MPRO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,834,096 shares; 2024Q4: 6,048,838 shares; 2025Q1: 6,059,656 shares; 2025Q2: 8,139,056 shares; 2025Q3: 6,586,811 shares; 2025Q4: 7,140,337 shares; 2026Q1: 7,362,775 shares; 2026Q2: 7,413,903 shares 7,413,903 $242M 2.93% +51,128 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: 889,896 shares; 2024Q4: 920,299 shares; 2025Q1: 987,285 shares; 2025Q2: 963,146 shares; 2025Q3: 955,736 shares; 2025Q4: 966,956 shares; 2026Q1: 1,085,563 shares; 2026Q2: 1,117,091 shares 1,117,091 $224M 2.71% +31,528 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: 442,319 shares; 2024Q4: 1,283,008 shares; 2025Q1: 1,279,544 shares; 2025Q2: 1,354,081 shares; 2025Q3: 1,386,615 shares; 2025Q4: 1,507,349 shares; 2026Q1: 1,607,843 shares; 2026Q2: 1,608,668 shares 1,608,668 $191M 2.32% +825 Timeline MAMB NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,896,081 shares; 2024Q4: 4,910,530 shares; 2025Q1: 5,378,106 shares; 2025Q2: 5,529,997 shares; 2025Q3: 5,992,210 shares; 2025Q4: 6,278,529 shares; 2026Q1: 7,050,997 shares; 2026Q2: 7,521,062 shares 7,521,062 $181M 2.19% +470,065 Timeline MBCE NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,113,306 shares; 2024Q4: 3,041,756 shares; 2025Q1: 2,803,995 shares; 2025Q2: 2,868,616 shares; 2025Q3: 3,136,438 shares; 2025Q4: 3,374,521 shares; 2026Q1: 3,859,663 shares; 2026Q2: 4,226,577 shares 4,226,577 $176M 2.13% +366,914 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: 947,014 shares; 2024Q4: 1,286,651 shares; 2025Q1: 1,275,465 shares; 2025Q2: 1,594,509 shares; 2025Q3: 1,192,992 shares; 2025Q4: 1,288,980 shares; 2026Q1: 1,668,749 shares; 2026Q2: 1,753,696 shares 1,753,696 $174M 2.1% +84,947 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549,386 shares; 2024Q4: 576,996 shares; 2025Q1: 716,147 shares; 2025Q2: 551,862 shares; 2025Q3: 548,810 shares; 2025Q4: 715,940 shares; 2026Q1: 763,437 shares; 2026Q2: 592,616 shares 592,616 $171M 2.08% -170,821 Timeline MVFG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995,029 shares; 2024Q4: 2,176,149 shares; 2025Q1: 3,248,669 shares; 2025Q2: 3,471,118 shares; 2025Q3: 3,809,675 shares; 2025Q4: 3,942,453 shares; 2026Q1: 4,348,501 shares; 2026Q2: 4,745,055 shares 4,745,055 $165M 2% +396,554 Timeline MSSS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087,068 shares; 2024Q4: 3,866,520 shares; 2025Q1: 3,811,620 shares; 2025Q2: 3,055,184 shares; 2025Q3: 3,850,206 shares; 2025Q4: 3,778,191 shares; 2026Q1: 3,841,170 shares; 2026Q2: 3,878,483 shares 3,878,483 $139M 1.68% +37,313 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: 88,624 shares; 2024Q4: 91,096 shares; 2025Q1: 96,759 shares; 2025Q2: 106,019 shares; 2025Q3: 122,224 shares; 2025Q4: 137,067 shares; 2026Q1: 163,970 shares; 2026Q2: 156,519 shares 156,519 $107M 1.3% -7,451 Timeline MVFD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868,039 shares; 2024Q4: 1,949,205 shares; 2025Q1: 2,665,174 shares; 2025Q2: 2,672,236 shares; 2025Q3: 2,761,615 shares; 2025Q4: 2,897,902 shares; 2026Q1: 3,270,747 shares; 2026Q2: 3,578,010 shares 3,578,010 $107M 1.3% +307,263 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: 97,869 shares; 2024Q4: 111,802 shares; 2025Q1: 113,531 shares; 2025Q2: 114,236 shares; 2025Q3: 114,554 shares; 2025Q4: 119,011 shares; 2026Q1: 306,087 shares; 2026Q2: 264,273 shares 264,273 $99.8M 1.21% -41,814 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: 54,679 shares; 2024Q4: 63,845 shares; 2025Q1: 69,445 shares; 2025Q2: 72,284 shares; 2025Q3: 83,395 shares; 2025Q4: 70,603 shares; 2026Q1: 75,471 shares; 2026Q2: 82,083 shares 82,083 $98.5M 1.19% +6,612 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: 210,505 shares; 2024Q4: 212,613 shares; 2025Q1: 215,087 shares; 2025Q2: 213,848 shares; 2025Q3: 292,145 shares; 2025Q4: 230,733 shares; 2026Q1: 251,257 shares; 2026Q2: 262,425 shares 262,425 $97.9M 1.19% +11,168 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,028 shares; 2024Q4: 2,881,509 shares; 2025Q1: 2,721,082 shares; 2025Q2: 2,750,028 shares; 2025Q3: 3,016,513 shares; 2025Q4: 3,358,644 shares; 2026Q1: 3,411,524 shares; 2026Q2: 3,373,475 shares 3,373,475 $95.8M 1.16% -38,049 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: 477,074 shares; 2024Q4: 495,631 shares; 2025Q1: 526,608 shares; 2025Q2: 373,233 shares; 2025Q3: 367,567 shares; 2025Q4: 386,101 shares; 2026Q1: 427,292 shares; 2026Q2: 390,605 shares 390,605 $93.1M 1.13% -36,687 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,922 shares; 2024Q4: 351,521 shares; 2025Q1: 1,561,728 shares; 2025Q2: 1,684,463 shares; 2025Q3: 1,760,405 shares; 2025Q4: 1,886,697 shares; 2026Q1: 2,167,558 shares; 2026Q2: 2,404,900 shares 2,404,900 $92.8M 1.13% +237,342 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: 56,282 shares; 2025Q1: 55,267 shares; 2025Q2: 53,898 shares; 2025Q3: 52,916 shares; 2025Q4: 51,078 shares; 2026Q1: 51,835 shares; 2026Q2: 205,076 shares 205,076 $88.9M 1.08% +153,241 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: 18,992 shares; 2024Q4: 23,564 shares; 2025Q1: 20,203 shares; 2025Q2: 23,313 shares; 2025Q3: 26,919 shares; 2025Q4: 30,398 shares; 2026Q1: 282,035 shares; 2026Q2: 147,307 shares 147,307 $85.6M 1.04% -134,728 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: 98,920 shares; 2024Q4: 98,052 shares; 2025Q1: 98,747 shares; 2025Q2: 105,819 shares; 2025Q3: 102,364 shares; 2025Q4: 104,397 shares; 2026Q1: 109,102 shares; 2026Q2: 111,814 shares 111,814 $82.3M 1% +2,712 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: 174,665 shares; 2024Q4: 214,671 shares; 2025Q1: 217,262 shares; 2025Q2: 235,142 shares; 2025Q3: 181,191 shares; 2025Q4: 360,750 shares; 2026Q1: 455,331 shares; 2026Q2: 430,452 shares 430,452 $82M 0.99% -24,879 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: 14,991 shares; 2024Q4: 15,309 shares; 2025Q1: 14,814 shares; 2025Q2: 16,623 shares; 2025Q3: 15,915 shares; 2025Q4: 16,811 shares; 2026Q1: 16,699 shares; 2026Q2: 111,588 shares 111,588 $80.7M 0.98% +94,889 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: 210,792 shares; 2024Q4: 232,266 shares; 2025Q1: 250,218 shares; 2025Q2: 206,343 shares; 2025Q3: 211,743 shares; 2025Q4: 217,752 shares; 2026Q1: 196,112 shares; 2026Q2: 210,930 shares 210,930 $78.8M 0.96% +14,818 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,198,133 shares; 2025Q1: 2,054,045 shares; 2025Q2: 2,082,333 shares; 2025Q3: 2,312,282 shares; 2025Q4: 2,482,110 shares; 2026Q1: 2,695,425 shares; 2026Q2: 2,763,710 shares 2,763,710 $70.5M 0.86% +68,285 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: 4,537 shares; 2024Q4: 4,867 shares; 2025Q1: 5,303 shares; 2025Q2: 5,964 shares; 2025Q3: 6,504 shares; 2025Q4: 6,745 shares; 2026Q1: 7,561 shares; 2026Q2: 60,173 shares 60,173 $69.5M 0.84% +52,612 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: 66,890 shares; 2024Q4: 69,356 shares; 2025Q1: 74,306 shares; 2025Q2: 252,713 shares; 2025Q3: 277,713 shares; 2025Q4: 320,414 shares; 2026Q1: 85,490 shares; 2026Q2: 226,734 shares 226,734 $67.6M 0.82% +141,244 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: 117,134 shares; 2024Q4: 135,694 shares; 2025Q1: 140,080 shares; 2025Q2: 138,106 shares; 2025Q3: 147,031 shares; 2025Q4: 156,177 shares; 2026Q1: 182,248 shares; 2026Q2: 181,566 shares 181,566 $64.9M 0.79% -682 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: 30,993 shares; 2024Q4: 33,723 shares; 2025Q1: 90,583 shares; 2025Q2: 152,084 shares; 2025Q3: 125,136 shares; 2025Q4: 124,358 shares; 2026Q1: 179,046 shares; 2026Q2: 190,470 shares 190,470 $57.7M 0.7% +11,424 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: 53,191 shares; 2024Q4: 48,694 shares; 2025Q1: 52,632 shares; 2025Q2: 42,972 shares; 2025Q3: 46,111 shares; 2025Q4: 516,210 shares; 2026Q1: 588,957 shares; 2026Q2: 749,512 shares 749,512 $53.5M 0.65% +160,555 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,260 shares; 2024Q4: 4,354 shares; 2025Q1: 4,535 shares; 2025Q2: 4,346 shares; 2025Q3: 4,257 shares; 2025Q4: 4,396 shares; 2026Q1: 100,396 shares; 2026Q2: 133,120 shares 133,120 $52.9M 0.64% +32,724 Timeline MDPL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288,812 shares; 2024Q4: 2,304,331 shares; 2025Q1: 2,119,674 shares; 2025Q2: 2,136,511 shares; 2025Q3: 2,050,368 shares; 2025Q4: 2,059,198 shares; 2026Q1: 2,191,126 shares; 2026Q2: 2,126,098 shares 2,126,098 $52.6M 0.64% -65,028 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: 34,686 shares; 2024Q4: 50,943 shares; 2025Q1: 55,646 shares; 2025Q2: 41,073 shares; 2025Q3: 63,917 shares; 2025Q4: 79,346 shares; 2026Q1: 422,311 shares; 2026Q2: 431,899 shares 431,899 $50.4M 0.61% +9,588 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: 118,095 shares; 2024Q4: 122,378 shares; 2025Q1: 124,173 shares; 2025Q2: 125,058 shares; 2025Q3: 132,443 shares; 2025Q4: 138,806 shares; 2026Q1: 154,138 shares; 2026Q2: 150,478 shares 150,478 $49.3M 0.6% -3,660 Timeline JAJL 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: 17,550 shares; 2024Q4: 16,553 shares; 2025Q1: 1,356,308 shares; 2025Q2: 1,572,987 shares; 2025Q3: 1,560,730 shares; 2025Q4: 1,592,645 shares; 2026Q1: 1,592,565 shares; 2026Q2: 1,602,395 shares 1,602,395 $47.9M 0.58% +9,830 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,523 shares; 2024Q4: 396,642 shares; 2025Q1: 379,926 shares; 2025Q2: 411,261 shares; 2025Q3: 23,264 shares; 2025Q4: 20,799 shares; 2026Q1: 408,952 shares; 2026Q2: 446,497 shares 446,497 $47.8M 0.58% +37,545 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: 1,653,091 shares; 2024Q4: 176,790 shares; 2025Q1: 351,453 shares; 2025Q2: 533,353 shares; 2025Q3: 845,829 shares; 2025Q4: 1,007,223 shares; 2026Q1: 1,155,711 shares; 2026Q2: 1,385,648 shares 1,385,648 $47.5M 0.58% +229,937 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,494 shares; 2024Q4: 319,075 shares; 2025Q1: 338,776 shares; 2025Q2: 371,844 shares; 2025Q3: 384,490 shares; 2025Q4: 430,915 shares; 2026Q1: 462,465 shares; 2026Q2: 491,233 shares 491,233 $44.6M 0.54% +28,768 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,110 shares; 2024Q4: 257,553 shares; 2025Q1: 286,589 shares; 2025Q2: 297,557 shares; 2025Q3: 210,715 shares; 2025Q4: 222,473 shares; 2026Q1: 384,249 shares; 2026Q2: 411,950 shares 411,950 $38.9M 0.47% +27,701 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: 34,261 shares; 2024Q4: 32,396 shares; 2025Q1: 30,879 shares; 2025Q2: 31,377 shares; 2025Q3: 52,759 shares; 2025Q4: 69,454 shares; 2026Q1: 72,181 shares; 2026Q2: 423,135 shares 423,135 $36.4M 0.44% +350,954 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: 182,046 shares; 2024Q4: 194,080 shares; 2025Q1: 183,595 shares; 2025Q2: 278,183 shares; 2025Q3: 233,518 shares; 2025Q4: 226,282 shares; 2026Q1: 221,599 shares; 2026Q2: 229,299 shares 229,299 $36.4M 0.44% +7,700 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: 113,964 shares; 2024Q4: 211,191 shares; 2025Q1: 229,376 shares; 2025Q2: 236,571 shares; 2025Q3: 161,715 shares; 2025Q4: 170,385 shares; 2026Q1: 306,942 shares; 2026Q2: 327,250 shares 327,250 $35.7M 0.43% +20,308 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: 83,990 shares; 2024Q4: 84,888 shares; 2025Q1: 85,788 shares; 2025Q2: 85,674 shares; 2025Q3: 86,214 shares; 2025Q4: 92,798 shares; 2026Q1: 98,035 shares; 2026Q2: 97,430 shares 97,430 $34.4M 0.42% -605 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: 43,340 shares; 2024Q4: 41,006 shares; 2025Q1: 41,591 shares; 2025Q2: 42,522 shares; 2025Q3: 38,151 shares; 2025Q4: 53,318 shares; 2026Q1: 51,906 shares; 2026Q2: 44,450 shares 44,450 $33.2M 0.4% -7,456 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: 248,588 shares; 2024Q4: 256,364 shares; 2025Q1: 259,509 shares; 2025Q2: 260,687 shares; 2025Q3: 260,083 shares; 2025Q4: 358,783 shares; 2026Q1: 454,428 shares; 2026Q2: 525,435 shares 525,435 $31.9M 0.39% +71,007 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: 235,711 shares; 2024Q4: 198,258 shares; 2025Q1: 230,036 shares; 2025Q2: 218,069 shares; 2025Q3: 332,891 shares; 2025Q4: 368,024 shares; 2026Q1: 292,002 shares; 2026Q2: 323,298 shares 323,298 $30.6M 0.37% +31,296 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: 43,808 shares; 2024Q4: 49,001 shares; 2025Q1: 47,534 shares; 2025Q2: 49,526 shares; 2025Q3: 50,669 shares; 2025Q4: 52,714 shares; 2026Q1: 60,183 shares; 2026Q2: 69,564 shares 69,564 $29.3M 0.35% +9,381 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: 97,725 shares; 2024Q4: 103,813 shares; 2025Q1: 133,093 shares; 2025Q2: 161,199 shares; 2025Q3: 242,694 shares; 2025Q4: 300,051 shares; 2026Q1: 381,007 shares; 2026Q2: 469,715 shares 469,715 $28.9M 0.35% +88,708 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542,485 shares; 2024Q4: 1,629,613 shares; 2025Q1: 542,393 shares; 2025Q2: 497,538 shares; 2025Q3: 502,892 shares; 2025Q4: 514,676 shares; 2026Q1: 520,381 shares; 2026Q2: 534,402 shares 534,402 $28.2M 0.34% +14,021 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: 84,665 shares; 2024Q4: 84,571 shares; 2025Q1: 85,246 shares; 2025Q2: 84,423 shares; 2025Q3: 89,403 shares; 2025Q4: 96,734 shares; 2026Q1: 114,424 shares; 2026Q2: 116,580 shares 116,580 $27.6M 0.33% +2,156 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: 22,740 shares; 2024Q4: 23,045 shares; 2025Q1: 35,052 shares; 2025Q2: 35,331 shares; 2025Q3: 35,292 shares; 2025Q4: 54,499 shares; 2026Q1: 39,662 shares; 2026Q2: 41,438 shares 41,438 $27.2M 0.33% +1,776 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: 505,391 shares; 2024Q4: 459,743 shares; 2025Q1: 413,615 shares; 2025Q2: 394,678 shares; 2025Q3: 386,080 shares; 2025Q4: 441,535 shares; 2026Q1: 422,999 shares; 2026Q2: 427,797 shares 427,797 $25.6M 0.31% +4,798 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: 469,900 shares; 2024Q4: 359,676 shares; 2025Q1: 360,502 shares; 2025Q2: 347,422 shares; 2025Q3: 489,655 shares; 2025Q4: 447,028 shares; 2026Q1: 343,318 shares; 2026Q2: 335,451 shares 335,451 $25.3M 0.31% -7,867 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: 139,022 shares; 2024Q4: 146,685 shares; 2025Q1: 149,148 shares; 2025Q2: 137,072 shares; 2025Q3: 165,924 shares; 2025Q4: 282,203 shares; 2026Q1: 302,168 shares; 2026Q2: 331,194 shares 331,194 $25.1M 0.3% +29,026 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: 50,952 shares; 2024Q4: 53,366 shares; 2025Q1: 52,204 shares; 2025Q2: 130,169 shares; 2025Q3: 344,643 shares; 2025Q4: 454,659 shares; 2026Q1: 488,054 shares; 2026Q2: 502,557 shares 502,557 $24.8M 0.3% +14,503 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: 48,172 shares; 2024Q4: 55,504 shares; 2025Q1: 49,961 shares; 2025Q2: 48,705 shares; 2025Q3: 77,500 shares; 2025Q4: 96,437 shares; 2026Q1: 104,465 shares; 2026Q2: 113,253 shares 113,253 $24.7M 0.3% +8,788 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: 41,766 shares; 2024Q4: 