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: 7,559,504 shares; 2024Q4: 7,571,579 shares; 2025Q1: 7,167,986 shares; 2025Q2: 5,775,966 shares; 2025Q3: 5,944,567 shares; 2025Q4: 6,123,760 shares; 2026Q1: 7,148,887 shares; 2026Q2: 10,309,495 shares 10,309,495 $906M 7.65% +3,160,608 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: 8,539,338 shares; 2024Q4: 7,715,329 shares; 2025Q1: 7,704,818 shares; 2025Q2: 6,718,717 shares; 2025Q3: 6,667,205 shares; 2025Q4: 6,860,453 shares; 2026Q1: 7,590,426 shares; 2026Q2: 8,476,864 shares 8,476,864 $391M 3.3% +886,438 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: 3,649,548 shares; 2024Q4: 3,627,756 shares; 2025Q1: 3,655,302 shares; 2025Q2: 3,559,166 shares; 2025Q3: 4,165,601 shares; 2025Q4: 4,300,287 shares; 2026Q1: 3,785,256 shares; 2026Q2: 3,957,034 shares 3,957,034 $269M 2.27% +171,778 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: 2,158,425 shares; 2024Q4: 8,219,837 shares; 2025Q1: 8,301,684 shares; 2025Q2: 7,265,280 shares; 2025Q3: 7,393,016 shares; 2025Q4: 7,168,249 shares; 2026Q1: 7,482,295 shares; 2026Q2: 7,776,295 shares 7,776,295 $263M 2.22% +294,000 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531,792 shares; 2024Q4: 3,138,227 shares; 2025Q1: 3,529,903 shares; 2025Q2: 3,767,059 shares; 2025Q3: 3,994,457 shares; 2025Q4: 4,339,915 shares; 2026Q1: 4,423,579 shares; 2026Q2: 4,562,729 shares 4,562,729 $236M 1.99% +139,150 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: 3,136,038 shares; 2024Q4: 3,262,620 shares; 2025Q1: 3,610,733 shares; 2025Q2: 3,523,004 shares; 2025Q3: 3,604,495 shares; 2025Q4: 3,939,898 shares; 2026Q1: 4,033,269 shares; 2026Q2: 4,246,503 shares 4,246,503 $188M 1.59% +213,234 Timeline DFSD 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: 2,391,290 shares; 2024Q4: 2,712,839 shares; 2025Q1: 2,917,879 shares; 2025Q2: 3,068,288 shares; 2025Q3: 3,235,923 shares; 2025Q4: 3,557,393 shares; 2026Q1: 3,699,843 shares; 2026Q2: 3,880,784 shares 3,880,784 $185M 1.56% +180,941 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: 1,642,972 shares; 2024Q4: 1,684,673 shares; 2025Q1: 1,546,538 shares; 2025Q2: 1,543,909 shares; 2025Q3: 1,583,829 shares; 2025Q4: 1,635,774 shares; 2026Q1: 1,778,596 shares; 2026Q2: 1,892,523 shares 1,892,523 $179M 1.51% +113,927 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686,330 shares; 2024Q4: 650,497 shares; 2025Q1: 635,261 shares; 2025Q2: 584,293 shares; 2025Q3: 596,489 shares; 2025Q4: 598,915 shares; 2026Q1: 610,187 shares; 2026Q2: 617,608 shares 617,608 $179M 1.51% +7,421 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: 445,878 shares; 2024Q4: 442,029 shares; 2025Q1: 660,120 shares; 2025Q2: 688,175 shares; 2025Q3: 718,063 shares; 2025Q4: 989,897 shares; 2026Q1: 965,589 shares; 2026Q2: 758,206 shares 758,206 $172M 1.45% -207,383 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: 1,024,870 shares; 2024Q4: 1,154,236 shares; 2025Q1: 1,269,371 shares; 2025Q2: 1,329,244 shares; 2025Q3: 1,432,496 shares; 2025Q4: 1,552,324 shares; 2026Q1: 1,750,925 shares; 2026Q2: 1,835,711 shares 1,835,711 $169M 1.43% +84,786 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: 218,859 shares; 2024Q4: 218,432 shares; 2025Q1: 212,110 shares; 2025Q2: 215,681 shares; 2025Q3: 219,553 shares; 2025Q4: 208,317 shares; 2026Q1: 221,711 shares; 2026Q2: 220,668 shares 220,668 $165M 1.4% -1,043 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: 3,926,072 shares; 2026Q2: 4,167,088 shares 4,167,088 $153M 1.29% +241,016 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,429,125 shares; 2024Q4: 2,634,017 shares; 2025Q1: 2,686,620 shares; 2025Q2: 2,712,518 shares; 2025Q3: 2,892,273 shares; 2025Q4: 3,229,584 shares; 2026Q1: 3,337,866 shares; 2026Q2: 3,476,475 shares 3,476,475 $147M 1.24% +138,609 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: 200,324 shares; 2024Q4: 210,234 shares; 2025Q1: 208,118 shares; 2025Q2: 220,173 shares; 2025Q3: 269,909 shares; 2025Q4: 2,245,195 shares; 2026Q1: 1,888,950 shares; 2026Q2: 1,374,387 shares 1,374,387 $133M 1.12% -514,563 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: 312,240 shares; 2024Q4: 309,232 shares; 2025Q1: 302,983 shares; 2025Q2: 295,594 shares; 2025Q3: 295,680 shares; 2025Q4: 289,976 shares; 2026Q1: 229,422 shares; 2026Q2: 182,723 shares 182,723 $125M 1.06% -46,699 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,335 shares; 2024Q4: 457,858 shares; 2025Q1: 475,495 shares; 2025Q2: 479,859 shares; 2025Q3: 494,053 shares; 2025Q4: 520,300 shares; 2026Q1: 3,997,338 shares; 2026Q2: 4,403,524 shares 4,403,524 $125M 1.06% +406,186 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: 442,256 shares; 2024Q4: 386,933 shares; 2025Q1: 394,972 shares; 2025Q2: 533,752 shares; 2025Q3: 563,208 shares; 2025Q4: 549,743 shares; 2026Q1: 561,643 shares; 2026Q2: 599,800 shares 599,800 $120M 1.01% +38,157 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150,453 shares; 2025Q3: 2,112,531 shares; 2025Q4: 2,230,296 shares; 2026Q1: 2,674,692 shares; 2026Q2: 2,202,045 shares 2,202,045 $116M 0.98% -472,647 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: 1,398,989 shares; 2024Q4: 1,618,847 shares; 2025Q1: 1,727,712 shares; 2025Q2: 1,864,210 shares; 2025Q3: 1,853,343 shares; 2025Q4: 1,930,327 shares; 2026Q1: 2,153,555 shares; 2026Q2: 2,289,562 shares 2,289,562 $116M 0.98% +136,007 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: 2,427,194 shares; 2024Q4: 2,528,496 shares; 2025Q1: 2,523,946 shares; 2025Q2: 2,585,003 shares; 2025Q3: 2,663,857 shares; 2025Q4: 2,707,178 shares; 2026Q1: 2,741,547 shares; 2026Q2: 2,752,464 shares 2,752,464 $114M 0.96% +10,917 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: 125,167 shares; 2024Q4: 299,424 shares; 2025Q1: 296,646 shares; 2025Q2: 268,537 shares; 2025Q3: 270,886 shares; 2025Q4: 402,995 shares; 2026Q1: 422,147 shares; 2026Q2: 328,191 shares 328,191 $113M 0.95% -93,956 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: 487,965 shares; 2024Q4: 491,458 shares; 2025Q1: 500,516 shares; 2025Q2: 517,714 shares; 2025Q3: 516,290 shares; 2025Q4: 529,316 shares; 2026Q1: 519,204 shares; 2026Q2: 646,457 shares 646,457 $101M 0.86% +127,253 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328,306 shares; 2025Q3: 766,290 shares; 2025Q4: 1,121,664 shares; 2026Q1: 1,342,354 shares; 2026Q2: 1,566,892 shares 1,566,892 $97.3M 0.82% +224,538 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: 810,380 shares; 2024Q4: 797,590 shares; 2025Q1: 670,962 shares; 2025Q2: 647,233 shares; 2025Q3: 747,406 shares; 2025Q4: 773,469 shares; 2026Q1: 842,713 shares; 2026Q2: 895,982 shares 895,982 $96.4M 0.81% +53,269 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: 760,097 shares; 2024Q4: 761,162 shares; 2025Q1: 763,649 shares; 2025Q2: 694,413 shares; 2025Q3: 676,832 shares; 2025Q4: 650,625 shares; 2026Q1: 639,363 shares; 2026Q2: 649,813 shares 649,813 $92.2M 0.78% +10,450 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: 268,484 shares; 2024Q4: 257,504 shares; 2025Q1: 260,212 shares; 2025Q2: 248,111 shares; 2025Q3: 247,662 shares; 2025Q4: 257,812 shares; 2026Q1: 238,840 shares; 2026Q2: 236,371 shares 236,371 $88.2M 0.74% -2,469 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: 372,440 shares; 2024Q4: 337,142 shares; 2025Q1: 324,954 shares; 2025Q2: 330,042 shares; 2025Q3: 326,030 shares; 2025Q4: 334,811 shares; 2026Q1: 339,349 shares; 2026Q2: 358,850 shares 358,850 $85.5M 0.72% +19,501 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: 191,830 shares; 2024Q4: 194,228 shares; 2025Q1: 180,813 shares; 2025Q2: 180,110 shares; 2025Q3: 200,532 shares; 2025Q4: 192,215 shares; 2026Q1: 195,878 shares; 2026Q2: 224,961 shares 224,961 $83.2M 0.7% +29,083 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: 271,488 shares; 2024Q4: 250,793 shares; 2025Q1: 238,283 shares; 2025Q2: 205,530 shares; 2025Q3: 203,559 shares; 2025Q4: 204,664 shares; 2026Q1: 214,794 shares; 2026Q2: 232,907 shares 232,907 $83.2M 0.7% +18,113 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: 1,687,423 shares; 2024Q4: 1,843,645 shares; 2025Q1: 1,895,937 shares; 2025Q2: 1,912,479 shares; 2025Q3: 1,928,952 shares; 2025Q4: 2,047,476 shares; 2026Q1: 2,074,009 shares; 2026Q2: 2,176,295 shares 2,176,295 $81.1M 0.68% +102,286 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,418,492 shares; 2025Q2: 1,738,891 shares; 2025Q3: 1,830,103 shares; 2025Q4: 1,550,026 shares; 2026Q1: 1,542,545 shares; 2026Q2: 1,714,557 shares 1,714,557 $78.1M 0.66% +172,012 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: 2,584,467 shares; 2024Q4: 2,401,537 shares; 2025Q1: 1,808,968 shares; 2025Q2: 2,479,502 shares; 2025Q3: 2,197,977 shares; 2025Q4: 1,899,685 shares; 2026Q1: 1,921,972 shares; 2026Q2: 1,016,945 shares 1,016,945 $77.8M 0.66% -905,027 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: 1,463,092 shares; 2026Q2: 1,484,085 shares 1,484,085 $74.8M 0.63% +20,993 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,931 shares; 2025Q2: 4,748 shares; 2025Q3: 503,071 shares; 2025Q4: 548,690 shares; 2026Q1: 982,367 shares; 2026Q2: 1,230,452 shares 1,230,452 $73.5M 0.62% +248,085 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: 769,086 shares; 2024Q4: 781,251 shares; 2025Q1: 796,103 shares; 2025Q2: 792,147 shares; 2025Q3: 789,012 shares; 2025Q4: 796,404 shares; 2026Q1: 731,705 shares; 2026Q2: 753,813 shares 753,813 $72.8M 0.61% +22,108 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: 1,164,059 shares; 2024Q4: 1,149,114 shares; 2025Q1: 1,171,526 shares; 2025Q2: 1,177,584 shares; 2025Q3: 1,354,698 shares; 2025Q4: 1,411,058 shares; 2026Q1: 1,396,637 shares; 2026Q2: 1,340,343 shares 1,340,343 $70.2M 0.59% -56,294 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: 2,408,810 shares 2,408,810 $67.6M 0.57% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322,512 shares; 2025Q3: 779,233 shares; 2025Q4: 1,217,279 shares; 2026Q1: 1,418,041 shares; 2026Q2: 1,667,208 shares 1,667,208 $66.9M 0.56% +249,167 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: 487,462 shares; 2024Q4: 836,425 shares; 2025Q1: 1,232,313 shares; 2025Q2: 1,129,678 shares; 2025Q3: 1,362,418 shares; 2025Q4: 1,358,533 shares; 2026Q1: 843,846 shares; 2026Q2: 877,484 shares 877,484 $66.3M 0.56% +33,638 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744,603 shares; 2024Q4: 772,214 shares; 2025Q1: 749,717 shares; 2025Q2: 580,538 shares; 2025Q3: 506,334 shares; 2025Q4: 487,973 shares; 2026Q1: 487,207 shares; 2026Q2: 496,521 shares 496,521 $63.6M 0.54% +9,314 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: 1,204,924 shares 1,204,924 $60.6M 0.51% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255,594 shares; 2024Q4: 1,402,046 shares; 2025Q1: 824,066 shares; 2025Q2: 753,931 shares; 2025Q3: 194,570 shares; 2025Q4: 185,598 shares; 2026Q1: 177,618 shares; 2026Q2: 486,226 shares 486,226 $60.5M 0.51% +308,608 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: 133,267 shares; 2024Q4: 127,307 shares; 2025Q1: 272,016 shares; 2025Q2: 352,669 shares; 2025Q3: 542,764 shares; 2025Q4: 556,996 shares; 2026Q1: 163,435 shares; 2026Q2: 163,230 shares 163,230 $59.7M 0.5% -205 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: 356,451 shares; 2024Q4: 356,453 shares; 2025Q1: 378,114 shares; 2025Q2: 370,384 shares; 2025Q3: 540,637 shares; 2025Q4: 577,158 shares; 2026Q1: 667,292 shares; 2026Q2: 714,695 shares 714,695 $52.5M 0.44% +47,403 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: 250,152 shares; 2024Q4: 281,554 shares; 2025Q1: 286,924 shares; 2025Q2: 291,717 shares; 2025Q3: 292,529 shares; 2025Q4: 286,617 shares; 2026Q1: 357,210 shares; 2026Q2: 436,836 shares 436,836 $51.3M 0.43% +79,626 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: 652,040 shares; 2024Q4: 552,826 shares; 2025Q1: 494,233 shares; 2025Q2: 442,922 shares; 2025Q3: 420,999 shares; 2025Q4: 381,331 shares; 2026Q1: 391,098 shares; 2026Q2: 371,331 shares 371,331 $51.1M 0.43% -19,767 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: 1,077,455 shares; 2024Q4: 1,046,851 shares; 2025Q1: 1,156,581 shares; 2025Q2: 1,103,395 shares; 2025Q3: 1,034,433 shares; 2025Q4: 650,190 shares; 2026Q1: 691,130 shares; 2026Q2: 232,612 shares 232,612 $51M 0.43% -458,518 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: 498,520 shares; 2024Q4: 503,275 shares; 2025Q1: 518,603 shares; 2025Q2: 517,188 shares; 2025Q3: 511,036 shares; 2025Q4: 509,361 shares; 2026Q1: 509,821 shares; 2026Q2: 514,236 shares 514,236 $49.2M 0.42% +4,415 Timeline GSIE 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: 879,278 shares; 2024Q4: 935,949 shares; 2025Q1: 946,520 shares; 2025Q2: 1,010,547 shares; 2025Q3: 1,001,822 shares; 2025Q4: 993,660 shares; 2026Q1: 1,007,630 shares; 2026Q2: 1,001,766 shares 1,001,766 $45.8M 0.39% -5,864 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: 67,453 shares; 2024Q4: 62,089 shares; 2025Q1: 57,359 shares; 2025Q2: 64,154 shares; 2025Q3: 61,760 shares; 2025Q4: 57,698 shares; 2026Q1: 57,733 shares; 2026Q2: 61,065 shares 61,065 $45.6M 0.39% +3,332 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: 465,859 shares; 2024Q4: 588,153 shares; 2025Q1: 803,154 shares; 2025Q2: 888,534 shares; 2025Q3: 1,007,054 shares; 2025Q4: 1,370,816 shares; 2026Q1: 1,571,471 shares; 2026Q2: 1,718,818 shares 1,718,818 $45.6M 0.38% +147,347 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: 939,770 shares; 2024Q4: 979,484 shares; 2025Q1: 1,026,009 shares; 2025Q2: 1,008,797 shares; 2025Q3: 1,008,134 shares; 2025Q4: 1,064,286 shares; 2026Q1: 1,081,245 shares; 2026Q2: 1,114,346 shares 1,114,346 $45.3M 0.38% +33,101 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 759,985 shares; 2025Q3: 902,882 shares; 2025Q4: 877,336 shares; 2026Q1: 889,486 shares; 2026Q2: 887,331 shares 887,331 $45M 0.38% -2,155 Timeline DCOR 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: 169,603 shares; 2024Q4: 252,171 shares; 2025Q1: 304,846 shares; 2025Q2: 430,932 shares; 2025Q3: 432,441 shares; 2025Q4: 482,892 shares; 2026Q1: 516,956 shares; 2026Q2: 540,704 shares 540,704 $44.3M 0.37% +23,748 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: 714,361 shares; 2024Q4: 657,463 shares; 2025Q1: 656,978 shares; 2025Q2: 588,846 shares; 2025Q3: 299,547 shares; 2025Q4: 223,700 shares; 2026Q1: 176,788 shares; 2026Q2: 173,863 shares 173,863 $43.9M 0.37% -2,925 Timeline DFAE 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: 687,683 shares; 2024Q4: 803,080 shares; 2025Q1: 854,312 shares; 2025Q2: 926,209 shares; 2025Q3: 977,983 shares; 2025Q4: 1,038,772 shares; 2026Q1: 1,049,627 shares; 2026Q2: 1,055,561 shares 1,055,561 $42.4M 0.36% +5,934 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: 46,544 shares; 2024Q4: 46,953 shares; 2025Q1: 42,505 shares; 2025Q2: 68,928 shares; 2025Q3: 63,142 shares; 2025Q4: 54,424 shares; 2026Q1: 56,269 shares; 2026Q2: 57,508 shares 57,508 $42.3M 0.36% +1,239 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: 419,165 shares; 2024Q4: 436,357 shares; 2025Q1: 426,121 shares; 2025Q2: 553,919 shares; 2025Q3: 558,418 shares; 2025Q4: 578,623 shares; 2026Q1: 744,427 shares; 2026Q2: 782,447 shares 782,447 $40.2M 0.34% +38,020 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: 79,024 shares; 2024Q4: 77,151 shares; 2025Q1: 80,451 shares; 2025Q2: 97,804 shares; 2025Q3: 