IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,526,939 shares; 2024Q4: 1,552,135 shares; 2025Q1: 1,449,283 shares; 2025Q2: 851,043 shares; 2025Q3: 872,931 shares; 2025Q4: 895,413 shares; 2026Q1: 1,175,199 shares; 2026Q2: 1,853,765 shares 1,853,765 $1.39B 8.67% +678,566 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,498,157 shares; 2024Q4: 10,898,086 shares; 2025Q1: 10,891,893 shares; 2025Q2: 10,426,975 shares; 2025Q3: 8,927,097 shares; 2025Q4: 8,603,823 shares; 2026Q1: 8,956,773 shares; 2026Q2: 12,913,640 shares 12,913,640 $596M 3.72% +3,956,867 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,801,919 shares; 2024Q4: 3,817,542 shares; 2025Q1: 3,942,984 shares; 2025Q2: 3,628,273 shares; 2025Q3: 3,575,069 shares; 2025Q4: 3,631,582 shares; 2026Q1: 3,856,562 shares; 2026Q2: 3,868,755 shares 3,868,755 $532M 3.32% +12,193 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,370,527 shares; 2024Q4: 6,398,299 shares; 2025Q1: 6,947,393 shares; 2025Q2: 7,022,649 shares; 2025Q3: 8,682,084 shares; 2025Q4: not reported; 2026Q1: 7,465,321 shares; 2026Q2: 7,687,097 shares 7,687,097 $523M 3.26% +221,776 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895,916 shares; 2024Q4: 947,689 shares; 2025Q1: 1,450,465 shares; 2025Q2: 1,655,804 shares; 2025Q3: 1,757,032 shares; 2025Q4: 2,467,550 shares; 2026Q1: 2,199,311 shares; 2026Q2: 1,811,031 shares 1,811,031 $411M 2.57% -388,280 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,122,870 shares; 2024Q4: 1,211,575 shares; 2025Q1: 2,312,613 shares; 2025Q2: 4,407,918 shares; 2025Q3: 5,111,634 shares; 2025Q4: 6,317,046 shares; 2026Q1: 5,758,444 shares; 2026Q2: 4,218,980 shares 4,218,980 $350M 2.18% -1,539,464 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,241,802 shares; 2025Q4: 5,733,012 shares; 2026Q1: 6,238,515 shares; 2026Q2: 5,319,125 shares 5,319,125 $280M 1.75% -919,390 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,710,211 shares; 2024Q4: 6,175,871 shares; 2025Q1: 5,028,548 shares; 2025Q2: 7,223,191 shares; 2025Q3: 6,423,874 shares; 2025Q4: 5,908,212 shares; 2026Q1: 5,862,784 shares; 2026Q2: 3,462,556 shares 3,462,556 $265M 1.66% -2,400,228 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390,758 shares; 2024Q4: 2,926,949 shares; 2025Q1: 1,581,470 shares; 2025Q2: 1,598,189 shares; 2025Q3: 417,288 shares; 2025Q4: 232,614 shares; 2026Q1: 2,048,874 shares; 2026Q2: 2,125,557 shares 2,125,557 $264M 1.65% +76,683 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732,604 shares; 2024Q4: 858,287 shares; 2025Q1: not reported; 2025Q2: 978,471 shares; 2025Q3: 1,020,567 shares; 2025Q4: not reported; 2026Q1: 1,094,388 shares; 2026Q2: 1,111,322 shares 1,111,322 $222M 1.39% +16,934 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,907 shares; 2024Q4: 507,294 shares; 2025Q1: not reported; 2025Q2: 457,403 shares; 2025Q3: 523,868 shares; 2025Q4: 711,023 shares; 2026Q1: 722,484 shares; 2026Q2: 639,938 shares 639,938 $219M 1.37% -82,546 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,274,232 shares; 2024Q4: 2,550,422 shares; 2025Q1: 2,814,004 shares; 2025Q2: 3,093,882 shares; 2025Q3: 3,354,038 shares; 2025Q4: 3,575,791 shares; 2026Q1: 3,851,225 shares; 2026Q2: 4,201,813 shares 4,201,813 $186M 1.16% +350,588 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,433,223 shares; 2026Q2: 3,684,774 shares 3,684,774 $186M 1.16% +251,551 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,620 shares; 2024Q4: 468,966 shares; 2025Q1: not reported; 2025Q2: 529,895 shares; 2025Q3: 552,156 shares; 2025Q4: 554,177 shares; 2026Q1: 602,628 shares; 2026Q2: 613,031 shares 613,031 $177M 1.11% +10,403 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,233 shares; 2026Q2: 4,299,492 shares 4,299,492 $157M 0.98% +4,281,259 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,789,547 shares 4,789,547 $152M 0.95% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590,071 shares; 2024Q4: 973,981 shares; 2025Q1: 656,307 shares; 2025Q2: 860,725 shares; 2025Q3: 948,583 shares; 2025Q4: 1,127,713 shares; 2026Q1: 5,921,573 shares; 2026Q2: 6,553,412 shares 6,553,412 $149M 0.93% +631,839 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,693,229 shares; 2025Q4: not reported; 2026Q1: 4,942,233 shares; 2026Q2: 3,406,641 shares 3,406,641 $147M 0.92% -1,535,592 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,037 shares; 2024Q4: 166,740 shares; 2025Q1: 155,382 shares; 2025Q2: 174,955 shares; 2025Q3: 184,554 shares; 2025Q4: 191,335 shares; 2026Q1: not reported; 2026Q2: 192,295 shares 192,295 $144M 0.9% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473,560 shares; 2024Q4: 1,619,778 shares; 2025Q1: 1,331,733 shares; 2025Q2: 1,327,842 shares; 2025Q3: 1,353,322 shares; 2025Q4: 1,323,631 shares; 2026Q1: 1,330,985 shares; 2026Q2: 1,466,815 shares 1,466,815 $139M 0.87% +135,830 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,375 shares; 2024Q4: 204,710 shares; 2025Q1: 1,059,355 shares; 2025Q2: 1,425,450 shares; 2025Q3: 1,901,799 shares; 2025Q4: 1,827,475 shares; 2026Q1: 1,718,413 shares; 2026Q2: 1,367,082 shares 1,367,082 $137M 0.86% -351,331 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,498 shares; 2024Q4: 331,455 shares; 2025Q1: not reported; 2025Q2: 402,203 shares; 2025Q3: 471,888 shares; 2025Q4: not reported; 2026Q1: 517,535 shares; 2026Q2: 538,661 shares 538,661 $131M 0.82% +21,126 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948,428 shares; 2024Q4: 1,033,611 shares; 2025Q1: not reported; 2025Q2: 1,113,045 shares; 2025Q3: 1,011,015 shares; 2025Q4: not reported; 2026Q1: 1,079,334 shares; 2026Q2: 1,120,668 shares 1,120,668 $121M 0.75% +41,334 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,589 shares; 2024Q4: 1,688,980 shares; 2025Q1: 2,182,955 shares; 2025Q2: 2,793,121 shares; 2025Q3: 3,233,030 shares; 2025Q4: 3,646,617 shares; 2026Q1: 3,413,376 shares; 2026Q2: 3,491,855 shares 3,491,855 $118M 0.74% +78,479 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519,704 shares; 2024Q4: 610,396 shares; 2025Q1: 531,661 shares; 2025Q2: 597,681 shares; 2025Q3: 665,412 shares; 2025Q4: 727,765 shares; 2026Q1: 806,679 shares; 2026Q2: 914,760 shares 914,760 $117M 0.73% +108,081 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,998 shares; 2024Q4: 231,919 shares; 2025Q1: 245,725 shares; 2025Q2: 243,797 shares; 2025Q3: 279,300 shares; 2025Q4: 291,205 shares; 2026Q1: 307,982 shares; 2026Q2: 314,685 shares 314,685 $112M 0.7% +6,703 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,479,907 shares; 2025Q4: 3,493,640 shares; 2026Q1: 3,802,542 shares; 2026Q2: 4,001,344 shares 4,001,344 $111M 0.69% +198,802 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,465 shares; 2024Q4: 238,354 shares; 2025Q1: not reported; 2025Q2: 264,391 shares; 2025Q3: 274,007 shares; 2025Q4: 279,092 shares; 2026Q1: 290,735 shares; 2026Q2: 297,053 shares 297,053 $111M 0.69% +6,318 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560,452 shares; 2024Q4: 1,695,182 shares; 2025Q1: 1,787,044 shares; 2025Q2: 1,972,731 shares; 2025Q3: 2,148,265 shares; 2025Q4: 2,285,721 shares; 2026Q1: 2,479,611 shares; 2026Q2: 2,647,486 shares 2,647,486 $110M 0.69% +167,875 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,746,137 shares; 2024Q4: 1,963,877 shares; 2025Q1: 2,064,742 shares; 2025Q2: 2,263,046 shares; 2025Q3: 2,453,225 shares; 2025Q4: 2,610,843 shares; 2026Q1: not reported; 2026Q2: 2,957,764 shares 2,957,764 $110M 0.69% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,894,852 shares 3,894,852 $109M 0.68% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,508 shares; 2024Q4: 322,381 shares; 2025Q1: not reported; 2025Q2: 372,096 shares; 2025Q3: 396,432 shares; 2025Q4: 406,691 shares; 2026Q1: 434,269 shares; 2026Q2: 445,205 shares 445,205 $106M 0.66% +10,936 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745,032 shares; 2024Q4: 806,460 shares; 2025Q1: 852,655 shares; 2025Q2: 920,220 shares; 2025Q3: 934,705 shares; 2025Q4: 1,018,422 shares; 2026Q1: 1,110,623 shares; 2026Q2: 1,138,392 shares 1,138,392 $100M 0.62% +27,769 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,917 shares; 2024Q4: 234,305 shares; 2025Q1: 253,274 shares; 2025Q2: 267,629 shares; 2025Q3: 277,748 shares; 2025Q4: 278,965 shares; 2026Q1: 288,401 shares; 2026Q2: 302,910 shares 302,910 $91.8M 0.57% +14,509 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,701 shares; 2024Q4: 363,179 shares; 2025Q1: not reported; 2025Q2: 359,315 shares; 2025Q3: 322,811 shares; 2025Q4: 336,436 shares; 2026Q1: 346,034 shares; 2026Q2: 378,079 shares 378,079 $89.5M 0.56% +32,045 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600,150 shares; 2024Q4: 1,654,198 shares; 2025Q1: 1,873,561 shares; 2025Q2: 1,558,485 shares; 2025Q3: 1,554,582 shares; 2025Q4: 1,731,970 shares; 2026Q1: 1,785,054 shares; 2026Q2: 1,730,145 shares 1,730,145 $87.2M 0.54% -54,909 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,705,355 shares 1,705,355 $85.8M 0.54% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,824 shares; 2024Q4: 204,557 shares; 2025Q1: 202,762 shares; 2025Q2: 204,663 shares; 2025Q3: 204,186 shares; 2025Q4: 210,575 shares; 2026Q1: 214,039 shares; 2026Q2: 214,927 shares 214,927 $79.5M 0.5% +888 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,726 shares; 2024Q4: 150,308 shares; 2025Q1: 160,041 shares; 2025Q2: 164,222 shares; 2025Q3: 170,716 shares; 2025Q4: 177,576 shares; 2026Q1: 198,549 shares; 2026Q2: 201,540 shares 201,540 $76.1M 0.48% +2,991 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,205 shares; 2024Q4: 575,001 shares; 2025Q1: 557,049 shares; 2025Q2: 553,973 shares; 2025Q3: 610,516 shares; 2025Q4: 638,232 shares; 2026Q1: 661,534 shares; 2026Q2: 691,853 shares 691,853 $68.5M 0.43% +30,319 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262,708 shares; 2024Q4: 1,381,380 shares; 2025Q1: 1,440,087 shares; 2025Q2: 1,551,634 shares; 2025Q3: 1,603,456 shares; 2025Q4: 1,687,512 shares; 2026Q1: 1,739,833 shares; 2026Q2: 1,853,826 shares 1,853,826 $64.9M 0.41% +113,993 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811,598 shares; 2024Q4: 801,673 shares; 2025Q1: not reported; 2025Q2: 743,458 shares; 2025Q3: 726,655 shares; 2025Q4: 716,455 shares; 2026Q1: 710,310 shares; 2026Q2: 706,032 shares 706,032 $64.4M 0.4% -4,278 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,995 shares; 2024Q4: 122,424 shares; 2025Q1: 101,382 shares; 2025Q2: 103,556 shares; 2025Q3: 155,896 shares; 2025Q4: not reported; 2026Q1: 379,403 shares; 2026Q2: 327,896 shares 327,896 $62.5M 0.39% -51,507 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991,343 shares; 2025Q4: 2,122,293 shares; 2026Q1: 2,180,866 shares; 2026Q2: 2,306,714 shares 2,306,714 $59.9M 0.37% +125,848 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,352 shares; 2024Q4: 79,419 shares; 2025Q1: 86,228 shares; 2025Q2: 83,532 shares; 2025Q3: 98,390 shares; 2025Q4: 88,300 shares; 2026Q1: 99,637 shares; 2026Q2: 106,211 shares 106,211 $59.8M 0.37% +6,574 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758,220 shares; 2024Q4: 809,442 shares; 2025Q1: 825,001 shares; 2025Q2: 846,824 shares; 2025Q3: 811,537 shares; 2025Q4: 831,843 shares; 2026Q1: 858,247 shares; 2026Q2: 837,457 shares 837,457 $59.7M 0.37% -20,790 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107,507 shares; 2026Q2: 1,163,887 shares 1,163,887 $59.6M 0.37% +56,380 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,526 shares; 2024Q4: 350,041 shares; 2025Q1: 422,886 shares; 2025Q2: 444,194 shares; 2025Q3: 517,290 shares; 2025Q4: 572,169 shares; 2026Q1: 606,919 shares; 2026Q2: 613,449 shares 613,449 $59.2M 0.37% +6,530 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,561 shares; 2024Q4: 139,906 shares; 2025Q1: not reported; 2025Q2: 157,589 shares; 2025Q3: 155,891 shares; 2025Q4: 158,702 shares; 2026Q1: 159,990 shares; 2026Q2: 164,625 shares 164,625 $53.9M 0.34% +4,635 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,211 shares; 2024Q4: 86,637 shares; 2025Q1: 92,598 shares; 2025Q2: 99,695 shares; 2025Q3: 111,789 shares; 2025Q4: 110,731 shares; 2026Q1: 121,906 shares; 2026Q2: 125,184 shares 125,184 $52.7M 0.33% +3,278 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,812 shares; 2024Q4: 432,668 shares; 2025Q1: not reported; 2025Q2: 473,118 shares; 2025Q3: 473,562 shares; 2025Q4: 492,822 shares; 2026Q1: 478,967 shares; 2026Q2: 508,290 shares 508,290 $52.4M 0.33% +29,323 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,957 shares; 2024Q4: 25,711 shares; 2025Q1: 30,191 shares; 2025Q2: 35,116 shares; 2025Q3: 36,892 shares; 2025Q4: 37,875 shares; 2026Q1: 42,090 shares; 2026Q2: 44,706 shares 44,706 $51.6M 0.32% +2,616 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,169 shares; 2024Q4: 107,428 shares; 2025Q1: not reported; 2025Q2: 109,114 shares; 2025Q3: 114,047 shares; 2025Q4: 116,216 shares; 2026Q1: not reported; 2026Q2: 137,935 shares 137,935 $48.7M 0.3% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037,197 shares; 2024Q4: 2,190,121 shares; 2025Q1: 2,489,669 shares; 2025Q2: 2,464,931 shares; 2025Q3: 1,983,749 shares; 2025Q4: 1,085,153 shares; 2026Q1: 1,101,752 shares; 2026Q2: 221,923 shares 221,923 $48.7M 0.3% -879,829 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,994 shares; 2024Q4: 41,617 shares; 2025Q1: 44,978 shares; 2025Q2: 49,205 shares; 2025Q3: 48,885 shares; 2025Q4: 49,998 shares; 2026Q1: 60,517 shares; 2026Q2: 71,834 shares 71,834 $47.1M 0.29% +11,317 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786,706 shares; 2024Q4: 875,436 shares; 2025Q1: 938,235 shares; 2025Q2: 1,027,563 shares; 2025Q3: 1,128,743 shares; 2025Q4: 1,201,556 shares; 2026Q1: 1,275,107 shares; 2026Q2: 1,374,007 shares 1,374,007 $46.9M 0.29% +98,900 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,286 shares; 2024Q4: 682,854 shares; 2025Q1: 1,374,967 shares; 2025Q2: 1,013,335 shares; 2025Q3: 1,590,982 shares; 2025Q4: 1,552,909 shares; 2026Q1: 584,437 shares; 2026Q2: 606,122 shares 606,122 $45.8M 0.29% +21,685 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,822 shares; 2024Q4: 27,035 shares; 2025Q1: 32,463 shares; 2025Q2: 40,945 shares; 2025Q3: 46,304 shares; 2025Q4: 54,891 shares; 2026Q1: 67,871 shares; 2026Q2: 65,769 shares 65,769 $45.2M 0.28% -2,102 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,420 shares; 2024Q4: 150,175 shares; 2025Q1: 180,514 shares; 2025Q2: 189,770 shares; 2025Q3: 204,937 shares; 2025Q4: 288,124 shares; 2026Q1: 536,012 shares; 2026Q2: 584,590 shares 584,590 $44.5M 0.28% +48,578 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348,548 shares; 2025Q4: 381,331 shares; 2026Q1: 425,109 shares; 2026Q2: 480,400 shares 480,400 $43.2M 0.27% +55,291 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,698 shares; 2024Q4: 439,220 shares; 2025Q1: 453,675 shares; 2025Q2: 701,192 shares; 2025Q3: 737,272 shares; 2025Q4: 775,052 shares; 2026Q1: 769,712 shares; 2026Q2: 903,188 shares 903,188 $43.1M 0.27% +133,476 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,893 shares; 2024Q4: 19,274 shares; 2025Q1: 23,661 shares; 2025Q2: 23,900 shares; 2025Q3: 25,402 shares; 2025Q4: 28,113 shares; 2026Q1: 32,026 shares; 2026Q2: 35,602 shares 