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: 2,118,071 shares; 2024Q4: 2,707,278 shares; 2025Q1: 6,431,055 shares; 2025Q2: 3,031,480 shares; 2025Q3: 3,330,890 shares; 2025Q4: 3,448,432 shares; 2026Q1: 4,336,222 shares; 2026Q2: 4,174,930 shares 4,174,930 $3.13B 11.16% -161,292 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: 2,965,373 shares; 2024Q4: 3,270,414 shares; 2025Q1: 3,637,908 shares; 2025Q2: 3,884,090 shares; 2025Q3: 4,360,204 shares; 2025Q4: 4,423,627 shares; 2026Q1: 3,842,432 shares; 2026Q2: 3,803,588 shares 3,803,588 $1.1B 3.93% -38,844 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: 3,337,503 shares; 2024Q4: 3,364,638 shares; 2025Q1: 4,238,309 shares; 2025Q2: 4,628,919 shares; 2025Q3: 5,215,092 shares; 2025Q4: 5,343,321 shares; 2026Q1: 5,384,910 shares; 2026Q2: 5,387,742 shares 5,387,742 $1.08B 3.85% +2,832 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426,362 shares; 2024Q4: 487,344 shares; 2025Q1: 29,144,549 shares; 2025Q2: 49,557,795 shares; 2025Q3: 64,627,104 shares; 2025Q4: 66,837,029 shares; 2026Q1: 70,691,925 shares; 2026Q2: 54,893,698 shares 54,893,698 $1.08B 3.84% -15,798,227 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,013,716 shares; 2024Q4: 62,639,111 shares; 2025Q1: 63,116,365 shares; 2025Q2: 62,002,093 shares; 2025Q3: 52,597,185 shares; 2025Q4: 57,579,520 shares; 2026Q1: 53,572,236 shares; 2026Q2: 48,086,592 shares 48,086,592 $939M 3.35% -5,485,644 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: 988,566 shares; 2024Q4: 1,093,754 shares; 2025Q1: 1,300,199 shares; 2025Q2: 1,450,995 shares; 2025Q3: 1,839,854 shares; 2025Q4: 1,852,654 shares; 2026Q1: 1,917,002 shares; 2026Q2: 2,004,948 shares 2,004,948 $748M 2.67% +87,946 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,913,601 shares; 2024Q4: 1,951,041 shares; 2025Q1: 2,027,711 shares; 2025Q2: 2,092,518 shares; 2025Q3: 2,095,600 shares; 2025Q4: 2,100,187 shares; 2026Q1: 2,175,818 shares; 2026Q2: 2,009,121 shares 2,009,121 $574M 2.05% -166,697 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219,864 shares; 2026Q1: 12,291,898 shares; 2026Q2: 22,302,002 shares 22,302,002 $555M 1.98% +10,010,104 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,088,929 shares; 2024Q4: 3,127,477 shares; 2025Q1: 3,212,816 shares; 2025Q2: 3,418,138 shares; 2025Q3: 3,639,449 shares; 2025Q4: 3,788,440 shares; 2026Q1: 3,873,907 shares; 2026Q2: 3,637,150 shares 3,637,150 $500M 1.79% -236,757 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965,585 shares; 2024Q4: 1,414,358 shares; 2025Q1: 1,677,023 shares; 2025Q2: 1,638,052 shares; 2025Q3: 1,788,336 shares; 2025Q4: 1,862,991 shares; 2026Q1: 1,944,079 shares; 2026Q2: 2,129,638 shares 2,129,638 $484M 1.73% +185,559 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: 894,557 shares; 2024Q4: 1,035,742 shares; 2025Q1: 1,241,991 shares; 2025Q2: 1,447,685 shares; 2025Q3: 1,786,268 shares; 2025Q4: 1,816,429 shares; 2026Q1: 1,786,772 shares; 2026Q2: 1,788,485 shares 1,788,485 $426M 1.52% +1,713 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: 534,078 shares; 2024Q4: 581,503 shares; 2025Q1: 748,530 shares; 2025Q2: 835,221 shares; 2025Q3: 1,156,990 shares; 2025Q4: 1,160,538 shares; 2026Q1: 1,037,861 shares; 2026Q2: 1,045,972 shares 1,045,972 $374M 1.33% +8,111 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: 430,376 shares; 2024Q4: 320,228 shares; 2025Q1: 304,981 shares; 2025Q2: 342,111 shares; 2025Q3: 380,878 shares; 2025Q4: 389,894 shares; 2026Q1: 448,675 shares; 2026Q2: 413,973 shares 413,973 $305M 1.09% -34,702 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: 166,895 shares; 2024Q4: 221,682 shares; 2025Q1: 256,742 shares; 2025Q2: 179,305 shares; 2025Q3: 216,321 shares; 2025Q4: 215,632 shares; 2026Q1: 210,903 shares; 2026Q2: 251,538 shares 251,538 $290M 1.04% +40,635 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: 424,902 shares; 2024Q4: 462,009 shares; 2025Q1: 588,535 shares; 2025Q2: 641,910 shares; 2025Q3: 726,878 shares; 2025Q4: 743,703 shares; 2026Q1: 725,801 shares; 2026Q2: 754,541 shares 754,541 $285M 1.02% +28,740 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: 197,076 shares; 2024Q4: 435,580 shares; 2025Q1: 418,363 shares; 2025Q2: 409,878 shares; 2025Q3: 414,274 shares; 2025Q4: 452,587 shares; 2026Q1: 420,398 shares; 2026Q2: 374,926 shares 374,926 $281M 1% -45,472 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: 475,380 shares; 2024Q4: 644,149 shares; 2025Q1: 667,456 shares; 2025Q2: 714,531 shares; 2025Q3: 753,687 shares; 2025Q4: 765,959 shares; 2026Q1: 738,810 shares; 2026Q2: 794,626 shares 794,626 $281M 1% +55,816 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: 304,985 shares; 2024Q4: 1,888,554 shares; 2025Q1: 1,885,818 shares; 2025Q2: 1,896,181 shares; 2025Q3: 1,833,068 shares; 2025Q4: 1,787,650 shares; 2026Q1: 1,711,050 shares; 2026Q2: 1,634,628 shares 1,634,628 $269M 0.96% -76,422 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: 190,884 shares; 2024Q4: 209,940 shares; 2025Q1: 216,799 shares; 2025Q2: 267,940 shares; 2025Q3: 506,725 shares; 2025Q4: 513,016 shares; 2026Q1: 401,695 shares; 2026Q2: 384,143 shares 384,143 $264M 0.94% -17,552 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: 74,053 shares; 2024Q4: 76,129 shares; 2025Q1: 83,421 shares; 2025Q2: 88,381 shares; 2025Q3: 128,329 shares; 2025Q4: 201,308 shares; 2026Q1: 218,616 shares; 2026Q2: 1,746,873 shares 1,746,873 $209M 0.75% +1,528,257 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,273,209 shares; 2024Q4: 2,305,294 shares; 2025Q1: 2,527,726 shares; 2025Q2: 2,508,013 shares; 2025Q3: 2,704,058 shares; 2025Q4: 2,707,625 shares; 2026Q1: 2,670,135 shares; 2026Q2: 2,554,511 shares 2,554,511 $196M 0.7% -115,624 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: 273,105 shares; 2024Q4: 337,188 shares; 2025Q1: 421,850 shares; 2025Q2: 466,179 shares; 2025Q3: 588,367 shares; 2025Q4: 592,350 shares; 2026Q1: 539,119 shares; 2026Q2: 557,608 shares 557,608 $183M 0.65% +18,489 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485,415 shares; 2024Q4: 1,530,243 shares; 2025Q1: 1,579,278 shares; 2025Q2: 1,704,467 shares; 2025Q3: 1,736,585 shares; 2025Q4: 1,738,386 shares; 2026Q1: 1,738,015 shares; 2026Q2: 1,672,011 shares 1,672,011 $167M 0.59% -66,004 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: 402,516 shares; 2024Q4: 404,574 shares; 2025Q1: 394,083 shares; 2025Q2: 419,105 shares; 2025Q3: 446,569 shares; 2025Q4: 451,913 shares; 2026Q1: 451,161 shares; 2026Q2: 437,760 shares 437,760 $162M 0.58% -13,401 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,736,579 shares; 2024Q4: 1,823,697 shares; 2025Q1: 1,827,158 shares; 2025Q2: 1,895,162 shares; 2025Q3: 2,036,294 shares; 2025Q4: 2,032,746 shares; 2026Q1: 2,160,071 shares; 2026Q2: 2,091,112 shares 2,091,112 $162M 0.58% -68,959 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: 151,266 shares; 2024Q4: 204,402 shares; 2025Q1: 208,405 shares; 2025Q2: 290,695 shares; 2025Q3: 376,589 shares; 2025Q4: 375,480 shares; 2026Q1: 326,296 shares; 2026Q2: 1,288,697 shares 1,288,697 $160M 0.57% +962,401 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360,950 shares; 2024Q4: 1,383,365 shares; 2025Q1: 1,493,582 shares; 2025Q2: 1,359,670 shares; 2025Q3: 1,482,404 shares; 2025Q4: 1,484,096 shares; 2026Q1: 1,503,754 shares; 2026Q2: 1,436,002 shares 1,436,002 $148M 0.53% -67,752 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: 267,261 shares; 2024Q4: 240,823 shares; 2025Q1: 280,890 shares; 2025Q2: 318,559 shares; 2025Q3: 369,599 shares; 2025Q4: 388,539 shares; 2026Q1: 364,691 shares; 2026Q2: 349,077 shares 349,077 $147M 0.52% -15,614 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: 175,397 shares; 2024Q4: 191,994 shares; 2025Q1: 208,547 shares; 2025Q2: 235,552 shares; 2025Q3: 318,520 shares; 2025Q4: 321,431 shares; 2026Q1: 325,156 shares; 2026Q2: 290,179 shares 290,179 $145M 0.52% -34,977 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: 188,673 shares; 2024Q4: 189,914 shares; 2025Q1: 222,345 shares; 2025Q2: 228,329 shares; 2025Q3: 270,502 shares; 2025Q4: 281,098 shares; 2026Q1: 232,238 shares; 2026Q2: 249,275 shares 249,275 $140M 0.5% +17,037 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,163,476 shares; 2025Q2: 4,765,827 shares; 2025Q3: 7,123,475 shares; 2025Q4: 7,850,122 shares; 2026Q1: 8,438,015 shares; 2026Q2: 8,359,538 shares 8,359,538 $139M 0.5% -78,477 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: 49,224 shares; 2024Q4: 62,652 shares; 2025Q1: 92,200 shares; 2025Q2: 100,770 shares; 2025Q3: 129,222 shares; 2025Q4: 130,675 shares; 2026Q1: 108,867 shares; 2026Q2: 114,252 shares 114,252 $137M 0.49% +5,385 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: 119,824 shares; 2024Q4: 159,863 shares; 2025Q1: 219,467 shares; 2025Q2: 192,552 shares; 2025Q3: 251,236 shares; 2025Q4: 252,214 shares; 2026Q1: 196,070 shares; 2026Q2: 188,967 shares 188,967 $137M 0.49% -7,103 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675,095 shares; 2024Q4: 1,708,690 shares; 2025Q1: 1,787,506 shares; 2025Q2: 1,867,729 shares; 2025Q3: 2,062,288 shares; 2025Q4: 2,065,170 shares; 2026Q1: 2,037,547 shares; 2026Q2: 1,959,222 shares 1,959,222 $136M 0.49% -78,325 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: 48,866 shares; 2024Q4: 57,467 shares; 2025Q1: 151,797 shares; 2025Q2: 228,126 shares; 2025Q3: 1,789,545 shares; 2025Q4: 1,927,256 shares; 2026Q1: 1,333,556 shares; 2026Q2: 1,403,968 shares 1,403,968 $136M 0.48% +70,412 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: not reported; 2024Q4: 375,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,610 shares; 2025Q4: 27,037 shares; 2026Q1: 66,118 shares; 2026Q2: 1,545,466 shares 1,545,466 $127M 0.46% +1,479,348 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: 10,503 shares; 2024Q4: 11,145 shares; 2025Q1: 11,223 shares; 2025Q2: 12,839 shares; 2025Q3: 15,048 shares; 2025Q4: 15,510 shares; 2026Q1: 513,633 shares; 2026Q2: 505,735 shares 505,735 $125M 0.44% -7,898 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: 1,013 shares; 2024Q4: 500,502 shares; 2025Q1: 501,013 shares; 2025Q2: 471,888 shares; 2025Q3: 472,601 shares; 2025Q4: 459,007 shares; 2026Q1: 426,268 shares; 2026Q2: 402,312 shares 402,312 $117M 0.42% -23,956 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: 37,787 shares; 2024Q4: 42,395 shares; 2025Q1: 67,759 shares; 2025Q2: 79,157 shares; 2025Q3: 113,499 shares; 2025Q4: 114,872 shares; 2026Q1: 120,300 shares; 2026Q2: 123,939 shares 123,939 $116M 0.41% +3,639 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: 334,016 shares; 2024Q4: 346,643 shares; 2025Q1: 383,182 shares; 2025Q2: 379,912 shares; 2025Q3: 417,166 shares; 2025Q4: 421,131 shares; 2026Q1: 432,465 shares; 2026Q2: 459,683 shares 459,683 $116M 0.41% +27,218 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,728 shares; 2024Q4: 266,950 shares; 2025Q1: 294,156 shares; 2025Q2: 300,769 shares; 2025Q3: 290,399 shares; 2025Q4: 275,736 shares; 2026Q1: 274,951 shares; 2026Q2: 268,919 shares 268,919 $115M 0.41% -6,032 Timeline BAPR 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: 2,196,880 shares; 2026Q1: 2,194,315 shares; 2026Q2: 2,144,758 shares 2,144,758 $114M 0.41% -49,557 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: 269,576 shares; 2025Q1: 274,490 shares; 2025Q2: 361,014 shares; 2025Q3: 365,586 shares; 2025Q4: 366,676 shares; 2026Q1: 268,197 shares; 2026Q2: 256,239 shares 256,239 $111M 0.4% -11,958 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767,574 shares; 2024Q4: 3,704,806 shares; 2025Q1: 5,826,003 shares; 2025Q2: 6,031,301 shares; 2025Q3: 6,084,063 shares; 2025Q4: 6,386,183 shares; 2026Q1: 6,346,510 shares; 2026Q2: 5,824,764 shares 5,824,764 $108M 0.39% -521,746 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: 185,050 shares; 2024Q4: 209,649 shares; 2025Q1: 234,376 shares; 2025Q2: 243,401 shares; 2025Q3: 257,467 shares; 2025Q4: 260,537 shares; 2026Q1: 228,581 shares; 2026Q2: 223,763 shares 223,763 $107M 0.38% -4,818 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765,310 shares; 2024Q4: 1,171,675 shares; 2025Q1: 1,870,316 shares; 2025Q2: 2,111,899 shares; 2025Q3: 2,405,626 shares; 2025Q4: 2,419,267 shares; 2026Q1: 4,475,447 shares; 2026Q2: 4,224,505 shares 4,224,505 $107M 0.38% -250,942 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: 136,996 shares; 2024Q4: 906,836 shares; 2025Q1: 946,496 shares; 2025Q2: 925,751 shares; 2025Q3: 918,943 shares; 2025Q4: 885,351 shares; 2026Q1: 917,285 shares; 2026Q2: 940,349 shares 940,349 $104M 0.37% +23,064 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: 268,450 shares; 2024Q4: 277,546 shares; 2025Q1: 313,411 shares; 2025Q2: 306,301 shares; 2025Q3: 381,317 shares; 2025Q4: 382,016 shares; 2026Q1: 368,309 shares; 2026Q2: 392,685 shares 392,685 $99.7M 0.36% +24,376 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: 411,083 shares; 2024Q4: 460,477 shares; 2025Q1: 625,040 shares; 2025Q2: 606,917 shares; 2025Q3: 726,675 shares; 2025Q4: 737,176 shares; 2026Q1: 682,729 shares; 2026Q2: 721,408 shares 721,408 $98.6M 0.35% +38,679 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: 377,774 shares; 2024Q4: 374,043 shares; 2025Q1: 558,467 shares; 2025Q2: 714,462 shares; 2025Q3: 950,423 shares; 2025Q4: 953,218 shares; 2026Q1: 791,815 shares; 2026Q2: 867,964 shares 867,964 $98.3M 0.35% +76,149 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 956,054 shares; 2025Q1: 1,036,229 shares; 2025Q2: 999,539 shares; 2025Q3: 993,446 shares; 2025Q4: 973,669 shares; 2026Q1: 966,581 shares; 2026Q2: 911,734 shares 911,734 $95.9M 0.34% -54,847 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: 75,371 shares; 2024Q4: 97,908 shares; 2025Q1: 107,217 shares; 2025Q2: 99,579 shares; 2025Q3: 106,634 shares; 2025Q4: 107,219 shares; 2026Q1: 98,201 shares; 2026Q2: 93,494 shares 93,494 $94.6M 0.34% -4,707 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,187,042 shares; 2024Q4: 5,222,754 shares; 2025Q1: 5,048,205 shares; 2025Q2: 5,274,692 shares; 2025Q3: 5,036,583 shares; 2025Q4: 5,342,067 shares; 2026Q1: 4,921,699 shares; 2026Q2: 4,562,494 shares 4,562,494 $92.9M 0.33% -359,205 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: 118,229 shares; 2024Q4: 135,960 shares; 2025Q1: 170,214 shares; 2025Q2: 207,257 shares; 2025Q3: 249,222 shares; 2025Q4: 253,342 shares; 2026Q1: 251,792 shares; 2026Q2: 265,941 shares 265,941 $91.2M 0.33% +14,149 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: 98,640 shares; 2024Q4: 209,731 shares; 2025Q1: 245,698 shares; 2025Q2: 271,053 shares; 2025Q3: 307,654 shares; 2025Q4: 309,630 shares; 2026Q1: 282,970 shares; 2026Q2: 266,639 shares 266,639 $90.9M 0.32% -16,331 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: 141,275 shares; 2024Q4: 151,311 shares; 2025Q1: 173,044 shares; 2025Q2: 192,650 shares; 2025Q3: 235,196 shares; 2025Q4: 235,558 shares; 2026Q1: 237,047 shares; 2026Q2: 252,215 shares 252,215 $89M 0.32% +15,168 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: 39,524 shares; 2024Q4: 208,336 shares; 2025Q1: 210,150 shares; 2025Q2: 302,044 shares; 2025Q3: 348,420 shares; 2025Q4: 528,818 shares; 2026Q1: 519,060 shares; 2026Q2: 404,014 shares 404,014 $88M 0.31% -115,046 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: 174,891 shares; 2024Q4: 193,186 shares; 2025Q1: 77,415 shares; 2025Q2: 88,822 shares; 2025Q3: 115,549 shares; 2025Q4: 116,340 shares; 2026Q1: 113,219 shares; 2026Q2: 149,578 shares 149,578 $86.9M 0.31% +36,359 