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PARK AVENUE SECURITIES LLC

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13F filer, CIK 1071640, NEW YORK, NY

PARK AVENUE SECURITIES LLC reported $16,013,106,000 across 1,776 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-20. Its ten largest share positions make up 30.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001071640-26-000012

Period
2026-06-30
Reported value
$16B
Holdings
1,776
Top 10 weight
30.18%
New
331
Sold out
72

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+678,566$508M
IUSBadded+3,956,867$183M
COROadded+4,281,259$157M
IDEFnew+4,789,547$152M
SPYnew+192,295$144M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QUALreduced-879,829-$193M
EFVreduced-2,400,228-$184M
IEMGreduced-1,539,464-$128M
IAGGreduced-1,847,135-$93.5M
IVEreduced-388,280-$88.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001071640-26-000012, largest first. % of portfolio is the value over $16,013,106,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly 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$1.39B8.67%+678,566Timeline
IUSBISHARES TRQuarterly 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$596M3.72%+3,956,867Timeline
IVWISHARES TRQuarterly 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$532M3.32%+12,193Timeline
DYNFBLACKROCK ETF TRUSTQuarterly 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$523M3.26%+221,776Timeline
IVEISHARES TRQuarterly 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$411M2.57%-388,280Timeline
IEMGISHARES INCQuarterly 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$350M2.18%-1,539,464Timeline
BAIBLACKROCK ETF TRUSTQuarterly 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$280M1.75%-919,390Timeline
EFVISHARES TRQuarterly 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$265M1.66%-2,400,228Timeline
EFGISHARES TRQuarterly 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$264M1.65%+76,683Timeline
NVDANVIDIA CORPORATIONQuarterly 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$222M1.39%+16,934Timeline
MTUMISHARES TRQuarterly 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$219M1.37%-82,546Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly 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$186M1.16%+350,588Timeline
BLCRBLACKROCK ETF TRUSTQuarterly 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$186M1.16%+251,551Timeline
AAPLAPPLE INCQuarterly 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$177M1.11%+10,403Timeline
COROBLACKROCK ETF TRUSTQuarterly 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$157M0.98%+4,281,259Timeline
IDEFBLACKROCK ETF TRUSTQuarterly 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$152M0.95%newTimeline
GOVTISHARES TRQuarterly 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$149M0.93%+631,839Timeline
THROBLACKROCK ETF TRUSTQuarterly 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$147M0.92%-1,535,592Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly 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$144M0.9%newTimeline
MBBISHARES TRQuarterly 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$139M0.87%+135,830Timeline
TLHISHARES TRQuarterly 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$137M0.86%-351,331Timeline
VBRVANGUARD INDEX FDSQuarterly 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$131M0.82%+21,126Timeline
MUBISHARES TRQuarterly 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$121M0.75%+41,334Timeline
SCHGSCHWAB STRATEGIC TRQuarterly 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$118M0.74%+78,479Timeline
AVUSAMERICAN CENTY ETF TRQuarterly 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$117M0.73%+108,081Timeline
GOOGLALPHABET INCQuarterly 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$112M0.7%+6,703Timeline
BDYNBLACKROCK ETF TRUSTQuarterly 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$111M0.69%+198,802Timeline
MSFTMICROSOFT CORPQuarterly 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$111M0.69%+6,318Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly 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$110M0.69%+167,875Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly 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$110M0.69%newTimeline
IALTBLACKROCK ETF TRUSTQuarterly 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$109M0.68%newTimeline
AMZNAMAZON COM INCQuarterly 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$106M0.66%+10,936Timeline
SPYMSPDR SERIES TRUSTQuarterly 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$100M0.62%+27,769Timeline
VBVANGUARD INDEX FDSQuarterly 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$91.8M0.57%+14,509Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly 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$89.5M0.56%+32,045Timeline
SPDWSPDR INDEX SHS FDSQuarterly 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$87.2M0.54%-54,909Timeline
GGOVBLACKROCK ETF TRUST IIQuarterly 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$85.8M0.54%newTimeline
VTIVANGUARD INDEX FDSQuarterly 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$79.5M0.5%+888Timeline
AVGOBROADCOM INCQuarterly 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$76.1M0.48%+2,991Timeline
AGGISHARES TRQuarterly 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$68.5M0.43%+30,319Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly 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$64.9M0.41%+113,993Timeline
AVLVAMERICAN CENTY ETF TRQuarterly 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$64.4M0.4%-4,278Timeline
XLKSELECT SECTOR SPDR TRQuarterly 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$62.5M0.39%-51,507Timeline
BDVLBLACKROCK ETF TRUSTQuarterly 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$59.9M0.37%+125,848Timeline
METAMETA PLATFORMS INCQuarterly 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$59.8M0.37%+6,574Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly 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$59.7M0.37%-20,790Timeline
LMUBISHARES TRQuarterly 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$59.6M0.37%+56,380Timeline
AVEMAMERICAN CENTY ETF TRQuarterly 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$59.2M0.37%+6,530Timeline
JPMJPMORGAN CHASE & COQuarterly 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$53.9M0.34%+4,635Timeline
TSLATESLA INCQuarterly 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$52.7M0.33%+3,278Timeline
AVDVAMERICAN CENTY ETF TRQuarterly 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$52.4M0.33%+29,323Timeline
MUMICRON TECHNOLOGY INCQuarterly 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$51.6M0.32%+2,616Timeline
GOOGALPHABET INCQuarterly 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$48.7M0.3%newTimeline
QUALISHARES TRQuarterly 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$48.7M0.3%-879,829Timeline
SMHVANECK ETF TRUSTQuarterly 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$47.1M0.29%+11,317Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly 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$46.9M0.29%+98,900Timeline
IAUISHARES GOLD TRQuarterly 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$45.8M0.29%+21,685Timeline
VOOVANGUARD INDEX FDSQuarterly 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$45.2M0.28%-2,102Timeline
