AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917,815 shares; 2024Q4: 1,454,279 shares; 2025Q1: 1,629,637 shares; 2025Q2: 2,011,769 shares; 2025Q3: 2,181,166 shares; 2025Q4: 2,651,448 shares; 2026Q1: 2,780,794 shares; 2026Q2: 2,974,072 shares 2,974,072 $858M 3.52% +193,278 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,757 shares; 2024Q4: 385,585 shares; 2025Q1: 534,943 shares; 2025Q2: 597,818 shares; 2025Q3: 719,462 shares; 2025Q4: 774,856 shares; 2026Q1: 851,150 shares; 2026Q2: 936,468 shares 936,468 $702M 2.88% +85,318 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,414,193 shares; 2024Q4: 3,391,582 shares; 2025Q1: 4,205,756 shares; 2025Q2: 5,551,780 shares; 2025Q3: 6,533,589 shares; 2025Q4: 6,993,740 shares; 2026Q1: 7,777,803 shares; 2026Q2: 8,336,989 shares 8,336,989 $643M 2.64% +559,186 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705,692 shares; 2024Q4: 997,703 shares; 2025Q1: 1,091,055 shares; 2025Q2: 1,414,283 shares; 2025Q3: 1,919,713 shares; 2025Q4: 2,477,592 shares; 2026Q1: 2,643,834 shares; 2026Q2: 2,989,211 shares 2,989,211 $598M 2.46% +345,377 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,284 shares; 2024Q4: 692,772 shares; 2025Q1: 783,110 shares; 2025Q2: 1,005,611 shares; 2025Q3: 1,091,953 shares; 2025Q4: 1,324,960 shares; 2026Q1: 1,410,984 shares; 2026Q2: 1,521,203 shares 1,521,203 $566M 2.32% +110,219 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010,546 shares; 2024Q4: 1,600,629 shares; 2025Q1: 1,974,775 shares; 2025Q2: 2,621,743 shares; 2025Q3: 3,129,559 shares; 2025Q4: 3,444,118 shares; 2026Q1: 3,916,831 shares; 2026Q2: 4,253,416 shares 4,253,416 $421M 1.73% +336,585 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665,373 shares; 2024Q4: 4,126,118 shares; 2025Q1: 5,652,669 shares; 2025Q2: 7,206,897 shares; 2025Q3: 8,048,126 shares; 2025Q4: 8,363,568 shares; 2026Q1: 9,105,172 shares; 2026Q2: 9,826,699 shares 9,826,699 $406M 1.66% +721,527 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,071 shares; 2024Q4: 481,482 shares; 2025Q1: 557,089 shares; 2025Q2: 697,035 shares; 2025Q3: 753,050 shares; 2025Q4: 861,231 shares; 2026Q1: 883,594 shares; 2026Q2: 956,184 shares 956,184 $361M 1.48% +72,590 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,372 shares; 2024Q4: 308,186 shares; 2025Q1: 337,828 shares; 2025Q2: 489,512 shares; 2025Q3: 664,921 shares; 2025Q4: 856,960 shares; 2026Q1: 908,515 shares; 2026Q2: 959,152 shares 959,152 $343M 1.41% +50,637 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227,965 shares; 2024Q4: 1,918,299 shares; 2025Q1: 2,373,553 shares; 2025Q2: 2,742,003 shares; 2025Q3: 2,973,338 shares; 2025Q4: 3,135,764 shares; 2026Q1: 3,304,688 shares; 2026Q2: 3,429,402 shares 3,429,402 $331M 1.36% +124,714 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,037 shares; 2024Q4: 524,816 shares; 2025Q1: 576,324 shares; 2025Q2: 707,759 shares; 2025Q3: 871,916 shares; 2025Q4: 1,140,967 shares; 2026Q1: 1,261,736 shares; 2026Q2: 1,356,188 shares 1,356,188 $322M 1.32% +94,452 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,418 shares; 2024Q4: 518,764 shares; 2025Q1: 564,061 shares; 2025Q2: 687,963 shares; 2025Q3: 749,785 shares; 2025Q4: 913,996 shares; 2026Q1: 936,618 shares; 2026Q2: 935,957 shares 935,957 $306M 1.26% -661 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,632 shares; 2024Q4: 44,941 shares; 2025Q1: 56,720 shares; 2025Q2: 75,351 shares; 2025Q3: 106,632 shares; 2025Q4: 278,473 shares; 2026Q1: 308,316 shares; 2026Q2: 336,534 shares 336,534 $251M 1.03% +28,218 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,064 shares; 2024Q4: 48,254 shares; 2025Q1: 65,983 shares; 2025Q2: 70,158 shares; 2025Q3: 161,832 shares; 2025Q4: 179,683 shares; 2026Q1: 193,267 shares; 2026Q2: 214,598 shares 214,598 $249M 1.02% +21,331 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,005 shares; 2024Q4: 95,179 shares; 2025Q1: 137,926 shares; 2025Q2: 150,646 shares; 2025Q3: 168,809 shares; 2025Q4: 304,035 shares; 2026Q1: 303,739 shares; 2026Q2: 353,195 shares 353,195 $241M 0.99% +49,456 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,317 shares; 2024Q4: 67,072 shares; 2025Q1: 92,538 shares; 2025Q2: 119,300 shares; 2025Q3: 123,218 shares; 2025Q4: 160,586 shares; 2026Q1: 171,696 shares; 2026Q2: 180,745 shares 180,745 $217M 0.89% +9,049 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,731 shares; 2024Q4: 1,042,041 shares; 2025Q1: 1,655,635 shares; 2025Q2: 2,362,294 shares; 2025Q3: 2,862,249 shares; 2025Q4: 3,410,407 shares; 2026Q1: 3,959,644 shares; 2026Q2: 4,325,800 shares 4,325,800 $210M 0.86% +366,156 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,384 shares; 2024Q4: 425,094 shares; 2025Q1: 469,325 shares; 2025Q2: 604,758 shares; 2025Q3: 663,276 shares; 2025Q4: 763,694 shares; 2026Q1: 760,730 shares; 2026Q2: 809,873 shares 809,873 $206M 0.84% +49,143 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,647 shares; 2024Q4: 154,359 shares; 2025Q1: 207,176 shares; 2025Q2: 225,385 shares; 2025Q3: 236,970 shares; 2025Q4: 300,632 shares; 2026Q1: 321,083 shares; 2026Q2: 2,160,364 shares 2,160,364 $186M 0.76% +1,839,281 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,399 shares; 2024Q4: 546,342 shares; 2025Q1: 531,068 shares; 2025Q2: 577,718 shares; 2025Q3: 817,791 shares; 2025Q4: 913,852 shares; 2026Q1: 1,982,986 shares; 2026Q2: 2,115,509 shares 2,115,509 $175M 0.72% +132,523 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,901 shares; 2024Q4: 97,817 shares; 2025Q1: 112,249 shares; 2025Q2: 165,752 shares; 2025Q3: 221,839 shares; 2025Q4: 258,906 shares; 2026Q1: 280,856 shares; 2026Q2: 303,172 shares 303,172 $171M 0.7% +22,316 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,029 shares; 2024Q4: 736,961 shares; 2025Q1: 847,348 shares; 2025Q2: 1,040,297 shares; 2025Q3: 1,167,854 shares; 2025Q4: 1,350,705 shares; 2026Q1: 1,362,078 shares; 2026Q2: 1,439,555 shares 1,439,555 $163M 0.67% +77,477 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,377 shares; 2024Q4: 197,296 shares; 2025Q1: 224,807 shares; 2025Q2: 286,912 shares; 2025Q3: 315,101 shares; 2025Q4: 384,995 shares; 2026Q1: 382,653 shares; 2026Q2: 423,378 shares 423,378 $151M 0.62% +40,725 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,841 shares; 2024Q4: 115,561 shares; 2025Q1: 171,229 shares; 2025Q2: 256,763 shares; 2025Q3: 290,067 shares; 2025Q4: 371,589 shares; 2026Q1: 401,125 shares; 2026Q2: 434,725 shares 434,725 $149M 0.61% +33,600 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,900 shares; 2024Q4: 300,345 shares; 2025Q1: 407,572 shares; 2025Q2: 461,610 shares; 2025Q3: 524,119 shares; 2025Q4: 575,385 shares; 2026Q1: 570,781 shares; 2026Q2: 607,172 shares 607,172 $144M 0.59% +36,391 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,998 shares; 2024Q4: 98,800 shares; 2025Q1: 97,006 shares; 2025Q2: 558,578 shares; 2025Q3: 635,580 shares; 2025Q4: 609,636 shares; 2026Q1: 665,712 shares; 2026Q2: 653,307 shares 653,307 $144M 0.59% -12,405 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649,985 shares; 2024Q4: 755,606 shares; 2025Q1: 1,214,991 shares; 2025Q2: 1,440,012 shares; 2025Q3: 1,607,316 shares; 2025Q4: 2,379,691 shares; 2026Q1: 2,647,834 shares; 2026Q2: 2,876,171 shares 2,876,171 $142M 0.58% +228,337 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,748 shares; 2024Q4: 769,528 shares; 2025Q1: 712,826 shares; 2025Q2: 868,559 shares; 2025Q3: 959,847 shares; 2025Q4: 1,074,321 shares; 2026Q1: 1,101,503 shares; 2026Q2: 1,185,234 shares 1,185,234 $139M 0.57% +83,731 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,350 shares; 2024Q4: 511,157 shares; 2025Q1: 568,741 shares; 2025Q2: 657,857 shares; 2025Q3: 831,278 shares; 2025Q4: 1,181,652 shares; 2026Q1: 1,321,214 shares; 2026Q2: 1,916,431 shares 1,916,431 $137M 0.56% +595,217 