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; 2023Q2: 17,806,109 shares; 2023Q3: 18,328,629 shares; 2023Q4: 18,248,717 shares; 2024Q1: 18,240,123 shares; 2024Q2: 18,067,696 shares; 2024Q3: 17,810,858 shares; 2024Q4: 17,914,318 shares; 2025Q1: 17,670,190 shares 17,670,190 $902M 8.84% -244,128 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 705,530 shares; 2023Q3: 519,823 shares; 2023Q4: not reported; 2024Q1: 566,533 shares; 2024Q2: 534,354 shares; 2024Q3: 430,921 shares; 2024Q4: 260,183 shares; 2025Q1: 544,079 shares 544,079 $306M 3% +283,896 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; 2023Q2: 7,089,677 shares; 2023Q3: 8,276,241 shares; 2023Q4: 10,788,695 shares; 2024Q1: 12,234,052 shares; 2024Q2: 13,230,811 shares; 2024Q3: 13,845,565 shares; 2024Q4: 14,845,825 shares; 2025Q1: 15,577,139 shares 15,577,139 $214M 2.1% +731,314 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 524,303 shares; 2023Q3: 799,459 shares; 2023Q4: 783,259 shares; 2024Q1: 745,992 shares; 2024Q2: 826,808 shares; 2024Q3: 884,492 shares; 2024Q4: 53,905 shares; 2025Q1: 959,240 shares 959,240 $213M 2.09% +905,335 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 406,862 shares; 2023Q3: 398,408 shares; 2023Q4: 403,814 shares; 2024Q1: 406,172 shares; 2024Q2: 412,723 shares; 2024Q3: 407,361 shares; 2024Q4: 66,625 shares; 2025Q1: 435,876 shares 435,876 $164M 1.6% +369,251 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; 2023Q2: 747,501 shares; 2023Q3: 661,681 shares; 2023Q4: 632,939 shares; 2024Q1: 588,828 shares; 2024Q2: 557,665 shares; 2024Q3: 532,612 shares; 2024Q4: 511,190 shares; 2025Q1: 525,477 shares 525,477 $144M 1.42% +14,287 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 79,030 shares; 2023Q3: 89,464 shares; 2023Q4: 97,258 shares; 2024Q1: 88,374 shares; 2024Q2: 946,585 shares; 2024Q3: 994,069 shares; 2024Q4: 1,046,469 shares; 2025Q1: 1,155,912 shares 1,155,912 $125M 1.23% +109,443 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; 2023Q2: 1,931,664 shares; 2023Q3: 1,902,618 shares; 2023Q4: 1,880,088 shares; 2024Q1: 1,902,230 shares; 2024Q2: 1,966,292 shares; 2024Q3: 1,969,910 shares; 2024Q4: 2,024,721 shares; 2025Q1: 2,232,569 shares 2,232,569 $113M 1.11% +207,848 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; 2023Q2: 575,189 shares; 2023Q3: 551,770 shares; 2023Q4: 548,359 shares; 2024Q1: 558,854 shares; 2024Q2: 559,614 shares; 2024Q3: 550,447 shares; 2024Q4: 15,370 shares; 2025Q1: 578,758 shares 578,758 $110M 1.08% +563,388 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,251,361 shares 4,251,361 $106M 1.04% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 348,437 shares; 2023Q3: 344,478 shares; 2023Q4: 365,283 shares; 2024Q1: 313,954 shares; 2024Q2: 294,532 shares; 2024Q3: 291,645 shares; 2024Q4: 291,394 shares; 2025Q1: 275,977 shares 275,977 $99.7M 0.98% -15,417 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; 2023Q2: 269,797 shares; 2023Q3: 265,703 shares; 2023Q4: 255,027 shares; 2024Q1: 252,890 shares; 2024Q2: 260,953 shares; 2024Q3: 247,715 shares; 2024Q4: 247,346 shares; 2025Q1: 252,846 shares 252,846 $93.8M 0.92% +5,500 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; 2023Q2: 467,712 shares; 2023Q3: 450,393 shares; 2023Q4: 446,402 shares; 2024Q1: 448,947 shares; 2024Q2: 471,406 shares; 2024Q3: 451,588 shares; 2024Q4: 461,210 shares; 2025Q1: 502,843 shares 502,843 $86.9M 0.85% +41,633 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; 2023Q2: 88,314 shares; 2023Q3: 87,127 shares; 2023Q4: 85,311 shares; 2024Q1: 83,224 shares; 2024Q2: 85,853 shares; 2024Q3: 109,354 shares; 2024Q4: 150,406 shares; 2025Q1: 153,937 shares 153,937 $79.1M 0.78% +3,531 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 627,119 shares; 2023Q3: 691,003 shares; 2023Q4: 783,839 shares; 2024Q1: 681,933 shares; 2024Q2: 646,790 shares; 2024Q3: 1,020,727 shares; 2024Q4: 706,375 shares; 2025Q1: 735,175 shares 735,175 $72.7M 0.71% +28,800 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; 2023Q2: 128,633 shares; 2023Q3: 128,031 shares; 2023Q4: 130,599 shares; 2024Q1: 124,439 shares; 2024Q2: 120,945 shares; 2024Q3: 128,368 shares; 2024Q4: 132,498 shares; 2025Q1: 129,009 shares 129,009 $72.2M 0.71% -3,489 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 894,071 shares 894,071 $69.2M 0.68% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,440,904 shares; 2023Q3: 1,242,089 shares; 2023Q4: 1,192,161 shares; 2024Q1: 1,115,435 shares; 2024Q2: 1,071,358 shares; 2024Q3: 1,042,472 shares; 2024Q4: 981,611 shares; 2025Q1: 986,344 shares 986,344 $68.9M 0.67% +4,733 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 573,576 shares; 2024Q2: 734,257 shares; 2024Q3: 716,117 shares; 2024Q4: 476,417 shares; 2025Q1: 712,550 shares 712,550 $65.9M 0.65% +236,133 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; 2023Q2: 60,990 shares; 2023Q3: 58,843 shares; 2023Q4: 63,675 shares; 2024Q1: 65,556 shares; 2024Q2: 92,083 shares; 2024Q3: 94,574 shares; 2024Q4: 103,435 shares; 2025Q1: 114,039 shares 114,039 $65.7M 0.64% +10,604 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 535,063 shares; 2023Q3: 525,889 shares; 2023Q4: 544,298 shares; 2024Q1: 552,663 shares; 2024Q2: 637,583 shares; 2024Q3: 653,865 shares; 2024Q4: 726,230 shares; 2025Q1: 566,331 shares 566,331 $59.7M 0.59% -159,899 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 221,012 shares; 2023Q3: 210,245 shares; 2023Q4: 200,579 shares; 2024Q1: 193,810 shares; 2024Q2: 186,419 shares; 2024Q3: 174,886 shares; 2024Q4: 167,335 shares; 2025Q1: 164,489 shares 164,489 $57.6M 0.57% -2,846 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; 2023Q2: 100,907 shares; 2023Q3: 98,893 shares; 2023Q4: 94,747 shares; 2024Q1: 92,166 shares; 2024Q2: 90,058 shares; 2024Q3: 94,650 shares; 2024Q4: 99,589 shares; 2025Q1: 104,638 shares 104,638 $55.7M 0.55% +5,049 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 429,326 shares; 2023Q3: 352,380 shares; 2023Q4: 336,090 shares; 2024Q1: 493,866 shares; 2024Q2: 474,153 shares; 2024Q3: 456,349 shares; 2024Q4: 448,251 shares; 2025Q1: 453,892 shares 453,892 $55.4M 0.54% +5,641 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; 2023Q2: 12,045 shares; 2023Q3: 99,632 shares; 2023Q4: 89,743 shares; 2024Q1: 89,098 shares; 2024Q2: 85,272 shares; 2024Q3: 91,619 shares; 2024Q4: 111,377 shares; 2025Q1: 115,250 shares 115,250 $54M 0.53% +3,873 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 324,513 shares; 2023Q3: 306,715 shares; 2023Q4: 315,364 shares; 2024Q1: 321,534 shares; 2024Q2: 328,500 shares; 2024Q3: 319,991 shares; 2024Q4: 13,691 shares; 2025Q1: 349,158 shares 349,158 $54M 0.53% +335,467 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 173,749 shares; 2023Q3: 173,915 shares; 2023Q4: 166,600 shares; 2024Q1: 505,315 shares; 2024Q2: 541,654 shares; 2024Q3: 548,425 shares; 2024Q4: 578,794 shares; 2025Q1: 614,565 shares 614,565 $54M 0.53% +35,771 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 683,997 shares; 2023Q3: 751,948 shares; 2023Q4: 1,080,359 shares; 2024Q1: 1,242,228 shares; 2024Q2: 1,260,334 shares; 2024Q3: 1,482,805 shares; 2024Q4: 1,627,982 shares; 2025Q1: 1,764,212 shares 1,764,212 $53.3M 0.52% +136,230 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; 2023Q2: 3,038,216 shares; 2023Q3: 1,566,072 shares; 2023Q4: 1,698,035 shares; 2024Q1: 1,483,043 shares; 2024Q2: 1,611,053 shares; 2024Q3: 1,506,277 shares; 2024Q4: 1,501,341 shares; 2025Q1: 1,428,631 shares 1,428,631 $51.6M 0.51% -72,710 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; 2023Q2: 259,918 shares; 2023Q3: 241,099 shares; 2023Q4: 224,517 shares; 2024Q1: 216,425 shares; 2024Q2: 198,939 shares; 2024Q3: 197,642 shares; 2024Q4: 197,706 shares; 2025Q1: 202,125 shares 202,125 $49.6M 0.49% +4,419 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; 2023Q2: 1,682,321 shares; 2023Q3: 841,490 shares; 2023Q4: 778,197 shares; 2024Q1: 573,954 shares; 2024Q2: 539,355 shares; 2024Q3: 500,071 shares; 2024Q4: 450,095 shares; 2025Q1: 442,542 shares 442,542 $48.7M 0.48% -7,553 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; 2023Q2: 873,001 shares; 2023Q3: 836,017 shares; 2023Q4: 834,572 shares; 2024Q1: 826,907 shares; 2024Q2: 861,993 shares; 2024Q3: 838,792 shares; 2024Q4: 863,712 shares; 2025Q1: 1,029,957 shares 1,029,957 $46.6M 0.46% +166,245 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; 2023Q2: 462,526 shares; 2023Q3: 839,954 shares; 2023Q4: 880,805 shares; 2024Q1: 935,870 shares; 2024Q2: 1,067,729 shares; 2024Q3: 1,196,549 shares; 2024Q4: 1,294,400 shares; 2025Q1: 1,463,258 shares 1,463,258 $46.3M 0.45% +168,858 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; 2023Q2: 90,295 shares; 2023Q3: 91,263 shares; 2023Q4: 91,725 shares; 2024Q1: 93,229 shares; 2024Q2: 95,355 shares; 2024Q3: 89,767 shares; 2024Q4: 86,906 shares; 2025Q1: 88,073 shares 88,073 $46.1M 0.45% +1,167 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 785,458 shares; 2024Q4: not reported; 2025Q1: 553,731 shares 553,731 $45.5M 0.45% new 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; 2023Q2: 2,243,289 shares; 2023Q3: 2,431,704 shares; 2023Q4: 3,238,853 shares; 2024Q1: 3,233,735 shares; 2024Q2: 3,183,421 shares; 2024Q3: 3,090,203 shares; 2024Q4: 2,524,351 shares; 2025Q1: 2,482,968 shares 2,482,968 $43.9M 0.43% -41,383 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 356,721 shares; 2023Q3: 333,884 shares; 2023Q4: 315,333 shares; 2024Q1: 315,437 shares; 2024Q2: 309,205 shares; 2024Q3: 301,709 shares; 2024Q4: 334,962 shares; 2025Q1: 278,284 shares 278,284 $43.5M 0.43% -56,678 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,662,813 shares 1,662,813 $43.3M 0.42% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,073 shares; 2023Q3: 16,631 shares; 2023Q4: 17,277 shares; 2024Q1: 17,556 shares; 2024Q2: 17,599 shares; 2024Q3: 196,032 shares; 2024Q4: 210,857 shares; 2025Q1: 233,980 shares 233,980 $39.2M 0.38% +23,123 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; 2023Q2: 33,113 shares; 2023Q3: 38,283 shares; 2023Q4: 36,785 shares; 2024Q1: 35,855 shares; 2024Q2: 37,426 shares; 2024Q3: 38,242 shares; 2024Q4: 43,569 shares; 2025Q1: 47,424 shares 47,424 $39.2M 0.38% +3,855 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; 2023Q2: 516,310 shares; 2023Q3: 517,988 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,914 shares; 2024Q4: 482,250 shares; 2025Q1: 489,216 shares 489,216 $37.5M 0.37% +6,966 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 528,133 shares; 2023Q3: 529,961 shares; 2023Q4: 578,127 shares; 2024Q1: 500,791 shares; 2024Q2: 487,972 shares; 2024Q3: 475,110 shares; 2024Q4: 656,791 shares; 2025Q1: 482,105 shares 482,105 $36.5M 0.36% -174,686 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; 2023Q2: 363,076 shares; 2023Q3: 479,296 shares; 2023Q4: 899,617 shares; 2024Q1: 983,742 shares; 2024Q2: 1,026,241 shares; 2024Q3: 992,725 shares; 2024Q4: 924,626 shares; 2025Q1: 661,120 shares 661,120 $36.2M 0.35% -263,506 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 54,315 shares; 2023Q3: 52,455 shares; 2023Q4: 52,448 shares; 2024Q1: 53,967 shares; 2024Q2: 56,443 shares; 2024Q3: 57,644 shares; 2024Q4: 59,941 shares; 2025Q1: 62,753 shares 62,753 $34.4M 0.34% +2,812 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 805,242 shares; 2023Q3: 662,448 shares; 2023Q4: 688,319 shares; 2024Q1: 530,244 shares; 2024Q2: 587,396 shares; 2024Q3: 539,410 shares; 2024Q4: 615,827 shares; 2025Q1: 636,353 shares 636,353 $34.3M 0.34% +20,526 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 712,814 shares; 2024Q1: 700,161 shares; 2024Q2: 697,950 shares; 2024Q3: 677,303 shares; 2024Q4: 662,997 shares; 2025Q1: 648,991 shares 648,991 $34.3M 0.34% -14,006 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; 2023Q2: 163,231 shares; 2023Q3: 148,220 shares; 2023Q4: 149,305 shares; 2024Q1: 166,158 shares; 2024Q2: 208,750 shares; 2024Q3: 235,002 shares; 2024Q4: 272,991 shares; 2025Q1: 286,710 shares 286,710 $34.1M 0.33% +13,719 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 249,139 shares; 2023Q3: 219,847 shares; 2023Q4: 199,916 shares; 2024Q1: 198,886 shares; 2024Q2: 196,226 shares; 2024Q3: 201,788 shares; 2024Q4: 199,113 shares; 2025Q1: 203,769 shares 203,769 $33.8M 0.33% +4,656 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,418 shares; 2024Q1: 335,339 shares; 2024Q2: 525,867 shares; 2024Q3: 487,564 shares; 2024Q4: 469,884 shares; 2025Q1: 557,208 shares 557,208 $33.5M 0.33% +87,324 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 648,640 shares 648,640 $32.4M 0.32% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 591,698 shares; 2024Q1: 503,370 shares; 2024Q2: 475,492 shares; 2024Q3: 707,805 shares; 2024Q4: 650,713 shares; 2025Q1: 623,808 shares 623,808 $32.3M 0.32% -26,905 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; 2023Q2: 196,516 shares; 2023Q3: 197,552 shares; 2023Q4: 186,059 shares; 2024Q1: 176,472 shares; 2024Q2: 180,429 shares; 2024Q3: 189,541 shares; 2024Q4: 193,451 shares; 2025Q1: 199,498 shares 199,498 $31.7M 0.31% +6,047 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; 2023Q2: 205,544 shares; 2023Q3: 182,958 shares; 2023Q4: 185,427 shares; 2024Q1: 183,943 shares; 2024Q2: 175,631 shares; 2024Q3: 172,552 shares; 2024Q4: 158,428 shares; 2025Q1: 154,351 shares 154,351 $31.1M 0.3% -4,077 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 150,980 shares; 2023Q3: 171,163 shares; 2023Q4: 178,289 shares; 2024Q1: 191,155 shares; 2024Q2: 222,868 shares; 2024Q3: 247,015 shares; 2024Q4: 272,004 shares; 2025Q1: 290,483 shares 290,483 $30.7M 0.3% +18,479 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 286,581 shares; 2023Q3: 286,418 shares; 2023Q4: 307,253 shares; 2024Q1: 260,086 shares; 2024Q2: 258,257 shares; 2024Q3: 267,498 shares; 2024Q4: 281,200 shares; 2025Q1: 261,079 shares 261,079 $30.7M 0.3% -20,121 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 117,287 shares; 2023Q3: 137,744 shares; 2023Q4: 126,291 shares; 2024Q1: 80,829 shares; 2024Q2: 135,901 shares; 2024Q3: 137,922 shares; 2024Q4: 142,883 shares; 2025Q1: 146,331 shares 146,331 $30.7M 0.3% +3,448 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; 2023Q2: 82,574 shares; 2023Q3: 78,098 shares; 2023Q4: not reported; 2024Q1: 80,223 shares; 2024Q2: 76,469 shares; 2024Q3: 78,071 shares; 2024Q4: 79,907 shares; 2025Q1: 81,547 shares 81,547 $29.9M 0.29% +1,640 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 60,026 shares; 2023Q3: 62,242 shares; 2023Q4: 53,693 shares; 2024Q1: 48,343 shares; 2024Q2: 40,460 shares; 2024Q3: 39,398 shares; 2024Q4: 32,995 shares; 2025Q1: 31,846 shares 31,846 $29.7M 0.29% -1,149 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; 2023Q2: 399,744 shares; 2023Q3: 302,279 shares; 2023Q4: 269,747 shares; 2024Q1: 279,037 shares; 2024Q2: 300,579 shares; 2024Q3: 299,321 shares; 2024Q4: 311,373 shares; 2025Q1: 375,726 shares 375,726 $29.4M 0.29% +64,353 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; 2023Q2: 469,649 shares; 2023Q3: 462,612 shares; 2023Q4: 450,551 shares; 2024Q1: 468,061 shares; 2024Q2: 487,224 shares; 2024Q3: 492,560 shares; 2024Q4: 496,507 shares; 2025Q1: 598,507 shares 598,507 $29.2M 0.29% +102,000 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 137,924 shares; 2023Q3: 138,111 shares; 2023Q4: 133,009 shares; 2024Q1: 133,046 shares; 2024Q2: 130,134 shares; 2024Q3: 128,583 shares; 2024Q4: 114,106 shares; 2025Q1: 112,309 shares 112,309 $28.7M 0.28% -1,797 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 238,928 shares; 2023Q3: 261,317 shares; 2023Q4: 301,701 shares; 2024Q1: 334,567 shares; 2024Q2: 347,529 shares; 2024Q3: 396,007 shares; 2024Q4: 428,823 shares; 2025Q1: 490,109 shares 