q4: 25,514 shares; 2025Q1: 28,334 shares; 2025Q2: 29,358 shares; 2025Q3: 30,492 shares; 2025Q4: 52,489 shares; 2026Q1: 75,537 shares; 2026Q2: 108,153 shares 108,153 $6.37M 0.07% +32,616 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,904 shares; 2024Q4: 76,047 shares; 2025Q1: 84,404 shares; 2025Q2: 86,634 shares; 2025Q3: 96,121 shares; 2025Q4: 103,592 shares; 2026Q1: 100,203 shares; 2026Q2: 123,587 shares 123,587 $6.31M 0.07% +23,384 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: 57,133 shares; 2024Q4: 61,006 shares; 2025Q1: 61,933 shares; 2025Q2: 61,946 shares; 2025Q3: 64,859 shares; 2025Q4: 65,703 shares; 2026Q1: 66,202 shares; 2026Q2: 65,325 shares 65,325 $6.29M 0.07% -877 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,886 shares; 2025Q2: 148,351 shares; 2025Q3: 158,730 shares; 2025Q4: 156,104 shares; 2026Q1: 151,427 shares; 2026Q2: 144,812 shares 144,812 $6.29M 0.07% -6,615 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,990 shares; 2024Q4: 40,020 shares; 2025Q1: 77,412 shares; 2025Q2: 102,935 shares; 2025Q3: 117,757 shares; 2025Q4: 132,134 shares; 2026Q1: 140,027 shares; 2026Q2: 119,686 shares 119,686 $6.27M 0.07% -20,341 Timeline FLUD FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,169 shares; 2026Q2: 249,921 shares 249,921 $6.26M 0.07% +34,752 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: 101,625 shares; 2024Q4: 101,924 shares; 2025Q1: 92,799 shares; 2025Q2: 82,964 shares; 2025Q3: 70,496 shares; 2025Q4: 77,050 shares; 2026Q1: 81,072 shares; 2026Q2: 84,997 shares 84,997 $6.24M 0.07% +3,925 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,633 shares; 2024Q4: 109,588 shares; 2025Q1: 116,035 shares; 2025Q2: 130,342 shares; 2025Q3: 137,314 shares; 2025Q4: 131,654 shares; 2026Q1: 119,885 shares; 2026Q2: 107,328 shares 107,328 $6.21M 0.07% -12,557 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: 5,473 shares; 2024Q4: 8,877 shares; 2025Q1: 9,028 shares; 2025Q2: 9,303 shares; 2025Q3: 10,209 shares; 2025Q4: 9,183 shares; 2026Q1: 10,967 shares; 2026Q2: 12,132 shares 12,132 $6.18M 0.07% +1,165 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: 24,422 shares; 2024Q4: 25,102 shares; 2025Q1: 26,446 shares; 2025Q2: 29,141 shares; 2025Q3: 30,334 shares; 2025Q4: 35,158 shares; 2026Q1: 37,232 shares; 2026Q2: 40,539 shares 40,539 $6.17M 0.07% +3,307 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,297 shares; 2024Q4: 15,696 shares; 2025Q1: 21,036 shares; 2025Q2: 20,816 shares; 2025Q3: 22,420 shares; 2025Q4: 22,919 shares; 2026Q1: 25,292 shares; 2026Q2: 25,632 shares 25,632 $6.1M 0.07% +340 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,386 shares; 2024Q4: 29,378 shares; 2025Q1: 29,009 shares; 2025Q2: 28,529 shares; 2025Q3: 28,630 shares; 2025Q4: 29,762 shares; 2026Q1: 29,841 shares; 2026Q2: 26,980 shares 26,980 $6.04M 0.07% -2,861 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,194 shares; 2024Q4: 429,548 shares; 2025Q1: 455,005 shares; 2025Q2: 471,407 shares; 2025Q3: 449,008 shares; 2025Q4: 459,447 shares; 2026Q1: 381,651 shares; 2026Q2: 377,529 shares 377,529 $6M 0.07% -4,122 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: 37,243 shares; 2024Q4: 41,809 shares; 2025Q1: 43,827 shares; 2025Q2: 59,973 shares; 2025Q3: 64,009 shares; 2025Q4: 69,562 shares; 2026Q1: 69,573 shares; 2026Q2: 75,445 shares 75,445 $5.99M 0.07% +5,872 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: 8,849 shares; 2024Q4: 9,812 shares; 2025Q1: 18,795 shares; 2025Q2: 18,311 shares; 2025Q3: 17,658 shares; 2025Q4: 21,757 shares; 2026Q1: 22,158 shares; 2026Q2: 22,071 shares 22,071 $5.93M 0.07% -87 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,583 shares; 2025Q2: 26,946 shares; 2025Q3: 28,894 shares; 2025Q4: 38,499 shares; 2026Q1: 39,204 shares; 2026Q2: 37,213 shares 37,213 $5.92M 0.07% -1,991 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,821 shares; 2024Q4: 36,422 shares; 2025Q1: 38,261 shares; 2025Q2: 40,151 shares; 2025Q3: 61,910 shares; 2025Q4: 62,928 shares; 2026Q1: 66,750 shares; 2026Q2: 56,489 shares 56,489 $5.84M 0.06% -10,261 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: 14,310 shares; 2024Q4: 15,964 shares; 2025Q1: 18,421 shares; 2025Q2: 17,881 shares; 2025Q3: 17,993 shares; 2025Q4: 22,082 shares; 2026Q1: 22,591 shares; 2026Q2: 22,804 shares 22,804 $5.83M 0.06% +213 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: 7,948 shares; 2024Q4: 23,915 shares; 2025Q1: 157,426 shares; 2025Q2: 154,253 shares; 2025Q3: 157,792 shares; 2025Q4: 163,473 shares; 2026Q1: 170,364 shares; 2026Q2: 171,769 shares 171,769 $5.81M 0.06% +1,405 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 5,879 shares; 2026Q1: 14,040 shares; 2026Q2: 33,984 shares 33,984 $5.76M 0.06% +19,944 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: 11,192 shares; 2024Q4: 12,823 shares; 2025Q1: 7,371 shares; 2025Q2: 9,560 shares; 2025Q3: 4,027 shares; 2025Q4: 10,854 shares; 2026Q1: 13,099 shares; 2026Q2: 13,357 shares 13,357 $5.76M 0.06% +258 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,519 shares; 2024Q4: 9,692 shares; 2025Q1: 10,750 shares; 2025Q2: 10,552 shares; 2025Q3: 16,756 shares; 2025Q4: 21,843 shares; 2026Q1: 22,840 shares; 2026Q2: 20,328 shares 20,328 $5.75M 0.06% -2,512 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,363 shares; 2026Q2: 60,145 shares 60,145 $5.69M 0.06% +37,782 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: not reported; 2024Q4: 37,795 shares; 2025Q1: 140,690 shares; 2025Q2: 133,724 shares; 2025Q3: 67,014 shares; 2025Q4: 66,611 shares; 2026Q1: 119,481 shares; 2026Q2: 121,303 shares 121,303 $5.69M 0.06% +1,822 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,416 shares; 2024Q4: 16,593 shares; 2025Q1: 20,792 shares; 2025Q2: 25,119 shares; 2025Q3: 22,723 shares; 2025Q4: 24,893 shares; 2026Q1: 25,456 shares; 2026Q2: 23,963 shares 23,963 $5.69M 0.06% -1,493 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: 2,568 shares; 2024Q4: 4,752 shares; 2025Q1: 7,756 shares; 2025Q2: 8,412 shares; 2025Q3: 12,907 shares; 2025Q4: 14,409 shares; 2026Q1: 14,025 shares; 2026Q2: 7,747 shares 7,747 $5.58M 0.06% -6,278 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,599 shares; 2024Q4: 118,649 shares; 2025Q1: 115,377 shares; 2025Q2: 100,589 shares; 