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,655 shares; 2024Q4: 284,085 shares; 2025Q1: 351,891 shares; 2025Q2: 383,655 shares; 2025Q3: 425,506 shares; 2025Q4: 466,133 shares; 2026Q1: 499,413 shares; 2026Q2: 603,952 shares 603,952 $132M 0.54% +104,539 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,689 shares; 2024Q4: 62,966 shares; 2025Q1: 86,521 shares; 2025Q2: 122,691 shares; 2025Q3: 139,232 shares; 2025Q4: 156,043 shares; 2026Q1: 169,257 shares; 2026Q2: 181,284 shares 181,284 $131M 0.54% +12,027 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,977 shares; 2024Q4: 452,782 shares; 2025Q1: 493,366 shares; 2025Q2: 628,393 shares; 2025Q3: 757,836 shares; 2025Q4: 807,702 shares; 2026Q1: 813,855 shares; 2026Q2: 854,086 shares 854,086 $127M 0.52% +40,231 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,091 shares; 2024Q4: 60,499 shares; 2025Q1: 70,125 shares; 2025Q2: 90,271 shares; 2025Q3: 99,316 shares; 2025Q4: 113,002 shares; 2026Q1: 117,478 shares; 2026Q2: 131,634 shares 131,634 $123M 0.51% +14,156 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,098 shares; 2024Q4: 48,828 shares; 2025Q1: 52,956 shares; 2025Q2: 72,381 shares; 2025Q3: 82,892 shares; 2025Q4: 99,386 shares; 2026Q1: 108,243 shares; 2026Q2: 110,167 shares 110,167 $118M 0.48% +1,924 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,977 shares; 2024Q4: 105,747 shares; 2025Q1: 129,098 shares; 2025Q2: 167,621 shares; 2025Q3: 180,218 shares; 2025Q4: 207,243 shares; 2026Q1: 216,358 shares; 2026Q2: 234,928 shares 234,928 $118M 0.48% +18,570 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,137 shares; 2024Q4: 433,700 shares; 2025Q1: 577,672 shares; 2025Q2: 798,107 shares; 2025Q3: 945,305 shares; 2025Q4: 1,150,988 shares; 2026Q1: 1,296,496 shares; 2026Q2: 1,466,522 shares 1,466,522 $114M 0.47% +170,026 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,865 shares; 2024Q4: 63,074 shares; 2025Q1: 68,283 shares; 2025Q2: 73,551 shares; 2025Q3: 99,505 shares; 2025Q4: 134,062 shares; 2026Q1: 131,171 shares; 2026Q2: 152,043 shares 152,043 $112M 0.46% +20,872 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,852 shares; 2024Q4: 58,955 shares; 2025Q1: 72,342 shares; 2025Q2: 88,710 shares; 2025Q3: 119,228 shares; 2025Q4: 243,688 shares; 2026Q1: 258,527 shares; 2026Q2: 300,858 shares 300,858 $111M 0.46% +42,331 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,615 shares; 2024Q4: 39,387 shares; 2025Q1: 58,866 shares; 2025Q2: 65,380 shares; 2025Q3: 70,715 shares; 2025Q4: 106,269 shares; 2026Q1: 108,455 shares; 2026Q2: 108,055 shares 108,055 $109M 0.45% -400 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,401 shares; 2024Q4: 208,732 shares; 2025Q1: 233,478 shares; 2025Q2: 284,209 shares; 2025Q3: 306,474 shares; 2025Q4: 382,480 shares; 2026Q1: 396,924 shares; 2026Q2: 425,683 shares 425,683 $107M 0.44% +28,759 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,520 shares; 2024Q4: 51,326 shares; 2025Q1: 62,282 shares; 2025Q2: 94,290 shares; 2025Q3: 143,346 shares; 2025Q4: 219,870 shares; 2026Q1: 245,303 shares; 2026Q2: 254,220 shares 254,220 $107M 0.44% +8,917 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,725 shares; 2024Q4: 527,051 shares; 2025Q1: 1,020,422 shares; 2025Q2: 1,303,527 shares; 2025Q3: 1,522,223 shares; 2025Q4: 2,071,713 shares; 2026Q1: 2,239,454 shares; 2026Q2: 2,262,117 shares 2,262,117 $107M 0.44% +22,663 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,369 shares; 2024Q4: 404,282 shares; 2025Q1: 457,918 shares; 2025Q2: 2,899,033 shares; 2025Q3: 3,280,177 shares; 2025Q4: 4,297,725 shares; 2026Q1: 4,901,409 shares; 2026Q2: 4,779,471 shares 4,779,471 $107M 0.44% -121,938 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,909 shares; 2024Q4: 180,703 shares; 2025Q1: 205,548 shares; 2025Q2: 243,005 shares; 2025Q3: 245,032 shares; 2025Q4: 279,569 shares; 2026Q1: 280,032 shares; 2026Q2: 280,838 shares 280,838 $102M 0.42% +806 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,585 shares; 2024Q4: 362,527 shares; 2025Q1: 407,683 shares; 2025Q2: 458,751 shares; 2025Q3: 531,495 shares; 2025Q4: 718,874 shares; 2026Q1: 714,951 shares; 2026Q2: 732,418 shares 732,418 $100M 0.41% +17,467 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,459 shares; 2024Q4: 129,558 shares; 2025Q1: 163,571 shares; 2025Q2: 199,368 shares; 2025Q3: 197,996 shares; 2025Q4: 242,882 shares; 2026Q1: 263,240 shares; 2026Q2: 277,010 shares 277,010 $97.7M 0.4% +13,770 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,127 shares; 2024Q4: 171,929 shares; 2025Q1: 190,855 shares; 2025Q2: 195,291 shares; 2025Q3: 223,014 shares; 2025Q4: 253,708 shares; 2026Q1: 270,338 shares; 2026Q2: 1,202,798 shares 1,202,798 $96.9M 0.4% +932,460 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,256 shares; 2024Q4: 136,959 shares; 2025Q1: 197,521 shares; 2025Q2: 238,347 shares; 2025Q3: 287,154 shares; 2025Q4: 318,508 shares; 2026Q1: 354,209 shares; 2026Q2: 376,961 shares 376,961 $92.9M 0.38% +22,752 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,703 shares; 2024Q4: 184,193 shares; 2025Q1: 201,772 shares; 2025Q2: 250,414 shares; 2025Q3: 272,478 shares; 2025Q4: 301,098 shares; 2026Q1: 310,503 shares; 2026Q2: 328,339 shares 328,339 $88.8M 0.36% +17,836 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,334 shares; 2025Q1: 73,566 shares; 2025Q2: 92,319 shares; 2025Q3: 76,092 shares; 2025Q4: 82,802 shares; 2026Q1: 83,909 shares; 2026Q2: 91,869 shares 91,869 $88.3M 0.36% +7,960 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,943 shares; 2024Q4: 352,672 shares; 2025Q1: 362,744 shares; 2025Q2: 445,166 shares; 2025Q3: 480,232 shares; 2025Q4: 520,512 shares; 2026Q1: 523,104 shares; 2026Q2: 530,923 shares 530,923 $88M 0.36% +7,819 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,780 shares; 2024Q4: 203,979 shares; 2025Q1: 245,806 shares; 2025Q2: 168,260 shares; 2025Q3: 175,821 shares; 2025Q4: 212,621 shares; 2026Q1: 200,642 shares; 2026Q2: 218,626 shares 218,626 $86.8M 0.36% +17,984 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,307 shares; 2024Q4: 327,195 shares; 2025Q1: 362,027 shares; 2025Q2: 451,656 shares; 2025Q3: 488,448 shares; 2025Q4: 524,020 shares; 2026Q1: 686,805 shares; 2026Q2: 591,584 shares 591,584 $86.7M 0.36% -95,221 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,658 shares; 2024Q4: 3,694 shares; 2025Q1: 61,138 shares; 2025Q2: 742,520 shares; 2025Q3: 778,878 shares; 2025Q4: 842,326 shares; 2026Q1: 891,464 shares; 2026Q2: 933,121 shares 933,121 $85.2M 0.35% +41,657 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 407,983 shares; 2025Q1: 579,399 shares; 2025Q2: 897,778 shares; 2025Q3: 1,133,615 shares; 2025Q4: 1,272,793 shares; 2026Q1: 1,453,116 shares; 2026Q2: 1,589,828 shares 1,589,828 $84.8M 0.35% +136,712 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,144 shares; 2024Q4: 128,538 shares; 2025Q1: 144,020 shares; 2025Q2: 159,924 shares; 2025Q3: 181,286 shares; 2025Q4: 406,800 shares; 2026Q1: 440,906 shares; 2026Q2: 437,082 shares 437,082 $83.3M 0.34% -3,824 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,305 shares; 2024Q4: 548,360 shares; 2025Q1: 649,373 shares; 2025Q2: 818,349 shares; 2025Q3: 750,231 shares; 2025Q4: 832,057 shares; 2026Q1: 847,957 shares; 2026Q2: 913,761 shares 913,761 $80.2M 0.33% +65,804 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,899 shares; 2024Q4: 108,200 shares; 2025Q1: 114,627 shares; 2025Q2: 136,828 shares; 2025Q3: 164,675 shares; 2025Q4: 216,937 shares; 2026Q1: 246,666 shares; 2026Q2: 269,706 shares 269,706 $78.1M 0.32% +23,040 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,516 shares; 2024Q4: 56,892 shares; 2025Q1: 89,767 shares; 2025Q2: 97,819 shares; 2025Q3: 119,041 shares; 2025Q4: 147,013 shares; 2026Q1: 164,760 shares; 2026Q2: 183,176 shares 183,176 $78.1M 