SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,810,858 shares; 2024Q4: 17,914,318 shares; 2025Q1: 17,670,190 shares; 2025Q2: 17,533,925 shares; 2025Q3: 17,417,332 shares; 2025Q4: 17,505,819 shares; 2026Q1: 17,460,123 shares; 2026Q2: 17,402,704 shares 17,402,704 $1.25B 9.6% -57,419 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: 430,921 shares; 2024Q4: 260,183 shares; 2025Q1: 544,079 shares; 2025Q2: 381,056 shares; 2025Q3: 446,709 shares; 2025Q4: 508,713 shares; 2026Q1: 434,413 shares; 2026Q2: 470,599 shares 470,599 $352M 2.7% +36,186 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,845,565 shares; 2024Q4: 14,845,825 shares; 2025Q1: 15,577,139 shares; 2025Q2: 16,867,615 shares; 2025Q3: 19,021,747 shares; 2025Q4: 21,709,890 shares; 2026Q1: 22,694,150 shares; 2026Q2: 23,594,578 shares 23,594,578 $341M 2.61% +900,428 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,251,361 shares; 2025Q2: 5,340,523 shares; 2025Q3: 5,434,951 shares; 2025Q4: 8,123,629 shares; 2026Q1: 14,625,175 shares; 2026Q2: 13,145,837 shares 13,145,837 $324M 2.48% -1,479,338 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: 884,492 shares; 2024Q4: 53,905 shares; 2025Q1: 959,240 shares; 2025Q2: 957,004 shares; 2025Q3: 986,079 shares; 2025Q4: 1,031,942 shares; 2026Q1: 893,554 shares; 2026Q2: 902,878 shares 902,878 $261M 2% +9,324 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: 994,069 shares; 2024Q4: 1,046,469 shares; 2025Q1: 1,155,912 shares; 2025Q2: 1,218,284 shares; 2025Q3: 1,315,614 shares; 2025Q4: 1,411,341 shares; 2026Q1: 1,280,124 shares; 2026Q2: 1,293,079 shares 1,293,079 $259M 1.98% +12,955 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: 532,612 shares; 2024Q4: 511,190 shares; 2025Q1: 525,477 shares; 2025Q2: 493,495 shares; 2025Q3: 682,064 shares; 2025Q4: 691,631 shares; 2026Q1: 629,686 shares; 2026Q2: 631,071 shares 631,071 $234M 1.79% +1,385 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,969,910 shares; 2024Q4: 2,024,721 shares; 2025Q1: 2,232,569 shares; 2025Q2: 2,256,038 shares; 2025Q3: 2,344,218 shares; 2025Q4: 2,431,969 shares; 2026Q1: 2,416,424 shares; 2026Q2: 2,859,219 shares 2,859,219 $204M 1.56% +442,795 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: 247,715 shares; 2024Q4: 247,346 shares; 2025Q1: 252,846 shares; 2025Q2: 268,637 shares; 2025Q3: 288,443 shares; 2025Q4: 316,871 shares; 2026Q1: 306,658 shares; 2026Q2: 2,181,783 shares 2,181,783 $188M 1.44% +1,875,125 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: 407,361 shares; 2024Q4: 66,625 shares; 2025Q1: 435,876 shares; 2025Q2: 474,791 shares; 2025Q3: 479,939 shares; 2025Q4: 496,238 shares; 2026Q1: 412,231 shares; 2026Q2: 402,976 shares 402,976 $150M 1.15% -9,255 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: 319,991 shares; 2024Q4: 13,691 shares; 2025Q1: 349,158 shares; 2025Q2: 370,809 shares; 2025Q3: 390,392 shares; 2025Q4: 411,043 shares; 2026Q1: 380,441 shares; 2026Q2: 400,109 shares 400,109 $143M 1.09% +19,668 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: 451,588 shares; 2024Q4: 461,210 shares; 2025Q1: 502,843 shares; 2025Q2: 529,325 shares; 2025Q3: 560,291 shares; 2025Q4: 603,448 shares; 2026Q1: 538,505 shares; 2026Q2: 643,614 shares 643,614 $140M 1.07% +105,109 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: 1,042,472 shares; 2024Q4: 981,611 shares; 2025Q1: 986,344 shares; 2025Q2: 987,651 shares; 2025Q3: 1,334,928 shares; 2025Q4: 1,350,948 shares; 2026Q1: 1,337,955 shares; 2026Q2: 1,292,181 shares 1,292,181 $123M 0.94% -45,774 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: 550,447 shares; 2024Q4: 15,370 shares; 2025Q1: 578,758 shares; 2025Q2: 587,224 shares; 2025Q3: 579,046 shares; 2025Q4: 590,571 shares; 2026Q1: 493,792 shares; 2026Q2: 509,071 shares 509,071 $121M 0.93% +15,279 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: 1,020,727 shares; 2024Q4: 706,375 shares; 2025Q1: 735,175 shares; 2025Q2: 930,317 shares; 2025Q3: 1,110,392 shares; 2025Q4: 1,181,446 shares; 2026Q1: 1,042,908 shares; 2026Q2: 1,088,029 shares 1,088,029 $108M 0.82% +45,121 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150,496 shares; 2025Q2: 1,040,407 shares; 2025Q3: 931,204 shares; 2025Q4: 821,108 shares; 2026Q1: 1,380,884 shares; 2026Q2: 3,151,205 shares 3,151,205 $101M 0.77% +1,770,321 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: 196,032 shares; 2024Q4: 210,857 shares; 2025Q1: 233,980 shares; 2025Q2: 268,161 shares; 2025Q3: 281,559 shares; 2025Q4: 308,726 shares; 2026Q1: 278,487 shares; 2026Q2: 256,032 shares 256,032 $96.7M 0.74% -22,455 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: 653,865 shares; 2024Q4: 726,230 shares; 2025Q1: 566,331 shares; 2025Q2: 688,042 shares; 2025Q3: 700,580 shares; 2025Q4: 778,177 shares; 2026Q1: 781,060 shares; 2026Q2: 895,244 shares 895,244 $96.3M 0.74% +114,184 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,662,813 shares; 2025Q2: 2,270,308 shares; 2025Q3: 3,380,210 shares; 2025Q4: 2,955,762 shares; 2026Q1: 2,553,005 shares; 2026Q2: 2,954,394 shares 2,954,394 $94M 0.72% +401,389 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: 291,645 shares; 2024Q4: 291,394 shares; 2025Q1: 275,977 shares; 2025Q2: 255,867 shares; 2025Q3: 252,292 shares; 2025Q4: 225,323 shares; 2026Q1: 196,399 shares; 2026Q2: 710,300 shares 710,300 $88.2M 0.68% +513,901 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: 456,349 shares; 2024Q4: 448,251 shares; 2025Q1: 453,892 shares; 2025Q2: 605,036 shares; 2025Q3: 591,975 shares; 2025Q4: 576,445 shares; 2026Q1: 507,620 shares; 2026Q2: 527,349 shares 527,349 $86.6M 0.66% +19,729 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: 301,709 shares; 2024Q4: 334,962 shares; 2025Q1: 278,284 shares; 2025Q2: 291,713 shares; 2025Q3: 261,342 shares; 2025Q4: 255,196 shares; 2026Q1: 231,640 shares; 2026Q2: 230,011 shares 230,011 $81.3M 0.62% -1,629 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: 47,297 shares; 2024Q4: 48,342 shares; 2025Q1: 53,717 shares; 2025Q2: 58,300 shares; 2025Q3: 60,943 shares; 2025Q4: 83,926 shares; 2026Q1: 73,602 shares; 2026Q2: 68,107 shares 68,107 $78.6M 0.6% -5,495 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: 838,792 shares; 2024Q4: 863,712 shares; 2025Q1: 1,029,957 shares; 2025Q2: 1,045,607 shares; 2025Q3: 1,079,396 shares; 2025Q4: 1,137,664 shares; 2026Q1: 1,111,830 shares; 2026Q2: 1,306,498 shares 1,306,498 $78M 0.6% +194,668 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090,203 shares; 2024Q4: 2,524,351 shares; 2025Q1: 2,482,968 shares; 2025Q2: 2,473,445 shares; 2025Q3: 2,498,503 shares; 2025Q4: 2,433,593 shares; 2026Q1: 2,370,486 shares; 2026Q2: 2,377,422 shares 2,377,422 $74.7M 0.57% +6,936 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196,549 shares; 2024Q4: 1,294,400 shares; 2025Q1: 1,463,258 shares; 2025Q2: 1,777,568 shares; 2025Q3: 1,855,042 shares; 2025Q4: 1,922,851 shares; 2026Q1: 1,947,613 shares; 2026Q2: 1,839,780 shares 1,839,780 $71M 0.54% -107,833 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: 539,410 shares; 2024Q4: 615,827 shares; 2025Q1: 636,353 shares; 2025Q2: 776,312 shares; 2025Q3: 836,746 shares; 2025Q4: 983,436 shares; 2026Q1: 910,905 shares; 2026Q2: 787,589 shares 787,589 $65.2M 0.5% -123,316 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: 197,642 shares; 2024Q4: 197,706 shares; 2025Q1: 202,125 shares; 2025Q2: 215,659 shares; 2025Q3: 229,307 shares; 2025Q4: 238,201 shares; 2026Q1: 201,029 shares; 2026Q2: 198,839 shares 198,839 $65.1M 0.5% -2,190 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: 94,574 shares; 2024Q4: 103,435 shares; 2025Q1: 114,039 shares; 2025Q2: 125,090 shares; 2025Q3: 131,837 shares; 2025Q4: 129,896 shares; 2026Q1: 119,508 shares; 2026Q2: 112,903 shares 112,903 $63.6M 0.49% -6,605 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: 548,425 shares; 2024Q4: 578,794 shares; 2025Q1: 614,565 shares; 2025Q2: 623,077 shares; 2025Q3: 661,098 shares; 2025Q4: 605,492 shares; 2026Q1: 551,237 shares; 2026Q2: 554,711 shares 554,711 $62.8M 0.48% +3,474 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: 38,242 shares; 2024Q4: 43,569 shares; 2025Q1: 47,424 shares; 2025Q2: 50,823 shares; 2025Q3: 49,448 shares; 2025Q4: 53,813 shares; 2026Q1: 51,627 shares; 2026Q2: 51,486 shares 51,486 $61.8M 0.47% -141 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: 550,310 shares; 2024Q4: 609,152 shares; 2025Q1: 711,456 shares; 2025Q2: 1,503,141 shares; 2025Q3: 1,561,351 shares; 2025Q4: 1,615,975 shares; 2026Q1: 1,389,678 shares; 2026Q2: 1,359,733 shares 1,359,733 $60.3M 0.46% -29,945 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: 475,110 shares; 2024Q4: 656,791 shares; 2025Q1: 482,105 shares; 2025Q2: 542,767 shares; 2025Q3: 562,232 shares; 2025Q4: 672,026 shares; 2026Q1: 669,791 shares; 2026Q2: 623,045 shares 623,045 $60.2M 0.46% -46,746 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 894,071 shares; 2025Q2: 960,085 shares; 2025Q3: 972,596 shares; 2025Q4: 950,102 shares; 2026Q1: 891,844 shares; 2026Q2: 770,284 shares 770,284 $59.5M 0.46% -121,560 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: 500,071 shares; 2024Q4: 450,095 shares; 2025Q1: 442,542 shares; 2025Q2: 472,118 shares; 2025Q3: 447,064 shares; 2025Q4: 434,751 shares; 2026Q1: 429,022 shares; 2026Q2: 417,254 shares 417,254 $59.2M 0.45% -11,768 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: 201,788 shares; 2024Q4: 199,113 shares; 2025Q1: 203,769 shares; 2025Q2: 212,806 shares; 2025Q3: 211,682 shares; 2025Q4: 226,993 shares; 2026Q1: 226,615 shares; 2026Q2: 228,001 shares 228,001 $57.9M 0.44% +1,386 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: 161,481 shares; 2024Q4: 8,941 shares; 2025Q1: 133,044 shares; 2025Q2: 141,110 shares; 2025Q3: 137,499 shares; 2025Q4: 135,485 shares; 2026Q1: 120,245 shares; 2026Q2: 120,626 shares 120,626 $57.6M 0.44% +381 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: 62,169 shares; 2024Q4: 32,835 shares; 2025Q1: 61,475 shares; 2025Q2: 71,811 shares; 2025Q3: 80,747 shares; 2025Q4: 102,930 shares; 2026Q1: 90,163 shares; 2026Q2: 94,607 shares 94,607 $55M 0.42% +4,444 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506,277 shares; 2024Q4: 1,501,341 shares; 2025Q1: 1,428,631 shares; 2025Q2: 1,350,189 shares; 2025Q3: 1,304,271 shares; 2025Q4: 1,254,403 shares; 2026Q1: 1,071,013 shares; 2026Q2: 1,029,944 shares 1,029,944 $54.3M 0.42% -41,069 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: 52,548 shares; 2024Q4: 46,236 shares; 2025Q1: 55,279 shares; 2025Q2: 58,982 shares; 2025Q3: 61,335 shares; 2025Q4: 63,238 shares; 2026Q1: 61,177 shares; 2026Q2: 74,515 shares 74,515 $53.9M 0.41% +13,338 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 436,095 shares; 2025Q2: 1,610,459 shares; 2025Q3: 2,685,935 shares; 2025Q4: 3,652,277 shares; 2026Q1: 593,675 shares; 2026Q2: 1,735,020 shares 1,735,020 $53.7M 0.41% +1,141,345 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: 492,560 shares; 2024Q4: 496,507 shares; 2025Q1: 598,507 shares; 2025Q2: 611,633 shares; 2025Q3: 631,647 shares; 2025Q4: 671,409 shares; 2026Q1: 811,809 shares; 2026Q2: 1,074,729 shares 1,074,729 $52M 0.4% +262,920 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,094 shares; 2024Q4: 255,587 shares; 2025Q1: 303,089 shares; 2025Q2: 523,150 shares; 2025Q3: 638,677 shares; 2025Q4: 722,894 shares; 2026Q1: 948,838 shares; 2026Q2: 1,146,295 shares 1,146,295 $49.6M 0.38% +197,457 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: 299,321 shares; 2024Q4: 311,373 shares; 2025Q1: 375,726 shares; 2025Q2: 392,738 shares; 2025Q3: 390,665 shares; 2025Q4: 408,991 shares; 2026Q1: 476,098 shares; 2026Q2: 631,439 shares 631,439 $49.2M 0.38% +155,341 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: 94,650 shares; 2024Q4: 99,589 shares; 2025Q1: 104,638 shares; 2025Q2: 104,396 shares; 2025Q3: 104,429 shares; 2025Q4: 107,503 shares; 2026Q1: 96,414 shares; 2026Q2: 95,806 shares 95,806 $47.9M 0.37% -608 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: 27,053 shares; 2024Q4: 26,573 shares; 2025Q1: 27,070 shares; 2025Q2: 30,429 shares; 2025Q3: 36,303 shares; 2025Q4: 38,002 shares; 2026Q1: 40,286 shares; 2026Q2: 44,911 shares 44,911 $47.8M 0.37% +4,625 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: 82,018 shares; 2024Q4: 87,905 shares; 2025Q1: 109,226 shares; 2025Q2: 125,345 shares; 2025Q3: 122,638 shares; 2025Q4: 131,705 shares; 2026Q1: 112,896 shares; 2026Q2: 113,476 shares 113,476 $47.7M 0.37% +580 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: 247,015 shares; 2024Q4: 272,004 shares; 2025Q1: 290,483 shares; 2025Q2: 302,116 shares; 2025Q3: 321,504 shares; 2025Q4: 349,645 shares; 2026Q1: 366,914 shares; 2026Q2: 422,365 shares 422,365 $45M 0.34% +55,451 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: 86,731 shares; 2024Q4: 93,885 shares; 2025Q1: 96,008 shares; 2025Q2: 96,662 shares; 2025Q3: 106,281 shares; 2025Q4: 116,667 shares; 2026Q1: 120,685 shares; 2026Q2: 147,448 shares 147,448 $44.7M 0.34% +26,763 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: 487,564 shares; 2024Q4: 469,884 shares; 2025Q1: 557,208 shares; 2025Q2: 506,234 shares; 2025Q3: 485,263 shares; 2025Q4: 508,408 shares; 2026Q1: 490,632 shares; 2026Q2: 461,703 shares 461,703 $44.5M 0.34% -28,929 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: 648,640 shares; 2025Q2: 674,571 shares; 2025Q3: 702,233 shares; 2025Q4: 745,676 shares; 2026Q1: 876,735 shares; 2026Q2: 873,906 shares 873,906 $44.3M 0.34% -2,829 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: 825,905 shares; 2024Q4: 577,372 shares; 2025Q1: 592,919 shares; 2025Q2: 824,495 shares; 2025Q3: 802,688 shares; 2025Q4: 876,079 shares; 2026Q1: 672,959 shares; 2026Q2: 918,375 shares 918,375 $42.4M 0.32% +245,416 Timeline MGC 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: 172,552 shares; 2024Q4: 158,428 shares; 2025Q1: 154,351 shares; 2025Q2: 145,990 shares; 2025Q3: 175,513 shares; 2025Q4: 176,031 shares; 2026Q1: 151,943 shares; 2026Q2: 148,187 shares 148,187 $40.5M 0.31% -3,756 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,886 shares; 2024Q4: 167,335 shares; 2025Q1: 164,489 shares; 2025Q2: 166,532 shares; 2025Q3: 157,920 shares; 2025Q4: 146,974 shares; 2026Q1: 123,729 shares; 2026Q2: 117,521 shares 117,521 $40.3M 0.31% -6,208 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: 433,569 shares; 2024Q4: 387,304 shares; 2025Q1: 398,572 shares; 2025Q2: 517,275 shares; 2025Q3: 591,180 shares; 2025Q4: 662,236 shares; 2026Q1: 548,622 shares; 2026Q2: 579,581 shares 579,581 $39.4M 0.3% +30,959 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: 128,368 shares; 2024Q4: 132,498 shares; 2025Q1: 129,009 shares; 2025Q2: 116,307 shares; 2025Q3: 118,900 shares; 2025Q4: 94,931 shares; 2026Q1: 61,139 shares; 2026Q2: 52,732 shares 52,732 $39.4M 0.3% -8,407 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: 282,751 shares; 2024Q4: 269,768 shares; 2025Q1: 264,132 shares; 2025Q2: 315,175 shares; 2025Q3: 288,852 shares; 2025Q4: 316,781 shares; 2026Q1: 283,277 shares; 2026Q2: 281,870 shares 281,870 $38.8M 0.3% -1,407 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,044 shares; 2024Q4: 528,522 shares; 2025Q1: 581,926 shares; 2025Q2: 588,237 shares; 2025Q3: 600,243 shares; 2025Q4: 613,466 shares; 2026Q1: 695,811 shares; 2026Q2: 807,948 shares 807,948 $37.8M 0.29% +112,137 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,104 shares; 2025Q2: 60,378 shares; 2025Q3: 69,218 shares; 2025Q4: 76,329 shares; 