AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303,121 shares; 2024Q4: 2,415,121 shares; 2025Q1: 2,416,439 shares; 2025Q2: 2,523,030 shares; 2025Q3: 2,419,154 shares; 2025Q4: 3,432,296 shares; 2026Q1: 3,365,597 shares; 2026Q2: 3,482,619 shares 3,482,619 $1.01B 3% +117,022 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: 748,806 shares; 2024Q4: 822,886 shares; 2025Q1: 816,279 shares; 2025Q2: 650,508 shares; 2025Q3: 704,663 shares; 2025Q4: 803,369 shares; 2026Q1: 879,831 shares; 2026Q2: 1,183,931 shares 1,183,931 $887M 2.64% +304,100 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: 710,690 shares; 2024Q4: 658,604 shares; 2025Q1: 816,849 shares; 2025Q2: 595,116 shares; 2025Q3: 633,401 shares; 2025Q4: 604,011 shares; 2026Q1: 607,741 shares; 2026Q2: 1,004,114 shares 1,004,114 $750M 2.23% +396,373 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,203,295 shares; 2024Q4: 3,043,850 shares; 2025Q1: 3,129,146 shares; 2025Q2: 3,158,677 shares; 2025Q3: 3,266,905 shares; 2025Q4: 3,324,432 shares; 2026Q1: 3,427,577 shares; 2026Q2: 3,483,179 shares 3,483,179 $697M 2.08% +55,602 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: 858,184 shares; 2024Q4: 924,536 shares; 2025Q1: 950,530 shares; 2025Q2: 1,027,238 shares; 2025Q3: 1,072,812 shares; 2025Q4: 1,512,385 shares; 2026Q1: 1,572,845 shares; 2026Q2: 1,661,376 shares 1,661,376 $620M 1.85% +88,531 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: 1,183,083 shares; 2024Q4: 1,247,668 shares; 2025Q1: 1,271,045 shares; 2025Q2: 1,362,373 shares; 2025Q3: 1,417,302 shares; 2025Q4: 2,050,555 shares; 2026Q1: 2,102,077 shares; 2026Q2: 2,168,590 shares 2,168,590 $517M 1.54% +66,513 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: 605,089 shares; 2024Q4: 643,658 shares; 2025Q1: 673,493 shares; 2025Q2: 830,470 shares; 2025Q3: 848,504 shares; 2025Q4: 1,458,300 shares; 2026Q1: 1,434,818 shares; 2026Q2: 1,455,328 shares 1,455,328 $476M 1.42% +20,510 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: 505,257 shares; 2024Q4: 486,563 shares; 2025Q1: 500,951 shares; 2025Q2: 531,966 shares; 2025Q3: 546,037 shares; 2025Q4: 601,451 shares; 2026Q1: 605,643 shares; 2026Q2: 684,968 shares 684,968 $470M 1.4% +79,325 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: 454,108 shares; 2024Q4: 482,100 shares; 2025Q1: 494,891 shares; 2025Q2: 501,801 shares; 2025Q3: 540,603 shares; 2025Q4: 1,415,812 shares; 2026Q1: 1,289,339 shares; 2026Q2: 1,305,569 shares 1,305,569 $467M 1.39% +16,230 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: 1,736,502 shares; 2024Q4: 2,099,841 shares; 2025Q1: 1,990,911 shares; 2025Q2: 2,307,503 shares; 2025Q3: 2,167,098 shares; 2025Q4: 2,460,143 shares; 2026Q1: 2,755,901 shares; 2026Q2: 4,406,554 shares 4,406,554 $387M 1.15% +1,650,653 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: 957,774 shares; 2024Q4: 1,004,411 shares; 2025Q1: 993,215 shares; 2025Q2: 1,010,002 shares; 2025Q3: 958,589 shares; 2025Q4: 1,127,132 shares; 2026Q1: 948,027 shares; 2026Q2: 939,989 shares 939,989 $355M 1.06% -8,038 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: 242,084 shares; 2024Q4: 257,386 shares; 2025Q1: 338,352 shares; 2025Q2: 327,843 shares; 2025Q3: 315,586 shares; 2025Q4: 624,750 shares; 2026Q1: 663,882 shares; 2026Q2: 668,204 shares 668,204 $334M 1% +4,322 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: 857,563 shares; 2024Q4: 919,527 shares; 2025Q1: 955,086 shares; 2025Q2: 943,850 shares; 2025Q3: 961,086 shares; 2025Q4: 2,937,658 shares; 2026Q1: 2,879,062 shares; 2026Q2: 2,860,565 shares 2,860,565 $324M 0.97% -18,497 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: 2,199,575 shares; 2024Q4: 2,986,856 shares; 2025Q1: 3,265,639 shares; 2025Q2: 3,385,577 shares; 2025Q3: 4,358,804 shares; 2025Q4: 4,742,264 shares; 2026Q1: 4,370,801 shares; 2026Q2: 4,366,134 shares 4,366,134 $297M 0.88% -4,667 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: 397,792 shares; 2024Q4: 422,861 shares; 2025Q1: 403,052 shares; 2025Q2: 463,155 shares; 2025Q3: 518,334 shares; 2025Q4: 2,081,451 shares; 2026Q1: 2,467,602 shares; 2026Q2: 2,505,809 shares 2,505,809 $294M 0.88% +38,207 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: 201,660 shares; 2024Q4: 201,201 shares; 2025Q1: 190,702 shares; 2025Q2: 223,615 shares; 2025Q3: 202,625 shares; 2025Q4: 683,653 shares; 2026Q1: 692,442 shares; 2026Q2: 506,265 shares 506,265 $294M 0.88% -186,177 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: 507,019 shares; 2024Q4: 567,759 shares; 2025Q1: 603,261 shares; 2025Q2: 646,988 shares; 2025Q3: 626,465 shares; 2025Q4: 666,027 shares; 2026Q1: 715,045 shares; 2026Q2: 769,336 shares 769,336 $272M 0.81% +54,291 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: 364,254 shares; 2024Q4: 375,786 shares; 2025Q1: 379,276 shares; 2025Q2: 387,442 shares; 2025Q3: 385,069 shares; 2025Q4: 741,203 shares; 2026Q1: 757,409 shares; 2026Q2: 760,691 shares 760,691 $261M 0.78% +3,282 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: 1,610,860 shares; 2024Q4: 1,857,847 shares; 2025Q1: 2,006,853 shares; 2025Q2: 1,659,911 shares; 2025Q3: 1,718,950 shares; 2025Q4: 1,749,507 shares; 2026Q1: 1,821,181 shares; 2026Q2: 1,841,602 shares 1,841,602 $253M 0.75% +20,421 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: 62,808 shares; 2024Q4: 72,846 shares; 2025Q1: 83,010 shares; 2025Q2: 105,931 shares; 2025Q3: 123,450 shares; 2025Q4: 115,313 shares; 2026Q1: 187,706 shares; 2026Q2: 214,739 shares 214,739 $248M 0.74% +27,033 Timeline ARGAN INC ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076,095 shares; 2026Q2: 1,497,643 shares 1,497,643 $247M 0.73% +421,548 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: 169,083 shares; 2024Q4: 195,574 shares; 2025Q1: 203,699 shares; 2025Q2: 217,744 shares; 2025Q3: 233,829 shares; 2025Q4: 416,670 shares; 2026Q1: 407,031 shares; 2026Q2: 422,101 shares 422,101 $238M 0.71% +15,070 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: 122,082 shares; 2024Q4: 120,747 shares; 2025Q1: 121,924 shares; 2025Q2: 126,689 shares; 2025Q3: 126,500 shares; 2025Q4: 176,361 shares; 2026Q1: 184,095 shares; 2026Q2: 194,721 shares 194,721 $234M 0.7% +10,626 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: 280,737 shares; 2024Q4: 295,396 shares; 2025Q1: 333,821 shares; 2025Q2: 344,909 shares; 2025Q3: 373,368 shares; 2025Q4: 904,474 shares; 2026Q1: 888,033 shares; 2026Q2: 917,872 shares 917,872 $233M 0.69% +29,839 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: 855,112 shares; 2024Q4: 868,337 shares; 2025Q1: 872,785 shares; 2025Q2: 914,543 shares; 2025Q3: 1,094,798 shares; 2025Q4: 1,220,272 shares; 2026Q1: 1,141,620 shares; 2026Q2: 1,046,231 shares 1,046,231 $228M 0.68% -95,389 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: 193,447 shares; 2024Q4: 185,896 shares; 2025Q1: 205,136 shares; 2025Q2: 216,659 shares; 2025Q3: 209,753 shares; 2025Q4: 233,659 shares; 2026Q1: 215,064 shares; 2026Q2: 212,215 shares 212,215 $226M 0.67% -2,849 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: 604,016 shares; 2024Q4: 631,160 shares; 2025Q1: 692,744 shares; 2025Q2: 732,847 shares; 2025Q3: 766,086 shares; 2025Q4: 1,805,505 shares; 2026Q1: 1,575,169 shares; 2026Q2: 1,621,680 shares 1,621,680 $222M 0.66% +46,511 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: 393,777 shares; 2024Q4: 409,440 shares; 2025Q1: 401,341 shares; 2025Q2: 413,727 shares; 2025Q3: 401,968 shares; 2025Q4: 405,902 shares; 2026Q1: 404,600 shares; 2026Q2: 2,441,322 shares 2,441,322 $210M 0.63% +2,036,722 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: 38,825 shares; 2024Q4: 48,600 shares; 2025Q1: 23,471 shares; 2025Q2: 58,009 shares; 2025Q3: 96,415 shares; 2025Q4: 505,100 shares; 2026Q1: 457,665 shares; 2026Q2: 480,589 shares 480,589 $207M 0.62% +22,924 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: 499,796 shares; 2024Q4: 530,701 shares; 2025Q1: 512,304 shares; 2025Q2: 494,604 shares; 2025Q3: 508,657 shares; 2025Q4: 1,334,856 shares; 2026Q1: 1,212,537 shares; 2026Q2: 1,249,960 shares 1,249,960 $207M 0.62% +37,423 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: 2,543,773 shares; 2024Q4: 2,843,715 shares; 2025Q1: 2,777,336 shares; 2025Q2: 2,712,133 shares; 2025Q3: 2,626,577 shares; 2025Q4: 2,834,464 shares; 2026Q1: 3,087,463 shares; 2026Q2: 4,110,503 shares 4,110,503 $190M 0.57% +1,023,040 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: 340,542 shares; 2024Q4: 483,082 shares; 2025Q1: 733,872 shares; 2025Q2: 711,333 shares; 2025Q3: 703,676 shares; 2025Q4: 915,221 shares; 2026Q1: 858,916 shares; 2026Q2: 808,622 shares 808,622 $184M 0.55% -50,294 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: 244,207 shares; 2024Q4: 280,932 shares; 2025Q1: 265,425 shares; 2025Q2: 341,286 shares; 2025Q3: 343,073 shares; 2025Q4: 384,622 shares; 2026Q1: 391,865 shares; 2026Q2: 409,932 shares 409,932 $172M 0.51% +18,067 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: 1,870,009 shares; 2024Q4: 2,665,476 shares; 2025Q1: 3,341,951 shares; 2025Q2: 3,640,171 shares; 2025Q3: 4,669,699 shares; 2025Q4: 5,214,505 shares; 2026Q1: 5,609,062 shares; 2026Q2: 6,448,357 shares 6,448,357 $171M 0.51% +839,295 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: 1,855,354 shares; 2024Q4: 1,937,208 shares; 2025Q1: 2,019,376 shares; 2025Q2: 2,100,250 shares; 2025Q3: 2,161,769 shares; 2025Q4: 2,329,131 shares; 2026Q1: 2,296,726 shares; 2026Q2: 2,363,407 shares 2,363,407 $168M 0.5% +66,681 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: 183,602 shares; 2024Q4: 198,725 shares; 2025Q1: 208,773 shares; 2025Q2: 216,712 shares; 2025Q3: 216,678 shares; 2025Q4: 468,005 shares; 2026Q1: 463,552 shares; 2026Q2: 472,273 shares 472,273 $167M 0.5% +8,721 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: 49,236 shares; 2024Q4: 94,645 shares; 2025Q1: 101,208 shares; 2025Q2: 113,885 shares; 2025Q3: 107,421 shares; 2025Q4: 525,780 shares; 2026Q1: 496,994 shares; 2026Q2: 467,364 shares 467,364 $159M 0.47% -29,630 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: 359,515 shares; 2024Q4: 403,246 shares; 2025Q1: 438,475 shares; 2025Q2: 469,829 shares; 2025Q3: 445,515 shares; 2025Q4: 1,025,895 shares; 2026Q1: 1,026,095 shares; 2026Q2: 1,047,163 shares 1,047,163 $159M 0.47% +21,068 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: 275,649 shares; 2024Q4: 327,505 shares; 2025Q1: 353,786 shares; 2025Q2: 396,009 shares; 2025Q3: 399,717 shares; 2025Q4: 420,148 shares; 2026Q1: 381,666 shares; 2026Q2: 420,754 shares 420,754 $156M 0.46% +39,088 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 1,466 shares; 2025Q1: 1,471 shares; 2025Q2: 1,591 shares; 2025Q3: 851,231 shares; 2025Q4: 1,144,814 shares; 2026Q1: 1,893,097 shares; 2026Q2: 3,712,785 shares 3,712,785 $156M 0.46% +1,819,688 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: 305 shares; 2025Q2: 1,022,658 shares; 2025Q3: 2,682,911 shares; 2025Q4: 3,089,187 shares; 2026Q1: 3,290,414 shares; 2026Q2: 2,934,791 shares 2,934,791 $155M 0.46% -355,623 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: 487,516 shares; 2024Q4: 666,253 shares; 2025Q1: 1,079,475 shares; 2025Q2: 1,567,448 shares; 2025Q3: 2,028,701 shares; 2025Q4: 2,423,535 shares; 2026Q1: 2,236,823 shares; 2026Q2: 1,762,151 shares 1,762,151 $146M 0.43% -474,672 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: 82,587 shares; 2024Q4: 84,274 shares; 2025Q1: 86,504 shares; 2025Q2: 87,426 shares; 2025Q3: 91,594 shares; 2025Q4: 154,344 shares; 2026Q1: 152,950 shares; 2026Q2: 155,824 shares 155,824 $146M 0.43% +2,874 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,197 shares; 2024Q4: 78,864 shares; 2025Q1: 81,525 shares; 2025Q2: 116,121 shares; 2025Q3: 119,824 shares; 2025Q4: 996,955 shares; 2026Q1: 824,364 shares; 2026Q2: 823,275 shares 823,275 $139M 0.41% -1,089 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: 462,197 shares; 2024Q4: 609,082 shares; 2025Q1: 830,789 shares; 2025Q2: 886,349 shares; 2025Q3: 983,061 shares; 2025Q4: 1,055,291 shares; 2026Q1: 1,336,231 shares; 2026Q2: 1,474,136 shares 1,474,136 $136M 0.4% +137,905 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: 881,635 shares; 2024Q4: 934,897 shares; 2025Q1: 922,958 shares; 2025Q2: 1,027,383 shares; 2025Q3: 1,195,152 shares; 2025Q4: 1,277,254 shares; 2026Q1: 1,358,502 shares; 2026Q2: 1,394,259 shares 1,394,259 $135M 0.4% +35,757 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: 711,917 shares; 2024Q4: 884,259 shares; 2025Q1: 544,315 shares; 2025Q2: 548,610 shares; 2025Q3: 225,913 shares; 2025Q4: 134,703 shares; 2026Q1: 662,281 shares; 2026Q2: 1,081,097 shares 1,081,097 $135M 0.4% +418,816 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: 761,509 shares; 2024Q4: 798,960 shares; 2025Q1: 898,120 shares; 2025Q2: 931,960 shares; 2025Q3: 1,159,579 shares; 2025Q4: 1,312,729 shares; 2026Q1: 1,437,974 shares; 2026Q2: 1,481,721 shares 1,481,721 $120M 0.36% +43,747 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: 131,493 shares; 2024Q4: 136,924 shares; 2025Q1: 155,849 shares; 2025Q2: 174,760 shares; 2025Q3: 176,004 shares; 2025Q4: 251,993 shares; 2026Q1: 242,190 shares; 2026Q2: 243,543 shares 243,543 $116M 0.35% +1,353 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: 234,645 shares; 2025Q2: 2,159,305 shares; 2025Q3: 3,124,101 shares; 2025Q4: 3,569,189 shares; 2026Q1: 3,875,370 shares; 2026Q2: 2,630,587 shares 2,630,587 $113M 0.34% -1,244,783 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: 269,415 shares; 2024Q4: 257,869 shares; 2025Q1: 261,896 shares; 2025Q2: 328,181 shares; 2025Q3: 330,615 shares; 2025Q4: 410,857 shares; 2026Q1: 451,779 shares; 2026Q2: 528,103 shares 528,103 $112M 0.33% +76,324 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: 232,137 shares; 2024Q4: 242,248 shares; 2025Q1: 299,075 shares; 2025Q2: 126,439 shares; 2025Q3: 142,494 shares; 2025Q4: 156,635 shares; 2026Q1: 151,686 shares; 2026Q2: 154,918 shares 154,918 $112M 0.33% +3,232 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: 452,918 shares; 2024Q4: 497,253 shares; 2025Q1: 510,036 shares; 2025Q2: 555,573 shares; 2025Q3: 581,192 shares; 2025Q4: 626,492 shares; 2026Q1: 632,140 shares; 2026Q2: 439,164 shares 439,164 $111M 0.33% -192,976 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: 230,352 shares; 2024Q4: 265,465 shares; 2025Q1: 275,742 shares; 2025Q2: 290,919 shares; 2025Q3: 283,001 shares; 2025Q4: 314,888 shares; 2026Q1: 315,510 shares; 2026Q2: 1,359,872 shares 1,359,872 $110M 0.33% +1,044,362 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: 18,503 shares; 2024Q4: 181,940 shares; 2025Q1: 214,996 shares; 2025Q2: 212,431 shares; 2025Q3: 220,151 shares; 2025Q4: 376,094 shares; 2026Q1: 398,773 shares; 2026Q2: 317,902 shares 317,902 $109M 0.32% -80,871 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659,969 shares; 2024Q4: 1,955,523 shares; 2025Q1: 2,317,440 shares; 2025Q2: 2,495,086 shares; 2025Q3: 2,542,145 shares; 2025Q4: 2,747,720 shares; 2026Q1: 2,927,297 shares; 2026Q2: 2,983,447 shares 2,983,447 $109M 0.32% +56,150 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: 202,236 shares; 2024Q4: 201,423 shares; 2025Q1: 195,688 shares; 2025Q2: 189,594 shares; 2025Q3: 193,154 shares; 2025Q4: 210,929 shares; 2026Q1: 203,180 shares; 2026Q2: 845,080 shares 845,080 $105M 0.31% +641,900 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: 197,476 shares; 2024Q4: 200,394 shares; 2025Q1: 201,943 shares; 2025Q2: 242,398 shares; 2025Q3: 244,916 shares; 2025Q4: 254,852 shares; 2026Q1: 271,252 shares; 2026Q2: 279,250 shares 279,250 $103M 0.31% +7,998 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: 218,521 shares; 2024Q4: 229,905 shares; 2025Q1: 211,330 shares; 2025Q2: 208,388 shares; 2025Q3: 234,749 shares; 2025Q4: 1,165,694 shares; 2026Q1: 1,039,273 shares; 2026Q2: 1,067,217 shares 1,067,217 $102M 0.3% +27,944 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,577,800 shares; 2024Q4: 4,410,112 shares; 2025Q1: 3,890,479 shares; 2025Q2: 3,400,504 