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: 530,163 shares; 2024Q4: 460,855 shares; 2025Q1: 470,041 shares; 2025Q2: 817,453 shares; 2025Q3: 810,877 shares; 2025Q4: 817,895 shares; 2026Q1: 824,223 shares; 2026Q2: 4,950,558 shares 4,950,558 $426M 2.65% +4,126,335 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: 484,371 shares; 2024Q4: 523,864 shares; 2025Q1: 1,120,919 shares; 2025Q2: 1,539,575 shares; 2025Q3: 1,412,197 shares; 2025Q4: 1,626,452 shares; 2026Q1: 1,954,232 shares; 2026Q2: 2,092,449 shares 2,092,449 $394M 2.45% +138,217 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: 502,291 shares; 2024Q4: 612,032 shares; 2025Q1: 669,867 shares; 2025Q2: 735,881 shares; 2025Q3: 781,670 shares; 2025Q4: 902,994 shares; 2026Q1: 985,181 shares; 2026Q2: 1,219,742 shares 1,219,742 $353M 2.19% +234,561 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,701,955 shares; 2025Q1: 4,754,903 shares; 2025Q2: 6,823,572 shares; 2025Q3: 7,024,080 shares; 2025Q4: 7,494,580 shares; 2026Q1: 7,977,528 shares; 2026Q2: 8,449,244 shares 8,449,244 $352M 2.18% +471,716 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,366,598 shares; 2024Q4: 1,803,053 shares; 2025Q1: 2,409,463 shares; 2025Q2: 2,288,487 shares; 2025Q3: 2,343,492 shares; 2025Q4: 2,594,909 shares; 2026Q1: 2,788,906 shares; 2026Q2: 2,976,786 shares 2,976,786 $328M 2.04% +187,880 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: 218,106 shares; 2024Q4: 244,655 shares; 2025Q1: 359,838 shares; 2025Q2: 357,827 shares; 2025Q3: 538,959 shares; 2025Q4: 632,742 shares; 2026Q1: 542,393 shares; 2026Q2: 3,641,887 shares 3,641,887 $320M 1.99% +3,099,494 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,281 shares; 2024Q4: 522,946 shares; 2025Q1: 1,782,126 shares; 2025Q2: 1,778,292 shares; 2025Q3: 2,492,196 shares; 2025Q4: 2,922,087 shares; 2026Q1: 3,352,902 shares; 2026Q2: 4,521,035 shares 4,521,035 $307M 1.91% +1,168,133 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,355 shares; 2024Q4: 582,474 shares; 2025Q1: 588,737 shares; 2025Q2: 639,168 shares; 2025Q3: 831,915 shares; 2025Q4: 1,261,768 shares; 2026Q1: 1,336,897 shares; 2026Q2: 1,652,554 shares 1,652,554 $270M 1.68% +315,657 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: 176,510 shares; 2024Q4: 212,848 shares; 2025Q1: 264,917 shares; 2025Q2: 253,955 shares; 2025Q3: 263,998 shares; 2025Q4: 288,582 shares; 2026Q1: 321,276 shares; 2026Q2: 353,499 shares 353,499 $265M 1.64% +32,223 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: 326,239 shares; 2024Q4: 486,396 shares; 2025Q1: 649,837 shares; 2025Q2: 702,752 shares; 2025Q3: 764,127 shares; 2025Q4: 969,912 shares; 2026Q1: 1,145,825 shares; 2026Q2: 1,301,989 shares 1,301,989 $261M 1.62% +156,164 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: 141,463 shares; 2024Q4: 140,213 shares; 2025Q1: 189,826 shares; 2025Q2: 875,974 shares; 2025Q3: 892,908 shares; 2025Q4: 969,104 shares; 2026Q1: 997,691 shares; 2026Q2: 1,019,302 shares 1,019,302 $222M 1.38% +21,611 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,981,377 shares; 2026Q2: 5,742,774 shares 5,742,774 $210M 1.31% +761,397 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: 180,464 shares; 2024Q4: 221,381 shares; 2025Q1: 250,768 shares; 2025Q2: 303,473 shares; 2025Q3: 334,756 shares; 2025Q4: 367,461 shares; 2026Q1: 431,780 shares; 2026Q2: 520,766 shares 520,766 $194M 1.21% +88,986 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: 491,002 shares; 2024Q4: 344,955 shares; 2025Q1: 360,223 shares; 2025Q2: 299,850 shares; 2025Q3: 294,519 shares; 2025Q4: 282,059 shares; 2026Q1: 274,941 shares; 2026Q2: 272,432 shares 272,432 $187M 1.16% -2,509 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,318,176 shares; 2024Q4: 4,517,491 shares; 2025Q1: 4,499,400 shares; 2025Q2: 5,089,319 shares; 2025Q3: 5,380,575 shares; 2025Q4: 5,757,906 shares; 2026Q1: 6,208,354 shares; 2026Q2: 6,449,298 shares 6,449,298 $183M 1.14% +240,944 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: 84,768 shares; 2024Q4: 134,467 shares; 2025Q1: 159,736 shares; 2025Q2: 166,065 shares; 2025Q3: 184,939 shares; 2025Q4: 177,423 shares; 2026Q1: 234,335 shares; 2026Q2: 245,984 shares 245,984 $181M 1.13% +11,649 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712,314 shares; 2025Q3: 1,782,622 shares; 2025Q4: 1,944,852 shares; 2026Q1: 2,026,345 shares; 2026Q2: 2,155,582 shares 2,155,582 $178M 1.1% +129,237 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,209 shares; 2024Q4: 272,158 shares; 2025Q1: 276,121 shares; 2025Q2: 276,442 shares; 2025Q3: 2,795,582 shares; 2025Q4: 3,186,018 shares; 2026Q1: 3,488,600 shares; 2026Q2: 3,751,310 shares 3,751,310 $153M 0.95% +262,710 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,663 shares; 2025Q1: 50,021 shares; 2025Q2: 41,352 shares; 2025Q3: 2,430,797 shares; 2025Q4: 2,598,695 shares; 2026Q1: 2,822,911 shares; 2026Q2: 2,939,884 shares 2,939,884 $149M 0.92% +116,973 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,321 shares; 2024Q4: 169,574 shares; 2025Q1: 1,161,141 shares; 2025Q2: 1,745,592 shares; 2025Q3: 2,753,378 shares; 2025Q4: 2,541,072 shares; 2026Q1: 5,260,410 shares; 2026Q2: 6,493,994 shares 6,493,994 $148M 0.92% +1,233,584 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,333,822 shares; 2025Q3: 2,419,736 shares; 2025Q4: 2,635,628 shares; 2026Q1: 2,822,537 shares; 2026Q2: 3,224,520 shares 3,224,520 $148M 0.92% +401,983 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: 205,691 shares; 2024Q4: 283,663 shares; 2025Q1: 310,844 shares; 2025Q2: 381,763 shares; 2025Q3: 409,544 shares; 2025Q4: 481,288 shares; 2026Q1: 502,724 shares; 2026Q2: 610,008 shares 610,008 $145M 0.9% +107,284 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,472,002 shares; 2025Q4: 5,819,517 shares; 2026Q1: 6,387,075 shares; 2026Q2: 6,613,845 shares 6,613,845 $144M 0.89% +226,770 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,824 shares; 2024Q4: 325,476 shares; 2025Q1: 1,170,043 shares; 2025Q2: 1,348,323 shares; 2025Q3: 2,006,972 shares; 2025Q4: 2,218,853 shares; 2026Q1: 2,374,421 shares; 2026Q2: 2,652,673 shares 2,652,673 $139M 0.86% +278,252 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: 469,493 shares; 2024Q4: 533,318 shares; 2025Q1: 705,465 shares; 2025Q2: 1,375,153 shares; 2025Q3: 1,926,789 shares; 2025Q4: 2,584,820 shares; 2026Q1: 1,878,466 shares; 2026Q2: 1,636,220 shares 1,636,220 $136M 0.84% -242,246 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 822,994 shares; 2024Q4: 910,780 shares; 2025Q1: 1,074,026 shares; 2025Q2: 1,139,622 shares; 2025Q3: 1,184,090 shares; 2025Q4: 1,271,085 shares; 2026Q1: 1,363,626 shares; 2026Q2: 1,433,945 shares 1,433,945 $136M 0.84% +70,319 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: 50,606 shares; 2024Q4: 57,718 shares; 2025Q1: 153,946 shares; 2025Q2: 197,035 shares; 2025Q3: 254,121 shares; 2025Q4: 313,237 shares; 2026Q1: 358,773 shares; 2026Q2: 1,674,384 shares 1,674,384 $135M 0.84% +1,315,611 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: 119,733 shares; 2024Q4: 177,004 shares; 2025Q1: 206,512 shares; 2025Q2: 262,287 shares; 2025Q3: 283,964 shares; 2025Q4: 331,200 shares; 2026Q1: 338,760 shares; 2026Q2: 339,733 shares 339,733 $121M 0.75% +973 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658,567 shares; 2025Q3: 1,659,696 shares; 2025Q4: 2,167,273 shares; 2026Q1: 2,517,315 shares; 2026Q2: 2,249,238 shares 2,249,238 $119M 0.74% -268,077 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: 155,373 shares; 2024Q4: 394,763 shares; 2025Q1: 1,063,925 shares; 2025Q2: 1,710,720 shares; 2025Q3: 2,286,227 shares; 2025Q4: 2,272,686 shares; 2026Q1: 2,370,127 shares; 2026Q2: 1,524,185 shares 1,524,185 $117M 0.72% -845,942 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: 62,055 shares; 2024Q4: 111,238 shares; 2025Q1: 128,564 shares; 2025Q2: 205,829 shares; 2025Q3: 209,664 shares; 2025Q4: 252,009 shares; 2026Q1: 283,693 shares; 2026Q2: 307,472 shares 307,472 $116M 0.72% +23,779 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: 351,340 shares; 2024Q4: 268,898 shares; 2025Q1: 340,859 shares; 2025Q2: 370,968 shares; 2025Q3: 396,272 shares; 2025Q4: 305,016 shares; 2026Q1: 275,951 shares; 2026Q2: 290,722 shares 290,722 $108M 0.67% +14,771 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,900 shares; 2024Q4: 77,490 shares; 2025Q1: 104,581 shares; 2025Q2: 122,226 shares; 2025Q3: 2,107,661 shares; 2025Q4: 2,193,385 shares; 2026Q1: 2,307,167 shares; 2026Q2: 2,268,466 shares 2,268,466 $101M 0.63% -38,701 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: 75,710 shares; 2024Q4: 82,222 shares; 2025Q1: 177,886 shares; 2025Q2: 213,314 shares; 2025Q3: 258,587 shares; 2025Q4: 286,260 shares; 2026Q1: 310,293 shares; 2026Q2: 329,358 shares 329,358 $99.8M 0.62% +19,065 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: 103,890 shares; 2024Q4: 120,300 shares; 2025Q1: 129,839 shares; 2025Q2: 150,998 shares; 2025Q3: 155,017 shares; 2025Q4: 193,757 shares; 2026Q1: 209,494 shares; 2026Q2: 278,095 shares 278,095 $98.3M 0.61% +68,601 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: 5,933 shares; 2024Q4: 32,658 shares; 2025Q1: 98,146 shares; 2025Q2: 125,976 shares; 2025Q3: 160,608 shares; 2025Q4: 303,634 shares; 2026Q1: 345,340 shares; 2026Q2: 274,471 shares 274,471 $94.1M 0.58% -70,869 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: 241,794 shares; 2024Q4: 328,969 shares; 2025Q1: 897,368 shares; 2025Q2: 910,873 shares; 2025Q3: 1,036,609 shares; 2025Q4: 1,015,856 shares; 2026Q1: 1,047,183 shares; 2026Q2: 1,249,034 shares 1,249,034 $91.7M 0.57% +201,851 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: 937,156 shares; 2024Q4: 848,194 shares; 2025Q1: 863,030 shares; 2025Q2: 860,493 shares; 2025Q3: 838,845 shares; 2025Q4: 827,666 shares; 2026Q1: 815,120 shares; 2026Q2: 848,643 shares 848,643 $91.2M 0.57% +33,523 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,797 shares; 2024Q4: 118,717 shares; 2025Q1: 153,966 shares; 2025Q2: 262,942 shares; 2025Q3: 1,510,100 shares; 2025Q4: 1,802,258 shares; 2026Q1: 1,910,571 shares; 2026Q2: 1,930,814 shares 1,930,814 $91.1M 0.57% +20,243 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,835 shares; 2024Q4: 401,327 shares; 2025Q1: 227,761 shares; 2025Q2: 298,904 shares; 2025Q3: 1,690,161 shares; 2025Q4: 1,754,850 shares; 2026Q1: 1,792,844 shares; 2026Q2: 1,765,060 shares 1,765,060 $87M 0.54% -27,784 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: 149,362 shares; 2024Q4: 178,251 shares; 2025Q1: 712,718 shares; 2025Q2: 852,299 shares; 2025Q3: 1,492,094 shares; 2025Q4: 1,578,470 shares; 2026Q1: 1,657,452 shares; 2026Q2: 1,696,203 shares 1,696,203 $85.6M 0.53% +38,751 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: 68,365 shares; 2024Q4: 95,629 shares; 2025Q1: 111,410 shares; 2025Q2: 151,463 shares; 2025Q3: 157,871 shares; 2025Q4: 171,329 shares; 2026Q1: 177,870 shares; 2026Q2: 245,022 shares 245,022 $80.2M 0.5% +67,152 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: 328,965 shares; 2024Q4: 375,478 shares; 2025Q1: 527,883 shares; 2025Q2: 625,677 shares; 2025Q3: 909,795 shares; 2025Q4: 1,234,060 shares; 2026Q1: 1,357,368 shares; 2026Q2: 1,619,728 shares 1,619,728 $75.8M 0.47% +262,360 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: 76,916 shares; 2024Q4: 82,529 shares; 2025Q1: 90,837 shares; 2025Q2: 111,944 shares; 2025Q3: 119,564 shares; 2025Q4: 125,928 shares; 2026Q1: 127,305 shares; 2026Q2: 142,576 shares 142,576 $71.3M 0.44% +15,271 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 147,041 shares; 2025Q1: 165,048 shares; 2025Q2: 79,331 shares; 2025Q3: 465,545 shares; 2025Q4: 593,799 shares; 2026Q1: 839,041 shares; 2026Q2: 1,172,606 shares 1,172,606 $70M 0.44% +333,565 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: 76,983 shares; 2024Q4: 259,698 shares; 2025Q1: 448,737 shares; 2025Q2: 553,717 shares; 2025Q3: 155,659 shares; 2025Q4: 211,861 shares; 2026Q1: 251,742 shares; 2026Q2: 551,289 shares 551,289 $68.6M 0.43% +299,547 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,055,592 shares; 2025Q3: 1,513,495 shares; 2025Q4: 1,775,454 shares; 2026Q1: 2,065,477 shares; 2026Q2: 1,561,075 shares 1,561,075 $67.3M 0.42% -504,402 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: 812,163 shares; 2024Q4: 875,114 shares; 2025Q1: 518,543 shares; 2025Q2: 923,302 shares; 2025Q3: 929,372 shares; 2025Q4: 940,699 shares; 2026Q1: 933,569 shares; 2026Q2: 934,207 shares 934,207 $66.6M 0.41% +638 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: 591,317 shares; 2024Q4: 603,255 shares; 2025Q1: 497,933 shares; 2025Q2: 525,301 shares; 2025Q3: 494,220 shares; 2025Q4: 537,327 shares; 2026Q1: 529,851 shares; 2026Q2: 536,798 shares 536,798 $63.9M 0.4% +6,947 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: 5,877 shares; 2024Q4: 15,882 shares; 2025Q1: 19,475 shares; 2025Q2: 21,557 shares; 2025Q3: 36,470 shares; 2025Q4: 42,983 shares; 2026Q1: 48,434 shares; 2026Q2: 54,879 shares 54,879 $63.3M 0.39% +6,445 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,596 shares; 2024Q4: 94,896 shares; 2025Q1: 76,989 shares; 2025Q2: 80,037 shares; 2025Q3: 76,490 shares; 2025Q4: 79,904 shares; 2026Q1: 79,392 shares; 2026Q2: 84,047 shares 84,047 $62.8M 0.39% +4,655 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: 16,545 shares; 2024Q4: 20,314 shares; 2025Q1: 30,952 shares; 2025Q2: 65,014 shares; 2025Q3: 396,427 shares; 2025Q4: 322,727 shares; 2026Q1: 517,551 shares; 2026Q2: 677,106 shares 677,106 $62M 0.39% +159,555 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: 11,652 shares; 2024Q4: 145,888 shares; 2025Q1: 825,862 shares; 2025Q2: 1,916,661 shares; 2025Q3: 1,834,030 shares; 2025Q4: 1,731,654 shares; 2026Q1: 1,802,481 shares; 2026Q2: 1,817,577 shares 1,817,577 $61.5M 0.38% +15,096 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,581 shares; 2024Q4: 469,058 shares; 2025Q1: 901,340 shares; 2025Q2: 1,092,969 shares; 2025Q3: 1,562,292 shares; 2025Q4: 1,889,316 shares; 2026Q1: 2,057,653 shares; 2026Q2: 2,442,106 shares 2,442,106 $59M 0.37% +384,453 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: 169,433 shares; 2024Q4: 202,477 shares; 2025Q1: 227,310 shares; 2025Q2: 272,975 shares; 2025Q3: 318,099 shares; 2025Q4: 347,295 shares; 2026Q1: 385,315 shares; 2026Q2: 416,171 shares 416,171 $56.9M 0.35% +30,856 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,984 shares; 2025Q2: 115,220 shares; 2025Q3: 1,935,910 shares; 2025Q4: 2,035,628 shares; 2026Q1: 2,107,722 shares; 2026Q2: 2,145,383 shares 2,145,383 $56.2M 0.35% +37,661 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,848 shares; 2024Q4: 88,745 shares; 2025Q1: 133,012 shares; 2025Q2: 191,658 shares; 2025Q3: 2,259,377 shares; 2025Q4: 2,386,398 shares; 2026Q1: 2,487,719 shares; 2026Q2: 2,514,495 shares 2,514,495 $56M 0.35% +26,776 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: 14,244 shares; 2024Q4: 20,551 shares; 2025Q1: 25,303 shares; 2025Q2: 32,430 shares; 2025Q3: 34,469 shares; 2025Q4: 38,034 shares; 2026Q1: 43,559 shares; 2026Q2: 45,883 shares 45,883 $55M 0.34% +2,324 