ACWXISHARES TRQuarterly 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$44.5M0.28%+48,578Timeline
AVLCAMERICAN CENTY ETF TRQuarterly 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$43.2M0.27%+55,291Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly 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$43.1M0.27%+133,476Timeline
LLYELI LILLY & COQuarterly 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$42.7M0.27%+3,576Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly 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$40.8M0.25%+68,114Timeline
XLFSELECT SECTOR SPDR TRQuarterly 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$39.8M0.25%-93,221Timeline
IWFISHARES TRQuarterly 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$39.5M0.25%newTimeline
SPTMSPDR SERIES TRUSTQuarterly 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$37.9M0.24%+3,429Timeline
CSCOCISCO SYS INCQuarterly 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$37.9M0.24%+7,323Timeline
XLISELECT SECTOR SPDR TRQuarterly 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$37.6M0.23%-23,618Timeline
SPEMSPDR INDEX SHS FDSQuarterly 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$37.5M0.23%+16,994Timeline
AVDEAMERICAN CENTY ETF TRQuarterly 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$37.1M0.23%+49,394Timeline
LRCXLAM RESEARCH CORPQuarterly 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$36.6M0.23%+3,442Timeline
VTVVANGUARD INDEX FDSQuarterly 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$35.9M0.22%+10,339Timeline
AMDADVANCED MICRO DEVICES INCQuarterly 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$35.9M0.22%+8,530Timeline
QQQINVESCO QQQ TRQuarterly 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$35.3M0.22%+3,386Timeline
BINCBLACKROCK ETF TRUST IIQuarterly 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$35.3M0.22%-948,422Timeline
LQDISHARES TRQuarterly 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$35.1M0.22%+17,869Timeline
IEFAISHARES TRQuarterly 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$35M0.22%-77,785Timeline
CATCATERPILLAR INCQuarterly 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$34.8M0.22%+2,517Timeline
EMLCVANECK ETF TRUSTQuarterly 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$34.4M0.21%+40,181Timeline
LCTUBLACKROCK ETF TRUSTQuarterly 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$33.6M0.21%-14,230Timeline
ESGUISHARES TRQuarterly 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$33M0.21%-4,198Timeline
IWBISHARES TRQuarterly 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$32.8M0.2%-1,867Timeline
BSVVANGUARD BD INDEX FDSQuarterly 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$32.4M0.2%+18,933Timeline
SCHFSCHWAB STRATEGIC TRQuarterly 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$32.3M0.2%+64,437Timeline
XLSRSSGA ACTIVE TRQuarterly 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$32.1M0.2%-7,497Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly 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$31.5M0.2%+67,818Timeline
BBUSJ P MORGAN EXCHANGE TRADED FQuarterly 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$31.5M0.2%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly 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$31.3M0.2%-14,275Timeline
WMTWALMART INCQuarterly 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$31.1M0.19%-11,553Timeline
VVISA INCQuarterly 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$30.9M0.19%-8,509Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly 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$30.7M0.19%+313,847Timeline
JNJJOHNSON & JOHNSONQuarterly 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$30.3M0.19%-3,656Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly 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$29.9M0.19%+1,115Timeline
BFLXBLACKROCK ETF TRUSTQuarterly 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$29.8M0.19%newTimeline
AVIGAMERICAN CENTY ETF TRQuarterly 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$29.3M0.18%+74,020Timeline
SPTBSPDR SERIES TRUSTQuarterly 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$29.3M0.18%-10,654Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly 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$29.2M0.18%+32,270Timeline
INTCINTEL CORPQuarterly 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$29.1M0.18%-8,688Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly 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$28.9M0.18%+35,869Timeline
AVUVAMERICAN CENTY ETF TRQuarterly 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$28M0.17%+14,298Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly 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$27.7M0.17%+37,980Timeline
ALABASTERA LABS INCQuarterly 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$26.4M0.17%+1,585Timeline
IJHISHARES TRQuarterly 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$26.3M0.16%newTimeline
CVXCHEVRON CORPORATIONQuarterly 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$25.8M0.16%-13,297Timeline
GEGE AEROSPACEQuarterly 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$25.6M0.16%-4,779Timeline
BILSPDR SERIES TRUSTQuarterly 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$25.6M0.16%-26,091Timeline
SPTSSPDR SERIES TRUSTQuarterly 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$25.2M0.16%+6,233Timeline
IYWISHARES TRQuarterly 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$24.9M0.16%newTimeline
ABBVABBVIE INCQuarterly 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$24.9M0.16%-4,948Timeline
USMVISHARES TRQuarterly 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$24.7M0.15%-10,647Timeline
IJRISHARES TRQuarterly 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$24.4M0.15%-12,537Timeline
KLACKLA CORPQuarterly 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$24.3M0.15%+73,534Timeline
NBISNEBIUS 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$24.1M0.15%-1,643Timeline
XOMEXXON MOBIL CORPQuarterly 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$23.8M0.15%+32,099Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly 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$23.6M0.15%+1,123Timeline
WDCWESTERN DIGITAL CORPQuarterly 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$23.4M0.15%-1,719Timeline
DSIISHARES TRQuarterly 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$23.3M0.15%-3,445Timeline
AMATAPPLIED MATLS INCQuarterly 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$23.2M0.15%+59Timeline
TFISPDR SERIES TRUSTQuarterly 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$22.9M0.14%newTimeline
IWDISHARES TRQuarterly 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$22.6M0.14%-2,768Timeline
ASMLASML HLDG NVQuarterly 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$22.2M0.14%+1,967Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly 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$22M0.14%+2,948Timeline
ANETARISTA NETWORKS INCQuarterly 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$21.9M0.14%+4,852Timeline
SPYVSPDR SERIES TRUSTQuarterly 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$21.8M0.14%+35,011Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly 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$21.8M0.14%+31,241Timeline