102,107 shares; 2025Q4: 65,331 shares; 2026Q1: 83,985 shares; 2026Q2: 66,510 shares 66,510 $38.6M 0.33% -17,475 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: 141,738 shares; 2024Q4: 143,817 shares; 2025Q1: 134,427 shares; 2025Q2: 111,395 shares; 2025Q3: 110,277 shares; 2025Q4: 112,865 shares; 2026Q1: 108,507 shares; 2026Q2: 115,785 shares 115,785 $37.9M 0.32% +7,278 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: 1,308,301 shares; 2024Q4: 1,188,598 shares; 2025Q1: 1,115,004 shares; 2025Q2: 1,008,565 shares; 2025Q3: 980,403 shares; 2025Q4: 942,832 shares; 2026Q1: 919,939 shares; 2026Q2: 903,486 shares 903,486 $37.7M 0.32% -16,453 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: 248,289 shares; 2024Q4: 318,168 shares; 2025Q1: 363,662 shares; 2025Q2: 370,962 shares; 2025Q3: 321,909 shares; 2025Q4: 356,236 shares; 2026Q1: 373,790 shares; 2026Q2: 387,390 shares 387,390 $37.5M 0.32% +13,600 Timeline DFLV 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: 1,190,920 shares; 2024Q4: 1,073,782 shares; 2025Q1: 939,074 shares; 2025Q2: 906,069 shares; 2025Q3: 934,431 shares; 2025Q4: 935,581 shares; 2026Q1: 936,769 shares; 2026Q2: 923,950 shares 923,950 $36.5M 0.31% -12,819 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732,705 shares; 2024Q4: 744,752 shares; 2025Q1: 755,731 shares; 2025Q2: 757,588 shares; 2025Q3: 703,963 shares; 2025Q4: 702,670 shares; 2026Q1: 609,980 shares; 2026Q2: 611,866 shares 611,866 $36.1M 0.31% +1,886 Timeline HYS 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: 168,820 shares; 2024Q4: 173,695 shares; 2025Q1: 180,698 shares; 2025Q2: 216,890 shares; 2025Q3: 254,681 shares; 2025Q4: 288,227 shares; 2026Q1: 354,526 shares; 2026Q2: 380,042 shares 380,042 $35.5M 0.3% +25,516 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: 356,038 shares; 2024Q4: 303,916 shares; 2025Q1: 354,584 shares; 2025Q2: 316,214 shares; 2025Q3: 281,124 shares; 2025Q4: 361,067 shares; 2026Q1: 457,355 shares; 2026Q2: 423,638 shares 423,638 $35.1M 0.3% -33,717 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: 126,226 shares; 2024Q4: 115,743 shares; 2025Q1: 110,587 shares; 2025Q2: 100,842 shares; 2025Q3: 97,941 shares; 2025Q4: 105,870 shares; 2026Q1: 104,674 shares; 2026Q2: 99,137 shares 99,137 $35M 0.3% -5,537 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: 134,360 shares; 2024Q4: 134,360 shares; 2025Q1: 134,360 shares; 2025Q2: 134,360 shares; 2025Q3: 215,091 shares; 2025Q4: 422,678 shares; 2026Q1: 605,723 shares; 2026Q2: 708,959 shares 708,959 $35M 0.3% +103,236 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: 61,701 shares; 2024Q4: 67,101 shares; 2025Q1: 64,295 shares; 2025Q2: 74,485 shares; 2025Q3: 73,559 shares; 2025Q4: 63,196 shares; 2026Q1: 73,667 shares; 2026Q2: 73,055 shares 73,055 $34.9M 0.29% -612 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: 26,750 shares; 2024Q4: 26,761 shares; 2025Q1: not reported; 2025Q2: 165,610 shares; 2025Q3: 385,231 shares; 2025Q4: 500,664 shares; 2026Q1: 630,342 shares; 2026Q2: 765,893 shares 765,893 $34.8M 0.29% +135,551 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,468 shares; 2025Q3: 320,747 shares; 2025Q4: 490,766 shares; 2026Q1: 572,416 shares; 2026Q2: 665,622 shares 665,622 $33.9M 0.29% +93,206 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: 246,633 shares; 2024Q4: 712,412 shares; 2025Q1: 707,410 shares; 2025Q2: 698,589 shares; 2025Q3: 760,191 shares; 2025Q4: 688,038 shares; 2026Q1: 724,804 shares; 2026Q2: 1,064,829 shares 1,064,829 $33.8M 0.29% +340,025 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654,617 shares; 2024Q4: 4,245,657 shares; 2025Q1: 3,931,666 shares; 2025Q2: 3,649,356 shares; 2025Q3: 3,319,285 shares; 2025Q4: 3,117,962 shares; 2026Q1: 1,603,152 shares; 2026Q2: 1,456,131 shares 1,456,131 $33.7M 0.28% -147,021 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: 802,832 shares; 2024Q4: 1,939,693 shares; 2025Q1: 1,591,429 shares; 2025Q2: 1,305,338 shares; 2025Q3: 1,272,856 shares; 2025Q4: 1,145,531 shares; 2026Q1: 1,124,711 shares; 2026Q2: 1,137,077 shares 1,137,077 $33.5M 0.28% +12,366 Timeline DFAX 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: 925,015 shares; 2024Q4: 908,539 shares; 2025Q1: 891,552 shares; 2025Q2: 873,997 shares; 2025Q3: 867,408 shares; 2025Q4: 853,865 shares; 2026Q1: 888,337 shares; 2026Q2: 891,121 shares 891,121 $32.8M 0.28% +2,784 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: 739,484 shares; 2024Q4: 666,851 shares; 2025Q1: 603,279 shares; 2025Q2: 551,715 shares; 2025Q3: 510,535 shares; 2025Q4: 466,619 shares; 2026Q1: 318,628 shares; 2026Q2: 305,588 shares 305,588 $31.8M 0.27% -13,040 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: 57,270 shares; 2024Q4: 58,170 shares; 2025Q1: 58,906 shares; 2025Q2: 57,864 shares; 2025Q3: 64,459 shares; 2025Q4: 64,893 shares; 2026Q1: 63,118 shares; 2026Q2: 62,126 shares 62,126 $31.1M 0.26% -992 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: 91,348 shares; 2024Q4: 94,709 shares; 2025Q1: 88,926 shares; 2025Q2: 87,866 shares; 2025Q3: 87,637 shares; 2025Q4: 91,888 shares; 2026Q1: 96,343 shares; 2026Q2: 382,493 shares 382,493 $30.8M 0.26% +286,150 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,324 shares; 2024Q4: 531,433 shares; 2025Q1: 624,538 shares; 2025Q2: 731,608 shares; 2025Q3: 733,484 shares; 2025Q4: 714,592 shares; 2026Q1: 590,579 shares; 2026Q2: 640,961 shares 640,961 $28.9M 0.24% +50,382 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328,055 shares; 2024Q4: 1,358,764 shares; 2025Q1: 2,404,443 shares; 2025Q2: 3,354,992 shares; 2025Q3: 3,728,325 shares; 2025Q4: 762,687 shares; 2026Q1: 599,440 shares; 2026Q2: 586,910 shares 586,910 $28.9M 0.24% -12,530 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: 54,170 shares; 2024Q4: 53,003 shares; 2025Q1: 72,092 shares; 2025Q2: 185,125 shares; 2025Q3: 202,472 shares; 2025Q4: 198,990 shares; 2026Q1: 194,114 shares; 2026Q2: 299,624 shares 299,624 $28.3M 0.24% +105,510 Timeline ITM 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: 187,119 shares; 2024Q4: 215,625 shares; 2025Q1: 335,521 shares; 2025Q2: 453,820 shares; 2025Q3: 477,029 shares; 2025Q4: 479,928 shares; 2026Q1: 501,554 shares; 2026Q2: 600,420 shares 600,420 $28.2M 0.24% +98,866 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: 629,040 shares; 2024Q4: 807,388 shares; 2025Q1: 743,064 shares; 2025Q2: 537,465 shares; 2025Q3: 476,659 shares; 2025Q4: 455,341 shares; 2026Q1: 312,514 shares; 2026Q2: 314,914 shares 314,914 $28.1M 0.24% +2,400 Timeline DFUS 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: 86,064 shares; 2024Q4: 83,223 shares; 2025Q1: 89,733 shares; 2025Q2: 145,825 shares; 2025Q3: 222,136 shares; 2025Q4: 285,752 shares; 2026Q1: 300,466 shares; 2026Q2: 340,267 shares 340,267 $27.9M 0.24% +39,801 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: 150,452 shares; 2024Q4: 142,006 shares; 2025Q1: 136,918 shares; 2025Q2: 131,695 shares; 2025Q3: 128,169 shares; 2025Q4: 126,143 shares; 2026Q1: 131,146 shares; 2026Q2: 131,009 shares 131,009 $27.9M 0.24% -137 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: 58,764 shares; 2024Q4: 51,929 shares; 2025Q1: 41,554 shares; 2025Q2: 43,062 shares; 2025Q3: 45,213 shares; 2025Q4: 48,578 shares; 2026Q1: 51,412 shares; 2026Q2: 322,638 shares 322,638 $27.8M 0.23% +271,226 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: 386,632 shares; 2024Q4: 391,634 shares; 2025Q1: 390,487 shares; 2025Q2: 375,772 shares; 2025Q3: 375,233 shares; 2025Q4: 319,309 shares; 2026Q1: 352,566 shares; 2026Q2: 357,547 shares 357,547 $27.6M 0.23% +4,981 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: 1,282,439 shares; 2024Q4: 1,053,601 shares; 2025Q1: 953,639 shares; 2025Q2: 1,230,537 shares; 2025Q3: 926,426 shares; 2025Q4: 1,222,647 shares; 2026Q1: 1,001,134 shares; 2026Q2: 1,044,516 shares 1,044,516 $26.7M 0.23% +43,382 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: 388,909 shares; 2024Q4: 386,071 shares; 2025Q1: 449,646 shares; 2025Q2: 453,136 shares; 2025Q3: 485,385 shares; 2025Q4: 600,596 shares; 2026Q1: 625,569 shares; 2026Q2: 665,532 shares 665,532 $25.8M 0.22% +39,963 Timeline TGRT 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: 160,011 shares; 2024Q4: 359,580 shares; 2025Q1: 511,821 shares; 2025Q2: 508,712 shares; 2025Q3: 495,750 shares; 2025Q4: 490,740 shares; 2026Q1: 573,981 shares; 2026Q2: 557,359 shares 557,359 $25.5M 0.22% -16,622 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,778 shares; 2025Q3: 116,623 shares; 2025Q4: 184,236 shares; 2026Q1: 409,665 shares; 2026Q2: 481,970 shares 481,970 $25.5M 0.22% +72,305 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: 110,288 shares; 2024Q4: 116,711 shares; 2025Q1: 133,660 shares; 2025Q2: 160,966 shares; 2025Q3: 207,001 shares; 2025Q4: 238,779 shares; 2026Q1: 271,409 shares; 2026Q2: 291,213 shares 291,213 $24.9M 0.21% +19,804 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: 62,710 shares; 2024Q4: 62,290 shares; 2025Q1: 123,619 shares; 2025Q2: 119,717 shares; 2025Q3: 119,145 shares; 2025Q4: 117,690 shares; 2026Q1: 155,588 shares; 2026Q2: 151,209 shares 151,209 $24.8M 0.21% -4,379 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,574 shares; 2024Q4: 10,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,178 shares; 2025Q4: 118,987 shares; 2026Q1: 183,757 shares; 2026Q2: 513,062 shares 513,062 $24.4M 0.21% +329,305 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: 105,761 shares; 2024Q4: 98,284 shares; 2025Q1: 96,875 shares; 2025Q2: 92,969 shares; 2025Q3: 94,935 shares; 2025Q4: 97,544 shares; 2026Q1: 60,005 shares; 2026Q2: 63,814 shares 63,814 $24.1M 0.2% +3,809 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: 249,865 shares; 2024Q4: 512,101 shares; 2025Q1: 795,594 shares; 2025Q2: 779,889 shares; 2025Q3: 759,005 shares; 2025Q4: 732,336 shares; 2026Q1: 603,300 shares; 2026Q2: 583,194 shares 583,194 $24M 0.2% -20,106 Timeline DFGR 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: 670,313 shares; 2024Q4: 715,248 shares; 2025Q1: 734,389 shares; 2025Q2: 746,798 shares; 2025Q3: 764,622 shares; 2025Q4: 802,414 shares; 2026Q1: 820,150 shares; 2026Q2: 827,005 shares 827,005 $24M 0.2% +6,855 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: 25,060 shares; 2024Q4: 25,529 shares; 2025Q1: 25,570 shares; 2025Q2: 24,071 shares; 2025Q3: 25,212 shares; 2025Q4: 48,341 shares; 2026Q1: 47,790 shares; 2026Q2: 125,685 shares 125,685 $23.9M 0.2% +77,895 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475,167 shares; 2024Q4: 494,952 shares; 2025Q1: 524,632 shares; 2025Q2: 523,891 shares; 2025Q3: 482,339 shares; 2025Q4: 486,433 shares; 2026Q1: 505,718 shares; 2026Q2: 505,034 shares 505,034 $23.5M 0.2% -684 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,854 shares; 2024Q4: 1,518,690 shares; 2025Q1: 1,241,309 shares; 2025Q2: 1,155,974 shares; 2025Q3: 1,081,280 shares; 2025Q4: 1,041,603 shares; 2026Q1: 695,917 shares; 2026Q2: 671,980 shares 671,980 $23.4M 0.2% -23,937 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: 31,039 shares; 2024Q4: 31,256 shares; 2025Q1: 32,535 shares; 2025Q2: 30,095 shares; 2025Q3: 31,332 shares; 2025Q4: 29,699 shares; 2026Q1: 28,020 shares; 2026Q2: 62,125 shares 62,125 $22.9M 0.19% +34,105 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: 30,233 shares; 2024Q4: 33,289 shares; 2025Q1: 32,848 shares; 2025Q2: 38,989 shares; 2025Q3: 37,941 shares; 2025Q4: 36,626 shares; 2026Q1: 40,951 shares; 2026Q2: 54,979 shares 54,979 $22.9M 0.19% +14,028 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,396 shares; 2024Q4: 67,074 shares; 2025Q1: 64,178 shares; 2025Q2: 63,796 shares; 2025Q3: 62,440 shares; 2025Q4: 61,834 shares; 2026Q1: 61,171 shares; 2026Q2: 55,716 shares 55,716 $22.8M 0.19% -5,455 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: 82,244 shares; 2024Q4: 107,959 shares; 2025Q1: 117,801 shares; 2025Q2: 111,253 shares; 2025Q3: 106,835 shares; 2025Q4: 133,426 shares; 2026Q1: 129,399 shares; 2026Q2: 151,464 shares 151,464 $22.2M 0.19% +22,065 Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,270 shares; 2024Q4: 467,954 shares; 2025Q1: 679,237 shares; 2025Q2: 662,979 shares; 2025Q3: 636,248 shares; 2025Q4: 596,145 shares; 2026Q1: 559,501 shares; 2026Q2: 531,080 shares 531,080 $22.1M 0.19% -28,421 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,977 shares; 2024Q4: 402,254 shares; 2025Q1: 379,402 shares; 2025Q2: 389,559 shares; 2025Q3: 380,769 shares; 2025Q4: 362,848 shares; 2026Q1: 337,714 shares; 2026Q2: 393,733 shares 393,733 $21.8M 0.18% +56,019 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: 111,343 shares; 2024Q4: 132,912 shares; 2025Q1: 142,879 shares; 2025Q2: 133,418 shares; 2025Q3: 120,965 shares; 2025Q4: 103,513 shares; 2026Q1: 162,931 shares; 2026Q2: 173,695 shares 173,695 $21.7M 0.18% +10,764 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: 298,992 shares; 2024Q4: 280,995 shares; 2025Q1: 270,589 shares; 2025Q2: 253,435 shares; 2025Q3: 241,427 shares; 2025Q4: 234,598 shares; 2026Q1: 226,716 shares; 2026Q2: 223,733 shares 223,733 $21.6M 0.18% -2,983 Timeline BRHY 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: 415,263 shares 415,263 $21.2M 0.18% new 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: 634,689 shares; 2024Q4: 1,881,300 shares; 2025Q1: 1,609,493 shares; 2025Q2: 1,513,108 shares; 2025Q3: 1,380,946 shares; 2025Q4: 1,332,291 shares; 2026Q1: 755,449 shares; 2026Q2: 729,719 shares 729,719 $21.1M 0.18% -25,730 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,236 shares; 2024Q4: 1,034,361 shares; 2025Q1: 831,404 shares; 2025Q2: 782,977 shares; 2025Q3: 743,962 shares; 2025Q4: 709,056 shares; 2026Q1: 570,755 shares; 2026Q2: 568,557 shares 568,557 $21M 0.18% -2,198 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: 90,243 shares; 2024Q4: 86,508 shares; 2025Q1: 87,424 shares; 2025Q2: 82,763 shares; 2025Q3: 82,246 shares; 2025Q4: 106,236 shares; 2026Q1: 84,216 shares; 2026Q2: 82,258 shares 82,258 $20.9M 0.18% -1,958 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: 19,215 shares; 2024Q4: 18,543 shares; 2025Q1: 17,871 shares; 2025Q2: 17,712 shares; 2025Q3: 17,271 shares; 2025Q4: 17,229 shares; 2026Q1: 17,825 shares; 2026Q2: 19,425 shares 19,425 $20.7M 0.17% +1,600 Timeline AVLC 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: 279,647 shares; 2025Q3: 236,500 shares; 2025Q4: 225,745 shares; 2026Q1: 226,149 shares; 2026Q2: 229,862 shares 229,862 $20.7M 0.17% +3,713 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: 108,412 shares; 2024Q4: 104,433 shares; 2025Q1: 101,481 shares; 2025Q2: 104,163 shares; 2025Q3: 103,040 shares; 2025Q4: 101,713 shares; 2026Q1: 100,684 shares; 2026Q2: 86,874 shares 86,874 $20.6M 0.17% -13,810 Timeline GSEW 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: 444,613 shares; 2024Q4: 408,219 shares; 2025Q1: 371,112 shares; 2025Q2: 338,082 shares; 2025Q3: 321,465 shares; 2025Q4: 311,846 shares; 2026Q1: 220,956 shares; 2026Q2: 212,183 shares 212,183 $20M 0.17% -8,773 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,754 shares; 2024Q4: 202,257 shares; 2025Q1: 196,217 shares; 2025Q2: 196,149 shares; 2025Q3: 245,662 shares; 2025Q4: 229,504 shares; 2026Q1: 236,352 shares; 2026Q2: 236,987 shares 236,987 $19.5M 0.16% +635 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: 