42,023 shares; 2025Q1: 94,478 shares; 2025Q2: 34,887 shares; 2025Q3: 96,706 shares; 2025Q4: 50,843 shares; 2026Q1: 55,808 shares; 2026Q2: 43,708 shares 43,708 $24.6M 0.3% -12,100 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: 152,256 shares; 2024Q4: 142,365 shares; 2025Q1: 75,976 shares; 2025Q2: 95,885 shares; 2025Q3: 119,364 shares; 2025Q4: 106,847 shares; 2026Q1: 98,946 shares; 2026Q2: 94,143 shares 94,143 $23.9M 0.29% -4,803 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: 63,979 shares; 2024Q4: 79,919 shares; 2025Q1: 65,645 shares; 2025Q2: 63,677 shares; 2025Q3: 63,809 shares; 2025Q4: 65,529 shares; 2026Q1: 66,826 shares; 2026Q2: 67,560 shares 67,560 $23.8M 0.29% +734 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: 70,001 shares; 2024Q4: 181,596 shares; 2025Q1: 195,920 shares; 2025Q2: 200,866 shares; 2025Q3: 100,877 shares; 2025Q4: 108,028 shares; 2026Q1: 271,122 shares; 2026Q2: 288,562 shares 288,562 $23.7M 0.29% +17,440 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: 41,754 shares; 2024Q4: 29,649 shares; 2025Q1: 22,774 shares; 2025Q2: 24,950 shares; 2025Q3: 26,425 shares; 2025Q4: 28,094 shares; 2026Q1: 30,704 shares; 2026Q2: 30,945 shares 30,945 $23.2M 0.28% +241 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: 31,694 shares; 2024Q4: 67,085 shares; 2025Q1: 85,247 shares; 2025Q2: 89,015 shares; 2025Q3: 254,573 shares; 2025Q4: 346,131 shares; 2026Q1: 327,938 shares; 2026Q2: 337,355 shares 337,355 $22.9M 0.28% +9,417 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: 344,701 shares; 2024Q4: 330,667 shares; 2025Q1: 380,496 shares; 2025Q2: 379,648 shares; 2025Q3: 334,421 shares; 2025Q4: 161,460 shares; 2026Q1: 153,770 shares; 2026Q2: 151,984 shares 151,984 $22.3M 0.27% -1,786 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: 115,187 shares; 2024Q4: 105,085 shares; 2025Q1: 103,544 shares; 2025Q2: 121,273 shares; 2025Q3: 109,038 shares; 2025Q4: 114,215 shares; 2026Q1: 136,952 shares; 2026Q2: 133,708 shares 133,708 $22.2M 0.27% -3,244 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: 120,655 shares; 2024Q4: 310,026 shares; 2025Q1: 293,324 shares; 2025Q2: 446,796 shares; 2025Q3: 93,873 shares; 2025Q4: 100,236 shares; 2026Q1: 401,596 shares; 2026Q2: 412,123 shares 412,123 $22.1M 0.27% +10,527 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: 133,211 shares; 2024Q4: 144,843 shares; 2025Q1: 142,313 shares; 2025Q2: 147,223 shares; 2025Q3: 153,471 shares; 2025Q4: 166,995 shares; 2026Q1: 176,048 shares; 2026Q2: 161,564 shares 161,564 $22.1M 0.27% -14,484 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,302 shares; 2024Q4: 111,809 shares; 2025Q1: 109,382 shares; 2025Q2: 116,132 shares; 2025Q3: 121,742 shares; 2025Q4: 199,671 shares; 2026Q1: 204,086 shares; 2026Q2: 250,451 shares 250,451 $22M 0.27% +46,365 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: 123,557 shares; 2024Q4: 129,755 shares; 2025Q1: 222,655 shares; 2025Q2: 258,350 shares; 2025Q3: 287,396 shares; 2025Q4: 264,593 shares; 2026Q1: 264,568 shares; 2026Q2: 236,443 shares 236,443 $21.7M 0.26% -28,125 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: 58,578 shares; 2024Q4: 46,498 shares; 2025Q1: 42,826 shares; 2025Q2: 42,868 shares; 2025Q3: 43,049 shares; 2025Q4: 44,336 shares; 2026Q1: 47,431 shares; 2026Q2: 42,838 shares 42,838 $21.4M 0.26% -4,593 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: 50,364 shares; 2024Q4: 76,176 shares; 2025Q1: 77,496 shares; 2025Q2: 62,720 shares; 2025Q3: 84,296 shares; 2025Q4: 74,476 shares; 2026Q1: 67,295 shares; 2026Q2: 74,618 shares 74,618 $21.2M 0.26% +7,323 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: 28,405 shares; 2024Q4: 29,216 shares; 2025Q1: 29,813 shares; 2025Q2: 32,209 shares; 2025Q3: 40,003 shares; 2025Q4: 43,787 shares; 2026Q1: 47,148 shares; 2026Q2: 239,584 shares 239,584 $21.1M 0.26% +192,436 Timeline XPH 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: 264,888 shares; 2025Q1: 260,643 shares; 2025Q2: 237,014 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295,265 shares; 2026Q2: 314,894 shares 314,894 $20.9M 0.25% +19,629 Timeline XSD 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: 5,678 shares; 2024Q4: 52,951 shares; 2025Q1: 58,707 shares; 2025Q2: 47,618 shares; 2025Q3: 5,684 shares; 2025Q4: 24,717 shares; 2026Q1: 53,556 shares; 2026Q2: 33,205 shares 33,205 $20.7M 0.25% -20,351 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: 75,996 shares; 2024Q4: 72,505 shares; 2025Q1: 91,981 shares; 2025Q2: 117,721 shares; 2025Q3: 130,007 shares; 2025Q4: 235,918 shares; 2026Q1: 269,660 shares; 2026Q2: 254,845 shares 254,845 $20.7M 0.25% -14,815 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,991 shares; 2024Q4: 42,422 shares; 2025Q1: 47,408 shares; 2025Q2: 56,782 shares; 2025Q3: 62,549 shares; 2025Q4: 69,063 shares; 2026Q1: 394,636 shares; 2026Q2: 422,375 shares 422,375 $20.6M 0.25% +27,739 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: 44,011 shares; 2024Q4: 43,836 shares; 2025Q1: 44,475 shares; 2025Q2: 44,622 shares; 2025Q3: 49,028 shares; 2025Q4: 49,532 shares; 2026Q1: 52,089 shares; 2026Q2: 51,506 shares 51,506 $20.5M 0.25% -583 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: 201,912 shares; 2024Q4: 192,204 shares; 2025Q1: 1,283,761 shares; 2025Q2: 173,840 shares; 2025Q3: 160,246 shares; 2025Q4: 144,050 shares; 2026Q1: 192,146 shares; 2026Q2: 200,752 shares 200,752 $20.2M 0.25% +8,606 Timeline KIE 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: 120,376 shares; 2024Q4: 199,388 shares; 2025Q1: 194,753 shares; 2025Q2: 167,026 shares; 2025Q3: 277,176 shares; 2025Q4: 259,489 shares; 2026Q1: 286,126 shares; 2026Q2: 330,352 shares 330,352 $20.1M 0.24% +44,226 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: 38,438 shares; 2024Q4: 38,838 shares; 2025Q1: 48,950 shares; 2025Q2: 49,466 shares; 2025Q3: 58,692 shares; 2025Q4: 56,090 shares; 2026Q1: 55,883 shares; 2026Q2: 54,020 shares 54,020 $19.9M 0.24% -1,863 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,973 shares; 2024Q4: 228,913 shares; 2025Q1: 224,121 shares; 2025Q2: 207,002 shares; 2025Q3: 351,526 shares; 2025Q4: 317,384 shares; 2026Q1: 359,890 shares; 2026Q2: 358,093 shares 358,093 $19.8M 0.24% -1,797 Timeline KBWP 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: 58,537 shares; 2024Q4: 97,074 shares; 2025Q1: 96,703 shares; 2025Q2: 78,873 shares; 2025Q3: 133,586 shares; 2025Q4: 122,816 shares; 2026Q1: 131,958 shares; 2026Q2: 156,199 shares 156,199 $19.8M 0.24% +24,241 Timeline PEJ 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: 220,150 shares; 2025Q1: 226,163 shares; 2025Q2: 182,877 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272,166 shares; 2026Q2: 293,668 shares 293,668 $19.5M 0.24% +21,502 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249,964 shares; 2025Q4: 574,836 shares; 2026Q1: 471,658 shares; 2026Q2: 507,460 shares 507,460 $19.5M 0.24% +35,802 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: 16,928 shares; 2024Q4: 84,952 shares; 2025Q1: 86,321 shares; 2025Q2: 104,500 shares; 2025Q3: 15,535 shares; 2025Q4: 18,192 shares; 2026Q1: 104,509 shares; 2026Q2: 104,635 shares 104,635 $19.4M 0.24% +126 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: 51,175 shares; 2024Q4: 61,082 shares; 2025Q1: 67,830 shares; 2025Q2: 86,286 shares; 2025Q3: 92,598 shares; 2025Q4: 100,000 shares; 2026Q1: 108,356 shares; 2026Q2: 120,747 shares 120,747 $19.1M 0.23% +12,391 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: 96,905 shares; 2024Q4: 100,160 shares; 2025Q1: 98,038 shares; 2025Q2: 501,237 shares; 2025Q3: 114,977 shares; 2025Q4: 549,008 shares; 2026Q1: 555,832 shares; 2026Q2: 167,885 shares 167,885 $19M 0.23% -387,947 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: 11,736 shares; 2024Q4: 11,159 shares; 2025Q1: 11,073 shares; 2025Q2: 11,159 shares; 2025Q3: 11,468 shares; 2025Q4: 11,587 shares; 2026Q1: 12,767 shares; 2026Q2: 17,751 shares 17,751 $18.9M 0.23% +4,984 Timeline XSW 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: 60,107 shares; 2025Q1: 68,040 shares; 2025Q2: 53,710 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,185 shares; 2026Q2: 108,897 shares 108,897 $18.7M 0.23% +1,712 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,363 shares; 2024Q4: 206,678 shares; 2025Q1: 190,701 shares; 2025Q2: 161,199 shares; 2025Q3: 268,688 shares; 2025Q4: 252,479 shares; 2026Q1: 286,729 shares; 2026Q2: 376,493 shares 376,493 $18.6M 0.23% +89,764 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,982 shares; 2024Q4: 258,594 shares; 2025Q1: 203,972 shares; 2025Q2: 238,902 shares; 2025Q3: 387,909 shares; 2025Q4: 421,276 shares; 2026Q1: 217,829 shares; 2026Q2: 223,771 shares 223,771 $18.6M 0.23% +5,942 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,089 shares; 2024Q4: 432,115 shares; 2025Q1: 495,671 shares; 2025Q2: 548,152 shares; 2025Q3: 605,320 shares; 2025Q4: 642,577 shares; 2026Q1: 942,093 shares; 2026Q2: 972,794 shares 972,794 $18.4M 0.22% +30,701 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,461 shares; 2024Q4: 138,056 shares; 2025Q1: 119,821 shares; 2025Q2: 116,224 shares; 2025Q3: 111,657 shares; 2025Q4: 102,547 shares; 2026Q1: 96,119 shares; 2026Q2: 94,357 shares 94,357 $18.3M 0.22% -1,762 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: 74,101 shares; 2024Q4: 68,602 shares; 2025Q1: 68,689 shares; 2025Q2: 70,123 shares; 2025Q3: 70,947 shares; 2025Q4: 71,830 shares; 2026Q1: 71,619 shares; 2026Q2: 71,689 shares 71,689 $18M 0.22% +70 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,904 shares; 2024Q4: 226,691 shares; 2025Q1: 203,354 shares; 2025Q2: 199,588 shares; 2025Q3: 195,229 shares; 2025Q4: 191,676 shares; 2026Q1: 176,755 shares; 2026Q2: 183,956 shares 183,956 $17.8M 0.22% +7,201 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,000 shares; 2024Q4: 143,638 shares; 2025Q1: 194,247 shares; 2025Q2: 243,409 shares; 2025Q3: 288,639 shares; 2025Q4: 338,489 shares; 2026Q1: 536,503 shares; 2026Q2: 578,626 shares 578,626 $17.5M 0.21% +42,123 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: 9,501 shares; 2024Q4: 74,373 shares; 2025Q1: 74,972 shares; 2025Q2: 86,546 shares; 2025Q3: 5,430 shares; 2025Q4: 10,564 shares; 2026Q1: 146,038 shares; 2026Q2: 148,820 shares 148,820 $17.5M 0.21% +2,782 Timeline ILCV 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: 2,770 shares; 2025Q3: 2,779 shares; 2025Q4: 6,592 shares; 2026Q1: 55,292 shares; 2026Q2: 171,059 shares 171,059 $17.3M 0.21% +115,767 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: 133,698 shares; 2024Q4: 148,178 shares; 2025Q1: 60,250 shares; 2025Q2: 56,082 shares; 2025Q3: 57,398 shares; 2025Q4: 59,947 shares; 2026Q1: 67,954 shares; 2026Q2: 49,600 shares 49,600 $17M 0.21% -18,354 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: 29,851 shares; 2024Q4: 31,406 shares; 2025Q1: 35,116 shares; 2025Q2: 103,719 shares; 2025Q3: 121,985 shares; 2025Q4: 66,011 shares; 2026Q1: 76,113 shares; 2026Q2: 172,421 shares 172,421 $16.9M 0.21% +96,308 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 736,429 shares; 2024Q4: 449,600 shares; 2025Q1: 351,408 shares; 2025Q2: 420,328 shares; 2025Q3: 1,097,078 shares; 2025Q4: 1,145,212 shares; 2026Q1: 375,537 shares; 2026Q2: 373,394 shares 373,394 $16.4M 0.2% -2,143 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: 31,428 shares; 2024Q4: 33,824 shares; 2025Q1: 31,981 shares; 2025Q2: 30,799 shares; 2025Q3: 39,517 shares; 2025Q4: 42,400 shares; 2026Q1: 42,248 shares; 2026Q2: 203,335 shares 203,335 $16.4M 0.2% +161,087 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: 40,871 shares; 2024Q4: 53,159 shares; 2025Q1: 89,855 shares; 2025Q2: 110,242 shares; 2025Q3: 155,640 shares; 2025Q4: 154,673 shares; 2026Q1: 163,120 shares; 2026Q2: 179,573 shares 179,573 $16.2M 0.2% +16,453 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: 104,140 shares; 2024Q4: 422,621 shares; 2025Q1: 491,749 shares; 2025Q2: 536,291 shares; 2025Q3: 450,222 shares; 2025Q4: 441,969 shares; 2026Q1: 443,481 shares; 2026Q2: 506,762 shares 506,762 $16.1M 0.19% +63,281 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: 39,647 shares; 2024Q4: 25,966 shares; 2025Q1: 27,994 shares; 2025Q2: 29,651 shares; 2025Q3: 32,300 shares; 2025Q4: 38,407 shares; 2026Q1: 43,907 shares; 2026Q2: 42,075 shares 42,075 $15.6M 0.19% -1,832 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: 79,058 shares; 2024Q4: 80,492 shares; 2025Q1: 81,753 shares; 2025Q2: 83,716 shares; 2025Q3: 86,640 shares; 2025Q4: 93,321 shares; 2026Q1: 101,344 shares; 2026Q2: 105,718 shares 105,718 $15.5M 0.19% +4,374 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: 90,955 shares; 2024Q4: 421,641 shares; 2025Q1: 462,769 shares; 2025Q2: 496,204 shares; 2025Q3: 503,878 shares; 2025Q4: 469,427 shares; 2026Q1: 446,935 shares; 2026Q2: 432,416 shares 432,416 $14.6M 0.18% -14,519 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: 50,933 shares; 2024Q4: 54,062 shares; 2025Q1: 20,934 shares; 2025Q2: 51,373 shares; 2025Q3: 60,736 shares; 2025Q4: 66,282 shares; 2026Q1: 16,818 shares; 2026Q2: 15,501 shares 15,501 $14.5M 0.18% -1,317 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,583 shares; 2024Q4: 177,339 shares; 2025Q1: 194,002 shares; 2025Q2: 204,463 shares; 2025Q3: 203,047 shares; 2025Q4: 153,037 shares; 2026Q1: 239,953 shares; 2026Q2: 285,947 shares 285,947 $14.4M 0.17% +45,994 Timeline SPSB 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: 454,244 shares; 2024Q4: 436,612 shares; 2025Q1: 441,245 shares; 2025Q2: 442,884 shares; 2025Q3: 466,205 shares; 2025Q4: 479,439 shares; 2026Q1: 488,008 shares; 2026Q2: 467,289 shares 467,289 $14M 0.17% -20,719 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: 194,976 shares; 2024Q4: 217,996 shares; 2025Q1: 301,803 shares; 2025Q2: 356,626 shares; 2025Q3: 356,984 shares; 2025Q4: 233,880 shares; 2026Q1: 245,608 shares; 2026Q2: 247,393 shares 247,393 $14M 0.17% +1,785 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: 146,994 shares; 2024Q4: 99,787 shares; 2025Q1: 107,162 shares; 2025Q2: 113,001 shares; 2025Q3: 232,606 shares; 2025Q4: 239,103 shares; 2026Q1: 143,944 shares; 2026Q2: 159,409 shares 159,409 $13.8M 0.17% +15,465 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,910 shares; 2025Q3: 128,771 shares; 2025Q4: 187,537 shares; 2026Q1: 188,820 shares; 2026Q2: 224,057 shares 224,057 $13.5M 0.16% +35,237 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: 146,725 shares; 2024Q4: 226,662 shares; 2025Q1: 145,330 shares; 2025Q2: 149,014 shares; 2025Q3: 149,808 shares; 2025Q4: 150,113 shares; 2026Q1: 151,039 shares; 2026Q2: 153,377 shares 153,377 $13.5M 0.16% +2,338 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: 137,023 shares; 2024Q4: 144,967 shares; 2025Q1: 136,340 shares; 2025Q2: 148,218 shares; 2025Q3: 154,665 shares; 2025Q4: 156,637 shares; 2026Q1: 161,434 shares; 