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: 38,185 shares; 2024Q4: 51,228 shares; 2025Q1: 60,974 shares; 2025Q2: 78,407 shares; 2025Q3: 84,670 shares; 2025Q4: 101,346 shares; 2026Q1: 95,625 shares; 2026Q2: 96,543 shares 96,543 $54.4M 0.34% +918 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: 87,417 shares; 2024Q4: 101,111 shares; 2025Q1: 137,423 shares; 2025Q2: 179,717 shares; 2025Q3: 186,501 shares; 2025Q4: 194,854 shares; 2026Q1: 213,524 shares; 2026Q2: 209,661 shares 209,661 $53.2M 0.33% -3,863 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: 15,441 shares; 2024Q4: 20,178 shares; 2025Q1: 21,373 shares; 2025Q2: 30,639 shares; 2025Q3: 33,381 shares; 2025Q4: 42,512 shares; 2026Q1: 46,270 shares; 2026Q2: 48,985 shares 48,985 $52.2M 0.32% +2,715 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,427 shares; 2025Q3: 1,822,843 shares; 2025Q4: 1,910,928 shares; 2026Q1: 1,982,361 shares; 2026Q2: 2,005,706 shares 2,005,706 $51.6M 0.32% +23,345 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: 107,150 shares; 2024Q4: 145,435 shares; 2025Q1: 159,330 shares; 2025Q2: 253,098 shares; 2025Q3: 308,438 shares; 2025Q4: 340,015 shares; 2026Q1: 393,029 shares; 2026Q2: 451,779 shares 451,779 $51.2M 0.32% +58,750 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: 35,652 shares; 2024Q4: 53,311 shares; 2025Q1: 58,938 shares; 2025Q2: 77,109 shares; 2025Q3: 83,957 shares; 2025Q4: 99,176 shares; 2026Q1: 109,284 shares; 2026Q2: 120,754 shares 120,754 $50.8M 0.32% +11,470 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: 425,458 shares; 2024Q4: 458,418 shares; 2025Q1: 531,998 shares; 2025Q2: 521,949 shares; 2025Q3: 569,250 shares; 2025Q4: 527,299 shares; 2026Q1: 1,123,648 shares; 2026Q2: 1,097,040 shares 1,097,040 $48.7M 0.3% -26,608 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: 379,030 shares; 2024Q4: 1,002,360 shares; 2025Q1: 954,107 shares; 2025Q2: 968,544 shares; 2025Q3: 830,507 shares; 2025Q4: 1,568,399 shares; 2026Q1: 1,535,104 shares; 2026Q2: 1,496,093 shares 1,496,093 $47.4M 0.29% -39,011 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: 126,839 shares; 2024Q4: 134,359 shares; 2025Q1: 221,568 shares; 2025Q2: 259,882 shares; 2025Q3: 271,703 shares; 2025Q4: 278,479 shares; 2026Q1: 290,905 shares; 2026Q2: 294,968 shares 294,968 $46.6M 0.29% +4,063 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,867 shares; 2025Q2: 39,691 shares; 2025Q3: 1,316,034 shares; 2025Q4: 1,360,431 shares; 2026Q1: 1,404,021 shares; 2026Q2: 1,407,335 shares 1,407,335 $46.4M 0.29% +3,314 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,644,090 shares 1,644,090 $46.1M 0.29% new 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: 18,512 shares; 2024Q4: 28,122 shares; 2025Q1: 30,224 shares; 2025Q2: 35,120 shares; 2025Q3: 33,891 shares; 2025Q4: 35,740 shares; 2026Q1: 39,256 shares; 2026Q2: 63,218 shares 63,218 $45.7M 0.28% +23,962 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: 92,460 shares; 2024Q4: 103,837 shares; 2025Q1: 110,788 shares; 2025Q2: 135,677 shares; 2025Q3: 221,319 shares; 2025Q4: 254,445 shares; 2026Q1: 284,647 shares; 2026Q2: 303,349 shares 303,349 $44.5M 0.28% +18,702 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: 1,766,915 shares; 2024Q4: 1,965,057 shares; 2025Q1: 914,547 shares; 2025Q2: 696,657 shares; 2025Q3: 639,047 shares; 2025Q4: 587,729 shares; 2026Q1: 541,491 shares; 2026Q2: 451,864 shares 451,864 $43.6M 0.27% -89,627 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 844,485 shares 844,485 $42.5M 0.26% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082,709 shares; 2025Q4: 1,114,156 shares; 2026Q1: 1,131,539 shares; 2026Q2: 1,165,412 shares 1,165,412 $42.4M 0.26% +33,873 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: 15,930 shares; 2024Q4: 18,842 shares; 2025Q1: 21,592 shares; 2025Q2: 32,208 shares; 2025Q3: 32,724 shares; 2025Q4: 35,169 shares; 2026Q1: 42,027 shares; 2026Q2: 44,872 shares 44,872 $42M 0.26% +2,845 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: 24,591 shares; 2024Q4: 31,228 shares; 2025Q1: 34,339 shares; 2025Q2: 37,959 shares; 2025Q3: 44,132 shares; 2025Q4: 57,746 shares; 2026Q1: 66,296 shares; 2026Q2: 68,850 shares 68,850 $40M 0.25% +2,554 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,707 shares; 2025Q3: 94,453 shares; 2025Q4: 245,051 shares; 2026Q1: 419,457 shares; 2026Q2: 528,335 shares 528,335 $39M 0.24% +108,878 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: 49,028 shares; 2024Q4: 54,621 shares; 2025Q1: 122,972 shares; 2025Q2: 196,403 shares; 2025Q3: 193,622 shares; 2025Q4: 228,835 shares; 2026Q1: 255,935 shares; 2026Q2: 359,522 shares 359,522 $38.7M 0.24% +103,587 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: 662,575 shares; 2024Q4: 634,431 shares; 2025Q1: 461,509 shares; 2025Q2: 453,596 shares; 2025Q3: 444,895 shares; 2025Q4: 445,773 shares; 2026Q1: 432,959 shares; 2026Q2: 432,820 shares 432,820 $38M 0.24% -139 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: 109,851 shares; 2024Q4: 195,989 shares; 2025Q1: 512,286 shares; 2025Q2: 654,157 shares; 2025Q3: 697,503 shares; 2025Q4: 465,944 shares; 2026Q1: 501,905 shares; 2026Q2: 173,173 shares 173,173 $38M 0.24% -328,732 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: 101,886 shares; 2024Q4: 99,143 shares; 2025Q1: 97,439 shares; 2025Q2: 100,713 shares; 2025Q3: 104,919 shares; 2025Q4: 244,511 shares; 2026Q1: 251,474 shares; 2026Q2: 249,788 shares 249,788 $37M 0.23% -1,686 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,694 shares; 2025Q2: 72,326 shares; 2025Q3: 92,403 shares; 2025Q4: 93,983 shares; 2026Q1: 575,358 shares; 2026Q2: 652,788 shares 652,788 $36.7M 0.23% +77,430 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: 38,985 shares; 2024Q4: 47,666 shares; 2025Q1: 55,063 shares; 2025Q2: 74,452 shares; 2025Q3: 77,729 shares; 2025Q4: 77,793 shares; 2026Q1: 81,318 shares; 2026Q2: 100,902 shares 100,902 $35.6M 0.22% +19,584 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: 125,371 shares; 2024Q4: 135,552 shares; 2025Q1: 214,275 shares; 2025Q2: 354,384 shares; 2025Q3: 308,232 shares; 2025Q4: 282,439 shares; 2026Q1: 554,843 shares; 2026Q2: 694,370 shares 694,370 $35.1M 0.22% +139,527 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 6,058 shares; 2025Q1: 74,245 shares; 2025Q2: 137,877 shares; 2025Q3: 149,926 shares; 2025Q4: 158,478 shares; 2026Q1: 241,506 shares; 2026Q2: 323,060 shares 323,060 $34.4M 0.21% +81,554 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: 18,563 shares; 2024Q4: 51,538 shares; 2025Q1: 231,497 shares; 2025Q2: 350,876 shares; 2025Q3: 578,361 shares; 2025Q4: 649,154 shares; 2026Q1: 595,990 shares; 2026Q2: 448,234 shares 448,234 $33.8M 0.21% -147,756 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: 39,485 shares; 2024Q4: 52,121 shares; 2025Q1: 59,030 shares; 2025Q2: 82,839 shares; 2025Q3: 81,286 shares; 2025Q4: 89,023 shares; 2026Q1: 91,458 shares; 2026Q2: 96,047 shares 96,047 $33M 0.2% +4,589 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: 21,664 shares; 2025Q1: 25,509 shares; 2025Q2: 36,004 shares; 2025Q3: 40,159 shares; 2025Q4: 66,421 shares; 2026Q1: 112,136 shares; 2026Q2: 75,266 shares 75,266 $32.6M 0.2% -36,870 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: 146,764 shares; 2024Q4: 280,000 shares; 2025Q1: 222,594 shares; 2025Q2: 230,405 shares; 2025Q3: 235,085 shares; 2025Q4: 236,719 shares; 2026Q1: 240,383 shares; 2026Q2: 236,673 shares 236,673 $32.5M 0.2% -3,710 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: 76,720 shares; 2024Q4: 134,765 shares; 2025Q1: 172,578 shares; 2025Q2: 221,467 shares; 2025Q3: 236,024 shares; 2025Q4: 262,146 shares; 2026Q1: 239,687 shares; 2026Q2: 275,950 shares 275,950 $32.4M 0.2% +36,263 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: 26,129 shares; 2024Q4: 30,427 shares; 2025Q1: 45,609 shares; 2025Q2: 70,494 shares; 2025Q3: 73,236 shares; 2025Q4: 76,797 shares; 2026Q1: 84,662 shares; 2026Q2: 86,154 shares 86,154 $32.2M 0.2% +1,492 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492,567 shares; 2025Q4: 505,562 shares; 2026Q1: 553,773 shares; 2026Q2: 558,944 shares 558,944 $31.7M 0.2% +5,171 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: 4,067 shares; 2024Q4: not reported; 2025Q1: 136,740 shares; 2025Q2: 394,720 shares; 2025Q3: 436,287 shares; 2025Q4: 636,337 shares; 2026Q1: 698,182 shares; 2026Q2: 874,953 shares 874,953 $31.6M 0.2% +176,771 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: 50,970 shares; 2024Q4: 54,635 shares; 2025Q1: 32,643 shares; 2025Q2: 169,586 shares; 2025Q3: 160,742 shares; 2025Q4: 143,889 shares; 2026Q1: 141,395 shares; 2026Q2: 127,220 shares 127,220 $30.9M 0.19% -14,175 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: 68,254 shares; 2024Q4: 81,697 shares; 2025Q1: 96,409 shares; 2025Q2: 125,966 shares; 2025Q3: 139,451 shares; 2025Q4: 137,637 shares; 2026Q1: 153,801 shares; 2026Q2: 185,088 shares 185,088 $30.7M 0.19% +31,287 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 12,619 shares; 2025Q1: 371,485 shares; 2025Q2: 851,158 shares; 2025Q3: 814,992 shares; 2025Q4: 802,671 shares; 2026Q1: 804,791 shares; 2026Q2: 880,325 shares 880,325 $30.6M 0.19% +75,534 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,902 shares; 2024Q4: 262,273 shares; 2025Q1: 297,182 shares; 2025Q2: 313,940 shares; 2025Q3: 55,813 shares; 2025Q4: 56,336 shares; 2026Q1: 52,494 shares; 2026Q2: 302,746 shares 302,746 $30.5M 0.19% +250,252 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,411 shares; 2024Q4: 53,680 shares; 2025Q1: 53,653 shares; 2025Q2: 53,662 shares; 2025Q3: 53,369 shares; 2025Q4: 53,951 shares; 2026Q1: 62,819 shares; 2026Q2: 369,250 shares 369,250 $30.5M 0.19% +306,431 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066,035 shares; 2025Q4: 1,117,817 shares; 2026Q1: 1,160,126 shares; 2026Q2: 1,184,223 shares 1,184,223 $29.9M 0.19% +24,097 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: 89,161 shares; 2024Q4: 99,793 shares; 2025Q1: 116,709 shares; 2025Q2: 199,259 shares; 2025Q3: 206,621 shares; 2025Q4: 231,689 shares; 2026Q1: 345,534 shares; 2026Q2: 353,665 shares 353,665 $28.7M 0.18% +8,131 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,975 shares; 2025Q4: 748,715 shares; 2026Q1: 770,904 shares; 2026Q2: 778,293 shares 778,293 $28.6M 0.18% +7,389 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,897 shares; 2024Q4: 9,198 shares; 2025Q1: 61,121 shares; 2025Q2: 87,179 shares; 2025Q3: 82,714 shares; 2025Q4: 124,933 shares; 2026Q1: 446,486 shares; 2026Q2: 590,624 shares 590,624 $28.6M 0.18% +144,138 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: 3,321 shares; 2024Q4: 79,750 shares; 2025Q1: 89,526 shares; 2025Q2: 85,249 shares; 2025Q3: 84,050 shares; 2025Q4: 84,883 shares; 2026Q1: 99,559 shares; 2026Q2: 97,027 shares 97,027 $28.2M 0.18% -2,532 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,199 shares; 2024Q4: 14,373 shares; 2025Q1: 192,141 shares; 2025Q2: 248,811 shares; 2025Q3: 386,837 shares; 2025Q4: 464,633 shares; 2026Q1: 525,643 shares; 2026Q2: 620,167 shares 620,167 $28M 0.17% +94,524 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,140 shares; 2024Q4: 48,503 shares; 2025Q1: 69,089 shares; 2025Q2: 63,262 shares; 2025Q3: 85,806 shares; 2025Q4: 183,840 shares; 2026Q1: 186,046 shares; 2026Q2: 759,755 shares 759,755 $27.8M 0.17% +573,709 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: 47,851 shares; 2024Q4: 49,226 shares; 2025Q1: 59,033 shares; 2025Q2: 79,581 shares; 2025Q3: 82,042 shares; 2025Q4: 93,295 shares; 2026Q1: 104,910 shares; 2026Q2: 108,652 shares 108,652 $27.3M 0.17% +3,742 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: 15,866 shares; 2024Q4: 46,811 shares; 2025Q1: 52,156 shares; 2025Q2: 42,529 shares; 2025Q3: 42,319 shares; 2025Q4: 40,834 shares; 2026Q1: 41,616 shares; 2026Q2: 41,345 shares 41,345 $27.1M 0.17% -271 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,003 shares; 2024Q4: 248,759 shares; 2025Q1: 187,242 shares; 2025Q2: 223,866 shares; 2025Q3: 222,815 shares; 2025Q4: 268,371 shares; 2026Q1: 380,923 shares; 2026Q2: 537,614 shares 537,614 $27.1M 0.17% +156,691 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: 51,237 shares; 2024Q4: 53,066 shares; 2025Q1: 53,838 shares; 2025Q2: 54,667 shares; 2025Q3: 56,930 shares; 2025Q4: 120,390 shares; 2026Q1: 144,123 shares; 2026Q2: 142,007 shares 142,007 $27.1M 0.17% -2,116 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: 50,037 shares; 2024Q4: 68,722 shares; 2025Q1: 89,760 shares; 2025Q2: 124,198 shares; 2025Q3: 140,743 shares; 2025Q4: 158,043 shares; 2026Q1: 196,841 shares; 2026Q2: 209,288 shares 209,288 $26.9M 0.17% +12,447 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: 24,242 shares; 2025Q1: 51,629 shares; 2025Q2: 53,894 shares; 2025Q3: 56,600 shares; 2025Q4: 95,640 shares; 2026Q1: 172,832 shares; 2026Q2: 158,220 shares 158,220 $26.9M 0.17% -14,612 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,326 shares; 2024Q4: 87,892 shares; 2025Q1: 59,090 shares; 2025Q2: 38,134 shares; 2025Q3: 20,527 shares; 2025Q4: 711,579 shares; 2026Q1: 751,276 shares; 2026Q2: 802,985 shares 802,985 $26.9M 0.17% +51,709 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: 54,424 shares; 2024Q4: 66,736 shares; 2025Q1: 78,108 shares; 2025Q2: 126,492 shares; 2025Q3: 184,573 shares; 2025Q4: 234,794 shares; 2026Q1: 218,284 shares; 2026Q2: 192,070 shares 192,070 $26.8M 0.17% -26,214 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,514 shares; 2024Q4: 30,743 shares; 2025Q1: 21,569 shares; 2025Q2: 96,816 shares; 2025Q3: 91,973 shares; 2025Q4: 81,868 shares; 2026Q1: 79,726 shares; 2026Q2: 72,415 shares 72,415 $26.5M 0.16% -7,311 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: 1,410 shares; 2024Q4: 1,969 shares; 2025Q1: 2,336 shares; 2025Q2: 7,852 shares; 2025Q3: 7,627 shares; 2025Q4: 8,213 shares; 2026Q1: 8,817 shares; 2026Q2: 87,377 shares 87,377 $26.4M 0.16% +78,560 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,290 shares; 2024Q4: 179,814 shares; 2025Q1: 163,260 shares; 2025Q2: 177,977 shares; 2025Q3: 177,398 shares; 2025Q4: 177,497 shares; 2026Q1: 176,727 shares; 2026Q2: 174,046 shares 174,046 $25.8M 0.16% -2,681 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: 74,083 shares; 2024Q4: 80,197 shares; 2025Q1: 102,979 shares; 2025Q2: 129,899 shares; 2025Q3: 141,729 shares; 2025Q4: 181,205 shares; 2026Q1: 335,656 shares; 2026Q2: 348,320 shares 348,320 $25.1M 0.16% +12,664 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: 21,766 shares; 2024Q4: 43,814 shares; 2025Q1: 19,523 shares; 2025Q2: 14,047 shares; 2025Q3: 11,091 shares; 2025Q4: 8,533 shares; 2026Q1: 144,578 shares; 2026Q2: 289,543 shares 289,543 $25M 0.16% +144,965 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,576 shares; 2024Q4: 167,218 shares; 2025Q1: 180,540 shares; 2025Q2: 163,121 shares; 2025Q3: 168,090 shares; 2025Q4: 175,248 shares; 2026Q1: 188,740 shares; 2026Q2: 193,496 shares 193,496 $24.7M 0.15% +4,756 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572,111 shares; 2024Q4: 520,797 shares; 2025Q1: 290,626 shares; 2025Q2: 