shares; 2025Q3: 3,114,637 shares; 2025Q4: 2,484,271 shares; 2026Q1: 2,292,841 shares; 2026Q2: 2,291,061 shares 2,291,061 $102M 0.3% -1,780 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: 506,604 shares; 2024Q4: 803,452 shares; 2025Q1: 1,053,712 shares; 2025Q2: 1,066,105 shares; 2025Q3: 950,023 shares; 2025Q4: 1,186,993 shares; 2026Q1: 1,307,335 shares; 2026Q2: 2,049,668 shares 2,049,668 $102M 0.3% +742,333 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: 579,720 shares; 2024Q4: 618,080 shares; 2025Q1: 665,729 shares; 2025Q2: 700,938 shares; 2025Q3: 716,799 shares; 2025Q4: 951,532 shares; 2026Q1: 916,918 shares; 2026Q2: 1,764,963 shares 1,764,963 $101M 0.3% +848,045 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,706 shares; 2024Q4: 96,989 shares; 2025Q1: 88,651 shares; 2025Q2: 94,026 shares; 2025Q3: 227,976 shares; 2025Q4: 237,728 shares; 2026Q1: 245,536 shares; 2026Q2: 250,858 shares 250,858 $99.6M 0.3% +5,322 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: 102,342 shares; 2024Q4: 114,865 shares; 2025Q1: 120,330 shares; 2025Q2: 162,434 shares; 2025Q3: 157,093 shares; 2025Q4: 164,805 shares; 2026Q1: 234,688 shares; 2026Q2: 327,421 shares 327,421 $99.2M 0.3% +92,733 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: 70,924 shares; 2024Q4: 56,763 shares; 2025Q1: 59,755 shares; 2025Q2: 63,829 shares; 2025Q3: 85,131 shares; 2025Q4: 658,286 shares; 2026Q1: 667,027 shares; 2026Q2: 706,097 shares 706,097 $95.7M 0.28% +39,070 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: 1,755,135 shares; 2024Q4: 2,144,814 shares; 2025Q1: 1,652,140 shares; 2025Q2: 2,517,628 shares; 2025Q3: 2,226,266 shares; 2025Q4: 2,035,939 shares; 2026Q1: 2,443,575 shares; 2026Q2: 1,235,409 shares 1,235,409 $94.6M 0.28% -1,208,166 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: 110,417 shares; 2024Q4: 119,932 shares; 2025Q1: 324,680 shares; 2025Q2: 561,108 shares; 2025Q3: 963,262 shares; 2025Q4: 977,202 shares; 2026Q1: 924,211 shares; 2026Q2: 931,209 shares 931,209 $93.4M 0.28% +6,998 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: 547,596 shares; 2024Q4: 686,274 shares; 2025Q1: 600,135 shares; 2025Q2: 649,770 shares; 2025Q3: 701,493 shares; 2025Q4: 766,038 shares; 2026Q1: 817,242 shares; 2026Q2: 984,369 shares 984,369 $93M 0.28% +167,127 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: 134,496 shares; 2024Q4: 154,828 shares; 2025Q1: 161,048 shares; 2025Q2: 362,312 shares; 2025Q3: 421,082 shares; 2025Q4: 488,284 shares; 2026Q1: 485,191 shares; 2026Q2: 504,103 shares 504,103 $91.2M 0.27% +18,912 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: 519,243 shares; 2024Q4: 601,241 shares; 2025Q1: 570,337 shares; 2025Q2: 553,404 shares; 2025Q3: 600,076 shares; 2025Q4: 598,637 shares; 2026Q1: 586,348 shares; 2026Q2: 603,283 shares 603,283 $89.5M 0.27% +16,935 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: 891,088 shares; 2024Q4: 818,795 shares; 2025Q1: 786,211 shares; 2025Q2: 828,890 shares; 2025Q3: 874,721 shares; 2025Q4: 938,719 shares; 2026Q1: 854,978 shares; 2026Q2: 901,815 shares 901,815 $89.3M 0.27% +46,837 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,920 shares; 2024Q4: 3,943 shares; 2025Q1: 3,790 shares; 2025Q2: 325,159 shares; 2025Q3: 335,359 shares; 2025Q4: 343,291 shares; 2026Q1: 347,399 shares; 2026Q2: 331,768 shares 331,768 $88.7M 0.26% -15,631 Timeline BRTR 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: 112,933 shares; 2025Q4: 144,780 shares; 2026Q1: 105,374 shares; 2026Q2: 1,691,938 shares 1,691,938 $85.1M 0.25% +1,586,564 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,192 shares; 2024Q4: 17,907 shares; 2025Q1: 17,741 shares; 2025Q2: 17,462 shares; 2025Q3: 17,317 shares; 2025Q4: 877,720 shares; 2026Q1: 877,072 shares; 2026Q2: 1,318,329 shares 1,318,329 $84.4M 0.25% +441,257 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: 459,396 shares; 2024Q4: 469,748 shares; 2025Q1: 494,793 shares; 2025Q2: 525,006 shares; 2025Q3: 591,854 shares; 2025Q4: 634,992 shares; 2026Q1: 2,838,987 shares; 2026Q2: 3,692,267 shares 3,692,267 $84.1M 0.25% +853,280 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: 15,112 shares; 2024Q4: 78,841 shares; 2025Q1: 149,863 shares; 2025Q2: 168,995 shares; 2025Q3: 191,895 shares; 2025Q4: 204,723 shares; 2026Q1: 249,118 shares; 2026Q2: 871,190 shares 871,190 $84.1M 0.25% +622,072 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: 83,427 shares; 2025Q1: 97,867 shares; 2025Q2: 100,528 shares; 2025Q3: 134,726 shares; 2025Q4: 159,414 shares; 2026Q1: 158,809 shares; 2026Q2: 192,888 shares 192,888 $83.6M 0.25% +34,079 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,721 shares; 2024Q4: 30,329 shares; 2025Q1: 31,203 shares; 2025Q2: 32,163 shares; 2025Q3: 57,171 shares; 2025Q4: 107,162 shares; 2026Q1: 215,433 shares; 2026Q2: 530,329 shares 530,329 $83.2M 0.25% +314,896 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: 15,985 shares; 2024Q4: 25,803 shares; 2025Q1: 29,078 shares; 2025Q2: 38,012 shares; 2025Q3: 51,366 shares; 2025Q4: 68,843 shares; 2026Q1: 71,010 shares; 2026Q2: 69,996 shares 69,996 $82.2M 0.24% -1,014 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: 342,555 shares; 2024Q4: 319,956 shares; 2025Q1: 317,146 shares; 2025Q2: 326,402 shares; 2025Q3: 334,710 shares; 2025Q4: 356,184 shares; 2026Q1: 319,730 shares; 2026Q2: 330,832 shares 330,832 $78.3M 0.23% +11,102 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: 91,767 shares; 2024Q4: 125,154 shares; 2025Q1: 119,687 shares; 2025Q2: 198,805 shares; 2025Q3: 336,359 shares; 2025Q4: 463,424 shares; 2026Q1: 575,742 shares; 2026Q2: 775,541 shares 775,541 $78.2M 0.23% +199,799 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: 1,140,456 shares; 2024Q4: 1,258,089 shares; 2025Q1: 1,368,922 shares; 2025Q2: 1,220,320 shares; 2025Q3: 1,308,141 shares; 2025Q4: 1,459,912 shares; 2026Q1: 1,509,552 shares; 2026Q2: 1,604,940 shares 1,604,940 $75.8M 0.23% +95,388 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: 876,149 shares; 2024Q4: 963,964 shares; 2025Q1: 1,001,404 shares; 2025Q2: 1,047,677 shares; 2025Q3: 1,022,107 shares; 2025Q4: 1,088,068 shares; 2026Q1: 986,959 shares; 2026Q2: 1,022,639 shares 1,022,639 $75.1M 0.22% +35,680 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: 55,977 shares; 2024Q4: 64,519 shares; 2025Q1: 82,023 shares; 2025Q2: 85,685 shares; 2025Q3: 105,641 shares; 2025Q4: 329,818 shares; 2026Q1: 330,553 shares; 2026Q2: 340,198 shares 340,198 $73.6M 0.22% +9,645 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,148 shares; 2024Q4: 433,202 shares; 2025Q1: 486,516 shares; 2025Q2: 513,123 shares; 2025Q3: 520,921 shares; 2025Q4: 515,619 shares; 2026Q1: 509,956 shares; 2026Q2: 502,866 shares 502,866 $72.7M 0.22% -7,090 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: 761,235 shares; 2024Q4: 833,331 shares; 2025Q1: 912,454 shares; 2025Q2: 1,366,646 shares; 2025Q3: 1,400,853 shares; 2025Q4: 1,516,092 shares; 2026Q1: 1,663,897 shares; 2026Q2: 1,713,417 shares 1,713,417 $72.5M 0.22% +49,520 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: 943,439 shares; 2024Q4: 992,886 shares; 2025Q1: 1,028,320 shares; 2025Q2: 1,089,517 shares; 2025Q3: 1,142,080 shares; 2025Q4: 1,244,940 shares; 2026Q1: 1,214,872 shares; 2026Q2: 1,213,432 shares 1,213,432 $72.4M 0.22% -1,440 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: 22,269 shares; 2024Q4: 30,375 shares; 2025Q1: 44,903 shares; 2025Q2: 40,279 shares; 2025Q3: 42,365 shares; 2025Q4: 43,099 shares; 2026Q1: 96,147 shares; 2026Q2: 101,415 shares 101,415 $72.3M 0.22% +5,268 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,089 shares; 2024Q4: 588,502 shares; 2025Q1: 685,791 shares; 2025Q2: 725,560 shares; 2025Q3: 800,996 shares; 2025Q4: 885,833 shares; 2026Q1: 928,191 shares; 2026Q2: 953,486 shares 953,486 $72.3M 0.22% +25,295 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: 68,217 shares; 2025Q1: 68,596 shares; 2025Q2: 70,941 shares; 2025Q3: 70,802 shares; 2025Q4: 72,263 shares; 2026Q1: 71,807 shares; 2026Q2: 73,695 shares 73,695 $70.9M 0.21% +1,888 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,474 shares; 2025Q2: 915 shares; 2025Q3: 3,506 shares; 2025Q4: 6,312 shares; 2026Q1: 18,129 shares; 2026Q2: 30,221 shares 30,221 $68.7M 0.2% +12,092 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: 510,584 shares; 2024Q4: 465,141 shares; 2025Q1: 516,823 shares; 2025Q2: 497,468 shares; 2025Q3: 496,231 shares; 2025Q4: 475,640 shares; 2026Q1: 618,327 shares; 2026Q2: 706,484 shares 706,484 $68.1M 0.2% +88,157 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,113 shares; 2024Q4: 8,588 shares; 2025Q1: 5,361 shares; 2025Q2: 10,194 shares; 2025Q3: 18,538 shares; 2025Q4: 40,379 shares; 2026Q1: 99,548 shares; 2026Q2: 106,193 shares 106,193 $67.8M 0.2% +6,645 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: 99,585 shares; 2024Q4: 101,547 shares; 2025Q1: 97,940 shares; 2025Q2: 107,384 shares; 2025Q3: 108,858 shares; 2025Q4: 153,499 shares; 2026Q1: 143,355 shares; 2026Q2: 158,898 shares 158,898 $67.7M 0.2% +15,543 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: 164,029 shares; 2024Q4: 176,553 shares; 2025Q1: 176,396 shares; 2025Q2: 194,596 shares; 2025Q3: 183,267 shares; 2025Q4: 196,035 shares; 2026Q1: 195,019 shares; 2026Q2: 219,247 shares 219,247 $66.5M 0.2% +24,228 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,332 shares; 2024Q4: 33,827 shares; 2025Q1: 39,237 shares; 2025Q2: 37,461 shares; 2025Q3: 46,349 shares; 2025Q4: 56,593 shares; 2026Q1: 575,164 shares; 2026Q2: 595,464 shares 595,464 $65.4M 0.19% +20,300 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,826 shares; 2024Q4: 25,060 shares; 2025Q1: 28,413 shares; 2025Q2: 30,254 shares; 2025Q3: 52,169 shares; 2025Q4: 78,756 shares; 2026Q1: 552,356 shares; 2026Q2: 546,151 shares 546,151 $64.4M 0.19% -6,205 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: 606,099 shares; 2024Q4: 623,721 shares; 2025Q1: 431,671 shares; 2025Q2: 471,168 shares; 2025Q3: 467,791 shares; 2025Q4: 471,025 shares; 2026Q1: 464,688 shares; 2026Q2: 548,759 shares 548,759 $64M 0.19% +84,071 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: 394,360 shares; 2024Q4: 489,906 shares; 2025Q1: 644,870 shares; 2025Q2: 916,646 shares; 2025Q3: 891,380 shares; 2025Q4: 1,214,499 shares; 2026Q1: 1,153,944 shares; 2026Q2: 1,260,051 shares 1,260,051 $63.7M 0.19% +106,107 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,220 shares; 2024Q4: 6,284 shares; 2025Q1: 4,276 shares; 2025Q2: 5,263 shares; 2025Q3: 5,009 shares; 2025Q4: 533,434 shares; 2026Q1: 538,135 shares; 2026Q2: 564,096 shares 564,096 $63.5M 0.19% +25,961 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: 21,928 shares; 2024Q4: 23,523 shares; 2025Q1: 28,015 shares; 2025Q2: 27,906 shares; 2025Q3: 32,432 shares; 2025Q4: 57,211 shares; 2026Q1: 57,826 shares; 2026Q2: 62,498 shares 62,498 $63.2M 0.19% +4,672 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,672 shares; 2024Q4: 96,420 shares; 2025Q1: 59,278 shares; 2025Q2: 78,900 shares; 2025Q3: 92,045 shares; 2025Q4: 406,652 shares; 2026Q1: 421,545 shares; 2026Q2: 438,351 shares 438,351 $62.7M 0.19% +16,806 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: 994,885 shares; 2024Q4: 1,116,667 shares; 2025Q1: 1,253,604 shares; 2025Q2: 780,803 shares; 2025Q3: 844,309 shares; 2025Q4: 1,351,390 shares; 2026Q1: 1,425,035 shares; 2026Q2: 1,266,080 shares 1,266,080 $62.4M 0.19% -158,955 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: 232,125 shares; 2024Q4: 251,457 shares; 2025Q1: 261,274 shares; 2025Q2: 551,136 shares; 2025Q3: 632,388 shares; 2025Q4: 681,503 shares; 2026Q1: 778,360 shares; 2026Q2: 1,097,283 shares 1,097,283 $62M 0.18% +318,923 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430,109 shares; 2024Q4: 2,018,258 shares; 2025Q1: 1,850,602 shares; 2025Q2: 1,780,749 shares; 2025Q3: 1,904,405 shares; 2025Q4: 1,817,907 shares; 2026Q1: 1,928,881 shares; 2026Q2: 2,698,260 shares 2,698,260 $61.8M 0.18% +769,379 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,276 shares; 2024Q4: 107,184 shares; 2025Q1: 105,184 shares; 2025Q2: 100,447 shares; 2025Q3: 91,447 shares; 2025Q4: 100,674 shares; 2026Q1: 485,852 shares; 2026Q2: 532,196 shares 532,196 $61.1M 0.18% +46,344 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: 496,451 shares; 2024Q4: 511,947 shares; 2025Q1: 532,969 shares; 2025Q2: 305,532 shares; 2025Q3: 317,706 shares; 2025Q4: 430,461 shares; 2026Q1: 381,102 shares; 2026Q2: 409,753 shares 409,753 $60M 0.18% +28,651 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: 69,323 shares; 2024Q4: 78,640 shares; 2025Q1: 73,420 shares; 2025Q2: 78,104 shares; 2025Q3: 82,636 shares; 2025Q4: 109,125 shares; 2026Q1: 114,809 shares; 2026Q2: 115,937 shares 115,937 $59.5M 0.18% +1,128 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,903 shares; 2024Q4: 49,283 shares; 2025Q1: 55,254 shares; 2025Q2: 56,140 shares; 2025Q3: 57,429 shares; 2025Q4: 385,088 shares; 2026Q1: 408,818 shares; 2026Q2: 446,491 shares 446,491 $59.2M 0.18% +37,673 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: 2,106,903 shares 2,106,903 $59.1M 0.18% new Timeline QUANTA SVCS INC 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: not reported; 2025Q4: not reported; 2026Q1: 229,636 shares; 2026Q2: 264,881 shares 264,881 $59M 0.18% +35,245 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: 393,886 shares; 2024Q4: 410,723 shares; 2025Q1: 406,366 shares; 2025Q2: 366,389 shares; 2025Q3: 341,158 shares; 2025Q4: 396,431 shares; 2026Q1: 413,565 shares; 2026Q2: 455,515 shares 455,515 $58.5M 0.17% +41,950 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: 108,035 shares; 2024Q4: 109,917 shares; 2025Q1: 144,197 shares; 2025Q2: 149,984 shares; 2025Q3: 154,394 shares; 2025Q4: 258,831 shares; 2026Q1: 245,197 shares; 2026Q2: 278,364 shares 278,364 $58.2M 0.17% +33,167 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: 13,362 shares; 2024Q4: 13,136 shares; 2025Q1: 20,354 shares; 2025Q2: 21,158 shares; 2025Q3: 20,027 shares; 2025Q4: 20,268 shares; 2026Q1: 19,824 shares; 2026Q2: 192,552 shares 192,552 $58.1M 0.17% +172,728 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: 81,137 shares; 2024Q4: 83,913 shares; 2025Q1: 87,485 shares; 2025Q2: 103,070 shares; 2025Q3: 138,223 shares; 2025Q4: 166,407 shares; 2026Q1: 151,412 shares; 2026Q2: 155,056 shares 155,056 $57.9M 0.17% +3,644 Timeline DFAI 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: 752,178 shares; 2024Q4: 655,328 shares; 2025Q1: 463,844 shares; 2025Q2: 744,209 shares; 2025Q3: 1,037,653 shares; 2025Q4: 1,067,780 shares; 2026Q1: 1,283,148 shares; 2026Q2: 1,398,059 shares 1,398,059 $57.7M 0.17% +114,911 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: 96,879 shares; 2024Q4: 95,461 shares; 2025Q1: 88,688 shares; 2025Q2: 92,630 shares; 2025Q3: 112,628 shares; 2025Q4: 246,200 shares; 2026Q1: 223,940 shares; 2026Q2: 301,408 shares 301,408 $57.4M 0.17% +77,468 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: 192,918 shares; 2024Q4: 513,450 shares; 2025Q1: 784,240 shares; 2025Q2: 800,008 shares; 2025Q3: 1,169,539 shares; 2025Q4: 1,177,701 shares; 2026Q1: 727,251 shares; 2026Q2: 756,577 shares 756,577 $57.1M 0.17% +29,326 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,661 shares; 2024Q4: 290,772 shares; 2025Q1: 319,011 shares; 2025Q2: 341,965 shares; 2025Q3: 345,166 shares; 2025Q4: 354,319 shares; 2026Q1: 330,187 shares; 2026Q2: 440,091 shares 440,091 $56.2M 0.17% +109,904 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: 55,996 shares; 2024Q4: 91,653 shares; 2025Q1: 94,586 shares; 2025Q2: 106,489 shares; 2025Q3: 159,083 shares; 2025Q4: 160,720 shares; 2026Q1: 392,435 shares; 2026Q2: 442,389 shares 442,389 $55.9M 0.17% +49,954 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: 980,497 shares; 2026Q2: 1,108,317 shares 1,108,317 $55.8M 0.17% +127,820 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: 116,354 shares; 2024Q4: 275,024 shares; 2025Q1: 