SHYGISHARES TRQuarterly 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$21.7M0.14%-31,840Timeline
MAMASTERCARD INCORPORATEDQuarterly 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$21.5M0.13%-9,101Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly 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$21.5M0.13%-33,233Timeline
AVSCAMERICAN CENTY ETF TRQuarterly 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$21.3M0.13%+33,098Timeline
USXFISHARES TRQuarterly 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$21.3M0.13%-3,816Timeline
JNKSPDR SERIES TRUSTQuarterly 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$21.2M0.13%+61,770Timeline
SPSMSPDR SERIES TRUSTQuarterly 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$21.1M0.13%-9,734Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly 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$20.9M0.13%+96,775Timeline
IXUSISHARES TRQuarterly 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$20.7M0.13%+2,191Timeline
GEVGE VERNOVA INCQuarterly 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$20.6M0.13%+5,456Timeline
ITAISHARES TRQuarterly 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$20.6M0.13%-313Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly 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$20.4M0.13%+76,897Timeline
ILCGISHARES TRQuarterly 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$20M0.12%+64,987Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly 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$19.8M0.12%+34,151Timeline
MFEMPIMCO EQUITY SERQuarterly 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$19.7M0.12%+19,792Timeline
SPTISPDR SERIES TRUSTQuarterly 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$19.4M0.12%+67,123Timeline
HYGISHARES TRQuarterly 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$19.4M0.12%+43,809Timeline
BEBLOOM ENERGY CORPQuarterly 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$19.3M0.12%+539Timeline
EFAISHARES TRQuarterly 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$19.3M0.12%+61,312Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly 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$19M0.12%+8,010Timeline
PMPHILIP MORRIS INTL INCQuarterly 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$18.9M0.12%newTimeline
IVLUISHARES TRQuarterly 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$18.9M0.12%+16,801Timeline
HDHOME DEPOT INCQuarterly 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$18.8M0.12%+695Timeline
RTXRTX CORPORATIONQuarterly 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$18.7M0.12%-2,345Timeline
IEURISHARES TRQuarterly 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$18.3M0.11%newTimeline
XLESELECT SECTOR SPDR TRQuarterly 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$18.3M0.11%+130,988Timeline
JAAAJANUS DETROIT STR TRQuarterly 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$18.1M0.11%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly 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$17.9M0.11%newTimeline
DGSWISDOMTREE TRQuarterly 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$17.6M0.11%+11,237Timeline
SPTLSPDR SERIES TRUSTQuarterly 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$17.3M0.11%+24,551Timeline
SPIBSPDR SERIES TRUSTQuarterly 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$17.2M0.11%+71,445Timeline
DMBSDOUBLELINE ETF TRUSTQuarterly 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$17.2M0.11%+38,986Timeline
CCITIGROUP INCQuarterly 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$16.7M0.1%-4,467Timeline
PGPROCTER & GAMBLE COQuarterly 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$16.6M0.1%+3,454Timeline
IWMISHARES TRQuarterly 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$16.4M0.1%+2,437Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly 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$16.3M0.1%+55,226Timeline
HOODROBINHOOD MKTS INCQuarterly 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$16.3M0.1%-1,625Timeline
SGOVISHARES TRQuarterly 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$16.1M0.1%+43,417Timeline
SPABSPDR SERIES TRUSTQuarterly 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$15.7M0.1%+7,255Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly 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$15.7M0.1%+182,585Timeline
NFLXNETFLIX 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$15.6M0.1%-49,560Timeline
UNHUNITEDHEALTH GROUP INCQuarterly 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$15.4M0.1%+7,669Timeline
MSMORGAN STANLEYQuarterly 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$15.4M0.1%+3,563Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly 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$15.4M0.1%+27,909Timeline
VYMVANGUARD WHITEHALL FDSQuarterly 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$15.2M0.1%+3,244Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly 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$15.2M0.09%-68,605Timeline
SPMDSPDR SERIES TRUSTQuarterly 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$15.2M0.09%newTimeline
APUETRUST FOR PROFESSIONAL MANAGQuarterly 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$15.1M0.09%newTimeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly 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$14.9M0.09%+27,111Timeline
SOXXISHARES TRQuarterly 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$14.9M0.09%+1,997Timeline
EMXCISHARES INCQuarterly 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$14.8M0.09%+57,595Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly 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$14.7M0.09%+97,036Timeline
EAGGISHARES TRQuarterly 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$14.7M0.09%+70,097Timeline
CLSETRUST FOR PROFESSIONAL MANAGQuarterly 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$14.2M0.09%+250,615Timeline
SJNKSPDR SERIES TRUSTQuarterly 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$14.2M0.09%-502Timeline
XLCSELECT SECTOR SPDR TRQuarterly 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$14.1M0.09%-40,327Timeline
AVSFAMERICAN CENTY ETF TRQuarterly 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$14.1M0.09%+31,701Timeline
SHYISHARES TRQuarterly 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$14.1M0.09%+25,127Timeline
EWJISHARES INCQuarterly 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$13.9M0.09%+19,417Timeline
TJXTJX COS INC NEWQuarterly 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$13.8M0.09%-4,820Timeline
PANWPALO ALTO NETWORKS INCQuarterly 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$13.8M0.09%-1,741Timeline
MRKMERCK & CO INCQuarterly 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$13.7M0.09%-2,109Timeline
SNDKSANDISK CORPQuarterly 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$13.6M0.09%+3,540Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly 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$13.6M0.09%+98,446Timeline
ESGEISHARES INCQuarterly 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$13.6M0.09%-64,633Timeline
BACBANK OF AMER CORPQuarterly 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$13.6M0.08%+5,318Timeline