107,692 shares; 2024Q4: 145,715 shares; 2025Q1: 158,510 shares; 2025Q2: 179,291 shares; 2025Q3: 180,767 shares; 2025Q4: 271,403 shares; 2026Q1: 308,711 shares; 2026Q2: 351,603 shares 351,603 $19.2M 0.16% +42,892 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: 47,815 shares; 2024Q4: 46,893 shares; 2025Q1: 49,380 shares; 2025Q2: 50,616 shares; 2025Q3: 58,589 shares; 2025Q4: 58,364 shares; 2026Q1: 64,526 shares; 2026Q2: 70,636 shares 70,636 $19.1M 0.16% +6,110 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,429 shares; 2024Q4: 351,904 shares; 2025Q1: 350,046 shares; 2025Q2: 410,982 shares; 2025Q3: 403,996 shares; 2025Q4: 406,386 shares; 2026Q1: 405,311 shares; 2026Q2: 365,404 shares 365,404 $18.7M 0.16% -39,907 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,489 shares; 2024Q4: 35,580 shares; 2025Q1: 201,953 shares; 2025Q2: 134,809 shares; 2025Q3: 259,318 shares; 2025Q4: 318,331 shares; 2026Q1: 300,637 shares; 2026Q2: 363,026 shares 363,026 $18.7M 0.16% +62,389 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,343 shares; 2024Q4: 35,156 shares; 2025Q1: 34,396 shares; 2025Q2: 34,874 shares; 2025Q3: 33,785 shares; 2025Q4: 32,903 shares; 2026Q1: 32,442 shares; 2026Q2: 32,905 shares 32,905 $18.5M 0.16% +463 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,858 shares; 2024Q4: 572,459 shares; 2025Q1: 438,332 shares; 2025Q2: 407,961 shares; 2025Q3: 403,383 shares; 2025Q4: 393,300 shares; 2026Q1: 394,701 shares; 2026Q2: 509,519 shares 509,519 $18.4M 0.16% +114,818 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: 22,979 shares; 2024Q4: 22,735 shares; 2025Q1: 23,383 shares; 2025Q2: 23,669 shares; 2025Q3: 22,893 shares; 2025Q4: 20,676 shares; 2026Q1: 17,705 shares; 2026Q2: 15,832 shares 15,832 $18.3M 0.15% -1,873 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: 44,330 shares; 2024Q4: 37,276 shares; 2025Q1: 35,073 shares; 2025Q2: 35,619 shares; 2025Q3: 36,067 shares; 2025Q4: 43,140 shares; 2026Q1: 37,798 shares; 2026Q2: 43,236 shares 43,236 $18.2M 0.15% +5,438 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: 154,946 shares; 2024Q4: 138,557 shares; 2025Q1: 130,012 shares; 2025Q2: 127,713 shares; 2025Q3: 129,576 shares; 2025Q4: 126,690 shares; 2026Q1: 128,622 shares; 2026Q2: 132,140 shares 132,140 $18.1M 0.15% +3,518 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: 477,071 shares; 2024Q4: 356,240 shares; 2025Q1: 356,354 shares; 2025Q2: 347,090 shares; 2025Q3: 327,734 shares; 2025Q4: 320,541 shares; 2026Q1: 319,997 shares; 2026Q2: 309,945 shares 309,945 $17.9M 0.15% -10,052 Timeline CLOA 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: 14,522 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,836 shares; 2025Q4: 115,867 shares; 2026Q1: 292,367 shares; 2026Q2: 342,704 shares 342,704 $17.8M 0.15% +50,337 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: 64,402 shares; 2024Q4: 66,586 shares; 2025Q1: 59,816 shares; 2025Q2: 57,025 shares; 2025Q3: 67,400 shares; 2025Q4: 69,884 shares; 2026Q1: 76,843 shares; 2026Q2: 79,242 shares 79,242 $17.3M 0.15% +2,399 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,843 shares; 2024Q4: 376,270 shares; 2025Q1: 360,578 shares; 2025Q2: 348,017 shares; 2025Q3: 341,801 shares; 2025Q4: 328,297 shares; 2026Q1: 315,939 shares; 2026Q2: 310,466 shares 310,466 $17.1M 0.14% -5,473 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: 236,424 shares; 2024Q4: 78,054 shares; 2025Q1: 99,628 shares; 2025Q2: 88,741 shares; 2025Q3: 85,465 shares; 2025Q4: 89,135 shares; 2026Q1: 93,339 shares; 2026Q2: 337,248 shares 337,248 $17M 0.14% +243,909 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: 127,683 shares; 2024Q4: 111,382 shares; 2025Q1: 88,247 shares; 2025Q2: 83,948 shares; 2025Q3: 85,229 shares; 2025Q4: 155,943 shares; 2026Q1: 159,035 shares; 2026Q2: 144,096 shares 144,096 $16.9M 0.14% -14,939 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: 51,073 shares; 2024Q4: 49,210 shares; 2025Q1: 47,684 shares; 2025Q2: 41,462 shares; 2025Q3: 40,974 shares; 2025Q4: 60,571 shares; 2026Q1: 64,588 shares; 2026Q2: 66,679 shares 66,679 $16.8M 0.14% +2,091 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: 575,745 shares; 2024Q4: 399,492 shares; 2025Q1: 400,955 shares; 2025Q2: 397,810 shares; 2025Q3: 396,621 shares; 2025Q4: 239,262 shares; 2026Q1: 237,554 shares; 2026Q2: 159,641 shares 159,641 $16.5M 0.14% -77,913 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: 21,342 shares; 2024Q4: 20,370 shares; 2025Q1: 20,713 shares; 2025Q2: 17,320 shares; 2025Q3: 17,494 shares; 2025Q4: 18,312 shares; 2026Q1: 15,945 shares; 2026Q2: 17,593 shares 17,593 $16.5M 0.14% +1,648 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: 164,393 shares; 2024Q4: 176,500 shares; 2025Q1: 184,529 shares; 2025Q2: 201,159 shares; 2025Q3: 267,254 shares; 2025Q4: 359,071 shares; 2026Q1: 335,836 shares; 2026Q2: 320,363 shares 320,363 $16.2M 0.14% -15,473 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: 188,904 shares; 2024Q4: 172,965 shares; 2025Q1: 160,760 shares; 2025Q2: 157,504 shares; 2025Q3: 159,476 shares; 2025Q4: 121,580 shares; 2026Q1: 110,304 shares; 2026Q2: 108,941 shares 108,941 $16.2M 0.14% -1,363 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: 16,092 shares; 2024Q4: 12,386 shares; 2025Q1: 11,974 shares; 2025Q2: 11,998 shares; 2025Q3: 11,145 shares; 2025Q4: 12,244 shares; 2026Q1: 12,819 shares; 2026Q2: 13,436 shares 13,436 $16.1M 0.14% +617 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: 223,912 shares; 2024Q4: 223,421 shares; 2025Q1: 232,933 shares; 2025Q2: 233,383 shares; 2025Q3: 231,152 shares; 2025Q4: 218,318 shares; 2026Q1: 210,004 shares; 2026Q2: 206,533 shares 206,533 $16.1M 0.14% -3,471 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: 246,997 shares; 2024Q4: 220,313 shares; 2025Q1: 207,506 shares; 2025Q2: 195,547 shares; 2025Q3: 196,709 shares; 2025Q4: 205,105 shares; 2026Q1: 146,977 shares; 2026Q2: 141,973 shares 141,973 $16.1M 0.14% -5,004 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: 147,519 shares; 2026Q1: 162,463 shares; 2026Q2: 180,060 shares 180,060 $16M 0.13% +17,597 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: 66,543 shares; 2024Q4: 55,507 shares; 2025Q1: 61,951 shares; 2025Q2: 67,684 shares; 2025Q3: 67,307 shares; 2025Q4: 36,402 shares; 2026Q1: 43,524 shares; 2026Q2: 47,672 shares 47,672 $16M 0.13% +4,148 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: 18,277 shares; 2024Q4: 18,104 shares; 2025Q1: 17,832 shares; 2025Q2: 14,022 shares; 2025Q3: 14,501 shares; 2025Q4: 14,924 shares; 2026Q1: 15,111 shares; 2026Q2: 84,635 shares 84,635 $15.7M 0.13% +69,524 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207,877 shares; 2026Q2: 305,445 shares 305,445 $15.6M 0.13% +97,568 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: 13,223 shares; 2024Q4: 10,344 shares; 2025Q1: 10,923 shares; 2025Q2: 11,938 shares; 2025Q3: 12,977 shares; 2025Q4: 13,385 shares; 2026Q1: 21,090 shares; 2026Q2: 21,622 shares 21,622 $15.6M 0.13% +532 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: 7,640 shares; 2024Q4: 9,120 shares; 2025Q1: 9,049 shares; 2025Q2: 6,091 shares; 2025Q3: 6,426 shares; 2025Q4: 5,391 shares; 2026Q1: 8,003 shares; 2026Q2: 170,149 shares 170,149 $15.6M 0.13% +162,146 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: 42,544 shares; 2024Q4: 41,731 shares; 2025Q1: 42,024 shares; 2025Q2: 41,396 shares; 2025Q3: 41,110 shares; 2025Q4: 161,521 shares; 2026Q1: 154,834 shares; 2026Q2: 161,372 shares 161,372 $15.4M 0.13% +6,538 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: 155,038 shares; 2024Q4: 160,401 shares; 2025Q1: 169,792 shares; 2025Q2: 171,975 shares; 2025Q3: 183,743 shares; 2025Q4: 192,633 shares; 2026Q1: 179,032 shares; 2026Q2: 193,610 shares 193,610 $15.3M 0.13% +14,578 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: 1,277,756 shares; 2024Q4: 1,280,328 shares; 2025Q1: 892,646 shares; 2025Q2: 121,529 shares; 2025Q3: 110,098 shares; 2025Q4: 105,076 shares; 2026Q1: 105,411 shares; 2026Q2: 146,738 shares 146,738 $15M 0.13% +41,327 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: 71,869 shares; 2024Q4: 72,353 shares; 2025Q1: 79,800 shares; 2025Q2: 75,494 shares; 2025Q3: 73,959 shares; 2025Q4: 76,501 shares; 2026Q1: 65,969 shares; 2026Q2: 69,263 shares 69,263 $15M 0.13% +3,294 Timeline LDUR 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: 161,388 shares; 2024Q4: 156,980 shares; 2025Q1: 147,057 shares; 2025Q2: 170,588 shares; 2025Q3: 145,825 shares; 2025Q4: 117,358 shares; 2026Q1: 142,202 shares; 2026Q2: 156,063 shares 156,063 $14.9M 0.13% +13,861 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: 12,934 shares; 2024Q4: 12,958 shares; 2025Q1: 11,313 shares; 2025Q2: 13,573 shares; 2025Q3: 13,202 shares; 2025Q4: 24,015 shares; 2026Q1: 24,676 shares; 2026Q2: 324,287 shares 324,287 $14.7M 0.12% +299,611 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: 283,179 shares; 2024Q4: 270,932 shares; 2025Q1: 286,014 shares; 2025Q2: 222,264 shares; 2025Q3: 217,191 shares; 2025Q4: 209,517 shares; 2026Q1: 235,828 shares; 2026Q2: 239,838 shares 239,838 $14.7M 0.12% +4,010 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,294,230 shares; 2026Q2: 1,622,708 shares 1,622,708 $14.5M 0.12% +328,478 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458,018 shares; 2024Q4: 438,110 shares; 2025Q1: 448,994 shares; 2025Q2: 357,544 shares; 2025Q3: 352,384 shares; 2025Q4: 346,731 shares; 2026Q1: 346,811 shares; 2026Q2: 344,145 shares 344,145 $14.4M 0.12% -2,666 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: 32,399 shares; 2024Q4: 32,771 shares; 2025Q1: 10,058 shares; 2025Q2: 10,678 shares; 2025Q3: 14,578 shares; 2025Q4: 24,151 shares; 2026Q1: 35,990 shares; 2026Q2: 140,325 shares 140,325 $14.1M 0.12% +104,335 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: 278,399 shares; 2024Q4: 464,149 shares; 2025Q1: 415,622 shares; 2025Q2: 407,947 shares; 2025Q3: 562,331 shares; 2025Q4: 507,185 shares; 2026Q1: 502,958 shares; 2026Q2: 500,289 shares 500,289 $13.9M 0.12% -2,669 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: 64,078 shares; 2024Q4: 45,382 shares; 2025Q1: 44,221 shares; 2025Q2: 35,016 shares; 2025Q3: 33,901 shares; 2025Q4: 30,442 shares; 2026Q1: 31,604 shares; 2026Q2: 39,850 shares 39,850 $13.7M 0.12% +8,246 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: 36,820 shares; 2024Q4: 29,862 shares; 2025Q1: 27,247 shares; 2025Q2: 23,226 shares; 2025Q3: 22,961 shares; 2025Q4: 40,434 shares; 2026Q1: 39,234 shares; 2026Q2: 256,949 shares 256,949 $13.6M 0.12% +217,715 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,399 shares; 2024Q4: 58,668 shares; 2025Q1: 178,554 shares; 2025Q2: 167,887 shares; 2025Q3: 162,871 shares; 2025Q4: 167,624 shares; 2026Q1: 169,206 shares; 2026Q2: 157,193 shares 157,193 $13.6M 0.12% -12,013 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,030 shares; 2024Q4: 92,512 shares; 2025Q1: 90,135 shares; 2025Q2: 76,283 shares; 2025Q3: 73,782 shares; 2025Q4: 72,873 shares; 2026Q1: 72,583 shares; 2026Q2: 72,221 shares 72,221 $13.6M 0.11% -362 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,750 shares; 2025Q3: 124,895 shares; 2025Q4: 198,048 shares; 2026Q1: 192,455 shares; 2026Q2: 267,138 shares 267,138 $13.5M 0.11% +74,683 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: 22,388 shares; 2024Q4: 16,349 shares; 2025Q1: 10,875 shares; 2025Q2: 180,096 shares; 2025Q3: 184,687 shares; 2025Q4: 10,246 shares; 2026Q1: 7,834 shares; 2026Q2: 131,609 shares 131,609 $13.4M 0.11% +123,775 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,627 shares; 2024Q4: 94,332 shares; 2025Q1: 103,533 shares; 2025Q2: 117,922 shares; 2025Q3: 136,038 shares; 2025Q4: 283,610 shares; 2026Q1: 272,834 shares; 2026Q2: 267,282 shares 267,282 $13.3M 0.11% -5,552 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: 64,205 shares; 2024Q4: 60,433 shares; 2025Q1: 58,985 shares; 2025Q2: 57,690 shares; 2025Q3: 59,305 shares; 2025Q4: 82,177 shares; 2026Q1: 82,874 shares; 2026Q2: 79,446 shares 79,446 $13.2M 0.11% -3,428 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634,210 shares; 2024Q4: 727,030 shares; 2025Q1: 696,741 shares; 2025Q2: 689,223 shares; 2025Q3: 664,443 shares; 2025Q4: 644,354 shares; 2026Q1: 444,093 shares; 2026Q2: 428,464 shares 428,464 $13.1M 0.11% -15,629 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510,288 shares; 2024Q4: 550,691 shares; 2025Q1: 510,539 shares; 2025Q2: 497,698 shares; 2025Q3: 475,576 shares; 2025Q4: 462,241 shares; 2026Q1: 319,248 shares; 2026Q2: 315,199 shares 315,199 $12.9M 0.11% -4,049 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,384 shares; 2024Q4: 143,376 shares; 2025Q1: 143,719 shares; 2025Q2: 149,698 shares; 2025Q3: 148,415 shares; 2025Q4: 144,283 shares; 2026Q1: 105,185 shares; 2026Q2: 58,723 shares 58,723 $12.9M 0.11% -46,462 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,747 shares; 2024Q4: 54,626 shares; 2025Q1: 49,636 shares; 2025Q2: 37,673 shares; 2025Q3: 35,324 shares; 2025Q4: 36,151 shares; 2026Q1: 61,199 shares; 2026Q2: 64,003 shares 64,003 $12.8M 0.11% +2,804 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: 36,013 shares; 2024Q4: 38,112 shares; 2025Q1: 36,973 shares; 2025Q2: 40,193 shares; 2025Q3: 39,370 shares; 2025Q4: 35,993 shares; 2026Q1: 37,046 shares; 2026Q2: 102,975 shares 102,975 $12.8M 0.11% +65,929 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,094 shares; 2025Q3: 133,936 shares; 2025Q4: 181,185 shares; 2026Q1: 224,482 shares; 2026Q2: 267,285 shares 267,285 $12.6M 0.11% +42,803 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: 242,953 shares; 2024Q4: 359,535 shares; 2025Q1: 350,114 shares; 2025Q2: 302,012 shares; 2025Q3: 327,083 shares; 2025Q4: 352,643 shares; 2026Q1: 265,919 shares; 2026Q2: 145,095 shares 145,095 $12.5M 0.11% -120,824 Timeline DFSU 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: 186,645 shares; 2024Q4: 184,766 shares; 2025Q1: 199,388 shares; 2025Q2: 183,789 shares; 2025Q3: 195,440 shares; 2025Q4: 215,827 shares; 2026Q1: 228,918 shares; 2026Q2: 267,228 shares 267,228 $12.5M 0.11% +38,310 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,562 shares; 2024Q4: 229,265 shares; 2025Q1: 230,737 shares; 2025Q2: 232,326 shares; 2025Q3: 230,198 shares; 2025Q4: 226,317 shares; 2026Q1: 251,482 shares; 2026Q2: 274,797 shares 274,797 $12.2M 0.1% +23,315 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,342 shares; 2025Q1: 53,857 shares; 2025Q2: 87,748 shares; 2025Q3: 120,267 shares; 2025Q4: 197,985 shares; 2026Q1: 215,381 shares; 2026Q2: 230,113 shares 230,113 $11.8M 0.1% +14,732 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: 47,272 shares; 2024Q4: 48,219 shares; 2025Q1: 47,291 shares; 2025Q2: 47,232 shares; 2025Q3: 48,410 shares; 2025Q4: 51,454 shares; 2026Q1: 42,447 shares; 2026Q2: 38,563 shares 38,563 $11.7M 0.1% -3,884 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: 26,017 shares; 2024Q4: 25,685 shares; 2025Q1: 28,404 shares; 2025Q2: 28,654 shares; 2025Q3: 28,573 shares; 2025Q4: 38,794 shares; 2026Q1: 37,192 shares; 2026Q2: 41,306 shares 41,306 $11.6M 0.1% +4,114 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: 161,233 shares; 2024Q4: 154,358 shares; 2025Q1: 152,681 shares; 2025Q2: 151,554 shares; 2025Q3: 151,864 shares; 2025Q4: 147,586 shares; 2026Q1: 155,065 shares; 