290,351 shares; 2025Q3: 244,726 shares; 2025Q4: 463,573 shares; 2026Q1: 479,913 shares; 2026Q2: 484,355 shares 484,355 $24.4M 0.15% +4,442 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,449 shares; 2024Q4: 67,203 shares; 2025Q1: 27,661 shares; 2025Q2: 21,261 shares; 2025Q3: 15,197 shares; 2025Q4: 105,225 shares; 2026Q1: 135,733 shares; 2026Q2: 195,616 shares 195,616 $24.4M 0.15% +59,883 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: 7,748 shares; 2024Q4: 8,623 shares; 2025Q1: 14,258 shares; 2025Q2: 18,087 shares; 2025Q3: 12,908 shares; 2025Q4: 16,751 shares; 2026Q1: 87,282 shares; 2026Q2: 114,293 shares 114,293 $24.3M 0.15% +27,011 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: 54,006 shares; 2024Q4: 63,768 shares; 2025Q1: 72,919 shares; 2025Q2: 105,547 shares; 2025Q3: 105,429 shares; 2025Q4: 112,240 shares; 2026Q1: 121,268 shares; 2026Q2: 123,890 shares 123,890 $23.5M 0.15% +2,622 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: 59,014 shares; 2024Q4: 92,054 shares; 2025Q1: 114,164 shares; 2025Q2: 141,757 shares; 2025Q3: 149,678 shares; 2025Q4: 137,747 shares; 2026Q1: 133,694 shares; 2026Q2: 129,187 shares 129,187 $23.4M 0.15% -4,507 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: 10,482 shares; 2024Q4: 11,112 shares; 2025Q1: 1,712,700 shares; 2025Q2: 2,611,549 shares; 2025Q3: 381,609 shares; 2025Q4: 368,276 shares; 2026Q1: 316,932 shares; 2026Q2: 301,412 shares 301,412 $22.9M 0.14% -15,520 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: 291,617 shares; 2024Q4: 466,817 shares; 2025Q1: 348,973 shares; 2025Q2: 354,436 shares; 2025Q3: 312,533 shares; 2025Q4: 505,108 shares; 2026Q1: 416,141 shares; 2026Q2: 491,505 shares 491,505 $22.7M 0.14% +75,364 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: 9,816 shares; 2024Q4: 10,557 shares; 2025Q1: 11,166 shares; 2025Q2: 19,057 shares; 2025Q3: 19,195 shares; 2025Q4: 20,715 shares; 2026Q1: 21,666 shares; 2026Q2: 22,097 shares 22,097 $22.3M 0.14% +431 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: 31,639 shares; 2024Q4: 42,435 shares; 2025Q1: 51,601 shares; 2025Q2: 41,435 shares; 2025Q3: 52,673 shares; 2025Q4: 155,110 shares; 2026Q1: 368,614 shares; 2026Q2: 387,188 shares 387,188 $22.3M 0.14% +18,574 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: 7,954 shares; 2024Q4: 14,158 shares; 2025Q1: 26,193 shares; 2025Q2: 70,702 shares; 2025Q3: 69,155 shares; 2025Q4: 88,424 shares; 2026Q1: 100,237 shares; 2026Q2: 106,437 shares 106,437 $22.2M 0.14% +6,200 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: 25,000 shares; 2024Q4: 52,987 shares; 2025Q1: 56,017 shares; 2025Q2: 61,140 shares; 2025Q3: 73,861 shares; 2025Q4: 70,827 shares; 2026Q1: 71,110 shares; 2026Q2: 74,295 shares 74,295 $22.1M 0.14% +3,185 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: 21,328 shares; 2024Q4: 27,202 shares; 2025Q1: 35,632 shares; 2025Q2: 36,238 shares; 2025Q3: 33,874 shares; 2025Q4: 41,532 shares; 2026Q1: 272,554 shares; 2026Q2: 321,611 shares 321,611 $22M 0.14% +49,057 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,989 shares; 2026Q2: 457,123 shares 457,123 $21.7M 0.13% +425,134 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: 7,292 shares; 2024Q4: 12,414 shares; 2025Q1: 16,643 shares; 2025Q2: 17,245 shares; 2025Q3: 16,185 shares; 2025Q4: 44,105 shares; 2026Q1: 51,321 shares; 2026Q2: 174,053 shares 174,053 $21.6M 0.13% +122,732 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: 5,335 shares; 2024Q4: 6,605 shares; 2025Q1: 10,635 shares; 2025Q2: 11,724 shares; 2025Q3: 12,850 shares; 2025Q4: 15,080 shares; 2026Q1: 17,297 shares; 2026Q2: 18,386 shares 18,386 $21.6M 0.13% +1,089 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: 6,656 shares; 2024Q4: 10,937 shares; 2025Q1: 19,488 shares; 2025Q2: 25,772 shares; 2025Q3: 39,975 shares; 2025Q4: 42,734 shares; 2026Q1: 44,624 shares; 2026Q2: 44,535 shares 44,535 $21.3M 0.13% -89 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: 43,092 shares; 2024Q4: 83,397 shares; 2025Q1: 206,402 shares; 2025Q2: 240,171 shares; 2025Q3: 105,137 shares; 2025Q4: 96,665 shares; 2026Q1: 84,632 shares; 2026Q2: 83,644 shares 83,644 $21.1M 0.13% -988 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 646,003 shares; 2025Q4: 673,128 shares; 2026Q1: 729,089 shares; 2026Q2: 713,832 shares 713,832 $21M 0.13% -15,257 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,856 shares; 2025Q2: 28,757 shares; 2025Q3: 498,401 shares; 2025Q4: 508,723 shares; 2026Q1: 529,723 shares; 2026Q2: 557,268 shares 557,268 $20.9M 0.13% +27,545 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: 116,774 shares; 2024Q4: 138,187 shares; 2025Q1: 148,627 shares; 2025Q2: 397,493 shares; 2025Q3: 401,039 shares; 2025Q4: 400,925 shares; 2026Q1: 563,331 shares; 2026Q2: 434,526 shares 434,526 $20.9M 0.13% -128,805 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: 7,003 shares; 2024Q4: 7,445 shares; 2025Q1: 13,628 shares; 2025Q2: 17,389 shares; 2025Q3: 23,473 shares; 2025Q4: 21,059 shares; 2026Q1: 22,571 shares; 2026Q2: 173,991 shares 173,991 $20.8M 0.13% +151,420 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: 5,647 shares; 2024Q4: 104,005 shares; 2025Q1: 431,771 shares; 2025Q2: 465,081 shares; 2025Q3: 423,385 shares; 2025Q4: 725,392 shares; 2026Q1: 749,201 shares; 2026Q2: 705,251 shares 705,251 $20.8M 0.13% -43,950 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: 33,414 shares; 2024Q4: 74,384 shares; 2025Q1: 76,212 shares; 2025Q2: 83,350 shares; 2025Q3: 86,602 shares; 2025Q4: 103,211 shares; 2026Q1: 101,369 shares; 2026Q2: 90,951 shares 90,951 $20.7M 0.13% -10,418 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409,522 shares; 2025Q4: 425,441 shares; 2026Q1: 381,394 shares; 2026Q2: 387,889 shares 387,889 $20.6M 0.13% +6,495 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602,802 shares; 2025Q4: 622,854 shares; 2026Q1: 687,572 shares; 2026Q2: 689,804 shares 689,804 $20.6M 0.13% +2,232 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: 8,043 shares; 2024Q4: 11,217 shares; 2025Q1: 13,269 shares; 2025Q2: 16,207 shares; 2025Q3: 17,069 shares; 2025Q4: 161,613 shares; 2026Q1: 197,645 shares; 2026Q2: 282,703 shares 282,703 $20.2M 0.13% +85,058 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: 6,665 shares; 2024Q4: 13,767 shares; 2025Q1: 77,828 shares; 2025Q2: 168,170 shares; 2025Q3: 205,171 shares; 2025Q4: 289,852 shares; 2026Q1: 462,130 shares; 2026Q2: 713,975 shares 713,975 $19.8M 0.12% +251,845 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,813 shares; 2024Q4: 7,631 shares; 2025Q1: 6,682 shares; 2025Q2: 19,854 shares; 2025Q3: 19,555 shares; 2025Q4: 49,410 shares; 2026Q1: 166,961 shares; 2026Q2: 181,185 shares 181,185 $19.8M 0.12% +14,224 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402,391 shares; 2025Q4: 411,316 shares; 2026Q1: 428,910 shares; 2026Q2: 432,089 shares 432,089 $19.7M 0.12% +3,179 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: 10,630 shares; 2024Q4: 18,761 shares; 2025Q1: 20,034 shares; 2025Q2: 17,200 shares; 2025Q3: 18,262 shares; 2025Q4: 32,689 shares; 2026Q1: 38,968 shares; 2026Q2: 170,910 shares 170,910 $19.5M 0.12% +131,942 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 907,352 shares; 2025Q4: 934,855 shares; 2026Q1: 1,029,862 shares; 2026Q2: 1,057,503 shares 1,057,503 $19.5M 0.12% +27,641 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,093 shares; 2024Q4: 164,100 shares; 2025Q1: 98,733 shares; 2025Q2: 161,167 shares; 2025Q3: 153,881 shares; 2025Q4: 291,883 shares; 2026Q1: 326,192 shares; 2026Q2: 370,844 shares 370,844 $19.2M 0.12% +44,652 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: 57,347 shares; 2024Q4: 55,657 shares; 2025Q1: 65,419 shares; 2025Q2: 71,925 shares; 2025Q3: 73,321 shares; 2025Q4: 76,610 shares; 2026Q1: 83,151 shares; 2026Q2: 81,124 shares 81,124 $19.2M 0.12% -2,027 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: 316,162 shares; 2024Q4: 322,213 shares; 2025Q1: 249,290 shares; 2025Q2: 244,709 shares; 2025Q3: 230,246 shares; 2025Q4: 298,513 shares; 2026Q1: 336,549 shares; 2026Q2: 356,854 shares 356,854 $19.1M 0.12% +20,305 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: 56,595 shares; 2024Q4: 65,699 shares; 2025Q1: 78,105 shares; 2025Q2: 114,344 shares; 2025Q3: 121,795 shares; 2025Q4: 136,635 shares; 2026Q1: 143,441 shares; 2026Q2: 138,616 shares 138,616 $18.8M 0.12% -4,825 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: 1,071,081 shares; 2024Q4: 975,247 shares; 2025Q1: 771,066 shares; 2025Q2: 402,331 shares; 2025Q3: 357,695 shares; 2025Q4: 342,643 shares; 2026Q1: 326,417 shares; 2026Q2: 325,390 shares 325,390 $18.8M 0.12% -1,027 Timeline ILF 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: 39,965 shares; 2025Q1: 35,388 shares; 2025Q2: 26,762 shares; 2025Q3: 20,030 shares; 2025Q4: 19,193 shares; 2026Q1: 427,672 shares; 2026Q2: 552,201 shares 552,201 $18.6M 0.12% +124,529 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: 1,660 shares; 2024Q4: 11,157 shares; 2025Q1: 17,760 shares; 2025Q2: 44,925 shares; 2025Q3: 49,659 shares; 2025Q4: 50,635 shares; 2026Q1: 56,882 shares; 2026Q2: 74,463 shares 74,463 $18.3M 0.11% +17,581 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,843 shares; 2024Q4: 70,978 shares; 2025Q1: 85,023 shares; 2025Q2: 70,375 shares; 2025Q3: 80,172 shares; 2025Q4: 79,796 shares; 2026Q1: 52,578 shares; 2026Q2: 50,035 shares 50,035 $18.3M 0.11% -2,543 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: 16,930 shares; 2024Q4: 36,730 shares; 2025Q1: 67,836 shares; 2025Q2: 86,478 shares; 2025Q3: 100,283 shares; 2025Q4: 176,777 shares; 2026Q1: 173,576 shares; 2026Q2: 181,117 shares 181,117 $17.9M 0.11% +7,541 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,189 shares; 2025Q3: 69,845 shares; 2025Q4: 73,730 shares; 2026Q1: 289,269 shares; 2026Q2: 331,096 shares 331,096 $17.9M 0.11% +41,827 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: 70,167 shares; 2024Q4: 76,827 shares; 2025Q1: 97,585 shares; 2025Q2: 137,220 shares; 2025Q3: 137,701 shares; 2025Q4: 139,648 shares; 2026Q1: 173,406 shares; 2026Q2: 183,663 shares 183,663 $17.7M 0.11% +10,257 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,659 shares; 2026Q1: 391,156 shares; 2026Q2: 435,269 shares 435,269 $17.7M 0.11% +44,113 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: 6,148 shares; 2024Q4: 9,067 shares; 2025Q1: 15,422 shares; 2025Q2: 31,059 shares; 2025Q3: 35,732 shares; 2025Q4: 43,764 shares; 2026Q1: 50,221 shares; 2026Q2: 51,386 shares 51,386 $17.5M 0.11% +1,165 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: 16,773 shares; 2024Q4: 21,207 shares; 2025Q1: 25,439 shares; 2025Q2: 31,120 shares; 2025Q3: 32,344 shares; 2025Q4: 36,860 shares; 2026Q1: 34,685 shares; 2026Q2: 33,960 shares 33,960 $17.4M 0.11% -725 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: 17,852 shares; 2024Q4: 25,994 shares; 2025Q1: 25,401 shares; 2025Q2: 21,703 shares; 2025Q3: 22,478 shares; 2025Q4: 23,157 shares; 2026Q1: 70,663 shares; 2026Q2: 58,006 shares 58,006 $17.4M 0.11% -12,657 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: 100,504 shares; 2024Q4: 135,385 shares; 2025Q1: 172,511 shares; 2025Q2: 195,104 shares; 2025Q3: 205,654 shares; 2025Q4: 250,668 shares; 2026Q1: 282,044 shares; 2026Q2: 303,228 shares 303,228 $17.3M 0.11% +21,184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,984 shares; 2025Q3: 18,388 shares; 2025Q4: 28,139 shares; 2026Q1: 28,028 shares; 2026Q2: 26,556 shares 26,556 $17M 0.11% -1,472 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,635 shares; 2024Q4: 90,427 shares; 2025Q1: 81,510 shares; 2025Q2: 80,411 shares; 2025Q3: 74,318 shares; 2025Q4: 75,520 shares; 2026Q1: 77,029 shares; 2026Q2: 76,962 shares 76,962 $16.9M 0.1% -67 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,626 shares; 2024Q4: 12,835 shares; 2025Q1: 18,520 shares; 2025Q2: 17,184 shares; 2025Q3: 18,452 shares; 2025Q4: 20,159 shares; 2026Q1: 23,109 shares; 2026Q2: 23,648 shares 23,648 $16.9M 0.1% +539 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: not reported; 2024Q4: 3,620 shares; 2025Q1: 6,051 shares; 2025Q2: 13,550 shares; 2025Q3: 15,924 shares; 2025Q4: 33,014 shares; 2026Q1: 15,951 shares; 2026Q2: 39,061 shares 39,061 $16.9M 0.1% +23,110 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: 32,419 shares; 2024Q4: 47,160 shares; 2025Q1: 54,734 shares; 2025Q2: 73,873 shares; 2025Q3: 83,417 shares; 2025Q4: 88,171 shares; 2026Q1: 83,261 shares; 2026Q2: 113,663 shares 113,663 $16.7M 0.1% +30,402 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: 26,015 shares; 2024Q4: 36,120 shares; 2025Q1: 42,990 shares; 2025Q2: 81,978 shares; 2025Q3: 82,787 shares; 2025Q4: 103,949 shares; 2026Q1: 101,261 shares; 2026Q2: 101,296 shares 101,296 $16.6M 0.1% +35 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401,738 shares; 2025Q4: 332,824 shares; 2026Q1: 226,693 shares; 2026Q2: 211,220 shares 211,220 $16.5M 0.1% -15,473 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: 21,006 shares; 2024Q4: 16,365 shares; 2025Q1: 78,977 shares; 2025Q2: 80,589 shares; 2025Q3: 89,895 shares; 2025Q4: 54,089 shares; 2026Q1: 48,066 shares; 2026Q2: 53,367 shares 53,367 $16.2M 0.1% +5,301 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,822 shares; 2024Q4: 286,049 shares; 2025Q1: 243,358 shares; 2025Q2: 236,620 shares; 2025Q3: 241,858 shares; 2025Q4: 239,878 shares; 2026Q1: 244,843 shares; 2026Q2: 246,487 shares 246,487 $16.2M 0.1% +1,644 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: 6,658 shares; 2024Q4: 9,930 shares; 2025Q1: 10,665 shares; 2025Q2: 9,318 shares; 2025Q3: 9,309 shares; 2025Q4: 9,318 shares; 2026Q1: 11,566 shares; 2026Q2: 80,653 shares 80,653 $16.1M 0.1% +69,087 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: 4,430 shares; 2024Q4: 10,060 shares; 2025Q1: 10,935 shares; 2025Q2: 17,678 shares; 2025Q3: 18,210 shares; 2025Q4: 20,448 shares; 2026Q1: 22,000 shares; 2026Q2: 21,178 shares 21,178 $16M 0.1% -822 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: 14,122 shares; 2024Q4: 17,997 shares; 2025Q1: 20,816 shares; 2025Q2: 37,397 shares; 2025Q3: 37,432 shares; 2025Q4: 43,271 shares; 2026Q1: 46,933 shares; 2026Q2: 47,284 shares 47,284 $16M 0.1% +351 Timeline IBTH 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: 22,789 shares; 2025Q3: 22,950 shares; 2025Q4: 1,169,742 shares; 2026Q1: 1,187,645 shares; 2026Q2: 712,385 shares 712,385 $15.9M 0.1% -475,260 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,161 shares; 2025Q1: 46,720 shares; 2025Q2: 49,555 shares; 2025Q3: 58,766 shares; 2025Q4: 72,883 shares; 2026Q1: 85,211 shares; 2026Q2: 239,709 shares 239,709 $15.9M 0.1% +154,498 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: 113,801 shares; 2024Q4: 152,061 shares; 2025Q1: 137,086 shares; 2025Q2: 153,422 shares; 2025Q3: 160,562 shares; 2025Q4: 178,806 shares; 2026Q1: 165,793 shares; 2026Q2: 136,015 shares 136,015 $15.9M 0.1% -29,778 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: 124,297 shares; 2024Q4: 139,319 shares; 2025Q1: 158,634 shares; 2025Q2: 157,520 shares; 2025Q3: 139,812 shares; 2025Q4: 161,241 