299,884 shares; 2025Q2: 320,768 shares; 2025Q3: 359,109 shares; 2025Q4: 379,255 shares; 2026Q1: 196,169 shares; 2026Q2: 198,163 shares 198,163 $55.7M 0.17% +1,994 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: 746,726 shares; 2024Q4: 957,359 shares; 2025Q1: 1,128,579 shares; 2025Q2: 1,175,664 shares; 2025Q3: 1,090,947 shares; 2025Q4: 714,153 shares; 2026Q1: 732,682 shares; 2026Q2: 248,757 shares 248,757 $54.6M 0.16% -483,925 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: 275,754 shares; 2024Q4: 285,009 shares; 2025Q1: 298,110 shares; 2025Q2: 301,244 shares; 2025Q3: 327,516 shares; 2025Q4: 331,827 shares; 2026Q1: 337,471 shares; 2026Q2: 342,284 shares 342,284 $54.1M 0.16% +4,813 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: 9,409 shares; 2024Q4: 9,938 shares; 2025Q1: 9,794 shares; 2025Q2: 12,435 shares; 2025Q3: 15,413 shares; 2025Q4: 18,485 shares; 2026Q1: 210,817 shares; 2026Q2: 238,162 shares 238,162 $54.1M 0.16% +27,345 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: 244,628 shares; 2024Q4: 245,451 shares; 2025Q1: 236,203 shares; 2025Q2: 243,487 shares; 2025Q3: 358,097 shares; 2025Q4: 651,166 shares; 2026Q1: 72,976 shares; 2026Q2: 73,032 shares 73,032 $53.8M 0.16% +56 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774,464 shares; 2024Q4: 909,513 shares; 2025Q1: 1,005,661 shares; 2025Q2: 826,422 shares; 2025Q3: 892,370 shares; 2025Q4: 1,029,158 shares; 2026Q1: 1,135,407 shares; 2026Q2: 1,196,622 shares 1,196,622 $53.2M 0.16% +61,215 Timeline WCMI 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: 131,338 shares; 2025Q3: 2,145,150 shares; 2025Q4: 2,202,139 shares; 2026Q1: 2,575,858 shares; 2026Q2: 2,712,219 shares 2,712,219 $53.1M 0.16% +136,361 Timeline CENCORA INC CENCORA INC More: the full row for CENCORA 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: 1,045,981 shares; 2026Q2: 1,026,418 shares 1,026,418 $52.7M 0.16% -19,563 IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,503 shares; 2024Q4: 125,000 shares; 2025Q1: 122,170 shares; 2025Q2: 123,154 shares; 2025Q3: 125,017 shares; 2025Q4: 125,692 shares; 2026Q1: 125,398 shares; 2026Q2: 128,083 shares 128,083 $52.4M 0.16% +2,685 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,566 shares; 2024Q4: 673,608 shares; 2025Q1: 1,481,182 shares; 2025Q2: 953,881 shares; 2025Q3: 917,571 shares; 2025Q4: 1,004,279 shares; 2026Q1: 932,398 shares; 2026Q2: 1,197,586 shares 1,197,586 $51.7M 0.15% +265,188 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: 509,686 shares; 2024Q4: 526,825 shares; 2025Q1: 586,302 shares; 2025Q2: 598,854 shares; 2025Q3: 596,043 shares; 2025Q4: 526,556 shares; 2026Q1: 561,239 shares; 2026Q2: 533,206 shares 533,206 $51M 0.15% -28,033 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,175 shares; 2024Q4: 19,042 shares; 2025Q1: 30,494 shares; 2025Q2: 104,153 shares; 2025Q3: 109,152 shares; 2025Q4: 106,655 shares; 2026Q1: 930,013 shares; 2026Q2: 1,070,157 shares 1,070,157 $50.9M 0.15% +140,144 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,230 shares; 2024Q4: 189,905 shares; 2025Q1: 156,531 shares; 2025Q2: 154,374 shares; 2025Q3: 153,915 shares; 2025Q4: 165,710 shares; 2026Q1: 180,190 shares; 2026Q2: 172,484 shares 172,484 $50.1M 0.15% -7,706 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,253 shares; 2024Q4: 83,515 shares; 2025Q1: 90,663 shares; 2025Q2: 97,412 shares; 2025Q3: 92,077 shares; 2025Q4: 94,554 shares; 2026Q1: 101,137 shares; 2026Q2: 953,574 shares 953,574 $50M 0.15% +852,437 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,088 shares; 2024Q4: 53,437 shares; 2025Q1: 49,992 shares; 2025Q2: 47,913 shares; 2025Q3: 50,066 shares; 2025Q4: 294,345 shares; 2026Q1: 295,883 shares; 2026Q2: 304,215 shares 304,215 $49.3M 0.15% +8,332 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: 430,031 shares; 2024Q4: 435,270 shares; 2025Q1: 408,480 shares; 2025Q2: 487,257 shares; 2025Q3: 774,755 shares; 2025Q4: 874,717 shares; 2026Q1: 895,626 shares; 2026Q2: 966,651 shares 966,651 $48.9M 0.15% +71,025 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: 256,514 shares; 2024Q4: 275,498 shares; 2025Q1: 275,485 shares; 2025Q2: 310,863 shares; 2025Q3: 339,566 shares; 2025Q4: 586,446 shares; 2026Q1: 540,394 shares; 2026Q2: 601,604 shares 601,604 $48.9M 0.15% +61,210 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: 490,961 shares; 2024Q4: 513,992 shares; 2025Q1: 475,426 shares; 2025Q2: 1,818,446 shares; 2025Q3: 1,980,018 shares; 2025Q4: 2,094,815 shares; 2026Q1: 2,145,141 shares; 2026Q2: 2,360,407 shares 2,360,407 $48.9M 0.15% +215,266 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: 209,766 shares; 2024Q4: 208,803 shares; 2025Q1: 184,025 shares; 2025Q2: 177,275 shares; 2025Q3: 227,704 shares; 2025Q4: 300,492 shares; 2026Q1: 397,640 shares; 2026Q2: 424,544 shares 424,544 $48.8M 0.15% +26,904 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: 90,581 shares; 2024Q4: 90,736 shares; 2025Q1: 88,759 shares; 2025Q2: 91,096 shares; 2025Q3: 90,328 shares; 2025Q4: 131,376 shares; 2026Q1: 157,798 shares; 2026Q2: 177,077 shares 177,077 $48.2M 0.14% +19,279 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: 38,283 shares; 2024Q4: 41,398 shares; 2025Q1: 100,698 shares; 2025Q2: 205,736 shares; 2025Q3: 230,204 shares; 2025Q4: 177,769 shares; 2026Q1: 285,672 shares; 2026Q2: 470,685 shares 470,685 $48.1M 0.14% +185,013 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: 40,963 shares; 2024Q4: 42,495 shares; 2025Q1: 47,015 shares; 2025Q2: 50,325 shares; 2025Q3: 48,137 shares; 2025Q4: 83,032 shares; 2026Q1: 87,418 shares; 2026Q2: 92,399 shares 92,399 $47.9M 0.14% +4,981 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768,305 shares; 2024Q4: 792,984 shares; 2025Q1: 693,765 shares; 2025Q2: 479,228 shares; 2025Q3: 492,055 shares; 2025Q4: 777,949 shares; 2026Q1: 857,345 shares; 2026Q2: 1,073,904 shares 1,073,904 $46.8M 0.14% +216,559 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: 252,025 shares; 2024Q4: 271,043 shares; 2025Q1: 282,736 shares; 2025Q2: 290,025 shares; 2025Q3: 325,242 shares; 2025Q4: 376,196 shares; 2026Q1: 373,575 shares; 2026Q2: 318,850 shares 318,850 $46.8M 0.14% -54,725 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: 19,383 shares; 2024Q4: 19,172 shares; 2025Q1: 18,565 shares; 2025Q2: 24,336 shares; 2025Q3: 37,624 shares; 2025Q4: 37,300 shares; 2026Q1: 39,379 shares; 2026Q2: 387,394 shares 387,394 $46.3M 0.14% +348,015 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: 54,809 shares; 2024Q4: 52,508 shares; 2025Q1: 51,453 shares; 2025Q2: 55,859 shares; 2025Q3: 59,173 shares; 2025Q4: 69,251 shares; 2026Q1: 92,337 shares; 2026Q2: 748,245 shares 748,245 $46.2M 0.14% +655,908 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: 1,167,410 shares; 2026Q2: 1,450,258 shares 1,450,258 $46.1M 0.14% +282,848 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: 935,930 shares; 2024Q4: 944,912 shares; 2025Q1: 927,259 shares; 2025Q2: 1,002,282 shares; 2025Q3: 1,055,655 shares; 2025Q4: 1,120,325 shares; 2026Q1: 1,143,655 shares; 2026Q2: 555,363 shares 555,363 $45.9M 0.14% -588,292 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: 30,831 shares; 2024Q4: 27,719 shares; 2025Q1: 16,995 shares; 2025Q2: 31,787 shares; 2025Q3: 66,509 shares; 2025Q4: 68,726 shares; 2026Q1: 67,884 shares; 2026Q2: 69,964 shares 69,964 $45.9M 0.14% +2,080 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: 356,218 shares; 2024Q4: 322,595 shares; 2025Q1: 328,076 shares; 2025Q2: 294,338 shares; 2025Q3: 325,725 shares; 2025Q4: 326,379 shares; 2026Q1: 419,957 shares; 2026Q2: 384,104 shares 384,104 $45.7M 0.14% -35,853 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366,856 shares; 2024Q4: 1,483,193 shares; 2025Q1: 1,297,469 shares; 2025Q2: 1,210,609 shares; 2025Q3: 1,246,518 shares; 2025Q4: 1,744,511 shares; 2026Q1: 1,741,940 shares; 2026Q2: 2,039,948 shares 2,039,948 $45.6M 0.14% +298,008 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580,942 shares; 2024Q4: 713,240 shares; 2025Q1: 730,558 shares; 2025Q2: 619,879 shares; 2025Q3: 764,731 shares; 2025Q4: 658,009 shares; 2026Q1: 675,090 shares; 2026Q2: 879,360 shares 879,360 $45.5M 0.14% +204,270 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: 446,312 shares; 2024Q4: 526,572 shares; 2025Q1: 575,669 shares; 2025Q2: 517,376 shares; 2025Q3: 217,791 shares; 2025Q4: 183,031 shares; 2026Q1: 182,775 shares; 2026Q2: 180,228 shares 180,228 $45.5M 0.14% -2,547 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,484 shares; 2024Q4: 133,390 shares; 2025Q1: 124,678 shares; 2025Q2: 128,162 shares; 2025Q3: 139,941 shares; 2025Q4: 145,233 shares; 2026Q1: 142,000 shares; 2026Q2: 147,426 shares 147,426 $45.2M 0.13% +5,426 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: 57,062 shares; 2024Q4: 59,130 shares; 2025Q1: 60,714 shares; 2025Q2: 66,107 shares; 2025Q3: 75,088 shares; 2025Q4: 65,936 shares; 2026Q1: 81,087 shares; 2026Q2: 85,305 shares 85,305 $44.6M 0.13% +4,218 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: 43,638 shares; 2024Q4: 46,984 shares; 2025Q1: 52,760 shares; 2025Q2: 55,170 shares; 2025Q3: 55,533 shares; 2025Q4: 550,762 shares; 2026Q1: 558,723 shares; 2026Q2: 621,731 shares 621,731 $44.4M 0.13% +63,008 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: 341,128 shares; 2024Q4: 408,791 shares; 2025Q1: 431,150 shares; 2025Q2: 426,261 shares; 2025Q3: 383,058 shares; 2025Q4: 428,096 shares; 2026Q1: 447,121 shares; 2026Q2: 533,201 shares 533,201 $44.1M 0.13% +86,080 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,887,542 shares; 2024Q4: 2,040,509 shares; 2025Q1: 2,247,632 shares; 2025Q2: 2,361,031 shares; 2025Q3: 2,478,933 shares; 2025Q4: 2,521,541 shares; 2026Q1: 2,190,737 shares; 2026Q2: 2,268,729 shares 2,268,729 $43.8M 0.13% +77,992 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,315 shares; 2024Q4: 8,227 shares; 2025Q1: 8,869 shares; 2025Q2: 6,025 shares; 2025Q3: 5,732 shares; 2025Q4: 8,158 shares; 2026Q1: 6,900 shares; 2026Q2: 522,643 shares 522,643 $43.1M 0.13% +515,743 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: 191,945 shares 191,945 $43M 0.13% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,438 shares; 2024Q4: 95,420 shares; 2025Q1: 89,670 shares; 2025Q2: 75,567 shares; 2025Q3: 92,792 shares; 2025Q4: 159,948 shares; 2026Q1: 119,374 shares; 2026Q2: 128,353 shares 128,353 $43M 0.13% +8,979 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: 119,007 shares; 2024Q4: 124,929 shares; 2025Q1: 125,463 shares; 2025Q2: 124,232 shares; 2025Q3: 107,365 shares; 2025Q4: 148,028 shares; 2026Q1: 262,557 shares; 2026Q2: 158,937 shares 158,937 $43M 0.13% -103,620 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,875,253 shares; 2024Q4: 1,824,435 shares; 2025Q1: 1,770,279 shares; 2025Q2: 1,906,479 shares; 2025Q3: 1,595,766 shares; 2025Q4: 1,880,061 shares; 2026Q1: 1,697,190 shares; 2026Q2: 1,667,791 shares 1,667,791 $42.6M 0.13% -29,399 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: 70,831 shares; 2024Q4: 75,125 shares; 2025Q1: 171,725 shares; 2025Q2: 205,741 shares; 2025Q3: 169,415 shares; 2025Q4: 199,154 shares; 2026Q1: 922,353 shares; 2026Q2: 838,877 shares 838,877 $42.2M 0.13% -83,476 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: 544,507 shares; 2024Q4: 746,281 shares; 2025Q1: 812,975 shares; 2025Q2: 850,016 shares; 2025Q3: 994,255 shares; 2025Q4: 1,112,219 shares; 2026Q1: 1,040,513 shares; 2026Q2: 804,170 shares 804,170 $42.1M 0.13% -236,343 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: 190,322 shares 190,322 $42.1M 0.13% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993,019 shares; 2024Q4: 1,017,458 shares; 2025Q1: 1,122,643 shares; 2025Q2: 843,902 shares; 2025Q3: 940,514 shares; 2025Q4: 929,696 shares; 2026Q1: 549,888 shares; 2026Q2: 552,680 shares 552,680 $41.9M 0.12% +2,792 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: 1,808,807 shares; 2024Q4: 2,005,748 shares; 2025Q1: 2,130,622 shares; 2025Q2: 2,028,511 shares; 2025Q3: 2,009,964 shares; 2025Q4: 2,060,856 shares; 2026Q1: 1,754,217 shares; 2026Q2: 1,718,911 shares 1,718,911 $41.2M 0.12% -35,306 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: 99,006 shares; 2024Q4: 136,848 shares; 2025Q1: 273,681 shares; 2025Q2: 291,706 shares; 2025Q3: 301,634 shares; 2025Q4: 310,765 shares; 2026Q1: 333,683 shares; 2026Q2: 364,659 shares 364,659 $41.2M 0.12% +30,976 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 497 shares; 2025Q1: 502 shares; 2025Q2: 686 shares; 2025Q3: 546 shares; 2025Q4: 33,875 shares; 2026Q1: 68,498 shares; 2026Q2: 494,060 shares 494,060 $40.8M 0.12% +425,562 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676,732 shares; 2024Q4: 700,256 shares; 2025Q1: 694,558 shares; 2025Q2: 689,338 shares; 2025Q3: 703,430 shares; 2025Q4: 796,620 shares; 2026Q1: 761,779 shares; 2026Q2: 840,831 shares 840,831 $40.7M 0.12% +79,052 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 28,101 shares; 2025Q2: 21,791 shares; 2025Q3: 308,287 shares; 2025Q4: 375,784 shares; 2026Q1: 482,011 shares; 2026Q2: 675,460 shares 675,460 $40.3M 0.12% +193,449 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,548 shares; 2024Q4: 90,886 shares; 2025Q1: 130,240 shares; 2025Q2: 170,961 shares; 2025Q3: 860,530 shares; 2025Q4: 1,102,266 shares; 2026Q1: 1,175,481 shares; 2026Q2: 1,527,732 shares 1,527,732 $40M 0.12% +352,251 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: 120,598 shares; 2024Q4: 124,327 shares; 2025Q1: 123,207 shares; 2025Q2: 115,115 shares; 2025Q3: 108,795 shares; 2025Q4: 111,936 shares; 2026Q1: 83,019 shares; 2026Q2: 94,610 shares 94,610 $39.3M 0.12% +11,591 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: 197,212 shares; 2024Q4: 193,656 shares; 2025Q1: 193,026 shares; 2025Q2: 192,006 shares; 2025Q3: 191,330 shares; 2025Q4: 196,426 shares; 2026Q1: 216,720 shares; 2026Q2: 238,148 shares 238,148 $39.1M 0.12% +21,428 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: 301,260 shares; 2024Q4: 335,734 shares; 2025Q1: 427,094 shares; 2025Q2: 335,295 shares; 2025Q3: 326,306 shares; 2025Q4: 469,193 shares; 2026Q1: 441,582 shares; 2026Q2: 443,671 shares 443,671 $38.9M 0.12% +2,089 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,195 shares; 2024Q4: 363,142 shares; 2025Q1: 294,175 shares; 2025Q2: 475,953 shares; 2025Q3: 523,474 shares; 2025Q4: 511,360 shares; 2026Q1: 553,800 shares; 2026Q2: 632,916 shares 632,916 $38.9M 0.12% +79,116 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: 160,437 shares; 2024Q4: 140,785 shares; 2025Q1: 141,903 shares; 2025Q2: 142,693 shares; 2025Q3: 144,361 shares; 2025Q4: 147,636 shares; 2026Q1: 153,935 shares; 2026Q2: 158,217 shares 158,217 $38.4M 0.11% +4,282 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: 73,168 shares; 2024Q4: 71,776 shares; 2025Q1: 65,999 shares; 2025Q2: 72,277 shares; 2025Q3: 70,469 shares; 2025Q4: 117,147 shares; 2026Q1: 106,328 shares; 2026Q2: 112,398 shares 112,398 $38M 0.11% +6,070 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: 118,777 shares; 2024Q4: 124,336 shares; 2025Q1: 130,167 shares; 2025Q2: 195,867 shares; 2025Q3: 198,762 shares; 2025Q4: 207,568 shares; 2026Q1: 249,004 shares; 2026Q2: 271,355 shares 271,355 $38M 0.11% +22,351 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: 156,912 shares; 2024Q4: 159,715 shares; 2025Q1: 157,133 shares; 2025Q2: 182,825 shares; 2025Q3: 193,854 shares; 2025Q4: 196,890 shares; 2026Q1: 198,576 shares; 2026Q2: 191,598 shares 191,598 $37.9M 0.11% -6,978 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: 556,745 shares; 2024Q4: 590,590 shares; 2025Q1: 590,233 shares; 2025Q2: 612,966 shares; 2025Q3: 694,968 shares; 2025Q4: 805,143 shares; 2026Q1: 792,908 shares; 2026Q2: 889,596 shares 889,596 $37.7M 0.11% +96,688 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803,126 shares; 2024Q4: 844,722 shares; 2025Q1: 658,540 shares; 2025Q2: 683,764 shares; 2025Q3: 699,613 shares; 2025Q4: 738,575 shares; 2026Q1: 778,052 shares; 2026Q2: 876,397 