2026Q1: 78,466 shares; 2026Q2: 85,197 shares 85,197 $36.9M 0.28% +6,731 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839,351 shares; 2024Q4: 807,488 shares; 2025Q1: 900,439 shares; 2025Q2: 878,876 shares; 2025Q3: 895,824 shares; 2025Q4: 912,165 shares; 2026Q1: 1,268,848 shares; 2026Q2: 1,206,404 shares 1,206,404 $36.9M 0.28% -62,444 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,807 shares; 2024Q4: 273,481 shares; 2025Q1: 273,770 shares; 2025Q2: 349,460 shares; 2025Q3: 340,605 shares; 2025Q4: 381,223 shares; 2026Q1: 382,132 shares; 2026Q2: 413,622 shares 413,622 $36.3M 0.28% +31,490 Timeline QARP 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: 707,805 shares; 2024Q4: 650,713 shares; 2025Q1: 623,808 shares; 2025Q2: 628,391 shares; 2025Q3: 596,158 shares; 2025Q4: 578,233 shares; 2026Q1: 565,086 shares; 2026Q2: 555,831 shares 555,831 $36M 0.28% -9,255 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: 235,002 shares; 2024Q4: 272,991 shares; 2025Q1: 286,710 shares; 2025Q2: 305,097 shares; 2025Q3: 309,293 shares; 2025Q4: 313,268 shares; 2026Q1: 266,109 shares; 2026Q2: 259,102 shares 259,102 $35.4M 0.27% -7,007 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: 992,725 shares; 2024Q4: 924,626 shares; 2025Q1: 661,120 shares; 2025Q2: 651,038 shares; 2025Q3: 622,124 shares; 2025Q4: 802,814 shares; 2026Q1: 795,303 shares; 2026Q2: 547,789 shares 547,789 $34.1M 0.26% -247,514 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 916,266 shares; 2024Q4: 960,541 shares; 2025Q1: 839,351 shares; 2025Q2: 883,947 shares; 2025Q3: 874,959 shares; 2025Q4: 888,922 shares; 2026Q1: 841,341 shares; 2026Q2: 810,468 shares 810,468 $33.6M 0.26% -30,873 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: 189,541 shares; 2024Q4: 193,451 shares; 2025Q1: 199,498 shares; 2025Q2: 188,303 shares; 2025Q3: 178,371 shares; 2025Q4: 165,535 shares; 2026Q1: 154,272 shares; 2026Q2: 185,306 shares 185,306 $33.5M 0.26% +31,034 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: 137,922 shares; 2024Q4: 142,883 shares; 2025Q1: 146,331 shares; 2025Q2: 162,851 shares; 2025Q3: 160,438 shares; 2025Q4: 164,982 shares; 2026Q1: 138,202 shares; 2026Q2: 130,643 shares 130,643 $32.9M 0.25% -7,559 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: 109,354 shares; 2024Q4: 150,406 shares; 2025Q1: 153,937 shares; 2025Q2: 148,023 shares; 2025Q3: 192,498 shares; 2025Q4: 205,106 shares; 2026Q1: 78,669 shares; 2026Q2: 46,751 shares 46,751 $32.1M 0.25% -31,918 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: 604,439 shares; 2024Q4: 620,865 shares; 2025Q1: 658,288 shares; 2025Q2: 749,909 shares; 2025Q3: 620,338 shares; 2025Q4: 639,510 shares; 2026Q1: 647,401 shares; 2026Q2: 645,175 shares 645,175 $31.8M 0.24% -2,226 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: 65,568 shares; 2024Q4: 63,724 shares; 2025Q1: 107,850 shares; 2025Q2: 133,806 shares; 2025Q3: 130,648 shares; 2025Q4: 184,526 shares; 2026Q1: 155,810 shares; 2026Q2: 136,215 shares 136,215 $30.9M 0.24% -19,595 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: 14,592 shares; 2024Q4: 12,643 shares; 2025Q1: 13,065 shares; 2025Q2: 13,431 shares; 2025Q3: 14,064 shares; 2025Q4: 12,421 shares; 2026Q1: 12,090 shares; 2026Q2: 100,933 shares 100,933 $30.5M 0.23% +88,843 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: 307,526 shares; 2024Q4: 317,838 shares; 2025Q1: 307,067 shares; 2025Q2: 328,447 shares; 2025Q3: 287,272 shares; 2025Q4: 290,503 shares; 2026Q1: 260,499 shares; 2026Q2: 258,194 shares 258,194 $30.3M 0.23% -2,305 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: 47,033 shares; 2024Q4: 48,788 shares; 2025Q1: 54,340 shares; 2025Q2: 61,519 shares; 2025Q3: 68,266 shares; 2025Q4: 73,535 shares; 2026Q1: 71,565 shares; 2026Q2: 80,716 shares 80,716 $30.2M 0.23% +9,151 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: 57,644 shares; 2024Q4: 59,941 shares; 2025Q1: 62,753 shares; 2025Q2: 67,510 shares; 2025Q3: 67,723 shares; 2025Q4: 68,476 shares; 2026Q1: 61,336 shares; 2026Q2: 58,203 shares 58,203 $29.9M 0.23% -3,133 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: 15,915 shares; 2024Q4: 15,151 shares; 2025Q1: 15,702 shares; 2025Q2: 16,267 shares; 2025Q3: 16,812 shares; 2025Q4: 18,469 shares; 2026Q1: 15,309 shares; 2026Q2: 14,593 shares 14,593 $29M 0.22% -716 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: 3,032 shares; 2024Q4: 25,689 shares; 2025Q1: 26,283 shares; 2025Q2: 150,905 shares; 2025Q3: 35,114 shares; 2025Q4: 59,803 shares; 2026Q1: 50,939 shares; 2026Q2: 83,121 shares 83,121 $28.5M 0.22% +32,182 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: 89,767 shares; 2024Q4: 86,906 shares; 2025Q1: 88,073 shares; 2025Q2: 81,522 shares; 2025Q3: 96,943 shares; 2025Q4: 91,940 shares; 2026Q1: 67,682 shares; 2026Q2: 68,253 shares 68,253 $28.4M 0.22% +571 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470,976 shares; 2025Q2: 700,609 shares; 2025Q3: 665,838 shares; 2025Q4: 635,050 shares; 2026Q1: 631,653 shares; 2026Q2: 611,590 shares 611,590 $28M 0.21% -20,063 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: 94,869 shares; 2024Q4: 99,938 shares; 2025Q1: 105,704 shares; 2025Q2: 113,898 shares; 2025Q3: 120,156 shares; 2025Q4: 150,470 shares; 2026Q1: 145,560 shares; 2026Q2: 199,919 shares 199,919 $27.9M 0.21% +54,359 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,498 shares; 2024Q4: 281,200 shares; 2025Q1: 261,079 shares; 2025Q2: 262,309 shares; 2025Q3: 195,024 shares; 2025Q4: 230,638 shares; 2026Q1: 209,725 shares; 2026Q2: 187,509 shares 187,509 $27.5M 0.21% -22,216 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: 187,050 shares; 2024Q4: 164,587 shares; 2025Q1: 177,791 shares; 2025Q2: 159,832 shares; 2025Q3: 174,082 shares; 2025Q4: 174,264 shares; 2026Q1: 222,267 shares; 2026Q2: 218,204 shares 218,204 $25.6M 0.2% -4,063 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,887 shares; 2024Q4: 169,306 shares; 2025Q1: 204,647 shares; 2025Q2: 218,564 shares; 2025Q3: 226,875 shares; 2025Q4: 238,956 shares; 2026Q1: 282,580 shares; 2026Q2: 366,958 shares 366,958 $25.3M 0.19% +84,378 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: 23,289 shares; 2024Q4: 25,586 shares; 2025Q1: 29,555 shares; 2025Q2: 31,895 shares; 2025Q3: 32,476 shares; 2025Q4: 33,726 shares; 2026Q1: 26,749 shares; 2026Q2: 26,713 shares 26,713 $25M 0.19% -36 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: 377,484 shares; 2024Q4: 970,256 shares; 2025Q1: 950,964 shares; 2025Q2: 963,340 shares; 2025Q3: 954,844 shares; 2025Q4: 914,622 shares; 2026Q1: 850,727 shares; 2026Q2: 836,969 shares 836,969 $24.6M 0.19% -13,758 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: 164,140 shares; 2024Q4: 139,731 shares; 2025Q1: 148,236 shares; 2025Q2: 168,722 shares; 2025Q3: 186,103 shares; 2025Q4: 189,319 shares; 2026Q1: 159,803 shares; 2026Q2: 146,575 shares 146,575 $24.3M 0.19% -13,228 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: 308,694 shares; 2024Q4: 289,851 shares; 2025Q1: 303,172 shares; 2025Q2: 294,650 shares; 2025Q3: 294,585 shares; 2025Q4: 259,548 shares; 2026Q1: 250,840 shares; 2026Q2: 233,298 shares 233,298 $24.2M 0.19% -17,542 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: 95,207 shares; 2024Q4: 124,920 shares; 2025Q1: 154,103 shares; 2025Q2: 195,759 shares; 2025Q3: 255,720 shares; 2025Q4: 363,510 shares; 2026Q1: 341,183 shares; 2026Q2: 318,499 shares 318,499 $24M 0.18% -22,684 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: 165,147 shares; 2024Q4: 208,908 shares; 2025Q1: 104,937 shares; 2025Q2: 132,233 shares; 2025Q3: 58,345 shares; 2025Q4: 72,881 shares; 2026Q1: 180,465 shares; 2026Q2: 190,756 shares 190,756 $23.7M 0.18% +10,291 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: 243,693 shares; 2024Q4: 243,704 shares; 2025Q1: 300,112 shares; 2025Q2: 242,656 shares; 2025Q3: 228,798 shares; 2025Q4: 237,918 shares; 2026Q1: 240,557 shares; 2026Q2: 306,232 shares 306,232 $23.5M 0.18% +65,675 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,031 shares; 2024Q4: 201,857 shares; 2025Q1: 205,607 shares; 2025Q2: 205,196 shares; 2025Q3: 196,119 shares; 2025Q4: 178,845 shares; 2026Q1: 150,882 shares; 2026Q2: 153,614 shares 153,614 $23.4M 0.18% +2,732 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: 504,831 shares; 2024Q4: 483,602 shares; 2025Q1: 445,555 shares; 2025Q2: 789,415 shares; 2025Q3: 929,515 shares; 2025Q4: 908,726 shares; 2026Q1: 907,672 shares; 2026Q2: 880,493 shares 880,493 $23.4M 0.18% -27,179 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 748,389 shares; 2025Q2: 709,707 shares; 2025Q3: 682,847 shares; 2025Q4: 650,751 shares; 2026Q1: 615,419 shares; 2026Q2: 597,784 shares 597,784 $22.9M 0.18% -17,635 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: 78,313 shares; 2024Q4: 67,517 shares; 2025Q1: 62,450 shares; 2025Q2: 67,427 shares; 2025Q3: 68,606 shares; 2025Q4: 64,619 shares; 2026Q1: 68,198 shares; 2026Q2: 67,620 shares 67,620 $22.9M 0.18% -578 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785,458 shares; 2024Q4: not reported; 2025Q1: 553,731 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361,960 shares; 2026Q1: 282,468 shares; 2026Q2: 217,189 shares 217,189 $22.8M 0.17% -65,279 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: 155,511 shares; 2024Q4: 157,430 shares; 2025Q1: 144,492 shares; 2025Q2: 143,222 shares; 2025Q3: 121,665 shares; 2025Q4: 87,136 shares; 2026Q1: 108,536 shares; 2026Q2: 128,859 shares 128,859 $22.7M 0.17% +20,323 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: 229,449 shares; 2024Q4: 253,404 shares; 2025Q1: 273,927 shares; 2025Q2: 293,119 shares; 2025Q3: 288,569 shares; 2025Q4: 306,197 shares; 2026Q1: 321,150 shares; 2026Q2: 279,281 shares 279,281 $22.7M 0.17% -41,869 Timeline CLOI 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: 677,303 shares; 2024Q4: 662,997 shares; 2025Q1: 648,991 shares; 2025Q2: 635,803 shares; 2025Q3: 623,829 shares; 2025Q4: 607,560 shares; 2026Q1: 428,469 shares; 2026Q2: 423,873 shares 423,873 $22.4M 0.17% -4,596 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: 25,600 shares; 2024Q4: 24,414 shares; 2025Q1: 86,905 shares; 2025Q2: 111,809 shares; 2025Q3: 105,374 shares; 2025Q4: 120,709 shares; 2026Q1: 90,248 shares; 2026Q2: 87,735 shares 87,735 $22.4M 0.17% -2,513 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: 78,071 shares; 2024Q4: 79,907 shares; 2025Q1: 81,547 shares; 2025Q2: 83,063 shares; 2025Q3: 84,809 shares; 2025Q4: 85,772 shares; 2026Q1: 67,579 shares; 2026Q2: 62,616 shares 62,616 $22.1M 0.17% -4,963 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: 105,094 shares; 2024Q4: 108,267 shares; 2025Q1: 115,554 shares; 2025Q2: 123,424 shares; 2025Q3: 124,939 shares; 2025Q4: 120,764 shares; 2026Q1: 113,747 shares; 2026Q2: 116,240 shares 116,240 $22.1M 0.17% +2,493 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: 80,501 shares; 2024Q4: 80,314 shares; 2025Q1: 78,416 shares; 2025Q2: 82,331 shares; 2025Q3: 80,933 shares; 2025Q4: 77,414 shares; 2026Q1: 72,821 shares; 2026Q2: 72,905 shares 72,905 $21.7M 0.17% +84 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: 142,573 shares; 2024Q4: 154,601 shares; 2025Q1: 151,262 shares; 2025Q2: 216,618 shares; 2025Q3: 239,263 shares; 2025Q4: 271,334 shares; 2026Q1: 259,566 shares; 2026Q2: 261,737 shares 261,737 $21.6M 0.17% +2,171 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: 91,619 shares; 2024Q4: 111,377 shares; 2025Q1: 115,250 shares; 2025Q2: 122,848 shares; 2025Q3: 121,182 shares; 2025Q4: 121,260 shares; 2026Q1: 48,185 shares; 2026Q2: 29,187 shares 29,187 $21.5M 0.16% -18,998 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: 331,085 shares; 2024Q4: 356,871 shares; 2025Q1: 403,211 shares; 2025Q2: 411,239 shares; 2025Q3: 410,827 shares; 2025Q4: 442,189 shares; 2026Q1: 465,073 shares; 2026Q2: 482,137 shares 482,137 $21.4M 0.16% +17,064 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: 161,436 shares; 2024Q4: 180,117 shares; 2025Q1: 191,216 shares; 2025Q2: 187,782 shares; 2025Q3: 184,990 shares; 2025Q4: 193,343 shares; 2026Q1: 171,122 shares; 2026Q2: 145,669 shares 145,669 $21.3M 0.16% -25,453 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: 38,394 shares; 2024Q4: 39,355 shares; 2025Q1: 39,088 shares; 2025Q2: 47,966 shares; 2025Q3: 62,024 shares; 2025Q4: 61,572 shares; 2026Q1: 60,785 shares; 2026Q2: 62,082 shares 62,082 $21.2M 0.16% +1,297 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,771 shares; 2024Q4: 436,825 shares; 2025Q1: 525,933 shares; 2025Q2: 534,359 shares; 2025Q3: 622,200 shares; 2025Q4: 656,578 shares; 2026Q1: 687,105 shares; 2026Q2: 742,297 shares 742,297 $20.4M 0.16% +55,192 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: 148,456 shares; 2024Q4: 155,390 shares; 2025Q1: 165,389 shares; 2025Q2: 172,674 shares; 2025Q3: 157,466 shares; 2025Q4: 153,741 shares; 2026Q1: 133,936 shares; 2026Q2: 138,719 shares 138,719 $20.3M 0.16% +4,783 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,227 shares; 2024Q4: 260,443 shares; 2025Q1: 245,093 shares; 2025Q2: 233,461 shares; 2025Q3: 224,852 shares; 2025Q4: 212,666 shares; 2026Q1: 200,974 shares; 2026Q2: 194,058 shares 194,058 $20.2M 0.15% -6,916 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717,370 shares; 2024Q4: 848,807 shares; 2025Q1: 945,357 shares; 2025Q2: 1,030,426 shares; 2025Q3: 1,016,447 shares; 2025Q4: 1,022,247 shares; 2026Q1: 990,118 shares; 2026Q2: 921,919 shares 921,919 $20.2M 0.15% -68,199 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: 216,245 shares; 2024Q4: 268,328 shares; 2025Q1: 264,804 shares; 2025Q2: 317,627 shares; 2025Q3: 316,424 shares; 2025Q4: 343,339 shares; 2026Q1: 319,930 shares; 2026Q2: 353,557 shares 353,557 $20.1M 0.15% +33,627 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: 12,930 shares; 2024Q4: 14,265 shares; 2025Q1: 13,729 shares; 2025Q2: 15,695 shares; 2025Q3: 17,026 shares; 2025Q4: 17,733 shares; 2026Q1: 17,932 shares; 2026Q2: 19,904 shares 19,904 $20.1M 0.15% +1,972 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: 2,552 shares; 2026Q1: 9,582 shares; 2026Q2: 8,808 shares 8,808 $20M 0.15% -774 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,964 shares; 2024Q4: 51,001 shares; 2025Q1: 53,490 shares; 2025Q2: 59,357 shares; 2025Q3: 67,466 shares; 2025Q4: 74,992 shares; 2026Q1: 75,441 shares; 2026Q2: 84,001 shares 84,001 $20M 0.15% +8,560 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: 39,398 shares; 2024Q4: 32,995 shares; 2025Q1: 31,846 shares; 2025Q2: 34,130 shares; 2025Q3: 35,240 shares; 2025Q4: 328,820 shares; 2026Q1: 327,725 shares; 2026Q2: 277,093 shares 277,093 $19.8M 0.15% -50,632 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,277 shares; 2025Q3: 657,125 shares; 2025Q4: 695,772 shares; 2026Q1: 729,076 shares; 2026Q2: 764,039 shares 764,039 $19.8M 0.15% +34,963 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,594 shares; 2024Q4: 316,428 shares; 2025Q1: 256,538 shares; 2025Q2: 103,994 shares; 2025Q3: 169,346 shares; 2025Q4: 236,764 shares; 2026Q1: 759,320 shares; 2026Q2: 866,864 shares 866,864 $19.7M 0.15% +107,544 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: 8,549 shares; 2024Q4: 9,752 shares; 2025Q1: 11,002 shares; 2025Q2: 14,167 shares; 2025Q3: 17,525 shares; 2025Q4: 19,462 shares; 2026Q1: 16,336 shares; 2026Q2: 16,399 shares 16,399 $19.3M 0.15% +63 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: 151,323 shares; 2024Q4: 153,264 shares; 2025Q1: 157,534 shares; 2025Q2: 161,012 shares; 2025Q3: 