35,602 $42.7M 0.27% +3,576 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596,345 shares; 2024Q4: 654,372 shares; 2025Q1: 701,051 shares; 2025Q2: 772,818 shares; 2025Q3: 844,759 shares; 2025Q4: 900,442 shares; 2026Q1: 945,379 shares; 2026Q2: 1,013,493 shares 1,013,493 $40.8M 0.25% +68,114 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576,536 shares; 2024Q4: 849,304 shares; 2025Q1: 893,883 shares; 2025Q2: 810,277 shares; 2025Q3: 876,543 shares; 2025Q4: 882,294 shares; 2026Q1: 835,764 shares; 2026Q2: 742,543 shares 742,543 $39.8M 0.25% -93,221 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,215 shares; 2024Q4: 67,308 shares; 2025Q1: 87,318 shares; 2025Q2: 94,287 shares; 2025Q3: 94,419 shares; 2025Q4: 97,704 shares; 2026Q1: not reported; 2026Q2: 318,476 shares 318,476 $39.5M 0.25% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447,922 shares; 2024Q4: 449,921 shares; 2025Q1: 447,378 shares; 2025Q2: 431,593 shares; 2025Q3: 425,326 shares; 2025Q4: 418,638 shares; 2026Q1: 414,084 shares; 2026Q2: 417,513 shares 417,513 $37.9M 0.24% +3,429 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,842 shares; 2024Q4: 187,351 shares; 2025Q1: not reported; 2025Q2: 238,978 shares; 2025Q3: 262,089 shares; 2025Q4: 319,098 shares; 2026Q1: 315,101 shares; 2026Q2: 322,424 shares 322,424 $37.9M 0.24% +7,323 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,616 shares; 2024Q4: 135,627 shares; 2025Q1: 195,359 shares; 2025Q2: 237,877 shares; 2025Q3: 238,609 shares; 2025Q4: 238,835 shares; 2026Q1: 226,615 shares; 2026Q2: 202,997 shares 202,997 $37.6M 0.23% -23,618 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636,597 shares; 2024Q4: 681,531 shares; 2025Q1: 702,028 shares; 2025Q2: 614,170 shares; 2025Q3: 642,113 shares; 2025Q4: 680,408 shares; 2026Q1: 708,008 shares; 2026Q2: 725,002 shares 725,002 $37.5M 0.23% +16,994 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,043 shares; 2024Q4: 330,302 shares; 2025Q1: 250,116 shares; 2025Q2: 278,983 shares; 2025Q3: 309,404 shares; 2025Q4: 339,802 shares; 2026Q1: 366,373 shares; 2026Q2: 415,767 shares 415,767 $37.1M 0.23% +49,394 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,930 shares; 2025Q1: 56,015 shares; 2025Q2: 61,067 shares; 2025Q3: 66,389 shares; 2025Q4: not reported; 2026Q1: 80,958 shares; 2026Q2: 84,400 shares 84,400 $36.6M 0.23% +3,442 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,957 shares; 2024Q4: 99,934 shares; 2025Q1: 119,310 shares; 2025Q2: 130,635 shares; 2025Q3: 139,169 shares; 2025Q4: 135,077 shares; 2026Q1: 154,412 shares; 2026Q2: 164,751 shares 164,751 $35.9M 0.22% +10,339 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,540 shares; 2024Q4: 43,413 shares; 2025Q1: not reported; 2025Q2: 50,704 shares; 2025Q3: 39,786 shares; 2025Q4: 42,955 shares; 2026Q1: 53,193 shares; 2026Q2: 61,723 shares 61,723 $35.9M 0.22% +8,530 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,596 shares; 2024Q4: 29,034 shares; 2025Q1: 39,919 shares; 2025Q2: 39,436 shares; 2025Q3: 41,121 shares; 2025Q4: 43,943 shares; 2026Q1: 44,610 shares; 2026Q2: 47,996 shares 47,996 $35.3M 0.22% +3,386 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454,229 shares; 2024Q4: 1,509,692 shares; 2025Q1: 1,497,794 shares; 2025Q2: 1,515,341 shares; 2025Q3: 1,748,170 shares; 2025Q4: 1,785,539 shares; 2026Q1: 1,623,636 shares; 2026Q2: 675,214 shares 675,214 $35.3M 0.22% -948,422 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,541 shares; 2024Q4: 357,884 shares; 2025Q1: not reported; 2025Q2: 390,168 shares; 2025Q3: 450,042 shares; 2025Q4: 426,328 shares; 2026Q1: 304,105 shares; 2026Q2: 321,974 shares 321,974 $35.1M 0.22% +17,869 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,836 shares; 2024Q4: 306,923 shares; 2025Q1: 294,950 shares; 2025Q2: 389,575 shares; 2025Q3: 296,852 shares; 2025Q4: 352,147 shares; 2026Q1: 439,963 shares; 2026Q2: 362,178 shares 362,178 $35M 0.22% -77,785 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,762 shares; 2024Q4: 22,526 shares; 2025Q1: 24,490 shares; 2025Q2: 20,186 shares; 2025Q3: 21,842 shares; 2025Q4: 25,788 shares; 2026Q1: 30,124 shares; 2026Q2: 32,641 shares 32,641 $34.8M 0.22% +2,517 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889,341 shares; 2024Q4: 938,759 shares; 2025Q1: 956,675 shares; 2025Q2: 935,204 shares; 2025Q3: 940,588 shares; 2025Q4: 1,034,253 shares; 2026Q1: 1,306,467 shares; 2026Q2: 1,346,648 shares 1,346,648 $34.4M 0.21% +40,181 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439,121 shares; 2024Q4: 444,144 shares; 2025Q1: 445,952 shares; 2025Q2: 455,019 shares; 2025Q3: 465,864 shares; 2025Q4: 471,671 shares; 2026Q1: 433,587 shares; 2026Q2: 419,357 shares 419,357 $33.6M 0.21% -14,230 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,804 shares; 2024Q4: 285,316 shares; 2025Q1: 166,700 shares; 2025Q2: 166,132 shares; 2025Q3: 222,934 shares; 2025Q4: 205,942 shares; 2026Q1: 205,632 shares; 2026Q2: 201,434 shares 201,434 $33M 0.21% -4,198 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,994 shares; 2024Q4: 13,558 shares; 2025Q1: 18,413 shares; 2025Q2: 67,033 shares; 2025Q3: 65,705 shares; 2025Q4: 79,893 shares; 2026Q1: 81,907 shares; 2026Q2: 80,040 shares 80,040 $32.8M 0.2% -1,867 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,796 shares; 2024Q4: 313,807 shares; 2025Q1: 312,908 shares; 2025Q2: 330,410 shares; 2025Q3: 354,052 shares; 2025Q4: 363,838 shares; 2026Q1: 396,953 shares; 2026Q2: 415,886 shares 415,886 $32.4M 0.2% +18,933 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,827 shares; 2024Q4: 1,000,830 shares; 2025Q1: not reported; 2025Q2: 1,053,689 shares; 2025Q3: 1,231,527 shares; 2025Q4: 1,181,085 shares; 2026Q1: 1,100,950 shares; 2026Q2: 1,165,387 shares 1,165,387 $32.3M 0.2% +64,437 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,809 shares; 2024Q4: 420,225 shares; 2025Q1: 430,923 shares; 2025Q2: 443,412 shares; 2025Q3: 461,921 shares; 2025Q4: 486,505 shares; 2026Q1: 503,048 shares; 2026Q2: 495,551 shares 495,551 $32.1M 0.2% -7,497 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,226 shares; 2024Q4: 358,874 shares; 2025Q1: 371,046 shares; 2025Q2: 375,423 shares; 2025Q3: 417,092 shares; 2025Q4: 441,665 shares; 2026Q1: 473,656 shares; 2026Q2: 541,474 shares 541,474 $31.5M 0.2% +67,818 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; 2024Q3: 139,196 shares; 2024Q4: 154,938 shares; 2025Q1: 207,284 shares; 2025Q2: 206,411 shares; 2025Q3: 207,429 shares; 2025Q4: 222,590 shares; 2026Q1: not reported; 2026Q2: 233,818 shares 233,818 $31.5M 0.2% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,731 shares; 2024Q4: 60,092 shares; 2025Q1: 63,408 shares; 2025Q2: 68,228 shares; 2025Q3: 70,437 shares; 2025Q4: 71,946 shares; 2026Q1: 76,815 shares; 2026Q2: 62,540 shares 62,540 $31.3M 0.2% -14,275 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,833 shares; 2024Q4: 199,841 shares; 2025Q1: 231,877 shares; 2025Q2: 256,092 shares; 2025Q3: 272,103 shares; 2025Q4: 279,956 shares; 2026Q1: 286,460 shares; 2026Q2: 274,907 shares 274,907 $31.1M 0.19% -11,553 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,128 shares; 2024Q4: 84,181 shares; 2025Q1: 94,359 shares; 2025Q2: 106,334 shares; 2025Q3: 107,027 shares; 2025Q4: not reported; 2026Q1: 98,521 shares; 2026Q2: 90,012 shares 90,012 $30.9M 0.19% -8,509 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,177 shares; 2024Q4: 43,838 shares; 2025Q1: 34,705 shares; 2025Q2: 33,383 shares; 2025Q3: 100,660 shares; 2025Q4: 29,565 shares; 2026Q1: 26,430 shares; 2026Q2: 340,277 shares 340,277 $30.7M 0.19% +313,847 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,287 shares; 2024Q4: 77,539 shares; 2025Q1: 100,307 shares; 2025Q2: 84,401 shares; 2025Q3: 86,704 shares; 2025Q4: 110,041 shares; 2026Q1: 123,087 shares; 2026Q2: 119,431 shares 119,431 $30.3M 0.19% -3,656 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,966 shares; 2024Q4: 61,988 shares; 2025Q1: 64,550 shares; 2025Q2: 66,912 shares; 2025Q3: 65,313 shares; 2025Q4: 67,604 shares; 2026Q1: 61,448 shares; 2026Q2: 62,563 shares 62,563 $29.9M 0.19% +1,115 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,164,317 shares 1,164,317 $29.8M 0.19% new Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,339 shares; 2024Q4: 380,867 shares; 2025Q1: 428,538 shares; 2025Q2: 464,250 shares; 2025Q3: 505,426 shares; 2025Q4: 552,061 shares; 2026Q1: 634,134 shares; 2026Q2: 708,154 shares 708,154 $29.3M 0.18% +74,020 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985,672 shares; 2026Q2: 975,018 shares 975,018 $29.3M 0.18% -10,654 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,935 shares; 2024Q4: 211,996 shares; 2025Q1: 221,298 shares; 2025Q2: 224,705 shares; 2025Q3: 233,529 shares; 2025Q4: 234,218 shares; 2026Q1: 320,710 shares; 2026Q2: 352,980 shares 352,980 $29.2M 0.18% +32,270 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,912 shares; 2024Q4: 26,664 shares; 2025Q1: not reported; 2025Q2: 65,927 shares; 2025Q3: 72,708 shares; 2025Q4: 137,224 shares; 2026Q1: 217,250 shares; 2026Q2: 208,562 shares 208,562 $29.1M 0.18% -8,688 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,335 shares; 2024Q4: 76,252 shares; 2025Q1: 104,294 shares; 2025Q2: 165,854 shares; 2025Q3: 137,273 shares; 2025Q4: 129,280 shares; 2026Q1: 142,754 shares; 2026Q2: 178,623 shares 178,623 $28.9M 0.18% +35,869 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,953 shares; 2024Q4: 103,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,791 shares; 2025Q4: 194,456 shares; 2026Q1: 209,792 shares; 2026Q2: 224,090 shares 224,090 $28M 0.17% +14,298 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,658 shares; 2024Q4: 31,354 shares; 2025Q1: not reported; 2025Q2: 93,775 shares; 2025Q3: 558,712 shares; 2025Q4: 576,120 shares; 2026Q1: 676,217 shares; 2026Q2: 714,197 shares 714,197 $27.7M 0.17% +37,980 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,775 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,129 shares; 2026Q2: 54,714 shares 54,714 $26.4M 0.17% +1,585 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,422 shares; 2024Q4: 226,665 shares; 2025Q1: 247,838 shares; 2025Q2: 285,184 shares; 2025Q3: 300,752 shares; 2025Q4: 310,653 shares; 2026Q1: not reported; 2026Q2: 341,491 shares 341,491 $26.3M 0.16% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,520 shares; 2024Q4: 84,765 shares; 2025Q1: 97,305 shares; 2025Q2: 99,031 shares; 2025Q3: 136,204 shares; 2025Q4: 152,057 shares; 2026Q1: 169,037 shares; 2026Q2: 155,740 shares 155,740 $25.8M 0.16% -13,297 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,069 shares; 2024Q4: 59,009 shares; 2025Q1: 61,238 shares; 2025Q2: not reported; 2025Q3: 68,806 shares; 2025Q4: 74,405 shares; 2026Q1: 73,385 shares; 2026Q2: 68,606 shares 68,606 $25.6M 0.16% -4,779 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,208 shares; 2024Q4: 211,319 shares; 2025Q1: 221,443 shares; 2025Q2: 285,674 shares; 2025Q3: 351,638 shares; 2025Q4: not reported; 2026Q1: 304,972 shares; 2026Q2: 278,881 shares 278,881 $25.6M 0.16% -26,091 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983,223 shares; 2024Q4: 996,942 shares; 2025Q1: 971,376 shares; 2025Q2: 935,127 shares; 2025Q3: 850,669 shares; 2025Q4: 877,665 shares; 2026Q1: 861,222 shares; 2026Q2: 867,455 shares 867,455 $25.2M 0.16% +6,233 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913,398 shares; 2024Q4: 931,780 shares; 2025Q1: 966,309 shares; 2025Q2: 867,095 shares; 2025Q3: 224,653 shares; 2025Q4: 168,610 shares; 2026Q1: not reported; 2026Q2: 98,807 shares 98,807 $24.9M 0.16% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,285 shares; 2024Q4: 87,664 shares; 2025Q1: not reported; 2025Q2: 103,789 shares; 2025Q3: 109,857 shares; 2025Q4: 108,435 shares; 2026Q1: 103,851 shares; 2026Q2: 98,903 shares 98,903 $24.9M 0.16% -4,948 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,185 shares; 2024Q4: 238,365 shares; 2025Q1: 393,324 shares; 2025Q2: 475,892 shares; 2025Q3: 331,718 shares; 2025Q4: 309,667 shares; 2026Q1: 266,927 shares; 2026Q2: 256,280 shares 256,280 $24.7M 0.15% -10,647 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,403 shares; 2024Q4: 99,232 shares; 2025Q1: not reported; 2025Q2: 129,824 shares; 2025Q3: 138,972 shares; 2025Q4: 171,587 shares; 2026Q1: 176,937 shares; 2026Q2: 164,400 shares 164,400 $24.4M 0.15% -12,537 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,618 shares; 2024Q4: 6,724 shares; 2025Q1: 7,859 shares; 2025Q2: 7,851 shares; 2025Q3: 7,474 shares; 2025Q4: 7,148 shares; 2026Q1: 7,133 shares; 2026Q2: 80,667 shares 80,667 $24.3M 0.15% +73,534 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,772 shares; 2026Q1: 88,794 shares; 2026Q2: 87,151 shares 87,151 $24.1M 0.15% -1,643 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,827 shares; 2024Q4: 110,317 shares; 2025Q1: not reported; 2025Q2: 123,718 shares; 2025Q3: 127,293 shares; 2025Q4: 132,844 shares; 2026Q1: 141,647 shares; 2026Q2: 173,746 shares 173,746 $23.8M 0.15% +32,099 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,816 shares; 2024Q4: 23,830 shares; 2025Q1: not reported; 2025Q2: 28,014 shares; 2025Q3: 29,103 shares; 2025Q4: 22,949 shares; 2026Q1: 24,133 shares; 2026Q2: 25,256 shares 25,256 $23.6M 0.15% +1,123 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,637 shares; 2025Q3: 34,566 shares; 2025Q4: not reported; 2026Q1: 38,377 shares; 2026Q2: 36,658 shares 36,658 $23.4M 0.15% -1,719 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,834 shares; 2024Q4: 166,729 shares; 2025Q1: 172,260 shares; 2025Q2: 171,561 shares; 2025Q3: 174,555 shares; 2025Q4: 176,189 shares; 2026Q1: 166,917 shares; 2026Q2: 163,472 shares 163,472 $23.3M 0.15% -3,445 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,525 shares; 2024Q4: 32,595 shares; 2025Q1: 27,878 shares; 2025Q2: 26,565 shares; 2025Q3: 25,652 shares; 2025Q4: 25,928 shares; 2026Q1: 32,083 shares; 2026Q2: 32,142 shares 32,142 $23.2M 0.15% +59 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,037 shares; 2024Q4: 123,243 shares; 2025Q1: 117,679 shares; 2025Q2: 136,476 shares; 2025Q3: 337,212 shares; 2025Q4: 382,973 shares; 2026Q1: not reported; 2026Q2: 499,621 shares 499,621 $22.9M 0.14% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,469 shares; 2024Q4: 83,998 shares; 2025Q1: 73,218 shares; 2025Q2: 86,939 shares; 2025Q3: 94,847 shares; 2025Q4: 95,748 shares; 2026Q1: 95,879 shares; 2026Q2: 93,111 shares 93,111 $22.6M 0.14% -2,768 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,946 shares; 2024Q4: 10,734 shares; 2025Q1: 11,311 shares; 2025Q2: 8,249 shares; 2025Q3: 7,808 shares; 2025Q4: 9,501 shares; 2026Q1: 9,192 shares; 2026Q2: 11,159 shares 11,159 $22.2M 0.14% +1,967 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,221 shares; 2024Q4: 168,232 shares; 2025Q1: not reported; 2025Q2: 175,667 shares; 2025Q3: 198,334 shares; 2025Q4: 197,888 shares; 2026Q1: 185,929 shares; 2026Q2: 188,877 shares 188,877 $22M 0.14% +2,948 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,392 shares; 2025Q1: not reported; 2025Q2: 88,861 shares; 2025Q3: 100,786 shares; 2025Q4: 110,952 shares; 2026Q1: 123,910 shares; 2026Q2: 128,762 shares 