490,109 $28.7M 0.28% +61,286 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 54,412 shares; 2023Q3: 66,189 shares; 2023Q4: 68,825 shares; 2024Q1: 77,359 shares; 2024Q2: 79,867 shares; 2024Q3: 82,018 shares; 2024Q4: 87,905 shares; 2025Q1: 109,226 shares 109,226 $28.3M 0.28% +21,321 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; 2023Q2: 119,470 shares; 2023Q3: 123,900 shares; 2023Q4: 124,858 shares; 2024Q1: 138,136 shares; 2024Q2: 146,989 shares; 2024Q3: 148,456 shares; 2024Q4: 155,390 shares; 2025Q1: 165,389 shares 165,389 $28.2M 0.28% +9,999 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; 2023Q2: 22,989 shares; 2023Q3: 20,882 shares; 2023Q4: 21,759 shares; 2024Q1: 20,800 shares; 2024Q2: 24,197 shares; 2024Q3: 23,289 shares; 2024Q4: 25,586 shares; 2025Q1: 29,555 shares 29,555 $28M 0.27% +3,969 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150,496 shares 1,150,496 $27.9M 0.27% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 355,917 shares; 2023Q3: 351,147 shares; 2023Q4: 303,209 shares; 2024Q1: 282,470 shares; 2024Q2: 254,505 shares; 2024Q3: 225,031 shares; 2024Q4: 201,857 shares; 2025Q1: 205,607 shares 205,607 $27.9M 0.27% +3,750 Timeline ABND 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; 2023Q2: 849,808 shares; 2023Q3: 463,858 shares; 2023Q4: 856,068 shares; 2024Q1: 738,553 shares; 2024Q2: 712,855 shares; 2024Q3: 674,363 shares; 2024Q4: 667,665 shares; 2025Q1: 634,557 shares 634,557 $27.8M 0.27% -33,108 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 739,215 shares; 2023Q3: 608,123 shares; 2023Q4: 591,457 shares; 2024Q1: 805,180 shares; 2024Q2: 821,302 shares; 2024Q3: 825,905 shares; 2024Q4: 577,372 shares; 2025Q1: 592,919 shares 592,919 $27.3M 0.27% +15,547 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; 2023Q2: 525,306 shares; 2023Q3: 526,455 shares; 2023Q4: 547,923 shares; 2024Q1: 526,339 shares; 2024Q2: 509,713 shares; 2024Q3: 500,044 shares; 2024Q4: 528,522 shares; 2025Q1: 581,926 shares 581,926 $26.9M 0.26% +53,404 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 113,662 shares; 2023Q3: 138,617 shares; 2023Q4: 137,531 shares; 2024Q1: 141,540 shares; 2024Q2: 138,598 shares; 2024Q3: 161,436 shares; 2024Q4: 180,117 shares; 2025Q1: 191,216 shares 191,216 $26.7M 0.26% +11,099 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,182,063 shares; 2023Q3: 1,161,165 shares; 2023Q4: 1,104,167 shares; 2024Q1: 1,059,744 shares; 2024Q2: 967,825 shares; 2024Q3: 916,266 shares; 2024Q4: 960,541 shares; 2025Q1: 839,351 shares 839,351 $26M 0.26% -121,190 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 89,182 shares; 2023Q3: 86,789 shares; 2023Q4: 78,588 shares; 2024Q1: 81,690 shares; 2024Q2: 75,673 shares; 2024Q3: 69,423 shares; 2024Q4: 64,042 shares; 2025Q1: 64,295 shares 64,295 $25.7M 0.25% +253 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 232,914 shares; 2023Q3: 256,271 shares; 2023Q4: 302,949 shares; 2024Q1: 351,902 shares; 2024Q2: 366,259 shares; 2024Q3: 423,477 shares; 2024Q4: 462,088 shares; 2025Q1: 523,778 shares 523,778 $25.3M 0.25% +61,690 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 271,100 shares; 2023Q3: 290,390 shares; 2023Q4: 282,966 shares; 2024Q1: 277,911 shares; 2024Q2: 277,867 shares; 2024Q3: 258,972 shares; 2024Q4: 270,267 shares; 2025Q1: 274,222 shares 274,222 $25.2M 0.25% +3,955 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 154,315 shares; 2023Q3: 138,454 shares; 2023Q4: not reported; 2024Q1: 163,463 shares; 2024Q2: 180,211 shares; 2024Q3: 164,140 shares; 2024Q4: 139,731 shares; 2025Q1: 148,236 shares 148,236 $24.8M 0.24% +8,505 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 344,395 shares; 2023Q3: 343,702 shares; 2023Q4: 333,475 shares; 2024Q1: 314,902 shares; 2024Q2: 307,652 shares; 2024Q3: 308,694 shares; 2024Q4: 289,851 shares; 2025Q1: 303,172 shares 303,172 $24.8M 0.24% +13,321 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,032 shares; 2023Q3: 72,569 shares; 2023Q4: 77,433 shares; 2024Q1: 166,785 shares; 2024Q2: 296,247 shares; 2024Q3: 282,751 shares; 2024Q4: 269,768 shares; 2025Q1: 264,132 shares 264,132 $24.5M 0.24% -5,636 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; 2023Q2: 651,549 shares; 2023Q3: 493,675 shares; 2023Q4: 480,115 shares; 2024Q1: 506,480 shares; 2024Q2: 559,269 shares; 2024Q3: 550,310 shares; 2024Q4: 609,152 shares; 2025Q1: 711,456 shares 711,456 $23.5M 0.23% +102,304 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; 2023Q2: 8,287 shares; 2023Q3: 333,349 shares; 2023Q4: 559,012 shares; 2024Q1: 560,309 shares; 2024Q2: 544,740 shares; 2024Q3: 604,439 shares; 2024Q4: 620,865 shares; 2025Q1: 658,288 shares 658,288 $23.5M 0.23% +37,423 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 224,251 shares; 2023Q3: 159,648 shares; 2023Q4: 154,626 shares; 2024Q1: 155,977 shares; 2024Q2: 164,380 shares; 2024Q3: 189,122 shares; 2024Q4: 130,256 shares; 2025Q1: 136,279 shares 136,279 $23.3M 0.23% +6,023 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 133,983 shares; 2023Q3: 125,021 shares; 2023Q4: 122,246 shares; 2024Q1: not reported; 2024Q2: 168,250 shares; 2024Q3: 188,697 shares; 2024Q4: 183,932 shares; 2025Q1: 174,717 shares 174,717 $23.2M 0.23% -9,215 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; 2023Q2: 216,358 shares; 2023Q3: 218,333 shares; 2023Q4: 204,812 shares; 2024Q1: 214,996 shares; 2024Q2: 232,089 shares; 2024Q3: 243,693 shares; 2024Q4: 243,704 shares; 2025Q1: 300,112 shares 300,112 $23M 0.23% +56,408 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; 2023Q2: 41,880 shares; 2023Q3: 43,264 shares; 2023Q4: 43,076 shares; 2024Q1: 78,062 shares; 2024Q2: 75,496 shares; 2024Q3: 102,708 shares; 2024Q4: 99,780 shares; 2025Q1: 98,407 shares 98,407 $22.8M 0.22% -1,373 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; 2023Q2: 166,088 shares; 2023Q3: 154,644 shares; 2023Q4: 149,459 shares; 2024Q1: 162,595 shares; 2024Q2: 171,700 shares; 2024Q3: 161,481 shares; 2024Q4: 8,941 shares; 2025Q1: 133,044 shares 133,044 $22.1M 0.22% +124,103 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 748,389 shares 748,389 $21.9M 0.21% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 417,239 shares; 2023Q3: 338,155 shares; 2023Q4: 302,801 shares; 2024Q1: 280,593 shares; 2024Q2: 241,322 shares; 2024Q3: 243,584 shares; 2024Q4: 252,172 shares; 2025Q1: 263,490 shares 263,490 $21.8M 0.21% +11,318 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 99,055 shares; 2023Q3: 98,305 shares; 2023Q4: 104,493 shares; 2024Q1: 113,105 shares; 2024Q2: 121,217 shares; 2024Q3: 124,184 shares; 2024Q4: 130,108 shares; 2025Q1: 142,039 shares 142,039 $21.3M 0.21% +11,931 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; 2023Q2: 92,665 shares; 2023Q3: 87,085 shares; 2023Q4: 84,125 shares; 2024Q1: 83,409 shares; 2024Q2: 89,084 shares; 2024Q3: 86,731 shares; 2024Q4: 93,885 shares; 2025Q1: 96,008 shares 96,008 $21.3M 0.21% +2,123 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 288,649 shares; 2023Q3: 264,275 shares; 2023Q4: 238,671 shares; 2024Q1: 184,940 shares; 2024Q2: 186,549 shares; 2024Q3: 187,050 shares; 2024Q4: 164,587 shares; 2025Q1: 177,791 shares 177,791 $21M 0.21% +13,204 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; 2023Q2: 478,678 shares; 2023Q3: 484,490 shares; 2023Q4: 441,787 shares; 2024Q1: 411,937 shares; 2024Q2: 407,889 shares; 2024Q3: 377,484 shares; 2024Q4: 970,256 shares; 2025Q1: 950,964 shares 950,964 $21M 0.21% -19,292 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; 2023Q2: 1,057,735 shares; 2023Q3: 1,053,899 shares; 2023Q4: 904,711 shares; 2024Q1: 899,628 shares; 2024Q2: 864,697 shares; 2024Q3: 839,351 shares; 2024Q4: 807,488 shares; 2025Q1: 900,439 shares 900,439 $20.9M 0.21% +92,951 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 103,603 shares; 2023Q3: 100,535 shares; 2023Q4: 97,920 shares; 2024Q1: 97,797 shares; 2024Q2: 100,063 shares; 2024Q3: 70,141 shares; 2024Q4: 60,713 shares; 2025Q1: 77,982 shares 77,982 $20.9M 0.21% +17,269 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; 2023Q2: 56,860 shares; 2023Q3: 54,224 shares; 2023Q4: 43,535 shares; 2024Q1: 46,897 shares; 2024Q2: 44,500 shares; 2024Q3: 43,024 shares; 2024Q4: 42,939 shares; 2025Q1: 42,017 shares 42,017 $20.9M 0.2% -922 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 251,706 shares; 2023Q3: 239,276 shares; 2023Q4: 243,570 shares; 2024Q1: 255,586 shares; 2024Q2: 256,155 shares; 2024Q3: 200,305 shares; 2024Q4: 148,463 shares; 2025Q1: 211,939 shares 211,939 $20.8M 0.2% +63,476 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; 2023Q2: 755,689 shares; 2023Q3: 820,421 shares; 2023Q4: 696,762 shares; 2024Q1: 680,921 shares; 2024Q2: 695,541 shares; 2024Q3: 717,370 shares; 2024Q4: 848,807 shares; 2025Q1: 945,357 shares 945,357 $20.8M 0.2% +96,550 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; 2023Q2: 236,488 shares; 2023Q3: 220,880 shares; 2023Q4: 212,121 shares; 2024Q1: 201,272 shares; 2024Q2: 166,759 shares; 2024Q3: 160,360 shares; 2024Q4: 269,650 shares; 2025Q1: 361,603 shares 361,603 $20.7M 0.2% +91,953 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 48,632 shares; 2023Q3: 45,338 shares; 2023Q4: 42,160 shares; 2024Q1: 39,634 shares; 2024Q2: 34,326 shares; 2024Q3: 32,531 shares; 2024Q4: 35,525 shares; 2025Q1: 33,523 shares 33,523 $20.6M 0.2% -2,002 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 93,643 shares; 2023Q3: 95,774 shares; 2023Q4: 96,084 shares; 2024Q1: 90,279 shares; 2024Q2: 86,031 shares; 2024Q3: 76,236 shares; 2024Q4: 72,907 shares; 2025Q1: 72,645 shares 72,645 $20.6M 0.2% -262 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,642 shares; 2023Q3: 7,201 shares; 2023Q4: 5,332 shares; 2024Q1: 55,147 shares; 2024Q2: 59,872 shares; 2024Q3: 65,568 shares; 2024Q4: 63,724 shares; 2025Q1: 107,850 shares 107,850 $20.6M 0.2% +44,126 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; 2023Q2: 58,856 shares; 2023Q3: 55,626 shares; 2023Q4: 51,866 shares; 2024Q1: 49,104 shares; 2024Q2: 46,146 shares; 2024Q3: 40,696 shares; 2024Q4: 39,690 shares; 2025Q1: 40,072 shares 40,072 $20.4M 0.2% +382 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; 2023Q2: 216,749 shares; 2023Q3: 209,561 shares; 2023Q4: 190,085 shares; 2024Q1: 197,014 shares; 2024Q2: 212,511 shares; 2024Q3: 229,449 shares; 2024Q4: 253,404 shares; 2025Q1: 273,927 shares 273,927 $19.6M 0.19% +20,523 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,008,613 shares; 2024Q2: 1,028,689 shares; 2024Q3: 963,599 shares; 2024Q4: 895,628 shares; 2025Q1: 883,426 shares 883,426 $19.5M 0.19% -12,202 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 356,936 shares; 2024Q2: 446,139 shares; 2024Q3: 433,569 shares; 2024Q4: 387,304 shares; 2025Q1: 398,572 shares 398,572 $19.4M 0.19% +11,268 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; 2023Q2: 94,722 shares; 2023Q3: 83,989 shares; 2023Q4: 83,495 shares; 2024Q1: 79,230 shares; 2024Q2: 74,065 shares; 2024Q3: 69,017 shares; 2024Q4: 62,521 shares; 2025Q1: 62,157 shares 62,157 $19.4M 0.19% -364 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 103,006 shares; 2023Q3: 214,911 shares; 2023Q4: 310,087 shares; 2024Q1: 299,806 shares; 2024Q2: 273,925 shares; 2024Q3: 269,665 shares; 2024Q4: 297,996 shares; 2025Q1: 277,254 shares 277,254 $19.3M 0.19% -20,742 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; 2023Q2: 139,068 shares; 2023Q3: 154,307 shares; 2023Q4: 161,360 shares; 2024Q1: 158,097 shares; 2024Q2: 159,795 shares; 2024Q3: 151,323 shares; 2024Q4: 153,264 shares; 2025Q1: 157,534 shares 157,534 $19.2M 0.19% +4,270 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; 2023Q2: 434,073 shares; 2023Q3: 396,862 shares; 2023Q4: 83,283 shares; 2024Q1: 325,733 shares; 2024Q2: 303,488 shares; 2024Q3: 307,526 shares; 2024Q4: 317,838 shares; 2025Q1: 307,067 shares 307,067 $18.9M 0.19% -10,771 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,603 shares; 2024Q3: 14,114 shares; 2024Q4: 59,601 shares; 2025Q1: 592,982 shares 592,982 $18.6M 0.18% +533,381 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; 2023Q2: 159,721 shares; 2023Q3: 148,873 shares; 2023Q4: 257,160 shares; 2024Q1: 193,784 shares; 2024Q2: 218,961 shares; 2024Q3: 219,807 shares; 2024Q4: 273,481 shares; 2025Q1: 273,770 shares 273,770 $18M 0.18% +289 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 111,613 shares; 2023Q3: 105,036 shares; 2023Q4: 420,067 shares; 2024Q1: 347,549 shares; 2024Q2: 325,760 shares; 2024Q3: 287,227 shares; 2024Q4: 260,443 shares; 2025Q1: 245,093 shares 245,093 $17.9M 0.18% -15,350 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; 2023Q2: 1,866,256 shares; 2023Q3: 995,544 shares; 2023Q4: 1,019,249 shares; 2024Q1: 890,527 shares; 2024Q2: 836,079 shares; 2024Q3: 782,463 shares; 2024Q4: 759,975 shares; 2025Q1: 719,205 shares 719,205 $17.7M 0.17% -40,770 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,773 shares; 2023Q3: 39,063 shares; 2023Q4: 35,504 shares; 2024Q1: 27,491 shares; 2024Q2: 28,407 shares; 2024Q3: 22,569 shares; 2024Q4: 18,789 shares; 2025Q1: 22,055 shares 22,055 $17.6M 0.17% +3,266 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 671,978 shares; 2023Q3: 588,584 shares; 2023Q4: 487,075 shares; 2024Q1: 558,568 shares; 2024Q2: 585,709 shares; 2024Q3: 552,718 shares; 2024Q4: 582,270 shares; 2025Q1: 668,445 shares 668,445 $16.9M 0.17% +86,175 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; 2023Q2: 111,184 shares; 2023Q3: 106,248 shares; 2023Q4: 101,340 shares; 2024Q1: 95,550 shares; 2024Q2: 85,741 shares; 2024Q3: 78,313 shares; 2024Q4: 67,517 shares; 2025Q1: 62,450 shares 62,450 $16.8M 0.16% -5,067 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 249,532 shares; 2023Q3: 411,042 shares; 2023Q4: 395,176 shares; 2024Q1: 304,137 shares; 2024Q2: 265,519 shares; 2024Q3: 268,676 shares; 2024Q4: 241,352 shares; 2025Q1: 241,682 shares 241,682 $16.6M 0.16% +330 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,274 shares; 2023Q3: 37,131 shares; 2023Q4: 37,225 shares; 2024Q1: 39,002 shares; 2024Q2: 44,297 shares; 2024Q3: 44,433 shares; 2024Q4: 48,309 shares; 2025Q1: 52,864 shares 52,864 $16.5M 0.16% +4,555 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; 2023Q2: 100,574 shares; 2023Q3: 95,090 shares; 2023Q4: 93,057 shares; 2024Q1: 82,175 shares; 2024Q2: 78,874 shares; 2024Q3: 74,527 shares; 2024Q4: 72,114 shares; 2025Q1: 70,551 shares 70,551 $16.5M 0.16% -1,563 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470,976 shares 470,976 $16.1M 0.16% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 395,967 shares; 2023Q3: 363,946 shares; 2023Q4: 208,709 shares; 2024Q1: 13,135 shares; 2024Q2: 10,266 shares; 2024Q3: 78,493 shares; 2024Q4: 117,961 shares; 2025Q1: 83,221 shares 83,221 $16.1M 0.16% -34,740 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 188,474 shares; 2023Q3: 180,287 shares; 2023Q4: 155,212 shares; 2024Q1: 149,625 shares; 2024Q2: 156,048 shares; 2024Q3: 162,663 shares; 2024Q4: 193,293 shares; 2025Q1: 218,282 shares 218,282 $16M 0.16% +24,989 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 65,853 shares; 2023Q3: 44,433 shares; 2023Q4: 45,935 shares; 2024Q1: 41,979 shares; 2024Q2: 42,974 shares; 2024Q3: 44,797 shares; 2024Q4: 285,167 shares; 2025Q1: 40,858 shares 40,858 $15.7M 0.15% -244,309 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; 2023Q2: 89,125 shares; 2023Q3: 93,854 shares; 2023Q4: not reported; 2024Q1: 92,335 shares; 2024Q2: 78,744 shares; 2024Q3: 70,650 shares; 2024Q4: 77,009 shares; 2025Q1: 74,914 shares 74,914 $15.4M 0.15% -2,095 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 85,399 shares; 2023Q3: 89,343 shares; 2023Q4: 151,343 shares; 2024Q1: 131,854 shares; 2024Q2: 129,823 shares; 2024Q3: 