161,013 shares; 2025Q4: 163,014 shares; 2026Q1: 153,564 shares; 2026Q2: 152,002 shares 152,002 $19.2M 0.15% -1,562 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: 133,677 shares; 2025Q3: 337,463 shares; 2025Q4: 396,234 shares; 2026Q1: 432,972 shares; 2026Q2: 364,081 shares 364,081 $19.2M 0.15% -68,891 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: 2,452 shares; 2024Q4: not reported; 2025Q1: 2,453 shares; 2025Q2: 3,346 shares; 2025Q3: 6,315 shares; 2025Q4: 16,162 shares; 2026Q1: 17,332 shares; 2026Q2: 19,870 shares 19,870 $19.2M 0.15% +2,538 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: 205,760 shares; 2024Q4: 225,976 shares; 2025Q1: 265,688 shares; 2025Q2: 494,265 shares; 2025Q3: 518,588 shares; 2025Q4: 505,727 shares; 2026Q1: 485,928 shares; 2026Q2: 510,937 shares 510,937 $19M 0.15% +25,009 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: 150,257 shares; 2024Q4: 170,943 shares; 2025Q1: 182,721 shares; 2025Q2: 204,500 shares; 2025Q3: 209,873 shares; 2025Q4: 217,705 shares; 2026Q1: 224,160 shares; 2026Q2: 231,715 shares 231,715 $19M 0.15% +7,555 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: 6,418 shares; 2024Q4: 5,616 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,369 shares; 2025Q4: 26,368 shares; 2026Q1: 27,822 shares; 2026Q2: 29,372 shares 29,372 $18.8M 0.14% +1,550 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,574 shares; 2024Q4: 72,191 shares; 2025Q1: 75,405 shares; 2025Q2: 136,885 shares; 2025Q3: 150,886 shares; 2025Q4: 162,935 shares; 2026Q1: 173,555 shares; 2026Q2: 211,498 shares 211,498 $18.6M 0.14% +37,943 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: 89,436 shares; 2024Q4: 88,497 shares; 2025Q1: 86,418 shares; 2025Q2: 85,584 shares; 2025Q3: 89,565 shares; 2025Q4: 93,134 shares; 2026Q1: 87,343 shares; 2026Q2: 88,496 shares 88,496 $18.5M 0.14% +1,153 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: 124,184 shares; 2024Q4: 130,108 shares; 2025Q1: 142,039 shares; 2025Q2: 140,659 shares; 2025Q3: 143,067 shares; 2025Q4: 147,558 shares; 2026Q1: 140,789 shares; 2026Q2: 134,908 shares 134,908 $18.3M 0.14% -5,881 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 482,250 shares; 2025Q1: 489,216 shares; 2025Q2: 457,205 shares; 2025Q3: 447,910 shares; 2025Q4: 429,407 shares; 2026Q1: 2,675 shares; 2026Q2: 167,842 shares 167,842 $18.1M 0.14% +165,167 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: 258,972 shares; 2024Q4: 270,267 shares; 2025Q1: 274,222 shares; 2025Q2: 291,381 shares; 2025Q3: 299,202 shares; 2025Q4: 294,522 shares; 2026Q1: 195,825 shares; 2026Q2: 187,404 shares 187,404 $17.9M 0.14% -8,421 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: 32,597 shares; 2024Q4: 30,621 shares; 2025Q1: 32,292 shares; 2025Q2: 36,110 shares; 2025Q3: 41,466 shares; 2025Q4: 41,600 shares; 2026Q1: 39,212 shares; 2026Q2: 41,120 shares 41,120 $17.5M 0.13% +1,908 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: 35,799 shares; 2024Q4: 38,292 shares; 2025Q1: 37,260 shares; 2025Q2: 45,056 shares; 2025Q3: 45,145 shares; 2025Q4: 47,783 shares; 2026Q1: 43,555 shares; 2026Q2: 303,607 shares 303,607 $17.5M 0.13% +260,052 Timeline FLSP 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: 782,463 shares; 2024Q4: 759,975 shares; 2025Q1: 719,205 shares; 2025Q2: 717,441 shares; 2025Q3: 690,878 shares; 2025Q4: 660,914 shares; 2026Q1: 615,054 shares; 2026Q2: 623,664 shares 623,664 $17.3M 0.13% +8,610 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,601 shares; 2024Q4: 1,448,705 shares; 2025Q1: 69,139 shares; 2025Q2: 467,240 shares; 2025Q3: 477,030 shares; 2025Q4: 471,522 shares; 2026Q1: 19,566 shares; 2026Q2: 144,128 shares 144,128 $17.1M 0.13% +124,562 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,263 shares; 2026Q2: 89,022 shares 89,022 $16.9M 0.13% +8,759 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: 76,236 shares; 2024Q4: 72,907 shares; 2025Q1: 72,645 shares; 2025Q2: 71,699 shares; 2025Q3: 81,619 shares; 2025Q4: 77,818 shares; 2026Q1: 74,808 shares; 2026Q2: 76,192 shares 76,192 $16.6M 0.13% +1,384 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,868 shares; 2024Q4: 29,313 shares; 2025Q1: 409,079 shares; 2025Q2: 395,747 shares; 2025Q3: 376,134 shares; 2025Q4: 600,848 shares; 2026Q1: 622,362 shares; 2026Q2: 619,529 shares 619,529 $16.4M 0.13% -2,833 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 491,189 shares; 2025Q1: 104,706 shares; 2025Q2: 133,371 shares; 2025Q3: 146,409 shares; 2025Q4: 266,621 shares; 2026Q1: 107,134 shares; 2026Q2: 95,363 shares 95,363 $16.2M 0.12% -11,771 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: 314,583 shares; 2024Q4: 303,216 shares; 2025Q1: 318,848 shares; 2025Q2: 328,737 shares; 2025Q3: 532,075 shares; 2025Q4: 581,141 shares; 2026Q1: 316,393 shares; 2026Q2: 317,734 shares 317,734 $16M 0.12% +1,341 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: 232,053 shares; 2024Q4: 206,499 shares; 2025Q1: 206,145 shares; 2025Q2: 194,672 shares; 2025Q3: 265,681 shares; 2025Q4: 267,549 shares; 2026Q1: 278,422 shares; 2026Q2: 328,255 shares 328,255 $15.8M 0.12% +49,833 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: 62,576 shares; 2024Q4: 64,511 shares; 2025Q1: 61,642 shares; 2025Q2: 56,445 shares; 2025Q3: 57,325 shares; 2025Q4: 69,657 shares; 2026Q1: 64,024 shares; 2026Q2: 57,318 shares 57,318 $15.6M 0.12% -6,706 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: 17,750 shares; 2024Q4: 32,955 shares; 2025Q1: 34,668 shares; 2025Q2: 38,792 shares; 2025Q3: 45,717 shares; 2025Q4: 46,923 shares; 2026Q1: 38,132 shares; 2026Q2: 45,648 shares 45,648 $15.6M 0.12% +7,516 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,141 shares; 2024Q4: 19,288 shares; 2025Q1: 17,879 shares; 2025Q2: 17,737 shares; 2025Q3: 22,629 shares; 2025Q4: 21,549 shares; 2026Q1: 20,634 shares; 2026Q2: 20,525 shares 20,525 $15.5M 0.12% -109 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: 307,805 shares; 2024Q4: 295,194 shares; 2025Q1: 252,143 shares; 2025Q2: 460,056 shares; 2025Q3: 380,580 shares; 2025Q4: 380,048 shares; 2026Q1: 355,107 shares; 2026Q2: 202,554 shares 202,554 $15.5M 0.12% -152,553 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,708 shares; 2024Q4: 99,780 shares; 2025Q1: 98,407 shares; 2025Q2: 98,393 shares; 2025Q3: 94,659 shares; 2025Q4: 89,357 shares; 2026Q1: 77,168 shares; 2026Q2: 69,211 shares 69,211 $15.4M 0.12% -7,957 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: 243,584 shares; 2024Q4: 252,172 shares; 2025Q1: 263,490 shares; 2025Q2: 181,391 shares; 2025Q3: 171,775 shares; 2025Q4: 216,275 shares; 2026Q1: 199,455 shares; 2026Q2: 187,659 shares 187,659 $15.4M 0.12% -11,796 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: 167,395 shares; 2024Q4: 164,880 shares; 2025Q1: 125,939 shares; 2025Q2: 126,815 shares; 2025Q3: 114,985 shares; 2025Q4: 123,067 shares; 2026Q1: 124,118 shares; 2026Q2: 119,842 shares 119,842 $15.4M 0.12% -4,276 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402,014 shares; 2025Q4: 424,260 shares; 2026Q1: 523,335 shares; 2026Q2: 436,166 shares 436,166 $15.4M 0.12% -87,169 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: 129,046 shares; 2024Q4: 132,780 shares; 2025Q1: 135,274 shares; 2025Q2: 125,989 shares; 2025Q3: 121,869 shares; 2025Q4: 311,808 shares; 2026Q1: 337,284 shares; 2026Q2: 103,294 shares 103,294 $15.3M 0.12% -233,990 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: not reported; 2025Q1: 13,329 shares; 2025Q2: 14,825 shares; 2025Q3: 18,722 shares; 2025Q4: 17,987 shares; 2026Q1: 15,877 shares; 2026Q2: 15,508 shares 15,508 $14.9M 0.11% -369 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: 26,169 shares; 2024Q4: 25,454 shares; 2025Q1: 26,280 shares; 2025Q2: 33,634 shares; 2025Q3: 33,859 shares; 2025Q4: 26,273 shares; 2026Q1: 29,214 shares; 2026Q2: 28,727 shares 28,727 $14.9M 0.11% -487 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: 44,433 shares; 2024Q4: 48,309 shares; 2025Q1: 52,864 shares; 2025Q2: 55,270 shares; 2025Q3: 60,677 shares; 2025Q4: 65,017 shares; 2026Q1: 59,909 shares; 2026Q2: 54,979 shares 54,979 $14.9M 0.11% -4,930 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,208 shares; 2024Q4: 218,606 shares; 2025Q1: 213,953 shares; 2025Q2: 238,291 shares; 2025Q3: 241,330 shares; 2025Q4: 233,759 shares; 2026Q1: 230,064 shares; 2026Q2: 217,259 shares 217,259 $14.8M 0.11% -12,805 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,676 shares; 2024Q4: 241,352 shares; 2025Q1: 241,682 shares; 2025Q2: 194,289 shares; 2025Q3: 171,592 shares; 2025Q4: 308,979 shares; 2026Q1: 187,376 shares; 2026Q2: 166,147 shares 166,147 $14.8M 0.11% -21,229 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439,103 shares; 2025Q2: 456,989 shares; 2025Q3: 481,330 shares; 2025Q4: 498,293 shares; 2026Q1: 598,097 shares; 2026Q2: 596,221 shares 596,221 $14.5M 0.11% -1,876 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: 254,851 shares; 2026Q2: 287,976 shares 287,976 $14.5M 0.11% +33,125 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: 189,122 shares; 2024Q4: 130,256 shares; 2025Q1: 136,279 shares; 2025Q2: 173,866 shares; 2025Q3: 139,771 shares; 2025Q4: 109,670 shares; 2026Q1: 103,547 shares; 2026Q2: 64,896 shares 64,896 $14.2M 0.11% -38,651 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: 43,857 shares; 2024Q4: 48,196 shares; 2025Q1: 50,279 shares; 2025Q2: 47,574 shares; 2025Q3: 42,900 shares; 2025Q4: 38,793 shares; 2026Q1: 35,446 shares; 2026Q2: 35,836 shares 35,836 $14.2M 0.11% +390 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: 66,141 shares; 2024Q4: 107,341 shares; 2025Q1: 80,022 shares; 2025Q2: 69,830 shares; 2025Q3: 72,649 shares; 2025Q4: 97,303 shares; 2026Q1: 69,270 shares; 2026Q2: 57,185 shares 57,185 $13.9M 0.11% -12,085 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,614 shares; 2024Q4: 36,570 shares; 2025Q1: 38,296 shares; 2025Q2: 32,342 shares; 2025Q3: 30,894 shares; 2025Q4: 34,319 shares; 2026Q1: 75,732 shares; 2026Q2: 138,316 shares 138,316 $13.6M 0.1% +62,584 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: 101,520 shares; 2024Q4: 113,050 shares; 2025Q1: 117,214 shares; 2025Q2: 82,652 shares; 2025Q3: 91,187 shares; 2025Q4: 96,282 shares; 2026Q1: 183,012 shares; 2026Q2: 134,606 shares 134,606 $13.6M 0.1% -48,406 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: 183,334 shares; 2024Q4: 95,671 shares; 2025Q1: 99,191 shares; 2025Q2: 124,132 shares; 2025Q3: 117,560 shares; 2025Q4: 121,432 shares; 2026Q1: 134,598 shares; 2026Q2: 129,075 shares 129,075 $13.2M 0.1% -5,523 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479,666 shares; 2024Q4: 96,168 shares; 2025Q1: 92,885 shares; 2025Q2: 89,882 shares; 2025Q3: 140,383 shares; 2025Q4: 137,115 shares; 2026Q1: 139,033 shares; 2026Q2: 480,585 shares 480,585 $13.2M 0.1% +341,552 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: 20,635 shares; 2024Q4: 20,040 shares; 2025Q1: 20,527 shares; 2025Q2: 21,899 shares; 2025Q3: 19,225 shares; 2025Q4: 18,296 shares; 2026Q1: 14,101 shares; 2026Q2: 20,375 shares 20,375 $13.1M 0.1% +6,274 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: 14,114 shares; 2024Q4: 59,601 shares; 2025Q1: 592,982 shares; 2025Q2: 841,791 shares; 2025Q3: 965,795 shares; 2025Q4: 1,011,450 shares; 2026Q1: 352,690 shares; 2026Q2: 380,663 shares 380,663 $13M 0.1% +27,973 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,235 shares; 2025Q3: 4,981 shares; 2025Q4: 5,511 shares; 2026Q1: 11,770 shares; 2026Q2: 26,490 shares 26,490 $12.8M 0.1% +14,720 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: 188,697 shares; 2024Q4: 183,932 shares; 2025Q1: 174,717 shares; 2025Q2: 182,163 shares; 2025Q3: 170,773 shares; 2025Q4: 167,602 shares; 2026Q1: 135,957 shares; 2026Q2: 141,010 shares 141,010 $12.8M 0.1% +5,053 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: 128,583 shares; 2024Q4: 114,106 shares; 2025Q1: 112,309 shares; 2025Q2: 112,321 shares; 2025Q3: 90,994 shares; 2025Q4: 34,757 shares; 2026Q1: 32,157 shares; 2026Q2: 32,384 shares 32,384 $12.8M 0.1% +227 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530,809 shares; 2025Q4: 524,902 shares; 2026Q1: 502,461 shares; 2026Q2: 496,819 shares 496,819 $12.7M 0.1% -5,642 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,215 shares; 2024Q4: 21,137 shares; 2025Q1: 22,798 shares; 2025Q2: 20,621 shares; 2025Q3: 20,770 shares; 2025Q4: 21,117 shares; 2026Q1: 18,915 shares; 2026Q2: 15,953 shares 15,953 $12.7M 0.1% -2,962 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: 58,118 shares; 2024Q4: 73,998 shares; 2025Q1: 81,821 shares; 2025Q2: 127,848 shares; 2025Q3: 138,380 shares; 2025Q4: 143,133 shares; 2026Q1: 104,703 shares; 2026Q2: 298,145 shares 298,145 $12.6M 0.1% +193,442 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: 102,821 shares; 2024Q4: 102,693 shares; 2025Q1: 106,072 shares; 2025Q2: 108,213 shares; 2025Q3: 103,371 shares; 2025Q4: 103,234 shares; 2026Q1: 93,920 shares; 2026Q2: 89,208 shares 89,208 $12.5M 0.1% -4,712 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: 39,733 shares; 2024Q4: 44,991 shares; 2025Q1: 45,583 shares; 2025Q2: 45,522 shares; 2025Q3: 38,964 shares; 2025Q4: 42,459 shares; 2026Q1: 41,102 shares; 2026Q2: 44,686 shares 44,686 $12.3M 0.09% +3,584 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: 10,748 shares; 2024Q4: 9,561 shares; 2025Q1: 9,885 shares; 2025Q2: 10,592 shares; 2025Q3: 10,897 shares; 2025Q4: 19,750 shares; 2026Q1: 17,874 shares; 2026Q2: 17,268 shares 17,268 $12.3M 0.09% -606 Timeline EALT 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: 77,383 shares; 2025Q2: 203,221 shares; 2025Q3: 234,141 shares; 2025Q4: 260,189 shares; 2026Q1: 294,579 shares; 2026Q2: 343,157 shares 343,157 $12.3M 0.09% +48,578 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: 39,616 shares; 2024Q4: 41,332 shares; 2025Q1: 49,987 shares; 2025Q2: 53,484 shares; 2025Q3: 56,468 shares; 2025Q4: 60,869 shares; 2026Q1: 57,816 shares; 2026Q2: 56,502 shares 56,502 $12.2M 0.09% -1,314 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,297 shares; 2024Q4: 46,240 shares; 2025Q1: 45,539 shares; 2025Q2: 52,272 shares; 2025Q3: 51,200 shares; 2025Q4: 61,868 shares; 2026Q1: 131,403 shares; 2026Q2: 133,382 shares 133,382 $12.2M 0.09% +1,979 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,294 shares; 2025Q2: 333,741 shares; 2025Q3: 333,385 shares; 2025Q4: 375,408 shares; 2026Q1: 386,483 shares; 2026Q2: 283,349 shares 283,349 $12.2M 0.09% -103,134 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: 234,287 shares; 2024Q4: 240,849 shares; 2025Q1: 211,422 shares; 2025Q2: 192,192 shares; 2025Q3: 208,673 shares; 2025Q4: 227,303 shares; 2026Q1: 171,227 shares; 2026Q2: 158,176 shares 158,176 $12.2M 0.09% -13,051 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,718 shares; 2024Q4: 28,937 shares; 2025Q1: 69,857 shares; 2025Q2: 56,451 shares; 2025Q3: 52,621 shares; 2025Q4: 52,311 shares; 2026Q1: 50,811 shares; 2026Q2: 49,106 shares 49,106 $12.1M 0.09% -1,705 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: 114,228 shares; 2024Q4: 109,105 shares; 2025Q1: 106,138 shares; 2025Q2: 96,058 shares; 2025Q3: 92,274 shares; 2025Q4: 173,592 shares; 2026Q1: 87,970 shares; 2026Q2: 96,689 shares 96,689 $12.1M 0.09% +8,719 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 174,494 shares; 2025Q1: 177,532 shares; 2025Q2: 177,845 shares; 2025Q3: 170,651 shares; 2025Q4: 167,211 shares; 2026Q1: 145,427 shares; 2026Q2: 130,953 shares 130,953 $12M 0.09% -14,474 