FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 916,117 shares; 2025Q1: 1,303,175 shares; 2025Q2: 1,406,274 shares; 2025Q3: 2,170,408 shares; 2025Q4: 3,627,370 shares; 2026Q1: 5,015,653 shares; 2026Q2: 8,110,234 shares 8,110,234 $369M 4.41% +3,094,581 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192,483 shares; 2025Q2: 812,430 shares; 2025Q3: 1,356,707 shares; 2025Q4: 1,830,324 shares; 2026Q1: 2,186,266 shares; 2026Q2: 4,300,875 shares 4,300,875 $202M 2.41% +2,114,609 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,194 shares; 2025Q2: 366,892 shares; 2025Q3: 747,746 shares; 2025Q4: 950,070 shares; 2026Q1: 1,222,286 shares; 2026Q2: 2,258,636 shares 2,258,636 $198M 2.37% +1,036,350 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: 511,520 shares; 2025Q2: 617,908 shares; 2025Q3: 1,196,507 shares; 2025Q4: 1,985,251 shares; 2026Q1: 2,304,807 shares; 2026Q2: 3,809,127 shares 3,809,127 $194M 2.32% +1,504,320 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: 103,983 shares; 2024Q4: 312,343 shares; 2025Q1: 349,317 shares; 2025Q2: 396,401 shares; 2025Q3: 460,772 shares; 2025Q4: 494,995 shares; 2026Q1: 517,048 shares; 2026Q2: 614,819 shares 614,819 $178M 2.12% +97,771 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: 345,718 shares; 2024Q4: 1,270,895 shares; 2025Q1: 1,898,774 shares; 2025Q2: 2,267,342 shares; 2025Q3: 2,551,175 shares; 2025Q4: 2,620,501 shares; 2026Q1: 2,755,685 shares; 2026Q2: 2,957,809 shares 2,957,809 $149M 1.78% +202,124 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: 32,341 shares; 2024Q4: 46,120 shares; 2025Q1: 59,113 shares; 2025Q2: 120,063 shares; 2025Q3: 119,775 shares; 2025Q4: 151,510 shares; 2026Q1: 157,664 shares; 2026Q2: 198,582 shares 198,582 $149M 1.78% +40,918 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,405 shares; 2025Q1: 51,731 shares; 2025Q2: 106,261 shares; 2025Q3: 429,746 shares; 2025Q4: 627,461 shares; 2026Q1: 809,026 shares; 2026Q2: 1,542,262 shares 1,542,262 $138M 1.64% +733,236 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,441 shares; 2025Q2: 307,221 shares; 2025Q3: 648,941 shares; 2025Q4: 856,823 shares; 2026Q1: 1,051,355 shares; 2026Q2: 1,810,836 shares 1,810,836 $137M 1.64% +759,481 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,009 shares; 2025Q2: 178,558 shares; 2025Q3: 688,269 shares; 2025Q4: 883,392 shares; 2026Q1: 1,111,049 shares; 2026Q2: 1,379,015 shares 1,379,015 $133M 1.59% +267,966 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: 143,784 shares; 2024Q4: 149,373 shares; 2025Q1: 186,723 shares; 2025Q2: 159,946 shares; 2025Q3: 122,094 shares; 2025Q4: 88,126 shares; 2026Q1: 65,799 shares; 2026Q2: 174,761 shares 174,761 $131M 1.56% +108,962 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: 53,853 shares; 2024Q4: 81,122 shares; 2025Q1: 286,290 shares; 2025Q2: 295,061 shares; 2025Q3: 297,692 shares; 2025Q4: 305,158 shares; 2026Q1: 297,760 shares; 2026Q2: 349,601 shares 349,601 $129M 1.54% +51,841 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: 1,012,565 shares; 2025Q3: 1,694,698 shares; 2025Q4: 2,002,000 shares; 2026Q1: 2,362,996 shares; 2026Q2: 2,789,021 shares 2,789,021 $128M 1.52% +426,025 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: 31,979 shares; 2024Q4: 103,992 shares; 2025Q1: 144,852 shares; 2025Q2: 148,654 shares; 2025Q3: 199,978 shares; 2025Q4: 208,138 shares; 2026Q1: 226,519 shares; 2026Q2: 302,807 shares 302,807 $113M 1.35% +76,288 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857,772 shares; 2024Q4: 1,715,359 shares; 2025Q1: 1,694,483 shares; 2025Q2: 1,598,319 shares; 2025Q3: 1,486,905 shares; 2025Q4: 1,443,831 shares; 2026Q1: 1,385,835 shares; 2026Q2: 1,129,081 shares 1,129,081 $103M 1.22% -256,754 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: 808,492 shares; 2024Q4: 876,220 shares; 2025Q1: 1,105,387 shares; 2025Q2: 1,083,566 shares; 2025Q3: 858,560 shares; 2025Q4: 816,194 shares; 2026Q1: 592,856 shares; 2026Q2: 735,644 shares 735,644 $101M 1.21% +142,788 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: 215,001 shares; 2024Q4: 81,014 shares; 2025Q1: 86,867 shares; 2025Q2: 229,644 shares; 2025Q3: 212,798 shares; 2025Q4: 189,340 shares; 2026Q1: 126,602 shares; 2026Q2: 124,311 shares 124,311 $91.5M 1.09% -2,291 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: not reported; 2024Q4: 6,843 shares; 2025Q1: 272,066 shares; 2025Q2: 239,892 shares; 2025Q3: 259,862 shares; 2025Q4: 321,316 shares; 2026Q1: 372,918 shares; 2026Q2: 1,439,692 shares 1,439,692 $84.9M 1.01% +1,066,774 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,028 shares; 2025Q4: 8,626 shares; 2026Q1: 1,040,532 shares; 2026Q2: 2,002,727 shares 2,002,727 $83.4M 1% +962,195 Timeline IQLT 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: 382,220 shares; 2025Q2: 399,422 shares; 2025Q3: 1,024,830 shares; 2025Q4: 1,027,785 shares; 2026Q1: 1,396,649 shares; 2026Q2: 1,564,321 shares 1,564,321 $77.5M 0.93% +167,672 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: not reported; 2025Q3: 10,232 shares; 2025Q4: 69,151 shares; 2026Q1: 106,083 shares; 2026Q2: 2,780,125 shares 2,780,125 $73.7M 0.88% +2,674,042 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592,369 shares 592,369 $72.9M 0.87% new 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: 164,798 shares; 2024Q4: 180,484 shares; 2025Q1: 302,519 shares; 2025Q2: 320,704 shares; 2025Q3: 511,164 shares; 2025Q4: 580,779 shares; 2026Q1: 454,044 shares; 2026Q2: 332,275 shares 332,275 $72.9M 0.87% -121,769 Timeline SMLF 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: 54,449 shares; 2025Q2: 68,006 shares; 2025Q3: 360,524 shares; 2025Q4: 505,682 shares; 2026Q1: 733,974 shares; 2026Q2: 809,068 shares 809,068 $72.1M 0.86% +75,094 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,671 shares; 2024Q4: 371,387 shares; 2025Q1: 392,219 shares; 2025Q2: 464,347 shares; 2025Q3: 417,575 shares; 2025Q4: 433,974 shares; 2026Q1: 469,791 shares; 2026Q2: 849,764 shares 849,764 $69.8M 0.83% +379,973 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: not reported; 2024Q4: 31,292 shares; 2025Q1: 31,492 shares; 2025Q2: 69,071 shares; 2025Q3: 91,151 shares; 2025Q4: 95,225 shares; 2026Q1: 110,105 shares; 2026Q2: 229,703 shares 229,703 $69.6M 0.83% +119,598 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: 8,077 shares; 2024Q4: 360,523 shares; 2025Q1: 26,838 shares; 2025Q2: 220,477 shares; 2025Q3: 222,823 shares; 2025Q4: 256,478 shares; 2026Q1: 286,370 shares; 2026Q2: 280,304 shares 280,304 $63.6M 0.76% -6,066 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: 26,999 shares; 2024Q4: 155,243 shares; 2025Q1: 156,789 shares; 2025Q2: 155,937 shares; 2025Q3: 155,871 shares; 2025Q4: 158,185 shares; 2026Q1: 163,931 shares; 2026Q2: 189,020 shares 189,020 $61.9M 0.74% +25,089 Timeline DFIS 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: 571,257 shares; 2025Q3: 960,560 shares; 2025Q4: 1,156,097 shares; 2026Q1: 1,262,736 shares; 2026Q2: 1,741,088 shares 1,741,088 $61M 0.73% +478,352 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: not reported; 2024Q4: not reported; 2025Q1: 56,880 shares; 2025Q2: 55,354 shares; 2025Q3: 1,815,186 shares; 2025Q4: 2,000,358 shares; 2026Q1: 2,088,892 shares; 2026Q2: 2,055,084 shares 2,055,084 $60.5M 0.72% -33,808 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: 60,825 shares; 2024Q4: 110,267 shares; 2025Q1: 152,398 shares; 2025Q2: 165,720 shares; 2025Q3: 177,961 shares; 2025Q4: 188,377 shares; 2026Q1: 225,035 shares; 2026Q2: 296,826 shares 296,826 $59.4M 0.71% +71,791 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: not reported; 2024Q4: not reported; 2025Q1: 249,511 shares; 2025Q2: 253,723 shares; 2025Q3: 2,208,572 shares; 2025Q4: 2,187,258 shares; 2026Q1: 2,188,851 shares; 2026Q2: 2,079,859 shares 2,079,859 $57.6M 0.69% -108,992 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: 39,066 shares; 2024Q4: 43,603 shares; 2025Q1: 42,964 shares; 2025Q2: not reported; 2025Q3: 89,757 shares; 2025Q4: 93,480 shares; 2026Q1: 99,473 shares; 2026Q2: 107,510 shares 107,510 $53.8M 0.64% +8,037 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: 33,603 shares; 2024Q4: 52,898 shares; 2025Q1: 65,087 shares; 2025Q2: 74,718 shares; 2025Q3: 151,944 shares; 2025Q4: 133,807 shares; 2026Q1: 135,293 shares; 2026Q2: 146,583 shares 146,583 $52.4M 0.63% +11,290 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: 35,054 shares; 2024Q4: 70,861 shares; 2025Q1: 84,198 shares; 2025Q2: 96,208 shares; 2025Q3: 157,242 shares; 2025Q4: 162,103 shares; 2026Q1: 176,427 shares; 2026Q2: 214,458 shares 214,458 $51.1M 0.61% +38,031 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: 253,045 shares; 2025Q2: 290,609 shares; 2025Q3: 1,518,936 shares; 2025Q4: 1,485,850 shares; 2026Q1: 1,529,638 shares; 2026Q2: 1,592,627 shares 1,592,627 $46.1M 0.55% +62,989 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: 6,463 shares; 2024Q4: 6,193 shares; 2025Q1: 6,101 shares; 2025Q2: 6,034 shares; 2025Q3: 8,865 shares; 2025Q4: 26,087 shares; 2026Q1: 34,396 shares; 2026Q2: 456,112 shares 456,112 $46M 0.55% +421,716 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256,443 shares; 2026Q1: 582,931 shares; 2026Q2: 808,515 shares 808,515 $44.9M 0.54% +225,584 Timeline HEWJ 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: 383,981 shares; 2025Q4: 390,739 shares; 2026Q1: 679,965 shares; 2026Q2: 670,038 shares 670,038 $43.2M 0.52% -9,927 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: 24,275 shares; 2024Q4: 75,679 shares; 2025Q1: 105,431 shares; 2025Q2: 110,586 shares; 2025Q3: 142,077 shares; 2025Q4: 223,815 shares; 2026Q1: 316,925 shares; 2026Q2: 619,141 shares 619,141 $42.1M 0.5% +302,216 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,408 shares; 2024Q4: 628,301 shares; 2025Q1: 629,455 shares; 2025Q2: 602,481 shares; 2025Q3: 625,796 shares; 2025Q4: 568,549 shares; 2026Q1: 543,585 shares; 2026Q2: 1,037,290 shares 1,037,290 $40M 0.48% +493,705 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: 1,520 shares; 2024Q4: 5,425 shares; 2025Q1: 5,419 shares; 2025Q2: 6,327 shares; 2025Q3: 6,244 shares; 2025Q4: 7,435 shares; 2026Q1: 7,452 shares; 2026Q2: 321,665 shares 321,665 $39.9M 0.48% +314,213 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: 16,182 shares; 2024Q4: 76,332 shares; 2025Q1: 84,584 shares; 2025Q2: 93,284 shares; 2025Q3: 94,002 shares; 2025Q4: 84,715 shares; 2026Q1: 93,274 shares; 2026Q2: 110,883 shares 110,883 $39.2M 0.47% +17,609 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: 8,139 shares; 2024Q4: 7,751 shares; 2025Q1: 10,922 shares; 2025Q2: 11,127 shares; 2025Q3: 129,827 shares; 2025Q4: 100,789 shares; 2026Q1: 99,042 shares; 2026Q2: 80,462 shares 80,462 $38.4M 0.46% -18,580 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: 71,372 shares; 2024Q4: 625,866 shares; 2025Q1: 704,164 shares; 2025Q2: 595,085 shares; 2025Q3: 280,415 shares; 2025Q4: 392,368 shares; 2026Q1: 550,514 shares; 2026Q2: 831,929 shares 831,929 $38.4M 0.46% +281,415 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366,043 shares; 2025Q4: 456,208 shares; 2026Q1: 468,588 shares; 2026Q2: 463,659 shares 463,659 $38.2M 0.46% -4,929 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 698,040 shares 698,040 $36.9M 0.44% new 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: 3,977 shares; 2024Q4: 4,293 shares; 2025Q1: 4,589 shares; 2025Q2: 166,815 shares; 2025Q3: 168,282 shares; 2025Q4: 169,455 shares; 2026Q1: 166,650 shares; 2026Q2: 166,666 shares 166,666 $36.3M 0.43% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,910 shares; 2025Q4: 90,156 shares; 2026Q1: 125,622 shares; 2026Q2: 196,588 shares 196,588 $34.7M 0.41% +70,966 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767,322 shares 767,322 $34.3M 0.41% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,554 shares; 2024Q4: 108,368 shares; 2025Q1: 121,269 shares; 2025Q2: 123,323 shares; 2025Q3: 180,428 shares; 2025Q4: 209,340 shares; 2026Q1: 207,454 shares; 2026Q2: 655,822 shares 655,822 $34.3M 0.41% +448,368 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: not reported; 2024Q4: 18,430 shares; 2025Q1: 18,781 shares; 2025Q2: 20,353 shares; 2025Q3: 19,889 shares; 2025Q4: 42,996 shares; 2026Q1: 20,538 shares; 2026Q2: 636,457 shares 636,457 $34.1M 0.41% +615,919 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: not reported; 2024Q4: 252,855 shares; 2025Q1: 259,109 shares; 2025Q2: 295,679 shares; 2025Q3: 303,375 shares; 2025Q4: 309,567 shares; 2026Q1: 322,088 shares; 2026Q2: 342,329 shares 342,329 $32.7M 0.39% +20,241 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: 11,409 shares; 2024Q4: 16,351 shares; 2025Q1: 419,324 shares; 2025Q2: 409,508 shares; 2025Q3: 417,008 shares; 2025Q4: 438,158 shares; 2026Q1: 425,409 shares; 2026Q2: 428,798 shares 428,798 $30.6M 0.36% +3,389 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: 14,376 shares; 2024Q4: 300,812 shares; 2025Q1: 316,623 shares; 2025Q2: 340,448 shares; 2025Q3: 341,215 shares; 2025Q4: 721,273 shares; 2026Q1: 593,030 shares; 2026Q2: 574,550 shares 574,550 $30.5M 0.36% -18,480 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: 50,056 shares; 2024Q4: 67,171 shares; 2025Q1: 78,882 shares; 2025Q2: 167,765 shares; 2025Q3: 160,552 shares; 2025Q4: 168,337 shares; 2026Q1: 192,319 shares; 2026Q2: 322,359 shares 322,359 $30.5M 0.36% +130,040 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153,141 