0.32% +18,416 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,918 shares; 2024Q4: 417,695 shares; 2025Q1: 500,123 shares; 2025Q2: 619,278 shares; 2025Q3: 559,499 shares; 2025Q4: 585,417 shares; 2026Q1: 590,580 shares; 2026Q2: 658,408 shares 658,408 $77.1M 0.32% +67,828 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,979 shares; 2024Q4: 37,908 shares; 2025Q1: 69,579 shares; 2025Q2: 281,590 shares; 2025Q3: 439,229 shares; 2025Q4: 558,992 shares; 2026Q1: 794,001 shares; 2026Q2: 858,519 shares 858,519 $76.6M 0.31% +64,518 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,700 shares; 2024Q4: 136,935 shares; 2025Q1: 207,173 shares; 2025Q2: 1,285,162 shares; 2025Q3: 1,386,462 shares; 2025Q4: 1,589,634 shares; 2026Q1: 1,944,494 shares; 2026Q2: 1,805,738 shares 1,805,738 $76.5M 0.31% -138,756 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,998 shares; 2024Q4: 53,288 shares; 2025Q1: 66,146 shares; 2025Q2: 88,120 shares; 2025Q3: 100,861 shares; 2025Q4: 126,095 shares; 2026Q1: 131,020 shares; 2026Q2: 151,689 shares 151,689 $72.7M 0.3% +20,669 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,674 shares; 2024Q4: 90,639 shares; 2025Q1: 89,670 shares; 2025Q2: 97,332 shares; 2025Q3: 115,755 shares; 2025Q4: 201,599 shares; 2026Q1: 274,839 shares; 2026Q2: 213,317 shares 213,317 $72.6M 0.3% -61,522 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,917 shares; 2024Q4: 421,205 shares; 2025Q1: 501,779 shares; 2025Q2: 448,078 shares; 2025Q3: 470,436 shares; 2025Q4: 503,900 shares; 2026Q1: 506,594 shares; 2026Q2: 562,388 shares 562,388 $72.3M 0.3% +55,794 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,302 shares; 2024Q4: 174,892 shares; 2025Q1: 182,349 shares; 2025Q2: 247,077 shares; 2025Q3: 263,876 shares; 2025Q4: 284,299 shares; 2026Q1: 292,596 shares; 2026Q2: 318,744 shares 318,744 $71.4M 0.29% +26,148 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587,289 shares; 2024Q4: 594,527 shares; 2025Q1: 604,451 shares; 2025Q2: 635,173 shares; 2025Q3: 751,830 shares; 2025Q4: 975,588 shares; 2026Q1: 1,066,070 shares; 2026Q2: 1,185,271 shares 1,185,271 $70.7M 0.29% +119,201 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,553 shares; 2024Q4: 740,275 shares; 2025Q1: 926,484 shares; 2025Q2: 1,162,077 shares; 2025Q3: 1,335,180 shares; 2025Q4: 1,540,437 shares; 2026Q1: 1,721,213 shares; 2026Q2: 1,666,682 shares 1,666,682 $70.5M 0.29% -54,531 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,569 shares; 2024Q4: 57,873 shares; 2025Q1: 62,421 shares; 2025Q2: 92,554 shares; 2025Q3: 101,737 shares; 2025Q4: 111,344 shares; 2026Q1: 120,016 shares; 2026Q2: 121,087 shares 121,087 $70.5M 0.29% +1,071 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,268 shares; 2024Q4: 131,705 shares; 2025Q1: 127,345 shares; 2025Q2: 162,589 shares; 2025Q3: 168,880 shares; 2025Q4: 182,338 shares; 2026Q1: 184,735 shares; 2026Q2: 198,131 shares 198,131 $70.2M 0.29% +13,396 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,658 shares; 2024Q4: 309,948 shares; 2025Q1: 370,025 shares; 2025Q2: 1,055,523 shares; 2025Q3: 959,145 shares; 2025Q4: 1,130,682 shares; 2026Q1: 1,177,625 shares; 2026Q2: 1,382,506 shares 1,382,506 $70M 0.29% +204,881 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,586 shares; 2024Q4: 130,422 shares; 2025Q1: 153,167 shares; 2025Q2: 190,819 shares; 2025Q3: 168,806 shares; 2025Q4: 188,417 shares; 2026Q1: 185,242 shares; 2026Q2: 200,613 shares 200,613 $68.3M 0.28% +15,371 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,640 shares; 2024Q4: 171,472 shares; 2025Q1: 219,287 shares; 2025Q2: 275,865 shares; 2025Q3: 311,560 shares; 2025Q4: 349,137 shares; 2026Q1: 390,337 shares; 2026Q2: 424,987 shares 424,987 $64.4M 0.26% +34,650 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,759 shares; 2024Q4: 291,279 shares; 2025Q1: 350,945 shares; 2025Q2: 430,633 shares; 2025Q3: 407,279 shares; 2025Q4: 437,511 shares; 2026Q1: 450,697 shares; 2026Q2: 471,030 shares 471,030 $63.7M 0.26% +20,333 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,196 shares; 2024Q4: 215,697 shares; 2025Q1: 212,940 shares; 2025Q2: 256,497 shares; 2025Q3: 279,276 shares; 2025Q4: 291,820 shares; 2026Q1: 279,186 shares; 2026Q2: 286,055 shares 286,055 $63M 0.26% +6,869 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,258 shares; 2024Q4: 393,603 shares; 2025Q1: 351,485 shares; 2025Q2: 295,956 shares; 2025Q3: 304,742 shares; 2025Q4: 359,434 shares; 2026Q1: 365,958 shares; 2026Q2: 382,673 shares 382,673 $63M 0.26% +16,715 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,267 shares; 2024Q4: 61,902 shares; 2025Q1: 100,186 shares; 2025Q2: 128,091 shares; 2025Q3: 134,768 shares; 2025Q4: 195,105 shares; 2026Q1: 225,556 shares; 2026Q2: 248,107 shares 248,107 $61.6M 0.25% +22,551 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,251 shares; 2025Q1: 31,124 shares; 2025Q2: 85,561 shares; 2025Q3: 102,200 shares; 2025Q4: 117,395 shares; 2026Q1: 129,764 shares; 2026Q2: 137,597 shares 137,597 $59.9M 0.25% +7,833 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,523 shares; 2024Q4: 52,302 shares; 2025Q1: 66,478 shares; 2025Q2: 102,487 shares; 2025Q3: 124,239 shares; 2025Q4: 146,443 shares; 2026Q1: 149,710 shares; 2026Q2: 160,214 shares 160,214 $59.8M 0.25% +10,504 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,542 shares; 2024Q4: 438,043 shares; 2025Q1: 461,195 shares; 2025Q2: 538,328 shares; 2025Q3: 572,562 shares; 2025Q4: 587,634 shares; 2026Q1: 600,530 shares; 2026Q2: 709,689 shares 709,689 $58.7M 0.24% +109,159 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,819 shares; 2024Q4: 60,552 shares; 2025Q1: 57,287 shares; 2025Q2: 87,965 shares; 2025Q3: 92,954 shares; 2025Q4: 100,748 shares; 2026Q1: 95,404 shares; 2026Q2: 106,787 shares 106,787 $55.4M 0.23% +11,383 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,373 shares; 2024Q4: 227,632 shares; 2025Q1: 214,528 shares; 2025Q2: 346,573 shares; 2025Q3: 400,855 shares; 2025Q4: 431,836 shares; 2026Q1: 436,542 shares; 2026Q2: 401,071 shares 401,071 $55.3M 0.23% -35,471 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,721 shares; 2024Q4: 46,537 shares; 2025Q1: 80,301 shares; 2025Q2: 101,556 shares; 2025Q3: 118,677 shares; 2025Q4: 148,238 shares; 2026Q1: 161,417 shares; 2026Q2: 182,529 shares 182,529 $55.3M 0.23% +21,112 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,466 shares; 2024Q4: 376,796 shares; 2025Q1: 421,039 shares; 2025Q2: 569,944 shares; 2025Q3: 531,114 shares; 2025Q4: 581,695 shares; 2026Q1: 576,145 shares; 2026Q2: 602,718 shares 602,718 $54.8M 0.22% +26,573 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,209 shares; 2024Q4: 120,497 shares; 2025Q1: 125,779 shares; 2025Q2: 212,868 shares; 2025Q3: 442,078 shares; 2025Q4: 569,745 shares; 2026Q1: 581,779 shares; 2026Q2: 797,304 shares 797,304 $54.4M 0.22% +215,525 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,019 shares; 2024Q4: 133,894 shares; 2025Q1: 306,470 shares; 2025Q2: 484,985 shares; 2025Q3: 550,569 shares; 2025Q4: 617,824 shares; 2026Q1: 691,763 shares; 2026Q2: 729,623 shares 729,623 $54.3M 0.22% +37,860 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,581 shares; 2024Q4: 282,210 shares; 2025Q1: 376,157 shares; 2025Q2: 456,595 shares; 2025Q3: 544,342 shares; 2025Q4: 1,178,567 shares; 2026Q1: 1,279,570 shares; 2026Q2: 1,217,530 shares 1,217,530 $54.2M 0.22% -62,040 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,532 shares; 2024Q4: 129,736 shares; 2025Q1: 182,962 shares; 2025Q2: 202,677 shares; 2025Q3: 224,262 shares; 2025Q4: 374,403 shares; 2026Q1: 426,760 shares; 2026Q2: 415,549 shares 415,549 $54M 0.22% -11,211 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,479 shares; 2024Q4: 96,229 shares; 2025Q1: 102,433 shares; 2025Q2: 116,301 shares; 2025Q3: 125,581 shares; 2025Q4: 136,072 