GLDSPDR GOLD TRQuarterly 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$13.6M0.08%-9,845Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly 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$13.5M0.08%+19,958Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly 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$13.5M0.08%-32,316Timeline
PFFISHARES TRQuarterly 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$13.4M0.08%newTimeline
VOEVANGUARD INDEX FDSQuarterly 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$13.4M0.08%+744Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly 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$13.2M0.08%-13,943Timeline
VZVERIZON COMMUNICATIONS INCQuarterly 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$13.1M0.08%-41,149Timeline
VUGVANGUARD INDEX FDSQuarterly 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$12.7M0.08%+122,680Timeline
FNDXSCHWAB STRATEGIC TRQuarterly 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$12.6M0.08%+26,754Timeline
MGKVANGUARD WORLD FDQuarterly 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$12.5M0.08%newTimeline
SYSBISHARES TRQuarterly 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$12.5M0.08%+8,092Timeline
SUSCISHARES TRQuarterly 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$12.4M0.08%-204,833Timeline
PLDPROLOGIS 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$12.4M0.08%+726Timeline
SNASNAP ON INCQuarterly 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$12.3M0.08%-1,617Timeline
OEFISHARES TRQuarterly 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$12.2M0.08%-4,203Timeline
XLBSELECT SECTOR SPDR TRQuarterly 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$12.2M0.08%+30,393Timeline
SUBISHARES TRQuarterly 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$12.1M0.08%+12,019Timeline
APHAMPHENOL CORPQuarterly 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$12.1M0.08%+366Timeline
VLUEISHARES TRQuarterly 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$12.1M0.08%-12,234Timeline
EMBISHARES TRQuarterly 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$11.9M0.07%+2,954Timeline
CERYSPDR SERIES TRUSTQuarterly 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$11.9M0.07%+3,059Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly 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$11.9M0.07%+20,259Timeline
LINLINDE PLCQuarterly 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$11.8M0.07%-1,424Timeline
BNDVANGUARD BD INDEX FDSQuarterly 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$11.7M0.07%-3,211Timeline
WFCWELLS FARGO & COQuarterly 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$11.7M0.07%newTimeline
PHPARKER-HANNIFIN CORPQuarterly 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$11.7M0.07%-756Timeline
IYHISHARES TRQuarterly 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$11.6M0.07%-11,307Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly 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$11.4M0.07%+1,830Timeline
TAT&T INCQuarterly 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$11.4M0.07%-7,566Timeline
IGIBISHARES TRQuarterly 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$11.4M0.07%+19,390Timeline
CAHCARDINAL HEALTH INCQuarterly 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$11.1M0.07%+3,239Timeline
ETNEATON CORP PLCQuarterly 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$11M0.07%newTimeline
PWRQUANTA SVCS INCQuarterly 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$10.9M0.07%-77Timeline
XLPSELECT SECTOR SPDR TRQuarterly 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$10.6M0.07%-15,768Timeline
SCHRSCHWAB STRATEGIC TRQuarterly 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$10.5M0.07%+326,794Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly 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$10.5M0.07%+2,126Timeline
APPAPPLOVIN CORPQuarterly 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$10.5M0.07%+2,854Timeline
FISRSSGA ACTIVE TRQuarterly 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$10.4M0.06%-63,912Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly 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$10.4M0.06%+90,282Timeline
IWCISHARES TRQuarterly 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$10.3M0.06%+2,283Timeline
GWXSPDR INDEX SHS FDSQuarterly 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$10.3M0.06%-2,015Timeline
IEFISHARES TRQuarterly 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$10.3M0.06%-68,727Timeline
EZUISHARES INCQuarterly 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$10.2M0.06%newTimeline
EVUSISHARES TRQuarterly 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$10.2M0.06%-4,974Timeline
VRTVERTIV HOLDINGS COQuarterly 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$10.1M0.06%+3,621Timeline
AMGNAMGEN INCQuarterly 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$10.1M0.06%-202Timeline
AZNASTRAZENECA PLCQuarterly 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$10.1M0.06%+1,073Timeline
CBCHUBB LIMITEDQuarterly 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$10.1M0.06%-323Timeline
SHLDGLOBAL X FDSQuarterly 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$10M0.06%-1,721Timeline
XLVSELECT SECTOR SPDR TRQuarterly 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$10M0.06%-79,080Timeline
ORCLORACLE CORPQuarterly 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$10M0.06%+3,269Timeline
USBUS BANCORPQuarterly 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$9.98M0.06%+11,553Timeline
NEENEXTERA ENERGY INCQuarterly 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$9.94M0.06%-2,741Timeline
HWMHOWMET AEROSPACE INCQuarterly 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$9.89M0.06%+194Timeline
VOVANGUARD INDEX FDSQuarterly 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$9.86M0.06%+89,987Timeline
UNPUNION PAC CORPQuarterly 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$9.54M0.06%+1,886Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly 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$9.52M0.06%+26,135Timeline
IBTLISHARES TRQuarterly 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$9.49M0.06%-71,168Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly 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$9.4M0.06%-5,850Timeline
SMLFISHARES TRQuarterly 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$9.35M0.06%+15,197Timeline
KOCOCA COLA COQuarterly 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$9.22M0.06%-1,520Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly 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$9.21M0.06%-733Timeline
IWSISHARES TRQuarterly 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$9.2M0.06%-6,964Timeline
DGROISHARES TRQuarterly 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$9.04M0.06%+5,804Timeline
GILDGILEAD SCIENCES INCQuarterly 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$9M0.06%-9,174Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly 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$8.94M0.06%+88,933Timeline
COWZPACER FDS TRQuarterly 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$8.91M0.06%-27,211Timeline
DMXFISHARES TRQuarterly 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$8.85M0.06%-2,720Timeline
BLKBLACKROCK INCQuarterly 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$8.81M0.06%-161Timeline