shares; 2025Q4: 1,179,235 shares; 2026Q1: 1,219,890 shares; 2026Q2: 1,300,211 shares 1,300,211 $30.1M 0.36% +80,321 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 639,520 shares 639,520 $30M 0.36% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,705 shares; 2024Q4: 3,444 shares; 2025Q1: 3,373 shares; 2025Q2: 3,323 shares; 2025Q3: 2,682 shares; 2025Q4: 2,131 shares; 2026Q1: 1,780 shares; 2026Q2: 212,851 shares 212,851 $29.8M 0.36% +211,071 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: 1,051,464 shares; 2024Q4: 637,869 shares; 2025Q1: 622,991 shares; 2025Q2: 613,825 shares; 2025Q3: 530,231 shares; 2025Q4: 436,684 shares; 2026Q1: 351,679 shares; 2026Q2: 290,562 shares 290,562 $29.7M 0.35% -61,117 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: 3,017 shares; 2024Q4: 3,023 shares; 2025Q1: 3,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,760 shares; 2026Q2: 122,334 shares 122,334 $29.7M 0.35% +116,574 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236,188 shares; 2025Q3: 261,506 shares; 2025Q4: 277,393 shares; 2026Q1: 264,260 shares; 2026Q2: 266,847 shares 266,847 $29.4M 0.35% +2,587 Timeline JMBS 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: 6,591 shares; 2024Q4: 288,215 shares; 2025Q1: 368,754 shares; 2025Q2: 853,159 shares; 2025Q3: 1,401,814 shares; 2025Q4: 1,742,797 shares; 2026Q1: 1,996,621 shares; 2026Q2: 653,740 shares 653,740 $29.4M 0.35% -1,342,881 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,852 shares; 2026Q1: not reported; 2026Q2: 158,546 shares 158,546 $29.4M 0.35% new 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: 239,135 shares; 2024Q4: 435,539 shares; 2025Q1: 571,447 shares; 2025Q2: 582,280 shares; 2025Q3: 541,825 shares; 2025Q4: 583,032 shares; 2026Q1: 1,031,632 shares; 2026Q2: 1,275,472 shares 1,275,472 $29.1M 0.35% +243,840 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,358 shares; 2025Q1: 6,778 shares; 2025Q2: 6,814 shares; 2025Q3: 6,826 shares; 2025Q4: 6,604 shares; 2026Q1: 5,306 shares; 2026Q2: 252,027 shares 252,027 $29M 0.35% +246,721 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: 3,777 shares; 2024Q4: 6,509 shares; 2025Q1: not reported; 2025Q2: 211,318 shares; 2025Q3: 241,181 shares; 2025Q4: 249,645 shares; 2026Q1: 248,404 shares; 2026Q2: 265,371 shares 265,371 $28.9M 0.35% +16,967 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: not reported; 2024Q4: 2,602 shares; 2025Q1: 2,888 shares; 2025Q2: 2,902 shares; 2025Q3: 3,303 shares; 2025Q4: 3,281 shares; 2026Q1: 3,295 shares; 2026Q2: 347,334 shares 347,334 $28.7M 0.34% +344,039 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: not reported; 2024Q4: not reported; 2025Q1: 91,650 shares; 2025Q2: 88,315 shares; 2025Q3: 87,717 shares; 2025Q4: 87,715 shares; 2026Q1: 81,967 shares; 2026Q2: 83,248 shares 83,248 $28.6M 0.34% +1,281 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 648,710 shares 648,710 $28.6M 0.34% new 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: not reported; 2024Q4: 2,139 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,851 shares; 2025Q4: 2,382 shares; 2026Q1: 2,556 shares; 2026Q2: 187,544 shares 187,544 $28.5M 0.34% +184,988 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,724 shares; 2025Q3: 208,279 shares; 2025Q4: 224,893 shares; 2026Q1: 248,014 shares; 2026Q2: 457,489 shares 457,489 $27.6M 0.33% +209,475 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: 23,503 shares; 2024Q4: 98,317 shares; 2025Q1: 99,495 shares; 2025Q2: 117,380 shares; 2025Q3: 55,407 shares; 2025Q4: 42,083 shares; 2026Q1: 39,526 shares; 2026Q2: 247,856 shares 247,856 $27.3M 0.33% +208,330 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238,940 shares; 2025Q2: 334,659 shares; 2025Q3: 518,208 shares; 2025Q4: 630,483 shares; 2026Q1: 706,004 shares; 2026Q2: 773,637 shares 773,637 $27.2M 0.32% +67,633 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: 218,158 shares; 2024Q4: 246,468 shares; 2025Q1: 276,954 shares; 2025Q2: 203,630 shares; 2025Q3: 196,154 shares; 2025Q4: 200,954 shares; 2026Q1: 205,461 shares; 2026Q2: 226,346 shares 226,346 $26.9M 0.32% +20,885 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,326,307 shares 1,326,307 $26.9M 0.32% new 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: 100,273 shares; 2024Q4: 124,580 shares; 2025Q1: 185,791 shares; 2025Q2: 203,003 shares; 2025Q3: 228,358 shares; 2025Q4: 243,185 shares; 2026Q1: 236,624 shares; 2026Q2: 298,584 shares 298,584 $26.6M 0.32% +61,960 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,068 shares; 2024Q4: 20,360 shares; 2025Q1: 20,635 shares; 2025Q2: 19,875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 971,639 shares 971,639 $26.3M 0.31% new 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: 126,883 shares; 2024Q4: 152,030 shares; 2025Q1: 174,051 shares; 2025Q2: 169,212 shares; 2025Q3: 214,303 shares; 2025Q4: 290,563 shares; 2026Q1: 280,748 shares; 2026Q2: 345,528 shares 345,528 $26.1M 0.31% +64,780 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: 25,169 shares; 2024Q4: 576,229 shares; 2025Q1: 193,238 shares; 2025Q2: 231,050 shares; 2025Q3: 294,294 shares; 2025Q4: 374,530 shares; 2026Q1: 717,173 shares; 2026Q2: 818,307 shares 818,307 $25.9M 0.31% +101,134 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466,295 shares 466,295 $25.9M 0.31% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481,179 shares; 2024Q4: 506,781 shares; 2025Q1: 773,168 shares; 2025Q2: 775,951 shares; 2025Q3: 773,258 shares; 2025Q4: 757,507 shares; 2026Q1: 673,114 shares; 2026Q2: 630,132 shares 630,132 $25.8M 0.31% -42,982 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 273,591 shares 273,591 $25.2M 0.3% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,616 shares; 2024Q4: 56,917 shares; 2025Q1: 120,649 shares; 2025Q2: 203,865 shares; 2025Q3: 206,255 shares; 2025Q4: 284,235 shares; 2026Q1: 336,517 shares; 2026Q2: 298,098 shares 298,098 $24.7M 0.29% -38,419 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: 72,791 shares; 2024Q4: 76,139 shares; 2025Q1: 77,478 shares; 2025Q2: 77,392 shares; 2025Q3: 68,824 shares; 2025Q4: 60,876 shares; 2026Q1: 44,265 shares; 2026Q2: 35,711 shares 35,711 $24.5M 0.29% -8,554 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: 15,904 shares; 2024Q4: 201,005 shares; 2025Q1: 211,643 shares; 2025Q2: 246,018 shares; 2025Q3: 257,199 shares; 2025Q4: 263,265 shares; 2026Q1: 264,504 shares; 2026Q2: 273,000 shares 273,000 $24M 0.29% +8,496 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,225 shares; 2024Q4: 57,166 shares; 2025Q1: 59,074 shares; 2025Q2: 63,315 shares; 2025Q3: 77,207 shares; 2025Q4: 96,194 shares; 2026Q1: 107,502 shares; 2026Q2: 259,799 shares 259,799 $23.8M 0.28% +152,297 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: 864,492 shares; 2024Q4: 896,941 shares; 2025Q1: 900,095 shares; 2025Q2: 798,244 shares; 2025Q3: 721,438 shares; 2025Q4: 658,118 shares; 2026Q1: 490,944 shares; 2026Q2: 374,188 shares 374,188 $23.3M 0.28% -116,756 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: not reported; 2024Q4: 222,466 shares; 2025Q1: 224,951 shares; 2025Q2: 245,253 shares; 2025Q3: 248,047 shares; 2025Q4: 252,821 shares; 2026Q1: 268,661 shares; 2026Q2: 253,046 shares 253,046 $22.7M 0.27% -15,615 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: 80,566 shares; 2024Q4: 107,019 shares; 2025Q1: 546,957 shares; 2025Q2: 613,404 shares; 2025Q3: 606,756 shares; 2025Q4: 612,244 shares; 2026Q1: 455,945 shares; 2026Q2: 455,153 shares 455,153 $22.4M 0.27% -792 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: not reported; 2024Q4: 19,690 shares; 2025Q1: 18,973 shares; 2025Q2: 19,378 shares; 2025Q3: 19,095 shares; 2025Q4: 21,035 shares; 2026Q1: 19,626 shares; 2026Q2: 19,318 shares 19,318 $22.3M 0.27% -308 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,987 shares; 2024Q4: 316,209 shares; 2025Q1: 316,906 shares; 2025Q2: 316,947 shares; 2025Q3: 316,377 shares; 2025Q4: 295,700 shares; 2026Q1: 300,479 shares; 2026Q2: 162,393 shares 162,393 $22.2M 0.26% -138,086 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 525,144 shares; 2025Q1: 522,473 shares; 2025Q2: 516,593 shares; 2025Q3: 519,303 shares; 2025Q4: 534,308 shares; 2026Q1: 520,866 shares; 2026Q2: 509,418 shares 509,418 $22.2M 0.26% -11,448 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,596 shares; 2026Q1: 145,804 shares; 2026Q2: 135,772 shares 135,772 $21.9M 0.26% -10,032 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: not reported; 2026Q2: 99,005 shares 99,005 $21.7M 0.26% new Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220,963 shares 220,963 $21.6M 0.26% new 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: 59,187 shares; 2025Q1: 82,668 shares; 2025Q2: 216,123 shares; 2025Q3: 188,901 shares; 2025Q4: 210,845 shares; 2026Q1: 229,825 shares; 2026Q2: 215,420 shares 215,420 $21.6M 0.26% -14,405 Timeline SNSR 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: 611,536 shares; 2025Q1: 638,708 shares; 2025Q2: 685,653 shares; 2025Q3: 692,320 shares; 2025Q4: 724,460 shares; 2026Q1: 553,128 shares; 2026Q2: 431,017 shares 431,017 $21.5M 0.26% -122,111 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: 14,910 shares; 2024Q4: 18,993 shares; 2025Q1: 5,895 shares; 2025Q2: 52,902 shares; 2025Q3: 54,324 shares; 2025Q4: 110,288 shares; 2026Q1: 114,325 shares; 2026Q2: 112,640 shares 112,640 $21.5M 0.26% -1,685 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: 42,249 shares; 2024Q4: 136,323 shares; 2025Q1: 155,925 shares; 2025Q2: 158,548 shares; 2025Q3: 117,564 shares; 2025Q4: 146,307 shares; 2026Q1: 185,341 shares; 2026Q2: 224,776 shares 224,776 $21.2M 0.25% +39,435 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: 7,966 shares; 2024Q4: 10,461 shares; 2025Q1: 11,793 shares; 2025Q2: 15,683 shares; 2025Q3: 12,359 shares; 2025Q4: 13,087 shares; 2026Q1: 14,617 shares; 2026Q2: 17,517 shares 17,517 $21M 0.25% +2,900 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 454,450 shares; 2025Q4: 462,043 shares; 2026Q1: 471,068 shares; 2026Q2: 466,169 shares 466,169 $21M 0.25% -4,899 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: 3,945 shares; 2024Q4: 27,134 shares; 2025Q1: 32,274 shares; 2025Q2: 34,639 shares; 2025Q3: 31,731 shares; 2025Q4: 8,517 shares; 2026Q1: 205,625 shares; 2026Q2: 69,447 shares 69,447 $20.9M 0.25% -136,178 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: 64,394 shares; 2024Q4: 111,520 shares; 2025Q1: 116,394 shares; 2025Q2: 116,880 shares; 2025Q3: 118,773 shares; 2025Q4: 119,557 shares; 2026Q1: 123,121 shares; 2026Q2: 151,920 shares 151,920 $20.8M 0.25% +28,799 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 709,247 shares 709,247 $20.6M 0.25% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152,272 shares 152,272 $20.5M 0.24% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,757 shares; 2024Q4: 578,218 shares; 2025Q1: 557,594 shares; 2025Q2: 12,808 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087,805 shares 1,087,805 $20.3M 0.24% new 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: 29,407 shares; 2024Q4: 30,450 shares; 2025Q1: 117,792 shares; 2025Q2: 142,251 shares; 2025Q3: 138,883 shares; 2025Q4: 142,008 shares; 2026Q1: 132,584 shares; 2026Q2: 123,740 shares 123,740 $20.3M 0.24% -8,844 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: 29,115 shares; 2024Q4: 48,264 shares; 2025Q1: 52,808 shares; 2025Q2: 54,388 shares; 2025Q3: 52,768 shares; 2025Q4: 55,007 shares; 2026Q1: 55,617 shares; 2026Q2: 79,725 shares 79,725 $20.1M 0.24% +24,108 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224,997 shares; 2026Q1: 217,165 shares; 2026Q2: 210,637 shares 210,637 $19.7M 0.24% -6,528 Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 468,439 shares 468,439 $19.5M 0.23% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569,122 shares; 2025Q4: 561,987 shares; 2026Q1: 562,920 shares; 2026Q2: 538,864 shares 538,864 $19.5M 0.23% -24,056 Timeline JSI 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: 4,244 shares; 2024Q4: 4,305 shares; 2025Q1: 4,316 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares; 2025Q4: 4,316 shares; 2026Q1: 4,066 shares; 2026Q2: 379,913 shares 379,913 $19.5M 0.23% +375,847 Timeline SCHY 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: 131,889 shares; 2024Q4: 139,055 shares; 2025Q1: 147,635 shares; 2025Q2: 145,186 shares; 2025Q3: 233,842 shares; 2025Q4: 323,633 shares; 2026Q1: 335,129 shares; 2026Q2: 601,864 shares 601,864 $19.1M 0.23% +266,735 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: 34,152 shares; 2025Q3: 98,146 shares; 2025Q4: 162,139 shares; 2026Q1: 246,223 shares; 2026Q2: 355,654 shares 355,654 $18.8M 0.22% +109,431 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,994 shares; 2026Q1: 111,128 shares; 2026Q2: 108,083 shares 108,083 $18.4M 0.22% -3,045 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: not reported; 2024Q4: not reported; 2025Q1: 12,021 shares; 2025Q2: 1,304,997 shares; 2025Q3: 833,302 shares; 2025Q4: 662,883 shares; 2026Q1: 23,165 shares; 2026Q2: 267,005 shares 267,005 $18.3M 0.22% +243,840 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: 3,744 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,350 shares; 2026Q2: 230,631 shares 230,631 $18.2M 0.22% +130,281 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: 4,044 shares; 2024Q4: 4,886 