shares; 2026Q1: 143,492 shares; 2026Q2: 144,903 shares 144,903 $53.4M 0.22% +1,411 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,001 shares; 2024Q4: 83,209 shares; 2025Q1: 162,029 shares; 2025Q2: 221,179 shares; 2025Q3: 247,902 shares; 2025Q4: 280,598 shares; 2026Q1: 290,530 shares; 2026Q2: 285,912 shares 285,912 $53.2M 0.22% -4,618 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,423 shares; 2024Q4: 214,901 shares; 2025Q1: 239,364 shares; 2025Q2: 297,270 shares; 2025Q3: 371,982 shares; 2025Q4: 455,256 shares; 2026Q1: 464,690 shares; 2026Q2: 450,237 shares 450,237 $53M 0.22% -14,453 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,266 shares; 2024Q4: 130,199 shares; 2025Q1: 136,509 shares; 2025Q2: 173,000 shares; 2025Q3: 233,188 shares; 2025Q4: 270,721 shares; 2026Q1: 323,589 shares; 2026Q2: 357,315 shares 357,315 $52.3M 0.21% +33,726 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,651 shares; 2024Q4: 139,362 shares; 2025Q1: 139,413 shares; 2025Q2: 163,949 shares; 2025Q3: 203,126 shares; 2025Q4: 303,269 shares; 2026Q1: 252,242 shares; 2026Q2: 243,367 shares 243,367 $51.8M 0.21% -8,875 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,369 shares; 2024Q4: 921,271 shares; 2025Q1: 1,074,509 shares; 2025Q2: 1,180,478 shares; 2025Q3: 1,344,348 shares; 2025Q4: 1,388,534 shares; 2026Q1: 1,444,997 shares; 2026Q2: 1,491,516 shares 1,491,516 $51.7M 0.21% +46,519 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,825 shares; 2024Q4: 111,492 shares; 2025Q1: 98,181 shares; 2025Q2: 133,418 shares; 2025Q3: 108,323 shares; 2025Q4: 112,627 shares; 2026Q1: 104,316 shares; 2026Q2: 123,068 shares 123,068 $51.1M 0.21% +18,752 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,641 shares; 2024Q4: 164,739 shares; 2025Q1: 163,351 shares; 2025Q2: 196,798 shares; 2025Q3: 223,147 shares; 2025Q4: 246,311 shares; 2026Q1: 257,633 shares; 2026Q2: 268,122 shares 268,122 $50.9M 0.21% +10,489 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,014 shares; 2024Q4: 98,329 shares; 2025Q1: 101,601 shares; 2025Q2: 273,590 shares; 2025Q3: 303,379 shares; 2025Q4: 352,784 shares; 2026Q1: 384,268 shares; 2026Q2: 403,145 shares 403,145 $50.8M 0.21% +18,877 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,697 shares; 2024Q4: 3,799 shares; 2025Q1: 4,712 shares; 2025Q2: 8,945 shares; 2025Q3: 11,178 shares; 2025Q4: 13,493 shares; 2026Q1: 14,389 shares; 2026Q2: 163,510 shares 163,510 $49.4M 0.2% +149,121 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,374 shares; 2024Q4: 33,297 shares; 2025Q1: 35,182 shares; 2025Q2: 61,798 shares; 2025Q3: 71,489 shares; 2025Q4: 78,994 shares; 2026Q1: 84,269 shares; 2026Q2: 94,251 shares 94,251 $48.6M 0.2% +9,982 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,038 shares; 2024Q4: 41,132 shares; 2025Q1: 47,108 shares; 2025Q2: 50,302 shares; 2025Q3: 54,723 shares; 2025Q4: 63,814 shares; 2026Q1: 61,390 shares; 2026Q2: 63,153 shares 63,153 $48.3M 0.2% +1,763 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,958 shares; 2024Q4: 285,476 shares; 2025Q1: 259,618 shares; 2025Q2: 291,716 shares; 2025Q3: 265,705 shares; 2025Q4: 281,577 shares; 2026Q1: 263,210 shares; 2026Q2: 283,968 shares 283,968 $48M 0.2% +20,758 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,491 shares; 2024Q4: 100,504 shares; 2025Q1: 119,872 shares; 2025Q2: 151,073 shares; 2025Q3: 131,695 shares; 2025Q4: 143,327 shares; 2026Q1: 141,348 shares; 2026Q2: 163,530 shares 163,530 $47.5M 0.19% +22,182 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,607 shares; 2024Q4: 224,761 shares; 2025Q1: 227,102 shares; 2025Q2: 283,451 shares; 2025Q3: 281,356 shares; 2025Q4: 309,493 shares; 2026Q1: 296,805 shares; 2026Q2: 325,936 shares 325,936 $46.6M 0.19% +29,131 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,596 shares; 2024Q4: 611,999 shares; 2025Q1: 589,751 shares; 2025Q2: 1,107,652 shares; 2025Q3: 1,242,317 shares; 2025Q4: 1,300,226 shares; 2026Q1: 1,229,925 shares; 2026Q2: 1,005,912 shares 1,005,912 $46.4M 0.19% -224,013 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,577 shares; 2024Q4: 284,416 shares; 2025Q1: 300,044 shares; 2025Q2: 366,260 shares; 2025Q3: 434,045 shares; 2025Q4: 466,920 shares; 2026Q1: 450,459 shares; 2026Q2: 500,157 shares 500,157 $45.8M 0.19% +49,698 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,225 shares; 2024Q4: 40,733 shares; 2025Q1: 41,794 shares; 2025Q2: 54,594 shares; 2025Q3: 58,783 shares; 2025Q4: 81,047 shares; 2026Q1: 79,528 shares; 2026Q2: 89,015 shares 89,015 $45.3M 0.19% +9,487 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,032 shares; 2024Q4: 60,753 shares; 2025Q1: 75,510 shares; 2025Q2: 119,952 shares; 2025Q3: 137,320 shares; 2025Q4: 183,701 shares; 2026Q1: 200,145 shares; 2026Q2: 197,652 shares 197,652 $45M 0.18% -2,493 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,175 shares; 2024Q4: 9,904 shares; 2025Q1: 12,803 shares; 2025Q2: 15,761 shares; 2025Q3: 17,414 shares; 2025Q4: 19,183 shares; 2026Q1: 19,847 shares; 2026Q2: 22,290 shares 22,290 $44.2M 0.18% +2,443 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,275 shares; 2024Q4: 8,439 shares; 2025Q1: 10,530 shares; 2025Q2: 13,127 shares; 2025Q3: 13,855 shares; 2025Q4: 42,867 shares; 2026Q1: 44,638 shares; 2026Q2: 368,011 shares 368,011 $44M 0.18% +323,373 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,196 shares; 2025Q1: 36,148 shares; 2025Q2: 85,647 shares; 2025Q3: 94,429 shares; 2025Q4: 118,910 shares; 2026Q1: 147,160 shares; 2026Q2: 257,907 shares 257,907 $43.8M 0.18% +110,747 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,409 shares; 2024Q4: 44,079 shares; 2025Q1: 51,001 shares; 2025Q2: 77,073 shares; 2025Q3: 83,643 shares; 2025Q4: 145,232 shares; 2026Q1: 172,223 shares; 2026Q2: 276,936 shares 276,936 $43.4M 0.18% +104,713 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,001 shares; 2024Q4: 404,871 shares; 2025Q1: 474,561 shares; 2025Q2: 615,337 shares; 2025Q3: 705,174 shares; 2025Q4: 656,369 shares; 2026Q1: 710,275 shares; 2026Q2: 758,904 shares 758,904 $43.3M 0.18% +48,629 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,869 shares; 2024Q4: 253,183 shares; 2025Q1: 266,099 shares; 2025Q2: 361,555 shares; 2025Q3: 397,894 shares; 2025Q4: 449,078 shares; 2026Q1: 483,721 shares; 2026Q2: 525,258 shares 525,258 $42.7M 0.18% +41,537 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,996 shares; 2024Q4: 196,365 shares; 2025Q1: 192,583 shares; 2025Q2: 160,798 shares; 2025Q3: 336,335 shares; 2025Q4: 413,795 shares; 2026Q1: 457,524 shares; 2026Q2: 554,565 shares 554,565 $42.5M 0.17% +97,041 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,038 shares; 2024Q4: 94,614 shares; 2025Q1: 100,478 shares; 2025Q2: 120,219 shares; 2025Q3: 137,966 shares; 2025Q4: 145,703 shares; 2026Q1: 163,768 shares; 2026Q2: 178,484 shares 178,484 $42.5M 0.17% +14,716 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,789 shares; 2024Q4: 10,307 shares; 2025Q1: 12,013 shares; 2025Q2: 14,916 shares; 2025Q3: 17,764 shares; 2025Q4: 87,241 shares; 2026Q1: 265,710 shares; 2026Q2: 425,268 shares 425,268 $42.2M 0.17% +159,558 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,324 shares; 2024Q4: 48,228 shares; 2025Q1: 43,894 shares; 2025Q2: 334,131 shares; 2025Q3: 366,321 shares; 2025Q4: 587,006 shares; 2026Q1: 662,279 shares; 2026Q2: 714,646 shares 714,646 $41.9M 0.17% +52,367 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,156 shares; 2024Q4: 7,599 shares; 2025Q1: 9,564 shares; 2025Q2: 12,054 shares; 2025Q3: 13,680 shares; 2025Q4: 24,167 shares; 2026Q1: 28,109 shares; 2026Q2: 35,193 shares 35,193 $41.3M 0.17% +7,084 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,173 shares; 2024Q4: 84,756 shares; 2025Q1: 91,911 shares; 2025Q2: 209,440 shares; 2025Q3: 250,518 shares; 2025Q4: 268,146 shares; 