128,762 $21.9M 0.14% +4,852 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,909 shares; 2024Q4: 36,655 shares; 2025Q1: 98,787 shares; 2025Q2: 106,305 shares; 2025Q3: 165,443 shares; 2025Q4: 272,889 shares; 2026Q1: 323,902 shares; 2026Q2: 358,913 shares 358,913 $21.8M 0.14% +35,011 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,511 shares; 2024Q4: 109,464 shares; 2025Q1: 128,381 shares; 2025Q2: 157,722 shares; 2025Q3: 189,425 shares; 2025Q4: 213,918 shares; 2026Q1: 233,375 shares; 2026Q2: 264,616 shares 264,616 $21.8M 0.14% +31,241 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,177 shares; 2024Q4: 413,602 shares; 2025Q1: not reported; 2025Q2: 485,338 shares; 2025Q3: 553,486 shares; 2025Q4: 545,412 shares; 2026Q1: 544,229 shares; 2026Q2: 512,389 shares 512,389 $21.7M 0.14% -31,840 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,925 shares; 2024Q4: 53,121 shares; 2025Q1: not reported; 2025Q2: 49,507 shares; 2025Q3: 50,096 shares; 2025Q4: 50,439 shares; 2026Q1: 50,954 shares; 2026Q2: 41,853 shares 41,853 $21.5M 0.13% -9,101 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,052 shares; 2024Q4: 105,307 shares; 2025Q1: 145,717 shares; 2025Q2: 149,814 shares; 2025Q3: 165,368 shares; 2025Q4: 241,513 shares; 2026Q1: 289,692 shares; 2026Q2: 256,459 shares 256,459 $21.5M 0.13% -33,233 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,359 shares; 2024Q4: 155,206 shares; 2025Q1: not reported; 2025Q2: 194,290 shares; 2025Q3: 215,168 shares; 2025Q4: 233,189 shares; 2026Q1: 257,946 shares; 2026Q2: 291,044 shares 291,044 $21.3M 0.13% +33,098 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396,025 shares; 2024Q4: 463,821 shares; 2025Q1: 501,576 shares; 2025Q2: 392,790 shares; 2025Q3: 300,505 shares; 2025Q4: 305,490 shares; 2026Q1: 310,256 shares; 2026Q2: 306,440 shares 306,440 $21.3M 0.13% -3,816 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,729 shares; 2024Q4: 157,098 shares; 2025Q1: 115,826 shares; 2025Q2: 126,737 shares; 2025Q3: 157,620 shares; 2025Q4: 140,915 shares; 2026Q1: 158,604 shares; 2026Q2: 220,374 shares 220,374 $21.2M 0.13% +61,770 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,069 shares; 2024Q4: 281,147 shares; 2025Q1: 231,154 shares; 2025Q2: 240,919 shares; 2025Q3: 396,352 shares; 2025Q4: 385,647 shares; 2026Q1: 375,765 shares; 2026Q2: 366,031 shares 366,031 $21.1M 0.13% -9,734 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,430 shares; 2024Q4: 129,174 shares; 2025Q1: 154,396 shares; 2025Q2: 160,114 shares; 2025Q3: 193,137 shares; 2025Q4: 249,891 shares; 2026Q1: 307,356 shares; 2026Q2: 404,131 shares 404,131 $20.9M 0.13% +96,775 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,984 shares; 2024Q4: 184,528 shares; 2025Q1: not reported; 2025Q2: 200,835 shares; 2025Q3: 213,372 shares; 2025Q4: 209,571 shares; 2026Q1: 214,544 shares; 2026Q2: 216,735 shares 216,735 $20.7M 0.13% +2,191 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,009 shares; 2024Q4: 8,744 shares; 2025Q1: 6,341 shares; 2025Q2: 12,605 shares; 2025Q3: 12,195 shares; 2025Q4: 11,667 shares; 2026Q1: 12,072 shares; 2026Q2: 17,528 shares 17,528 $20.6M 0.13% +5,456 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,464 shares; 2024Q4: 22,284 shares; 2025Q1: 19,654 shares; 2025Q2: 21,270 shares; 2025Q3: 483,301 shares; 2025Q4: 492,214 shares; 2026Q1: 85,107 shares; 2026Q2: 84,794 shares 84,794 $20.6M 0.13% -313 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,148 shares; 2024Q4: 238,353 shares; 2025Q1: not reported; 2025Q2: 215,786 shares; 2025Q3: 204,577 shares; 2025Q4: 201,808 shares; 2026Q1: 205,208 shares; 2026Q2: 282,105 shares 282,105 $20.4M 0.13% +76,897 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,686 shares; 2025Q1: not reported; 2025Q2: 52,551 shares; 2025Q3: 61,559 shares; 2025Q4: 76,561 shares; 2026Q1: 105,945 shares; 2026Q2: 170,932 shares 170,932 $20M 0.12% +64,987 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,644 shares; 2024Q4: 121,479 shares; 2025Q1: 140,027 shares; 2025Q2: 174,031 shares; 2025Q3: 204,264 shares; 2025Q4: 229,451 shares; 2026Q1: 249,454 shares; 2026Q2: 283,605 shares 283,605 $19.8M 0.12% +34,151 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,815 shares; 2024Q4: 630,641 shares; 2025Q1: 657,942 shares; 2025Q2: 646,275 shares; 2025Q3: 679,028 shares; 2025Q4: 674,865 shares; 2026Q1: 679,168 shares; 2026Q2: 698,960 shares 698,960 $19.7M 0.12% +19,792 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,047 shares; 2024Q4: 361,643 shares; 2025Q1: 372,822 shares; 2025Q2: 352,058 shares; 2025Q3: 616,564 shares; 2025Q4: 602,287 shares; 2026Q1: 616,859 shares; 2026Q2: 683,982 shares 683,982 $19.4M 0.12% +67,123 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,858 shares; 2024Q4: 146,670 shares; 2025Q1: 141,471 shares; 2025Q2: not reported; 2025Q3: 153,732 shares; 2025Q4: 175,583 shares; 2026Q1: 198,425 shares; 2026Q2: 242,234 shares 242,234 $19.4M 0.12% +43,809 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,804 shares; 2026Q1: 63,234 shares; 2026Q2: 63,773 shares 63,773 $19.3M 0.12% +539 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,895 shares; 2024Q4: 82,691 shares; 2025Q1: 102,682 shares; 2025Q2: 130,800 shares; 2025Q3: 127,805 shares; 2025Q4: 129,646 shares; 2026Q1: 124,326 shares; 2026Q2: 185,638 shares 185,638 $19.3M 0.12% +61,312 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,327 shares; 2024Q4: 290,982 shares; 2025Q1: 290,720 shares; 2025Q2: 299,130 shares; 2025Q3: 352,707 shares; 2025Q4: 354,278 shares; 2026Q1: 383,902 shares; 2026Q2: 391,912 shares 391,912 $19M 0.12% +8,010 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,791 shares; 2024Q4: 100,826 shares; 2025Q1: 108,884 shares; 2025Q2: 113,307 shares; 2025Q3: 117,938 shares; 2025Q4: 114,629 shares; 2026Q1: not reported; 2026Q2: 104,709 shares 104,709 $18.9M 0.12% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,706 shares; 2024Q4: 213,979 shares; 2025Q1: not reported; 2025Q2: 304,441 shares; 2025Q3: 314,001 shares; 2025Q4: 365,293 shares; 2026Q1: 434,542 shares; 2026Q2: 451,343 shares 451,343 $18.9M 0.12% +16,801 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,650 shares; 2024Q4: 48,477 shares; 2025Q1: not reported; 2025Q2: 51,687 shares; 2025Q3: 53,920 shares; 2025Q4: 50,980 shares; 2026Q1: 52,721 shares; 2026Q2: 53,416 shares 53,416 $18.8M 0.12% +695 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,775 shares; 2024Q4: 62,913 shares; 2025Q1: 71,835 shares; 2025Q2: not reported; 2025Q3: 75,273 shares; 2025Q4: 83,631 shares; 2026Q1: 101,123 shares; 2026Q2: 98,778 shares 98,778 $18.7M 0.12% -2,345 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,624 shares; 2024Q4: 138,456 shares; 2025Q1: not reported; 2025Q2: 282,131 shares; 2025Q3: 331,141 shares; 2025Q4: 406,575 shares; 2026Q1: not reported; 2026Q2: 243,039 shares 243,039 $18.3M 0.11% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,553 shares; 2024Q4: 110,872 shares; 2025Q1: 53,549 shares; 2025Q2: 66,745 shares; 2025Q3: 104,032 shares; 2025Q4: 202,183 shares; 2026Q1: 212,892 shares; 2026Q2: 343,880 shares 343,880 $18.3M 0.11% +130,988 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,521 shares; 2024Q4: 26,765 shares; 2025Q1: 34,494 shares; 2025Q2: 31,776 shares; 2025Q3: 41,863 shares; 2025Q4: 243,147 shares; 2026Q1: not reported; 2026Q2: 359,233 shares 359,233 $18.1M 0.11% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,687 shares; 2024Q4: 10,167 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,140 shares; 2025Q4: 13,885 shares; 2026Q1: not reported; 2026Q2: 17,690 shares 17,690 $17.9M 0.11% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,325 shares; 2024Q4: 206,962 shares; 2025Q1: 215,173 shares; 2025Q2: 233,048 shares; 2025Q3: 238,973 shares; 2025Q4: 249,868 shares; 2026Q1: 260,365 shares; 2026Q2: 271,602 shares 271,602 $17.6M 0.11% +11,237 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324,056 shares; 2024Q4: 277,432 shares; 2025Q1: 359,991 shares; 2025Q2: 435,611 shares; 2025Q3: 461,046 shares; 2025Q4: 614,926 shares; 2026Q1: 635,767 shares; 2026Q2: 660,318 shares 660,318 $17.3M 0.11% +24,551 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604,825 shares; 2024Q4: 590,800 shares; 2025Q1: 609,472 shares; 2025Q2: not reported; 2025Q3: 393,123 shares; 2025Q4: 411,793 shares; 2026Q1: 443,658 shares; 2026Q2: 515,103 shares 515,103 $17.2M 0.11% +71,445 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,725 shares; 2024Q4: 306,307 shares; 2025Q1: 318,469 shares; 2025Q2: 309,875 shares; 2025Q3: 311,857 shares; 2025Q4: 310,476 shares; 2026Q1: 311,576 shares; 2026Q2: 350,562 shares 350,562 $17.2M 0.11% +38,986 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,369 shares; 2024Q4: 65,883 shares; 2025Q1: 74,803 shares; 2025Q2: 86,529 shares; 2025Q3: 95,269 shares; 2025Q4: 110,145 shares; 2026Q1: 124,025 shares; 2026Q2: 119,558 shares 119,558 $16.7M 0.1% -4,467 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,921 shares; 2024Q4: 86,154 shares; 2025Q1: 89,774 shares; 2025Q2: 87,318 shares; 2025Q3: 112,476 shares; 2025Q4: 111,134 shares; 2026Q1: 110,050 shares; 2026Q2: 113,504 shares 113,504 $16.6M 0.1% +3,454 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,287 shares; 2024Q4: 24,264 shares; 2025Q1: 27,717 shares; 2025Q2: 49,571 shares; 2025Q3: 86,303 shares; 2025Q4: 84,625 shares; 2026Q1: 52,037 shares; 2026Q2: 54,474 shares 54,474 $16.4M 0.1% +2,437 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,112 shares; 2024Q4: 318,047 shares; 2025Q1: 306,992 shares; 2025Q2: 294,976 shares; 2025Q3: 317,693 shares; 2025Q4: 347,634 shares; 2026Q1: 221,793 shares; 2026Q2: 277,019 shares 277,019 $16.3M 0.1% +55,226 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,831 shares; 2025Q1: 63,272 shares; 2025Q2: 127,778 shares; 2025Q3: 145,921 shares; 2025Q4: 152,736 shares; 2026Q1: 164,272 shares; 2026Q2: 162,647 shares 162,647 $16.3M 0.1% -1,625 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,559 shares; 2024Q4: 18,342 shares; 2025Q1: 11,439 shares; 2025Q2: 83,065 shares; 2025Q3: 79,746 shares; 2025Q4: 91,785 shares; 2026Q1: 116,612 shares; 2026Q2: 160,029 shares 160,029 $16.1M 0.1% +43,417 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496,743 shares; 2024Q4: 1,527,961 shares; 2025Q1: not reported; 2025Q2: 1,741,499 shares; 2025Q3: 1,616,234 shares; 2025Q4: not reported; 2026Q1: 609,551 shares; 2026Q2: 616,806 shares 616,806 $15.7M 0.1% +7,255 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,494 shares; 2024Q4: 369,341 shares; 2025Q1: 385,795 shares; 2025Q2: 406,406 shares; 2025Q3: 405,479 shares; 2025Q4: 655,084 shares; 2026Q1: 588,172 shares; 2026Q2: 770,757 shares 770,757 $15.7M 0.1% +182,585 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,245 shares; 2024Q4: 19,086 shares; 2025Q1: 21,892 shares; 2025Q2: 23,432 shares; 2025Q3: 24,388 shares; 2025Q4: 247,565 shares; 2026Q1: 267,560 shares; 2026Q2: 218,000 shares 218,000 $15.6M 0.1% -49,560 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,622 shares; 2024Q4: 32,034 shares; 2025Q1: 32,862 shares; 2025Q2: not reported; 2025Q3: 27,600 shares; 2025Q4: 25,924 shares; 2026Q1: 29,418 shares; 2026Q2: 37,087 shares 37,087 $15.4M 0.1% +7,669 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,932 shares; 2024Q4: 29,300 shares; 2025Q1: 56,078 shares; 2025Q2: 63,774 shares; 2025Q3: 65,361 shares; 2025Q4: 68,012 shares; 2026Q1: 69,995 shares; 2026Q2: 73,558 shares 73,558 $15.4M 0.1% +3,563 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,190 shares; 2024Q4: 200,960 shares; 2025Q1: 183,747 shares; 2025Q2: 195,806 shares; 2025Q3: 201,841 shares; 2025Q4: 208,973 shares; 2026Q1: 229,370 shares; 2026Q2: 257,279 shares 257,279 $15.4M 0.1% +27,909 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,062 shares; 2024Q4: 71,306 shares; 2025Q1: 80,800 shares; 2025Q2: 89,678 shares; 2025Q3: 96,510 shares; 2025Q4: 120,710 shares; 2026Q1: 93,169 shares; 2026Q2: 96,413 shares 96,413 $15.2M 0.1% +3,244 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,792 shares; 2024Q4: 41,126 shares; 2025Q1: 83,019 shares; 2025Q2: 25,722 shares; 2025Q3: 23,728 shares; 2025Q4: 22,008 shares; 2026Q1: 139,997 shares; 2026Q2: 71,392 shares 71,392 $15.2M 0.09% -68,605 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,455 shares; 2024Q4: 184,742 shares; 2025Q1: 189,745 shares; 2025Q2: 194,442 shares; 2025Q3: 201,829 shares; 2025Q4: 218,396 shares; 2026Q1: not reported; 2026Q2: 224,715 shares 224,715 $15.2M 0.09% new Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,835 shares; 2025Q1: 62,489 shares; 2025Q2: 114,049 shares; 2025Q3: 162,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 327,312 shares 327,312 $15.1M 0.09% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,347 shares; 2026Q1: 295,831 shares; 2026Q2: 322,942 shares 322,942 $14.9M 0.09% +27,111 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,568 shares; 2024Q4: 15,840 shares; 2025Q1: 18,721 shares; 2025Q2: 18,308 shares; 2025Q3: 20,726 shares; 2025Q4: 21,642 shares; 2026Q1: 21,196 shares; 2026Q2: 23,193 shares 23,193 $14.9M 0.09% +1,997 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517,017 shares; 2024Q4: 2,714,696 shares; 2025Q1: 2,147,305 shares; 2025Q2: 237,992 shares; 2025Q3: 82,275 shares; 2025Q4: 80,716 shares; 2026Q1: 87,042 shares; 2026Q2: 144,637 shares 144,637 $14.8M 0.09% +57,595 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,068 shares; 2024Q4: 207,656 shares; 2025Q1: 209,801 shares; 2025Q2: 212,063 shares; 2025Q3: 222,547 shares; 2025Q4: not reported; 2026Q1: 251,157 shares; 2026Q2: 348,193 shares 348,193 $14.7M 0.09% +97,036 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,778 shares; 2024Q4: 137,927 shares; 2025Q1: 217,622 shares; 2025Q2: 223,720 shares; 2025Q3: 199,103 shares; 2025Q4: 183,717 shares; 2026Q1: 239,827 shares; 2026Q2: 309,924 shares 309,924 $14.7M 0.09% +70,097 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,138 shares; 2025Q1: not reported; 2025Q2: 70,058 shares; 2025Q3: 77,782 shares; 2025Q4: 118,460 shares; 2026Q1: 166,019 shares; 2026Q2: 416,634 shares 416,634 $14.2M 0.09% +250,615 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,023 shares; 2024Q4: 326,441 shares; 2025Q1: 370,459 shares; 2025Q2: 373,269 shares; 2025Q3: 463,466 shares; 2025Q4: 512,915 shares; 2026Q1: 568,086 shares; 2026Q2: 567,584 shares 567,584 $14.2M 0.09% -502 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,224 shares; 2024Q4: 79,915 shares; 2025Q1: 135,501 shares; 2025Q2: 242,051 shares; 2025Q3: 175,636 shares; 2025Q4: 171,550 shares; 2026Q1: 172,361 shares; 2026Q2: 132,034 shares 132,034 $14.1M 0.09% -40,327 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,328 shares; 2024Q4: 168,901 shares; 2025Q1: 193,233 shares; 2025Q2: 204,094 shares; 2025Q3: 221,229 shares; 2025Q4: not reported; 2026Q1: 270,922 shares; 2026Q2: 302,623 shares 302,623 $14.1M 0.09% +31,701 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,329 shares; 2024Q4: 90,248 shares; 2025Q1: not reported; 2025Q2: 78,861 shares; 2025Q3: 84,767 shares; 2025Q4: 88,750 shares; 2026Q1: 146,396 shares; 2026Q2: 171,523 shares 171,523 $14.1M 0.09% +25,127 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,162 shares; 2024Q4: 70,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,083 shares; 2026Q1: 129,614 shares; 2026Q2: 149,031 shares 149,031 $13.9M 0.09% +19,417 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,206 shares; 2024Q4: 75,213 shares; 2025Q1: 77,591 shares; 2025Q2: 89,396 shares; 2025Q3: 92,938 shares; 2025Q4: 93,960 shares; 2026Q1: 95,858 shares; 2026Q2: 91,038 shares 91,038 $13.8M 0.09% -4,820 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,851 shares; 2024Q4: 47,543 shares; 2025Q1: 54,315 shares; 2025Q2: 60,056 shares; 2025Q3: 70,683 shares; 2025Q4: 74,819 shares; 2026Q1: 42,093 shares; 2026Q2: 40,352 shares 40,352 $13.8M 0.09% -1,741 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,867 shares; 2024Q4: 94,603 shares; 2025Q1: not reported; 2025Q2: 58,150 shares; 2025Q3: 76,989 shares; 2025Q4: 82,292 shares; 2026Q1: 108,975 shares; 2026Q2: 106,866 shares 106,866 $13.7M 0.09% -2,109 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,909 shares; 2026Q1: 2,459 shares; 2026Q2: 5,999 shares 5,999 $13.6M 0.09% +3,540 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,928 shares; 2026Q1: 156,447 shares; 2026Q2: 254,893 shares 254,893 $13.6M 0.09% +98,446 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,866 shares; 2024Q4: 252,896 shares; 2025Q1: 249,932 shares; 2025Q2: 257,495 shares; 2025Q3: 284,859 shares; 2025Q4: not reported; 2026Q1: 313,840 shares; 2026Q2: 249,207 shares 249,207 $13.6M 0.09% -64,633 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,873 shares; 2024Q4: 156,256 shares; 2025Q1: 175,983 shares; 2025Q2: 194,509 shares; 2025Q3: 207,406 shares; 2025Q4: not reported; 2026Q1: 233,380 shares; 2026Q2: 238,698 shares 238,698 $13.6M 0.08% +5,318 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,922 shares; 2024Q4: 48,064 shares; 2025Q1: 49,433 shares; 2025Q2: 45,949 shares; 2025Q3: 46,646 shares; 2025Q4: 46,221 shares; 2026Q1: 46,639 shares; 2026Q2: 36,794 shares 36,794 $13.6M 0.08% -9,845 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,139 shares; 2024Q4: 52,768 shares; 2025Q1: 41,685 shares; 2025Q2: 39,325 shares; 2025Q3: 49,178 shares; 2025Q4: 63,774 shares; 2026Q1: 85,543 shares; 2026Q2: 105,501 shares 105,501 $13.5M 0.08% +19,958 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,556 shares; 2024Q4: 144,577 shares; 2025Q1: 170,669 shares; 2025Q2: 212,291 shares; 2025Q3: 254,902 shares; 2025Q4: 336,978 shares; 2026Q1: 367,941 shares; 2026Q2: 335,625 shares 335,625 $13.5M 0.08% -32,316 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,996 shares; 2024Q4: 221,524 shares; 2025Q1: 335,247 shares; 2025Q2: 343,257 shares; 2025Q3: 385,981 shares; 2025Q4: 280,257 shares; 2026Q1: not reported; 2026Q2: 438,413 shares 438,413 $13.4M 0.08% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,947 shares; 2024Q4: 61,983 shares; 2025Q1: 63,518 shares; 2025Q2: 60,953 shares; 2025Q3: 62,359 shares; 2025Q4: 66,515 shares; 2026Q1: 66,876 shares; 2026Q2: 67,620 shares 67,620 $13.4M 0.08% +744 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,605 shares; 2024Q4: 82,201 shares; 2025Q1: 84,831 shares; 2025Q2: 88,979 shares; 2025Q3: 165,341 shares; 2025Q4: 172,957 shares; 2026Q1: 174,482 shares; 2026Q2: 160,539 shares 160,539 $13.2M 0.08% -13,943 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,443 shares; 2024Q4: 221,712 shares; 2025Q1: 248,082 shares; 2025Q2: 334,921 shares; 2025Q3: 363,930 shares; 2025Q4: 320,874 shares; 2026Q1: 349,407 shares; 2026Q2: 308,258 shares 308,258 $13.1M 0.08% -41,149 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,688 shares; 2024Q4: 16,934 shares; 2025Q1: 20,984 shares; 2025Q2: 24,566 shares; 2025Q3: 23,409 shares; 2025Q4: 22,613 shares; 2026Q1: 25,030 shares; 2026Q2: 147,710 shares 147,710 $12.7M 0.08% +122,680 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,839 shares; 2024Q4: 116,006 shares; 2025Q1: 117,801 shares; 2025Q2: 351,256 shares; 2025Q3: 387,778 shares; 2025Q4: 360,322 shares; 2026Q1: 377,494 shares; 2026Q2: 404,248 shares 404,248 $12.6M 0.08% +26,754 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,485 shares; 2025Q1: 1,826 shares; 2025Q2: 1,885 shares; 2025Q3: 1,889 shares; 2025Q4: 2,580 shares; 2026Q1: not reported; 2026Q2: 142,411 shares 142,411 $12.5M 0.08% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,127 shares; 2026Q1: 132,978 shares; 2026Q2: 141,070 shares 141,070 $12.5M 0.08% +8,092 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567,026 shares; 2024Q4: 521,308 shares; 2025Q1: 513,668 shares; 2025Q2: 594,111 shares; 2025Q3: 703,779 shares; 2025Q4: 730,645 shares; 2026Q1: 741,792 shares; 2026Q2: 536,959 shares 536,959 $12.4M 0.08% -204,833 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,115 shares; 2024Q4: 62,687 shares; 2025Q1: 91,504 shares; 2025Q2: 93,122 shares; 2025Q3: 92,793 shares; 2025Q4: not reported; 2026Q1: 90,753 shares; 2026Q2: 91,479 shares 91,479 $12.4M 0.08% +726 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,720 shares; 2024Q4: 30,917 shares; 2025Q1: 31,400 shares; 2025Q2: 32,815 shares; 2025Q3: 33,989 shares; 2025Q4: 34,580 shares; 2026Q1: 32,079 shares; 2026Q2: 30,462 shares 30,462 $12.3M 0.08% -1,617 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,015 shares; 2024Q4: 58,163 shares; 2025Q1: not reported; 2025Q2: 561,729 shares; 2025Q3: 994,293 shares; 2025Q4: 1,007,306 shares; 2026Q1: 37,573 shares; 2026Q2: 33,370 shares 33,370 $12.2M 0.08% -4,203 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,851 shares; 2024Q4: 92,829 shares; 2025Q1: 102,492 shares; 2025Q2: 134,390 shares; 2025Q3: 116,664 shares; 2025Q4: 224,175 shares; 2026Q1: 209,529 shares; 2026Q2: 239,922 shares 239,922 $12.2M 0.08% +30,393 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,046 shares; 2024Q4: 117,284 shares; 2025Q1: 115,909 shares; 2025Q2: 94,867 shares; 2025Q3: 82,693 shares; 2025Q4: 85,007 shares; 2026Q1: 102,078 shares; 2026Q2: 114,097 shares 114,097 $12.1M 0.08% +12,019 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,621 shares; 2024Q4: 59,346 shares; 2025Q1: 69,729 shares; 2025Q2: 74,793 shares; 2025Q3: 78,036 shares; 2025Q4: 79,458 shares; 2026Q1: 68,202 shares; 2026Q2: 68,568 shares 68,568 $12.1M 0.08% +366 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: 4,221 shares; 2026Q1: 72,724 shares; 2026Q2: 60,490 shares 60,490 $12.1M 0.08% -12,234 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,176 shares; 2024Q4: 198,243 shares; 2025Q1: 266,829 shares; 2025Q2: 266,551 shares; 2025Q3: 271,273 shares; 2025Q4: 333,022 shares; 2026Q1: 120,922 shares; 2026Q2: 123,876 shares 123,876 $11.9M 0.07% +2,954 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,693 shares; 2025Q1: 324,429 shares; 2025Q2: 289,843 shares; 2025Q3: 347,300 shares; 2025Q4: 335,467 shares; 2026Q1: 353,223 shares; 2026Q2: 356,282 shares 356,282 $11.9M 0.07% +3,059 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,010 shares; 2024Q4: 30,101 shares; 2025Q1: not reported; 2025Q2: 46,082 shares; 2025Q3: 89,411 shares; 2025Q4: 111,943 shares; 2026Q1: 124,859 shares; 2026Q2: 145,118 shares 145,118 $11.9M 0.07% +20,259 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,775 shares; 2024Q4: 21,714 shares; 2025Q1: 22,167 shares; 2025Q2: 22,905 shares; 2025Q3: 24,537 shares; 2025Q4: 23,256 shares; 2026Q1: 24,254 shares; 2026Q2: 22,830 shares 22,830 $11.8M 0.07% -1,424 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,160 shares; 2024Q4: 104,157 shares; 2025Q1: 100,739 shares; 2025Q2: 94,974 shares; 2025Q3: 112,231 shares; 2025Q4: 149,561 shares; 2026Q1: 162,840 shares; 2026Q2: 159,629 shares 159,629 $11.7M 0.07% -3,211 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,366 shares; 2024Q4: 120,843 shares; 2025Q1: not reported; 2025Q2: 145,656 shares; 2025Q3: 152,308 shares; 2025Q4: 143,006 shares; 2026Q1: not reported; 2026Q2: 141,500 shares 141,500 $11.7M 0.07% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,662 shares; 2024Q4: 8,741 shares; 2025Q1: 15,075 shares; 2025Q2: 15,717 shares; 2025Q3: 14,810 shares; 2025Q4: 14,649 shares; 2026Q1: 12,671 shares; 2026Q2: 11,915 shares 11,915 $11.7M 0.07% -756 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,571 shares; 2024Q4: 45,688 shares; 2025Q1: 56,422 shares; 2025Q2: 62,680 shares; 2025Q3: 161,291 shares; 2025Q4: 176,932 shares; 2026Q1: 185,111 shares; 2026Q2: 173,804 shares 173,804 $11.6M 0.07% -11,307 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,679 shares; 2024Q4: 6,012 shares; 2025Q1: 6,313 shares; 2025Q2: 7,518 shares; 2025Q3: 8,242 shares; 2025Q4: 10,823 shares; 2026Q1: 10,031 shares; 2026Q2: 11,861 shares 11,861 $11.4M 0.07% +1,830 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,341 shares; 2024Q4: 337,600 shares; 2025Q1: not reported; 2025Q2: 554,689 shares; 2025Q3: 580,212 shares; 2025Q4: 512,882 shares; 2026Q1: 556,785 shares; 2026Q2: 549,219 shares 549,219 $11.4M 0.07% -7,566 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,207 shares; 2024Q4: 23,780 shares; 2025Q1: not reported; 2025Q2: 29,763 shares; 2025Q3: 37,246 shares; 2025Q4: 72,387 shares; 2026Q1: 194,126 shares; 2026Q2: 213,516 shares 213,516 $11.4M 0.07% +19,390 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,783 shares; 2024Q4: 24,426 shares; 2025Q1: 42,455 shares; 2025Q2: 45,101 shares; 2025Q3: 44,942 shares; 2025Q4: 46,705 shares; 2026Q1: 43,370 shares; 2026Q2: 46,609 shares 46,609 $11.1M 0.07% +3,239 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,289 shares; 2024Q4: 13,520 shares; 2025Q1: 14,047 shares; 2025Q2: 12,984 shares; 2025Q3: 13,127 shares; 2025Q4: 21,316 shares; 2026Q1: not reported; 2026Q2: 25,727 shares 25,727 $11M 0.07% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,072 shares; 2024Q4: 15,028 shares; 2025Q1: 15,028 shares; 2025Q2: 15,053 shares; 2025Q3: 15,349 shares; 2025Q4: 14,762 shares; 2026Q1: 15,185 shares; 2026Q2: 15,108 shares 15,108 $10.9M 0.07% -77 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,713 shares; 2024Q4: 112,527 shares; 2025Q1: 121,829 shares; 2025Q2: 178,793 shares; 2025Q3: 147,527 shares; 2025Q4: 137,771 shares; 2026Q1: 143,873 shares; 2026Q2: 128,105 shares 128,105 $10.6M 0.07% -15,768 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,188 shares; 2024Q4: 34,781 shares; 2025Q1: 36,499 shares; 2025Q2: 38,210 shares; 2025Q3: 82,085 shares; 2025Q4: 105,150 shares; 2026Q1: 100,043 shares; 2026Q2: 426,837 shares 426,837 $10.5M 0.07% +326,794 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,658 shares; 2025Q4: 42,329 shares; 2026Q1: 52,450 shares; 2026Q2: 54,576 shares 54,576 $10.5M 0.07% +2,126 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,726 shares; 2024Q4: 14,348 shares; 2025Q1: 16,000 shares; 2025Q2: 20,890 shares; 2025Q3: 19,176 shares; 2025Q4: 17,445 shares; 2026Q1: 17,440 shares; 2026Q2: 20,294 shares 20,294 $10.5M 0.07% +2,854 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,772 shares; 2024Q4: 367,703 shares; 2025Q1: 372,947 shares; 2025Q2: 517,426 shares; 2025Q3: 238,783 shares; 2025Q4: 367,554 shares; 2026Q1: 468,814 shares; 2026Q2: 404,902 shares 404,902 $10.4M 0.06% -63,912 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,306 shares; 2024Q4: 18,144 shares; 2025Q1: 26,698 shares; 2025Q2: 59,092 shares; 2025Q3: 70,814 shares; 2025Q4: not reported; 2026Q1: 99,529 shares; 2026Q2: 189,811 shares 189,811 $10.4M 0.06% +90,282 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,641 shares; 2024Q4: 41,019 shares; 2025Q1: not reported; 2025Q2: 50,599 shares; 2025Q3: 50,974 shares; 2025Q4: not reported; 2026Q1: 49,419 shares; 2026Q2: 51,702 shares 51,702 $10.3M 0.06% +2,283 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,624 shares; 2024Q4: 204,398 shares; 2025Q1: 211,349 shares; 2025Q2: 214,836 shares; 2025Q3: 218,767 shares; 2025Q4: 231,771 shares; 2026Q1: 237,625 shares; 2026Q2: 235,610 shares 235,610 $10.3M 0.06% -2,015 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,203 shares; 2024Q4: 57,962 shares; 2025Q1: not reported; 2025Q2: 97,097 shares; 2025Q3: 121,652 shares; 2025Q4: 120,522 shares; 2026Q1: 177,179 shares; 2026Q2: 108,452 shares 108,452 $10.3M 0.06% -68,727 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,772 shares; 2025Q2: 14,705 shares; 2025Q3: not reported; 2025Q4: 64,473 shares; 2026Q1: not reported; 2026Q2: 146,940 shares 146,940 $10.2M 0.06% new Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,139 shares; 2025Q4: 331,020 shares; 2026Q1: 295,814 shares; 2026Q2: 290,840 shares 290,840 $10.2M 0.06% -4,974 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,065 shares; 2024Q4: 11,250 shares; 2025Q1: not reported; 2025Q2: 12,677 shares; 2025Q3: 19,868 shares; 2025Q4: 24,958 shares; 2026Q1: 26,554 shares; 2026Q2: 30,175 shares 30,175 $10.1M 0.06% +3,621 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,404 shares; 2024Q4: 34,744 shares; 2025Q1: 39,064 shares; 2025Q2: 31,066 shares; 2025Q3: 30,469 shares; 2025Q4: 31,005 shares; 2026Q1: 28,037 shares; 2026Q2: 27,835 shares 27,835 $10.1M 0.06% -202 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,783 shares; 2026Q2: 53,856 shares 53,856 $10.1M 0.06% +1,073 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,265 shares; 2024Q4: 20,844 shares; 2025Q1: 23,905 shares; 2025Q2: 28,276 shares; 2025Q3: 24,538 shares; 2025Q4: 25,657 shares; 2026Q1: 29,827 shares; 2026Q2: 29,504 shares 29,504 $10.1M 0.06% -323 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,123 shares; 2025Q4: 101,386 shares; 2026Q1: 169,874 shares; 2026Q2: 168,153 shares 168,153 $10M 0.06% -1,721 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,978 shares; 2024Q4: 118,598 shares; 2025Q1: 155,622 shares; 2025Q2: 152,970 shares; 2025Q3: 109,779 shares; 2025Q4: 151,218 shares; 2026Q1: 142,317 shares; 2026Q2: 63,237 shares 63,237 $10M 0.06% -79,080 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,743 shares; 2024Q4: 29,095 shares; 2025Q1: 34,686 shares; 2025Q2: 46,756 shares; 2025Q3: 55,245 shares; 2025Q4: 59,633 shares; 2026Q1: 65,057 shares; 2026Q2: 68,326 shares 68,326 $10M 0.06% +3,269 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,295 shares; 2024Q4: 174,861 shares; 2025Q1: 182,304 shares; 2025Q2: 184,829 shares; 2025Q3: 168,845 shares; 2025Q4: 175,706 shares; 2026Q1: 153,727 shares; 2026Q2: 165,280 shares 165,280 $9.98M 0.06% +11,553 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,815 shares; 2024Q4: 145,522 shares; 2025Q1: not reported; 2025Q2: 140,163 shares; 2025Q3: 118,299 shares; 2025Q4: 117,468 shares; 2026Q1: 115,973 shares; 2026Q2: 113,232 shares 113,232 $9.94M 0.06% -2,741 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,274 shares; 2024Q4: 10,707 shares; 2025Q1: 24,207 shares; 2025Q2: not reported; 2025Q3: 30,971 shares; 2025Q4: 32,089 shares; 2026Q1: 36,602 shares; 2026Q2: 36,796 shares 36,796 $9.89M 0.06% +194 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,393 shares; 2024Q4: 26,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,328 shares; 2025Q4: 30,000 shares; 2026Q1: 32,439 shares; 2026Q2: 122,426 shares 122,426 $9.86M 0.06% +89,987 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,153 