shares 876,397 $37.4M 0.11% +98,345 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488,323 shares; 2024Q4: 551,135 shares; 2025Q1: 539,095 shares; 2025Q2: 1,174,364 shares; 2025Q3: 1,341,774 shares; 2025Q4: 1,579,194 shares; 2026Q1: 1,408,127 shares; 2026Q2: 1,397,996 shares 1,397,996 $37.3M 0.11% -10,131 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: 371,865 shares; 2024Q4: 436,861 shares; 2025Q1: 417,503 shares; 2025Q2: 399,318 shares; 2025Q3: 427,747 shares; 2025Q4: 458,904 shares; 2026Q1: 459,466 shares; 2026Q2: 479,069 shares 479,069 $36.9M 0.11% +19,603 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,308 shares; 2024Q4: 400,244 shares; 2025Q1: 395,873 shares; 2025Q2: 384,604 shares; 2025Q3: 372,835 shares; 2025Q4: 436,259 shares; 2026Q1: 424,838 shares; 2026Q2: 473,565 shares 473,565 $36.9M 0.11% +48,727 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,746 shares; 2024Q4: 118,647 shares; 2025Q1: 113,858 shares; 2025Q2: 115,832 shares; 2025Q3: 114,527 shares; 2025Q4: 109,694 shares; 2026Q1: 101,898 shares; 2026Q2: 100,187 shares 100,187 $36.6M 0.11% -1,711 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: 158,897 shares; 2024Q4: 170,505 shares; 2025Q1: 156,968 shares; 2025Q2: 163,240 shares; 2025Q3: 166,630 shares; 2025Q4: 374,199 shares; 2026Q1: 492,191 shares; 2026Q2: 683,316 shares 683,316 $36.3M 0.11% +191,125 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: 284,803 shares; 2024Q4: 176,795 shares; 2025Q1: 181,469 shares; 2025Q2: 223,771 shares; 2025Q3: 259,354 shares; 2025Q4: 378,032 shares; 2026Q1: 369,077 shares; 2026Q2: 382,730 shares 382,730 $36.2M 0.11% +13,653 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: 70,435 shares; 2024Q4: 103,709 shares; 2025Q1: 135,059 shares; 2025Q2: 186,460 shares; 2025Q3: 187,068 shares; 2025Q4: 209,981 shares; 2026Q1: 225,940 shares; 2026Q2: 420,091 shares 420,091 $35.9M 0.11% +194,151 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: 4,270 shares; 2025Q2: 216,614 shares; 2025Q3: 216,578 shares; 2025Q4: 204,609 shares; 2026Q1: 293,441 shares; 2026Q2: 300,483 shares 300,483 $35.5M 0.11% +7,042 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,107 shares; 2025Q4: 331,286 shares; 2026Q1: 475,614 shares; 2026Q2: 650,933 shares 650,933 $34.8M 0.1% +175,319 Timeline BUFQ 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: 457,262 shares; 2024Q4: 524,927 shares; 2025Q1: 689,099 shares; 2025Q2: 742,212 shares; 2025Q3: 804,191 shares; 2025Q4: 823,731 shares; 2026Q1: 830,234 shares; 2026Q2: 884,967 shares 884,967 $34.8M 0.1% +54,733 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: 14,516 shares; 2024Q4: 16,047 shares; 2025Q1: 3,061 shares; 2025Q2: 730,767 shares; 2025Q3: 824,904 shares; 2025Q4: 933,264 shares; 2026Q1: 1,021,525 shares; 2026Q2: 685,777 shares 685,777 $34.7M 0.1% -335,748 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: 448,313 shares; 2024Q4: 419,106 shares; 2025Q1: 514,102 shares; 2025Q2: 564,782 shares; 2025Q3: 564,044 shares; 2025Q4: 567,085 shares; 2026Q1: 521,742 shares; 2026Q2: 565,797 shares 565,797 $34.4M 0.1% +44,055 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,347 shares; 2024Q4: 14,601 shares; 2025Q1: 31,143 shares; 2025Q2: 37,034 shares; 2025Q3: 37,420 shares; 2025Q4: 53,329 shares; 2026Q1: 52,477 shares; 2026Q2: 436,020 shares 436,020 $34.4M 0.1% +383,543 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: 301,181 shares; 2024Q4: 305,758 shares; 2025Q1: 323,875 shares; 2025Q2: 337,751 shares; 2025Q3: 357,257 shares; 2025Q4: 357,708 shares; 2026Q1: 365,775 shares; 2026Q2: 366,196 shares 366,196 $34.2M 0.1% +421 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 637,174 shares; 2024Q4: 676,469 shares; 2025Q1: 734,246 shares; 2025Q2: 687,236 shares; 2025Q3: 700,621 shares; 2025Q4: 742,319 shares; 2026Q1: 936,009 shares; 2026Q2: 957,335 shares 957,335 $34.2M 0.1% +21,326 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,965 shares; 2024Q4: 52,034 shares; 2025Q1: 68,525 shares; 2025Q2: 67,428 shares; 2025Q3: 105,078 shares; 2025Q4: 146,891 shares; 2026Q1: 208,896 shares; 2026Q2: 255,007 shares 255,007 $34M 0.1% +46,111 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: 67,909 shares; 2024Q4: 74,911 shares; 2025Q1: 61,899 shares; 2025Q2: 63,678 shares; 2025Q3: 76,139 shares; 2025Q4: 103,463 shares; 2026Q1: 96,634 shares; 2026Q2: 99,590 shares 99,590 $33.9M 0.1% +2,956 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: 61,394 shares; 2024Q4: 63,682 shares; 2025Q1: 57,872 shares; 2025Q2: 56,459 shares; 2025Q3: 61,652 shares; 2025Q4: 90,874 shares; 2026Q1: 92,105 shares; 2026Q2: 113,810 shares 113,810 $33.9M 0.1% +21,705 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 429,848 shares; 2025Q3: 498,122 shares; 2025Q4: 745,919 shares; 2026Q1: 854,249 shares; 2026Q2: 957,504 shares 957,504 $33.7M 0.1% +103,255 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: 65,313 shares; 2024Q4: 69,099 shares; 2025Q1: 75,784 shares; 2025Q2: 79,424 shares; 2025Q3: 88,768 shares; 2025Q4: 98,760 shares; 2026Q1: 95,939 shares; 2026Q2: 93,040 shares 93,040 $33.7M 0.1% -2,899 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: 177,592 shares; 2026Q2: 912,834 shares 912,834 $33.4M 0.1% +735,242 Timeline FTXL 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: 211,453 shares; 2024Q4: 26,445 shares; 2025Q1: 16,126 shares; 2025Q2: 13,515 shares; 2025Q3: 8,792 shares; 2025Q4: 136,707 shares; 2026Q1: 120,639 shares; 2026Q2: 116,690 shares 116,690 $33.3M 0.1% -3,949 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: 476,845 shares; 2024Q4: 562,274 shares; 2025Q1: 674,357 shares; 2025Q2: 478,412 shares; 2025Q3: 557,334 shares; 2025Q4: 622,753 shares; 2026Q1: 600,975 shares; 2026Q2: 656,092 shares 656,092 $33.1M 0.1% +55,117 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,895 shares; 2024Q4: 10,306 shares; 2025Q1: 5,277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 684,259 shares; 2026Q2: 725,049 shares 725,049 $33.1M 0.1% +40,790 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: 439,342 shares; 2024Q4: 927,418 shares; 2025Q1: 940,551 shares; 2025Q2: 840,628 shares; 2025Q3: 941,057 shares; 2025Q4: 1,052,607 shares; 2026Q1: 921,498 shares; 2026Q2: 1,039,042 shares 1,039,042 $32.9M 0.1% +117,544 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: 10,081 shares; 2024Q4: 11,031 shares; 2025Q1: 10,824 shares; 2025Q2: 11,383 shares; 2025Q3: 13,271 shares; 2025Q4: 15,998 shares; 2026Q1: 15,980 shares; 2026Q2: 16,486 shares 16,486 $32.8M 0.1% +506 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: 60,855 shares; 2024Q4: 64,241 shares; 2025Q1: 83,854 shares; 2025Q2: 90,808 shares; 2025Q3: 130,525 shares; 2025Q4: 122,307 shares; 2026Q1: 313,448 shares; 2026Q2: 325,651 shares 325,651 $32.8M 0.1% +12,203 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: 191,509 shares; 2024Q4: 117,436 shares; 2025Q1: 109,448 shares; 2025Q2: 93,987 shares; 2025Q3: 106,691 shares; 2025Q4: 112,429 shares; 2026Q1: 105,307 shares; 2026Q2: 109,040 shares 109,040 $32.8M 0.1% +3,733 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: 372,428 shares; 2024Q4: 335,468 shares; 2025Q1: 437,508 shares; 2025Q2: 521,348 shares; 2025Q3: 523,554 shares; 2025Q4: 507,288 shares; 2026Q1: 533,809 shares; 2026Q2: 524,646 shares 524,646 $32.6M 0.1% -9,163 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,693 shares; 2024Q4: 406,273 shares; 2025Q1: 422,755 shares; 2025Q2: 443,975 shares; 2025Q3: 474,619 shares; 2025Q4: 404,117 shares; 2026Q1: 557,518 shares; 2026Q2: 627,920 shares 627,920 $32.6M 0.1% +70,402 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: 51,676 shares; 2024Q4: 59,963 shares; 2025Q1: 44,535 shares; 2025Q2: 49,744 shares; 2025Q3: 50,205 shares; 2025Q4: 136,247 shares; 2026Q1: 141,030 shares; 2026Q2: 200,379 shares 200,379 $32.4M 0.1% +59,349 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: 195,909 shares; 2024Q4: 135,527 shares; 2025Q1: 122,161 shares; 2025Q2: 158,277 shares; 2025Q3: 196,366 shares; 2025Q4: 300,350 shares; 2026Q1: 242,434 shares; 2026Q2: 230,420 shares 230,420 $32.2M 0.1% -12,014 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: 110,130 shares; 2024Q4: 120,525 shares; 2025Q1: 99,316 shares; 2025Q2: 124,585 shares; 2025Q3: 115,412 shares; 2025Q4: 124,885 shares; 2026Q1: 109,894 shares; 2026Q2: 124,723 shares 124,723 $31.9M 0.09% +14,829 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: 242,147 shares; 2024Q4: 235,737 shares; 2025Q1: 237,957 shares; 2025Q2: 232,380 shares; 2025Q3: 179,388 shares; 2025Q4: 239,708 shares; 2026Q1: 419,362 shares; 2026Q2: 423,693 shares 423,693 $31.5M 0.09% +4,331 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: 197,303 shares; 2024Q4: 194,683 shares; 2025Q1: 187,868 shares; 2025Q2: 180,323 shares; 2025Q3: 205,607 shares; 2025Q4: 255,272 shares; 2026Q1: 229,954 shares; 2026Q2: 231,826 shares 231,826 $31.4M 0.09% +1,872 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,180 shares; 2024Q4: 316,524 shares; 2025Q1: 328,266 shares; 2025Q2: 419,015 shares; 2025Q3: 440,622 shares; 2025Q4: 531,069 shares; 2026Q1: 511,255 shares; 2026Q2: 595,078 shares 595,078 $31.3M 0.09% +83,823 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: 128,714 shares; 2024Q4: 147,195 shares; 2025Q1: 188,376 shares; 2025Q2: 250,253 shares; 2025Q3: 185,348 shares; 2025Q4: 96,705 shares; 2026Q1: 80,720 shares; 2026Q2: 104,723 shares 104,723 $31.2M 0.09% +24,003 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: 355,277 shares; 2024Q4: 403,858 shares; 2025Q1: 415,187 shares; 2025Q2: 425,105 shares; 2025Q3: 421,755 shares; 2025Q4: 471,404 shares; 2026Q1: 442,773 shares; 2026Q2: 431,073 shares 431,073 $31.2M 0.09% -11,700 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: 183,800 shares; 2024Q4: 176,227 shares; 2025Q1: 182,529 shares; 2025Q2: 202,346 shares; 2025Q3: 207,178 shares; 2025Q4: 299,318 shares; 2026Q1: 260,616 shares; 2026Q2: 282,266 shares 282,266 $31.1M 0.09% +21,650 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: 195,022 shares; 2024Q4: 191,250 shares; 2025Q1: 166,240 shares; 2025Q2: 184,434 shares; 2025Q3: 208,387 shares; 2025Q4: 214,013 shares; 2026Q1: 195,406 shares; 2026Q2: 192,131 shares 192,131 $30.5M 0.09% -3,275 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140,355 shares; 2025Q1: 89,105 shares; 2025Q2: 295,097 shares; 2025Q3: 464,744 shares; 2025Q4: 683,497 shares; 2026Q1: 721,492 shares; 2026Q2: 1,102,432 shares 1,102,432 $30.5M 0.09% +380,940 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: 225,959 shares; 2024Q4: 560,585 shares; 2025Q1: 870,693 shares; 2025Q2: 786,268 shares; 2025Q3: 857,355 shares; 2025Q4: 976,959 shares; 2026Q1: 954,146 shares; 2026Q2: 1,096,983 shares 1,096,983 $30.4M 0.09% +142,837 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,831 shares; 2024Q4: 160,665 shares; 2025Q1: 341,718 shares; 2025Q2: 250,899 shares; 2025Q3: 392,397 shares; 2025Q4: 469,238 shares; 2026Q1: 914,401 shares; 2026Q2: 598,998 shares 598,998 $30.3M 0.09% -315,403 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: 93,578 shares; 2024Q4: 92,100 shares; 2025Q1: 91,951 shares; 2025Q2: 120,753 shares; 2025Q3: 177,884 shares; 2025Q4: 240,942 shares; 2026Q1: 237,591 shares; 2026Q2: 281,884 shares 281,884 $30.3M 0.09% +44,293 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551,483 shares; 2024Q4: 564,648 shares; 2025Q1: 611,380 shares; 2025Q2: 696,674 shares; 2025Q3: 1,094,851 shares; 2025Q4: 1,224,399 shares; 2026Q1: 1,278,631 shares; 2026Q2: 659,694 shares 659,694 $30M 0.09% -618,937 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576,180 shares; 2025Q3: 595,708 shares; 2025Q4: 657,916 shares; 2026Q1: 719,193 shares; 2026Q2: 795,666 shares 795,666 $29.8M 0.09% +76,473 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: 247,494 shares; 2024Q4: 217,347 shares; 2025Q1: 224,984 shares; 2025Q2: 494,824 shares; 2025Q3: 429,210 shares; 2025Q4: 381,752 shares; 2026Q1: 461,216 shares; 2026Q2: 325,208 shares 325,208 $29.8M 0.09% -136,008 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,344 shares; 2024Q4: 121,590 shares; 2025Q1: 130,858 shares; 2025Q2: 27,889 shares; 2025Q3: 28,537 shares; 2025Q4: 32,877 shares; 2026Q1: 52,451 shares; 2026Q2: 87,942 shares 87,942 $29.4M 0.09% +35,491 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: 143,078 shares; 2025Q1: 127,146 shares; 2025Q2: 100,391 shares; 2025Q3: 118,109 shares; 2025Q4: 103,627 shares; 2026Q1: 124,424 shares; 2026Q2: 172,549 shares 172,549 $29.3M 0.09% +48,125 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: 40,679 shares; 2024Q4: 44,285 shares; 2025Q1: 43,324 shares; 2025Q2: 43,174 shares; 2025Q3: 47,229 shares; 2025Q4: 97,809 shares; 2026Q1: 79,745 shares; 2026Q2: 85,041 shares 85,041 $29.2M 0.09% +5,296 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: 138,412 shares; 2024Q4: 151,640 shares; 2025Q1: 160,351 shares; 2025Q2: 163,598 shares; 2025Q3: 192,667 shares; 2025Q4: 223,151 shares; 2026Q1: 223,319 shares; 2026Q2: 230,694 shares 230,694 $29.2M 0.09% +7,375 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: 109,882 shares; 2024Q4: 111,123 shares; 2025Q1: 161,279 shares; 2025Q2: 151,014 shares; 2025Q3: 258,173 shares; 2025Q4: 257,497 shares; 2026Q1: 271,887 shares; 2026Q2: 279,802 shares 279,802 $29.1M 0.09% +7,915 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: 238,174 shares; 2024Q4: 267,165 shares; 2025Q1: 290,718 shares; 2025Q2: 291,836 shares; 2025Q3: 297,626 shares; 2025Q4: 355,273 shares; 2026Q1: 329,804 shares; 2026Q2: 401,497 shares 401,497 $28.9M 0.09% +71,693 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,553 shares; 2024Q4: 78,419 shares; 2025Q1: 82,276 shares; 2025Q2: 77,099 shares; 2025Q3: 77,110 shares; 2025Q4: 78,283 shares; 2026Q1: 82,129 shares; 2026Q2: 117,214 shares 117,214 $28.9M 0.09% +35,085 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: 48,527 shares; 2024Q4: 47,649 shares; 2025Q1: 48,713 shares; 2025Q2: 4,836 shares; 2025Q3: 5,391 shares; 2025Q4: 11,856 shares; 2026Q1: 22,046 shares; 2026Q2: 29,426 shares 29,426 $28.4M 0.08% +7,380 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: 109,130 shares; 2024Q4: 135,498 shares; 2025Q1: 120,388 shares; 2025Q2: 108,000 shares; 2025Q3: 111,457 shares; 2025Q4: 126,357 shares; 2026Q1: 122,070 shares; 2026Q2: 116,785 shares 116,785 $28.3M 0.08% -5,285 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: 348,726 shares; 2024Q4: 364,102 shares; 2025Q1: 358,362 shares; 2025Q2: 410,722 shares; 2025Q3: 410,612 shares; 2025Q4: 474,480 shares; 2026Q1: 573,759 shares; 2026Q2: 584,925 shares 584,925 $28.2M 0.08% +11,166 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: 17,942 shares; 2024Q4: 19,139 shares; 2025Q1: 17,691 shares; 2025Q2: 18,758 shares; 2025Q3: 20,441 shares; 2025Q4: 73,255 shares; 2026Q1: 38,873 shares; 2026Q2: 43,459 shares 43,459 $27.6M 0.08% +4,586 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: 710,275 shares; 2024Q4: 710,122 shares; 2025Q1: 689,450 shares; 2025Q2: 755,162 shares; 2025Q3: 905,180 shares; 2025Q4: 1,046,723 shares; 2026Q1: 1,114,439 shares; 2026Q2: 1,136,875 shares 1,136,875 $27.5M 0.08% +22,436 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: 84,350 shares; 2024Q4: 98,897 shares; 2025Q1: 117,735 shares; 2025Q2: 111,310 shares; 2025Q3: 371,423 shares; 2025Q4: 402,912 shares; 2026Q1: 158,124 shares; 2026Q2: 148,610 shares 148,610 $27.5M 0.08% -9,514 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505,750 shares; 2025Q3: 562,657 shares; 2025Q4: 675,728 shares; 2026Q1: 743,518 shares; 2026Q2: 824,209 shares 824,209 $27.2M 0.08% +80,691 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,858 shares; 2024Q4: 294,947 shares; 2025Q1: 299,418 shares; 2025Q2: 303,309 shares; 2025Q3: 302,566 shares; 2025Q4: 231,133 shares; 2026Q1: 302,660 shares; 2026Q2: 695,666 shares 695,666 $26.6M 0.08% +393,006 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: 632,117 shares; 