CMICUMMINS INCQuarterly 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$8.79M0.05%newTimeline
EEMISHARES TRQuarterly 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$8.75M0.05%+43,265Timeline
JUSAJ P MORGAN EXCHANGE TRADED FQuarterly 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$8.75M0.05%newTimeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly 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$8.74M0.05%newTimeline
SPLBSPDR SERIES TRUSTQuarterly 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$8.73M0.05%+153,649Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly 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$8.69M0.05%+12,636Timeline
IBIKISHARES TRQuarterly 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$8.67M0.05%+147,396Timeline
SCHOSCHWAB STRATEGIC TRQuarterly 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$8.66M0.05%+327,662Timeline
COFCAPITAL ONE FINL CORPQuarterly 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$8.61M0.05%-8,514Timeline
IBTJISHARES TRQuarterly 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$8.58M0.05%-40,458Timeline
GLWCORNING INCQuarterly 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$8.4M0.05%+3,858Timeline
ITMVANECK ETF TRUSTQuarterly 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$8.38M0.05%+44,969Timeline
DSTLETF SER SOLUTIONSQuarterly 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$8.36M0.05%+12,901Timeline
AVDSAMERICAN CENTY ETF TRQuarterly 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$8.11M0.05%+13,343Timeline
VVVANGUARD INDEX FDSQuarterly 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$8.08M0.05%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly 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$8.04M0.05%newTimeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly 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$7.95M0.05%+31,164Timeline
BNYBANK OF NY MELLON CORPQuarterly 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$7.95M0.05%+614Timeline
MCDMCDONALDS CORPQuarterly 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$7.86M0.05%-248Timeline
IUSGISHARES TRQuarterly 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$7.85M0.05%+20,430Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly 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$7.85M0.05%+96Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly 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$7.84M0.05%-14,979Timeline
VTEBVANGUARD MUN BD FDSQuarterly 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$7.82M0.05%+5,754Timeline
AXPAMERICAN EXPRESS COQuarterly 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$7.8M0.05%-493Timeline
GLDMWORLD GOLD TRQuarterly 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$7.67M0.05%newTimeline
ITOTISHARES TRQuarterly 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$7.62M0.05%-1,200Timeline
PSXPHILLIPS 66Quarterly 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$7.57M0.05%+6,741Timeline
IWRISHARES TRQuarterly 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$7.55M0.05%+380Timeline
TLTISHARES TRQuarterly 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$7.5M0.05%-10,556Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly 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$7.49M0.05%+61,143Timeline
TXNTEXAS INSTRS INCQuarterly 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$7.45M0.05%+2,463Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly 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$7.4M0.05%+8,051Timeline
FIXCOMFORT SYS USA INCQuarterly 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$7.38M0.05%-26Timeline
ESGDISHARES TRQuarterly 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$7.35M0.05%-26,944Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly 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$7.35M0.05%+33,282Timeline
XLYSELECT SECTOR SPDR TRQuarterly 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$7.34M0.05%newTimeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly 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$7.33M0.05%+36,197Timeline
SCHZSCHWAB STRATEGIC TRQuarterly 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$7.31M0.05%+56,506Timeline
IAGGISHARES TRQuarterly 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$7.29M0.05%-1,847,135Timeline
SCHDSCHWAB STRATEGIC TRQuarterly 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$7.21M0.05%-3,105Timeline
CIENCIENA CORPQuarterly 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$7.19M0.04%-5,928Timeline
FMDEFIDELITY COVINGTON TRUSTQuarterly 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$7.15M0.04%+29,680Timeline
ADIANALOG DEVICES INCQuarterly 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$7.13M0.04%+2,148Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly 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$7.09M0.04%+25,245Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly 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$7.05M0.04%newTimeline
FNDFSCHWAB STRATEGIC TRQuarterly 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$7.02M0.04%-1,556Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly 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$7.02M0.04%+31,992Timeline
DISDISNEY WALT COQuarterly 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$7.01M0.04%-2,253Timeline
NEMNEWMONT CORPQuarterly 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$7M0.04%+1,291Timeline
FLEXFLEX LTDQuarterly 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$6.97M0.04%+24,454Timeline
SPYGSPDR SERIES TRUSTQuarterly 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$6.89M0.04%+22,591Timeline
NVSNOVARTIS AGQuarterly 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$6.88M0.04%-4,991Timeline
AVREAMERICAN CENTY ETF TRQuarterly 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$6.85M0.04%+18,601Timeline
TTTRANE TECHNOLOGIES PLCQuarterly 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$6.83M0.04%-2,040Timeline
LMTLOCKHEED MARTIN CORPQuarterly 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$6.83M0.04%-2,020Timeline
MOALTRIA GROUP INCQuarterly 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$6.76M0.04%-781Timeline
PAVEGLOBAL X FDSQuarterly 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$6.63M0.04%+41,825Timeline
SDYSPDR SERIES TRUSTQuarterly 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$6.6M0.04%+16,285Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly 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$6.58M0.04%+68,669Timeline
CGGECAPITAL GROUP GLOBAL EQUITYQuarterly 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$6.5M0.04%+45,529Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly 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$6.49M0.04%+77,510Timeline
EMEEMCOR GROUP INCQuarterly 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$6.49M0.04%-260Timeline
ISRGINTUITIVE SURGICAL INCQuarterly 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$6.48M0.04%-328Timeline
XLUSELECT SECTOR SPDR TRQuarterly 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$6.48M0.04%-8,780Timeline
WECWEC ENERGY GROUP INCQuarterly 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$6.47M0.04%-2,505Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly 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$6.45M0.04%+23,593Timeline