2025Q3: 81,375 shares; 2025Q4: 63,545 shares; 2026Q1: 50,590 shares; 2026Q2: 40,736 shares 40,736 $5.56M 0.06% -9,854 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,736 shares; 2025Q1: 9,977 shares; 2025Q2: 10,884 shares; 2025Q3: 25,867 shares; 2025Q4: 61,887 shares; 2026Q1: 74,424 shares; 2026Q2: 92,441 shares 92,441 $5.52M 0.06% +18,017 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: 62,638 shares; 2024Q4: 66,458 shares; 2025Q1: 57,414 shares; 2025Q2: 57,260 shares; 2025Q3: 51,949 shares; 2025Q4: 98,997 shares; 2026Q1: 111,078 shares; 2026Q2: 103,591 shares 103,591 $5.5M 0.06% -7,487 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,844 shares; 2024Q4: 26,022 shares; 2025Q1: 30,754 shares; 2025Q2: 28,172 shares; 2025Q3: 24,550 shares; 2025Q4: 25,510 shares; 2026Q1: 26,883 shares; 2026Q2: 24,548 shares 24,548 $5.47M 0.06% -2,335 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,578 shares; 2025Q4: 117,142 shares; 2026Q1: 247,817 shares; 2026Q2: 198,571 shares 198,571 $5.4M 0.06% -49,246 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,914 shares; 2024Q4: 5,034 shares; 2025Q1: 6,506 shares; 2025Q2: 8,275 shares; 2025Q3: 29,732 shares; 2025Q4: 35,571 shares; 2026Q1: 39,094 shares; 2026Q2: 53,737 shares 53,737 $5.39M 0.06% +14,643 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,560 shares; 2024Q4: 35,242 shares; 2025Q1: 40,011 shares; 2025Q2: 44,266 shares; 2025Q3: 46,663 shares; 2025Q4: 51,007 shares; 2026Q1: 65,283 shares; 2026Q2: 80,650 shares 80,650 $5.35M 0.06% +15,367 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,941 shares 64,941 $5.32M 0.06% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,017 shares; 2024Q4: 3,232 shares; 2025Q1: 3,639 shares; 2025Q2: 63,519 shares; 2025Q3: 68,310 shares; 2025Q4: 60,851 shares; 2026Q1: 60,356 shares; 2026Q2: 57,718 shares 57,718 $5.32M 0.06% -2,638 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: 71,909 shares; 2024Q4: 78,852 shares; 2025Q1: 57,508 shares; 2025Q2: 55,329 shares; 2025Q3: 60,032 shares; 2025Q4: 48,137 shares; 2026Q1: 43,247 shares; 2026Q2: 49,130 shares 49,130 $5.28M 0.06% +5,883 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: 43,341 shares; 2024Q4: 42,754 shares; 2025Q1: 43,002 shares; 2025Q2: 44,485 shares; 2025Q3: 44,878 shares; 2025Q4: 43,665 shares; 2026Q1: 43,880 shares; 2026Q2: 42,285 shares 42,285 $5.26M 0.06% -1,595 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,861 shares; 2024Q4: 7,036 shares; 2025Q1: 5,259 shares; 2025Q2: 6,127 shares; 2025Q3: 10,254 shares; 2025Q4: 10,438 shares; 2026Q1: 9,675 shares; 2026Q2: 10,539 shares 10,539 $5.24M 0.06% +864 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,859 shares; 2024Q4: 3,833 shares; 2025Q1: 3,193 shares; 2025Q2: 3,108 shares; 2025Q3: 2,837 shares; 2025Q4: 2,657 shares; 2026Q1: 25,991 shares; 2026Q2: 26,129 shares 26,129 $5.22M 0.06% +138 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,586 shares; 2025Q2: 25,132 shares; 2025Q3: 19,731 shares; 2025Q4: 28,854 shares; 2026Q1: 44,941 shares; 2026Q2: 51,921 shares 51,921 $5.21M 0.06% +6,980 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,288 shares; 2024Q4: 28,390 shares; 2025Q1: 28,033 shares; 2025Q2: 27,921 shares; 2025Q3: 27,155 shares; 2025Q4: 27,911 shares; 2026Q1: 28,139 shares; 2026Q2: 28,672 shares 28,672 $5.19M 0.06% +533 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: 23,251 shares; 2024Q4: 44,019 shares; 2025Q1: 51,832 shares; 2025Q2: 54,644 shares; 2025Q3: 56,936 shares; 2025Q4: 63,011 shares; 2026Q1: 65,682 shares; 2026Q2: 63,636 shares 63,636 $5.18M 0.06% -2,046 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: 10,247 shares; 2024Q4: 10,792 shares; 2025Q1: 12,805 shares; 2025Q2: 15,011 shares; 2025Q3: 14,523 shares; 2025Q4: 14,377 shares; 2026Q1: 14,324 shares; 2026Q2: 13,992 shares 13,992 $5.12M 0.06% -332 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: 47,257 shares; 2024Q4: 44,558 shares; 2025Q1: 51,694 shares; 2025Q2: 55,200 shares; 2025Q3: 49,476 shares; 2025Q4: 48,723 shares; 2026Q1: 48,568 shares; 2026Q2: 44,719 shares 44,719 $5.11M 0.06% -3,849 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: 58,573 shares; 2024Q4: 61,740 shares; 2025Q1: 62,015 shares; 2025Q2: 62,922 shares; 2025Q3: 63,403 shares; 2025Q4: 66,778 shares; 2026Q1: 70,222 shares; 2026Q2: 80,761 shares 80,761 $5.08M 0.06% +10,539 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,374 shares; 2024Q4: 415,917 shares; 2025Q1: 408,255 shares; 2025Q2: 374,601 shares; 2025Q3: 370,139 shares; 2025Q4: 370,620 shares; 2026Q1: 369,659 shares; 2026Q2: 364,023 shares 364,023 $5.06M 0.06% -5,636 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: 15,212 shares; 2024Q4: 17,832 shares; 2025Q1: 18,359 shares; 2025Q2: 20,659 shares; 2025Q3: 21,515 shares; 2025Q4: 21,543 shares; 2026Q1: 21,060 shares; 2026Q2: 20,042 shares 20,042 $5.06M 0.06% -1,018 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: 40,091 shares; 2024Q4: 42,171 shares; 2025Q1: 46,992 shares; 2025Q2: 57,849 shares; 2025Q3: 44,809 shares; 2025Q4: 40,362 shares; 2026Q1: 39,552 shares; 2026Q2: 38,699 shares 38,699 $5.05M 0.06% -853 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: 76,599 shares; 2024Q4: 81,324 shares; 2025Q1: 85,877 shares; 2025Q2: 92,241 shares; 2025Q3: 97,939 shares; 2025Q4: 93,069 shares; 2026Q1: 96,909 shares; 2026Q2: 100,905 shares 100,905 $5.03M 0.06% +3,996 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,785 shares; 2025Q2: 62,689 shares; 2025Q3: 60,226 shares; 2025Q4: 62,392 shares; 2026Q1: 60,840 shares; 2026Q2: 60,888 shares 60,888 $5.03M 0.06% +48 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: 188,461 shares; 2024Q4: 172,920 shares; 2025Q1: 118,521 shares; 2025Q2: 88,362 shares; 2025Q3: 86,207 shares; 2025Q4: 83,964 shares; 2026Q1: 57,534 shares; 2026Q2: 53,463 shares 53,463 $5.02M 0.06% -4,071 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,308 shares; 2024Q4: 149,286 shares; 2025Q1: 156,682 shares; 2025Q2: 168,428 shares; 2025Q3: 169,749 shares; 2025Q4: 169,583 shares; 2026Q1: 171,587 shares; 2026Q2: 165,460 shares 165,460 $5M 0.05% -6,127 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: 3,637 shares; 2024Q4: 4,150 shares; 2025Q1: 6,052 shares; 2025Q2: 6,510 