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: 45,089 shares; 2024Q4: 45,826 shares; 2025Q1: 56,757 shares; 2025Q2: 73,327 shares; 2025Q3: 92,363 shares; 2025Q4: 92,859 shares; 2026Q1: 77,444 shares; 2026Q2: 76,670 shares 76,670 $81.6M 0.29% -774 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: 121,373 shares; 2024Q4: 147,860 shares; 2025Q1: 168,670 shares; 2025Q2: 172,202 shares; 2025Q3: 200,656 shares; 2025Q4: 201,087 shares; 2026Q1: 193,247 shares; 2026Q2: 195,496 shares 195,496 $81.3M 0.29% +2,249 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: 7,550 shares; 2024Q4: 18,832 shares; 2025Q1: 21,775 shares; 2025Q2: 14,081 shares; 2025Q3: 29,700 shares; 2025Q4: 29,760 shares; 2026Q1: 27,423 shares; 2026Q2: 258,939 shares 258,939 $78.1M 0.28% +231,516 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799,813 shares; 2024Q4: 1,210,845 shares; 2025Q1: 1,234,143 shares; 2025Q2: 1,258,773 shares; 2025Q3: 1,260,447 shares; 2025Q4: 1,250,287 shares; 2026Q1: 1,327,458 shares; 2026Q2: 1,257,704 shares 1,257,704 $77M 0.27% -69,754 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: 15,516 shares; 2024Q4: 66,131 shares; 2025Q1: 67,983 shares; 2025Q2: 142,584 shares; 2025Q3: 143,189 shares; 2025Q4: 181,934 shares; 2026Q1: 174,329 shares; 2026Q2: 880,459 shares 880,459 $75.8M 0.27% +706,130 Timeline IWL 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: 257,324 shares; 2025Q1: 307,929 shares; 2025Q2: 309,665 shares; 2025Q3: 332,966 shares; 2025Q4: 382,370 shares; 2026Q1: 371,412 shares; 2026Q2: 408,608 shares 408,608 $75.6M 0.27% +37,196 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: 63,323 shares; 2024Q4: 68,464 shares; 2025Q1: 76,857 shares; 2025Q2: 91,106 shares; 2025Q3: 100,693 shares; 2025Q4: 265,293 shares; 2026Q1: 1,018,627 shares; 2026Q2: 1,049,147 shares 1,049,147 $74.9M 0.27% +30,520 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: 95,116 shares; 2024Q4: 161,951 shares; 2025Q1: 152,012 shares; 2025Q2: 161,850 shares; 2025Q3: 166,928 shares; 2025Q4: 181,148 shares; 2026Q1: 236,641 shares; 2026Q2: 235,920 shares 235,920 $70.9M 0.25% -721 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: 784,190 shares; 2024Q4: 173,149 shares; 2025Q1: 185,373 shares; 2025Q2: 236,598 shares; 2025Q3: 297,673 shares; 2025Q4: 299,996 shares; 2026Q1: 335,436 shares; 2026Q2: 371,723 shares 371,723 $70.5M 0.25% +36,287 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: 315,231 shares; 2024Q4: 349,360 shares; 2025Q1: 415,078 shares; 2025Q2: 499,765 shares; 2025Q3: 621,348 shares; 2025Q4: 667,109 shares; 2026Q1: 542,504 shares; 2026Q2: 597,202 shares 597,202 $70.1M 0.25% +54,698 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111,215 shares; 2024Q4: 1,153,894 shares; 2025Q1: 1,332,123 shares; 2025Q2: 1,399,498 shares; 2025Q3: 1,339,030 shares; 2025Q4: 1,341,891 shares; 2026Q1: 1,358,767 shares; 2026Q2: 1,321,529 shares 1,321,529 $69.4M 0.25% -37,238 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: 50,581 shares; 2024Q4: 142,183 shares; 2025Q1: 142,547 shares; 2025Q2: 190,246 shares; 2025Q3: 185,078 shares; 2025Q4: 182,339 shares; 2026Q1: 309,810 shares; 2026Q2: 284,963 shares 284,963 $69.1M 0.25% -24,847 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: 267,063 shares; 2024Q4: 300,611 shares; 2025Q1: 647,344 shares; 2025Q2: 1,093,610 shares; 2025Q3: 858,582 shares; 2025Q4: 870,803 shares; 2026Q1: 929,810 shares; 2026Q2: 814,969 shares 814,969 $66.9M 0.24% -114,841 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: 107,174 shares; 2024Q4: 108,711 shares; 2025Q1: 121,660 shares; 2025Q2: 146,009 shares; 2025Q3: 163,382 shares; 2025Q4: 164,277 shares; 2026Q1: 166,697 shares; 2026Q2: 167,629 shares 167,629 $66.6M 0.24% +932 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: 226,017 shares; 2024Q4: 215,987 shares; 2025Q1: 235,632 shares; 2025Q2: 257,357 shares; 2025Q3: 317,698 shares; 2025Q4: 325,013 shares; 2026Q1: 346,314 shares; 2026Q2: 476,654 shares 476,654 $66.6M 0.24% +130,340 Timeline BJUN 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: 25,355 shares; 2026Q1: 25,355 shares; 2026Q2: 1,361,414 shares 1,361,414 $66.3M 0.24% +1,336,059 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,696 shares; 2024Q4: 662,010 shares; 2025Q1: 1,034,209 shares; 2025Q2: 1,162,411 shares; 2025Q3: 1,410,432 shares; 2025Q4: 1,425,001 shares; 2026Q1: 3,267,016 shares; 2026Q2: 2,852,951 shares 2,852,951 $66.1M 0.24% -414,065 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: 136,913 shares; 2024Q4: 287,578 shares; 2025Q1: 279,803 shares; 2025Q2: 264,852 shares; 2025Q3: 361,256 shares; 2025Q4: 629,273 shares; 2026Q1: 632,966 shares; 2026Q2: 440,419 shares 440,419 $65.3M 0.23% -192,547 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: 422,346 shares; 2024Q4: 364,491 shares; 2025Q1: 319,403 shares; 2025Q2: 355,507 shares; 2025Q3: 403,645 shares; 2025Q4: 415,098 shares; 2026Q1: 535,941 shares; 2026Q2: 542,479 shares 542,479 $63.3M 0.23% +6,538 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,784 shares; 2024Q4: 35,827 shares; 2025Q1: 22,910 shares; 2025Q2: 120,603 shares; 2025Q3: 225,163 shares; 2025Q4: 229,307 shares; 2026Q1: 556,904 shares; 2026Q2: 630,105 shares 630,105 $58.8M 0.21% +73,201 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: 121,005 shares; 2024Q4: 121,361 shares; 2025Q1: 139,569 shares; 2025Q2: 168,991 shares; 2025Q3: 189,992 shares; 2025Q4: 285,926 shares; 2026Q1: 327,340 shares; 2026Q2: 300,648 shares 300,648 $57.3M 0.2% -26,692 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: 153,768 shares; 2024Q4: 405,381 shares; 2025Q1: 393,098 shares; 2025Q2: 429,072 shares; 2025Q3: 927,188 shares; 2025Q4: 922,125 shares; 2026Q1: 733,999 shares; 2026Q2: 735,629 shares 735,629 $56.7M 0.2% +1,630 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: 891,701 shares; 2024Q4: 767,470 shares; 2025Q1: 709,719 shares; 2025Q2: 1,211,637 shares; 2025Q3: 965,676 shares; 2025Q4: 1,249,933 shares; 2026Q1: 1,272,621 shares; 2026Q2: 790,889 shares 790,889 $56.4M 0.2% -481,732 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: not reported; 2024Q4: 8,800 shares; 2025Q1: 4,779 shares; 2025Q2: 4,825 shares; 2025Q3: 689,248 shares; 2025Q4: 700,995 shares; 2026Q1: 426,058 shares; 2026Q2: 615,421 shares 615,421 $54.1M 0.19% +189,363 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: 643,783 shares; 2024Q4: 592,101 shares; 2025Q1: 545,951 shares; 2025Q2: 587,842 shares; 2025Q3: 588,930 shares; 2025Q4: 599,725 shares; 2026Q1: 621,215 shares; 2026Q2: 544,631 shares 544,631 $53.9M 0.19% -76,584 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: 59,519 shares; 2024Q4: 67,994 shares; 2025Q1: 83,677 shares; 2025Q2: 91,830 shares; 2025Q3: 110,338 shares; 2025Q4: 111,288 shares; 2026Q1: 101,679 shares; 2026Q2: 101,369 shares 101,369 $52.1M 0.19% -310 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: 69,150 shares; 2024Q4: 106,695 shares; 2025Q1: 117,648 shares; 2025Q2: 128,005 shares; 2025Q3: 139,130 shares; 2025Q4: 140,809 shares; 2026Q1: 159,510 shares; 2026Q2: 640,579 shares 640,579 $51.6M 0.18% +481,069 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: 14,080 shares; 2024Q4: 17,976 shares; 2025Q1: 18,875 shares; 2025Q2: 37,923 shares; 2025Q3: 44,161 shares; 2025Q4: 43,629 shares; 2026Q1: 42,712 shares; 2026Q2: 43,848 shares 43,848 $51.5M 0.18% +1,136 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,267 shares; 2024Q4: 295,952 shares; 2025Q1: 335,803 shares; 2025Q2: 343,702 shares; 2025Q3: 334,636 shares; 2025Q4: 300,540 shares; 2026Q1: 321,226 shares; 2026Q2: 308,877 shares 308,877 $50.8M 0.18% -12,349 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,378 shares; 2024Q4: 169,488 shares; 2025Q1: 169,857 shares; 2025Q2: 170,850 shares; 2025Q3: 170,563 shares; 2025Q4: 170,572 shares; 2026Q1: 169,913 shares; 2026Q2: 170,878 shares 170,878 $50.3M 0.18% +965 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620,775 shares; 2024Q4: 1,661,510 shares; 2025Q1: 1,497,374 shares; 2025Q2: 1,561,825 shares; 2025Q3: 1,713,695 shares; 2025Q4: 1,717,024 shares; 2026Q1: 1,755,925 shares; 2026Q2: 1,698,505 shares 1,698,505 $50.2M 0.18% -57,420 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: 41,901 shares; 2024Q4: 48,866 shares; 2025Q1: 57,797 shares; 2025Q2: 80,562 shares; 2025Q3: 92,829 shares; 2025Q4: 93,450 shares; 2026Q1: 133,672 shares; 2026Q2: 132,695 shares 132,695 $49.6M 0.18% -977 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,301 shares; 2024Q4: 106,022 shares; 2025Q1: 125,073 shares; 2025Q2: 220,133 shares; 2025Q3: 291,849 shares; 2025Q4: 293,958 shares; 2026Q1: 485,512 shares; 2026Q2: 773,438 shares 773,438 $49.4M 0.18% +287,926 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: 148,416 shares; 2024Q4: 159,071 shares; 2025Q1: 226,848 shares; 2025Q2: 234,343 shares; 2025Q3: 358,879 shares; 2025Q4: 359,473 shares; 2026Q1: 330,201 shares; 2026Q2: 378,859 shares 378,859 $48.9M 0.17% +48,658 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,958 shares; 2024Q4: 28,916 shares; 2025Q1: 27,907 shares; 2025Q2: 115,293 shares; 2025Q3: 119,339 shares; 2025Q4: 281,876 shares; 2026Q1: 272,499 shares; 2026Q2: 118,488 shares 118,488 $48.5M 0.17% -154,011 Timeline DLMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,568,133 shares 1,568,133 $46.9M 0.17% new Timeline VGUS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 617,696 shares 617,696 $46.7M 0.17% new 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: 54,305 shares; 2024Q4: 63,753 shares; 2025Q1: 97,024 shares; 2025Q2: 118,685 shares; 2025Q3: 150,831 shares; 2025Q4: 152,399 shares; 2026Q1: 109,718 shares; 2026Q2: 108,840 shares 108,840 $46.4M 0.17% -878 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: 54,592 shares; 2024Q4: 59,081 shares; 2025Q1: 61,612 shares; 2025Q2: 63,480 shares; 2025Q3: 65,013 shares; 2025Q4: 65,304 shares; 2026Q1: 61,050 shares; 2026Q2: 60,019 shares 60,019 $45.4M 0.16% -1,031 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,912 shares; 2024Q4: 151,627 shares; 2025Q1: 173,524 shares; 2025Q2: 174,274 shares; 2025Q3: 294,498 shares; 2025Q4: 320,865 shares; 2026Q1: 333,523 shares; 2026Q2: 344,493 shares 344,493 $45.3M 0.16% +10,970 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,249 shares; 2024Q4: 75,456 shares; 2025Q1: 167,250 shares; 2025Q2: 158,510 shares; 2025Q3: 252,369 shares; 2025Q4: 255,519 shares; 2026Q1: 208,195 shares; 2026Q2: 215,117 shares 215,117 $45M 0.16% +6,922 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: 386,266 shares; 2024Q4: 415,294 shares; 2025Q1: 468,613 shares; 2025Q2: 487,004 shares; 2025Q3: 529,248 shares; 2025Q4: 532,875 shares; 2026Q1: 502,606 shares; 2026Q2: 482,946 shares 482,946 $44.6M 0.16% -19,660 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: 108,203 shares; 2024Q4: 108,921 shares; 2025Q1: 119,420 shares; 2025Q2: 127,482 shares; 2025Q3: 180,079 shares; 2025Q4: 184,753 shares; 2026Q1: 259,594 shares; 2026Q2: 283,141 shares 283,141 $44.5M 0.16% +23,547 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: 3,873 shares; 2024Q4: 5,639 shares; 2025Q1: 6,353 shares; 2025Q2: 105,294 shares; 2025Q3: 108,863 shares; 2025Q4: 105,317 shares; 2026Q1: 103,174 shares; 2026Q2: 499,842 shares 499,842 $43.9M 0.16% +396,668 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: 15,705 shares; 2024Q4: 16,386 shares; 2025Q1: 17,638 shares; 2025Q2: 122,413 shares; 2025Q3: 870,475 shares; 2025Q4: 858,927 shares; 2026Q1: 551,029 shares; 2026Q2: 522,313 shares 522,313 $43.3M 0.15% -28,716 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: 195,428 shares; 2024Q4: 220,621 shares; 2025Q1: 236,846 shares; 2025Q2: 229,488 shares; 2025Q3: 229,990 shares; 2025Q4: 260,827 shares; 2026Q1: 258,466 shares; 2026Q2: 270,440 shares 270,440 $42.7M 0.15% +11,974 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: 4,542 shares; 2024Q4: 5,108 shares; 2025Q1: 41,623 shares; 2025Q2: 66,094 shares; 2025Q3: 84,217 shares; 2025Q4: 84,217 shares; 2026Q1: 63,059 shares; 2026Q2: 58,416 shares 58,416 $42.1M 0.15% -4,643 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: 164,491 shares; 2024Q4: 333,396 shares; 2025Q1: 186,038 shares; 2025Q2: 210,275 shares; 2025Q3: 247,471 shares; 2025Q4: 250,631 shares; 2026Q1: 267,535 shares; 2026Q2: 280,384 shares 280,384 $41.1M 0.15% +12,849 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: 117,217 shares; 2024Q4: 134,057 shares; 2025Q1: 213,773 shares; 2025Q2: 231,050 shares; 2025Q3: 285,875 shares; 2025Q4: 288,848 shares; 2026Q1: 267,748 shares; 2026Q2: 279,865 shares 279,865 $41M 0.15% +12,117 Timeline VIS 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: 46,721 shares; 2024Q4: 49,462 shares; 2025Q1: 53,370 shares; 2025Q2: 57,998 shares; 2025Q3: 96,995 shares; 2025Q4: 102,937 shares; 2026Q1: 110,050 shares; 2026Q2: 112,796 shares 112,796 $40.6M 0.15% +2,746 Timeline XBAP 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: 1,059,239 shares; 2026Q1: 1,048,212 shares; 2026Q2: 968,750 shares 968,750 $40.6M 0.15% -79,462 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: 116,895 shares; 2024Q4: 140,968 shares; 2025Q1: 151,682 shares; 2025Q2: 152,753 shares; 2025Q3: 220,697 shares; 2025Q4: 222,948 shares; 2026Q1: 232,503 shares; 2026Q2: 242,427 shares 242,427 $40.2M 0.14% +9,924 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,906 shares; 2024Q4: 275,310 shares; 2025Q1: 201,574 shares; 2025Q2: 260,913 shares; 2025Q3: 275,004 shares; 2025Q4: 287,486 shares; 2026Q1: 307,696 shares; 2026Q2: 338,768 shares 338,768 $39.8M 0.14% +31,072 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: 13,991 shares; 2024Q4: 280,789 shares; 2025Q1: 275,987 shares; 2025Q2: 372,847 shares; 2025Q3: 377,388 shares; 2025Q4: 357,676 shares; 2026Q1: 330,905 shares; 2026Q2: 308,350 shares 308,350 $39.4M 0.14% -22,555 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: 16,009 shares; 2024Q4: 16,218 shares; 2025Q1: 19,553 shares; 2025Q2: 4,701 shares; 2025Q3: 26,550 shares; 2025Q4: 190,217 shares; 2026Q1: 194,297 shares; 2026Q2: 112,873 shares 112,873 $38.8M 0.14% -81,424 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,327 shares; 2024Q4: 198,292 shares; 2025Q1: 190,887 shares; 2025Q2: 151,737 shares; 2025Q3: 157,393 shares; 2025Q4: 164,394 shares; 2026Q1: 176,595 shares; 2026Q2: 262,650 shares 262,650 $38.8M 0.14% +86,055 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: 59,157 shares; 2024Q4: 61,438 shares; 2025Q1: 64,191 shares; 2025Q2: 99,688 shares; 2025Q3: 122,177 shares; 2025Q4: 144,446 shares; 2026Q1: 146,103 shares; 2026Q2: 127,593 shares 127,593 $38.7M 0.14% -18,510 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,014 shares; 2024Q4: 53,399 shares; 2025Q1: 56,261 shares; 2025Q2: not reported; 2025Q3: 110,074 shares; 2025Q4: 116,660 shares; 2026Q1: 126,729 shares; 2026Q2: 128,929 shares 128,929 $38.6M 0.14% +2,200 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: 39,973 shares; 2024Q4: 40,304 shares; 2025Q1: 52,344 shares; 2025Q2: 53,857 shares; 2025Q3: 68,759 shares; 2025Q4: 69,276 shares; 2026Q1: 61,760 shares; 2026Q2: 59,862 shares 59,862 $38.1M 0.14% -1,898 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: 111,517 shares; 2024Q4: 118,391 shares; 2025Q1: 127,539 shares; 2025Q2: 141,225 shares; 2025Q3: 152,833 shares; 2025Q4: 153,333 shares; 2026Q1: 142,073 shares; 2026Q2: 129,598 shares 129,598 $37.5M 0.13% -12,475 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,124 shares; 