2026Q2: 153,213 shares 153,213 $11.6M 0.1% -1,852 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,724 shares; 2024Q4: 60,272 shares; 2025Q1: 64,070 shares; 2025Q2: 79,906 shares; 2025Q3: 78,708 shares; 2025Q4: 142,039 shares; 2026Q1: 170,739 shares; 2026Q2: 171,242 shares 171,242 $11.5M 0.1% +503 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129,796 shares 129,796 $11.5M 0.1% new 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: 33,656 shares; 2024Q4: 31,409 shares; 2025Q1: 30,365 shares; 2025Q2: 24,507 shares; 2025Q3: 24,679 shares; 2025Q4: 37,358 shares; 2026Q1: 34,306 shares; 2026Q2: 32,539 shares 32,539 $11.5M 0.1% -1,767 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: 124,747 shares; 2024Q4: 105,849 shares; 2025Q1: 100,067 shares; 2025Q2: 74,100 shares; 2025Q3: 73,609 shares; 2025Q4: 71,145 shares; 2026Q1: 70,640 shares; 2026Q2: 69,207 shares 69,207 $11.3M 0.1% -1,433 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: 16,450 shares; 2024Q4: 13,842 shares; 2025Q1: 82,413 shares; 2025Q2: 82,189 shares; 2025Q3: 81,150 shares; 2025Q4: 78,387 shares; 2026Q1: 110,819 shares; 2026Q2: 144,697 shares 144,697 $11.3M 0.1% +33,878 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,840 shares; 2024Q4: 54,767 shares; 2025Q1: 48,981 shares; 2025Q2: 51,796 shares; 2025Q3: 47,786 shares; 2025Q4: 51,729 shares; 2026Q1: 53,545 shares; 2026Q2: 225,134 shares 225,134 $11.3M 0.1% +171,589 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,563 shares; 2025Q3: 105,972 shares; 2025Q4: 177,308 shares; 2026Q1: 154,458 shares; 2026Q2: 189,273 shares 189,273 $11M 0.09% +34,815 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,531 shares; 2024Q4: 589,601 shares; 2025Q1: 547,174 shares; 2025Q2: 544,849 shares; 2025Q3: 532,087 shares; 2025Q4: 342,744 shares; 2026Q1: 351,073 shares; 2026Q2: 347,638 shares 347,638 $10.8M 0.09% -3,435 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: 43,232 shares; 2024Q4: 15,079 shares; 2025Q1: 58,131 shares; 2025Q2: 73,498 shares; 2025Q3: 104,923 shares; 2025Q4: 98,260 shares; 2026Q1: 97,024 shares; 2026Q2: 106,823 shares 106,823 $10.8M 0.09% +9,799 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 308,938 shares 308,938 $10.7M 0.09% new Timeline DFGX 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: 65,146 shares; 2024Q4: 89,145 shares; 2025Q1: 105,110 shares; 2025Q2: 124,791 shares; 2025Q3: 127,546 shares; 2025Q4: 169,284 shares; 2026Q1: 185,578 shares; 2026Q2: 196,295 shares 196,295 $10.5M 0.09% +10,717 Timeline AVSC 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: 185,642 shares; 2024Q4: 193,874 shares; 2025Q1: 192,267 shares; 2025Q2: 176,665 shares; 2025Q3: 149,987 shares; 2025Q4: 143,039 shares; 2026Q1: 143,427 shares; 2026Q2: 143,064 shares 143,064 $10.5M 0.09% -363 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: 102,187 shares; 2024Q4: 103,899 shares; 2025Q1: 110,528 shares; 2025Q2: 113,538 shares; 2025Q3: 126,404 shares; 2025Q4: 129,943 shares; 2026Q1: 123,570 shares; 2026Q2: 126,761 shares 126,761 $10.5M 0.09% +3,191 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 690 shares; 2025Q1: 327 shares; 2025Q2: 318 shares; 2025Q3: 194 shares; 2025Q4: 5,758 shares; 2026Q1: 6,883 shares; 2026Q2: 7,802 shares 7,802 $10.4M 0.09% +919 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,440 shares; 2024Q4: 84,139 shares; 2025Q1: 87,058 shares; 2025Q2: 78,194 shares; 2025Q3: 77,951 shares; 2025Q4: 76,728 shares; 2026Q1: 77,261 shares; 2026Q2: 77,823 shares 77,823 $10.3M 0.09% +562 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 139,536 shares 139,536 $10.3M 0.09% new Timeline ABEO ABEONA THERAPEUTICS INC More: the full row for ABEONA THERAPEUTICS 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: 1,653,024 shares 1,653,024 $10.2M 0.09% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,849 shares; 2024Q4: 282,961 shares; 2025Q1: 302,916 shares; 2025Q2: 308,109 shares; 2025Q3: 303,505 shares; 2025Q4: 247,597 shares; 2026Q1: 197,018 shares; 2026Q2: 121,129 shares 121,129 $10.1M 0.09% -75,889 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: 25,000 shares; 2024Q4: 25,700 shares; 2025Q1: 28,800 shares; 2025Q2: 59,900 shares; 2025Q3: 89,689 shares; 2025Q4: 234,354 shares; 2026Q1: 261,600 shares; 2026Q2: 292,992 shares 292,992 $10M 0.08% +31,392 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: 192,111 shares; 2024Q4: 198,178 shares; 2025Q1: 200,205 shares; 2025Q2: 234,384 shares; 2025Q3: 241,475 shares; 2025Q4: 214,435 shares; 2026Q1: 166,314 shares; 2026Q2: 140,923 shares 140,923 $10M 0.08% -25,391 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,792 shares; 2024Q4: 30,793 shares; 2025Q1: 34,380 shares; 2025Q2: 156,925 shares; 2025Q3: 156,870 shares; 2025Q4: 161,186 shares; 2026Q1: 183,921 shares; 2026Q2: 244,296 shares 244,296 $10M 0.08% +60,375 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: 7,474 shares; 2024Q4: 7,085 shares; 2025Q1: 7,571 shares; 2025Q2: 8,042 shares; 2025Q3: 13,139 shares; 2025Q4: 69,057 shares; 2026Q1: 71,124 shares; 2026Q2: 100,628 shares 100,628 $9.99M 0.08% +29,504 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: 52,780 shares; 2024Q4: 48,084 shares; 2025Q1: 62,180 shares; 2025Q2: 25,720 shares; 2025Q3: 25,987 shares; 2025Q4: 25,854 shares; 2026Q1: 27,574 shares; 2026Q2: 26,646 shares 26,646 $9.96M 0.08% -928 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: 54,511 shares; 2024Q4: 58,963 shares; 2025Q1: 55,935 shares; 2025Q2: 52,985 shares; 2025Q3: 51,316 shares; 2025Q4: 78,064 shares; 2026Q1: 73,778 shares; 2026Q2: 73,327 shares 73,327 $9.93M 0.08% -451 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,651 shares; 2024Q4: 131,612 shares; 2025Q1: 125,213 shares; 2025Q2: 111,505 shares; 2025Q3: 106,439 shares; 2025Q4: 104,518 shares; 2026Q1: 106,577 shares; 2026Q2: 95,301 shares 95,301 $9.89M 0.08% -11,276 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: 146,318 shares; 2024Q4: 150,298 shares; 2025Q1: 157,226 shares; 2025Q2: 133,752 shares; 2025Q3: 143,019 shares; 2025Q4: 138,245 shares; 2026Q1: 157,305 shares; 2026Q2: 193,239 shares 193,239 $9.79M 0.08% +35,934 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: 82,763 shares; 2024Q4: 89,195 shares; 2025Q1: 74,638 shares; 2025Q2: 80,830 shares; 2025Q3: 76,690 shares; 2025Q4: 68,553 shares; 2026Q1: 60,070 shares; 2026Q2: 191,346 shares 191,346 $9.64M 0.08% +131,276 Timeline VNLA 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: 353,787 shares; 2024Q4: 347,213 shares; 2025Q1: 320,786 shares; 2025Q2: 290,292 shares; 2025Q3: 266,129 shares; 2025Q4: 254,478 shares; 2026Q1: 180,845 shares; 2026Q2: 189,401 shares 189,401 $9.26M 0.08% +8,556 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: 95,621 shares; 2024Q4: 115,512 shares; 2025Q1: 82,014 shares; 2025Q2: 88,054 shares; 2025Q3: 90,364 shares; 2025Q4: 85,208 shares; 2026Q1: 99,545 shares; 2026Q2: 114,129 shares 114,129 $9.25M 0.08% +14,584 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: 14,481 shares; 2024Q4: 14,559 shares; 2025Q1: 14,667 shares; 2025Q2: 14,238 shares; 2025Q3: 13,104 shares; 2025Q4: 47,897 shares; 2026Q1: 93,688 shares; 2026Q2: 84,068 shares 84,068 $9.23M 0.08% -9,620 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,926 shares; 2024Q4: 57,630 shares; 2025Q1: 25,518 shares; 2025Q2: 25,200 shares; 2025Q3: 26,028 shares; 2025Q4: 26,681 shares; 2026Q1: 71,737 shares; 2026Q2: 97,948 shares 97,948 $9.2M 0.08% +26,211 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: 304,623 shares; 2024Q4: 308,074 shares; 2025Q1: 302,402 shares; 2025Q2: 299,229 shares; 2025Q3: 293,025 shares; 2025Q4: 184,331 shares; 2026Q1: 183,329 shares; 2026Q2: 183,947 shares 183,947 $9.06M 0.08% +618 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: 399,196 shares; 2024Q4: 441,459 shares; 2025Q1: 306,682 shares; 2025Q2: 297,026 shares; 2025Q3: 306,263 shares; 2025Q4: 297,238 shares; 2026Q1: 281,972 shares; 2026Q2: 109,749 shares 109,749 $9.01M 0.08% -172,223 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: 27,946 shares; 2024Q4: 17,903 shares; 2025Q1: 19,128 shares; 2025Q2: 21,393 shares; 2025Q3: 21,496 shares; 2025Q4: 24,639 shares; 2026Q1: 29,445 shares; 2026Q2: 29,457 shares 29,457 $8.92M 0.08% +12 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,208 shares; 2024Q4: 14,222 shares; 2025Q1: 15,364 shares; 2025Q2: 16,205 shares; 2025Q3: 15,043 shares; 2025Q4: 14,560 shares; 2026Q1: 30,472 shares; 2026Q2: 30,818 shares 30,818 $8.92M 0.08% +346 Timeline DFGP 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: 71,364 shares; 2024Q4: 65,715 shares; 2025Q1: 65,439 shares; 2025Q2: 62,393 shares; 2025Q3: 63,401 shares; 2025Q4: 118,008 shares; 2026Q1: 131,264 shares; 2026Q2: 157,662 shares 157,662 $8.59M 0.07% +26,398 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: 14,189 shares; 2024Q4: 28,917 shares; 2025Q1: 23,373 shares; 2025Q2: 23,045 shares; 2025Q3: 23,132 shares; 2025Q4: 21,850 shares; 2026Q1: 25,312 shares; 2026Q2: 25,037 shares 25,037 $8.54M 0.07% -275 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,955 shares; 2024Q4: 190,584 shares; 2025Q1: 200,018 shares; 2025Q2: 200,696 shares; 2025Q3: 183,923 shares; 2025Q4: 180,312 shares; 2026Q1: 183,818 shares; 2026Q2: 175,369 shares 175,369 $8.52M 0.07% -8,449 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: 68,250 shares; 2024Q4: 79,605 shares; 2025Q1: 79,826 shares; 2025Q2: 76,185 shares; 2025Q3: 76,334 shares; 2025Q4: 75,664 shares; 2026Q1: 75,728 shares; 2026Q2: 77,236 shares 77,236 $8.51M 0.07% +1,508 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,829 shares; 2024Q4: 30,513 shares; 2025Q1: 27,422 shares; 2025Q2: 102,860 shares; 2025Q3: 99,968 shares; 2025Q4: 96,005 shares; 2026Q1: 82,250 shares; 2026Q2: 97,300 shares 97,300 $8.47M 0.07% +15,050 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,909 shares; 2026Q1: not reported; 2026Q2: 166,772 shares 166,772 $8.4M 0.07% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,273 shares; 2026Q2: 181,872 shares 181,872 $8.4M 0.07% +1,599 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,638 shares; 2024Q4: 184,970 shares; 2025Q1: 161,356 shares; 2025Q2: 160,176 shares; 2025Q3: 137,819 shares; 2025Q4: 133,236 shares; 2026Q1: 118,950 shares; 2026Q2: 112,899 shares 112,899 $8.23M 0.07% -6,051 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: 38,218 shares; 2024Q4: 38,563 shares; 2025Q1: 35,786 shares; 2025Q2: 38,057 shares; 2025Q3: 34,913 shares; 2025Q4: 38,223 shares; 2026Q1: 35,690 shares; 2026Q2: 33,912 shares 33,912 $8.22M 0.07% -1,778 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: 92,679 shares; 2024Q4: 62,637 shares; 2025Q1: 67,208 shares; 2025Q2: 64,466 shares; 2025Q3: 63,894 shares; 2025Q4: 69,462 shares; 2026Q1: 60,666 shares; 2026Q2: 58,530 shares 58,530 $8.17M 0.07% -2,136 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 103,393 shares; 2025Q4: 100,500 shares; 2026Q1: 118,511 shares; 2026Q2: 115,263 shares 115,263 $8.14M 0.07% -3,248 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,184 shares; 2024Q4: 55,914 shares; 2025Q1: 63,894 shares; 2025Q2: 63,386 shares; 2025Q3: 180,153 shares; 2025Q4: 210,534 shares; 2026Q1: 243,956 shares; 2026Q2: 247,355 shares 247,355 $8.02M 0.07% +3,399 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: 89,156 shares; 2024Q4: 87,688 shares; 2025Q1: 86,978 shares; 2025Q2: 1,107,322 shares; 2025Q3: 1,120,034 shares; 2025Q4: 1,089,671 shares; 2026Q1: 1,366,754 shares; 2026Q2: 165,564 shares 165,564 $8.02M 0.07% -1,201,190 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: 128,930 shares; 2024Q4: 125,049 shares; 2025Q1: 118,211 shares; 2025Q2: 109,075 shares; 2025Q3: 152,741 shares; 2025Q4: 124,075 shares; 2026Q1: 120,480 shares; 2026Q2: 117,507 shares 117,507 $7.94M 0.07% -2,973 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: 3,499 shares; 2024Q4: 3,264 shares; 2025Q1: 2,888 shares; 2025Q2: 2,882 shares; 2025Q3: 2,873 shares; 2025Q4: 2,799 shares; 2026Q1: 2,686 shares; 2026Q2: 26,252 shares 26,252 $7.92M 0.07% +23,566 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: 159,706 shares; 2024Q4: 76,139 shares; 2025Q1: 67,546 shares; 2025Q2: 71,241 shares; 2025Q3: 69,533 shares; 2025Q4: 74,787 shares; 2026Q1: 85,119 shares; 2026Q2: 95,265 shares 95,265 $7.87M 0.07% +10,146 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: 7,618 shares; 2024Q4: 5,017 shares; 2025Q1: 4,944 shares; 2025Q2: 4,657 shares; 2025Q3: 4,998 shares; 2025Q4: 5,402 shares; 2026Q1: 6,272 shares; 2026Q2: 6,695 shares 6,695 $7.87M 0.07% +423 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,506 shares; 2024Q4: 174,706 shares; 2025Q1: 166,059 shares; 2025Q2: 111,548 shares; 2025Q3: 116,451 shares; 2025Q4: 123,145 shares; 2026Q1: 124,682 shares; 2026Q2: 134,984 shares 134,984 $7.78M 0.07% +10,302 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: 230,220 shares; 2024Q4: 208,743 shares; 2025Q1: 194,001 shares; 2025Q2: 149,568 shares; 2025Q3: 148,118 shares; 2025Q4: 137,266 shares; 2026Q1: 126,928 shares; 2026Q2: 136,182 shares 136,182 $7.76M 0.07% +9,254 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: 42,825 shares; 2024Q4: 39,127 shares; 2025Q1: 38,914 shares; 2025Q2: 38,666 shares; 2025Q3: 37,727 shares; 2025Q4: 38,342 shares; 2026Q1: 45,944 shares; 2026Q2: 48,916 shares 48,916 $7.73M 0.07% +2,972 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: 15,777 shares; 2024Q4: 20,469 shares; 2025Q1: 19,609 shares; 2025Q2: 16,396 shares; 2025Q3: 14,706 shares; 2025Q4: 33,118 shares; 2026Q1: 33,631 shares; 2026Q2: 25,900 shares 25,900 $7.72M 0.07% -7,731 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: 44,423 shares; 2024Q4: 45,030 shares; 2025Q1: 45,344 shares; 2025Q2: 32,746 shares; 2025Q3: 39,914 shares; 2025Q4: 56,434 shares; 2026Q1: 167,855 shares; 2026Q2: 161,724 shares 161,724 $7.63M 0.06% -6,131 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,036 shares; 2024Q4: 35,010 shares; 2025Q1: 271,662 shares; 2025Q2: 533,510 shares; 2025Q3: 103,632 shares; 2025Q4: 132,069 shares; 2026Q1: 290,915 shares; 2026Q2: 297,113 shares 297,113 $7.56M 0.06% +6,198 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,484 shares; 2024Q4: 122,209 shares; 2025Q1: 141,492 shares; 2025Q2: 146,552 shares; 2025Q3: 146,592 shares; 2025Q4: 146,378 shares; 2026Q1: 139,992 shares; 2026Q2: 128,330 shares 128,330 $7.47M 0.06% -11,662 Timeline SECU 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: 149,693 shares 149,693 $7.46M 0.06% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,744 shares; 2024Q4: 41,002 shares; 2025Q1: 40,487 shares; 2025Q2: 41,564 shares; 2025Q3: 41,576 shares; 2025Q4: 42,186 shares; 2026Q1: 41,321 shares; 2026Q2: 78,159 shares 78,159 $7.46M 0.06% +36,838 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,129 shares; 2024Q4: 14,697 shares; 2025Q1: 15,583 shares; 2025Q2: 15,504 shares; 2025Q3: 15,941 shares; 2025Q4: 15,128 shares; 2026Q1: 14,919 shares; 2026Q2: 90,185 shares 90,185 $7.45M 0.06% +75,266 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: 128,320 shares; 2024Q4: 120,578 shares; 2025Q1: 122,330 shares; 2025Q2: 120,969 shares; 2025Q3: 122,259 shares; 2025Q4: 120,098 shares; 2026Q1: 103,605 shares; 2026Q2: 138,093 shares 138,093 $7.4M 0.06% +34,488 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,301 