shares; 2024Q4: 34,430 shares; 2025Q1: 36,488 shares; 2025Q2: 35,512 shares; 2025Q3: 33,426 shares; 2025Q4: 34,855 shares; 2026Q1: 33,188 shares; 2026Q2: 35,074 shares 35,074 $9.54M 0.06% +1,886 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,769 shares; 2024Q4: 151,333 shares; 2025Q1: not reported; 2025Q2: 160,647 shares; 2025Q3: 151,307 shares; 2025Q4: 418,736 shares; 2026Q1: 365,552 shares; 2026Q2: 391,687 shares 391,687 $9.52M 0.06% +26,135 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,947 shares; 2024Q4: 187,895 shares; 2025Q1: 278,941 shares; 2025Q2: 331,946 shares; 2025Q3: 399,501 shares; 2025Q4: 295,120 shares; 2026Q1: 541,312 shares; 2026Q2: 470,144 shares 470,144 $9.49M 0.06% -71,168 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,157 shares; 2024Q4: 26,517 shares; 2025Q1: 53,650 shares; 2025Q2: 68,380 shares; 2025Q3: 68,348 shares; 2025Q4: not reported; 2026Q1: 70,195 shares; 2026Q2: 64,345 shares 64,345 $9.4M 0.06% -5,850 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,812 shares; 2025Q1: 5,289 shares; 2025Q2: 5,958 shares; 2025Q3: 20,831 shares; 2025Q4: 49,474 shares; 2026Q1: 89,691 shares; 2026Q2: 104,888 shares 104,888 $9.35M 0.06% +15,197 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,109 shares; 2024Q4: 84,080 shares; 2025Q1: 100,540 shares; 2025Q2: 109,722 shares; 2025Q3: 109,064 shares; 2025Q4: 109,571 shares; 2026Q1: 114,970 shares; 2026Q2: 113,450 shares 113,450 $9.22M 0.06% -1,520 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,495 shares; 2024Q4: 20,024 shares; 2025Q1: 23,895 shares; 2025Q2: 27,966 shares; 2025Q3: 28,461 shares; 2025Q4: 29,972 shares; 2026Q1: 33,471 shares; 2026Q2: 32,738 shares 32,738 $9.21M 0.06% -733 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,268 shares; 2024Q4: 36,373 shares; 2025Q1: 33,074 shares; 2025Q2: 55,485 shares; 2025Q3: 58,513 shares; 2025Q4: 70,824 shares; 2026Q1: 62,839 shares; 2026Q2: 55,875 shares 55,875 $9.2M 0.06% -6,964 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,334 shares; 2024Q4: 273,365 shares; 2025Q1: 129,342 shares; 2025Q2: 348,063 shares; 2025Q3: 174,629 shares; 2025Q4: 112,406 shares; 2026Q1: 113,449 shares; 2026Q2: 119,253 shares 119,253 $9.04M 0.06% +5,804 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,875 shares; 2024Q4: 28,753 shares; 2025Q1: 40,533 shares; 2025Q2: 74,728 shares; 2025Q3: 78,816 shares; 2025Q4: 80,979 shares; 2026Q1: 80,415 shares; 2026Q2: 71,241 shares 71,241 $9M 0.06% -9,174 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,602 shares; 2024Q4: 22,081 shares; 2025Q1: 26,513 shares; 2025Q2: 36,120 shares; 2025Q3: 37,935 shares; 2025Q4: 39,547 shares; 2026Q1: 19,219 shares; 2026Q2: 108,152 shares 108,152 $8.94M 0.06% +88,933 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,079 shares; 2024Q4: 167,806 shares; 2025Q1: not reported; 2025Q2: 146,525 shares; 2025Q3: 150,663 shares; 2025Q4: 156,784 shares; 2026Q1: 170,421 shares; 2026Q2: 143,210 shares 143,210 $8.91M 0.06% -27,211 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,774 shares; 2024Q4: 209,870 shares; 2025Q1: 138,539 shares; 2025Q2: not reported; 2025Q3: 2,897 shares; 2025Q4: not reported; 2026Q1: 107,325 shares; 2026Q2: 104,605 shares 104,605 $8.85M 0.06% -2,720 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,816 shares; 2025Q1: not reported; 2025Q2: 11,769 shares; 2025Q3: 11,289 shares; 2025Q4: 11,093 shares; 2026Q1: 9,323 shares; 2026Q2: 9,162 shares 9,162 $8.81M 0.06% -161 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,488 shares; 2024Q4: 5,821 shares; 2025Q1: 8,709 shares; 2025Q2: 9,265 shares; 2025Q3: 9,254 shares; 2025Q4: 11,719 shares; 2026Q1: not reported; 2026Q2: 12,326 shares 12,326 $8.79M 0.05% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,511 shares; 2024Q4: 51,086 shares; 2025Q1: not reported; 2025Q2: 73,668 shares; 2025Q3: 74,524 shares; 2025Q4: not reported; 2026Q1: 84,670 shares; 2026Q2: 127,935 shares 127,935 $8.75M 0.05% +43,265 Timeline JUSA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130,243 shares 130,243 $8.75M 0.05% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,498 shares; 2024Q4: 23,101 shares; 2025Q1: 62,038 shares; 2025Q2: 78,806 shares; 2025Q3: 79,811 shares; 2025Q4: 205,600 shares; 2026Q1: not reported; 2026Q2: 142,136 shares 142,136 $8.74M 0.05% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148,104 shares; 2025Q2: 149,248 shares; 2025Q3: not reported; 2025Q4: 64,732 shares; 2026Q1: 236,225 shares; 2026Q2: 389,874 shares 389,874 $8.73M 0.05% +153,649 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,176 shares; 2024Q4: 211,821 shares; 2025Q1: 218,536 shares; 2025Q2: 214,076 shares; 2025Q3: 217,864 shares; 2025Q4: not reported; 2026Q1: 223,273 shares; 2026Q2: 235,909 shares 235,909 $8.69M 0.05% +12,636 Timeline IBIK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,579 shares; 2024Q4: 65,103 shares; 2025Q1: not reported; 2025Q2: 53,910 shares; 2025Q3: 78,865 shares; 2025Q4: 84,964 shares; 2026Q1: 187,619 shares; 2026Q2: 335,015 shares 335,015 $8.67M 0.05% +147,396 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,040 shares; 2026Q1: 31,138 shares; 2026Q2: 358,800 shares 358,800 $8.66M 0.05% +327,662 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,560 shares; 2024Q4: 24,679 shares; 2025Q1: not reported; 2025Q2: 62,646 shares; 2025Q3: 60,447 shares; 2025Q4: 60,291 shares; 2026Q1: 51,413 shares; 2026Q2: 42,899 shares 42,899 $8.61M 0.05% -8,514 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,770 shares; 2024Q4: 106,384 shares; 2025Q1: 136,994 shares; 2025Q2: 153,220 shares; 2025Q3: 177,887 shares; 2025Q4: 255,761 shares; 2026Q1: 436,570 shares; 2026Q2: 396,112 shares 396,112 $8.58M 0.05% -40,458 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,285 shares; 2024Q4: 9,212 shares; 2025Q1: not reported; 2025Q2: 11,759 shares; 2025Q3: 22,407 shares; 2025Q4: 25,234 shares; 2026Q1: 29,025 shares; 2026Q2: 32,883 shares 32,883 $8.4M 0.05% +3,858 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,524 shares; 2024Q4: 128,152 shares; 2025Q1: 110,067 shares; 2025Q2: 101,524 shares; 2025Q3: 129,951 shares; 2025Q4: 134,479 shares; 2026Q1: 133,353 shares; 2026Q2: 178,322 shares 178,322 $8.38M 0.05% +44,969 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,034 shares; 2025Q2: 138,031 shares; 2025Q3: 160,866 shares; 2025Q4: 105,046 shares; 2026Q1: 126,581 shares; 2026Q2: 139,482 shares 139,482 $8.36M 0.05% +12,901 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,372 shares; 2025Q2: 67,409 shares; 2025Q3: 76,437 shares; 2025Q4: 84,804 shares; 2026Q1: 94,352 shares; 2026Q2: 107,695 shares 107,695 $8.11M 0.05% +13,343 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,352 shares; 2024Q4: 13,062 shares; 2025Q1: not reported; 2025Q2: 11,396 shares; 2025Q3: 11,385 shares; 2025Q4: 11,317 shares; 2026Q1: not reported; 2026Q2: 23,502 shares 23,502 $8.08M 0.05% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,817 shares; 2024Q4: 62,259 shares; 2025Q1: 65,592 shares; 2025Q2: 66,647 shares; 2025Q3: 79,343 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,537 shares 63,537 $8.04M 0.05% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,550 shares; 2024Q4: 43,965 shares; 2025Q1: 61,401 shares; 2025Q2: 73,534 shares; 2025Q3: 80,174 shares; 2025Q4: 104,222 shares; 2026Q1: 124,621 shares; 2026Q2: 155,785 shares 155,785 $7.95M 0.05% +31,164 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,540 shares; 2024Q4: 39,246 shares; 2025Q1: 46,615 shares; 2025Q2: 41,729 shares; 2025Q3: 44,409 shares; 2025Q4: 47,501 shares; 2026Q1: 54,372 shares; 2026Q2: 54,986 shares 54,986 $7.95M 0.05% +614 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,687 shares; 2024Q4: 20,732 shares; 2025Q1: not reported; 2025Q2: 22,681 shares; 2025Q3: 26,161 shares; 2025Q4: 29,079 shares; 2026Q1: 29,338 shares; 2026Q2: 29,090 shares 29,090 $7.86M 0.05% -248 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,082 shares; 2024Q4: 16,055 shares; 2025Q1: not reported; 2025Q2: 17,391 shares; 2025Q3: 18,121 shares; 2025Q4: 18,776 shares; 2026Q1: 21,323 shares; 2026Q2: 41,753 shares 41,753 $7.85M 0.05% +20,430 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,858 shares; 2024Q4: 12,197 shares; 2025Q1: 12,470 shares; 2025Q2: not reported; 2025Q3: 11,197 shares; 2025Q4: 11,169 shares; 2026Q1: 10,190 shares; 2026Q2: 10,286 shares 10,286 $7.85M 0.05% +96 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,797 shares; 2025Q1: 69,644 shares; 2025Q2: not reported; 2025Q3: 120,766 shares; 2025Q4: 132,807 shares; 2026Q1: 158,902 shares; 2026Q2: 143,923 shares 143,923 $7.84M 0.05% -14,979 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,807 shares; 2024Q4: 100,996 shares; 2025Q1: 135,792 shares; 2025Q2: 140,313 shares; 2025Q3: 135,158 shares; 2025Q4: 148,804 shares; 2026Q1: 148,744 shares; 2026Q2: 154,498 shares 154,498 $7.82M 0.05% +5,754 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,404 shares; 2024Q4: 25,266 shares; 2025Q1: 27,995 shares; 2025Q2: 22,972 shares; 2025Q3: 21,862 shares; 2025Q4: 22,190 shares; 2026Q1: 23,563 shares; 2026Q2: 23,070 shares 23,070 $7.8M 0.05% -493 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,349 shares; 2024Q4: 42,169 shares; 2025Q1: 84,748 shares; 2025Q2: 70,596 shares; 2025Q3: 105,572 shares; 2025Q4: 142,121 shares; 2026Q1: not reported; 2026Q2: 96,631 shares 96,631 $7.67M 0.05% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,115 shares; 2024Q4: 38,015 shares; 2025Q1: 27,308 shares; 2025Q2: 47,051 shares; 2025Q3: 44,834 shares; 2025Q4: 46,801 shares; 2026Q1: 47,592 shares; 2026Q2: 46,392 shares 46,392 $7.62M 0.05% -1,200 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,869 shares; 2024Q4: 47,774 shares; 2025Q1: 48,156 shares; 2025Q2: 46,794 shares; 2025Q3: 39,356 shares; 2025Q4: 40,646 shares; 2026Q1: 38,053 shares; 2026Q2: 44,794 shares 44,794 $7.57M 0.05% +6,741 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,129 shares; 2024Q4: 14,384 shares; 2025Q1: 7,656 shares; 2025Q2: 79,490 shares; 2025Q3: 84,667 shares; 2025Q4: 96,712 shares; 2026Q1: 68,092 shares; 2026Q2: 68,472 shares 68,472 $7.55M 0.05% +380 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668,707 shares; 2024Q4: 767,634 shares; 2025Q1: not reported; 2025Q2: 76,957 shares; 2025Q3: 89,174 shares; 2025Q4: not reported; 2026Q1: 97,312 shares; 2026Q2: 86,756 shares 86,756 $7.5M 0.05% -10,556 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,570 shares; 2024Q4: 125,360 shares; 2025Q1: not reported; 2025Q2: 89,095 shares; 2025Q3: 149,955 shares; 2025Q4: 87,462 shares; 2026Q1: 257,385 shares; 2026Q2: 318,528 shares 318,528 $7.49M 0.05% +61,143 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,197 shares; 2024Q4: 12,507 shares; 2025Q1: 13,817 shares; 2025Q2: 18,291 shares; 2025Q3: 15,516 shares; 2025Q4: 15,563 shares; 2026Q1: 22,521 shares; 2026Q2: 24,984 shares 24,984 $7.45M 0.05% +2,463 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,503 shares; 2024Q4: 35,166 shares; 2025Q1: 11,288 shares; 2025Q2: 10,187 shares; 2025Q3: 11,343 shares; 2025Q4: 80,694 shares; 2026Q1: 90,751 shares; 2026Q2: 98,802 shares 98,802 $7.4M 0.05% +8,051 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830 shares; 2024Q4: 3,146 shares; 2025Q1: 2,825 shares; 2025Q2: not reported; 2025Q3: 3,619 shares; 2025Q4: 3,529 shares; 2026Q1: 3,752 shares; 2026Q2: 3,726 shares 3,726 $7.38M 0.05% -26 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,329 shares; 2024Q4: 38,331 shares; 2025Q1: 34,751 shares; 2025Q2: 73,398 shares; 2025Q3: 103,544 shares; 2025Q4: 92,685 shares; 2026Q1: 98,467 shares; 2026Q2: 71,523 shares 71,523 $7.35M 0.05% -26,944 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,600 shares; 2024Q4: 78,553 shares; 2025Q1: 87,104 shares; 2025Q2: 91,228 shares; 2025Q3: 93,206 shares; 2025Q4: 105,745 shares; 2026Q1: 115,807 shares; 2026Q2: 149,089 shares 149,089 $7.35M 0.05% +33,282 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,343 shares; 2024Q4: 83,253 shares; 2025Q1: 68,300 shares; 2025Q2: not reported; 2025Q3: 72,033 shares; 2025Q4: 118,310 shares; 2026Q1: not reported; 2026Q2: 62,624 shares 62,624 $7.34M 0.05% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,484 shares; 2024Q4: 87,234 shares; 2025Q1: 98,526 shares; 2025Q2: 109,461 shares; 2025Q3: 99,577 shares; 2025Q4: 113,617 shares; 2026Q1: 128,511 shares; 2026Q2: 164,708 shares 164,708 $7.33M 0.05% +36,197 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,356 shares; 2024Q4: 279,854 shares; 2025Q1: not reported; 2025Q2: 275,440 shares; 2025Q3: 263,741 shares; 2025Q4: 280,584 shares; 2026Q1: 259,538 shares; 2026Q2: 316,044 shares 316,044 $7.31M 0.05% +56,506 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,147 shares; 2024Q4: 10,109 shares; 2025Q1: 13,626 shares; 2025Q2: 1,722,609 shares; 2025Q3: 1,766,685 shares; 2025Q4: 1,808,188 shares; 2026Q1: 1,991,200 shares; 2026Q2: 144,065 shares 144,065 $7.29M 0.05% -1,847,135 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,168 shares; 2024Q4: 931,020 shares; 2025Q1: not reported; 2025Q2: 861,845 shares; 2025Q3: 765,930 shares; 2025Q4: not reported; 2026Q1: 230,384 shares; 2026Q2: 227,279 shares 227,279 $7.21M 0.05% -3,105 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,666 shares; 2024Q4: 38,350 shares; 2025Q1: 41,726 shares; 2025Q2: 46,077 shares; 2025Q3: 38,275 shares; 2025Q4: 29,389 shares; 2026Q1: 20,585 shares; 2026Q2: 14,657 shares 14,657 $7.19M 0.04% -5,928 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,646 shares; 2025Q4: 95,201 shares; 2026Q1: 146,441 shares; 2026Q2: 176,121 shares 176,121 $7.15M 0.04% +29,680 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,586 shares; 2024Q4: 13,149 shares; 2025Q1: 12,818 shares; 2025Q2: 11,919 shares; 2025Q3: 12,069 shares; 2025Q4: 13,053 shares; 2026Q1: 15,799 shares; 2026Q2: 17,947 shares 17,947 $7.13M 0.04% +2,148 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,458 shares; 2024Q4: 63,315 shares; 2025Q1: 66,515 shares; 2025Q2: not reported; 2025Q3: 111,230 shares; 2025Q4: not reported; 2026Q1: 149,318 shares; 2026Q2: 174,563 shares 174,563 $7.09M 0.04% +25,245 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,748 shares; 2024Q4: 12,761 shares; 2025Q1: not reported; 2025Q2: 43,896 shares; 2025Q3: 50,188 shares; 2025Q4: 61,384 shares; 2026Q1: not reported; 2026Q2: 89,169 shares 89,169 $7.05M 0.04% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,695 shares; 2024Q4: 23,063 shares; 2025Q1: 43,092 shares; 2025Q2: 90,651 shares; 2025Q3: 102,875 shares; 2025Q4: 117,309 shares; 2026Q1: 134,558 shares; 2026Q2: 133,002 shares 133,002 $7.02M 0.04% -1,556 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,534 shares; 2024Q4: 89,530 shares; 2025Q1: 90,183 shares; 2025Q2: not reported; 2025Q3: 90,717 shares; 2025Q4: not reported; 2026Q1: 98,934 shares; 2026Q2: 130,926 shares 130,926 $7.02M 0.04% +31,992 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,143 shares; 2024Q4: 70,226 shares; 2025Q1: 73,299 shares; 2025Q2: 45,093 shares; 2025Q3: 50,107 shares; 2025Q4: 61,677 shares; 2026Q1: 75,139 shares; 2026Q2: 