SHELSHELL PLCQuarterly 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$6.43M0.04%newTimeline
QCOMQUALCOMM INCQuarterly 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$6.39M0.04%-5,299Timeline
SHVISHARES TRQuarterly 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$6.38M0.04%-32,894Timeline
APIETRUST FOR PROFESSIONAL MANAGQuarterly 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$6.38M0.04%newTimeline
COPCONOCOPHILLIPSQuarterly 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$6.36M0.04%newTimeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly 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$6.36M0.04%+5,683Timeline
IGVISHARES TRQuarterly 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$6.32M0.04%+60,703Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly 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$6.32M0.04%+4,066Timeline
ABTABBOTT LABORATORIESQuarterly 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$6.21M0.04%-7,227Timeline
SANBANCO SANTANDER SAQuarterly 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$6.19M0.04%-1,527Timeline
PBPINVESCO EXCHANGE TRADED FD TQuarterly 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$6.18M0.04%newTimeline
STIPISHARES TRQuarterly 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$6.17M0.04%newTimeline
DFIVDIMENSIONAL ETF TRUSTQuarterly 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$6.09M0.04%+8,092Timeline
TRVTRAVELERS COMPANIES INCQuarterly 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$6.09M0.04%+1,520Timeline
ATIATI INCQuarterly 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$6.06M0.04%+11,716Timeline
AVESAMERICAN CENTY ETF TRQuarterly 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$6.06M0.04%+12,259Timeline
CMECME GROUP INCQuarterly 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$6.01M0.04%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly 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$5.99M0.04%+436Timeline
VGTVANGUARD WORLD FDQuarterly 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$5.97M0.04%+45,795Timeline
SBUXSTARBUCKS CORPQuarterly 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$5.94M0.04%+7,959Timeline
VOTVANGUARD INDEX FDSQuarterly 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$5.92M0.04%+218Timeline
VXUSVANGUARD STAR FDSQuarterly 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$5.85M0.04%+2,475Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly 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$5.82M0.04%+26,282Timeline
PAYXPAYCHEX INCQuarterly 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$5.79M0.04%-1,753Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly 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$5.76M0.04%-433Timeline
NVTNVENT ELEC PLCQuarterly 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$5.7M0.04%-2,825Timeline
UBERUBER TECHNOLOGIES INCQuarterly 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$5.68M0.04%newTimeline
CVSCVS HEALTH CORPQuarterly 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$5.67M0.04%+5,158Timeline
BABOEING COQuarterly 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$5.64M0.04%+2,245Timeline
AIZASSURANT INCQuarterly 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$5.62M0.04%+15,163Timeline
PSKSPDR SERIES TRUSTQuarterly 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$5.54M0.03%-31,656Timeline
SYKSTRYKER CORPORATIONQuarterly 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$5.54M0.03%-476Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly 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$5.51M0.03%-3,748Timeline
DGRWWISDOMTREE TRQuarterly 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$5.44M0.03%-1,378Timeline
PFFDGLOBAL X FDSQuarterly 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$5.42M0.03%-46,401Timeline
IJTISHARES TRQuarterly 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$5.42M0.03%+218Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly 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$5.41M0.03%+11,498Timeline
BALIBLACKROCK ETF TRUSTQuarterly 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$5.39M0.03%+76,129Timeline
CEFZELEVATION SERIES TRUSTQuarterly 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$5.38M0.03%+7,130Timeline
BKLCBNY MELLON ETF TRUSTQuarterly 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$5.37M0.03%+5,302Timeline
PFEPFIZER INCQuarterly 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$5.32M0.03%-41,047Timeline
SUSBISHARES TRQuarterly 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$5.29M0.03%newTimeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly 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$5.28M0.03%-53,191Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly 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$5.27M0.03%+5,707Timeline
GDGENERAL DYNAMICS CORPQuarterly 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$5.27M0.03%-1,858Timeline
PEPPEPSICO INCQuarterly 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$5.26M0.03%newTimeline
IGEBISHARES TRQuarterly 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$5.24M0.03%-17,175Timeline
WCCWESCO INTL INCQuarterly 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$5.22M0.03%-1,267Timeline
HASHASBRO INCQuarterly 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$5.21M0.03%+1,117Timeline
TELTE CONNECTIVITY PLCQuarterly 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$5.21M0.03%newTimeline
FTCBFIRST TR EXCHANGE-TRADED FDQuarterly 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$5.2M0.03%+11,443Timeline
APMUTRUST FOR PROFESSIONAL MANAGQuarterly 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$5.2M0.03%+11,765Timeline
SNOWSNOWFLAKE INCQuarterly 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$5.18M0.03%-7,008Timeline
HSYHERSHEY COQuarterly 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$5.16M0.03%-131Timeline
PGRPROGRESSIVE CORPQuarterly 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$5.15M0.03%+1,625Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly 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$5.1M0.03%-2,257Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly 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$5.08M0.03%+3,161Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly 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$5.07M0.03%-1,713Timeline
WMBWILLIAMS COS INCQuarterly 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$5.04M0.03%newTimeline
ALLALLSTATE CORPQuarterly 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$5M0.03%+5,093Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly 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$4.96M0.03%+508Timeline
PFXFVANECK ETF TRUSTQuarterly 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$4.95M0.03%-18,487Timeline
WELLWELLTOWER INCQuarterly 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$4.94M0.03%-2,018Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly 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$4.91M0.03%-2,501Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly 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$4.89M0.03%-150Timeline
TDTORONTO DOMINION BK ONTQuarterly 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$4.89M0.03%-6,650Timeline