shares; 2025Q1: 4,921 shares; 2025Q2: 5,327 shares; 2025Q3: 45,591 shares; 2025Q4: 45,476 shares; 2026Q1: 47,475 shares; 2026Q2: 53,684 shares 53,684 $18.2M 0.22% +6,209 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: 111,499 shares; 2025Q1: 115,703 shares; 2025Q2: 111,027 shares; 2025Q3: 424,963 shares; 2025Q4: 74,079 shares; 2026Q1: 53,418 shares; 2026Q2: 359,025 shares 359,025 $18.2M 0.22% +305,607 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: 30,832 shares; 2024Q4: 29,633 shares; 2025Q1: 34,806 shares; 2025Q2: 126,167 shares; 2025Q3: 116,722 shares; 2025Q4: 122,377 shares; 2026Q1: 121,531 shares; 2026Q2: 122,413 shares 122,413 $18.2M 0.22% +882 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,752 shares; 2025Q1: 87,647 shares; 2025Q2: 105,341 shares; 2025Q3: 126,347 shares; 2025Q4: 296,009 shares; 2026Q1: 360,481 shares; 2026Q2: 396,866 shares 396,866 $18M 0.21% +36,385 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: 70,143 shares; 2024Q4: 323,902 shares; 2025Q1: 362,861 shares; 2025Q2: 998,226 shares; 2025Q3: 1,745,879 shares; 2025Q4: 1,832,139 shares; 2026Q1: 2,065,619 shares; 2026Q2: 616,249 shares 616,249 $17.9M 0.21% -1,449,370 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 804,245 shares; 2025Q1: 828,273 shares; 2025Q2: 814,854 shares; 2025Q3: 833,521 shares; 2025Q4: 826,793 shares; 2026Q1: 804,177 shares; 2026Q2: 809,233 shares 809,233 $17.7M 0.21% +5,056 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 153,347 shares; 2025Q1: 166,877 shares; 2025Q2: 178,014 shares; 2025Q3: 207,871 shares; 2025Q4: 45,247 shares; 2026Q1: 8,546 shares; 2026Q2: 344,253 shares 344,253 $17.4M 0.21% +335,707 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 278,285 shares; 2025Q4: 281,684 shares; 2026Q1: 283,876 shares; 2026Q2: 280,967 shares 280,967 $17.4M 0.21% -2,909 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: 154,819 shares; 2024Q4: 165,295 shares; 2025Q1: 198,057 shares; 2025Q2: 229,690 shares; 2025Q3: 232,448 shares; 2025Q4: 234,452 shares; 2026Q1: 237,872 shares; 2026Q2: 237,625 shares 237,625 $17.2M 0.21% -247 Timeline VONE 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: 92,454 shares; 2024Q4: 95,821 shares; 2025Q1: 96,419 shares; 2025Q2: 97,337 shares; 2025Q3: 96,533 shares; 2025Q4: 95,790 shares; 2026Q1: 58,401 shares; 2026Q2: 50,499 shares 50,499 $17.1M 0.2% -7,902 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 702,949 shares 702,949 $16.8M 0.2% new 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: 77,166 shares; 2024Q4: 103,577 shares; 2025Q1: 146,451 shares; 2025Q2: 295,893 shares; 2025Q3: 247,772 shares; 2025Q4: 248,828 shares; 2026Q1: 278,900 shares; 2026Q2: 327,457 shares 327,457 $16.8M 0.2% +48,557 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,062 shares 91,062 $16.3M 0.2% 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: 3,010 shares; 2024Q4: 7,548 shares; 2025Q1: 17,057 shares; 2025Q2: 17,473 shares; 2025Q3: 17,652 shares; 2025Q4: 18,404 shares; 2026Q1: 18,703 shares; 2026Q2: 21,432 shares 21,432 $15.5M 0.19% +2,729 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: 38,386 shares; 2024Q4: 536,484 shares; 2025Q1: 512,187 shares; 2025Q2: 478,865 shares; 2025Q3: 389,116 shares; 2025Q4: 305,567 shares; 2026Q1: 301,496 shares; 2026Q2: 303,170 shares 303,170 $15.3M 0.18% +1,674 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: 5,384 shares; 2024Q4: 6,533 shares; 2025Q1: 8,537 shares; 2025Q2: 11,171 shares; 2025Q3: 14,946 shares; 2025Q4: 18,851 shares; 2026Q1: 20,077 shares; 2026Q2: 26,860 shares 26,860 $15.1M 0.18% +6,783 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: 8,695 shares; 2024Q4: 9,486 shares; 2025Q1: 15,043 shares; 2025Q2: 20,500 shares; 2025Q3: 24,951 shares; 2025Q4: 28,073 shares; 2026Q1: 31,057 shares; 2026Q2: 35,452 shares 35,452 $14.9M 0.18% +4,395 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140,801 shares; 2025Q1: 140,760 shares; 2025Q2: 278,607 shares; 2025Q3: 312,167 shares; 2025Q4: 343,014 shares; 2026Q1: 377,783 shares; 2026Q2: 386,223 shares 386,223 $14.7M 0.17% +8,440 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: 24,242 shares; 2024Q4: 31,204 shares; 2025Q1: 40,596 shares; 2025Q2: 39,814 shares; 2025Q3: 44,105 shares; 2025Q4: 47,862 shares; 2026Q1: 49,772 shares; 2026Q2: 57,332 shares 57,332 $14.6M 0.17% +7,560 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,355 shares; 2025Q2: 49,093 shares; 2025Q3: 51,496 shares; 2025Q4: 175,246 shares; 2026Q1: 175,343 shares; 2026Q2: 176,436 shares 176,436 $14.5M 0.17% +1,093 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,252 shares; 2024Q4: 519,912 shares; 2025Q1: 585,648 shares; 2025Q2: 705,285 shares; 2025Q3: 821,996 shares; 2025Q4: 815,858 shares; 2026Q1: 631,578 shares; 2026Q2: 483,874 shares 483,874 $14.5M 0.17% -147,704 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: 33,191 shares; 2024Q4: 58,703 shares; 2025Q1: 96,023 shares; 2025Q2: 96,294 shares; 2025Q3: 103,021 shares; 2025Q4: 109,257 shares; 2026Q1: 110,242 shares; 2026Q2: 123,608 shares 123,608 $14.5M 0.17% +13,366 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: 25,422 shares; 2024Q4: 103,402 shares; 2025Q1: 112,588 shares; 2025Q2: 115,919 shares; 2025Q3: 121,469 shares; 2025Q4: 125,952 shares; 2026Q1: 80,362 shares; 2026Q2: 85,559 shares 85,559 $14.2M 0.17% +5,197 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: 63,061 shares 63,061 $14.1M 0.17% new Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008,078 shares; 2025Q3: 1,032,733 shares; 2025Q4: 946,146 shares; 2026Q1: 838,862 shares; 2026Q2: 633,789 shares 633,789 $14.1M 0.17% -205,073 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 968,662 shares; 2025Q1: 1,074,754 shares; 2025Q2: 1,095,569 shares; 2025Q3: 1,081,258 shares; 2025Q4: 1,051,555 shares; 2026Q1: 1,026,680 shares; 2026Q2: 944,413 shares 944,413 $13.8M 0.17% -82,267 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: 62,416 shares 62,416 $13.8M 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269,124 shares; 2025Q3: 267,358 shares; 2025Q4: 267,126 shares; 2026Q1: 279,941 shares; 2026Q2: 282,502 shares 282,502 $13.6M 0.16% +2,561 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,663 shares; 2025Q2: 113,862 shares; 2025Q3: 194,360 shares; 2025Q4: 198,595 shares; 2026Q1: 197,758 shares; 2026Q2: 180,699 shares 180,699 $13.6M 0.16% -17,059 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 7,600 shares; 2025Q2: 58,705 shares; 2025Q3: 59,027 shares; 2025Q4: 60,597 shares; 2026Q1: 60,466 shares; 2026Q2: 70,671 shares 70,671 $13.6M 0.16% +10,205 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,163 shares; 2025Q3: 240,047 shares; 2025Q4: 241,850 shares; 2026Q1: 247,990 shares; 2026Q2: 254,655 shares 254,655 $13.5M 0.16% +6,665 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,907 shares; 2024Q4: 31,199 shares; 2025Q1: 32,279 shares; 2025Q2: 32,689 shares; 2025Q3: 243,512 shares; 2025Q4: 241,243 shares; 2026Q1: 110,492 shares; 2026Q2: 109,204 shares 109,204 $13.4M 0.16% -1,288 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275,212 shares 275,212 $13.3M 0.16% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,575 shares; 2026Q2: 261,910 shares 261,910 $13.3M 0.16% +142,335 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 155,431 shares; 2025Q1: 245,708 shares; 2025Q2: 343,771 shares; 2025Q3: 379,284 shares; 2025Q4: 403,810 shares; 2026Q1: 411,059 shares; 2026Q2: 391,006 shares 391,006 $13M 0.16% -20,053 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: 4,453 shares; 2024Q4: 7,408 shares; 2025Q1: 7,908 shares; 2025Q2: 8,537 shares; 2025Q3: 12,008 shares; 2025Q4: 11,738 shares; 2026Q1: 12,424 shares; 2026Q2: 13,770 shares 13,770 $12.9M 0.15% +1,346 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: 5,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,064 shares; 2025Q4: 266,402 shares; 2026Q1: 270,402 shares; 2026Q2: 272,711 shares 272,711 $12.8M 0.15% +2,309 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 358,202 shares; 2025Q1: 321,105 shares; 2025Q2: 314,760 shares; 2025Q3: 321,482 shares; 2025Q4: 323,563 shares; 2026Q1: 320,077 shares; 2026Q2: 271,866 shares 271,866 $12.8M 0.15% -48,211 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: 5,382 shares; 2024Q4: 5,119 shares; 2025Q1: 123,334 shares; 2025Q2: 130,373 shares; 2025Q3: 131,352 shares; 2025Q4: 133,937 shares; 2026Q1: 136,864 shares; 2026Q2: 128,041 shares 128,041 $12.7M 0.15% -8,823 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: 20,951 shares; 2024Q4: 21,884 shares; 2025Q1: 21,139 shares; 2025Q2: 20,567 shares; 2025Q3: 21,436 shares; 2025Q4: 22,377 shares; 2026Q1: 26,044 shares; 2026Q2: 31,940 shares 31,940 $12.1M 0.14% +5,896 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,786 shares; 2025Q3: 275,942 shares; 2025Q4: 277,267 shares; 2026Q1: 273,763 shares; 2026Q2: 235,582 shares 235,582 $11.9M 0.14% -38,181 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: 8,847 shares; 2024Q4: 9,907 shares; 2025Q1: 10,217 shares; 2025Q2: 10,225 shares; 2025Q3: 10,308 shares; 2025Q4: 5,335 shares; 2026Q1: 5,507 shares; 2026Q2: 11,141 shares 11,141 $11.9M 0.14% +5,634 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: 14,991 shares; 2024Q4: 35,108 shares; 2025Q1: 29,088 shares; 2025Q2: 29,159 shares; 2025Q3: 7,074 shares; 2025Q4: 5,521 shares; 2026Q1: 78,617 shares; 2026Q2: 94,950 shares 94,950 $11.8M 0.14% +16,333 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,420 shares; 2024Q4: 357,056 shares; 2025Q1: 340,606 shares; 2025Q2: 340,583 shares; 2025Q3: 337,659 shares; 2025Q4: 324,249 shares; 2026Q1: 282,349 shares; 2026Q2: 271,793 shares 271,793 $11.8M 0.14% -10,556 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: 2,124 shares; 2024Q4: 27,179 shares; 2025Q1: 48,176 shares; 2025Q2: 50,284 shares; 2025Q3: 49,608 shares; 2025Q4: 49,477 shares; 2026Q1: 46,029 shares; 2026Q2: 48,820 shares 48,820 $11.6M 0.14% +2,791 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: 39,613 shares; 2024Q4: 53,968 shares; 2025Q1: 62,202 shares; 2025Q2: 67,782 shares; 2025Q3: 68,677 shares; 2025Q4: 72,209 shares; 2026Q1: 83,316 shares; 2026Q2: 101,893 shares 101,893 $11.5M 0.14% +18,577 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: 36,557 shares; 2024Q4: 382,413 shares; 2025Q1: 383,139 shares; 2025Q2: 383,952 shares; 2025Q3: 391,130 shares; 2025Q4: 396,809 shares; 2026Q1: 379,413 shares; 2026Q2: 358,448 shares 358,448 $11.5M 0.14% -20,965 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461,699 shares; 2026Q1: 565,792 shares; 2026Q2: 866,621 shares 866,621 $11.3M 0.13% +300,829 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: 6,772 shares; 2024Q4: 41,412 shares; 2025Q1: 43,378 shares; 2025Q2: 45,745 shares; 2025Q3: 46,136 shares; 2025Q4: 47,347 shares; 2026Q1: 47,692 shares; 2026Q2: 58,476 shares 58,476 $11.1M 0.13% +10,784 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: 920 shares; 2024Q4: 160,238 shares; 2025Q1: 207,728 shares; 2025Q2: 5,019 shares; 2025Q3: 17,782 shares; 2025Q4: 17,540 shares; 2026Q1: 18,225 shares; 2026Q2: 20,828 shares 20,828 $10.9M 0.13% +2,603 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: 43,695 shares; 2024Q4: 56,146 shares; 2025Q1: 64,626 shares; 2025Q2: 61,101 shares; 2025Q3: 61,013 shares; 2025Q4: 62,479 shares; 2026Q1: 64,412 shares; 2026Q2: 74,021 shares 74,021 $10.9M 0.13% +9,609 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425,599 shares; 2025Q4: 430,531 shares; 2026Q1: 420,036 shares; 2026Q2: 320,164 shares 320,164 $10.8M 0.13% -99,872 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393,045 shares; 2025Q4: 399,906 shares; 2026Q1: 411,985 shares; 2026Q2: 417,404 shares 417,404 $10.7M 0.13% +5,419 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 193,006 shares; 2025Q1: 142,054 shares; 2025Q2: 245,781 shares; 2025Q3: 467,934 shares; 2025Q4: 409,615 shares; 2026Q1: 440,997 shares; 2026Q2: 210,560 shares 210,560 $10.7M 0.13% -230,437 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272,003 shares 272,003 $10.6M 0.13% new 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: 8,214 shares; 2024Q4: 11,454 shares; 2025Q1: 102,776 shares; 2025Q2: 109,018 shares; 2025Q3: 108,602 shares; 2025Q4: 116,057 shares; 2026Q1: 108,405 shares; 2026Q2: 108,452 shares 108,452 $10.5M 0.13% +47 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: 4,836 shares; 2024Q4: 5,198 shares; 2025Q1: 6,956 shares; 2025Q2: 82,416 shares; 2025Q3: 80,953 shares; 2025Q4: 84,893 shares; 2026Q1: 84,590 shares; 2026Q2: 108,533 shares 108,533 $10.5M 0.12% +23,943 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: 1,121 shares; 2024Q4: 1,345 shares; 2025Q1: 2,280 shares; 2025Q2: 2,333 shares; 2025Q3: 2,500 shares; 2025Q4: 6,440 shares; 2026Q1: 7,506 shares; 2026Q2: 25,536 shares 25,536 $10.5M 0.12% +18,030 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: not reported; 2024Q4: 30,638 shares; 2025Q1: 37,638 shares; 2025Q2: 37,627 shares; 2025Q3: 36,525 shares; 2025Q4: 38,740 shares; 2026Q1: 44,857 shares; 2026Q2: 48,173 shares 48,173 $10.4M 0.12% +3,316 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 362,437 shares 362,437 $10.4M 0.12% new Timeline QDPL 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: 31,763 shares; 2024Q4: 37,404 shares; 2025Q1: 53,832 shares; 2025Q2: 73,767 shares; 2025Q3: 108,090 shares; 2025Q4: 135,918 shares; 