2026Q1: 281,334 shares; 2026Q2: 301,462 shares 301,462 $41.3M 0.17% +20,128 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,113 shares; 2024Q4: 16,254 shares; 2025Q1: 17,436 shares; 2025Q2: 26,023 shares; 2025Q3: 25,285 shares; 2025Q4: 27,186 shares; 2026Q1: 26,146 shares; 2026Q2: 29,573 shares 29,573 $40.2M 0.16% +3,427 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,913 shares; 2024Q4: 108,427 shares; 2025Q1: 102,450 shares; 2025Q2: 145,436 shares; 2025Q3: 147,593 shares; 2025Q4: 157,308 shares; 2026Q1: 144,333 shares; 2026Q2: 147,720 shares 147,720 $39.9M 0.16% +3,387 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,422 shares; 2024Q4: 191,436 shares; 2025Q1: 258,993 shares; 2025Q2: 288,543 shares; 2025Q3: 309,756 shares; 2025Q4: 330,277 shares; 2026Q1: 363,658 shares; 2026Q2: 380,430 shares 380,430 $39.5M 0.16% +16,772 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,055 shares; 2024Q4: 244,624 shares; 2025Q1: 280,266 shares; 2025Q2: 348,245 shares; 2025Q3: 369,565 shares; 2025Q4: 388,940 shares; 2026Q1: 371,350 shares; 2026Q2: 398,076 shares 398,076 $39.2M 0.16% +26,726 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,636 shares; 2024Q4: 63,661 shares; 2025Q1: 76,815 shares; 2025Q2: 86,063 shares; 2025Q3: 101,035 shares; 2025Q4: 120,626 shares; 2026Q1: 133,585 shares; 2026Q2: 141,283 shares 141,283 $38.5M 0.16% +7,698 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,113 shares; 2025Q1: 111,677 shares; 2025Q2: 164,127 shares; 2025Q3: 320,187 shares; 2025Q4: 709,974 shares; 2026Q1: 855,452 shares; 2026Q2: 1,005,263 shares 1,005,263 $38.3M 0.16% +149,811 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,146 shares; 2024Q4: 529,547 shares; 2025Q1: 603,194 shares; 2025Q2: 734,258 shares; 2025Q3: 661,301 shares; 2025Q4: 642,316 shares; 2026Q1: 659,626 shares; 2026Q2: 664,513 shares 664,513 $37.6M 0.15% +4,887 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,086 shares; 2024Q4: 482,979 shares; 2025Q1: 512,262 shares; 2025Q2: 473,669 shares; 2025Q3: 512,846 shares; 2025Q4: 558,741 shares; 2026Q1: 558,331 shares; 2026Q2: 504,781 shares 504,781 $37M 0.15% -53,550 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,067 shares; 2024Q4: 7,021 shares; 2025Q1: 35,523 shares; 2025Q2: 45,901 shares; 2025Q3: 82,674 shares; 2025Q4: 178,034 shares; 2026Q1: 212,296 shares; 2026Q2: 233,927 shares 233,927 $36.7M 0.15% +21,631 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,253 shares; 2024Q4: 31,722 shares; 2025Q1: 56,937 shares; 2025Q2: 64,410 shares; 2025Q3: 93,165 shares; 2025Q4: 100,343 shares; 2026Q1: 105,849 shares; 2026Q2: 123,062 shares 123,062 $36.7M 0.15% +17,213 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,093 shares; 2024Q4: 24,575 shares; 2025Q1: 26,303 shares; 2025Q2: 24,601 shares; 2025Q3: 70,408 shares; 2025Q4: 78,088 shares; 2026Q1: 59,800 shares; 2026Q2: 517,054 shares 517,054 $36.6M 0.15% +457,254 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,376 shares; 2024Q4: 59,434 shares; 2025Q1: 51,746 shares; 2025Q2: 72,883 shares; 2025Q3: 110,867 shares; 2025Q4: 146,691 shares; 2026Q1: 156,335 shares; 2026Q2: 173,994 shares 173,994 $36.3M 0.15% +17,659 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605,827 shares; 2025Q2: 1,141,649 shares; 2025Q3: 1,309,779 shares; 2025Q4: 1,343,247 shares; 2026Q1: 1,497,571 shares; 2026Q2: 1,713,166 shares 1,713,166 $35.7M 0.15% +215,595 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541,716 shares; 2024Q4: 862,470 shares; 2025Q1: 684,699 shares; 2025Q2: 840,339 shares; 2025Q3: 692,489 shares; 2025Q4: 680,109 shares; 2026Q1: 731,650 shares; 2026Q2: 819,967 shares 819,967 $35.4M 0.15% +88,317 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,892 shares; 2024Q4: 92,648 shares; 2025Q1: 101,400 shares; 2025Q2: 126,289 shares; 2025Q3: 143,423 shares; 2025Q4: 178,244 shares; 2026Q1: 183,466 shares; 2026Q2: 192,773 shares 192,773 $34.9M 0.14% +9,307 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,689 shares; 2024Q4: 92,529 shares; 2025Q1: 158,811 shares; 2025Q2: 172,483 shares; 2025Q3: 180,266 shares; 2025Q4: 194,005 shares; 2026Q1: 197,241 shares; 2026Q2: 214,968 shares 214,968 $34M 0.14% +17,727 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,718 shares; 2024Q4: 69,495 shares; 2025Q1: 87,472 shares; 2025Q2: 118,495 shares; 2025Q3: 147,762 shares; 2025Q4: 160,299 shares; 2026Q1: 153,757 shares; 2026Q2: 208,131 shares 208,131 $33.7M 0.14% +54,374 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,255 shares; 2025Q3: 310,052 shares; 2025Q4: 357,422 shares; 2026Q1: 372,339 shares; 2026Q2: 686,176 shares 686,176 $33.7M 0.14% +313,837 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,417 shares; 2024Q4: 53,467 shares; 2025Q1: 74,298 shares; 2025Q2: 78,855 shares; 2025Q3: 85,276 shares; 2025Q4: 93,663 shares; 2026Q1: 107,134 shares; 2026Q2: 112,605 shares 112,605 $33M 0.14% +5,471 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,454 shares; 2024Q4: 16,150 shares; 2025Q1: 15,045 shares; 2025Q2: 20,684 shares; 2025Q3: 22,374 shares; 2025Q4: 23,009 shares; 2026Q1: 24,132 shares; 2026Q2: 33,751 shares 33,751 $33M 0.14% +9,619 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,331 shares; 2024Q4: 65,296 shares; 2025Q1: 79,486 shares; 2025Q2: 110,713 shares; 2025Q3: 117,607 shares; 2025Q4: 125,826 shares; 2026Q1: 141,417 shares; 2026Q2: 167,087 shares 167,087 $33M 0.14% +25,670 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,146 shares; 2024Q4: 260,647 shares; 2025Q1: 326,949 shares; 2025Q2: 361,099 shares; 2025Q3: 397,006 shares; 2025Q4: 449,087 shares; 2026Q1: 468,613 shares; 2026Q2: 446,593 shares 446,593 $32.8M 0.13% -22,020 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,518 shares; 2024Q4: 104,384 shares; 2025Q1: 108,469 shares; 2025Q2: 160,585 shares; 2025Q3: 1,169,863 shares; 2025Q4: 1,283,744 shares; 2026Q1: 1,912,512 shares; 2026Q2: 1,965,711 shares 1,965,711 $32.7M 0.13% +53,199 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,674 shares; 2024Q4: 109,522 shares; 2025Q1: 119,216 shares; 2025Q2: 277,986 shares; 2025Q3: 305,349 shares; 2025Q4: 331,805 shares; 2026Q1: 473,122 shares; 2026Q2: 623,361 shares 623,361 $31.5M 0.13% +150,239 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,145 shares; 2024Q4: 67,691 shares; 2025Q1: 77,037 shares; 2025Q2: 99,435 shares; 2025Q3: 104,441 shares; 2025Q4: 109,111 shares; 2026Q1: 123,096 shares; 2026Q2: 122,787 shares 122,787 $31.3M 0.13% -309 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,577 shares; 2024Q4: 91,234 shares; 2025Q1: 93,546 shares; 2025Q2: 93,868 shares; 2025Q3: 103,180 shares; 2025Q4: 112,936 shares; 2026Q1: 112,775 shares; 2026Q2: 102,163 shares 102,163 $30.6M 0.13% -10,612 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,798 shares; 2024Q4: 21,589 shares; 2025Q1: 37,664 shares; 2025Q2: 48,407 shares; 2025Q3: 40,992 shares; 2025Q4: 56,125 shares; 2026Q1: 58,320 shares; 2026Q2: 246,796 shares 246,796 $30.6M 0.13% +188,476 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,765 shares; 2024Q4: 39,013 shares; 2025Q1: 58,743 shares; 2025Q2: 69,944 shares; 2025Q3: 82,863 shares; 2025Q4: 92,191 shares; 2026Q1: 105,529 shares; 2026Q2: 125,363 shares 125,363 $30.5M 0.13% +19,834 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,970 shares; 2024Q4: 129,539 shares; 2025Q1: 141,516 shares; 2025Q2: 147,564 shares; 2025Q3: 186,810 shares; 2025Q4: 268,672 shares; 2026Q1: 275,517 shares; 2026Q2: 292,096 shares 292,096 $30.3M 0.12% +16,579 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,260 shares; 2024Q4: 33,492 shares; 2025Q1: 34,254 shares; 2025Q2: 44,063 shares; 2025Q3: 47,987 shares; 2025Q4: 134,913 shares; 2026Q1: 142,691 shares; 2026Q2: 139,730 shares 139,730 $30.3M 0.12% -2,961 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,294 