2026Q2: 170,859 shares 170,859 $13.2M 0.16% +9,425 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: 1,065,402 shares; 2024Q4: 131,198 shares; 2025Q1: 109,010 shares; 2025Q2: 103,856 shares; 2025Q3: 102,023 shares; 2025Q4: 103,350 shares; 2026Q1: 95,438 shares; 2026Q2: 79,009 shares 79,009 $13M 0.16% -16,429 Timeline BAB 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: 469,941 shares; 2024Q4: 297,313 shares; 2025Q1: 327,569 shares; 2025Q2: 340,868 shares; 2025Q3: 713,285 shares; 2025Q4: 758,986 shares; 2026Q1: 444,273 shares; 2026Q2: 481,335 shares 481,335 $12.9M 0.16% +37,062 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: 73,185 shares; 2024Q4: 74,676 shares; 2025Q1: 73,129 shares; 2025Q2: 120,657 shares; 2025Q3: 135,162 shares; 2025Q4: 140,911 shares; 2026Q1: 143,416 shares; 2026Q2: 157,475 shares 157,475 $12.8M 0.16% +14,059 Timeline CWB 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: 97,741 shares; 2025Q1: 111,303 shares; 2025Q2: 110,797 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,481 shares; 2026Q2: 117,874 shares 117,874 $12.7M 0.15% -12,607 Timeline DEUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,453 shares; 2026Q2: 189,334 shares 189,334 $12.4M 0.15% +56,881 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: 56,987 shares; 2024Q4: 58,232 shares; 2025Q1: 60,229 shares; 2025Q2: 57,922 shares; 2025Q3: 59,199 shares; 2025Q4: 64,311 shares; 2026Q1: 70,013 shares; 2026Q2: 45,557 shares 45,557 $12.3M 0.15% -24,456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421,628 shares; 2025Q4: 406,878 shares; 2026Q1: 441,503 shares; 2026Q2: 480,200 shares 480,200 $12.3M 0.15% +38,697 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,325 shares; 2024Q4: 23,549 shares; 2025Q1: 51,899 shares; 2025Q2: 66,298 shares; 2025Q3: 73,366 shares; 2025Q4: 96,749 shares; 2026Q1: 96,438 shares; 2026Q2: 103,165 shares 103,165 $12.1M 0.15% +6,727 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: 24,430 shares; 2024Q4: 23,855 shares; 2025Q1: 24,416 shares; 2025Q2: 23,569 shares; 2025Q3: 23,027 shares; 2025Q4: 23,141 shares; 2026Q1: 56,737 shares; 2026Q2: 46,371 shares 46,371 $11.9M 0.14% -10,366 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,633 shares; 2024Q4: 59,682 shares; 2025Q1: 88,802 shares; 2025Q2: 152,697 shares; 2025Q3: 167,610 shares; 2025Q4: 135,090 shares; 2026Q1: 298,853 shares; 2026Q2: 232,306 shares 232,306 $11.5M 0.14% -66,547 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: 9,912 shares; 2024Q4: 9,437 shares; 2025Q1: 9,926 shares; 2025Q2: 10,170 shares; 2025Q3: 11,035 shares; 2025Q4: 11,420 shares; 2026Q1: 12,105 shares; 2026Q2: 94,321 shares 94,321 $11.3M 0.14% +82,216 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: 38,163 shares; 2024Q4: 42,369 shares; 2025Q1: 52,574 shares; 2025Q2: 41,951 shares; 2025Q3: 41,639 shares; 2025Q4: 42,899 shares; 2026Q1: 50,472 shares; 2026Q2: 50,545 shares 50,545 $11.1M 0.14% +73 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,669 shares; 2026Q2: 207,014 shares 207,014 $10.9M 0.13% +15,345 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: 24,206 shares; 2024Q4: 23,488 shares; 2025Q1: 10,890 shares; 2025Q2: 15,278 shares; 2025Q3: 10,891 shares; 2025Q4: 35,196 shares; 2026Q1: 16,686 shares; 2026Q2: 17,070 shares 17,070 $10.9M 0.13% +384 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: 41,039 shares; 2024Q4: 50,229 shares; 2025Q1: 46,043 shares; 2025Q2: 43,441 shares; 2025Q3: 60,710 shares; 2025Q4: 67,151 shares; 2026Q1: 74,664 shares; 2026Q2: 112,103 shares 112,103 $10.8M 0.13% +37,439 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: 6,723 shares; 2024Q4: 7,502 shares; 2025Q1: 8,064 shares; 2025Q2: 7,723 shares; 2025Q3: 7,530 shares; 2025Q4: 8,102 shares; 2026Q1: 10,117 shares; 2026Q2: 9,097 shares 9,097 $10.7M 0.13% -1,020 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: 19,590 shares; 2024Q4: 20,128 shares; 2025Q1: 20,406 shares; 2025Q2: 19,991 shares; 2025Q3: 19,809 shares; 2025Q4: 20,554 shares; 2026Q1: 19,035 shares; 2026Q2: 85,213 shares 85,213 $10.6M 0.13% +66,178 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: 5,132 shares; 2024Q4: 5,531 shares; 2025Q1: 6,608 shares; 2025Q2: 8,255 shares; 2025Q3: 9,443 shares; 2025Q4: 10,559 shares; 2026Q1: 11,156 shares; 2026Q2: 123,675 shares 123,675 $10.6M 0.13% +112,519 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: 24,991 shares; 2024Q4: 28,278 shares; 2025Q1: 57,295 shares; 2025Q2: 30,302 shares; 2025Q3: 215,476 shares; 2025Q4: 38,241 shares; 2026Q1: 35,768 shares; 2026Q2: 37,490 shares 37,490 $10.5M 0.13% +1,722 Timeline VSS 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: 8,972 shares; 2024Q4: 10,665 shares; 2025Q1: 11,118 shares; 2025Q2: 12,235 shares; 2025Q3: 13,029 shares; 2025Q4: 10,092 shares; 2026Q1: 63,595 shares; 2026Q2: 68,320 shares 68,320 $10.5M 0.13% +4,725 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,256 shares 150,256 $10.4M 0.13% new 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: 345,225 shares; 2024Q4: 195,056 shares; 2025Q1: 203,453 shares; 2025Q2: 172,515 shares; 2025Q3: 217,170 shares; 2025Q4: 156,956 shares; 2026Q1: 134,751 shares; 2026Q2: 80,440 shares 80,440 $10.3M 0.13% -54,311 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: 768,438 shares; 2024Q4: 71,068 shares; 2025Q1: 58,549 shares; 2025Q2: 48,055 shares; 2025Q3: 40,450 shares; 2025Q4: 44,488 shares; 2026Q1: 105,520 shares; 2026Q2: 140,788 shares 140,788 $10.3M 0.13% +35,268 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,572 shares; 2024Q4: 35,056 shares; 2025Q1: 36,493 shares; 2025Q2: 35,552 shares; 2025Q3: 48,994 shares; 2025Q4: 34,307 shares; 2026Q1: 32,444 shares; 2026Q2: 37,331 shares 37,331 $10.3M 0.12% +4,887 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,876 shares; 2025Q4: 37,466 shares; 2026Q1: 37,773 shares; 2026Q2: 250,887 shares 250,887 $10.3M 0.12% +213,114 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: 18,049 shares; 2024Q4: 18,951 shares; 2025Q1: 33,339 shares; 2025Q2: 45,175 shares; 2025Q3: 38,758 shares; 2025Q4: 45,124 shares; 2026Q1: 95,970 shares; 2026Q2: 136,734 shares 136,734 $10.2M 0.12% +40,764 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,344 shares 82,344 $10.2M 0.12% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,823 shares; 2024Q4: 30,481 shares; 2025Q1: 48,118 shares; 2025Q2: 49,021 shares; 2025Q3: 361,444 shares; 2025Q4: 416,924 shares; 2026Q1: 284,031 shares; 2026Q2: 191,881 shares 191,881 $10M 0.12% -92,150 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: 197,408 shares; 2024Q4: 182,819 shares; 2025Q1: 160,325 shares; 2025Q2: 153,279 shares; 2025Q3: 143,367 shares; 2025Q4: 86,031 shares; 2026Q1: 81,376 shares; 2026Q2: 105,456 shares 105,456 $9.98M 0.12% +24,080 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,259 shares; 2024Q4: 13,968 shares; 2025Q1: 14,462 shares; 2025Q2: 15,436 shares; 2025Q3: 16,873 shares; 2025Q4: 38,025 shares; 2026Q1: 45,000 shares; 2026Q2: 51,767 shares 51,767 $9.93M 0.12% +6,767 Timeline CWI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206,979 shares; 2026Q2: 243,680 shares 243,680 $9.91M 0.12% +36,701 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,532 shares; 2025Q1: not reported; 2025Q2: 4,747 shares; 2025Q3: 74,689 shares; 2025Q4: 106,667 shares; 2026Q1: 102,218 shares; 2026Q2: 105,608 shares 105,608 $9.89M 0.12% +3,390 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: 18,301 shares; 2024Q4: 18,740 shares; 2025Q1: 18,619 shares; 2025Q2: 17,569 shares; 2025Q3: 17,637 shares; 2025Q4: 17,582 shares; 2026Q1: 17,810 shares; 2026Q2: 19,101 shares 19,101 $9.73M 0.12% +1,291 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: 4,470 shares; 2024Q4: 4,397 shares; 2025Q1: 4,210 shares; 2025Q2: 4,157 shares; 2025Q3: 4,263 shares; 2025Q4: 3,963 shares; 2026Q1: 3,536 shares; 2026Q2: 32,203 shares 32,203 $9.72M 0.12% +28,667 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: 8,146 shares; 2024Q4: 8,650 shares; 2025Q1: 8,004 shares; 2025Q2: 8,531 shares; 2025Q3: 15,203 shares; 2025Q4: 16,631 shares; 2026Q1: 17,678 shares; 2026Q2: 12,635 shares 12,635 $9.64M 0.12% -5,043 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: 75,603 shares; 2024Q4: 62,519 shares; 2025Q1: 53,475 shares; 2025Q2: 58,772 shares; 2025Q3: 72,333 shares; 2025Q4: 74,338 shares; 2026Q1: 77,489 shares; 2026Q2: 69,034 shares 69,034 $9.64M 0.12% -8,455 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: 86,030 shares; 2024Q4: 84,966 shares; 2025Q1: 106,816 shares; 2025Q2: 123,797 shares; 2025Q3: 93,571 shares; 2025Q4: 138,555 shares; 2026Q1: 159,185 shares; 2026Q2: 154,238 shares 154,238 $9.59M 0.12% -4,947 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,882 shares; 2024Q4: 220,412 shares; 2025Q1: 321,104 shares; 2025Q2: 331,971 shares; 2025Q3: 349,861 shares; 2025Q4: 337,345 shares; 2026Q1: 365,992 shares; 2026Q2: 374,166 shares 374,166 $9.57M 0.12% +8,174 Timeline WDIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118,640 shares 118,640 $9.48M 0.11% new Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75,738 shares 75,738 $9.41M 0.11% new 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: 5,690 shares; 2024Q4: 5,707 shares; 2025Q1: 5,707 shares; 2025Q2: 139,184 shares; 2025Q3: 6,445 shares; 2025Q4: 6,499 shares; 2026Q1: 5,988 shares; 2026Q2: 171,917 shares 171,917 $9.39M 0.11% +165,929 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: 37,969 shares; 2024Q4: 43,584 shares; 2025Q1: 43,878 shares; 2025Q2: 50,253 shares; 2025Q3: 53,547 shares; 2025Q4: 62,308 shares; 2026Q1: 70,463 shares; 2026Q2: 74,137 shares 74,137 $9.38M 0.11% +3,674 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,550 shares; 2026Q2: 201,618 shares 201,618 $9.38M 0.11% +13,068 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: 16,935 shares; 2024Q4: 17,965 shares; 2025Q1: 16,717 shares; 2025Q2: 15,053 shares; 2025Q3: 16,585 shares; 2025Q4: 16,753 shares; 2026Q1: 17,479 shares; 2026Q2: 19,599 shares 19,599 $9.36M 0.11% +2,120 Timeline UPGD 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: not reported; 2026Q1: not reported; 2026Q2: 112,789 shares 112,789 $9.24M 0.11% new Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES 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: 244,397 shares; 2026Q2: 266,486 shares 266,486 $9.21M 0.11% +22,089 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: 208,402 shares; 2024Q4: 200,945 shares; 2025Q1: 217,867 shares; 2025Q2: 225,487 shares; 2025Q3: 219,361 shares; 2025Q4: 212,111 shares; 2026Q1: 201,207 shares; 2026Q2: 251,333 shares 251,333 $9.18M 0.11% +50,126 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: 79,432 shares; 2024Q4: 83,906 shares; 2025Q1: 85,623 shares; 2025Q2: 89,156 shares; 2025Q3: 47,111 shares; 2025Q4: 47,617 shares; 2026Q1: 53,207 shares; 2026Q2: 61,697 shares 61,697 $9.15M 0.11% +8,490 Timeline SPXT PROSHARES TR More: the full row for PROSHARES 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: 72,777 shares; 2026Q2: 84,339 shares 84,339 $9.13M 0.11% +11,562 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: 49,732 shares; 2024Q4: 31,840 shares; 2025Q1: 45,469 shares; 2025Q2: 36,090 shares; 2025Q3: 43,146 shares; 2025Q4: 44,112 shares; 2026Q1: 46,383 shares; 2026Q2: 48,082 shares 48,082 $9.12M 0.11% +1,699 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: 239,429 shares; 2024Q4: 76,686 shares; 2025Q1: 72,128 shares; 2025Q2: 76,268 shares; 2025Q3: 78,260 shares; 2025Q4: 79,138 shares; 2026Q1: 77,954 shares; 2026Q2: 76,860 shares 76,860 $9.03M 0.11% -1,094 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,449 shares; 2024Q4: 262,296 shares; 2025Q1: 258,654 shares; 2025Q2: 256,525 shares; 2025Q3: 260,890 shares; 2025Q4: 339,553 shares; 2026Q1: 319,564 shares; 2026Q2: 309,625 shares 309,625 $8.98M 0.11% -9,939 Timeline YEAR 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: 139,921 shares; 2024Q4: 152,894 shares; 2025Q1: 161,446 shares; 2025Q2: 178,620 shares; 2025Q3: 185,324 shares; 2025Q4: 185,022 shares; 2026Q1: 167,620 shares; 2026Q2: 178,264 shares 178,264 $8.97M 0.11% +10,644 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: 106,709 shares; 2024Q4: 101,786 shares; 2025Q1: 86,306 shares; 2025Q2: 90,595 shares; 2025Q3: 105,057 shares; 2025Q4: 104,995 shares; 2026Q1: 96,849 shares; 2026Q2: 125,658 shares 125,658 $8.95M 0.11% +28,809 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: 21,676 shares; 2024Q4: 22,424 shares; 2025Q1: 22,227 shares; 2025Q2: 19,917 shares; 2025Q3: 19,824 shares; 2025Q4: 19,774 shares; 2026Q1: 19,837 shares; 2026Q2: 20,956 shares 20,956 $8.93M 0.11% +1,119 Timeline EFAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 164,976 shares 164,976 $8.93M 0.11% new Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,386 shares 63,386 $8.89M 0.11% new Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152,574 shares 152,574 $8.88M 0.11% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,961 shares; 2024Q4: 154,573 shares; 2025Q1: 209,923 shares; 2025Q2: 251,692 shares; 2025Q3: 301,636 shares; 2025Q4: 338,353 shares; 2026Q1: 404,251 shares; 2026Q2: 323,447 shares 323,447 $8.84M 0.11% -80,804 Timeline GCOW 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: 12,103 shares; 2024Q4: 11,687 shares; 2025Q1: 12,224 shares; 2025Q2: 11,082 shares; 2025Q3: 10,807 shares; 2025Q4: 25,123 shares; 2026Q1: 23,274 shares; 2026Q2: 203,951 shares 203,951 $8.83M 0.11% +180,677 Timeline PID 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: 25,867 shares; 2024Q4: 24,845 shares; 2025Q1: 24,691 shares; 2025Q2: 24,685 shares; 2025Q3: 24,990 shares; 2025Q4: 24,186 shares; 2026Q1: 24,185 shares; 2026Q2: 394,832 shares 394,832 $8.77M 0.11% +370,647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,449 shares 98,449 $8.76M 0.11% new 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: 7,621 shares; 2025Q1: 14,752 shares; 2025Q2: 7,555 shares; 2025Q3: 8,188 shares; 2025Q4: 8,371 shares; 2026Q1: 8,985 shares; 2026Q2: 9,112 shares 9,112 $8.76M 0.11% +127 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: 27,837 shares; 2024Q4: 27,562 shares; 2025Q1: 20,961 shares; 2025Q2: 20,168 shares; 2025Q3: 21,064 shares; 2025Q4: 18,970 shares; 2026Q1: 27,594 shares; 2026Q2: 28,997 shares 28,997 $8.71M 0.11% +1,403 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,866 shares; 2025Q3: 36,777 shares; 2025Q4: 54,189 shares; 2026Q1: 43,536 shares; 2026Q2: 53,599 shares 53,599 $8.66M 0.1% +10,063 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: 4,164 shares; 2024Q4: 5,507 shares; 2025Q1: 5,365 shares; 2025Q2: 5,504 shares; 2025Q3: 5,649 shares; 2025Q4: 7,014 shares; 2026Q1: 13,228 shares; 2026Q2: 13,591 shares 13,591 $8.62M 0.1% +363 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: 154,342 shares; 2024Q4: 155,289 shares; 