shares; 2025Q3: 15,700 shares; 2025Q4: 21,092 shares; 2026Q1: 19,867 shares; 2026Q2: 20,101 shares 20,101 $4.99M 0.05% +234 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: 29,120 shares 29,120 $4.98M 0.05% new 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: 52,448 shares; 2024Q4: 54,613 shares; 2025Q1: 56,909 shares; 2025Q2: 57,422 shares; 2025Q3: 58,513 shares; 2025Q4: 60,591 shares; 2026Q1: 60,686 shares; 2026Q2: 61,968 shares 61,968 $4.96M 0.05% +1,282 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,483 shares; 2025Q3: 187,822 shares; 2025Q4: 208,274 shares; 2026Q1: 217,164 shares; 2026Q2: 230,707 shares 230,707 $4.94M 0.05% +13,543 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172,245 shares; 2025Q4: 179,673 shares; 2026Q1: 219,148 shares; 2026Q2: 235,889 shares 235,889 $4.92M 0.05% +16,741 Timeline ARKK 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: 94,145 shares; 2024Q4: 81,201 shares; 2025Q1: 89,543 shares; 2025Q2: 61,129 shares; 2025Q3: 64,140 shares; 2025Q4: 67,719 shares; 2026Q1: 64,815 shares; 2026Q2: 60,859 shares 60,859 $4.92M 0.05% -3,956 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: 15,712 shares; 2024Q4: 16,583 shares; 2025Q1: 36,867 shares; 2025Q2: 48,265 shares; 2025Q3: 43,751 shares; 2025Q4: 42,038 shares; 2026Q1: 54,060 shares; 2026Q2: 56,037 shares 56,037 $4.87M 0.05% +1,977 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: 132,410 shares; 2024Q4: 142,783 shares; 2025Q1: 104,219 shares; 2025Q2: 92,910 shares; 2025Q3: 110,701 shares; 2025Q4: 109,033 shares; 2026Q1: 134,617 shares; 2026Q2: 95,787 shares 95,787 $4.85M 0.05% -38,830 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: 21,560 shares 21,560 $4.83M 0.05% new Timeline SPGP 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: 4,489 shares; 2024Q4: 11,415 shares; 2025Q1: 5,751 shares; 2025Q2: 16,629 shares; 2025Q3: 34,555 shares; 2025Q4: 33,139 shares; 2026Q1: 36,576 shares; 2026Q2: 39,216 shares 39,216 $4.8M 0.05% +2,640 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: 21,603 shares 21,603 $4.78M 0.05% new 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: 16,957 shares; 2024Q4: 23,708 shares; 2025Q1: 37,564 shares; 2025Q2: 96,046 shares; 2025Q3: 97,556 shares; 2025Q4: 95,718 shares; 2026Q1: 109,530 shares; 2026Q2: 112,342 shares 112,342 $4.76M 0.05% +2,812 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: 36,316 shares; 2024Q4: 36,555 shares; 2025Q1: 35,165 shares; 2025Q2: 29,953 shares; 2025Q3: 28,314 shares; 2025Q4: 29,979 shares; 2026Q1: 31,242 shares; 2026Q2: 29,885 shares 29,885 $4.74M 0.05% -1,357 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 39,893 shares; 2026Q1: 41,442 shares; 2026Q2: 212,868 shares 212,868 $4.7M 0.05% +171,426 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: 125,720 shares; 2024Q4: 137,792 shares; 2025Q1: 140,633 shares; 2025Q2: 89,318 shares; 2025Q3: 105,477 shares; 2025Q4: 107,960 shares; 2026Q1: 104,537 shares; 2026Q2: 98,402 shares 98,402 $4.68M 0.05% -6,135 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,756 shares; 2024Q4: 90,367 shares; 2025Q1: 130,034 shares; 2025Q2: 144,299 shares; 2025Q3: 228,679 shares; 2025Q4: 271,239 shares; 2026Q1: 284,878 shares; 2026Q2: 204,781 shares 204,781 $4.64M 0.05% -80,097 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,902 shares; 2024Q4: 69,221 shares; 2025Q1: 191,251 shares; 2025Q2: 238,987 shares; 2025Q3: 172,955 shares; 2025Q4: 175,826 shares; 2026Q1: 181,625 shares; 2026Q2: 206,900 shares 206,900 $4.62M 0.05% +25,275 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: 61,224 shares; 2024Q4: 63,725 shares; 2025Q1: 34,477 shares; 2025Q2: 29,068 shares; 2025Q3: 38,254 shares; 2025Q4: 48,309 shares; 2026Q1: 56,748 shares; 2026Q2: 95,173 shares 95,173 $4.61M 0.05% +38,425 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,115 shares; 2024Q4: 31,373 shares; 2025Q1: 33,114 shares; 2025Q2: 33,922 shares; 2025Q3: 34,569 shares; 2025Q4: 34,652 shares; 2026Q1: 30,774 shares; 2026Q2: 17,407 shares 17,407 $4.61M 0.05% -13,367 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: 55,807 shares; 2024Q4: 53,664 shares; 2025Q1: 72,337 shares; 2025Q2: 80,131 shares; 2025Q3: 81,533 shares; 2025Q4: 97,395 shares; 2026Q1: 90,658 shares; 2026Q2: 61,746 shares 61,746 $4.59M 0.05% -28,912 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,194 shares; 2024Q4: 117,661 shares; 2025Q1: 120,206 shares; 2025Q2: 136,439 shares; 2025Q3: 158,189 shares; 2025Q4: 167,154 shares; 2026Q1: 181,877 shares; 2026Q2: 180,093 shares 180,093 $4.58M 0.05% -1,784 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: 14,478 shares; 2024Q4: 14,416 shares; 2025Q1: 14,551 shares; 2025Q2: 15,484 shares; 2025Q3: 15,509 shares; 2025Q4: 15,493 shares; 2026Q1: 15,941 shares; 2026Q2: 14,604 shares 14,604 $4.57M 0.05% -1,337 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,975 shares; 2024Q4: 12,502 shares; 2025Q1: 16,161 shares; 2025Q2: 15,782 shares; 2025Q3: 16,290 shares; 2025Q4: 16,821 shares; 2026Q1: 15,602 shares; 2026Q2: 14,531 shares 14,531 $4.57M 0.05% -1,071 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: 46,227 shares; 2024Q4: 45,652 shares; 2025Q1: 46,113 shares; 2025Q2: 47,528 shares; 2025Q3: 47,949 shares; 2025Q4: 101,606 shares; 2026Q1: 102,960 shares; 2026Q2: 100,569 shares 100,569 $4.56M 0.05% -2,391 Timeline ILDR 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: 119,160 shares; 2026Q2: 115,700 shares 115,700 $4.54M 0.05% -3,460 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: 14,459 shares; 2024Q4: 29,185 shares; 2025Q1: 53,868 shares; 2025Q2: 55,152 shares; 2025Q3: 57,386 shares; 2025Q4: 76,248 shares; 2026Q1: 81,993 shares; 2026Q2: 85,829 shares 85,829 $4.54M 0.05% +3,836 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: 41,914 shares; 2024Q4: 38,653 shares; 2025Q1: 53,595 shares; 2025Q2: 98,273 shares; 2025Q3: 101,049 shares; 2025Q4: 100,973 shares; 2026Q1: 97,934 shares; 2026Q2: 69,116 shares 69,116 $4.53M 0.05% -28,818 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: 11,572 shares; 2024Q4: 12,137 shares; 2025Q1: 13,704 shares; 2025Q2: 16,752 shares; 2025Q3: 28,503 shares; 2025Q4: 27,650 shares; 2026Q1: 30,028 shares; 2026Q2: 26,646 shares 26,646 $4.53M 0.05% -3,382 Timeline