105,094 shares; 2024Q4: 108,267 shares; 2025Q1: 115,554 shares 115,554 $15.3M 0.15% +7,287 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 46,678 shares; 2023Q3: 46,235 shares; 2023Q4: 85,615 shares; 2024Q1: 48,723 shares; 2024Q2: 49,284 shares; 2024Q3: 53,033 shares; 2024Q4: 67,690 shares; 2025Q1: 49,809 shares 49,809 $15.3M 0.15% -17,881 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 84,018 shares; 2023Q3: 73,910 shares; 2023Q4: 160,814 shares; 2024Q1: 66,076 shares; 2024Q2: 56,657 shares; 2024Q3: 66,141 shares; 2024Q4: 107,341 shares; 2025Q1: 80,022 shares 80,022 $15.1M 0.15% -27,319 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; 2023Q2: 243,778 shares; 2023Q3: 202,028 shares; 2023Q4: 185,418 shares; 2024Q1: 226,109 shares; 2024Q2: 209,806 shares; 2024Q3: 201,430 shares; 2024Q4: 193,149 shares; 2025Q1: 190,526 shares 190,526 $15M 0.15% -2,623 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; 2023Q2: 64,013 shares; 2023Q3: 54,597 shares; 2023Q4: 48,584 shares; 2024Q1: 44,951 shares; 2024Q2: 42,290 shares; 2024Q3: 39,733 shares; 2024Q4: 44,991 shares; 2025Q1: 45,583 shares 45,583 $15M 0.15% +592 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 270,218 shares; 2023Q3: 340,554 shares; 2023Q4: not reported; 2024Q1: 236,767 shares; 2024Q2: 152,560 shares; 2024Q3: 307,805 shares; 2024Q4: 295,194 shares; 2025Q1: 252,143 shares 252,143 $14.9M 0.15% -43,051 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; 2023Q2: 76,600 shares; 2023Q3: 74,906 shares; 2023Q4: 65,191 shares; 2024Q1: 63,758 shares; 2024Q2: 63,702 shares; 2024Q3: 62,576 shares; 2024Q4: 64,511 shares; 2025Q1: 61,642 shares 61,642 $14.6M 0.14% -2,869 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; 2023Q2: 135,901 shares; 2023Q3: 134,199 shares; 2023Q4: 155,695 shares; 2024Q1: 154,690 shares; 2024Q2: 159,911 shares; 2024Q3: 178,887 shares; 2024Q4: 169,306 shares; 2025Q1: 204,647 shares 204,647 $14.4M 0.14% +35,341 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 952,353 shares; 2023Q3: 540,151 shares; 2023Q4: 642,442 shares; 2024Q1: 132,381 shares; 2024Q2: 133,074 shares; 2024Q3: 129,046 shares; 2024Q4: 132,780 shares; 2025Q1: 135,274 shares 135,274 $14.1M 0.14% +2,494 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 413,771 shares; 2024Q4: 436,825 shares; 2025Q1: 525,933 shares 525,933 $14.1M 0.14% +89,108 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; 2023Q2: 128,300 shares; 2023Q3: 113,822 shares; 2023Q4: 77,081 shares; 2024Q1: 78,922 shares; 2024Q2: 79,277 shares; 2024Q3: 80,501 shares; 2024Q4: 80,314 shares; 2025Q1: 78,416 shares 78,416 $14.1M 0.14% -1,898 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 135,435 shares; 2023Q3: 93,216 shares; 2023Q4: 100,510 shares; 2024Q1: 105,938 shares; 2024Q2: 110,767 shares; 2024Q3: 179,565 shares; 2024Q4: 117,847 shares; 2025Q1: 146,188 shares 146,188 $13.7M 0.13% +28,341 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 47,184 shares; 2023Q3: 47,172 shares; 2023Q4: 47,161 shares; 2024Q1: 47,141 shares; 2024Q2: 47,283 shares; 2024Q3: 47,473 shares; 2024Q4: 46,075 shares; 2025Q1: 47,624 shares 47,624 $13.6M 0.13% +1,549 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; 2023Q2: not reported; 2023Q3: 246,391 shares; 2023Q4: 279,438 shares; 2024Q1: 331,264 shares; 2024Q2: 350,706 shares; 2024Q3: 331,085 shares; 2024Q4: 356,871 shares; 2025Q1: 403,211 shares 403,211 $13.5M 0.13% +46,340 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; 2023Q2: 64,922 shares; 2023Q3: 60,225 shares; 2023Q4: 58,870 shares; 2024Q1: 57,017 shares; 2024Q2: 55,946 shares; 2024Q3: 53,253 shares; 2024Q4: 53,044 shares; 2025Q1: 55,104 shares 55,104 $13.4M 0.13% +2,060 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; 2023Q2: 124,634 shares; 2023Q3: 131,256 shares; 2023Q4: 123,969 shares; 2024Q1: 117,822 shares; 2024Q2: 109,721 shares; 2024Q3: 106,891 shares; 2024Q4: 102,428 shares; 2025Q1: 85,091 shares 85,091 $13.4M 0.13% -17,337 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 183,966 shares; 2023Q3: 157,016 shares; 2023Q4: 152,519 shares; 2024Q1: 142,908 shares; 2024Q2: 143,731 shares; 2024Q3: 130,241 shares; 2024Q4: 128,608 shares; 2025Q1: 126,195 shares 126,195 $13.3M 0.13% -2,413 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; 2023Q2: 122,545 shares; 2023Q3: 111,441 shares; 2023Q4: 215,778 shares; 2024Q1: 223,884 shares; 2024Q2: 236,270 shares; 2024Q3: 244,068 shares; 2024Q4: 235,522 shares; 2025Q1: 249,572 shares 249,572 $12.9M 0.13% +14,050 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; 2023Q2: 454,500 shares; 2023Q3: 317,301 shares; 2023Q4: 315,608 shares; 2024Q1: 328,199 shares; 2024Q2: 328,837 shares; 2024Q3: 311,401 shares; 2024Q4: 323,088 shares; 2025Q1: 450,893 shares 450,893 $12.8M 0.12% +127,805 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; 2023Q2: 20,787 shares; 2023Q3: 37,433 shares; 2023Q4: 38,045 shares; 2024Q1: 289,528 shares; 2024Q2: 295,669 shares; 2024Q3: 291,777 shares; 2024Q4: 235,156 shares; 2025Q1: 243,909 shares 243,909 $12.7M 0.12% +8,753 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,329 shares 13,329 $12.6M 0.12% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 577,625 shares; 2024Q1: 519,975 shares; 2024Q2: 487,816 shares; 2024Q3: 474,357 shares; 2024Q4: 453,676 shares; 2025Q1: 423,211 shares 423,211 $12.5M 0.12% -30,465 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 77,006 shares; 2024Q1: 153,456 shares; 2024Q2: 181,019 shares; 2024Q3: 218,702 shares; 2024Q4: 238,093 shares; 2025Q1: 226,930 shares 226,930 $12.5M 0.12% -11,163 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 63,893 shares; 2023Q3: 56,183 shares; 2023Q4: 56,526 shares; 2024Q1: 49,208 shares; 2024Q2: 46,008 shares; 2024Q3: 41,073 shares; 2024Q4: 425,336 shares; 2025Q1: 56,254 shares 56,254 $12.4M 0.12% -369,082 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 60,132 shares; 2023Q3: 64,995 shares; 2023Q4: 48,807 shares; 2024Q1: 224,265 shares; 2024Q2: 221,849 shares; 2024Q3: 234,287 shares; 2024Q4: 240,849 shares; 2025Q1: 211,422 shares 211,422 $12.3M 0.12% -29,427 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 159,465 shares; 2023Q3: 161,951 shares; 2023Q4: 20,902 shares; 2024Q1: 53,892 shares; 2024Q2: 216,860 shares; 2024Q3: 220,629 shares; 2024Q4: 238,762 shares; 2025Q1: 234,665 shares 234,665 $12.3M 0.12% -4,097 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; 2023Q2: 49,719 shares; 2023Q3: 45,745 shares; 2023Q4: 43,661 shares; 2024Q1: 44,457 shares; 2024Q2: 44,209 shares; 2024Q3: 27,718 shares; 2024Q4: 28,937 shares; 2025Q1: 69,857 shares 69,857 $12.3M 0.12% +40,920 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; 2023Q2: 76,196 shares; 2023Q3: 75,988 shares; 2023Q4: 79,339 shares; 2024Q1: 80,846 shares; 2024Q2: 83,896 shares; 2024Q3: 92,782 shares; 2024Q4: 156,181 shares; 2025Q1: 180,645 shares 180,645 $12.3M 0.12% +24,464 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 36,218 shares; 2023Q3: 34,241 shares; 2023Q4: 27,246 shares; 2024Q1: 28,887 shares; 2024Q2: 26,990 shares; 2024Q3: 26,169 shares; 2024Q4: 25,454 shares; 2025Q1: 26,280 shares 26,280 $12.2M 0.12% +826 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 81,016 shares; 2023Q3: 78,213 shares; 2023Q4: 58,941 shares; 2024Q1: 62,131 shares; 2024Q2: 66,623 shares; 2024Q3: 59,942 shares; 2024Q4: 52,684 shares; 2025Q1: 51,566 shares 51,566 $12M 0.12% -1,118 Timeline BBUS 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; 2023Q2: 82,957 shares; 2023Q3: 102,332 shares; 2023Q4: 101,121 shares; 2024Q1: 110,476 shares; 2024Q2: 120,041 shares; 2024Q3: 127,286 shares; 2024Q4: 129,874 shares; 2025Q1: 119,290 shares 119,290 $12M 0.12% -10,584 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,272 shares; 2023Q3: 22,765 shares; 2023Q4: 21,599 shares; 2024Q1: 20,442 shares; 2024Q2: 19,033 shares; 2024Q3: 20,141 shares; 2024Q4: 19,288 shares; 2025Q1: 17,879 shares 17,879 $12M 0.12% -1,409 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; 2023Q2: 31,515 shares; 2023Q3: 32,003 shares; 2023Q4: 19,689 shares; 2024Q1: 18,230 shares; 2024Q2: 24,587 shares; 2024Q3: 29,258 shares; 2024Q4: 120,604 shares; 2025Q1: 480,479 shares 480,479 $12M 0.12% +359,875 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; 2023Q2: 188,288 shares; 2023Q3: 185,023 shares; 2023Q4: 153,186 shares; 2024Q1: 162,159 shares; 2024Q2: 155,043 shares; 2024Q3: 204,208 shares; 2024Q4: 218,606 shares; 2025Q1: 213,953 shares 213,953 $12M 0.12% -4,653 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 63,667 shares; 2023Q3: 60,208 shares; 2023Q4: 59,658 shares; 2024Q1: 66,099 shares; 2024Q2: 61,704 shares; 2024Q3: 59,485 shares; 2024Q4: 64,932 shares; 2025Q1: 72,720 shares 72,720 $12M 0.12% +7,788 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 132,110 shares; 2024Q2: 2,150 shares; 2024Q3: 3,359 shares; 2024Q4: 491,189 shares; 2025Q1: 104,706 shares 104,706 $11.9M 0.12% -386,483 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; 2023Q2: 134,964 shares; 2023Q3: 145,137 shares; 2023Q4: 124,504 shares; 2024Q1: 134,897 shares; 2024Q2: 121,400 shares; 2024Q3: 122,065 shares; 2024Q4: 192,191 shares; 2025Q1: 151,304 shares 151,304 $11.8M 0.12% -40,887 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 145,398 shares; 2025Q1: 208,248 shares 208,248 $11.8M 0.12% +62,850 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 39,233 shares; 2023Q3: 38,469 shares; 2023Q4: 44,799 shares; 2024Q1: 38,738 shares; 2024Q2: 37,180 shares; 2024Q3: 38,394 shares; 2024Q4: 39,355 shares; 2025Q1: 39,088 shares 39,088 $11.8M 0.12% -267 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,349 shares; 2023Q3: 131,379 shares; 2023Q4: 86,684 shares; 2024Q1: 64,299 shares; 2024Q2: 70,036 shares; 2024Q3: 101,520 shares; 2024Q4: 113,050 shares; 2025Q1: 117,214 shares 117,214 $11.8M 0.12% +4,164 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 526,196 shares; 2024Q2: 529,066 shares; 2024Q3: 504,831 shares; 2024Q4: 483,602 shares; 2025Q1: 445,555 shares 445,555 $11.7M 0.12% -38,047 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; 2023Q2: 307,442 shares; 2023Q3: 288,650 shares; 2023Q4: 398,189 shares; 2024Q1: 312,510 shares; 2024Q2: 329,671 shares; 2024Q3: 314,583 shares; 2024Q4: 303,216 shares; 2025Q1: 318,848 shares 318,848 $11.6M 0.11% +15,632 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 56,001 shares; 2023Q3: 107,178 shares; 2023Q4: 112,752 shares; 2024Q1: 92,477 shares; 2024Q2: 136,087 shares; 2024Q3: 157,169 shares; 2024Q4: 160,900 shares; 2025Q1: 127,208 shares 127,208 $11.6M 0.11% -33,692 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; 2023Q2: 261,843 shares; 2023Q3: 187,751 shares; 2023Q4: 174,626 shares; 2024Q1: 173,421 shares; 2024Q2: 172,106 shares; 2024Q3: 167,395 shares; 2024Q4: 164,880 shares; 2025Q1: 125,939 shares 125,939 $11.3M 0.11% -38,941 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 174,494 shares; 2025Q1: 177,532 shares 177,532 $11.3M 0.11% +3,038 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 184,600 shares; 2023Q3: 132,077 shares; 2023Q4: 127,078 shares; 2024Q1: 121,818 shares; 2024Q2: 101,487 shares; 2024Q3: 479,666 shares; 2024Q4: 96,168 shares; 2025Q1: 92,885 shares 92,885 $11.3M 0.11% -3,283 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; 2023Q2: 128,439 shares; 2023Q3: 135,274 shares; 2023Q4: 127,386 shares; 2024Q1: 149,132 shares; 2024Q2: 142,939 shares; 2024Q3: 141,815 shares; 2024Q4: 135,524 shares; 2025Q1: 137,576 shares 137,576 $11.2M 0.11% +2,052 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; 2023Q2: 85,245 shares; 2023Q3: 110,797 shares; 2023Q4: 183,093 shares; 2024Q1: 228,853 shares; 2024Q2: 243,594 shares; 2024Q3: 230,094 shares; 2024Q4: 255,587 shares; 2025Q1: 303,089 shares 303,089 $11.2M 0.11% +47,502 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; 2023Q2: not reported; 2023Q3: 135,867 shares; 2023Q4: 133,124 shares; 2024Q1: 138,187 shares; 2024Q2: 147,204 shares; 2024Q3: 150,257 shares; 2024Q4: 170,943 shares; 2025Q1: 182,721 shares 182,721 $11.2M 0.11% +11,778 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 38,359 shares; 2024Q3: 83,771 shares; 2024Q4: 96,150 shares; 2025Q1: 110,155 shares 110,155 $11.1M 0.11% +14,005 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; 2023Q2: 217,757 shares; 2023Q3: 192,791 shares; 2023Q4: 185,028 shares; 2024Q1: 187,026 shares; 2024Q2: 202,953 shares; 2024Q3: 216,245 shares; 2024Q4: 268,328 shares; 2025Q1: 264,804 shares 264,804 $11.1M 0.11% -3,524 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 96,689 shares; 2023Q3: 127,107 shares; 2023Q4: 140,712 shares; 2024Q1: 145,941 shares; 2024Q2: 171,268 shares; 2024Q3: 165,939 shares; 2024Q4: 149,169 shares; 2025Q1: 149,497 shares 149,497 $11M 0.11% +328 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 70,201 shares; 2023Q3: 65,622 shares; 2023Q4: 72,297 shares; 2024Q1: 64,806 shares; 2024Q2: 60,933 shares; 2024Q3: 67,966 shares; 2024Q4: 129,641 shares; 2025Q1: 70,933 shares 70,933 $10.9M 0.11% -58,708 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,039 shares; 2023Q3: 5,190 shares; 2023Q4: 5,377 shares; 2024Q1: 5,378 shares; 2024Q2: 17,148 shares; 2024Q3: 26,272 shares; 2024Q4: 24,217 shares; 2025Q1: 25,399 shares 25,399 $10.9M 0.11% +1,182 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 36,455 shares; 2023Q3: 36,706 shares; 2023Q4: 35,052 shares; 2024Q1: 38,147 shares; 2024Q2: 44,288 shares; 2024Q3: 47,033 shares; 2024Q4: 48,788 shares; 2025Q1: 54,340 shares 54,340 $10.9M 0.11% +5,552 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 45,482 shares; 2023Q3: 62,362 shares; 2023Q4: 60,123 shares; 2024Q1: 57,653 shares; 2024Q2: 50,711 shares; 2024Q3: 46,834 shares; 2024Q4: 44,276 shares; 2025Q1: 40,499 shares 40,499 $10.9M 0.11% -3,777 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; 2023Q2: 88,064 shares; 2023Q3: 117,480 shares; 2023Q4: 128,739 shares; 2024Q1: 134,127 shares; 2024Q2: 139,034 shares; 2024Q3: 142,573 shares; 2024Q4: 154,601 shares; 2025Q1: 151,262 shares 151,262 $10.9M 0.11% -3,339 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; 2023Q2: 98,286 shares; 2023Q3: 94,406 shares; 2023Q4: 79,120 shares; 2024Q1: 91,644 shares; 2024Q2: 87,972 shares; 2024Q3: 83,877 shares; 2024Q4: 92,570 shares; 2025Q1: 98,233 shares 98,233 $10.8M 0.11% +5,663 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 87,867 shares; 2023Q3: 84,650 shares; 2023Q4: 81,647 shares; 2024Q1: 76,163 shares; 2024Q2: 52,081 shares; 2024Q3: 48,244 shares; 2024Q4: 22,166 shares; 2025Q1: 40,489 shares 40,489 $10.6M 0.1% +18,323 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 179,532 shares; 2023Q3: 316,692 shares; 2023Q4: 409,824 shares; 2024Q1: 256,833 shares; 2024Q2: 280,571 shares; 2024Q3: 215,038 shares; 2024Q4: 168,390 shares; 2025Q1: 207,944 shares 207,944 $10.5M 0.1% +39,554 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439,103 shares 439,103 $10.5M 0.1% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 199,268 shares; 2023Q3: 152,861 shares; 2023Q4: 140,783 shares; 2024Q1: 118,510 shares; 2024Q2: 181,100 shares; 2024Q3: 165,147 shares; 2024Q4: 208,908 shares; 2025Q1: 104,937 shares 104,937 $10.5M 0.1% -103,971 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; 2023Q2: 189,550 shares; 2023Q3: 121,028 shares; 2023Q4: 110,672 shares; 2024Q1: 132,802 shares; 2024Q2: 126,542 shares; 2024Q3: 146,148 shares; 2024Q4: 140,265 shares; 2025Q1: 132,934 shares 132,934 $10.5M 0.1% -7,331 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; 2023Q2: 106,844 shares; 2023Q3: 103,853 shares; 2023Q4: not reported; 2024Q1: 80,849 shares; 2024Q2: 77,881 shares; 2024Q3: 73,751 shares; 2024Q4: 57,230 shares; 2025Q1: 