2024Q4: 631,335 shares; 2025Q1: 747,346 shares; 2025Q2: 688,608 shares; 2025Q3: 949,500 shares; 2025Q4: 1,134,774 shares; 2026Q1: 1,148,770 shares; 2026Q2: 1,219,208 shares 1,219,208 $26.6M 0.08% +70,438 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: 50,699 shares; 2024Q4: 54,259 shares; 2025Q1: 49,504 shares; 2025Q2: 45,809 shares; 2025Q3: 43,933 shares; 2025Q4: 45,027 shares; 2026Q1: 78,283 shares; 2026Q2: 155,686 shares 155,686 $26.5M 0.08% +77,403 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: 116,177 shares; 2024Q4: 249,375 shares; 2025Q1: 225,742 shares; 2025Q2: 219,603 shares; 2025Q3: 205,759 shares; 2025Q4: 197,425 shares; 2026Q1: 218,305 shares; 2026Q2: 245,557 shares 245,557 $26.4M 0.08% +27,252 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,035 shares; 2024Q4: 132,910 shares; 2025Q1: 167,589 shares; 2025Q2: 151,821 shares; 2025Q3: 146,972 shares; 2025Q4: 167,246 shares; 2026Q1: 197,714 shares; 2026Q2: 210,495 shares 210,495 $26.3M 0.08% +12,781 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,656 shares; 2024Q4: 312,954 shares; 2025Q1: 455,622 shares; 2025Q2: 375,894 shares; 2025Q3: 335,681 shares; 2025Q4: 405,841 shares; 2026Q1: 428,809 shares; 2026Q2: 497,684 shares 497,684 $25.6M 0.08% +68,875 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,578 shares; 2024Q4: 93,568 shares; 2025Q1: 110,058 shares; 2025Q2: 283,086 shares; 2025Q3: 462,480 shares; 2025Q4: 477,814 shares; 2026Q1: 487,353 shares; 2026Q2: 503,384 shares 503,384 $25.4M 0.08% +16,031 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,987 shares; 2024Q4: 139,918 shares; 2025Q1: 141,961 shares; 2025Q2: 139,217 shares; 2025Q3: 149,393 shares; 2025Q4: 190,432 shares; 2026Q1: 198,620 shares; 2026Q2: 243,708 shares 243,708 $25.3M 0.08% +45,088 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,025 shares; 2026Q2: 681,610 shares 681,610 $25.3M 0.08% +642,585 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: 922,334 shares; 2024Q4: 963,198 shares; 2025Q1: 945,737 shares; 2025Q2: 874,010 shares; 2025Q3: 1,136,720 shares; 2025Q4: 1,195,846 shares; 2026Q1: 1,170,337 shares; 2026Q2: 1,210,400 shares 1,210,400 $25.2M 0.08% +40,063 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: 313,238 shares; 2024Q4: 348,489 shares; 2025Q1: 425,695 shares; 2025Q2: 619,500 shares; 2025Q3: 509,748 shares; 2025Q4: 561,987 shares; 2026Q1: 461,272 shares; 2026Q2: 467,435 shares 467,435 $25M 0.07% +6,163 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761,866 shares; 2024Q4: 985,632 shares; 2025Q1: 1,183,008 shares; 2025Q2: 1,273,119 shares; 2025Q3: 594,360 shares; 2025Q4: 602,631 shares; 2026Q1: 675,477 shares; 2026Q2: 710,858 shares 710,858 $24.6M 0.07% +35,381 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,088 shares; 2024Q4: 40,445 shares; 2025Q1: 47,367 shares; 2025Q2: 97,208 shares; 2025Q3: 412,363 shares; 2025Q4: 599,928 shares; 2026Q1: 501,834 shares; 2026Q2: 716,670 shares 716,670 $24.6M 0.07% +214,836 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,011 shares; 2024Q4: 257,252 shares; 2025Q1: 290,366 shares; 2025Q2: 349,075 shares; 2025Q3: 372,887 shares; 2025Q4: 395,324 shares; 2026Q1: 400,587 shares; 2026Q2: 414,401 shares 414,401 $24.5M 0.07% +13,814 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,397 shares; 2024Q4: 3,382 shares; 2025Q1: 4,082 shares; 2025Q2: 3,585 shares; 2025Q3: 2,981 shares; 2025Q4: 3,933 shares; 2026Q1: 103,297 shares; 2026Q2: 189,430 shares 189,430 $24.4M 0.07% +86,133 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710,235 shares; 2024Q4: 720,272 shares; 2025Q1: 733,924 shares; 2025Q2: 777,789 shares; 2025Q3: 903,321 shares; 2025Q4: 1,137,292 shares; 2026Q1: 1,102,216 shares; 2026Q2: 537,367 shares 537,367 $24.4M 0.07% -564,849 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,702 shares; 2024Q4: 34,998 shares; 2025Q1: 19,121 shares; 2025Q2: 21,091 shares; 2025Q3: 21,696 shares; 2025Q4: 29,774 shares; 2026Q1: 34,470 shares; 2026Q2: 47,895 shares 47,895 $23.7M 0.07% +13,425 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,631 shares; 2024Q4: 49,923 shares; 2025Q1: 48,729 shares; 2025Q2: 51,968 shares; 2025Q3: 73,180 shares; 2025Q4: 84,250 shares; 2026Q1: 93,509 shares; 2026Q2: 105,928 shares 105,928 $23.6M 0.07% +12,419 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,195 shares; 2024Q4: 79,128 shares; 2025Q1: 89,135 shares; 2025Q2: 88,008 shares; 2025Q3: 91,481 shares; 2025Q4: 102,160 shares; 2026Q1: 245,098 shares; 2026Q2: 105,610 shares 105,610 $23.3M 0.07% -139,488 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: 390,187 shares; 2024Q4: 452,748 shares; 2025Q1: 497,165 shares; 2025Q2: 520,716 shares; 2025Q3: 601,091 shares; 2025Q4: 612,797 shares; 2026Q1: 492,279 shares; 2026Q2: 431,724 shares 431,724 $23.1M 0.07% -60,555 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,582 shares; 2024Q4: 501,755 shares; 2025Q1: 469,748 shares; 2025Q2: 645,962 shares; 2025Q3: 769,125 shares; 2025Q4: 672,852 shares; 2026Q1: 641,883 shares; 2026Q2: 668,557 shares 668,557 $22.6M 0.07% +26,674 Timeline SPHB 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: 10,426 shares; 2024Q4: 9,211 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 141,161 shares; 2026Q2: 143,770 shares 143,770 $22.4M 0.07% +2,609 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,862 shares; 2024Q4: 20,709 shares; 2025Q1: 42,950 shares; 2025Q2: 45,613 shares; 2025Q3: 46,614 shares; 2025Q4: 45,414 shares; 2026Q1: 33,948 shares; 2026Q2: 29,035 shares 29,035 $22.2M 0.07% -4,913 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: 78,431 shares; 2024Q4: 35,310 shares; 2025Q1: 167,816 shares; 2025Q2: 125,946 shares; 2025Q3: 831,739 shares; 2025Q4: 860,213 shares; 2026Q1: 829,662 shares; 2026Q2: 876,466 shares 876,466 $22.1M 0.07% +46,804 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,295 shares; 2024Q4: 115,579 shares; 2025Q1: 156,055 shares; 2025Q2: 181,824 shares; 2025Q3: 188,800 shares; 2025Q4: 216,930 shares; 2026Q1: 167,322 shares; 2026Q2: 216,241 shares 216,241 $22M 0.07% +48,919 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: 15,657 shares; 2024Q4: 16,323 shares; 2025Q1: 12,608 shares; 2025Q2: 12,503 shares; 2025Q3: 13,464 shares; 2025Q4: 43,278 shares; 2026Q1: 43,169 shares; 2026Q2: 44,647 shares 44,647 $21.9M 0.07% +1,478 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,500 shares; 2024Q4: 87,111 shares; 2025Q1: 85,800 shares; 2025Q2: 88,082 shares; 2025Q3: 83,356 shares; 2025Q4: 89,228 shares; 2026Q1: 81,088 shares; 2026Q2: 85,748 shares 85,748 $21.9M 0.07% +4,660 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: 72,760 shares; 2024Q4: 99,922 shares; 2025Q1: 83,819 shares; 2025Q2: 84,533 shares; 2025Q3: 91,657 shares; 2025Q4: 346,653 shares; 2026Q1: 409,321 shares; 2026Q2: 458,205 shares 458,205 $21.8M 0.06% +48,884 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567,304 shares; 2024Q4: 566,836 shares; 2025Q1: 721,022 shares; 2025Q2: 827,243 shares; 2025Q3: 717,085 shares; 2025Q4: 793,721 shares; 2026Q1: 851,455 shares; 2026Q2: 848,331 shares 848,331 $21.8M 0.06% -3,124 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,966 shares; 2024Q4: 213,219 shares; 2025Q1: 202,550 shares; 2025Q2: 225,542 shares; 2025Q3: 315,421 shares; 2025Q4: 343,075 shares; 2026Q1: 292,559 shares; 2026Q2: 345,568 shares 345,568 $21.7M 0.06% +53,009 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,517 shares; 2024Q4: 276,862 shares; 2025Q1: 358,355 shares; 2025Q2: 422,343 shares; 2025Q3: 447,772 shares; 2025Q4: 541,860 shares; 2026Q1: 550,618 shares; 2026Q2: 636,780 shares 636,780 $21.6M 0.06% +86,162 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: 195,661 shares; 2024Q4: 237,215 shares; 2025Q1: 227,306 shares; 2025Q2: 204,764 shares; 2025Q3: 198,724 shares; 2025Q4: 750,929 shares; 2026Q1: 785,064 shares; 2026Q2: 850,687 shares 850,687 $21.5M 0.06% +65,623 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: 40,683 shares; 2024Q4: 83,453 shares; 2025Q1: 159,562 shares; 2025Q2: 187,592 shares; 2025Q3: 163,826 shares; 2025Q4: 172,374 shares; 2026Q1: 211,225 shares; 2026Q2: 240,553 shares 240,553 $21.5M 0.06% +29,328 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,355,006 shares; 2024Q4: 1,229,580 shares; 2025Q1: 1,081,377 shares; 2025Q2: 1,061,296 shares; 2025Q3: 877,262 shares; 2025Q4: 636,517 shares; 2026Q1: 550,086 shares; 2026Q2: 575,840 shares 575,840 $21.5M 0.06% +25,754 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: 152,944 shares; 2024Q4: 151,058 shares; 2025Q1: 155,188 shares; 2025Q2: 174,919 shares; 2025Q3: 212,255 shares; 2025Q4: 220,439 shares; 2026Q1: 205,822 shares; 2026Q2: 200,007 shares 200,007 $21.4M 0.06% -5,815 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: 297,002 shares; 2024Q4: 322,352 shares; 2025Q1: 346,251 shares; 2025Q2: 362,453 shares; 2025Q3: 382,111 shares; 2025Q4: 414,789 shares; 2026Q1: 445,626 shares; 2026Q2: 468,004 shares 468,004 $21.4M 0.06% +22,378 Timeline IFV 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: 475,399 shares; 2024Q4: 491,096 shares; 2025Q1: 101,988 shares; 2025Q2: 121,812 shares; 2025Q3: 529,361 shares; 2025Q4: 520,812 shares; 2026Q1: 782,569 shares; 2026Q2: 793,139 shares 793,139 $21.4M 0.06% +10,570 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: 33,679 shares; 2024Q4: 35,889 shares; 2025Q1: 33,822 shares; 2025Q2: 37,550 shares; 2025Q3: 37,571 shares; 2025Q4: 40,637 shares; 2026Q1: 41,786 shares; 2026Q2: 41,792 shares 41,792 $21.3M 0.06% +6 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,592 shares; 2024Q4: 75,935 shares; 2025Q1: 83,874 shares; 2025Q2: 101,184 shares; 2025Q3: 113,479 shares; 2025Q4: 124,914 shares; 2026Q1: 149,084 shares; 2026Q2: 221,809 shares 221,809 $21.3M 0.06% +72,725 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 748,453 shares; 2025Q4: 883,775 shares; 2026Q1: 855,270 shares; 2026Q2: 907,747 shares 907,747 $21.2M 0.06% +52,477 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,385 shares; 2024Q4: 342,257 shares; 2025Q1: 293,995 shares; 2025Q2: 327,247 shares; 2025Q3: 263,818 shares; 2025Q4: 346,908 shares; 2026Q1: 332,805 shares; 2026Q2: 355,145 shares 355,145 $21.2M 0.06% +22,340 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,260 shares; 2024Q4: 195,169 shares; 2025Q1: 196,558 shares; 2025Q2: 198,395 shares; 2025Q3: 205,261 shares; 2025Q4: 213,948 shares; 2026Q1: 102,024 shares; 2026Q2: 94,658 shares 94,658 $21.2M 0.06% -7,366 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: 305,628 shares; 2024Q4: 360,892 shares; 2025Q1: 376,551 shares; 2025Q2: 389,455 shares; 2025Q3: 468,675 shares; 2025Q4: 439,963 shares; 2026Q1: 402,357 shares; 2026Q2: 390,485 shares 390,485 $21.2M 0.06% -11,872 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460,367 shares; 2025Q3: 475,779 shares; 2025Q4: 483,756 shares; 2026Q1: 527,417 shares; 2026Q2: 576,001 shares 576,001 $21M 0.06% +48,584 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: 102,821 shares; 2024Q4: 104,282 shares; 2025Q1: 130,823 shares; 2025Q2: 131,739 shares; 2025Q3: 133,746 shares; 2025Q4: 149,380 shares; 2026Q1: 296,762 shares; 2026Q2: 255,245 shares 255,245 $21M 0.06% -41,517 Timeline GBIL 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: 178,786 shares; 2024Q4: 190,559 shares; 2025Q1: 220,548 shares; 2025Q2: 374,558 shares; 2025Q3: 323,524 shares; 2025Q4: 163,676 shares; 2026Q1: 182,345 shares; 2026Q2: 209,004 shares 209,004 $20.9M 0.06% +26,659 Timeline MINO 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: 119,632 shares; 2024Q4: 122,285 shares; 2025Q1: 135,517 shares; 2025Q2: 173,656 shares; 2025Q3: 173,825 shares; 2025Q4: 203,572 shares; 2026Q1: 409,175 shares; 2026Q2: 456,505 shares 456,505 $20.9M 0.06% +47,330 Timeline DUHP 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: 895,056 shares; 2024Q4: 894,419 shares; 2025Q1: 905,693 shares; 2025Q2: 795,236 shares; 2025Q3: 730,676 shares; 2025Q4: 530,784 shares; 2026Q1: 480,081 shares; 2026Q2: 499,261 shares 499,261 $20.8M 0.06% +19,180 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: 114,298 shares; 2024Q4: 152,774 shares; 2025Q1: 119,728 shares; 2025Q2: 122,366 shares; 2025Q3: 123,272 shares; 2025Q4: 116,976 shares; 2026Q1: 104,455 shares; 2026Q2: 127,139 shares 127,139 $20.8M 0.06% +22,684 Timeline BUFS 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: 146,348 shares; 2024Q4: 250,997 shares; 2025Q1: 364,899 shares; 2025Q2: 469,361 shares; 2025Q3: 573,691 shares; 2025Q4: 688,471 shares; 2026Q1: 734,326 shares; 2026Q2: 824,063 shares 824,063 $20.7M 0.06% +89,737 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: 154,079 shares; 2024Q4: 171,826 shares; 2025Q1: 175,634 shares; 2025Q2: 190,662 shares; 2025Q3: 202,666 shares; 2025Q4: 289,168 shares; 2026Q1: 270,877 shares; 2026Q2: 227,122 shares 227,122 $20.6M 0.06% -43,755 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: 115,321 shares; 2024Q4: 109,630 shares; 2025Q1: 109,683 shares; 2025Q2: 130,622 shares; 2025Q3: 153,468 shares; 2025Q4: 366,383 shares; 2026Q1: 421,475 shares; 2026Q2: 452,132 shares 452,132 $20.5M 0.06% +30,657 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,150 shares; 2024Q4: 209,796 shares; 2025Q1: 206,918 shares; 2025Q2: 196,991 shares; 2025Q3: 259,716 shares; 2025Q4: 279,644 shares; 2026Q1: 288,746 shares; 2026Q2: 182,925 shares 182,925 $20.3M 0.06% -105,821 Timeline SOUTHSTATE BK CORP SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 143,832 shares; 2026Q2: 159,003 shares 159,003 $20.2M 0.06% +15,171 ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,736 shares; 2024Q4: 12,442 shares; 2025Q1: 20,815 shares; 2025Q2: 22,557 shares; 2025Q3: 21,673 shares; 2025Q4: 25,836 shares; 2026Q1: 42,683 shares; 2026Q2: 50,825 shares 50,825 $20.2M 0.06% +8,142 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: 36,332 shares; 2024Q4: 64,383 shares; 2025Q1: 128,314 shares; 2025Q2: 144,274 shares; 2025Q3: 179,925 shares; 2025Q4: 170,196 shares; 2026Q1: 228,881 shares; 2026Q2: 208,319 shares 208,319 $20.2M 0.06% -20,562 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: 9,416 shares; 2024Q4: 10,249 shares; 2025Q1: 18,910 shares; 2025Q2: 30,017 shares; 2025Q3: 42,401 shares; 2025Q4: 164,475 shares; 2026Q1: 462,091 shares; 2026Q2: 306,890 shares 306,890 $20.1M 0.06% -155,201 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: 265,611 shares; 2024Q4: 268,362 shares; 2025Q1: 289,409 shares; 2025Q2: 309,900 shares; 2025Q3: 306,104 shares; 2025Q4: 321,010 shares; 2026Q1: 389,763 shares; 2026Q2: 403,638 shares 403,638 $20.1M 0.06% +13,875 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: 166,455 shares; 2024Q4: 640,145 shares; 2025Q1: 643,959 shares; 2025Q2: 613,506 shares; 2025Q3: 634,339 shares; 2025Q4: 723,911 shares; 2026Q1: 757,080 shares; 2026Q2: 827,982 shares 827,982 $20.1M 0.06% +70,902 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,472 shares; 2024Q4: 220,058 shares; 2025Q1: 167,752 shares; 2025Q2: 153,799 shares; 2025Q3: 253,484 shares; 2025Q4: 255,621 shares; 2026Q1: 251,102 shares; 2026Q2: 262,509 shares 262,509 $20M 0.06% +11,407 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,653 shares; 2024Q4: 241,745 shares; 2025Q1: 278,772 shares; 2025Q2: 285,889 shares; 2025Q3: 288,593 shares; 2025Q4: 265,772 shares; 2026Q1: 287,644 shares; 2026Q2: 307,442 shares 307,442 $19.9M 0.06% +19,798 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: 101,315 shares; 2024Q4: 125,760 shares; 2025Q1: 137,903 shares; 2025Q2: 144,689 shares; 2025Q3: 152,876 shares; 2025Q4: 272,644 shares; 2026Q1: 203,028 shares; 2026Q2: 206,758 shares 206,758 $19.9M 0.06% +3,730 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,960 shares; 2024Q4: 101,224 shares; 2025Q1: 127,479 shares; 2025Q2: 56,278 shares; 2025Q3: 54,168 shares; 2025Q4: 77,833 shares; 2026Q1: 82,189 shares; 2026Q2: 189,877 shares 189,877 $19.6M 0.06% +107,688 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,406 shares; 