2026Q1: 149,246 shares; 2026Q2: 226,587 shares 226,587 $10.2M 0.12% +77,341 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: not reported; 2024Q4: not reported; 2025Q1: 95,625 shares; 2025Q2: 99,904 shares; 2025Q3: 99,571 shares; 2025Q4: 97,614 shares; 2026Q1: 91,494 shares; 2026Q2: 121,874 shares 121,874 $10.2M 0.12% +30,380 Timeline ICOW 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: 147,245 shares; 2024Q4: 302,536 shares; 2025Q1: 327,914 shares; 2025Q2: 335,184 shares; 2025Q3: 333,465 shares; 2025Q4: 315,434 shares; 2026Q1: 256,817 shares; 2026Q2: 244,790 shares 244,790 $10.2M 0.12% -12,027 Timeline FBT 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: 29,816 shares; 2025Q1: 30,123 shares; 2025Q2: 42,030 shares; 2025Q3: 41,082 shares; 2025Q4: 41,578 shares; 2026Q1: 41,791 shares; 2026Q2: 40,407 shares 40,407 $10M 0.12% -1,384 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: 11,946 shares; 2024Q4: 40,415 shares; 2025Q1: 65,173 shares; 2025Q2: 64,755 shares; 2025Q3: 64,977 shares; 2025Q4: 53,512 shares; 2026Q1: 57,447 shares; 2026Q2: 71,006 shares 71,006 $9.91M 0.12% +13,559 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 812 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,117 shares 25,117 $9.9M 0.12% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,730 shares; 2026Q2: 150,143 shares 150,143 $9.85M 0.12% +15,413 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: not reported; 2024Q4: 5,892 shares; 2025Q1: 7,735 shares; 2025Q2: 7,701 shares; 2025Q3: 8,375 shares; 2025Q4: 21,921 shares; 2026Q1: 31,785 shares; 2026Q2: 28,194 shares 28,194 $9.67M 0.12% -3,591 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: 1,285 shares; 2024Q4: not reported; 2025Q1: 6,268 shares; 2025Q2: 6,672 shares; 2025Q3: 6,962 shares; 2025Q4: 7,273 shares; 2026Q1: 11,047 shares; 2026Q2: 16,163 shares 16,163 $9.39M 0.11% +5,116 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: not reported; 2024Q4: not reported; 2025Q1: 8,547 shares; 2025Q2: 109,851 shares; 2025Q3: 110,389 shares; 2025Q4: 112,938 shares; 2026Q1: 109,103 shares; 2026Q2: 109,410 shares 109,410 $9.35M 0.11% +307 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,525 shares; 2024Q4: 704,240 shares; 2025Q1: 35,943 shares; 2025Q2: 54,888 shares; 2025Q3: 40,157 shares; 2025Q4: 41,321 shares; 2026Q1: 45,041 shares; 2026Q2: 91,203 shares 91,203 $9.33M 0.11% +46,162 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,967 shares; 2024Q4: 5,169 shares; 2025Q1: 5,491 shares; 2025Q2: 101,714 shares; 2025Q3: 99,891 shares; 2025Q4: 98,841 shares; 2026Q1: 98,085 shares; 2026Q2: 96,322 shares 96,322 $9.19M 0.11% -1,763 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: 145,350 shares; 2024Q4: 117,855 shares; 2025Q1: 697,173 shares; 2025Q2: 181,429 shares; 2025Q3: 174,463 shares; 2025Q4: 113,081 shares; 2026Q1: 133,195 shares; 2026Q2: 99,671 shares 99,671 $9.13M 0.11% -33,524 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,100 shares 111,100 $9.08M 0.11% new 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: 5,068 shares; 2024Q4: 8,388 shares; 2025Q1: 12,234 shares; 2025Q2: 12,677 shares; 2025Q3: 13,766 shares; 2025Q4: 14,753 shares; 2026Q1: 15,284 shares; 2026Q2: 26,312 shares 26,312 $9.03M 0.11% +11,028 Timeline FXR 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: 96,570 shares; 2025Q1: 96,486 shares; 2025Q2: 95,393 shares; 2025Q3: 95,342 shares; 2025Q4: 97,316 shares; 2026Q1: 96,688 shares; 2026Q2: 98,910 shares 98,910 $9.01M 0.11% +2,222 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518,421 shares; 2025Q3: 522,239 shares; 2025Q4: 537,300 shares; 2026Q1: 516,916 shares; 2026Q2: 549,842 shares 549,842 $9.01M 0.11% +32,926 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 537,859 shares; 2025Q1: 540,330 shares; 2025Q2: 514,049 shares; 2025Q3: 508,809 shares; 2025Q4: 503,557 shares; 2026Q1: 491,970 shares; 2026Q2: 480,230 shares 480,230 $8.87M 0.11% -11,740 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,123 shares; 2025Q1: 28,526 shares; 2025Q2: 134,650 shares; 2025Q3: 116,246 shares; 2025Q4: 112,530 shares; 2026Q1: 112,302 shares; 2026Q2: 113,358 shares 113,358 $8.76M 0.1% +1,056 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355,560 shares; 2025Q3: 390,963 shares; 2025Q4: 406,333 shares; 2026Q1: 408,896 shares; 2026Q2: 413,738 shares 413,738 $8.74M 0.1% +4,842 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,526 shares; 2025Q3: 22,568 shares; 2025Q4: 28,142 shares; 2026Q1: 61,965 shares; 2026Q2: 91,211 shares 91,211 $8.62M 0.1% +29,246 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: 135,317 shares; 2026Q2: 170,065 shares 170,065 $8.57M 0.1% +34,748 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,189 shares 56,189 $8.3M 0.1% new Timeline JSMD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,210 shares 81,210 $8.22M 0.1% new 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: 9,540 shares; 2024Q4: 14,837 shares; 2025Q1: 17,477 shares; 2025Q2: 18,696 shares; 2025Q3: 19,045 shares; 2025Q4: 19,631 shares; 2026Q1: 23,176 shares; 2026Q2: 28,885 shares 28,885 $8.12M 0.1% +5,709 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: 5,386 shares; 2024Q4: 13,099 shares; 2025Q1: 16,366 shares; 2025Q2: 26,998 shares; 2025Q3: 27,117 shares; 2025Q4: 27,515 shares; 2026Q1: 27,771 shares; 2026Q2: 27,156 shares 27,156 $8.09M 0.1% -615 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295,401 shares; 2025Q3: 303,075 shares; 2025Q4: 331,313 shares; 2026Q1: 334,383 shares; 2026Q2: 386,808 shares 386,808 $7.93M 0.09% +52,425 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298,864 shares; 2025Q3: 306,821 shares; 2025Q4: 332,563 shares; 2026Q1: 337,138 shares; 2026Q2: 376,705 shares 376,705 $7.93M 0.09% +39,567 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: 12,043 shares; 2024Q4: 14,128 shares; 2025Q1: 14,537 shares; 2025Q2: 15,057 shares; 2025Q3: 15,596 shares; 2025Q4: 15,351 shares; 2026Q1: 17,279 shares; 2026Q2: 22,187 shares 22,187 $7.83M 0.09% +4,908 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: not reported; 2024Q4: 20,958 shares; 2025Q1: 31,771 shares; 2025Q2: 36,574 shares; 2025Q3: 39,614 shares; 2025Q4: 44,265 shares; 2026Q1: 48,830 shares; 2026Q2: 164,611 shares 164,611 $7.77M 0.09% +115,781 Timeline CORP 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: 4,880 shares; 2024Q4: 3,537 shares; 2025Q1: 2,946 shares; 2025Q2: not reported; 2025Q3: 136,531 shares; 2025Q4: 139,948 shares; 2026Q1: 145,358 shares; 2026Q2: 79,372 shares 79,372 $7.69M 0.09% -65,986 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: not reported; 2026Q2: 210,080 shares 210,080 $7.69M 0.09% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261,595 shares; 2025Q3: 268,217 shares; 2025Q4: 287,651 shares; 2026Q1: 284,807 shares; 2026Q2: 391,001 shares 391,001 $7.63M 0.09% +106,194 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: 12,395 shares; 2024Q4: 99,574 shares; 2025Q1: 139,724 shares; 2025Q2: 142,381 shares; 2025Q3: 143,143 shares; 2025Q4: 146,080 shares; 2026Q1: 141,954 shares; 2026Q2: 122,473 shares 122,473 $7.31M 0.09% -19,481 Timeline USHY 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: 190,962 shares; 2025Q3: 187,331 shares; 2025Q4: 191,215 shares; 2026Q1: 192,332 shares; 2026Q2: 196,176 shares 196,176 $7.26M 0.09% +3,844 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: 164,777 shares; 2026Q2: 228,351 shares 228,351 $7.26M 0.09% +63,574 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: 5,482 shares; 2024Q4: 14,469 shares; 2025Q1: 22,611 shares; 2025Q2: 22,259 shares; 2025Q3: 22,651 shares; 2025Q4: 23,146 shares; 2026Q1: 27,011 shares; 2026Q2: 48,820 shares 48,820 $7.15M 0.09% +21,809 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346,933 shares; 2025Q3: 355,360 shares; 2025Q4: 376,925 shares; 2026Q1: 374,410 shares; 2026Q2: 425,857 shares 425,857 $7.09M 0.08% +51,447 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: 28,605 shares; 2024Q4: 65,705 shares; 2025Q1: 70,593 shares; 2025Q2: 107,991 shares; 2025Q3: 97,410 shares; 2025Q4: 131,883 shares; 2026Q1: 185,208 shares; 2026Q2: 91,906 shares 91,906 $7.04M 0.08% -93,302 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56,183 shares; 2025Q1: 57,334 shares; 2025Q2: 137,539 shares; 2025Q3: 103,056 shares; 2025Q4: 95,417 shares; 2026Q1: 91,988 shares; 2026Q2: 91,614 shares 91,614 $7.01M 0.08% -374 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: 6,613 shares; 2024Q4: 8,810 shares; 2025Q1: 10,214 shares; 2025Q2: 17,102 shares; 2025Q3: 17,445 shares; 2025Q4: 17,537 shares; 2026Q1: 16,644 shares; 2026Q2: 18,931 shares 18,931 $6.97M 0.08% +2,287 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: 8,189 shares; 2024Q4: 12,200 shares; 2025Q1: 22,201 shares; 2025Q2: 20,887 shares; 2025Q3: 33,675 shares; 2025Q4: 34,677 shares; 2026Q1: 39,645 shares; 2026Q2: 54,135 shares 54,135 $6.96M 0.08% +14,490 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,531 shares 60,531 $6.89M 0.08% new Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,347 shares; 2025Q3: 239,064 shares; 2025Q4: 259,964 shares; 2026Q1: 268,330 shares; 2026Q2: 307,642 shares 307,642 $6.87M 0.08% +39,312 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,302 shares; 2025Q3: 31,774 shares; 2025Q4: 34,607 shares; 2026Q1: 60,709 shares; 2026Q2: 80,620 shares 80,620 $6.85M 0.08% +19,911 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: 1,425 shares; 2024Q4: 5,617 shares; 2025Q1: 16,978 shares; 2025Q2: 17,767 shares; 2025Q3: 16,928 shares; 2025Q4: 21,624 shares; 2026Q1: 21,085 shares; 2026Q2: 22,464 shares 22,464 $6.81M 0.08% +1,379 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: 241,245 shares 241,245 $6.77M 0.08% new Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201,157 shares 201,157 $6.53M 0.08% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,152 shares; 2025Q1: 62,424 shares; 2025Q2: 63,207 shares; 2025Q3: 60,880 shares; 2025Q4: 60,591 shares; 2026Q1: 63,750 shares; 2026Q2: 66,222 shares 66,222 $6.53M 0.08% +2,472 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,465 shares; 2025Q4: 118,448 shares; 2026Q1: 200,676 shares; 2026Q2: 314,604 shares 314,604 $6.5M 0.08% +113,928 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: 76,452 shares; 2025Q3: 82,820 shares; 2025Q4: 131,411 shares; 2026Q1: 199,918 shares; 2026Q2: 148,532 shares 148,532 $6.4M 0.08% -51,386 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: not reported; 2024Q4: 68,314 shares; 2025Q1: 85,576 shares; 2025Q2: 85,796 shares; 2025Q3: 86,837 shares; 2025Q4: 86,858 shares; 2026Q1: 83,340 shares; 2026Q2: 56,580 shares 56,580 $6.39M 0.08% -26,760 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: not reported; 2024Q4: 2,354 shares; 2025Q1: 2,807 shares; 2025Q2: 2,884 shares; 2025Q3: 2,918 shares; 2025Q4: 3,027 shares; 2026Q1: 3,029 shares; 2026Q2: 3,203 shares 3,203 $6.37M 0.08% +174 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,171 shares; 2026Q1: 58,236 shares; 2026Q2: 81,030 shares 81,030 $6.32M 0.08% +22,794 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: 30,608 shares; 2024Q4: 34,403 shares; 2025Q1: 39,120 shares; 2025Q2: 44,653 shares; 2025Q3: 43,536 shares; 2025Q4: 46,480 shares; 2026Q1: 51,445 shares; 2026Q2: 77,501 shares 77,501 $6.3M 0.08% +26,056 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,539 shares; 2025Q2: 107,905 shares; 2025Q3: 109,068 shares; 2025Q4: 108,742 shares; 2026Q1: 108,410 shares; 2026Q2: 85,519 shares 85,519 $6.27M 0.07% -22,891 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: not reported; 2024Q4: 46,025 shares; 2025Q1: 53,281 shares; 2025Q2: 56,241 shares; 2025Q3: 58,482 shares; 2025Q4: 55,515 shares; 2026Q1: 38,445 shares; 2026Q2: 75,898 shares 75,898 $6.15M 0.07% +37,453 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: 39,179 shares; 2024Q4: 43,221 shares; 2025Q1: 49,897 shares; 2025Q2: 57,946 shares; 2025Q3: 75,454 shares; 2025Q4: 84,732 shares; 2026Q1: 94,787 shares; 2026Q2: 143,736 shares 143,736 $6.09M 0.07% +48,949 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: 30,449 shares; 2024Q4: 33,061 shares; 2025Q1: 32,189 shares; 2025Q2: 33,590 shares; 2025Q3: 29,966 shares; 2025Q4: 27,573 shares; 2026Q1: 25,390 shares; 2026Q2: 28,575 shares 28,575 $6.08M 0.07% +3,185 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: 684,930 shares; 2024Q4: 1,263,344 shares; 2025Q1: 1,263,756 shares; 2025Q2: 1,278,309 shares; 2025Q3: 1,286,942 shares; 2025Q4: 1,279,661 shares; 2026Q1: 1,278,990 shares; 2026Q2: 147,223 shares 147,223 $6.05M 0.07% -1,131,767 Timeline DFEM 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: 171,995 shares; 2025Q3: 173,582 shares; 2025Q4: 172,070 shares; 2026Q1: 169,612 shares; 2026Q2: 147,831 shares 147,831 $6.01M 0.07% -21,781 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: 754,849 shares; 2024Q4: 1,241,472 shares; 2025Q1: 1,306,891 shares; 2025Q2: 836,916 shares; 2025Q3: 812,694 shares; 2025Q4: 453,190 shares; 2026Q1: 439,225 shares; 2026Q2: 97,451 shares 97,451 $5.92M 0.07% -341,774 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,141 shares; 2024Q4: 56,196 shares; 2025Q1: 54,166 shares; 2025Q2: 55,057 shares; 2025Q3: 51,572 shares; 2025Q4: 51,508 shares; 2026Q1: 49,541 shares; 2026Q2: 56,864 shares 56,864 $5.91M 0.07% +7,323 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,219 shares; 