49,374 shares 49,374 $10.5M 0.1% -7,856 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; 2023Q2: 51,251 shares; 2023Q3: 53,236 shares; 2023Q4: 59,300 shares; 2024Q1: 64,790 shares; 2024Q2: 56,712 shares; 2024Q3: 58,480 shares; 2024Q4: 55,297 shares; 2025Q1: 50,517 shares 50,517 $10.4M 0.1% -4,780 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; 2023Q2: 76,671 shares; 2023Q3: 69,346 shares; 2023Q4: 65,514 shares; 2024Q1: 48,559 shares; 2024Q2: 47,491 shares; 2024Q3: 49,678 shares; 2024Q4: 54,663 shares; 2025Q1: 41,857 shares 41,857 $10.4M 0.1% -12,806 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; 2023Q2: 13,589 shares; 2023Q3: 15,903 shares; 2023Q4: 15,922 shares; 2024Q1: 15,977 shares; 2024Q2: 14,197 shares; 2024Q3: 15,915 shares; 2024Q4: 15,151 shares; 2025Q1: 15,702 shares 15,702 $10.4M 0.1% +551 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 436,095 shares 436,095 $10.4M 0.1% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 153,090 shares; 2023Q3: 142,740 shares; 2023Q4: 153,191 shares; 2024Q1: 171,335 shares; 2024Q2: 172,331 shares; 2024Q3: 183,334 shares; 2024Q4: 95,671 shares; 2025Q1: 99,191 shares 99,191 $10.3M 0.1% +3,520 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 89,261 shares; 2023Q3: 85,598 shares; 2023Q4: 80,641 shares; 2024Q1: 65,708 shares; 2024Q2: 60,124 shares; 2024Q3: 55,459 shares; 2024Q4: 52,638 shares; 2025Q1: 40,313 shares 40,313 $10.2M 0.1% -12,325 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; 2023Q2: 22,701 shares; 2023Q3: 21,726 shares; 2023Q4: 50,749 shares; 2024Q1: 48,725 shares; 2024Q2: 45,027 shares; 2024Q3: 43,857 shares; 2024Q4: 48,196 shares; 2025Q1: 50,279 shares 50,279 $10.1M 0.1% +2,083 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; 2023Q2: 287,508 shares; 2023Q3: 301,278 shares; 2023Q4: 295,889 shares; 2024Q1: 282,718 shares; 2024Q2: 295,400 shares; 2024Q3: 294,454 shares; 2024Q4: 304,311 shares; 2025Q1: 304,943 shares 304,943 $10.1M 0.1% +632 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; 2023Q2: 341,782 shares; 2023Q3: 295,876 shares; 2023Q4: 281,384 shares; 2024Q1: 271,881 shares; 2024Q2: 270,471 shares; 2024Q3: 165,524 shares; 2024Q4: 176,397 shares; 2025Q1: 222,904 shares 222,904 $10.1M 0.1% +46,507 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 59,784 shares; 2023Q4: 84,195 shares; 2024Q1: 94,815 shares; 2024Q2: 99,335 shares; 2024Q3: 95,247 shares; 2024Q4: 80,290 shares; 2025Q1: 114,667 shares 114,667 $10.1M 0.1% +34,377 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 111,802 shares; 2023Q3: 98,708 shares; 2023Q4: 93,505 shares; 2024Q1: 93,444 shares; 2024Q2: 92,164 shares; 2024Q3: 89,436 shares; 2024Q4: 88,497 shares; 2025Q1: 86,418 shares 86,418 $10.1M 0.1% -2,079 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,345 shares; 2023Q3: 8,667 shares; 2023Q4: 8,020 shares; 2024Q1: 8,118 shares; 2024Q2: 22,761 shares; 2024Q3: 23,973 shares; 2024Q4: 21,215 shares; 2025Q1: 23,924 shares 23,924 $10M 0.1% +2,709 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 305,758 shares; 2023Q3: 270,366 shares; 2023Q4: 266,205 shares; 2024Q1: 242,474 shares; 2024Q2: 241,162 shares; 2024Q3: 232,053 shares; 2024Q4: 206,499 shares; 2025Q1: 206,145 shares 206,145 $9.97M 0.1% -354 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; 2023Q2: 67,274 shares; 2023Q3: 193,979 shares; 2023Q4: 164,187 shares; 2024Q1: 216,650 shares; 2024Q2: 212,281 shares; 2024Q3: 193,952 shares; 2024Q4: 190,456 shares; 2025Q1: 141,961 shares 141,961 $9.97M 0.1% -48,495 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 162,812 shares; 2023Q3: 166,863 shares; 2023Q4: 136,043 shares; 2024Q1: 153,137 shares; 2024Q2: 197,045 shares; 2024Q3: 207,453 shares; 2024Q4: 203,580 shares; 2025Q1: 166,518 shares 166,518 $9.92M 0.1% -37,062 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; 2023Q2: 11,979 shares; 2023Q3: 10,935 shares; 2023Q4: 10,195 shares; 2024Q1: 12,875 shares; 2024Q2: 11,821 shares; 2024Q3: 21,215 shares; 2024Q4: 21,137 shares; 2025Q1: 22,798 shares 22,798 $9.9M 0.1% +1,661 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,927 shares; 2023Q3: 25,752 shares; 2023Q4: 29,285 shares; 2024Q1: 27,582 shares; 2024Q2: 28,670 shares; 2024Q3: 28,585 shares; 2024Q4: 28,014 shares; 2025Q1: 31,759 shares 31,759 $9.89M 0.1% +3,745 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; 2023Q2: 2,129 shares; 2023Q3: 2,123 shares; 2023Q4: 2,051 shares; 2024Q1: 2,132 shares; 2024Q2: 2,100 shares; 2024Q3: 2,125 shares; 2024Q4: 2,102 shares; 2025Q1: 2,138 shares 2,138 $9.85M 0.1% +36 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 83,111 shares; 2023Q3: 101,206 shares; 2023Q4: 91,227 shares; 2024Q1: 92,143 shares; 2024Q2: 89,014 shares; 2024Q3: 86,475 shares; 2024Q4: 82,531 shares; 2025Q1: 87,400 shares 87,400 $9.77M 0.1% +4,869 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 114,336 shares; 2024Q1: 130,157 shares; 2024Q2: 127,620 shares; 2024Q3: 147,312 shares; 2024Q4: 157,596 shares; 2025Q1: 169,149 shares 169,149 $9.69M 0.1% +11,553 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; 2023Q2: 62,007 shares; 2023Q3: 46,106 shares; 2023Q4: 44,501 shares; 2024Q1: 42,954 shares; 2024Q2: 40,201 shares; 2024Q3: 42,364 shares; 2024Q4: 41,198 shares; 2025Q1: 40,509 shares 40,509 $9.65M 0.09% -689 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; 2023Q2: 32,285 shares; 2023Q3: 32,162 shares; 2023Q4: 30,547 shares; 2024Q1: 34,161 shares; 2024Q2: 31,547 shares; 2024Q3: 30,895 shares; 2024Q4: 530,005 shares; 2025Q1: 32,681 shares 32,681 $9.64M 0.09% -497,324 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; 2023Q2: 110,956 shares; 2023Q3: 115,204 shares; 2023Q4: 106,321 shares; 2024Q1: 101,574 shares; 2024Q2: 98,653 shares; 2024Q3: 74,648 shares; 2024Q4: 77,073 shares; 2025Q1: 78,745 shares 78,745 $9.59M 0.09% +1,672 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 390,513 shares; 2023Q3: 197,509 shares; 2023Q4: 278,165 shares; 2024Q1: 264,578 shares; 2024Q2: 271,429 shares; 2024Q3: 278,033 shares; 2024Q4: 181,093 shares; 2025Q1: 192,270 shares 192,270 $9.56M 0.09% +11,177 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 110,442 shares; 2023Q3: 100,131 shares; 2023Q4: 97,483 shares; 2024Q1: 93,033 shares; 2024Q2: 171,758 shares; 2024Q3: 155,511 shares; 2024Q4: 157,430 shares; 2025Q1: 144,492 shares 144,492 $9.48M 0.09% -12,938 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; 2023Q2: 45,345 shares; 2023Q3: 30,592 shares; 2023Q4: 57,972 shares; 2024Q1: 198,805 shares; 2024Q2: 191,804 shares; 2024Q3: 186,265 shares; 2024Q4: 186,826 shares; 2025Q1: 184,614 shares 184,614 $9.45M 0.09% -2,212 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 267,133 shares; 2023Q3: 264,515 shares; 2023Q4: 240,428 shares; 2024Q1: 237,789 shares; 2024Q2: 232,725 shares; 2024Q3: 216,694 shares; 2024Q4: 209,120 shares; 2025Q1: 187,000 shares 187,000 $9.43M 0.09% -22,120 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 367,208 shares; 2023Q3: 360,936 shares; 2023Q4: 336,322 shares; 2024Q1: 408,858 shares; 2024Q2: 395,314 shares; 2024Q3: 389,178 shares; 2024Q4: 376,467 shares; 2025Q1: 342,903 shares 342,903 $9.39M 0.09% -33,564 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; 2023Q2: 195,145 shares; 2023Q3: 178,835 shares; 2023Q4: 162,115 shares; 2024Q1: 148,025 shares; 2024Q2: 139,975 shares; 2024Q3: 137,458 shares; 2024Q4: 144,956 shares; 2025Q1: 156,357 shares 156,357 $9.38M 0.09% +11,401 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; 2023Q2: 138,599 shares; 2023Q3: 115,745 shares; 2023Q4: 141,450 shares; 2024Q1: 162,567 shares; 2024Q2: 105,483 shares; 2024Q3: 114,228 shares; 2024Q4: 109,105 shares; 2025Q1: 106,138 shares 106,138 $9.25M 0.09% -2,967 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; 2023Q2: 170,490 shares; 2023Q3: 124,632 shares; 2023Q4: 125,719 shares; 2024Q1: 126,037 shares; 2024Q2: 126,266 shares; 2024Q3: 125,955 shares; 2024Q4: 130,528 shares; 2025Q1: 125,641 shares 125,641 $9.25M 0.09% -4,887 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; 2023Q2: 2,660 shares; 2023Q3: 5,197 shares; 2023Q4: 1,069 shares; 2024Q1: 3,807 shares; 2024Q2: 3,674 shares; 2024Q3: 4,135 shares; 2024Q4: 2,932 shares; 2025Q1: 42,253 shares 42,253 $9.25M 0.09% +39,321 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150,534 shares; 2024Q2: 3,747 shares; 2024Q3: 74,022 shares; 2024Q4: 97,196 shares; 2025Q1: 100,983 shares 100,983 $9.24M 0.09% +3,787 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; 2023Q2: 94,956 shares; 2023Q3: 86,837 shares; 2023Q4: 84,780 shares; 2024Q1: 85,519 shares; 2024Q2: 75,832 shares; 2024Q3: 77,288 shares; 2024Q4: 52,483 shares; 2025Q1: 92,204 shares 92,204 $9.1M 0.09% +39,721 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; 2023Q2: 149,291 shares; 2023Q3: 125,623 shares; 2023Q4: 123,883 shares; 2024Q1: 120,258 shares; 2024Q2: 103,049 shares; 2024Q3: 95,207 shares; 2024Q4: 124,920 shares; 2025Q1: 154,103 shares 154,103 $9.09M 0.09% +29,183 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,255 shares; 2024Q1: 3,851 shares; 2024Q2: 5,642 shares; 2024Q3: 8,555 shares; 2024Q4: 31,817 shares; 2025Q1: 42,760 shares 42,760 $9.04M 0.09% +10,943 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,917 shares; 2023Q3: 22,161 shares; 2023Q4: 22,735 shares; 2024Q1: 23,471 shares; 2024Q2: 26,197 shares; 2024Q3: 27,053 shares; 2024Q4: 26,573 shares; 2025Q1: 27,070 shares 27,070 $8.93M 0.09% +497 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,933 shares; 2023Q3: 13,925 shares; 2023Q4: 13,930 shares; 2024Q1: 13,100 shares; 2024Q2: 13,237 shares; 2024Q3: 14,592 shares; 2024Q4: 12,643 shares; 2025Q1: 13,065 shares 13,065 $8.88M 0.09% +422 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; 2023Q2: 26,375 shares; 2023Q3: 30,728 shares; 2023Q4: 30,986 shares; 2024Q1: 31,811 shares; 2024Q2: 29,774 shares; 2024Q3: 32,597 shares; 2024Q4: 30,621 shares; 2025Q1: 32,292 shares 32,292 $8.78M 0.09% +1,671 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 80,831 shares; 2023Q3: 82,293 shares; 2023Q4: 78,126 shares; 2024Q1: 60,327 shares; 2024Q2: 55,954 shares; 2024Q3: 63,379 shares; 2024Q4: 61,473 shares; 2025Q1: 75,846 shares 75,846 $8.77M 0.09% +14,373 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; 2023Q2: 40,796 shares; 2023Q3: 32,061 shares; 2023Q4: 38,939 shares; 2024Q1: 33,369 shares; 2024Q2: 34,901 shares; 2024Q3: 36,621 shares; 2024Q4: 31,035 shares; 2025Q1: 36,178 shares 36,178 $8.76M 0.09% +5,143 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 92,803 shares; 2023Q3: 87,659 shares; 2023Q4: 77,016 shares; 2024Q1: 79,492 shares; 2024Q2: 68,281 shares; 2024Q3: 73,764 shares; 2024Q4: 58,594 shares; 2025Q1: 83,143 shares 83,143 $8.71M 0.09% +24,549 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 18,257 shares; 2024Q1: 21,348 shares; 2024Q2: 22,410 shares; 2024Q3: 25,868 shares; 2024Q4: 29,313 shares; 2025Q1: 409,079 shares 409,079 $8.68M 0.09% +379,766 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,704 shares; 2024Q3: 277,100 shares; 2024Q4: 201,430 shares; 2025Q1: 192,034 shares 192,034 $8.62M 0.08% -9,396 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; 2023Q2: 39,586 shares; 2023Q3: 40,563 shares; 2023Q4: 37,993 shares; 2024Q1: 33,523 shares; 2024Q2: 31,891 shares; 2024Q3: 31,734 shares; 2024Q4: 31,212 shares; 2025Q1: 31,606 shares 31,606 $8.62M 0.08% +394 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 46,855 shares; 2023Q3: 46,718 shares; 2023Q4: 34,910 shares; 2024Q1: 39,948 shares; 2024Q2: 40,626 shares; 2024Q3: 43,346 shares; 2024Q4: 45,071 shares; 2025Q1: 49,380 shares 49,380 $8.55M 0.08% +4,309 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 155,987 shares; 2023Q3: 174,229 shares; 2023Q4: 111,922 shares; 2024Q1: 141,845 shares; 2024Q2: 133,912 shares; 2024Q3: 126,454 shares; 2024Q4: 125,143 shares; 2025Q1: 114,205 shares 114,205 $8.53M 0.08% -10,938 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,058 shares; 2023Q3: 11,303 shares; 2023Q4: 11,726 shares; 2024Q1: 43,865 shares; 2024Q2: 41,774 shares; 2024Q3: 39,616 shares; 2024Q4: 41,332 shares; 2025Q1: 49,987 shares 49,987 $8.53M 0.08% +8,655 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 249,911 shares; 2023Q3: 202,129 shares; 2023Q4: 197,953 shares; 2024Q1: 175,339 shares; 2024Q2: 167,715 shares; 2024Q3: 162,616 shares; 2024Q4: 143,970 shares; 2025Q1: 124,667 shares 124,667 $8.52M 0.08% -19,303 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; 2023Q2: 95,949 shares; 2023Q3: 95,382 shares; 2023Q4: 87,703 shares; 2024Q1: 86,343 shares; 2024Q2: 102,289 shares; 2024Q3: 120,353 shares; 2024Q4: 124,615 shares; 2025Q1: 128,183 shares 128,183 $8.52M 0.08% +3,568 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; 2023Q2: 24,944 shares; 2023Q3: 33,911 shares; 2023Q4: 31,785 shares; 2024Q1: 29,160 shares; 2024Q2: 24,716 shares; 2024Q3: 17,463 shares; 2024Q4: 16,801 shares; 2025Q1: 16,349 shares 16,349 $8.37M 0.08% -452 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; 2023Q2: 92,877 shares; 2023Q3: 112,650 shares; 2023Q4: 85,942 shares; 2024Q1: 115,131 shares; 2024Q2: 119,690 shares; 2024Q3: 110,529 shares; 2024Q4: 101,907 shares; 2025Q1: 117,476 shares 117,476 $8.33M 0.08% +15,569 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 46,412 shares; 2023Q3: 54,317 shares; 2023Q4: 1,345,651 shares; 2024Q1: 60,061 shares; 2024Q2: 89,203 shares; 2024Q3: 1,449,664 shares; 2024Q4: 297,009 shares; 2025Q1: 162,094 shares 162,094 $8.28M 0.08% -134,915 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 85,310 shares; 2023Q3: 40,894 shares; 2023Q4: 63,040 shares; 2024Q1: 65,475 shares; 2024Q2: 75,318 shares; 2024Q3: 64,840 shares; 2024Q4: 61,906 shares; 2025Q1: 58,491 shares 58,491 $8.21M 0.08% -3,415 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 85,187 shares; 2023Q3: 80,520 shares; 2023Q4: 60,682 shares; 2024Q1: 69,034 shares; 2024Q2: 70,930 shares; 2024Q3: 73,228 shares; 2024Q4: 76,410 shares; 2025Q1: 91,020 shares 91,020 $8.18M 0.08% +14,610 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; 2023Q2: 17,356 shares; 2023Q3: 17,481 shares; 2023Q4: 17,297 shares; 2024Q1: 16,421 shares; 2024Q2: 18,437 shares; 2024Q3: 15,954 shares; 2024Q4: 17,787 shares; 2025Q1: 18,180 shares 18,180 $8.12M 0.08% +393 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 279,470 shares; 2024Q4: 263,239 shares; 2025Q1: 256,014 shares 256,014 $8.06M 0.08% -7,225 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; 2023Q2: 54,014 shares; 2023Q3: 51,989 shares; 2023Q4: 53,419 shares; 2024Q1: 57,383 shares; 2024Q2: 57,920 shares; 2024Q3: 52,548 shares; 2024Q4: 46,236 shares; 2025Q1: 55,279 shares 55,279 $8.02M 0.08% +9,043 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; 2023Q2: 22,293 shares; 2023Q3: 47,946 shares; 2023Q4: 54,793 shares; 2024Q1: 58,715 shares; 2024Q2: 58,224 shares; 2024Q3: 61,273 shares; 2024Q4: 80,531 shares; 2025Q1: 94,972 shares 94,972 $8.02M 0.08% +14,441 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; 2023Q2: 13,090 shares; 2023Q3: 9,081 shares; 2023Q4: 8,971 shares; 2024Q1: 11,235 shares; 2024Q2: 11,849 shares; 2024Q3: 13,137 shares; 2024Q4: 908,795 shares; 2025Q1: 18,419 shares 18,419 $8.01M 0.08% -890,376 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 10 shares 10 $7.98M 0.08% +9 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,608 shares; 2023Q3: 24,568 shares; 2023Q4: 37,272 shares; 2024Q1: 38,473 shares; 2024Q2: 86,068 shares; 2024Q3: 101,691 shares; 2024Q4: 92,877 shares; 2025Q1: 83,312 shares 83,312 $7.95M 0.08% -9,565 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; 2023Q2: 577,589 shares; 2023Q3: 511,928 shares; 2023Q4: 421,439 shares; 2024Q1: 377,811 