DTCRGLOBAL X FDSQuarterly 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$4.86M0.03%+44,617Timeline
VLOVALERO ENERGY CORPQuarterly 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$4.84M0.03%+869Timeline
DTEDTE ENERGY COQuarterly 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$4.8M0.03%+23,257Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly 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$4.79M0.03%-25,891Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly 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$4.78M0.03%newTimeline
ENTGENTEGRIS INCQuarterly 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$4.75M0.03%+6Timeline
PNCPNC FINL SVCS GROUP INCQuarterly 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$4.71M0.03%+5,927Timeline
MLNVANECK ETF TRUSTQuarterly 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$4.69M0.03%-79,949Timeline
BCSBARCLAYS PLCQuarterly 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$4.65M0.03%+29,166Timeline
SCHXSCHWAB STRATEGIC TRQuarterly 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$4.63M0.03%+172Timeline
DECKDECKERS OUTDOOR CORPQuarterly 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$4.62M0.03%+10,343Timeline
LCTDBLACKROCK ETF TRUSTQuarterly 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$4.61M0.03%-4,058Timeline
CWCURTISS WRIGHT CORPQuarterly 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$4.55M0.03%-288Timeline
HCAHCA HEALTHCARE INCQuarterly 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$4.52M0.03%-1,478Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly 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$4.52M0.03%-55,034Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly 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$4.52M0.03%-1,796Timeline
EBAYEBAY 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$4.47M0.03%+786Timeline
GMGENERAL MTRS COQuarterly 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$4.47M0.03%+3,282Timeline
PHMPULTE GROUP INCQuarterly 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$4.39M0.03%newTimeline
SHOPSHOPIFY INCQuarterly 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$4.38M0.03%+3,883Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly 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$4.36M0.03%-188Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly 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$4.35M0.03%+7,868Timeline
MPCMARATHON PETE CORPQuarterly 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$4.33M0.03%-565Timeline
DHID R HORTON INCQuarterly 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$4.33M0.03%+1,255Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly 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$4.33M0.03%+2,097Timeline
NOWSERVICENOW INCQuarterly 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$4.31M0.03%-13,698Timeline
SRLNSSGA ACTIVE ETF TRQuarterly 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$4.3M0.03%+10,972Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly 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$4.28M0.03%-892Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly 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$4.27M0.03%+7,004Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly 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$4.26M0.03%+38,253Timeline
EOGEOG RES INCQuarterly 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$4.23M0.03%+340Timeline
BTIBRITISH AMERN TOB PLCQuarterly 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$4.22M0.03%-5,877Timeline
MDTMEDTRONIC PLCQuarterly 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$4.22M0.03%-49,311Timeline
USHYISHARES TRQuarterly 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$4.21M0.03%-1,486Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly 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$4.21M0.03%-4,051Timeline
UPSUNITED PARCEL SVCS INCQuarterly 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$4.2M0.03%-233Timeline
SNPSSYNOPSYS INCQuarterly 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$4.19M0.03%-128Timeline
CTASCINTAS CORPQuarterly 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$4.17M0.03%-7,704Timeline
SOSOUTHERN COQuarterly 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$4.15M0.03%+1,536Timeline
EMGFISHARES INCQuarterly 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$4.14M0.03%-5,880Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly 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$4.11M0.03%-9,500Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly 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$4.11M0.03%+21,019Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly 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$4.11M0.03%+19,282Timeline
SCHWCHARLES 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$4.1M0.03%-661Timeline
EMREMERSON ELEC COQuarterly 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$4.05M0.03%+9,998Timeline
IBTMISHARES TRQuarterly 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$4.04M0.03%+10,195Timeline
BOTZGLOBAL X FDSQuarterly 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$4.04M0.03%+14,725Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly 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$4.03M0.03%+18,990Timeline
SCZISHARES TRQuarterly 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$4.03M0.03%newTimeline
BLVVANGUARD BD INDEX FDSQuarterly 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$4.03M0.03%+25,393Timeline
EMHCSPDR SERIES TRUSTQuarterly 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$4M0.03%+8,509Timeline
RWOSPDR INDEX SHS FDSQuarterly 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$3.99M0.02%+2,538Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly 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$3.99M0.02%+1,579Timeline
BSVOEA SERIES TRUSTQuarterly 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$3.98M0.02%-408Timeline
HSBCHSBC HLDGS PLCQuarterly 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$3.98M0.02%-1,066Timeline
CSXCSX CORPQuarterly 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$3.98M0.02%+659Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly 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$3.96M0.02%+33,140Timeline
CBRECBRE GROUP INCQuarterly 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$3.92M0.02%-691Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly 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$3.91M0.02%newTimeline
EWYISHARES INCQuarterly 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$3.9M0.02%newTimeline
MLPXGLOBAL X FDSQuarterly 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$3.83M0.02%+12,009Timeline
DALDELTA AIR LINES INCQuarterly 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$3.82M0.02%+2,592Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly 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$3.82M0.02%+102Timeline
AIPOTIDAL TRUST IIQuarterly 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$3.81M0.02%newTimeline
BSXBOSTON SCIENTIFIC CORPQuarterly 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$3.8M0.02%+66,269Timeline
CLOABLACKROCK ETF TRUST IIQuarterly 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$3.76M0.02%-37,679Timeline