2025Q3: 46,562 shares; 2025Q4: 76,300 shares; 2026Q1: 94,025 shares; 2026Q2: 97,427 shares 97,427 $5.78M 0.07% +3,402 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: 58,014 shares; 2024Q4: 58,614 shares; 2025Q1: 60,248 shares; 2025Q2: 59,879 shares; 2025Q3: 212,469 shares; 2025Q4: 156,103 shares; 2026Q1: 156,959 shares; 2026Q2: 59,864 shares 59,864 $5.77M 0.07% -97,095 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: not reported; 2024Q4: 4,358 shares; 2025Q1: 5,403 shares; 2025Q2: 5,485 shares; 2025Q3: 5,413 shares; 2025Q4: 5,469 shares; 2026Q1: 5,150 shares; 2026Q2: 36,530 shares 36,530 $5.77M 0.07% +31,380 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: 110,543 shares 110,543 $5.56M 0.07% new Timeline NLR 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: 17,700 shares; 2026Q1: 20,752 shares; 2026Q2: 47,799 shares 47,799 $5.54M 0.07% +27,047 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: 2,653 shares; 2025Q1: 3,335 shares; 2025Q2: 3,336 shares; 2025Q3: not reported; 2025Q4: 1,716 shares; 2026Q1: 635 shares; 2026Q2: 11,272 shares 11,272 $5.53M 0.07% +10,637 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: 38,073 shares; 2024Q4: 62,342 shares; 2025Q1: 61,983 shares; 2025Q2: 67,620 shares; 2025Q3: 67,241 shares; 2025Q4: 64,978 shares; 2026Q1: 64,621 shares; 2026Q2: 97,013 shares 97,013 $5.53M 0.07% +32,392 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,697 shares; 2025Q3: 32,126 shares; 2025Q4: 96,025 shares; 2026Q1: 109,500 shares; 2026Q2: 126,387 shares 126,387 $5.52M 0.07% +16,887 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,827 shares; 2024Q4: 62,201 shares; 2025Q1: 62,514 shares; 2025Q2: 65,876 shares; 2025Q3: 68,843 shares; 2025Q4: 65,212 shares; 2026Q1: 57,220 shares; 2026Q2: 54,192 shares 54,192 $5.51M 0.07% -3,028 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,394 shares; 2025Q1: 26,230 shares; 2025Q2: 85,094 shares; 2025Q3: 131,063 shares; 2025Q4: 130,455 shares; 2026Q1: 94,875 shares; 2026Q2: 196,849 shares 196,849 $5.41M 0.06% +101,974 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: 9,645 shares; 2024Q4: 40,271 shares; 2025Q1: 44,879 shares; 2025Q2: 51,768 shares; 2025Q3: 50,562 shares; 2025Q4: 45,445 shares; 2026Q1: 43,960 shares; 2026Q2: 58,399 shares 58,399 $5.3M 0.06% +14,439 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 65,987 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 7 shares 7 $5.24M 0.06% +1 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 2,508 shares; 2025Q1: 2,710 shares; 2025Q2: 3,300 shares; 2025Q3: 4,441 shares; 2025Q4: 4,641 shares; 2026Q1: 4,500 shares; 2026Q2: 60,707 shares 60,707 $5.23M 0.06% +56,207 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,128 shares; 2025Q4: 114,051 shares; 2026Q1: 110,072 shares; 2026Q2: 100,791 shares 100,791 $5.2M 0.06% -9,281 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: 14,640 shares; 2024Q4: 16,899 shares; 2025Q1: 17,656 shares; 2025Q2: 18,738 shares; 2025Q3: 20,140 shares; 2025Q4: 23,188 shares; 2026Q1: 25,159 shares; 2026Q2: 28,099 shares 28,099 $5.08M 0.06% +2,940 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: 5,934 shares; 2024Q4: 7,351 shares; 2025Q1: 9,535 shares; 2025Q2: 9,675 shares; 2025Q3: 9,983 shares; 2025Q4: 10,063 shares; 2026Q1: 11,464 shares; 2026Q2: 13,561 shares 13,561 $5.07M 0.06% +2,097 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,309 shares; 2025Q3: 43,758 shares; 2025Q4: 45,230 shares; 2026Q1: 52,435 shares; 2026Q2: 45,968 shares 45,968 $5.03M 0.06% -6,467 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: not reported; 2025Q2: not reported; 2025Q3: 129,157 shares; 2025Q4: 186,644 shares; 2026Q1: 186,150 shares; 2026Q2: 135,172 shares 135,172 $4.98M 0.06% -50,978 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,630 shares; 2025Q3: 156,868 shares; 2025Q4: 160,838 shares; 2026Q1: 160,085 shares; 2026Q2: 159,252 shares 159,252 $4.97M 0.06% -833 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: 17,561 shares; 2024Q4: 34,515 shares; 2025Q1: 31,565 shares; 2025Q2: 70,577 shares; 2025Q3: 66,574 shares; 2025Q4: 71,529 shares; 2026Q1: 79,953 shares; 2026Q2: 97,099 shares 97,099 $4.91M 0.06% +17,146 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,095 shares 73,095 $4.87M 0.06% new 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: 9,169 shares; 2024Q4: 12,349 shares; 2025Q1: 15,658 shares; 2025Q2: 15,575 shares; 2025Q3: 14,716 shares; 2025Q4: 30,359 shares; 2026Q1: 29,746 shares; 2026Q2: 63,076 shares 63,076 $4.86M 0.06% +33,330 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: not reported; 2024Q4: 37,753 shares; 2025Q1: 34,781 shares; 2025Q2: 34,508 shares; 2025Q3: 35,189 shares; 2025Q4: 36,694 shares; 2026Q1: 36,156 shares; 2026Q2: 35,857 shares 35,857 $4.86M 0.06% -299 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,537 shares 107,537 $4.8M 0.06% new Timeline SCHC 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: not reported; 2025Q2: not reported; 2025Q3: 91,643 shares; 2025Q4: 91,736 shares; 2026Q1: 93,796 shares; 2026Q2: 99,067 shares 99,067 $4.77M 0.06% +5,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,497 shares; 2026Q1: 7,352 shares; 2026Q2: 7,255 shares 7,255 $4.65M 0.06% -97 Timeline DMXF 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: 19,646 shares; 2025Q2: 18,055 shares; 2025Q3: 20,305 shares; 2025Q4: 28,841 shares; 2026Q1: 47,067 shares; 2026Q2: 54,843 shares 54,843 $4.64M 0.06% +7,776 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: 8,443 shares; 2024Q4: 10,136 shares; 2025Q1: 10,220 shares; 2025Q2: 10,075 shares; 2025Q3: 10,200 shares; 2025Q4: 10,510 shares; 2026Q1: 12,384 shares; 2026Q2: 17,139 shares 17,139 $4.63M 0.06% +4,755 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,190 shares; 2026Q2: 29,127 shares 29,127 $4.55M 0.05% +26,937 Timeline SUSA 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: 29,994 shares; 2025Q3: 29,990 shares; 2025Q4: 30,799 shares; 2026Q1: 29,291 shares; 2026Q2: 29,197 shares 29,197 $4.51M 0.05% -94 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: 6,787 shares; 2024Q4: 11,982 shares; 2025Q1: 18,193 shares; 2025Q2: 18,050 shares; 2025Q3: 18,602 shares; 2025Q4: 19,306 shares; 2026Q1: 20,983 shares; 2026Q2: 32,992 shares 32,992 $4.47M 0.05% +12,009 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: 16,565 shares; 2024Q4: 16,052 shares; 2025Q1: 18,888 shares; 2025Q2: 12,367 shares; 2025Q3: 11,775 shares; 2025Q4: 5,992 shares; 2026Q1: 5,882 shares; 2026Q2: 54,682 shares 54,682 $4.41M 0.05% +48,800 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: 2,400 shares; 2025Q1: 2,891 shares; 2025Q2: 3,106 shares; 2025Q3: 3,111 shares; 2025Q4: 3,176 shares; 2026Q1: 3,105 shares; 2026Q2: 3,132 shares 3,132 $4.33M 0.05% +27 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: 1,331 shares; 2024Q4: 1,725 shares; 2025Q1: 2,296 shares; 2025Q2: 2,456 shares; 2025Q3: 2,624 shares; 2025Q4: 2,806 shares; 2026Q1: 3,167 shares; 2026Q2: 3,684 shares 3,684 $4.33M 0.05% +517 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,160 shares; 2025Q3: 73,916 shares; 2025Q4: 73,771 shares; 2026Q1: 78,568 shares; 2026Q2: 78,409 shares 78,409 $4.24M 0.05% -159 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,726 shares; 2024Q4: 3,950 shares; 2025Q1: 3,804 shares; 2025Q2: 6,485 shares; 2025Q3: 7,379 shares; 2025Q4: 3,866 shares; 2026Q1: 112,332 shares; 2026Q2: 53,067 shares 53,067 $4.21M 0.05% -59,265 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,981 shares; 2025Q1: 29,508 shares; 2025Q2: 31,616 shares; 2025Q3: 19,597 shares; 2025Q4: 19,085 shares; 2026Q1: 17,495 shares; 2026Q2: 18,640 shares 18,640 $4.17M 0.05% +1,145 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: 850,234 shares; 2024Q4: 8,339 shares; 2025Q1: 31,589 shares; 2025Q2: 730,429 shares; 2025Q3: 487,087 shares; 2025Q4: 399,287 shares; 2026Q1: 40,135 shares; 2026Q2: 39,349 shares 39,349 $4.09M 0.05% -786 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,262 shares; 2025Q1: 17,238 shares; 2025Q2: 23,329 shares; 2025Q3: 24,332 shares; 2025Q4: 28,367 shares; 2026Q1: 31,115 shares; 2026Q2: 46,340 shares 46,340 $4.09M 0.05% +15,225 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: 379,595 shares; 2024Q4: 383,810 shares; 2025Q1: 389,776 shares; 2025Q2: 374,254 shares; 2025Q3: 315,659 shares; 2025Q4: 270,841 shares; 2026Q1: 184,120 shares; 2026Q2: 89,361 shares 89,361 $4.08M 0.05% -94,759 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,223 shares; 2024Q4: 117,428 shares; 2025Q1: 118,141 shares; 2025Q2: 116,089 shares; 2025Q3: 111,261 shares; 2025Q4: 105,207 shares; 2026Q1: 100,324 shares; 2026Q2: 96,847 shares 96,847 $4.03M 0.05% -3,477 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: not reported; 2024Q4: 1,831 shares; 2025Q1: 1,994 shares; 2025Q2: 2,501 shares; 2025Q3: 2,520 shares; 2025Q4: 3,070 shares; 2026Q1: 9,882 shares; 2026Q2: 19,071 shares 19,071 $3.99M 0.05% +9,189 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: 2,446 shares; 2024Q4: 2,615 shares; 2025Q1: 2,849 shares; 2025Q2: 2,768 shares; 2025Q3: 2,758 shares; 2025Q4: 3,126 shares; 2026Q1: 2,987 shares; 2026Q2: 16,242 shares 16,242 $3.95M 0.05% +13,255 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293,696 shares; 2026Q2: 141,418 shares 141,418 $3.93M 0.05% -152,278 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,937 shares; 2025Q4: 6,795 shares; 2026Q1: 6,875 shares; 2026Q2: 51,067 shares 51,067 $3.86M 0.05% +44,192 Timeline ESGD 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: 6,229 shares; 2025Q2: 57,244 shares; 2025Q3: 56,675 shares; 2025Q4: 56,426 shares; 2026Q1: 46,741 shares; 2026Q2: 37,025 shares 37,025 $3.81M 0.05% -9,716 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: 5,358 shares; 2024Q4: 7,609 shares; 2025Q1: 12,180 shares; 2025Q2: 16,812 shares; 2025Q3: 18,188 shares; 2025Q4: 23,243 shares; 2026Q1: 28,300 shares; 2026Q2: 34,992 shares 34,992 $3.77M 0.04% +6,692 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,961 shares; 2025Q1: 18,012 shares; 2025Q2: 18,481 shares; 2025Q3: 17,787 shares; 2025Q4: 15,125 shares; 2026Q1: 21,303 shares; 2026Q2: 21,291 shares 21,291 $3.75M 0.04% -12 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,317 shares; 2025Q3: 70,395 shares; 2025Q4: 67,470 shares; 2026Q1: 60,666 shares; 2026Q2: 55,402 shares 55,402 $3.75M 0.04% -5,264 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,838 shares; 2025Q2: 50,786 shares; 2025Q3: 49,763 shares; 2025Q4: 49,239 shares; 2026Q1: 45,492 shares; 2026Q2: 39,721 shares 39,721 $3.71M 0.04% -5,771 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: not reported; 2024Q4: 105,527 shares; 2025Q1: 6,249 shares; 2025Q2: 7,811 shares; 2025Q3: 8,035 shares; 2025Q4: 6,382 shares; 2026Q1: 6,327 shares; 2026Q2: 44,376 shares 44,376 $3.67M 0.04% +38,049 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: 750 shares; 2024Q4: 992 shares; 2025Q1: 1,375 shares; 2025Q2: 1,623 shares; 2025Q3: 1,808 shares; 2025Q4: 19,728 shares; 2026Q1: 33,380 shares; 2026Q2: 51,264 shares 51,264 $3.66M 0.04% +17,884 Timeline FNDC 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: 88,056 shares; 2025Q2: 89,786 shares; 2025Q3: 88,385 shares; 2025Q4: 90,278 shares; 2026Q1: 81,595 shares; 2026Q2: 74,822 shares 74,822 $3.63M 0.04% -6,773 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,724 shares; 2025Q3: 7,646 shares; 2025Q4: 6,840 shares; 2026Q1: 6,840 shares; 2026Q2: 97,520 shares 97,520 $3.63M 0.04% +90,680 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: 5,001 shares; 2024Q4: 5,288 shares; 2025Q1: 5,579 shares; 2025Q2: 6,638 shares; 2025Q3: 6,979 shares; 2025Q4: 2,970 shares; 2026Q1: 3,075 shares; 2026Q2: 18,370 shares 18,370 $3.63M 0.04% +15,295 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,160 shares 104,160 $3.62M 0.04% new Timeline PSCI 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: 24,410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,328 shares 19,328 $3.6M 0.04% new Timeline USXF 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: 14,342 shares; 2025Q2: 24,952 shares; 2025Q3: 29,150 shares; 2025Q4: 35,521 shares; 2026Q1: 55,706 shares; 2026Q2: 51,326 shares 51,326 $3.56M 0.04% -4,380 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: 14,359 shares; 2024Q4: 25,985 shares; 2025Q1: 28,315 shares; 2025Q2: 30,737 shares; 2025Q3: 28,114 shares; 2025Q4: 28,871 shares; 2026Q1: 27,418 shares; 2026Q2: 25,247 shares 25,247 $3.53M 0.04% -2,171 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: 99,637 shares; 2024Q4: 97,618 shares; 2025Q1: 95,879 shares; 2025Q2: 86,115 shares; 2025Q3: 80,392 shares; 2025Q4: 76,668 shares; 2026Q1: 72,403 shares; 2026Q2: 67,175 shares 67,175 $3.5M 0.04% -5,228 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 157,371 shares; 2025Q1: 151,233 shares; 2025Q2: 97,087 shares; 2025Q3: 95,319 shares; 2025Q4: 91,140 shares; 2026Q1: 88,726 shares; 2026Q2: 86,176 shares 86,176 $3.48M 0.04% -2,550 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: 6,142 shares; 2024Q4: 6,550 shares; 2025Q1: 6,838 shares; 2025Q2: 7,218 shares; 2025Q3: 5,441 shares; 2025Q4: 5,521 shares; 2026Q1: 6,918 shares; 2026Q2: 8,165 shares 8,165 $3.48M 0.04% +1,247 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: 19,511 shares; 2024Q4: 36,020 shares; 2025Q1: 97,874 shares; 2025Q2: 97,998 shares; 2025Q3: 100,317 