shares; 2024Q2: 215,464 shares; 2024Q3: 198,029 shares; 2024Q4: 203,695 shares; 2025Q1: 213,968 shares 213,968 $7.9M 0.08% +10,273 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; 2023Q2: 152,390 shares; 2023Q3: 154,019 shares; 2023Q4: 133,229 shares; 2024Q1: 165,370 shares; 2024Q2: 165,591 shares; 2024Q3: 157,322 shares; 2024Q4: 149,519 shares; 2025Q1: 155,559 shares 155,559 $7.89M 0.08% +6,040 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; 2023Q2: 75,821 shares; 2023Q3: 71,221 shares; 2023Q4: 54,598 shares; 2024Q1: 49,587 shares; 2024Q2: 21,986 shares; 2024Q3: 21,757 shares; 2024Q4: 22,218 shares; 2025Q1: 22,520 shares 22,520 $7.86M 0.08% +302 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 42,952 shares; 2023Q3: 72,724 shares; 2023Q4: 64,812 shares; 2024Q1: 57,290 shares; 2024Q2: 60,323 shares; 2024Q3: 44,775 shares; 2024Q4: 49,914 shares; 2025Q1: 83,876 shares 83,876 $7.84M 0.08% +33,962 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; 2023Q2: 51,798 shares; 2023Q3: 47,949 shares; 2023Q4: 46,040 shares; 2024Q1: 45,280 shares; 2024Q2: 43,312 shares; 2024Q3: 41,483 shares; 2024Q4: 43,231 shares; 2025Q1: 45,090 shares 45,090 $7.78M 0.08% +1,859 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 228,408 shares; 2023Q3: 201,528 shares; 2023Q4: 159,426 shares; 2024Q1: 151,884 shares; 2024Q2: 150,844 shares; 2024Q3: 140,002 shares; 2024Q4: 117,368 shares; 2025Q1: 123,721 shares 123,721 $7.64M 0.07% +6,353 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; 2023Q2: 164,885 shares; 2023Q3: 161,938 shares; 2023Q4: 154,434 shares; 2024Q1: 131,199 shares; 2024Q2: 129,194 shares; 2024Q3: 127,629 shares; 2024Q4: 115,587 shares; 2025Q1: 108,977 shares 108,977 $7.6M 0.07% -6,610 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 178,687 shares; 2023Q3: 165,434 shares; 2023Q4: 285,764 shares; 2024Q1: 154,511 shares; 2024Q2: 143,421 shares; 2024Q3: 132,934 shares; 2024Q4: 150,839 shares; 2025Q1: 120,498 shares 120,498 $7.54M 0.07% -30,341 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 120,979 shares; 2023Q3: 108,757 shares; 2023Q4: 111,487 shares; 2024Q1: 111,514 shares; 2024Q2: 107,995 shares; 2024Q3: 102,821 shares; 2024Q4: 102,693 shares; 2025Q1: 106,072 shares 106,072 $7.53M 0.07% +3,379 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 123,437 shares; 2023Q3: 109,214 shares; 2023Q4: 61,902 shares; 2024Q1: 60,283 shares; 2024Q2: 66,822 shares; 2024Q3: 100,087 shares; 2024Q4: 265,572 shares; 2025Q1: 268,422 shares 268,422 $7.51M 0.07% +2,850 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; 2023Q2: 8,568 shares; 2023Q3: 10,321 shares; 2023Q4: 10,679 shares; 2024Q1: 11,025 shares; 2024Q2: 11,622 shares; 2024Q3: 12,930 shares; 2024Q4: 14,265 shares; 2025Q1: 13,729 shares 13,729 $7.5M 0.07% -536 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; 2023Q2: 138,387 shares; 2023Q3: 164,016 shares; 2023Q4: 165,075 shares; 2024Q1: 185,535 shares; 2024Q2: 203,782 shares; 2024Q3: 205,760 shares; 2024Q4: 225,976 shares; 2025Q1: 265,688 shares 265,688 $7.38M 0.07% +39,712 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; 2023Q2: 26,210 shares; 2023Q3: 31,224 shares; 2023Q4: 33,658 shares; 2024Q1: 37,067 shares; 2024Q2: 42,594 shares; 2024Q3: 45,964 shares; 2024Q4: 51,001 shares; 2025Q1: 53,490 shares 53,490 $7.37M 0.07% +2,489 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; 2023Q2: 70,249 shares; 2023Q3: 68,260 shares; 2023Q4: 70,467 shares; 2024Q1: 70,202 shares; 2024Q2: 65,632 shares; 2024Q3: 66,919 shares; 2024Q4: 318,484 shares; 2025Q1: 289,402 shares 289,402 $7.35M 0.07% -29,082 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; 2023Q2: 482,446 shares; 2023Q3: 379,554 shares; 2023Q4: 282,436 shares; 2024Q1: 188,117 shares; 2024Q2: 149,517 shares; 2024Q3: 129,915 shares; 2024Q4: 120,581 shares; 2025Q1: 124,928 shares 124,928 $7.33M 0.07% +4,347 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; 2023Q2: 785,483 shares; 2023Q3: 424,395 shares; 2023Q4: 401,628 shares; 2024Q1: 352,984 shares; 2024Q2: 275,076 shares; 2024Q3: 279,581 shares; 2024Q4: 288,625 shares; 2025Q1: 268,618 shares 268,618 $7.29M 0.07% -20,007 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; 2023Q2: 118,253 shares; 2023Q3: 111,757 shares; 2023Q4: 95,425 shares; 2024Q1: 87,567 shares; 2024Q2: 86,168 shares; 2024Q3: 86,802 shares; 2024Q4: 90,026 shares; 2025Q1: 64,460 shares 64,460 $7.22M 0.07% -25,566 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; 2023Q2: 1,458,403 shares; 2023Q3: 756,209 shares; 2023Q4: 168,685 shares; 2024Q1: 81,631 shares; 2024Q2: 72,916 shares; 2024Q3: 73,612 shares; 2024Q4: 78,008 shares; 2025Q1: 77,903 shares 77,903 $7.2M 0.07% -105 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; 2023Q2: 3,023,631 shares; 2023Q3: 1,519,797 shares; 2023Q4: 1,516,104 shares; 2024Q1: 1,065,729 shares; 2024Q2: 1,007,416 shares; 2024Q3: 199,236 shares; 2024Q4: 197,309 shares; 2025Q1: 173,874 shares 173,874 $7.2M 0.07% -23,435 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,381 shares; 2023Q3: 4,642 shares; 2023Q4: not reported; 2024Q1: 8,802 shares; 2024Q2: 9,025 shares; 2024Q3: 8,691 shares; 2024Q4: 9,111 shares; 2025Q1: 26,328 shares 26,328 $7.13M 0.07% +17,217 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; 2023Q2: 167,791 shares; 2023Q3: 172,121 shares; 2023Q4: 202,008 shares; 2024Q1: 180,607 shares; 2024Q2: 194,158 shares; 2024Q3: 184,325 shares; 2024Q4: 177,474 shares; 2025Q1: 181,068 shares 181,068 $7.13M 0.07% +3,594 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 51,871 shares; 2023Q3: 56,402 shares; 2023Q4: 47,781 shares; 2024Q1: 46,376 shares; 2024Q2: 47,167 shares; 2024Q3: 46,696 shares; 2024Q4: 46,596 shares; 2025Q1: 46,156 shares 46,156 $7.12M 0.07% -440 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 39,142 shares; 2023Q3: 29,205 shares; 2023Q4: 36,364 shares; 2024Q1: 37,713 shares; 2024Q2: 35,860 shares; 2024Q3: 53,906 shares; 2024Q4: 101,839 shares; 2025Q1: 90,250 shares 90,250 $7.12M 0.07% -11,589 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; 2023Q2: 30,528 shares; 2023Q3: 27,413 shares; 2023Q4: 20,745 shares; 2024Q1: 21,079 shares; 2024Q2: 19,327 shares; 2024Q3: 19,917 shares; 2024Q4: 21,564 shares; 2025Q1: 26,676 shares 26,676 $7.11M 0.07% +5,112 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,375 shares; 2023Q3: 12,262 shares; 2023Q4: 12,343 shares; 2024Q1: 11,532 shares; 2024Q2: 11,474 shares; 2024Q3: 11,327 shares; 2024Q4: 10,992 shares; 2025Q1: 11,859 shares 11,859 $6.99M 0.07% +867 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; 2023Q2: 32,716 shares; 2023Q3: 10,355 shares; 2023Q4: 10,113 shares; 2024Q1: 9,858 shares; 2024Q2: 10,540 shares; 2024Q3: 12,855 shares; 2024Q4: 13,059 shares; 2025Q1: 14,084 shares 14,084 $6.98M 0.07% +1,025 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; 2023Q2: 134,413 shares; 2023Q3: 135,730 shares; 2023Q4: 134,171 shares; 2024Q1: 141,054 shares; 2024Q2: 153,918 shares; 2024Q3: 161,724 shares; 2024Q4: 244,869 shares; 2025Q1: 242,462 shares 242,462 $6.92M 0.07% -2,407 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 282,428 shares; 2023Q3: 151,717 shares; 2023Q4: 159,695 shares; 2024Q1: 148,216 shares; 2024Q2: 140,829 shares; 2024Q3: 152,109 shares; 2024Q4: 142,893 shares; 2025Q1: 135,978 shares 135,978 $6.91M 0.07% -6,915 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 193,430 shares; 2023Q3: 196,905 shares; 2023Q4: 197,737 shares; 2024Q1: 200,824 shares; 2024Q2: 202,218 shares; 2024Q3: 201,826 shares; 2024Q4: 229,524 shares; 2025Q1: 232,958 shares 232,958 $6.86M 0.07% +3,434 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; 2023Q2: 155,868 shares; 2023Q3: 148,467 shares; 2023Q4: 140,509 shares; 2024Q1: 120,524 shares; 2024Q2: 119,552 shares; 2024Q3: 161,048 shares; 2024Q4: 155,598 shares; 2025Q1: 153,310 shares 153,310 $6.84M 0.07% -2,288 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,097 shares; 2023Q3: 14,581 shares; 2023Q4: 14,635 shares; 2024Q1: 14,555 shares; 2024Q2: 16,127 shares; 2024Q3: 16,328 shares; 2024Q4: 24,150 shares; 2025Q1: 29,979 shares 29,979 $6.83M 0.07% +5,829 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,405 shares; 2023Q3: 12,866 shares; 2023Q4: 12,830 shares; 2024Q1: 14,202 shares; 2024Q2: 14,884 shares; 2024Q3: 14,132 shares; 2024Q4: 14,619 shares; 2025Q1: 18,300 shares 18,300 $6.81M 0.07% +3,681 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 169,700 shares; 2024Q3: 186,035 shares; 2024Q4: 184,541 shares; 2025Q1: 187,821 shares 187,821 $6.7M 0.07% +3,280 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,000 shares; 2023Q3: 4,066 shares; 2023Q4: 18,599 shares; 2024Q1: 19,012 shares; 2024Q2: 16,951 shares; 2024Q3: 89,824 shares; 2024Q4: 19,525 shares; 2025Q1: 64,029 shares 64,029 $6.64M 0.07% +44,504 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; 2023Q2: 29,749 shares; 2023Q3: 27,318 shares; 2023Q4: 25,359 shares; 2024Q1: 21,920 shares; 2024Q2: 20,193 shares; 2024Q3: 20,635 shares; 2024Q4: 20,040 shares; 2025Q1: 20,527 shares 20,527 $6.6M 0.06% +487 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43,940 shares; 2024Q4: 48,828 shares; 2025Q1: 46,493 shares 46,493 $6.57M 0.06% -2,335 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,962 shares; 2023Q3: 27,274 shares; 2023Q4: 41,625 shares; 2024Q1: 40,356 shares; 2024Q2: 54,872 shares; 2024Q3: 71,443 shares; 2024Q4: 68,007 shares; 2025Q1: 67,404 shares 67,404 $6.56M 0.06% -603 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; 2023Q2: 53,225 shares; 2023Q3: 57,754 shares; 2023Q4: 59,863 shares; 2024Q1: 63,630 shares; 2024Q2: 51,599 shares; 2024Q3: 61,123 shares; 2024Q4: 57,752 shares; 2025Q1: 57,409 shares 57,409 $6.55M 0.06% -343 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,529 shares; 2023Q3: 33,320 shares; 2023Q4: 31,142 shares; 2024Q1: 30,344 shares; 2024Q2: 29,861 shares; 2024Q3: 27,605 shares; 2024Q4: 25,119 shares; 2025Q1: 11,447 shares 11,447 $6.47M 0.06% -13,672 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 232,429 shares; 2023Q3: 510,440 shares; 2023Q4: 100,392 shares; 2024Q1: 72,445 shares; 2024Q2: 56,690 shares; 2024Q3: 51,543 shares; 2024Q4: 51,755 shares; 2025Q1: 69,010 shares 69,010 $6.46M 0.06% +17,255 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; 2023Q2: 31,930 shares; 2023Q3: 39,853 shares; 2023Q4: 35,512 shares; 2024Q1: 34,223 shares; 2024Q2: 33,791 shares; 2024Q3: 33,379 shares; 2024Q4: 32,256 shares; 2025Q1: 27,208 shares 27,208 $6.44M 0.06% -5,048 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 671 shares; 2024Q1: 164 shares; 2024Q2: 231 shares; 2024Q3: 5,353 shares; 2024Q4: 19,291 shares; 2025Q1: 22,331 shares 22,331 $6.44M 0.06% +3,040 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,573 shares; 2023Q3: 1,505 shares; 2023Q4: 1,460 shares; 2024Q1: 1,427 shares; 2024Q2: 1,599 shares; 2024Q3: 1,575 shares; 2024Q4: 1,686 shares; 2025Q1: 1,687 shares 1,687 $6.43M 0.06% +1 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 91,884 shares; 2023Q3: 77,183 shares; 2023Q4: 70,596 shares; 2024Q1: 83,691 shares; 2024Q2: 72,262 shares; 2024Q3: 68,935 shares; 2024Q4: 63,189 shares; 2025Q1: 61,589 shares 61,589 $6.42M 0.06% -1,600 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,571 shares; 2023Q3: 29,259 shares; 2023Q4: 29,032 shares; 2024Q1: 28,701 shares; 2024Q2: 27,501 shares; 2024Q3: 25,981 shares; 2024Q4: 25,410 shares; 2025Q1: 25,730 shares 25,730 $6.38M 0.06% +320 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; 2023Q2: 31,601 shares; 2023Q3: 55,650 shares; 2023Q4: 57,909 shares; 2024Q1: 57,398 shares; 2024Q2: 59,525 shares; 2024Q3: 62,169 shares; 2024Q4: 32,835 shares; 2025Q1: 61,475 shares 61,475 $6.32M 0.06% +28,640 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; 2023Q2: 73,382 shares; 2023Q3: 60,536 shares; 2023Q4: 56,634 shares; 2024Q1: 88,830 shares; 2024Q2: 91,503 shares; 2024Q3: 107,812 shares; 2024Q4: 102,884 shares; 2025Q1: 98,311 shares 98,311 $6.3M 0.06% -4,573 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; 2023Q2: 61,827 shares; 2023Q3: 64,438 shares; 2023Q4: 49,460 shares; 2024Q1: 62,308 shares; 2024Q2: 51,409 shares; 2024Q3: 46,715 shares; 2024Q4: 41,121 shares; 2025Q1: 42,997 shares 42,997 $6.28M 0.06% +1,876 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; 2023Q2: 27,591 shares; 2023Q3: 28,942 shares; 2023Q4: 23,111 shares; 2024Q1: 24,502 shares; 2024Q2: 23,115 shares; 2024Q3: 23,028 shares; 2024Q4: 21,192 shares; 2025Q1: 23,580 shares 23,580 $6.24M 0.06% +2,388 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 385,386 shares; 2023Q3: 208,298 shares; 2023Q4: 185,715 shares; 2024Q1: 176,456 shares; 2024Q2: 154,570 shares; 2024Q3: 149,662 shares; 2024Q4: 131,384 shares; 2025Q1: 120,954 shares 120,954 $6.24M 0.06% -10,430 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,350 shares; 2023Q3: 17,969 shares; 2023Q4: 17,110 shares; 2024Q1: 16,696 shares; 2024Q2: 16,050 shares; 2024Q3: 12,902 shares; 2024Q4: 12,510 shares; 2025Q1: 13,111 shares 13,111 $6.15M 0.06% +601 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 64,381 shares; 2023Q3: 62,013 shares; 2023Q4: 88,223 shares; 2024Q1: 89,548 shares; 2024Q2: 86,976 shares; 2024Q3: 99,311 shares; 2024Q4: 265,604 shares; 2025Q1: 228,981 shares 228,981 $6.09M 0.06% -36,623 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 93,780 shares; 2023Q3: 88,227 shares; 2023Q4: 82,421 shares; 2024Q1: 80,456 shares; 2024Q2: 75,606 shares; 2024Q3: 67,287 shares; 2024Q4: 62,000 shares; 2025Q1: 69,363 shares 69,363 $6.07M 0.06% +7,363 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,719,271 shares; 2023Q3: 861,297 shares; 2023Q4: 209,696 shares; 2024Q1: 137,860 shares; 2024Q2: 132,169 shares; 2024Q3: 117,492 shares; 2024Q4: 114,644 shares; 2025Q1: 105,250 shares 105,250 $6.06M 0.06% -9,394 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 88,175 shares; 2023Q3: 85,178 shares; 2023Q4: 77,006 shares; 2024Q1: 76,291 shares; 2024Q2: 73,561 shares; 2024Q3: 69,376 shares; 2024Q4: 66,474 shares; 2025Q1: 53,237 shares 53,237 $5.92M 0.06% -13,237 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; 2023Q2: 14,333 shares; 2023Q3: 13,621 shares; 2023Q4: 14,800 shares; 2024Q1: 14,797 shares; 2024Q2: 16,048 shares; 2024Q3: 17,750 shares; 2024Q4: 32,955 shares; 2025Q1: 34,668 shares 34,668 $5.92M 0.06% +1,713 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; 2023Q2: 2,060,061 shares; 2023Q3: 1,043,558 shares; 2023Q4: 1,183,884 shares; 2024Q1: 1,026,810 shares; 2024Q2: 170,566 shares; 2024Q3: 148,508 shares; 2024Q4: 142,577 shares; 2025Q1: 123,729 shares 123,729 $5.91M 0.06% -18,848 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; 2023Q2: 12,782 shares; 2023Q3: 12,404 shares; 2023Q4: 12,977 shares; 2024Q1: 12,919 shares; 2024Q2: 13,457 shares; 2024Q3: 13,606 shares; 2024Q4: 13,706 shares; 2025Q1: 19,315 shares 19,315 $5.9M 0.06% +5,609 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,735 shares; 2023Q3: 8,280 shares; 2023Q4: 5,413 shares; 2024Q1: 5,565 shares; 2024Q2: 5,923 shares; 2024Q3: 4,134 shares; 2024Q4: 5,281 shares; 2025Q1: 14,051 shares 14,051 $5.9M 0.06% +8,770 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 474,636 shares; 2023Q3: 117,242 shares; 2023Q4: 63,346 shares; 2024Q1: 58,919 shares; 2024Q2: 138,327 shares; 2024Q3: 159,594 shares; 2024Q4: 316,428 shares; 2025Q1: 256,538 shares 256,538 $5.9M 0.06% -59,890 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 49,391 shares; 2023Q3: 45,166 shares; 2023Q4: 42,193 shares; 2024Q1: 34,826 shares; 2024Q2: 33,016 shares; 2024Q3: 32,915 shares; 2024Q4: 29,270 shares; 2025Q1: 28,260 shares 28,260 $5.85M 0.06% -1,010 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 