2025Q3: 6,874 shares; 2025Q4: 235,458 shares; 2026Q1: 229,472 shares; 2026Q2: 229,127 shares 229,127 $37.5M 0.13% -345 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: 12,444 shares; 2025Q1: 17,561 shares; 2025Q2: 20,909 shares; 2025Q3: 36,412 shares; 2025Q4: 36,446 shares; 2026Q1: 35,996 shares; 2026Q2: 38,764 shares 38,764 $37.3M 0.13% +2,768 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: 64,602 shares; 2024Q4: 106,865 shares; 2025Q1: 139,695 shares; 2025Q2: 172,906 shares; 2025Q3: 213,403 shares; 2025Q4: 216,088 shares; 2026Q1: 178,195 shares; 2026Q2: 370,237 shares 370,237 $37.3M 0.13% +192,042 Timeline FMAT 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: 503,183 shares; 2024Q4: 526,287 shares; 2025Q1: 546,395 shares; 2025Q2: 573,567 shares; 2025Q3: 623,248 shares; 2025Q4: 624,191 shares; 2026Q1: 654,663 shares; 2026Q2: 631,686 shares 631,686 $37M 0.13% -22,977 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: 44,908 shares; 2024Q4: 235,733 shares; 2025Q1: 241,739 shares; 2025Q2: 248,641 shares; 2025Q3: 282,236 shares; 2025Q4: 284,712 shares; 2026Q1: 277,495 shares; 2026Q2: 98,136 shares 98,136 $36.2M 0.13% -179,359 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: 78,069 shares; 2024Q4: 94,548 shares; 2025Q1: 95,010 shares; 2025Q2: 91,938 shares; 2025Q3: 96,050 shares; 2025Q4: 99,213 shares; 2026Q1: 101,902 shares; 2026Q2: 128,125 shares 128,125 $36M 0.13% +26,223 Timeline DDTZ 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: 1,857,655 shares 1,857,655 $36M 0.13% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,358 shares; 2024Q4: 40,017 shares; 2025Q1: 98,104 shares; 2025Q2: 91,706 shares; 2025Q3: 153,621 shares; 2025Q4: 153,067 shares; 2026Q1: 155,224 shares; 2026Q2: 104,732 shares 104,732 $35.9M 0.13% -50,492 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,158 shares; 2024Q4: 39,173 shares; 2025Q1: 38,400 shares; 2025Q2: 38,084 shares; 2025Q3: 57,069 shares; 2025Q4: 54,534 shares; 2026Q1: 54,342 shares; 2026Q2: 50,859 shares 50,859 $35.8M 0.13% -3,483 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,791 shares; 2024Q4: 12,111 shares; 2025Q1: 9,661 shares; 2025Q2: 16,167 shares; 2025Q3: 24,020 shares; 2025Q4: 24,058 shares; 2026Q1: 17,703 shares; 2026Q2: 36,974 shares 36,974 $35.7M 0.13% +19,271 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,829 shares; 2024Q4: 41,879 shares; 2025Q1: 46,641 shares; 2025Q2: 43,497 shares; 2025Q3: 76,776 shares; 2025Q4: 83,006 shares; 2026Q1: 88,180 shares; 2026Q2: 89,614 shares 89,614 $35.5M 0.13% +1,434 Timeline EWU 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: 99,851 shares; 2025Q3: 251,453 shares; 2025Q4: 257,197 shares; 2026Q1: 661,451 shares; 2026Q2: 757,648 shares 757,648 $35M 0.12% +96,197 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,061 shares; 2024Q4: 377,194 shares; 2025Q1: 273,480 shares; 2025Q2: 267,756 shares; 2025Q3: 270,791 shares; 2025Q4: 285,447 shares; 2026Q1: 1,980,284 shares; 2026Q2: 1,600,025 shares 1,600,025 $34.9M 0.12% -380,259 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: 136,412 shares; 2024Q4: 115,073 shares; 2025Q1: 119,972 shares; 2025Q2: 117,796 shares; 2025Q3: 126,274 shares; 2025Q4: 1,410,553 shares; 2026Q1: 1,609,839 shares; 2026Q2: 685,795 shares 685,795 $34.7M 0.12% -924,044 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,563 shares; 2024Q4: 72,040 shares; 2025Q1: 78,438 shares; 2025Q2: 83,345 shares; 2025Q3: 144,864 shares; 2025Q4: 173,772 shares; 2026Q1: 187,528 shares; 2026Q2: 188,381 shares 188,381 $34.7M 0.12% +853 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: 4,261 shares; 2025Q1: 5,947 shares; 2025Q2: 10,316 shares; 2025Q3: 110,580 shares; 2025Q4: 112,106 shares; 2026Q1: 110,249 shares; 2026Q2: 118,459 shares 118,459 $34.4M 0.12% +8,210 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: 97,851 shares; 2024Q4: 277,301 shares; 2025Q1: 180,332 shares; 2025Q2: 150,489 shares; 2025Q3: 190,748 shares; 2025Q4: 193,417 shares; 2026Q1: 189,333 shares; 2026Q2: 185,925 shares 185,925 $34.4M 0.12% -3,408 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,433 shares; 2024Q4: 166,018 shares; 2025Q1: 161,951 shares; 2025Q2: 105,372 shares; 2025Q3: 343,630 shares; 2025Q4: 336,645 shares; 2026Q1: 219,746 shares; 2026Q2: 217,934 shares 217,934 $34.2M 0.12% -1,812 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 112,686 shares; 2025Q1: 146,664 shares; 2025Q2: 160,115 shares; 2025Q3: 224,079 shares; 2025Q4: 227,339 shares; 2026Q1: 184,697 shares; 2026Q2: 198,190 shares 198,190 $33.7M 0.12% +13,493 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: 193,398 shares; 2024Q4: 202,412 shares; 2025Q1: 256,315 shares; 2025Q2: 258,695 shares; 2025Q3: 319,470 shares; 2025Q4: 326,008 shares; 2026Q1: 334,255 shares; 2026Q2: 410,679 shares 410,679 $33.6M 0.12% +76,424 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: 358,724 shares; 2024Q4: 143,309 shares; 2025Q1: 145,552 shares; 2025Q2: 146,556 shares; 2025Q3: 151,343 shares; 2025Q4: 149,522 shares; 2026Q1: 149,646 shares; 2026Q2: 131,043 shares 131,043 $33.5M 0.12% -18,603 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: 107,655 shares; 2024Q4: 110,911 shares; 2025Q1: 142,082 shares; 2025Q2: 421,915 shares; 2025Q3: 564,384 shares; 2025Q4: 765,445 shares; 2026Q1: 612,414 shares; 2026Q2: 548,839 shares 548,839 $32.8M 0.12% -63,575 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160,069 shares; 2024Q4: 1,207,751 shares; 2025Q1: 1,153,327 shares; 2025Q2: 1,221,408 shares; 2025Q3: 1,334,794 shares; 2025Q4: 1,337,397 shares; 2026Q1: 1,158,618 shares; 2026Q2: 1,113,126 shares 1,113,126 $32.6M 0.12% -45,492 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: 76,892 shares; 2024Q4: 77,776 shares; 2025Q1: 82,334 shares; 2025Q2: 219,482 shares; 2025Q3: 296,324 shares; 2025Q4: 292,065 shares; 2026Q1: 313,279 shares; 2026Q2: 311,358 shares 311,358 $32.3M 0.12% -1,921 Timeline PFFD 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: 1,050,319 shares; 2024Q4: 1,349,822 shares; 2025Q1: 1,492,124 shares; 2025Q2: 1,537,167 shares; 2025Q3: 1,545,514 shares; 2025Q4: 1,525,258 shares; 2026Q1: 1,642,883 shares; 2026Q2: 1,726,148 shares 1,726,148 $32.3M 0.12% +83,265 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: 292,632 shares; 2024Q4: 511,070 shares; 2025Q1: 528,771 shares; 2025Q2: 382,673 shares; 2025Q3: 420,864 shares; 2025Q4: 463,968 shares; 2026Q1: 504,467 shares; 2026Q2: 566,034 shares 566,034 $32.3M 0.12% +61,567 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,629 shares; 2024Q4: 549,125 shares; 2025Q1: 513,029 shares; 2025Q2: 574,513 shares; 2025Q3: 596,541 shares; 2025Q4: 597,631 shares; 2026Q1: 570,556 shares; 2026Q2: 551,566 shares 551,566 $32.2M 0.12% -18,990 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,298 shares; 2024Q4: 185,079 shares; 2025Q1: 192,446 shares; 2025Q2: 272,367 shares; 2025Q3: 312,432 shares; 2025Q4: 315,087 shares; 2026Q1: 287,312 shares; 2026Q2: 302,564 shares 302,564 $31.5M 0.11% +15,252 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,851 shares; 2025Q3: 100,528 shares; 2025Q4: 102,867 shares; 2026Q1: 263,861 shares; 2026Q2: 284,267 shares 284,267 $30.9M 0.11% +20,406 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,180 shares; 2024Q4: 40,814 shares; 2025Q1: 39,511 shares; 2025Q2: 36,713 shares; 2025Q3: 114,338 shares; 2025Q4: 115,409 shares; 2026Q1: 134,736 shares; 2026Q2: 138,778 shares 138,778 $30.5M 0.11% +4,042 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: 2,019 shares; 2024Q4: 1,417 shares; 2025Q1: 3,033 shares; 2025Q2: 51,998 shares; 2025Q3: 111,004 shares; 2025Q4: 60,708 shares; 2026Q1: 5,292 shares; 2026Q2: 99,807 shares 99,807 $30.2M 0.11% +94,515 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: 106,338 shares; 2024Q4: 102,091 shares; 2025Q1: 105,450 shares; 2025Q2: 130,255 shares; 2025Q3: 137,049 shares; 2025Q4: 132,974 shares; 2026Q1: 134,575 shares; 2026Q2: 138,837 shares 138,837 $29.5M 0.11% +4,262 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 254,358 shares; 2025Q1: 251,768 shares; 2025Q2: 336,810 shares; 2025Q3: 343,947 shares; 2025Q4: 323,518 shares; 2026Q1: 279,083 shares; 2026Q2: 277,628 shares 277,628 $29.5M 0.11% -1,455 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: 36,123 shares; 2024Q4: 46,544 shares; 2025Q1: 78,625 shares; 2025Q2: 80,427 shares; 2025Q3: 120,207 shares; 2025Q4: 121,480 shares; 2026Q1: 101,474 shares; 2026Q2: 108,180 shares 108,180 $29.2M 0.1% +6,706 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,290 shares; 2024Q4: 21,393 shares; 2025Q1: 23,443 shares; 2025Q2: 23,904 shares; 2025Q3: 27,586 shares; 2025Q4: 31,960 shares; 2026Q1: 119,963 shares; 2026Q2: 114,212 shares 114,212 $29.1M 0.1% -5,751 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: 177,482 shares; 2024Q4: 178,077 shares; 2025Q1: 192,553 shares; 2025Q2: 258,466 shares; 2025Q3: 273,681 shares; 2025Q4: 284,357 shares; 2026Q1: 331,023 shares; 2026Q2: 330,323 shares 330,323 $29M 0.1% -700 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: 107,454 shares; 2024Q4: 129,024 shares; 2025Q1: 128,875 shares; 2025Q2: 171,447 shares; 2025Q3: 182,623 shares; 2025Q4: 182,661 shares; 2026Q1: 184,395 shares; 2026Q2: 190,066 shares 190,066 $28.8M 0.1% +5,671 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: 82,960 shares; 2024Q4: 88,779 shares; 2025Q1: 95,604 shares; 2025Q2: 99,721 shares; 2025Q3: 130,944 shares; 2025Q4: 132,010 shares; 2026Q1: 171,517 shares; 2026Q2: 212,417 shares 212,417 $28.8M 0.1% +40,900 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,034 shares; 2024Q4: 286,197 shares; 2025Q1: 275,137 shares; 2025Q2: 314,517 shares; 2025Q3: 321,954 shares; 2025Q4: 321,648 shares; 2026Q1: 276,952 shares; 2026Q2: 234,831 shares 234,831 $28.5M 0.1% -42,121 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: 34,366 shares; 2024Q4: 42,503 shares; 2025Q1: 45,992 shares; 2025Q2: 288,581 shares; 2025Q3: 394,940 shares; 2025Q4: 403,182 shares; 2026Q1: 463,452 shares; 2026Q2: 503,990 shares 503,990 $28.5M 0.1% +40,538 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: 50,512 shares; 2024Q4: 55,971 shares; 2025Q1: 57,526 shares; 2025Q2: 59,012 shares; 2025Q3: 77,816 shares; 2025Q4: 76,940 shares; 2026Q1: 78,365 shares; 2026Q2: 77,970 shares 77,970 $28.2M 0.1% -395 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: 43,236 shares; 2024Q4: 162,860 shares; 2025Q1: 180,119 shares; 2025Q2: 209,468 shares; 2025Q3: 214,572 shares; 2025Q4: 204,291 shares; 2026Q1: 193,236 shares; 2026Q2: 192,603 shares 192,603 $28.2M 0.1% -633 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,691 shares; 2024Q4: 16,659 shares; 2025Q1: 24,467 shares; 2025Q2: 124,335 shares; 2025Q3: 160,668 shares; 2025Q4: 163,522 shares; 2026Q1: 185,050 shares; 2026Q2: 179,684 shares 179,684 $27.6M 0.1% -5,366 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: 87,696 shares; 2024Q4: 69,641 shares; 2025Q1: 70,565 shares; 2025Q2: 70,477 shares; 2025Q3: 83,587 shares; 2025Q4: 83,469 shares; 2026Q1: 82,494 shares; 2026Q2: 77,906 shares 77,906 $27.6M 0.1% -4,588 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,541 shares; 2024Q4: 23,789 shares; 2025Q1: 21,122 shares; 2025Q2: 273,087 shares; 2025Q3: 314,297 shares; 2025Q4: 306,051 shares; 2026Q1: 323,507 shares; 2026Q2: 317,049 shares 317,049 $27.4M 0.1% -6,458 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: 68,138 shares; 2024Q4: 61,000 shares; 2025Q1: 90,543 shares; 2025Q2: 71,784 shares; 2025Q3: 103,999 shares; 2025Q4: 106,305 shares; 2026Q1: 77,246 shares; 2026Q2: 80,183 shares 80,183 $27.1M 0.1% +2,937 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,490 shares; 2024Q4: 35,958 shares; 2025Q1: 27,706 shares; 2025Q2: 23,750 shares; 2025Q3: 157,116 shares; 2025Q4: 157,150 shares; 2026Q1: 132,336 shares; 2026Q2: 135,522 shares 135,522 $27.1M 0.1% +3,186 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,628 shares; 2024Q4: 162,640 shares; 2025Q1: 158,297 shares; 2025Q2: 151,694 shares; 2025Q3: 149,821 shares; 2025Q4: 149,857 shares; 2026Q1: 135,801 shares; 2026Q2: 108,688 shares 108,688 $26.8M 0.1% -27,113 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: 22,316 shares; 2024Q4: 21,717 shares; 2025Q1: 21,283 shares; 2025Q2: 30,489 shares; 2025Q3: 43,140 shares; 2025Q4: 111,731 shares; 2026Q1: 263,396 shares; 2026Q2: 267,340 shares 267,340 $26.5M 0.09% +3,944 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: 62,112 shares; 2024Q4: 65,981 shares; 2025Q1: 87,607 shares; 2025Q2: 78,043 shares; 2025Q3: 104,121 shares; 2025Q4: 103,743 shares; 2026Q1: 85,770 shares; 2026Q2: 88,562 shares 88,562 $26.4M 0.09% +2,792 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,096,756 shares 1,096,756 $26.3M 0.09% new 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: 134,597 shares; 2024Q4: 137,395 shares; 2025Q1: 197,330 shares; 2025Q2: 175,438 shares; 2025Q3: 254,751 shares; 2025Q4: 264,539 shares; 2026Q1: 240,951 shares; 2026Q2: 311,667 shares 311,667 $25.8M 0.09% +70,716 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,051 shares; 2024Q4: 793,869 shares; 2025Q1: 760,179 shares; 2025Q2: 790,976 shares; 2025Q3: 794,732 shares; 2025Q4: 798,969 shares; 2026Q1: 846,394 shares; 2026Q2: 886,785 shares 886,785 $25.7M 0.09% +40,391 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,906 shares; 2024Q4: 25,844 shares; 2025Q1: 33,645 shares; 2025Q2: 49,812 shares; 2025Q3: 65,460 shares; 2025Q4: 66,307 shares; 2026Q1: 69,248 shares; 2026Q2: 74,326 shares 74,326 $25.4M 0.09% +5,078 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,188 shares; 2024Q4: 156,005 shares; 2025Q1: 172,338 shares; 2025Q2: 188,504 shares; 2025Q3: 187,432 shares; 2025Q4: 187,571 shares; 2026Q1: 167,379 shares; 2026Q2: 149,128 shares 149,128 $25.3M 0.09% -18,251 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: 21,165 shares; 2024Q4: 20,460 shares; 2025Q1: 27,047 shares; 2025Q2: 28,348 shares; 2025Q3: 42,022 shares; 2025Q4: 42,333 shares; 2026Q1: 38,948 shares; 2026Q2: 49,622 shares 49,622 $25.3M 0.09% +10,674 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,506 shares; 2024Q4: 11,354 shares; 2025Q1: not reported; 2025Q2: 56,991 shares; 2025Q3: 141,847 shares; 2025Q4: 145,087 shares; 2026Q1: 416,296 shares; 2026Q2: 493,360 shares 493,360 $25.2M 0.09% +77,064 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,050 shares; 2025Q3: 173,740 shares; 2025Q4: 177,461 shares; 2026Q1: 476,275 shares; 2026Q2: 551,592 shares 551,592 $25.1M 0.09% +75,317 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: 25,858 shares; 2024Q4: 137,801 shares; 2025Q1: 173,649 shares; 2025Q2: 83,906 shares; 2025Q3: 116,534 shares; 2025Q4: 118,025 shares; 2026Q1: 98,082 shares; 2026Q2: 178,527 shares 178,527 $25M 0.09% +80,445 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,895 shares; 2025Q3: 145,382 shares; 2025Q4: 148,461 shares; 2026Q1: 380,867 shares; 2026Q2: 433,145 shares 433,145 $25M 0.09% +52,278 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: 950,731 shares; 2024Q4: 776,419 shares; 2025Q1: 712,682 shares; 2025Q2: 662,910 shares; 2025Q3: 683,497 shares; 2025Q4: 685,400 shares; 2026Q1: 324,037 shares; 2026Q2: 334,405 shares 334,405 $24.4M 0.09% +10,368 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: 124,948 shares; 2024Q4: 114,356 shares; 2025Q1: 114,033 shares; 2025Q2: 107,828 shares; 2025Q3: 267,969 shares; 2025Q4: 274,347 shares; 2026Q1: 249,200 shares; 2026Q2: 251,132 shares 251,132 $24.2M 