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: 74,527 shares; 2024Q4: 72,114 shares; 2025Q1: 70,551 shares; 2025Q2: 72,910 shares; 2025Q3: 64,876 shares; 2025Q4: 67,877 shares; 2026Q1: 58,631 shares; 2026Q2: 53,783 shares 53,783 $11.9M 0.09% -4,848 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: 56,006 shares; 2024Q4: 87,111 shares; 2025Q1: 109,556 shares; 2025Q2: 155,285 shares; 2025Q3: 183,121 shares; 2025Q4: 212,194 shares; 2026Q1: 233,296 shares; 2026Q2: 247,507 shares 247,507 $11.7M 0.09% +14,211 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,782 shares; 2024Q4: 156,181 shares; 2025Q1: 180,645 shares; 2025Q2: 197,733 shares; 2025Q3: 191,416 shares; 2025Q4: 191,075 shares; 2026Q1: 184,287 shares; 2026Q2: 200,004 shares 200,004 $11.6M 0.09% +15,717 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: 137,458 shares; 2024Q4: 144,956 shares; 2025Q1: 156,357 shares; 2025Q2: 174,821 shares; 2025Q3: 175,257 shares; 2025Q4: 179,357 shares; 2026Q1: 145,459 shares; 2026Q2: 158,934 shares 158,934 $11.4M 0.09% +13,475 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: 122,065 shares; 2024Q4: 192,191 shares; 2025Q1: 151,304 shares; 2025Q2: 176,485 shares; 2025Q3: 161,116 shares; 2025Q4: 156,349 shares; 2026Q1: 130,739 shares; 2026Q2: 123,183 shares 123,183 $11.4M 0.09% -7,556 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: 9,253 shares; 2025Q2: 8,983 shares; 2025Q3: 10,195 shares; 2025Q4: 14,067 shares; 2026Q1: 11,062 shares; 2026Q2: 13,227 shares 13,227 $11.3M 0.09% +2,165 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: 179,565 shares; 2024Q4: 117,847 shares; 2025Q1: 146,188 shares; 2025Q2: 134,094 shares; 2025Q3: 147,794 shares; 2025Q4: 158,127 shares; 2026Q1: 109,405 shares; 2026Q2: 118,840 shares 118,840 $11.2M 0.09% +9,435 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: 43,076 shares; 2024Q4: 84,015 shares; 2025Q1: 114,232 shares; 2025Q2: 175,393 shares; 2025Q3: 202,161 shares; 2025Q4: 244,048 shares; 2026Q1: 230,591 shares; 2026Q2: 241,564 shares 241,564 $11.2M 0.09% +10,973 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: 200,305 shares; 2024Q4: 148,463 shares; 2025Q1: 211,939 shares; 2025Q2: 209,139 shares; 2025Q3: 197,957 shares; 2025Q4: 156,049 shares; 2026Q1: 126,747 shares; 2026Q2: 109,544 shares 109,544 $11.2M 0.09% -17,203 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: 74,648 shares; 2024Q4: 77,073 shares; 2025Q1: 78,745 shares; 2025Q2: 80,676 shares; 2025Q3: 84,589 shares; 2025Q4: 87,249 shares; 2026Q1: 75,381 shares; 2026Q2: 73,867 shares 73,867 $11.2M 0.09% -1,514 Timeline FLMI 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: 47,291 shares; 2024Q4: 43,278 shares; 2025Q1: 36,281 shares; 2025Q2: 413,451 shares; 2025Q3: 427,599 shares; 2025Q4: 436,049 shares; 2026Q1: 466,151 shares; 2026Q2: 444,075 shares 444,075 $11.2M 0.09% -22,076 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 304,116 shares 304,116 $11.1M 0.09% new 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: 311,401 shares; 2024Q4: 323,088 shares; 2025Q1: 450,893 shares; 2025Q2: 655,071 shares; 2025Q3: 729,845 shares; 2025Q4: 578,298 shares; 2026Q1: 539,527 shares; 2026Q2: 537,016 shares 537,016 $11.1M 0.09% -2,511 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: 140,002 shares; 2024Q4: 117,368 shares; 2025Q1: 123,721 shares; 2025Q2: 128,532 shares; 2025Q3: 167,764 shares; 2025Q4: 172,180 shares; 2026Q1: 145,509 shares; 2026Q2: 146,650 shares 146,650 $11.1M 0.09% +1,141 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,621 shares; 2024Q4: 31,035 shares; 2025Q1: 36,178 shares; 2025Q2: 40,435 shares; 2025Q3: 43,083 shares; 2025Q4: 35,663 shares; 2026Q1: 35,948 shares; 2026Q2: 52,131 shares 52,131 $11.1M 0.09% +16,183 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,241 shares; 2024Q4: 128,608 shares; 2025Q1: 126,195 shares; 2025Q2: 123,604 shares; 2025Q3: 126,133 shares; 2025Q4: 115,329 shares; 2026Q1: 106,496 shares; 2026Q2: 106,657 shares 106,657 $11.1M 0.08% +161 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,364 shares; 2024Q4: 41,198 shares; 2025Q1: 40,509 shares; 2025Q2: 40,058 shares; 2025Q3: 45,772 shares; 2025Q4: 42,602 shares; 2026Q1: 30,816 shares; 2026Q2: 29,853 shares 29,853 $11.1M 0.08% -963 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: 27,935 shares; 2024Q4: 30,131 shares; 2025Q1: 103,394 shares; 2025Q2: 197,732 shares; 2025Q3: 199,545 shares; 2025Q4: 213,225 shares; 2026Q1: 198,137 shares; 2026Q2: 222,380 shares 222,380 $11M 0.08% +24,243 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,992 shares; 2024Q4: 66,514 shares; 2025Q1: 72,968 shares; 2025Q2: 92,575 shares; 2025Q3: 141,815 shares; 2025Q4: 161,736 shares; 2026Q1: 176,230 shares; 2026Q2: 176,277 shares 176,277 $10.9M 0.08% +47 Timeline CTA 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: 474,357 shares; 2024Q4: 453,676 shares; 2025Q1: 423,211 shares; 2025Q2: 531,164 shares; 2025Q3: 526,143 shares; 2025Q4: 523,385 shares; 2026Q1: 423,820 shares; 2026Q2: 418,318 shares 418,318 $10.9M 0.08% -5,502 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,475 shares; 2024Q4: 82,531 shares; 2025Q1: 87,400 shares; 2025Q2: 85,207 shares; 2025Q3: 90,068 shares; 2025Q4: 91,267 shares; 2026Q1: 86,575 shares; 2026Q2: 79,468 shares 79,468 $10.8M 0.08% -7,107 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,463 shares; 2024Q4: 16,801 shares; 2025Q1: 16,349 shares; 2025Q2: 17,642 shares; 2025Q3: 22,104 shares; 2025Q4: 22,431 shares; 2026Q1: 21,024 shares; 2026Q2: 21,108 shares 21,108 $10.8M 0.08% +84 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,141 shares; 2024Q4: 60,713 shares; 2025Q1: 77,982 shares; 2025Q2: 87,816 shares; 2025Q3: 79,422 shares; 2025Q4: 75,427 shares; 2026Q1: 75,001 shares; 2026Q2: 68,031 shares 68,031 $10.7M 0.08% -6,970 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,188 shares; 2024Q4: 72,633 shares; 2025Q1: 71,948 shares; 2025Q2: 67,793 shares; 2025Q3: 66,160 shares; 2025Q4: 123,104 shares; 2026Q1: 112,682 shares; 2026Q2: 117,000 shares 117,000 $10.5M 0.08% +4,318 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,178 shares; 2024Q4: 376,467 shares; 2025Q1: 342,903 shares; 2025Q2: 334,711 shares; 2025Q3: 330,524 shares; 2025Q4: 313,495 shares; 2026Q1: 263,263 shares; 2026Q2: 248,321 shares 248,321 $10.5M 0.08% -14,942 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: 110,529 shares; 2024Q4: 101,907 shares; 2025Q1: 117,476 shares; 2025Q2: 141,664 shares; 2025Q3: 146,767 shares; 2025Q4: 152,977 shares; 2026Q1: 131,126 shares; 2026Q2: 119,329 shares 119,329 $10.5M 0.08% -11,797 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: 61,273 shares; 2024Q4: 80,531 shares; 2025Q1: 94,972 shares; 2025Q2: 105,062 shares; 2025Q3: 122,249 shares; 2025Q4: 131,394 shares; 2026Q1: 96,007 shares; 2026Q2: 89,468 shares 89,468 $10.4M 0.08% -6,539 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: 141,815 shares; 2024Q4: 135,524 shares; 2025Q1: 137,576 shares; 2025Q2: 106,174 shares; 2025Q3: 143,370 shares; 2025Q4: 175,722 shares; 2026Q1: 134,952 shares; 2026Q2: 126,257 shares 126,257 $10.4M 0.08% -8,695 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,522 shares; 2024Q4: 9,167 shares; 2025Q1: 9,619 shares; 2025Q2: 13,181 shares; 2025Q3: 12,783 shares; 2025Q4: 13,833 shares; 2026Q1: 15,711 shares; 2026Q2: 26,439 shares 26,439 $10.4M 0.08% +10,728 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,824 shares; 2024Q4: 19,525 shares; 2025Q1: 64,029 shares; 2025Q2: 127,209 shares; 2025Q3: 157,260 shares; 2025Q4: 166,967 shares; 2026Q1: 127,460 shares; 2026Q2: 103,910 shares 103,910 $10.4M 0.08% -23,550 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: 201,430 shares; 2024Q4: 193,149 shares; 2025Q1: 190,526 shares; 2025Q2: 152,433 shares; 2025Q3: 152,403 shares; 2025Q4: 197,659 shares; 2026Q1: 146,618 shares; 2026Q2: 131,624 shares 131,624 $10.4M 0.08% -14,994 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,933 shares; 2024Q4: 22,132 shares; 2025Q1: 20,817 shares; 2025Q2: 24,891 shares; 2025Q3: 21,466 shares; 2025Q4: 24,346 shares; 2026Q1: 16,188 shares; 2026Q2: 20,073 shares 20,073 $10.3M 0.08% +3,885 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: 33,133 shares; 2024Q4: 36,626 shares; 2025Q1: 55,435 shares; 2025Q2: 270,615 shares; 2025Q3: 290,796 shares; 2025Q4: 305,127 shares; 2026Q1: 254,484 shares; 2026Q2: 247,722 shares 247,722 $10.3M 0.08% -6,762 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,068 shares; 2024Q4: 235,522 shares; 2025Q1: 249,572 shares; 2025Q2: 252,941 shares; 2025Q3: 252,190 shares; 2025Q4: 262,420 shares; 2026Q1: 222,636 shares; 2026Q2: 166,464 shares 166,464 $10.2M 0.08% -56,172 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: 215,038 shares; 2024Q4: 168,390 shares; 2025Q1: 207,944 shares; 2025Q2: 186,174 shares; 2025Q3: 177,937 shares; 2025Q4: 237,478 shares; 2026Q1: 199,512 shares; 2026Q2: 202,063 shares 202,063 $10.2M 0.08% +2,551 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 261,268 shares; 2026Q2: 321,623 shares 321,623 $10.2M 0.08% +60,355 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: 552,718 shares; 2024Q4: 582,270 shares; 2025Q1: 668,445 shares; 2025Q2: 709,250 shares; 2025Q3: 473,044 shares; 2025Q4: 505,250 shares; 2026Q1: 446,491 shares; 2026Q2: 419,584 shares 419,584 $10.1M 0.08% -26,907 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,423 shares; 2024Q4: 64,042 shares; 2025Q1: 64,295 shares; 2025Q2: 60,849 shares; 2025Q3: 51,962 shares; 2025Q4: 43,322 shares; 2026Q1: 41,812 shares; 2026Q2: 30,460 shares 30,460 $10.1M 0.08% -11,352 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,810 shares; 2024Q4: 121,869 shares; 2025Q1: 137,488 shares; 2025Q2: 138,630 shares; 2025Q3: 240,086 shares; 2025Q4: 259,424 shares; 2026Q1: 276,053 shares; 2026Q2: 269,282 shares 269,282 $10.1M 0.08% -6,771 Timeline PAPR 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: 186,035 shares; 2024Q4: 184,541 shares; 2025Q1: 187,821 shares; 2025Q2: 196,814 shares; 2025Q3: 221,628 shares; 2025Q4: 213,500 shares; 2026Q1: 195,167 shares; 2026Q2: 237,192 shares 237,192 $10M 0.08% +42,025 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,287 shares; 2024Q4: 62,000 shares; 2025Q1: 69,363 shares; 2025Q2: 73,538 shares; 2025Q3: 73,945 shares; 2025Q4: 66,314 shares; 2026Q1: 61,619 shares; 2026Q2: 55,337 shares 55,337 $9.95M 0.08% -6,282 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: 21,508 shares; 2024Q4: 24,364 shares; 2025Q1: 52,805 shares; 2025Q2: 286,599 shares; 2025Q3: 299,431 shares; 2025Q4: 306,620 shares; 2026Q1: 241,065 shares; 2026Q2: 253,868 shares 253,868 $9.85M 0.08% +12,803 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: 218,702 shares; 2024Q4: 238,093 shares; 2025Q1: 226,930 shares; 2025Q2: 157,328 shares; 2025Q3: 138,692 shares; 2025Q4: 121,492 shares; 2026Q1: 83,939 shares; 2026Q2: 95,914 shares 95,914 $9.81M 0.08% +11,975 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: 53,496 shares; 2024Q4: 56,016 shares; 2025Q1: 86,424 shares; 2025Q2: 171,897 shares; 2025Q3: 210,762 shares; 2025Q4: 218,823 shares; 2026Q1: 186,889 shares; 2026Q2: 197,777 shares 197,777 $9.65M 0.07% +10,888 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,696 shares; 2024Q4: 39,690 shares; 2025Q1: 40,072 shares; 2025Q2: 39,811 shares; 2025Q3: 36,610 shares; 2025Q4: 32,275 shares; 2026Q1: 24,882 shares; 2026Q2: 23,672 shares 23,672 $9.64M 0.07% -1,210 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289,699 shares; 2026Q2: 286,153 shares 286,153 $9.6M 0.07% -3,546 Timeline HDEF 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: 279,581 shares; 2024Q4: 288,625 shares; 2025Q1: 268,618 shares; 2025Q2: 322,048 shares; 2025Q3: 335,253 shares; 2025Q4: 304,530 shares; 2026Q1: 311,863 shares; 2026Q2: 297,930 shares 297,930 $9.58M 0.07% -13,933 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,412 shares; 2025Q1: 5,478 shares; 2025Q2: 8,884 shares; 2025Q3: 14,660 shares; 2025Q4: 15,223 shares; 2026Q1: 11,204 shares; 2026Q2: 25,636 shares 25,636 $9.56M 0.07% +14,432 Timeline CCNR RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239,643 shares; 2026Q2: 255,809 shares 255,809 $9.54M 0.07% +16,166 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,373 shares; 2024Q4: 14,131 shares; 2025Q1: 18,717 shares; 2025Q2: 23,756 shares; 2025Q3: 24,980 shares; 2025Q4: 28,026 shares; 2026Q1: 29,556 shares; 2026Q2: 35,210 shares 35,210 $9.47M 0.07% +5,654 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,555 shares; 2024Q4: 144,166 shares; 2025Q1: 160,083 shares; 2025Q2: 363,757 shares; 2025Q3: 737,924 shares; 2025Q4: 742,060 shares; 2026Q1: 680,036 shares; 2026Q2: 682,907 shares 682,907 $9.42M 0.07% +2,871 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,673 shares; 2025Q2: 39,929 shares; 2025Q3: 45,322 shares; 2025Q4: 44,851 shares; 2026Q1: 45,344 shares; 2026Q2: 55,100 shares 55,100 $9.36M 0.07% +9,756 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,651 shares; 2025Q3: 216,915 shares; 2025Q4: 235,612 shares; 2026Q1: 265,374 shares; 2026Q2: 282,307 shares 282,307 $9.31M 0.07% +16,933 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: 67,966 shares; 2024Q4: 129,641 shares; 2025Q1: 70,933 shares; 2025Q2: 66,554 shares; 2025Q3: 65,082 shares; 2025Q4: 68,310 shares; 2026Q1: 52,343 shares; 2026Q2: 50,319 shares 50,319 $9.3M 0.07% -2,024 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: 29,258 shares; 2024Q4: 120,604 shares; 2025Q1: 480,479 shares; 2025Q2: 602,503 shares; 2025Q3: 659,890 shares; 2025Q4: 852,088 shares; 2026Q1: 344,389 shares; 2026Q2: 274,386 shares 274,386 $9.29M 0.07% -70,003 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,423 shares; 2024Q4: 33,621 shares; 2025Q1: 34,672 shares; 2025Q2: 39,469 shares; 2025Q3: 42,790 shares; 2025Q4: 42,323 shares; 2026Q1: 56,894 shares; 2026Q2: 58,960 shares 58,960 $9.24M 0.07% +2,066 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,325 shares; 2024Q4: 177,474 shares; 2025Q1: 181,068 shares; 2025Q2: 181,099 shares; 2025Q3: 247,171 shares; 2025Q4: 263,729 shares; 2026Q1: 174,275 shares; 2026Q2: 177,949 shares 177,949 $9.21M 0.07% +3,674 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: 157,322 shares; 2024Q4: 149,519 shares; 2025Q1: 155,559 shares; 2025Q2: 188,561 shares; 2025Q3: 98,895 shares; 2025Q4: 140,672 shares; 2026Q1: 129,420 shares; 2026Q2: 181,481 shares 181,481 $9.16M 0.07% +52,061 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: 83,877 shares; 2024Q4: 92,570 shares; 2025Q1: 98,233 shares; 2025Q2: 90,015 shares; 2025Q3: 88,426 shares; 2025Q4: 83,452 shares; 2026Q1: 76,687 shares; 2026Q2: 84,996 shares 84,996 $9.14M 0.07% +8,309 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: 165,524 shares; 2024Q4: 176,397 shares; 2025Q1: 222,904 shares; 2025Q2: 242,262 shares; 2025Q3: 273,635 shares; 2025Q4: 276,629 shares; 2026Q1: 229,928 shares; 2026Q2: 215,695 shares 215,695 $9.13M 0.07% -14,233 Timeline UITB 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: 1,572,636 shares; 2024Q4: 1,543,057 shares; 2025Q1: 13,655 shares; 2025Q2: 153,563 shares; 2025Q3: 188,356 shares; 2025Q4: 204,203 shares; 2026Q1: 199,512 shares; 2026Q2: 193,968 shares 193,968 $9.09M 0.07% -5,544 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,421 shares; 2024Q4: 62,169 shares; 2025Q1: 66,805 shares; 2025Q2: 68,289 shares; 2025Q3: 72,710 shares; 2025Q4: 81,823 shares; 2026Q1: 105,858 shares; 2026Q2: 118,365 shares 118,365 $9.01M 0.07% +12,507 