QYLD 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: 247,559 shares; 2024Q4: 244,754 shares; 2025Q1: 246,265 shares; 2025Q2: 258,994 shares; 2025Q3: 270,334 shares; 2025Q4: 268,487 shares; 2026Q1: 240,497 shares; 2026Q2: 245,550 shares 245,550 $4.53M 0.05% +5,053 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,844 shares; 2024Q4: 24,054 shares; 2025Q1: 24,410 shares; 2025Q2: 23,839 shares; 2025Q3: 16,626 shares; 2025Q4: 11,290 shares; 2026Q1: 16,069 shares; 2026Q2: 15,425 shares 15,425 $4.52M 0.05% -644 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,070 shares; 2025Q2: 33,295 shares; 2025Q3: 37,113 shares; 2025Q4: 83,054 shares; 2026Q1: 95,696 shares; 2026Q2: 105,519 shares 105,519 $4.47M 0.05% +9,823 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,322 shares; 2025Q3: 161,810 shares; 2025Q4: 168,319 shares; 2026Q1: 140,014 shares; 2026Q2: 129,533 shares 129,533 $4.44M 0.05% -10,481 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,067 shares; 2024Q4: 3,953 shares; 2025Q1: 2,975 shares; 2025Q2: 16,032 shares; 2025Q3: 18,198 shares; 2025Q4: 24,689 shares; 2026Q1: 25,319 shares; 2026Q2: 25,714 shares 25,714 $4.43M 0.05% +395 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,904 shares 87,904 $4.43M 0.05% new Timeline FLTR 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: 49,090 shares; 2024Q4: 46,643 shares; 2025Q1: 46,259 shares; 2025Q2: 127,402 shares; 2025Q3: 134,973 shares; 2025Q4: 136,166 shares; 2026Q1: 191,602 shares; 2026Q2: 172,534 shares 172,534 $4.42M 0.05% -19,068 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,904 shares; 2024Q4: 210,470 shares; 2025Q1: 227,196 shares; 2025Q2: 236,003 shares; 2025Q3: 240,764 shares; 2025Q4: 202,655 shares; 2026Q1: 201,093 shares; 2026Q2: 128,521 shares 128,521 $4.37M 0.05% -72,572 Timeline TRFK 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: 35,325 shares; 2024Q4: 43,549 shares; 2025Q1: 38,134 shares; 2025Q2: not reported; 2025Q3: 8,866 shares; 2025Q4: 9,122 shares; 2026Q1: 11,390 shares; 2026Q2: 40,840 shares 40,840 $4.36M 0.05% +29,450 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,205 shares; 2024Q4: 43,903 shares; 2025Q1: 79,827 shares; 2025Q2: 87,051 shares; 2025Q3: 101,650 shares; 2025Q4: 120,808 shares; 2026Q1: 135,973 shares; 2026Q2: 196,004 shares 196,004 $4.33M 0.05% +60,031 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,643 shares; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 4,464 shares; 2025Q4: 5,369 shares; 2026Q1: 4,710 shares; 2026Q2: 5,133 shares 5,133 $4.31M 0.05% +423 Timeline GRPM 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: 43,420 shares; 2024Q4: 43,644 shares; 2025Q1: 45,033 shares; 2025Q2: 47,392 shares; 2025Q3: 45,489 shares; 2025Q4: 43,218 shares; 2026Q1: 38,644 shares; 2026Q2: 33,024 shares 33,024 $4.3M 0.05% -5,620 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: 75,337 shares; 2024Q4: 29,548 shares; 2025Q1: 26,341 shares; 2025Q2: 28,920 shares; 2025Q3: 28,698 shares; 2025Q4: 49,807 shares; 2026Q1: 68,656 shares; 2026Q2: 72,626 shares 72,626 $4.28M 0.05% +3,970 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,246 shares; 2024Q4: 33,721 shares; 2025Q1: 34,458 shares; 2025Q2: 34,937 shares; 2025Q3: 35,367 shares; 2025Q4: 36,084 shares; 2026Q1: 36,196 shares; 2026Q2: 36,622 shares 36,622 $4.28M 0.05% +426 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 41,805 shares 41,805 $4.24M 0.05% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,054 shares; 2025Q1: 34,018 shares; 2025Q2: 34,695 shares; 2025Q3: 34,940 shares; 2025Q4: 35,543 shares; 2026Q1: 35,942 shares; 2026Q2: 35,798 shares 35,798 $4.23M 0.05% -144 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,970 shares; 2024Q4: 20,436 shares; 2025Q1: 6,810 shares; 2025Q2: 8,273 shares; 2025Q3: 5,445 shares; 2025Q4: 9,024 shares; 2026Q1: 7,511 shares; 2026Q2: 8,155 shares 8,155 $4.2M 0.05% +644 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: 3,601 shares; 2024Q4: 3,685 shares; 2025Q1: 3,758 shares; 2025Q2: 4,199 shares; 2025Q3: 4,718 shares; 2025Q4: 5,345 shares; 2026Q1: 5,885 shares; 2026Q2: 5,909 shares 5,909 $4.16M 0.05% +24 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,082 shares; 2024Q4: 100,832 shares; 2025Q1: 109,447 shares; 2025Q2: 103,160 shares; 2025Q3: 99,787 shares; 2025Q4: 108,546 shares; 2026Q1: 107,201 shares; 2026Q2: 101,102 shares 101,102 $4.15M 0.05% -6,099 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,086 shares; 2024Q4: 37,012 shares; 2025Q1: 42,965 shares; 2025Q2: 49,974 shares; 2025Q3: 49,319 shares; 2025Q4: 43,437 shares; 2026Q1: 43,347 shares; 2026Q2: 39,908 shares 39,908 $4.15M 0.05% -3,439 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: 18,711 shares; 2024Q4: 26,686 shares; 2025Q1: 27,411 shares; 2025Q2: 31,539 shares; 2025Q3: 34,032 shares; 2025Q4: 40,776 shares; 2026Q1: 82,609 shares; 2026Q2: 93,214 shares 93,214 $4.15M 0.05% +10,605 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: 2,621 shares; 2025Q2: 3,099 shares; 2025Q3: 3,566 shares; 2025Q4: 4,113 shares; 2026Q1: 4,544 shares; 2026Q2: 5,150 shares 5,150 $4.11M 0.05% +606 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,045 shares; 2026Q1: 85,226 shares; 2026Q2: 66,981 shares 66,981 $4.1M 0.05% -18,245 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: 183,423 shares; 2024Q4: 177,522 shares; 2025Q1: 216,314 shares; 2025Q2: 218,405 shares; 2025Q3: 220,836 shares; 2025Q4: 220,012 shares; 2026Q1: 206,644 shares; 2026Q2: 212,530 shares 212,530 $4.06M 0.04% +5,886 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,033 shares; 2025Q1: 24,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,910 shares; 2026Q1: 137,079 shares; 2026Q2: 140,234 shares 140,234 $4.05M 0.04% +3,155 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,145 shares; 2025Q4: 45,823 shares; 2026Q1: 44,508 shares; 2026Q2: 81,163 shares 81,163 $4.05M 0.04% +36,655 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: 8,735 shares; 2024Q4: 9,415 shares; 2025Q1: 10,136 shares; 2025Q2: 9,455 shares; 2025Q3: 9,521 shares; 2025Q4: 9,511 shares; 2026Q1: 41,906 shares; 2026Q2: 43,812 shares 43,812 $4.04M 0.04% +1,906 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,539 shares; 2025Q3: 76,365 shares; 2025Q4: 74,479 