0.09% +1,932 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: 64,295 shares; 2024Q4: 30,269 shares; 2025Q1: 63,699 shares; 2025Q2: 62,771 shares; 2025Q3: 116,999 shares; 2025Q4: 118,064 shares; 2026Q1: 85,463 shares; 2026Q2: 90,717 shares 90,717 $23.6M 0.08% +5,254 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: 89,528 shares; 2024Q4: 89,914 shares; 2025Q1: 89,002 shares; 2025Q2: 96,129 shares; 2025Q3: 100,469 shares; 2025Q4: 103,813 shares; 2026Q1: 99,483 shares; 2026Q2: 99,618 shares 99,618 $23.6M 0.08% +135 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: 118,965 shares; 2024Q4: 127,489 shares; 2025Q1: 154,679 shares; 2025Q2: 166,556 shares; 2025Q3: 231,368 shares; 2025Q4: 232,205 shares; 2026Q1: 245,190 shares; 2026Q2: 229,918 shares 229,918 $23.5M 0.08% -15,272 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,860 shares; 2024Q4: 13,248 shares; 2025Q1: 14,423 shares; 2025Q2: 16,434 shares; 2025Q3: 17,053 shares; 2025Q4: 29,537 shares; 2026Q1: 55,051 shares; 2026Q2: 54,284 shares 54,284 $23.4M 0.08% -767 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553,120 shares; 2026Q1: 509,845 shares; 2026Q2: 507,486 shares 507,486 $23.4M 0.08% -2,359 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,846 shares; 2024Q4: 11,573 shares; 2025Q1: not reported; 2025Q2: 51,018 shares; 2025Q3: 177,056 shares; 2025Q4: 180,857 shares; 2026Q1: 485,803 shares; 2026Q2: 563,558 shares 563,558 $23.3M 0.08% +77,755 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: 7,273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares; 2026Q1: 5,160 shares; 2026Q2: 10,218 shares 10,218 $23.2M 0.08% +5,058 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: 68,795 shares; 2024Q4: 53,145 shares; 2025Q1: 57,309 shares; 2025Q2: 62,773 shares; 2025Q3: 65,196 shares; 2025Q4: 64,967 shares; 2026Q1: 59,713 shares; 2026Q2: 56,811 shares 56,811 $22.6M 0.08% -2,902 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,399 shares; 2024Q4: 31,606 shares; 2025Q1: 34,232 shares; 2025Q2: 45,822 shares; 2025Q3: 53,695 shares; 2025Q4: 53,597 shares; 2026Q1: 43,511 shares; 2026Q2: 45,347 shares 45,347 $22.5M 0.08% +1,836 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: 42,559 shares; 2024Q4: 2,472,229 shares; 2025Q1: 2,698,795 shares; 2025Q2: 519,330 shares; 2025Q3: 2,476,025 shares; 2025Q4: 3,173,962 shares; 2026Q1: 3,114,183 shares; 2026Q2: 665,083 shares 665,083 $22.5M 0.08% -2,449,100 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: 70,208 shares; 2024Q4: 76,890 shares; 2025Q1: 83,085 shares; 2025Q2: 115,504 shares; 2025Q3: 124,523 shares; 2025Q4: 126,847 shares; 2026Q1: 118,698 shares; 2026Q2: 123,240 shares 123,240 $22.5M 0.08% +4,542 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: 190,139 shares; 2024Q4: 179,414 shares; 2025Q1: 152,745 shares; 2025Q2: 157,887 shares; 2025Q3: 178,722 shares; 2025Q4: 173,782 shares; 2026Q1: 158,191 shares; 2026Q2: 142,949 shares 142,949 $22.4M 0.08% -15,242 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,703 shares; 2024Q4: 27,664 shares; 2025Q1: 21,234 shares; 2025Q2: 11,278 shares; 2025Q3: 35,309 shares; 2025Q4: 38,400 shares; 2026Q1: 29,287 shares; 2026Q2: 34,896 shares 34,896 $22.3M 0.08% +5,609 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: 79,611 shares; 2024Q4: 125,243 shares; 2025Q1: 129,408 shares; 2025Q2: 126,075 shares; 2025Q3: 180,422 shares; 2025Q4: 180,350 shares; 2026Q1: 159,627 shares; 2026Q2: 154,770 shares 154,770 $22.2M 0.08% -4,857 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 716,286 shares 716,286 $22.1M 0.08% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,537 shares; 2024Q4: 4,987 shares; 2025Q1: not reported; 2025Q2: 21,818 shares; 2025Q3: 49,106 shares; 2025Q4: 50,156 shares; 2026Q1: 103,359 shares; 2026Q2: 108,874 shares 108,874 $22M 0.08% +5,515 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,812 shares; 2024Q4: 136,153 shares; 2025Q1: 143,873 shares; 2025Q2: 143,077 shares; 2025Q3: 149,289 shares; 2025Q4: 149,882 shares; 2026Q1: 149,982 shares; 2026Q2: 141,936 shares 141,936 $21.9M 0.08% -8,046 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: 21,527 shares; 2024Q4: 24,461 shares; 2025Q1: 32,480 shares; 2025Q2: 34,415 shares; 2025Q3: 43,684 shares; 2025Q4: 44,094 shares; 2026Q1: 39,978 shares; 2026Q2: 43,094 shares 43,094 $21.6M 0.08% +3,116 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: 31,173 shares; 2024Q4: 58,311 shares; 2025Q1: 70,321 shares; 2025Q2: 50,112 shares; 2025Q3: 469,380 shares; 2025Q4: 476,128 shares; 2026Q1: 366,585 shares; 2026Q2: 374,702 shares 374,702 $21.6M 0.08% +8,117 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409,718 shares; 2025Q3: 419,535 shares; 2025Q4: 419,576 shares; 2026Q1: 417,249 shares; 2026Q2: 413,613 shares 413,613 $21.3M 0.08% -3,636 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 2,425 shares; 2025Q1: 4,091 shares; 2025Q2: 9,839 shares; 2025Q3: 11,391 shares; 2025Q4: 11,408 shares; 2026Q1: 18,936 shares; 2026Q2: 20,426 shares 20,426 $21.3M 0.08% +1,490 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: 428,657 shares; 2024Q4: 345,944 shares; 2025Q1: 377,369 shares; 2025Q2: 159,053 shares; 2025Q3: 212,546 shares; 2025Q4: 209,171 shares; 2026Q1: 201,309 shares; 2026Q2: 219,842 shares 219,842 $21.3M 0.08% +18,533 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,957 shares; 2025Q3: 112,169 shares; 2025Q4: 114,484 shares; 2026Q1: 293,507 shares; 2026Q2: 337,130 shares 337,130 $21.2M 0.08% +43,623 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: 5,725 shares; 2024Q4: 7,705 shares; 2025Q1: 10,588 shares; 2025Q2: 12,070 shares; 2025Q3: 14,683 shares; 2025Q4: 14,725 shares; 2026Q1: 10,465 shares; 2026Q2: 10,490 shares 10,490 $20.9M 0.07% +25 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: 109,585 shares; 2024Q4: 116,898 shares; 2025Q1: 129,220 shares; 2025Q2: 130,966 shares; 2025Q3: 143,896 shares; 2025Q4: 142,512 shares; 2026Q1: 126,201 shares; 2026Q2: 125,795 shares 125,795 $20.8M 0.07% -406 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 3,178 shares; 2025Q4: 3,185 shares; 2026Q1: 925,999 shares; 2026Q2: 416,123 shares 416,123 $20.8M 0.07% -509,876 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: 289,931 shares; 2024Q4: 278,731 shares; 2025Q1: 259,063 shares; 2025Q2: 26,705 shares; 2025Q3: 266,473 shares; 2025Q4: 270,676 shares; 2026Q1: 251,081 shares; 2026Q2: 247,293 shares 247,293 $20.7M 0.07% -3,788 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 71,669 shares; 2025Q1: 73,816 shares; 2025Q2: 60,600 shares; 2025Q3: 65,432 shares; 2025Q4: 65,616 shares; 2026Q1: 67,819 shares; 2026Q2: 69,194 shares 69,194 $20.5M 0.07% +1,375 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442,596 shares; 2025Q4: 442,906 shares; 2026Q1: 457,898 shares; 2026Q2: 438,912 shares 438,912 $20.3M 0.07% -18,986 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: 4,014 shares; 2024Q4: 32,822 shares; 2025Q1: 43,115 shares; 2025Q2: not reported; 2025Q3: 1,183,407 shares; 2025Q4: 1,200,142 shares; 2026Q1: 642,572 shares; 2026Q2: 633,855 shares 633,855 $20.1M 0.07% -8,717 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,344 shares; 2024Q4: 20,593 shares; 2025Q1: 20,375 shares; 2025Q2: 47,753 shares; 2025Q3: 69,196 shares; 2025Q4: 69,197 shares; 2026Q1: 86,617 shares; 2026Q2: 84,034 shares 84,034 $20.1M 0.07% -2,583 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,688 shares; 2024Q4: 31,848 shares; 2025Q1: 31,677 shares; 2025Q2: 102,379 shares; 2025Q3: 183,231 shares; 2025Q4: 184,848 shares; 2026Q1: 118,816 shares; 2026Q2: 183,104 shares 183,104 $20M 0.07% +64,288 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: 27,846 shares; 2024Q4: 31,412 shares; 2025Q1: 88,292 shares; 2025Q2: 97,048 shares; 2025Q3: 165,927 shares; 2025Q4: 165,937 shares; 2026Q1: 113,115 shares; 2026Q2: 112,543 shares 112,543 $19.9M 0.07% -572 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,737 shares; 2024Q4: 17,327 shares; 2025Q1: 19,031 shares; 2025Q2: 14,816 shares; 2025Q3: 109,912 shares; 2025Q4: 109,914 shares; 2026Q1: 103,690 shares; 2026Q2: 109,018 shares 109,018 $19.4M 0.07% +5,328 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,074 shares; 2024Q4: 63,754 shares; 2025Q1: 69,646 shares; 2025Q2: 66,810 shares; 2025Q3: 121,221 shares; 2025Q4: 123,364 shares; 2026Q1: 120,592 shares; 2026Q2: 153,825 shares 153,825 $19.4M 0.07% +33,233 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,747 shares; 2024Q4: 150,169 shares; 2025Q1: 163,646 shares; 2025Q2: 162,770 shares; 2025Q3: 182,911 shares; 2025Q4: 209,032 shares; 2026Q1: 243,199 shares; 2026Q2: 245,428 shares 245,428 $18.8M 0.07% +2,229 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,739 shares; 2024Q4: 42,280 shares; 2025Q1: 50,214 shares; 2025Q2: 86,765 shares; 2025Q3: 105,921 shares; 2025Q4: 105,149 shares; 2026Q1: 110,472 shares; 2026Q2: 111,013 shares 111,013 $18.6M 0.07% +541 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED 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: 385,593 shares 385,593 $18.6M 0.07% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,266 shares; 2024Q4: 35,978 shares; 2025Q1: 62,297 shares; 2025Q2: 62,018 shares; 2025Q3: 221,514 shares; 2025Q4: 221,676 shares; 2026Q1: 186,615 shares; 2026Q2: 193,475 shares 193,475 $18.6M 0.07% +6,860 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,308 shares; 2024Q4: 38,975 shares; 2025Q1: 44,349 shares; 2025Q2: 49,196 shares; 2025Q3: 69,361 shares; 2025Q4: 75,910 shares; 2026Q1: 79,964 shares; 2026Q2: 81,934 shares 81,934 $18.5M 0.07% +1,970 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: 260,366 shares; 2024Q4: 271,749 shares; 2025Q1: 373,153 shares; 2025Q2: 364,522 shares; 2025Q3: 278,510 shares; 2025Q4: 461,047 shares; 2026Q1: 390,723 shares; 2026Q2: 402,420 shares 402,420 $18.2M 0.07% +11,697 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: 58,626 shares; 2024Q4: 54,574 shares; 2025Q1: 58,758 shares; 2025Q2: 59,184 shares; 2025Q3: 56,428 shares; 2025Q4: 56,710 shares; 2026Q1: 25,815 shares; 2026Q2: 27,384 shares 27,384 $18M 0.06% +1,569 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,246 shares; 2025Q2: 3,828 shares; 2025Q3: 234,476 shares; 2025Q4: 239,662 shares; 2026Q1: 255,766 shares; 2026Q2: 265,663 shares 265,663 $17.9M 0.06% +9,897 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: 37,392 shares; 2024Q4: 39,518 shares; 2025Q1: 48,546 shares; 2025Q2: 38,792 shares; 2025Q3: 44,987 shares; 2025Q4: 47,260 shares; 2026Q1: 55,883 shares; 2026Q2: 238,011 shares 238,011 $17.7M 0.06% +182,128 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: 288,602 shares; 2024Q4: 275,129 shares; 2025Q1: 304,880 shares; 2025Q2: 302,785 shares; 2025Q3: 344,921 shares; 2025Q4: 340,903 shares; 2026Q1: 341,142 shares; 2026Q2: 417,522 shares 417,522 $17.7M 0.06% +76,380 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: 19,556 shares; 2024Q4: 17,634 shares; 2025Q1: 23,498 shares; 2025Q2: 31,109 shares; 2025Q3: 31,965 shares; 2025Q4: 33,509 shares; 2026Q1: 77,363 shares; 2026Q2: 202,981 shares 202,981 $17.6M 0.06% +125,618 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,574 shares; 2024Q4: 8,624 shares; 2025Q1: 9,713 shares; 2025Q2: 79,061 shares; 2025Q3: 146,675 shares; 2025Q4: 149,869 shares; 2026Q1: 304,868 shares; 2026Q2: 356,624 shares 356,624 $17.6M 0.06% +51,756 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: 137,367 shares; 2024Q4: 145,742 shares; 2025Q1: 145,486 shares; 2025Q2: 185,434 shares; 2025Q3: 157,139 shares; 2025Q4: 156,007 shares; 2026Q1: 183,400 shares; 2026Q2: 182,318 shares 182,318 $17.6M 0.06% -1,082 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: 132,651 shares; 2024Q4: 143,440 shares; 2025Q1: 168,172 shares; 2025Q2: 223,507 shares; 2025Q3: 255,955 shares; 2025Q4: 253,803 shares; 2026Q1: 204,088 shares; 2026Q2: 192,975 shares 192,975 $17.5M 0.06% -11,113 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,981 shares; 2024Q4: 628,128 shares; 2025Q1: 544,523 shares; 2025Q2: 544,725 shares; 2025Q3: 645,875 shares; 2025Q4: 690,664 shares; 2026Q1: 635,214 shares; 2026Q2: 622,733 shares 622,733 $17.2M 0.06% -12,481 Timeline TEND 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: 55,093 shares; 2026Q1: 6,967,513 shares; 2026Q2: 629,089 shares 629,089 $17.1M 0.06% -6,338,424 Timeline ZTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,354 shares; 2024Q4: 309,180 shares; 2025Q1: 346,574 shares; 2025Q2: 368,182 shares; 2025Q3: 365,824 shares; 2025Q4: 365,824 shares; 2026Q1: 364,739 shares; 2026Q2: 339,685 shares 339,685 $17.1M 0.06% -25,054 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,678 shares; 2024Q4: 140,215 shares; 2025Q1: 208,465 shares; 2025Q2: 229,649 shares; 2025Q3: 247,877 shares; 2025Q4: 245,358 shares; 2026Q1: 243,684 shares; 2026Q2: 252,533 shares 252,533 $16.8M 0.06% +8,849 Timeline VAW 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: 42,624 shares; 2024Q4: 43,416 shares; 2025Q1: 44,902 shares; 2025Q2: 46,118 shares; 2025Q3: 70,760 shares; 2025Q4: 69,327 shares; 2026Q1: 72,773 shares; 2026Q2: 72,611 shares 72,611 $16.6M 0.06% -162 Timeline ZTRE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,523 shares; 2024Q4: 382,643 shares; 2025Q1: 363,922 shares; 2025Q2: 371,469 shares; 2025Q3: 369,252 shares; 2025Q4: 369,252 shares; 2026Q1: 349,669 shares; 2026Q2: 325,862 shares 325,862 $16.5M 0.06% -23,807 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,381 shares; 2024Q4: 51,544 shares; 2025Q1: 112,186 shares; 2025Q2: 139,217 shares; 2025Q3: 213,157 shares; 2025Q4: 217,409 shares; 2026Q1: 181,767 shares; 2026Q2: 228,189 shares 228,189 $16.5M 0.06% +46,422 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,558 shares; 2024Q4: 88,356 shares; 2025Q1: 87,968 shares; 2025Q2: 107,247 shares; 2025Q3: 112,686 shares; 2025Q4: 113,206 shares; 2026Q1: 101,349 shares; 2026Q2: 104,539 shares 104,539 $16.3M 0.06% +3,190 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: 36,746 shares; 2024Q4: 37,799 shares; 2025Q1: 33,365 shares; 2025Q2: 52,523 shares; 2025Q3: 48,763 shares; 2025Q4: 48,215 shares; 2026Q1: 178,162 shares; 2026Q2: 177,031 shares 177,031 $16.2M 0.06% -1,131 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: 246,251 shares; 2024Q4: 219,818 shares; 2025Q1: 222,190 shares; 2025Q2: 218,855 shares; 2025Q3: 212,358 shares; 2025Q4: 212,630 shares; 2026Q1: 208,510 shares; 2026Q2: 179,395 shares 179,395 $16.2M 0.06% -29,115 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: 14,028 shares; 2024Q4: 14,341 shares; 2025Q1: 22,107 shares; 2025Q2: 23,717 shares; 2025Q3: 35,039 shares; 2025Q4: 34,727 shares; 2026Q1: 30,530 shares; 2026Q2: 31,114 shares 31,114 $16.1M 0.06% +584 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,568 shares; 2024Q4: 8,114 shares; 2025Q1: 8,684 shares; 2025Q2: 8,451 shares; 2025Q3: 8,865 shares; 2025Q4: 13,767 shares; 2026Q1: 30,718 shares; 2026Q2: 32,621 shares 32,621 $16M 0.06% +1,903 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,590 shares; 2024Q4: 6,267 shares; 2025Q1: 6,283 shares; 2025Q2: 15,166 shares; 2025Q3: 15,361 shares; 2025Q4: 15,801 shares; 2026Q1: 14,551 shares; 2026Q2: 14,111 shares 14,111 $16M 0.06% -440 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,586 shares; 2024Q4: 12,748 shares; 2025Q1: 12,763 shares; 2025Q2: 12,751 shares; 2025Q3: 12,838 shares; 2025Q4: 19,732 shares; 2026Q1: 44,013 shares; 2026Q2: 36,301 shares 36,301 $15.9M 0.06% -7,712 