72,886 shares 72,886 $7.01M 0.04% -2,253 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,133 shares; 2024Q4: not reported; 2025Q1: 23,450 shares; 2025Q2: 52,779 shares; 2025Q3: 63,462 shares; 2025Q4: 73,295 shares; 2026Q1: 73,685 shares; 2026Q2: 74,976 shares 74,976 $7M 0.04% +1,291 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,830 shares; 2024Q4: 24,484 shares; 2025Q1: 24,916 shares; 2025Q2: 23,816 shares; 2025Q3: 22,032 shares; 2025Q4: 19,422 shares; 2026Q1: 18,528 shares; 2026Q2: 42,982 shares 42,982 $6.97M 0.04% +24,454 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,746 shares; 2024Q4: 212,995 shares; 2025Q1: not reported; 2025Q2: 50,171 shares; 2025Q3: 115,479 shares; 2025Q4: 127,064 shares; 2026Q1: 35,356 shares; 2026Q2: 57,947 shares 57,947 $6.89M 0.04% +22,591 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,851 shares; 2024Q4: 43,127 shares; 2025Q1: 46,508 shares; 2025Q2: 55,319 shares; 2025Q3: 52,892 shares; 2025Q4: 48,579 shares; 2026Q1: 48,906 shares; 2026Q2: 43,915 shares 43,915 $6.88M 0.04% -4,991 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,815 shares; 2024Q4: 68,524 shares; 2025Q1: 77,731 shares; 2025Q2: 88,126 shares; 2025Q3: 101,074 shares; 2025Q4: 113,430 shares; 2026Q1: 125,962 shares; 2026Q2: 144,563 shares 144,563 $6.85M 0.04% +18,601 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,171 shares; 2024Q4: 17,891 shares; 2025Q1: 21,041 shares; 2025Q2: not reported; 2025Q3: 18,644 shares; 2025Q4: 16,777 shares; 2026Q1: 15,954 shares; 2026Q2: 13,914 shares 13,914 $6.83M 0.04% -2,040 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,961 shares; 2024Q4: 19,305 shares; 2025Q1: 20,288 shares; 2025Q2: 19,657 shares; 2025Q3: 22,245 shares; 2025Q4: 20,090 shares; 2026Q1: 15,425 shares; 2026Q2: 13,405 shares 13,405 $6.83M 0.04% -2,020 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,043 shares; 2024Q4: 72,499 shares; 2025Q1: 78,784 shares; 2025Q2: not reported; 2025Q3: 90,683 shares; 2025Q4: 93,635 shares; 2026Q1: 94,686 shares; 2026Q2: 93,905 shares 93,905 $6.76M 0.04% -781 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; 2024Q3: 57,364 shares; 2024Q4: 38,127 shares; 2025Q1: 35,641 shares; 2025Q2: not reported; 2025Q3: 28,116 shares; 2025Q4: 33,900 shares; 2026Q1: 70,693 shares; 2026Q2: 112,518 shares 112,518 $6.63M 0.04% +41,825 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,782 shares; 2024Q4: 8,009 shares; 2025Q1: 9,907 shares; 2025Q2: 11,458 shares; 2025Q3: 13,508 shares; 2025Q4: 17,207 shares; 2026Q1: 27,084 shares; 2026Q2: 43,369 shares 43,369 $6.6M 0.04% +16,285 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,907 shares; 2024Q4: 77,851 shares; 2025Q1: 85,972 shares; 2025Q2: 99,881 shares; 2025Q3: 139,181 shares; 2025Q4: 153,714 shares; 2026Q1: 170,761 shares; 2026Q2: 239,430 shares 239,430 $6.58M 0.04% +68,669 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,600 shares; 2025Q4: 121,745 shares; 2026Q1: 138,967 shares; 2026Q2: 184,496 shares 184,496 $6.5M 0.04% +45,529 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,283 shares; 2025Q4: not reported; 2026Q1: 173,490 shares; 2026Q2: 251,000 shares 251,000 $6.49M 0.04% +77,510 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,627 shares; 2024Q4: 5,333 shares; 2025Q1: not reported; 2025Q2: 6,826 shares; 2025Q3: 6,729 shares; 2025Q4: 7,225 shares; 2026Q1: 8,075 shares; 2026Q2: 7,815 shares 7,815 $6.49M 0.04% -260 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,940 shares; 2024Q4: 15,724 shares; 2025Q1: 19,591 shares; 2025Q2: not reported; 2025Q3: 18,264 shares; 2025Q4: 18,416 shares; 2026Q1: 16,630 shares; 2026Q2: 16,302 shares 16,302 $6.48M 0.04% -328 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,833 shares; 2024Q4: 51,740 shares; 2025Q1: not reported; 2025Q2: 67,128 shares; 2025Q3: 76,142 shares; 2025Q4: 163,154 shares; 2026Q1: 151,614 shares; 2026Q2: 142,834 shares 142,834 $6.48M 0.04% -8,780 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,519 shares; 2024Q4: 47,014 shares; 2025Q1: 48,147 shares; 2025Q2: 47,949 shares; 2025Q3: 58,821 shares; 2025Q4: 58,555 shares; 2026Q1: 57,929 shares; 2026Q2: 55,424 shares 55,424 $6.47M 0.04% -2,505 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,297 shares; 2025Q1: 30,780 shares; 2025Q2: 32,421 shares; 2025Q3: 31,334 shares; 2025Q4: 77,193 shares; 2026Q1: 103,675 shares; 2026Q2: 127,268 shares 127,268 $6.45M 0.04% +23,593 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,538 shares; 2024Q4: 66,911 shares; 2025Q1: 54,837 shares; 2025Q2: 75,731 shares; 2025Q3: 67,544 shares; 2025Q4: 65,698 shares; 2026Q1: not reported; 2026Q2: 82,972 shares 82,972 $6.43M 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,192 shares; 2024Q4: 28,091 shares; 2025Q1: 29,372 shares; 2025Q2: 30,790 shares; 2025Q3: 31,531 shares; 2025Q4: 35,161 shares; 2026Q1: 39,890 shares; 2026Q2: 34,591 shares 34,591 $6.39M 0.04% -5,299 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,410 shares; 2024Q4: 8,437 shares; 2025Q1: 11,530 shares; 2025Q2: 13,717 shares; 2025Q3: 14,752 shares; 2025Q4: 26,365 shares; 2026Q1: 90,692 shares; 2026Q2: 57,798 shares 57,798 $6.38M 0.04% -32,894 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,977 shares; 2025Q1: 38,604 shares; 2025Q2: 66,594 shares; 2025Q3: 80,520 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 164,507 shares 164,507 $6.38M 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,294 shares; 2024Q4: 40,077 shares; 2025Q1: 37,398 shares; 2025Q2: 40,744 shares; 2025Q3: 33,162 shares; 2025Q4: 33,835 shares; 2026Q1: not reported; 2026Q2: 61,172 shares 61,172 $6.36M 0.04% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,111 shares; 2024Q4: 28,065 shares; 2025Q1: 18,702 shares; 2025Q2: 20,721 shares; 2025Q3: 18,751 shares; 2025Q4: 20,858 shares; 2026Q1: 31,673 shares; 2026Q2: 37,356 shares 37,356 $6.36M 0.04% +5,683 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,440 shares; 2025Q1: 7,178 shares; 2025Q2: 14,116 shares; 2025Q3: 2,141 shares; 2025Q4: not reported; 2026Q1: 9,034 shares; 2026Q2: 69,737 shares 69,737 $6.32M 0.04% +60,703 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,219 shares; 2024Q4: 92,561 shares; 2025Q1: not reported; 2025Q2: 116,008 shares; 2025Q3: 119,892 shares; 2025Q4: not reported; 2026Q1: 120,998 shares; 2026Q2: 125,064 shares 125,064 $6.32M 0.04% +4,066 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,791 shares; 2024Q4: 73,308 shares; 2025Q1: 78,829 shares; 2025Q2: 91,352 shares; 2025Q3: 89,912 shares; 2025Q4: 88,845 shares; 2026Q1: 75,634 shares; 2026Q2: 68,407 shares 68,407 $6.21M 0.04% -7,227 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,123 shares; 2024Q4: 154,297 shares; 2025Q1: not reported; 2025Q2: 345,625 shares; 2025Q3: 426,022 shares; 2025Q4: 441,801 shares; 2026Q1: 450,201 shares; 2026Q2: 448,674 shares 448,674 $6.19M 0.04% -1,527 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 269,867 shares 269,867 $6.18M 0.04% 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; 2024Q3: 3,243 shares; 2024Q4: 2,075 shares; 2025Q1: 16,631 shares; 2025Q2: 153,601 shares; 2025Q3: 155,201 shares; 2025Q4: 17,680 shares; 2026Q1: not reported; 2026Q2: 60,345 shares 60,345 $6.17M 0.04% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,841 shares; 2024Q4: 15,186 shares; 2025Q1: not reported; 2025Q2: 34,066 shares; 2025Q3: 60,384 shares; 2025Q4: 89,248 shares; 2026Q1: 104,631 shares; 2026Q2: 112,723 shares 112,723 $6.09M 0.04% +8,092 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,798 shares; 2024Q4: 9,978 shares; 2025Q1: 12,499 shares; 2025Q2: 14,949 shares; 2025Q3: 15,577 shares; 2025Q4: not reported; 2026Q1: 16,920 shares; 2026Q2: 18,440 shares 18,440 $6.09M 0.04% +1,520 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,049 shares; 2026Q2: 30,765 shares 30,765 $6.06M 0.04% +11,716 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,275 shares; 2025Q2: 56,475 shares; 2025Q3: 64,494 shares; 2025Q4: 72,656 shares; 2026Q1: 80,172 shares; 2026Q2: 92,431 shares 92,431 $6.06M 0.04% +12,259 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,398 shares; 2024Q4: 13,366 shares; 2025Q1: 13,474 shares; 2025Q2: 21,829 shares; 2025Q3: 28,834 shares; 2025Q4: 36,379 shares; 2026Q1: not reported; 2026Q2: 27,239 shares 27,239 $6.01M 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,166 shares; 2024Q4: 16,873 shares; 2025Q1: 15,331 shares; 2025Q2: 11,926 shares; 2025Q3: 11,507 shares; 2025Q4: 11,381 shares; 2026Q1: 11,519 shares; 2026Q2: 11,955 shares 11,955 $5.99M 0.04% +436 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,453 shares; 2024Q4: 3,212 shares; 2025Q1: 2,808 shares; 2025Q2: 3,621 shares; 2025Q3: 5,063 shares; 2025Q4: 3,886 shares; 2026Q1: 4,142 shares; 2026Q2: 49,937 shares 49,937 $5.97M 0.04% +45,795 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,753 shares; 2024Q4: 56,654 shares; 2025Q1: not reported; 2025Q2: 57,009 shares; 2025Q3: 56,281 shares; 2025Q4: 52,030 shares; 2026Q1: 50,126 shares; 2026Q2: 58,085 shares 58,085 $5.94M 0.04% +7,959 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,248 shares; 2024Q4: 31,006 shares; 2025Q1: 34,246 shares; 2025Q2: 24,587 shares; 2025Q3: 23,910 shares; 2025Q4: 24,352 shares; 2026Q1: 19,125 shares; 2026Q2: 19,343 shares 19,343 $5.92M 0.04% +218 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,002 shares; 2024Q4: 29,174 shares; 2025Q1: not reported; 2025Q2: 36,670 shares; 2025Q3: 43,234 shares; 2025Q4: not reported; 2026Q1: 65,945 shares; 2026Q2: 68,420 shares 68,420 $5.85M 0.04% +2,475 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,129 shares; 2024Q4: 252,236 shares; 2025Q1: not reported; 2025Q2: 264,106 shares; 2025Q3: 278,376 shares; 2025Q4: 271,876 shares; 2026Q1: 299,448 shares; 2026Q2: 325,730 shares 325,730 $5.82M 0.04% +26,282 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,905 shares; 2024Q4: 62,609 shares; 2025Q1: 62,963 shares; 2025Q2: 64,013 shares; 2025Q3: 64,924 shares; 2025Q4: 61,476 shares; 2026Q1: 60,608 shares; 2026Q2: 58,855 shares 58,855 $5.79M 0.04% -1,753 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,073 shares; 2024Q4: 58,777 shares; 2025Q1: 59,829 shares; 2025Q2: 37,735 shares; 2025Q3: 32,388 shares; 2025Q4: 24,658 shares; 2026Q1: 19,767 shares; 2026Q2: 19,334 shares 19,334 $5.76M 0.04% -433 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,958 shares; 2024Q4: 14,354 shares; 2025Q1: 14,645 shares; 2025Q2: 32,704 shares; 2025Q3: 31,806 shares; 2025Q4: 34,020 shares; 2026Q1: 36,450 shares; 2026Q2: 33,625 shares 33,625 $5.7M 0.04% -2,825 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,645 shares; 2024Q4: 109,353 shares; 2025Q1: 105,489 shares; 2025Q2: 100,570 shares; 2025Q3: 98,810 shares; 2025Q4: 90,203 shares; 2026Q1: not reported; 2026Q2: 78,732 shares 78,732 $5.68M 0.04% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,287 shares; 2024Q4: 24,646 shares; 2025Q1: 25,890 shares; 2025Q2: 44,641 shares; 2025Q3: 48,646 shares; 2025Q4: 50,013 shares; 2026Q1: 49,640 shares; 2026Q2: 54,798 shares 54,798 $5.67M 0.04% +5,158 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,284 shares; 2024Q4: 11,486 shares; 2025Q1: 13,319 shares; 2025Q2: 17,116 shares; 2025Q3: 18,022 shares; 2025Q4: 19,549 shares; 2026Q1: 23,805 shares; 2026Q2: 26,050 shares 26,050 $5.64M 0.04% +2,245 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,081 shares; 2024Q4: 6,492 shares; 2025Q1: 8,589 shares; 2025Q2: 7,114 shares; 2025Q3: 7,410 shares; 2025Q4: 7,937 shares; 2026Q1: 5,769 shares; 2026Q2: 20,932 shares 20,932 $5.62M 0.04% +15,163 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,094 shares; 2024Q4: 417,139 shares; 2025Q1: 465,468 shares; 2025Q2: 464,183 shares; 2025Q3: 528,890 shares; 2025Q4: 481,133 shares; 2026Q1: 213,178 shares; 2026Q2: 181,522 shares 181,522 $5.54M 0.03% -31,656 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,471 shares; 2024Q4: 10,613 shares; 2025Q1: 11,597 shares; 2025Q2: 12,527 shares; 2025Q3: 14,066 shares; 2025Q4: 15,459 shares; 2026Q1: 18,059 shares; 2026Q2: 17,583 shares 17,583 $5.54M 0.03% -476 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,137 shares; 2024Q4: 116,307 shares; 2025Q1: 113,777 shares; 2025Q2: 118,458 shares; 2025Q3: 120,371 shares; 2025Q4: 129,748 shares; 2026Q1: 89,132 shares; 2026Q2: 85,384 shares 85,384 $5.51M 0.03% -3,748 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,810 shares; 2024Q4: 55,909 shares; 2025Q1: not reported; 2025Q2: 55,279 shares; 2025Q3: 54,746 shares; 2025Q4: 57,546 shares; 2026Q1: 58,293 shares; 2026Q2: 56,915 shares 56,915 $5.44M 0.03% -1,378 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,260 shares; 2024Q4: 379,002 shares; 2025Q1: 436,818 shares; 2025Q2: 461,058 shares; 2025Q3: 475,170 shares; 2025Q4: 406,849 shares; 2026Q1: 336,564 shares; 2026Q2: 290,163 shares 290,163 $5.42M 0.03% -46,401 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 5,115 shares; 2025Q1: 9,610 shares; 2025Q2: 12,175 shares; 2025Q3: 16,991 shares; 2025Q4: 26,089 shares; 2026Q1: 30,119 shares; 2026Q2: 30,337 shares 30,337 $5.42M 0.03% +218 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,831 shares; 2026Q2: 16,329 shares 16,329 $5.41M 0.03% +11,498 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,623 shares; 2025Q1: 44,846 shares; 2025Q2: 71,785 shares; 2025Q3: 77,305 shares; 2025Q4: 74,656 shares; 2026Q1: 83,312 shares; 2026Q2: 159,441 shares 159,441 $5.39M 0.03% +76,129 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680,165 shares; 2025Q4: 662,834 shares; 2026Q1: 646,686 shares; 2026Q2: 653,816 shares 653,816 $5.38M 0.03% +7,130 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,768 shares; 2025Q3: 18,143 shares; 2025Q4: 23,081 shares; 2026Q1: 32,116 shares; 2026Q2: 37,418 shares 37,418 $5.37M 0.03% +5,302 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,226 shares; 2024Q4: 106,050 shares; 2025Q1: not reported; 2025Q2: 157,050 shares; 2025Q3: 196,932 shares; 2025Q4: 237,963 shares; 2026Q1: 261,974 shares; 2026Q2: 220,927 shares 220,927 $5.32M 0.03% -41,047 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,224 shares; 2024Q4: 112,335 shares; 2025Q1: 10,513 shares; 2025Q2: 8,545 shares; 2025Q3: 7,943 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211,768 shares 211,768 $5.29M 0.03% new Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,724 shares; 2024Q4: 114,352 shares; 2025Q1: not reported; 2025Q2: 135,623 shares; 2025Q3: 132,506 shares; 2025Q4: not reported; 2026Q1: 127,347 shares; 2026Q2: 74,156 shares 74,156 $5.28M 0.03% -53,191 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,148 shares; 2025Q1: 23,435 shares; 2025Q2: 25,249 shares; 2025Q3: 24,827 shares; 2025Q4: 25,348 shares; 2026Q1: 24,122 shares; 2026Q2: 29,829 shares 29,829 $5.27M 0.03% +5,707 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,519 shares; 2024Q4: 10,372 shares; 2025Q1: 11,685 shares; 2025Q2: 9,863 shares; 2025Q3: 10,086 shares; 2025Q4: 15,259 shares; 2026Q1: 16,723 shares; 2026Q2: 14,865 shares 14,865 $5.27M 0.03% -1,858 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,015 shares; 2024Q4: 35,466 shares; 2025Q1: 35,356 shares; 2025Q2: not