shares; 2024Q4: 60,846 shares; 2025Q1: 55,900 shares; 2025Q2: 50,121 shares; 2025Q3: 50,926 shares; 2025Q4: 52,724 shares; 2026Q1: 58,595 shares; 2026Q2: 57,459 shares 57,459 $7.38M 0.06% -1,136 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: 17,548 shares; 2024Q4: 13,693 shares; 2025Q1: 12,138 shares; 2025Q2: 12,557 shares; 2025Q3: 12,337 shares; 2025Q4: 13,218 shares; 2026Q1: 12,797 shares; 2026Q2: 14,361 shares 14,361 $7.38M 0.06% +1,564 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: 4,188 shares; 2024Q4: 5,319 shares; 2025Q1: 5,005 shares; 2025Q2: 6,055 shares; 2025Q3: 6,021 shares; 2025Q4: 10,985 shares; 2026Q1: 9,841 shares; 2026Q2: 9,648 shares 9,648 $7.36M 0.06% -193 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: 104,269 shares; 2024Q4: 115,974 shares; 2025Q1: 109,500 shares; 2025Q2: 108,032 shares; 2025Q3: 109,044 shares; 2025Q4: 117,162 shares; 2026Q1: 81,909 shares; 2026Q2: 90,241 shares 90,241 $7.33M 0.06% +8,332 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,798 shares; 2024Q4: 11,565 shares; 2025Q1: 7,737 shares; 2025Q2: 50,228 shares; 2025Q3: 107,175 shares; 2025Q4: 140,061 shares; 2026Q1: 179,621 shares; 2026Q2: 209,495 shares 209,495 $7.31M 0.06% +29,874 Timeline TMSL 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: 71,932 shares; 2024Q4: 163,257 shares; 2025Q1: 159,437 shares; 2025Q2: 161,806 shares; 2025Q3: 161,379 shares; 2025Q4: 157,129 shares; 2026Q1: 173,771 shares; 2026Q2: 163,434 shares 163,434 $7.17M 0.06% -10,337 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755,451 shares; 2024Q4: 473,749 shares; 2025Q1: 480,543 shares; 2025Q2: 480,547 shares; 2025Q3: 496,514 shares; 2025Q4: 488,914 shares; 2026Q1: 464,752 shares; 2026Q2: 141,195 shares 141,195 $7.15M 0.06% -323,557 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,105 shares; 2024Q4: 72,847 shares; 2025Q1: 72,163 shares; 2025Q2: 70,001 shares; 2025Q3: 69,309 shares; 2025Q4: 68,295 shares; 2026Q1: 68,358 shares; 2026Q2: 68,633 shares 68,633 $7.14M 0.06% +275 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,621 shares; 2024Q4: 142,123 shares; 2025Q1: 152,571 shares; 2025Q2: 132,612 shares; 2025Q3: 129,787 shares; 2025Q4: 125,271 shares; 2026Q1: 100,130 shares; 2026Q2: 97,376 shares 97,376 $7.09M 0.06% -2,754 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,268 shares; 2025Q3: 1,249 shares; 2025Q4: 1,282 shares; 2026Q1: 1,968 shares; 2026Q2: 11,033 shares 11,033 $7.07M 0.06% +9,065 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,765 shares; 2024Q4: 180,897 shares; 2025Q1: 183,228 shares; 2025Q2: 123,178 shares; 2025Q3: 127,396 shares; 2025Q4: 137,270 shares; 2026Q1: 135,155 shares; 2026Q2: 57,748 shares 57,748 $7.03M 0.06% -77,407 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: 34,959 shares; 2024Q4: not reported; 2025Q1: 44,162 shares; 2025Q2: 45,293 shares; 2025Q3: 70,949 shares; 2025Q4: 318,248 shares; 2026Q1: 317,587 shares; 2026Q2: 289,388 shares 289,388 $7.01M 0.06% -28,199 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: 135,697 shares; 2024Q4: 136,441 shares; 2025Q1: 131,655 shares; 2025Q2: 133,676 shares; 2025Q3: 140,129 shares; 2025Q4: 128,237 shares; 2026Q1: 120,684 shares; 2026Q2: 117,311 shares 117,311 $7M 0.06% -3,373 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,239 shares; 2024Q4: 2,257 shares; 2025Q1: 2,885 shares; 2025Q2: 3,097 shares; 2025Q3: 2,894 shares; 2025Q4: 2,935 shares; 2026Q1: 50,863 shares; 2026Q2: 55,282 shares 55,282 $6.97M 0.06% +4,419 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,225 shares; 2026Q2: 113,875 shares 113,875 $6.96M 0.06% +1,650 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: 21,043 shares; 2024Q4: 20,996 shares; 2025Q1: 17,986 shares; 2025Q2: 16,915 shares; 2025Q3: 14,324 shares; 2025Q4: 98,182 shares; 2026Q1: 95,775 shares; 2026Q2: 93,053 shares 93,053 $6.92M 0.06% -2,722 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: 95,872 shares; 2024Q4: 112,508 shares; 2025Q1: 68,053 shares; 2025Q2: 85,926 shares; 2025Q3: 80,654 shares; 2025Q4: 102,457 shares; 2026Q1: 89,649 shares; 2026Q2: 69,579 shares 69,579 $6.89M 0.06% -20,070 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157,263 shares 157,263 $6.86M 0.06% new 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: 39,939 shares; 2024Q4: 32,457 shares; 2025Q1: 29,741 shares; 2025Q2: 29,599 shares; 2025Q3: 29,558 shares; 2025Q4: 28,028 shares; 2026Q1: 32,310 shares; 2026Q2: 35,861 shares 35,861 $6.8M 0.06% +3,551 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631,699 shares; 2024Q4: 687,439 shares; 2025Q1: 649,220 shares; 2025Q2: 603,602 shares; 2025Q3: 633,581 shares; 2025Q4: 689,190 shares; 2026Q1: 594,352 shares; 2026Q2: 606,507 shares 606,507 $6.76M 0.06% +12,155 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: 6,693 shares; 2024Q4: 4,209 shares; 2025Q1: 5,014 shares; 2025Q2: 4,550 shares; 2025Q3: 5,066 shares; 2025Q4: 33,838 shares; 2026Q1: 33,125 shares; 2026Q2: 25,965 shares 25,965 $6.76M 0.06% -7,160 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,572 shares; 2024Q4: 3,398 shares; 2025Q1: 12,265 shares; 2025Q2: 19,006 shares; 2025Q3: 23,648 shares; 2025Q4: 26,966 shares; 2026Q1: 38,795 shares; 2026Q2: 44,275 shares 44,275 $6.74M 0.06% +5,480 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,516 shares; 2024Q4: 13,784 shares; 2025Q1: 14,451 shares; 2025Q2: 12,986 shares; 2025Q3: 20,247 shares; 2025Q4: 14,869 shares; 2026Q1: 13,634 shares; 2026Q2: 13,435 shares 13,435 $6.74M 0.06% -199 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: 35,557 shares; 2024Q4: 36,983 shares; 2025Q1: 32,045 shares; 2025Q2: 29,090 shares; 2025Q3: 27,933 shares; 2025Q4: 18,823 shares; 2026Q1: 18,370 shares; 2026Q2: 18,310 shares 18,310 $6.7M 0.06% -60 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: 27,496 shares; 2024Q4: 24,801 shares; 2025Q1: 33,192 shares; 2025Q2: 34,369 shares; 2025Q3: 33,910 shares; 2025Q4: 32,081 shares; 2026Q1: 27,102 shares; 2026Q2: 26,166 shares 26,166 $6.68M 0.06% -936 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: 31,073 shares; 2024Q4: 30,695 shares; 2025Q1: 24,874 shares; 2025Q2: 25,110 shares; 2025Q3: 25,170 shares; 2025Q4: 25,685 shares; 2026Q1: 31,326 shares; 2026Q2: 36,929 shares 36,929 $6.68M 0.06% +5,603 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539,850 shares; 2024Q4: 446,315 shares; 2025Q1: 378,431 shares; 2025Q2: 330,520 shares; 2025Q3: 330,448 shares; 2025Q4: 300,776 shares; 2026Q1: 300,864 shares; 2026Q2: 258,561 shares 258,561 $6.65M 0.06% -42,303 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,189 shares; 2024Q4: 71,289 shares; 2025Q1: 62,529 shares; 2025Q2: 61,709 shares; 2025Q3: 61,647 shares; 2025Q4: 57,661 shares; 2026Q1: 55,689 shares; 2026Q2: 60,711 shares 60,711 $6.64M 0.06% +5,022 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,813 shares; 2024Q4: 198,491 shares; 2025Q1: 207,643 shares; 2025Q2: 205,691 shares; 2025Q3: 217,270 shares; 2025Q4: 218,810 shares; 2026Q1: 223,248 shares; 2026Q2: 225,486 shares 225,486 $6.59M 0.06% +2,238 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: 24,860 shares; 2024Q4: 20,740 shares; 2025Q1: 17,658 shares; 2025Q2: 17,782 shares; 2025Q3: 16,717 shares; 2025Q4: 22,894 shares; 2026Q1: 20,095 shares; 2026Q2: 19,365 shares 19,365 $6.55M 0.06% -730 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,547 shares; 2025Q1: 64,738 shares; 2025Q2: 70,039 shares; 2025Q3: 71,828 shares; 2025Q4: 84,134 shares; 2026Q1: 112,983 shares; 2026Q2: 192,924 shares 192,924 $6.47M 0.05% +79,941 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: 38,116 shares; 2024Q4: 75,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,297 shares; 2025Q4: 67,953 shares; 2026Q1: 91,288 shares; 2026Q2: 95,728 shares 95,728 $6.47M 0.05% +4,440 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,254 shares; 2024Q4: 143,116 shares; 2025Q1: 140,394 shares; 2025Q2: 145,530 shares; 2025Q3: 134,723 shares; 2025Q4: 292,198 shares; 2026Q1: 283,706 shares; 2026Q2: 258,994 shares 258,994 $6.24M 0.05% -24,712 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: 541,864 shares; 2024Q4: 542,909 shares; 2025Q1: 487,689 shares; 2025Q2: 513,959 shares; 2025Q3: 542,939 shares; 2025Q4: 527,737 shares; 2026Q1: 508,965 shares; 2026Q2: 118,885 shares 118,885 $6.23M 0.05% -390,080 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: 26,190 shares; 2024Q4: 33,076 shares; 2025Q1: 28,795 shares; 2025Q2: 27,520 shares; 2025Q3: 22,683 shares; 2025Q4: 54,363 shares; 2026Q1: 54,310 shares; 2026Q2: 57,630 shares 57,630 $6.2M 0.05% +3,320 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: 34,385 shares; 2024Q4: 38,655 shares; 2025Q1: 33,314 shares; 2025Q2: 28,837 shares; 2025Q3: 26,975 shares; 2025Q4: 25,919 shares; 2026Q1: 25,011 shares; 2026Q2: 25,168 shares 25,168 $6.12M 0.05% +157 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: 10,624 shares; 2025Q1: 13,777 shares; 2025Q2: 13,370 shares; 2025Q3: 12,266 shares; 2025Q4: 15,249 shares; 2026Q1: 13,375 shares; 2026Q2: 14,099 shares 14,099 $6.11M 0.05% +724 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,882 shares; 2024Q4: 81,675 shares; 2025Q1: 78,395 shares; 2025Q2: 78,834 shares; 2025Q3: 78,687 shares; 2025Q4: 78,267 shares; 2026Q1: 71,783 shares; 2026Q2: 66,570 shares 66,570 $6.1M 0.05% -5,213 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: 33,209 shares; 2024Q4: 33,906 shares; 2025Q1: 38,039 shares; 2025Q2: 37,222 shares; 2025Q3: 38,442 shares; 2025Q4: 127,400 shares; 2026Q1: 122,575 shares; 2026Q2: 122,054 shares 122,054 $6.08M 0.05% -521 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,741 shares; 2024Q4: 40,278 shares; 2025Q1: 37,802 shares; 2025Q2: 37,856 shares; 2025Q3: 37,587 shares; 2025Q4: 40,674 shares; 2026Q1: 39,911 shares; 2026Q2: 39,704 shares 39,704 $6.04M 0.05% -207 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: 20,011 shares; 2024Q4: 18,193 shares; 2025Q1: 14,207 shares; 2025Q2: 18,950 shares; 2025Q3: 20,164 shares; 2025Q4: 20,220 shares; 2026Q1: 19,760 shares; 2026Q2: 20,075 shares 20,075 $6.03M 0.05% +315 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,543 shares; 2026Q2: 155,009 shares 155,009 $5.98M 0.05% +50,466 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: 49,935 shares; 2024Q4: 32,741 shares; 2025Q1: 18,049 shares; 2025Q2: 18,053 shares; 2025Q3: 17,851 shares; 2025Q4: 17,336 shares; 2026Q1: 17,467 shares; 2026Q2: 17,847 shares 17,847 $5.97M 0.05% +380 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: 18,899 shares; 2024Q4: 18,319 shares; 2025Q1: 15,592 shares; 2025Q2: 15,603 shares; 2025Q3: 15,642 shares; 2025Q4: 17,032 shares; 2026Q1: 17,136 shares; 2026Q2: 16,412 shares 16,412 $5.94M 0.05% -724 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: 47,965 shares; 2024Q4: 43,475 shares; 2025Q1: 41,285 shares; 2025Q2: 34,024 shares; 2025Q3: 31,582 shares; 2025Q4: 112,773 shares; 2026Q1: 110,714 shares; 2026Q2: 102,842 shares 102,842 $5.93M 0.05% -7,872 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271,655 shares; 2026Q1: 272,482 shares; 2026Q2: 242,492 shares 242,492 $5.87M 0.05% -29,990 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,688 shares; 2024Q4: 3,623 shares; 2025Q1: 8,448 shares; 2025Q2: 8,079 shares; 2025Q3: 8,042 shares; 2025Q4: 29,691 shares; 2026Q1: 30,385 shares; 2026Q2: 32,718 shares 32,718 $5.74M 0.05% +2,333 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,750 shares; 2024Q4: 64,077 shares; 2025Q1: 87,741 shares; 2025Q2: 97,502 shares; 2025Q3: 86,317 shares; 2025Q4: 85,116 shares; 2026Q1: 117,527 shares; 2026Q2: 119,767 shares 119,767 $5.68M 0.05% +2,240 Timeline UCON 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: 27,871 shares; 2024Q4: 73,588 shares; 2025Q1: 77,331 shares; 2025Q2: 79,556 shares; 2025Q3: 100,168 shares; 2025Q4: 123,892 shares; 2026Q1: 195,765 shares; 2026Q2: 227,668 shares 227,668 $5.66M 0.05% +31,903 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: 2,707 shares; 2024Q4: 2,705 shares; 2025Q1: 3,159 shares; 2025Q2: 3,106 shares; 2025Q3: 2,977 shares; 2025Q4: 2,850 shares; 2026Q1: 2,561 shares; 2026Q2: 5,866 shares 5,866 $5.66M 0.05% +3,305 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,364 shares; 2026Q1: 35,639 shares; 2026Q2: 35,887 shares 35,887 $5.6M 0.05% +248 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: 140,471 shares; 2024Q4: 159,543 shares; 2025Q1: 40,789 shares; 2025Q2: 44,009 shares; 2025Q3: 44,518 shares; 2025Q4: 35,214 shares; 2026Q1: 81,150 shares; 2026Q2: 97,266 shares 97,266 $5.49M 0.05% +16,116 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,084 shares; 2024Q4: 113,702 shares; 2025Q1: 121,194 shares; 2025Q2: 115,256 shares; 2025Q3: 114,029 shares; 2025Q4: 112,314 shares; 2026Q1: 111,707 shares; 2026Q2: 120,549 shares 120,549 $5.44M 0.05% +8,842 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 10,375 shares; 2026Q2: 18,995 shares 18,995 $5.39M 0.05% +8,620 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,635 shares; 2024Q4: 79,032 shares; 2025Q1: 76,880 shares; 2025Q2: 74,002 shares; 2025Q3: 74,079 shares; 2025Q4: 74,527 shares; 2026Q1: 70,347 shares; 2026Q2: 66,569 shares 66,569 $5.34M 0.05% -3,778 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: 40,955 shares; 2024Q4: 47,591 shares; 2025Q1: 47,116 shares; 2025Q2: 45,497 shares; 2025Q3: 43,386 shares; 2025Q4: 40,941 shares; 2026Q1: 48,042 shares; 2026Q2: 57,720 shares 57,720 $5.33M 0.04% +9,678 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: 14,064 shares; 2024Q4: 11,838 shares; 2025Q1: 8,354 shares; 2025Q2: 8,914 shares; 2025Q3: 11,254 shares; 2025Q4: 88,668 shares; 2026Q1: 90,852 shares; 2026Q2: 83,518 shares 83,518 $5.17M 0.04% -7,334 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: 6,703 shares; 2024Q4: 5,792 shares; 2025Q1: 5,525 shares; 2025Q2: 8,519 shares; 2025Q3: 8,257 shares; 2025Q4: 12,585 shares; 2026Q1: 8,368 shares; 2026Q2: 8,118 shares 8,118 $5.15M 0.04% -250 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: 246,227 shares; 2024Q4: 229,534 shares; 2025Q1: 100,423 shares; 2025Q2: 107,249 shares; 2025Q3: 111,481 shares; 2025Q4: 104,940 shares; 2026Q1: 107,564 shares; 2026Q2: 140,539 shares 140,539 $5.13M 0.04% +32,975 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,405 shares; 2024Q4: 350,188 shares; 2025Q1: 354,381 shares; 2025Q2: 338,756 shares; 2025Q3: 312,520 shares; 2025Q4: 319,616 shares; 2026Q1: 58,063 shares; 2026Q2: 53,019 shares 53,019 $5.11M 0.04% -5,044 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: 7,025 shares; 2024Q4: 6,633 shares; 2025Q1: 6,609 shares; 2025Q2: 2,913 shares; 2025Q3: 2,951 shares; 2025Q4: 3,089 shares; 2026Q1: 2,950 shares; 2026Q2: 2,556 shares 2,556 $5.09M 0.04% -394 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: 46,423 shares; 2024Q4: 42,698 shares; 2025Q1: 39,389 shares; 2025Q2: 38,350 shares; 2025Q3: 36,905 shares; 2025Q4: 38,608 shares; 2026Q1: 39,063 shares; 2026Q2: 34,667 shares 34,667 $5.08M 0.04% -4,396 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,077 shares; 2026Q1: 246,980 shares; 2026Q2: 217,105 shares 217,105 $5.03M 0.04% -29,875 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,673 shares; 2024Q4: 49,783 shares; 2025Q1: 73,347 shares; 2025Q2: 74,554 shares; 2025Q3: 80,033 shares; 2025Q4: 105,068 