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505,494 shares; 2026Q1: 496,324 shares; 2026Q2: 172,098 shares 172,098 $15.8M 0.06% -324,226 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: 77,109 shares; 2024Q4: 78,139 shares; 2025Q1: 84,942 shares; 2025Q2: 83,595 shares; 2025Q3: 95,097 shares; 2025Q4: 96,299 shares; 2026Q1: 104,003 shares; 2026Q2: 163,484 shares 163,484 $15.6M 0.06% +59,481 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,409 shares; 2024Q4: 132,441 shares; 2025Q1: 102,760 shares; 2025Q2: 142,392 shares; 2025Q3: 238,895 shares; 2025Q4: 228,441 shares; 2026Q1: 207,506 shares; 2026Q2: 224,336 shares 224,336 $15.3M 0.05% +16,830 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: 51,297 shares; 2024Q4: 63,363 shares; 2025Q1: 48,097 shares; 2025Q2: 210,130 shares; 2025Q3: 352,801 shares; 2025Q4: 352,897 shares; 2026Q1: 287,338 shares; 2026Q2: 288,431 shares 288,431 $15.3M 0.05% +1,093 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: 138,778 shares; 2024Q4: 187,387 shares; 2025Q1: 171,908 shares; 2025Q2: 138,891 shares; 2025Q3: 140,393 shares; 2025Q4: 138,638 shares; 2026Q1: 136,015 shares; 2026Q2: 142,258 shares 142,258 $15.3M 0.05% +6,243 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: 5,390 shares; 2024Q4: 28,375 shares; 2025Q1: 30,676 shares; 2025Q2: 17,647 shares; 2025Q3: 23,268 shares; 2025Q4: 26,124 shares; 2026Q1: 20,363 shares; 2026Q2: 20,033 shares 20,033 $15.3M 0.05% -330 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: 41,062 shares; 2024Q4: 129,913 shares; 2025Q1: 126,366 shares; 2025Q2: 123,306 shares; 2025Q3: 187,483 shares; 2025Q4: 189,542 shares; 2026Q1: 248,772 shares; 2026Q2: 251,610 shares 251,610 $15.3M 0.05% +2,838 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,532 shares; 2026Q1: 546,601 shares; 2026Q2: 614,522 shares 614,522 $15.2M 0.05% +67,921 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,688 shares; 2024Q4: 49,891 shares; 2025Q1: 75,934 shares; 2025Q2: 110,101 shares; 2025Q3: 153,081 shares; 2025Q4: 153,258 shares; 2026Q1: 122,776 shares; 2026Q2: 123,037 shares 123,037 $15.1M 0.05% +261 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: 2,748 shares; 2024Q4: 2,546 shares; 2025Q1: 5,910 shares; 2025Q2: 6,260 shares; 2025Q3: 11,019 shares; 2025Q4: 10,285 shares; 2026Q1: 7,990 shares; 2026Q2: 135,505 shares 135,505 $15.1M 0.05% +127,515 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,875 shares; 2024Q4: 145,810 shares; 2025Q1: 148,674 shares; 2025Q2: 261,078 shares; 2025Q3: 445,747 shares; 2025Q4: 450,761 shares; 2026Q1: 432,733 shares; 2026Q2: 416,410 shares 416,410 $15M 0.05% -16,323 Timeline VPU 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: 27,740 shares; 2024Q4: 28,972 shares; 2025Q1: 28,750 shares; 2025Q2: 31,623 shares; 2025Q3: 66,318 shares; 2025Q4: 70,379 shares; 2026Q1: 73,090 shares; 2026Q2: 76,673 shares 76,673 $15M 0.05% +3,583 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,142 shares; 2024Q4: 196,394 shares; 2025Q1: 202,013 shares; 2025Q2: 199,773 shares; 2025Q3: 252,902 shares; 2025Q4: 254,694 shares; 2026Q1: 196,388 shares; 2026Q2: 407,351 shares 407,351 $15M 0.05% +210,963 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: 367,155 shares; 2024Q4: 358,294 shares; 2025Q1: 285,156 shares; 2025Q2: 253,122 shares; 2025Q3: 259,449 shares; 2025Q4: 264,039 shares; 2026Q1: 264,128 shares; 2026Q2: 294,870 shares 294,870 $14.9M 0.05% +30,742 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,320 shares; 2024Q4: 26,377 shares; 2025Q1: 21,740 shares; 2025Q2: 20,184 shares; 2025Q3: 26,450 shares; 2025Q4: 26,520 shares; 2026Q1: 30,512 shares; 2026Q2: 30,820 shares 30,820 $14.9M 0.05% +308 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,136 shares; 2024Q4: 27,560 shares; 2025Q1: 37,503 shares; 2025Q2: 39,113 shares; 2025Q3: 40,408 shares; 2025Q4: 40,105 shares; 2026Q1: 44,580 shares; 2026Q2: 43,179 shares 43,179 $14.9M 0.05% -1,401 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: 49,814 shares; 2024Q4: 35,323 shares; 2025Q1: 34,277 shares; 2025Q2: 48,915 shares; 2025Q3: 52,615 shares; 2025Q4: 52,426 shares; 2026Q1: 46,877 shares; 2026Q2: 46,856 shares 46,856 $14.8M 0.05% -21 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,817 shares; 2024Q4: 52,508 shares; 2025Q1: 80,674 shares; 2025Q2: 77,013 shares; 2025Q3: 94,339 shares; 2025Q4: 95,114 shares; 2026Q1: 75,083 shares; 2026Q2: 77,419 shares 77,419 $14.8M 0.05% +2,336 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: 43,751 shares; 2024Q4: 82,459 shares; 2025Q1: 84,095 shares; 2025Q2: 58,774 shares; 2025Q3: 63,792 shares; 2025Q4: 64,562 shares; 2026Q1: 53,708 shares; 2026Q2: 54,058 shares 54,058 $14.7M 0.05% +350 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,576 shares; 2024Q4: 129,357 shares; 2025Q1: 87,848 shares; 2025Q2: 93,458 shares; 2025Q3: 97,363 shares; 2025Q4: 101,528 shares; 2026Q1: 108,067 shares; 2026Q2: 107,553 shares 107,553 $14.7M 0.05% -514 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: 696,804 shares; 2024Q4: 703,602 shares; 2025Q1: 737,545 shares; 2025Q2: 720,983 shares; 2025Q3: 315,747 shares; 2025Q4: 329,743 shares; 2026Q1: 290,350 shares; 2026Q2: 273,760 shares 273,760 $14.7M 0.05% -16,590 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,273 shares; 2024Q4: 92,950 shares; 2025Q1: 61,347 shares; 2025Q2: 64,089 shares; 2025Q3: 70,556 shares; 2025Q4: 73,897 shares; 2026Q1: 82,662 shares; 2026Q2: 81,566 shares 81,566 $14.6M 0.05% -1,096 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: 179,623 shares; 2024Q4: 175,134 shares; 2025Q1: 162,841 shares; 2025Q2: 148,155 shares; 2025Q3: 153,179 shares; 2025Q4: 159,724 shares; 2026Q1: 163,977 shares; 2026Q2: 197,919 shares 197,919 $14.5M 0.05% +33,942 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,595 shares; 2024Q4: 353,577 shares; 2025Q1: 361,855 shares; 2025Q2: 588,315 shares; 2025Q3: 624,061 shares; 2025Q4: 616,960 shares; 2026Q1: 632,530 shares; 2026Q2: 776,654 shares 776,654 $14.4M 0.05% +144,124 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: 74,261 shares; 2024Q4: 72,241 shares; 2025Q1: 82,273 shares; 2025Q2: 80,735 shares; 2025Q3: 90,677 shares; 2025Q4: 90,708 shares; 2026Q1: 48,142 shares; 2026Q2: 47,903 shares 47,903 $14.3M 0.05% -239 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,490 shares; 2024Q4: 147,235 shares; 2025Q1: 282,329 shares; 2025Q2: 319,096 shares; 2025Q3: 376,215 shares; 2025Q4: 379,673 shares; 2026Q1: 568,737 shares; 2026Q2: 555,766 shares 555,766 $14.2M 0.05% -12,971 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: 32,067 shares; 2024Q4: 55,395 shares; 2025Q1: 64,153 shares; 2025Q2: 73,332 shares; 2025Q3: 123,125 shares; 2025Q4: 153,641 shares; 2026Q1: 137,874 shares; 2026Q2: 119,661 shares 119,661 $14.2M 0.05% -18,213 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,725 shares; 2024Q4: 49,609 shares; 2025Q1: 168,660 shares; 2025Q2: 185,542 shares; 2025Q3: 204,122 shares; 2025Q4: 220,660 shares; 2026Q1: 559,021 shares; 2026Q2: 550,670 shares 550,670 $14.1M 0.05% -8,351 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,026 shares; 2025Q3: 158,258 shares; 2025Q4: 161,913 shares; 2026Q1: 430,674 shares; 2026Q2: 499,581 shares 499,581 $14.1M 0.05% +68,907 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: 14,984 shares; 2024Q4: 17,416 shares; 2025Q1: 17,473 shares; 2025Q2: 24,981 shares; 2025Q3: 132,884 shares; 2025Q4: 134,959 shares; 2026Q1: 153,512 shares; 2026Q2: 154,171 shares 154,171 $14M 0.05% +659 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,333 shares; 2024Q4: 142,076 shares; 2025Q1: 278,829 shares; 2025Q2: 316,178 shares; 2025Q3: 364,802 shares; 2025Q4: 367,947 shares; 2026Q1: 560,542 shares; 2026Q2: 547,234 shares 547,234 $13.9M 0.05% -13,308 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,660 shares; 2024Q4: 5,661 shares; 2025Q1: 10,812 shares; 2025Q2: 21,299 shares; 2025Q3: 46,972 shares; 2025Q4: 343,011 shares; 2026Q1: 383,462 shares; 2026Q2: 211,669 shares 211,669 $13.9M 0.05% -171,793 Timeline JMST 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: 111,652 shares; 2025Q1: 290,330 shares; 2025Q2: 330,535 shares; 2025Q3: 303,824 shares; 2025Q4: 283,816 shares; 2026Q1: 279,354 shares; 2026Q2: 268,691 shares 268,691 $13.7M 0.05% -10,663 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,488 shares; 2025Q3: 62,249 shares; 2025Q4: 63,646 shares; 2026Q1: 163,571 shares; 2026Q2: 187,791 shares 187,791 $13.2M 0.05% +24,220 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: 196,244 shares; 2024Q4: 193,528 shares; 2025Q1: 191,281 shares; 2025Q2: 195,672 shares; 2025Q3: 202,318 shares; 2025Q4: 170,264 shares; 2026Q1: 165,121 shares; 2026Q2: 173,939 shares 173,939 $13.1M 0.05% +8,818 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: 40,381 shares; 2024Q4: 96,097 shares; 2025Q1: 94,791 shares; 2025Q2: 52,514 shares; 2025Q3: 59,257 shares; 2025Q4: 59,559 shares; 2026Q1: 56,122 shares; 2026Q2: 60,199 shares 60,199 $13M 0.05% +4,077 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,555 shares; 2024Q4: 53,673 shares; 2025Q1: 52,216 shares; 2025Q2: 52,821 shares; 2025Q3: 54,435 shares; 2025Q4: 61,361 shares; 2026Q1: 56,922 shares; 2026Q2: 51,502 shares 51,502 $13M 0.05% -5,420 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: 90,224 shares; 2024Q4: 71,600 shares; 2025Q1: 82,643 shares; 2025Q2: 84,038 shares; 2025Q3: 86,821 shares; 2025Q4: 86,947 shares; 2026Q1: 72,008 shares; 2026Q2: 79,669 shares 79,669 $12.6M 0.05% +7,661 Timeline XTAP 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: 278,558 shares; 2026Q1: 278,448 shares; 2026Q2: 277,373 shares 277,373 $12.6M 0.04% -1,075 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719,912 shares; 2024Q4: 884,677 shares; 2025Q1: 710,685 shares; 2025Q2: 698,994 shares; 2025Q3: 700,047 shares; 2025Q4: 712,060 shares; 2026Q1: 696,445 shares; 2026Q2: 603,204 shares 603,204 $12.6M 0.04% -93,241 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,038 shares; 2024Q4: 206,689 shares; 2025Q1: 245,903 shares; 2025Q2: 267,187 shares; 2025Q3: 286,622 shares; 2025Q4: 272,685 shares; 2026Q1: 55,819 shares; 2026Q2: 95,412 shares 95,412 $12.5M 0.04% +39,593 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: 633,983 shares; 2024Q4: 585,772 shares; 2025Q1: 584,696 shares; 2025Q2: 428,096 shares; 2025Q3: 512,634 shares; 2025Q4: 510,680 shares; 2026Q1: 436,936 shares; 2026Q2: 599,686 shares 599,686 $12.4M 0.04% +162,750 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,893 shares; 2024Q4: 193,610 shares; 2025Q1: 179,917 shares; 2025Q2: 176,268 shares; 2025Q3: 179,038 shares; 2025Q4: 187,718 shares; 2026Q1: 189,648 shares; 2026Q2: 162,410 shares 162,410 $12.4M 0.04% -27,238 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: 30,913 shares; 2024Q4: 33,136 shares; 2025Q1: 37,917 shares; 2025Q2: 45,835 shares; 2025Q3: 53,931 shares; 2025Q4: 56,870 shares; 2026Q1: 61,891 shares; 2026Q2: 95,906 shares 95,906 $12.1M 0.04% +34,015 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,492 shares; 2024Q4: 320,094 shares; 2025Q1: 237,521 shares; 2025Q2: 178,606 shares; 2025Q3: 160,665 shares; 2025Q4: 149,425 shares; 2026Q1: 117,929 shares; 2026Q2: 103,271 shares 103,271 $12.1M 0.04% -14,658 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: 13,897 shares; 2024Q4: 14,494 shares; 2025Q1: 13,363 shares; 2025Q2: 16,698 shares; 2025Q3: 16,934 shares; 2025Q4: 17,067 shares; 2026Q1: 15,443 shares; 2026Q2: 16,967 shares 16,967 $12.1M 0.04% +1,524 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,014 shares; 2025Q1: 29,880 shares; 2025Q2: 32,454 shares; 2025Q3: 60,577 shares; 2025Q4: 61,043 shares; 2026Q1: 42,045 shares; 2026Q2: 44,559 shares 44,559 $12M 0.04% +2,514 Timeline IAT 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: 190,938 shares; 2026Q2: 190,193 shares 190,193 $11.8M 0.04% -745 Timeline VGSH 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: 5,121 shares; 2024Q4: 51,463 shares; 2025Q1: 51,055 shares; 2025Q2: 86,966 shares; 2025Q3: 77,133 shares; 2025Q4: 447,410 shares; 2026Q1: 440,484 shares; 2026Q2: 203,163 shares 203,163 $11.8M 0.04% -237,321 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: 14,228 shares; 2024Q4: 12,937 shares; 2025Q1: 6,818 shares; 2025Q2: 13,457 shares; 2025Q3: 17,336 shares; 2025Q4: 18,297 shares; 2026Q1: 18,593 shares; 2026Q2: 22,532 shares 22,532 $11.8M 0.04% +3,939 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,983 shares; 2024Q4: 70,119 shares; 2025Q1: 92,755 shares; 2025Q2: 42,419 shares; 2025Q3: 70,426 shares; 2025Q4: 71,555 shares; 2026Q1: 49,880 shares; 2026Q2: 50,575 shares 50,575 $11.5M 0.04% +695 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,301 shares; 2024Q4: 235,247 shares; 2025Q1: 228,155 shares; 2025Q2: 228,170 shares; 2025Q3: 231,572 shares; 2025Q4: 231,649 shares; 2026Q1: 186,806 shares; 2026Q2: 152,649 shares 152,649 $11.4M 0.04% -34,157 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,543 shares; 2024Q4: 73,564 shares; 2025Q1: 74,683 shares; 2025Q2: 72,871 shares; 2025Q3: 71,265 shares; 2025Q4: 73,627 shares; 2026Q1: 285,197 shares; 2026Q2: 274,269 shares 274,269 $11.4M 0.04% -10,928 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: not reported; 2024Q4: 6,323 shares; 2025Q1: 6,531 shares; 2025Q2: not reported; 2025Q3: 346,385 shares; 2025Q4: 340,828 shares; 2026Q1: 253,975 shares; 2026Q2: 241,400 shares 241,400 $11.3M 0.04% -12,575 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: 60,521 shares; 2024Q4: 73,951 shares; 2025Q1: 74,195 shares; 2025Q2: 76,453 shares; 2025Q3: 72,188 shares; 2025Q4: 77,606 shares; 2026Q1: 78,016 shares; 2026Q2: 410,680 shares 410,680 $11.3M 0.04% +332,664 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: 55,402 shares; 2024Q4: 32,008 shares; 2025Q1: 30,478 shares; 2025Q2: 29,499 shares; 2025Q3: 47,135 shares; 2025Q4: 49,141 shares; 2026Q1: 58,132 shares; 2026Q2: 50,821 shares 50,821 $11.2M 0.04% -7,311 Timeline JMUB 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: 160,481 shares; 2025Q1: 141,448 shares; 2025Q2: 137,910 shares; 2025Q3: 358,072 shares; 2025Q4: 357,403 shares; 2026Q1: 229,526 shares; 2026Q2: 219,313 shares 219,313 $11.1M 0.04% -10,213 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: 11,008 shares; 2024Q4: 11,682 shares; 2025Q1: 14,962 shares; 2025Q2: 11,457 shares; 2025Q3: 15,169 shares; 2025Q4: 389,839 shares; 2026Q1: 385,060 shares; 2026Q2: 141,906 shares 141,906 $10.9M 0.04% -243,154 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: 47,932 shares 47,932 $10.7M 0.04% new 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: 3,041 shares; 2024Q4: 2,215 shares; 2025Q1: 2,450 shares; 2025Q2: 2,129 shares; 2025Q3: 2,629 shares; 2025Q4: 2,647 shares; 2026Q1: 2,100 shares; 2026Q2: 59,709 shares 59,709 $10.6M 0.04% +57,609 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: 48,075 shares 48,075 $10.6M 0.04% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,412 shares; 2025Q3: 164,306 shares; 2025Q4: 165,965 shares; 2026Q1: 96,817 shares; 2026Q2: 103,721 shares 103,721 $10.5M 0.04% +6,904 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,041 shares; 2024Q4: 6,282 shares; 2025Q1: 6,611 shares; 2025Q2: 8,141 shares; 2025Q3: 8,735 shares; 2025Q4: 8,866 shares; 2026Q1: 9,896 shares; 2026Q2: 10,698 shares 10,698 $10.5M 0.04% +802 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: 11,695 shares; 2024Q4: 12,873 shares; 2025Q1: 17,879 shares; 2025Q2: 19,617 shares; 2025Q3: 28,484 