2024Q4: 126,776 shares; 2025Q1: 131,599 shares; 2025Q2: 132,079 shares; 2025Q3: 123,904 shares; 2025Q4: 155,116 shares; 2026Q1: 150,195 shares; 2026Q2: 133,595 shares 133,595 $19.5M 0.06% -16,600 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,920 shares; 2024Q4: 82,266 shares; 2025Q1: 23,843 shares; 2025Q2: 25,212 shares; 2025Q3: 24,827 shares; 2025Q4: 28,004 shares; 2026Q1: 26,544 shares; 2026Q2: 89,362 shares 89,362 $19.4M 0.06% +62,818 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: 71,663 shares; 2024Q4: 224,602 shares; 2025Q1: 241,608 shares; 2025Q2: 203,475 shares; 2025Q3: 205,550 shares; 2025Q4: 194,660 shares; 2026Q1: 191,632 shares; 2026Q2: 210,461 shares 210,461 $19.2M 0.06% +18,829 Timeline PMBS 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: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 45,336 shares; 2025Q4: 111,471 shares; 2026Q1: 281,470 shares; 2026Q2: 387,779 shares 387,779 $19.1M 0.06% +106,309 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,512 shares; 2024Q4: 58,058 shares; 2025Q1: 56,791 shares; 2025Q2: 75,472 shares; 2025Q3: 74,834 shares; 2025Q4: 67,208 shares; 2026Q1: 64,507 shares; 2026Q2: 70,463 shares 70,463 $18.9M 0.06% +5,956 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: 335,783 shares; 2024Q4: 270,841 shares; 2025Q1: 257,153 shares; 2025Q2: 251,623 shares; 2025Q3: 236,165 shares; 2025Q4: 230,028 shares; 2026Q1: 233,199 shares; 2026Q2: 238,784 shares 238,784 $18.9M 0.06% +5,585 Timeline DFSV 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: 966,045 shares; 2024Q4: 1,013,030 shares; 2025Q1: 880,716 shares; 2025Q2: 824,798 shares; 2025Q3: 727,889 shares; 2025Q4: 585,714 shares; 2026Q1: 508,902 shares; 2026Q2: 486,019 shares 486,019 $18.9M 0.06% -22,883 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,054 shares; 2024Q4: 57,305 shares; 2025Q1: 99,176 shares; 2025Q2: 85,269 shares; 2025Q3: 83,081 shares; 2025Q4: 107,689 shares; 2026Q1: 130,922 shares; 2026Q2: 182,038 shares 182,038 $18.8M 0.06% +51,116 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557,622 shares; 2024Q4: 559,435 shares; 2025Q1: 569,568 shares; 2025Q2: 615,172 shares; 2025Q3: 645,225 shares; 2025Q4: 686,728 shares; 2026Q1: 699,515 shares; 2026Q2: 732,003 shares 732,003 $18.8M 0.06% +32,488 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,300 shares; 2024Q4: 38,234 shares; 2025Q1: 36,037 shares; 2025Q2: 32,481 shares; 2025Q3: 29,045 shares; 2025Q4: 22,058 shares; 2026Q1: 23,030 shares; 2026Q2: 29,227 shares 29,227 $18.7M 0.06% +6,197 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: 14 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 25 shares 25 $18.7M 0.06% -2 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,152 shares; 2024Q4: 557,636 shares; 2025Q1: 507,774 shares; 2025Q2: 521,271 shares; 2025Q3: 762,495 shares; 2025Q4: 796,380 shares; 2026Q1: 759,103 shares; 2026Q2: 795,441 shares 795,441 $18.7M 0.06% +36,338 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,732 shares; 2024Q4: 19,956 shares; 2025Q1: 33,942 shares; 2025Q2: 133,638 shares; 2025Q3: 131,114 shares; 2025Q4: 329,138 shares; 2026Q1: 389,002 shares; 2026Q2: 491,913 shares 491,913 $18.7M 0.06% +102,911 Timeline GSUS 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: 55,609 shares; 2024Q4: 68,846 shares; 2025Q1: 72,041 shares; 2025Q2: 73,532 shares; 2025Q3: 71,877 shares; 2025Q4: 74,710 shares; 2026Q1: 178,628 shares; 2026Q2: 180,502 shares 180,502 $18.6M 0.06% +1,874 Timeline FTXR 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: 1,380 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,275 shares; 2025Q3: 1,190 shares; 2025Q4: 1,209 shares; 2026Q1: 383,005 shares; 2026Q2: 408,346 shares 408,346 $18.6M 0.06% +25,341 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,453 shares; 2024Q4: 102,632 shares; 2025Q1: 117,876 shares; 2025Q2: 152,419 shares; 2025Q3: 151,194 shares; 2025Q4: 171,648 shares; 2026Q1: 172,155 shares; 2026Q2: 158,124 shares 158,124 $18.6M 0.06% -14,031 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,052 shares; 2024Q4: 21,986 shares; 2025Q1: 167,833 shares; 2025Q2: 256,235 shares; 2025Q3: 443,328 shares; 2025Q4: 482,215 shares; 2026Q1: 94,356 shares; 2026Q2: 50,754 shares 50,754 $18.6M 0.06% -43,602 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,015 shares; 2024Q4: 130,397 shares; 2025Q1: 133,740 shares; 2025Q2: 288,673 shares; 2025Q3: 294,677 shares; 2025Q4: 394,075 shares; 2026Q1: 325,921 shares; 2026Q2: 318,441 shares 318,441 $18.6M 0.06% -7,480 Timeline GVIP 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: 92,105 shares; 2024Q4: 72,739 shares; 2025Q1: 59,205 shares; 2025Q2: 52,451 shares; 2025Q3: 47,694 shares; 2025Q4: 45,788 shares; 2026Q1: 91,780 shares; 2026Q2: 98,015 shares 98,015 $18.5M 0.06% +6,235 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: 201,878 shares; 2024Q4: 224,404 shares; 2025Q1: 379,718 shares; 2025Q2: 431,519 shares; 2025Q3: 355,251 shares; 2025Q4: 325,987 shares; 2026Q1: 265,801 shares; 2026Q2: 255,446 shares 255,446 $18.4M 0.05% -10,355 Timeline BILS 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: 94,504 shares; 2024Q4: 111,934 shares; 2025Q1: 135,975 shares; 2025Q2: 104,490 shares; 2025Q3: 89,936 shares; 2025Q4: 92,425 shares; 2026Q1: 311,758 shares; 2026Q2: 185,409 shares 185,409 $18.4M 0.05% -126,349 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,592 shares; 2024Q4: 177,969 shares; 2025Q1: 170,356 shares; 2025Q2: 169,485 shares; 2025Q3: 166,502 shares; 2025Q4: 187,453 shares; 2026Q1: 184,242 shares; 2026Q2: 174,263 shares 174,263 $18.3M 0.05% -9,979 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: 28,003 shares; 2024Q4: 30,522 shares; 2025Q1: 27,344 shares; 2025Q2: 25,938 shares; 2025Q3: 27,696 shares; 2025Q4: 30,156 shares; 2026Q1: 61,411 shares; 2026Q2: 74,358 shares 74,358 $18.3M 0.05% +12,947 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: 361,983 shares 361,983 $18.2M 0.05% new 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: 10,281 shares; 2024Q4: 18,082 shares; 2025Q1: 18,889 shares; 2025Q2: 11,775 shares; 2025Q3: 15,158 shares; 2025Q4: 31,018 shares; 2026Q1: 47,263 shares; 2026Q2: 94,748 shares 94,748 $18.2M 0.05% +47,485 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: 17,247 shares; 2024Q4: 16,928 shares; 2025Q1: 21,254 shares; 2025Q2: 17,508 shares; 2025Q3: 17,748 shares; 2025Q4: 36,230 shares; 2026Q1: 128,084 shares; 2026Q2: 142,067 shares 142,067 $18.2M 0.05% +13,983 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: 107,743 shares; 2024Q4: 104,199 shares; 2025Q1: 125,545 shares; 2025Q2: 172,215 shares; 2025Q3: 205,189 shares; 2025Q4: 202,727 shares; 2026Q1: 233,645 shares; 2026Q2: 201,338 shares 201,338 $18.1M 0.05% -32,307 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,939 shares; 2025Q2: 194,246 shares; 2025Q3: 222,109 shares; 2025Q4: 221,404 shares; 2026Q1: 739,203 shares; 2026Q2: 865,944 shares 865,944 $18.1M 0.05% +126,741 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 525 shares; 2025Q1: 914 shares; 2025Q2: 900 shares; 2025Q3: 262 shares; 2025Q4: 3,079 shares; 2026Q1: 28,697 shares; 2026Q2: 40,904 shares 40,904 $17.9M 0.05% +12,207 Timeline VTHR 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: 844 shares; 2024Q4: 846 shares; 2025Q1: 3,927 shares; 2025Q2: 3,377 shares; 2025Q3: 3,524 shares; 2025Q4: 52,604 shares; 2026Q1: 50,491 shares; 2026Q2: 53,773 shares 53,773 $17.8M 0.05% +3,282 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,293 shares; 2025Q1: 74,880 shares; 2025Q2: 72,915 shares; 2025Q3: 205,365 shares; 2025Q4: 231,374 shares; 2026Q1: 301,353 shares; 2026Q2: 332,801 shares 332,801 $17.8M 0.05% +31,448 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556,662 shares; 2024Q4: 585,089 shares; 2025Q1: 559,157 shares; 2025Q2: 784,442 shares; 2025Q3: 802,583 shares; 2025Q4: 846,622 shares; 2026Q1: 860,407 shares; 2026Q2: 928,614 shares 928,614 $17.8M 0.05% +68,207 Timeline BLV 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: 148,205 shares; 2024Q4: 159,890 shares; 2025Q1: 168,973 shares; 2025Q2: 174,874 shares; 2025Q3: 178,003 shares; 2025Q4: 193,386 shares; 2026Q1: 189,243 shares; 2026Q2: 254,760 shares 254,760 $17.6M 0.05% +65,517 Timeline GSC 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: 201,467 shares; 2025Q1: 221,563 shares; 2025Q2: 250,520 shares; 2025Q3: 228,836 shares; 2025Q4: 256,744 shares; 2026Q1: 255,096 shares; 2026Q2: 253,524 shares 253,524 $17.6M 0.05% -1,572 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,126 shares; 2024Q4: 26,658 shares; 2025Q1: 38,343 shares; 2025Q2: 30,972 shares; 2025Q3: 34,417 shares; 2025Q4: 49,745 shares; 2026Q1: 59,298 shares; 2026Q2: 67,092 shares 67,092 $17.5M 0.05% +7,794 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,499 shares; 2024Q4: 173,687 shares; 2025Q1: 184,910 shares; 2025Q2: 188,153 shares; 2025Q3: 191,092 shares; 2025Q4: 209,429 shares; 2026Q1: 201,802 shares; 2026Q2: 227,199 shares 227,199 $17.4M 0.05% +25,397 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,735 shares; 2024Q4: 305,410 shares; 2025Q1: 359,558 shares; 2025Q2: 265,014 shares; 2025Q3: 355,727 shares; 2025Q4: 243,675 shares; 2026Q1: 207,950 shares; 2026Q2: 230,834 shares 230,834 $17.4M 0.05% +22,884 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: 13,075 shares; 2024Q4: 13,059 shares; 2025Q1: 13,677 shares; 2025Q2: 17,185 shares; 2025Q3: 15,270 shares; 2025Q4: 16,992 shares; 2026Q1: 16,476 shares; 2026Q2: 17,785 shares 17,785 $17.4M 0.05% +1,309 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: 64,160 shares; 2024Q4: 94,253 shares; 2025Q1: 69,698 shares; 2025Q2: 70,850 shares; 2025Q3: 77,915 shares; 2025Q4: 88,716 shares; 2026Q1: 99,158 shares; 2026Q2: 93,540 shares 93,540 $17.3M 0.05% -5,618 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,423 shares; 2024Q4: 138,526 shares; 2025Q1: 148,829 shares; 2025Q2: 144,080 shares; 2025Q3: 142,172 shares; 2025Q4: 147,427 shares; 2026Q1: 143,968 shares; 2026Q2: 146,345 shares 146,345 $17.2M 0.05% +2,377 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: 99,886 shares 99,886 $17.1M 0.05% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,286 shares; 2024Q4: 119,811 shares; 2025Q1: 121,579 shares; 2025Q2: 144,224 shares; 2025Q3: 212,318 shares; 2025Q4: 224,382 shares; 2026Q1: 205,980 shares; 2026Q2: 205,226 shares 205,226 $17M 0.05% -754 Timeline PZA 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: 40,264 shares; 2024Q4: 28,350 shares; 2025Q1: 26,979 shares; 2025Q2: 25,048 shares; 2025Q3: 21,511 shares; 2025Q4: 48,032 shares; 2026Q1: 624,324 shares; 2026Q2: 724,358 shares 724,358 $17M 0.05% +100,034 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,869 shares; 2024Q4: 63,193 shares; 2025Q1: 80,481 shares; 2025Q2: 148,965 shares; 2025Q3: 173,644 shares; 2025Q4: 439,459 shares; 2026Q1: 535,281 shares; 2026Q2: 613,158 shares 613,158 $16.8M 0.05% +77,877 Timeline BLACKROCK CORE BD TR BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD 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: 477,384 shares; 2026Q2: 505,026 shares 505,026 $16.7M 0.05% +27,642 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: 148,435 shares; 2024Q4: 160,061 shares; 2025Q1: 168,981 shares; 2025Q2: 178,892 shares; 2025Q3: 199,082 shares; 2025Q4: 228,755 shares; 2026Q1: 212,296 shares; 2026Q2: 199,350 shares 199,350 $16.7M 0.05% -12,946 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,813 shares; 2024Q4: 122,804 shares; 2025Q1: 133,355 shares; 2025Q2: 131,524 shares; 2025Q3: 162,109 shares; 2025Q4: 152,875 shares; 2026Q1: 145,177 shares; 2026Q2: 296,162 shares 296,162 $16.6M 0.05% +150,985 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: 579,033 shares; 2024Q4: 414,555 shares; 2025Q1: 462,884 shares; 2025Q2: 560,673 shares; 2025Q3: 625,498 shares; 2025Q4: 708,660 shares; 2026Q1: 712,319 shares; 2026Q2: 687,769 shares 687,769 $16.6M 0.05% -24,550 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: 12,043 shares; 2024Q4: 31,922 shares; 2025Q1: 32,141 shares; 2025Q2: 31,352 shares; 2025Q3: 34,011 shares; 2025Q4: 42,405 shares; 2026Q1: 43,948 shares; 2026Q2: 44,583 shares 44,583 $16.5M 0.05% +635 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: 31,146 shares; 2024Q4: 52,711 shares; 2025Q1: 92,891 shares; 2025Q2: 126,286 shares; 2025Q3: 145,574 shares; 2025Q4: 143,466 shares; 2026Q1: 145,787 shares; 2026Q2: 149,301 shares 149,301 $16.5M 0.05% +3,514 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: 13,022 shares; 2024Q4: 14,604 shares; 2025Q1: 4,985 shares; 2025Q2: 5,481 shares; 2025Q3: 6,003 shares; 2025Q4: 5,895 shares; 2026Q1: 62,524 shares; 2026Q2: 66,409 shares 66,409 $16.5M 0.05% +3,885 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: 172 shares; 2025Q1: 249 shares; 2025Q2: 5,141 shares; 2025Q3: 4,681 shares; 2025Q4: 4,658 shares; 2026Q1: 45,935 shares; 2026Q2: 162,525 shares 162,525 $16.5M 0.05% +116,590 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,165 shares; 2024Q4: 17,588 shares; 2025Q1: 84,203 shares; 2025Q2: 347,221 shares; 2025Q3: 362,818 shares; 2025Q4: 373,057 shares; 2026Q1: 416,606 shares; 2026Q2: 444,338 shares 444,338 $16.4M 0.05% +27,732 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384,868 shares; 2025Q4: 480,631 shares; 2026Q1: 588,682 shares; 2026Q2: 476,806 shares 476,806 $16.3M 0.05% -111,876 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: 99,245 shares; 2024Q4: 102,101 shares; 2025Q1: 114,083 shares; 2025Q2: 124,311 shares; 2025Q3: 129,568 shares; 2025Q4: 150,288 shares; 2026Q1: 161,133 shares; 2026Q2: 289,887 shares 289,887 $16.3M 0.05% +128,754 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: 138,563 shares; 2024Q4: 134,915 shares; 2025Q1: 125,445 shares; 2025Q2: 130,347 shares; 2025Q3: 135,577 shares; 2025Q4: 170,095 shares; 2026Q1: 202,714 shares; 2026Q2: 186,541 shares 186,541 $16.2M 0.05% -16,173 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: 276,509 shares; 2024Q4: 311,494 shares; 2025Q1: 302,552 shares; 2025Q2: 314,987 shares; 2025Q3: 323,941 shares; 2025Q4: 337,542 shares; 2026Q1: 328,103 shares; 2026Q2: 339,899 shares 339,899 $15.9M 0.05% +11,796 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: 149,365 shares; 2024Q4: 149,941 shares; 2025Q1: 155,466 shares; 2025Q2: 168,522 shares; 2025Q3: 189,471 shares; 2025Q4: 282,578 shares; 2026Q1: 83,996 shares; 2026Q2: 82,703 shares 82,703 $15.7M 0.05% -1,293 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 32,433 shares; 2025Q1: 25,400 shares; 2025Q2: 25,983 shares; 2025Q3: 27,799 shares; 2025Q4: 99,385 shares; 2026Q1: 156,182 shares; 2026Q2: 160,678 shares 160,678 $15.6M 0.05% +4,496 Timeline VCRB 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: 10,814 shares; 2024Q4: 24,940 shares; 2025Q1: 28,102 shares; 2025Q2: 30,300 shares; 2025Q3: 98,092 shares; 2025Q4: 122,211 shares; 2026Q1: 133,244 shares; 2026Q2: 200,752 shares 200,752 $15.5M 0.05% +67,508 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,697 shares; 2024Q4: 97,764 shares; 2025Q1: 100,337 shares; 2025Q2: 99,561 shares; 2025Q3: 155,095 shares; 2025Q4: 123,379 shares; 2026Q1: 129,834 shares; 2026Q2: 165,885 shares 165,885 $15.3M 0.05% +36,051 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,049 shares; 2024Q4: 2,672 shares; 2025Q1: 2,665 shares; 2025Q2: 2,808 shares; 2025Q3: 2,800 shares; 2025Q4: 3,356 shares; 2026Q1: 3,300 shares; 2026Q2: 85,813 shares 85,813 $15.3M 0.05% +82,513 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,727 shares; 2024Q4: 48,625 shares; 2025Q1: 50,142 shares; 2025Q2: 49,443 shares; 2025Q3: 50,381 shares; 2025Q4: 45,032 shares; 2026Q1: 57,052 shares; 2026Q2: 52,155 shares 52,155 $15.3M 0.05% -4,897 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: 124,710 shares; 2024Q4: 427,312 shares; 2025Q1: 448,360 shares; 2025Q2: 446,488 shares; 2025Q3: 482,736 shares; 2025Q4: 491,689 shares; 2026Q1: 470,267 shares; 2026Q2: 526,748 shares 526,748 $15.3M 