shares; 2026Q1: 109,102 shares; 2026Q2: 124,514 shares 124,514 $5M 0.04% +15,412 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: 50,990 shares; 2024Q4: 49,062 shares; 2025Q1: 49,202 shares; 2025Q2: 49,039 shares; 2025Q3: 50,489 shares; 2025Q4: 44,634 shares; 2026Q1: 39,768 shares; 2026Q2: 39,454 shares 39,454 $4.99M 0.04% -314 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: 79,179 shares; 2024Q4: 83,435 shares; 2025Q1: 82,855 shares; 2025Q2: 57,842 shares; 2025Q3: 48,211 shares; 2025Q4: 46,025 shares; 2026Q1: 47,416 shares; 2026Q2: 48,257 shares 48,257 $4.97M 0.04% +841 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225,470 shares; 2026Q1: 220,900 shares; 2026Q2: 194,537 shares 194,537 $4.91M 0.04% -26,363 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,019 shares; 2024Q4: 131,474 shares; 2025Q1: 132,839 shares; 2025Q2: 133,815 shares; 2025Q3: 131,544 shares; 2025Q4: 132,522 shares; 2026Q1: 131,382 shares; 2026Q2: 131,203 shares 131,203 $4.88M 0.04% -179 Timeline DFSB 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: 40,658 shares; 2024Q4: 48,673 shares; 2025Q1: 63,105 shares; 2025Q2: 53,802 shares; 2025Q3: 63,667 shares; 2025Q4: 76,643 shares; 2026Q1: 77,360 shares; 2026Q2: 92,956 shares 92,956 $4.84M 0.04% +15,596 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: 42,646 shares; 2024Q4: 40,588 shares; 2025Q1: 40,717 shares; 2025Q2: 35,666 shares; 2025Q3: 36,164 shares; 2025Q4: 35,956 shares; 2026Q1: 47,888 shares; 2026Q2: 50,146 shares 50,146 $4.83M 0.04% +2,258 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: 30,826 shares; 2024Q4: 28,752 shares; 2025Q1: 28,635 shares; 2025Q2: 28,293 shares; 2025Q3: 28,034 shares; 2025Q4: 28,839 shares; 2026Q1: 27,805 shares; 2026Q2: 28,469 shares 28,469 $4.81M 0.04% +664 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: 74,610 shares; 2024Q4: 65,563 shares; 2025Q1: 66,097 shares; 2025Q2: 162,817 shares; 2025Q3: 159,787 shares; 2025Q4: 117,085 shares; 2026Q1: 118,085 shares; 2026Q2: 86,975 shares 86,975 $4.8M 0.04% -31,110 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: 12,702 shares; 2024Q4: 11,882 shares; 2025Q1: 9,434 shares; 2025Q2: 8,028 shares; 2025Q3: 7,855 shares; 2025Q4: 10,078 shares; 2026Q1: 9,034 shares; 2026Q2: 9,414 shares 9,414 $4.8M 0.04% +380 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,201 shares; 2024Q4: 15,187 shares; 2025Q1: 11,816 shares; 2025Q2: 10,508 shares; 2025Q3: 10,084 shares; 2025Q4: 43,086 shares; 2026Q1: 43,601 shares; 2026Q2: 48,723 shares 48,723 $4.79M 0.04% +5,122 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: 51,432 shares; 2024Q4: 50,523 shares; 2025Q1: 42,217 shares; 2025Q2: 44,515 shares; 2025Q3: 41,804 shares; 2025Q4: 43,541 shares; 2026Q1: 46,112 shares; 2026Q2: 45,935 shares 45,935 $4.77M 0.04% -177 Timeline DFEV 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: 98,722 shares; 2024Q4: 90,230 shares; 2025Q1: 93,758 shares; 2025Q2: 90,899 shares; 2025Q3: 92,995 shares; 2025Q4: 98,421 shares; 2026Q1: 101,802 shares; 2026Q2: 111,781 shares 111,781 $4.77M 0.04% +9,979 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248,375 shares; 2026Q1: 249,339 shares; 2026Q2: 218,486 shares 218,486 $4.76M 0.04% -30,853 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,620 shares; 2024Q4: 130,885 shares; 2025Q1: 123,350 shares; 2025Q2: 104,216 shares; 2025Q3: 93,759 shares; 2025Q4: 90,085 shares; 2026Q1: 76,360 shares; 2026Q2: 70,085 shares 70,085 $4.71M 0.04% -6,275 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: 14,111 shares; 2024Q4: 10,789 shares; 2025Q1: 10,640 shares; 2025Q2: 11,184 shares; 2025Q3: 11,469 shares; 2025Q4: 11,767 shares; 2026Q1: 12,976 shares; 2026Q2: 21,323 shares 21,323 $4.7M 0.04% +8,347 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; 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: 87,975 shares; 2026Q1: 88,352 shares; 2026Q2: 105,190 shares 105,190 $4.68M 0.04% +16,838 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 137,613 shares; 2025Q1: 127,290 shares; 2025Q2: 124,966 shares; 2025Q3: 122,075 shares; 2025Q4: 117,583 shares; 2026Q1: 113,188 shares; 2026Q2: 100,631 shares 100,631 $4.62M 0.04% -12,557 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,932 shares 81,932 $4.58M 0.04% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,298 shares; 2024Q4: 36,361 shares; 2025Q1: 60,850 shares; 2025Q2: 63,053 shares; 2025Q3: 72,571 shares; 2025Q4: 99,845 shares; 2026Q1: 110,860 shares; 2026Q2: 132,311 shares 132,311 $4.52M 0.04% +21,451 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: 100,997 shares; 2024Q4: 97,461 shares; 2025Q1: 30,079 shares; 2025Q2: 26,923 shares; 2025Q3: 25,942 shares; 2025Q4: 25,453 shares; 2026Q1: 24,892 shares; 2026Q2: 24,217 shares 24,217 $4.48M 0.04% -675 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,879 shares; 2024Q4: 166,606 shares; 2025Q1: 147,465 shares; 2025Q2: 163,438 shares; 2025Q3: 186,577 shares; 2025Q4: 188,949 shares; 2026Q1: 239,270 shares; 2026Q2: 191,247 shares 191,247 $4.43M 0.04% -48,023 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 173,164 shares 173,164 $4.43M 0.04% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,440 shares; 2024Q4: 75,675 shares; 2025Q1: 86,182 shares; 2025Q2: 83,558 shares; 2025Q3: 82,430 shares; 2025Q4: 82,829 shares; 2026Q1: 82,386 shares; 2026Q2: 87,567 shares 87,567 $4.42M 0.04% +5,181 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,080 shares; 2024Q4: 103,157 shares; 2025Q1: 95,538 shares; 2025Q2: 44,110 shares; 2025Q3: 46,164 shares; 2025Q4: 42,950 shares; 2026Q1: 95,889 shares; 2026Q2: 49,872 shares 49,872 $4.42M 0.04% -46,017 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: 53,734 shares; 2024Q4: 52,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,741 shares; 2026Q2: 70,874 shares 70,874 $4.41M 0.04% +24,133 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,330 shares; 2024Q4: 59,260 shares; 2025Q1: 57,115 shares; 2025Q2: 42,875 shares; 2025Q3: 40,638 shares; 2025Q4: 39,395 shares; 2026Q1: 51,487 shares; 2026Q2: 48,524 shares 48,524 $4.41M 0.04% -2,963 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,860 shares; 2024Q4: 109,870 shares; 2025Q1: 109,939 shares; 2025Q2: 118,385 shares; 2025Q3: 153,461 shares; 2025Q4: 171,694 shares; 2026Q1: 176,129 shares; 2026Q2: 202,726 shares 202,726 $4.4M 0.04% +26,597 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: 49,403 shares; 2024Q4: 43,223 shares; 2025Q1: 40,162 shares; 2025Q2: 50,032 shares; 2025Q3: 46,660 shares; 2025Q4: 34,430 shares; 2026Q1: 45,051 shares; 2026Q2: 42,622 shares 42,622 $4.36M 0.04% -2,429 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,146 shares; 2024Q4: 36,088 shares; 2025Q1: 37,676 shares; 2025Q2: 41,814 shares; 2025Q3: 42,737 shares; 2025Q4: 45,213 shares; 2026Q1: 42,425 shares; 2026Q2: 37,255 shares 37,255 $4.35M 0.04% -5,170 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,620 shares 80,620 $4.34M 0.04% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,112 shares; 2024Q4: 7,112 shares; 2025Q1: 6,892 shares; 2025Q2: 6,597 shares; 2025Q3: 6,475 shares; 2025Q4: 6,301 shares; 2026Q1: 6,065 shares; 2026Q2: 6,083 shares 6,083 $4.28M 0.04% +18 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: 19,199 shares; 2024Q4: 18,975 shares; 2025Q1: 18,550 shares; 2025Q2: 7,552 shares; 2025Q3: 7,533 shares; 2025Q4: 7,143 shares; 2026Q1: 11,062 shares; 2026Q2: 11,997 shares 11,997 $4.25M 0.04% +935 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,910 shares; 2024Q4: 121,180 shares; 2025Q1: 117,152 shares; 2025Q2: 98,661 shares; 2025Q3: 88,603 shares; 2025Q4: 84,852 shares; 2026Q1: 88,021 shares; 2026Q2: 89,648 shares 89,648 $4.25M 0.04% +1,627 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,396 shares; 2026Q2: 142,866 shares 142,866 $4.19M 0.04% +59,470 Timeline PJAN 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: 53,857 shares; 2024Q4: 57,935 shares; 2025Q1: 61,329 shares; 2025Q2: 100,557 shares; 2025Q3: 85,555 shares; 2025Q4: 81,127 shares; 2026Q1: 88,362 shares; 2026Q2: 84,590 shares 84,590 $4.19M 0.04% -3,772 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: not reported; 2024Q4: 904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 11,093 shares; 2026Q2: 14,380 shares 14,380 $4.18M 0.04% +3,287 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: 6,163 shares; 2024Q4: 5,345 shares; 2025Q1: 4,729 shares; 2025Q2: 4,674 shares; 2025Q3: 4,463 shares; 2025Q4: 40,233 shares; 2026Q1: 56,675 shares; 2026Q2: 58,448 shares 58,448 $4.17M 0.04% +1,773 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182 shares; 2026Q1: 779 shares; 2026Q2: 1,834 shares 1,834 $4.17M 0.04% +1,055 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,584 shares; 2024Q4: 314,507 shares; 2025Q1: 277,937 shares; 2025Q2: 273,599 shares; 2025Q3: 268,400 shares; 2025Q4: 257,916 shares; 2026Q1: 255,091 shares; 2026Q2: 496,544 shares 496,544 $4.15M 0.04% +241,453 Timeline AVDS 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: 68,544 shares; 2025Q3: 56,410 shares; 2025Q4: 53,959 shares; 2026Q1: 53,748 shares; 2026Q2: 54,374 shares 54,374 $4.09M 0.03% +626 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: 13,088 shares; 2024Q4: 15,547 shares; 2025Q1: 13,195 shares; 2025Q2: 12,342 shares; 2025Q3: 12,283 shares; 2025Q4: 16,809 shares; 2026Q1: 18,869 shares; 2026Q2: 14,977 shares 14,977 $4.07M 0.03% -3,892 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: 8,057 shares; 2024Q4: 4,245 shares; 2025Q1: 3,788 shares; 2025Q2: 3,618 shares; 2025Q3: 3,590 shares; 2025Q4: 4,085 shares; 2026Q1: 5,124 shares; 2026Q2: 5,573 shares 5,573 $3.97M 0.03% +449 Timeline PJUL 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: 52,743 shares; 2024Q4: 55,691 shares; 2025Q1: 52,131 shares; 2025Q2: 75,358 shares; 2025Q3: 84,492 shares; 2025Q4: 82,017 shares; 2026Q1: 80,148 shares; 2026Q2: 81,370 shares 81,370 $3.97M 0.03% +1,222 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,875 shares; 2024Q4: 18,948 shares; 2025Q1: 31,769 shares; 2025Q2: 28,587 shares; 2025Q3: 30,624 shares; 2025Q4: 29,063 shares; 2026Q1: 25,371 shares; 2026Q2: 24,194 shares 24,194 $3.96M 0.03% -1,177 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: 15,859 shares; 2024Q4: 15,894 shares; 2025Q1: 15,894 shares; 2025Q2: 16,430 shares; 2025Q3: 17,773 shares; 2025Q4: 17,773 shares; 2026Q1: 17,749 shares; 2026Q2: 17,868 shares 17,868 $3.95M 0.03% +119 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,302 shares; 2024Q4: 25,492 shares; 2025Q1: 23,606 shares; 2025Q2: 34,412 shares; 2025Q3: 33,521 shares; 2025Q4: 33,207 shares; 2026Q1: 35,027 shares; 2026Q2: 49,203 shares 49,203 $3.93M 0.03% +14,176 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,708 shares; 2024Q4: 11,670 shares; 2025Q1: 11,589 shares; 2025Q2: 11,687 shares; 2025Q3: 11,581 shares; 2025Q4: 11,545 shares; 2026Q1: 11,381 shares; 2026Q2: 10,947 shares 10,947 $3.91M 0.03% -434 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,440 shares; 2024Q4: 10,496 shares; 2025Q1: 10,775 shares; 2025Q2: 10,641 shares; 2025Q3: 9,756 shares; 2025Q4: 9,640 shares; 2026Q1: 9,625 shares; 2026Q2: 14,179 shares 14,179 $3.91M 0.03% +4,554 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,104 shares; 2024Q4: 59,431 shares; 2025Q1: 61,572 shares; 2025Q2: 41,271 shares; 2025Q3: 41,298 shares; 2025Q4: 42,474 shares; 2026Q1: 41,917 shares; 2026Q2: 41,902 shares 41,902 $3.91M 0.03% -15 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,102 shares; 2024Q4: 72,108 shares; 2025Q1: 56,209 shares; 2025Q2: 49,939 shares; 2025Q3: 321,125 shares; 2025Q4: 57,360 shares; 2026Q1: 283,524 shares; 2026Q2: 134,632 shares 134,632 $3.91M 0.03% -148,892 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 103,380 shares; 2025Q4: 130,470 shares; 2026Q1: 138,090 shares; 2026Q2: 141,752 shares 141,752 $3.87M 0.03% +3,662 Timeline INFL 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: 78,528 shares; 2024Q4: 73,643 shares; 2025Q1: 72,959 shares; 2025Q2: 73,142 shares; 2025Q3: 74,525 shares; 2025Q4: 74,980 shares; 2026Q1: 78,189 shares; 2026Q2: 77,548 shares 77,548 $3.87M 0.03% -641 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,914 shares; 2024Q4: 51,914 shares; 2025Q1: 49,914 shares; 2025Q2: 86,635 shares; 2025Q3: 96,447 shares; 2025Q4: 90,382 shares; 2026Q1: 88,281 shares; 2026Q2: 83,837 shares 83,837 $3.86M 0.03% -4,444 Timeline MLN 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: 241,367 shares; 2024Q4: 217,093 shares; 2025Q1: 212,194 shares; 2025Q2: 213,457 shares; 2025Q3: 214,225 shares; 2025Q4: 212,161 shares; 2026Q1: 216,152 shares; 2026Q2: 216,993 shares 216,993 $3.86M 0.03% +841 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,111 shares; 2026Q1: 213,556 shares; 2026Q2: 185,102 shares 185,102 $3.86M 0.03% -28,454 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: 18,258 shares; 2024Q4: 15,869 shares; 2025Q1: 16,407 shares; 2025Q2: 16,045 shares; 2025Q3: 17,485 shares; 2025Q4: 17,557 shares; 2026Q1: 16,738 shares; 2026Q2: 18,450 shares 18,450 $3.86M 0.03% +1,712 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,507 shares; 2024Q4: 28,217 shares; 2025Q1: 31,399 shares; 2025Q2: 23,768 shares; 2025Q3: 25,404 shares; 2025Q4: 23,055 shares; 2026Q1: 24,300 shares; 2026Q2: 24,528 shares 24,528 $3.78M 0.03% +228 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: 14,647 shares; 2024Q4: 15,352 shares; 2025Q1: 16,120 shares; 2025Q2: 16,523 shares; 2025Q3: 16,726 shares; 2025Q4: 18,381 shares; 2026Q1: 19,121 shares; 2026Q2: 19,085 shares 19,085 $3.77M 0.03% -36 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,136 shares; 2025Q1: 30,136 shares; 2025Q2: 29,887 shares; 2025Q3: 33,454 shares; 2025Q4: 88,575 shares; 2026Q1: 68,440 shares; 2026Q2: 67,057 shares 67,057 $3.77M 0.03% -1,383 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,719 shares; 2026Q1: 171,018 shares; 2026Q2: 149,251 shares 149,251 $3.76M 0.03% -21,767 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: 50,820 shares; 2024Q4: 94,732 shares; 2025Q1: 109,141 shares; 2025Q2: 95,393 shares; 2025Q3: 94,049 shares; 2025Q4: 90,816 shares; 2026Q1: 85,197 shares; 2026Q2: 83,799 shares 83,799 $3.75M 0.03% -1,398 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,857 shares; 2026Q2: 36,330 shares 36,330 $3.75M 0.03% -3,527 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,225 shares; 2024Q4: 10,144 shares; 2025Q1: 8,504 shares; 2025Q2: 8,571 shares; 2025Q3: 7,964 shares; 2025Q4: 40,081 shares; 2026Q1: 41,510 shares; 2026Q2: 28,139 shares 28,139 $3.68M 0.03% -13,371 Timeline PJUN 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: 47,293 shares; 2024Q4: 47,333 shares; 2025Q1: 47,093 shares; 2025Q2: 82,206 shares; 2025Q3: 80,828 shares; 2025Q4: 76,549 shares; 2026Q1: 74,508 shares; 2026Q2: 84,468 shares 84,468 $3.65M 0.03% +9,960 Timeline POCT 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: 21,529 shares; 2024Q4: 28,988 shares; 2025Q1: 35,828 shares; 2025Q2: 67,063 shares; 2025Q3: 60,526 shares; 2025Q4: 83,286 shares; 2026Q1: 77,905 shares; 2026Q2: 77,602 shares 77,602 $3.6M 0.03% -303 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 13,300 shares; 2026Q1: 82,692 shares; 2026Q2: 117,423 shares 117,423 $3.6M 0.03% +34,731 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,341 