shares; 2025Q4: 28,427 shares; 2026Q1: 25,840 shares; 2026Q2: 25,569 shares 25,569 $10.4M 0.04% -271 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,880 shares; 2024Q4: 11,577 shares; 2025Q1: 12,195 shares; 2025Q2: 22,903 shares; 2025Q3: 27,561 shares; 2025Q4: 28,092 shares; 2026Q1: 47,377 shares; 2026Q2: 51,535 shares 51,535 $10.3M 0.04% +4,158 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: 107,119 shares; 2024Q4: 100,006 shares; 2025Q1: 130,111 shares; 2025Q2: 120,878 shares; 2025Q3: 123,539 shares; 2025Q4: 124,511 shares; 2026Q1: 137,087 shares; 2026Q2: 198,019 shares 198,019 $10.3M 0.04% +60,932 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: 40,834 shares; 2024Q4: 63,423 shares; 2025Q1: 60,003 shares; 2025Q2: 59,113 shares; 2025Q3: 60,533 shares; 2025Q4: 59,635 shares; 2026Q1: 59,289 shares; 2026Q2: 61,537 shares 61,537 $10.3M 0.04% +2,248 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: 14,742 shares; 2024Q4: 18,837 shares; 2025Q1: 38,646 shares; 2025Q2: 41,297 shares; 2025Q3: 62,196 shares; 2025Q4: 63,302 shares; 2026Q1: 55,748 shares; 2026Q2: 74,857 shares 74,857 $10.2M 0.04% +19,109 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: 350,989 shares; 2024Q4: 335,424 shares; 2025Q1: 377,117 shares; 2025Q2: 277,163 shares; 2025Q3: 442,916 shares; 2025Q4: 449,675 shares; 2026Q1: 308,133 shares; 2026Q2: 421,273 shares 421,273 $10.1M 0.04% +113,140 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: 14,622 shares; 2024Q4: 14,564 shares; 2025Q1: 15,772 shares; 2025Q2: 15,638 shares; 2025Q3: 16,996 shares; 2025Q4: 20,812 shares; 2026Q1: 19,793 shares; 2026Q2: 19,903 shares 19,903 $10.1M 0.04% +110 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: 205,882 shares; 2024Q4: 208,138 shares; 2025Q1: 80,299 shares; 2025Q2: 78,892 shares; 2025Q3: 63,604 shares; 2025Q4: 65,816 shares; 2026Q1: 59,019 shares; 2026Q2: 54,568 shares 54,568 $10.1M 0.04% -4,451 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: 8,958 shares; 2024Q4: 91,388 shares; 2025Q1: 168,053 shares; 2025Q2: 172,856 shares; 2025Q3: 253,863 shares; 2025Q4: 347,172 shares; 2026Q1: 306,258 shares; 2026Q2: 302,055 shares 302,055 $10.1M 0.04% -4,203 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,578 shares; 2025Q2: 80,578 shares; 2025Q3: 522,481 shares; 2025Q4: 609,442 shares; 2026Q1: 591,197 shares; 2026Q2: 612,339 shares 612,339 $10M 0.04% +21,142 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: 311,833 shares; 2024Q4: 320,734 shares; 2025Q1: 349,410 shares; 2025Q2: 332,625 shares; 2025Q3: 346,481 shares; 2025Q4: 349,776 shares; 2026Q1: 400,245 shares; 2026Q2: 521,197 shares 521,197 $9.99M 0.04% +120,952 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: 21,365 shares; 2024Q4: 42,305 shares; 2025Q1: 63,560 shares; 2025Q2: 60,137 shares; 2025Q3: 100,932 shares; 2025Q4: 102,446 shares; 2026Q1: 70,255 shares; 2026Q2: 73,550 shares 73,550 $9.96M 0.04% +3,295 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: 4,215 shares; 2024Q4: 4,046 shares; 2025Q1: 94,397 shares; 2025Q2: 107,351 shares; 2025Q3: 210,496 shares; 2025Q4: 212,385 shares; 2026Q1: 112,950 shares; 2026Q2: 115,022 shares 115,022 $9.94M 0.04% +2,072 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,409 shares; 2024Q4: 287,967 shares; 2025Q1: 343,200 shares; 2025Q2: 76,581 shares; 2025Q3: 114,180 shares; 2025Q4: 112,198 shares; 2026Q1: 82,522 shares; 2026Q2: 84,136 shares 84,136 $9.9M 0.04% +1,614 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: 22,447 shares; 2024Q4: 25,226 shares; 2025Q1: 45,949 shares; 2025Q2: 75,131 shares; 2025Q3: 112,587 shares; 2025Q4: 117,501 shares; 2026Q1: 91,629 shares; 2026Q2: 86,291 shares 86,291 $9.85M 0.04% -5,338 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: 7,473 shares; 2024Q4: 10,279 shares; 2025Q1: 13,081 shares; 2025Q2: 9,491 shares; 2025Q3: 22,214 shares; 2025Q4: 23,484 shares; 2026Q1: 115,082 shares; 2026Q2: 180,411 shares 180,411 $9.78M 0.03% +65,329 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,514 shares; 2024Q4: 76,961 shares; 2025Q1: 85,139 shares; 2025Q2: 182,574 shares; 2025Q3: 187,589 shares; 2025Q4: 184,568 shares; 2026Q1: 226,571 shares; 2026Q2: 238,106 shares 238,106 $9.76M 0.03% +11,535 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,662 shares; 2024Q4: 174,683 shares; 2025Q1: 152,971 shares; 2025Q2: 115,789 shares; 2025Q3: 106,885 shares; 2025Q4: 106,875 shares; 2026Q1: 78,644 shares; 2026Q2: 304,173 shares 304,173 $9.72M 0.03% +225,529 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,801 shares; 2024Q4: 12,239 shares; 2025Q1: 13,921 shares; 2025Q2: 11,698 shares; 2025Q3: 19,491 shares; 2025Q4: 20,057 shares; 2026Q1: 29,205 shares; 2026Q2: 30,770 shares 30,770 $9.66M 0.03% +1,565 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: 19,945 shares; 2024Q4: 19,581 shares; 2025Q1: 12,917 shares; 2025Q2: 21,913 shares; 2025Q3: 29,606 shares; 2025Q4: 31,287 shares; 2026Q1: 34,726 shares; 2026Q2: 37,694 shares 37,694 $9.64M 0.03% +2,968 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: 4,872 shares; 2024Q4: 4,712 shares; 2025Q1: 12,448 shares; 2025Q2: 12,512 shares; 2025Q3: 19,076 shares; 2025Q4: 16,354 shares; 2026Q1: 11,783 shares; 2026Q2: 81,294 shares 81,294 $9.62M 0.03% +69,511 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,345 shares; 2024Q4: 28,581 shares; 2025Q1: 31,614 shares; 2025Q2: 34,639 shares; 2025Q3: 34,525 shares; 2025Q4: 35,642 shares; 2026Q1: 52,862 shares; 2026Q2: 58,398 shares 58,398 $9.51M 0.03% +5,536 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: 14,528 shares; 2024Q4: 14,036 shares; 2025Q1: 17,814 shares; 2025Q2: 18,077 shares; 2025Q3: 24,066 shares; 2025Q4: 24,634 shares; 2026Q1: 17,433 shares; 2026Q2: 14,817 shares 14,817 $9.49M 0.03% -2,616 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995 shares; 2024Q4: 3,031 shares; 2025Q1: 2,757 shares; 2025Q2: 2,495 shares; 2025Q3: 3,554 shares; 2025Q4: 210,089 shares; 2026Q1: 211,427 shares; 2026Q2: 76,020 shares 76,020 $9.46M 0.03% -135,407 Timeline SCHX 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: 63,844 shares; 2024Q4: 382,480 shares; 2025Q1: 192,427 shares; 2025Q2: 209,602 shares; 2025Q3: 337,546 shares; 2025Q4: 344,030 shares; 2026Q1: 363,701 shares; 2026Q2: 321,282 shares 321,282 $9.46M 0.03% -42,419 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,273 shares; 2025Q4: 97,308 shares; 2026Q1: 176,842 shares; 2026Q2: 180,438 shares 180,438 $9.45M 0.03% +3,596 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,210 shares; 2024Q4: 20,252 shares; 2025Q1: 37,241 shares; 2025Q2: 39,545 shares; 2025Q3: 55,849 shares; 2025Q4: 57,519 shares; 2026Q1: 43,149 shares; 2026Q2: 39,660 shares 39,660 $9.42M 0.03% -3,489 Timeline EVUS 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: 472,909 shares; 2025Q2: 247,159 shares; 2025Q3: 224,763 shares; 2025Q4: 232,858 shares; 2026Q1: 230,836 shares; 2026Q2: 268,168 shares 268,168 $9.42M 0.03% +37,332 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,130 shares; 2024Q4: 18,425 shares; 2025Q1: 30,186 shares; 2025Q2: 27,795 shares; 2025Q3: 36,350 shares; 2025Q4: 36,524 shares; 2026Q1: 38,097 shares; 2026Q2: 33,679 shares 33,679 $9.4M 0.03% -4,418 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,183 shares; 2024Q4: 25,290 shares; 2025Q1: 22,699 shares; 2025Q2: 169,806 shares; 2025Q3: 243,006 shares; 2025Q4: 243,807 shares; 2026Q1: 177,546 shares; 2026Q2: 155,668 shares 155,668 $9.39M 0.03% -21,878 Timeline EGUS 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: 310,726 shares; 2025Q2: 180,080 shares; 2025Q3: 161,958 shares; 2025Q4: 167,387 shares; 2026Q1: 164,428 shares; 2026Q2: 160,044 shares 160,044 $9.35M 0.03% -4,384 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,356 shares; 2024Q4: 34,171 shares; 2025Q1: 33,921 shares; 2025Q2: 38,289 shares; 2025Q3: 41,404 shares; 2025Q4: 42,951 shares; 2026Q1: 51,435 shares; 2026Q2: 61,316 shares 61,316 $9.33M 0.03% +9,881 Timeline VDE 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: 35,961 shares; 2024Q4: 37,569 shares; 2025Q1: 34,672 shares; 2025Q2: 36,779 shares; 2025Q3: 48,615 shares; 2025Q4: 53,101 shares; 2026Q1: 59,574 shares; 2026Q2: 61,534 shares 61,534 $9.24M 0.03% +1,960 Timeline RODM 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: 240,528 shares; 2024Q4: 243,853 shares; 2025Q1: 259,813 shares; 2025Q2: 267,402 shares; 2025Q3: 246,313 shares; 2025Q4: 246,313 shares; 2026Q1: 241,614 shares; 2026Q2: 227,379 shares 227,379 $9.19M 0.03% -14,235 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: 21,880 shares; 2024Q4: 31,063 shares; 2025Q1: 40,358 shares; 2025Q2: 48,299 shares; 2025Q3: 57,507 shares; 2025Q4: 57,641 shares; 2026Q1: 42,928 shares; 2026Q2: 40,364 shares 40,364 $9.09M 0.03% -2,564 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 358,487 shares; 2026Q2: 174,146 shares 174,146 $9M 0.03% -184,341 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: 113,100 shares; 2024Q4: 111,234 shares; 2025Q1: 115,511 shares; 2025Q2: 103,889 shares; 2025Q3: 102,250 shares; 2025Q4: 102,884 shares; 2026Q1: 116,260 shares; 2026Q2: 118,131 shares 118,131 $8.92M 0.03% +1,871 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,412 shares; 2024Q4: 11,950 shares; 2025Q1: 16,379 shares; 2025Q2: 16,416 shares; 2025Q3: 17,722 shares; 2025Q4: 17,977 shares; 2026Q1: 17,033 shares; 2026Q2: 23,733 shares 23,733 $8.8M 0.03% +6,700 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,243 shares; 2025Q1: 17,779 shares; 2025Q2: 33,376 shares; 2025Q3: 55,761 shares; 2025Q4: 56,304 shares; 2026Q1: 104,853 shares; 2026Q2: 188,838 shares 188,838 $8.71M 0.03% +83,985 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,361 shares; 2024Q4: 6,354 shares; 2025Q1: 6,354 shares; 2025Q2: 48,589 shares; 2025Q3: 74,218 shares; 2025Q4: 73,421 shares; 2026Q1: 46,075 shares; 2026Q2: 42,945 shares 42,945 $8.7M 0.03% -3,130 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,732 shares; 2024Q4: 34,085 shares; 2025Q1: 34,519 shares; 2025Q2: 34,559 shares; 2025Q3: 35,657 shares; 2025Q4: 35,774 shares; 2026Q1: 36,534 shares; 2026Q2: 36,412 shares 36,412 $8.7M 0.03% -122 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,105 shares; 2024Q4: 97,229 shares; 2025Q1: 101,008 shares; 2025Q2: 107,908 shares; 2025Q3: 103,146 shares; 2025Q4: 102,203 shares; 2026Q1: 37,719 shares; 2026Q2: 95,443 shares 95,443 $8.65M 0.03% +57,724 Timeline IBMR 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: 9,080 shares; 2025Q1: 72,385 shares; 2025Q2: 83,173 shares; 2025Q3: 89,387 shares; 2025Q4: 107,081 shares; 2026Q1: 347,339 shares; 2026Q2: 338,574 shares 338,574 $8.6M 0.03% -8,765 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,379 shares; 2024Q4: 45,982 shares; 2025Q1: 56,579 shares; 2025Q2: 65,967 shares; 2025Q3: 75,753 shares; 2025Q4: 77,068 shares; 2026Q1: 72,929 shares; 2026Q2: 88,515 shares 88,515 $8.57M 0.03% +15,586 Timeline BSCW 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: 107,832 shares; 2024Q4: 107,832 shares; 2025Q1: 112,732 shares; 2025Q2: 144,432 shares; 2025Q3: 369,826 shares; 2025Q4: 429,175 shares; 2026Q1: 408,009 shares; 2026Q2: 416,112 shares 416,112 $8.53M 0.03% +8,103 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,259 shares; 2024Q4: 4,298 shares; 2025Q1: 5,212 shares; 2025Q2: 3,984 shares; 2025Q3: 3,990 shares; 2025Q4: 4,107 shares; 2026Q1: 2,133 shares; 2026Q2: 26,740 shares 26,740 $8.51M 0.03% +24,607 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: 45,234 shares; 2024Q4: 46,741 shares; 2025Q1: 48,015 shares; 2025Q2: 44,610 shares; 2025Q3: 47,769 shares; 2025Q4: 46,970 shares; 2026Q1: 41,460 shares; 2026Q2: 49,178 shares 49,178 $8.31M 0.03% +7,718 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: 75,471 shares; 2024Q4: 80,335 shares; 2025Q1: 90,343 shares; 2025Q2: 89,711 shares; 2025Q3: 101,190 shares; 2025Q4: 112,140 shares; 2026Q1: 131,563 shares; 2026Q2: 156,284 shares 156,284 $8.3M 0.03% +24,721 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: 53,617 shares; 2024Q4: 91,778 shares; 2025Q1: 93,125 shares; 2025Q2: 90,683 shares; 2025Q3: 222,516 shares; 2025Q4: 272,113 shares; 2026Q1: 152,832 shares; 2026Q2: 136,148 shares 136,148 $8.28M 0.03% -16,684 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,970 shares; 2024Q4: 29,632 shares; 2025Q1: 30,981 shares; 2025Q2: 36,613 shares; 2025Q3: 32,606 shares; 2025Q4: 32,573 shares; 2026Q1: 31,853 shares; 2026Q2: 31,525 shares 31,525 $8.23M 0.03% -328 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,061 shares; 2024Q4: 28,712 shares; 2025Q1: 45,022 shares; 2025Q2: 52,036 shares; 2025Q3: 66,861 shares; 2025Q4: 69,703 shares; 2026Q1: 46,259 shares; 2026Q2: 57,453 shares 57,453 $8.22M 0.03% +11,194 Timeline PSK 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: 229,242 shares; 2024Q4: 222,413 shares; 2025Q1: 212,034 shares; 2025Q2: 280,403 shares; 2025Q3: 280,795 shares; 2025Q4: 280,794 shares; 2026Q1: 270,225 shares; 2026Q2: 266,836 shares 266,836 $8.15M 0.03% -3,389 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,169 shares; 2026Q1: 184,799 shares; 2026Q2: 182,919 shares 182,919 $8.11M 0.03% -1,880 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 904 shares; 2025Q2: 8,840 shares; 2025Q3: 9,200 shares; 2025Q4: 9,213 shares; 2026Q1: 9,748 shares; 2026Q2: 10,175 shares 10,175 $8.09M 0.03% +427 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,918 shares; 2024Q4: 84,820 shares; 2025Q1: 83,789 shares; 2025Q2: 84,061 shares; 2025Q3: 74,688 shares; 2025Q4: 77,193 shares; 2026Q1: 139,425 shares; 2026Q2: 118,600 shares 118,600 $7.99M 0.03% -20,825 Timeline BSJQ 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: 22,193 shares; 2024Q4: 28,752 shares; 2025Q1: 39,332 shares; 2025Q2: 85,535 shares; 2025Q3: 292,137 shares; 2025Q4: 352,683 shares; 2026Q1: 350,008 shares; 2026Q2: 346,898 shares 346,898 $7.96M 0.03% -3,110 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,398 shares; 2024Q4: 41,792 shares; 2025Q1: 42,964 shares; 2025Q2: 36,957 shares; 2025Q3: 43,154 shares; 2025Q4: 43,359 shares; 2026Q1: 50,456 shares; 2026Q2: 67,363 shares 67,363 $7.9M 0.03% +16,907 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,758 shares; 2024Q4: 75,117 shares; 2025Q1: 74,813 shares; 2025Q2: 77,222 shares; 2025Q3: 74,085 shares; 2025Q4: 74,145 shares; 2026Q1: 41,129 shares; 2026Q2: 83,744 shares 83,744 $7.84M 0.03% +42,615 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: 32,581 shares; 2024Q4: 33,603 shares; 2025Q1: 34,881 shares; 2025Q2: 33,620 shares; 2025Q3: 32,110 shares; 2025Q4: 31,981 shares; 2026Q1: 27,118 shares; 2026Q2: 28,789 shares 28,789 $7.83M 0.03% +1,671 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: 9,416 shares; 2024Q4: 11,467 shares; 2025Q1: 14,112 shares; 2025Q2: 27,935 shares; 2025Q3: 84,362 shares; 2025Q4: 84,811 shares; 2026Q1: 175,844 shares; 2026Q2: 194,901 shares 194,901 $7.82M 0.03% +19,057 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,505 shares; 2024Q4: 53,638 shares; 2025Q1: 49,016 shares; 2025Q2: 49,028 shares; 2025Q3: 50,908 shares; 2025Q4: 52,272 shares; 2026Q1: 84,016 shares; 2026Q2: 101,281 shares 101,281 $7.81M 0.03% +17,265 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,033 shares; 2024Q4: 26,356 shares; 2025Q1: 30,563 shares; 2025Q2: 44,166 shares; 2025Q3: 21,124 shares; 2025Q4: 21,853 shares; 2026Q1: 91,959 shares; 2026Q2: 96,326 shares 96,326 $7.8M 0.03% +4,367 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,073 