2025Q1: 154,541 shares; 2025Q2: 160,767 shares; 2025Q3: 166,335 shares; 2025Q4: 169,646 shares; 2026Q1: 171,821 shares; 2026Q2: 172,620 shares 172,620 $8.6M 0.1% +799 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,839 shares; 2024Q4: 87,217 shares; 2025Q1: 76,135 shares; 2025Q2: 73,603 shares; 2025Q3: 70,813 shares; 2025Q4: 63,890 shares; 2026Q1: 60,989 shares; 2026Q2: 61,448 shares 61,448 $8.59M 0.1% +459 Timeline MGOV 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: 412,994 shares; 2024Q4: 370,777 shares; 2025Q1: 321,343 shares; 2025Q2: 308,756 shares; 2025Q3: 302,436 shares; 2025Q4: 431,624 shares; 2026Q1: 411,346 shares; 2026Q2: 425,545 shares 425,545 $8.59M 0.1% +14,199 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: 128,806 shares; 2024Q4: 140,976 shares; 2025Q1: 127,287 shares; 2025Q2: 151,473 shares; 2025Q3: 172,181 shares; 2025Q4: 178,236 shares; 2026Q1: 151,684 shares; 2026Q2: 169,836 shares 169,836 $8.58M 0.1% +18,152 Timeline FYT 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: 117,206 shares; 2024Q4: 107,406 shares; 2025Q1: 95,056 shares; 2025Q2: 93,749 shares; 2025Q3: 93,611 shares; 2025Q4: 129,940 shares; 2026Q1: 121,478 shares; 2026Q2: 122,159 shares 122,159 $8.53M 0.1% +681 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: 15,547 shares; 2024Q4: 46,835 shares; 2025Q1: 18,510 shares; 2025Q2: 17,939 shares; 2025Q3: 18,497 shares; 2025Q4: 36,056 shares; 2026Q1: 21,152 shares; 2026Q2: 35,076 shares 35,076 $8.5M 0.1% +13,924 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,663 shares; 2024Q4: 8,567 shares; 2025Q1: 8,195 shares; 2025Q2: 7,895 shares; 2025Q3: 61,828 shares; 2025Q4: 139,053 shares; 2026Q1: 143,502 shares; 2026Q2: 166,963 shares 166,963 $8.47M 0.1% +23,461 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,611 shares; 2024Q4: 21,657 shares; 2025Q1: 30,370 shares; 2025Q2: 33,842 shares; 2025Q3: 31,857 shares; 2025Q4: 33,326 shares; 2026Q1: 78,212 shares; 2026Q2: 85,761 shares 85,761 $8.46M 0.1% +7,549 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,977 shares 115,977 $8.39M 0.1% new 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: 41,832 shares; 2025Q2: 42,885 shares; 2025Q3: 44,483 shares; 2025Q4: 227,591 shares; 2026Q1: 190,563 shares; 2026Q2: 191,726 shares 191,726 $8.32M 0.1% +1,163 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: 48,684 shares; 2024Q4: 49,549 shares; 2025Q1: 49,679 shares; 2025Q2: 50,018 shares; 2025Q3: 47,785 shares; 2025Q4: 48,020 shares; 2026Q1: 53,403 shares; 2026Q2: 54,790 shares 54,790 $8.3M 0.1% +1,387 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: 7,150 shares; 2024Q4: 8,272 shares; 2025Q1: 9,752 shares; 2025Q2: 9,192 shares; 2025Q3: 13,015 shares; 2025Q4: 22,878 shares; 2026Q1: 24,480 shares; 2026Q2: 27,064 shares 27,064 $8.29M 0.1% +2,584 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: 22,259 shares; 2024Q4: 22,812 shares; 2025Q1: 24,191 shares; 2025Q2: 24,417 shares; 2025Q3: 23,974 shares; 2025Q4: 24,087 shares; 2026Q1: 25,287 shares; 2026Q2: 24,455 shares 24,455 $8.27M 0.1% -832 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: 5,885 shares; 2025Q1: 9,569 shares; 2025Q2: 26,284 shares; 2025Q3: 65,493 shares; 2025Q4: 91,783 shares; 2026Q1: 108,365 shares; 2026Q2: 145,322 shares 145,322 $8.25M 0.1% +36,957 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: 77,974 shares; 2024Q4: 77,045 shares; 2025Q1: 79,315 shares; 2025Q2: 79,124 shares; 2025Q3: 92,750 shares; 2025Q4: 97,134 shares; 2026Q1: 99,393 shares; 2026Q2: 99,304 shares 99,304 $8.21M 0.1% -89 Timeline IDOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199,101 shares 199,101 $8.2M 0.1% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,793 shares; 2024Q4: 219,296 shares; 2025Q1: 191,785 shares; 2025Q2: 235,612 shares; 2025Q3: 267,579 shares; 2025Q4: 294,911 shares; 2026Q1: 365,671 shares; 2026Q2: 311,252 shares 311,252 $8.15M 0.1% -54,419 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: not reported; 2024Q4: 86,618 shares; 2025Q1: 124,509 shares; 2025Q2: 96,658 shares; 2025Q3: 123,567 shares; 2025Q4: 165,927 shares; 2026Q1: 116,052 shares; 2026Q2: 158,472 shares 158,472 $8.12M 0.1% +42,420 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: 82,130 shares; 2024Q4: 108,204 shares; 2025Q1: 99,801 shares; 2025Q2: 108,646 shares; 2025Q3: 118,594 shares; 2025Q4: 130,331 shares; 2026Q1: 144,489 shares; 2026Q2: 149,699 shares 149,699 $8.12M 0.1% +5,210 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: 101,132 shares; 2024Q4: 100,859 shares; 2025Q1: 104,000 shares; 2025Q2: 101,640 shares; 2025Q3: 112,237 shares; 2025Q4: 110,899 shares; 2026Q1: 108,318 shares; 2026Q2: 108,059 shares 108,059 $8.03M 0.1% -259 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,518 shares; 2024Q4: 30,015 shares; 2025Q1: 28,958 shares; 2025Q2: 28,825 shares; 2025Q3: 28,380 shares; 2025Q4: 290,610 shares; 2026Q1: 279,144 shares; 2026Q2: 304,364 shares 304,364 $7.98M 0.1% +25,220 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: 84,988 shares; 2024Q4: 84,607 shares; 2025Q1: 82,185 shares; 2025Q2: 53,901 shares; 2025Q3: 48,962 shares; 2025Q4: 54,773 shares; 2026Q1: 57,607 shares; 2026Q2: 58,557 shares 58,557 $7.93M 0.1% +950 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,066 shares; 2024Q4: 26,579 shares; 2025Q1: 34,562 shares; 2025Q2: 61,149 shares; 2025Q3: 146,993 shares; 2025Q4: 218,762 shares; 2026Q1: 184,753 shares; 2026Q2: 156,446 shares 156,446 $7.93M 0.1% -28,307 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: 68,959 shares; 2024Q4: 76,182 shares; 2025Q1: 85,188 shares; 2025Q2: 80,453 shares; 2025Q3: 88,835 shares; 2025Q4: 96,807 shares; 2026Q1: 98,120 shares; 2026Q2: 15,025 shares 15,025 $7.72M 0.09% -83,095 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: 78,067 shares; 2024Q4: 80,095 shares; 2025Q1: 81,664 shares; 2025Q2: 81,780 shares; 2025Q3: 81,501 shares; 2025Q4: 82,361 shares; 2026Q1: 85,465 shares; 2026Q2: 84,779 shares 84,779 $7.69M 0.09% -686 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: 10,126 shares; 2024Q4: 10,340 shares; 2025Q1: 20,207 shares; 2025Q2: 20,286 shares; 2025Q3: 20,409 shares; 2025Q4: 24,902 shares; 2026Q1: 28,919 shares; 2026Q2: 27,800 shares 27,800 $7.52M 0.09% -1,119 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: 37,811 shares; 2024Q4: 43,136 shares; 2025Q1: 54,143 shares; 2025Q2: 59,929 shares; 2025Q3: 62,848 shares; 2025Q4: 130,129 shares; 2026Q1: 148,122 shares; 2026Q2: 141,338 shares 141,338 $7.51M 0.09% -6,784 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: 23,834 shares; 2024Q4: 23,982 shares; 2025Q1: 24,263 shares; 2025Q2: 24,163 shares; 2025Q3: 25,944 shares; 2025Q4: 26,763 shares; 2026Q1: 27,198 shares; 2026Q2: 27,560 shares 27,560 $7.5M 0.09% +362 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,207 shares; 2025Q1: 51,042 shares; 2025Q2: 57,043 shares; 2025Q3: 35,559 shares; 2025Q4: 34,199 shares; 2026Q1: 76,985 shares; 2026Q2: 91,930 shares 91,930 $7.38M 0.09% +14,945 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: 112,261 shares; 2024Q4: 113,980 shares; 2025Q1: 116,060 shares; 2025Q2: 118,761 shares; 2025Q3: 118,497 shares; 2025Q4: 118,274 shares; 2026Q1: 128,325 shares; 2026Q2: 129,349 shares 129,349 $7.37M 0.09% +1,024 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: 84,504 shares; 2024Q4: 80,509 shares; 2025Q1: 83,794 shares; 2025Q2: 81,259 shares; 2025Q3: 77,981 shares; 2025Q4: 76,451 shares; 2026Q1: 74,011 shares; 2026Q2: 78,313 shares 78,313 $7.36M 0.09% +4,302 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: 40,514 shares; 2024Q4: 40,795 shares; 2025Q1: 45,870 shares; 2025Q2: 42,584 shares; 2025Q3: 64,042 shares; 2025Q4: 42,975 shares; 2026Q1: 43,721 shares; 2026Q2: 43,343 shares 43,343 $7.33M 0.09% -378 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: 52,636 shares; 2024Q4: 51,736 shares; 2025Q1: 53,853 shares; 2025Q2: 52,690 shares; 2025Q3: 57,224 shares; 2025Q4: 57,816 shares; 2026Q1: 57,202 shares; 2026Q2: 57,037 shares 57,037 $7.29M 0.09% -165 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: 51,187 shares; 2024Q4: 72,525 shares; 2025Q1: 78,299 shares; 2025Q2: 41,626 shares; 2025Q3: 47,571 shares; 2025Q4: 65,183 shares; 2026Q1: 63,213 shares; 2026Q2: 66,258 shares 66,258 $7.13M 0.09% +3,045 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: 10,222 shares; 2024Q4: 20,369 shares; 2025Q1: 21,124 shares; 2025Q2: 21,565 shares; 2025Q3: 22,234 shares; 2025Q4: 19,888 shares; 2026Q1: 22,221 shares; 2026Q2: 20,822 shares 20,822 $7.1M 0.09% -1,399 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP 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: 265,258 shares; 2026Q2: 564,301 shares 564,301 $7.08M 0.09% +299,043 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: 132,919 shares; 2024Q4: 158,111 shares; 2025Q1: 84,836 shares; 2025Q2: 88,641 shares; 2025Q3: 82,611 shares; 2025Q4: 87,529 shares; 2026Q1: 111,068 shares; 2026Q2: 97,867 shares 97,867 $7.04M 0.09% -13,201 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: 51,369 shares; 2024Q4: 55,240 shares; 2025Q1: 36,141 shares; 2025Q2: 36,662 shares; 2025Q3: 95,726 shares; 2025Q4: 86,769 shares; 2026Q1: 85,912 shares; 2026Q2: 38,004 shares 38,004 $7.02M 0.09% -47,908 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,279 shares; 2025Q3: 14,191 shares; 2025Q4: 56,897 shares; 2026Q1: 109,836 shares; 2026Q2: 130,555 shares 130,555 $6.98M 0.08% +20,719 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: 14,591 shares; 2024Q4: 15,078 shares; 2025Q1: 17,143 shares; 2025Q2: 18,137 shares; 2025Q3: 19,966 shares; 2025Q4: 21,350 shares; 2026Q1: 31,646 shares; 2026Q2: 32,707 shares 32,707 $6.96M 0.08% +1,061 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: 259,833 shares; 2024Q4: 258,079 shares; 2025Q1: 260,055 shares; 2025Q2: 271,419 shares; 2025Q3: 267,347 shares; 2025Q4: 317,561 shares; 2026Q1: 307,187 shares; 2026Q2: 335,770 shares 335,770 $6.95M 0.08% +28,583 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,221 shares; 2026Q1: 83,714 shares; 2026Q2: 51,755 shares 51,755 $6.92M 0.08% -31,959 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: 14,927 shares; 2024Q4: 15,021 shares; 2025Q1: 15,010 shares; 2025Q2: 14,931 shares; 2025Q3: 15,013 shares; 2025Q4: 14,426 shares; 2026Q1: 50,446 shares; 2026Q2: 41,516 shares 41,516 $6.92M 0.08% -8,930 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: 171,261 shares; 2024Q4: 170,591 shares; 2025Q1: 169,334 shares; 2025Q2: 144,599 shares; 2025Q3: 143,646 shares; 2025Q4: 138,173 shares; 2026Q1: 136,841 shares; 2026Q2: 136,174 shares 136,174 $6.86M 0.08% -667 Timeline SLYV 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: 50,037 shares; 2024Q4: 50,884 shares; 2025Q1: 52,338 shares; 2025Q2: 55,731 shares; 2025Q3: 55,865 shares; 2025Q4: 72,135 shares; 2026Q1: 68,930 shares; 2026Q2: 62,404 shares 62,404 $6.81M 0.08% -6,526 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: 45,272 shares; 2024Q4: 48,586 shares; 2025Q1: 41,585 shares; 2025Q2: 40,251 shares; 2025Q3: 40,732 shares; 2025Q4: 37,812 shares; 2026Q1: 36,365 shares; 2026Q2: 18,729 shares 18,729 $6.78M 0.08% -17,636 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,436 shares; 2024Q4: 114,812 shares; 2025Q1: 115,151 shares; 2025Q2: 114,999 shares; 2025Q3: 115,589 shares; 2025Q4: 114,701 shares; 2026Q1: 115,668 shares; 2026Q2: 115,390 shares 115,390 $6.67M 0.08% -278 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,528 shares; 2024Q4: 78,749 shares; 2025Q1: 69,233 shares; 2025Q2: 68,571 shares; 2025Q3: 64,921 shares; 2025Q4: 310,968 shares; 2026Q1: 296,664 shares; 2026Q2: 311,802 shares 311,802 $6.67M 0.08% +15,138 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: 44,719 shares; 2024Q4: 50,710 shares; 2025Q1: 50,919 shares; 2025Q2: 49,905 shares; 2025Q3: 95,984 shares; 2025Q4: 123,507 shares; 2026Q1: 180,343 shares; 2026Q2: 238,562 shares 238,562 $6.66M 0.08% +58,219 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: 28,865 shares; 2024Q4: 28,412 shares; 2025Q1: 28,035 shares; 2025Q2: 27,997 shares; 2025Q3: 28,101 shares; 2025Q4: 29,981 shares; 2026Q1: 29,677 shares; 2026Q2: 29,366 shares 29,366 $6.58M 0.08% -311 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 29,869 shares; 2025Q4: 84,005 shares; 2026Q1: 90,642 shares; 2026Q2: 86,773 shares 86,773 $6.57M 0.08% -3,869 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: 8,618 shares; 2024Q4: 9,409 shares; 2025Q1: 8,945 shares; 2025Q2: 9,075 shares; 2025Q3: 9,078 shares; 2025Q4: 9,115 shares; 2026Q1: 8,762 shares; 2026Q2: 8,922 shares 8,922 $6.42M 0.08% +160 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: 13,898 shares; 2024Q4: 15,620 shares; 2025Q1: 14,362 shares; 2025Q2: 12,382 shares; 2025Q3: 12,882 shares; 2025Q4: 15,247 shares; 2026Q1: 17,383 shares; 2026Q2: 21,005 shares 21,005 $6.37M 0.08% +3,622 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: not reported; 2025Q4: not reported; 2026Q1: 57,213 shares; 2026Q2: 233,064 shares 233,064 $6.34M 0.08% +175,851 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: 12,401 shares; 2024Q4: 14,021 shares; 2025Q1: 19,057 shares; 2025Q2: 26,514 shares; 2025Q3: 64,913 shares; 2025Q4: 100,017 shares; 2026Q1: 110,829 shares; 2026Q2: 133,747 shares 133,747 $6.31M 0.08% +22,918 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,661 shares; 2024Q4: 24,657 shares; 2025Q1: 24,688 shares; 2025Q2: 23,054 shares; 2025Q3: 23,282 shares; 2025Q4: 23,548 shares; 2026Q1: 23,790 shares; 2026Q2: 23,490 shares 23,490 $6.3M 0.08% -300 Timeline FNDX 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: 100,818 shares; 2024Q4: 293,164 shares; 2025Q1: 288,574 shares; 2025Q2: 289,320 shares; 2025Q3: 191,353 shares; 2025Q4: 202,910 shares; 2026Q1: 203,798 shares; 2026Q2: 201,590 shares 201,590 $6.27M 0.08% -2,208 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: 42,502 shares; 2024Q4: 75,676 shares; 2025Q1: 89,025 shares; 2025Q2: 98,604 shares; 2025Q3: 128,466 shares; 2025Q4: 154,821 shares; 2026Q1: 185,416 shares; 2026Q2: 187,725 shares 187,725 $6.25M 0.08% +2,309 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: 121,896 shares; 2024Q4: 142,348 shares; 2025Q1: 132,446 shares; 2025Q2: 140,903 shares; 2025Q3: 134,306 shares; 2025Q4: 163,411 shares; 2026Q1: 159,147 shares; 2026Q2: 147,499 shares 147,499 $6.25M 0.08% -11,648 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,096 shares; 2024Q4: 339,629 shares; 2025Q1: 300,666 shares; 2025Q2: 300,580 shares; 2025Q3: 322,896 shares; 2025Q4: 315,531 shares; 2026Q1: 277,199 shares; 2026Q2: 253,294 shares 253,294 $6.22M 0.08% -23,905 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: 89,187 shares; 2024Q4: 78,477 shares; 2025Q1: 74,547 shares; 2025Q2: 73,922 shares; 2025Q3: 80,957 shares; 2025Q4: 78,190 shares; 2026Q1: 102,288 shares; 2026Q2: 105,470 shares 