shares; 2024Q4: 29,798 shares; 2025Q1: 25,507 shares; 2025Q2: 25,153 shares; 2025Q3: 22,002 shares; 2025Q4: 33,914 shares; 2026Q1: 27,990 shares; 2026Q2: 23,570 shares 23,570 $3.57M 0.03% -4,420 Timeline PDEC 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: 44,777 shares; 2024Q4: 27,041 shares; 2025Q1: 33,586 shares; 2025Q2: 77,603 shares; 2025Q3: 81,354 shares; 2025Q4: 84,355 shares; 2026Q1: 81,787 shares; 2026Q2: 77,439 shares 77,439 $3.55M 0.03% -4,348 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,229 shares; 2024Q4: 312,136 shares; 2025Q1: 269,843 shares; 2025Q2: 250,458 shares; 2025Q3: 241,927 shares; 2025Q4: 232,297 shares; 2026Q1: 223,267 shares; 2026Q2: 83,332 shares 83,332 $3.53M 0.03% -139,935 Timeline DFAT 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: 84,282 shares; 2024Q4: 80,630 shares; 2025Q1: 70,228 shares; 2025Q2: 59,343 shares; 2025Q3: 55,961 shares; 2025Q4: 53,024 shares; 2026Q1: 51,716 shares; 2026Q2: 50,454 shares 50,454 $3.53M 0.03% -1,262 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: 4,782 shares; 2024Q4: 5,095 shares; 2025Q1: 3,125 shares; 2025Q2: 3,824 shares; 2025Q3: 3,871 shares; 2025Q4: 3,076 shares; 2026Q1: 3,304 shares; 2026Q2: 29,489 shares 29,489 $3.52M 0.03% +26,185 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: 19,787 shares; 2024Q4: 18,236 shares; 2025Q1: 59,448 shares; 2025Q2: 62,468 shares; 2025Q3: 62,894 shares; 2025Q4: 69,330 shares; 2026Q1: 38,594 shares; 2026Q2: 31,676 shares 31,676 $3.49M 0.03% -6,918 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: 17,197 shares; 2025Q1: 9,686 shares; 2025Q2: 12,666 shares; 2025Q3: 11,973 shares; 2025Q4: 10,474 shares; 2026Q1: 17,857 shares; 2026Q2: 20,544 shares 20,544 $3.49M 0.03% +2,687 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: 55,385 shares; 2024Q4: 53,718 shares; 2025Q1: 43,769 shares; 2025Q2: 48,089 shares; 2025Q3: 47,187 shares; 2025Q4: 48,587 shares; 2026Q1: 48,656 shares; 2026Q2: 48,361 shares 48,361 $3.48M 0.03% -295 Timeline FNOV 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: 5,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,971 shares; 2026Q1: 58,971 shares; 2026Q2: 59,138 shares 59,138 $3.46M 0.03% +167 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: 22,403 shares; 2024Q4: 20,447 shares; 2025Q1: 17,611 shares; 2025Q2: 17,117 shares; 2025Q3: 17,428 shares; 2025Q4: 18,365 shares; 2026Q1: 21,595 shares; 2026Q2: 21,194 shares 21,194 $3.43M 0.03% -401 Timeline QSPT 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: 22,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,599 shares; 2026Q1: 100,792 shares; 2026Q2: 98,292 shares 98,292 $3.42M 0.03% -2,500 Timeline PAUG 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: 64,395 shares; 2024Q4: 63,551 shares; 2025Q1: 59,905 shares; 2025Q2: 90,612 shares; 2025Q3: 89,627 shares; 2025Q4: 81,323 shares; 2026Q1: 78,555 shares; 2026Q2: 74,535 shares 74,535 $3.4M 0.03% -4,020 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,499 shares; 2026Q2: 168,327 shares 168,327 $3.4M 0.03% -13,172 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: 7,248 shares; 2024Q4: 3,742 shares; 2025Q1: 3,337 shares; 2025Q2: 3,245 shares; 2025Q3: 2,952 shares; 2025Q4: 3,173 shares; 2026Q1: 2,925 shares; 2026Q2: 3,359 shares 3,359 $3.4M 0.03% +434 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: 147,387 shares; 2024Q4: 136,168 shares; 2025Q1: 125,992 shares; 2025Q2: 121,293 shares; 2025Q3: 106,757 shares; 2025Q4: 103,316 shares; 2026Q1: 93,003 shares; 2026Q2: 80,082 shares 80,082 $3.39M 0.03% -12,921 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,097 shares; 2024Q4: 128,839 shares; 2025Q1: 130,180 shares; 2025Q2: 131,651 shares; 2025Q3: 131,697 shares; 2025Q4: 130,055 shares; 2026Q1: 130,859 shares; 2026Q2: 133,220 shares 133,220 $3.37M 0.03% +2,361 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,054 shares; 2024Q4: 200,607 shares; 2025Q1: 200,630 shares; 2025Q2: 199,391 shares; 2025Q3: 195,321 shares; 2025Q4: 173,777 shares; 2026Q1: 145,710 shares; 2026Q2: 177,149 shares 177,149 $3.34M 0.03% +31,439 Timeline DFSE 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: 62,826 shares; 2024Q4: 68,080 shares; 2025Q1: 68,072 shares; 2025Q2: 64,715 shares; 2025Q3: 65,662 shares; 2025Q4: 63,481 shares; 2026Q1: 64,673 shares; 2026Q2: 68,228 shares 68,228 $3.33M 0.03% +3,555 Timeline GSST 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: 32,144 shares; 2024Q4: 37,947 shares; 2025Q1: 29,398 shares; 2025Q2: 28,824 shares; 2025Q3: 31,520 shares; 2025Q4: 31,328 shares; 2026Q1: 59,782 shares; 2026Q2: 65,780 shares 65,780 $3.33M 0.03% +5,998 Timeline PMAR 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: 162,666 shares; 2024Q4: 27,317 shares; 2025Q1: 29,222 shares; 2025Q2: 78,662 shares; 2025Q3: 72,116 shares; 2025Q4: 64,399 shares; 2026Q1: 73,086 shares; 2026Q2: 69,129 shares 69,129 $3.3M 0.03% -3,957 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,600 shares; 2024Q4: 61,455 shares; 2025Q1: 77,637 shares; 2025Q2: 73,218 shares; 2025Q3: 77,958 shares; 2025Q4: 78,300 shares; 2026Q1: 74,234 shares; 2026Q2: 83,075 shares 83,075 $3.29M 0.03% +8,841 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,683 shares; 2024Q4: 42,478 shares; 2025Q1: 30,161 shares; 2025Q2: 29,771 shares; 2025Q3: 29,212 shares; 2025Q4: 30,160 shares; 2026Q1: 29,988 shares; 2026Q2: 30,023 shares 30,023 $3.27M 0.03% +35 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: 27,344 shares; 2024Q4: 34,676 shares; 2025Q1: 34,437 shares; 2025Q2: 34,509 shares; 2025Q3: 31,798 shares; 2025Q4: 30,820 shares; 2026Q1: 26,861 shares; 2026Q2: 23,321 shares 23,321 $3.26M 0.03% -3,540 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,017 shares; 2024Q4: 140,371 shares; 2025Q1: 140,920 shares; 2025Q2: 126,299 shares; 2025Q3: 121,351 shares; 2025Q4: 65,057 shares; 2026Q1: 49,234 shares; 2026Q2: 47,436 shares 47,436 $3.25M 0.03% -1,798 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,247 shares; 2024Q4: 24,488 shares; 2025Q1: 40,417 shares; 2025Q2: 42,620 shares; 2025Q3: 45,943 shares; 2025Q4: 60,208 shares; 2026Q1: 64,167 shares; 2026Q2: 74,846 shares 74,846 $3.2M 0.03% +10,679 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: 2,705 shares; 2025Q1: 2,554 shares; 2025Q2: 2,579 shares; 2025Q3: 2,629 shares; 2025Q4: 4,862 shares; 2026Q1: 3,140 shares; 2026Q2: 3,292 shares 3,292 $3.17M 0.03% +152 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: 23,639 shares; 2024Q4: 23,387 shares; 2025Q1: 23,268 shares; 2025Q2: 23,422 shares; 2025Q3: 24,667 shares; 2025Q4: 27,049 shares; 2026Q1: 31,602 shares; 2026Q2: 34,962 shares 34,962 $3.14M 0.03% +3,360 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,004 shares; 2024Q4: 38,252 shares; 2025Q1: 36,897 shares; 2025Q2: 35,925 shares; 2025Q3: 35,872 shares; 2025Q4: 34,907 shares; 2026Q1: 32,396 shares; 2026Q2: 32,920 shares 32,920 $3.13M 0.03% +524 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,116 shares; 2026Q2: 41,046 shares 41,046 $3.11M 0.03% +930 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,028 shares; 2024Q4: 7,823 shares; 2025Q1: 7,668 shares; 2025Q2: 7,027 shares; 2025Q3: 5,738 shares; 2025Q4: 6,025 shares; 2026Q1: 7,147 shares; 2026Q2: 8,013 shares 8,013 $3.1M 0.03% +866 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: 190,699 shares; 2024Q4: 187,873 shares; 2025Q1: 183,986 shares; 2025Q2: 184,839 shares; 2025Q3: 166,351 shares; 2025Q4: 161,957 shares; 2026Q1: 151,445 shares; 2026Q2: 149,451 shares 149,451 $3.09M 0.03% -1,994 Timeline TAXF 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: 138,806 shares; 2024Q4: 127,819 shares; 2025Q1: 111,648 shares; 2025Q2: 72,608 shares; 2025Q3: 60,291 shares; 2025Q4: 55,263 shares; 2026Q1: 60,115 shares; 2026Q2: 60,815 shares 60,815 $3.09M 0.03% +700 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,719 shares; 2024Q4: 12,675 shares; 2025Q1: 12,328 shares; 2025Q2: 11,973 shares; 2025Q3: 11,978 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,808 shares 28,808 $3.08M 0.03% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,165 shares; 2024Q4: 29,436 shares; 2025Q1: 29,334 shares; 2025Q2: 74,593 shares; 2025Q3: 70,901 shares; 2025Q4: 75,612 shares; 2026Q1: 73,746 shares; 2026Q2: 68,115 shares 68,115 $3.02M 0.03% -5,631 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: 31,012 shares; 2024Q4: 40,714 shares; 2025Q1: 48,463 shares; 2025Q2: 49,152 shares; 2025Q3: 44,146 shares; 2025Q4: 38,281 shares; 2026Q1: 58,528 shares; 2026Q2: 70,026 shares 70,026 $3.02M 0.03% +11,498 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,406 shares; 2025Q2: 31,479 shares; 2025Q3: 31,049 shares; 2025Q4: 29,769 shares; 2026Q1: 27,369 shares; 2026Q2: 26,538 shares 26,538 $2.98M 0.03% -831 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 1,820 shares; 2025Q1: 2,536 shares; 2025Q2: 2,483 shares; 2025Q3: 2,461 shares; 2025Q4: 13,330 shares; 2026Q1: 12,407 shares; 2026Q2: 11,041 shares 11,041 $2.96M 0.02% -1,366 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: 4,972 shares; 2024Q4: 4,739 shares; 2025Q1: 5,346 shares; 2025Q2: 5,317 shares; 2025Q3: 4,940 shares; 2025Q4: 8,811 shares; 2026Q1: 6,019 shares; 2026Q2: 5,994 shares 5,994 $2.94M 0.02% -25 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: 51,148 shares; 2024Q4: 46,076 shares; 2025Q1: 46,001 shares; 2025Q2: 46,838 shares; 2025Q3: 48,912 shares; 2025Q4: 44,238 shares; 2026Q1: 45,049 shares; 2026Q2: 54,994 shares 54,994 $2.94M 0.02% +9,945 Timeline AVES 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: 54,514 shares; 2025Q3: 45,675 shares; 2025Q4: 43,873 shares; 2026Q1: 44,154 shares; 2026Q2: 44,675 shares 44,675 $2.93M 0.02% +521 Timeline QVAL 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: 17,627 shares; 2024Q4: 42,465 shares; 2025Q1: 49,095 shares; 2025Q2: 51,027 shares; 2025Q3: 51,365 shares; 2025Q4: 51,177 shares; 2026Q1: 50,497 shares; 2026Q2: 52,221 shares 52,221 $2.9M 0.02% +1,724 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: 4,017 shares; 2024Q4: 3,000 shares; 2025Q1: 3,142 shares; 2025Q2: 10,249 shares; 2025Q3: 10,171 shares; 2025Q4: 10,680 shares; 2026Q1: 31,146 shares; 2026Q2: 31,307 shares 31,307 $2.88M 0.02% +161 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,693 shares; 2024Q4: 69,275 shares; 2025Q1: 61,941 shares; 2025Q2: 58,007 shares; 2025Q3: 58,081 shares; 2025Q4: 66,329 shares; 2026Q1: 58,995 shares; 2026Q2: 59,700 shares 59,700 $2.88M 0.02% +705 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,733 shares; 2024Q4: 7,923 shares; 2025Q1: 6,966 shares; 2025Q2: 7,234 shares; 2025Q3: 6,862 shares; 2025Q4: 6,253 shares; 2026Q1: 7,159 shares; 2026Q2: 5,495 shares 5,495 $2.85M 0.02% -1,664 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,310 shares; 2024Q4: 53,259 shares; 2025Q1: 54,977 shares; 2025Q2: 238,495 shares; 2025Q3: 238,671 shares; 2025Q4: 210,598 shares; 2026Q1: 233,576 shares; 2026Q2: 234,360 shares 234,360 $2.84M 0.02% +784 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 105,334 shares; 2025Q1: 183,447 shares; 2025Q2: 190,850 shares; 2025Q3: 181,713 shares; 2025Q4: 71,561 shares; 2026Q1: 71,270 shares; 2026Q2: 69,958 shares 69,958 $2.84M 0.02% -1,312 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: 44,578 shares; 2024Q4: 55,571 shares; 2025Q1: 77,041 shares; 2025Q2: 11,160 shares; 2025Q3: 13,079 shares; 2025Q4: 10,340 shares; 2026Q1: 9,918 shares; 2026Q2: 9,458 shares 9,458 $2.82M 0.02% -460 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: 17,440 shares; 2024Q4: 16,853 shares; 2025Q1: 9,136 shares; 2025Q2: 9,548 shares; 2025Q3: 10,118 shares; 2025Q4: 10,731 shares; 2026Q1: 15,999 shares; 2026Q2: 15,969 shares 15,969 $2.82M 0.02% -30 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,177 shares 26,177 $2.8M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,542 shares; 2026Q1: 8,213 shares; 2026Q2: 9,261 shares 9,261 $2.8M 0.02% +1,048 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: 34,213 shares; 2024Q4: 30,749 shares; 2025Q1: 31,631 shares; 2025Q2: 30,698 shares; 2025Q3: 30,904 shares; 2025Q4: 30,689 shares; 2026Q1: 29,889 shares; 2026Q2: 31,754 shares 31,754 $2.79M 0.02% +1,865 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,762 shares; 2024Q4: 21,563 shares; 2025Q1: 20,045 shares; 2025Q2: 14,378 shares; 2025Q3: 13,296 shares; 2025Q4: 13,561 shares; 2026Q1: 15,648 shares; 2026Q2: 15,589 shares 15,589 $2.78M 0.02% -59 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,800 shares; 2024Q4: 11,779 shares; 2025Q1: 30,487 shares; 2025Q2: 28,054 shares; 2025Q3: 30,342 shares; 2025Q4: 26,997 shares; 2026Q1: 35,439 shares; 2026Q2: 35,051 shares 35,051 $2.78M 0.02% -388 Timeline PMAY 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: 41,192 shares; 2024Q4: 39,692 shares; 2025Q1: 38,642 shares; 2025Q2: 77,548 shares; 2025Q3: 71,856 shares; 2025Q4: 68,061 shares; 2026Q1: 67,289 shares; 2026Q2: 66,857 shares 66,857 $2.76M 0.02% -432 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: 9,199 shares; 2024Q4: 12,241 shares; 2025Q1: 10,473 shares; 2025Q2: 11,246 shares; 2025Q3: 10,550 shares; 2025Q4: 10,367 shares; 2026Q1: 9,973 shares; 2026Q2: 8,054 shares 8,054 $2.74M 0.02% -1,919 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,292 shares; 2024Q4: 42,930 shares; 2025Q1: 43,042 shares; 2025Q2: 42,955 shares; 2025Q3: 42,780 shares; 2025Q4: 43,101 shares; 2026Q1: 42,995 shares; 2026Q2: 43,005 shares 43,005 $2.74M 0.02% +10 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: 5,269 shares; 2024Q4: 5,216 shares; 2025Q1: 6,310 shares; 2025Q2: 6,483 shares; 2025Q3: 10,207 shares; 2025Q4: 10,120 shares; 2026Q1: 8,489 shares; 2026Q2: 8,623 shares 8,623 $2.71M 0.02% +134 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,331 shares; 2024Q4: 164,415 shares; 2025Q1: 128,596 shares; 2025Q2: 51,573 shares; 2025Q3: 45,317 shares; 2025Q4: 46,250 shares; 2026Q1: 48,470 shares; 2026Q2: 51,933 shares 51,933 $2.71M 0.02% +3,463 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: 11,041 shares; 2024Q4: 7,240 shares; 2025Q1: 7,942 shares; 2025Q2: 7,751 shares; 2025Q3: 7,638 shares; 2025Q4: 7,426 shares; 2026Q1: 6,676 shares; 2026Q2: 6,791 shares 6,791 $2.7M 0.02% +115 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,017 shares; 2024Q4: 5,603 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,315 shares; 2026Q2: 30,707 shares 30,707 $2.69M 0.02% +1,392 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,327 shares; 2024Q4: 15,305 shares; 2025Q1: 28,831 shares; 2025Q2: 26,929 shares; 2025Q3: 30,087 shares; 2025Q4: 31,397 shares; 2026Q1: 33,098 shares; 2026Q2: 34,729 shares 34,729 $2.64M 0.02% +1,631 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: 9,434 shares; 2024Q4: 14,536 shares; 2025Q1: 21,200 shares; 2025Q2: 29,994 shares; 2025Q3: 33,835 shares; 2025Q4: 42,726 shares; 2026Q1: 74,408 shares; 2026Q2: 79,200 shares 79,200 $2.64M 0.02% +4,792 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: 7,309 shares; 2024Q4: 7,228 shares; 2025Q1: 6,829 shares; 2025Q2: 6,985 shares; 2025Q3: 6,344 shares; 2025Q4: 6,192 shares; 2026Q1: 6,027 shares; 2026Q2: 6,123 shares 6,123 $2.61M 0.02% +96 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: 109,256 shares; 2024Q4: 64,327 shares; 2025Q1: 58,288 shares; 2025Q2: 45,090 shares; 