shares; 2026Q2: 41,103 shares 41,103 $7.79M 0.03% -970 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,636 shares; 2024Q4: 20,040 shares; 2025Q1: 22,355 shares; 2025Q2: 23,034 shares; 2025Q3: 84,654 shares; 2025Q4: 86,244 shares; 2026Q1: 91,764 shares; 2026Q2: 91,519 shares 91,519 $7.75M 0.03% -245 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,711 shares; 2024Q4: 19,379 shares; 2025Q1: 19,509 shares; 2025Q2: 20,192 shares; 2025Q3: 24,995 shares; 2025Q4: 25,060 shares; 2026Q1: 29,990 shares; 2026Q2: 52,498 shares 52,498 $7.69M 0.03% +22,508 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: 51,348 shares; 2024Q4: 93,499 shares; 2025Q1: 91,155 shares; 2025Q2: 64,334 shares; 2025Q3: 72,186 shares; 2025Q4: 72,849 shares; 2026Q1: 69,145 shares; 2026Q2: 47,324 shares 47,324 $7.66M 0.03% -21,821 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,520 shares; 2024Q4: 7,187 shares; 2025Q1: 23,011 shares; 2025Q2: 85,075 shares; 2025Q3: 146,679 shares; 2025Q4: 147,862 shares; 2026Q1: 82,966 shares; 2026Q2: 75,681 shares 75,681 $7.59M 0.03% -7,285 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,994 shares 104,994 $7.57M 0.03% new 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: 14,176 shares; 2024Q4: 30,836 shares; 2025Q1: 119,502 shares; 2025Q2: 115,866 shares; 2025Q3: 45,439 shares; 2025Q4: 65,180 shares; 2026Q1: 70,993 shares; 2026Q2: 64,444 shares 64,444 $7.56M 0.03% -6,549 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,127 shares; 2024Q4: 25,322 shares; 2025Q1: 25,173 shares; 2025Q2: 25,116 shares; 2025Q3: 25,487 shares; 2025Q4: 25,543 shares; 2026Q1: 23,350 shares; 2026Q2: 21,573 shares 21,573 $7.55M 0.03% -1,777 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,098 shares; 2024Q4: 23,466 shares; 2025Q1: 15,271 shares; 2025Q2: 22,996 shares; 2025Q3: 23,980 shares; 2025Q4: 24,914 shares; 2026Q1: 33,239 shares; 2026Q2: 34,530 shares 34,530 $7.54M 0.03% +1,291 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 10 shares 10 $7.49M 0.03% +3 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: 9,549 shares; 2024Q4: 10,714 shares; 2025Q1: 27,019 shares; 2025Q2: 29,703 shares; 2025Q3: 42,066 shares; 2025Q4: 42,825 shares; 2026Q1: 29,306 shares; 2026Q2: 26,740 shares 26,740 $7.37M 0.03% -2,566 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,028 shares; 2024Q4: 111,955 shares; 2025Q1: 115,337 shares; 2025Q2: 76,567 shares; 2025Q3: 113,845 shares; 2025Q4: 127,343 shares; 2026Q1: 117,866 shares; 2026Q2: 127,221 shares 127,221 $7.33M 0.03% +9,355 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: 40,670 shares; 2024Q4: 38,909 shares; 2025Q1: 43,748 shares; 2025Q2: 48,508 shares; 2025Q3: 56,749 shares; 2025Q4: 56,743 shares; 2026Q1: 124,300 shares; 2026Q2: 117,206 shares 117,206 $7.3M 0.03% -7,094 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 2,314 shares; 2025Q1: 4,208 shares; 2025Q2: 5,672 shares; 2025Q3: 12,146 shares; 2025Q4: 13,417 shares; 2026Q1: 11,739 shares; 2026Q2: 11,647 shares 11,647 $7.26M 0.03% -92 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: 3,585 shares; 2024Q4: 3,240 shares; 2025Q1: 3,328 shares; 2025Q2: 5,799 shares; 2025Q3: 6,884 shares; 2025Q4: 6,217 shares; 2026Q1: 13,145 shares; 2026Q2: 21,677 shares 21,677 $7.26M 0.03% +8,532 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,586 shares; 2024Q4: 180,028 shares; 2025Q1: 229,069 shares; 2025Q2: 175,374 shares; 2025Q3: 190,227 shares; 2025Q4: 190,341 shares; 2026Q1: 231,987 shares; 2026Q2: 237,237 shares 237,237 $7.23M 0.03% +5,250 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,212 shares; 2025Q1: 8,129 shares; 2025Q2: 10,318 shares; 2025Q3: 10,374 shares; 2025Q4: 10,310 shares; 2026Q1: 46,164 shares; 2026Q2: 44,595 shares 44,595 $7.23M 0.03% -1,569 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,632 shares; 2024Q4: 63,742 shares; 2025Q1: 31,120 shares; 2025Q2: 26,157 shares; 2025Q3: 38,506 shares; 2025Q4: 38,559 shares; 2026Q1: 30,348 shares; 2026Q2: 51,869 shares 51,869 $7.17M 0.03% +21,521 Timeline BOTZ 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: 7,875 shares; 2024Q4: 8,216 shares; 2025Q1: 7,170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458,765 shares; 2026Q1: 464,224 shares; 2026Q2: 187,645 shares 187,645 $7.12M 0.03% -276,579 Timeline PRF 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: 168,616 shares; 2024Q4: 171,800 shares; 2025Q1: 171,553 shares; 2025Q2: 117,790 shares; 2025Q3: 127,198 shares; 2025Q4: 127,826 shares; 2026Q1: 138,122 shares; 2026Q2: 131,119 shares 131,119 $7.08M 0.03% -7,003 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,700 shares; 2025Q2: 24,700 shares; 2025Q3: 57,400 shares; 2025Q4: 99,700 shares; 2026Q1: 107,600 shares; 2026Q2: 279,328 shares 279,328 $7.02M 0.03% +171,728 Timeline RSPT 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: 141,966 shares; 2024Q4: 144,989 shares; 2025Q1: 139,789 shares; 2025Q2: 138,304 shares; 2025Q3: 135,970 shares; 2025Q4: 140,100 shares; 2026Q1: 126,366 shares; 2026Q2: 108,439 shares 108,439 $6.99M 0.02% -17,927 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,296 shares; 2024Q4: 26,909 shares; 2025Q1: 30,691 shares; 2025Q2: 32,939 shares; 2025Q3: 52,679 shares; 2025Q4: 53,546 shares; 2026Q1: 42,368 shares; 2026Q2: 102,192 shares 102,192 $6.98M 0.02% +59,824 Timeline IBDZ 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: 135,239 shares; 2025Q1: 158,940 shares; 2025Q2: 173,662 shares; 2025Q3: 204,766 shares; 2025Q4: 210,929 shares; 2026Q1: 260,863 shares; 2026Q2: 266,373 shares 266,373 $6.94M 0.02% +5,510 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: 57,701 shares; 2024Q4: 56,939 shares; 2025Q1: 56,944 shares; 2025Q2: 75,651 shares; 2025Q3: 89,078 shares; 2025Q4: 89,078 shares; 2026Q1: 44,000 shares; 2026Q2: 156,381 shares 156,381 $6.94M 0.02% +112,381 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,417 shares; 2024Q4: 50,030 shares; 2025Q1: 48,164 shares; 2025Q2: 45,420 shares; 2025Q3: 82,084 shares; 2025Q4: 82,782 shares; 2026Q1: 81,582 shares; 2026Q2: 75,208 shares 75,208 $6.86M 0.02% -6,374 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,272 shares; 2024Q4: 4,291 shares; 2025Q1: 28,653 shares; 2025Q2: 37,201 shares; 2025Q3: 64,895 shares; 2025Q4: 65,517 shares; 2026Q1: 41,399 shares; 2026Q2: 44,847 shares 44,847 $6.85M 0.02% +3,448 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,719 shares; 2025Q3: not reported; 2025Q4: 352,908 shares; 2026Q1: 359,916 shares; 2026Q2: 145,611 shares 145,611 $6.82M 0.02% -214,305 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,510 shares; 2024Q4: 130,281 shares; 2025Q1: 125,840 shares; 2025Q2: 115,900 shares; 2025Q3: 115,914 shares; 2025Q4: 115,913 shares; 2026Q1: 109,339 shares; 2026Q2: 99,075 shares 99,075 $6.77M 0.02% -10,264 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,972 shares; 2024Q4: 152,923 shares; 2025Q1: 177,540 shares; 2025Q2: 190,609 shares; 2025Q3: 222,483 shares; 2025Q4: 228,358 shares; 2026Q1: 234,103 shares; 2026Q2: 260,996 shares 260,996 $6.72M 0.02% +26,893 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: 1,150 shares; 2025Q1: 3,154 shares; 2025Q2: 5,540 shares; 2025Q3: 7,664 shares; 2025Q4: 7,813 shares; 2026Q1: 50,665 shares; 2026Q2: 51,767 shares 51,767 $6.71M 0.02% +1,102 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 164,419 shares; 2026Q2: 126,111 shares 126,111 $6.71M 0.02% -38,308 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,979 shares; 2024Q4: 136,305 shares; 2025Q1: 125,428 shares; 2025Q2: 26,940 shares; 2025Q3: 319,647 shares; 2025Q4: 304,739 shares; 2026Q1: 207,065 shares; 2026Q2: 179,442 shares 179,442 $6.62M 0.02% -27,623 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,700 shares; 2024Q4: 34,443 shares; 2025Q1: 37,746 shares; 2025Q2: 37,458 shares; 2025Q3: 36,958 shares; 2025Q4: 37,733 shares; 2026Q1: 43,385 shares; 2026Q2: 45,585 shares 45,585 $6.59M 0.02% +2,200 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,008 shares; 2024Q4: 83,570 shares; 2025Q1: 92,251 shares; 2025Q2: 98,072 shares; 2025Q3: 118,805 shares; 2025Q4: 116,585 shares; 2026Q1: 37,955 shares; 2026Q2: 32,145 shares 32,145 $6.59M 0.02% -5,810 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 124,591 shares; 2025Q4: not reported; 2026Q1: 129,558 shares; 2026Q2: 129,097 shares 129,097 $6.59M 0.02% -461 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP 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: 108,422 shares; 2026Q2: 103,448 shares 103,448 $6.48M 0.02% -4,974 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,048 shares; 2024Q4: 214,569 shares; 2025Q1: 270,383 shares; 2025Q2: 452,735 shares; 2025Q3: 566,033 shares; 2025Q4: 560,065 shares; 2026Q1: 491,880 shares; 2026Q2: 498,198 shares 498,198 $6.42M 0.02% +6,318 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,945 shares; 2024Q4: 11,846 shares; 2025Q1: 18,364 shares; 2025Q2: 20,170 shares; 2025Q3: 29,866 shares; 2025Q4: 29,478 shares; 2026Q1: 20,765 shares; 2026Q2: 18,918 shares 18,918 $6.4M 0.02% -1,847 Timeline IBCA 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: 167,997 shares; 2025Q4: 181,703 shares; 2026Q1: 251,421 shares; 2026Q2: 249,475 shares 249,475 $6.39M 0.02% -1,946 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 1,840 shares; 2025Q1: 4,935 shares; 2025Q2: 6,484 shares; 2025Q3: 12,452 shares; 2025Q4: 16,936 shares; 2026Q1: 16,290 shares; 2026Q2: 14,081 shares 14,081 $6.38M 0.02% -2,209 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,942 shares; 2024Q4: 42,670 shares; 2025Q1: 96,493 shares; 2025Q2: 98,373 shares; 2025Q3: 145,488 shares; 2025Q4: 146,407 shares; 2026Q1: 101,679 shares; 2026Q2: 104,585 shares 104,585 $6.38M 0.02% +2,906 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,036 shares; 2024Q4: 27,649 shares; 2025Q1: 78,308 shares; 2025Q2: 69,162 shares; 2025Q3: 104,572 shares; 2025Q4: 108,987 shares; 2026Q1: 74,590 shares; 2026Q2: 69,400 shares 69,400 $6.37M 0.02% -5,190 Timeline BJAN 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: 108,100 shares; 2026Q1: 107,920 shares; 2026Q2: 107,920 shares 107,920 $6.35M 0.02% 0 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: 43,613 shares; 2024Q4: 43,514 shares; 2025Q1: 43,780 shares; 2025Q2: 60,355 shares; 2025Q3: 63,241 shares; 2025Q4: 65,128 shares; 2026Q1: 73,397 shares; 2026Q2: 73,987 shares 73,987 $6.33M 0.02% +590 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,702 shares; 2024Q4: 134,124 shares; 2025Q1: 136,509 shares; 2025Q2: 134,358 shares; 2025Q3: 145,156 shares; 2025Q4: 159,295 shares; 2026Q1: 165,469 shares; 2026Q2: 138,522 shares 138,522 $6.31M 0.02% -26,947 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,814 shares; 2024Q4: 44,397 shares; 2025Q1: 42,911 shares; 2025Q2: 43,714 shares; 2025Q3: 43,985 shares; 2025Q4: 49,803 shares; 2026Q1: 118,427 shares; 2026Q2: 122,633 shares 122,633 $6.26M 0.02% +4,206 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,814 shares; 2024Q4: 45,364 shares; 2025Q1: 48,623 shares; 2025Q2: 47,062 shares; 2025Q3: 50,835 shares; 2025Q4: 51,189 shares; 2026Q1: 53,728 shares; 2026Q2: 56,499 shares 56,499 $6.25M 0.02% +2,771 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,026 shares; 2024Q4: 14,012 shares; 2025Q1: 15,911 shares; 2025Q2: 16,790 shares; 2025Q3: 12,240 shares; 2025Q4: 12,297 shares; 2026Q1: 27,477 shares; 2026Q2: 12,862 shares 12,862 $6.21M 0.02% -14,615 Timeline ZTOP RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237,935 shares; 2025Q3: 186,062 shares; 2025Q4: 186,061 shares; 2026Q1: 150,684 shares; 2026Q2: 120,302 shares 120,302 $6.21M 0.02% -30,382 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,303 shares; 2024Q4: 201,194 shares; 2025Q1: 156,386 shares; 2025Q2: 160,433 shares; 2025Q3: 166,871 shares; 2025Q4: 176,103 shares; 2026Q1: 241,095 shares; 2026Q2: 245,637 shares 245,637 $6.19M 0.02% +4,542 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: 4,367 shares; 2024Q4: 5,998 shares; 2025Q1: 13,205 shares; 2025Q2: 13,737 shares; 2025Q3: 22,223 shares; 2025Q4: 22,475 shares; 2026Q1: 12,548 shares; 2026Q2: 14,863 shares 14,863 $6.18M 0.02% +2,315 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227,126 shares; 2026Q1: 246,913 shares; 2026Q2: 249,112 shares 249,112 $6.17M 0.02% +2,199 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140,108 shares; 2025Q1: not reported; 2025Q2: 80,645 shares; 2025Q3: 80,185 shares; 2025Q4: 100,894 shares; 2026Q1: 102,781 shares; 2026Q2: 251,447 shares 251,447 $6.13M 0.02% +148,666 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,552 shares; 2024Q4: 44,631 shares; 2025Q1: 51,298 shares; 2025Q2: 46,010 shares; 2025Q3: 97,442 shares; 2025Q4: 89,301 shares; 2026Q1: 87,746 shares; 2026Q2: 77,478 shares 77,478 $6.1M 0.02% -10,268 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,974 shares; 2024Q4: 47,875 shares; 2025Q1: 47,766 shares; 2025Q2: 46,740 shares; 2025Q3: 47,094 shares; 2025Q4: 46,110 shares; 2026Q1: 48,268 shares; 2026Q2: 63,692 shares 63,692 $6.05M 0.02% +15,424 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,347 shares; 2024Q4: 3,211 shares; 2025Q1: 3,978 shares; 2025Q2: 30,502 shares; 2025Q3: 31,269 shares; 2025Q4: 46,340 shares; 2026Q1: 52,175 shares; 2026Q2: 54,296 shares 54,296 $5.99M 0.02% +2,121 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,149 shares; 2024Q4: 254,963 shares; 2025Q1: 254,613 shares; 2025Q2: 106,861 shares; 2025Q3: 108,091 shares; 2025Q4: 106,763 shares; 2026Q1: 106,837 shares; 2026Q2: 105,578 shares 105,578 $5.99M 0.02% -1,259 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,972 shares; 2024Q4: 93,242 shares; 2025Q1: 67,222 shares; 2025Q2: 74,403 shares; 2025Q3: 81,873 shares; 2025Q4: 81,721 shares; 2026Q1: 82,492 shares; 2026Q2: 119,178 shares 119,178 $5.99M 0.02% +36,686 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,124 shares; 2024Q4: 140,194 shares; 2025Q1: 142,206 shares; 2025Q2: 145,164 shares; 2025Q3: 138,801 shares; 2025Q4: 138,528 shares; 2026Q1: 41,321 shares; 2026Q2: 41,809 shares 41,809 $5.93M 0.02% +488 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,373 shares; 2024Q4: 23,303 shares; 2025Q1: 23,337 shares; 2025Q2: 23,368 shares; 2025Q3: 23,466 shares; 2025Q4: 23,496 shares; 2026Q1: 23,752 shares; 2026Q2: 24,395 shares 24,395 $5.92M 0.02% +643 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,997 shares; 2024Q4: 3,920 shares; 2025Q1: 6,713 shares; 2025Q2: 52,772 shares; 2025Q3: 107,195 shares; 2025Q4: 94,510 shares; 2026Q1: 77,825 shares; 2026Q2: 74,058 shares 74,058 $5.88M 0.02% -3,767 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,729 shares; 2024Q4: 134,747 shares; 2025Q1: 137,701 shares; 2025Q2: 126,022 shares; 2025Q3: 141,034 shares; 2025Q4: 140,282 shares; 2026Q1: 129,133 shares; 2026Q2: 137,303 shares 137,303 $5.86M 0.02% +8,170 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,413 shares; 2024Q4: 128,718 shares; 2025Q1: 131,945 shares; 2025Q2: 133,975 shares; 2025Q3: 145,745 shares; 2025Q4: 145,745 shares; 2026Q1: 169,050 shares; 2026Q2: 284,284 shares 284,284 $5.85M 0.02% +115,234 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,121 shares; 2024Q4: 33,545 shares; 2025Q1: 33,755 shares; 2025Q2: 34,234 shares; 2025Q3: 61,988 shares; 2025Q4: 63,404 shares; 2026Q1: 37,155 shares; 2026Q2: 103,806 shares 103,806 $5.85M 0.02% +66,651 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: 924,651 shares; 2024Q4: 6,638 shares; 2025Q1: 8,047 shares; 2025Q2: 12,332 shares; 