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: 25,289 shares; 2024Q4: 24,832 shares; 2025Q1: 32,908 shares; 2025Q2: 32,989 shares; 2025Q3: 37,473 shares; 2025Q4: 33,998 shares; 2026Q1: 33,370 shares; 2026Q2: 30,190 shares 30,190 $8.99M 0.07% -3,180 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,754 shares; 2024Q4: 9,798 shares; 2025Q1: 11,904 shares; 2025Q2: 11,472 shares; 2025Q3: 12,653 shares; 2025Q4: 13,847 shares; 2026Q1: 10,199 shares; 2026Q2: 11,738 shares 11,738 $8.96M 0.07% +1,539 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: 49,678 shares; 2024Q4: 54,663 shares; 2025Q1: 41,857 shares; 2025Q2: 41,234 shares; 2025Q3: 41,945 shares; 2025Q4: 47,005 shares; 2026Q1: 33,589 shares; 2026Q2: 31,823 shares 31,823 $8.95M 0.07% -1,766 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: 93,082 shares; 2024Q4: 110,163 shares; 2025Q1: 117,915 shares; 2025Q2: 201,018 shares; 2025Q3: 210,702 shares; 2025Q4: 214,214 shares; 2026Q1: 218,740 shares; 2026Q2: 219,704 shares 219,704 $8.93M 0.07% +964 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: 77,288 shares; 2024Q4: 52,483 shares; 2025Q1: 92,204 shares; 2025Q2: 92,358 shares; 2025Q3: 83,182 shares; 2025Q4: 85,092 shares; 2026Q1: 90,387 shares; 2026Q2: 92,668 shares 92,668 $8.92M 0.07% +2,281 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: 33,379 shares; 2024Q4: 32,256 shares; 2025Q1: 27,208 shares; 2025Q2: 31,690 shares; 2025Q3: 34,836 shares; 2025Q4: 32,897 shares; 2026Q1: 29,599 shares; 2026Q2: 28,350 shares 28,350 $8.92M 0.07% -1,249 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: 160,535 shares; 2026Q2: 173,943 shares 173,943 $8.91M 0.07% +13,408 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: 28,585 shares; 2024Q4: 28,014 shares; 2025Q1: 31,759 shares; 2025Q2: 30,950 shares; 2025Q3: 29,462 shares; 2025Q4: 31,372 shares; 2026Q1: 27,190 shares; 2026Q2: 24,477 shares 24,477 $8.86M 0.07% -2,713 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: 186,265 shares; 2024Q4: 186,826 shares; 2025Q1: 184,614 shares; 2025Q2: 148,130 shares; 2025Q3: 139,898 shares; 2025Q4: 136,696 shares; 2026Q1: 131,851 shares; 2026Q2: 131,050 shares 131,050 $8.85M 0.07% -801 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 184,739 shares; 2025Q1: 239,588 shares; 2025Q2: 284,972 shares; 2025Q3: 293,056 shares; 2025Q4: 380,580 shares; 2026Q1: 397,183 shares; 2026Q2: 424,100 shares 424,100 $8.84M 0.07% +26,917 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,459 shares; 2024Q4: 52,638 shares; 2025Q1: 40,313 shares; 2025Q2: 40,142 shares; 2025Q3: 37,507 shares; 2025Q4: 33,415 shares; 2026Q1: 32,464 shares; 2026Q2: 31,703 shares 31,703 $8.83M 0.07% -761 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,319 shares; 2025Q2: 58,584 shares; 2025Q3: 162,709 shares; 2025Q4: 183,072 shares; 2026Q1: 214,390 shares; 2026Q2: 235,595 shares 235,595 $8.83M 0.07% +21,205 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,955 shares; 2024Q4: 130,528 shares; 2025Q1: 125,641 shares; 2025Q2: 112,294 shares; 2025Q3: 105,488 shares; 2025Q4: 84,230 shares; 2026Q1: 85,895 shares; 2026Q2: 76,684 shares 76,684 $8.81M 0.07% -9,211 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,751 shares; 2024Q4: 16,364 shares; 2025Q1: 16,664 shares; 2025Q2: 20,373 shares; 2025Q3: 20,310 shares; 2025Q4: 30,149 shares; 2026Q1: 43,105 shares; 2026Q2: 50,140 shares 50,140 $8.74M 0.07% +7,035 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: 16,280 shares; 2024Q4: 17,713 shares; 2025Q1: 21,217 shares; 2025Q2: 24,044 shares; 2025Q3: 28,189 shares; 2025Q4: 32,575 shares; 2026Q1: 39,658 shares; 2026Q2: 38,400 shares 38,400 $8.72M 0.07% -1,258 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,240 shares; 2024Q4: 11,056 shares; 2025Q1: 13,298 shares; 2025Q2: 17,968 shares; 2025Q3: 17,372 shares; 2025Q4: 16,358 shares; 2026Q1: 10,800 shares; 2026Q2: 19,355 shares 19,355 $8.61M 0.07% +8,555 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: 6,510 shares; 2025Q4: 28,643 shares; 2026Q1: 46,080 shares; 2026Q2: 28,257 shares 28,257 $8.55M 0.07% -17,823 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,077 shares; 2024Q4: 23,575 shares; 2025Q1: 25,062 shares; 2025Q2: 34,605 shares; 2025Q3: 30,456 shares; 2025Q4: 29,383 shares; 2026Q1: 28,160 shares; 2026Q2: 100,482 shares 100,482 $8.51M 0.07% +72,322 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,616 shares; 2024Q4: 143,970 shares; 2025Q1: 124,667 shares; 2025Q2: 115,841 shares; 2025Q3: 110,218 shares; 2025Q4: 103,483 shares; 2026Q1: 96,519 shares; 2026Q2: 93,488 shares 93,488 $8.41M 0.06% -3,031 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,891 shares; 2024Q4: 102,428 shares; 2025Q1: 85,091 shares; 2025Q2: 92,848 shares; 2025Q3: 85,809 shares; 2025Q4: 71,254 shares; 2026Q1: 59,894 shares; 2026Q2: 52,493 shares 52,493 $8.39M 0.06% -7,401 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,718 shares; 2024Q4: 21,575 shares; 2025Q1: 18,868 shares; 2025Q2: 21,839 shares; 2025Q3: 19,165 shares; 2025Q4: 25,197 shares; 2026Q1: 18,551 shares; 2026Q2: 17,098 shares 17,098 $8.39M 0.06% -1,453 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,657 shares; 2025Q1: 184,138 shares; 2025Q2: 447,093 shares; 2025Q3: 502,726 shares; 2025Q4: 494,570 shares; 2026Q1: 233,473 shares; 2026Q2: 207,912 shares 207,912 $8.35M 0.06% -25,561 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,569 shares; 2024Q4: 18,789 shares; 2025Q1: 22,055 shares; 2025Q2: 23,772 shares; 2025Q3: 24,672 shares; 2025Q4: 104,288 shares; 2026Q1: 93,337 shares; 2026Q2: 84,025 shares 84,025 $8.34M 0.06% -9,312 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,025 shares; 2024Q4: 41,933 shares; 2025Q1: 45,194 shares; 2025Q2: 49,237 shares; 2025Q3: 77,938 shares; 2025Q4: 98,928 shares; 2026Q1: 102,919 shares; 2026Q2: 87,615 shares 87,615 $8.33M 0.06% -15,304 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: 12,902 shares; 2024Q4: 12,510 shares; 2025Q1: 13,111 shares; 2025Q2: 19,875 shares; 2025Q3: 18,069 shares; 2025Q4: 19,923 shares; 2026Q1: 13,308 shares; 2026Q2: 13,078 shares 13,078 $8.3M 0.06% -230 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,233 shares; 2024Q4: 23,397 shares; 2025Q1: 22,886 shares; 2025Q2: 22,302 shares; 2025Q3: 20,800 shares; 2025Q4: 19,138 shares; 2026Q1: 17,295 shares; 2026Q2: 23,641 shares 23,641 $8.28M 0.06% +6,346 Timeline AMID 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: 279,470 shares; 2024Q4: 263,239 shares; 2025Q1: 256,014 shares; 2025Q2: 259,675 shares; 2025Q3: 248,484 shares; 2025Q4: 237,981 shares; 2026Q1: 232,242 shares; 2026Q2: 226,977 shares 226,977 $8.27M 0.06% -5,265 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,712 shares; 2024Q4: 8,595 shares; 2025Q1: 9,610 shares; 2025Q2: 8,598 shares; 2025Q3: 16,973 shares; 2025Q4: 18,061 shares; 2026Q1: 19,189 shares; 2026Q2: 19,888 shares 19,888 $8.26M 0.06% +699 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: 127,629 shares; 2024Q4: 115,587 shares; 2025Q1: 108,977 shares; 2025Q2: 117,624 shares; 2025Q3: 112,017 shares; 2025Q4: 108,930 shares; 2026Q1: 108,023 shares; 2026Q2: 79,266 shares 79,266 $8.17M 0.06% -28,757 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,837 shares; 2024Q4: 68,740 shares; 2025Q1: 73,225 shares; 2025Q2: 82,219 shares; 2025Q3: 90,520 shares; 2025Q4: 95,949 shares; 2026Q1: 99,509 shares; 2026Q2: 106,740 shares 106,740 $8.14M 0.06% +7,231 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,914 shares; 2024Q4: 54,670 shares; 2025Q1: 27,966 shares; 2025Q2: 15,115 shares; 2025Q3: 36,817 shares; 2025Q4: 38,823 shares; 2026Q1: 44,117 shares; 2026Q2: 55,484 shares 55,484 $8.12M 0.06% +11,367 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: 18,665 shares; 2024Q4: 18,202 shares; 2025Q1: 25,345 shares; 2025Q2: 15,057 shares; 2025Q3: 11,892 shares; 2025Q4: 11,220 shares; 2026Q1: 14,261 shares; 2026Q2: 24,189 shares 24,189 $8.1M 0.06% +9,928 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,661 shares; 2026Q1: 171,588 shares; 2026Q2: 134,608 shares 134,608 $8.09M 0.06% -36,980 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,029 shares; 2024Q4: 100,623 shares; 2025Q1: 115,511 shares; 2025Q2: 110,281 shares; 2025Q3: 199,723 shares; 2025Q4: 214,103 shares; 2026Q1: 212,969 shares; 2026Q2: 190,769 shares 190,769 $8.08M 0.06% -22,200 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: 173,951 shares; 2024Q4: 178,852 shares; 2025Q1: 193,218 shares; 2025Q2: 275,591 shares; 2025Q3: 273,876 shares; 2025Q4: 280,595 shares; 2026Q1: 289,623 shares; 2026Q2: 315,726 shares 315,726 $8.06M 0.06% +26,103 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: 86,802 shares; 2024Q4: 90,026 shares; 2025Q1: 64,460 shares; 2025Q2: 91,478 shares; 2025Q3: 100,321 shares; 2025Q4: 109,457 shares; 2026Q1: 68,638 shares; 2026Q2: 63,705 shares 63,705 $8.05M 0.06% -4,933 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: 13,909 shares; 2024Q4: 11,659 shares; 2025Q1: 11,817 shares; 2025Q2: 11,965 shares; 2025Q3: 11,482 shares; 2025Q4: 7,456 shares; 2026Q1: 5,156 shares; 2026Q2: 4,038 shares 4,038 $8M 0.06% -1,118 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,102 shares; 2025Q1: 2,138 shares; 2025Q2: 2,276 shares; 2025Q3: 2,247 shares; 2025Q4: 1,912 shares; 2026Q1: 1,665 shares; 2026Q2: 44,821 shares 44,821 $7.99M 0.06% +43,156 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,629 shares 35,629 $7.98M 0.06% new 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: 132,934 shares; 2024Q4: 150,839 shares; 2025Q1: 120,498 shares; 2025Q2: 121,015 shares; 2025Q3: 118,416 shares; 2025Q4: 154,346 shares; 2026Q1: 101,858 shares; 2026Q2: 86,866 shares 86,866 $7.96M 0.06% -14,992 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,331 shares; 2024Q4: 47,592 shares; 2025Q1: 45,123 shares; 2025Q2: 42,640 shares; 2025Q3: 44,412 shares; 2025Q4: 59,279 shares; 2026Q1: 90,821 shares; 2026Q2: 83,528 shares 83,528 $7.93M 0.06% -7,293 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: 43,024 shares; 2024Q4: 42,939 shares; 2025Q1: 42,017 shares; 2025Q2: 26,829 shares; 2025Q3: 19,102 shares; 2025Q4: 18,835 shares; 2026Q1: 16,511 shares; 2026Q2: 15,760 shares 15,760 $7.9M 0.06% -751 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: 201,826 shares; 2024Q4: 229,524 shares; 2025Q1: 232,958 shares; 2025Q2: 257,379 shares; 2025Q3: 212,971 shares; 2025Q4: 169,665 shares; 2026Q1: 164,191 shares; 2026Q2: 166,012 shares 166,012 $7.89M 0.06% +1,821 Timeline CDX 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: 37,699 shares; 2024Q4: 23,344 shares; 2025Q1: 32,396 shares; 2025Q2: 22,188 shares; 2025Q3: 22,651 shares; 2025Q4: 318,520 shares; 2026Q1: 333,447 shares; 2026Q2: 373,393 shares 373,393 $7.89M 0.06% +39,946 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: 95,247 shares; 2024Q4: 80,290 shares; 2025Q1: 114,667 shares; 2025Q2: 93,040 shares; 2025Q3: 89,688 shares; 2025Q4: 76,145 shares; 2026Q1: 74,935 shares; 2026Q2: 73,617 shares 73,617 $7.88M 0.06% -1,318 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: 278,073 shares 278,073 $7.8M 0.06% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,427 shares; 2024Q4: 1,911 shares; 2025Q1: 4,802 shares; 2025Q2: 4,470 shares; 2025Q3: 8,629 shares; 2025Q4: 9,190 shares; 2026Q1: 12,356 shares; 2026Q2: 9,291 shares 9,291 $7.8M 0.06% -3,065 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,895 shares; 2024Q4: 530,005 shares; 2025Q1: 32,681 shares; 2025Q2: 33,450 shares; 2025Q3: 33,430 shares; 2025Q4: 29,025 shares; 2026Q1: 28,118 shares; 2026Q2: 26,543 shares 26,543 $7.78M 0.06% -1,575 Timeline HRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 305,959 shares 305,959 $7.76M 0.06% new 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: 146,148 shares; 2024Q4: 140,265 shares; 2025Q1: 132,934 shares; 2025Q2: 134,509 shares; 2025Q3: 142,367 shares; 2025Q4: 262,510 shares; 2026Q1: 205,908 shares; 2026Q2: 166,294 shares 166,294 $7.54M 0.06% -39,614 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,855 shares; 2024Q4: 13,059 shares; 2025Q1: 14,084 shares; 2025Q2: 16,718 shares; 2025Q3: 16,451 shares; 2025Q4: 20,408 shares; 2026Q1: 20,325 shares; 2026Q2: 18,796 shares 18,796 $7.47M 0.06% -1,529 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,938 shares; 2024Q4: 135,773 shares; 2025Q1: 108,541 shares; 2025Q2: 95,852 shares; 2025Q3: 104,819 shares; 2025Q4: 120,662 shares; 2026Q1: 116,827 shares; 2026Q2: 150,741 shares 150,741 $7.47M 0.06% +33,914 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,724 shares; 2024Q4: 244,869 shares; 2025Q1: 242,462 shares; 2025Q2: 242,353 shares; 2025Q3: 248,870 shares; 2025Q4: 246,839 shares; 2026Q1: 231,759 shares; 2026Q2: 233,393 shares 233,393 $7.46M 0.06% +1,634 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,613 shares; 2024Q4: 203,572 shares; 2025Q1: 213,368 shares; 2025Q2: 225,065 shares; 2025Q3: 252,198 shares; 2025Q4: 287,788 shares; 2026Q1: 316,097 shares; 2026Q2: 446,181 shares 446,181 $7.45M 0.06% +130,084 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,188 shares; 2024Q4: 10,434 shares; 2025Q1: 12,169 shares; 2025Q2: 10,857 shares; 2025Q3: 45,262 shares; 2025Q4: 77,601 shares; 2026Q1: 78,039 shares; 2026Q2: 97,681 shares 97,681 $7.45M 0.06% +19,642 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,100 shares; 2024Q4: 201,430 shares; 2025Q1: 192,034 shares; 2025Q2: 174,075 shares; 2025Q3: 176,750 shares; 2025Q4: 179,964 shares; 2026Q1: 224,693 shares; 2026Q2: 231,959 shares 231,959 $7.39M 0.06% +7,266 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 5,049 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,962 shares; 2026Q1: 10,036 shares; 2026Q2: 37,486 shares 37,486 $7.39M 0.06% +27,450 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,360 shares 33,360 $7.38M 0.06% new 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: 160,360 shares; 2024Q4: 269,650 shares; 2025Q1: 361,603 shares; 2025Q2: 402,982 shares; 2025Q3: 453,512 shares; 2025Q4: 429,250 shares; 2026Q1: 289,836 shares; 2026Q2: 129,579 shares 129,579 $7.32M 0.06% -160,257 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,132 shares; 2024Q4: 14,619 shares; 2025Q1: 18,300 shares; 2025Q2: 20,156 shares; 2025Q3: 21,952 shares; 2025Q4: 23,111 shares; 2026Q1: 22,130 shares; 2026Q2: 23,134 shares 23,134 $7.28M 0.06% +1,004 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,182 shares; 2024Q4: 12,654 shares; 2025Q1: 12,399 shares; 2025Q2: 13,115 shares; 2025Q3: 14,162 shares; 2025Q4: 14,633 shares; 2026Q1: 13,668 shares; 2026Q2: 34,070 shares 34,070 $7.25M 0.06% +20,402 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: 73,612 shares; 2024Q4: 78,008 shares; 2025Q1: 77,903 shares; 2025Q2: 78,716 shares; 2025Q3: 84,748 shares; 2025Q4: 84,068 shares; 2026Q1: 88,837 shares; 2026Q2: 77,820 shares 77,820 $7.18M 0.05% -11,017 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,454 shares; 2024Q4: 304,311 shares; 2025Q1: 304,943 shares; 2025Q2: 301,010 shares; 2025Q3: 308,722 shares; 2025Q4: 314,973 shares; 2026Q1: 222,265 shares; 2026Q2: 212,613 shares 212,613 $7.11M 0.05% -9,652 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,004 shares; 2024Q4: 63,006 shares; 2025Q1: 69,913 shares; 2025Q2: 73,706 shares; 2025Q3: 78,358 shares; 2025Q4: 78,957 shares; 2026Q1: 92,669 shares; 2026Q2: 91,288 shares 91,288 $7.08M 0.05% -1,381 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: 73,228 shares; 2024Q4: 76,410 shares; 2025Q1: 91,020 shares; 2025Q2: 