AFLAFLAC INCQuarterly 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$3.74M0.02%-365Timeline
FCXFREEPORT MCMORAN INCQuarterly 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$3.74M0.02%newTimeline
SECUBLACKROCK ETF TRUST IIQuarterly 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$3.73M0.02%newTimeline
CRMSALESFORCE INCQuarterly 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$3.72M0.02%-3,590Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly 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$3.71M0.02%+563Timeline
ROSTROSS STORES INCQuarterly 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$3.71M0.02%+3,082Timeline
IGMISHARES TRQuarterly 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$3.7M0.02%-1,614Timeline
XLRESELECT SECTOR SPDR TRQuarterly 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$3.7M0.02%+2,660Timeline
RCLROYAL CARIBBEAN GROUPQuarterly 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$3.68M0.02%+82Timeline
FNFABRINETQuarterly 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$3.68M0.02%-63Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly 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$3.66M0.02%+28,455Timeline
RYROYAL BK CDAQuarterly 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$3.65M0.02%+60Timeline
QQQINEOS ETF TRUSTQuarterly 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$3.64M0.02%+12,836Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly 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$3.62M0.02%-1,604Timeline
NLRVANECK ETF TRUSTQuarterly 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$3.6M0.02%newTimeline
RTORENTOKIL INITIAL PLCQuarterly 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$3.59M0.02%+20,487Timeline
INTUINTUITQuarterly 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$3.59M0.02%-4,860Timeline
TTETOTALENERGIES SEQuarterly 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$3.55M0.02%+7,084Timeline
CITHE CIGNA GROUPQuarterly 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$3.5M0.02%-1,374Timeline
SPSBSPDR SERIES TRUSTQuarterly 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$3.49M0.02%+34,382Timeline
SONYSONY GROUP CORPQuarterly 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$3.48M0.02%-61,696Timeline
DELLDELL TECHNOLOGIES INCQuarterly 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$3.46M0.02%newTimeline
NETCLOUDFLARE INCQuarterly 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$3.42M0.02%+786Timeline
NGGNATIONAL GRID PLCQuarterly 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$3.41M0.02%-10,146Timeline
ETRENTERGY CORP NEWQuarterly 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$3.38M0.02%-1,622Timeline
TMUST-MOBILE US INCQuarterly 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$3.35M0.02%-1,423Timeline
ICLNISHARES TRQuarterly 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$3.33M0.02%+147,295Timeline
CRHCRH PLCQuarterly 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$3.33M0.02%newTimeline
CASYCASEYS GEN STORES INCQuarterly 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$3.31M0.02%+691Timeline
MMM3M COQuarterly 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$3.28M0.02%newTimeline
SPYINEOS ETF TRUSTQuarterly 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$3.28M0.02%+9,709Timeline
WABWABTECQuarterly 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$3.27M0.02%+130Timeline
RKTROCKET COS INCQuarterly 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$3.27M0.02%-8,042Timeline
MGCVANGUARD WORLD FDQuarterly 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$3.26M0.02%-233Timeline
WMWASTE MGMT INC DELQuarterly 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$3.26M0.02%-7,039Timeline
COWGPACER FDS TRQuarterly 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$3.25M0.02%-452Timeline
FDXFEDEX CORPQuarterly 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$3.24M0.02%+3,522Timeline
ADBEADOBE INCQuarterly 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$3.24M0.02%+422Timeline
IDEVISHARES TRQuarterly 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$3.23M0.02%newTimeline
EDCONSOLIDATED EDISON INCQuarterly 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$3.22M0.02%-2,291Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly 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$3.2M0.02%+69,824Timeline
EQIXEQUINIX INCQuarterly 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$3.19M0.02%-252Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XTENBONDBLOXX ETF TRUST186,040$8.53Mshares
HONHONEYWELL INTL INC15,221$3.44Mshares
FXIISHARES TR57,761$2.07Mshares
CCLCARNIVAL CORP65,571$1.7Mshares
FMFFIRST TR EXCHANGE-TRADED FD25,265$1.28Mshares
KTKT CORP55,156$1.18Mshares
HYGWISHARES TR34,166$1.01Mshares
SIGSIGNET JEWELERS LTD11,713$991Kshares
VDEVANGUARD WORLD FD5,713$989Kshares
BIDUBAIDU INC8,674$966Kshares
FBTFIRST TR EXCHANGE-TRADED FD4,574$919Kshares
CTRACOTERRA ENERGY INC25,820$907Kshares
FMATFIDELITY COVINGTON TRUST13,408$773Kshares
DDDUPONT DE NEMOURS INC16,057$735Kshares
FTLSFIRST TR EXCH TRADED FD III10,383$731Kshares
UUPINVESCO DB US DLR INDEX TR23,868$663Kshares
BBARRICK MNG CORP16,085$655Kshares
VNTVONTIER CORPORATION15,091$535Kshares
FAARFIRST TR EXCHANGE TRAD FD VI15,759$532Kshares
SKYYFIRST TR EXCHANGE-TRADED FD4,854$531Kshares
GILGILDAN ACTIVEWEAR INC8,952$498Kshares
GDDYGODADDY INC5,784$478Kshares
VIOVVANGUARD ADMIRAL FDS INC4,472$455Kshares
REALTHE REALREAL INC48,994$445Kshares
SSBSOUTHSTATE BK CORP4,660$431Kshares
CELHCELSIUS HLDGS INC11,383$404Kshares
PENPENUMBRA INC1,103$362Kshares
USPHU S PHYSICAL THERAPY4,703$353Kshares
PLNTPLANET FITNESS MASTER ISSUER4,364$325Kshares
MANHMANHATTAN ASSOCIATES INC2,419$322Kshares
OUSMALPS ETF TR6,843$299Kshares
LKQLKQ CORP10,039$295Kshares
DPZDOMINOS PIZZA INC807$290Kshares
WINGWINGSTOP INC1,836$285Kshares
IRINGERSOLL RAND INC3,472$278Kshares
TSCOTRACTOR SUPPLY CO6,142$278Kshares
TECHBIO-TECHNE CORP5,283$276Kshares
WTWWILLIS TOWERS WATSON PLC LTD904$263Kshares
EPAMEPAM SYS INC1,918$260Kshares
WHRWHIRLPOOL CORP4,779$258Kshares
RYNRAYONIER INC12,347$255Kshares
HUBSHUBSPOT INC1,024$250Kshares
WDAYWORKDAY INC1,849$240Kshares
LULULULULEMON ATHLETICA INC1,523$233Kshares
HLALLISTED FDS TR3,884$230Kshares
TTDTHE TRADE DESK INC10,157$230Kshares
YUMCYUM CHINA HLDGS INC4,664$228Kshares
MOSMOSAIC CO8,883$227Kshares
FYLDCAMBRIA ETF TR6,031$225Kshares
WFGWEST FRASER TIMBER CO LTD3,444$224Kshares
GBTCGRAYSCALE BITCOIN TRUST ETF4,253$224Kshares
FRPTFRESHPET INC3,768$222Kshares
EWZISHARES INC5,739$220Kshares
SMSM ENERGY COMPANY7,039$219Kshares
WSRWHITESTONE REIT13,221$214Kshares
EXLSEXLSERVICE HLDGS INC6,986$213Kshares
ZZILLOW GROUP INC5,137$213Kshares
CDECOEUR MNG INC11,293$212Kshares
KGCKINROSS GOLD CORP6,914$211Kshares
VITLVITAL FARMS INC14,892$210Kshares
ANGLVANECK ETF TRUST7,294$209Kshares
ESLTELBIT SYS LTD251$209Kshares
DBCINVESCO DB COMMDY INDX TRCK7,193$208Kshares
TNDMTANDEM DIABETES CARE INC10,647$204Kshares
BROBROWN & BROWN INC3,075$201Kshares
MIRMIRION TECHNOLOGIES INC10,816$201Kshares
AESAES CORP11,816$166Kshares
CXCEMEX SAB DE CV14,133$162Kshares
RENTRENT THE RUNWAY INC22,139$106Kshares
FINVFINVOLUTION GROUP17,658$85Kshares
BBDOBANCO BRADESCO S A20,825$69Kshares
GABELLI EQUITY TR INCGABELLI EQUITY TR INC25,560$0shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001071640-26-000012 base2026-07-20acceptance time not in the bulk data set