shares; 2026Q1: 77,032 shares; 2026Q2: 79,654 shares 79,654 $4.03M 0.04% +2,622 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,302 shares; 2024Q4: 29,837 shares; 2025Q1: 29,797 shares; 2025Q2: 30,789 shares; 2025Q3: 30,995 shares; 2025Q4: 28,893 shares; 2026Q1: 29,048 shares; 2026Q2: 29,421 shares 29,421 $4.03M 0.04% +373 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,464 shares; 2024Q4: 22,160 shares; 2025Q1: 22,094 shares; 2025Q2: 21,529 shares; 2025Q3: 21,317 shares; 2025Q4: 21,281 shares; 2026Q1: 21,318 shares; 2026Q2: 21,341 shares 21,341 $4.02M 0.04% +23 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,164 shares; 2024Q4: 36,672 shares; 2025Q1: 36,373 shares; 2025Q2: 35,891 shares; 2025Q3: 45,477 shares; 2025Q4: 34,756 shares; 2026Q1: 32,471 shares; 2026Q2: 41,371 shares 41,371 $4.01M 0.04% +8,900 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,309 shares; 2024Q4: 77,863 shares; 2025Q1: 75,919 shares; 2025Q2: 86,057 shares; 2025Q3: 94,311 shares; 2025Q4: 97,342 shares; 2026Q1: 102,389 shares; 2026Q2: 98,798 shares 98,798 $4M 0.04% -3,591 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: 28,121 shares; 2024Q4: 29,368 shares; 2025Q1: 29,596 shares; 2025Q2: 35,130 shares; 2025Q3: 40,841 shares; 2025Q4: 42,445 shares; 2026Q1: 39,487 shares; 2026Q2: 31,538 shares 31,538 $3.98M 0.04% -7,949 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: 25,633 shares; 2024Q4: 37,780 shares; 2025Q1: 39,854 shares; 2025Q2: 53,297 shares; 2025Q3: 68,027 shares; 2025Q4: 74,098 shares; 2026Q1: 79,386 shares; 2026Q2: 74,348 shares 74,348 $3.98M 0.04% -5,038 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,450 shares; 2025Q4: 21,576 shares; 2026Q1: 44,249 shares; 2026Q2: 74,273 shares 74,273 $3.97M 0.04% +30,024 Timeline QQQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,510 shares; 2025Q4: 66,100 shares; 2026Q1: 65,926 shares; 2026Q2: 69,770 shares 69,770 $3.96M 0.04% +3,844 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123,604 shares 123,604 $3.96M 0.04% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,560 shares; 2024Q4: 6,147 shares; 2025Q1: 5,022 shares; 2025Q2: 19,086 shares; 2025Q3: 23,559 shares; 2025Q4: 38,567 shares; 2026Q1: 39,679 shares; 2026Q2: 39,848 shares 39,848 $3.96M 0.04% +169 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,466 shares; 2024Q4: 43,097 shares; 2025Q1: 44,730 shares; 2025Q2: 57,430 shares; 2025Q3: 61,837 shares; 2025Q4: 67,246 shares; 2026Q1: 71,844 shares; 2026Q2: 58,049 shares 58,049 $3.92M 0.04% -13,795 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: 35,361 shares; 2024Q4: 50,996 shares; 2025Q1: 60,492 shares; 2025Q2: 176,106 shares; 2025Q3: 173,190 shares; 2025Q4: 186,186 shares; 2026Q1: 90,008 shares; 2026Q2: 42,786 shares 42,786 $3.92M 0.04% -47,222 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,890 shares; 2024Q4: 43,980 shares; 2025Q1: 42,396 shares; 2025Q2: 55,641 shares; 2025Q3: 57,352 shares; 2025Q4: 84,170 shares; 2026Q1: 83,137 shares; 2026Q2: 78,288 shares 78,288 $3.92M 0.04% -4,849 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,319 shares; 2024Q4: 5,861 shares; 2025Q1: 5,832 shares; 2025Q2: 17,388 shares; 2025Q3: 18,914 shares; 2025Q4: 19,091 shares; 2026Q1: 20,939 shares; 2026Q2: 19,460 shares 19,460 $3.9M 0.04% -1,479 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: 101,955 shares; 2024Q4: 127,791 shares; 2025Q1: 143,988 shares; 2025Q2: 154,205 shares; 2025Q3: 183,977 shares; 2025Q4: 162,245 shares; 2026Q1: 146,049 shares; 2026Q2: 127,007 shares 127,007 $3.87M 0.04% -19,042 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,630 shares; 2024Q4: 14,345 shares; 2025Q1: 18,456 shares; 2025Q2: 18,308 shares; 2025Q3: 17,599 shares; 2025Q4: 18,377 shares; 2026Q1: 31,846 shares; 2026Q2: 31,251 shares 31,251 $3.79M 0.04% -595 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,356 shares; 2024Q4: 24,753 shares; 2025Q1: 24,023 shares; 2025Q2: 18,506 shares; 2025Q3: 16,771 shares; 2025Q4: 17,626 shares; 2026Q1: 19,929 shares; 2026Q2: 17,134 shares 17,134 $3.79M 0.04% -2,795 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: 9,143 shares; 2024Q4: 9,173 shares; 2025Q1: 9,356 shares; 2025Q2: 9,033 shares; 2025Q3: 8,875 shares; 2025Q4: 8,519 shares; 2026Q1: 8,271 shares; 2026Q2: 7,713 shares 7,713 $3.79M 0.04% -558 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,816 shares; 2024Q4: 25,708 shares; 2025Q1: 26,240 shares; 2025Q2: 27,006 shares; 2025Q3: 28,008 shares; 2025Q4: 29,925 shares; 2026Q1: 31,440 shares; 2026Q2: 33,615 shares 33,615 $3.78M 0.04% +2,175 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: 34,210 shares; 2024Q4: 36,945 shares; 2025Q1: 37,989 shares; 2025Q2: 36,034 shares; 2025Q3: 35,324 shares; 2025Q4: 36,354 shares; 2026Q1: 45,121 shares; 2026Q2: 39,408 shares 39,408 $3.76M 0.04% -5,713 Timeline AFMC 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: 82,319 shares; 2025Q2: 97,109 shares; 2025Q3: 98,619 shares; 2025Q4: 97,755 shares; 2026Q1: 95,294 shares; 2026Q2: 91,753 shares 91,753 $3.76M 0.04% -3,541 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,505 shares; 2025Q3: 69,104 shares; 2025Q4: 75,106 shares; 2026Q1: 91,431 shares; 2026Q2: 92,557 shares 92,557 $3.76M 0.04% +1,126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,147 shares; 2025Q3: 87,424 shares; 2025Q4: 87,414 shares; 2026Q1: 90,637 shares; 2026Q2: 91,127 shares 91,127 $3.75M 0.04% +490 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,789 shares; 2024Q4: 18,068 shares; 2025Q1: 17,999 shares; 2025Q2: 17,378 shares; 2025Q3: 21,366 shares; 2025Q4: 24,362 shares; 2026Q1: 25,763 shares; 2026Q2: 22,322 shares 22,322 $3.74M 0.04% -3,441 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: 113,714 shares; 2024Q4: 80,804 shares; 2025Q1: 93,872 shares; 2025Q2: 111,984 shares; 2025Q3: 122,018 shares; 2025Q4: 122,458 shares; 2026Q1: 108,651 shares; 2026Q2: 101,769 shares 101,769 $3.74M 0.04% -6,882 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,803 shares; 2025Q1: not reported; 2025Q2: 2,934 shares; 2025Q3: 4,110 shares; 2025Q4: 10,270 shares; 2026Q1: 14,464 shares; 2026Q2: 14,197 shares 14,197 $3.7M 0.04% -267 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,615 shares; 2024Q4: 2,719 shares; 2025Q1: 2,692 