shares; 2026Q1: 165,498 shares; 2026Q2: 103,082 shares 103,082 $15.8M 0.1% -62,416 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: 24,801 shares; 2024Q4: 29,858 shares; 2025Q1: 30,489 shares; 2025Q2: 31,300 shares; 2025Q3: 31,257 shares; 2025Q4: 32,399 shares; 2026Q1: 36,674 shares; 2026Q2: 37,080 shares 37,080 $15.8M 0.1% +406 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,596 shares; 2025Q1: 7,454 shares; 2025Q2: 13,549 shares; 2025Q3: 16,078 shares; 2025Q4: 20,423 shares; 2026Q1: 51,470 shares; 2026Q2: 61,501 shares 61,501 $15.7M 0.1% +10,031 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 15 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $15.7M 0.1% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 311,542 shares; 2026Q1: 325,982 shares; 2026Q2: 339,992 shares 339,992 $15.7M 0.1% +14,010 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,579 shares; 2024Q4: 8,062 shares; 2025Q1: 7,942 shares; 2025Q2: 7,759 shares; 2025Q3: 7,759 shares; 2025Q4: 439,212 shares; 2026Q1: 458,213 shares; 2026Q2: 267,262 shares 267,262 $15.6M 0.1% -190,951 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: 17,281 shares; 2024Q4: 20,825 shares; 2025Q1: 28,176 shares; 2025Q2: 37,842 shares; 2025Q3: 39,455 shares; 2025Q4: 48,843 shares; 2026Q1: 51,754 shares; 2026Q2: 55,170 shares 55,170 $15.5M 0.1% +3,416 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,285 shares; 2025Q2: 51,243 shares; 2025Q3: 83,173 shares; 2025Q4: 115,056 shares; 2026Q1: 215,034 shares; 2026Q2: 304,469 shares 304,469 $15.5M 0.1% +89,435 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,954 shares; 2025Q3: 106,616 shares; 2025Q4: 293,747 shares; 2026Q1: 402,206 shares; 2026Q2: 504,693 shares 504,693 $15.4M 0.1% +102,487 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,566 shares; 2024Q4: 40,698 shares; 2025Q1: 45,658 shares; 2025Q2: 47,173 shares; 2025Q3: 51,124 shares; 2025Q4: 210,248 shares; 2026Q1: 212,452 shares; 2026Q2: 188,051 shares 188,051 $15.2M 0.09% -24,401 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 17,077 shares; 2025Q1: 62,978 shares; 2025Q2: 110,327 shares; 2025Q3: 107,261 shares; 2025Q4: 270,291 shares; 2026Q1: 283,983 shares; 2026Q2: 296,646 shares 296,646 $15.1M 0.09% +12,663 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: 114,974 shares; 2024Q4: 115,046 shares; 2025Q1: 83,222 shares; 2025Q2: 70,390 shares; 2025Q3: 71,659 shares; 2025Q4: 265,482 shares; 2026Q1: 281,329 shares; 2026Q2: 284,961 shares 284,961 $15.1M 0.09% +3,632 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: 6,957 shares; 2024Q4: 27,469 shares; 2025Q1: 63,470 shares; 2025Q2: 79,384 shares; 2025Q3: 83,407 shares; 2025Q4: 96,453 shares; 2026Q1: 100,768 shares; 2026Q2: 107,884 shares 107,884 $15.1M 0.09% +7,116 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,872 shares; 2025Q2: 7,608 shares; 2025Q3: 7,480 shares; 2025Q4: 6,834 shares; 2026Q1: 7,185 shares; 2026Q2: 96,502 shares 96,502 $15.1M 0.09% +89,317 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: 22,183 shares; 2024Q4: 23,096 shares; 2025Q1: 22,880 shares; 2025Q2: 20,365 shares; 2025Q3: 21,998 shares; 2025Q4: 53,262 shares; 2026Q1: 89,868 shares; 2026Q2: 128,321 shares 128,321 $15M 0.09% +38,453 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: 8,775 shares; 2024Q4: 10,910 shares; 2025Q1: 23,169 shares; 2025Q2: 35,444 shares; 2025Q3: 38,508 shares; 2025Q4: 45,001 shares; 2026Q1: 47,554 shares; 2026Q2: 58,401 shares 58,401 $14.9M 0.09% +10,847 Timeline IWC 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: 43,071 shares; 2026Q2: 73,262 shares 73,262 $14.7M 0.09% +30,191 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: 35,179 shares; 2025Q2: 91,002 shares; 2025Q3: 90,977 shares; 2025Q4: 92,586 shares; 2026Q1: 183,650 shares; 2026Q2: 215,899 shares 215,899 $14.5M 0.09% +32,249 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,523 shares; 2024Q4: not reported; 2025Q1: 79,694 shares; 2025Q2: 141,579 shares; 2025Q3: 133,210 shares; 2025Q4: 130,879 shares; 2026Q1: 129,669 shares; 2026Q2: 162,670 shares 162,670 $14.5M 0.09% +33,001 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,400 shares; 2024Q4: 330,250 shares; 2025Q1: 378,344 shares; 2025Q2: 375,728 shares; 2025Q3: 384,720 shares; 2025Q4: 376,004 shares; 2026Q1: 361,645 shares; 2026Q2: 368,968 shares 368,968 $14.1M 0.09% +7,323 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,757 shares; 2026Q1: 87,737 shares; 2026Q2: 139,584 shares 139,584 $14.1M 0.09% +51,847 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: 31,778 shares; 2024Q4: 34,891 shares; 2025Q1: 47,221 shares; 2025Q2: 56,201 shares; 2025Q3: 62,158 shares; 2025Q4: 75,398 shares; 2026Q1: 88,406 shares; 2026Q2: 92,252 shares 92,252 $14M 0.09% +3,846 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: 33,398 shares; 2024Q4: 33,388 shares; 2025Q1: 23,945 shares; 2025Q2: 27,392 shares; 2025Q3: 32,585 shares; 2025Q4: 37,363 shares; 2026Q1: 37,915 shares; 2026Q2: 37,566 shares 37,566 $13.8M 0.09% -349 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: 1,113 shares; 2024Q4: 26,996 shares; 2025Q1: 34,974 shares; 2025Q2: 36,971 shares; 2025Q3: 36,910 shares; 2025Q4: 39,270 shares; 2026Q1: 37,584 shares; 2026Q2: 40,098 shares 40,098 $13.7M 0.08% +2,514 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: 7,012 shares; 2024Q4: 8,653 shares; 2025Q1: 11,154 shares; 2025Q2: 27,589 shares; 2025Q3: 35,944 shares; 2025Q4: 41,673 shares; 2026Q1: 42,428 shares; 2026Q2: 38,284 shares 38,284 $13.6M 0.08% -4,144 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: 4,120 shares; 2024Q4: 5,776 shares; 2025Q1: 9,331 shares; 2025Q2: 14,769 shares; 2025Q3: 15,459 shares; 2025Q4: 21,179 shares; 2026Q1: 32,411 shares; 2026Q2: 34,131 shares 34,131 $13.6M 0.08% +1,720 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: not reported; 2024Q4: 427,886 shares; 2025Q1: 625,320 shares; 2025Q2: 373,221 shares; 2025Q3: 347,359 shares; 2025Q4: 870,013 shares; 2026Q1: 750,213 shares; 2026Q2: 432,693 shares 432,693 $13.5M 0.08% -317,520 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,079 shares; 2025Q1: 2,642 shares; 2025Q2: 4,343 shares; 2025Q3: 4,774 shares; 2025Q4: 5,946 shares; 2026Q1: 6,819 shares; 2026Q2: 6,747 shares 6,747 $13.4M 0.08% -72 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: 8,587 shares; 2024Q4: 14,789 shares; 2025Q1: 20,573 shares; 2025Q2: 25,925 shares; 2025Q3: 25,724 shares; 2025Q4: 33,207 shares; 2026Q1: 25,764 shares; 2026Q2: 31,551 shares 31,551 $13.1M 0.08% +5,787 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,055 shares; 2024Q4: 43,023 shares; 2025Q1: 50,677 shares; 2025Q2: 77,236 shares; 2025Q3: 75,391 shares; 2025Q4: 68,559 shares; 2026Q1: 129,395 shares; 2026Q2: 148,952 shares 148,952 $13.1M 0.08% +19,557 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,617 shares; 2024Q4: 86,602 shares; 2025Q1: 94,816 shares; 2025Q2: 91,960 shares; 2025Q3: 90,797 shares; 2025Q4: 105,797 shares; 2026Q1: 112,186 shares; 2026Q2: 114,881 shares 114,881 $13M 0.08% +2,695 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: 17,005 shares; 2024Q4: 23,475 shares; 2025Q1: 25,207 shares; 2025Q2: 37,512 shares; 2025Q3: 39,034 shares; 2025Q4: 43,455 shares; 2026Q1: 51,678 shares; 2026Q2: 47,637 shares 47,637 $13M 0.08% -4,041 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: 49,893 shares; 2024Q4: 64,202 shares; 2025Q1: 137,048 shares; 2025Q2: 205,603 shares; 2025Q3: 201,993 shares; 2025Q4: 223,085 shares; 2026Q1: 221,005 shares; 2026Q2: 215,425 shares 215,425 $12.9M 0.08% -5,580 Timeline IBTJ 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: 15,184 shares; 2025Q3: 15,938 shares; 2025Q4: 18,009 shares; 2026Q1: 18,072 shares; 2026Q2: 588,260 shares 588,260 $12.7M 0.08% +570,188 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: 214,449 shares; 2024Q4: 299,931 shares; 2025Q1: 382,332 shares; 2025Q2: 459,082 shares; 2025Q3: 477,635 shares; 2025Q4: 480,517 shares; 2026Q1: 546,942 shares; 2026Q2: 605,464 shares 605,464 $12.5M 0.08% +58,522 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,086 shares; 2024Q4: 6,543 shares; 2025Q1: 6,165 shares; 2025Q2: 12,850 shares; 2025Q3: 14,659 shares; 2025Q4: 132,983 shares; 2026Q1: 135,776 shares; 2026Q2: 138,670 shares 138,670 $12.5M 0.08% +2,894 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: 12,676 shares; 2025Q1: 13,046 shares; 2025Q2: 14,110 shares; 2025Q3: 14,239 shares; 2025Q4: 14,649 shares; 2026Q1: 15,912 shares; 2026Q2: 12,854 shares 12,854 $12.4M 0.08% -3,058 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: 3,004 shares; 2024Q4: 7,034 shares; 2025Q1: 13,296 shares; 2025Q2: 61,255 shares; 2025Q3: 62,951 shares; 2025Q4: 71,216 shares; 2026Q1: 82,546 shares; 2026Q2: 85,470 shares 85,470 $12.4M 0.08% +2,924 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,189 shares; 2024Q4: 149,733 shares; 2025Q1: 129,001 shares; 2025Q2: 159,354 shares; 2025Q3: 153,737 shares; 2025Q4: 185,920 shares; 2026Q1: 237,933 shares; 2026Q2: 244,034 shares 244,034 $12.3M 0.08% +6,101 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: 7,924 shares; 2024Q4: 9,959 shares; 2025Q1: 11,896 shares; 2025Q2: 13,840 shares; 2025Q3: 15,581 shares; 2025Q4: 17,196 shares; 2026Q1: 18,767 shares; 2026Q2: 23,553 shares 23,553 $12.2M 0.08% +4,786 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: 22,393 shares; 2024Q4: 25,926 shares; 2025Q1: 29,982 shares; 2025Q2: 35,538 shares; 2025Q3: 36,828 shares; 2025Q4: 40,915 shares; 2026Q1: 51,263 shares; 2026Q2: 45,211 shares 45,211 $12.2M 0.08% -6,052 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: not reported; 2024Q4: 6,422 shares; 2025Q1: 13,709 shares; 2025Q2: 18,738 shares; 2025Q3: 18,212 shares; 2025Q4: 17,826 shares; 2026Q1: 23,224 shares; 2026Q2: 36,110 shares 36,110 $12.1M 0.08% +12,886 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,281 shares; 2025Q2: 156,348 shares; 2025Q3: 191,569 shares; 2025Q4: 243,314 shares; 2026Q1: 290,398 shares; 2026Q2: 318,159 shares 318,159 $12.1M 0.08% +27,761 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,855 shares; 2025Q2: 28,752 shares; 2025Q3: 49,484 shares; 2025Q4: 69,389 shares; 2026Q1: 80,726 shares; 2026Q2: 89,936 shares 89,936 $12M 0.07% +9,210 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,255 shares; 2025Q1: 4,761 shares; 2025Q2: 2,966 shares; 2025Q3: 2,712 shares; 2025Q4: 41,676 shares; 2026Q1: 42,932 shares; 2026Q2: 41,888 shares 41,888 $11.9M 0.07% -1,044 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: 9,101 shares; 2024Q4: 28,344 shares; 2025Q1: 27,566 shares; 2025Q2: 28,357 shares; 2025Q3: 26,729 shares; 2025Q4: 30,829 shares; 2026Q1: 28,834 shares; 2026Q2: 28,829 shares 28,829 $11.8M 0.07% -5 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,999 shares; 2024Q4: 9,188 shares; 2025Q1: 8,269 shares; 2025Q2: 8,450 shares; 2025Q3: 25,656 shares; 2025Q4: 262,484 shares; 2026Q1: 271,316 shares; 2026Q2: 245,016 shares 245,016 $11.8M 0.07% -26,300 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: not reported; 2024Q4: 4,337 shares; 2025Q1: 39,505 shares; 2025Q2: 63,018 shares; 2025Q3: 60,394 shares; 2025Q4: 62,394 shares; 2026Q1: 178,706 shares; 2026Q2: 233,092 shares 233,092 $11.7M 0.07% +54,386 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,960 shares; 2025Q2: 82,603 shares; 2025Q3: 105,611 shares; 2025Q4: 105,043 shares; 2026Q1: 176,464 shares; 2026Q2: 243,798 shares 243,798 $11.7M 0.07% +67,334 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,085 shares; 2026Q1: 252,938 shares; 2026Q2: 481,235 shares 481,235 $11.7M 0.07% +228,297 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,661 shares; 2024Q4: 386,973 shares; 2025Q1: 390,674 shares; 2025Q2: 223,888 shares; 2025Q3: 218,910 shares; 2025Q4: 213,685 shares; 2026Q1: 205,080 shares; 2026Q2: 282,233 shares 282,233 $11.4M 0.07% +77,153 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: 22,899 shares; 2024Q4: 16,960 shares; 2025Q1: 18,511 shares; 2025Q2: 31,883 shares; 2025Q3: 33,902 shares; 2025Q4: 36,392 shares; 2026Q1: 44,058 shares; 2026Q2: 52,417 shares 52,417 $11.3M 0.07% +8,359 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: 87,612 shares; 2024Q4: 95,923 shares; 2025Q1: 105,475 shares; 2025Q2: 150,958 shares; 2025Q3: 157,357 shares; 2025Q4: 168,473 shares; 2026Q1: 168,726 shares; 2026Q2: 137,030 shares 137,030 $11.3M 0.07% -31,696 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: 14,196 shares; 2024Q4: 18,643 shares; 2025Q1: 20,252 shares; 2025Q2: 24,325 shares; 2025Q3: 23,649 shares; 2025Q4: 24,233 shares; 2026Q1: 27,958 shares; 2026Q2: 31,151 shares 31,151 $11.3M 0.07% +3,193 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 15,006 shares; 2025Q1: 16,573 shares; 2025Q2: 19,068 shares; 2025Q3: 18,810 shares; 2025Q4: 20,874 shares; 2026Q1: 21,855 shares; 2026Q2: 25,247 shares 25,247 $11.3M 0.07% +3,392 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,022 shares; 2024Q4: 36,186 shares; 2025Q1: 11,988 shares; 2025Q2: 11,810 shares; 2025Q3: 10,681 shares; 2025Q4: 89,545 shares; 2026Q1: 96,376 shares; 2026Q2: 100,156 shares 100,156 $11.2M 0.07% +3,780 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,940 shares; 2024Q4: 8,645 shares; 2025Q1: 8,215 shares; 2025Q2: 35,729 shares; 2025Q3: 49,080 shares; 2025Q4: 48,592 shares; 2026Q1: 54,532 shares; 2026Q2: 54,093 shares 54,093 $11.2M 0.07% -439 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: 6,381 shares; 2024Q4: 9,851 shares; 2025Q1: 11,746 shares; 2025Q2: 11,903 shares; 2025Q3: 11,570 shares; 2025Q4: 15,504 shares; 2026Q1: 14,872 shares; 2026Q2: 21,998 shares 21,998 $11M 0.07% +7,126 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: 6,733 shares; 2024Q4: 8,242 shares; 2025Q1: 9,384 shares; 2025Q2: 32,675 shares; 2025Q3: 33,143 shares; 2025Q4: 33,394 shares; 2026Q1: 39,015 shares; 2026Q2: 40,725 shares 40,725 $11M 0.07% +1,710 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: 41,723 shares; 2024Q4: 60,532 shares; 2025Q1: 71,910 shares; 2025Q2: 84,302 shares; 2025Q3: 89,328 shares; 2025Q4: 92,071 shares; 2026Q1: 102,926 shares; 2026Q2: 114,295 shares 114,295 $10.9M 0.07% +11,369 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: 28,341 shares; 2024Q4: 27,898 shares; 2025Q1: 27,096 shares; 2025Q2: 26,489 shares; 2025Q3: 26,182 shares; 2025Q4: 29,941 shares; 2026Q1: 30,232 shares; 2026Q2: 31,716 shares 31,716 $10.9M 0.07% +1,484 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: 457,574 shares; 2024Q4: 458,732 shares; 2025Q1: 274,570 shares; 2025Q2: 238,743 shares; 2025Q3: 204,367 shares; 2025Q4: 209,363 shares; 2026Q1: 199,379 shares; 2026Q2: 179,401 shares 179,401 $10.9M 0.07% -19,978 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,530 shares; 2024Q4: 82,055 shares; 2025Q1: 70,712 shares; 2025Q2: 72,109 shares; 2025Q3: 71,937 shares; 2025Q4: 255,184 shares; 2026Q1: 276,423 shares; 2026Q2: 198,679 shares 198,679 $10.9M 0.07% -77,744 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,173 shares; 2026Q2: 78,669 shares 78,669 $10.8M 0.07% -17,504 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: 