shares; 2025Q4: 60,080 shares; 2026Q1: 106,089 shares; 2026Q2: 68,656 shares 68,656 $3.46M 0.04% -37,433 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: 256,137 shares; 2024Q4: 261,591 shares; 2025Q1: 263,472 shares; 2025Q2: 276,251 shares; 2025Q3: 60,295 shares; 2025Q4: 59,392 shares; 2026Q1: 56,364 shares; 2026Q2: 58,119 shares 58,119 $3.35M 0.04% +1,755 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 2,394 shares; 2025Q3: 2,394 shares; 2025Q4: 2,294 shares; 2026Q1: 4,385 shares; 2026Q2: 7,680 shares 7,680 $3.27M 0.04% +3,295 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: not reported; 2024Q4: 7,513 shares; 2025Q1: 18,114 shares; 2025Q2: 17,230 shares; 2025Q3: 29,979 shares; 2025Q4: 31,436 shares; 2026Q1: 21,276 shares; 2026Q2: 28,055 shares 28,055 $3.27M 0.04% +6,779 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,838 shares; 2024Q4: 401,258 shares; 2025Q1: 401,093 shares; 2025Q2: 392,527 shares; 2025Q3: 386,168 shares; 2025Q4: 359,473 shares; 2026Q1: 340,091 shares; 2026Q2: 308,991 shares 308,991 $3.24M 0.04% -31,100 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,923 shares; 2025Q1: 6,002 shares; 2025Q2: 6,531 shares; 2025Q3: 6,332 shares; 2025Q4: 6,280 shares; 2026Q1: 4,913 shares; 2026Q2: 12,246 shares 12,246 $3.24M 0.04% +7,333 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,724 shares; 2024Q4: 169,568 shares; 2025Q1: 173,215 shares; 2025Q2: 167,764 shares; 2025Q3: 149,475 shares; 2025Q4: 126,543 shares; 2026Q1: 85,747 shares; 2026Q2: 35,371 shares 35,371 $3.23M 0.04% -50,376 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,485 shares; 2026Q1: 52,720 shares; 2026Q2: 53,900 shares 53,900 $3.2M 0.04% +1,180 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: 3,045 shares; 2024Q4: 8,949 shares; 2025Q1: 7,393 shares; 2025Q2: 21,091 shares; 2025Q3: 21,141 shares; 2025Q4: 21,402 shares; 2026Q1: 22,409 shares; 2026Q2: 33,350 shares 33,350 $3.19M 0.04% +10,941 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: 938 shares; 2024Q4: 1,047 shares; 2025Q1: 1,274 shares; 2025Q2: 1,211 shares; 2025Q3: 1,119 shares; 2025Q4: 1,339 shares; 2026Q1: 1,128 shares; 2026Q2: 26,656 shares 26,656 $3.19M 0.04% +25,528 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: 44,739 shares; 2024Q4: 58,852 shares; 2025Q1: 80,436 shares; 2025Q2: 146,705 shares; 2025Q3: 104,417 shares; 2025Q4: 99,234 shares; 2026Q1: 112,804 shares; 2026Q2: 135,727 shares 135,727 $3.18M 0.04% +22,923 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,527 shares; 2025Q1: 13,581 shares; 2025Q2: 26,782 shares; 2025Q3: 24,844 shares; 2025Q4: 26,217 shares; 2026Q1: 26,334 shares; 2026Q2: 24,762 shares 24,762 $3.17M 0.04% -1,572 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,244 shares; 2024Q4: 87,678 shares; 2025Q1: 85,584 shares; 2025Q2: 80,754 shares; 2025Q3: 70,501 shares; 2025Q4: 67,868 shares; 2026Q1: 55,174 shares; 2026Q2: 47,713 shares 47,713 $3.17M 0.04% -7,461 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,593 shares; 2025Q4: 1,744 shares; 2026Q1: 4,098 shares; 2026Q2: 7,301 shares 7,301 $3.15M 0.04% +3,203 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,421 shares; 2024Q4: 7,389 shares; 2025Q1: 7,906 shares; 2025Q2: 7,984 shares; 2025Q3: 8,235 shares; 2025Q4: 7,871 shares; 2026Q1: 7,672 shares; 2026Q2: 7,574 shares 7,574 $3.15M 0.04% -98 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: 9,715 shares; 2024Q4: 10,381 shares; 2025Q1: 10,936 shares; 2025Q2: 11,679 shares; 2025Q3: 12,178 shares; 2025Q4: 13,640 shares; 2026Q1: 13,704 shares; 2026Q2: 16,997 shares 16,997 $3.14M 0.04% +3,293 Timeline ETHO 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: 51,652 shares; 2025Q3: 49,422 shares; 2025Q4: 48,061 shares; 2026Q1: 43,937 shares; 2026Q2: 38,457 shares 38,457 $3.1M 0.04% -5,480 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,961 shares; 2025Q3: 32,951 shares; 2025Q4: 46,315 shares; 2026Q1: 36,892 shares; 2026Q2: 45,709 shares 45,709 $3.09M 0.04% +8,817 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,777 shares; 2025Q3: 29,463 shares; 2025Q4: 28,837 shares; 2026Q1: 28,645 shares; 2026Q2: 29,519 shares 29,519 $3.06M 0.04% +874 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: 5,490 shares; 2024Q4: 5,654 shares; 2025Q1: 6,074 shares; 2025Q2: 6,068 shares; 2025Q3: 5,302 shares; 2025Q4: 4,830 shares; 2026Q1: 5,422 shares; 2026Q2: 6,063 shares 6,063 $3.04M 0.04% +641 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,444 shares; 2025Q1: 1,473 shares; 2025Q2: 1,494 shares; 2025Q3: 1,511 shares; 2025Q4: 1,519 shares; 2026Q1: 1,497 shares; 2026Q2: 1,541 shares 1,541 $3.01M 0.04% +44 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: 2,788 shares; 2024Q4: 5,937 shares; 2025Q1: 5,766 shares; 2025Q2: 5,786 shares; 2025Q3: 6,007 shares; 2025Q4: 6,387 shares; 2026Q1: 6,417 shares; 2026Q2: 8,789 shares 8,789 $3M 0.04% +2,372 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,433 shares; 2026Q1: 21,006 shares; 2026Q2: 33,761 shares 33,761 $2.99M 0.04% +12,755 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: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 457 shares; 2025Q3: 568 shares; 2025Q4: 627 shares; 2026Q1: 719 shares; 2026Q2: 9,846 shares 9,846 $2.97M 0.04% +9,127 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: not reported; 2024Q4: 7,687 shares; 2025Q1: 8,181 shares; 2025Q2: 8,101 shares; 2025Q3: 8,077 shares; 2025Q4: 8,159 shares; 2026Q1: 7,751 shares; 2026Q2: 30,154 shares 30,154 $2.96M 0.04% +22,403 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,092 shares; 2025Q3: 53,092 shares; 2025Q4: 53,064 shares; 2026Q1: 53,047 shares; 2026Q2: 53,047 shares 53,047 $2.96M 0.04% 0 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: not reported; 2024Q4: 8,832 shares; 2025Q1: 9,715 shares; 2025Q2: 10,044 shares; 2025Q3: 3,881 shares; 2025Q4: 3,147 shares; 2026Q1: 3,118 shares; 2026Q2: 4,487 shares 4,487 $2.94M 0.04% +1,369 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,921 shares 58,921 $2.93M 0.04% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,490 shares; 2024Q4: 11,665 shares; 2025Q1: 12,370 shares; 2025Q2: 12,538 shares; 2025Q3: 12,739 shares; 2025Q4: 13,556 shares; 2026Q1: 14,170 shares; 2026Q2: 13,267 shares 13,267 $2.93M 0.03% -903 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: 6,920 shares; 2024Q4: 11,130 shares; 2025Q1: 12,903 shares; 2025Q2: 12,994 shares; 2025Q3: 13,664 shares; 2025Q4: 16,994 shares; 2026Q1: 19,462 shares; 2026Q2: 34,836 shares 34,836 $2.88M 0.03% +15,374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,899 shares 56,899 $2.88M 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: 3,891 shares; 2025Q3: 4,203 shares; 2025Q4: 4,282 shares; 2026Q1: 5,016 shares; 2026Q2: 6,624 shares 6,624 $2.87M 0.03% +1,608 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: 3,595 shares; 2024Q4: 3,804 shares; 2025Q1: 3,833 shares; 2025Q2: 3,932 shares; 2025Q3: 3,727 shares; 2025Q4: 3,702 shares; 2026Q1: 4,086 shares; 2026Q2: 4,524 shares 4,524 $2.87M 0.03% +438 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: not reported; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 20,960 shares; 2025Q3: 20,960 shares; 2025Q4: 20,330 shares; 2026Q1: 19,617 shares; 2026Q2: 19,785 shares 19,785 $2.82M 0.03% +168 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: 1,710 shares; 2024Q4: 2,427 shares; 2025Q1: 3,417 shares; 2025Q2: 4,951 shares; 2025Q3: 4,736 shares; 2025Q4: 5,531 shares; 2026Q1: 5,723 shares; 2026Q2: 10,149 shares 10,149 $2.8M 0.03% +4,426 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: 6,451 shares; 2024Q4: 6,770 shares; 2025Q1: 6,996 shares; 2025Q2: 7,542 shares; 2025Q3: 4,929 shares; 2025Q4: 5,233 shares; 2026Q1: 4,976 shares; 2026Q2: 6,669 shares 6,669 $2.77M 0.03% +1,693 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: 66,521 shares; 2024Q4: 74,367 shares; 2025Q1: 83,683 shares; 2025Q2: 99,858 shares; 2025Q3: 94,787 shares; 2025Q4: 88,999 shares; 2026Q1: 91,934 shares; 2026Q2: 131,360 shares 131,360 $2.72M 0.03% +39,426 Timeline SMMV 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: 61,769 shares; 2025Q2: 65,633 shares; 2025Q3: 66,825 shares; 2025Q4: 68,629 shares; 2026Q1: 68,386 shares; 2026Q2: 59,023 shares 59,023 $2.72M 0.03% -9,363 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: 1,221 shares; 2024Q4: 1,837 shares; 2025Q1: 2,331 shares; 2025Q2: 2,489 shares; 2025Q3: 2,987 shares; 2025Q4: 3,125 shares; 2026Q1: 3,885 shares; 2026Q2: 5,270 shares 5,270 $2.71M 0.03% +1,385 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: 71,464 shares; 2024Q4: 81,199 shares; 2025Q1: 76,166 shares; 2025Q2: 72,989 shares; 2025Q3: 60,563 shares; 2025Q4: 49,858 shares; 2026Q1: 40,138 shares; 2026Q2: 36,860 shares 36,860 $2.71M 0.03% -3,278 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,309 shares 23,309 $2.7M 0.03% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,538 shares 101,538 $2.56M 0.03% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,311 shares; 2026Q2: 35,055 shares 35,055 $2.56M 0.03% +11,744 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,246 shares 122,246 $2.55M 0.03% new Timeline VICR VICOR CORP More: the full row for VICOR 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: 6,587 shares 6,587 $2.5M 0.03% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,575 shares; 2025Q1: 58,902 shares; 2025Q2: 49,769 shares; 2025Q3: 49,869 shares; 2025Q4: 49,314 shares; 2026Q1: 54,909 shares; 2026Q2: 55,229 shares 55,229 $2.49M 0.03% +320 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: 12,040 shares; 2024Q4: 15,799 shares; 2025Q1: 16,940 shares; 2025Q2: 13,068 shares; 2025Q3: 13,338 shares; 2025Q4: 13,618 shares; 2026Q1: 13,273 shares; 2026Q2: 25,843 shares 25,843 $2.49M 0.03% +12,570 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: 87,504 shares; 2025Q1: 123,725 shares; 2025Q2: 165,900 shares; 2025Q3: 183,243 shares; 2025Q4: 214,210 shares; 2026Q1: 258,026 shares; 2026Q2: 102,219 shares 102,219 $2.48M 0.03% -155,807 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,925 shares 27,925 $2.47M 0.03% new 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: 10,917 shares; 2024Q4: 13,690 shares; 2025Q1: 10,880 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,745 shares; 2026Q2: 73,799 shares 73,799 $2.47M 0.03% +67,054 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: not reported; 2025Q3: not reported; 2025Q4: 202,716 shares; 2026Q1: 245,295 shares; 2026Q2: 97,557 shares 97,557 $2.46M 0.03% -147,738 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: 27,241 shares; 2024Q4: 87,395 shares; 2025Q1: 123,480 shares; 2025Q2: 165,711 shares; 2025Q3: 183,683 shares; 2025Q4: 214,311 shares; 2026Q1: 257,844 shares; 2026Q2: 101,525 shares 101,525 $2.46M 0.03% -156,319 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,950 shares 47,950 $2.46M 0.03% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,734 shares 112,734 $2.46M 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,983 shares 105,983 $2.45M 0.03% new Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029,233 shares; 2024Q4: 201,323 shares; 2025Q1: 198,633 shares; 2025Q2: 195,383 shares; 2025Q3: 166,605 shares; 2025Q4: 151,978 shares; 2026Q1: 126,933 shares; 2026Q2: 106,908 shares 106,908 $2.42M 0.03% -20,025 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: 7,546 shares; 2024Q4: 9,151 shares; 2025Q1: 10,869 shares; 2025Q2: 11,869 shares; 2025Q3: 11,509 shares; 2025Q4: 11,967 shares; 2026Q1: 12,675 shares; 2026Q2: 15,853 shares 15,853 $2.4M 0.03% +3,178 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: not reported; 2024Q4: 18,005 shares; 2025Q1: 19,247 shares; 2025Q2: 22,272 shares; 2025Q3: 22,493 shares; 2025Q4: 37,032 shares; 2026Q1: 43,143 shares; 2026Q2: 39,614 shares 39,614 $2.39M 0.03% -3,529 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,787 shares; 2026Q2: 34,206 shares 34,206 $2.38M 0.03% +15,419 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: not reported; 2024Q4: 4,740 shares; 2025Q1: 4,890 shares; 2025Q2: 5,430 shares; 2025Q3: 4,916 shares; 2025Q4: 6,674 shares; 2026Q1: 7,550 shares; 2026Q2: 9,228 shares 9,228 $2.36M 0.03% +1,678 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,003 shares; 2024Q4: 391,815 shares; 2025Q1: 454,645 shares; 2025Q2: 470,649 shares; 2025Q3: 413,065 shares; 2025Q4: 276,992 shares; 2026Q1: 27,771 shares; 2026Q2: 46,300 shares 46,300 $2.34M 0.03% +18,529 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,623 shares; 2025Q2: 8,943 shares; 2025Q3: 9,010 shares; 2025Q4: 9,013 shares; 2026Q1: 8,902 shares; 2026Q2: 8,792 shares 8,792 $2.33M 0.03% -110 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,086 shares; 2026Q1: 89,147 shares; 2026Q2: 49,964 shares 49,964 $2.33M 0.03% -39,183 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,200 shares; 2024Q4: 69,596 shares; 2025Q1: 69,075 shares; 2025Q2: 61,452 shares; 2025Q3: 59,212 shares; 2025Q4: 58,853 shares; 2026Q1: 51,244 shares; 2026Q2: 45,410 shares 45,410 $2.32M 0.03% -5,834 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,693 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,771 shares 56,771 $2.32M 0.03% new 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: 3,912 shares; 2024Q4: 6,677 shares; 2025Q1: 5,195 shares; 2025Q2: 4,908 shares; 2025Q3: 4,904 shares; 2025Q4: 5,355 shares; 2026Q1: 5,448 shares; 