107,822 shares; 2023Q3: 101,764 shares; 2023Q4: 95,585 shares; 2024Q1: 92,289 shares; 2024Q2: 80,955 shares; 2024Q3: 76,030 shares; 2024Q4: 75,175 shares; 2025Q1: 75,039 shares 75,039 $5.82M 0.06% -136 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; 2023Q2: 36,400 shares; 2023Q3: 26,168 shares; 2023Q4: 24,578 shares; 2024Q1: 24,774 shares; 2024Q2: 23,565 shares; 2024Q3: 25,905 shares; 2024Q4: 22,843 shares; 2025Q1: 30,596 shares 30,596 $5.82M 0.06% +7,753 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; 2023Q2: 318,982 shares; 2023Q3: 302,665 shares; 2023Q4: 291,697 shares; 2024Q1: 282,277 shares; 2024Q2: 298,534 shares; 2024Q3: 252,466 shares; 2024Q4: 389,690 shares; 2025Q1: 425,497 shares 425,497 $5.8M 0.06% +35,807 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 79,530 shares; 2023Q3: 145,386 shares; 2023Q4: 102,659 shares; 2024Q1: 101,264 shares; 2024Q2: 87,841 shares; 2024Q3: 100,275 shares; 2024Q4: 99,586 shares; 2025Q1: 102,029 shares 102,029 $5.77M 0.06% +2,443 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,262 shares; 2023Q3: 21,281 shares; 2023Q4: 21,333 shares; 2024Q1: 20,946 shares; 2024Q2: 20,759 shares; 2024Q3: 20,659 shares; 2024Q4: 18,018 shares; 2025Q1: 18,121 shares 18,121 $5.76M 0.06% +103 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,023 shares; 2023Q3: 33,384 shares; 2023Q4: 33,555 shares; 2024Q1: 32,558 shares; 2024Q2: 34,216 shares; 2024Q3: 41,412 shares; 2024Q4: 43,778 shares; 2025Q1: 84,299 shares 84,299 $5.71M 0.06% +40,521 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 155,512 shares; 2024Q3: not reported; 2024Q4: 30,657 shares; 2025Q1: 184,138 shares 184,138 $5.67M 0.06% +153,481 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,717 shares; 2023Q3: 19,856 shares; 2023Q4: 16,331 shares; 2024Q1: 19,233 shares; 2024Q2: 17,837 shares; 2024Q3: 14,653 shares; 2024Q4: 16,152 shares; 2025Q1: 24,578 shares 24,578 $5.63M 0.06% +8,426 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; 2023Q2: 37,754 shares; 2023Q3: 36,157 shares; 2023Q4: 31,245 shares; 2024Q1: 44,749 shares; 2024Q2: 46,316 shares; 2024Q3: 48,137 shares; 2024Q4: 50,629 shares; 2025Q1: 51,259 shares 51,259 $5.59M 0.05% +630 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,340 shares; 2023Q3: 9,893 shares; 2023Q4: 22,614 shares; 2024Q1: 40,584 shares; 2024Q2: 66,799 shares; 2024Q3: 50,766 shares; 2024Q4: 39,954 shares; 2025Q1: 69,102 shares 69,102 $5.58M 0.05% +29,148 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 62,771 shares; 2023Q3: 69,041 shares; 2023Q4: 35,813 shares; 2024Q1: 30,685 shares; 2024Q2: 31,537 shares; 2024Q3: 28,389 shares; 2024Q4: 36,318 shares; 2025Q1: 43,110 shares 43,110 $5.56M 0.05% +6,792 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; 2023Q2: 39,061 shares; 2023Q3: 883,965 shares; 2023Q4: 53,969 shares; 2024Q1: 38,250 shares; 2024Q2: 849,452 shares; 2024Q3: 51,601 shares; 2024Q4: 1,448,705 shares; 2025Q1: 69,139 shares 69,139 $5.56M 0.05% -1,379,566 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; 2023Q2: 49,130 shares; 2023Q3: 38,963 shares; 2023Q4: 38,363 shares; 2024Q1: 72,475 shares; 2024Q2: 79,256 shares; 2024Q3: 99,046 shares; 2024Q4: 110,481 shares; 2025Q1: 121,135 shares 121,135 $5.53M 0.05% +10,654 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,205 shares; 2024Q2: 16,875 shares; 2024Q3: 22,933 shares; 2024Q4: 22,132 shares; 2025Q1: 20,817 shares 20,817 $5.52M 0.05% -1,315 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 73,753 shares; 2023Q3: 66,170 shares; 2023Q4: 64,448 shares; 2024Q1: 63,572 shares; 2024Q2: 62,146 shares; 2024Q3: 47,711 shares; 2024Q4: 88,020 shares; 2025Q1: 102,579 shares 102,579 $5.47M 0.05% +14,559 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; 2023Q2: 46,942 shares; 2023Q3: 48,452 shares; 2023Q4: 44,667 shares; 2024Q1: 42,771 shares; 2024Q2: 39,519 shares; 2024Q3: 48,339 shares; 2024Q4: 39,045 shares; 2025Q1: 36,958 shares 36,958 $5.46M 0.05% -2,087 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 114,222 shares; 2023Q3: 106,371 shares; 2023Q4: 99,904 shares; 2024Q1: 97,637 shares; 2024Q2: 90,294 shares; 2024Q3: 84,513 shares; 2024Q4: 82,347 shares; 2025Q1: 59,831 shares 59,831 $5.41M 0.05% -22,516 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 74,094 shares; 2024Q2: 88,709 shares; 2024Q3: 119,512 shares; 2024Q4: 95,622 shares; 2025Q1: 103,035 shares 103,035 $5.4M 0.05% +7,413 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 92,081 shares; 2023Q3: 138,777 shares; 2023Q4: 473,316 shares; 2024Q1: 392,991 shares; 2024Q2: 526,400 shares; 2024Q3: 197,860 shares; 2024Q4: 83,178 shares; 2025Q1: 58,824 shares 58,824 $5.4M 0.05% -24,354 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; 2023Q2: 370,486 shares; 2023Q3: 208,242 shares; 2023Q4: 201,098 shares; 2024Q1: 193,800 shares; 2024Q2: 194,842 shares; 2024Q3: 170,546 shares; 2024Q4: 163,559 shares; 2025Q1: 154,267 shares 154,267 $5.39M 0.05% -9,292 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; 2023Q2: 54,808 shares; 2023Q3: 52,894 shares; 2023Q4: 50,610 shares; 2024Q1: 47,536 shares; 2024Q2: 47,514 shares; 2024Q3: 44,844 shares; 2024Q4: 46,973 shares; 2025Q1: 49,285 shares 49,285 $5.39M 0.05% +2,312 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 37,597 shares; 2023Q3: 26,077 shares; 2023Q4: 30,899 shares; 2024Q1: 99,627 shares; 2024Q2: 2,576 shares; 2024Q3: 3,032 shares; 2024Q4: 25,689 shares; 2025Q1: 26,283 shares 26,283 $5.31M 0.05% +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; 2023Q2: 104,387 shares; 2023Q3: 98,832 shares; 2023Q4: 96,815 shares; 2024Q1: 92,889 shares; 2024Q2: 85,674 shares; 2024Q3: 64,453 shares; 2024Q4: 59,767 shares; 2025Q1: 69,799 shares 69,799 $5.29M 0.05% +10,032 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; 2023Q2: 144,330 shares; 2023Q3: 128,891 shares; 2023Q4: 123,253 shares; 2024Q1: 114,611 shares; 2024Q2: 114,678 shares; 2024Q3: 114,747 shares; 2024Q4: 61,751 shares; 2025Q1: 88,414 shares 88,414 $5.28M 0.05% +26,663 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; 2023Q2: 9,801 shares; 2023Q3: not reported; 2023Q4: 9,695 shares; 2024Q1: 10,904 shares; 2024Q2: 9,058 shares; 2024Q3: 8,092 shares; 2024Q4: not reported; 2025Q1: 15,521 shares 15,521 $5.23M 0.05% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 250,187 shares; 2023Q4: 183,799 shares; 2024Q1: 222,512 shares; 2024Q2: 213,994 shares; 2024Q3: 202,811 shares; 2024Q4: 206,747 shares; 2025Q1: 217,478 shares 217,478 $5.22M 0.05% +10,731 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,961 shares; 2023Q3: 15,708 shares; 2023Q4: not reported; 2024Q1: 232,276 shares; 2024Q2: 233,716 shares; 2024Q3: 260,255 shares; 2024Q4: 246,045 shares; 2025Q1: 257,641 shares 257,641 $5.21M 0.05% +11,596 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; 2023Q2: 33,981 shares; 2023Q3: 26,581 shares; 2023Q4: 26,169 shares; 2024Q1: 25,940 shares; 2024Q2: 25,957 shares; 2024Q3: 27,587 shares; 2024Q4: 29,390 shares; 2025Q1: 47,459 shares 47,459 $5.2M 0.05% +18,069 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; 2023Q2: 76,807 shares; 2023Q3: 66,840 shares; 2023Q4: 63,310 shares; 2024Q1: 61,174 shares; 2024Q2: 68,798 shares; 2024Q3: 46,897 shares; 2024Q4: 64,132 shares; 2025Q1: 88,680 shares 88,680 $5.19M 0.05% +24,548 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,569 shares; 2023Q3: 7,531 shares; 2023Q4: 9,107 shares; 2024Q1: 9,335 shares; 2024Q2: 8,566 shares; 2024Q3: 8,800 shares; 2024Q4: 8,298 shares; 2025Q1: 8,736 shares 8,736 $5.17M 0.05% +438 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 130,606 shares; 2023Q3: 123,750 shares; 2023Q4: 89,832 shares; 2024Q1: 74,747 shares; 2024Q2: 73,574 shares; 2024Q3: 34,663 shares; 2024Q4: 35,913 shares; 2025Q1: 378,126 shares 378,126 $5.15M 0.05% +342,213 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 188,739 shares; 2023Q3: 183,164 shares; 2023Q4: 171,442 shares; 2024Q1: 165,998 shares; 2024Q2: 166,937 shares; 2024Q3: 171,919 shares; 2024Q4: 184,278 shares; 2025Q1: 182,002 shares 182,002 $5.14M 0.05% -2,276 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 61,061 shares; 2023Q3: 77,973 shares; 2023Q4: 55,931 shares; 2024Q1: 58,908 shares; 2024Q2: 58,930 shares; 2024Q3: 63,004 shares; 2024Q4: 63,006 shares; 2025Q1: 69,913 shares 69,913 $5.12M 0.05% +6,907 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 57,508 shares; 2023Q3: 52,692 shares; 2023Q4: 50,041 shares; 2024Q1: 37,072 shares; 2024Q2: 34,318 shares; 2024Q3: 32,010 shares; 2024Q4: 45,788 shares; 2025Q1: 49,802 shares 49,802 $5.09M 0.05% +4,014 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 76,298 shares; 2024Q2: 79,024 shares; 2024Q3: 96,174 shares; 2024Q4: 92,483 shares; 2025Q1: 84,838 shares 84,838 $5.06M 0.05% -7,645 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 44,930 shares; 2023Q3: 41,969 shares; 2023Q4: 58,721 shares; 2024Q1: 75,840 shares; 2024Q2: 70,558 shares; 2024Q3: 67,683 shares; 2024Q4: 74,510 shares; 2025Q1: 76,382 shares 76,382 $5.04M 0.05% +1,872 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 184,739 shares; 2025Q1: 239,588 shares 239,588 $5.03M 0.05% +54,849 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,426 shares; 2023Q3: 36,425 shares; 2023Q4: 32,662 shares; 2024Q1: 35,085 shares; 2024Q2: 45,887 shares; 2024Q3: 44,392 shares; 2024Q4: 45,113 shares; 2025Q1: 45,248 shares 45,248 $5.03M 0.05% +135 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 203,476 shares; 2023Q3: 189,441 shares; 2023Q4: 122,978 shares; 2024Q1: 88,645 shares; 2024Q2: 92,074 shares; 2024Q3: 105,931 shares; 2024Q4: 108,467 shares; 2025Q1: 98,586 shares 98,586 $4.99M 0.05% -9,881 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 217,696 shares; 2023Q3: 132,883 shares; 2023Q4: 137,925 shares; 2024Q1: 129,435 shares; 2024Q2: 130,073 shares; 2024Q3: 130,192 shares; 2024Q4: 125,139 shares; 2025Q1: 117,276 shares 117,276 $4.93M 0.05% -7,863 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; 2023Q2: 107,532 shares; 2023Q3: 98,852 shares; 2023Q4: 267,243 shares; 2024Q1: 112,935 shares; 2024Q2: 143,288 shares; 2024Q3: 173,951 shares; 2024Q4: 178,852 shares; 2025Q1: 193,218 shares 193,218 $4.93M 0.05% +14,366 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; 2023Q2: not reported; 2023Q3: 4,271 shares; 2023Q4: not reported; 2024Q1: 7,542 shares; 2024Q2: 10,343 shares; 2024Q3: 66,574 shares; 2024Q4: 72,191 shares; 2025Q1: 75,405 shares 75,405 $4.93M 0.05% +3,214 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; 2023Q2: 113,612 shares; 2023Q3: 107,218 shares; 2023Q4: 106,305 shares; 2024Q1: 105,640 shares; 2024Q2: 105,789 shares; 2024Q3: 104,491 shares; 2024Q4: 105,291 shares; 2025Q1: 103,461 shares 103,461 $4.92M 0.05% -1,830 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; 2023Q2: 324,732 shares; 2023Q3: 296,801 shares; 2023Q4: 268,082 shares; 2024Q1: 246,211 shares; 2024Q2: 251,410 shares; 2024Q3: 237,452 shares; 2024Q4: 320,975 shares; 2025Q1: 324,002 shares 324,002 $4.86M 0.05% +3,027 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,049 shares; 2023Q3: 7,525 shares; 2023Q4: 7,525 shares; 2024Q1: 7,525 shares; 2024Q2: not reported; 2024Q3: 11,636 shares; 2024Q4: 45,985 shares; 2025Q1: 52,161 shares 52,161 $4.84M 0.05% +6,176 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; 2023Q2: 6,750 shares; 2023Q3: 7,333 shares; 2023Q4: 16,573 shares; 2024Q1: 16,306 shares; 2024Q2: 13,479 shares; 2024Q3: 18,144 shares; 2024Q4: 18,658 shares; 2025Q1: 18,218 shares 18,218 $4.82M 0.05% -440 Timeline MTBA 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 61,834 shares; 2024Q4: 57,604 shares; 2025Q1: 95,919 shares 95,919 $4.81M 0.05% +38,315 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,388 shares; 2023Q3: 2,470 shares; 2023Q4: 2,711 shares; 2024Q1: 2,678 shares; 2024Q2: 2,989 shares; 2024Q3: 2,915 shares; 2024Q4: 2,938 shares; 2025Q1: 3,356 shares 3,356 $4.81M 0.05% +418 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; 2023Q2: 97,451 shares; 2023Q3: 107,171 shares; 2023Q4: 237,653 shares; 2024Q1: 236,214 shares; 2024Q2: 228,551 shares; 2024Q3: 259,169 shares; 2024Q4: 253,354 shares; 2025Q1: 243,686 shares 243,686 $4.77M 0.05% -9,668 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; 2023Q2: 2,028,703 shares; 2023Q3: 1,030,699 shares; 2023Q4: 146,853 shares; 2024Q1: 85,368 shares; 2024Q2: 80,235 shares; 2024Q3: 79,188 shares; 2024Q4: 72,633 shares; 2025Q1: 71,948 shares 71,948 $4.77M 0.05% -685 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 113,372 shares; 2023Q3: 115,535 shares; 2023Q4: 102,481 shares; 2024Q1: 96,715 shares; 2024Q2: 99,048 shares; 2024Q3: 101,615 shares; 2024Q4: 106,814 shares; 2025Q1: 106,632 shares 106,632 $4.76M 0.05% -182 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 54,382 shares; 2023Q3: 52,764 shares; 2023Q4: 49,741 shares; 2024Q1: 40,841 shares; 2024Q2: 39,231 shares; 2024Q3: 37,925 shares; 2024Q4: 34,430 shares; 2025Q1: 35,215 shares 35,215 $4.75M 0.05% +785 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; 2023Q2: 2,313 shares; 2023Q3: 2,365 shares; 2023Q4: 1,820 shares; 2024Q1: 14,691 shares; 2024Q2: 13,558 shares; 2024Q3: 8,739 shares; 2024Q4: 37,856 shares; 2025Q1: 39,690 shares 39,690 $4.73M 0.05% +1,834 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,476,866 shares; 2023Q3: 2,778,271 shares; 2023Q4: 2,782,675 shares; 2024Q1: 1,336,706 shares; 2024Q2: 310,297 shares; 2024Q3: 265,506 shares; 2024Q4: 244,323 shares; 2025Q1: 217,283 shares 217,283 $4.72M 0.05% -27,040 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; 2023Q2: 30,298 shares; 2023Q3: 36,910 shares; 2023Q4: 40,978 shares; 2024Q1: 45,252 shares; 2024Q2: 55,916 shares; 2024Q3: 60,837 shares; 2024Q4: 68,740 shares; 2025Q1: 73,225 shares 73,225 $4.71M 0.05% +4,485 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; 2023Q2: 54,643 shares; 2023Q3: 56,173 shares; 2023Q4: 61,749 shares; 2024Q1: 55,875 shares; 2024Q2: 55,869 shares; 2024Q3: 47,297 shares; 2024Q4: 48,342 shares; 2025Q1: 53,717 shares 53,717 $4.67M 0.05% +5,375 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; 2023Q2: 11,542 shares; 2023Q3: 10,494 shares; 2023Q4: 10,009 shares; 2024Q1: 8,386 shares; 2024Q2: 9,519 shares; 2024Q3: 8,809 shares; 2024Q4: 8,963 shares; 2025Q1: 9,573 shares 9,573 $4.64M 0.05% +610 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,731 shares; 2023Q3: 26,836 shares; 2023Q4: 24,678 shares; 2024Q1: 23,078 shares; 2024Q2: 21,153 shares; 2024Q3: 21,302 shares; 2024Q4: 21,518 shares; 2025Q1: 24,632 shares 24,632 $4.62M 0.05% +3,114 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,011 shares; 2023Q3: 1,154 shares; 2023Q4: 1,185 shares; 2024Q1: 1,539 shares; 2024Q2: 75,681 shares; 2024Q3: 70,287 shares; 2024Q4: 83,053 shares; 2025Q1: 91,808 shares 91,808 $4.61M 0.05% +8,755 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; 2023Q2: 2,217,066 shares; 2023Q3: 1,130,524 shares; 2023Q4: 242,678 shares; 2024Q1: 122,432 shares; 2024Q2: 116,416 shares; 2024Q3: 124,492 shares; 2024Q4: 128,413 shares; 2025Q1: 113,826 shares 113,826 $4.59M 0.04% -14,587 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; 2023Q2: 53,091 shares; 2023Q3: 50,959 shares; 2023Q4: 46,826 shares; 2024Q1: 44,419 shares; 2024Q2: 40,125 shares; 2024Q3: 38,770 shares; 2024Q4: 24,334 shares; 2025Q1: 25,621 shares 25,621 $4.58M 0.04% +1,287 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; 2023Q2: 31,156 shares; 2023Q3: 50,912 shares; 2023Q4: 46,952 shares; 2024Q1: 51,831 shares; 2024Q2: 49,266 shares; 2024Q3: 47,888 shares; 2024Q4: 47,510 shares; 2025Q1: 48,475 shares 48,475 $4.57M 0.04% +965 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 67,365 shares; 2023Q3: 59,810 