5,796 shares; 2024Q4: 13,714 shares; 2025Q1: 16,152 shares; 2025Q2: 50,295 shares; 2025Q3: 53,994 shares; 2025Q4: 63,526 shares; 2026Q1: 77,327 shares; 2026Q2: 77,844 shares 77,844 $10.6M 0.07% +517 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: 3,429 shares; 2024Q4: 3,496 shares; 2025Q1: 6,663 shares; 2025Q2: 6,339 shares; 2025Q3: 11,060 shares; 2025Q4: 12,085 shares; 2026Q1: 13,534 shares; 2026Q2: 20,811 shares 20,811 $10.6M 0.07% +7,277 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: 1,839 shares; 2024Q4: not reported; 2025Q1: 2,628 shares; 2025Q2: 4,654 shares; 2025Q3: 5,470 shares; 2025Q4: 5,910 shares; 2026Q1: 6,672 shares; 2026Q2: 10,816 shares 10,816 $10.4M 0.06% +4,144 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 11,102 shares; 2026Q2: 788,577 shares 788,577 $10.4M 0.06% +777,475 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: 19,644 shares; 2024Q4: 21,484 shares; 2025Q1: 25,582 shares; 2025Q2: 29,693 shares; 2025Q3: 44,398 shares; 2025Q4: 51,654 shares; 2026Q1: 43,164 shares; 2026Q2: 42,992 shares 42,992 $10.4M 0.06% -172 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: 22,805 shares; 2024Q4: 31,369 shares; 2025Q1: 46,173 shares; 2025Q2: 71,114 shares; 2025Q3: 71,330 shares; 2025Q4: 82,135 shares; 2026Q1: 89,601 shares; 2026Q2: 117,949 shares 117,949 $10.4M 0.06% +28,348 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: 5,956 shares; 2024Q4: 14,077 shares; 2025Q1: 36,821 shares; 2025Q2: 48,462 shares; 2025Q3: 51,525 shares; 2025Q4: 57,457 shares; 2026Q1: 61,055 shares; 2026Q2: 58,201 shares 58,201 $10.3M 0.06% -2,854 Timeline XMLV 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: 3,552 shares; 2024Q4: 3,563 shares; 2025Q1: 3,578 shares; 2025Q2: 3,590 shares; 2025Q3: 3,593 shares; 2025Q4: 136,222 shares; 2026Q1: 144,515 shares; 2026Q2: 152,060 shares 152,060 $10.1M 0.06% +7,545 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,855 shares 146,855 $10.1M 0.06% new 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: 10,849 shares; 2024Q4: 11,725 shares; 2025Q1: 11,744 shares; 2025Q2: 12,063 shares; 2025Q3: 12,211 shares; 2025Q4: 12,913 shares; 2026Q1: 14,447 shares; 2026Q2: 15,696 shares 15,696 $10.1M 0.06% +1,249 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,783 shares; 2024Q4: 477,034 shares; 2025Q1: 475,134 shares; 2025Q2: 471,040 shares; 2025Q3: 471,030 shares; 2025Q4: 461,074 shares; 2026Q1: 442,588 shares; 2026Q2: 441,028 shares 441,028 $10M 0.06% -1,560 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: 18,088 shares; 2024Q4: 20,070 shares; 2025Q1: 23,321 shares; 2025Q2: 25,196 shares; 2025Q3: 27,168 shares; 2025Q4: 27,324 shares; 2026Q1: 31,477 shares; 2026Q2: 24,512 shares 24,512 $9.98M 0.06% -6,965 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: 2,619 shares; 2024Q4: 12,963 shares; 2025Q1: 41,229 shares; 2025Q2: 55,784 shares; 2025Q3: 54,749 shares; 2025Q4: 56,037 shares; 2026Q1: 62,416 shares; 2026Q2: 67,840 shares 67,840 $9.91M 0.06% +5,424 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: 84,054 shares; 2024Q4: 86,808 shares; 2025Q1: 94,174 shares; 2025Q2: 116,953 shares; 2025Q3: 114,693 shares; 2025Q4: 104,828 shares; 2026Q1: 101,259 shares; 2026Q2: 115,380 shares 115,380 $9.86M 0.06% +14,121 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: 15,351 shares; 2024Q4: 14,457 shares; 2025Q1: 18,661 shares; 2025Q2: 18,516 shares; 2025Q3: 16,861 shares; 2025Q4: 30,972 shares; 2026Q1: 32,971 shares; 2026Q2: 32,984 shares 32,984 $9.86M 0.06% +13 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: not reported; 2024Q4: 17,500 shares; 2025Q1: 26,566 shares; 2025Q2: 38,680 shares; 2025Q3: 73,236 shares; 2025Q4: 74,016 shares; 2026Q1: 186,954 shares; 2026Q2: 293,028 shares 293,028 $9.75M 0.06% +106,074 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,557 shares; 2024Q4: 421,213 shares; 2025Q1: 474,980 shares; 2025Q2: 258,251 shares; 2025Q3: 257,879 shares; 2025Q4: 257,647 shares; 2026Q1: 380,532 shares; 2026Q2: 386,360 shares 386,360 $9.67M 0.06% +5,828 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: 66,263 shares; 2024Q4: 69,181 shares; 2025Q1: 73,358 shares; 2025Q2: 82,215 shares; 2025Q3: 79,407 shares; 2025Q4: 78,527 shares; 2026Q1: 85,349 shares; 2026Q2: 93,867 shares 93,867 $9.59M 0.06% +8,518 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327,562 shares; 2025Q4: 348,189 shares; 2026Q1: 365,656 shares; 2026Q2: 373,681 shares 373,681 $9.54M 0.06% +8,025 Timeline NVR NVR INC More: the full row for NVR 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: 28 shares; 2025Q4: 857 shares; 2026Q1: 37 shares; 2026Q2: 1,397 shares 1,397 $9.52M 0.06% +1,360 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: 16,857 shares; 2024Q4: 19,293 shares; 2025Q1: 26,873 shares; 2025Q2: 34,155 shares; 2025Q3: 35,408 shares; 2025Q4: 40,096 shares; 2026Q1: 45,963 shares; 2026Q2: 43,047 shares 43,047 $9.49M 0.06% -2,916 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: 81,205 shares; 2024Q4: 96,588 shares; 2025Q1: 113,918 shares; 2025Q2: 119,907 shares; 2025Q3: 121,175 shares; 2025Q4: 118,975 shares; 2026Q1: 126,846 shares; 2026Q2: 123,014 shares 123,014 $9.49M 0.06% -3,832 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: 2,439 shares; 2024Q4: 9,851 shares; 2025Q1: 13,538 shares; 2025Q2: 19,545 shares; 2025Q3: 21,595 shares; 2025Q4: 29,835 shares; 2026Q1: 33,541 shares; 2026Q2: 69,964 shares 69,964 $9.48M 0.06% +36,423 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: 9,742 shares; 2024Q4: 11,915 shares; 2025Q1: 12,961 shares; 2025Q2: 22,518 shares; 2025Q3: 14,741 shares; 2025Q4: 19,776 shares; 2026Q1: 21,704 shares; 2026Q2: 18,438 shares 18,438 $9.39M 0.06% -3,266 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: 50,548 shares; 2024Q4: 51,405 shares; 2025Q1: 47,665 shares; 2025Q2: 46,053 shares; 2025Q3: 45,315 shares; 2025Q4: 103,550 shares; 2026Q1: 104,643 shares; 2026Q2: 103,903 shares 103,903 $9.36M 0.06% -740 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: 12,302 shares; 2024Q4: 15,077 shares; 2025Q1: 17,448 shares; 2025Q2: 20,259 shares; 2025Q3: 19,203 shares; 2025Q4: 25,122 shares; 2026Q1: 36,209 shares; 2026Q2: 41,514 shares 41,514 $9.3M 0.06% +5,305 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,813 shares; 2025Q3: 228,809 shares; 2025Q4: 302,613 shares; 2026Q1: 354,327 shares; 2026Q2: 381,291 shares 381,291 $9.23M 0.06% +26,964 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,176 shares; 2024Q4: 229,338 shares; 2025Q1: 232,350 shares; 2025Q2: 130,476 shares; 2025Q3: 130,843 shares; 2025Q4: 132,927 shares; 2026Q1: 204,172 shares; 2026Q2: 215,454 shares 215,454 $9.14M 0.06% +11,282 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,922 shares; 2024Q4: 15,991 shares; 2025Q1: 19,540 shares; 2025Q2: 57,222 shares; 2025Q3: 60,644 shares; 2025Q4: 66,908 shares; 2026Q1: 75,574 shares; 2026Q2: 78,182 shares 78,182 $9.13M 0.06% +2,608 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,724 shares; 2024Q4: 713,524 shares; 2025Q1: 865,080 shares; 2025Q2: 171,596 shares; 2025Q3: 146,885 shares; 2025Q4: 113,512 shares; 2026Q1: 92,143 shares; 2026Q2: 94,385 shares 94,385 $9.11M 0.06% +2,242 Timeline SYSB 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: 67,483 shares; 2026Q1: 79,664 shares; 2026Q2: 101,310 shares 101,310 $8.99M 0.06% +21,646 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,501 shares; 2025Q2: 159,840 shares; 2025Q3: 168,496 shares; 2025Q4: 174,437 shares; 2026Q1: 333,697 shares; 2026Q2: 380,909 shares 380,909 $8.93M 0.06% +47,212 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: 3,706 shares; 2024Q4: 5,274 shares; 2025Q1: 22,631 shares; 2025Q2: 43,777 shares; 2025Q3: 53,116 shares; 2025Q4: 50,667 shares; 2026Q1: 56,500 shares; 2026Q2: 56,802 shares 56,802 $8.92M 0.06% +302 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: 40,533 shares; 2024Q4: 54,680 shares; 2025Q1: 83,168 shares; 2025Q2: 164,559 shares; 2025Q3: 138,016 shares; 2025Q4: 100,769 shares; 2026Q1: 108,841 shares; 2026Q2: 116,217 shares 116,217 $8.91M 0.06% +7,376 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: 29,652 shares; 2024Q4: 32,963 shares; 2025Q1: 42,693 shares; 2025Q2: 50,801 shares; 2025Q3: 51,662 shares; 2025Q4: 53,859 shares; 2026Q1: 60,826 shares; 2026Q2: 70,386 shares 70,386 $8.91M 0.06% +9,560 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,591 shares; 2024Q4: not reported; 2025Q1: 2,237 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,162 shares; 2026Q1: 109,637 shares; 2026Q2: 94,836 shares 94,836 $8.91M 0.06% -14,801 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: 7,564 shares; 2024Q4: 187,898 shares; 2025Q1: 194,201 shares; 2025Q2: 180,930 shares; 2025Q3: 181,275 shares; 2025Q4: 180,974 shares; 2026Q1: 177,078 shares; 2026Q2: 157,668 shares 157,668 $8.91M 0.06% -19,410 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: 82,923 shares; 2024Q4: 105,629 shares; 2025Q1: 127,356 shares; 2025Q2: 148,878 shares; 2025Q3: 159,778 shares; 2025Q4: 161,642 shares; 2026Q1: 197,698 shares; 2026Q2: 210,290 shares 210,290 $8.9M 0.06% +12,592 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,009 shares; 2024Q4: 28,077 shares; 2025Q1: 53,174 shares; 2025Q2: 61,885 shares; 2025Q3: 59,506 shares; 2025Q4: 63,016 shares; 2026Q1: 82,481 shares; 2026Q2: 85,569 shares 85,569 $8.9M 0.06% +3,088 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: 56,828 shares; 2024Q4: 55,846 shares; 2025Q1: 40,788 shares; 2025Q2: 35,687 shares; 2025Q3: 41,907 shares; 2025Q4: 46,171 shares; 2026Q1: 48,459 shares; 2026Q2: 47,895 shares 47,895 $8.87M 0.06% -564 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: 12,988 shares; 2024Q4: 18,323 shares; 2025Q1: 73,068 shares; 2025Q2: 86,291 shares; 2025Q3: 93,508 shares; 2025Q4: 97,925 shares; 2026Q1: 113,404 shares; 2026Q2: 114,373 shares 114,373 $8.82M 0.05% +969 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: 561 shares; 2024Q4: 1,432 shares; 2025Q1: 2,120 shares; 2025Q2: 3,019 shares; 2025Q3: 3,129 shares; 2025Q4: 3,904 shares; 2026Q1: 4,316 shares; 2026Q2: 4,339 shares 4,339 $8.63M 0.05% +23 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: 2,367 shares; 2024Q4: 7,257 shares; 2025Q1: 9,692 shares; 2025Q2: 39,575 shares; 2025Q3: 32,960 shares; 2025Q4: 37,563 shares; 2026Q1: 42,105 shares; 2026Q2: 51,349 shares 51,349 $8.61M 0.05% +9,244 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,237 shares; 2024Q4: 184,234 shares; 2025Q1: 175,827 shares; 2025Q2: 172,783 shares; 2025Q3: 175,102 shares; 2025Q4: 168,011 shares; 2026Q1: 167,996 shares; 2026Q2: 164,865 shares 164,865 $8.6M 0.05% -3,131 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,200 shares; 2025Q1: 29,476 shares; 2025Q2: 32,290 shares; 2025Q3: 43,765 shares; 2025Q4: 47,014 shares; 2026Q1: 49,440 shares; 2026Q2: 53,102 shares 53,102 $8.58M 0.05% +3,662 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 5,691 shares; 2025Q1: 89,712 shares; 2025Q2: 97,389 shares; 2025Q3: 97,098 shares; 2025Q4: 96,608 shares; 2026Q1: 93,294 shares; 2026Q2: 87,040 shares 87,040 $8.55M 0.05% -6,254 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,242,834 shares; 2024Q4: 1,312,543 shares; 2025Q1: 1,151,888 shares; 2025Q2: 1,202,637 shares; 2025Q3: 1,235,503 shares; 2025Q4: 1,322,577 shares; 2026Q1: 356,337 shares; 2026Q2: 166,298 shares 166,298 $8.53M 0.05% -190,039 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: 7,574 shares; 2024Q4: 8,464 shares; 2025Q1: 8,928 shares; 2025Q2: 9,494 shares; 2025Q3: 9,795 shares; 2025Q4: 13,296 shares; 2026Q1: 13,943 shares; 2026Q2: 13,394 shares 13,394 $8.5M 0.05% -549 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,829 shares; 2024Q4: 29,258 shares; 2025Q1: 33,554 shares; 2025Q2: 36,249 shares; 2025Q3: 40,234 shares; 2025Q4: 44,834 shares; 2026Q1: 49,522 shares; 2026Q2: 51,721 shares 51,721 $8.47M 0.05% +2,199 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,535 shares; 2025Q1: 41,770 shares; 2025Q2: 33,878 shares; 2025Q3: 64,903 shares; 2025Q4: 156,332 shares; 2026Q1: 146,504 shares; 2026Q2: 131,756 shares 131,756 $8.46M 0.05% -14,748 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,540 shares; 2025Q1: 19,202 shares; 2025Q2: 19,552 shares; 2025Q3: 19,583 shares; 2025Q4: 19,974 shares; 2026Q1: 230,191 shares; 2026Q2: 226,432 shares 226,432 $8.44M 0.05% -3,759 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: 4,678 shares; 2024Q4: 4,965 shares; 2025Q1: 5,070 shares; 2025Q2: 23,341 shares; 2025Q3: 23,675 shares; 2025Q4: 24,472 shares; 2026Q1: 18,776 shares; 2026Q2: 16,002 shares 16,002 $8.36M 0.05% -2,774 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,142 shares; 2025Q2: 124,718 shares; 2025Q3: 116,850 shares; 2025Q4: 123,485 shares; 2026Q1: 149,429 shares; 2026Q2: 162,100 shares 162,100 $8.35M 0.05% +12,671 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,335 shares; 2025Q3: 175,088 shares; 2025Q4: 219,749 shares; 2026Q1: 286,931 shares; 2026Q2: 327,611 shares 327,611 $8.27M 0.05% +40,680 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,442 shares; 2026Q1: 112,680 shares; 2026Q2: 165,710 shares 165,710 $8.25M 0.05% +53,030 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 194,825 shares; 2025Q2: 220,681 shares; 2025Q3: 233,564 shares; 2025Q4: 238,568 shares; 2026Q1: 244,141 shares; 2026Q2: 244,967 shares 244,967 $8.2M 0.05% +826 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: 7,327 shares; 2024Q4: 8,862 shares; 2025Q1: 10,094 shares; 2025Q2: 21,002 shares; 2025Q3: 21,539 shares; 2025Q4: 20,268 shares; 2026Q1: 25,737 shares; 2026Q2: 25,858 shares 25,858 $8.14M 0.05% +121 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826,482 shares; 2024Q4: 889,590 shares; 2025Q1: 971,401 shares; 2025Q2: 110,191 shares; 2025Q3: 76,499 shares; 2025Q4: 72,204 shares; 2026Q1: 81,457 shares; 2026Q2: 78,655 shares 78,655 $8.11M 0.05% -2,802 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: not reported; 2024Q4: not reported; 2025Q1: 12,085 shares; 2025Q2: 16,849 shares; 2025Q3: 39,576 shares; 2025Q4: 58,089 shares; 2026Q1: 111,521 shares; 2026Q2: 133,960 shares 133,960 $8.08M 0.05% +22,439 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: 5,989 shares; 2024Q4: 9,432 shares; 2025Q1: 23,093 shares; 2025Q2: 15,304 shares; 2025Q3: 13,774 shares; 2025Q4: 17,941 shares; 2026Q1: 22,032 shares; 2026Q2: 27,079 shares 27,079 $8.07M 0.05% +5,047 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: 16,298 shares; 2024Q4: 22,889 shares; 2025Q1: 36,663 shares; 2025Q2: 53,100 shares; 2025Q3: 55,947 shares; 2025Q4: 65,153 shares; 2026Q1: 106,015 shares; 2026Q2: 43,638 shares 43,638 $8.06M 0.05% -62,377 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,673 shares; 2024Q4: 66,113 shares; 2025Q1: 66,306 shares; 2025Q2: 71,150 shares; 2025Q3: 71,336 shares; 2025Q4: 73,485 shares; 2026Q1: 73,142 shares; 2026Q2: 77,566 shares 77,566 $8.04M 0.05% +4,424 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,636 shares; 2025Q4: 4,618 shares; 2026Q1: 4,345 shares; 2026Q2: 3,523 shares 3,523 $8.01M 0.05% -822 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: 