shares; 2025Q2: 13,557 shares; 2025Q3: 13,726 shares; 2025Q4: 12,994 shares; 2026Q1: 12,906 shares; 2026Q2: 12,995 shares 12,995 $3.69M 0.04% +89 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,551 shares; 2024Q4: 7,409 shares; 2025Q1: 6,459 shares; 2025Q2: 6,458 shares; 2025Q3: 9,937 shares; 2025Q4: 12,131 shares; 2026Q1: 13,103 shares; 2026Q2: 14,085 shares 14,085 $3.68M 0.04% +982 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,720 shares; 2024Q4: 14,472 shares; 2025Q1: 16,551 shares; 2025Q2: 16,190 shares; 2025Q3: 14,405 shares; 2025Q4: 14,582 shares; 2026Q1: 16,899 shares; 2026Q2: 20,309 shares 20,309 $3.65M 0.04% +3,410 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,059 shares; 2024Q4: 44,150 shares; 2025Q1: 45,601 shares; 2025Q2: 33,642 shares; 2025Q3: 32,077 shares; 2025Q4: 32,109 shares; 2026Q1: 32,165 shares; 2026Q2: 64,327 shares 64,327 $3.61M 0.04% +32,162 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,002 shares; 2024Q4: 19,389 shares; 2025Q1: 37,142 shares; 2025Q2: 38,630 shares; 2025Q3: 53,098 shares; 2025Q4: 91,907 shares; 2026Q1: 108,360 shares; 2026Q2: 108,126 shares 108,126 $3.6M 0.04% -234 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,524 shares; 2026Q2: 18,910 shares 18,910 $3.59M 0.04% +1,386 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: 26,278 shares; 2024Q4: 26,310 shares; 2025Q1: 29,193 shares; 2025Q2: 29,330 shares; 2025Q3: 28,169 shares; 2025Q4: 28,960 shares; 2026Q1: 24,001 shares; 2026Q2: 22,142 shares 22,142 $3.58M 0.04% -1,859 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: 9,124 shares; 2024Q4: 9,931 shares; 2025Q1: 44,083 shares; 2025Q2: 59,818 shares; 2025Q3: 67,543 shares; 2025Q4: 86,927 shares; 2026Q1: 99,257 shares; 2026Q2: 145,523 shares 145,523 $3.52M 0.04% +46,266 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: 47,750 shares; 2024Q4: 49,818 shares; 2025Q1: 91,289 shares; 2025Q2: 103,708 shares; 2025Q3: 121,805 shares; 2025Q4: 159,018 shares; 2026Q1: 166,266 shares; 2026Q2: 144,695 shares 144,695 $3.51M 0.04% -21,571 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,743 shares; 2024Q4: 77,721 shares; 2025Q1: 93,221 shares; 2025Q2: 101,946 shares; 2025Q3: 111,837 shares; 2025Q4: 111,174 shares; 2026Q1: 112,741 shares; 2026Q2: 94,857 shares 94,857 $3.5M 0.04% -17,884 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: 8,491 shares; 2024Q4: 10,355 shares; 2025Q1: 10,703 shares; 2025Q2: 10,996 shares; 2025Q3: 10,035 shares; 2025Q4: 9,658 shares; 2026Q1: 10,153 shares; 2026Q2: 10,122 shares 10,122 $3.49M 0.04% -31 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,315 shares; 2025Q1: 9,413 shares; 2025Q2: 7,019 shares; 2025Q3: 6,701 shares; 2025Q4: 6,185 shares; 2026Q1: 8,267 shares; 2026Q2: 7,087 shares 7,087 $3.48M 0.04% -1,180 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: 8,006 shares; 2025Q1: 104,403 shares; 2025Q2: 106,607 shares; 2025Q3: 86,405 shares; 2025Q4: 89,343 shares; 2026Q1: 88,107 shares; 2026Q2: 85,700 shares 85,700 $3.44M 0.04% -2,407 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: 4,457 shares; 2024Q4: 5,711 shares; 2025Q1: 2,782 shares; 2025Q2: 4,041 shares; 2025Q3: 4,564 shares; 2025Q4: 4,717 shares; 2026Q1: 4,800 shares; 2026Q2: 4,819 shares 4,819 $3.44M 0.04% +19 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: 46,301 shares; 2024Q4: 40,687 shares; 2025Q1: 45,906 shares; 2025Q2: 38,143 shares; 2025Q3: 34,178 shares; 2025Q4: 31,962 shares; 2026Q1: 34,359 shares; 2026Q2: 36,326 shares 36,326 $3.44M 0.04% +1,967 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,716 shares; 2024Q4: 23,285 shares; 2025Q1: 28,557 shares; 2025Q2: 28,617 shares; 2025Q3: 30,637 shares; 2025Q4: 35,891 shares; 2026Q1: 47,301 shares; 2026Q2: 38,738 shares 38,738 $3.43M 0.04% -8,563 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,962 shares; 2024Q4: 15,592 shares; 2025Q1: 17,159 shares; 2025Q2: 17,725 shares; 2025Q3: 27,408 shares; 2025Q4: 39,049 shares; 2026Q1: 36,087 shares; 2026Q2: 34,751 shares 34,751 $3.34M 0.04% -1,336 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 39,280 shares; 2026Q2: 113,716 shares 113,716 $3.33M 0.04% +74,436 Timeline FLRN 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: 60,267 shares; 2024Q4: 74,586 shares; 2025Q1: 100,219 shares; 2025Q2: 101,333 shares; 2025Q3: 102,969 shares; 2025Q4: 104,802 shares; 2026Q1: 106,443 shares; 2026Q2: 107,453 shares 107,453 $3.31M 0.04% +1,010 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,138 shares; 2024Q4: 12,671 shares; 2025Q1: 13,239 shares; 2025Q2: 14,598 shares; 2025Q3: 14,944 shares; 2025Q4: 14,377 shares; 2026Q1: 14,268 shares; 2026Q2: 11,755 shares 11,755 $3.3M 0.04% -2,513 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,656 shares; 2024Q4: 38,967 shares; 2025Q1: 38,825 shares; 2025Q2: 42,243 shares; 2025Q3: 43,229 shares; 2025Q4: 42,495 shares; 2026Q1: 43,062 shares; 2026Q2: 40,649 shares 40,649 $3.3M 0.04% -2,413 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: 17,802 shares; 2024Q4: 18,617 shares; 2025Q1: 19,703 shares; 2025Q2: 17,420 shares; 2025Q3: 18,683 shares; 2025Q4: 18,733 shares; 2026Q1: 19,324 shares; 2026Q2: 13,528 shares 13,528 $3.28M 0.04% -5,796 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: 40,087 shares; 2024Q4: 35,765 shares; 2025Q1: 36,517 shares; 2025Q2: 37,333 shares; 2025Q3: 37,429 shares; 2025Q4: 37,776 shares; 2026Q1: 40,893 shares; 2026Q2: 39,970 shares 39,970 $3.28M 0.04% -923 Timeline SPTB 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: not reported; 2024Q4: 101,564 shares; 2025Q1: 118,588 shares; 2025Q2: 110,406 shares; 2025Q3: 113,345 shares; 2025Q4: 113,488 shares; 2026Q1: 105,920 shares; 2026Q2: 108,925 shares 108,925 $3.27M 0.04% +3,005 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,964 shares; 2024Q4: 108,103 shares; 2025Q1: 112,838 shares; 2025Q2: 134,365 shares; 2025Q3: 123,776 shares; 2025Q4: 125,305 shares; 2026Q1: 126,722 shares; 2026Q2: 103,431 shares 103,431 $3.27M 0.04% -23,291 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,919 shares; 2025Q1: 4,513 shares; 2025Q2: 8,074 shares; 2025Q3: 15,183 shares; 2025Q4: 9,571 shares; 2026Q1: 10,126 shares; 2026Q2: 20,449 shares 20,449 $3.24M 0.04% +10,323 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,288 