reported; 2025Q3: 37,118 shares; 2025Q4: 38,089 shares; 2026Q1: not reported; 2026Q2: 38,869 shares 38,869 $5.26M 0.03% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,607 shares; 2024Q4: 60,039 shares; 2025Q1: 79,224 shares; 2025Q2: 148,338 shares; 2025Q3: 161,830 shares; 2025Q4: 171,328 shares; 2026Q1: 133,267 shares; 2026Q2: 116,092 shares 116,092 $5.24M 0.03% -17,175 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: 1,923 shares; 2025Q4: 13,859 shares; 2026Q1: 16,386 shares; 2026Q2: 15,119 shares 15,119 $5.22M 0.03% -1,267 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,603 shares; 2024Q4: 7,172 shares; 2025Q1: 7,802 shares; 2025Q2: 40,837 shares; 2025Q3: 55,211 shares; 2025Q4: 55,809 shares; 2026Q1: 61,999 shares; 2026Q2: 63,116 shares 63,116 $5.21M 0.03% +1,117 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,157 shares; 2025Q1: 8,142 shares; 2025Q2: 17,043 shares; 2025Q3: 17,567 shares; 2025Q4: 23,232 shares; 2026Q1: not reported; 2026Q2: 25,849 shares 25,849 $5.21M 0.03% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 90,265 shares; 2025Q1: 116,647 shares; 2025Q2: 139,124 shares; 2025Q3: 132,164 shares; 2025Q4: 158,228 shares; 2026Q1: 238,105 shares; 2026Q2: 249,548 shares 249,548 $5.2M 0.03% +11,443 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,251 shares; 2025Q1: 12,879 shares; 2025Q2: 24,492 shares; 2025Q3: 32,499 shares; 2025Q4: not reported; 2026Q1: 195,719 shares; 2026Q2: 207,484 shares 207,484 $5.2M 0.03% +11,765 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,627 shares; 2024Q4: 13,000 shares; 2025Q1: not reported; 2025Q2: 10,416 shares; 2025Q3: 13,846 shares; 2025Q4: 26,139 shares; 2026Q1: 27,353 shares; 2026Q2: 20,345 shares 20,345 $5.18M 0.03% -7,008 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,646 shares; 2024Q4: 6,293 shares; 2025Q1: 6,847 shares; 2025Q2: 7,070 shares; 2025Q3: 35,519 shares; 2025Q4: 33,305 shares; 2026Q1: 29,520 shares; 2026Q2: 29,389 shares 29,389 $5.16M 0.03% -131 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,861 shares; 2024Q4: 25,364 shares; 2025Q1: 28,072 shares; 2025Q2: 34,464 shares; 2025Q3: 34,696 shares; 2025Q4: 28,841 shares; 2026Q1: 21,943 shares; 2026Q2: 23,568 shares 23,568 $5.15M 0.03% +1,625 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,249 shares; 2024Q4: 45,604 shares; 2025Q1: not reported; 2025Q2: 47,640 shares; 2025Q3: 47,522 shares; 2025Q4: not reported; 2026Q1: 46,646 shares; 2026Q2: 44,389 shares 44,389 $5.1M 0.03% -2,257 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,687 shares; 2024Q4: 29,895 shares; 2025Q1: 32,867 shares; 2025Q2: 31,302 shares; 2025Q3: 34,298 shares; 2025Q4: 35,189 shares; 2026Q1: 33,952 shares; 2026Q2: 37,113 shares 37,113 $5.08M 0.03% +3,161 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,987 shares; 2024Q4: 14,454 shares; 2025Q1: 15,339 shares; 2025Q2: 15,362 shares; 2025Q3: 15,043 shares; 2025Q4: 13,807 shares; 2026Q1: 11,911 shares; 2026Q2: 10,198 shares 10,198 $5.07M 0.03% -1,713 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,159 shares; 2024Q4: 65,747 shares; 2025Q1: 68,974 shares; 2025Q2: 69,458 shares; 2025Q3: 69,487 shares; 2025Q4: 80,721 shares; 2026Q1: not reported; 2026Q2: 67,784 shares 67,784 $5.04M 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,233 shares; 2024Q4: 10,184 shares; 2025Q1: 10,163 shares; 2025Q2: 11,511 shares; 2025Q3: 13,408 shares; 2025Q4: 15,793 shares; 2026Q1: 15,927 shares; 2026Q2: 21,020 shares 21,020 $5M 0.03% +5,093 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,061 shares; 2024Q4: 22,427 shares; 2025Q1: 20,878 shares; 2025Q2: 14,900 shares; 2025Q3: 15,063 shares; 2025Q4: 16,822 shares; 2026Q1: 12,700 shares; 2026Q2: 13,208 shares 13,208 $4.96M 0.03% +508 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,114 shares; 2024Q4: 260,879 shares; 2025Q1: not reported; 2025Q2: 311,261 shares; 2025Q3: 373,812 shares; 2025Q4: 367,080 shares; 2026Q1: 295,801 shares; 2026Q2: 277,314 shares 277,314 $4.95M 0.03% -18,487 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,206 shares; 2024Q4: 13,456 shares; 2025Q1: 17,043 shares; 2025Q2: 17,071 shares; 2025Q3: 18,365 shares; 2025Q4: 22,788 shares; 2026Q1: 23,789 shares; 2026Q2: 21,771 shares 21,771 $4.94M 0.03% -2,018 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,501 shares; 2025Q1: not reported; 2025Q2: 5,838 shares; 2025Q3: 5,691 shares; 2025Q4: 8,121 shares; 2026Q1: 8,346 shares; 2026Q2: 5,845 shares 5,845 $4.91M 0.03% -2,501 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,323 shares; 2024Q4: 12,027 shares; 2025Q1: not reported; 2025Q2: 12,484 shares; 2025Q3: 12,689 shares; 2025Q4: 12,571 shares; 2026Q1: 16,836 shares; 2026Q2: 16,686 shares 16,686 $4.89M 0.03% -150 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,269 shares; 2025Q2: 38,576 shares; 2025Q3: 42,669 shares; 2025Q4: 44,706 shares; 2026Q1: 46,899 shares; 2026Q2: 40,249 shares 40,249 $4.89M 0.03% -6,650 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114,485 shares; 2025Q1: 147,413 shares; 2025Q2: 153,984 shares; 2025Q3: 157,502 shares; 2025Q4: 165,119 shares; 2026Q1: 115,315 shares; 2026Q2: 159,932 shares 159,932 $4.86M 0.03% +44,617 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,962 shares; 2024Q4: 13,718 shares; 2025Q1: 16,220 shares; 2025Q2: 13,120 shares; 2025Q3: 15,196 shares; 2025Q4: 16,393 shares; 2026Q1: 17,735 shares; 2026Q2: 18,604 shares 18,604 $4.84M 0.03% +869 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,859 shares; 2024Q4: 9,903 shares; 2025Q1: 9,928 shares; 2025Q2: 9,626 shares; 2025Q3: 8,619 shares; 2025Q4: 8,075 shares; 2026Q1: 8,266 shares; 2026Q2: 31,523 shares 31,523 $4.8M 0.03% +23,257 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,998 shares; 2024Q4: 241,672 shares; 2025Q1: 222,741 shares; 2025Q2: not reported; 2025Q3: 270,780 shares; 2025Q4: not reported; 2026Q1: 217,183 shares; 2026Q2: 191,292 shares 191,292 $4.79M 0.03% -25,891 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 243,081 shares 243,081 $4.78M 0.03% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,752 shares; 2024Q4: 29,536 shares; 2025Q1: 29,737 shares; 2025Q2: 25,438 shares; 2025Q3: 26,982 shares; 2025Q4: 25,129 shares; 2026Q1: 26,388 shares; 2026Q2: 26,394 shares 26,394 $4.75M 0.03% +6 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,354 shares; 2024Q4: 11,297 shares; 2025Q1: 10,576 shares; 2025Q2: 11,360 shares; 2025Q3: 11,733 shares; 2025Q4: 12,659 shares; 2026Q1: 13,211 shares; 2026Q2: 19,138 shares 19,138 $4.71M 0.03% +5,927 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,453 shares; 2025Q3: 233,255 shares; 2025Q4: 310,273 shares; 2026Q1: 343,674 shares; 2026Q2: 263,725 shares 263,725 $4.69M 0.03% -79,949 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,981 shares; 2024Q4: 159,536 shares; 2025Q1: not reported; 2025Q2: 91,873 shares; 2025Q3: 92,836 shares; 2025Q4: 106,224 shares; 2026Q1: 144,016 shares; 2026Q2: 173,182 shares 173,182 $4.65M 0.03% +29,166 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,934 shares; 2024Q4: 63,729 shares; 2025Q1: 118,317 shares; 2025Q2: 151,509 shares; 2025Q3: 149,790 shares; 2025Q4: 160,670 shares; 2026Q1: 157,329 shares; 2026Q2: 157,501 shares 157,501 $4.63M 0.03% +172 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,633 shares; 2024Q4: 20,360 shares; 2025Q1: 26,929 shares; 2025Q2: 22,480 shares; 2025Q3: 25,218 shares; 2025Q4: 30,211 shares; 2026Q1: 36,204 shares; 2026Q2: 46,547 shares 46,547 $4.62M 0.03% +10,343 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,107 shares; 2024Q4: 110,796 shares; 2025Q1: 110,188 shares; 2025Q2: 109,147 shares; 2025Q3: 111,212 shares; 2025Q4: 83,745 shares; 2026Q1: 84,023 shares; 2026Q2: 79,965 shares 79,965 $4.61M 0.03% -4,058 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,561 shares; 2024Q4: 5,615 shares; 2025Q1: 6,392 shares; 2025Q2: 6,360 shares; 2025Q3: 6,605 shares; 2025Q4: 6,313 shares; 2026Q1: 6,295 shares; 2026Q2: 6,007 shares 6,007 $4.55M 0.03% -288 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,988 shares; 2024Q4: 12,707 shares; 2025Q1: 14,247 shares; 2025Q2: 15,088 shares; 2025Q3: 14,782 shares; 2025Q4: 13,793 shares; 2026Q1: 13,080 shares; 2026Q2: 11,602 shares 11,602 $4.52M 0.03% -1,478 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,030 shares; 2024Q4: 35,288 shares; 2025Q1: not reported; 2025Q2: 121,100 shares; 2025Q3: 161,249 shares; 2025Q4: 183,164 shares; 2026Q1: 169,301 shares; 2026Q2: 114,267 shares 114,267 $4.52M 0.03% -55,034 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,661 shares; 2024Q4: 11,827 shares; 2025Q1: 26,047 shares; 2025Q2: 38,172 shares; 2025Q3: 56,169 shares; 2025Q4: 57,823 shares; 2026Q1: 57,530 shares; 2026Q2: 55,734 shares 55,734 $4.52M 0.03% -1,796 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,322 shares; 2024Q4: 13,776 shares; 2025Q1: not reported; 2025Q2: 33,503 shares; 2025Q3: 37,425 shares; 2025Q4: 34,039 shares; 2026Q1: 39,196 shares; 2026Q2: 39,982 shares 39,982 $4.47M 0.03% +786 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,618 shares; 2024Q4: 47,849 shares; 2025Q1: 51,663 shares; 2025Q2: 52,821 shares; 2025Q3: 54,566 shares; 2025Q4: 55,133 shares; 2026Q1: 54,675 shares; 2026Q2: 57,957 shares 57,957 $4.47M 0.03% +3,282 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,402 shares; 2024Q4: 37,734 shares; 2025Q1: 39,776 shares; 2025Q2: 37,586 shares; 2025Q3: 39,104 shares; 2025Q4: 31,672 shares; 2026Q1: not reported; 2026Q2: 32,015 shares 32,015 $4.39M 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,773 shares; 2024Q4: 35,278 shares; 2025Q1: 37,748 shares; 2025Q2: 37,192 shares; 2025Q3: 35,615 shares; 2025Q4: 34,745 shares; 2026Q1: 34,436 shares; 2026Q2: 38,319 shares 38,319 $4.38M 0.03% +3,883 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,092 shares; 2024Q4: 3,690 shares; 2025Q1: 3,770 shares; 2025Q2: 4,110 shares; 2025Q3: 4,374 shares; 2025Q4: 4,087 shares; 2026Q1: 3,343 shares; 2026Q2: 3,155 shares 3,155 $4.36M 0.03% -188 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,787 shares; 2025Q3: 4,996 shares; 2025Q4: 5,836 shares; 2026Q1: 8,114 shares; 2026Q2: 15,982 shares 15,982 $4.35M 0.03% +7,868 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,614 shares; 2024Q4: 15,935 shares; 2025Q1: 14,684 shares; 2025Q2: 13,814 shares; 2025Q3: 15,096 shares; 2025Q4: 15,419 shares; 2026Q1: 17,510 shares; 2026Q2: 16,945 shares 16,945 $4.33M 0.03% -565 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,289 shares; 2024Q4: 28,056 shares; 2025Q1: not reported; 2025Q2: 23,326 shares; 2025Q3: 24,449 shares; 2025Q4: 24,040 shares; 2026Q1: 25,316 shares; 2026Q2: 26,571 shares 26,571 $4.33M 0.03% +1,255 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398,657 shares; 2025Q4: 421,652 shares; 2026Q1: 84,773 shares; 2026Q2: 86,870 shares 86,870 $4.33M 0.03% +2,097 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,343 shares; 2024Q4: 9,863 shares; 2025Q1: 10,177 shares; 2025Q2: 10,149 shares; 2025Q3: 10,827 shares; 2025Q4: 50,004 shares; 2026Q1: 57,083 shares; 2026Q2: 43,385 shares 43,385 $4.31M 0.03% -13,698 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,873 shares; 2024Q4: 69,089 shares; 2025Q1: 77,275 shares; 2025Q2: 80,161 shares; 2025Q3: 82,767 shares; 2025Q4: 89,324 shares; 2026Q1: 95,836 shares; 2026Q2: 106,808 shares 106,808 $4.3M 0.03% +10,972 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,302 shares; 2024Q4: 6,700 shares; 2025Q1: 9,949 shares; 2025Q2: 8,708 shares; 2025Q3: 10,211 shares; 2025Q4: 11,332 shares; 2026Q1: 11,946 shares; 2026Q2: 11,054 shares 11,054 $4.28M 0.03% -892 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,319 shares; 2024Q4: 75,073 shares; 2025Q1: 208,924 shares; 2025Q2: not reported; 2025Q3: 192,565 shares; 2025Q4: 57,735 shares; 2026Q1: 68,532 shares; 2026Q2: 75,536 shares 75,536 $4.27M 0.03% +7,004 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,544 shares; 2024Q4: 5,087 shares; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 5,328 shares; 2025Q4: 8,521 shares; 2026Q1: 8,824 shares; 2026Q2: 47,077 shares 47,077 $4.26M 0.03% +38,253 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,387 shares; 2024Q4: 31,357 shares; 2025Q1: 39,373 shares; 2025Q2: 39,203 shares; 2025Q3: 40,627 shares; 2025Q4: 26,905 shares; 2026Q1: 32,299 shares; 2026Q2: 32,639 shares 32,639 $4.23M 0.03% +340 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,002 shares; 2024Q4: 33,622 shares; 2025Q1: 33,866 shares; 2025Q2: 56,520 shares; 2025Q3: 57,337 shares; 2025Q4: 65,331 shares; 2026Q1: 74,236 shares; 2026Q2: 68,359 shares 68,359 $4.22M 0.03% -5,877 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,993 shares; 2024Q4: 39,094 shares; 2025Q1: 49,556 shares; 2025Q2: 43,227 shares; 2025Q3: 47,057 shares; 2025Q4: not reported; 2026Q1: 103,216 shares; 2026Q2: 53,905 shares 53,905 $4.22M 0.03% -49,311 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,586 shares; 2024Q4: 46,797 shares; 2025Q1: not reported; 2025Q2: 88,600 shares; 2025Q3: 113,878 shares; 2025Q4: 124,196 shares; 2026Q1: 115,235 shares; 2026Q2: 113,749 shares 113,749 $4.21M 0.03% -1,486 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,854 shares; 2024Q4: 56,806 shares; 2025Q1: 66,779 shares; 2025Q2: 36,565 shares; 2025Q3: 53,831 shares; 2025Q4: 58,585 shares; 2026Q1: 77,093 shares; 2026Q2: 73,042 shares 73,042 $4.21M 0.03% -4,051 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,863 shares; 2024Q4: 17,187 shares; 2025Q1: 19,878 shares; 2025Q2: 37,806 shares; 2025Q3: 34,010 shares; 2025Q4: 36,243 shares; 2026Q1: 39,263 shares; 2026Q2: 39,030 shares 39,030 $4.2M 0.03% -233 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,544 shares; 2024Q4: 10,276 shares; 2025Q1: 11,217 shares; 2025Q2: 9,241 shares; 2025Q3: 13,702 shares; 2025Q4: 9,452 shares; 2026Q1: 9,512 shares; 2026Q2: 9,384 shares 9,384 $4.19M 0.03% -128 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,486 shares; 2024Q4: 30,780 shares; 2025Q1: 31,195 shares; 2025Q2: 31,314 shares; 2025Q3: 30,174 shares; 2025Q4: 29,674 shares; 2026Q1: 32,227 shares; 2026Q2: 24,523 shares 24,523 $4.17M 0.03% -7,704 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,064 shares; 2024Q4: 41,401 shares; 2025Q1: not reported; 2025Q2: 44,632 shares; 2025Q3: 45,187 shares; 2025Q4: 40,164 shares; 2026Q1: 41,852 shares; 2026Q2: 43,388 shares 43,388 $4.15M 0.03% +1,536 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,251 shares; 2024Q4: 34,342 shares; 2025Q1: 38,892 shares; 2025Q2: not reported; 2025Q3: 52,113 shares; 2025Q4: 51,939 shares; 2026Q1: 62,410 shares; 2026Q2: 56,530 shares 56,530 $4.14M 0.03% -5,880 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,114 shares; 2024Q4: 17,628 shares; 2025Q1: 39,048 shares; 2025Q2: 68,955 shares; 2025Q3: 89,784 shares; 2025Q4: 106,306 shares; 2026Q1: 105,649 shares; 2026Q2: 96,149 shares 96,149 $4.11M 0.03% -9,500 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,576 shares; 2024Q4: 120,661 shares; 2025Q1: not reported; 2025Q2: 133,968 shares; 2025Q3: 141,725 shares; 2025Q4: 183,439 shares; 2026Q1: 185,476 shares; 2026Q2: 206,495 shares 206,495 $4.11M 0.03% +21,019 