20,066 shares; 2024Q4: 24,557 shares; 2025Q1: 25,286 shares; 2025Q2: 27,861 shares; 2025Q3: 29,647 shares; 2025Q4: 32,117 shares; 2026Q1: 33,720 shares; 2026Q2: 34,745 shares 34,745 $7.89M 0.05% +1,025 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231,762 shares; 2025Q3: 247,802 shares; 2025Q4: 289,005 shares; 2026Q1: 306,232 shares; 2026Q2: 323,679 shares 323,679 $7.84M 0.05% +17,447 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: 32,570 shares; 2024Q4: 32,579 shares; 2025Q1: 32,851 shares; 2025Q2: 30,402 shares; 2025Q3: 31,103 shares; 2025Q4: 31,357 shares; 2026Q1: 34,620 shares; 2026Q2: 42,575 shares 42,575 $7.83M 0.05% +7,955 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,539 shares; 2024Q4: 31,576 shares; 2025Q1: 31,553 shares; 2025Q2: 35,386 shares; 2025Q3: 29,092 shares; 2025Q4: 30,245 shares; 2026Q1: 117,682 shares; 2026Q2: 141,999 shares 141,999 $7.81M 0.05% +24,317 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,501 shares; 2025Q2: 39,332 shares; 2025Q3: 52,526 shares; 2025Q4: 54,561 shares; 2026Q1: 146,412 shares; 2026Q2: 197,588 shares 197,588 $7.79M 0.05% +51,176 Timeline HOLA 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: 376,862 shares; 2025Q4: 244,689 shares; 2026Q1: 156,489 shares; 2026Q2: 140,014 shares 140,014 $7.75M 0.05% -16,475 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,951 shares; 2024Q4: 34,543 shares; 2025Q1: 34,559 shares; 2025Q2: 37,570 shares; 2025Q3: 37,585 shares; 2025Q4: 49,314 shares; 2026Q1: 47,032 shares; 2026Q2: 46,857 shares 46,857 $7.75M 0.05% -175 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: 10,305 shares; 2024Q4: 15,784 shares; 2025Q1: 32,874 shares; 2025Q2: 50,614 shares; 2025Q3: 57,249 shares; 2025Q4: 64,254 shares; 2026Q1: 83,458 shares; 2026Q2: 82,540 shares 82,540 $7.73M 0.05% -918 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: 62,051 shares; 2025Q1: 73,999 shares; 2025Q2: 37,914 shares; 2025Q3: 40,686 shares; 2025Q4: 41,493 shares; 2026Q1: 41,250 shares; 2026Q2: 41,699 shares 41,699 $7.71M 0.05% +449 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,243 shares; 2024Q4: 80,661 shares; 2025Q1: 86,986 shares; 2025Q2: 87,561 shares; 2025Q3: 93,725 shares; 2025Q4: 147,459 shares; 2026Q1: 155,595 shares; 2026Q2: 123,744 shares 123,744 $7.7M 0.05% -31,851 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,264 shares; 2025Q2: 48,882 shares; 2025Q3: 43,420 shares; 2025Q4: 79,253 shares; 2026Q1: 99,933 shares; 2026Q2: 102,639 shares 102,639 $7.64M 0.05% +2,706 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: 39,522 shares; 2024Q4: 48,942 shares; 2025Q1: 51,811 shares; 2025Q2: 53,575 shares; 2025Q3: 59,876 shares; 2025Q4: 63,879 shares; 2026Q1: 64,100 shares; 2026Q2: 64,802 shares 64,802 $7.6M 0.05% +702 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,896 shares; 2025Q2: 148,581 shares; 2025Q3: 216,326 shares; 2025Q4: 231,149 shares; 2026Q1: 242,354 shares; 2026Q2: 277,677 shares 277,677 $7.59M 0.05% +35,323 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,048 shares; 2024Q4: 64,229 shares; 2025Q1: 32,481 shares; 2025Q2: 40,156 shares; 2025Q3: 36,702 shares; 2025Q4: 36,198 shares; 2026Q1: 38,635 shares; 2026Q2: 38,193 shares 38,193 $7.55M 0.05% -442 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: 443,600 shares; 2024Q4: 444,165 shares; 2025Q1: 455,415 shares; 2025Q2: 251,961 shares; 2025Q3: 252,998 shares; 2025Q4: 282,508 shares; 2026Q1: 398,372 shares; 2026Q2: 406,876 shares 406,876 $7.54M 0.05% +8,504 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,405 shares; 2024Q4: 113,534 shares; 2025Q1: 133,187 shares; 2025Q2: 137,023 shares; 2025Q3: 131,379 shares; 2025Q4: 149,453 shares; 2026Q1: 143,348 shares; 2026Q2: 133,994 shares 133,994 $7.53M 0.05% -9,354 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: not reported; 2024Q4: not reported; 2025Q1: 113,169 shares; 2025Q2: 214,398 shares; 2025Q3: 211,014 shares; 2025Q4: 210,346 shares; 2026Q1: 204,851 shares; 2026Q2: 203,096 shares 203,096 $7.49M 0.05% -1,755 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: 5,731 shares; 2024Q4: 5,979 shares; 2025Q1: 10,358 shares; 2025Q2: 5,801 shares; 2025Q3: 8,029 shares; 2025Q4: 7,506 shares; 2026Q1: 6,321 shares; 2026Q2: 99,041 shares 99,041 $7.47M 0.05% +92,720 Timeline BKLN 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: 345,623 shares; 2024Q4: 358,471 shares; 2025Q1: 329,923 shares; 2025Q2: 246,178 shares; 2025Q3: 236,144 shares; 2025Q4: 237,983 shares; 2026Q1: 206,375 shares; 2026Q2: 364,571 shares 364,571 $7.43M 0.05% +158,196 Timeline XLB 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: 17,825 shares; 2024Q4: 56,478 shares; 2025Q1: 58,699 shares; 2025Q2: 22,361 shares; 2025Q3: 21,120 shares; 2025Q4: 140,670 shares; 2026Q1: 147,388 shares; 2026Q2: 145,926 shares 145,926 $7.42M 0.05% -1,462 Timeline EQWL 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: 39,375 shares; 2024Q4: 46,945 shares; 2025Q1: 49,912 shares; 2025Q2: 50,616 shares; 2025Q3: 50,743 shares; 2025Q4: 51,355 shares; 2026Q1: 53,695 shares; 2026Q2: 56,517 shares 56,517 $7.29M 0.05% +2,822 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,152 shares; 2025Q2: 143,342 shares; 2025Q3: 198,993 shares; 2025Q4: 198,713 shares; 2026Q1: 201,990 shares; 2026Q2: 193,720 shares 193,720 $7.27M 0.05% -8,270 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: 14,072 shares; 2024Q4: 19,707 shares; 2025Q1: 29,229 shares; 2025Q2: 47,951 shares; 2025Q3: 48,072 shares; 2025Q4: 53,558 shares; 2026Q1: 60,914 shares; 2026Q2: 57,490 shares 57,490 $7.26M 0.05% -3,424 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: not reported; 2024Q4: not reported; 2025Q1: 104,940 shares; 2025Q2: 90,838 shares; 2025Q3: 96,825 shares; 2025Q4: 159,448 shares; 2026Q1: 122,491 shares; 2026Q2: 56,826 shares 56,826 $7.26M 0.05% -65,665 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: 2,826 shares; 2024Q4: 3,935 shares; 2025Q1: 6,142 shares; 2025Q2: 21,093 shares; 2025Q3: 24,251 shares; 2025Q4: 40,364 shares; 2026Q1: 27,197 shares; 2026Q2: 36,135 shares 36,135 $7.25M 0.05% +8,938 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: 44,277 shares; 2024Q4: 37,203 shares; 2025Q1: 33,545 shares; 2025Q2: 35,114 shares; 2025Q3: 31,137 shares; 2025Q4: 31,221 shares; 2026Q1: 30,238 shares; 2026Q2: 29,222 shares 29,222 $7.19M 0.04% -1,016 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: 4,168 shares; 2024Q4: 8,372 shares; 2025Q1: 10,331 shares; 2025Q2: 16,485 shares; 2025Q3: 23,820 shares; 2025Q4: 31,557 shares; 2026Q1: 35,746 shares; 2026Q2: 42,079 shares 42,079 $7.11M 0.04% +6,333 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: 1,979 shares; 2024Q4: 20,781 shares; 2025Q1: 20,423 shares; 2025Q2: 13,416 shares; 2025Q3: 13,073 shares; 2025Q4: 38,364 shares; 2026Q1: 32,098 shares; 2026Q2: 48,429 shares 48,429 $7.09M 0.04% +16,331 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,159 shares; 2025Q2: 192,912 shares; 2025Q3: 211,588 shares; 2025Q4: 205,736 shares; 2026Q1: 245,262 shares; 2026Q2: 278,045 shares 278,045 $7.07M 0.04% +32,783 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: 43,024 shares; 2024Q4: 50,340 shares; 2025Q1: 54,329 shares; 2025Q2: 61,229 shares; 2025Q3: 81,263 shares; 2025Q4: 84,095 shares; 2026Q1: 63,805 shares; 2026Q2: 77,836 shares 77,836 $7.06M 0.04% +14,031 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236 shares; 2024Q4: 1,565 shares; 2025Q1: 1,971 shares; 2025Q2: 26,012 shares; 2025Q3: 33,499 shares; 2025Q4: 36,633 shares; 2026Q1: 40,640 shares; 2026Q2: 75,286 shares 75,286 $6.93M 0.04% +34,646 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,107 shares; 2024Q4: 155,244 shares; 2025Q1: 79,790 shares; 2025Q2: 77,368 shares; 2025Q3: 69,371 shares; 2025Q4: 64,640 shares; 2026Q1: 66,670 shares; 2026Q2: 83,458 shares 83,458 $6.9M 0.04% +16,788 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: not reported; 2025Q1: not reported; 2025Q2: 44,757 shares; 2025Q3: 54,214 shares; 2025Q4: 135,421 shares; 2026Q1: 135,249 shares; 2026Q2: 135,791 shares 135,791 $6.88M 0.04% +542 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: not reported; 2024Q4: 1,524 shares; 2025Q1: 1,767 shares; 2025Q2: 1,968 shares; 2025Q3: 2,309 shares; 2025Q4: 2,989 shares; 2026Q1: 3,296 shares; 2026Q2: 9,532 shares 9,532 $6.86M 0.04% +6,236 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: 74,681 shares; 2024Q4: 83,609 shares; 2025Q1: 86,969 shares; 2025Q2: 106,114 shares; 2025Q3: 90,872 shares; 2025Q4: 90,786 shares; 2026Q1: 91,276 shares; 2026Q2: 91,678 shares 91,678 $6.82M 0.04% +402 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: 3,845 shares; 2024Q4: 5,034 shares; 2025Q1: 12,556 shares; 2025Q2: 15,688 shares; 2025Q3: 16,611 shares; 2025Q4: 17,697 shares; 2026Q1: 19,221 shares; 2026Q2: 20,474 shares 20,474 $6.76M 0.04% +1,253 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: 7,933 shares; 2024Q4: 26,405 shares; 2025Q1: 36,401 shares; 2025Q2: 55,088 shares; 2025Q3: 54,669 shares; 2025Q4: 78,170 shares; 2026Q1: 94,256 shares; 2026Q2: 106,471 shares 106,471 $6.7M 0.04% +12,215 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: 16,623 shares; 2024Q4: 16,569 shares; 2025Q1: 42,653 shares; 2025Q2: 39,516 shares; 2025Q3: 42,010 shares; 2025Q4: 53,512 shares; 2026Q1: 61,999 shares; 2026Q2: 64,529 shares 64,529 $6.68M 0.04% +2,530 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: 2,484 shares; 2024Q4: 2,828 shares; 2025Q1: 4,374 shares; 2025Q2: 10,647 shares; 2025Q3: 15,464 shares; 2025Q4: 19,633 shares; 2026Q1: 20,434 shares; 2026Q2: 21,261 shares 21,261 $6.66M 0.04% +827 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: 12,864 shares; 2024Q4: 33,052 shares; 2025Q1: 37,337 shares; 2025Q2: 48,798 shares; 2025Q3: 44,112 shares; 2025Q4: 55,534 shares; 2026Q1: 56,013 shares; 2026Q2: 56,500 shares 56,500 $6.65M 0.04% +487 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,356 shares; 2024Q4: 50,923 shares; 2025Q1: 55,973 shares; 2025Q2: 55,144 shares; 2025Q3: 54,683 shares; 2025Q4: 54,639 shares; 2026Q1: 54,219 shares; 2026Q2: 56,663 shares 56,663 $6.63M 0.04% +2,444 Timeline DISV 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: 133,763 shares; 2026Q2: 165,132 shares 165,132 $6.63M 0.04% +31,369 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: 36,123 shares; 2024Q4: 37,810 shares; 2025Q1: 40,205 shares; 2025Q2: 45,247 shares; 2025Q3: 47,472 shares; 2025Q4: 45,119 shares; 2026Q1: 47,399 shares; 2026Q2: 37,333 shares 37,333 $6.63M 0.04% -10,066 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,979 shares; 2024Q4: 4,609 shares; 2025Q1: 9,452 shares; 2025Q2: 9,700 shares; 2025Q3: 11,887 shares; 2025Q4: 44,187 shares; 2026Q1: 73,345 shares; 2026Q2: 86,734 shares 86,734 $6.62M 0.04% +13,389 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 224,970 shares; 2025Q4: 233,965 shares; 2026Q1: 243,341 shares; 2026Q2: 248,263 shares 248,263 $6.59M 0.04% +4,922 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,629 shares; 2024Q4: 24,773 shares; 2025Q1: 111,917 shares; 2025Q2: 88,103 shares; 2025Q3: 83,023 shares; 2025Q4: 81,943 shares; 2026Q1: 93,119 shares; 2026Q2: 84,175 shares 84,175 $6.56M 0.04% -8,944 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: 79,570 shares; 2024Q4: 127,967 shares; 2025Q1: 158,871 shares; 2025Q2: 207,849 shares; 2025Q3: 221,567 shares; 2025Q4: 241,652 shares; 2026Q1: 251,466 shares; 2026Q2: 272,103 shares 272,103 $6.55M 0.04% +20,637 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: 4,984 shares; 2024Q4: 6,883 shares; 2025Q1: 13,849 shares; 2025Q2: 15,492 shares; 2025Q3: 16,361 shares; 2025Q4: 19,141 shares; 2026Q1: 19,869 shares; 2026Q2: 25,063 shares 25,063 $6.53M 0.04% +5,194 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: 4,718 shares; 2024Q4: 4,916 shares; 2025Q1: 9,730 shares; 2025Q2: 9,669 shares; 2025Q3: 9,244 shares; 2025Q4: 9,627 shares; 2026Q1: 10,221 shares; 2026Q2: 9,277 shares 9,277 $6.53M 0.04% -944 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,767 shares; 2024Q4: 32,201 shares; 2025Q1: 18,168 shares; 2025Q2: 23,272 shares; 2025Q3: 21,271 shares; 2025Q4: 22,069 shares; 2026Q1: 21,662 shares; 2026Q2: 21,300 shares 21,300 $6.52M 0.04% -362 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: 10,163 shares; 2024Q4: 33,546 shares; 2025Q1: 44,886 shares; 2025Q2: 54,670 shares; 2025Q3: 57,860 shares; 2025Q4: 69,112 shares; 2026Q1: 73,284 shares; 2026Q2: 70,252 shares 70,252 $6.48M 0.04% -3,032 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,219 shares; 2025Q1: 3,165 shares; 2025Q2: 5,108 shares; 2025Q3: 5,497 shares; 2025Q4: 6,626 shares; 2026Q1: 11,840 shares; 2026Q2: 17,236 shares 17,236 $6.47M 0.04% +5,396 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,637 shares; 2025Q4: 15,530 shares; 2026Q1: 39,601 shares; 2026Q2: 133,836 shares 133,836 $6.46M 0.04% +94,235 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,672 shares; 2025Q1: 80,699 shares; 2025Q2: 23,595 shares; 2025Q3: 194,764 shares; 2025Q4: 328,403 shares; 2026Q1: 392,656 shares; 2026Q2: 383,850 shares 383,850 $6.46M 0.04% -8,806 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,261 shares; 2024Q4: 11,564 shares; 2025Q1: 150,827 shares; 2025Q2: 188,078 shares; 2025Q3: 188,487 shares; 2025Q4: 188,038 shares; 2026Q1: 198,750 shares; 2026Q2: 208,925 shares 208,925 $6.45M 0.04% +10,175 Timeline DIHP 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: 153,017 shares; 2026Q2: 188,536 shares 188,536 $6.43M 0.04% +35,519 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: 32,945 shares; 2024Q4: 38,900 shares; 2025Q1: 57,172 shares; 2025Q2: 55,560 shares; 2025Q3: 56,561 shares; 2025Q4: 68,389 shares; 2026Q1: 68,940 shares; 2026Q2: 66,505 shares 66,505 $6.4M 0.04% -2,435 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,122 shares; 2024Q4: 47,501 shares; 2025Q1: 51,779 shares; 2025Q2: 157,744 shares; 2025Q3: 151,125 shares; 2025Q4: 143,078 shares; 2026Q1: 128,637 shares; 2026Q2: 87,549 shares 87,549 $6.33M 0.04% -41,088 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: 16,058 shares; 2024Q4: 18,566 shares; 2025Q1: 51,157 shares; 2025Q2: 52,518 shares; 2025Q3: 49,267 shares; 2025Q4: 47,980 shares; 2026Q1: 45,566 shares; 2026Q2: 41,570 shares 41,570 $6.33M 0.04% -3,996 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: 28,159 shares 28,159 $6.3M 0.04% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,690 shares; 2024Q4: 5,579 shares; 2025Q1: 14,535 shares; 2025Q2: 13,841 shares; 2025Q3: 18,488 shares; 2025Q4: 12,221 shares; 2026Q1: 11,260 shares; 2026Q2: 11,233 shares 11,233 $6.3M 0.04% -27 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 4,155 shares; 2025Q1: 4,614 shares; 2025Q2: 27,596 shares; 2025Q3: 26,564 shares; 2025Q4: 27,045 shares; 2026Q1: 33,505 shares; 2026Q2: 36,434 shares 36,434 $6.28M 0.04% +2,929 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: 116,158 shares; 2024Q4: 122,311 shares; 2025Q1: 90,244 shares; 2025Q2: 79,993 shares; 2025Q3: 58,475 shares; 2025Q4: 61,127 shares; 2026Q1: 77,597 shares; 2026Q2: 58,262 shares 58,262 $6.24M 0.04% -19,335 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: 95,980 shares; 2024Q4: 107,482 shares; 2025Q1: 120,420 shares; 2025Q2: 134,928 shares; 2025Q3: 141,195 shares; 2025Q4: 136,017 shares; 2026Q1: 147,762 shares; 2026Q2: 142,932 shares 142,932 $6.1M 0.04% -4,830 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,693 shares; 2024Q4: 133,380 shares; 2025Q1: 61,674 shares; 2025Q2: 86,284 shares; 2025Q3: 77,925 shares; 2025Q4: 103,759 shares; 2026Q1: 89,101 shares; 2026Q2: 63,762 shares 63,762 $6.1M 0.04% -25,339 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: not reported; 2024Q4: 8,173 shares; 2025Q1: 125,853 shares; 2025Q2: 217,749 shares; 2025Q3: 256,551 shares; 2025Q4: 213,085 shares; 2026Q1: 224,513 shares; 2026Q2: 120,095 shares 120,095 $6.07M 0.04% -104,418 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: 2,776 shares; 2024Q4: 4,931 shares; 2025Q1: 5,427 shares; 2025Q2: 6,260 shares; 2025Q3: 6,087 shares; 2025Q4: 8,967 shares; 2026Q1: 10,335 shares; 2026Q2: 12,218 shares 12,218 $6.07M 0.04% +1,883 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,421 shares; 2025Q3: 126,825 shares; 2025Q4: 162,307 shares; 2026Q1: 207,637 shares; 2026Q2: 261,657 shares 261,657 $6.06M 0.04% +54,020 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: 43,723 shares; 2024Q4: 43,901 shares; 2025Q1: 44,609 shares; 2025Q2: 45,395 shares; 2025Q3: 45,187 shares; 2025Q4: 45,533 shares; 2026Q1: 46,101 shares; 2026Q2: 46,016 shares 46,016 $6.06M 0.04% -85 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: 29,407 shares; 2024Q4: 33,078 shares; 2025Q1: 48,680 shares; 2025Q2: 54,770 shares; 2025Q3: 68,407 shares; 2025Q4: 65,531 shares; 2026Q1: 65,407 shares; 2026Q2: 62,402 shares 62,402 $6.02M 0.04% -3,005 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: 8,235 shares; 2024Q4: 20,657 shares; 2025Q1: 20,126 shares; 2025Q2: 17,342 shares; 2025Q3: 16,948 shares; 2025Q4: 20,382 shares; 2026Q1: 24,888 shares; 2026Q2: 24,782 shares 24,782 $6.01M 0.04% -106 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: 6,374 shares; 2024Q4: 9,763 shares; 2025Q1: 16,302 shares; 2025Q2: 28,182 shares; 2025Q3: 29,025 shares; 2025Q4: 35,052 shares; 2026Q1: 35,518 shares; 2026Q2: 29,137 shares 29,137 $5.97M 0.04% -6,381 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: 26,932 shares 26,932 $5.95M 0.04% new 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: 58,139 shares; 2024Q4: 65,885 shares; 2025Q1: 46,660 shares; 2025Q2: 38,416 shares; 2025Q3: 27,517 shares; 2025Q4: 29,256 shares; 2026Q1: 48,502 shares; 2026Q2: 37,289 shares 37,289 $5.92M 0.04% -11,213 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: 1,153 shares; 2024Q4: 3,371 shares; 2025Q1: 4,390 shares; 2025Q2: 6,938 shares; 2025Q3: 7,348 shares; 2025Q4: 8,027 shares; 2026Q1: 6,460 shares; 2026Q2: 7,753 shares 7,753 $5.92M 0.04% +1,293 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: 10,041 shares; 2024Q4: 12,216 shares; 2025Q1: 15,429 shares; 2025Q2: 19,969 shares; 2025Q3: 29,018 shares; 2025Q4: 29,626 shares; 2026Q1: 34,330 shares; 2026Q2: 85,331 shares 85,331 $5.83M 0.04% +51,001 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,181 shares; 2025Q1: 16,998 shares; 2025Q2: 30,053 shares; 2025Q3: 39,916 shares; 2025Q4: 59,084 shares; 2026Q1: 64,042 shares; 2026Q2: 62,263 shares 62,263 $5.82M 0.04% -1,779 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: 2,185 shares; 2024Q4: 3,909 shares; 2025Q1: 8,627 shares; 2025Q2: 8,114 shares; 2025Q3: 8,750 shares; 2025Q4: 20,193 shares; 2026Q1: 21,537 shares; 2026Q2: 24,418 shares 24,418 $5.81M 0.04% +2,881 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: not reported; 2024Q4: not reported; 2025Q1: 15,885 shares; 2025Q2: 3,626 shares; 2025Q3: 3,673 shares; 2025Q4: 6,659 shares; 2026Q1: 10,368 shares; 2026Q2: 11,986 shares 11,986 $5.8M 0.04% +1,618 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,100 shares; 2024Q4: 20,800 shares; 2025Q1: 19,530 shares; 2025Q2: 19,379 shares; 2025Q3: 27,635 shares; 2025Q4: 41,206 shares; 2026Q1: 51,361 shares; 2026Q2: 55,399 shares 55,399 $5.8M 0.04% +4,038 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,500 shares; 2024Q4: 212,529 shares; 2025Q1: 563,746 shares; 2025Q2: 145,233 shares; 2025Q3: 73,558 shares; 2025Q4: 64,270 shares; 2026Q1: 61,275 shares; 2026Q2: 56,654 shares 56,654 $5.8M 0.04% -4,621 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,198 shares; 2024Q4: 253,026 shares; 2025Q1: 56,672 shares; 2025Q2: 74,734 shares; 2025Q3: 59,436 shares; 2025Q4: 51,726 shares; 2026Q1: 71,358 shares; 2026Q2: 98,008 shares 98,008 $5.78M 0.04% +26,650 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,798 shares; 2025Q2: 36,022 shares; 2025Q3: 36,605 shares; 2025Q4: 107,594 shares; 2026Q1: 108,821 shares; 2026Q2: 113,833 shares 113,833 $5.73M 0.04% +5,012 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,030 shares; 2025Q1: 36,611 shares; 2025Q2: 33,714 shares; 2025Q3: 35,147 shares; 2025Q4: 49,806 shares; 2026Q1: 49,484 shares; 2026Q2: 50,561 shares 50,561 $5.73M 0.04% +1,077 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,765 shares; 2026Q2: 112,699 shares 112,699 $5.68M 0.04% +18,934 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,858 shares; 2024Q4: 61,430 shares; 2025Q1: 61,123 shares; 2025Q2: 59,160 shares; 2025Q3: 59,406 shares; 2025Q4: 59,265 shares; 2026Q1: 67,162 shares; 2026Q2: 66,823 shares 66,823 $5.65M 0.04% -339 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: 654 shares; 2024Q4: 1,177 shares; 2025Q1: 3,916 shares; 2025Q2: 6,554 shares; 2025Q3: 6,433 shares; 2025Q4: 7,223 shares; 2026Q1: 16,467 shares; 2026Q2: 16,276 shares 16,276 $5.6M 0.03% -191 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: 7,908 shares; 2025Q1: 13,149 shares; 2025Q2: 17,344 shares; 2025Q3: 17,972 shares; 2025Q4: 19,884 shares; 2026Q1: 20,739 shares; 2026Q2: 20,616 shares 20,616 $5.54M 0.03% -123 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 6,944 shares; 2025Q1: 9,174 shares; 2025Q2: 14,931 shares; 2025Q3: 13,386 shares; 2025Q4: 16,946 shares; 2026Q1: 20,687 shares; 2026Q2: 25,984 shares 25,984 $5.53M 0.03% +5,297 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023,146 shares; 2024Q4: 2,692,109 shares; 2025Q1: 3,132,338 shares; 2025Q2: 5,166,476 shares; 2025Q3: 436,166 shares; 2025Q4: 366,209 shares; 2026Q1: 234,328 shares; 2026Q2: 189,541 shares 189,541 $5.5M 0.03% -44,787 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,854 shares; 2024Q4: 98,411 shares; 2025Q1: 98,538 shares; 2025Q2: 119,493 shares; 2025Q3: 118,141 shares; 2025Q4: 100,121 shares; 2026Q1: 84,155 shares; 2026Q2: 72,364 shares 72,364 $5.48M 0.03% -11,791 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,481 shares; 2025Q1: 3,364 shares; 2025Q2: 6,079 shares; 2025Q3: 9,322 shares; 2025Q4: 13,849 shares; 2026Q1: 17,671 shares; 2026Q2: 18,933 shares 18,933 $5.48M 0.03% +1,262 Timeline SCHZ 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: 31,531 shares; 2024Q4: 365,092 shares; 2025Q1: 357,166 shares; 2025Q2: 315,459 shares; 2025Q3: 306,927 shares; 2025Q4: 283,848 shares; 2026Q1: 268,852 shares; 2026Q2: 236,290 shares 236,290 $5.47M 0.03% -32,562 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: 18,149 shares; 2024Q4: 28,017 shares; 2025Q1: 25,954 shares; 2025Q2: 54,186 shares; 2025Q3: 46,693 shares; 2025Q4: 32,502 shares; 2026Q1: 34,488 shares; 2026Q2: 52,553 shares 52,553 $5.46M 0.03% +18,065 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: 9,781 shares; 2024Q4: 10,791 shares; 2025Q1: 19,978 shares; 2025Q2: 30,520 shares; 2025Q3: 31,145 shares; 2025Q4: 32,499 shares; 2026Q1: 33,708 shares; 2026Q2: 34,804 shares 34,804 $5.45M 0.03% +1,096 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,987 shares; 2024Q4: 3,544 shares; 2025Q1: 4,124 shares; 2025Q2: 4,095 shares; 2025Q3: 3,743 shares; 2025Q4: 4,004 shares; 2026Q1: 6,079 shares; 2026Q2: 5,555 shares 5,555 $5.43M 0.03% -524 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: 1,711 shares; 2024Q4: 4,197 shares; 2025Q1: 5,587 shares; 2025Q2: 9,427 shares; 2025Q3: 11,949 shares; 2025Q4: 14,553 shares; 2026Q1: 14,730 shares; 2026Q2: 14,639 shares 14,639 $5.43M 0.03% -91 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,298 shares; 2025Q2: 24,561 shares; 2025Q3: 36,708 shares; 2025Q4: 43,394 shares; 2026Q1: 129,480 shares; 2026Q2: 123,883 shares 123,883 $5.42M 0.03% -5,597 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: not reported; 2024Q4: 378 shares; 2025Q1: 848 shares; 2025Q2: 1,518 shares; 2025Q3: 1,366 shares; 2025Q4: 2,353 shares; 2026Q1: 2,913 shares; 2026Q2: 3,969 shares 3,969 $5.4M 0.03% +1,056 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,178 shares; 2024Q4: 2,130 shares; 2025Q1: 1,771 shares; 2025Q2: 1,761 shares; 2025Q3: 3,699 shares; 2025Q4: 11,048 shares; 2026Q1: 20,040 shares; 2026Q2: 27,953 shares 27,953 $5.36M 0.03% +7,913 Timeline FV 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: 4,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,402 shares; 2026Q1: 70,317 shares; 2026Q2: 70,622 shares 70,622 $5.36M 0.03% +305 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,315 shares; 2025Q2: 7,800 shares; 2025Q3: 7,906 shares; 2025Q4: 7,521 shares; 2026Q1: 10,752 shares; 2026Q2: 150,926 shares 150,926 $5.36M 0.03% +140,174 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,175 shares; 2024Q4: 43,193 shares; 2025Q1: 49,610 shares; 2025Q2: 48,249 shares; 2025Q3: 49,535 shares; 2025Q4: 48,738 shares; 2026Q1: 54,568 shares; 2026Q2: 54,347 shares 54,347 $5.34M 0.03% -221 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: 3,463 shares; 2025Q1: 3,343 shares; 2025Q2: 4,744 shares; 2025Q3: 7,416 shares; 2025Q4: 10,737 shares; 2026Q1: 10,102 shares; 2026Q2: 9,856 shares 9,856 $5.34M 0.03% -246 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,139 shares; 2025Q1: 2,938 shares; 2025Q2: 3,846 shares; 2025Q3: 4,267 shares; 2025Q4: 4,530 shares; 2026Q1: 6,036 shares; 2026Q2: 6,430 shares 6,430 $5.34M 0.03% +394 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: not reported; 2024Q4: 10,123 shares; 2025Q1: 23,890 shares; 2025Q2: 12,354 shares; 2025Q3: 19,176 shares; 2025Q4: 32,994 shares; 2026Q1: 41,356 shares; 2026Q2: 37,230 shares 37,230 $5.33M 0.03% -4,126 Timeline PTF 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: 172,951 shares; 2024Q4: 167,759 shares; 2025Q1: 92,742 shares; 2025Q2: 81,687 shares; 2025Q3: 49,176 shares; 2025Q4: 42,110 shares; 2026Q1: 39,077 shares; 2026Q2: 38,506 shares 38,506 $5.25M 0.03% -571 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,378 shares; 2025Q1: 13,969 shares; 2025Q2: 17,899 shares; 2025Q3: 19,200 shares; 2025Q4: 26,873 shares; 2026Q1: 26,556 shares; 2026Q2: 21,013 shares 21,013 $5.24M 0.03% -5,543 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,465 shares; 2024Q4: 28,465 shares; 2025Q1: 28,465 shares; 2025Q2: 28,465 shares; 2025Q3: 28,465 shares; 2025Q4: 28,465 shares; 2026Q1: 28,750 shares; 2026Q2: 28,750 shares 28,750 $5.24M 0.03% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: 964 shares; 2025Q3: 971 shares; 2025Q4: 2,757 shares; 2026Q1: 3,098 shares; 2026Q2: 3,790 shares 3,790 $5.24M 0.03% +692 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: 7,665 shares; 2024Q4: 7,965 shares; 2025Q1: 7,765 shares; 2025Q2: 9,630 shares; 2025Q3: 9,319 shares; 2025Q4: 9,932 shares; 2026Q1: 37,283 shares; 2026Q2: 57,430 shares 57,430 $5.2M 0.03% +20,147 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,718 shares; 2026Q1: 61,153 shares; 2026Q2: 62,663 shares 62,663 $5.17M 0.03% +1,510 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,052 shares; 2025Q1: 5,044 shares; 2025Q2: 9,038 shares; 2025Q3: 9,469 shares; 2025Q4: 10,706 shares; 2026Q1: 13,997 shares; 2026Q2: 15,536 shares 15,536 $5.13M 0.03% +1,539 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,992 shares 29,992 $5.12M 0.03% 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: 724 shares; 2024Q4: 1,000 shares; 2025Q1: 1,334 shares; 2025Q2: 1,446 shares; 2025Q3: 1,530 shares; 2025Q4: 1,700 shares; 2026Q1: 1,627 shares; 2026Q2: 28,698 shares 28,698 $5.12M 0.03% +27,071 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,008 shares; 2026Q2: 160,178 shares 160,178 $5.09M 0.03% +33,170 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,534 shares; 2025Q3: 46,675 shares; 2025Q4: 283,470 shares; 2026Q1: 158,896 shares; 2026Q2: 191,881 shares 191,881 $5.09M 0.03% +32,985 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,960 shares; 2025Q1: 5,547 shares; 2025Q2: 6,952 shares; 2025Q3: 8,796 shares; 2025Q4: 9,876 shares; 2026Q1: 9,780 shares; 2026Q2: 10,368 shares 10,368 $5.09M 0.03% +588 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: 7,770 shares; 2024Q4: 7,750 shares; 2025Q1: 13,950 shares; 2025Q2: 13,929 shares; 2025Q3: 18,730 shares; 2025Q4: 13,451 shares; 2026Q1: 13,335 shares; 2026Q2: 12,820 shares 12,820 $5.08M 0.03% -515 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,763 shares; 2024Q4: 16,491 shares; 2025Q1: 83,438 shares; 2025Q2: 218,064 shares; 2025Q3: 196,712 shares; 2025Q4: 101,278 shares; 2026Q1: 101,302 shares; 2026Q2: 96,223 shares 96,223 $5.08M 0.03% -5,079 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: 5,439 shares; 2024Q4: 23,270 shares; 2025Q1: 41,474 shares; 2025Q2: 57,035 shares; 2025Q3: 66,159 shares; 2025Q4: 72,246 shares; 2026Q1: 62,857 shares; 2026Q2: 64,678 shares 64,678 $5.06M 0.03% +1,821 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,961 shares; 2026Q1: 136,008 shares; 2026Q2: 146,873 shares 146,873 $5.04M 0.03% +10,865 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,503 shares; 2025Q2: 127,487 shares; 2025Q3: 148,996 shares; 2025Q4: 149,261 shares; 2026Q1: 148,863 shares; 2026Q2: 142,650 shares 142,650 $5.03M 0.03% -6,213 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: 20,290 shares; 2024Q4: 17,754 shares; 2025Q1: 16,273 shares; 2025Q2: 35,069 shares; 2025Q3: 35,192 shares; 2025Q4: 39,145 shares; 2026Q1: 52,044 shares; 2026Q2: 59,611 shares 59,611 $4.99M 0.03% +7,567 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: 2,053 shares; 2024Q4: 3,720 shares; 2025Q1: 7,055 shares; 2025Q2: 9,944 shares; 2025Q3: 10,083 shares; 2025Q4: 10,271 shares; 2026Q1: 10,823 shares; 2026Q2: 11,014 shares 11,014 $4.99M 0.03% +191 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: not reported; 2024Q4: 865 shares; 2025Q1: 1,122 shares; 2025Q2: 1,858 shares; 2025Q3: 1,893 shares; 2025Q4: 2,498 shares; 2026Q1: 4,333 shares; 2026Q2: 4,772 shares 4,772 $4.97M 0.03% +439 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,277 shares; 2024Q4: 124,497 shares; 2025Q1: 138,773 shares; 2025Q2: 142,762 shares; 2025Q3: 164,900 shares; 2025Q4: 188,940 shares; 2026Q1: 184,626 shares; 2026Q2: 114,587 shares 114,587 $4.95M 0.03% -70,039 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,082 shares; 2025Q1: 44,398 shares; 2025Q2: 28,849 shares; 2025Q3: 32,459 shares; 2025Q4: 46,522 shares; 2026Q1: 65,392 shares; 2026Q2: 70,592 shares 70,592 $4.95M 0.03% +5,200 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,414 