shares; 2024Q4: 13,364 shares; 2025Q1: 11,943 shares; 2025Q2: 11,277 shares; 2025Q3: 10,745 shares; 2025Q4: 26,479 shares; 2026Q1: 28,312 shares; 2026Q2: 27,466 shares 27,466 $3.22M 0.04% -846 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,193 shares; 2025Q1: 54,780 shares; 2025Q2: 55,948 shares; 2025Q3: 56,771 shares; 2025Q4: 61,549 shares; 2026Q1: 66,607 shares; 2026Q2: 67,474 shares 67,474 $3.22M 0.04% +867 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,409 shares; 2024Q4: 18,034 shares; 2025Q1: 18,713 shares; 2025Q2: 20,188 shares; 2025Q3: 21,333 shares; 2025Q4: 22,544 shares; 2026Q1: 28,165 shares; 2026Q2: 35,536 shares 35,536 $3.22M 0.04% +7,371 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: 14,939 shares; 2024Q4: 22,333 shares; 2025Q1: 32,315 shares; 2025Q2: 38,777 shares; 2025Q3: 53,236 shares; 2025Q4: 50,897 shares; 2026Q1: 54,875 shares; 2026Q2: 61,367 shares 61,367 $3.22M 0.04% +6,492 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,434 shares; 2024Q4: 15,605 shares; 2025Q1: 15,958 shares; 2025Q2: 23,031 shares; 2025Q3: 15,667 shares; 2025Q4: 16,354 shares; 2026Q1: 14,991 shares; 2026Q2: 14,713 shares 14,713 $3.21M 0.04% -278 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: 26,033 shares; 2024Q4: 28,203 shares; 2025Q1: 26,280 shares; 2025Q2: 26,566 shares; 2025Q3: 44,519 shares; 2025Q4: 45,858 shares; 2026Q1: 47,065 shares; 2026Q2: 46,880 shares 46,880 $3.21M 0.04% -185 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 2,510 shares; 2025Q1: 2,647 shares; 2025Q2: 7,191 shares; 2025Q3: 7,989 shares; 2025Q4: 4,371 shares; 2026Q1: 7,526 shares; 2026Q2: 10,065 shares 10,065 $3.2M 0.04% +2,539 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: 40,451 shares; 2024Q4: 54,128 shares; 2025Q1: 71,428 shares; 2025Q2: 78,527 shares; 2025Q3: 63,352 shares; 2025Q4: 62,272 shares; 2026Q1: 62,163 shares; 2026Q2: 59,098 shares 59,098 $3.2M 0.04% -3,065 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: 50,156 shares; 2024Q4: 54,636 shares; 2025Q1: 58,767 shares; 2025Q2: 62,840 shares; 2025Q3: 64,600 shares; 2025Q4: 65,767 shares; 2026Q1: 62,089 shares; 2026Q2: 62,314 shares 62,314 $3.18M 0.03% +225 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,943 shares; 2024Q4: 2,983 shares; 2025Q1: 3,224 shares; 2025Q2: 2,813 shares; 2025Q3: 3,340 shares; 2025Q4: 4,294 shares; 2026Q1: 4,201 shares; 2026Q2: 12,968 shares 12,968 $3.18M 0.03% +8,767 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,321 shares; 2024Q4: 39,070 shares; 2025Q1: 37,500 shares; 2025Q2: 37,167 shares; 2025Q3: 48,535 shares; 2025Q4: 39,241 shares; 2026Q1: 47,178 shares; 2026Q2: 34,694 shares 34,694 $3.18M 0.03% -12,484 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,594 shares; 2024Q4: 8,263 shares; 2025Q1: 8,505 shares; 2025Q2: 8,258 shares; 2025Q3: 7,657 shares; 2025Q4: 7,459 shares; 2026Q1: 7,056 shares; 2026Q2: 7,047 shares 7,047 $3.18M 0.03% -9 Timeline FUMB 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: 12,441 shares; 2024Q4: 13,464 shares; 2025Q1: 18,685 shares; 2025Q2: 68,512 shares; 2025Q3: 100,902 shares; 2025Q4: 137,400 shares; 2026Q1: 148,742 shares; 2026Q2: 157,770 shares 157,770 $3.16M 0.03% +9,028 Timeline IGPT 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: 30,072 shares; 2024Q4: 27,548 shares; 2025Q1: 33,660 shares; 2025Q2: 34,831 shares; 2025Q3: 35,162 shares; 2025Q4: 36,882 shares; 2026Q1: 38,815 shares; 2026Q2: 30,044 shares 30,044 $3.13M 0.03% -8,771 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,381 shares; 2026Q2: 83,763 shares 83,763 $3.12M 0.03% +75,382 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,504 shares; 2024Q4: 40,429 shares; 2025Q1: 48,938 shares; 2025Q2: 46,252 shares; 2025Q3: 44,630 shares; 2025Q4: 44,281 shares; 2026Q1: 35,527 shares; 2026Q2: 33,202 shares 33,202 $3.1M 0.03% -2,325 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,146 shares; 2024Q4: 155,876 shares; 2025Q1: 176,143 shares; 2025Q2: 172,514 shares; 2025Q3: 135,034 shares; 2025Q4: 132,452 shares; 2026Q1: 125,986 shares; 2026Q2: 128,394 shares 128,394 $3.1M 0.03% +2,408 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,723 shares; 2024Q4: 18,552 shares; 2025Q1: 20,827 shares; 2025Q2: 25,064 shares; 2025Q3: 26,501 shares; 2025Q4: 22,661 shares; 2026Q1: 24,547 shares; 2026Q2: 21,180 shares 21,180 $3.1M 0.03% -3,367 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,985 shares; 2025Q3: 21,549 shares; 2025Q4: 25,588 shares; 2026Q1: 28,951 shares; 2026Q2: 34,385 shares 34,385 $3.07M 0.03% +5,434 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: 71,292 shares; 2024Q4: 79,986 shares; 2025Q1: 88,297 shares; 2025Q2: 92,699 shares; 2025Q3: 59,813 shares; 2025Q4: 53,022 shares; 2026Q1: 54,218 shares; 2026Q2: 56,579 shares 56,579 $3.06M 0.03% +2,361 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,566 shares; 2024Q4: 5,339 shares; 2025Q1: 4,987 shares; 2025Q2: 5,333 shares; 2025Q3: 6,105 shares; 2025Q4: 6,972 shares; 2026Q1: 9,868 shares; 2026Q2: 9,178 shares 9,178 $3.03M 0.03% -690 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,013 shares; 2024Q4: 3,349 shares; 2025Q1: 3,526 shares; 2025Q2: 3,375 shares; 2025Q3: 3,280 shares; 2025Q4: 5,088 shares; 2026Q1: 6,840 shares; 2026Q2: 7,507 shares 7,507 $3.02M 0.03% +667 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.03% 0 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,802 shares; 2024Q4: 12,559 shares; 2025Q1: 20,303 shares; 2025Q2: 36,195 shares; 2025Q3: 49,290 shares; 2025Q4: 56,016 shares; 2026Q1: 70,450 shares; 2026Q2: 127,342 shares 127,342 $2.99M 0.03% +56,892 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: 11,701 shares; 2024Q4: 23,323 shares; 2025Q1: 23,176 shares; 2025Q2: 21,243 shares; 2025Q3: 21,809 shares; 2025Q4: 27,091 shares; 2026Q1: 26,254 shares; 2026Q2: 26,034 shares 26,034 $2.99M 0.03% -220 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: 16,488 shares; 2024Q4: 16,780 shares; 2025Q1: 22,151 shares; 2025Q2: 26,577 shares; 2025Q3: 21,316 shares; 2025Q4: 27,909 shares; 2026Q1: 25,287 shares; 2026Q2: 19,054 shares 19,054 $2.99M 0.03% -6,233 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,487 shares; 2024Q4: 40,727 shares; 2025Q1: 39,008 shares; 2025Q2: 33,713 