94,876 shares; 2025Q3: 121,441 shares; 2025Q4: 124,671 shares; 2026Q1: 100,074 shares; 2026Q2: 90,220 shares 90,220 $7.06M 0.05% -9,854 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: 13,137 shares; 2024Q4: 908,795 shares; 2025Q1: 18,419 shares; 2025Q2: 18,526 shares; 2025Q3: 21,295 shares; 2025Q4: 19,962 shares; 2026Q1: 17,059 shares; 2026Q2: 18,180 shares 18,180 $7.03M 0.05% +1,121 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,092 shares; 2024Q4: not reported; 2025Q1: 15,521 shares; 2025Q2: 17,000 shares; 2025Q3: 17,807 shares; 2025Q4: 13,734 shares; 2026Q1: 13,034 shares; 2026Q2: 14,314 shares 14,314 $7.03M 0.05% +1,280 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,650 shares; 2024Q4: 77,009 shares; 2025Q1: 74,914 shares; 2025Q2: 68,544 shares; 2025Q3: 56,942 shares; 2025Q4: 54,117 shares; 2026Q1: 44,234 shares; 2026Q2: 36,750 shares 36,750 $7M 0.05% -7,484 Timeline BFRZ 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: 26,235 shares; 2026Q1: 194,160 shares; 2026Q2: 253,350 shares 253,350 $6.85M 0.05% +59,190 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,145 shares; 2024Q4: 185,028 shares; 2025Q1: 143,445 shares; 2025Q2: 159,366 shares; 2025Q3: 173,731 shares; 2025Q4: 169,204 shares; 2026Q1: 152,333 shares; 2026Q2: 151,714 shares 151,714 $6.85M 0.05% -619 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,567 shares; 2025Q1: 2,525 shares; 2025Q2: 2,995 shares; 2025Q3: 3,007 shares; 2025Q4: 2,793 shares; 2026Q1: 3,112 shares; 2026Q2: 6,456 shares 6,456 $6.73M 0.05% +3,344 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,674 shares; 2024Q4: 16,322 shares; 2025Q1: 16,721 shares; 2025Q2: 20,332 shares; 2025Q3: 16,692 shares; 2025Q4: 14,855 shares; 2026Q1: 16,444 shares; 2026Q2: 40,845 shares 40,845 $6.68M 0.05% +24,401 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,039 shares; 2025Q4: 55,375 shares; 2026Q1: 45,120 shares; 2026Q2: 35,316 shares 35,316 $6.6M 0.05% -9,804 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,030 shares; 2024Q4: 75,175 shares; 2025Q1: 75,039 shares; 2025Q2: 170,492 shares; 2025Q3: 171,654 shares; 2025Q4: 167,041 shares; 2026Q1: 150,075 shares; 2026Q2: 137,298 shares 137,298 $6.59M 0.05% -12,777 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,977 shares; 2025Q3: 132,017 shares; 2025Q4: 129,957 shares; 2026Q1: 127,545 shares; 2026Q2: 124,730 shares 124,730 $6.58M 0.05% -2,815 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,008 shares; 2025Q1: 6,372 shares; 2025Q2: 13,957 shares; 2025Q3: 21,202 shares; 2025Q4: 21,297 shares; 2026Q1: 23,156 shares; 2026Q2: 26,663 shares 26,663 $6.54M 0.05% +3,507 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,205 shares; 2024Q4: 46,085 shares; 2025Q1: 50,411 shares; 2025Q2: 62,838 shares; 2025Q3: 83,233 shares; 2025Q4: 82,729 shares; 2026Q1: 76,531 shares; 2026Q2: 75,581 shares 75,581 $6.53M 0.05% -950 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: 15,954 shares; 2024Q4: 17,787 shares; 2025Q1: 18,180 shares; 2025Q2: 20,180 shares; 2025Q3: 9,770 shares; 2025Q4: 13,625 shares; 2026Q1: 10,862 shares; 2026Q2: 12,783 shares 12,783 $6.51M 0.05% +1,921 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: 46,696 shares; 2024Q4: 46,596 shares; 2025Q1: 46,156 shares; 2025Q2: 49,251 shares; 2025Q3: 43,996 shares; 2025Q4: 41,892 shares; 2026Q1: 67,879 shares; 2026Q2: 65,946 shares 65,946 $6.48M 0.05% -1,933 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,013 shares; 2025Q2: 102,960 shares; 2025Q3: 130,348 shares; 2025Q4: 146,738 shares; 2026Q1: 143,442 shares; 2026Q2: 155,136 shares 155,136 $6.46M 0.05% +11,694 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,506 shares; 2024Q4: 21,087 shares; 2025Q1: 82,822 shares; 2025Q2: 120,458 shares; 2025Q3: 124,985 shares; 2025Q4: 135,925 shares; 2026Q1: 120,527 shares; 2026Q2: 122,948 shares 122,948 $6.44M 0.05% +2,421 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,236 shares; 2024Q4: 197,309 shares; 2025Q1: 173,874 shares; 2025Q2: 158,665 shares; 2025Q3: 150,022 shares; 2025Q4: 141,350 shares; 2026Q1: 116,821 shares; 2026Q2: 109,535 shares 109,535 $6.42M 0.05% -7,286 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,452 shares; 2024Q4: 320,975 shares; 2025Q1: 324,002 shares; 2025Q2: 341,095 shares; 2025Q3: 367,399 shares; 2025Q4: 365,934 shares; 2026Q1: 364,627 shares; 2026Q2: 361,539 shares 361,539 $6.41M 0.05% -3,088 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,729 shares; 2024Q4: 19,458 shares; 2025Q1: 19,844 shares; 2025Q2: 22,154 shares; 2025Q3: 24,141 shares; 2025Q4: 28,871 shares; 2026Q1: 28,579 shares; 2026Q2: 30,797 shares 30,797 $6.37M 0.05% +2,218 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,844 shares; 2024Q4: 46,973 shares; 2025Q1: 49,285 shares; 2025Q2: 51,906 shares; 2025Q3: 54,971 shares; 2025Q4: 54,384 shares; 2026Q1: 47,407 shares; 2026Q2: 46,407 shares 46,407 $6.35M 0.05% -1,000 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: 126,232 shares 126,232 $6.35M 0.05% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,610 shares; 2024Q4: 18,802 shares; 2025Q1: 21,351 shares; 2025Q2: 28,552 shares; 2025Q3: 29,334 shares; 2025Q4: 39,655 shares; 2026Q1: 36,350 shares; 2026Q2: 76,601 shares 76,601 $6.31M 0.05% +40,251 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: 129,915 shares; 2024Q4: 120,581 shares; 2025Q1: 124,928 shares; 2025Q2: 166,697 shares; 2025Q3: 132,582 shares; 2025Q4: 119,302 shares; 2026Q1: 126,720 shares; 2026Q2: 108,376 shares 108,376 $6.31M 0.05% -18,344 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,592 shares; 2026Q1: 23,660 shares; 2026Q2: 113,158 shares 113,158 $6.29M 0.05% +89,498 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: 39,635 shares; 2024Q4: 45,198 shares; 2025Q1: 61,335 shares; 2025Q2: 74,222 shares; 2025Q3: 103,557 shares; 2025Q4: 101,974 shares; 2026Q1: 93,533 shares; 2026Q2: 86,931 shares 86,931 $6.27M 0.05% -6,602 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 14,714 shares 14,714 $6.26M 0.05% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,589 shares; 2026Q2: 26,491 shares 26,491 $6.19M 0.05% +9,902 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,067 shares; 2024Q4: 10,158 shares; 2025Q1: 18,999 shares; 2025Q2: 23,775 shares; 2025Q3: 27,389 shares; 2025Q4: 31,689 shares; 2026Q1: 33,192 shares; 2026Q2: 38,761 shares 38,761 $6.15M 0.05% +5,569 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,977 shares; 2026Q1: 3,156 shares; 2026Q2: 92,546 shares 92,546 $6.14M 0.05% +89,390 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,655 shares; 2024Q4: 47,817 shares; 2025Q1: 44,788 shares; 2025Q2: 44,714 shares; 2025Q3: 40,113 shares; 2025Q4: 28,884 shares; 2026Q1: 34,751 shares; 2026Q2: 54,215 shares 54,215 $6.11M 0.05% +19,464 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: 114,747 shares; 2024Q4: 61,751 shares; 2025Q1: 88,414 shares; 2025Q2: 106,322 shares; 2025Q3: 91,415 shares; 2025Q4: 90,424 shares; 2026Q1: 83,770 shares; 2026Q2: 81,666 shares 81,666 $6.07M 0.05% -2,104 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,905 shares; 2024Q4: 22,843 shares; 2025Q1: 30,596 shares; 2025Q2: 34,276 shares; 2025Q3: 29,255 shares; 2025Q4: 31,875 shares; 2026Q1: 21,247 shares; 2026Q2: 21,549 shares 21,549 $6.06M 0.05% +302 Timeline BUCK 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: not reported; 2025Q1: 147,848 shares; 2025Q2: 166,214 shares; 2025Q3: 184,510 shares; 2025Q4: 197,522 shares; 2026Q1: 214,797 shares; 2026Q2: 257,395 shares 257,395 $6.03M 0.05% +42,598 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: 45,765 shares; 2024Q4: 44,468 shares; 2025Q1: 42,774 shares; 2025Q2: 3,500 shares; 2025Q3: 3,630 shares; 2025Q4: 5,735 shares; 2026Q1: 4,641 shares; 2026Q2: 66,137 shares 66,137 $6M 0.05% +61,496 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: 198,029 shares; 2024Q4: 203,695 shares; 2025Q1: 213,968 shares; 2025Q2: 181,742 shares; 2025Q3: 195,654 shares; 2025Q4: 221,393 shares; 2026Q1: 245,887 shares; 2026Q2: 240,078 shares 240,078 $5.89M 0.05% -5,809 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,809 shares; 2024Q4: 8,963 shares; 2025Q1: 9,573 shares; 2025Q2: 11,341 shares; 2025Q3: 10,348 shares; 2025Q4: 12,151 shares; 2026Q1: 11,862 shares; 2026Q2: 11,853 shares 11,853 $5.89M 0.05% -9 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,002 shares; 2024Q4: 31,232 shares; 2025Q1: 32,138 shares; 2025Q2: 32,132 shares; 2025Q3: 32,641 shares; 2025Q4: 40,083 shares; 2026Q1: 36,671 shares; 2026Q2: 36,611 shares 36,611 $5.88M 0.05% -60 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; 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: 88,862 shares; 2026Q1: 78,453 shares; 2026Q2: 75,200 shares 75,200 $5.85M 0.04% -3,253 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,101 shares; 2024Q4: 8,912 shares; 2025Q1: 11,483 shares; 2025Q2: 17,969 shares; 2025Q3: 20,560 shares; 2025Q4: 21,199 shares; 2026Q1: 23,386 shares; 2026Q2: 23,415 shares 23,415 $5.82M 0.04% +29 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,830 shares; 2024Q4: 68,658 shares; 2025Q1: 109,428 shares; 2025Q2: 105,438 shares; 2025Q3: 92,668 shares; 2025Q4: 74,977 shares; 2026Q1: 57,186 shares; 2026Q2: 35,813 shares 35,813 $5.8M 0.04% -21,373 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,137 shares; 2024Q4: 50,629 shares; 2025Q1: 51,259 shares; 2025Q2: 52,458 shares; 2025Q3: 56,427 shares; 2025Q4: 57,423 shares; 2026Q1: 52,800 shares; 2026Q2: 49,666 shares 49,666 $5.8M 0.04% -3,134 Timeline BDYN 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: 44,145 shares; 2025Q4: 219,915 shares; 2026Q1: 171,547 shares; 2026Q2: 209,000 shares 209,000 $5.8M 0.04% +37,453 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,587 shares; 2024Q4: 29,390 shares; 2025Q1: 47,459 shares; 2025Q2: 51,441 shares; 2025Q3: 51,445 shares; 2025Q4: 53,753 shares; 2026Q1: 45,972 shares; 2026Q2: 40,487 shares 40,487 $5.8M 0.04% -5,485 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,851 shares; 2024Q4: 9,505 shares; 2025Q1: 18,851 shares; 2025Q2: 49,040 shares; 2025Q3: 84,451 shares; 2025Q4: 97,339 shares; 2026Q1: 104,943 shares; 2026Q2: 61,889 shares 61,889 $5.78M 0.04% -43,054 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,275 shares; 2024Q4: 10,994 shares; 2025Q1: 8,743 shares; 2025Q2: 9,149 shares; 2025Q3: 8,395 shares; 2025Q4: 7,113 shares; 2026Q1: 6,628 shares; 2026Q2: 6,961 shares 6,961 $5.78M 0.04% +333 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,054 shares; 2024Q4: 12,004 shares; 2025Q1: 12,476 shares; 2025Q2: 12,293 shares; 2025Q3: 10,356 shares; 2025Q4: 11,023 shares; 2026Q1: 9,830 shares; 2026Q2: 7,585 shares 7,585 $5.75M 0.04% -2,245 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,678 shares; 2024Q4: 6,235 shares; 2025Q1: 8,036 shares; 2025Q2: 8,952 shares; 2025Q3: 6,746 shares; 2025Q4: 4,337 shares; 2026Q1: 6,703 shares; 2026Q2: 43,243 shares 43,243 $5.69M 0.04% +36,540 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,531 shares; 2024Q4: 11,789 shares; 2025Q1: 15,720 shares; 2025Q2: 25,137 shares; 2025Q3: 24,846 shares; 2025Q4: 27,690 shares; 2026Q1: 18,094 shares; 2026Q2: 14,940 shares 14,940 $5.68M 0.04% -3,154 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 33,989 shares; 2026Q1: 42,683 shares; 2026Q2: 63,113 shares 63,113 $5.67M 0.04% +20,430 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,390 shares; 2024Q4: 30,625 shares; 2025Q1: 30,951 shares; 2025Q2: 29,640 shares; 2025Q3: 30,242 shares; 2025Q4: 28,722 shares; 2026Q1: 22,617 shares; 2026Q2: 23,454 shares 23,454 $5.65M 0.04% +837 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,466 shares; 2024Q4: 389,690 shares; 2025Q1: 425,497 shares; 2025Q2: 438,982 shares; 2025Q3: 449,534 shares; 2025Q4: 334,880 shares; 2026Q1: 333,543 shares; 2026Q2: 282,623 shares 282,623 $5.62M 0.04% -50,920 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: 32,390 shares; 2024Q4: 37,592 shares; 2025Q1: 13,919 shares; 2025Q2: 19,567 shares; 2025Q3: 17,675 shares; 2025Q4: 39,717 shares; 2026Q1: 50,675 shares; 2026Q2: 51,093 shares 51,093 $5.61M 0.04% +418 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: 14,302 shares; 2024Q4: 17,132 shares; 2025Q1: 16,407 shares; 2025Q2: 23,792 shares; 2025Q3: 22,669 shares; 2025Q4: 29,161 shares; 2026Q1: 20,080 shares; 2026Q2: 18,561 shares 18,561 $5.58M 0.04% -1,519 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,189 shares; 2025Q2: 14,420 shares; 2025Q3: 17,870 shares; 2025Q4: 17,908 shares; 2026Q1: 15,339 shares; 2026Q2: 99,319 shares 99,319 $5.57M 0.04% +83,980 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 231,185 shares 231,185 $5.56M 0.04% new Timeline JMOM 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: 59,040 shares; 2024Q4: 63,762 shares; 2025Q1: 63,541 shares; 2025Q2: 65,418 shares; 2025Q3: 68,238 shares; 2025Q4: 60,821 shares; 2026Q1: 89,381 shares; 2026Q2: 65,000 shares 65,000 $5.55M 0.04% -24,381 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,412 shares; 2024Q4: 43,778 shares; 2025Q1: 84,299 shares; 2025Q2: 78,810 shares; 2025Q3: 107,245 shares; 2025Q4: 117,626 shares; 2026Q1: 105,976 shares; 2026Q2: 99,386 shares 99,386 $5.52M 0.04% -6,590 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,757 shares; 2024Q4: 22,218 shares; 2025Q1: 22,520 shares; 2025Q2: 23,365 shares; 2025Q3: 23,609 shares; 2025Q4: 22,765 shares; 2026Q1: 19,071 shares; 2026Q2: 15,955 shares 15,955 $5.49M 0.04% -3,116 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: 42,016 shares; 2024Q4: 88,566 shares; 2025Q1: 27,016 shares; 2025Q2: 27,681 shares; 2025Q3: 36,498 shares; 2025Q4: 36,870 shares; 2026Q1: 34,485 shares; 2026Q2: 33,489 shares 33,489 $5.48M 0.04% -996 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,848 shares; 2024Q4: 39,602 shares; 2025Q1: 29,288 shares; 2025Q2: not reported; 2025Q3: 150,914 shares; 2025Q4: 163,667 shares; 2026Q1: 180,657 shares; 2026Q2: 190,719 shares 190,719 $5.46M 0.04% +10,062 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,584 shares; 2024Q4: 16,442 shares; 2025Q1: 17,244 shares; 2025Q2: 29,194 shares; 2025Q3: 32,006 shares; 2025Q4: 73,924 shares; 2026Q1: 29,506 shares; 2026Q2: 26,731 shares 26,731 $5.36M 0.04% -2,775 Timeline XDSQ 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: 19,900 shares; 2025Q2: 75,231 shares; 2025Q3: 88,408 shares; 2025Q4: 101,068 shares; 2026Q1: 104,791 shares; 2026Q2: 123,855 shares 123,855 $5.32M 0.04% +19,064 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,169 shares; 2024Q4: 253,354 shares; 2025Q1: 243,686 shares; 2025Q2: 242,239 shares; 2025Q3: 220,316 shares; 2025Q4: 209,965 shares; 2026Q1: 161,402 shares; 2026Q2: 169,195 shares 169,195 $5.31M 0.04% +7,793 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: 50,864 shares; 2024Q4: 69,714 shares; 2025Q1: 81,477 shares; 2025Q2: 99,085 shares; 2025Q3: 115,615 shares; 2025Q4: 121,306 shares; 2026Q1: 107,568 shares; 2026Q2: 110,943 shares 110,943 $5.3M 0.04% +3,375 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: 9,581 shares; 2024Q4: 12,474 shares; 2025Q1: 12,618 shares; 2025Q2: 15,079 shares; 2025Q3: 17,400 shares; 2025Q4: 19,161 shares; 2026Q1: 16,990 shares; 2026Q2: 16,509 shares 16,509 $5.24M 0.04% -481 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,863 shares; 2024Q4: 15,025 shares; 2025Q1: 21,346 shares; 2025Q2: 23,300 shares; 2025Q3: 26,678 shares; 2025Q4: 45,138 shares; 2026Q1: 45,467 shares; 2026Q2: 43,078 shares 43,078 $5.23M 0.04% -2,389 