shares; 2024Q4: 4,922 shares; 2025Q1: 4,914 shares; 2025Q2: 4,626 shares; 2025Q3: 7,817 shares; 2025Q4: 7,893 shares; 2026Q1: 8,879 shares; 2026Q2: 17,213 shares 17,213 $4.93M 0.03% +8,334 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,678 shares; 2024Q4: 39,001 shares; 2025Q1: 51,203 shares; 2025Q2: 72,779 shares; 2025Q3: 76,512 shares; 2025Q4: 82,762 shares; 2026Q1: 89,184 shares; 2026Q2: 98,933 shares 98,933 $4.93M 0.03% +9,749 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: 59,778 shares; 2024Q4: 202,775 shares; 2025Q1: 217,252 shares; 2025Q2: 125,394 shares; 2025Q3: 94,645 shares; 2025Q4: 84,060 shares; 2026Q1: 83,786 shares; 2026Q2: 82,494 shares 82,494 $4.86M 0.03% -1,292 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: 11,416 shares; 2024Q4: 64,984 shares; 2025Q1: 71,814 shares; 2025Q2: 87,780 shares; 2025Q3: 109,638 shares; 2025Q4: 122,073 shares; 2026Q1: 148,646 shares; 2026Q2: 150,528 shares 150,528 $4.81M 0.03% +1,882 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: 17,252 shares; 2024Q4: 25,664 shares; 2025Q1: 32,091 shares; 2025Q2: 64,240 shares; 2025Q3: 65,273 shares; 2025Q4: 79,500 shares; 2026Q1: 97,811 shares; 2026Q2: 100,737 shares 100,737 $4.79M 0.03% +2,926 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: 12,082 shares; 2024Q4: 19,581 shares; 2025Q1: 25,546 shares; 2025Q2: 34,513 shares; 2025Q3: 28,595 shares; 2025Q4: 33,229 shares; 2026Q1: 86,578 shares; 2026Q2: 30,521 shares 30,521 $4.78M 0.03% -56,057 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,328 shares; 2025Q1: 22,679 shares; 2025Q2: 57,520 shares; 2025Q3: 110,937 shares; 2025Q4: 63,544 shares; 2026Q1: 64,127 shares; 2026Q2: 115,418 shares 115,418 $4.77M 0.03% +51,291 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,597 shares; 2024Q4: 127,532 shares; 2025Q1: 136,333 shares; 2025Q2: 143,255 shares; 2025Q3: 165,731 shares; 2025Q4: 165,879 shares; 2026Q1: 195,640 shares; 2026Q2: 167,671 shares 167,671 $4.73M 0.03% -27,969 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,296 shares; 2024Q4: 20,794 shares; 2025Q1: 27,848 shares; 2025Q2: 90,455 shares; 2025Q3: 94,705 shares; 2025Q4: 93,368 shares; 2026Q1: 115,341 shares; 2026Q2: 110,651 shares 110,651 $4.72M 0.03% -4,690 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,500 shares; 2024Q4: 44,845 shares; 2025Q1: 104,040 shares; 2025Q2: 94,260 shares; 2025Q3: 88,533 shares; 2025Q4: 85,333 shares; 2026Q1: 18,097 shares; 2026Q2: 17,666 shares 17,666 $4.71M 0.03% -431 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,623 shares; 2024Q4: 64,595 shares; 2025Q1: 62,235 shares; 2025Q2: 61,710 shares; 2025Q3: 89,088 shares; 2025Q4: 84,867 shares; 2026Q1: 84,825 shares; 2026Q2: 84,790 shares 84,790 $4.69M 0.03% -35 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,487 shares; 2025Q1: 9,369 shares; 2025Q2: 13,191 shares; 2025Q3: 14,110 shares; 2025Q4: 18,720 shares; 2026Q1: 17,757 shares; 2026Q2: 17,241 shares 17,241 $4.68M 0.03% -516 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,322 shares; 2025Q2: 71,361 shares; 2025Q3: 76,025 shares; 2025Q4: 81,127 shares; 2026Q1: 88,171 shares; 2026Q2: 88,808 shares 88,808 $4.68M 0.03% +637 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,914 shares; 2024Q4: 450,167 shares; 2025Q1: 200,798 shares; 2025Q2: 160,913 shares; 2025Q3: 131,306 shares; 2025Q4: 120,439 shares; 2026Q1: 108,032 shares; 2026Q2: 105,262 shares 105,262 $4.67M 0.03% -2,770 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: 22,526 shares; 2024Q4: 30,640 shares; 2025Q1: 34,809 shares; 2025Q2: 34,296 shares; 2025Q3: 33,790 shares; 2025Q4: 43,797 shares; 2026Q1: 48,226 shares; 2026Q2: 50,926 shares 50,926 $4.67M 0.03% +2,700 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 3,439 shares; 2025Q1: 4,210 shares; 2025Q2: 6,051 shares; 2025Q3: 6,410 shares; 2025Q4: 8,136 shares; 2026Q1: 10,614 shares; 2026Q2: 14,058 shares 14,058 $4.66M 0.03% +3,444 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,198 shares; 2024Q4: 18,369 shares; 2025Q1: 27,844 shares; 2025Q2: 31,796 shares; 2025Q3: 32,626 shares; 2025Q4: 32,693 shares; 2026Q1: 27,716 shares; 2026Q2: 26,536 shares 26,536 $4.66M 0.03% -1,180 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,734 shares; 2025Q2: not reported; 2025Q3: 27,294 shares; 2025Q4: 38,040 shares; 2026Q1: 51,549 shares; 2026Q2: 116,028 shares 116,028 $4.65M 0.03% +64,479 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: 12,514 shares; 2024Q4: 34,881 shares; 2025Q1: 33,447 shares; 2025Q2: 55,693 shares; 2025Q3: 53,173 shares; 2025Q4: 69,114 shares; 2026Q1: 76,643 shares; 2026Q2: 76,242 shares 76,242 $4.6M 0.03% -401 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,128 shares; 2025Q1: 33,453 shares; 2025Q2: 40,760 shares; 2025Q3: 69,341 shares; 2025Q4: 86,956 shares; 2026Q1: 318,113 shares; 2026Q2: 84,634 shares 84,634 $4.6M 0.03% -233,479 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,197 shares; 2024Q4: 96,059 shares; 2025Q1: 88,562 shares; 2025Q2: 463,616 shares; 2025Q3: 710,280 shares; 2025Q4: 780,508 shares; 2026Q1: 905,012 shares; 2026Q2: 90,353 shares 90,353 $4.57M 0.03% -814,659 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,774 shares; 2024Q4: 13,059 shares; 2025Q1: 15,542 shares; 2025Q2: 16,936 shares; 2025Q3: 20,020 shares; 2025Q4: 21,821 shares; 2026Q1: 24,257 shares; 2026Q2: 25,836 shares 25,836 $4.56M 0.03% +1,579 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,520 shares; 2024Q4: 6,131 shares; 2025Q1: 8,243 shares; 2025Q2: 9,817 shares; 2025Q3: 22,864 shares; 2025Q4: 18,835 shares; 2026Q1: 27,182 shares; 2026Q2: 62,198 shares 62,198 $4.5M 0.03% +35,016 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,338 shares; 2025Q3: 70,327 shares; 2025Q4: 6,061 shares; 2026Q1: 9,083 shares; 2026Q2: 43,998 shares 43,998 $4.49M 0.03% +34,915 Timeline DFCF 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: 4,926 shares; 2025Q2: 5,155 shares; 2025Q3: not reported; 2025Q4: 5,575 shares; 2026Q1: 94,358 shares; 2026Q2: 106,318 shares 106,318 $4.49M 0.03% +11,960 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,095 shares; 2025Q1: 20,783 shares; 2025Q2: 31,372 shares; 2025Q3: 33,875 shares; 2025Q4: 44,223 shares; 2026Q1: 52,994 shares; 2026Q2: 55,958 shares 55,958 $4.49M 0.03% +2,964 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,890 shares; 2025Q1: 21,840 shares; 2025Q2: 35,379 shares; 2025Q3: 39,455 shares; 2025Q4: 45,036 shares; 2026Q1: 54,137 shares; 2026Q2: 44,313 shares 44,313 $4.45M 0.03% -9,824 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: 14,861 shares; 2024Q4: 23,695 shares; 2025Q1: 25,195 shares; 2025Q2: 26,668 shares; 2025Q3: 27,979 shares; 2025Q4: 28,696 shares; 2026Q1: 28,622 shares; 2026Q2: 31,001 shares 31,001 $4.44M 0.03% +2,379 Timeline DRKY TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208,234 shares; 2026Q2: 213,203 shares 213,203 $4.42M 0.03% +4,969 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,992 shares; 2024Q4: 4,974 shares; 2025Q1: 76,905 shares; 2025Q2: 71,821 shares; 2025Q3: 68,115 shares; 2025Q4: 56,712 shares; 2026Q1: 55,858 shares; 2026Q2: 55,726 shares 55,726 $4.4M 0.03% -132 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,599 shares; 2024Q4: 27,792 shares; 2025Q1: 33,941 shares; 2025Q2: 46,918 shares; 2025Q3: 47,209 shares; 2025Q4: 47,431 shares; 2026Q1: 56,932 shares; 2026Q2: 59,906 shares 59,906 $4.39M 0.03% +2,974 Timeline ICVT 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: 4,298 shares; 2025Q1: 25,737 shares; 2025Q2: 20,020 shares; 2025Q3: 32,468 shares; 2025Q4: 54,138 shares; 2026Q1: 48,071 shares; 2026Q2: 35,831 shares 35,831 $4.36M 0.03% -12,240 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 67,643 shares; 2025Q2: 68,765 shares; 2025Q3: 69,621 shares; 2025Q4: 71,698 shares; 2026Q1: 82,545 shares; 2026Q2: 85,729 shares 85,729 $4.36M 0.03% +3,184 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: not reported; 2024Q4: 3,191 shares; 2025Q1: 18,019 shares; 2025Q2: 19,297 shares; 2025Q3: 18,177 shares; 2025Q4: 18,194 shares; 2026Q1: 17,936 shares; 2026Q2: 17,079 shares 17,079 $4.35M 0.03% -857 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: 8,705 shares; 2024Q4: 18,004 shares; 2025Q1: 25,887 shares; 2025Q2: 21,160 shares; 2025Q3: 22,152 shares; 2025Q4: 26,690 shares; 2026Q1: 27,290 shares; 2026Q2: 26,749 shares 26,749 $4.33M 0.03% -541 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,872 shares; 2026Q2: 175,271 shares 175,271 $4.31M 0.03% +36,399 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,389 shares; 2024Q4: 8,982 shares; 2025Q1: 9,614 shares; 2025Q2: 11,014 shares; 2025Q3: 11,278 shares; 2025Q4: 12,028 shares; 2026Q1: 12,975 shares; 2026Q2: 13,624 shares 13,624 $4.29M 0.03% +649 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,476 shares; 2024Q4: 12,775 shares; 2025Q1: 15,388 shares; 2025Q2: 20,168 shares; 2025Q3: 21,446 shares; 2025Q4: 27,109 shares; 2026Q1: 28,540 shares; 2026Q2: 31,168 shares 31,168 $4.28M 0.03% +2,628 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,727 shares; 2025Q2: 42,857 shares; 2025Q3: 49,399 shares; 2025Q4: 52,578 shares; 2026Q1: 73,546 shares; 2026Q2: 83,131 shares 83,131 $4.26M 0.03% +9,585 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,451 shares; 2024Q4: 6,664 shares; 2025Q1: 7,811 shares; 2025Q2: 8,886 shares; 2025Q3: 8,522 shares; 2025Q4: 9,728 shares; 2026Q1: 10,510 shares; 2026Q2: 10,712 shares 10,712 $4.26M 0.03% +202 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,739 shares; 2024Q4: 283,751 shares; 2025Q1: 398,032 shares; 2025Q2: 427,255 shares; 2025Q3: 393,899 shares; 2025Q4: 363,428 shares; 2026Q1: 361,962 shares; 2026Q2: 362,233 shares 362,233 $4.25M 0.03% +271 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: 50,785 shares; 2024Q4: 56,193 shares; 2025Q1: 70,740 shares; 2025Q2: 17,906 shares; 2025Q3: 18,839 shares; 2025Q4: 25,959 shares; 2026Q1: 29,606 shares; 2026Q2: 32,487 shares 32,487 $4.24M 0.03% +2,881 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: not reported; 2024Q4: not reported; 2025Q1: 109,064 shares; 2025Q2: 165,921 shares; 2025Q3: 161,679 shares; 2025Q4: 152,060 shares; 2026Q1: 152,290 shares; 2026Q2: 146,133 shares 146,133 $4.23M 0.03% -6,157 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,340 shares; 2025Q2: 134,469 shares; 2025Q3: 137,268 shares; 2025Q4: 141,042 shares; 2026Q1: 174,599 shares; 2026Q2: 165,294 shares 165,294 $4.22M 0.03% -9,305 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: 1,446 shares; 2024Q4: 6,282 shares; 2025Q1: 8,109 shares; 2025Q2: 9,778 shares; 2025Q3: 9,576 shares; 2025Q4: 10,982 shares; 2026Q1: 19,124 shares; 2026Q2: 19,061 shares 19,061 $4.22M 0.03% -63 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,839 shares; 2025Q1: 74,839 shares; 2025Q2: 31,941 shares; 2025Q3: 29,430 shares; 2025Q4: 25,139 shares; 2026Q1: 24,976 shares; 2026Q2: 24,779 shares 24,779 $4.22M 0.03% -197 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 4,987 shares; 2025Q1: 11,930 shares; 2025Q2: 15,545 shares; 2025Q3: 16,654 shares; 2025Q4: 25,949 shares; 2026Q1: 29,260 shares; 2026Q2: 29,530 shares 29,530 $4.2M 0.03% +270 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,211 shares; 2024Q4: 41,867 shares; 2025Q1: 38,010 shares; 2025Q2: 46,113 shares; 2025Q3: 41,027 shares; 2025Q4: 48,623 shares; 2026Q1: 57,036 shares; 2026Q2: 57,321 shares 57,321 $4.2M 0.03% +285 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,931 shares; 2025Q1: 13,036 shares; 2025Q2: 16,616 shares; 2025Q3: 18,721 shares; 2025Q4: 23,834 shares; 2026Q1: 24,697 shares; 2026Q2: 23,473 shares 23,473 $4.13M 0.03% -1,224 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: 2,494 shares; 2024Q4: 4,170 shares; 2025Q1: 6,848 shares; 2025Q2: 7,572 shares; 2025Q3: 7,312 shares; 2025Q4: 8,091 shares; 2026Q1: 6,878 shares; 2026Q2: 8,300 shares 8,300 $4.08M 0.03% +1,422 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84,302 shares; 2025Q1: 96,022 shares; 2025Q2: 82,600 shares; 2025Q3: 104,785 shares; 2025Q4: 106,091 shares; 2026Q1: 106,367 shares; 2026Q2: 98,812 shares 98,812 $4.06M 0.03% -7,555 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,313 shares; 2024Q4: 178,947 shares; 2025Q1: 110,650 shares; 2025Q2: 124,033 shares; 2025Q3: 100,571 shares; 2025Q4: 90,021 shares; 2026Q1: 92,975 shares; 2026Q2: 95,304 shares 95,304 $4.03M 0.03% +2,329 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,528 shares; 2024Q4: 9,663 shares; 2025Q1: 57,306 shares; 2025Q2: 64,869 shares; 2025Q3: 84,297 shares; 2025Q4: 75,094 shares; 2026Q1: 52,301 shares; 2026Q2: 50,403 shares 50,403 $4.03M 0.03% -1,898 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,203 shares; 2025Q1: 23,082 shares; 2025Q2: 25,848 shares; 2025Q3: 28,247 shares; 2025Q4: 28,303 shares; 2026Q1: 28,687 shares; 2026Q2: 27,191 shares 27,191 $3.98M 0.02% -1,496 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: 46,813 shares; 2024Q4: 3,419 shares; 2025Q1: 3,792 shares; 2025Q2: 7,307 shares; 2025Q3: 7,005 shares; 2025Q4: 7,186 shares; 2026Q1: 8,637 shares; 2026Q2: 11,330 shares 11,330 $3.97M 0.02% +2,693 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,672 shares; 2024Q4: 27,672 shares; 2025Q1: 27,672 shares; 2025Q2: 32,405 shares; 2025Q3: 32,414 shares; 2025Q4: 32,094 shares; 2026Q1: 44,979 shares; 2026Q2: 43,756 shares 43,756 $3.96M 0.02% -1,223 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: 1,821 shares; 2024Q4: 5,143 shares; 2025Q1: 6,629 shares; 2025Q2: 7,226 shares; 2025Q3: 8,570 shares; 2025Q4: 10,517 shares; 2026Q1: 16,694 shares; 2026Q2: 25,935 shares 25,935 $3.95M 0.02% +9,241 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,134 shares; 2025Q1: 4,181 shares; 2025Q2: 3,014 shares; 2025Q3: 11,735 shares; 2025Q4: not reported; 2026Q1: 13,157 shares; 2026Q2: 17,245 shares 17,245 $3.94M 0.02% +4,088 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,988 shares; 2024Q4: 21,103 shares; 2025Q1: 26,651 shares; 2025Q2: 23,974 shares; 2025Q3: 29,283 shares; 2025Q4: 42,789 shares; 2026Q1: 43,132 shares; 2026Q2: 44,209 shares 44,209 $3.93M 0.02% +1,077 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: 1,630 shares; 2024Q4: 6,201 shares; 2025Q1: 7,890 shares; 2025Q2: 9,017 shares; 2025Q3: 10,010 shares; 2025Q4: 13,951 shares; 2026Q1: 14,721 shares; 2026Q2: 15,749 shares 15,749 $3.91M 0.02% +1,028 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,778 shares; 2025Q1: 13,148 shares; 2025Q2: 14,584 shares; 2025Q3: 16,006 shares; 2025Q4: 17,454 shares; 2026Q1: 13,630 shares; 2026Q2: 15,534 shares 15,534 $3.91M 0.02% +1,904 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,215 shares; 2025Q4: 11,417 shares; 2026Q1: 7,230 shares; 2026Q2: 40,738 shares 40,738 $3.85M 0.02% +33,508 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP 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: 46,262 shares; 2026Q1: 47,540 shares; 2026Q2: 37,323 shares 37,323 $3.84M 0.02% -10,217 Timeline DEHP 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: 75,419 shares; 2026Q2: 89,788 shares 89,788 $3.84M 0.02% +14,369 Timeline