2025Q3: 14,695 shares; 2025Q4: 15,840 shares; 2026Q1: 17,324 shares; 2026Q2: 17,677 shares 17,677 $5.84M 0.02% +353 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: 2,264 shares; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 2,837 shares; 2025Q4: 12,647 shares; 2026Q1: 15,759 shares; 2026Q2: 16,454 shares 16,454 $5.83M 0.02% +695 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: 71,453 shares; 2024Q4: 38,738 shares; 2025Q1: 31,952 shares; 2025Q2: 43,133 shares; 2025Q3: 49,992 shares; 2025Q4: 51,433 shares; 2026Q1: 53,876 shares; 2026Q2: 55,999 shares 55,999 $5.79M 0.02% +2,123 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,097 shares; 2024Q4: 16,178 shares; 2025Q1: 16,120 shares; 2025Q2: 30,001 shares; 2025Q3: 43,096 shares; 2025Q4: 43,739 shares; 2026Q1: 34,678 shares; 2026Q2: 36,804 shares 36,804 $5.77M 0.02% +2,126 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: 40,244 shares; 2024Q4: 41,180 shares; 2025Q1: 40,210 shares; 2025Q2: 38,294 shares; 2025Q3: 34,360 shares; 2025Q4: 36,003 shares; 2026Q1: 34,511 shares; 2026Q2: 30,575 shares 30,575 $5.75M 0.02% -3,936 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,418 shares; 2025Q4: 224,400 shares; 2026Q1: 110,602 shares; 2026Q2: 108,803 shares 108,803 $5.72M 0.02% -1,799 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: 53,618 shares; 2024Q4: 65,119 shares; 2025Q1: 67,860 shares; 2025Q2: 82,018 shares; 2025Q3: 87,946 shares; 2025Q4: 82,239 shares; 2026Q1: 55,544 shares; 2026Q2: 45,652 shares 45,652 $5.68M 0.02% -9,892 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: 30,623 shares; 2024Q4: 32,077 shares; 2025Q1: 33,078 shares; 2025Q2: 38,318 shares; 2025Q3: 46,249 shares; 2025Q4: 53,029 shares; 2026Q1: 59,913 shares; 2026Q2: 106,162 shares 106,162 $5.68M 0.02% +46,249 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: 31,254 shares; 2024Q4: 35,280 shares; 2025Q1: 37,424 shares; 2025Q2: 73,162 shares; 2025Q3: 81,550 shares; 2025Q4: 141,716 shares; 2026Q1: 144,342 shares; 2026Q2: 112,064 shares 112,064 $5.66M 0.02% -32,278 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: 73,192 shares; 2024Q4: 81,250 shares; 2025Q1: 88,461 shares; 2025Q2: 77,527 shares; 2025Q3: 69,023 shares; 2025Q4: 71,146 shares; 2026Q1: 51,842 shares; 2026Q2: 52,416 shares 52,416 $5.64M 0.02% +574 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 1,851 shares; 2025Q1: 3,412 shares; 2025Q2: 3,500 shares; 2025Q3: 34,226 shares; 2025Q4: 32,924 shares; 2026Q1: 31,105 shares; 2026Q2: 31,338 shares 31,338 $5.56M 0.02% +233 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: 24,543 shares; 2024Q4: 10,489 shares; 2025Q1: 10,508 shares; 2025Q2: 9,589 shares; 2025Q3: 10,560 shares; 2025Q4: 10,669 shares; 2026Q1: 12,250 shares; 2026Q2: 12,073 shares 12,073 $5.54M 0.02% -177 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,441 shares; 2026Q1: 203,050 shares; 2026Q2: 222,917 shares 222,917 $5.51M 0.02% +19,867 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,269 shares; 2025Q1: 15,439 shares; 2025Q2: 67,632 shares; 2025Q3: 67,158 shares; 2025Q4: 62,205 shares; 2026Q1: 56,855 shares; 2026Q2: 49,202 shares 49,202 $5.46M 0.02% -7,653 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: 111,820 shares; 2024Q4: 50,156 shares; 2025Q1: 52,007 shares; 2025Q2: 58,130 shares; 2025Q3: 56,363 shares; 2025Q4: 60,793 shares; 2026Q1: 54,372 shares; 2026Q2: 59,027 shares 59,027 $5.41M 0.02% +4,655 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,715 shares; 2024Q4: 70,405 shares; 2025Q1: 72,260 shares; 2025Q2: 144,675 shares; 2025Q3: 146,026 shares; 2025Q4: 145,071 shares; 2026Q1: 131,302 shares; 2026Q2: 111,805 shares 111,805 $5.37M 0.02% -19,497 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,028 shares; 2024Q4: 3,149 shares; 2025Q1: 15,566 shares; 2025Q2: 16,849 shares; 2025Q3: 30,224 shares; 2025Q4: 30,845 shares; 2026Q1: 19,374 shares; 2026Q2: 21,864 shares 21,864 $5.36M 0.02% +2,490 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,015 shares; 2024Q4: 30,210 shares; 2025Q1: 29,642 shares; 2025Q2: 17,278 shares; 2025Q3: 23,668 shares; 2025Q4: 23,989 shares; 2026Q1: 34,017 shares; 2026Q2: 143,094 shares 143,094 $5.29M 0.02% +109,077 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 68,141 shares; 2026Q2: 71,604 shares 71,604 $5.27M 0.02% +3,463 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,138 shares; 2024Q4: 17,811 shares; 2025Q1: 20,277 shares; 2025Q2: 23,060 shares; 2025Q3: 23,210 shares; 2025Q4: 23,877 shares; 2026Q1: 14,889 shares; 2026Q2: 30,971 shares 30,971 $5.27M 0.02% +16,082 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,035 shares; 2024Q4: 64,780 shares; 2025Q1: 73,972 shares; 2025Q2: 92,480 shares; 2025Q3: 94,887 shares; 2025Q4: 93,359 shares; 2026Q1: 105,410 shares; 2026Q2: 111,122 shares 111,122 $5.25M 0.02% +5,712 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,028 shares; 2024Q4: 20,905 shares; 2025Q1: 21,256 shares; 2025Q2: 20,951 shares; 2025Q3: 22,855 shares; 2025Q4: 23,061 shares; 2026Q1: 21,253 shares; 2026Q2: 21,575 shares 21,575 $5.23M 0.02% +322 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,619 shares; 2024Q4: 29,575 shares; 2025Q1: 43,828 shares; 2025Q2: 32,819 shares; 2025Q3: 32,760 shares; 2025Q4: 33,248 shares; 2026Q1: 48,317 shares; 2026Q2: 50,568 shares 50,568 $5.22M 0.02% +2,251 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: 16,042 shares; 2024Q4: 116,912 shares; 2025Q1: 112,944 shares; 2025Q2: 138,500 shares; 2025Q3: 153,964 shares; 2025Q4: 161,950 shares; 2026Q1: 154,811 shares; 2026Q2: 167,628 shares 167,628 $5.21M 0.02% +12,817 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,069 shares; 2024Q4: 19,454 shares; 2025Q1: 50,994 shares; 2025Q2: 64,287 shares; 2025Q3: 66,384 shares; 2025Q4: 66,800 shares; 2026Q1: 56,072 shares; 2026Q2: 61,560 shares 61,560 $5.21M 0.02% +5,488 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: 16,941 shares; 2024Q4: 20,125 shares; 2025Q1: 21,088 shares; 2025Q2: 22,079 shares; 2025Q3: 23,585 shares; 2025Q4: 26,350 shares; 2026Q1: 26,106 shares; 2026Q2: 23,068 shares 23,068 $5.14M 0.02% -3,038 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,599 shares; 2024Q4: 15,374 shares; 2025Q1: 19,503 shares; 2025Q2: 20,667 shares; 2025Q3: 31,185 shares; 2025Q4: 33,160 shares; 2026Q1: 27,890 shares; 2026Q2: 26,211 shares 26,211 $5.1M 0.02% -1,679 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 2,450 shares; 2025Q1: 2,235 shares; 2025Q2: 3,159 shares; 2025Q3: 3,150 shares; 2025Q4: 3,125 shares; 2026Q1: 3,581 shares; 2026Q2: 3,691 shares 3,691 $5.02M 0.02% +110 Timeline MYCN SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,080 shares; 2026Q1: 198,171 shares; 2026Q2: 204,734 shares 204,734 $5.02M 0.02% +6,563 Timeline BDEC 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: 124,038 shares; 2026Q1: 123,138 shares; 2026Q2: 93,163 shares 93,163 $4.96M 0.02% -29,975 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,884 shares; 2024Q4: 413,884 shares; 2025Q1: 413,884 shares; 2025Q2: 413,884 shares; 2025Q3: 413,884 shares; 2025Q4: 413,884 shares; 2026Q1: 413,884 shares; 2026Q2: 413,884 shares 413,884 $4.88M 0.02% 0 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: 61,729 shares; 2024Q4: 73,553 shares; 2025Q1: 67,351 shares; 2025Q2: 80,960 shares; 2025Q3: 75,716 shares; 2025Q4: 71,922 shares; 2026Q1: 74,180 shares; 2026Q2: 83,216 shares 83,216 $4.85M 0.02% +9,036 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,279 shares; 2024Q4: 26,325 shares; 2025Q1: 26,263 shares; 2025Q2: 27,440 shares; 2025Q3: 27,657 shares; 2025Q4: 27,498 shares; 2026Q1: 26,580 shares; 2026Q2: 24,273 shares 24,273 $4.85M 0.02% -2,307 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: 53,546 shares; 2024Q4: 54,573 shares; 2025Q1: 63,522 shares; 2025Q2: 79,112 shares; 2025Q3: 92,459 shares; 2025Q4: 94,467 shares; 2026Q1: 100,689 shares; 2026Q2: 100,866 shares 100,866 $4.79M 0.02% +177 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 4,886 shares; 2026Q2: 68,587 shares 68,587 $4.78M 0.02% +63,701 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,078 shares; 2024Q4: 14,559 shares; 2025Q1: 14,075 shares; 2025Q2: 26,855 shares; 2025Q3: 30,301 shares; 2025Q4: 31,118 shares; 2026Q1: 25,508 shares; 2026Q2: 21,542 shares 21,542 $4.77M 0.02% -3,966 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,105 shares; 2024Q4: 21,699 shares; 2025Q1: 21,281 shares; 2025Q2: 15,387 shares; 2025Q3: 18,196 shares; 2025Q4: 20,399 shares; 2026Q1: 20,836 shares; 2026Q2: 18,946 shares 18,946 $4.71M 0.02% -1,890 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,358 shares; 2024Q4: 277,273 shares; 2025Q1: 273,928 shares; 2025Q2: 98,763 shares; 2025Q3: 103,160 shares; 2025Q4: 103,130 shares; 2026Q1: 103,890 shares; 2026Q2: 93,041 shares 93,041 $4.69M 0.02% -10,849 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,121 shares; 2024Q4: 46,460 shares; 2025Q1: 92,978 shares; 2025Q2: 50,458 shares; 2025Q3: 56,842 shares; 2025Q4: 60,355 shares; 2026Q1: 51,266 shares; 2026Q2: 74,340 shares 74,340 $4.68M 0.02% +23,074 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,341 shares; 2024Q4: 19,553 shares; 2025Q1: 23,992 shares; 2025Q2: 76,142 shares; 2025Q3: 262,870 shares; 2025Q4: 230,725 shares; 2026Q1: 260,711 shares; 2026Q2: 244,596 shares 244,596 $4.67M 0.02% -16,115 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,867 shares; 2024Q4: 4,677 shares; 2025Q1: 4,803 shares; 2025Q2: 8,436 shares; 2025Q3: 4,922 shares; 2025Q4: 4,994 shares; 2026Q1: 7,225 shares; 2026Q2: 9,486 shares 9,486 $4.65M 0.02% +2,261 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,615 shares; 2024Q4: 9,716 shares; 2025Q1: 8,635 shares; 2025Q2: 9,113 shares; 2025Q3: 10,894 shares; 2025Q4: 11,021 shares; 2026Q1: 14,468 shares; 2026Q2: 97,434 shares 97,434 $4.63M 0.02% +82,966 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,051 shares; 2024Q4: 7,794 shares; 2025Q1: 16,064 shares; 2025Q2: 8,471 shares; 2025Q3: 11,533 shares; 2025Q4: 11,653 shares; 2026Q1: 18,517 shares; 2026Q2: 19,544 shares 19,544 $4.61M 0.02% +1,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,604 shares; 2026Q1: 83,641 shares; 2026Q2: 29,614 shares 29,614 $4.57M 0.02% -54,027 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,892 shares; 2024Q4: 8,887 shares; 2025Q1: 19,869 shares; 2025Q2: 20,235 shares; 2025Q3: 31,467 shares; 2025Q4: 31,551 shares; 2026Q1: 15,771 shares; 2026Q2: 16,225 shares 16,225 $4.56M 0.02% +454 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: 37,833 shares; 2024Q4: 35,921 shares; 2025Q1: 33,885 shares; 2025Q2: not reported; 2025Q3: 41,825 shares; 2025Q4: 42,123 shares; 2026Q1: 40,409 shares; 2026Q2: 38,763 shares 38,763 $4.45M 0.02% -1,646 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: 6,132 shares; 2024Q4: 6,401 shares; 2025Q1: 6,211 shares; 2025Q2: 15,991 shares; 2025Q3: 23,220 shares; 2025Q4: 23,242 shares; 2026Q1: 17,784 shares; 2026Q2: 18,275 shares 18,275 $4.44M 0.02% +491 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,500 shares; 2025Q1: 65,000 shares; 2025Q2: 82,200 shares; 2025Q3: 164,400 shares; 2025Q4: 201,800 shares; 2026Q1: 201,800 shares; 2026Q2: 201,800 shares 201,800 $4.42M 0.02% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,533 shares; 2025Q2: 23,784 shares; 2025Q3: 24,334 shares; 2025Q4: 24,192 shares; 2026Q1: 24,104 shares; 2026Q2: 24,143 shares 24,143 $4.42M 0.02% +39 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: 266,990 shares; 2024Q4: 258,606 shares; 2025Q1: 272,052 shares; 2025Q2: 255,798 shares; 2025Q3: 62,900 shares; 2025Q4: 65,673 shares; 2026Q1: 43,013 shares; 2026Q2: 41,215 shares 41,215 $4.42M 0.02% -1,798 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,126 shares; 2025Q1: 5,423 shares; 2025Q2: 5,468 shares; 2025Q3: 10,583 shares; 2025Q4: 10,496 shares; 2026Q1: 10,100 shares; 2026Q2: 11,192 shares 11,192 $4.42M 0.02% +1,092 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS 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: 14,219 shares 14,219 $4.37M 0.02% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,582 shares; 2025Q3: 43,806 shares; 2025Q4: 44,768 shares; 2026Q1: 109,684 shares; 2026Q2: 126,462 shares 126,462 $4.36M 0.02% +16,778 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 2,912 shares; 2026Q1: 13,176 shares; 2026Q2: 85,035 shares 85,035 $4.33M 0.02% +71,859 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: 43,880 shares; 2024Q4: 36,319 shares; 2025Q1: 39,018 shares; 2025Q2: 31,450 shares; 2025Q3: 40,330 shares; 2025Q4: 41,875 shares; 2026Q1: 79,127 shares; 2026Q2: 72,853 shares 72,853 $4.3M 0.02% -6,274 Timeline ESGV 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: not reported; 2024Q4: 15,722 shares; 2025Q1: 32,106 shares; 2025Q2: 33,268 shares; 2025Q3: 33,533 shares; 2025Q4: 33,535 shares; 2026Q1: 32,790 shares; 2026Q2: 32,341 shares 32,341 $4.28M 0.02% -449 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,632 shares; 2024Q4: 4,882 shares; 2025Q1: 16,096 shares; 2025Q2: 16,029 shares; 2025Q3: 28,934 shares; 2025Q4: 29,541 shares; 2026Q1: 20,131 shares; 2026Q2: 20,761 shares 20,761 $4.26M 0.02% +630 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,100 shares; 2025Q3: 190,374 shares; 2025Q4: 182,227 shares; 2026Q1: 164,304 shares; 2026Q2: 201,547 shares 201,547 $4.24M 0.02% +37,243 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,543 shares; 2024Q4: 5,863 shares; 2025Q1: 6,428 shares; 2025Q2: 10,583 shares; 2025Q3: 16,347 shares; 2025Q4: 16,701 shares; 2026Q1: 18,230 shares; 2026Q2: 19,146 shares 19,146 $4.23M 0.02% +916 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 29,437 shares; 2025Q1: 29,565 shares; 2025Q2: 29,428 shares; 2025Q3: 28,372 shares; 2025Q4: 27,978 shares; 2026Q1: 26,735 shares; 2026Q2: 23,589 shares 23,589 $4.22M 0.02% -3,146 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: 4,669 shares; 2024Q4: 4,349 shares; 2025Q1: 5,154 shares; 2025Q2: 5,267 shares; 2025Q3: 4,350 shares; 2025Q4: 4,860 shares; 2026Q1: 4,868 shares; 2026Q2: 10,877 shares 10,877 $4.21M 0.02% +6,009 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 920 shares; 2025Q1: 2,399 shares; 2025Q2: 2,689 shares; 2025Q3: 4,057 shares; 2025Q4: 4,108 shares; 2026Q1: 2,561 shares; 2026Q2: 2,475 shares 2,475 $4.2M 0.01% -86 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,524 shares; 2024Q4: 17,143 shares; 2025Q1: 17,149 shares; 2025Q2: 16,616 shares; 2025Q3: 21,060 shares; 2025Q4: 24,059 shares; 2026Q1: 37,788 shares; 2026Q2: 98,051 shares 98,051 $4.18M 0.01% +60,263 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,255 shares; 2024Q4: 15,832 shares; 2025Q1: 17,577 shares; 2025Q2: 25,959 shares; 2025Q3: 26,243 shares; 2025Q4: 26,788 shares; 2026Q1: 28,987 shares; 2026Q2: 26,136 shares 26,136 $4.15M 0.01% -2,851 Timeline CNRG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,115 shares; 2025Q4: 38,018 shares; 2026Q1: 37,636 shares; 2026Q2: 36,553 shares 36,553 $4.13M 0.01% -1,083 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,817 shares; 2024Q4: 171,768 shares; 2025Q1: 90,277 shares; 2025Q2: 93,310 shares; 2025Q3: 93,943 shares; 2025Q4: 94,080 shares; 2026Q1: 107,819 shares; 2026Q2: 112,595 shares 112,595 $4.12M 0.01% +4,776 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,200 shares; 2025Q1: 67,200 shares; 2025Q2: 86,500 shares; 2025Q3: 176,900 shares; 2025Q4: 195,700 shares; 2026Q1: 195,700 shares; 2026Q2: 195,700 shares 195,700 $4.11M 0.01% 0 Timeline