shares; 2025Q1: 115,487 shares; 2025Q2: 208,554 shares; 2025Q3: 303,950 shares; 2025Q4: 525,821 shares; 2026Q1: 642,485 shares; 2026Q2: 785,299 shares 785,299 $29.5M 0.12% +142,814 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,984 shares; 2025Q1: 11,286 shares; 2025Q2: 12,734 shares; 2025Q3: 69,428 shares; 2025Q4: 111,953 shares; 2026Q1: 202,824 shares; 2026Q2: 743,655 shares 743,655 $29.2M 0.12% +540,831 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,894 shares; 2024Q4: 524,598 shares; 2025Q1: 506,562 shares; 2025Q2: 1,059,578 shares; 2025Q3: 1,168,758 shares; 2025Q4: 1,246,942 shares; 2026Q1: 1,358,761 shares; 2026Q2: 1,403,810 shares 1,403,810 $29.1M 0.12% +45,049 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,006 shares; 2024Q4: 232,056 shares; 2025Q1: 293,515 shares; 2025Q2: 341,904 shares; 2025Q3: 372,868 shares; 2025Q4: 391,203 shares; 2026Q1: 383,764 shares; 2026Q2: 382,727 shares 382,727 $29.1M 0.12% -1,037 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,352 shares; 2024Q4: 16,732 shares; 2025Q1: 19,704 shares; 2025Q2: 28,594 shares; 2025Q3: 31,677 shares; 2025Q4: 356,451 shares; 2026Q1: 381,543 shares; 2026Q2: 405,813 shares 405,813 $29M 0.12% +24,270 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,452 shares; 2024Q4: 247,512 shares; 2025Q1: 251,558 shares; 2025Q2: 281,412 shares; 2025Q3: 298,974 shares; 2025Q4: 327,213 shares; 2026Q1: 347,817 shares; 2026Q2: 345,090 shares 345,090 $28.9M 0.12% -2,727 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,452 shares; 2024Q4: 42,811 shares; 2025Q1: 38,668 shares; 2025Q2: 42,330 shares; 2025Q3: 61,578 shares; 2025Q4: 83,647 shares; 2026Q1: 86,343 shares; 2026Q2: 84,996 shares 84,996 $28.8M 0.12% -1,347 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,628 shares; 2024Q4: 87,298 shares; 2025Q1: 83,944 shares; 2025Q2: 146,717 shares; 2025Q3: 232,971 shares; 2025Q4: 334,860 shares; 2026Q1: 331,820 shares; 2026Q2: 352,932 shares 352,932 $28.6M 0.12% +21,112 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,814 shares; 2024Q4: 240,081 shares; 2025Q1: 224,059 shares; 2025Q2: 207,455 shares; 2025Q3: 202,184 shares; 2025Q4: 200,233 shares; 2026Q1: 200,240 shares; 2026Q2: 200,039 shares 200,039 $28.5M 0.12% -201 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,269 shares; 2024Q4: 46,006 shares; 2025Q1: 51,900 shares; 2025Q2: 101,084 shares; 2025Q3: 202,731 shares; 2025Q4: 205,495 shares; 2026Q1: 218,649 shares; 2026Q2: 222,661 shares 222,661 $28.5M 0.12% +4,012 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,403 shares; 2024Q4: 135,406 shares; 2025Q1: 149,325 shares; 2025Q2: 160,786 shares; 2025Q3: 181,781 shares; 2025Q4: 201,265 shares; 2026Q1: 215,728 shares; 2026Q2: 222,048 shares 222,048 $28.1M 0.12% +6,320 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,589 shares; 2024Q4: 90,459 shares; 2025Q1: 105,555 shares; 2025Q2: 136,803 shares; 2025Q3: 148,697 shares; 2025Q4: 200,505 shares; 2026Q1: 188,343 shares; 2026Q2: 200,408 shares 200,408 $28M 0.12% +12,065 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,398 shares; 2024Q4: 102,681 shares; 2025Q1: 69,101 shares; 2025Q2: 79,737 shares; 2025Q3: 84,171 shares; 2025Q4: 142,731 shares; 2026Q1: 180,200 shares; 2026Q2: 223,710 shares 223,710 $28M 0.11% +43,510 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,113 shares; 2025Q2: 150,667 shares; 2025Q3: 318,376 shares; 2025Q4: 644,201 shares; 2026Q1: 754,025 shares; 2026Q2: 792,699 shares 792,699 $28M 0.11% +38,674 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,997 shares; 2024Q4: 11,401 shares; 2025Q1: 6,993 shares; 2025Q2: 4,675 shares; 2025Q3: 6,840 shares; 2025Q4: 42,829 shares; 2026Q1: 42,995 shares; 2026Q2: 42,366 shares 42,366 $27.8M 0.11% -629 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,148 shares; 2024Q4: 38,044 shares; 2025Q1: 46,347 shares; 2025Q2: 58,862 shares; 2025Q3: 61,639 shares; 2025Q4: 64,369 shares; 2026Q1: 73,021 shares; 2026Q2: 90,532 shares 90,532 $27.7M 0.11% +17,511 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,868 shares; 2024Q4: 51,344 shares; 2025Q1: 65,602 shares; 2025Q2: 106,441 shares; 2025Q3: 121,019 shares; 2025Q4: 137,742 shares; 2026Q1: 141,264 shares; 2026Q2: 153,642 shares 153,642 $27.6M 0.11% +12,378 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,615 shares; 2024Q4: 3,662 shares; 2025Q1: 6,310 shares; 2025Q2: 5,846 shares; 2025Q3: 6,587 shares; 2025Q4: 70,582 shares; 2026Q1: 60,594 shares; 2026Q2: 312,826 shares 312,826 $27.6M 0.11% +252,232 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,602 shares; 2024Q4: 45,640 shares; 2025Q1: 53,013 shares; 2025Q2: 419,288 shares; 2025Q3: 414,484 shares; 2025Q4: 415,866 shares; 2026Q1: 249,735 shares; 2026Q2: 238,721 shares 238,721 $27.5M 0.11% -11,014 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,690 shares; 2024Q4: 281,800 shares; 2025Q1: 295,036 shares; 2025Q2: 344,229 shares; 2025Q3: 348,175 shares; 2025Q4: 347,658 shares; 2026Q1: 342,507 shares; 2026Q2: 343,297 shares 343,297 $27.1M 0.11% +790 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,009 shares; 2024Q4: 86,702 shares; 2025Q1: 81,317 shares; 2025Q2: 84,449 shares; 2025Q3: 81,707 shares; 2025Q4: 85,574 shares; 2026Q1: 108,889 shares; 2026Q2: 78,507 shares 78,507 $27M 0.11% -30,382 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,949 shares; 2024Q4: 279,944 shares; 2025Q1: 276,063 shares; 2025Q2: 330,375 shares; 2025Q3: 337,051 shares; 2025Q4: 334,418 shares; 2026Q1: 273,967 shares; 2026Q2: 264,206 shares 264,206 $26.9M 0.11% -9,761 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,964 shares; 2024Q4: 103,908 shares; 2025Q1: 138,401 shares; 2025Q2: 157,982 shares; 2025Q3: 137,770 shares; 2025Q4: 139,299 shares; 2026Q1: 153,745 shares; 2026Q2: 164,300 shares 164,300 $26.9M 0.11% +10,555 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,738 shares; 2024Q4: 145,555 shares; 2025Q1: 176,183 shares; 2025Q2: 237,066 shares; 2025Q3: 200,368 shares; 2025Q4: 211,355 shares; 2026Q1: 208,472 shares; 2026Q2: 214,294 shares 214,294 $26.8M 0.11% +5,822 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,595 shares; 2026Q1: 11,470 shares; 2026Q2: 290,817 shares 290,817 $26.7M 0.11% +279,347 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 135,094 shares; 2025Q1: 142,157 shares; 2025Q2: 150,212 shares; 2025Q3: 142,152 shares; 2025Q4: 434,141 shares; 2026Q1: 502,451 shares; 2026Q2: 527,440 shares 527,440 $26.6M 0.11% +24,989 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,656 shares; 2024Q4: 27,594 shares; 2025Q1: 25,576 shares; 2025Q2: 89,671 shares; 2025Q3: 101,014 shares; 2025Q4: 111,102 shares; 2026Q1: 122,183 shares; 2026Q2: 124,363 shares 124,363 $26.4M 0.11% +2,180 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,986 shares; 2024Q4: 25,888 shares; 2025Q1: 33,214 shares; 2025Q2: 73,651 shares; 2025Q3: 73,937 shares; 2025Q4: 86,109 shares; 2026Q1: 92,062 shares; 2026Q2: 88,758 shares 88,758 $26.4M 0.11% -3,304 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,492 shares; 2024Q4: 64,685 shares; 2025Q1: 97,121 shares; 2025Q2: 105,416 shares; 2025Q3: 117,636 shares; 2025Q4: 119,106 shares; 2026Q1: 139,284 shares; 2026Q2: 145,923 shares 145,923 $26.2M 0.11% +6,639 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,903 shares; 2024Q4: 128,390 shares; 2025Q1: 147,173 shares; 2025Q2: 146,566 shares; 2025Q3: 144,715 shares; 2025Q4: 173,690 shares; 2026Q1: 188,354 shares; 2026Q2: 187,133 shares 187,133 $26.2M 0.11% -1,221 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,154 shares; 2024Q4: 343,534 shares; 2025Q1: 314,303 shares; 2025Q2: 519,211 shares; 2025Q3: 670,554 shares; 2025Q4: 698,912 shares; 2026Q1: 717,306 shares; 2026Q2: 965,395 shares 965,395 $26.1M 0.11% +248,089 