0.05% +56,481 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715,442 shares; 2024Q4: 930,289 shares; 2025Q1: 763,340 shares; 2025Q2: 234,383 shares; 2025Q3: 154,110 shares; 2025Q4: 158,197 shares; 2026Q1: 148,040 shares; 2026Q2: 148,979 shares 148,979 $15.2M 0.05% +939 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,687 shares; 2024Q4: 291,819 shares; 2025Q1: 273,226 shares; 2025Q2: 399,341 shares; 2025Q3: 402,940 shares; 2025Q4: 378,125 shares; 2026Q1: 396,788 shares; 2026Q2: 414,550 shares 414,550 $15.2M 0.05% +17,762 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: 36,972 shares; 2024Q4: 32,980 shares; 2025Q1: 34,074 shares; 2025Q2: 35,839 shares; 2025Q3: 37,652 shares; 2025Q4: 38,658 shares; 2026Q1: 41,582 shares; 2026Q2: 42,991 shares 42,991 $15.2M 0.05% +1,409 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: 966,918 shares; 2024Q4: 988,801 shares; 2025Q1: 1,106,723 shares; 2025Q2: 1,146,847 shares; 2025Q3: 291,369 shares; 2025Q4: 318,089 shares; 2026Q1: 304,095 shares; 2026Q2: 305,078 shares 305,078 $15.1M 0.05% +983 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,321 shares; 2024Q4: 348,762 shares; 2025Q1: 336,594 shares; 2025Q2: 343,391 shares; 2025Q3: 349,340 shares; 2025Q4: 363,325 shares; 2026Q1: 364,227 shares; 2026Q2: 369,468 shares 369,468 $15M 0.04% +5,241 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,843 shares; 2024Q4: 25,656 shares; 2025Q1: 29,206 shares; 2025Q2: 42,545 shares; 2025Q3: 52,263 shares; 2025Q4: 245,048 shares; 2026Q1: 330,560 shares; 2026Q2: 400,573 shares 400,573 $15M 0.04% +70,013 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,509 shares; 2024Q4: 29,470 shares; 2025Q1: 29,014 shares; 2025Q2: 33,536 shares; 2025Q3: 26,832 shares; 2025Q4: 161,896 shares; 2026Q1: 135,683 shares; 2026Q2: 150,324 shares 150,324 $14.9M 0.04% +14,641 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: 47,006 shares; 2024Q4: 140,151 shares; 2025Q1: 315,832 shares; 2025Q2: 516,704 shares; 2025Q3: 743,994 shares; 2025Q4: 447,004 shares; 2026Q1: 477,809 shares; 2026Q2: 447,830 shares 447,830 $14.9M 0.04% -29,979 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,958 shares; 2024Q4: 113,477 shares; 2025Q1: 126,751 shares; 2025Q2: 106,800 shares; 2025Q3: 118,353 shares; 2025Q4: 285,156 shares; 2026Q1: 100,741 shares; 2026Q2: 93,940 shares 93,940 $14.9M 0.04% -6,801 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 542,788 shares 542,788 $14.9M 0.04% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,448 shares; 2024Q4: 12,596 shares; 2025Q1: 14,340 shares; 2025Q2: 15,017 shares; 2025Q3: 16,119 shares; 2025Q4: 15,006 shares; 2026Q1: 15,774 shares; 2026Q2: 17,873 shares 17,873 $14.8M 0.04% +2,099 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,117 shares; 2024Q4: 179,874 shares; 2025Q1: 271,318 shares; 2025Q2: 315,466 shares; 2025Q3: 459,273 shares; 2025Q4: 313,540 shares; 2026Q1: 300,827 shares; 2026Q2: 199,956 shares 199,956 $14.8M 0.04% -100,871 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,674 shares; 2024Q4: 66,427 shares; 2025Q1: 45,592 shares; 2025Q2: 42,421 shares; 2025Q3: 29,162 shares; 2025Q4: 27,813 shares; 2026Q1: 27,056 shares; 2026Q2: 268,341 shares 268,341 $14.8M 0.04% +241,285 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,684 shares; 2024Q4: 139,569 shares; 2025Q1: 489,617 shares; 2025Q2: 631,184 shares; 2025Q3: 748,755 shares; 2025Q4: 723,538 shares; 2026Q1: 785,760 shares; 2026Q2: 791,027 shares 791,027 $14.7M 0.04% +5,267 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,606 shares; 2024Q4: 31,292 shares; 2025Q1: 35,586 shares; 2025Q2: 40,258 shares; 2025Q3: 70,791 shares; 2025Q4: 145,434 shares; 2026Q1: 134,088 shares; 2026Q2: 125,225 shares 125,225 $14.7M 0.04% -8,863 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: 121,870 shares; 2024Q4: 137,946 shares; 2025Q1: 138,642 shares; 2025Q2: 140,302 shares; 2025Q3: 152,308 shares; 2025Q4: 238,399 shares; 2026Q1: 248,840 shares; 2026Q2: 276,207 shares 276,207 $14.7M 0.04% +27,367 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,265 shares; 2024Q4: 111,056 shares; 2025Q1: 118,995 shares; 2025Q2: 123,019 shares; 2025Q3: 147,715 shares; 2025Q4: 149,580 shares; 2026Q1: 147,123 shares; 2026Q2: 162,662 shares 162,662 $14.7M 0.04% +15,539 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,958 shares; 2024Q4: 210,955 shares; 2025Q1: 238,344 shares; 2025Q2: 271,231 shares; 2025Q3: 218,162 shares; 2025Q4: 252,733 shares; 2026Q1: 269,223 shares; 2026Q2: 296,778 shares 296,778 $14.4M 0.04% +27,555 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: 230,885 shares; 2024Q4: 222,104 shares; 2025Q1: 215,548 shares; 2025Q2: 218,803 shares; 2025Q3: 230,061 shares; 2025Q4: 238,329 shares; 2026Q1: 82,734 shares; 2026Q2: 85,790 shares 85,790 $14.4M 0.04% +3,056 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: 37,582 shares; 2024Q4: 42,755 shares; 2025Q1: 40,307 shares; 2025Q2: 119,799 shares; 2025Q3: 122,430 shares; 2025Q4: 123,295 shares; 2026Q1: 130,212 shares; 2026Q2: 130,015 shares 130,015 $14.3M 0.04% -197 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: 28,105 shares; 2024Q4: 29,738 shares; 2025Q1: 29,957 shares; 2025Q2: 30,079 shares; 2025Q3: 31,285 shares; 2025Q4: 32,265 shares; 2026Q1: 29,501 shares; 2026Q2: 34,422 shares 34,422 $14.3M 0.04% +4,921 Timeline JIII 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: 227,025 shares; 2026Q2: 286,316 shares 286,316 $14.3M 0.04% +59,291 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: 199,306 shares; 2024Q4: 235,160 shares; 2025Q1: 262,352 shares; 2025Q2: 427,220 shares; 2025Q3: 229,336 shares; 2025Q4: 252,574 shares; 2026Q1: 271,881 shares; 2026Q2: 278,708 shares 278,708 $14.2M 0.04% +6,827 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: 91,133 shares; 2024Q4: 94,140 shares; 2025Q1: 94,026 shares; 2025Q2: 96,843 shares; 2025Q3: 72,100 shares; 2025Q4: 84,317 shares; 2026Q1: 84,498 shares; 2026Q2: 90,082 shares 90,082 $14.1M 0.04% +5,584 Timeline PTNQ 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: 85,849 shares; 2024Q4: 83,851 shares; 2025Q1: 84,772 shares; 2025Q2: 149,890 shares; 2025Q3: 152,476 shares; 2025Q4: 153,524 shares; 2026Q1: 153,718 shares; 2026Q2: 158,702 shares 158,702 $14.1M 0.04% +4,984 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: 515,737 shares; 2024Q4: 544,099 shares; 2025Q1: 509,358 shares; 2025Q2: 498,496 shares; 2025Q3: 416,464 shares; 2025Q4: 335,660 shares; 2026Q1: 324,333 shares; 2026Q2: 343,954 shares 343,954 $14M 0.04% +19,621 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,040 shares; 2024Q4: 28,628 shares; 2025Q1: 41,451 shares; 2025Q2: 35,748 shares; 2025Q3: 37,008 shares; 2025Q4: 53,383 shares; 2026Q1: 76,767 shares; 2026Q2: 101,934 shares 101,934 $13.9M 0.04% +25,167 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: 24,947 shares; 2024Q4: 122,509 shares; 2025Q1: 130,779 shares; 2025Q2: 100,771 shares; 2025Q3: 137,988 shares; 2025Q4: 165,895 shares; 2026Q1: 267,651 shares; 2026Q2: 318,494 shares 318,494 $13.9M 0.04% +50,843 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: 48,290 shares; 2024Q4: 49,587 shares; 2025Q1: 40,512 shares; 2025Q2: 62,946 shares; 2025Q3: 77,037 shares; 2025Q4: 90,731 shares; 2026Q1: 87,674 shares; 2026Q2: 78,233 shares 78,233 $13.8M 0.04% -9,441 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 1,867 shares; 2025Q2: 966 shares; 2025Q3: 14,461 shares; 2025Q4: 26,816 shares; 2026Q1: 31,396 shares; 2026Q2: 45,509 shares 45,509 $13.8M 0.04% +14,113 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,605 shares; 2024Q4: 54,074 shares; 2025Q1: 53,879 shares; 2025Q2: 59,905 shares; 2025Q3: 60,908 shares; 2025Q4: 77,028 shares; 2026Q1: 85,023 shares; 2026Q2: 83,687 shares 83,687 $13.8M 0.04% -1,336 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115,252 shares; 2025Q1: 172,356 shares; 2025Q2: 263,378 shares; 2025Q3: 334,554 shares; 2025Q4: 383,406 shares; 2026Q1: 440,502 shares; 2026Q2: 535,206 shares 535,206 $13.8M 0.04% +94,704 Timeline FDNI 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: 247,183 shares; 2024Q4: 247,758 shares; 2025Q1: 252,415 shares; 2025Q2: 261,410 shares; 2025Q3: 262,958 shares; 2025Q4: 289,960 shares; 2026Q1: 677,183 shares; 2026Q2: 538,197 shares 538,197 $13.7M 0.04% -138,986 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,772 shares; 2024Q4: 137,393 shares; 2025Q1: 29,837 shares; 2025Q2: 5,933 shares; 2025Q3: 542,072 shares; 2025Q4: 608,344 shares; 2026Q1: 638,564 shares; 2026Q2: 676,777 shares 676,777 $13.7M 0.04% +38,213 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,439 shares; 2024Q4: 348,733 shares; 2025Q1: 280,494 shares; 2025Q2: 359,311 shares; 2025Q3: 384,072 shares; 2025Q4: 410,553 shares; 2026Q1: 425,934 shares; 2026Q2: 448,050 shares 448,050 $13.7M 0.04% +22,116 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 370,144 shares; 2025Q1: 425,352 shares; 2025Q2: 434,996 shares; 2025Q3: 452,997 shares; 2025Q4: 488,211 shares; 2026Q1: 493,255 shares; 2026Q2: 532,337 shares 532,337 $13.6M 0.04% +39,082 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: 137,839 shares; 2024Q4: 112,341 shares; 2025Q1: 95,369 shares; 2025Q2: 115,897 shares; 2025Q3: 118,606 shares; 2025Q4: 124,990 shares; 2026Q1: 133,724 shares; 2026Q2: 130,892 shares 130,892 $13.6M 0.04% -2,832 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: 23,194 shares; 2025Q1: 68,572 shares; 2025Q2: 88,062 shares; 2025Q3: 95,343 shares; 2025Q4: 104,267 shares; 2026Q1: 121,143 shares; 2026Q2: 117,089 shares 117,089 $13.6M 0.04% -4,054 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,614 shares; 2024Q4: 23,761 shares; 2025Q1: 21,525 shares; 2025Q2: 17,997 shares; 2025Q3: 18,812 shares; 2025Q4: 21,245 shares; 2026Q1: 29,799 shares; 2026Q2: 61,284 shares 61,284 $13.6M 0.04% +31,485 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: 62,169 shares; 2024Q4: 117,328 shares; 2025Q1: 113,752 shares; 2025Q2: 121,329 shares; 2025Q3: 121,797 shares; 2025Q4: 122,516 shares; 2026Q1: 131,722 shares; 2026Q2: 137,666 shares 137,666 $13.5M 0.04% +5,944 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: 278,747 shares; 2024Q4: 525,617 shares; 2025Q1: 614,468 shares; 2025Q2: 692,706 shares; 2025Q3: 754,782 shares; 2025Q4: 726,534 shares; 2026Q1: 740,686 shares; 2026Q2: 689,176 shares 689,176 $13.5M 0.04% -51,510 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: 213,971 shares; 2024Q4: 194,335 shares; 2025Q1: 273,160 shares; 2025Q2: 284,210 shares; 2025Q3: 291,788 shares; 2025Q4: 307,637 shares; 2026Q1: 254,981 shares; 2026Q2: 300,787 shares 300,787 $13.5M 0.04% +45,806 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,327 shares; 2024Q4: 13,957 shares; 2025Q1: 14,989 shares; 2025Q2: 15,130 shares; 2025Q3: 14,295 shares; 2025Q4: 14,880 shares; 2026Q1: 14,705 shares; 2026Q2: 17,696 shares 17,696 $13.4M 0.04% +2,991 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,345 shares; 2024Q4: 368,545 shares; 2025Q1: 379,415 shares; 2025Q2: 414,771 shares; 2025Q3: 454,126 shares; 2025Q4: 485,182 shares; 2026Q1: 486,045 shares; 2026Q2: 523,606 shares 523,606 $13.3M 0.04% +37,561 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,575 shares; 2024Q4: 55,752 shares; 2025Q1: 57,674 shares; 2025Q2: 55,768 shares; 2025Q3: 52,806 shares; 2025Q4: 58,873 shares; 2026Q1: 59,432 shares; 2026Q2: 64,278 shares 64,278 $13.2M 0.04% +4,846 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 919,505 shares; 2026Q1: 120,700 shares; 2026Q2: 152,464 shares 152,464 $13.2M 0.04% +31,764 Timeline JAVA 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: 14,439 shares; 2024Q4: 14,439 shares; 2025Q1: 14,684 shares; 2025Q2: 72,593 shares; 2025Q3: 75,417 shares; 2025Q4: 150,283 shares; 2026Q1: 154,407 shares; 2026Q2: 164,361 shares 164,361 $13.1M 0.04% +9,954 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: 77,092 shares; 2024Q4: 80,164 shares; 2025Q1: 85,714 shares; 2025Q2: 99,351 shares; 2025Q3: 99,318 shares; 2025Q4: 157,673 shares; 2026Q1: 178,749 shares; 2026Q2: 247,052 shares 247,052 $13M 0.04% +68,303 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,659 shares; 2024Q4: 451,740 shares; 2025Q1: 529,192 shares; 2025Q2: 601,372 shares; 2025Q3: 655,520 shares; 2025Q4: 629,235 shares; 2026Q1: 635,427 shares; 2026Q2: 636,190 shares 636,190 $13M 0.04% +763 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,216 shares; 2024Q4: 2,419 shares; 2025Q1: 3,412 shares; 2025Q2: 2,802 shares; 2025Q3: 4,266 shares; 2025Q4: 4,624 shares; 2026Q1: 4,964 shares; 2026Q2: 6,476 shares 6,476 $12.8M 0.04% +1,512 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: 73,503 shares; 2024Q4: 72,882 shares; 2025Q1: 63,031 shares; 2025Q2: 65,223 shares; 2025Q3: 83,249 shares; 2025Q4: 77,691 shares; 2026Q1: 61,946 shares; 2026Q2: 84,145 shares 84,145 $12.8M 0.04% +22,199 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,215 shares; 2024Q4: 179,356 shares; 2025Q1: 203,036 shares; 2025Q2: 230,540 shares; 2025Q3: 267,530 shares; 2025Q4: 315,864 shares; 2026Q1: 323,517 shares; 2026Q2: 321,032 shares 321,032 $12.7M 0.04% -2,485 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 23 shares; 2025Q1: 1,891 shares; 2025Q2: 1,831 shares; 2025Q3: 21,615 shares; 2025Q4: 67,510 shares; 2026Q1: 43,381 shares; 2026Q2: 45,830 shares 45,830 $12.7M 0.04% +2,449 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,645 shares; 2024Q4: 160,088 shares; 2025Q1: 190,719 shares; 2025Q2: 162,256 shares; 2025Q3: 219,520 shares; 2025Q4: 231,690 shares; 2026Q1: 227,070 shares; 2026Q2: 253,065 shares 253,065 $12.6M 0.04% +25,995 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: 322,658 shares; 2024Q4: 583,728 shares; 2025Q1: 674,278 shares; 2025Q2: 740,588 shares; 2025Q3: 801,924 shares; 2025Q4: 760,571 shares; 2026Q1: 679,516 shares; 2026Q2: 644,800 shares 644,800 $12.6M 0.04% -34,716 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,617 shares; 2025Q1: 49,833 shares; 2025Q2: 73,096 shares; 2025Q3: 131,963 shares; 2025Q4: 209,673 shares; 2026Q1: 205,422 shares; 2026Q2: 185,983 shares 185,983 $12.6M 0.04% -19,439 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 110,027 shares; 2025Q2: 206,371 shares; 2025Q3: 231,802 shares; 2025Q4: 304,273 shares; 2026Q1: 322,269 shares; 2026Q2: 365,172 shares 365,172 $12.5M 0.04% +42,903 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: 189,395 shares; 2024Q4: 203,693 shares; 2025Q1: 185,992 shares; 2025Q2: 178,537 shares; 2025Q3: 186,216 shares; 2025Q4: 183,062 shares; 2026Q1: 182,580 shares; 2026Q2: 184,506 shares 184,506 $12.5M 0.04% +1,926 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,019 shares; 2025Q2: 162,879 shares; 2025Q3: 246,981 shares; 2025Q4: 328,186 shares; 2026Q1: 342,981 shares; 2026Q2: 395,134 shares 395,134 $12.4M 0.04% +52,153 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,100 shares; 2024Q4: 16,740 shares; 2025Q1: 16,958 shares; 2025Q2: 16,837 shares; 2025Q3: 19,162 shares; 2025Q4: 19,555 shares; 2026Q1: 17,553 shares; 2026Q2: 105,618 shares 105,618 $12.4M 0.04% +88,065 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,321 shares; 2024Q4: 36,533 shares; 2025Q1: 40,427 shares; 2025Q2: 42,958 shares; 2025Q3: 47,675 shares; 2025Q4: 52,385 shares; 2026Q1: 105,966 shares; 2026Q2: 132,293 shares 132,293 $12.4M 0.04% +26,327 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,385 shares; 2024Q4: 118,922 shares; 2025Q1: 131,691 shares; 2025Q2: 149,989 shares; 2025Q3: 224,439 shares; 2025Q4: 212,450 shares; 2026Q1: 266,874 shares; 2026Q2: 267,010 shares 267,010 $12.3M 0.04% +136 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,833 shares; 2024Q4: 227,423 shares; 2025Q1: 223,506 shares; 2025Q2: 223,496 shares; 2025Q3: 219,259 shares; 2025Q4: 218,454 shares; 2026Q1: 156,200 shares; 2026Q2: 43,398 shares 43,398 $12.3M 0.04% -112,802 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: 4,078 shares; 2024Q4: 4,154 shares; 2025Q1: 4,415 shares; 2025Q2: 69,482 shares; 