105,470 $6.21M 0.08% +3,182 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: 26,642 shares; 2024Q4: 28,022 shares; 2025Q1: 27,606 shares; 2025Q2: 29,799 shares; 2025Q3: 34,110 shares; 2025Q4: 39,009 shares; 2026Q1: 42,144 shares; 2026Q2: 44,762 shares 44,762 $6.16M 0.07% +2,618 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: 26,767 shares; 2024Q4: 32,903 shares; 2025Q1: 29,171 shares; 2025Q2: 28,369 shares; 2025Q3: 37,312 shares; 2025Q4: 43,976 shares; 2026Q1: 46,374 shares; 2026Q2: 55,749 shares 55,749 $6.15M 0.07% +9,375 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,371 shares; 2024Q4: 45,845 shares; 2025Q1: 38,447 shares; 2025Q2: 38,084 shares; 2025Q3: 40,194 shares; 2025Q4: 39,328 shares; 2026Q1: 41,106 shares; 2026Q2: 38,955 shares 38,955 $6.11M 0.07% -2,151 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: 24,200 shares; 2024Q4: 30,420 shares; 2025Q1: 42,493 shares; 2025Q2: 141,994 shares; 2025Q3: 171,504 shares; 2025Q4: 80,115 shares; 2026Q1: 78,825 shares; 2026Q2: 80,168 shares 80,168 $6.05M 0.07% +1,343 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: 15,240 shares; 2024Q4: 15,278 shares; 2025Q1: 19,428 shares; 2025Q2: 17,159 shares; 2025Q3: 17,756 shares; 2025Q4: 17,994 shares; 2026Q1: 18,889 shares; 2026Q2: 23,578 shares 23,578 $6.02M 0.07% +4,689 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,886 shares; 2025Q1: 2,876 shares; 2025Q2: 2,895 shares; 2025Q3: 2,899 shares; 2025Q4: 19,524 shares; 2026Q1: 16,917 shares; 2026Q2: 13,090 shares 13,090 $6.01M 0.07% -3,827 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,251 shares; 2024Q4: 23,501 shares; 2025Q1: 24,532 shares; 2025Q2: 24,423 shares; 2025Q3: 40,975 shares; 2025Q4: 26,560 shares; 2026Q1: 24,623 shares; 2026Q2: 15,424 shares 15,424 $5.97M 0.07% -9,199 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: 21,596 shares; 2024Q4: 21,549 shares; 2025Q1: 21,416 shares; 2025Q2: 21,391 shares; 2025Q3: 21,244 shares; 2025Q4: 20,659 shares; 2026Q1: 20,299 shares; 2026Q2: 20,285 shares 20,285 $5.95M 0.07% -14 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,725 shares; 2024Q4: 173,013 shares; 2025Q1: 166,909 shares; 2025Q2: 189,271 shares; 2025Q3: 136,614 shares; 2025Q4: 142,947 shares; 2026Q1: 146,068 shares; 2026Q2: 202,280 shares 202,280 $5.95M 0.07% +56,212 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,157 shares; 2026Q1: 42,988 shares; 2026Q2: 38,507 shares 38,507 $5.91M 0.07% -4,481 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: 42,691 shares; 2024Q4: 58,757 shares; 2025Q1: 57,997 shares; 2025Q2: 58,387 shares; 2025Q3: 67,599 shares; 2025Q4: 68,091 shares; 2026Q1: 68,309 shares; 2026Q2: 70,428 shares 70,428 $5.9M 0.07% +2,119 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,911 shares; 2024Q4: 85,895 shares; 2025Q1: 75,809 shares; 2025Q2: 74,287 shares; 2025Q3: 71,338 shares; 2025Q4: 44,510 shares; 2026Q1: 43,468 shares; 2026Q2: 46,302 shares 46,302 $5.9M 0.07% +2,834 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,042 shares; 2024Q4: 110,904 shares; 2025Q1: 76,422 shares; 2025Q2: 80,736 shares; 2025Q3: 88,352 shares; 2025Q4: 95,937 shares; 2026Q1: 100,988 shares; 2026Q2: 61,102 shares 61,102 $5.89M 0.07% -39,886 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: 83,574 shares; 2024Q4: 97,806 shares; 2025Q1: 94,943 shares; 2025Q2: 104,233 shares; 2025Q3: 108,476 shares; 2025Q4: 106,570 shares; 2026Q1: 98,316 shares; 2026Q2: 94,972 shares 94,972 $5.88M 0.07% -3,344 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: 14,118 shares; 2024Q4: 14,318 shares; 2025Q1: 14,314 shares; 2025Q2: 14,335 shares; 2025Q3: 14,009 shares; 2025Q4: 14,055 shares; 2026Q1: 14,741 shares; 2026Q2: 18,669 shares 18,669 $5.88M 0.07% +3,928 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,647 shares; 2025Q1: 5,895 shares; 2025Q2: 8,837 shares; 2025Q3: 7,422 shares; 2025Q4: 8,964 shares; 2026Q1: 9,671 shares; 2026Q2: 117,125 shares 117,125 $5.87M 0.07% +107,454 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,207 shares; 2025Q3: 11,869 shares; 2025Q4: 12,036 shares; 2026Q1: 28,148 shares; 2026Q2: 35,216 shares 35,216 $5.82M 0.07% +7,068 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,576 shares; 2025Q4: 64,725 shares; 2026Q1: 65,480 shares; 2026Q2: 67,756 shares 67,756 $5.79M 0.07% +2,276 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,803 shares; 2024Q4: 98,053 shares; 2025Q1: 120,719 shares; 2025Q2: 122,174 shares; 2025Q3: 124,622 shares; 2025Q4: 101,524 shares; 2026Q1: 101,219 shares; 2026Q2: 111,427 shares 111,427 $5.78M 0.07% +10,208 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: 8,185 shares; 2024Q4: 8,288 shares; 2025Q1: 8,206 shares; 2025Q2: 8,571 shares; 2025Q3: 8,348 shares; 2025Q4: 8,310 shares; 2026Q1: 8,117 shares; 2026Q2: 47,223 shares 47,223 $5.73M 0.07% +39,106 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,187 shares; 2026Q2: 72,790 shares 72,790 $5.68M 0.07% +25,603 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,808 shares; 2025Q2: 22,058 shares; 2025Q3: 57,439 shares; 2025Q4: 92,562 shares; 2026Q1: 95,127 shares; 2026Q2: 106,382 shares 106,382 $5.65M 0.07% +11,255 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: 4,146 shares; 2024Q4: 4,184 shares; 2025Q1: 4,435 shares; 2025Q2: 5,011 shares; 2025Q3: 5,500 shares; 2025Q4: 5,130 shares; 2026Q1: 5,903 shares; 2026Q2: 5,533 shares 5,533 $5.6M 0.07% -370 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: 37,101 shares; 2024Q4: 95,045 shares; 2025Q1: 40,074 shares; 2025Q2: 42,796 shares; 2025Q3: 43,204 shares; 2025Q4: 42,330 shares; 2026Q1: 50,297 shares; 2026Q2: 62,270 shares 62,270 $5.59M 0.07% +11,973 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,111 shares; 2024Q4: not reported; 2025Q1: 25,744 shares; 2025Q2: 27,711 shares; 2025Q3: 105,272 shares; 2025Q4: 145,352 shares; 2026Q1: 206,457 shares; 2026Q2: 148,943 shares 148,943 $5.59M 0.07% -57,514 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: 46,964 shares; 2024Q4: 47,785 shares; 2025Q1: 47,506 shares; 2025Q2: 47,638 shares; 2025Q3: 47,584 shares; 2025Q4: 47,502 shares; 2026Q1: 47,405 shares; 2026Q2: 47,739 shares 47,739 $5.57M 0.07% +334 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,051 shares; 2024Q4: 7,789 shares; 2025Q1: 13,560 shares; 2025Q2: 16,302 shares; 2025Q3: 30,110 shares; 2025Q4: 28,498 shares; 2026Q1: 28,918 shares; 2026Q2: 32,639 shares 32,639 $5.55M 0.07% +3,721 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,142 shares; 2024Q4: 3,952 shares; 2025Q1: 3,842 shares; 2025Q2: 3,517 shares; 2025Q3: 19,306 shares; 2025Q4: 3,777 shares; 2026Q1: 3,967 shares; 2026Q2: 36,685 shares 36,685 $5.55M 0.07% +32,718 Timeline ONEY 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: 26,333 shares; 2024Q4: 29,742 shares; 2025Q1: 35,030 shares; 2025Q2: 36,904 shares; 2025Q3: 38,643 shares; 2025Q4: 41,602 shares; 2026Q1: 42,876 shares; 2026Q2: 43,300 shares 43,300 $5.55M 0.07% +424 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,267 shares; 2024Q4: 37,203 shares; 2025Q1: 48,181 shares; 2025Q2: 63,525 shares; 2025Q3: 75,008 shares; 2025Q4: 75,558 shares; 2026Q1: 74,362 shares; 2026Q2: 83,917 shares 83,917 $5.54M 0.07% +9,555 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,078 shares; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares; 2026Q2: 88,860 shares 88,860 $5.52M 0.07% +84,719 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS 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: 49,148 shares 49,148 $5.5M 0.07% new 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: 21,187 shares; 2024Q4: 23,656 shares; 2025Q1: 21,563 shares; 2025Q2: 20,465 shares; 2025Q3: 21,218 shares; 2025Q4: 21,179 shares; 2026Q1: 22,227 shares; 2026Q2: 25,275 shares 25,275 $5.47M 0.07% +3,048 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: 46,383 shares; 2024Q4: 48,417 shares; 2025Q1: 31,667 shares; 2025Q2: 27,787 shares; 2025Q3: 151,268 shares; 2025Q4: 177,002 shares; 2026Q1: 170,507 shares; 2026Q2: 143,350 shares 143,350 $5.44M 0.07% -27,157 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,070 shares; 2025Q4: 51,211 shares; 2026Q1: 54,673 shares; 2026Q2: 59,450 shares 59,450 $5.42M 0.07% +4,777 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,087 shares; 2024Q4: 69,090 shares; 2025Q1: 67,972 shares; 2025Q2: 67,197 shares; 2025Q3: 69,951 shares; 2025Q4: 68,695 shares; 2026Q1: 72,588 shares; 2026Q2: 71,199 shares 71,199 $5.38M 0.07% -1,389 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,267 shares; 2024Q4: 5,225 shares; 2025Q1: 5,153 shares; 2025Q2: 5,267 shares; 2025Q3: 3,654 shares; 2025Q4: 3,658 shares; 2026Q1: 95,689 shares; 2026Q2: 83,360 shares 83,360 $5.35M 0.06% -12,329 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: 6,747 shares; 2024Q4: 12,786 shares; 2025Q1: 5,035 shares; 2025Q2: 5,579 shares; 2025Q3: 5,647 shares; 2025Q4: 38,245 shares; 2026Q1: 6,661 shares; 2026Q2: 57,815 shares 57,815 $5.33M 0.06% +51,154 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: 21,829 shares; 2024Q4: 21,462 shares; 2025Q1: 21,032 shares; 2025Q2: 20,974 shares; 2025Q3: 17,036 shares; 2025Q4: 17,947 shares; 2026Q1: 18,245 shares; 2026Q2: 18,307 shares 18,307 $5.32M 0.06% +62 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: 8,303 shares; 2024Q4: 11,059 shares; 2025Q1: 11,081 shares; 2025Q2: 10,623 shares; 2025Q3: 14,161 shares; 2025Q4: 15,104 shares; 2026Q1: 15,460 shares; 2026Q2: 15,430 shares 15,430 $5.31M 0.06% -30 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,962 shares; 2024Q4: 33,160 shares; 2025Q1: 29,137 shares; 2025Q2: 29,523 shares; 2025Q3: 29,997 shares; 2025Q4: 26,762 shares; 2026Q1: 36,676 shares; 2026Q2: 20,239 shares 20,239 $5.29M 0.06% -16,437 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: 70,380 shares; 2024Q4: 77,157 shares; 2025Q1: 110,616 shares; 2025Q2: 108,990 shares; 2025Q3: 86,076 shares; 2025Q4: 90,996 shares; 2026Q1: 109,663 shares; 2026Q2: 122,499 shares 122,499 $5.28M 0.06% +12,836 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,945 shares; 2026Q1: 51,465 shares; 2026Q2: 129,721 shares 129,721 $5.26M 0.06% +78,256 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: 15,444 shares; 2024Q4: 36,120 shares; 2025Q1: 13,618 shares; 2025Q2: 13,981 shares; 2025Q3: 13,435 shares; 2025Q4: 12,328 shares; 2026Q1: 13,554 shares; 2026Q2: 57,248 shares 57,248 $5.25M 0.06% +43,694 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,358 shares; 2024Q4: 15,147 shares; 2025Q1: 13,693 shares; 2025Q2: 25,695 shares; 2025Q3: 27,229 shares; 2025Q4: 28,447 shares; 2026Q1: 31,917 shares; 2026Q2: 188,590 shares 188,590 $5.17M 0.06% +156,673 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246,010 shares; 2025Q4: 264,453 shares; 2026Q1: 275,406 shares; 2026Q2: 147,286 shares 147,286 $5.17M 0.06% -128,120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 3,135 shares; 2025Q4: 3,740 shares; 2026Q1: 23,862 shares; 2026Q2: 29,208 shares 29,208 $5.15M 0.06% +5,346 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: 94,949 shares; 2025Q1: 145,405 shares; 2025Q2: 151,983 shares; 2025Q3: 177,613 shares; 2025Q4: 187,316 shares; 2026Q1: 191,480 shares; 2026Q2: 127,435 shares 127,435 $5.12M 0.06% -64,045 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,667 shares; 2024Q4: 5,660 shares; 2025Q1: 5,660 shares; 2025Q2: 5,560 shares; 2025Q3: 193,262 shares; 2025Q4: 165,431 shares; 2026Q1: 216,560 shares; 2026Q2: 134,228 shares 134,228 $5.11M 0.06% -82,332 Timeline FNY 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: 90,431 shares; 2024Q4: 81,655 shares; 2025Q1: 71,934 shares; 2025Q2: 70,752 shares; 2025Q3: 68,754 shares; 2025Q4: 42,871 shares; 2026Q1: 41,807 shares; 2026Q2: 46,077 shares 46,077 $5.11M 0.06% +4,270 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: 123,629 shares; 2024Q4: 159,281 shares; 2025Q1: 181,867 shares; 2025Q2: 166,651 shares; 2025Q3: 181,491 shares; 2025Q4: 216,415 shares; 2026Q1: 221,263 shares; 2026Q2: 212,065 shares 212,065 $5.11M 0.06% -9,198 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,412 shares; 2024Q4: 12,198 shares; 2025Q1: 11,134 shares; 2025Q2: 11,519 shares; 2025Q3: 202,749 shares; 2025Q4: 176,256 shares; 2026Q1: 163,631 shares; 2026Q2: 145,905 shares 145,905 $5.08M 0.06% -17,726 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,531 shares; 2024Q4: 74,365 shares; 2025Q1: 123,064 shares; 2025Q2: 102,169 shares; 2025Q3: 109,857 shares; 2025Q4: 111,556 shares; 2026Q1: 93,364 shares; 2026Q2: 116,154 shares 116,154 $5.07M 0.06% +22,790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,514 shares; 2026Q1: 70,291 shares; 2026Q2: 99,192 shares 99,192 $5.05M 0.06% +28,901 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,984 shares; 2024Q4: 3,444 shares; 2025Q1: 2,718 shares; 2025Q2: 2,756 shares; 2025Q3: 3,142 shares; 2025Q4: 3,318 shares; 2026Q1: 64,922 shares; 2026Q2: 42,344 shares 42,344 $5.01M 0.06% -22,578 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: 108,408 shares; 2024Q4: 132,022 shares; 2025Q1: 142,652 shares; 2025Q2: 177,189 shares; 2025Q3: 224,017 shares; 2025Q4: 244,634 shares; 2026Q1: 258,159 shares; 2026Q2: 279,968 shares 279,968 $5.01M 0.06% +21,809 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,607 shares; 2024Q4: 170,247 shares; 2025Q1: 120,881 shares; 2025Q2: 161,149 shares; 2025Q3: 124,556 shares; 2025Q4: 110,883 shares; 2026Q1: 95,065 shares; 2026Q2: 80,448 shares 80,448 $4.99M 0.06% -14,617 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,465 shares; 2024Q4: 68,740 shares; 2025Q1: 71,025 shares; 2025Q2: 70,576 shares; 2025Q3: 78,603 shares; 2025Q4: 79,976 shares; 2026Q1: 88,398 shares; 2026Q2: 93,852 shares 93,852 $4.99M 0.06% +5,454 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: 17,925 shares; 2024Q4: 18,086 shares; 2025Q1: 18,007 shares; 2025Q2: 18,206 shares; 2025Q3: 17,996 shares; 2025Q4: 18,269 shares; 2026Q1: 19,864 shares; 2026Q2: 20,241 shares 20,241 $4.98M 0.06% +377 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 2,028 shares; 2025Q1: 10,485 shares; 2025Q2: 2,000 shares; 2025Q3: 2,375 shares; 2025Q4: 2,358 shares; 2026Q1: 14,645 shares; 2026Q2: 12,360 shares 12,360 $4.97M 0.06% -2,285 Timeline ASH ASHLAND INC More: the full row for ASHLAND 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: 75,292 shares 75,292 $4.96M 0.06% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,798 shares; 2024Q4: 2,732 shares; 2025Q1: 2,705 shares; 2025Q2: 2,659 shares; 2025Q3: 2,172 shares; 2025Q4: 27,765 shares; 2026Q1: 30,190 shares; 2026Q2: 21,530 shares 21,530 $4.95M 0.06% -8,660 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,762 shares; 2024Q4: 4,766 shares; 2025Q1: 4,685 shares; 2025Q2: 4,588 shares; 2025Q3: 4,488 shares; 2025Q4: 4,271 shares; 2026Q1: 3,905 shares; 2026Q2: 3,695 shares 3,695 $4.92M 0.06% -210 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: 