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,826 shares; 2024Q4: 30,737 shares; 2025Q1: 28,759 shares; 2025Q2: 31,157 shares; 2025Q3: 45,772 shares; 2025Q4: 57,229 shares; 2026Q1: 51,582 shares; 2026Q2: 140,658 shares 140,658 $26.1M 0.11% +89,076 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 4,175 shares; 2025Q1: 4,860 shares; 2025Q2: 23,270 shares; 2025Q3: 25,597 shares; 2025Q4: 28,376 shares; 2026Q1: 31,511 shares; 2026Q2: 34,652 shares 34,652 $26M 0.11% +3,141 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,179 shares; 2024Q4: 19,145 shares; 2025Q1: 24,384 shares; 2025Q2: 35,335 shares; 2025Q3: 148,550 shares; 2025Q4: 150,052 shares; 2026Q1: 149,263 shares; 2026Q2: 116,533 shares 116,533 $26M 0.11% -32,730 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,919 shares; 2024Q4: 101,842 shares; 2025Q1: 187,638 shares; 2025Q2: 361,143 shares; 2025Q3: 384,407 shares; 2025Q4: 403,411 shares; 2026Q1: 397,684 shares; 2026Q2: 521,063 shares 521,063 $25.9M 0.11% +123,379 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,854 shares; 2024Q4: 34,477 shares; 2025Q1: 36,323 shares; 2025Q2: 86,788 shares; 2025Q3: 265,202 shares; 2025Q4: 340,639 shares; 2026Q1: 1,506,927 shares; 2026Q2: 1,568,920 shares 1,568,920 $25.7M 0.11% +61,993 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,723 shares; 2024Q4: 20,841 shares; 2025Q1: 28,994 shares; 2025Q2: 65,048 shares; 2025Q3: 84,701 shares; 2025Q4: 88,002 shares; 2026Q1: 87,360 shares; 2026Q2: 68,534 shares 68,534 $24.9M 0.1% -18,826 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,278 shares; 2024Q4: 117,345 shares; 2025Q1: 132,970 shares; 2025Q2: 154,236 shares; 2025Q3: 183,613 shares; 2025Q4: 241,983 shares; 2026Q1: 296,010 shares; 2026Q2: 342,927 shares 342,927 $24.7M 0.1% +46,917 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,660 shares; 2025Q3: 172,492 shares; 2025Q4: 203,966 shares; 2026Q1: 296,399 shares; 2026Q2: 460,368 shares 460,368 $24.4M 0.1% +163,969 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316,469 shares; 2026Q1: 377,542 shares; 2026Q2: 333,985 shares 333,985 $24.3M 0.1% -43,557 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,850 shares; 2024Q4: 40,553 shares; 2025Q1: 42,100 shares; 2025Q2: 54,739 shares; 2025Q3: 74,255 shares; 2025Q4: 84,138 shares; 2026Q1: 92,595 shares; 2026Q2: 108,784 shares 108,784 $24.2M 0.1% +16,189 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,026 shares; 2024Q4: 179,354 shares; 2025Q1: 182,038 shares; 2025Q2: 283,568 shares; 2025Q3: 295,996 shares; 2025Q4: 343,718 shares; 2026Q1: 412,025 shares; 2026Q2: 486,353 shares 486,353 $24.2M 0.1% +74,328 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,133 shares; 2024Q4: 129,093 shares; 2025Q1: 133,386 shares; 2025Q2: 139,595 shares; 2025Q3: 155,833 shares; 2025Q4: 158,304 shares; 2026Q1: 162,314 shares; 2026Q2: 165,019 shares 165,019 $23.9M 0.1% +2,705 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,447 shares; 2024Q4: 65,461 shares; 2025Q1: 71,799 shares; 2025Q2: 87,313 shares; 2025Q3: 101,465 shares; 2025Q4: 108,302 shares; 2026Q1: 182,664 shares; 2026Q2: 201,951 shares 201,951 $23.8M 0.1% +19,287 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,179 shares; 2024Q4: 20,545 shares; 2025Q1: 22,237 shares; 2025Q2: 25,176 shares; 2025Q3: 28,563 shares; 2025Q4: 33,537 shares; 2026Q1: 35,166 shares; 2026Q2: 37,245 shares 37,245 $23.7M 0.1% +2,079 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,444 shares; 2024Q4: 52,289 shares; 2025Q1: 65,614 shares; 2025Q2: 92,142 shares; 2025Q3: 127,857 shares; 2025Q4: 161,439 shares; 2026Q1: 161,174 shares; 2026Q2: 174,653 shares 174,653 $23.7M 0.1% +13,479 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,137 shares; 2024Q4: 23,233 shares; 2025Q1: 35,640 shares; 2025Q2: 38,614 shares; 2025Q3: 42,929 shares; 2025Q4: 49,719 shares; 2026Q1: 56,571 shares; 2026Q2: 58,748 shares 58,748 $23.7M 0.1% +2,177 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 264,448 shares; 2026Q1: 698,174 shares; 2026Q2: 744,176 shares 744,176 $23.4M 0.1% +46,002 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,514 shares; 2024Q4: 165,845 shares; 2025Q1: 179,717 shares; 2025Q2: 255,649 shares; 2025Q3: 262,611 shares; 2025Q4: 264,577 shares; 2026Q1: 243,797 shares; 2026Q2: 253,581 shares 253,581 $23.3M 0.1% +9,784 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,144 shares; 2024Q4: 39,977 shares; 2025Q1: 44,605 shares; 2025Q2: 46,299 shares; 2025Q3: 48,441 shares; 2025Q4: 61,027 shares; 2026Q1: 59,903 shares; 2026Q2: 53,882 shares 53,882 $23.2M 0.1% -6,021 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,193 shares; 2024Q4: 91,080 shares; 2025Q1: 97,048 shares; 2025Q2: 106,636 shares; 2025Q3: 116,717 shares; 2025Q4: 133,267 shares; 2026Q1: 142,824 shares; 2026Q2: 147,424 shares 147,424 $23.1M 0.09% +4,600 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,472 shares; 2024Q4: 177,053 shares; 2025Q1: 185,898 shares; 2025Q2: 261,823 shares; 2025Q3: 261,005 shares; 2025Q4: 366,421 shares; 2026Q1: 437,696 shares; 2026Q2: 471,992 shares 471,992 $23M 0.09% +34,296 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,815 shares; 2024Q4: 83,269 shares; 2025Q1: 121,021 shares; 2025Q2: 133,408 shares; 2025Q3: 140,008 shares; 2025Q4: 144,488 shares; 2026Q1: 142,798 shares; 2026Q2: 145,538 shares 145,538 $22.7M 0.09% +2,740 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,346 shares; 2024Q4: 95,942 shares; 2025Q1: 94,319 shares; 2025Q2: 133,887 shares; 2025Q3: 221,635 shares; 2025Q4: 228,493 shares; 2026Q1: 343,105 shares; 2026Q2: 430,642 shares 430,642 $22.7M 0.09% +87,537 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,828 shares; 2024Q4: 149,090 shares; 2025Q1: 149,225 shares; 2025Q2: 154,033 shares; 2025Q3: 153,063 shares; 2025Q4: 155,868 shares; 2026Q1: 151,520 shares; 2026Q2: 197,544 shares 197,544 $22.6M 0.09% +46,024 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,878 shares; 2024Q4: 176,103 shares; 2025Q1: 187,747 shares; 2025Q2: 204,826 shares; 2025Q3: 211,523 shares; 2025Q4: 222,241 shares; 2026Q1: 218,510 shares; 2026Q2: 280,855 shares 280,855 $22.3M 0.09% +62,345 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,357 shares; 2024Q4: 45,005 shares; 2025Q1: 44,168 shares; 2025Q2: 56,257 shares; 2025Q3: 65,199 shares; 2025Q4: 91,334 shares; 2026Q1: 100,458 shares; 2026Q2: 99,362 shares 99,362 $22.1M 0.09% -1,096 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,948 shares; 2024Q4: 93,340 shares; 2025Q1: 104,469 shares; 2025Q2: 124,623 shares; 2025Q3: 159,694 shares; 2025Q4: 211,695 shares; 2026Q1: 203,693 shares; 2026Q2: 224,607 shares 224,607 $21.8M 0.09% +20,914 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,298 shares; 2025Q4: 169,645 shares; 2026Q1: 224,833 shares; 2026Q2: 213,856 shares 213,856 $21.7M 0.09% -10,977 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,574 shares; 2024Q4: 95,840 shares; 2025Q1: 127,860 shares; 2025Q2: 200,142 shares; 2025Q3: 269,285 shares; 2025Q4: 479,902 shares; 2026Q1: 566,123 shares; 2026Q2: 784,662 shares 784,662 $21.6M 0.09% +218,539 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,768 shares; 2025Q1: 201,256 shares; 2025Q2: 282,268 shares; 2025Q3: 369,428 shares; 2025Q4: 631,505 shares; 2026Q1: 730,014 shares; 2026Q2: 813,055 shares 813,055 $21.3M 0.09% +83,041 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,223 shares; 2024Q4: 17,721 shares; 2025Q1: 17,090 shares; 2025Q2: 274,051 shares; 2025Q3: 305,380 shares; 2025Q4: 313,713 shares; 2026Q1: 387,233 shares; 2026Q2: 420,797 shares 420,797 $21.2M 0.09% +33,564 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,485 shares; 2024Q4: 150,348 shares; 2025Q1: 268,504 shares; 2025Q2: 279,644 shares; 2025Q3: 307,149 shares; 2025Q4: 347,256 shares; 2026Q1: 428,968 shares; 2026Q2: 423,962 shares 