shares; 2025Q3: 32,002 shares; 2025Q4: 32,527 shares; 2026Q1: 34,899 shares; 2026Q2: 35,228 shares 35,228 $2.98M 0.03% +329 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,623 shares; 2025Q4: 32,190 shares; 2026Q1: 45,989 shares; 2026Q2: 61,590 shares 61,590 $2.97M 0.03% +15,601 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 45,373 shares; 2025Q4: 55,462 shares; 2026Q1: 69,423 shares; 2026Q2: 79,507 shares 79,507 $2.97M 0.03% +10,084 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,036 shares; 2024Q4: 32,075 shares; 2025Q1: 29,892 shares; 2025Q2: 31,791 shares; 2025Q3: 35,987 shares; 2025Q4: 36,708 shares; 2026Q1: 36,099 shares; 2026Q2: 35,800 shares 35,800 $2.95M 0.03% -299 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: 10,793 shares; 2024Q4: 12,145 shares; 2025Q1: 14,813 shares; 2025Q2: 13,512 shares; 2025Q3: 15,554 shares; 2025Q4: 15,572 shares; 2026Q1: 16,575 shares; 2026Q2: 15,838 shares 15,838 $2.93M 0.03% -737 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,090 shares; 2024Q4: 6,154 shares; 2025Q1: not reported; 2025Q2: 6,607 shares; 2025Q3: 15,927 shares; 2025Q4: 20,199 shares; 2026Q1: 22,973 shares; 2026Q2: 24,550 shares 24,550 $2.92M 0.03% +1,577 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,147 shares; 2024Q4: 8,737 shares; 2025Q1: 12,608 shares; 2025Q2: 17,124 shares; 2025Q3: 20,810 shares; 2025Q4: 21,481 shares; 2026Q1: 25,717 shares; 2026Q2: 33,625 shares 33,625 $2.92M 0.03% +7,908 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: 64,669 shares; 2024Q4: 67,139 shares; 2025Q1: 65,894 shares; 2025Q2: 43,523 shares; 2025Q3: 43,455 shares; 2025Q4: 51,690 shares; 2026Q1: 62,787 shares; 2026Q2: 62,964 shares 62,964 $2.91M 0.03% +177 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,062 shares; 2024Q4: 10,999 shares; 2025Q1: 11,839 shares; 2025Q2: 12,912 shares; 2025Q3: 16,768 shares; 2025Q4: 14,689 shares; 2026Q1: 15,496 shares; 2026Q2: 17,358 shares 17,358 $2.89M 0.03% +1,862 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,693 shares; 2024Q4: 32,018 shares; 2025Q1: 35,781 shares; 2025Q2: 38,942 shares; 2025Q3: 34,546 shares; 2025Q4: 34,422 shares; 2026Q1: 38,703 shares; 2026Q2: 37,706 shares 37,706 $2.86M 0.03% -997 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: 6,943 shares; 2024Q4: 7,000 shares; 2025Q1: 6,800 shares; 2025Q2: 6,801 shares; 2025Q3: 6,729 shares; 2025Q4: 6,418 shares; 2026Q1: 6,440 shares; 2026Q2: 6,301 shares 6,301 $2.85M 0.03% -139 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,415 shares; 2024Q4: 32,137 shares; 2025Q1: 35,086 shares; 2025Q2: 38,272 shares; 2025Q3: 36,321 shares; 2025Q4: 34,886 shares; 2026Q1: 20,431 shares; 2026Q2: 17,394 shares 17,394 $2.85M 0.03% -3,037 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,135 shares; 2024Q4: 15,893 shares; 2025Q1: 15,695 shares; 2025Q2: 17,339 shares; 2025Q3: 12,548 shares; 2025Q4: 13,148 shares; 2026Q1: 13,387 shares; 2026Q2: 12,686 shares 12,686 $2.84M 0.03% -701 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: 44,044 shares; 2024Q4: 49,153 shares; 2025Q1: 50,301 shares; 2025Q2: 54,048 shares; 2025Q3: 55,834 shares; 2025Q4: 52,147 shares; 2026Q1: 55,793 shares; 2026Q2: 55,939 shares 55,939 $2.82M 0.03% +146 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,154 shares; 2024Q4: 5,644 shares; 2025Q1: 5,659 shares; 2025Q2: 7,133 shares; 2025Q3: 6,782 shares; 2025Q4: 8,967 shares; 2026Q1: 10,095 shares; 2026Q2: 8,881 shares 8,881 $2.82M 0.03% -1,214 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 576 shares; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 592 shares; 2025Q4: 593 shares; 2026Q1: 1,443 shares; 2026Q2: 5,352 shares 5,352 $2.8M 0.03% +3,909 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,282 shares; 2024Q4: 86,876 shares; 2025Q1: 75,072 shares; 2025Q2: 76,249 shares; 2025Q3: 76,637 shares; 2025Q4: 116,549 shares; 2026Q1: 112,155 shares; 2026Q2: 65,709 shares 65,709 $2.8M 0.03% -46,446 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,845 shares; 2024Q4: 33,695 shares; 2025Q1: 34,145 shares; 2025Q2: 34,422 shares; 2025Q3: 32,665 shares; 2025Q4: 35,649 shares; 2026Q1: 33,599 shares; 2026Q2: 33,417 shares 33,417 $2.79M 0.03% -182 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,684 shares; 2024Q4: 43,883 shares; 2025Q1: 53,894 shares; 2025Q2: 62,531 shares; 2025Q3: 63,958 shares; 2025Q4: 61,753 shares; 2026Q1: 69,549 shares; 2026Q2: 40,172 shares 40,172 $2.74M 0.03% -29,377 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,289 shares; 2025Q4: 24,901 shares; 2026Q1: 35,401 shares; 2026Q2: 33,300 shares 33,300 $2.74M 0.03% -2,101 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,273 shares 58,273 $2.74M 0.03% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,360 shares; 2024Q4: 9,134 shares; 2025Q1: 34,073 shares; 2025Q2: 33,784 shares; 2025Q3: 34,392 shares; 2025Q4: 36,038 shares; 2026Q1: 48,949 shares; 2026Q2: 55,687 shares 55,687 $2.73M 0.03% +6,738 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,251 shares; 2024Q4: 14,350 shares; 2025Q1: 16,453 shares; 2025Q2: 15,505 shares; 2025Q3: 31,233 shares; 2025Q4: 52,041 shares; 2026Q1: 88,920 shares; 2026Q2: 96,331 shares 96,331 $2.72M 0.03% +7,411 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: 9,169 shares; 2024Q4: 10,475 shares; 2025Q1: 10,131 shares; 2025Q2: 12,044 shares; 2025Q3: 12,197 shares; 2025Q4: 10,615 shares; 2026Q1: 10,432 shares; 2026Q2: 10,022 shares 10,022 $2.71M 0.03% -410 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: not reported; 2024Q4: not reported; 2025Q1: 197,135 shares; 2025Q2: 231,062 shares; 2025Q3: 277,723 shares; 2025Q4: 269,250 shares; 2026Q1: 103,921 shares; 2026Q2: 54,187 shares 54,187 $2.7M 0.03% -49,734 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,325 shares; 2024Q4: 13,432 shares; 2025Q1: 14,135 shares; 2025Q2: 14,940 shares; 2025Q3: 13,737 shares; 2025Q4: 12,573 shares; 2026Q1: 20,826 shares; 2026Q2: 22,234 shares 22,234 $2.7M 0.03% +1,408 Timeline FLTB 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: 48,943 shares; 2024Q4: 44,185 shares; 2025Q1: 43,681 shares; 2025Q2: 39,879 shares; 2025Q3: 42,200 shares; 2025Q4: 39,447 shares; 2026Q1: 35,776 shares; 2026Q2: 53,614 shares 53,614 $2.69M 0.03% +17,838 Timeline