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: 31,734 shares; 2024Q4: 31,212 shares; 2025Q1: 31,606 shares; 2025Q2: 32,633 shares; 2025Q3: 32,225 shares; 2025Q4: 33,783 shares; 2026Q1: 26,422 shares; 2026Q2: 14,763 shares 14,763 $5.23M 0.04% -11,659 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,671 shares; 2024Q4: 34,899 shares; 2025Q1: 36,265 shares; 2025Q2: 47,634 shares; 2025Q3: 39,644 shares; 2025Q4: 40,975 shares; 2026Q1: 44,338 shares; 2026Q2: 46,638 shares 46,638 $5.15M 0.04% +2,300 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,234 shares; 2024Q4: 7,004 shares; 2025Q1: 7,635 shares; 2025Q2: 7,543 shares; 2025Q3: 6,199 shares; 2025Q4: 9,074 shares; 2026Q1: 6,892 shares; 2026Q2: 16,309 shares 16,309 $5.11M 0.04% +9,417 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,576 shares; 2024Q4: 27,746 shares; 2025Q1: 29,330 shares; 2025Q2: 31,061 shares; 2025Q3: 33,468 shares; 2025Q4: 33,930 shares; 2026Q1: 31,235 shares; 2026Q2: 31,207 shares 31,207 $5.08M 0.04% -28 Timeline INDV INDIVIOR PHARMACEUTICALS INC More: the full row for INDIVIOR PHARMACEUTICALS 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: 87,821 shares; 2026Q2: 123,571 shares 123,571 $5.07M 0.04% +35,750 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,361 shares; 2024Q4: 30,061 shares; 2025Q1: 32,785 shares; 2025Q2: 33,079 shares; 2025Q3: 37,407 shares; 2025Q4: 39,881 shares; 2026Q1: 33,457 shares; 2026Q2: 34,609 shares 34,609 $5.06M 0.04% +1,152 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: 9,542 shares; 2024Q4: 11,915 shares; 2025Q1: 13,837 shares; 2025Q2: 17,943 shares; 2025Q3: 19,155 shares; 2025Q4: 26,959 shares; 2026Q1: 17,442 shares; 2026Q2: 13,726 shares 13,726 $5.06M 0.04% -3,716 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; 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: 93,961 shares; 2026Q1: 111,762 shares; 2026Q2: 152,057 shares 152,057 $5.04M 0.04% +40,295 Timeline SHM 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: 104,491 shares; 2024Q4: 105,291 shares; 2025Q1: 103,461 shares; 2025Q2: 96,099 shares; 2025Q3: 105,122 shares; 2025Q4: 104,281 shares; 2026Q1: 104,717 shares; 2026Q2: 104,645 shares 104,645 $5.02M 0.04% -72 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,097 shares; 2024Q4: 41,856 shares; 2025Q1: 42,856 shares; 2025Q2: 53,333 shares; 2025Q3: 51,688 shares; 2025Q4: 54,688 shares; 2026Q1: 49,736 shares; 2026Q2: 52,163 shares 52,163 $5.01M 0.04% +2,427 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,860 shares; 2024Q4: 4,952 shares; 2025Q1: 4,645 shares; 2025Q2: 5,256 shares; 2025Q3: 5,328 shares; 2025Q4: 4,830 shares; 2026Q1: 4,157 shares; 2026Q2: 4,422 shares 4,422 $5.01M 0.04% +265 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,272 shares; 2024Q4: 24,217 shares; 2025Q1: 25,399 shares; 2025Q2: 25,706 shares; 2025Q3: 29,903 shares; 2025Q4: 19,126 shares; 2026Q1: 15,707 shares; 2026Q2: 11,210 shares 11,210 $5M 0.04% -4,497 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: 46,897 shares; 2024Q4: 64,132 shares; 2025Q1: 88,680 shares; 2025Q2: 103,233 shares; 2025Q3: 130,169 shares; 2025Q4: 131,366 shares; 2026Q1: 77,558 shares; 2026Q2: 61,400 shares 61,400 $4.98M 0.04% -16,158 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 171,292 shares; 2025Q1: 227,005 shares; 2025Q2: 233,824 shares; 2025Q3: 241,644 shares; 2025Q4: 231,288 shares; 2026Q1: 224,566 shares; 2026Q2: 185,106 shares 185,106 $4.97M 0.04% -39,460 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,123 shares; 2024Q4: 57,752 shares; 2025Q1: 57,409 shares; 2025Q2: 39,411 shares; 2025Q3: 59,228 shares; 2025Q4: 61,957 shares; 2026Q1: 60,129 shares; 2026Q2: 56,462 shares 56,462 $4.92M 0.04% -3,667 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,387 shares; 2024Q4: 57,202 shares; 2025Q1: 61,042 shares; 2025Q2: 50,693 shares; 2025Q3: 56,738 shares; 2025Q4: 57,577 shares; 2026Q1: 47,610 shares; 2026Q2: 117,903 shares 117,903 $4.87M 0.04% +70,293 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,192 shares; 2024Q4: 125,139 shares; 2025Q1: 117,276 shares; 2025Q2: 109,102 shares; 2025Q3: 109,336 shares; 2025Q4: 97,043 shares; 2026Q1: 97,427 shares; 2026Q2: 90,403 shares 90,403 $4.86M 0.04% -7,024 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: 22,188 shares; 2024Q4: 24,849 shares; 2025Q1: 24,286 shares; 2025Q2: 21,965 shares; 2025Q3: 20,465 shares; 2025Q4: 21,396 shares; 2026Q1: 20,153 shares; 2026Q2: 18,665 shares 18,665 $4.86M 0.04% -1,488 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: 114,771 shares; 2024Q4: 102,732 shares; 2025Q1: 102,322 shares; 2025Q2: 108,109 shares; 2025Q3: 94,914 shares; 2025Q4: 91,989 shares; 2026Q1: 104,615 shares; 2026Q2: 105,492 shares 105,492 $4.82M 0.04% +877 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,777 shares; 2024Q4: 235,156 shares; 2025Q1: 243,909 shares; 2025Q2: 234,564 shares; 2025Q3: 235,535 shares; 2025Q4: 242,784 shares; 2026Q1: 79,346 shares; 2026Q2: 92,725 shares 92,725 $4.81M 0.04% +13,379 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,789 shares; 2026Q2: 30,055 shares 30,055 $4.81M 0.04% +27,266 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,182 shares; 2024Q4: 118,215 shares; 2025Q1: 78,286 shares; 2025Q2: 79,871 shares; 2025Q3: 88,621 shares; 2025Q4: 89,879 shares; 2026Q1: 84,396 shares; 2026Q2: 79,279 shares 79,279 $4.79M 0.04% -5,117 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,919 shares; 2024Q4: 318,484 shares; 2025Q1: 289,402 shares; 2025Q2: 354,274 shares; 2025Q3: 345,079 shares; 2025Q4: 348,221 shares; 2026Q1: 312,645 shares; 2026Q2: 238,414 shares 238,414 $4.78M 0.04% -74,231 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,216 shares; 2024Q4: 54,688 shares; 2025Q1: 12,963 shares; 2025Q2: 10,161 shares; 2025Q3: 28,707 shares; 2025Q4: 40,119 shares; 2026Q1: 32,063 shares; 2026Q2: 29,028 shares 29,028 $4.78M 0.04% -3,035 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: 10,804 shares; 2024Q4: 12,848 shares; 2025Q1: 13,647 shares; 2025Q2: 15,282 shares; 2025Q3: 14,269 shares; 2025Q4: 13,768 shares; 2026Q1: 9,545 shares; 2026Q2: 9,565 shares 9,565 $4.74M 0.04% +20 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,135 shares; 2024Q4: 2,932 shares; 2025Q1: 42,253 shares; 2025Q2: 41,771 shares; 2025Q3: 39,801 shares; 2025Q4: 27,740 shares; 2026Q1: 22,264 shares; 2026Q2: 20,966 shares 20,966 $4.73M 0.04% -1,298 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: 66,678 shares; 2024Q4: 53,953 shares; 2025Q1: 50,171 shares; 2025Q2: 52,029 shares; 2025Q3: 43,938 shares; 2025Q4: 56,702 shares; 2026Q1: 45,188 shares; 2026Q2: 45,562 shares 45,562 $4.71M 0.04% +374 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,531 shares; 2024Q4: 35,525 shares; 2025Q1: 33,523 shares; 2025Q2: 34,756 shares; 2025Q3: 33,688 shares; 2025Q4: 30,466 shares; 2026Q1: 21,943 shares; 2026Q2: 17,997 shares 17,997 $4.7M 0.04% -3,946 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,919 shares; 2024Q4: 184,278 shares; 2025Q1: 182,002 shares; 2025Q2: 180,773 shares; 2025Q3: 182,393 shares; 2025Q4: 185,153 shares; 2026Q1: 163,051 shares; 2026Q2: 158,407 shares 158,407 $4.69M 0.04% -4,644 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,353 shares; 2024Q4: 124,615 shares; 2025Q1: 128,183 shares; 2025Q2: 146,477 shares; 2025Q3: 220,903 shares; 2025Q4: 224,652 shares; 2026Q1: 185,540 shares; 2026Q2: 181,293 shares 181,293 $4.68M 0.04% -4,247 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,780 shares; 2024Q4: 65,102 shares; 2025Q1: 78,802 shares; 2025Q2: 102,143 shares; 2025Q3: 115,800 shares; 2025Q4: 126,816 shares; 2026Q1: 121,182 shares; 2026Q2: 126,417 shares 126,417 $4.68M 0.04% +5,235 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,369 shares; 2024Q4: 9,746 shares; 2025Q1: 9,202 shares; 2025Q2: 10,332 shares; 2025Q3: 14,176 shares; 2025Q4: 14,639 shares; 2026Q1: 15,494 shares; 2026Q2: 18,538 shares 18,538 $4.66M 0.04% +3,044 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: 18,144 shares; 2024Q4: 18,658 shares; 2025Q1: 18,218 shares; 2025Q2: 17,888 shares; 2025Q3: 14,947 shares; 2025Q4: 16,733 shares; 2026Q1: 13,799 shares; 2026Q2: 14,038 shares 14,038 $4.63M 0.04% +239 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,298 shares; 2024Q4: 4,349 shares; 2025Q1: 4,893 shares; 2025Q2: 5,115 shares; 2025Q3: 5,490 shares; 2025Q4: 5,538 shares; 2026Q1: 4,730 shares; 2026Q2: 4,703 shares 4,703 $4.6M 0.04% -27 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,742 shares; 2024Q4: 5,160 shares; 2025Q1: 30,422 shares; 2025Q2: 33,961 shares; 2025Q3: 38,245 shares; 2025Q4: 56,805 shares; 2026Q1: 63,558 shares; 2026Q2: 63,125 shares 63,125 $4.6M 0.04% -433 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,940 shares; 2024Q4: 48,828 shares; 2025Q1: 46,493 shares; 2025Q2: 46,102 shares; 2025Q3: 45,124 shares; 2025Q4: 43,922 shares; 2026Q1: 32,216 shares; 2026Q2: 22,788 shares 22,788 $4.59M 0.04% -9,428 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,560 shares; 2024Q4: 158,112 shares; 2025Q1: 145,571 shares; 2025Q2: 144,227 shares; 2025Q3: 133,026 shares; 2025Q4: 141,478 shares; 2026Q1: 120,257 shares; 2026Q2: 115,532 shares 115,532 $4.58M 0.04% -4,725 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,837 shares; 2024Q4: 13,002 shares; 2025Q1: 13,819 shares; 2025Q2: 14,544 shares; 2025Q3: 8,971 shares; 2025Q4: 9,559 shares; 2026Q1: 6,749 shares; 2026Q2: 6,359 shares 6,359 $4.58M 0.04% -390 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,812 shares; 2024Q4: 102,884 shares; 2025Q1: 98,311 shares; 2025Q2: 89,340 shares; 2025Q3: 86,281 shares; 2025Q4: 84,261 shares; 2026Q1: 79,623 shares; 2026Q2: 61,895 shares 61,895 $4.57M 0.03% -17,728 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,445 shares; 2024Q4: 38,611 shares; 2025Q1: 40,632 shares; 2025Q2: 40,228 shares; 2025Q3: 41,796 shares; 2025Q4: 40,678 shares; 2026Q1: 38,839 shares; 2026Q2: 38,400 shares 38,400 $4.57M 0.03% -439 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,908 shares; 2025Q3: 78,344 shares; 2025Q4: 92,729 shares; 2026Q1: 116,430 shares; 2026Q2: 125,356 shares 125,356 $4.56M 0.03% +8,926 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,606 shares; 2024Q4: 13,706 shares; 2025Q1: 19,315 shares; 2025Q2: 24,295 shares; 2025Q3: 27,482 shares; 2025Q4: 20,223 shares; 2026Q1: 19,428 shares; 2026Q2: 20,356 shares 20,356 $4.56M 0.03% +928 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: 54,760 shares; 2024Q4: 64,425 shares; 2025Q1: 62,924 shares; 2025Q2: 66,402 shares; 2025Q3: 65,420 shares; 2025Q4: 73,016 shares; 2026Q1: 79,071 shares; 2026Q2: 83,013 shares 83,013 $4.54M 0.03% +3,942 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,934 shares; 2024Q4: 25,903 shares; 2025Q1: 27,518 shares; 2025Q2: 31,944 shares; 2025Q3: 30,677 shares; 2025Q4: 29,669 shares; 2026Q1: 25,141 shares; 2026Q2: 26,926 shares 26,926 $4.54M 0.03% +1,785 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: 9,282 shares; 2024Q4: 10,819 shares; 2025Q1: 10,478 shares; 2025Q2: 8,778 shares; 2025Q3: 8,346 shares; 2025Q4: 14,949 shares; 2026Q1: 10,421 shares; 2026Q2: 16,851 shares 16,851 $4.52M 0.03% +6,430 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,387 shares; 2024Q4: 25,917 shares; 2025Q1: 23,618 shares; 2025Q2: 23,469 shares; 2025Q3: 27,175 shares; 2025Q4: 27,189 shares; 2026Q1: 24,837 shares; 2026Q2: 29,431 shares 29,431 $4.5M 0.03% +4,594 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,453 shares; 2024Q4: 59,767 shares; 2025Q1: 69,799 shares; 2025Q2: 70,164 shares; 2025Q3: 69,478 shares; 2025Q4: 62,825 shares; 2026Q1: 58,377 shares; 2026Q2: 56,964 shares 56,964 $4.49M 0.03% -1,413 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: 39,868 shares; 2024Q4: 32,078 shares; 2025Q1: 34,184 shares; 2025Q2: 36,718 shares; 2025Q3: 27,004 shares; 2025Q4: 27,864 shares; 2026Q1: 27,209 shares; 2026Q2: 31,010 shares 31,010 $4.48M 0.03% +3,801 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,339 shares; 2024Q4: 39,045 shares; 2025Q1: 36,958 shares; 2025Q2: 34,912 shares; 2025Q3: 32,428 shares; 2025Q4: 28,768 shares; 2026Q1: 26,078 shares; 2026Q2: 24,185 shares 24,185 $4.48M 0.03% -1,893 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: 99,046 shares; 2024Q4: 110,481 shares; 2025Q1: 121,135 shares; 2025Q2: 116,478 shares; 2025Q3: 161,242 shares; 2025Q4: 191,903 shares; 2026Q1: 95,596 shares; 2026Q2: 98,215 shares 98,215 $4.47M 0.03% +2,619 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,472 shares; 2024Q4: 379,174 shares; 2025Q1: 298,043 shares; 2025Q2: 313,692 shares; 2025Q3: 209,784 shares; 2025Q4: 387,083 shares; 2026Q1: 388,159 shares; 2026Q2: 478,177 shares 478,177 $4.46M 0.03% +90,018 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,676 shares; 2024Q4: 30,180 shares; 2025Q1: 25,243 shares; 2025Q2: 24,466 shares; 2025Q3: 24,822 shares; 2025Q4: 23,272 shares; 2026Q1: 19,333 shares; 2026Q2: 19,107 shares 19,107 $4.45M 0.03% -226 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,483 shares; 2024Q4: 43,231 shares; 2025Q1: 45,090 shares; 2025Q2: 46,242 shares; 2025Q3: 45,611 shares; 2025Q4: 42,987 shares; 2026Q1: 33,182 shares; 2026Q2: 36,073 shares 36,073 $4.44M 0.03% +2,891 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,797 shares; 2024Q4: 285,167 shares; 2025Q1: 40,858 shares; 2025Q2: 43,321 shares; 2025Q3: 34,432 shares; 2025Q4: 31,937 shares; 2026Q1: 23,021 shares; 2026Q2: 21,660 shares 21,660 $4.44M 0.03% -1,361 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,492 shares; 2024Q4: 114,644 shares; 2025Q1: 105,250 shares; 2025Q2: 99,102 shares; 2025Q3: 93,471 shares; 2025Q4: 71,409 shares; 2026Q1: 56,750 shares; 2026Q2: 53,705 shares 53,705 $4.44M 0.03% -3,045 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: 41,981 shares; 2024Q4: 53,672 shares; 2025Q1: 58,738 shares; 2025Q2: 69,088 shares; 2025Q3: 72,128 shares; 2025Q4: 77,262 shares; 2026Q1: 79,143 shares; 2026Q2: 82,777 shares 82,777 $4.44M 0.03% +3,634 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,384 shares; 2024Q4: 17,549 shares; 2025Q1: 17,192 shares; 2025Q2: 15,809 shares; 2025Q3: 16,407 shares; 2025Q4: 16,133 shares; 2026Q1: 11,186 shares; 2026Q2: 11,814 shares 11,814 $4.43M 0.03% +628 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,546 shares; 2024Q4: 163,559 shares; 2025Q1: 154,267 shares; 2025Q2: 148,462 shares; 2025Q3: 130,381 shares; 2025Q4: 125,911 shares; 2026Q1: 101,130 shares; 2026Q2: 99,405 shares 99,405 $4.41M 0.03% -1,725 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,508 shares; 2024Q4: 12,929 shares; 2025Q1: 14,115 shares; 2025Q2: 14,580 shares; 2025Q3: 13,414 shares; 2025Q4: 15,079 shares; 2026Q1: 14,957 shares; 2026Q2: 15,755 shares 15,755 $4.41M 0.03% +798 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS 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: 45,335 shares; 2026Q2: 69,958 shares 69,958 $4.4M 0.03% +24,623 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: 23,028 shares; 2024Q4: 21,192 shares; 2025Q1: 23,580 shares; 2025Q2: 22,689 shares; 2025Q3: 22,392 shares; 2025Q4: 21,341 shares; 2026Q1: 16,441 shares; 2026Q2: 14,493 shares 14,493 $4.33M 0.03% -1,948 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,253 shares; 2024Q4: 53,044 shares; 2025Q1: 55,104 shares; 2025Q2: 55,502 shares; 2025Q3: 52,306 shares; 2025Q4: 53,188 shares; 2026Q1: 49,051 shares; 2026Q2: 25,942 shares 25,942 $4.32M 0.03% -23,109 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 