shares; 2023Q4: 55,754 shares; 2024Q1: 53,329 shares; 2024Q2: 50,820 shares; 2024Q3: 47,840 shares; 2024Q4: 46,183 shares; 2025Q1: 44,048 shares 44,048 $4.55M 0.04% -2,135 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,445 shares; 2023Q3: 30,286 shares; 2023Q4: 28,091 shares; 2024Q1: 34,222 shares; 2024Q2: 27,474 shares; 2024Q3: 28,456 shares; 2024Q4: 29,715 shares; 2025Q1: 32,256 shares 32,256 $4.51M 0.04% +2,541 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; 2023Q2: 398,463 shares; 2023Q3: 220,893 shares; 2023Q4: 205,533 shares; 2024Q1: 190,597 shares; 2024Q2: 170,602 shares; 2024Q3: 162,560 shares; 2024Q4: 158,112 shares; 2025Q1: 145,571 shares 145,571 $4.48M 0.04% -12,541 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; 2023Q2: 14,468 shares; 2023Q3: 17,641 shares; 2023Q4: 21,192 shares; 2024Q1: 25,216 shares; 2024Q2: 35,654 shares; 2024Q3: 39,635 shares; 2024Q4: 45,198 shares; 2025Q1: 61,335 shares 61,335 $4.47M 0.04% +16,137 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,673 shares 57,673 $4.47M 0.04% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 450,688 shares; 2023Q3: 48,425 shares; 2023Q4: 108,570 shares; 2024Q1: 310,643 shares; 2024Q2: 316,250 shares; 2024Q3: 20,826 shares; 2024Q4: 339,988 shares; 2025Q1: 21,146 shares 21,146 $4.46M 0.04% -318,842 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; 2023Q2: 12,401 shares; 2023Q3: 13,339 shares; 2023Q4: 11,201 shares; 2024Q1: 10,544 shares; 2024Q2: 19,783 shares; 2024Q3: 18,805 shares; 2024Q4: 35,520 shares; 2025Q1: 39,800 shares 39,800 $4.44M 0.04% +4,280 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,051 shares; 2023Q3: 17,135 shares; 2023Q4: 17,844 shares; 2024Q1: 17,062 shares; 2024Q2: 15,975 shares; 2024Q3: 14,826 shares; 2024Q4: 14,049 shares; 2025Q1: 13,954 shares 13,954 $4.44M 0.04% -95 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,906 shares; 2023Q3: 9,248 shares; 2023Q4: 9,731 shares; 2024Q1: 11,306 shares; 2024Q2: 11,707 shares; 2024Q3: 12,250 shares; 2024Q4: 12,344 shares; 2025Q1: 12,855 shares 12,855 $4.44M 0.04% +511 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 74,426 shares; 2024Q1: 65,729 shares; 2024Q2: 31,459 shares; 2024Q3: 43,076 shares; 2024Q4: 84,015 shares; 2025Q1: 114,232 shares 114,232 $4.44M 0.04% +30,217 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; 2023Q2: 1,352 shares; 2023Q3: 1,457 shares; 2023Q4: 1,210 shares; 2024Q1: 2,338 shares; 2024Q2: 2,526 shares; 2024Q3: 3,332 shares; 2024Q4: 6,831 shares; 2025Q1: 8,015 shares 8,015 $4.41M 0.04% +1,184 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,888 shares; 2023Q3: 5,000 shares; 2023Q4: 5,226 shares; 2024Q1: 5,567 shares; 2024Q2: 5,016 shares; 2024Q3: 19,406 shares; 2024Q4: 20,907 shares; 2025Q1: 21,378 shares 21,378 $4.39M 0.04% +471 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 90,126 shares; 2023Q3: 91,556 shares; 2023Q4: 91,288 shares; 2024Q1: 90,115 shares; 2024Q2: 84,636 shares; 2024Q3: 70,504 shares; 2024Q4: 56,082 shares; 2025Q1: 46,108 shares 46,108 $4.38M 0.04% -9,974 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; 2023Q2: 11,265 shares; 2023Q3: 10,743 shares; 2023Q4: 10,690 shares; 2024Q1: 10,304 shares; 2024Q2: 10,474 shares; 2024Q3: 17,384 shares; 2024Q4: 17,549 shares; 2025Q1: 17,192 shares 17,192 $4.37M 0.04% -357 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; 2023Q2: 7,263 shares; 2023Q3: 7,646 shares; 2023Q4: 6,883 shares; 2024Q1: 6,852 shares; 2024Q2: 14,623 shares; 2024Q3: 21,294 shares; 2024Q4: 25,398 shares; 2025Q1: 26,086 shares 26,086 $4.37M 0.04% +688 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,303 shares; 2023Q3: 29,735 shares; 2023Q4: 31,143 shares; 2024Q1: 32,594 shares; 2024Q2: 40,916 shares; 2024Q3: 46,013 shares; 2024Q4: 50,519 shares; 2025Q1: 47,527 shares 47,527 $4.35M 0.04% -2,992 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,472 shares; 2023Q3: 9,621 shares; 2023Q4: 9,420 shares; 2024Q1: 12,472 shares; 2024Q2: 22,849 shares; 2024Q3: 22,717 shares; 2024Q4: 21,981 shares; 2025Q1: 25,420 shares 25,420 $4.35M 0.04% +3,439 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 41,329 shares; 2023Q3: 39,572 shares; 2023Q4: 38,853 shares; 2024Q1: 41,323 shares; 2024Q2: 39,641 shares; 2024Q3: 37,407 shares; 2024Q4: 34,913 shares; 2025Q1: 36,174 shares 36,174 $4.32M 0.04% +1,261 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 101,060 shares; 2023Q3: 105,617 shares; 2023Q4: 107,237 shares; 2024Q1: 116,567 shares; 2024Q2: 104,717 shares; 2024Q3: 98,742 shares; 2024Q4: 110,299 shares; 2025Q1: 125,731 shares 125,731 $4.3M 0.04% +15,432 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; 2023Q2: 6,721 shares; 2023Q3: not reported; 2023Q4: 7,340 shares; 2024Q1: 25,194 shares; 2024Q2: 32,054 shares; 2024Q3: 27,935 shares; 2024Q4: 30,131 shares; 2025Q1: 103,394 shares 103,394 $4.29M 0.04% +73,263 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; 2023Q2: 63,536 shares; 2023Q3: 59,926 shares; 2023Q4: 57,441 shares; 2024Q1: 54,902 shares; 2024Q2: 52,640 shares; 2024Q3: 50,655 shares; 2024Q4: 47,817 shares; 2025Q1: 44,788 shares 44,788 $4.28M 0.04% -3,029 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; 2023Q2: 47,271 shares; 2023Q3: 44,638 shares; 2023Q4: 50,526 shares; 2024Q1: 42,197 shares; 2024Q2: 44,050 shares; 2024Q3: 43,297 shares; 2024Q4: 46,240 shares; 2025Q1: 45,539 shares 45,539 $4.27M 0.04% -701 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 108,810 shares; 2024Q4: 121,869 shares; 2025Q1: 137,488 shares 137,488 $4.25M 0.04% +15,619 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; 2023Q2: 460,373 shares; 2023Q3: 218,165 shares; 2023Q4: 232,948 shares; 2024Q1: 205,933 shares; 2024Q2: 211,938 shares; 2024Q3: 206,613 shares; 2024Q4: 203,572 shares; 2025Q1: 213,368 shares 213,368 $4.22M 0.04% +9,796 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,104 shares 58,104 $4.22M 0.04% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 159,415 shares; 2023Q3: 190,148 shares; 2023Q4: 156,214 shares; 2024Q1: 180,988 shares; 2024Q2: 219,934 shares; 2024Q3: 218,034 shares; 2024Q4: 242,988 shares; 2025Q1: 354,273 shares 354,273 $4.22M 0.04% +111,285 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 42,273 shares; 2023Q3: 45,774 shares; 2023Q4: 35,016 shares; 2024Q1: 29,041 shares; 2024Q2: 28,877 shares; 2024Q3: 28,176 shares; 2024Q4: 26,927 shares; 2025Q1: 32,540 shares 32,540 $4.22M 0.04% +5,613 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; 2023Q2: 30,963 shares; 2023Q3: 32,436 shares; 2023Q4: 18,618 shares; 2024Q1: 28,517 shares; 2024Q2: 25,970 shares; 2024Q3: 38,932 shares; 2024Q4: 38,933 shares; 2025Q1: 31,872 shares 31,872 $4.21M 0.04% -7,061 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; 2023Q2: 20,649 shares; 2023Q3: 19,663 shares; 2023Q4: 17,588 shares; 2024Q1: 14,416 shares; 2024Q2: 13,414 shares; 2024Q3: 12,712 shares; 2024Q4: 8,595 shares; 2025Q1: 9,610 shares 9,610 $4.21M 0.04% +1,015 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; 2023Q2: 7,563 shares; 2023Q3: 8,211 shares; 2023Q4: 7,398 shares; 2024Q1: 6,640 shares; 2024Q2: 6,624 shares; 2024Q3: 5,754 shares; 2024Q4: 9,798 shares; 2025Q1: 11,904 shares 11,904 $4.2M 0.04% +2,106 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; 2023Q2: 78,278 shares; 2023Q3: 76,603 shares; 2023Q4: 66,816 shares; 2024Q1: 59,494 shares; 2024Q2: 59,679 shares; 2024Q3: 56,775 shares; 2024Q4: 41,247 shares; 2025Q1: 42,269 shares 42,269 $4.19M 0.04% +1,022 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 36,191 shares; 2023Q3: 35,376 shares; 2023Q4: 33,293 shares; 2024Q1: 32,178 shares; 2024Q2: 31,070 shares; 2024Q3: 30,201 shares; 2024Q4: 29,293 shares; 2025Q1: 24,264 shares 24,264 $4.19M 0.04% -5,029 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,815 shares; 2023Q3: 36,986 shares; 2023Q4: 34,992 shares; 2024Q1: 34,234 shares; 2024Q2: 199,179 shares; 2024Q3: 195,218 shares; 2024Q4: 192,804 shares; 2025Q1: 187,470 shares 187,470 $4.15M 0.04% -5,334 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,720 shares; 2023Q3: 13,519 shares; 2023Q4: 14,869 shares; 2024Q1: 12,344 shares; 2024Q2: not reported; 2024Q3: 146,917 shares; 2024Q4: 153,218 shares; 2025Q1: 137,934 shares 137,934 $4.15M 0.04% -15,284 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; 2023Q2: 28,706 shares; 2023Q3: 29,347 shares; 2023Q4: 30,888 shares; 2024Q1: 30,469 shares; 2024Q2: 29,788 shares; 2024Q3: 30,567 shares; 2024Q4: 32,453 shares; 2025Q1: 32,134 shares 32,134 $4.12M 0.04% -319 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,178 shares; 2023Q3: not reported; 2023Q4: 12,773 shares; 2024Q1: 12,455 shares; 2024Q2: 12,034 shares; 2024Q3: 12,491 shares; 2024Q4: 58,412 shares; 2025Q1: 14,778 shares 14,778 $4.11M 0.04% -43,634 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 63,640 shares; 2023Q3: 61,168 shares; 2023Q4: 57,255 shares; 2024Q1: 54,956 shares; 2024Q2: 46,816 shares; 2024Q3: 45,263 shares; 2024Q4: 38,985 shares; 2025Q1: 38,569 shares 38,569 $4.09M 0.04% -416 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,375 shares; 2023Q3: 3,082 shares; 2023Q4: 2,859 shares; 2024Q1: 2,740 shares; 2024Q2: 2,456 shares; 2024Q3: 2,292 shares; 2024Q4: 2,188 shares; 2025Q1: 2,202 shares 2,202 $4.08M 0.04% +14 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 79,379 shares; 2024Q3: 89,534 shares; 2024Q4: 81,009 shares; 2025Q1: 84,505 shares 84,505 $4.05M 0.04% +3,496 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 59,207 shares; 2023Q3: 59,817 shares; 2023Q4: 51,720 shares; 2024Q1: 56,077 shares; 2024Q2: 60,579 shares; 2024Q3: 64,286 shares; 2024Q4: 71,179 shares; 2025Q1: 72,866 shares 72,866 $4.04M 0.04% +1,687 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; 2023Q2: 131,796 shares; 2023Q3: 102,988 shares; 2023Q4: 97,074 shares; 2024Q1: 99,232 shares; 2024Q2: 98,795 shares; 2024Q3: 97,241 shares; 2024Q4: 99,943 shares; 2025Q1: 97,860 shares 97,860 $4.03M 0.04% -2,083 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,184 shares; 2023Q3: 14,945 shares; 2023Q4: 79,519 shares; 2024Q1: 23,058 shares; 2024Q2: 15,470 shares; 2024Q3: 20,671 shares; 2024Q4: 34,899 shares; 2025Q1: 36,265 shares 36,265 $4.01M 0.04% +1,366 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 36,772 shares; 2023Q3: 45,450 shares; 2023Q4: 49,116 shares; 2024Q1: 47,669 shares; 2024Q2: 49,619 shares; 2024Q3: 53,774 shares; 2024Q4: 55,940 shares; 2025Q1: 61,815 shares 61,815 $4M 0.04% +5,875 LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,285 shares; 2023Q3: 6,771 shares; 2023Q4: 7,276 shares; 2024Q1: 7,649 shares; 2024Q2: 13,592 shares; 2024Q3: 14,062 shares; 2024Q4: 14,786 shares; 2025Q1: 17,281 shares 17,281 $4M 0.04% +2,495 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; 2023Q2: 15,948 shares; 2023Q3: 14,637 shares; 2023Q4: 16,959 shares; 2024Q1: 14,788 shares; 2024Q2: 14,427 shares; 2024Q3: 30,676 shares; 2024Q4: 30,180 shares; 2025Q1: 25,243 shares 25,243 $3.99M 0.04% -4,937 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,792 shares; 2023Q3: 7,760 shares; 2023Q4: 7,123 shares; 2024Q1: 7,377 shares; 2024Q2: 7,488 shares; 2024Q3: 8,449 shares; 2024Q4: 8,170 shares; 2025Q1: 8,243 shares 8,243 $3.99M 0.04% +73 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; 2023Q2: 13,740 shares; 2023Q3: 12,824 shares; 2023Q4: 10,583 shares; 2024Q1: 7,781 shares; 2024Q2: 8,563 shares; 2024Q3: 9,542 shares; 2024Q4: 11,915 shares; 2025Q1: 13,837 shares 13,837 $3.99M 0.04% +1,922 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 41,673 shares; 2023Q3: 34,622 shares; 2023Q4: 30,923 shares; 2024Q1: 30,272 shares; 2024Q2: 29,043 shares; 2024Q3: 25,600 shares; 2024Q4: 24,414 shares; 2025Q1: 86,905 shares 86,905 $3.98M 0.04% +62,491 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; 2023Q2: 6,842 shares; 2023Q3: 11,177 shares; 2023Q4: 10,471 shares; 2024Q1: 10,171 shares; 2024Q2: 10,885 shares; 2024Q3: 12,054 shares; 2024Q4: 12,004 shares; 2025Q1: 12,476 shares 12,476 $3.96M 0.04% +472 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,401 shares; 2023Q3: 21,914 shares; 2023Q4: 24,808 shares; 2024Q1: 27,360 shares; 2024Q2: 36,056 shares; 2024Q3: 42,489 shares; 2024Q4: 49,357 shares; 2025Q1: 52,349 shares 52,349 $3.93M 0.04% +2,992 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,937 shares; 2023Q3: 25,036 shares; 2023Q4: 25,153 shares; 2024Q1: 20,716 shares; 2024Q2: 18,123 shares; 2024Q3: 17,300 shares; 2024Q4: 16,284 shares; 2025Q1: 16,703 shares 16,703 $3.9M 0.04% +419 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 43,802 shares; 2023Q3: 42,094 shares; 2023Q4: 73,373 shares; 2024Q1: 36,889 shares; 2024Q2: 34,878 shares; 2024Q3: 32,482 shares; 2024Q4: 52,545 shares; 2025Q1: 28,974 shares 28,974 $3.89M 0.04% -23,571 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,015 shares; 2023Q3: 20,768 shares; 2023Q4: 35,430 shares; 2024Q1: 41,240 shares; 2024Q2: 36,830 shares; 2024Q3: 28,166 shares; 2024Q4: 31,061 shares; 2025Q1: 103,090 shares 103,090 $3.89M 0.04% +72,029 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,682 shares; 2023Q3: 28,767 shares; 2023Q4: 28,710 shares; 2024Q1: 27,322 shares; 2024Q2: 27,455 shares; 2024Q3: 27,935 shares; 2024Q4: 28,174 shares; 2025Q1: 47,176 shares 47,176 $3.88M 0.04% +19,002 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 67,638 shares; 2023Q3: 48,010 shares; 2023Q4: 47,296 shares; 2024Q1: 43,666 shares; 2024Q2: 40,352 shares; 2024Q3: 35,039 shares; 2024Q4: 36,771 shares; 2025Q1: 37,813 shares 37,813 $3.87M 0.04% +1,042 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; 2023Q2: 76,938 shares; 2023Q3: 83,282 shares; 2023Q4: 61,268 shares; 2024Q1: 40,977 shares; 2024Q2: 53,229 shares; 2024Q3: 50,864 shares; 2024Q4: 69,714 shares; 2025Q1: 81,477 shares 81,477 $3.87M 0.04% +11,763 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 31,928 shares; 2023Q3: 31,869 shares; 2023Q4: 29,955 shares; 2024Q1: 29,368 shares; 2024Q2: 31,344 shares; 2024Q3: 32,423 shares; 2024Q4: 33,621 shares; 2025Q1: 34,672 shares 34,672 $3.87M 0.04% +1,051 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,095 shares; 2023Q3: 20,342 shares; 2023Q4: 28,304 shares; 2024Q1: 24,170 shares; 2024Q2: 25,252 shares; 2024Q3: 26,023 shares; 2024Q4: 36,553 shares; 2025Q1: 38,768 shares 38,768 $3.86M 0.04% +2,215 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; 2023Q2: 23,883 shares; 2023Q3: 23,726 shares; 2023Q4: 20,208 shares; 2024Q1: 20,896 shares; 2024Q2: 24,376 shares; 2024Q3: 22,390 shares; 2024Q4: 30,625 shares; 2025Q1: 30,951 shares 30,951 $3.84M 0.04% +326 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,402 shares; 2024Q2: 25,791 shares; 2024Q3: 28,036 shares; 2024Q4: 121,495 shares; 2025Q1: 99,104 shares 99,104 $3.83M 0.04% -22,391 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; 2023Q2: 30,270 shares; 2023Q3: 26,532 shares; 2023Q4: 23,877 shares; 2024Q1: 19,305 shares; 2024Q2: 15,674 shares; 2024Q3: 13,909 shares; 2024Q4: 11,659 shares; 2025Q1: 11,817 shares 11,817 $3.81M 0.04% +158 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 46,967 shares; 2023Q3: 43,986 shares; 2023Q4: 40,488 shares; 2024Q1: 38,108 shares; 2024Q2: 34,919 shares; 2024Q3: 31,888 shares; 2024Q4: 28,642 shares; 2025Q1: 27,501 shares 27,501 $3.79M 0.04% -1,141 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,982 shares; 2023Q3: 21,174 shares; 2023Q4: 19,844 shares; 2024Q1: 18,647 shares; 2024Q2: 17,771 shares; 2024Q3: 17,461 shares; 2024Q4: 14,873 shares; 2025Q1: 15,254 shares 15,254 $3.78M 0.04% +381 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 27,851 shares; 2023Q3: 26,019 shares; 2023Q4: 24,449 shares; 2024Q1: 22,772 shares; 2024Q2: 19,202 shares; 2024Q3: 24,639 