58,693 shares; 2024Q4: 54,044 shares; 2025Q1: 73,606 shares; 2025Q2: 57,665 shares; 2025Q3: 73,820 shares; 2025Q4: 84,291 shares; 2026Q1: 94,390 shares; 2026Q2: 91,812 shares 91,812 $4.91M 0.06% -2,578 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 16,944 shares 16,944 $4.9M 0.06% new 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: 20,733 shares; 2024Q4: 20,736 shares; 2025Q1: 20,634 shares; 2025Q2: 11,470 shares; 2025Q3: 11,603 shares; 2025Q4: 11,582 shares; 2026Q1: 11,955 shares; 2026Q2: 12,023 shares 12,023 $4.9M 0.06% +68 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: 10,516 shares; 2024Q4: 14,142 shares; 2025Q1: 13,478 shares; 2025Q2: 13,171 shares; 2025Q3: 14,773 shares; 2025Q4: 14,345 shares; 2026Q1: 19,571 shares; 2026Q2: 25,818 shares 25,818 $4.86M 0.06% +6,247 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: 11,325 shares; 2024Q4: 10,938 shares; 2025Q1: 10,564 shares; 2025Q2: 10,246 shares; 2025Q3: 10,741 shares; 2025Q4: 10,991 shares; 2026Q1: 17,177 shares; 2026Q2: 18,643 shares 18,643 $4.86M 0.06% +1,466 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: 43,393 shares; 2024Q4: 45,937 shares; 2025Q1: 15,997 shares; 2025Q2: 15,576 shares; 2025Q3: 30,646 shares; 2025Q4: 31,048 shares; 2026Q1: 32,294 shares; 2026Q2: 32,854 shares 32,854 $4.81M 0.06% +560 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: 18,808 shares; 2024Q4: 37,065 shares; 2025Q1: 20,167 shares; 2025Q2: 23,089 shares; 2025Q3: 63,879 shares; 2025Q4: 69,929 shares; 2026Q1: 26,231 shares; 2026Q2: 26,563 shares 26,563 $4.81M 0.06% +332 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,483 shares; 2024Q4: 227,638 shares; 2025Q1: 226,481 shares; 2025Q2: 245,410 shares; 2025Q3: 335,041 shares; 2025Q4: 222,234 shares; 2026Q1: 146,889 shares; 2026Q2: 91,078 shares 91,078 $4.8M 0.06% -55,811 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,641 shares; 2026Q1: 149,784 shares; 2026Q2: 110,403 shares 110,403 $4.77M 0.06% -39,381 Timeline YALL YORKVILLE AMER INVTS TR More: the full row for YORKVILLE AMER INVTS 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: 112,290 shares 112,290 $4.76M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,857 shares; 2026Q2: 161,698 shares 161,698 $4.73M 0.06% +64,841 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: 6,560 shares; 2024Q4: 7,270 shares; 2025Q1: 197,184 shares; 2025Q2: 253,557 shares; 2025Q3: 81,026 shares; 2025Q4: 109,536 shares; 2026Q1: 129,715 shares; 2026Q2: 106,175 shares 106,175 $4.72M 0.06% -23,540 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: 27,364 shares 27,364 $4.68M 0.06% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 1,568 shares; 2025Q1: 1,562 shares; 2025Q2: 1,625 shares; 2025Q3: not reported; 2025Q4: 21,770 shares; 2026Q1: 26,304 shares; 2026Q2: 41,769 shares 41,769 $4.65M 0.06% +15,465 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: 1,799 shares; 2024Q4: 1,896 shares; 2025Q1: 2,092 shares; 2025Q2: 1,871 shares; 2025Q3: 1,998 shares; 2025Q4: 2,306 shares; 2026Q1: 3,881 shares; 2026Q2: 4,734 shares 4,734 $4.63M 0.06% +853 Timeline KBR KBR INC More: the full row for KBR 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: 188,676 shares; 2025Q4: 173,485 shares; 2026Q1: 157,654 shares; 2026Q2: 133,997 shares 133,997 $4.63M 0.06% -23,657 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,889 shares; 2024Q4: 9,986 shares; 2025Q1: 9,204 shares; 2025Q2: 9,269 shares; 2025Q3: 9,546 shares; 2025Q4: 8,216 shares; 2026Q1: 8,187 shares; 2026Q2: 64,175 shares 64,175 $4.61M 0.06% +55,988 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: 2,742 shares; 2024Q4: 23,126 shares; 2025Q1: 46,876 shares; 2025Q2: 50,963 shares; 2025Q3: 21,819 shares; 2025Q4: 17,981 shares; 2026Q1: 26,618 shares; 2026Q2: 35,961 shares 35,961 $4.59M 0.06% +9,343 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,990 shares; 2024Q4: 14,074 shares; 2025Q1: 13,807 shares; 2025Q2: 13,830 shares; 2025Q3: 14,129 shares; 2025Q4: 14,039 shares; 2026Q1: 25,381 shares; 2026Q2: 13,826 shares 13,826 $4.56M 0.06% -11,555 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,070 shares; 2024Q4: 51,508 shares; 2025Q1: 52,075 shares; 2025Q2: 52,395 shares; 2025Q3: 52,988 shares; 2025Q4: 43,160 shares; 2026Q1: 41,721 shares; 2026Q2: 38,164 shares 38,164 $4.55M 0.06% -3,557 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,188 shares; 2025Q3: not reported; 2025Q4: 24,419 shares; 2026Q1: 37,347 shares; 2026Q2: 93,344 shares 93,344 $4.51M 0.05% +55,997 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,973 shares; 2024Q4: 53,516 shares; 2025Q1: 85,899 shares; 2025Q2: 104,901 shares; 2025Q3: 83,355 shares; 2025Q4: 69,603 shares; 2026Q1: 72,837 shares; 2026Q2: 73,986 shares 73,986 $4.45M 0.05% +1,149 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,334 shares; 2024Q4: 9,526 shares; 2025Q1: 9,816 shares; 2025Q2: 9,966 shares; 2025Q3: 10,090 shares; 2025Q4: 20,340 shares; 2026Q1: 11,942 shares; 2026Q2: 12,538 shares 12,538 $4.44M 0.05% +596 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,601 shares; 2026Q2: 30,322 shares 30,322 $4.44M 0.05% -51,279 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,776 shares; 2025Q1: 1,562 shares; 2025Q2: 1,577 shares; 2025Q3: not reported; 2025Q4: 73,675 shares; 2026Q1: 61,395 shares; 2026Q2: 46,722 shares 46,722 $4.43M 0.05% -14,673 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,692 shares; 2024Q4: 19,482 shares; 2025Q1: 21,585 shares; 2025Q2: 94,097 shares; 2025Q3: 113,287 shares; 2025Q4: 21,667 shares; 2026Q1: 22,928 shares; 2026Q2: 94,728 shares 94,728 $4.4M 0.05% +71,800 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,967 shares; 2025Q1: 33,630 shares; 2025Q2: 54,592 shares; 2025Q3: 15,517 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238,816 shares 238,816 $4.4M 0.05% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,518 shares; 2024Q4: 46,391 shares; 2025Q1: 46,382 shares; 2025Q2: 46,108 shares; 2025Q3: 47,015 shares; 2025Q4: 47,053 shares; 2026Q1: 47,122 shares; 2026Q2: 47,268 shares 47,268 $4.38M 0.05% +146 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,450 shares; 2024Q4: 13,959 shares; 2025Q1: 13,124 shares; 2025Q2: 11,233 shares; 2025Q3: 11,578 shares; 2025Q4: 11,269 shares; 2026Q1: 8,232 shares; 2026Q2: 90,179 shares 90,179 $4.38M 0.05% +81,947 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 2,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,576 shares; 2026Q1: 88,001 shares; 2026Q2: 62,766 shares 62,766 $4.38M 0.05% -25,235 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 176,122 shares 176,122 $4.37M 0.05% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 2,339 shares; 2025Q1: 959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: 1,754 shares; 2026Q2: 52,884 shares 52,884 $4.37M 0.05% +51,130 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,580 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,664 shares 22,664 $4.36M 0.05% new 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: 20,591 shares; 2024Q4: 18,324 shares; 2025Q1: 16,072 shares; 2025Q2: 17,148 shares; 2025Q3: 23,476 shares; 2025Q4: 54,806 shares; 2026Q1: 53,897 shares; 2026Q2: 52,497 shares 52,497 $4.35M 0.05% -1,400 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,084 shares; 2025Q4: 137,275 shares; 2026Q1: 146,447 shares; 2026Q2: 78,162 shares 78,162 $4.34M 0.05% -68,285 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: not reported; 2026Q2: 53,608 shares 53,608 $4.34M 0.05% new 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: 10,787 shares; 2024Q4: 10,706 shares; 2025Q1: 39,021 shares; 2025Q2: 30,832 shares; 2025Q3: 35,938 shares; 2025Q4: 9,047 shares; 2026Q1: 40,792 shares; 2026Q2: 34,817 shares 34,817 $4.33M 0.05% -5,975 Timeline SNTH 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: not reported; 2026Q1: 18,825 shares; 2026Q2: 145,634 shares 145,634 $4.33M 0.05% +126,809 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,677 shares; 2025Q4: 63,928 shares; 2026Q1: 106,842 shares; 2026Q2: 171,231 shares 171,231 $4.33M 0.05% +64,389 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,086 shares; 2024Q4: 3,123 shares; 2025Q1: 3,160 shares; 2025Q2: 3,162 shares; 2025Q3: 3,278 shares; 2025Q4: 5,805 shares; 2026Q1: 5,914 shares; 2026Q2: 5,728 shares 5,728 $4.33M 0.05% -186 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,952 shares; 2025Q1: 245,793 shares; 2025Q2: 302,553 shares; 2025Q3: 100,621 shares; 2025Q4: 117,613 shares; 2026Q1: 76,373 shares; 2026Q2: 93,820 shares 93,820 $4.32M 0.05% +17,447 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,886 shares; 2025Q1: 57,738 shares; 2025Q2: 76,245 shares; 2025Q3: 84,551 shares; 2025Q4: 86,762 shares; 2026Q1: 86,845 shares; 2026Q2: 85,198 shares 85,198 $4.31M 0.05% -1,647 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: 7,864 shares; 2024Q4: 8,288 shares; 2025Q1: 9,353 shares; 2025Q2: 11,677 shares; 2025Q3: 11,381 shares; 2025Q4: 224,488 shares; 2026Q1: 54,400 shares; 2026Q2: 21,478 shares 21,478 $4.31M 0.05% -32,922 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: 15,040 shares; 2024Q4: 26,272 shares; 2025Q1: 5,057 shares; 2025Q2: 77,167 shares; 2025Q3: 107,740 shares; 2025Q4: 36,852 shares; 2026Q1: 42,073 shares; 2026Q2: 52,065 shares 52,065 $4.29M 0.05% +9,992 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,004 shares; 2024Q4: 9,093 shares; 2025Q1: 9,091 shares; 2025Q2: 9,115 shares; 2025Q3: 9,099 shares; 2025Q4: 9,025 shares; 2026Q1: 10,280 shares; 2026Q2: 10,320 shares 10,320 $4.29M 0.05% +40 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL 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: 87,989 shares 87,989 $4.2M 0.05% new 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: 52,411 shares; 2024Q4: 55,167 shares; 2025Q1: 51,371 shares; 2025Q2: 51,610 shares; 2025Q3: 53,115 shares; 2025Q4: 53,713 shares; 2026Q1: 61,460 shares; 2026Q2: 88,257 shares 88,257 $4.19M 0.05% +26,797 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,318 shares; 2024Q4: 31,381 shares; 2025Q1: 53,987 shares; 2025Q2: 31,920 shares; 2025Q3: 32,399 shares; 2025Q4: 32,452 shares; 2026Q1: 32,358 shares; 2026Q2: 31,642 shares 31,642 $4.19M 0.05% -716 Timeline FTLS 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: not reported; 2024Q4: 46,160 shares; 2025Q1: 50,301 shares; 2025Q2: 56,770 shares; 2025Q3: 76,893 shares; 2025Q4: 88,522 shares; 2026Q1: 89,908 shares; 2026Q2: 56,432 shares 56,432 $4.16M 0.05% -33,476 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,507 shares; 2024Q4: 244,464 shares; 2025Q1: 248,700 shares; 2025Q2: 260,519 shares; 2025Q3: 267,923 shares; 2025Q4: 270,132 shares; 2026Q1: 276,006 shares; 2026Q2: 165,681 shares 165,681 $4.15M 0.05% -110,325 Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213,653 shares 213,653 $4.14M 0.05% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,874 shares; 2024Q4: 55,810 shares; 2025Q1: 58,654 shares; 2025Q2: 70,635 shares; 2025Q3: 50,808 shares; 2025Q4: 44,996 shares; 2026Q1: 3,178 shares; 2026Q2: 23,186 shares 23,186 $4.14M 0.05% +20,008 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,704 shares; 2024Q4: 2,631 shares; 2025Q1: 2,600 shares; 2025Q2: 2,763 shares; 2025Q3: 2,898 shares; 2025Q4: 2,799 shares; 2026Q1: 2,552 shares; 2026Q2: 38,080 shares 38,080 $4.12M 0.05% +35,528 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC 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: 34,853 shares; 2026Q2: 38,416 shares 38,416 $4.12M 0.05% +3,563 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,275 shares; 2024Q4: 5,182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,748 shares; 2026Q1: 93,017 shares; 2026Q2: 99,284 shares 99,284 $4.12M 0.05% +6,267 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,665 shares; 2025Q2: not reported; 2025Q3: 19,948 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,026 shares 19,026 $4.12M 0.05% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,646 shares; 2024Q4: 40,100 shares; 2025Q1: 39,434 shares; 2025Q2: 39,608 shares; 2025Q3: 40,182 shares; 2025Q4: 31,691 shares; 2026Q1: 63,834 shares; 2026Q2: 79,217 shares 79,217 $4.1M 0.05% +15,383 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: 5,229 shares; 2024Q4: 5,616 shares; 2025Q1: 5,825 shares; 2025Q2: 5,841 shares; 2025Q3: 6,123 shares; 2025Q4: 6,639 shares; 2026Q1: 7,684 shares; 2026Q2: 7,883 shares 7,883 $4.09M 0.05% +199 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,580 shares; 2024Q4: 14,480 shares; 2025Q1: 14,480 shares; 2025Q2: 82,387 shares; 2025Q3: 82,387 shares; 2025Q4: 83,301 shares; 2026Q1: 80,088 shares; 2026Q2: 76,940 shares 76,940 $4.05M 0.05% -3,148 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,220 shares 87,220 $4.05M 0.05% new Timeline HYLS 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: 228,473 shares; 2024Q4: 205,485 shares; 2025Q1: 179,664 shares; 2025Q2: 172,430 shares; 2025Q3: 175,244 shares; 2025Q4: 91,945 shares; 2026Q1: 95,268 shares; 2026Q2: 99,442 shares 99,442 $4.04M 0.05% +4,174 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: 10,461 shares; 2024Q4: 9,940 shares; 2025Q1: 9,302 shares; 2025Q2: 39,919 shares; 2025Q3: 39,611 shares; 2025Q4: 35,145 shares; 2026Q1: 32,727 shares; 2026Q2: 9,715 shares 9,715 $4.04M 0.05% -23,012 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: 90,538 shares; 2024Q4: 123,664 shares; 2025Q1: 131,810 shares; 2025Q2: 132,461 shares; 2025Q3: 90,221 shares; 2025Q4: 92,965 shares; 2026Q1: 97,735 shares; 2026Q2: 79,780 shares 79,780 $4.03M 0.05% -17,955 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: 10,643 shares; 2024Q4: 11,415 shares; 2025Q1: 14,133 shares; 2025Q2: 14,690 shares; 2025Q3: 31,801 shares; 2025Q4: 31,136 shares; 2026Q1: 30,688 shares; 2026Q2: 35,671 shares 35,671 $4.03M 0.05% +4,983 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,996 shares; 2024Q4: 26,543 shares; 2025Q1: 26,407 shares; 2025Q2: 26,766 shares; 2025Q3: 43,887 shares; 2025Q4: 40,881 shares; 2026Q1: 41,056 shares; 2026Q2: 41,728 shares 41,728 $4.03M 0.05% +672 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: 16,327 shares; 2024Q4: 15,951 shares; 2025Q1: 19,455 shares; 2025Q2: 23,057 shares; 2025Q3: 28,748 shares; 2025Q4: 12,098 shares; 2026Q1: 43,464 shares; 2026Q2: 94,998 shares 94,998 $4.02M 0.05% +51,534 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,215 shares; 2024Q4: 263,431 shares; 2025Q1: 199,661 shares; 2025Q2: 208,927 shares; 2025Q3: 213,076 shares; 2025Q4: 187,236 shares; 2026Q1: 165,601 shares; 2026Q2: 146,135 shares 146,135 $4.02M 0.05% -19,466 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: 73,368 shares; 2024Q4: 106,028 shares; 2025Q1: 104,151 shares; 2025Q2: 87,631 shares; 2025Q3: 74,191 shares; 2025Q4: 60,710 shares; 2026Q1: 67,634 shares; 2026Q2: 79,291 shares 79,291 $4.01M 0.05% +11,657 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,338 shares; 2024Q4: 5,482 shares; 2025Q1: 4,653 shares; 2025Q2: 4,413 shares; 2025Q3: 20,798 shares; 2025Q4: 3,319 shares; 2026Q1: 2,997 shares; 2026Q2: 28,751 shares 28,751 $4M 0.05% +25,754 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: 33,260 shares; 2024Q4: 34,362 shares; 2025Q1: 36,093 shares; 2025Q2: 108,226 shares; 2025Q3: 39,392 shares; 2025Q4: 40,282 shares; 2026Q1: 39,771 shares; 2026Q2: 41,582 shares 41,582 $3.98M 0.05% +1,811 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,350 shares; 2025Q1: 16,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,385 shares 50,385 $3.97M 0.05% new Timeline IEX IDEX CORP More: the full row for IDEX 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: 17,402 shares 17,402 $3.95M 0.05% new Timeline FNK 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: 39,023 shares; 2024Q4: 36,134 shares; 2025Q1: 33,087 shares; 2025Q2: 33,425 shares; 2025Q3: 32,970 shares; 2025Q4: 65,940 shares; 2026Q1: 62,667 shares; 2026Q2: 64,005 shares 64,005 $3.92M 0.05% +1,338 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: 15,842 shares; 2024Q4: 11,549 shares; 2025Q1: 10,667 shares; 2025Q2: 11,700 shares; 2025Q3: 20,034 shares; 2025Q4: 19,938 shares; 2026Q1: 122,896 shares; 2026Q2: 128,662 shares 128,662 $3.89M 0.05% +5,766 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: 18,603 shares; 2024Q4: 20,297 shares; 2025Q1: 21,535 shares; 2025Q2: 23,295 shares; 2025Q3: 6,934 shares; 2025Q4: 6,057 shares; 2026Q1: 7,800 shares; 2026Q2: 7,741 shares 7,741 $3.88M 0.05% -59 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674 shares; 2024Q4: 2,495 shares; 2025Q1: 2,474 shares; 2025Q2: 2,001 shares; 2025Q3: 2,051 shares; 2025Q4: 2,066 shares; 2026Q1: 2,061 shares; 2026Q2: 37,597 shares 37,597 $3.87M 0.05% +35,536 Timeline AIS 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: not reported; 2026Q1: not reported; 2026Q2: 45,262 shares 45,262 $3.86M 0.05% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,866 shares; 2024Q4: 293,289 shares; 2025Q1: 26,860 shares; 2025Q2: 81,976 shares; 2025Q3: 79,340 shares; 2025Q4: 83,650 shares; 2026Q1: 26,907 shares; 2026Q2: 26,957 shares 26,957 $3.86M 0.05% +50 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: not reported; 2024Q4: not reported; 2025Q1: 5,739 shares; 2025Q2: 12,989 shares; 2025Q3: 13,421 shares; 2025Q4: 15,225 shares; 2026Q1: 18,417 shares; 2026Q2: 30,871 shares 30,871 $3.85M 0.05% +12,454 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: 1,342 shares; 2026Q2: 1,691 shares 1,691 $3.84M 0.05% +349 Timeline LCII LCI INDS More: the full row for LCI INDS 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: 36,101 shares 36,101 $3.82M 0.05% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,342 shares; 2024Q4: 19,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,189 shares; 2026Q2: 23,433 shares 23,433 $3.82M 0.05% -3,756 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: 242,042 shares; 2024Q4: 268,040 shares; 2025Q1: 213,531 shares; 2025Q2: 221,161 shares; 2025Q3: 212,350 shares; 2025Q4: 195,499 shares; 2026Q1: 189,917 shares; 2026Q2: 199,171 shares 199,171 $3.81M 0.05% +9,254 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: 131,225 shares; 2024Q4: 134,117 shares; 2025Q1: 152,467 shares; 2025Q2: 165,489 shares; 2025Q3: 46,930 shares; 2025Q4: 51,240 shares; 2026Q1: 60,281 shares; 2026Q2: 24,179 shares 24,179 $3.79M 0.05% -36,102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,019 shares 39,019 $3.76M 0.05% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,187 shares; 2024Q4: 21,245 shares; 2025Q1: 20,845 shares; 2025Q2: 20,728 shares; 2025Q3: 20,678 shares; 2025Q4: 21,459 shares; 2026Q1: 27,424 shares; 2026Q2: 27,772 shares 27,772 $3.76M 0.05% +348 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: 31,218 shares; 2024Q4: 35,609 shares; 2025Q1: 30,825 shares; 2025Q2: 22,672 shares; 2025Q3: 20,371 shares; 2025Q4: 54,018 shares; 2026Q1: 41,632 shares; 2026Q2: 45,609 shares 45,609 $3.76M 0.05% +3,977 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,649 shares; 2025Q3: 292,022 shares; 2025Q4: 299,583 shares; 2026Q1: 162,270 shares; 2026Q2: 76,739 shares 76,739 $3.75M 0.05% -85,531 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,611 shares; 2024Q4: 27,013 shares; 2025Q1: 29,783 shares; 2025Q2: 32,432 shares; 2025Q3: 62,569 shares; 2025Q4: 32,528 shares; 2026Q1: 36,177 shares; 2026Q2: 36,110 shares 36,110 $3.75M 0.05% -67 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,365 shares; 2024Q4: 168,607 shares; 2025Q1: 236,822 shares; 2025Q2: 182,749 shares; 2025Q3: 197,915 shares; 2025Q4: 8,420 shares; 2026Q1: 86,136 shares; 2026Q2: 96,355 shares 96,355 $3.75M 0.05% +10,219 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,882 shares; 2024Q4: 24,336 shares; 2025Q1: 24,393 shares; 2025Q2: 199,469 shares; 2025Q3: 74,946 shares; 2025Q4: 78,762 shares; 2026Q1: 76,273 shares; 2026Q2: 79,875 shares 79,875 $3.75M 0.05% +3,602 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: 32,176 shares; 2024Q4: 33,181 shares; 2025Q1: 33,277 shares; 2025Q2: 34,169 shares; 2025Q3: 34,653 shares; 2025Q4: 35,586 shares; 2026Q1: 36,492 shares; 2026Q2: 23,028 shares 23,028 $3.73M 0.05% -13,464 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,739 shares; 2024Q4: 28,352 shares; 2025Q1: 48,757 shares; 2025Q2: 26,660 shares; 2025Q3: 26,653 shares; 2025Q4: 33,428 shares; 2026Q1: 33,434 shares; 2026Q2: 33,495 shares 33,495 $3.72M 0.05% +61 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,971 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,778 shares 74,778 $3.72M 0.05% new Timeline ARTY 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: 5,294 shares; 2025Q3: 6,762 shares; 2025Q4: 143,600 shares; 2026Q1: 46,846 shares; 2026Q2: 48,870 shares 48,870 $3.72M 0.05% +2,024 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES 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: 59,412 shares; 2026Q2: 50,546 shares 50,546 $3.69M 0.04% -8,866 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: 86,069 shares; 2024Q4: 85,723 shares; 2025Q1: 70,436 shares; 2025Q2: 77,428 shares; 2025Q3: 64,758 shares; 2025Q4: 61,067 shares; 2026Q1: 68,000 shares; 2026Q2: 76,277 shares 76,277 $3.68M 0.04% +8,277 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: 40,327 shares; 2024Q4: 31,875 shares; 2025Q1: 32,117 shares; 2025Q2: 31,664 shares; 2025Q3: 41,891 shares; 2025Q4: 43,322 shares; 2026Q1: 42,631 shares; 2026Q2: 38,488 shares 38,488 $3.67M 0.04% -4,143 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: 13,116 shares; 2024Q4: 14,244 shares; 2025Q1: 12,891 shares; 2025Q2: 13,567 shares; 2025Q3: 12,914 shares; 2025Q4: 13,695 shares; 2026Q1: 15,730 shares; 2026Q2: 18,584 shares 18,584 $3.67M 0.04% +2,854 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 2,765 shares; 2025Q1: 2,905 shares; 2025Q2: 2,976 shares; 2025Q3: 3,533 shares; 2025Q4: 18,149 shares; 2026Q1: 22,005 shares; 2026Q2: 36,656 shares 36,656 $3.64M 0.04% +14,651 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: 30,822 shares; 2024Q4: 40,498 shares; 2025Q1: 36,046 shares; 2025Q2: 35,546 shares; 2025Q3: 36,722 shares; 2025Q4: 37,489 shares; 2026Q1: 38,026 shares; 2026Q2: 41,838 shares 41,838 $3.64M 0.04% +3,812 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,807 shares; 2024Q4: 22,858 shares; 2025Q1: 22,603 shares; 2025Q2: 22,272 shares; 2025Q3: 22,652 shares; 2025Q4: 22,598 shares; 2026Q1: 24,192 shares; 2026Q2: 31,629 shares 31,629 $3.63M 0.04% +7,437 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,582 shares; 2025Q2: not reported; 2025Q3: 111,761 shares; 2025Q4: 92,423 shares; 2026Q1: 91,926 shares; 2026Q2: 71,823 shares 71,823 $3.63M 0.04% -20,103 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: 7,181 shares; 2024Q4: 7,584 shares; 2025Q1: 12,101 shares; 2025Q2: 20,767 shares; 2025Q3: 18,273 shares; 2025Q4: 18,229 shares; 2026Q1: 14,210 shares; 2026Q2: 12,184 shares 12,184 $3.63M 0.04% -2,026 Timeline TRSY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120,000 shares 120,000 $3.62M 0.04% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,211 shares; 2024Q4: 131,676 shares; 2025Q1: 114,545 shares; 2025Q2: 118,873 shares; 2025Q3: 126,455 shares; 2025Q4: 105,727 shares; 2026Q1: 101,350 shares; 2026Q2: 93,402 shares 93,402 $3.62M 0.04% -7,948 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,165 shares; 2024Q4: 9,293 shares; 2025Q1: 9,327 shares; 2025Q2: 11,705 shares; 2025Q3: 15,051 shares; 2025Q4: 16,581 shares; 2026Q1: 177,876 shares; 2026Q2: 53,482 shares 53,482 $3.6M 0.04% -124,394 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,085 shares; 2024Q4: 8,053 shares; 2025Q1: 8,068 shares; 2025Q2: 97,779 shares; 2025Q3: 122,339 shares; 2025Q4: 87,873 shares; 2026Q1: 80,820 shares; 2026Q2: 59,233 shares 59,233 $3.59M 0.04% -21,587 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 521,048 shares; 2025Q3: 109,073 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390,653 shares 390,653 $3.59M 0.04% new Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,113 shares; 2024Q4: 253,754 shares; 2025Q1: 237,305 shares; 2025Q2: 206,385 shares; 2025Q3: 194,591 shares; 2025Q4: 177,973 shares; 2026Q1: 171,305 shares; 2026Q2: 142,010 shares 142,010 $3.59M 0.04% -29,295 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: 30,290 shares; 2024Q4: 47,146 shares; 2025Q1: 71,929 shares; 2025Q2: 61,914 shares; 2025Q3: 66,801 shares; 2025Q4: 67,255 shares; 2026Q1: 71,718 shares; 2026Q2: 69,922 shares 69,922 $3.57M 0.04% -1,796 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN 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: 158,534 shares; 2026Q2: 207,178 shares 207,178 $3.56M 0.04% +48,644 Timeline FEM 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: 164,452 shares; 2024Q4: 150,833 shares; 2025Q1: 132,812 shares; 2025Q2: 128,312 shares; 2025Q3: 125,450 shares; 2025Q4: 99,366 shares; 2026Q1: 92,729 shares; 2026Q2: 110,800 shares 110,800 $3.54M 0.04% +18,071 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: 2,178 shares; 2024Q4: 1,884 shares; 2025Q1: 657 shares; 2025Q2: 630 shares; 2025Q3: 8,229 shares; 2025Q4: 9,280 shares; 2026Q1: 982 shares; 2026Q2: 19,861 shares 19,861 $3.54M 0.04% +18,879 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,794 shares; 2024Q4: 13,002 shares; 2025Q1: 40,576 shares; 2025Q2: 41,503 shares; 2025Q3: 38,676 shares; 2025Q4: 44,317 shares; 2026Q1: 72,929 shares; 2026Q2: 75,324 shares 75,324 $3.54M 0.04% +2,395 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: 169,234 shares; 2024Q4: 184,634 shares; 2025Q1: 27,301 shares; 2025Q2: 25,092 shares; 2025Q3: 104,432 shares; 2025Q4: 36,007 shares; 2026Q1: 36,980 shares; 2026Q2: 34,116 shares 34,116 $3.53M 0.04% -2,864 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,100 shares; 2024Q4: 77,092 shares; 2025Q1: 65,223 shares; 2025Q2: 60,172 shares; 2025Q3: 56,497 shares; 2025Q4: 145,239 shares; 2026Q1: 138,701 shares; 2026Q2: 169,747 shares 169,747 $3.52M 0.04% +31,046 Timeline FPEI 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: 225,720 shares; 2024Q4: 255,039 shares; 2025Q1: 274,930 shares; 2025Q2: 300,449 shares; 2025Q3: 323,582 shares; 2025Q4: 355,279 shares; 2026Q1: 372,954 shares; 2026Q2: 182,028 shares 182,028 $3.51M 0.04% -190,926 Timeline NOV NOV INC More: the full row for NOV 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: 189,248 shares 189,248 $3.51M 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,917 shares; 2025Q1: 1,586 shares; 2025Q2: 1,877 shares; 2025Q3: 1,805 shares; 2025Q4: 1,746 shares; 2026Q1: 1,803 shares; 2026Q2: 1,763 shares 1,763 $3.51M 0.04% -40 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: 8,337 shares; 2024Q4: 8,520 shares; 2025Q1: 8,555 shares; 2025Q2: 9,226 shares; 2025Q3: 9,274 shares; 2025Q4: 9,272 shares; 2026Q1: 6,841 shares; 2026Q2: 6,885 shares 6,885 $3.51M 0.04% +44 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: 34,894 shares; 2024Q4: 31,052 shares; 2025Q1: 28,575 shares; 2025Q2: 25,988 shares; 2025Q3: 24,224 shares; 2025Q4: 26,430 shares; 2026Q1: 26,119 shares; 2026Q2: 33,597 shares 33,597 $3.5M 0.04% +7,478 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: 40,855 shares; 2024Q4: 30,307 shares; 2025Q1: 30,030 shares; 2025Q2: 29,694 shares; 2025Q3: 30,128 shares; 2025Q4: 32,226 shares; 2026Q1: 38,397 shares; 2026Q2: 33,668 shares 33,668 $3.5M 0.04% -4,729 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: 14,102 shares; 2024Q4: 4,381 shares; 2025Q1: 4,411 shares; 2025Q2: 4,235 shares; 2025Q3: 3,603 shares; 2025Q4: 3,932 shares; 2026Q1: 4,238 shares; 2026Q2: 4,895 shares 4,895 $3.49M 0.04% +657 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,694 shares; 2024Q4: 10,974 shares; 2025Q1: 9,921 shares; 2025Q2: not reported; 2025Q3: 9,998 shares; 2025Q4: 10,363 shares; 2026Q1: 125,561 shares; 2026Q2: 102,121 shares 102,121 $3.47M 0.04% -23,440 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,265 shares; 2024Q4: 11,366 shares; 2025Q1: not reported; 2025Q2: 29,570 shares; 2025Q3: 208,287 shares; 2025Q4: 196,028 shares; 2026Q1: 168,341 shares; 2026Q2: 106,321 shares 106,321 $3.46M 0.04% -62,020 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,041 shares; 2025Q2: 20,289 shares; 2025Q3: 22,837 shares; 2025Q4: 10,135 shares; 2026Q1: 10,048 shares; 2026Q2: 10,068 shares 10,068 $3.4M 0.04% +20 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,252 shares; 2024Q4: 24,717 shares; 2025Q1: 42,042 shares; 2025Q2: 96,739 shares; 2025Q3: 113,710 shares; 2025Q4: 115,136 shares; 2026Q1: 119,650 shares; 2026Q2: 92,131 shares 92,131 $3.39M 0.04% -27,519 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: 21,332 shares; 2024Q4: 22,063 shares; 2025Q1: 22,244 shares; 2025Q2: 26,262 shares; 2025Q3: 24,316 shares; 2025Q4: 25,117 shares; 2026Q1: 25,322 shares; 2026Q2: 24,755 shares 24,755 $3.39M 0.04% -567 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: 143,658 shares; 2024Q4: 170,909 shares; 2025Q1: 47,292 shares; 2025Q2: 42,877 shares; 2025Q3: 44,237 shares; 2025Q4: 50,883 shares; 2026Q1: 54,927 shares; 2026Q2: 20,624 shares 20,624 $3.37M 0.04% -34,303 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: 113,030 shares; 2024Q4: 40,963 shares; 2025Q1: 40,214 shares; 2025Q2: 40,988 shares; 2025Q3: 40,217 shares; 2025Q4: 39,976 shares; 2026Q1: 40,333 shares; 2026Q2: 35,032 shares 35,032 $3.37M 0.04% -5,301 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,649 shares; 2024Q4: 31,264 shares; 2025Q1: 36,326 shares; 2025Q2: 38,908 shares; 2025Q3: 493,632 shares; 2025Q4: 492,210 shares; 2026Q1: 308,074 shares; 2026Q2: 126,593 shares 126,593 $3.36M 0.04% -181,481 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: 11,992 shares; 2024Q4: 12,147 shares; 2025Q1: 