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,663 shares; 2024Q4: 22,150 shares; 2025Q1: 25,362 shares; 2025Q2: not reported; 2025Q3: 58,643 shares; 2025Q4: 67,827 shares; 2026Q1: 77,715 shares; 2026Q2: 96,997 shares 96,997 $4.11M 0.03% +19,282 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,785 shares; 2024Q4: 20,815 shares; 2025Q1: not reported; 2025Q2: 39,516 shares; 2025Q3: 51,734 shares; 2025Q4: 54,522 shares; 2026Q1: 45,080 shares; 2026Q2: 44,419 shares 44,419 $4.1M 0.03% -661 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,933 shares; 2024Q4: 20,943 shares; 2025Q1: 19,770 shares; 2025Q2: 18,800 shares; 2025Q3: 22,011 shares; 2025Q4: 17,235 shares; 2026Q1: 18,274 shares; 2026Q2: 28,272 shares 28,272 $4.05M 0.03% +9,998 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,867 shares; 2024Q4: 200,014 shares; 2025Q1: 158,931 shares; 2025Q2: 164,206 shares; 2025Q3: 161,019 shares; 2025Q4: 163,440 shares; 2026Q1: 167,713 shares; 2026Q2: 177,908 shares 177,908 $4.04M 0.03% +10,195 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,949 shares; 2024Q4: 68,346 shares; 2025Q1: 58,612 shares; 2025Q2: 68,794 shares; 2025Q3: 73,715 shares; 2025Q4: 79,523 shares; 2026Q1: 91,633 shares; 2026Q2: 106,358 shares 106,358 $4.04M 0.03% +14,725 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,750 shares; 2025Q3: 77,224 shares; 2025Q4: 83,630 shares; 2026Q1: 78,733 shares; 2026Q2: 97,723 shares 97,723 $4.03M 0.03% +18,990 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,119 shares; 2024Q4: 35,450 shares; 2025Q1: 39,364 shares; 2025Q2: 40,413 shares; 2025Q3: 40,944 shares; 2025Q4: 43,557 shares; 2026Q1: not reported; 2026Q2: 48,992 shares 48,992 $4.03M 0.03% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,848 shares; 2024Q4: 17,408 shares; 2025Q1: not reported; 2025Q2: 26,416 shares; 2025Q3: 24,468 shares; 2025Q4: 28,410 shares; 2026Q1: 33,073 shares; 2026Q2: 58,466 shares 58,466 $4.03M 0.03% +25,393 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,114 shares; 2024Q4: 97,688 shares; 2025Q1: 110,869 shares; 2025Q2: 112,398 shares; 2025Q3: 123,196 shares; 2025Q4: 136,051 shares; 2026Q1: 148,929 shares; 2026Q2: 157,438 shares 157,438 $4M 0.03% +8,509 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,695 shares; 2024Q4: 62,422 shares; 2025Q1: not reported; 2025Q2: 64,828 shares; 2025Q3: 67,121 shares; 2025Q4: not reported; 2026Q1: 77,721 shares; 2026Q2: 80,259 shares 80,259 $3.99M 0.02% +2,538 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,165 shares; 2024Q4: 22,047 shares; 2025Q1: 24,478 shares; 2025Q2: 25,691 shares; 2025Q3: 29,893 shares; 2025Q4: 30,172 shares; 2026Q1: 31,278 shares; 2026Q2: 32,857 shares 32,857 $3.99M 0.02% +1,579 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,278 shares; 2024Q4: 113,633 shares; 2025Q1: not reported; 2025Q2: 137,043 shares; 2025Q3: 137,253 shares; 2025Q4: 136,747 shares; 2026Q1: 136,903 shares; 2026Q2: 136,495 shares 136,495 $3.98M 0.02% -408 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,507 shares; 2024Q4: 32,689 shares; 2025Q1: 35,749 shares; 2025Q2: 35,517 shares; 2025Q3: 39,911 shares; 2025Q4: not reported; 2026Q1: 42,954 shares; 2026Q2: 41,888 shares 41,888 $3.98M 0.02% -1,066 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,477 shares; 2024Q4: 89,933 shares; 2025Q1: 86,936 shares; 2025Q2: 93,578 shares; 2025Q3: 84,170 shares; 2025Q4: 81,106 shares; 2026Q1: 83,006 shares; 2026Q2: 83,665 shares 83,665 $3.98M 0.02% +659 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,287 shares; 2025Q2: 15,977 shares; 2025Q3: 27,443 shares; 2025Q4: 45,289 shares; 2026Q1: 62,812 shares; 2026Q2: 95,952 shares 95,952 $3.96M 0.02% +33,140 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,587 shares; 2024Q4: 35,160 shares; 2025Q1: 31,078 shares; 2025Q2: 29,329 shares; 2025Q3: 28,806 shares; 2025Q4: 28,578 shares; 2026Q1: 29,780 shares; 2026Q2: 29,089 shares 29,089 $3.92M 0.02% -691 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,297 shares; 2024Q4: 190,094 shares; 2025Q1: 194,976 shares; 2025Q2: 221,149 shares; 2025Q3: 155,951 shares; 2025Q4: 154,946 shares; 2026Q1: not reported; 2026Q2: 165,726 shares 165,726 $3.91M 0.02% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,827 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,319 shares 19,319 $3.9M 0.02% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,912 shares; 2025Q2: 30,526 shares; 2025Q3: 34,542 shares; 2025Q4: 40,271 shares; 2026Q1: 40,025 shares; 2026Q2: 52,034 shares 52,034 $3.83M 0.02% +12,009 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,238 shares; 2024Q4: 14,831 shares; 2025Q1: 24,276 shares; 2025Q2: 26,435 shares; 2025Q3: 28,205 shares; 2025Q4: 31,400 shares; 2026Q1: 38,197 shares; 2026Q2: 40,789 shares 40,789 $3.82M 0.02% +2,592 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,091 shares; 2024Q4: 19,928 shares; 2025Q1: 21,090 shares; 2025Q2: 25,465 shares; 2025Q3: 26,432 shares; 2025Q4: 30,418 shares; 2026Q1: 28,715 shares; 2026Q2: 28,817 shares 28,817 $3.82M 0.02% +102 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,961 shares 113,961 $3.81M 0.02% 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; 2024Q3: 11,488 shares; 2024Q4: 12,869 shares; 2025Q1: 46,082 shares; 2025Q2: 49,581 shares; 2025Q3: 51,731 shares; 2025Q4: 20,136 shares; 2026Q1: 22,666 shares; 2026Q2: 88,935 shares 88,935 $3.8M 0.02% +66,269 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,521 shares; 2024Q4: 42,917 shares; 2025Q1: 16,711 shares; 2025Q2: 33,085 shares; 2025Q3: 53,992 shares; 2025Q4: 75,665 shares; 2026Q1: 110,155 shares; 2026Q2: 72,476 shares 72,476 $3.76M 0.02% -37,679 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,424 shares; 2024Q4: 44,571 shares; 2025Q1: not reported; 2025Q2: 43,356 shares; 2025Q3: 33,324 shares; 2025Q4: 31,642 shares; 2026Q1: 32,290 shares; 2026Q2: 31,925 shares 31,925 $3.74M 0.02% -365 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,986 shares; 2024Q4: 25,714 shares; 2025Q1: 27,055 shares; 2025Q2: 29,346 shares; 2025Q3: 28,451 shares; 2025Q4: 32,370 shares; 2026Q1: not reported; 2026Q2: 59,474 shares 59,474 $3.74M 0.02% new Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,822 shares 74,822 $3.73M 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,004 shares; 2024Q4: 30,708 shares; 2025Q1: 35,655 shares; 2025Q2: 33,902 shares; 2025Q3: 28,990 shares; 2025Q4: 31,625 shares; 2026Q1: 27,317 shares; 2026Q2: 23,727 shares 23,727 $3.72M 0.02% -3,590 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,924 shares; 2024Q4: 4,263 shares; 2025Q1: 5,135 shares; 2025Q2: 5,936 shares; 2025Q3: 7,412 shares; 2025Q4: 9,588 shares; 2026Q1: 8,676 shares; 2026Q2: 9,239 shares 9,239 $3.71M 0.02% +563 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,967 shares; 2024Q4: 8,349 shares; 2025Q1: 9,893 shares; 2025Q2: 10,637 shares; 2025Q3: 11,219 shares; 2025Q4: 13,166 shares; 2026Q1: 14,336 shares; 2026Q2: 17,418 shares 17,418 $3.71M 0.02% +3,082 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,040 shares; 2024Q4: 6,800 shares; 2025Q1: 9,521 shares; 2025Q2: 21,820 shares; 2025Q3: 27,893 shares; 2025Q4: not reported; 2026Q1: 24,231 shares; 2026Q2: 22,617 shares 22,617 $3.7M 0.02% -1,614 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,986 shares; 2024Q4: 43,511 shares; 2025Q1: not reported; 2025Q2: 77,879 shares; 2025Q3: 79,425 shares; 2025Q4: 79,058 shares; 2026Q1: 81,355 shares; 2026Q2: 84,015 shares 84,015 $3.7M 0.02% +2,660 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,519 shares; 2024Q4: 6,630 shares; 2025Q1: not reported; 2025Q2: 16,043 shares; 2025Q3: 16,413 shares; 2025Q4: 13,306 shares; 2026Q1: 11,513 shares; 2026Q2: 11,595 shares 11,595 $3.68M 0.02% +82 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,681 shares; 2024Q4: 8,113 shares; 2025Q1: 8,073 shares; 2025Q2: 7,891 shares; 2025Q3: 6,824 shares; 2025Q4: 7,415 shares; 2026Q1: 6,605 shares; 2026Q2: 6,542 shares 6,542 $3.68M 0.02% -63 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,653 shares; 2025Q1: 33,615 shares; 2025Q2: 73,328 shares; 2025Q3: 93,759 shares; 2025Q4: 111,841 shares; 2026Q1: 135,414 shares; 2026Q2: 163,869 shares 163,869 $3.66M 0.02% +28,455 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,311 shares; 2024Q4: 16,762 shares; 2025Q1: not reported; 2025Q2: 14,902 shares; 2025Q3: 17,374 shares; 2025Q4: 17,002 shares; 2026Q1: 17,589 shares; 2026Q2: 17,649 shares 17,649 $3.65M 0.02% +60 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,485 shares; 2026Q1: 51,329 shares; 2026Q2: 64,165 shares 64,165 $3.64M 0.02% +12,836 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,984 shares; 2024Q4: 18,470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,392 shares; 2025Q4: 29,279 shares; 2026Q1: 39,209 shares; 2026Q2: 37,605 shares 37,605 $3.62M 0.02% -1,604 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 7,073 shares; 2026Q1: not reported; 2026Q2: 31,039 shares 31,039 $3.6M 0.02% new Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,813 shares; 2024Q4: 8,590 shares; 2025Q1: 11,653 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,530 shares; 2026Q1: 105,029 shares; 2026Q2: 125,516 shares 125,516 $3.59M 0.02% +20,487 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,400 shares; 2024Q4: 12,273 shares; 2025Q1: 12,187 shares; 2025Q2: 13,959 shares; 2025Q3: 16,467 shares; 2025Q4: 16,832 shares; 2026Q1: 18,608 shares; 2026Q2: 13,748 shares 13,748 $3.59M 0.02% -4,860 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,063 shares; 2026Q1: 38,511 shares; 2026Q2: 45,595 shares 45,595 $3.55M 0.02% +7,084 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,320 shares; 2024Q4: 10,623 shares; 2025Q1: 12,718 shares; 2025Q2: 17,694 shares; 2025Q3: 18,605 shares; 2025Q4: 12,606 shares; 2026Q1: 14,054 shares; 2026Q2: 12,680 shares 12,680 $3.5M 0.02% -1,374 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,683 shares; 2024Q4: 32,983 shares; 2025Q1: not reported; 2025Q2: 60,181 shares; 2025Q3: 41,902 shares; 2025Q4: not reported; 2026Q1: 81,982 shares; 2026Q2: 116,364 shares 116,364 $3.49M 0.02% +34,382 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,121 shares; 2024Q4: 333,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,276 shares; 2025Q4: 234,732 shares; 2026Q1: 235,366 shares; 2026Q2: 173,670 shares 173,670 $3.48M 0.02% -61,696 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,285 shares; 2024Q4: 4,395 shares; 2025Q1: not reported; 2025Q2: 4,900 shares; 2025Q3: 5,419 shares; 2025Q4: 5,323 shares; 2026Q1: not reported; 2026Q2: 8,007 shares 8,007 $3.46M 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,662 shares; 2024Q4: 10,074 shares; 2025Q1: 10,652 shares; 2025Q2: 13,424 shares; 2025Q3: 13,120 shares; 2025Q4: 13,058 shares; 2026Q1: 13,135 shares; 2026Q2: 13,921 shares 13,921 $3.42M 0.02% +786 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,379 shares; 2024Q4: 29,802 shares; 2025Q1: 35,012 shares; 2025Q2: 45,645 shares; 2025Q3: 47,594 shares; 2025Q4: not reported; 2026Q1: 51,243 shares; 2026Q2: 41,097 shares 41,097 $3.41M 0.02% -10,146 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,653 shares; 2024Q4: 45,424 shares; 2025Q1: 43,613 shares; 2025Q2: 38,742 shares; 2025Q3: 36,827 shares; 2025Q4: 32,549 shares; 2026Q1: 31,093 shares; 2026Q2: 29,471 shares 29,471 $3.38M 0.02% -1,622 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,848 shares; 2024Q4: 31,729 shares; 2025Q1: 34,573 shares; 2025Q2: 37,195 shares; 2025Q3: 37,015 shares; 2025Q4: 23,164 shares; 2026Q1: 21,403 shares; 2026Q2: 19,980 shares 19,980 $3.35M 0.02% -1,423 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,014 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,480 shares; 2026Q1: 15,421 shares; 2026Q2: 162,716 shares 162,716 $3.33M 0.02% +147,295 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,668 shares; 2024Q4: 32,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,454 shares; 2025Q4: 39,156 shares; 2026Q1: not reported; 2026Q2: 31,126 shares 31,126 $3.33M 0.02% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 1,577 shares; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,488 shares; 2025Q4: 1,485 shares; 2026Q1: 3,477 shares; 2026Q2: 4,168 shares 4,168 $3.31M 0.02% +691 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,187 shares; 2024Q4: 16,356 shares; 2025Q1: 22,866 shares; 2025Q2: 26,066 shares; 2025Q3: 28,411 shares; 2025Q4: 28,788 shares; 2026Q1: not reported; 2026Q2: 20,263 shares 20,263 $3.28M 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,932 shares; 2025Q4: not reported; 2026Q1: 52,015 shares; 2026Q2: 61,724 shares 61,724 $3.28M 0.02% +9,709 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,176 shares; 2024Q4: 22,975 shares; 2025Q1: 14,230 shares; 2025Q2: not reported; 2025Q3: 13,282 shares; 2025Q4: 12,645 shares; 2026Q1: 12,017 shares; 2026Q2: 12,147 shares 12,147 $3.27M 0.02% +130 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,353 shares; 2026Q2: 207,311 shares 207,311 $3.27M 0.02% -8,042 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,447 shares; 2024Q4: 14,444 shares; 2025Q1: 14,245 shares; 2025Q2: 13,877 shares; 2025Q3: 12,854 shares; 2025Q4: 12,612 shares; 2026Q1: 12,155 shares; 2026Q2: 11,922 shares 11,922 $3.26M 0.02% -233 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,842 shares; 2024Q4: 6,693 shares; 2025Q1: 12,858 shares; 2025Q2: 13,124 shares; 2025Q3: 14,165 shares; 2025Q4: 20,000 shares; 2026Q1: 21,661 shares; 2026Q2: 14,622 shares 14,622 $3.26M 0.02% -7,039 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,357 shares; 2025Q3: 54,995 shares; 2025Q4: 73,691 shares; 2026Q1: 81,375 shares; 2026Q2: 80,923 shares 80,923 $3.25M 0.02% -452 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 5,741 shares; 2025Q1: 6,540 shares; 2025Q2: 4,010 shares; 2025Q3: 3,778 shares; 2025Q4: 5,608 shares; 2026Q1: 6,823 shares; 2026Q2: 10,345 shares 10,345 $3.24M 0.02% +3,522 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,037 shares; 2024Q4: 18,734 shares; 2025Q1: 18,618 shares; 2025Q2: 18,633 shares; 2025Q3: 15,596 shares; 2025Q4: 15,109 shares; 2026Q1: 15,366 shares; 2026Q2: 15,788 shares 15,788 $3.24M 0.02% +422 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,824 shares; 2024Q4: 25,253 shares; 2025Q1: 23,411 shares; 2025Q2: 23,560 shares; 2025Q3: 23,714 shares; 2025Q4: 23,745 shares; 2026Q1: not reported; 2026Q2: 36,283 shares 36,283 $3.23M 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,126 shares; 2024Q4: 23,103 shares; 2025Q1: 26,911 shares; 2025Q2: not reported; 2025Q3: 23,709 shares; 2025Q4: 25,013 shares; 2026Q1: 31,367 shares; 2026Q2: 29,076 shares 29,076 $3.22M 0.02% -2,291 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,126 shares; 2024Q4: 46,753 shares; 2025Q1: not reported; 2025Q2: 51,359 shares; 2025Q3: 61,014 shares; 2025Q4: 65,025 shares; 2026Q1: 45,279 shares; 2026Q2: 115,103 shares 115,103 $3.2M 0.02% +69,824 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: 1,898 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: not reported; 2026Q1: 3,315 shares; 2026Q2: 3,063 shares 3,063 $3.19M 0.02% -252 Timeline