6,831 shares; 2025Q1: 8,015 shares; 2025Q2: 9,924 shares; 2025Q3: 10,294 shares; 2025Q4: 6,102 shares; 2026Q1: 6,913 shares; 2026Q2: 9,410 shares 9,410 $4.32M 0.03% +2,497 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,975 shares; 2024Q4: 27,748 shares; 2025Q1: 37,238 shares; 2025Q2: 47,735 shares; 2025Q3: 40,298 shares; 2025Q4: 26,125 shares; 2026Q1: 25,335 shares; 2026Q2: 35,599 shares 35,599 $4.31M 0.03% +10,264 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,152 shares; 2024Q4: 42,484 shares; 2025Q1: 48,551 shares; 2025Q2: 49,219 shares; 2025Q3: 53,273 shares; 2025Q4: 52,117 shares; 2026Q1: 44,723 shares; 2026Q2: 47,149 shares 47,149 $4.28M 0.03% +2,426 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,183 shares; 2024Q4: 11,353 shares; 2025Q1: 42,663 shares; 2025Q2: 56,265 shares; 2025Q3: 52,404 shares; 2025Q4: 54,225 shares; 2026Q1: 96,541 shares; 2026Q2: 112,461 shares 112,461 $4.28M 0.03% +15,920 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,589 shares; 2024Q4: 21,428 shares; 2025Q1: 21,173 shares; 2025Q2: 20,200 shares; 2025Q3: 19,804 shares; 2025Q4: 19,359 shares; 2026Q1: 16,754 shares; 2026Q2: 16,612 shares 16,612 $4.25M 0.03% -142 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 4,083 shares; 2025Q1: 4,508 shares; 2025Q2: 6,856 shares; 2025Q3: 7,196 shares; 2025Q4: 7,435 shares; 2026Q1: 6,741 shares; 2026Q2: 11,242 shares 11,242 $4.23M 0.03% +4,501 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,889 shares; 2024Q4: 2,853 shares; 2025Q1: 3,204 shares; 2025Q2: 7,498 shares; 2025Q3: 16,540 shares; 2025Q4: 22,782 shares; 2026Q1: 25,669 shares; 2026Q2: 25,689 shares 25,689 $4.23M 0.03% +20 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,770 shares; 2024Q4: 24,334 shares; 2025Q1: 25,621 shares; 2025Q2: 26,335 shares; 2025Q3: 24,232 shares; 2025Q4: 23,988 shares; 2026Q1: 19,328 shares; 2026Q2: 17,738 shares 17,738 $4.22M 0.03% -1,590 Timeline XDQQ 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: 18,532 shares; 2025Q2: 65,323 shares; 2025Q3: 75,127 shares; 2025Q4: 85,326 shares; 2026Q1: 87,795 shares; 2026Q2: 103,529 shares 103,529 $4.22M 0.03% +15,734 Timeline EZU 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: 10,296 shares; 2025Q3: not reported; 2025Q4: 19,641 shares; 2026Q1: 37,708 shares; 2026Q2: 60,290 shares 60,290 $4.19M 0.03% +22,582 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,400 shares; 2024Q4: 66,122 shares; 2025Q1: 67,002 shares; 2025Q2: 81,211 shares; 2025Q3: 71,720 shares; 2025Q4: 90,255 shares; 2026Q1: 87,370 shares; 2026Q2: 314,554 shares 314,554 $4.18M 0.03% +227,184 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,739 shares; 2024Q4: 37,856 shares; 2025Q1: 39,690 shares; 2025Q2: 38,330 shares; 2025Q3: 33,764 shares; 2025Q4: 36,214 shares; 2026Q1: 32,642 shares; 2026Q2: 35,398 shares 35,398 $4.18M 0.03% +2,756 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,020 shares; 2024Q4: 32,449 shares; 2025Q1: 33,988 shares; 2025Q2: 37,806 shares; 2025Q3: 44,690 shares; 2025Q4: 34,969 shares; 2026Q1: 32,109 shares; 2026Q2: 30,374 shares 30,374 $4.17M 0.03% -1,735 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,067 shares; 2025Q4: 22,850 shares; 2026Q1: 30,073 shares; 2026Q2: 35,559 shares 35,559 $4.16M 0.03% +5,486 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,775 shares; 2024Q4: 41,247 shares; 2025Q1: 42,269 shares; 2025Q2: 54,670 shares; 2025Q3: 45,776 shares; 2025Q4: 48,461 shares; 2026Q1: 46,381 shares; 2026Q2: 47,751 shares 47,751 $4.15M 0.03% +1,370 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,035 shares; 2025Q2: 15,651 shares; 2025Q3: 16,622 shares; 2025Q4: 16,848 shares; 2026Q1: 25,297 shares; 2026Q2: 51,263 shares 51,263 $4.15M 0.03% +25,966 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,747 shares; 2024Q4: 38,825 shares; 2025Q1: 37,677 shares; 2025Q2: 40,921 shares; 2025Q3: 37,571 shares; 2025Q4: 31,716 shares; 2026Q1: 34,496 shares; 2026Q2: 33,725 shares 33,725 $4.15M 0.03% -771 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: 60,481 shares; 2024Q4: 61,897 shares; 2025Q1: 63,577 shares; 2025Q2: 62,948 shares; 2025Q3: 68,754 shares; 2025Q4: 78,060 shares; 2026Q1: 76,875 shares; 2026Q2: 87,443 shares 87,443 $4.15M 0.03% +10,568 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: 27,677 shares; 2024Q4: 30,076 shares; 2025Q1: 11,183 shares; 2025Q2: 26,999 shares; 2025Q3: 32,775 shares; 2025Q4: 62,412 shares; 2026Q1: 47,124 shares; 2026Q2: 37,552 shares 37,552 $4.14M 0.03% -9,572 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,805 shares; 2024Q4: 35,520 shares; 2025Q1: 39,800 shares; 2025Q2: 40,548 shares; 2025Q3: 41,660 shares; 2025Q4: 41,561 shares; 2026Q1: 39,118 shares; 2026Q2: 38,362 shares 38,362 $4.14M 0.03% -756 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,138 shares; 2024Q4: 247,429 shares; 2025Q1: 237,264 shares; 2025Q2: 257,051 shares; 2025Q3: 81,204 shares; 2025Q4: 112,986 shares; 2026Q1: 162,886 shares; 2026Q2: 164,793 shares 164,793 $4.13M 0.03% +1,907 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,888 shares; 2024Q4: 47,510 shares; 2025Q1: 48,475 shares; 2025Q2: 49,437 shares; 2025Q3: 49,519 shares; 2025Q4: 46,043 shares; 2026Q1: 58,461 shares; 2026Q2: 58,941 shares 58,941 $4.11M 0.03% +480 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: 49,590 shares; 2024Q4: 32,822 shares; 2025Q1: 21,237 shares; 2025Q2: 18,817 shares; 2025Q3: 12,954 shares; 2025Q4: 11,857 shares; 2026Q1: 12,282 shares; 2026Q2: 31,450 shares 31,450 $4.11M 0.03% +19,168 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,152 shares; 2024Q4: 4,055 shares; 2025Q1: 4,948 shares; 2025Q2: 10,718 shares; 2025Q3: 10,520 shares; 2025Q4: 10,241 shares; 2026Q1: 8,456 shares; 2026Q2: 7,782 shares 7,782 $4.1M 0.03% -674 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788 shares; 2024Q4: 742 shares; 2025Q1: 712 shares; 2025Q2: 549 shares; 2025Q3: 6,004 shares; 2025Q4: 3,438 shares; 2026Q1: 3,929 shares; 2026Q2: 3,010 shares 3,010 $4.1M 0.03% -919 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,017 shares; 2024Q4: 62,521 shares; 2025Q1: 62,157 shares; 2025Q2: 61,267 shares; 2025Q3: 53,671 shares; 2025Q4: 54,788 shares; 2026Q1: 52,182 shares; 2026Q2: 32,832 shares 32,832 $4.09M 0.03% -19,350 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,139 shares; 2024Q4: 18,695 shares; 2025Q1: 19,394 shares; 2025Q2: 19,809 shares; 2025Q3: 19,468 shares; 2025Q4: 17,321 shares; 2026Q1: 16,061 shares; 2026Q2: 16,877 shares 16,877 $4.08M 0.03% +816 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,567 shares; 2024Q4: 32,453 shares; 2025Q1: 32,134 shares; 2025Q2: 31,447 shares; 2025Q3: 32,624 shares; 2025Q4: 25,541 shares; 2026Q1: 26,335 shares; 2026Q2: 31,450 shares 31,450 $4.08M 0.03% +5,115 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,966 shares; 2025Q2: 9,050 shares; 2025Q3: 9,106 shares; 2025Q4: 15,829 shares; 2026Q1: 30,377 shares; 2026Q2: 50,759 shares 50,759 $4.07M 0.03% +20,382 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: 18,542 shares; 2024Q4: 19,117 shares; 2025Q1: 21,129 shares; 2025Q2: 27,886 shares; 2025Q3: 27,271 shares; 2025Q4: 28,159 shares; 2026Q1: 24,439 shares; 2026Q2: 24,008 shares 24,008 $4.06M 0.03% -431 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,691 shares; 2024Q4: 92,877 shares; 2025Q1: 83,312 shares; 2025Q2: 84,088 shares; 2025Q3: 65,912 shares; 2025Q4: 65,170 shares; 2026Q1: 43,809 shares; 2026Q2: 35,483 shares 35,483 $4.05M 0.03% -8,326 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: 54,519 shares; 2024Q4: 136,357 shares; 2025Q1: 139,644 shares; 2025Q2: 150,274 shares; 2025Q3: 166,920 shares; 2025Q4: 167,165 shares; 2026Q1: 140,656 shares; 2026Q2: 146,130 shares 146,130 $4.05M 0.03% +5,474 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,528 shares; 2024Q4: 12,337 shares; 2025Q1: 14,363 shares; 2025Q2: 16,525 shares; 2025Q3: 16,267 shares; 2025Q4: 15,612 shares; 2026Q1: 14,186 shares; 2026Q2: 15,151 shares 15,151 $4.02M 0.03% +965 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: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares; 2026Q2: 55,000 shares 55,000 $4.01M 0.03% 0 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: 28,777 shares; 2024Q4: 30,043 shares; 2025Q1: 31,831 shares; 2025Q2: 40,393 shares; 2025Q3: 48,980 shares; 2025Q4: 50,490 shares; 2026Q1: 46,868 shares; 2026Q2: 49,761 shares 49,761 $3.99M 0.03% +2,893 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,354 shares; 2024Q4: 11,021 shares; 2025Q1: 10,270 shares; 2025Q2: 96,592 shares; 2025Q3: 95,303 shares; 2025Q4: 69,996 shares; 2026Q1: 51,300 shares; 2026Q2: 55,441 shares 55,441 $3.98M 0.03% +4,141 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,508 shares; 2024Q4: 142,577 shares; 2025Q1: 123,729 shares; 2025Q2: 116,889 shares; 2025Q3: 111,817 shares; 2025Q4: 88,214 shares; 2026Q1: 77,965 shares; 2026Q2: 73,502 shares 73,502 $3.97M 0.03% -4,463 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,285 shares; 2024Q4: 112,367 shares; 2025Q1: 97,811 shares; 2025Q2: 89,105 shares; 2025Q3: 79,518 shares; 2025Q4: 80,163 shares; 2026Q1: 76,618 shares; 2026Q2: 146,629 shares 146,629 $3.97M 0.03% +70,011 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,404 shares; 2024Q4: 47,078 shares; 2025Q1: 49,151 shares; 2025Q2: 53,698 shares; 2025Q3: 42,803 shares; 2025Q4: 42,748 shares; 2026Q1: 61,398 shares; 2026Q2: 62,902 shares 62,902 $3.96M 0.03% +1,504 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: 10,711 shares; 2024Q4: 10,614 shares; 2025Q1: 8,522 shares; 2025Q2: 10,022 shares; 2025Q3: 19,295 shares; 2025Q4: 23,373 shares; 2026Q1: 20,657 shares; 2026Q2: 20,934 shares 20,934 $3.94M 0.03% +277 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,357 shares; 2024Q4: 118,549 shares; 2025Q1: 105,129 shares; 2025Q2: 134,938 shares; 2025Q3: 141,343 shares; 2025Q4: 145,491 shares; 2026Q1: 126,943 shares; 2026Q2: 135,617 shares 135,617 $3.94M 0.03% +8,674 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; 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: 52,992 shares; 2026Q2: 54,143 shares 54,143 $3.92M 0.03% +1,151 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: 58,480 shares; 2024Q4: 55,297 shares; 2025Q1: 50,517 shares; 2025Q2: 54,434 shares; 2025Q3: 51,293 shares; 2025Q4: 112,187 shares; 2026Q1: 34,464 shares; 2026Q2: 20,500 shares 20,500 $3.91M 0.03% -13,964 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,932 shares; 2024Q4: 38,933 shares; 2025Q1: 31,872 shares; 2025Q2: 33,111 shares; 2025Q3: 39,621 shares; 2025Q4: 42,962 shares; 2026Q1: 40,383 shares; 2026Q2: 40,315 shares 40,315 $3.87M 0.03% -68 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,101 shares; 2024Q4: 21,627 shares; 2025Q1: 21,330 shares; 2025Q2: 21,777 shares; 2025Q3: 19,245 shares; 2025Q4: 19,526 shares; 2026Q1: 19,184 shares; 2026Q2: 17,780 shares 17,780 $3.85M 0.03% -1,404 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 4,698 shares; 2025Q1: 3,125 shares; 2025Q2: 10,327 shares; 2025Q3: 14,775 shares; 2025Q4: 12,429 shares; 2026Q1: 10,562 shares; 2026Q2: 9,979 shares 9,979 $3.85M 0.03% -583 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,715 shares; 2024Q4: 41,121 shares; 2025Q1: 42,997 shares; 2025Q2: 43,666 shares; 2025Q3: 42,909 shares; 2025Q4: 41,299 shares; 2026Q1: 30,833 shares; 2026Q2: 24,122 shares 24,122 $3.83M 0.03% -6,711 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,361 shares; 2024Q4: 14,834 shares; 2025Q1: 13,136 shares; 2025Q2: 21,683 shares; 2025Q3: 21,347 shares; 2025Q4: 22,162 shares; 2026Q1: 21,675 shares; 2026Q2: 27,149 shares 27,149 $3.81M 0.03% +5,474 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: 2,319 shares; 2024Q4: 4,195 shares; 2025Q1: 4,087 shares; 2025Q2: 4,414 shares; 2025Q3: 3,944 shares; 2025Q4: 4,894 shares; 2026Q1: 5,217 shares; 2026Q2: 8,811 shares 8,811 $3.8M 0.03% +3,594 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,294 shares; 2024Q4: 25,398 shares; 2025Q1: 26,086 shares; 2025Q2: 35,018 shares; 2025Q3: 35,047 shares; 2025Q4: 28,643 shares; 2026Q1: 28,465 shares; 2026Q2: 27,354 shares 27,354 $3.8M 0.03% -1,111 Timeline ACIO 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: 28,036 shares; 2024Q4: 121,495 shares; 2025Q1: 99,104 shares; 2025Q2: 109,865 shares; 2025Q3: 104,233 shares; 2025Q4: 100,972 shares; 2026Q1: 88,189 shares; 2026Q2: 82,333 shares 82,333 $3.8M 0.03% -5,856 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,417 shares; 2025Q2: 107,738 shares; 2025Q3: 108,382 shares; 2025Q4: 107,448 shares; 2026Q1: 91,129 shares; 2026Q2: 82,225 shares 82,225 $3.79M 0.03% -8,904 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,790 shares; 2024Q4: 6,765 shares; 2025Q1: 9,898 shares; 2025Q2: 16,250 shares; 2025Q3: 17,619 shares; 2025Q4: 34,683 shares; 2026Q1: 21,459 shares; 2026Q2: 23,143 shares 23,143 $3.78M 0.03% +1,684 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,087 shares; 2024Q4: 27,762 shares; 2025Q1: 38,735 shares; 2025Q2: 41,817 shares; 2025Q3: 36,693 shares; 2025Q4: 36,586 shares; 2026Q1: 34,641 shares; 2026Q2: 35,467 shares 35,467 $3.78M 0.03% +826 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,917 shares; 2024Q4: 21,564 shares; 2025Q1: 26,676 shares; 2025Q2: 28,127 shares; 2025Q3: 31,253 shares; 2025Q4: 25,404 shares; 2026Q1: 23,256 shares; 2026Q2: 22,530 shares 22,530 $3.78M 0.03% -726 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 50,407 shares; 2026Q2: 161,288 shares 161,288 $3.77M 0.03% +110,881 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,601 shares; 2024Q4: 81,423 shares; 2025Q1: 60,343 shares; 2025Q2: 67,241 shares; 2025Q3: 69,791 shares; 2025Q4: 72,569 shares; 2026Q1: 48,548 shares; 2026Q2: 58,871 shares 58,871 $3.72M 0.03% +10,323 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: 193,952 shares; 2024Q4: 190,456 shares; 2025Q1: 141,961 shares; 2025Q2: 142,597 shares; 2025Q3: 120,717 shares; 2025Q4: 80,456 shares; 2026Q1: 69,196 shares; 2026Q2: 42,959 shares 42,959 $3.72M 0.03% -26,237 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,492 shares; 2024Q4: 128,413 shares; 2025Q1: 113,826 shares; 2025Q2: 112,315 shares; 2025Q3: 126,312 shares; 2025Q4: 98,177 shares; 2026Q1: 92,878 shares; 2026Q2: 94,274 shares 94,274 $3.72M 0.03% +1,396 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,478 shares; 2025Q3: 117,671 shares; 2025Q4: 114,133 shares; 2026Q1: 116,711 shares; 2026Q2: 113,818 shares 113,818 $3.72M 0.03% -2,893 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,146 shares; 2024Q4: 7,983 shares; 2025Q1: 8,353 shares; 2025Q2: 8,447 shares; 2025Q3: 8,396 shares; 2025Q4: 8,060 shares; 2026Q1: 7,581 shares; 2026Q2: 7,105 shares 7,105 $3.72M 0.03% -476 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: 97,241 shares; 2024Q4: 99,943 shares; 2025Q1: 97,860 shares; 2025Q2: 111,683 shares; 2025Q3: 95,589 shares; 2025Q4: 123,295 shares; 2026Q1: 83,891 shares; 2026Q2: 74,521 shares 74,521 $3.71M 0.03% -9,370 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,395 shares; 2024Q4: 23,158 shares; 2025Q1: 22,377 shares; 2025Q2: 32,865 shares; 2025Q3: 36,842 shares; 2025Q4: 157,580 shares; 2026Q1: 163,906 shares; 2026Q2: 180,120 shares 180,120 $3.71M 0.03% +16,214 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,048 shares; 2024Q4: 155,598 shares; 2025Q1: 153,310 shares; 2025Q2: 111,030 shares; 2025Q3: 109,130 shares; 2025Q4: 107,651 shares; 2026Q1: 92,734 shares; 2026Q2: 76,890 shares 76,890 $3.7M 0.03% -15,844 Timeline