12,296 shares; 2025Q2: 13,089 shares; 2025Q3: 13,400 shares; 2025Q4: 14,630 shares; 2026Q1: 14,622 shares; 2026Q2: 14,937 shares 14,937 $3.33M 0.04% +315 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: 14,860 shares 14,860 $3.33M 0.04% new 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: 1,488 shares; 2024Q4: 1,490 shares; 2025Q1: 221,232 shares; 2025Q2: 44,945 shares; 2025Q3: 41,566 shares; 2025Q4: 42,302 shares; 2026Q1: 46,794 shares; 2026Q2: 14,835 shares 14,835 $3.32M 0.04% -31,959 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: 14,976 shares 14,976 $3.31M 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 767 shares; 2025Q4: 1,509 shares; 2026Q1: 2,868 shares; 2026Q2: 3,919 shares 3,919 $3.29M 0.04% +1,051 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: 113,579 shares; 2024Q4: 94,521 shares; 2025Q1: 60,420 shares; 2025Q2: 61,416 shares; 2025Q3: 60,686 shares; 2025Q4: 58,011 shares; 2026Q1: 55,463 shares; 2026Q2: 54,646 shares 54,646 $3.26M 0.04% -817 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY 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: 8,496 shares; 2026Q2: 124,537 shares 124,537 $3.25M 0.04% +116,041 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY 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: 123,670 shares 123,670 $3.24M 0.04% new 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: 7,018 shares; 2024Q4: 7,615 shares; 2025Q1: 7,590 shares; 2025Q2: 6,550 shares; 2025Q3: 7,275 shares; 2025Q4: 7,518 shares; 2026Q1: 32,605 shares; 2026Q2: 8,844 shares 8,844 $3.23M 0.04% -23,761 Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 86,962 shares 86,962 $3.23M 0.04% new 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: 52,369 shares; 2024Q4: 50,445 shares; 2025Q1: 60,004 shares; 2025Q2: 59,816 shares; 2025Q3: 63,504 shares; 2025Q4: 133,681 shares; 2026Q1: 66,232 shares; 2026Q2: 39,931 shares 39,931 $3.23M 0.04% -26,301 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,497 shares; 2024Q4: 3,421 shares; 2025Q1: 3,411 shares; 2025Q2: 3,268 shares; 2025Q3: 3,290 shares; 2025Q4: 3,287 shares; 2026Q1: 3,577 shares; 2026Q2: 19,874 shares 19,874 $3.23M 0.04% +16,297 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,499 shares; 2024Q4: 82,045 shares; 2025Q1: 61,182 shares; 2025Q2: 59,890 shares; 2025Q3: 51,942 shares; 2025Q4: 51,002 shares; 2026Q1: 49,927 shares; 2026Q2: 53,189 shares 53,189 $3.21M 0.04% +3,262 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,568 shares; 2024Q4: 16,278 shares; 2025Q1: 20,931 shares; 2025Q2: 21,689 shares; 2025Q3: 66,454 shares; 2025Q4: 105,444 shares; 2026Q1: 109,707 shares; 2026Q2: 85,378 shares 85,378 $3.2M 0.04% -24,329 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,289 shares; 2024Q4: 72,719 shares; 2025Q1: 70,966 shares; 2025Q2: 70,527 shares; 2025Q3: 74,592 shares; 2025Q4: 74,053 shares; 2026Q1: 77,895 shares; 2026Q2: 78,037 shares 78,037 $3.2M 0.04% +142 Timeline PGHY 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: 112,242 shares; 2024Q4: 114,481 shares; 2025Q1: 113,680 shares; 2025Q2: 118,851 shares; 2025Q3: 121,960 shares; 2025Q4: 133,467 shares; 2026Q1: 140,378 shares; 2026Q2: 161,443 shares 161,443 $3.18M 0.04% +21,065 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,931 shares; 2024Q4: 24,861 shares; 2025Q1: 26,659 shares; 2025Q2: 25,823 shares; 2025Q3: 31,724 shares; 2025Q4: 33,011 shares; 2026Q1: 34,056 shares; 2026Q2: 33,999 shares 33,999 $3.17M 0.04% -57 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: 39,981 shares; 2024Q4: 20,720 shares; 2025Q1: 32,205 shares; 2025Q2: 38,685 shares; 2025Q3: 25,480 shares; 2025Q4: 28,341 shares; 2026Q1: 28,730 shares; 2026Q2: 29,508 shares 29,508 $3.17M 0.04% +778 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,101 shares; 2026Q2: 104,263 shares 104,263 $3.17M 0.04% +29,162 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: 3,250 shares; 2024Q4: 3,568 shares; 2025Q1: 3,735 shares; 2025Q2: 4,102 shares; 2025Q3: 3,966 shares; 2025Q4: 4,609 shares; 2026Q1: 6,654 shares; 2026Q2: 6,044 shares 6,044 $3.16M 0.04% -610 Timeline RFV 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: 3,765 shares; 2024Q4: 3,743 shares; 2025Q1: 3,818 shares; 2025Q2: 3,884 shares; 2025Q3: 17,944 shares; 2025Q4: 19,277 shares; 2026Q1: 19,538 shares; 2026Q2: 22,031 shares 22,031 $3.15M 0.04% +2,493 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,763 shares; 2024Q4: 7,385 shares; 2025Q1: 40,368 shares; 2025Q2: 57,260 shares; 2025Q3: 97,902 shares; 2025Q4: 64,757 shares; 2026Q1: 100,919 shares; 2026Q2: 93,289 shares 93,289 $3.15M 0.04% -7,630 Timeline DYNB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,965 shares; 2026Q1: 23,317 shares; 2026Q2: 80,020 shares 80,020 $3.14M 0.04% +56,703 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,520 shares; 2024Q4: 30,762 shares; 2025Q1: 35,534 shares; 2025Q2: 42,074 shares; 2025Q3: 49,231 shares; 2025Q4: 97,130 shares; 2026Q1: 98,797 shares; 2026Q2: 93,847 shares 93,847 $3.14M 0.04% -4,950 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,418 shares 44,418 $3.11M 0.04% new 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: 8,933 shares; 2024Q4: 10,413 shares; 2025Q1: 10,712 shares; 2025Q2: 31,170 shares; 2025Q3: 11,324 shares; 2025Q4: 10,970 shares; 2026Q1: 10,389 shares; 2026Q2: 11,618 shares 11,618 $3.08M 0.04% +1,229 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,253 shares; 2024Q4: 64,091 shares; 2025Q1: 61,011 shares; 2025Q2: 60,344 shares; 2025Q3: 61,828 shares; 2025Q4: 36,118 shares; 2026Q1: 35,199 shares; 2026Q2: 31,859 shares 31,859 $3.07M 0.04% -3,340 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,723 shares; 2024Q4: 5,923 shares; 2025Q1: 5,923 shares; 2025Q2: 5,923 shares; 2025Q3: 6,045 shares; 2025Q4: 6,078 shares; 2026Q1: 6,424 shares; 2026Q2: 9,152 shares 9,152 $3.06M 0.04% +2,728 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: 23,568 shares; 2024Q4: 26,397 shares; 2025Q1: 31,832 shares; 2025Q2: 32,427 shares; 2025Q3: 33,453 shares; 2025Q4: 32,277 shares; 2026Q1: 28,864 shares; 2026Q2: 26,821 shares 26,821 $3.06M 0.04% -2,043 Timeline URA 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: 26,431 shares; 2024Q4: 36,898 shares; 2025Q1: 55,462 shares; 2025Q2: 63,384 shares; 2025Q3: 62,029 shares; 2025Q4: 205,062 shares; 2026Q1: 71,881 shares; 2026Q2: 69,663 shares 69,663 $3.04M 0.04% -2,218 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: 432,620 shares; 2024Q4: 29,548 shares; 2025Q1: 26,835 shares; 2025Q2: 28,511 shares; 2025Q3: 568,102 shares; 2025Q4: 1,131,705 shares; 2026Q1: 66,498 shares; 2026Q2: 66,703 shares 66,703 $3.02M 0.04% +205 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,021 shares; 2024Q4: 4,021 shares; 2025Q1: not reported; 2025Q2: 74,906 shares; 2025Q3: 77,663 shares; 2025Q4: 79,473 shares; 2026Q1: 4,070 shares; 2026Q2: 56,923 shares 56,923 $3.01M 0.04% +52,853 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: 30,899 shares; 2024Q4: 36,248 shares; 2025Q1: 36,794 shares; 2025Q2: 112,848 shares; 2025Q3: 126,487 shares; 2025Q4: 43,173 shares; 2026Q1: 39,174 shares; 2026Q2: 39,293 shares 39,293 $3.01M 0.04% +119 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,707 shares; 2025Q2: 149,956 shares; 2025Q3: 146,645 shares; 2025Q4: 169,885 shares; 2026Q1: 195,703 shares; 2026Q2: 278,300 shares 278,300 $3M 0.04% +82,597 Timeline FTSL 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: 55,331 shares; 2024Q4: 55,009 shares; 2025Q1: 67,038 shares; 2025Q2: 65,680 shares; 2025Q3: 75,034 shares; 2025Q4: 75,023 shares; 2026Q1: 66,567 shares; 2026Q2: 66,297 shares 66,297 $2.97M 0.04% -270 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,243 shares; 2024Q4: 28,850 shares; 2025Q1: 30,264 shares; 2025Q2: 29,136 shares; 2025Q3: 29,194 shares; 2025Q4: 30,299 shares; 2026Q1: 30,306 shares; 2026Q2: 30,105 shares 30,105 $2.96M 0.04% -201 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,799 shares; 2024Q4: 22,119 shares; 2025Q1: 24,731 shares; 2025Q2: 25,036 shares; 2025Q3: 25,165 shares; 2025Q4: 24,465 shares; 2026Q1: 23,453 shares; 2026Q2: 21,992 shares 21,992 $2.96M 0.04% -1,461 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: 362,440 shares; 2025Q2: 451,202 shares; 2025Q3: 161,003 shares; 2025Q4: 184,050 shares; 2026Q1: 103,490 shares; 2026Q2: 141,034 shares 141,034 $2.94M 0.04% +37,544 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,698 shares; 2024Q4: 8,142 shares; 2025Q1: 59,392 shares; 2025Q2: 182,632 shares; 2025Q3: 92,327 shares; 2025Q4: 45,836 shares; 2026Q1: 42,500 shares; 2026Q2: 42,668 shares 42,668 $2.92M 0.04% +168 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: not reported; 2025Q2: 48,189 shares; 2025Q3: 57,986 shares; 2025Q4: 61,033 shares; 2026Q1: 75,208 shares; 2026Q2: 72,103 shares 72,103 $2.89M 0.04% -3,105 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,483 shares; 2024Q4: 63,888 shares; 2025Q1: 63,139 shares; 2025Q2: 62,995 shares; 2025Q3: 62,304 shares; 2025Q4: 62,347 shares; 2026Q1: 29,945 shares; 2026Q2: 29,426 shares 29,426 $2.89M 0.04% -519 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,648 shares; 2024Q4: 44,596 shares; 2025Q1: 44,239 shares; 2025Q2: 44,518 shares; 2025Q3: 40,418 shares; 2025Q4: 29,206 shares; 2026Q1: 28,614 shares; 2026Q2: 25,773 shares 25,773 $2.89M 0.04% -2,841 Timeline JPEM 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: 30,028 shares; 2024Q4: 30,799 shares; 2025Q1: 33,365 shares; 2025Q2: 35,790 shares; 2025Q3: 44,651 shares; 2025Q4: 47,428 shares; 2026Q1: 45,470 shares; 2026Q2: 45,821 shares 45,821 $2.88M 0.03% +351 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 135,739 shares; 2025Q4: 117,782 shares; 2026Q1: not reported; 2026Q2: 112,327 shares 112,327 $2.87M 0.03% new 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: 3,654 shares; 2024Q4: 5,873 shares; 2025Q1: 6,705 shares; 2025Q2: 6,497 shares; 2025Q3: 8,479 shares; 2025Q4: 7,212 shares; 2026Q1: 7,901 shares; 2026Q2: 8,570 shares 8,570 $2.87M 0.03% +669 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: 29,821 shares; 2024Q4: 30,130 shares; 2025Q1: 29,572 shares; 2025Q2: 28,963 shares; 2025Q3: 28,509 shares; 2025Q4: 32,339 shares; 2026Q1: 36,550 shares; 2026Q2: 35,790 shares 35,790 $2.86M 0.03% -760 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,583 shares; 2025Q1: 5,299 shares; 2025Q2: 5,155 shares; 2025Q3: 26,192 shares; 2025Q4: 30,280 shares; 2026Q1: 18,782 shares; 2026Q2: 19,187 shares 19,187 $2.84M 0.03% +405 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: 5,515 shares; 2024Q4: 6,186 shares; 2025Q1: 5,843 shares; 2025Q2: 6,116 shares; 2025Q3: 12,192 shares; 2025Q4: 13,495 shares; 2026Q1: 7,335 shares; 2026Q2: 7,724 shares 7,724 $2.83M 0.03% +389 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,946 shares; 2025Q4: 53,600 shares; 2026Q1: 54,238 shares; 2026Q2: 57,187 shares 57,187 $2.79M 0.03% +2,949 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,180 shares; 2025Q3: 3,572 shares; 2025Q4: 3,331 shares; 2026Q1: 32,100 shares; 2026Q2: 46,753 shares 46,753 $2.79M 0.03% +14,653 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: 7,314 shares; 2024Q4: 8,497 shares; 2025Q1: 5,279 shares; 2025Q2: 3,725 shares; 2025Q3: 5,216 shares; 2025Q4: 7,455 shares; 2026Q1: 15,076 shares; 2026Q2: 26,652 shares 26,652 $2.77M 0.03% +11,576 Timeline MDYV 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: 25,233 shares; 2024Q4: 25,121 shares; 2025Q1: 24,559 shares; 2025Q2: 25,487 shares; 2025Q3: 14,628 shares; 2025Q4: 32,175 shares; 2026Q1: 31,765 shares; 2026Q2: 29,182 shares 29,182 $2.77M 0.03% -2,583 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: 33,070 shares; 2024Q4: 33,163 shares; 2025Q1: 34,638 shares; 2025Q2: 34,660 shares; 2025Q3: 34,752 shares; 2025Q4: 34,829 shares; 2026Q1: 34,756 shares; 2026Q2: 62,354 shares 62,354 $2.77M 0.03% +27,598 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: 19,773 shares; 2024Q4: 19,722 shares; 2025Q1: 20,445 shares; 2025Q2: 20,691 shares; 2025Q3: 20,576 shares; 2025Q4: 20,391 shares; 2026Q1: 22,519 shares; 2026Q2: 23,303 shares 23,303 $2.74M 0.03% +784 Timeline EIPI 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: 126,333 shares; 2024Q4: 125,739 shares; 2025Q1: 125,879 shares; 2025Q2: 126,039 shares; 2025Q3: 127,719 shares; 2025Q4: 125,047 shares; 2026Q1: 124,733 shares; 2026Q2: 124,882 shares 124,882 $2.73M 0.03% +149 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: 30,417 shares; 2024Q4: 28,822 shares; 2025Q1: 26,793 shares; 2025Q2: 26,619 shares; 2025Q3: 26,644 shares; 2025Q4: 23,679 shares; 2026Q1: 24,826 shares; 2026Q2: 26,574 shares 26,574 $2.72M 0.03% +1,748 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: 16,186 shares; 2024Q4: 16,946 shares; 2025Q1: 27,260 shares; 2025Q2: 27,801 shares; 2025Q3: 17,532 shares; 2025Q4: 18,889 shares; 2026Q1: 18,068 shares; 2026Q2: 19,297 shares 19,297 $2.7M 0.03% +1,229 Timeline CDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,780 shares; 2025Q3: 60,751 shares; 2025Q4: 107,042 shares; 2026Q1: 124,698 shares; 2026Q2: 127,672 shares 127,672 $2.7M 0.03% +2,974 Timeline SPRX 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: not reported; 2025Q4: not reported; 2026Q1: 6,856 shares; 2026Q2: 46,500 shares 46,500 $2.7M 0.03% +39,644 Timeline BUFB 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: 6,565 shares; 2025Q1: 13,904 shares; 2025Q2: 17,055 shares; 2025Q3: 22,183 shares; 2025Q4: 29,329 shares; 2026Q1: 45,256 shares; 2026Q2: 67,742 shares 67,742 $2.66M 0.03% +22,486 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: 8,439 shares; 2024Q4: 8,644 shares; 2025Q1: 8,063 shares; 2025Q2: 7,811 shares; 2025Q3: 8,429 shares; 2025Q4: 8,860 shares; 2026Q1: 9,708 shares; 2026Q2: 10,926 shares 10,926 $2.65M 0.03% +1,218 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: 8,718 shares; 2024Q4: 9,078 shares; 2025Q1: 9,144 shares; 2025Q2: 9,247 shares; 2025Q3: 9,315 shares; 2025Q4: 9,107 shares; 2026Q1: 8,778 shares; 2026Q2: 8,428 shares 8,428 $2.65M 0.03% -350 Timeline SPMB 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: 361,046 shares; 2024Q4: 361,459 shares; 2025Q1: 363,772 shares; 2025Q2: 359,281 shares; 2025Q3: 367,363 shares; 2025Q4: 125,038 shares; 2026Q1: 119,021 shares; 2026Q2: 118,481 shares 118,481 $2.64M 0.03% -540 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,623 shares; 2024Q4: 55,411 shares; 2025Q1: 50,149 shares; 2025Q2: 50,705 shares; 2025Q3: 46,240 shares; 2025Q4: 47,457 shares; 2026Q1: 47,220 shares; 2026Q2: 45,704 shares 45,704 $2.64M 0.03% -1,516 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,230 shares; 2024Q4: 228,616 shares; 2025Q1: 198,207 shares; 2025Q2: 188,581 shares; 2025Q3: 181,713 shares; 2025Q4: 32,678 shares; 2026Q1: 32,062 shares; 2026Q2: 52,886 shares 52,886 $2.63M 0.03% +20,824 Timeline