shares; 2024Q4: 23,288 shares; 2025Q1: 22,631 shares 22,631 $3.77M 0.04% -657 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 100,621 shares; 2023Q3: 38,669 shares; 2023Q4: 374,038 shares; 2024Q1: 165,679 shares; 2024Q2: 145,687 shares; 2024Q3: 137,670 shares; 2024Q4: 128,924 shares; 2025Q1: 122,417 shares 122,417 $3.76M 0.04% -6,507 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; 2023Q2: not reported; 2023Q3: 42,479 shares; 2023Q4: 48,180 shares; 2024Q1: 56,245 shares; 2024Q2: 62,665 shares; 2024Q3: 56,006 shares; 2024Q4: 87,111 shares; 2025Q1: 109,556 shares 109,556 $3.75M 0.04% +22,445 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 77,590 shares; 2023Q3: 69,124 shares; 2023Q4: 89,724 shares; 2024Q1: 68,390 shares; 2024Q2: 484,478 shares; 2024Q3: 470,826 shares; 2024Q4: 468,034 shares; 2025Q1: 530,841 shares 530,841 $3.74M 0.04% +62,807 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,942 shares; 2023Q3: 17,917 shares; 2023Q4: 17,183 shares; 2024Q1: 16,939 shares; 2024Q2: 16,479 shares; 2024Q3: 15,838 shares; 2024Q4: 17,785 shares; 2025Q1: 21,653 shares 21,653 $3.73M 0.04% +3,868 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; 2023Q2: 21,612 shares; 2023Q3: 20,864 shares; 2023Q4: 24,224 shares; 2024Q1: 26,461 shares; 2024Q2: 26,577 shares; 2024Q3: 27,576 shares; 2024Q4: 27,746 shares; 2025Q1: 29,330 shares 29,330 $3.73M 0.04% +1,584 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 43,754 shares; 2024Q3: 41,482 shares; 2024Q4: 45,381 shares; 2025Q1: 45,368 shares 45,368 $3.73M 0.04% -13 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,750 shares; 2024Q3: 15,421 shares; 2024Q4: 62,169 shares; 2025Q1: 66,805 shares 66,805 $3.7M 0.04% +4,636 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,592 shares; 2023Q3: 19,090 shares; 2023Q4: 17,097 shares; 2024Q1: 16,889 shares; 2024Q2: 16,848 shares; 2024Q3: 16,209 shares; 2024Q4: 16,227 shares; 2025Q1: 15,210 shares 15,210 $3.69M 0.04% -1,017 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,194 shares; 2023Q3: 12,090 shares; 2023Q4: 12,410 shares; 2024Q1: 11,265 shares; 2024Q2: 11,498 shares; 2024Q3: 11,456 shares; 2024Q4: 12,011 shares; 2025Q1: 12,368 shares 12,368 $3.68M 0.04% +357 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 80,897 shares; 2023Q3: 78,790 shares; 2023Q4: 76,033 shares; 2024Q1: 72,436 shares; 2024Q2: 71,940 shares; 2024Q3: 72,661 shares; 2024Q4: 75,401 shares; 2025Q1: 88,013 shares 88,013 $3.68M 0.04% +12,612 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 49,515 shares; 2023Q3: 74,422 shares; 2023Q4: 63,622 shares; 2024Q1: 65,407 shares; 2024Q2: 59,629 shares; 2024Q3: 65,812 shares; 2024Q4: 51,680 shares; 2025Q1: 59,525 shares 59,525 $3.68M 0.04% +7,845 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 52,825 shares; 2023Q3: 65,416 shares; 2023Q4: 75,959 shares; 2024Q1: 87,952 shares; 2024Q2: 95,036 shares; 2024Q3: 156,180 shares; 2024Q4: 32,905 shares; 2025Q1: 33,015 shares 33,015 $3.67M 0.04% +110 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,545 shares; 2023Q3: 8,276 shares; 2023Q4: 5,501 shares; 2024Q1: 5,380 shares; 2024Q2: 4,823 shares; 2024Q3: 6,777 shares; 2024Q4: 6,527 shares; 2025Q1: 6,535 shares 6,535 $3.67M 0.04% +8 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,848 shares 147,848 $3.65M 0.04% new 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; 2023Q2: 233,761 shares; 2023Q3: 139,924 shares; 2023Q4: 131,520 shares; 2024Q1: 128,569 shares; 2024Q2: 117,777 shares; 2024Q3: 114,771 shares; 2024Q4: 102,732 shares; 2025Q1: 102,322 shares 102,322 $3.65M 0.04% -410 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,399 shares; 2023Q3: 9,695 shares; 2023Q4: 12,039 shares; 2024Q1: 11,721 shares; 2024Q2: 11,948 shares; 2024Q3: 10,392 shares; 2024Q4: 10,465 shares; 2025Q1: 13,727 shares 13,727 $3.64M 0.04% +3,262 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; 2023Q2: 15,234 shares; 2023Q3: 13,380 shares; 2023Q4: 13,818 shares; 2024Q1: 17,199 shares; 2024Q2: 16,330 shares; 2024Q3: 15,674 shares; 2024Q4: 16,322 shares; 2025Q1: 16,721 shares 16,721 $3.64M 0.04% +399 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 145,522 shares; 2023Q3: 82,969 shares; 2023Q4: 79,198 shares; 2024Q1: 72,594 shares; 2024Q2: 63,975 shares; 2024Q3: 63,147 shares; 2024Q4: 57,649 shares; 2025Q1: 54,709 shares 54,709 $3.63M 0.04% -2,940 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 122,315 shares; 2023Q3: 94,628 shares; 2023Q4: 86,543 shares; 2024Q1: 83,341 shares; 2024Q2: 97,972 shares; 2024Q3: 86,830 shares; 2024Q4: 68,658 shares; 2025Q1: 109,428 shares 109,428 $3.62M 0.04% +40,770 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 144,564 shares; 2023Q3: 138,978 shares; 2023Q4: 126,733 shares; 2024Q1: 98,391 shares; 2024Q2: 99,216 shares; 2024Q3: 82,398 shares; 2024Q4: 48,514 shares; 2025Q1: 41,133 shares 41,133 $3.62M 0.04% -7,381 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; 2023Q2: 26,216 shares; 2023Q3: 22,981 shares; 2023Q4: 21,479 shares; 2024Q1: 36,507 shares; 2024Q2: 35,102 shares; 2024Q3: 34,002 shares; 2024Q4: 31,232 shares; 2025Q1: 32,138 shares 32,138 $3.61M 0.04% +906 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,841 shares; 2023Q3: 26,259 shares; 2023Q4: 36,963 shares; 2024Q1: 35,708 shares; 2024Q2: 39,751 shares; 2024Q3: 41,220 shares; 2024Q4: 30,276 shares; 2025Q1: 24,437 shares 24,437 $3.6M 0.04% -5,839 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,228 shares; 2023Q3: 3,289 shares; 2023Q4: 2,450 shares; 2024Q1: 7,302 shares; 2024Q2: 7,837 shares; 2024Q3: 8,408 shares; 2024Q4: 7,713 shares; 2025Q1: 8,373 shares 8,373 $3.58M 0.04% +660 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 62,328 shares; 2024Q3: 59,040 shares; 2024Q4: 63,762 shares; 2025Q1: 63,541 shares 63,541 $3.58M 0.04% -221 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,598 shares; 2023Q3: 5,598 shares; 2023Q4: 5,314 shares; 2024Q1: 5,314 shares; 2024Q2: 5,314 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,138 shares 72,138 $3.58M 0.04% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 222,466 shares; 2023Q3: 229,741 shares; 2023Q4: 192,390 shares; 2024Q1: 152,082 shares; 2024Q2: 548,126 shares; 2024Q3: 945,580 shares; 2024Q4: 852,630 shares; 2025Q1: 935,947 shares 935,947 $3.58M 0.04% +83,317 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 112,012 shares; 2023Q3: 111,862 shares; 2023Q4: 112,408 shares; 2024Q1: 105,591 shares; 2024Q2: 108,169 shares; 2024Q3: 110,394 shares; 2024Q4: 101,243 shares; 2025Q1: 116,691 shares 116,691 $3.55M 0.03% +15,448 Timeline IGTR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 11,732 shares; 2023Q4: 109,897 shares; 2024Q1: 119,629 shares; 2024Q2: 140,463 shares; 2024Q3: 156,629 shares; 2024Q4: 155,370 shares; 2025Q1: 144,513 shares 144,513 $3.53M 0.03% -10,857 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,381 shares; 2023Q3: 9,804 shares; 2023Q4: 9,134 shares; 2024Q1: 8,643 shares; 2024Q2: 7,971 shares; 2024Q3: 7,560 shares; 2024Q4: 7,132 shares; 2025Q1: 6,943 shares 6,943 $3.53M 0.03% -189 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; 2023Q2: 17,280 shares; 2023Q3: 15,588 shares; 2023Q4: 14,963 shares; 2024Q1: 25,464 shares; 2024Q2: 22,700 shares; 2024Q3: 22,101 shares; 2024Q4: 21,627 shares; 2025Q1: 21,330 shares 21,330 $3.53M 0.03% -297 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; 2023Q2: 9,870 shares; 2023Q3: 9,831 shares; 2023Q4: 9,333 shares; 2024Q1: 9,710 shares; 2024Q2: 11,580 shares; 2024Q3: 10,804 shares; 2024Q4: 12,848 shares; 2025Q1: 13,647 shares 13,647 $3.53M 0.03% +799 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 72,558 shares; 2023Q3: 140,954 shares; 2023Q4: 58,930 shares; 2024Q1: 50,242 shares; 2024Q2: 58,560 shares; 2024Q3: 61,057 shares; 2024Q4: 61,717 shares; 2025Q1: 69,873 shares 69,873 $3.52M 0.03% +8,156 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; 2023Q2: 14,602 shares; 2023Q3: 14,072 shares; 2023Q4: 13,451 shares; 2024Q1: 13,564 shares; 2024Q2: 13,687 shares; 2024Q3: 12,837 shares; 2024Q4: 13,002 shares; 2025Q1: 13,819 shares 13,819 $3.51M 0.03% +817 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 123,934 shares; 2023Q3: 117,372 shares; 2023Q4: 105,919 shares; 2024Q1: 105,032 shares; 2024Q2: 106,168 shares; 2024Q3: 99,894 shares; 2024Q4: 94,737 shares; 2025Q1: 91,770 shares 91,770 $3.5M 0.03% -2,967 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; 2023Q2: 42,789 shares; 2023Q3: 43,401 shares; 2023Q4: 36,278 shares; 2024Q1: 30,919 shares; 2024Q2: 34,706 shares; 2024Q3: 31,020 shares; 2024Q4: 32,449 shares; 2025Q1: 33,988 shares 33,988 $3.49M 0.03% +1,539 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 135,041 shares; 2023Q3: 125,548 shares; 2023Q4: 85,439 shares; 2024Q1: 83,133 shares; 2024Q2: 90,080 shares; 2024Q3: not reported; 2024Q4: 171,292 shares; 2025Q1: 227,005 shares 227,005 $3.49M 0.03% +55,713 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,573 shares; 2023Q3: 20,881 shares; 2023Q4: 19,644 shares; 2024Q1: 16,460 shares; 2024Q2: 15,900 shares; 2024Q3: 19,737 shares; 2024Q4: 20,862 shares; 2025Q1: 20,574 shares 20,574 $3.48M 0.03% -288 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 57,791 shares; 2023Q3: 52,629 shares; 2023Q4: 47,058 shares; 2024Q1: 46,670 shares; 2024Q2: 43,056 shares; 2024Q3: 42,205 shares; 2024Q4: 46,085 shares; 2025Q1: 50,411 shares 50,411 $3.48M 0.03% +4,326 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,848 shares; 2024Q1: 7,135 shares; 2024Q2: 16,676 shares; 2024Q3: 53,496 shares; 2024Q4: 56,016 shares; 2025Q1: 86,424 shares 86,424 $3.47M 0.03% +30,408 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; 2023Q2: 95,052 shares; 2023Q3: 131,195 shares; 2023Q4: 51,349 shares; 2024Q1: 48,199 shares; 2024Q2: 60,028 shares; 2024Q3: 58,118 shares; 2024Q4: 73,998 shares; 2025Q1: 81,821 shares 81,821 $3.44M 0.03% +7,823 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 58,480 shares; 2023Q3: 36,169 shares; 2023Q4: 10,042 shares; 2024Q1: 18,685 shares; 2024Q2: 25,618 shares; 2024Q3: 25,078 shares; 2024Q4: 23,361 shares; 2025Q1: 21,329 shares 21,329 $3.44M 0.03% -2,032 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; 2023Q2: 28,750 shares; 2023Q3: 31,159 shares; 2023Q4: 43,595 shares; 2024Q1: 43,515 shares; 2024Q2: 40,901 shares; 2024Q3: 20,233 shares; 2024Q4: 23,397 shares; 2025Q1: 22,886 shares 22,886 $3.43M 0.03% -511 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; 2023Q2: 94,189 shares; 2023Q3: 84,190 shares; 2023Q4: 78,790 shares; 2024Q1: 82,922 shares; 2024Q2: 76,536 shares; 2024Q3: 66,678 shares; 2024Q4: 53,953 shares; 2025Q1: 50,171 shares 50,171 $3.4M 0.03% -3,782 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 43,555 shares; 2023Q3: 41,604 shares; 2023Q4: 30,283 shares; 2024Q1: 28,831 shares; 2024Q2: 26,958 shares; 2024Q3: 25,306 shares; 2024Q4: 24,139 shares; 2025Q1: 24,043 shares 24,043 $3.39M 0.03% -96 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,205 shares 66,205 $3.37M 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 76,032 shares; 2023Q3: 54,099 shares; 2023Q4: 28,734 shares; 2024Q1: 28,007 shares; 2024Q2: 30,494 shares; 2024Q3: 28,515 shares; 2024Q4: 30,580 shares; 2025Q1: 33,385 shares 33,385 $3.37M 0.03% +2,805 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,430 shares; 2023Q3: 5,039 shares; 2023Q4: 5,152 shares; 2024Q1: 5,436 shares; 2024Q2: 7,132 shares; 2024Q3: 7,884 shares; 2024Q4: 9,659 shares; 2025Q1: 9,961 shares 9,961 $3.37M 0.03% +302 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,215 shares; 2024Q3: 8,549 shares; 2024Q4: 9,752 shares; 2025Q1: 11,002 shares 11,002 $3.36M 0.03% +1,250 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 37,268 shares; 2024Q1: 44,289 shares; 2024Q2: 57,209 shares; 2024Q3: 54,760 shares; 2024Q4: 64,425 shares; 2025Q1: 62,924 shares 62,924 $3.35M 0.03% -1,501 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,800 shares; 2023Q3: 20,022 shares; 2023Q4: 20,435 shares; 2024Q1: 19,636 shares; 2024Q2: 19,262 shares; 2024Q3: 19,139 shares; 2024Q4: 18,695 shares; 2025Q1: 19,394 shares 19,394 $3.34M 0.03% +699 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; 2023Q2: 116,488 shares; 2023Q3: 146,828 shares; 2023Q4: 131,137 shares; 2024Q1: 131,254 shares; 2024Q2: 133,625 shares; 2024Q3: 135,938 shares; 2024Q4: 135,773 shares; 2025Q1: 108,541 shares 108,541 $3.32M 0.03% -27,232 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; 2023Q2: 188,977 shares; 2023Q3: 183,710 shares; 2023Q4: 153,851 shares; 2024Q1: 179,152 shares; 2024Q2: 175,286 shares; 2024Q3: 116,357 shares; 2024Q4: 118,549 shares; 2025Q1: 105,129 shares 105,129 $3.31M 0.03% -13,420 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 153,922 shares; 2023Q3: 137,961 shares; 2023Q4: 123,687 shares; 2024Q1: 133,420 shares; 2024Q2: 125,494 shares; 2024Q3: 125,182 shares; 2024Q4: 118,215 shares; 2025Q1: 78,286 shares 78,286 $3.31M 0.03% -39,929 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 152,419 shares; 2023Q3: 100,555 shares; 2023Q4: 103,865 shares; 2024Q1: 54,681 shares; 2024Q2: 71,078 shares; 2024Q3: 42,016 shares; 2024Q4: 88,566 shares; 2025Q1: 27,016 shares 27,016 $3.29M 0.03% -61,550 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,800 shares; 2024Q3: 14,508 shares; 2024Q4: 12,929 shares; 2025Q1: 14,115 shares 14,115 $3.29M 0.03% +1,186 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,665 shares; 2023Q3: 15,279 shares; 2023Q4: 16,201 shares; 2024Q1: 13,878 shares; 2024Q2: 13,417 shares; 2024Q3: 14,302 shares; 2024Q4: 17,132 shares; 2025Q1: 16,407 shares 16,407 $3.27M 0.03% -725 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; 2023Q2: 17,967 shares; 2023Q3: 60,534 shares; 2023Q4: 43,012 shares; 2024Q1: 45,371 shares; 2024Q2: 47,195 shares; 2024Q3: 95,029 shares; 2024Q4: 100,623 shares; 2025Q1: 115,511 shares 115,511 $3.27M 0.03% +14,888 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 30,804 shares; 2023Q3: 26,969 shares; 2023Q4: 26,287 shares; 2024Q1: 25,655 shares; 2024Q2: 26,400 shares; 2024Q3: 23,562 shares; 2024Q4: 14,205 shares; 2025Q1: 14,416 shares 14,416 $3.27M 0.03% +211 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,173 shares; 2023Q3: 12,937 shares; 2023Q4: 13,798 shares; 2024Q1: 13,312 shares; 2024Q2: 15,459 shares; 2024Q3: 16,280 shares; 2024Q4: 17,713 shares; 2025Q1: 21,217 shares 21,217 $3.25M 0.03% +3,504 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,328 shares; 2023Q3: 38,038 shares; 2023Q4: 34,811 shares; 2024Q1: 32,967 shares; 2024Q2: 31,856 shares; 2024Q3: 30,865 shares; 2024Q4: 29,880 shares; 2025Q1: 35,490 shares 35,490 $3.23M 0.03% +5,610 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; 2023Q2: 27,764 shares; 2023Q3: 19,809 shares; 2023Q4: 17,817 shares; 2024Q1: 17,973 shares; 2024Q2: 12,862 shares; 2024Q3: 11,275 shares; 2024Q4: 10,994 shares; 2025Q1: 8,743 shares 8,743 $3.23M 0.03% -2,251 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; 2023Q2: 76,343 shares; 2023Q3: 83,678 shares; 2023Q4: 81,730 shares; 2024Q1: 82,947 shares; 2024Q2: 181,201 shares; 2024Q3: 293,138 shares; 2024Q4: 247,429 shares; 2025Q1: 237,264 shares 237,264 $3.23M 0.03% -10,165 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 63,385 shares; 2023Q3: 59,687 shares; 2023Q4: 48,903 shares; 2024Q1: 50,413 shares; 2024Q2: 15,955 shares; 2024Q3: 16,319 shares; 2024Q4: 16,103 shares; 2025Q1: 18,270 shares 18,270 $3.22M 0.03% +2,167 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,420 shares; 2023Q3: 17,831 shares; 2023Q4: 16,345 shares; 2024Q1: 16,597 shares; 2024Q2: 17,392 shares; 2024Q3: 17,506 shares; 2024Q4: 21,087 shares; 2025Q1: 82,822 shares 82,822 $3.21M 0.03% +61,735 Timeline