2025Q3: 74,572 shares; 2025Q4: 115,839 shares; 2026Q1: 134,666 shares; 2026Q2: 133,348 shares 133,348 $12.3M 0.04% -1,318 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: 279,923 shares; 2025Q4: 313,086 shares; 2026Q1: 326,875 shares; 2026Q2: 378,058 shares 378,058 $12.3M 0.04% +51,183 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596,685 shares; 2024Q4: 660,600 shares; 2025Q1: 477,699 shares; 2025Q2: 439,981 shares; 2025Q3: 365,927 shares; 2025Q4: 380,143 shares; 2026Q1: 394,181 shares; 2026Q2: 412,978 shares 412,978 $12.3M 0.04% +18,797 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,590 shares; 2024Q4: 128,940 shares; 2025Q1: 165,679 shares; 2025Q2: 218,162 shares; 2025Q3: 238,762 shares; 2025Q4: 242,488 shares; 2026Q1: 189,148 shares; 2026Q2: 200,437 shares 200,437 $12.3M 0.04% +11,289 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: 155,407 shares; 2024Q4: 486,827 shares; 2025Q1: 469,346 shares; 2025Q2: 460,623 shares; 2025Q3: 457,652 shares; 2025Q4: 446,335 shares; 2026Q1: 406,248 shares; 2026Q2: 416,791 shares 416,791 $12.3M 0.04% +10,543 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: 160,041 shares; 2024Q4: 168,112 shares; 2025Q1: 190,036 shares; 2025Q2: 182,071 shares; 2025Q3: 146,551 shares; 2025Q4: 200,285 shares; 2026Q1: 226,056 shares; 2026Q2: 211,586 shares 211,586 $12.2M 0.04% -14,470 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: 24,821 shares; 2024Q4: 37,705 shares; 2025Q1: 48,372 shares; 2025Q2: 54,821 shares; 2025Q3: 60,370 shares; 2025Q4: 68,163 shares; 2026Q1: 46,853 shares; 2026Q2: 48,670 shares 48,670 $12.1M 0.04% +1,817 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: 293,926 shares; 2024Q4: 303,401 shares; 2025Q1: 265,290 shares; 2025Q2: 270,876 shares; 2025Q3: 291,946 shares; 2025Q4: 420,698 shares; 2026Q1: 379,351 shares; 2026Q2: 374,966 shares 374,966 $12M 0.04% -4,385 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: 50,373 shares; 2024Q4: 53,118 shares; 2025Q1: 55,161 shares; 2025Q2: 58,356 shares; 2025Q3: 54,742 shares; 2025Q4: 59,645 shares; 2026Q1: 67,317 shares; 2026Q2: 54,241 shares 54,241 $12M 0.04% -13,076 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: 55,006 shares; 2024Q4: 110,934 shares; 2025Q1: 112,805 shares; 2025Q2: 127,660 shares; 2025Q3: 161,498 shares; 2025Q4: 184,317 shares; 2026Q1: 196,654 shares; 2026Q2: 228,227 shares 228,227 $12M 0.04% +31,573 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: 85,386 shares; 2024Q4: 86,307 shares; 2025Q1: 77,088 shares; 2025Q2: 68,283 shares; 2025Q3: 72,639 shares; 2025Q4: 75,540 shares; 2026Q1: 75,954 shares; 2026Q2: 76,213 shares 76,213 $11.9M 0.04% +259 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,311 shares; 2024Q4: 102,764 shares; 2025Q1: 93,505 shares; 2025Q2: 90,732 shares; 2025Q3: 103,987 shares; 2025Q4: 108,188 shares; 2026Q1: 148,191 shares; 2026Q2: 147,211 shares 147,211 $11.9M 0.04% -980 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,009 shares; 2024Q4: 26,091 shares; 2025Q1: 28,152 shares; 2025Q2: 28,123 shares; 2025Q3: 31,666 shares; 2025Q4: 34,261 shares; 2026Q1: 38,693 shares; 2026Q2: 49,772 shares 49,772 $11.8M 0.04% +11,079 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,053 shares; 2024Q4: 71,998 shares; 2025Q1: 54,642 shares; 2025Q2: 76,540 shares; 2025Q3: 65,760 shares; 2025Q4: 47,934 shares; 2026Q1: 69,817 shares; 2026Q2: 80,827 shares 80,827 $11.8M 0.04% +11,010 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,149 shares; 2024Q4: 10,291 shares; 2025Q1: 8,312 shares; 2025Q2: 8,865 shares; 2025Q3: 10,058 shares; 2025Q4: 17,648 shares; 2026Q1: 26,383 shares; 2026Q2: 23,195 shares 23,195 $11.8M 0.04% -3,188 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER 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: 15,573 shares; 2025Q3: 16,913 shares; 2025Q4: 18,257 shares; 2026Q1: 234,956 shares; 2026Q2: 285,103 shares 285,103 $11.8M 0.04% +50,147 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,477 shares; 2024Q4: 91,813 shares; 2025Q1: 94,324 shares; 2025Q2: 94,296 shares; 2025Q3: 102,944 shares; 2025Q4: 122,549 shares; 2026Q1: 131,337 shares; 2026Q2: 143,478 shares 143,478 $11.8M 0.04% +12,141 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,886 shares; 2024Q4: 217,763 shares; 2025Q1: 215,689 shares; 2025Q2: 124,743 shares; 2025Q3: 126,228 shares; 2025Q4: 138,854 shares; 2026Q1: 148,380 shares; 2026Q2: 157,048 shares 157,048 $11.8M 0.04% +8,668 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,423 shares; 2024Q4: 56,062 shares; 2025Q1: 63,721 shares; 2025Q2: 108,572 shares; 2025Q3: 124,905 shares; 2025Q4: 124,348 shares; 2026Q1: 70,250 shares; 2026Q2: 104,819 shares 104,819 $11.7M 0.03% +34,569 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: 214,700 shares; 2024Q4: 214,199 shares; 2025Q1: 137,604 shares; 2025Q2: 172,246 shares; 2025Q3: 257,142 shares; 2025Q4: 229,665 shares; 2026Q1: 208,033 shares; 2026Q2: 203,082 shares 203,082 $11.7M 0.03% -4,951 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,111 shares; 2026Q1: 113,797 shares; 2026Q2: 131,823 shares 131,823 $11.7M 0.03% +18,026 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: 317,208 shares; 2024Q4: 324,966 shares; 2025Q1: 336,467 shares; 2025Q2: 363,924 shares; 2025Q3: 366,879 shares; 2025Q4: 373,241 shares; 2026Q1: 81,820 shares; 2026Q2: 76,722 shares 76,722 $11.7M 0.03% -5,098 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: 169,984 shares; 2024Q4: 198,656 shares; 2025Q1: 217,620 shares; 2025Q2: 136,203 shares; 2025Q3: 201,108 shares; 2025Q4: 209,321 shares; 2026Q1: 183,368 shares; 2026Q2: 148,741 shares 148,741 $11.6M 0.03% -34,627 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: 75,717 shares; 2024Q4: 77,463 shares; 2025Q1: 77,552 shares; 2025Q2: 77,878 shares; 2025Q3: 81,831 shares; 2025Q4: 78,901 shares; 2026Q1: 75,545 shares; 2026Q2: 74,144 shares 74,144 $11.6M 0.03% -1,401 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,696 shares; 2024Q4: 13,502 shares; 2025Q1: 45,126 shares; 2025Q2: 48,982 shares; 2025Q3: 44,975 shares; 2025Q4: 58,749 shares; 2026Q1: 45,821 shares; 2026Q2: 123,939 shares 123,939 $11.6M 0.03% +78,118 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: 62,059 shares; 2024Q4: 62,138 shares; 2025Q1: 62,497 shares; 2025Q2: 180,685 shares; 2025Q3: 264,584 shares; 2025Q4: 263,881 shares; 2026Q1: 267,486 shares; 2026Q2: 266,466 shares 266,466 $11.5M 0.03% -1,020 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: 463,929 shares; 2024Q4: 415,675 shares; 2025Q1: 206,808 shares; 2025Q2: 220,005 shares; 2025Q3: 209,684 shares; 2025Q4: 235,986 shares; 2026Q1: 222,662 shares; 2026Q2: 132,273 shares 132,273 $11.4M 0.03% -90,389 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: 70,297 shares; 2024Q4: 72,613 shares; 2025Q1: 85,020 shares; 2025Q2: 89,066 shares; 2025Q3: 128,936 shares; 2025Q4: 264,933 shares; 2026Q1: 280,099 shares; 2026Q2: 276,967 shares 276,967 $11.4M 0.03% -3,132 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,897 shares; 2024Q4: 19,204 shares; 2025Q1: 22,336 shares; 2025Q2: 22,780 shares; 2025Q3: 40,894 shares; 2025Q4: 58,181 shares; 2026Q1: 52,048 shares; 2026Q2: 87,430 shares 87,430 $11.3M 0.03% +35,382 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: 24,882 shares; 2024Q4: 27,580 shares; 2025Q1: 27,148 shares; 2025Q2: 66,641 shares; 2025Q3: 80,438 shares; 2025Q4: 69,664 shares; 2026Q1: 83,500 shares; 2026Q2: 79,874 shares 79,874 $11.3M 0.03% -3,626 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,526 shares; 2024Q4: 1,526 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 175,412 shares; 2026Q2: 210,330 shares 210,330 $11.3M 0.03% +34,918 Timeline GTO 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: 106,121 shares; 2024Q4: 112,631 shares; 2025Q1: 116,522 shares; 2025Q2: 116,242 shares; 2025Q3: 186,806 shares; 2025Q4: 214,035 shares; 2026Q1: 234,948 shares; 2026Q2: 241,027 shares 241,027 $11.3M 0.03% +6,079 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,894 shares; 2024Q4: 11,257 shares; 2025Q1: 11,531 shares; 2025Q2: 11,547 shares; 2025Q3: 13,520 shares; 2025Q4: 67,017 shares; 2026Q1: 112,088 shares; 2026Q2: 160,994 shares 160,994 $11.3M 0.03% +48,906 Timeline RSPN 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: 283,313 shares; 2024Q4: 283,842 shares; 2025Q1: 275,714 shares; 2025Q2: 256,114 shares; 2025Q3: 257,564 shares; 2025Q4: 253,868 shares; 2026Q1: 173,624 shares; 2026Q2: 175,472 shares 175,472 $11.2M 0.03% +1,848 Timeline ENDW 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: 335,462 shares; 2025Q3: 335,580 shares; 2025Q4: 335,912 shares; 2026Q1: 336,531 shares; 2026Q2: 335,440 shares 335,440 $11.2M 0.03% -1,091 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,715 shares; 2024Q4: 18,311 shares; 2025Q1: 21,790 shares; 2025Q2: 22,826 shares; 2025Q3: 23,828 shares; 2025Q4: 44,675 shares; 2026Q1: 30,365 shares; 2026Q2: 35,598 shares 35,598 $11.2M 0.03% +5,233 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364 shares; 2024Q4: 54 shares; 2025Q1: 21,310 shares; 2025Q2: 43,241 shares; 2025Q3: 24,461 shares; 2025Q4: 34,257 shares; 2026Q1: 47,855 shares; 2026Q2: 97,981 shares 97,981 $11.2M 0.03% +50,126 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,953 shares; 2024Q4: 11,451 shares; 2025Q1: 15,631 shares; 2025Q2: 17,472 shares; 2025Q3: 15,435 shares; 2025Q4: 13,134 shares; 2026Q1: 17,086 shares; 2026Q2: 28,305 shares 28,305 $11.2M 0.03% +11,219 Timeline ECVT ECOVYST INC More: the full row for ECOVYST 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: 895,364 shares; 2026Q1: 895,364 shares; 2026Q2: 895,435 shares 895,435 $11.1M 0.03% +71 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,014 shares; 2026Q1: 233,646 shares; 2026Q2: 265,483 shares 265,483 $11.1M 0.03% +31,837 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: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 963 shares; 2026Q1: 1,063 shares; 2026Q2: 129,594 shares 129,594 $11.1M 0.03% +128,531 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: 101,375 shares; 2024Q4: 104,594 shares; 2025Q1: 104,732 shares; 2025Q2: 112,710 shares; 2025Q3: 101,303 shares; 2025Q4: 111,171 shares; 2026Q1: 109,422 shares; 2026Q2: 108,313 shares 108,313 $11.1M 0.03% -1,109 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,818 shares; 2024Q4: 66,660 shares; 2025Q1: 63,441 shares; 2025Q2: 90,850 shares; 2025Q3: 92,782 shares; 2025Q4: 96,046 shares; 2026Q1: 95,440 shares; 2026Q2: 75,558 shares 75,558 $11.1M 0.03% -19,882 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: 73,122 shares; 2024Q4: 86,253 shares; 2025Q1: 94,075 shares; 2025Q2: 75,070 shares; 2025Q3: 87,018 shares; 2025Q4: 106,482 shares; 2026Q1: 90,619 shares; 2026Q2: 93,282 shares 93,282 $11M 0.03% +2,663 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: 95,956 shares; 2024Q4: 179,357 shares; 2025Q1: 262,844 shares; 2025Q2: 251,548 shares; 2025Q3: 256,719 shares; 2025Q4: 214,441 shares; 2026Q1: 205,267 shares; 2026Q2: 216,737 shares 216,737 $10.9M 0.03% +11,470 Timeline DGCB 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: 773,556 shares; 2024Q4: 725,258 shares; 2025Q1: 337,182 shares; 2025Q2: 269,542 shares; 2025Q3: 238,145 shares; 2025Q4: 186,497 shares; 2026Q1: 187,982 shares; 2026Q2: 199,814 shares 199,814 $10.9M 0.03% +11,832 Timeline PTMC 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: 131,015 shares; 2024Q4: 135,281 shares; 2025Q1: 132,268 shares; 2025Q2: 256,104 shares; 2025Q3: 250,044 shares; 2025Q4: 252,625 shares; 2026Q1: 263,828 shares; 2026Q2: 260,944 shares 260,944 $10.9M 0.03% -2,884 Timeline AVUQ 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: 122,094 shares; 2026Q2: 164,235 shares 164,235 $10.8M 0.03% +42,141 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,293 shares; 2024Q4: 131,480 shares; 2025Q1: 165,183 shares; 2025Q2: 47,486 shares; 2025Q3: 386,300 shares; 2025Q4: 426,212 shares; 2026Q1: 454,037 shares; 2026Q2: 499,976 shares 499,976 $10.8M 0.03% +45,939 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,906 shares; 2024Q4: 85,207 shares; 2025Q1: 99,330 shares; 2025Q2: 177,883 shares; 2025Q3: 243,155 shares; 2025Q4: 359,700 shares; 2026Q1: 400,168 shares; 2026Q2: 485,321 shares 485,321 $10.8M 0.03% +85,153 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,483 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275,933 shares 275,933 $10.8M 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,429 shares; 2024Q4: 13,303 shares; 2025Q1: 12,017 shares; 2025Q2: 16,492 shares; 2025Q3: 13,626 shares; 2025Q4: 17,839 shares; 2026Q1: 19,730 shares; 2026Q2: 34,354 shares 34,354 $10.8M 0.03% +14,624 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,137 shares; 2024Q4: 40,874 shares; 2025Q1: 34,574 shares; 2025Q2: 66,253 shares; 2025Q3: 66,016 shares; 2025Q4: 66,430 shares; 2026Q1: 92,615 shares; 2026Q2: 109,197 shares 109,197 $10.7M 0.03% +16,582 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,855 shares; 2024Q4: 91,334 shares; 2025Q1: 126,183 shares; 2025Q2: 133,636 shares; 2025Q3: 162,134 shares; 2025Q4: 166,341 shares; 2026Q1: 163,821 shares; 2026Q2: 171,838 shares 171,838 $10.6M 0.03% +8,017 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,867 shares; 2024Q4: 77,365 shares; 2025Q1: 76,640 shares; 2025Q2: 79,981 shares; 2025Q3: 78,361 shares; 2025Q4: 91,211 shares; 2026Q1: 92,316 shares; 2026Q2: 100,098 shares 100,098 $10.6M 0.03% +7,782 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,636 shares; 2024Q4: 487,401 shares; 2025Q1: 449,882 shares; 2025Q2: 440,250 shares; 2025Q3: 412,175 shares; 2025Q4: 345,938 shares; 2026Q1: 469,089 shares; 2026Q2: 433,058 shares 433,058 $10.6M 0.03% -36,031 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,958 shares; 2024Q4: 27,604 shares; 2025Q1: 28,646 shares; 2025Q2: 29,690 shares; 2025Q3: 21,510 shares; 2025Q4: 83,526 shares; 2026Q1: 49,685 shares; 2026Q2: 49,659 shares 49,659 $10.6M 0.03% -26 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,838 shares; 2024Q4: 41,299 shares; 2025Q1: 43,479 shares; 2025Q2: 7,352 shares; 2025Q3: 420,862 shares; 2025Q4: 469,189 shares; 2026Q1: 500,133 shares; 2026Q2: 540,886 shares 540,886 $10.6M 0.03% +40,753 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,497 shares; 2024Q4: 52,259 shares; 2025Q1: 53,634 shares; 2025Q2: 58,364 shares; 2025Q3: 90,594 shares; 2025Q4: 90,468 shares; 2026Q1: 90,700 shares; 2026Q2: 90,473 shares 90,473 $10.6M 0.03% -227 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: 11,047 shares; 2024Q4: 11,555 shares; 2025Q1: 4,977 shares; 2025Q2: 30,205 shares; 2025Q3: 40,025 shares; 2025Q4: 43,073 shares; 2026Q1: 52,820 shares; 2026Q2: 59,745 shares 59,745 $10.6M 0.03% +6,925 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: 62,959 shares; 2024Q4: 71,614 shares; 2025Q1: 67,133 shares; 2025Q2: 80,269 shares; 2025Q3: 84,804 shares; 2025Q4: 88,186 shares; 2026Q1: 84,951 shares; 2026Q2: 102,299 shares 102,299 $10.5M 0.03% +17,348 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: 42,312 shares; 2024Q4: 43,674 shares; 2025Q1: 41,850 shares; 2025Q2: 46,150 shares; 2025Q3: 65,117 shares; 2025Q4: 47,412 shares; 2026Q1: 35,018 shares; 2026Q2: 36,762 shares 36,762 $10.5M 0.03% +1,744 Timeline GOEX 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: 106,932 shares; 2025Q3: 109,190 shares; 2025Q4: 136,831 shares; 2026Q1: 147,094 shares; 2026Q2: 151,159 shares 151,159 $10.4M 0.03% +4,065 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,764 shares; 2024Q4: 26,610 shares; 2025Q1: 26,585 shares; 2025Q2: 28,137 shares; 2025Q3: 154,564 shares; 2025Q4: 151,110 shares; 2026Q1: 45,967 shares; 2026Q2: 43,049 shares 43,049 $10.4M 0.03% -2,918 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,661 shares; 2024Q4: 56,790 shares; 2025Q1: 54,299 shares; 2025Q2: 63,742 shares; 2025Q3: 49,498 shares; 2025Q4: 271,625 shares; 2026Q1: 270,047 shares; 2026Q2: 54,764 shares 54,764 $10.4M 0.03% -215,283 Timeline