2026Q2: 8,501 shares 8,501 $2.31M 0.03% +3,053 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: not reported; 2024Q4: 897 shares; 2025Q1: 946 shares; 2025Q2: 1,027 shares; 2025Q3: 1,146 shares; 2025Q4: 1,198 shares; 2026Q1: 1,419 shares; 2026Q2: 2,273 shares 2,273 $2.3M 0.03% +854 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: 12,884 shares; 2024Q4: 13,000 shares; 2025Q1: 12,848 shares; 2025Q2: 13,346 shares; 2025Q3: 13,431 shares; 2025Q4: 13,222 shares; 2026Q1: 14,800 shares; 2026Q2: 15,030 shares 15,030 $2.29M 0.03% +230 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,503 shares; 2025Q1: 49,810 shares; 2025Q2: 51,262 shares; 2025Q3: 50,853 shares; 2025Q4: 52,098 shares; 2026Q1: 52,199 shares; 2026Q2: 52,582 shares 52,582 $2.23M 0.03% +383 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: 1,850 shares; 2024Q4: 2,321 shares; 2025Q1: 2,464 shares; 2025Q2: 2,844 shares; 2025Q3: 7,780 shares; 2025Q4: 2,790 shares; 2026Q1: 4,385 shares; 2026Q2: 6,497 shares 6,497 $2.21M 0.03% +2,112 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,513 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120,046 shares 120,046 $2.21M 0.03% new 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: 38,497 shares; 2024Q4: 73,417 shares; 2025Q1: 51,959 shares; 2025Q2: 53,733 shares; 2025Q3: 29,526 shares; 2025Q4: 31,199 shares; 2026Q1: 27,486 shares; 2026Q2: 25,501 shares 25,501 $2.2M 0.03% -1,985 Timeline DFSI 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: 28,400 shares; 2026Q2: 48,709 shares 48,709 $2.2M 0.03% +20,309 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: 1,349 shares; 2024Q4: 2,036 shares; 2025Q1: 2,750 shares; 2025Q2: 3,039 shares; 2025Q3: 2,603 shares; 2025Q4: 2,907 shares; 2026Q1: 5,331 shares; 2026Q2: 13,953 shares 13,953 $2.19M 0.03% +8,622 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: 233,071 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,355 shares; 2026Q2: 43,326 shares 43,326 $2.18M 0.03% +2,971 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: 8,955 shares; 2024Q4: 11,609 shares; 2025Q1: 10,538 shares; 2025Q2: 11,907 shares; 2025Q3: 12,526 shares; 2025Q4: 13,803 shares; 2026Q1: 14,764 shares; 2026Q2: 16,984 shares 16,984 $2.15M 0.03% +2,220 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: 776 shares; 2024Q4: 1,079 shares; 2025Q1: 2,923 shares; 2025Q2: 3,134 shares; 2025Q3: 3,364 shares; 2025Q4: 3,472 shares; 2026Q1: 3,565 shares; 2026Q2: 4,216 shares 4,216 $2.15M 0.03% +651 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: 2,194 shares; 2024Q4: 2,752 shares; 2025Q1: 2,775 shares; 2025Q2: 2,853 shares; 2025Q3: 6,124 shares; 2025Q4: 6,409 shares; 2026Q1: 5,908 shares; 2026Q2: 6,007 shares 6,007 $2.13M 0.03% +99 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,822 shares; 2024Q4: 72,327 shares; 2025Q1: 80,590 shares; 2025Q2: 20,038 shares; 2025Q3: 5,295 shares; 2025Q4: 8,937 shares; 2026Q1: 7,844 shares; 2026Q2: 8,372 shares 8,372 $2.11M 0.03% +528 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,740 shares; 2025Q1: 27,122 shares; 2025Q2: 28,208 shares; 2025Q3: 11,333 shares; 2025Q4: 8,223 shares; 2026Q1: 7,277 shares; 2026Q2: 7,392 shares 7,392 $2.11M 0.03% +115 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: 36,292 shares; 2024Q4: 80,618 shares; 2025Q1: 92,037 shares; 2025Q2: 92,567 shares; 2025Q3: 91,176 shares; 2025Q4: 71,301 shares; 2026Q1: 55,112 shares; 2026Q2: 41,652 shares 41,652 $2.1M 0.03% -13,460 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 1,201 shares; 2026Q2: 1,231 shares 1,231 $2.09M 0.02% +30 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,437 shares; 2024Q4: 4,053 shares; 2025Q1: 3,945 shares; 2025Q2: 4,118 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,512 shares 35,512 $2.07M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,267 shares; 2025Q2: 2,268 shares; 2025Q3: 2,302 shares; 2025Q4: 2,495 shares; 2026Q1: 2,601 shares; 2026Q2: 2,893 shares 2,893 $2.06M 0.02% +292 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: 12,515 shares; 2024Q4: 12,631 shares; 2025Q1: 13,035 shares; 2025Q2: 12,635 shares; 2025Q3: 13,619 shares; 2025Q4: 12,726 shares; 2026Q1: 15,947 shares; 2026Q2: 17,493 shares 17,493 $2.06M 0.02% +1,546 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 105 shares; 2025Q1: 121 shares; 2025Q2: 122 shares; 2025Q3: 68 shares; 2025Q4: 630 shares; 2026Q1: 632 shares; 2026Q2: 636 shares 636 $2.03M 0.02% +4 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,260 shares; 2024Q4: 10,735 shares; 2025Q1: 13,814 shares; 2025Q2: 14,092 shares; 2025Q3: 13,257 shares; 2025Q4: 14,282 shares; 2026Q1: 15,126 shares; 2026Q2: 20,564 shares 20,564 $2.02M 0.02% +5,438 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,287 shares; 2026Q1: 46,684 shares; 2026Q2: 75,903 shares 75,903 $2.02M 0.02% +29,219 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682 $2.01M 0.02% new 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: 15,582 shares; 2024Q4: 16,585 shares; 2025Q1: 17,461 shares; 2025Q2: 21,300 shares; 2025Q3: 23,225 shares; 2025Q4: 25,099 shares; 2026Q1: 22,873 shares; 2026Q2: 27,889 shares 27,889 $2.01M 0.02% +5,016 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,988 shares; 2025Q2: 46,987 shares; 2025Q3: 46,734 shares; 2025Q4: 44,868 shares; 2026Q1: 44,730 shares; 2026Q2: 44,363 shares 44,363 $2M 0.02% -367 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,805 shares; 2024Q4: 19,651 shares; 2025Q1: 22,234 shares; 2025Q2: 21,256 shares; 2025Q3: 19,407 shares; 2025Q4: 19,381 shares; 2026Q1: 19,292 shares; 2026Q2: 16,230 shares 16,230 $1.94M 0.02% -3,062 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,493 shares; 2024Q4: 13,640 shares; 2025Q1: 13,974 shares; 2025Q2: 14,120 shares; 2025Q3: 14,175 shares; 2025Q4: 14,142 shares; 2026Q1: 13,843 shares; 2026Q2: 13,948 shares 13,948 $1.91M 0.02% +105 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: 27,878 shares; 2024Q4: 31,681 shares; 2025Q1: 44,785 shares; 2025Q2: 49,005 shares; 2025Q3: 48,251 shares; 2025Q4: 45,519 shares; 2026Q1: 63,184 shares; 2026Q2: 79,117 shares 79,117 $1.91M 0.02% +15,933 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: 694 shares; 2025Q1: 794 shares; 2025Q2: 768 shares; 2025Q3: 810 shares; 2025Q4: 943 shares; 2026Q1: 1,348 shares; 2026Q2: 1,933 shares 1,933 $1.86M 0.02% +585 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: not reported; 2025Q1: 49,143 shares; 2025Q2: 56,085 shares; 2025Q3: 53,499 shares; 2025Q4: 60,152 shares; 2026Q1: 60,409 shares; 2026Q2: 59,097 shares 59,097 $1.84M 0.02% -1,312 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: not reported; 2024Q4: 793 shares; 2025Q1: 1,646 shares; 2025Q2: 1,767 shares; 2025Q3: 1,755 shares; 2025Q4: 1,798 shares; 2026Q1: 3,103 shares; 2026Q2: 4,913 shares 4,913 $1.82M 0.02% +1,810 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 15,752 shares; 2025Q4: 15,752 shares; 2026Q1: 15,752 shares; 2026Q2: 15,752 shares 15,752 $1.82M 0.02% 0 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: 3,057 shares; 2024Q4: 5,548 shares; 2025Q1: 6,899 shares; 2025Q2: 8,078 shares; 2025Q3: 8,175 shares; 2025Q4: 9,422 shares; 2026Q1: 10,592 shares; 2026Q2: 14,380 shares 14,380 $1.82M 0.02% +3,788 Timeline BUL 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: 159,823 shares; 2024Q4: 157,733 shares; 2025Q1: 159,125 shares; 2025Q2: 152,550 shares; 2025Q3: 126,683 shares; 2025Q4: 106,370 shares; 2026Q1: 69,422 shares; 2026Q2: 30,766 shares 30,766 $1.81M 0.02% -38,656 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: not reported; 2024Q4: 188,034 shares; 2025Q1: 35,591 shares; 2025Q2: 34,640 shares; 2025Q3: 33,595 shares; 2025Q4: 36,387 shares; 2026Q1: 34,772 shares; 2026Q2: 33,926 shares 33,926 $1.79M 0.02% -846 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: 4,319 shares; 2024Q4: 8,951 shares; 2025Q1: 9,250 shares; 2025Q2: 9,377 shares; 2025Q3: 10,728 shares; 2025Q4: 10,724 shares; 2026Q1: 9,096 shares; 2026Q2: 11,003 shares 11,003 $1.78M 0.02% +1,907 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: 12,751 shares; 2024Q4: 15,818 shares; 2025Q1: 18,426 shares; 2025Q2: 19,295 shares; 2025Q3: 18,678 shares; 2025Q4: 20,368 shares; 2026Q1: 22,795 shares; 2026Q2: 30,395 shares 30,395 $1.75M 0.02% +7,600 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: 956 shares; 2024Q4: 2,798 shares; 2025Q1: 3,117 shares; 2025Q2: 3,307 shares; 2025Q3: 3,219 shares; 2025Q4: 3,246 shares; 2026Q1: 4,051 shares; 2026Q2: 5,503 shares 5,503 $1.73M 0.02% +1,452 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: 2,716 shares; 2024Q4: 3,947 shares; 2025Q1: 4,766 shares; 2025Q2: 4,982 shares; 2025Q3: 5,066 shares; 2025Q4: 5,683 shares; 2026Q1: 5,730 shares; 2026Q2: 6,931 shares 6,931 $1.72M 0.02% +1,201 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: 5,874 shares; 2024Q4: 7,750 shares; 2025Q1: 9,860 shares; 2025Q2: 11,271 shares; 2025Q3: 11,366 shares; 2025Q4: 12,360 shares; 2026Q1: 14,402 shares; 2026Q2: 16,819 shares 16,819 $1.72M 0.02% +2,417 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: 1,914 shares; 2024Q4: 3,022 shares; 2025Q1: 3,135 shares; 2025Q2: 3,019 shares; 2025Q3: 3,001 shares; 2025Q4: 3,193 shares; 2026Q1: 3,242 shares; 2026Q2: 3,489 shares 3,489 $1.71M 0.02% +247 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,831 shares; 2024Q4: 10,837 shares; 2025Q1: 10,259 shares; 2025Q2: 11,100 shares; 2025Q3: 13,821 shares; 2025Q4: 16,381 shares; 2026Q1: 16,284 shares; 2026Q2: 15,883 shares 15,883 $1.71M 0.02% -401 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,120 shares; 2025Q3: 47,120 shares; 2025Q4: 45,258 shares; 2026Q1: 39,385 shares; 2026Q2: 32,766 shares 32,766 $1.71M 0.02% -6,619 Timeline FNDE 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: 44,520 shares; 2025Q2: 47,318 shares; 2025Q3: 45,872 shares; 2025Q4: 45,744 shares; 2026Q1: 42,397 shares; 2026Q2: 42,982 shares 42,982 $1.71M 0.02% +585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,446 shares; 2025Q4: 40,053 shares; 2026Q1: 38,643 shares; 2026Q2: 48,925 shares 48,925 $1.7M 0.02% +10,282 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,610 shares; 2025Q2: 3,617 shares; 2025Q3: 6,954 shares; 2025Q4: 8,308 shares; 2026Q1: 30,095 shares; 2026Q2: 16,888 shares 16,888 $1.7M 0.02% -13,207 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,136 shares; 2024Q4: 5,077 shares; 2025Q1: 8,283 shares; 2025Q2: 7,294 shares; 2025Q3: 8,310 shares; 2025Q4: 8,276 shares; 2026Q1: 7,970 shares; 2026Q2: 7,291 shares 7,291 $1.7M 0.02% -679 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,036 shares; 2026Q2: 8,922 shares 8,922 $1.69M 0.02% +6,886 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 630 shares; 2026Q1: 1,205 shares; 2026Q2: 2,349 shares 2,349 $1.69M 0.02% +1,144 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 27,107 shares; 2026Q1: 19,606 shares; 2026Q2: 18,509 shares 18,509 $1.64M 0.02% -1,097 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,849 shares; 2024Q4: 8,247 shares; 2025Q1: 8,506 shares; 2025Q2: 8,733 shares; 2025Q3: 13,752 shares; 2025Q4: 15,418 shares; 2026Q1: 18,845 shares; 2026Q2: 20,279 shares 20,279 $1.63M 0.02% +1,434 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: 972 shares; 2024Q4: 1,001 shares; 2025Q1: 1,032 shares; 2025Q2: 16,661 shares; 2025Q3: 16,145 shares; 2025Q4: 16,492 shares; 2026Q1: 16,941 shares; 2026Q2: 16,992 shares 16,992 $1.56M 0.02% +51 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: not reported; 2024Q4: 96,531 shares; 2025Q1: 104,029 shares; 2025Q2: 73,705 shares; 2025Q3: 69,342 shares; 2025Q4: 80,031 shares; 2026Q1: 73,316 shares; 2026Q2: 27,586 shares 27,586 $1.56M 0.02% -45,730 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,067 shares; 2025Q1: 26,983 shares; 2025Q2: 27,128 shares; 2025Q3: 26,563 shares; 2025Q4: 26,079 shares; 2026Q1: 23,215 shares; 2026Q2: 31,821 shares 31,821 $1.55M 0.02% +8,606 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,623 shares; 2025Q2: 21,388 shares; 2025Q3: 21,681 shares; 2025Q4: 22,899 shares; 2026Q1: 22,592 shares; 2026Q2: 21,339 shares 21,339 $1.54M 0.02% -1,253 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,131 shares; 2026Q1: not reported; 2026Q2: 38,254 shares 38,254 $1.54M 0.02% new 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: 383 shares; 2024Q4: 382 shares; 2025Q1: 982 shares; 2025Q2: 992 shares; 2025Q3: 962 shares; 2025Q4: 982 shares; 2026Q1: 976 shares; 2026Q2: 1,121 shares 1,121 $1.53M 0.02% +145 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,095 shares 32,095 $1.52M 0.02% new 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: 8,910 shares 8,910 $1.52M 0.02% new 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: 5,788 shares; 2025Q1: 7,014 shares; 2025Q2: 13,209 shares; 2025Q3: 20,142 shares; 2025Q4: 23,767 shares; 2026Q1: 36,728 shares; 2026Q2: 45,553 shares 45,553 $1.52M 0.02% +8,825 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: not reported; 2024Q4: 42,264 shares; 2025Q1: 37,052 shares; 2025Q2: 6,755 shares; 2025Q3: 6,229 shares; 2025Q4: 6,266 shares; 2026Q1: 6,087 shares; 2026Q2: 6,649 shares 6,649 $1.51M 0.02% +562 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 311 shares; 2026Q1: 382 shares; 2026Q2: 1,527 shares 1,527 $1.49M 0.02% +1,145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares; 2026Q2: 4,497 shares 4,497 $1.49M 0.02% +1,947 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,386 shares 18,386 $1.49M 0.02% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO 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: 4,926 shares 4,926 $1.45M 0.02% new Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,008 shares; 2026Q1: 217,773 shares; 2026Q2: 52,764 shares 52,764 $1.45M 0.02% -165,009 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,008 shares 19,008 $1.45M 0.02% new 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: 1,425 shares; 2024Q4: 3,209 shares; 2025Q1: 3,771 shares; 2025Q2: 3,851 shares; 2025Q3: 3,760 shares; 2025Q4: 3,686 shares; 2026Q1: 3,988 shares; 2026Q2: 6,462 shares 6,462 $1.45M 0.02% +2,474 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: 1,791 shares; 2024Q4: not reported; 2025Q1: 7,755 shares; 2025Q2: 9,536 shares; 2025Q3: 9,878 shares; 2025Q4: 10,041 shares; 2026Q1: 9,378 shares; 2026Q2: 9,144 shares 9,144 $1.43M 0.02% -234 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,403 shares; 2024Q4: 6,477 shares; 2025Q1: 7,660 shares; 2025Q2: 34,322 shares; 2025Q3: 29,959 shares; 2025Q4: 28,229 shares; 2026Q1: 16,338 shares; 2026Q2: 13,065 shares 13,065 $1.43M 0.02% -3,273 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: 10,555 shares; 2024Q4: 10,977 shares; 2025Q1: 12,091 shares; 2025Q2: 12,518 shares; 2025Q3: 11,418 shares; 2025Q4: 14,196 shares; 2026Q1: 16,906 shares; 2026Q2: 15,707 shares 15,707 $1.42M 0.02% -1,199 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 848 shares; 2025Q1: 851 shares; 2025Q2: 845 shares; 2025Q3: 850 shares; 2025Q4: 853 shares; 2026Q1: 863 shares; 2026Q2: 1,875 shares 1,875 $1.42M 0.02% +1,012 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: 8,655 shares; 2024Q4: 6,975 shares; 2025Q1: 11,853 shares; 2025Q2: 8,752 shares; 2025Q3: 8,459 shares; 2025Q4: 9,653 shares; 2026Q1: 9,551 shares; 2026Q2: 8,581 shares 8,581 $1.4M 0.02% -970 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,290 shares; 2024Q4: 63,695 shares; 2025Q1: 77,505 shares; 2025Q2: 60,840 shares; 2025Q3: 63,340 shares; 2025Q4: 62,470 shares; 2026Q1: 59,170 shares; 2026Q2: 58,095 shares 58,095 $1.4M 0.02% -1,075 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,073 shares; 2026Q1: 8,804 shares; 2026Q2: 12,597 shares 12,597 $1.39M 0.02% +3,793 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: 9,684 shares; 2024Q4: 15,954 shares; 2025Q1: 17,518 shares; 2025Q2: 17,633 shares; 2025Q3: 17,710 shares; 2025Q4: 19,829 shares; 2026Q1: 21,277 shares; 2026Q2: 28,769 shares 28,769 $1.37M 0.02% +7,492 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,768 shares; 2025Q1: 27,764 shares; 2025Q2: 37,673 shares; 2025Q3: 32,403 shares; 2025Q4: 31,513 shares; 2026Q1: 32,302 shares; 2026Q2: 27,569 shares 27,569 $1.37M 0.02% -4,733 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 30,725 shares; 2025Q2: 159,255 shares; 2025Q3: 161,452 shares; 2025Q4: 180,483 shares; 2026Q1: 201,277 shares; 2026Q2: 207,457 shares 207,457 $1.36M 0.02% +6,180 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: 6,333 shares; 2024Q4: 10,897 shares; 2025Q1: 12,326 shares; 2025Q2: 8,776 shares; 2025Q3: 8,597 shares; 2025Q4: 9,257 shares; 2026Q1: 9,592 shares; 2026Q2: 12,671 shares 12,671 $1.36M 0.02% +3,079 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 1,555 shares; 2025Q4: 1,536 shares; 2026Q1: 1,383 shares; 2026Q2: 1,408 shares 1,408 $1.36M 0.02% +25 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,587 shares 25,587 $1.36M 0.02% new Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,683 shares; 2026Q1: 18,958 shares; 2026Q2: 21,603 shares 21,603 $1.36M 0.02% +2,645 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,823 shares 8,823 $1.35M 0.02% new Timeline HYXF 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: 7,118 shares; 2026Q1: 25,498 shares; 2026Q2: 28,835 shares 28,835 $1.35M 0.02% +3,337 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,840 shares; 2024Q4: 5,126 shares; 2025Q1: 5,529 shares; 2025Q2: 5,543 shares; 2025Q3: 5,504 shares; 2025Q4: 5,395 shares; 2026Q1: 5,499 shares; 2026Q2: 6,354 shares 6,354 $1.35M 0.02% +855 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,222 shares; 2024Q4: 119,891 shares; 2025Q1: 121,962 shares; 2025Q2: 128,874 shares; 2025Q3: 128,142 shares; 2025Q4: 100,829 shares; 2026Q1: 88,878 shares; 2026Q2: 88,328 shares 88,328 $1.34M 0.02% -550 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,581 shares; 2024Q4: 250,310 shares; 2025Q1: 243,519 shares; 2025Q2: 231,929 shares; 2025Q3: 216,019 shares; 2025Q4: 138,467 shares; 2026Q1: 124,369 shares; 2026Q2: 110,385 shares 110,385 $1.34M 0.02% -13,984 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: not reported; 2025Q1: not reported; 2025Q2: 3,305 shares; 2025Q3: 3,776 shares; 2025Q4: 3,999 shares; 2026Q1: 5,425 shares; 2026Q2: 7,873 shares 7,873 $1.34M 0.02% +2,448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,410 shares; 2026Q2: 10,375 shares 10,375 $1.33M 0.02% -6,035 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,558 shares; 2024Q4: 12,770 shares; 2025Q1: 15,149 shares; 2025Q2: 17,750 shares; 2025Q3: 17,907 shares; 2025Q4: 16,597 shares; 2026Q1: 15,045 shares; 2026Q2: 12,741 shares 12,741 $1.32M 0.02% -2,304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,844 shares; 2026Q2: 29,133 shares 29,133 $1.31M 0.02% +19,289 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,521 shares; 2024Q4: 15,188 shares; 2025Q1: 18,723 shares; 2025Q2: 19,478 shares; 2025Q3: 20,260 shares; 2025Q4: 22,506 shares; 2026Q1: 22,423 shares; 2026Q2: 28,172 shares 28,172 $1.31M 0.02% +5,749 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 31,666 shares; 2026Q1: 32,675 shares; 2026Q2: 80,069 shares 80,069 $1.31M 0.02% +47,394 Timeline VGMS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,870 shares; 2026Q2: 25,449 shares 25,449 $1.31M 0.02% +10,579 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,933 shares; 2026Q1: 6,100 shares; 2026Q2: 14,958 shares 14,958 $1.28M 0.02% +8,858 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,785 shares; 2025Q1: 23,499 shares; 2025Q2: 22,953 shares; 2025Q3: 23,038 shares; 2025Q4: 22,795 shares; 2026Q1: 22,539 shares; 2026Q2: 22,577 shares 22,577 $1.28M 0.02% +38 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,702 shares; 2025Q1: 13,054 shares; 2025Q2: 14,568 shares; 2025Q3: 10,533 shares; 2025Q4: 10,339 shares; 2026Q1: 9,246 shares; 2026Q2: 8,981 shares 8,981 $1.27M 0.02% -265 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: 2,259 shares; 2024Q4: 8,481 shares; 2025Q1: 7,874 shares; 2025Q2: 8,201 shares; 2025Q3: 83,431 shares; 2025Q4: 11,705 shares; 2026Q1: 7,201 shares; 2026Q2: 7,954 shares 7,954 $1.26M 0.02% +753 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: 1,339 shares; 2024Q4: 3,888 shares; 2025Q1: 4,634 shares; 2025Q2: 4,188 shares; 2025Q3: 3,631 shares; 2025Q4: 3,483 shares; 2026Q1: 4,560 shares; 2026Q2: 5,095 shares 5,095 $1.25M 0.01% +535 Timeline QLD 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: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 13,916 shares; 2026Q1: 12,934 shares; 2026Q2: 12,936 shares 12,936 $1.25M 0.01% +2 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,166 shares; 2025Q1: 49,798 shares; 2025Q2: 52,981 shares; 2025Q3: 21,378 shares; 2025Q4: 14,775 shares; 2026Q1: 12,595 shares; 2026Q2: 12,471 shares 12,471 $1.24M 0.01% -124 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: not reported; 2024Q4: 549 shares; 2025Q1: 1,054 shares; 2025Q2: 1,258 shares; 2025Q3: 1,278 shares; 2025Q4: 1,109 shares; 2026Q1: 1,673 shares; 2026Q2: 2,359 shares 2,359 $1.22M 0.01% +686 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: 2,807 shares; 2024Q4: 2,821 shares; 2025Q1: 3,945 shares; 2025Q2: 4,094 shares; 2025Q3: 3,990 shares; 2025Q4: 3,864 shares; 2026Q1: 5,664 shares; 2026Q2: 7,289 shares 7,289 $1.22M 0.01% +1,625 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $1.22M 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,073 shares; 2024Q4: 12,423 shares; 2025Q1: 12,125 shares; 2025Q2: 12,044 shares; 2025Q3: 12,112 shares; 2025Q4: 11,947 shares; 2026Q1: 11,770 shares; 2026Q2: 13,895 shares 13,895 $1.21M 0.01% +2,125 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,436 shares; 2024Q4: 57,116 shares; 2025Q1: 59,442 shares; 2025Q2: 55,468 shares; 2025Q3: 57,422 shares; 2025Q4: 58,177 shares; 2026Q1: 56,610 shares; 2026Q2: 27,757 shares 27,757 $1.2M 0.01% -28,853 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,026 shares; 2024Q4: 27,153 shares; 2025Q1: 26,243 shares; 2025Q2: 34,792 shares; 2025Q3: 35,067 shares; 2025Q4: 33,211 shares; 2026Q1: 29,982 shares; 2026Q2: 32,415 shares 32,415 $1.2M 0.01% +2,433 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,762 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,104 shares 3,104 $1.2M 0.01% new 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: 14,627 shares; 2024Q4: 16,212 shares; 2025Q1: 4,934 shares; 2025Q2: 5,165 shares; 2025Q3: 5,353 shares; 2025Q4: 5,110 shares; 2026Q1: 5,692 shares; 2026Q2: 9,145 shares 9,145 $1.19M 0.01% +3,453 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 2,355 shares; 2025Q4: 2,690 shares; 2026Q1: 3,145 shares; 2026Q2: 6,827 shares 6,827 $1.19M 0.01% +3,682 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,696 shares; 2026Q2: 3,966 shares 3,966 $1.18M 0.01% +1,270 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 2,329 shares; 2025Q1: 2,368 shares; 2025Q2: 8,318 shares; 2025Q3: 8,067 shares; 2025Q4: 7,908 shares; 2026Q1: 7,042 shares; 2026Q2: 7,520 shares 7,520 $1.18M 0.01% +478 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,943 shares; 2024Q4: 6,352 shares; 2025Q1: 6,294 shares; 2025Q2: 6,950 shares; 2025Q3: 6,667 shares; 2025Q4: 7,561 shares; 2026Q1: 7,923 shares; 2026Q2: 7,882 shares 7,882 $1.16M 0.01% -41 Timeline IXC 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: 112,072 shares; 2025Q1: 113,046 shares; 2025Q2: 133,283 shares; 2025Q3: 46,666 shares; 2025Q4: 28,691 shares; 2026Q1: 23,288 shares; 2026Q2: 23,539 shares 23,539 $1.16M 0.01% +251 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,609 shares; 2025Q2: 8,753 shares; 2025Q3: 12,979 shares; 2025Q4: 14,780 shares; 2026Q1: 13,028 shares; 2026Q2: 21,622 shares 21,622 $1.16M 0.01% +8,594 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,688 shares; 2025Q4: 90,089 shares; 2026Q1: 14,794 shares; 2026Q2: 34,149 shares 34,149 $1.16M 0.01% +19,355 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,016 shares 23,016 $1.15M 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,231 shares; 2025Q2: 12,163 shares; 2025Q3: 11,942 shares; 2025Q4: 12,028 shares; 2026Q1: 12,170 shares; 2026Q2: 13,105 shares 13,105 $1.14M 0.01% +935 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,771 shares; 2024Q4: 10,806 shares; 2025Q1: 12,705 shares; 2025Q2: 14,915 shares; 2025Q3: 15,460 shares; 2025Q4: 17,682 shares; 2026Q1: 18,851 shares; 2026Q2: 20,936 shares 20,936 $1.13M 0.01% +2,085 Timeline BGRN 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: 18,410 shares; 2025Q1: 17,189 shares; 2025Q2: 30,718 shares; 2025Q3: 32,498 shares; 2025Q4: 30,468 shares; 2026Q1: 21,781 shares; 2026Q2: 23,842 shares 23,842 $1.13M 0.01% +2,061 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,016 shares; 2026Q2: 23,774 shares 23,774 $1.13M 0.01% +6,758 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,624 shares; 2026Q2: 22,395 shares 22,395 $1.13M 0.01% -159,229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,678 shares; 2025Q4: 16,934 shares; 2026Q1: 18,741 shares; 2026Q2: 19,997 shares 19,997 $1.12M 0.01% +1,256 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: not reported; 2024Q4: 29,674 shares; 2025Q1: 31,103 shares; 2025Q2: 31,146 shares; 2025Q3: 22,565 shares; 2025Q4: 21,882 shares; 2026Q1: 10,310 shares; 2026Q2: 10,440 shares 10,440 $1.12M 0.01% +130 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: 1,802 shares; 2024Q4: 1,762 shares; 2025Q1: 1,736 shares; 2025Q2: 3,201 shares; 2025Q3: 3,014 shares; 2025Q4: 3,017 shares; 2026Q1: 2,376 shares; 2026Q2: 12,698 shares 12,698 $1.12M 0.01% +10,322 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: 9,057 shares; 2024Q4: not reported; 2025Q1: 17,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,243 shares 39,243 $1.11M 0.01% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,969 shares 55,969 $1.1M 0.01% new 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: 13,624 shares; 2024Q4: 13,928 shares; 2025Q1: 17,478 shares; 2025Q2: 16,589 shares; 2025Q3: 19,376 shares; 2025Q4: 23,308 shares; 2026Q1: 18,514 shares; 2026Q2: 14,033 shares 14,033 $1.1M 0.01% -4,481 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: not reported; 2024Q4: not reported; 2025Q1: 3,351 shares; 2025Q2: 7,178 shares; 2025Q3: 7,736 shares; 2025Q4: 9,007 shares; 2026Q1: 9,538 shares; 2026Q2: 14,728 shares 14,728 $1.09M 0.01% +5,190 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,413 shares; 2025Q1: 1,415 shares; 2025Q2: 1,452 shares; 2025Q3: 1,436 shares; 2025Q4: 2,129 shares; 2026Q1: 3,577 shares; 2026Q2: 4,574 shares 4,574 $1.09M 0.01% +997 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,917 shares; 2025Q3: 15,953 shares; 2025Q4: 15,115 shares; 2026Q1: 17,506 shares; 2026Q2: 20,743 shares 20,743 $1.09M 0.01% +3,237 Timeline