2025Q3: 46,279 shares; 2025Q4: 25,075 shares; 2026Q1: 32,376 shares; 2026Q2: 32,101 shares 32,101 $2.59M 0.02% -275 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: 777 shares; 2024Q4: 647 shares; 2025Q1: 464 shares; 2025Q2: 461 shares; 2025Q3: 425 shares; 2025Q4: 371 shares; 2026Q1: 607 shares; 2026Q2: 14,459 shares 14,459 $2.58M 0.02% +13,852 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: 32,416 shares; 2024Q4: 27,473 shares; 2025Q1: 24,253 shares; 2025Q2: 23,001 shares; 2025Q3: 21,381 shares; 2025Q4: 19,962 shares; 2026Q1: 24,225 shares; 2026Q2: 20,266 shares 20,266 $2.56M 0.02% -3,959 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,513 shares; 2024Q4: 86,417 shares; 2025Q1: 48,119 shares; 2025Q2: 45,994 shares; 2025Q3: 45,994 shares; 2025Q4: 31,166 shares; 2026Q1: 30,094 shares; 2026Q2: 29,730 shares 29,730 $2.55M 0.02% -364 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: 52,306 shares; 2024Q4: 25,119 shares; 2025Q1: 22,427 shares; 2025Q2: 22,522 shares; 2025Q3: 23,640 shares; 2025Q4: 22,733 shares; 2026Q1: 35,803 shares; 2026Q2: 35,220 shares 35,220 $2.54M 0.02% -583 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,054 shares; 2024Q4: 10,321 shares; 2025Q1: 9,752 shares; 2025Q2: 9,106 shares; 2025Q3: 8,909 shares; 2025Q4: 8,852 shares; 2026Q1: 8,947 shares; 2026Q2: 8,484 shares 8,484 $2.54M 0.02% -463 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: 3,998 shares; 2024Q4: 4,492 shares; 2025Q1: 5,004 shares; 2025Q2: 5,990 shares; 2025Q3: 5,495 shares; 2025Q4: 5,349 shares; 2026Q1: 4,504 shares; 2026Q2: 5,857 shares 5,857 $2.53M 0.02% +1,353 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: 24,941 shares; 2024Q4: 25,376 shares; 2025Q1: 24,553 shares; 2025Q2: 24,514 shares; 2025Q3: 24,797 shares; 2025Q4: 25,958 shares; 2026Q1: 21,808 shares; 2026Q2: 17,441 shares 17,441 $2.52M 0.02% -4,367 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,668 shares; 2025Q4: 5,532 shares; 2026Q1: 22,268 shares; 2026Q2: 33,271 shares 33,271 $2.52M 0.02% +11,003 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: 3,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 3,754 shares; 2025Q4: 4,170 shares; 2026Q1: 3,009 shares; 2026Q2: 3,913 shares 3,913 $2.5M 0.02% +904 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,770 shares; 2024Q4: 59,238 shares; 2025Q1: 56,974 shares; 2025Q2: 45,914 shares; 2025Q3: 50,711 shares; 2025Q4: 52,693 shares; 2026Q1: 53,058 shares; 2026Q2: 45,550 shares 45,550 $2.49M 0.02% -7,508 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602,539 shares; 2024Q4: 773,706 shares; 2025Q1: 899,744 shares; 2025Q2: 547,937 shares; 2025Q3: 265,571 shares; 2025Q4: 113,966 shares; 2026Q1: 109,580 shares; 2026Q2: 90,915 shares 90,915 $2.48M 0.02% -18,665 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,850 shares; 2025Q3: 20,050 shares; 2025Q4: 37,050 shares; 2026Q1: 51,550 shares; 2026Q2: 52,850 shares 52,850 $2.48M 0.02% +1,300 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: 21,224 shares; 2024Q4: 21,087 shares; 2025Q1: 18,599 shares; 2025Q2: 18,743 shares; 2025Q3: 17,315 shares; 2025Q4: 21,700 shares; 2026Q1: 21,540 shares; 2026Q2: 21,093 shares 21,093 $2.47M 0.02% -447 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: 83,105 shares; 2024Q4: 96,383 shares; 2025Q1: 89,168 shares; 2025Q2: 83,917 shares; 2025Q3: 80,369 shares; 2025Q4: 77,719 shares; 2026Q1: 81,756 shares; 2026Q2: 81,058 shares 81,058 $2.47M 0.02% -698 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,858 shares; 2026Q1: 105,779 shares; 2026Q2: 95,777 shares 95,777 $2.47M 0.02% -10,002 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,355 shares; 2024Q4: 27,762 shares; 2025Q1: 26,416 shares; 2025Q2: 23,604 shares; 2025Q3: 23,585 shares; 2025Q4: 22,813 shares; 2026Q1: 23,781 shares; 2026Q2: 23,144 shares 23,144 $2.46M 0.02% -637 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,874 shares; 2024Q4: 3,812 shares; 2025Q1: 3,563 shares; 2025Q2: 3,336 shares; 2025Q3: 5,369 shares; 2025Q4: 5,168 shares; 2026Q1: 6,221 shares; 2026Q2: 6,250 shares 6,250 $2.46M 0.02% +29 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: 3,516 shares; 2024Q4: 4,085 shares; 2025Q1: 4,058 shares; 2025Q2: 2,497 shares; 2025Q3: 2,451 shares; 2025Q4: 3,391 shares; 2026Q1: 3,450 shares; 2026Q2: 3,737 shares 3,737 $2.45M 0.02% +287 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,718 shares; 2024Q4: 56,260 shares; 2025Q1: 56,876 shares; 2025Q2: 57,491 shares; 2025Q3: 57,955 shares; 2025Q4: 63,775 shares; 2026Q1: 65,637 shares; 2026Q2: 65,797 shares 65,797 $2.45M 0.02% +160 Timeline PFEB 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: 61,965 shares; 2024Q4: 11,108 shares; 2025Q1: 27,361 shares; 2025Q2: 72,853 shares; 2025Q3: 65,602 shares; 2025Q4: 55,299 shares; 2026Q1: 61,840 shares; 2026Q2: 56,777 shares 56,777 $2.44M 0.02% -5,063 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: 128,291 shares; 2024Q4: 44,132 shares; 2025Q1: 35,598 shares; 2025Q2: 33,166 shares; 2025Q3: 35,234 shares; 2025Q4: 32,440 shares; 2026Q1: 33,235 shares; 2026Q2: 31,868 shares 31,868 $2.44M 0.02% -1,367 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,027 shares; 2024Q4: 71,852 shares; 2025Q1: 69,338 shares; 2025Q2: 68,064 shares; 2025Q3: 65,825 shares; 2025Q4: 62,784 shares; 2026Q1: 62,149 shares; 2026Q2: 60,219 shares 60,219 $2.43M 0.02% -1,930 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,913 shares; 2024Q4: 109,321 shares; 2025Q1: 108,261 shares; 2025Q2: 105,749 shares; 2025Q3: 104,539 shares; 2025Q4: 102,179 shares; 2026Q1: 101,329 shares; 2026Q2: 103,958 shares 103,958 $2.41M 0.02% +2,629 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,121 shares; 2024Q4: 20,196 shares; 2025Q1: 14,885 shares; 2025Q2: 14,450 shares; 2025Q3: 27,967 shares; 2025Q4: 23,105 shares; 2026Q1: 23,794 shares; 2026Q2: 24,630 shares 24,630 $2.38M 0.02% +836 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 3,257 shares; 2025Q3: 3,150 shares; 2025Q4: 2,102 shares; 2026Q1: 2,427 shares; 2026Q2: 2,763 shares 2,763 $2.37M 0.02% +336 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 8,300 shares; 2026Q1: 42,543 shares; 2026Q2: 73,943 shares 73,943 $2.37M 0.02% +31,400 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,052 shares; 2024Q4: 169,956 shares; 2025Q1: 160,771 shares; 2025Q2: 128,433 shares; 2025Q3: 118,731 shares; 2025Q4: 112,258 shares; 2026Q1: 97,402 shares; 2026Q2: 77,428 shares 77,428 $2.35M 0.02% -19,974 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,158 shares; 2024Q4: 45,642 shares; 2025Q1: 46,621 shares; 2025Q2: 45,095 shares; 2025Q3: 42,496 shares; 2025Q4: 34,442 shares; 2026Q1: 34,742 shares; 2026Q2: 21,818 shares 21,818 $2.33M 0.02% -12,924 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: 11,891 shares; 2024Q4: 11,191 shares; 2025Q1: 11,178 shares; 2025Q2: 11,501 shares; 2025Q3: 11,109 shares; 2025Q4: 10,949 shares; 2026Q1: 11,058 shares; 2026Q2: 10,280 shares 10,280 $2.33M 0.02% -778 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: 34,369 shares; 2024Q4: 31,527 shares; 2025Q1: 31,117 shares; 2025Q2: 29,000 shares; 2025Q3: 28,903 shares; 2025Q4: 28,887 shares; 2026Q1: 26,308 shares; 2026Q2: 25,440 shares 25,440 $2.31M 0.02% -868 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,093 shares; 2024Q4: 32,940 shares; 2025Q1: 33,566 shares; 2025Q2: 41,079 shares; 2025Q3: 41,636 shares; 2025Q4: 41,969 shares; 2026Q1: 52,266 shares; 2026Q2: 52,950 shares 52,950 $2.3M 0.02% +684 Timeline FTHI 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: 64,492 shares; 2024Q4: 77,517 shares; 2025Q1: 79,798 shares; 2025Q2: 65,658 shares; 2025Q3: 66,919 shares; 2025Q4: 62,967 shares; 2026Q1: 96,385 shares; 2026Q2: 96,385 shares 96,385 $2.3M 0.02% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,423 shares; 2024Q4: 52,737 shares; 2025Q1: 14,013 shares; 2025Q2: 14,164 shares; 2025Q3: 10,317 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,508 shares 91,508 $2.29M 0.02% new 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: 25,081 shares; 2024Q4: 12,108 shares; 2025Q1: 11,772 shares; 2025Q2: 11,772 shares; 2025Q3: 10,551 shares; 2025Q4: 9,397 shares; 2026Q1: 17,792 shares; 2026Q2: 38,094 shares 38,094 $2.28M 0.02% +20,302 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: 15,731 shares; 2024Q4: 15,506 shares; 2025Q1: 15,950 shares; 2025Q2: 14,158 shares; 2025Q3: 13,914 shares; 2025Q4: 11,514 shares; 2026Q1: 13,458 shares; 2026Q2: 14,338 shares 14,338 $2.24M 0.02% +880 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,969 shares; 2024Q4: 16,063 shares; 2025Q1: 17,291 shares; 2025Q2: 17,453 shares; 2025Q3: 17,183 shares; 2025Q4: 17,258 shares; 2026Q1: 17,033 shares; 2026Q2: 11,805 shares 11,805 $2.22M 0.02% -5,228 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,337 shares; 2024Q4: 20,026 shares; 2025Q1: 20,893 shares; 2025Q2: 21,080 shares; 2025Q3: 20,626 shares; 2025Q4: 18,886 shares; 2026Q1: 28,992 shares; 2026Q2: 30,288 shares 30,288 $2.22M 0.02% +1,296 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,156 shares; 2024Q4: 7,677 shares; 2025Q1: 8,638 shares; 2025Q2: 7,387 shares; 2025Q3: 7,357 shares; 2025Q4: 7,614 shares; 2026Q1: 6,355 shares; 2026Q2: 6,695 shares 6,695 $2.21M 0.02% +340 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,718 shares; 2024Q4: 89,049 shares; 2025Q1: 85,741 shares; 2025Q2: 93,829 shares; 2025Q3: 91,269 shares; 2025Q4: 80,859 shares; 2026Q1: 56,979 shares; 2026Q2: 43,595 shares 43,595 $2.2M 0.02% -13,384 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,177 shares; 2024Q4: 9,472 shares; 2025Q1: 10,843 shares; 2025Q2: 10,401 shares; 2025Q3: 18,945 shares; 2025Q4: 18,072 shares; 2026Q1: 16,642 shares; 2026Q2: 51,342 shares 51,342 $2.19M 0.02% +34,700 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,736 shares; 2024Q4: 19,469 shares; 2025Q1: 17,772 shares; 2025Q2: 17,437 shares; 2025Q3: 19,134 shares; 2025Q4: 18,056 shares; 2026Q1: 18,897 shares; 2026Q2: 10,028 shares 10,028 $2.19M 0.02% -8,869 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 85,684 shares; 2026Q2: 85,684 shares 85,684 $2.16M 0.02% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 5,188 shares; 2025Q1: 10,299 shares; 2025Q2: 16,967 shares; 2025Q3: 16,572 shares; 2025Q4: 14,169 shares; 2026Q1: 22,223 shares; 2026Q2: 21,347 shares 21,347 $2.16M 0.02% -876 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,465 shares; 2024Q4: 125,540 shares; 2025Q1: 122,540 shares; 2025Q2: 119,681 shares; 2025Q3: 116,472 shares; 2025Q4: 118,085 shares; 2026Q1: 121,666 shares; 2026Q2: 120,753 shares 120,753 $2.16M 0.02% -913 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,921 shares; 2024Q4: 213,234 shares; 2025Q1: 132,849 shares; 2025Q2: 140,068 shares; 2025Q3: 156,723 shares; 2025Q4: 166,184 shares; 2026Q1: 170,888 shares; 2026Q2: 177,723 shares 177,723 $2.15M 0.02% +6,835 Timeline GMF 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: 22,195 shares; 2024Q4: 20,246 shares; 2025Q1: 19,681 shares; 2025Q2: 16,062 shares; 2025Q3: 14,988 shares; 2025Q4: 14,820 shares; 2026Q1: 13,973 shares; 2026Q2: 13,686 shares 13,686 $2.15M 0.02% -287 Timeline EWX 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: 35,676 shares; 2024Q4: 35,032 shares; 2025Q1: 33,514 shares; 2025Q2: 32,174 shares; 2025Q3: 30,267 shares; 2025Q4: 29,464 shares; 2026Q1: 28,879 shares; 2026Q2: 28,553 shares 28,553 $2.12M 0.02% -326 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,092 shares; 2024Q4: 91,487 shares; 2025Q1: 86,961 shares; 2025Q2: 114,788 shares; 2025Q3: 115,596 shares; 2025Q4: 51,738 shares; 2026Q1: 18,685 shares; 2026Q2: 16,557 shares 16,557 $2.11M 0.02% -2,128 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: 7,630 shares; 2024Q4: 22,338 shares; 2025Q1: 15,848 shares; 2025Q2: 16,767 shares; 2025Q3: 17,037 shares; 2025Q4: 19,106 shares; 2026Q1: 19,205 shares; 2026Q2: 18,689 shares 18,689 $2.11M 0.02% -516 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 3,321 shares; 2025Q4: 2,244 shares; 2026Q1: 1,520 shares; 2026Q2: 5,774 shares 5,774 $2.11M 0.02% +4,254 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,195 shares; 2024Q4: 4,962 shares; 2025Q1: 5,015 shares; 2025Q2: 5,532 shares; 2025Q3: 4,612 shares; 2025Q4: 4,550 shares; 2026Q1: 6,657 shares; 2026Q2: 6,632 shares 6,632 $2.11M 0.02% -25 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: 224,738 shares; 2024Q4: 57,889 shares; 2025Q1: 57,409 shares; 2025Q2: 57,409 shares; 2025Q3: 60,427 shares; 2025Q4: 76,885 shares; 2026Q1: 104,746 shares; 2026Q2: 107,676 shares 107,676 $2.1M 0.02% +2,930 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: 84,230 shares; 2024Q4: 65,499 shares; 2025Q1: 69,514 shares; 2025Q2: 62,121 shares; 2025Q3: 59,449 shares; 2025Q4: 54,121 shares; 2026Q1: 55,664 shares; 2026Q2: 85,435 shares 85,435 $2.1M 0.02% +29,771 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: 68,011 shares; 2024Q4: 88,236 shares; 2025Q1: 78,616 shares; 2025Q2: 82,577 shares; 2025Q3: 70,861 shares; 2025Q4: 50,456 shares; 2026Q1: 47,216 shares; 2026Q2: 44,033 shares 44,033 $2.09M 0.02% -3,183 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,436 shares; 2024Q4: 14,377 shares; 2025Q1: 5,991 shares; 2025Q2: 6,772 shares; 2025Q3: 5,695 shares; 2025Q4: 6,425 shares; 2026Q1: 9,546 shares; 2026Q2: 10,831 shares 10,831 $2.09M 0.02% +1,285 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: 3,730 shares; 2024Q4: 3,858 shares; 2025Q1: 4,176 shares; 2025Q2: 4,629 shares; 2025Q3: 4,907 shares; 2025Q4: 4,568 shares; 2026Q1: 4,040 shares; 2026Q2: 4,189 shares 4,189 $2.07M 0.02% +149 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: 1,634 shares; 2024Q4: 1,611 shares; 2025Q1: 1,607 shares; 2025Q2: 1,559 shares; 2025Q3: 1,548 shares; 2025Q4: 1,699 shares; 2026Q1: 3,445 shares; 2026Q2: 3,939 shares 3,939 $2.06M 0.02% +494 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,689 shares; 2024Q4: 9,884 shares; 2025Q1: 10,140 shares; 2025Q2: 10,201 shares; 2025Q3: 10,128 shares; 2025Q4: 9,893 shares; 2026Q1: 9,790 shares; 2026Q2: 9,802 shares 9,802 $2.05M 0.02% +12 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,110 shares; 2026Q2: 27,992 shares 27,992 $2.05M 0.02% +10,882 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,078 shares; 2024Q4: 3,511 shares; 2025Q1: 3,742 shares; 2025Q2: 3,747 shares; 2025Q3: 3,543 shares; 2025Q4: 3,775 shares; 2026Q1: 3,411 shares; 2026Q2: 3,181 shares 3,181 $2.05M 0.02% -230 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: 45,319 shares; 2024Q4: 47,285 shares; 2025Q1: 47,254 shares; 2025Q2: 32,528 shares; 2025Q3: 38,536 shares; 2025Q4: 37,550 shares; 2026Q1: 47,322 shares; 2026Q2: 46,056 shares 46,056 $2.05M 0.02% -1,266 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: 1,912 shares; 2024Q4: 1,716 shares; 2025Q1: 1,302 shares; 2025Q2: 1,423 shares; 2025Q3: 1,373 shares; 2025Q4: 1,089 shares; 2026Q1: 681 shares; 2026Q2: 1,031 shares 1,031 $2.04M 0.02% +350 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,171 shares; 2024Q4: 52,272 shares; 2025Q1: 57,761 shares; 2025Q2: 45,750 shares; 2025Q3: 50,576 shares; 2025Q4: 42,507 shares; 2026Q1: 38,498 shares; 2026Q2: 34,434 shares 34,434 $2.03M 0.02% -4,064 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 19,909 shares 19,909 $2.02M 0.02% new Timeline