423,962 $21.1M 0.09% -5,006 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,420 shares; 2024Q4: 556,981 shares; 2025Q1: 604,257 shares; 2025Q2: 636,546 shares; 2025Q3: 640,858 shares; 2025Q4: 673,164 shares; 2026Q1: 631,692 shares; 2026Q2: 657,678 shares 657,678 $21.1M 0.09% +25,986 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,431 shares; 2024Q4: 200,749 shares; 2025Q1: 177,896 shares; 2025Q2: 219,804 shares; 2025Q3: 240,285 shares; 2025Q4: 261,792 shares; 2026Q1: 468,480 shares; 2026Q2: 499,347 shares 499,347 $20.7M 0.09% +30,867 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,905 shares; 2024Q4: 53,228 shares; 2025Q1: 61,724 shares; 2025Q2: 67,337 shares; 2025Q3: 128,616 shares; 2025Q4: 129,029 shares; 2026Q1: 192,446 shares; 2026Q2: 213,555 shares 213,555 $20.7M 0.08% +21,109 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,544 shares; 2024Q4: 131,896 shares; 2025Q1: 192,555 shares; 2025Q2: 189,711 shares; 2025Q3: 228,095 shares; 2025Q4: 400,563 shares; 2026Q1: 448,666 shares; 2026Q2: 440,357 shares 440,357 $20.6M 0.08% -8,309 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,677 shares; 2024Q4: 5,275 shares; 2025Q1: 5,295 shares; 2025Q2: 5,357 shares; 2025Q3: 18,018 shares; 2025Q4: 19,267 shares; 2026Q1: 16,176 shares; 2026Q2: 94,634 shares 94,634 $20.5M 0.08% +78,458 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,492 shares; 2026Q1: 56,132 shares; 2026Q2: 381,290 shares 381,290 $20.4M 0.08% +325,158 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,674 shares; 2024Q4: 569,283 shares; 2025Q1: 650,658 shares; 2025Q2: 618,865 shares; 2025Q3: 699,345 shares; 2025Q4: 648,672 shares; 2026Q1: 674,540 shares; 2026Q2: 542,963 shares 542,963 $20.1M 0.08% -131,577 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,243 shares; 2024Q4: 26,087 shares; 2025Q1: 29,672 shares; 2025Q2: 37,349 shares; 2025Q3: 42,419 shares; 2025Q4: 48,414 shares; 2026Q1: 55,491 shares; 2026Q2: 63,614 shares 63,614 $20M 0.08% +8,123 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,908 shares; 2024Q4: 41,923 shares; 2025Q1: 38,521 shares; 2025Q2: 290,064 shares; 2025Q3: 302,973 shares; 2025Q4: 453,288 shares; 2026Q1: 434,608 shares; 2026Q2: 459,054 shares 459,054 $19.8M 0.08% +24,446 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,949 shares; 2024Q4: 24,892 shares; 2025Q1: 30,064 shares; 2025Q2: 121,424 shares; 2025Q3: 155,699 shares; 2025Q4: 302,274 shares; 2026Q1: 301,244 shares; 2026Q2: 377,591 shares 377,591 $19.8M 0.08% +76,347 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,909 shares; 2024Q4: 39,674 shares; 2025Q1: 38,124 shares; 2025Q2: 54,037 shares; 2025Q3: 59,081 shares; 2025Q4: 57,440 shares; 2026Q1: 48,923 shares; 2026Q2: 48,499 shares 48,499 $19.8M 0.08% -424 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,898 shares; 2024Q4: 6,893 shares; 2025Q1: 9,159 shares; 2025Q2: 12,826 shares; 2025Q3: 29,522 shares; 2025Q4: 34,394 shares; 2026Q1: 35,294 shares; 2026Q2: 37,300 shares 37,300 $19.6M 0.08% +2,006 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,942 shares; 2024Q4: 224,027 shares; 2025Q1: 248,113 shares; 2025Q2: 296,771 shares; 2025Q3: 311,598 shares; 2025Q4: 259,988 shares; 2026Q1: 269,394 shares; 2026Q2: 382,404 shares 382,404 $19.3M 0.08% +113,010 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,568 shares; 2024Q4: 85,837 shares; 2025Q1: 84,547 shares; 2025Q2: 92,682 shares; 2025Q3: 101,779 shares; 2025Q4: 168,146 shares; 2026Q1: 191,207 shares; 2026Q2: 280,448 shares 280,448 $19.3M 0.08% +89,241 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,613 shares; 2024Q4: 117,758 shares; 2025Q1: 114,344 shares; 2025Q2: 158,557 shares; 2025Q3: 160,019 shares; 2025Q4: 169,422 shares; 2026Q1: 157,854 shares; 2026Q2: 165,442 shares 165,442 $19.3M 0.08% +7,588 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,389 shares; 2024Q4: 212,432 shares; 2025Q1: 219,718 shares; 2025Q2: 197,391 shares; 2025Q3: 173,973 shares; 2025Q4: 386,838 shares; 2026Q1: 379,236 shares; 2026Q2: 363,667 shares 363,667 $19.3M 0.08% -15,569 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,905 shares; 2024Q4: 2,787 shares; 2025Q1: 2,837 shares; 2025Q2: 6,767 shares; 2025Q3: 6,608 shares; 2025Q4: 6,430 shares; 2026Q1: 78,413 shares; 2026Q2: 77,150 shares 77,150 $19.1M 0.08% -1,263 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,777 shares; 2024Q4: 91,058 shares; 2025Q1: 73,724 shares; 2025Q2: 88,728 shares; 2025Q3: 81,902 shares; 2025Q4: 144,642 shares; 2026Q1: 95,529 shares; 2026Q2: 78,265 shares 78,265 $19M 0.08% -17,264 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,705 shares; 2024Q4: 115,615 shares; 2025Q1: 123,269 shares; 2025Q2: 177,879 shares; 2025Q3: 174,294 shares; 2025Q4: 153,977 shares; 2026Q1: 155,252 shares; 2026Q2: 339,120 shares 339,120 $19M 0.08% +183,868 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,740 shares; 2024Q4: 407,853 shares; 2025Q1: 431,092 shares; 2025Q2: 419,586 shares; 2025Q3: 455,006 shares; 2025Q4: 477,819 shares; 2026Q1: 528,237 shares; 2026Q2: 598,106 shares 598,106 $19M 0.08% +69,869 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,365 shares; 2026Q2: 99,983 shares 99,983 $19M 0.08% +29,618 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,415 shares; 2024Q4: 9,253 shares; 2025Q1: 9,198 shares; 2025Q2: 19,166 shares; 2025Q3: 23,508 shares; 2025Q4: 26,851 shares; 2026Q1: 28,801 shares; 2026Q2: 38,393 shares 38,393 $18.9M 0.08% +9,592 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,629 shares; 2024Q4: 23,148 shares; 2025Q1: 28,581 shares; 2025Q2: 30,689 shares; 2025Q3: 37,638 shares; 2025Q4: 62,242 shares; 2026Q1: 69,388 shares; 2026Q2: 73,898 shares 73,898 $18.9M 0.08% +4,510 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,009 shares; 2024Q4: 114,083 shares; 2025Q1: 123,738 shares; 2025Q2: 144,094 shares; 2025Q3: 159,524 shares; 2025Q4: 177,421 shares; 2026Q1: 184,529 shares; 2026Q2: 196,930 shares 196,930 $18.8M 0.08% +12,401 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,084 shares; 2024Q4: 24,849 shares; 2025Q1: 31,882 shares; 2025Q2: 32,183 shares; 2025Q3: 35,708 shares; 2025Q4: 37,658 shares; 2026Q1: 43,500 shares; 2026Q2: 61,425 shares 61,425 $18.6M 0.08% +17,925 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,531 shares; 2024Q4: 66,085 shares; 2025Q1: 51,886 shares; 2025Q2: 92,197 shares; 2025Q3: 109,550 shares; 2025Q4: 167,953 shares; 2026Q1: 531,709 shares; 2026Q2: 809,711 shares 809,711 $18.5M 0.08% +278,002 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,227 shares; 2024Q4: 21,623 shares; 2025Q1: 21,995 shares; 2025Q2: 52,546 shares; 2025Q3: 54,583 shares; 2025Q4: 56,509 shares; 2026Q1: 56,623 shares; 2026Q2: 137,868 shares 137,868 $18.5M 0.08% +81,245 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,478 shares; 2024Q4: 243,701 shares; 2025Q1: 363,551 shares; 2025Q2: 377,270 shares; 2025Q3: 403,457 shares; 2025Q4: 476,819 shares; 2026Q1: 475,737 shares; 2026Q2: 502,084 shares 502,084 $18.5M 0.08% +26,347 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,071 shares; 2025Q1: 2,821 shares; 2025Q2: 1,846 shares; 2025Q3: 1,808 shares; 2025Q4: 1,881 shares; 2026Q1: 3,550 shares; 2026Q2: 55,183 shares 55,183 $18.4M 0.08% +51,633 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,707 shares; 2025Q2: 102,637 shares; 2025Q3: 177,600 shares; 2025Q4: 334,182 shares; 2026Q1: 435,324 shares; 2026Q2: 552,692 shares 552,692 $18.3M 0.07% +117,368 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,153 shares; 2024Q4: 562,920 shares; 2025Q1: 652,633 shares; 2025Q2: 703,411 shares; 2025Q3: 700,768 shares; 2025Q4: 673,552 shares; 2026Q1: 730,471 shares; 2026Q2: 754,925 shares 754,925 $18.2M 0.07% +24,454 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,603 shares; 2024Q4: 18,322 shares; 2025Q1: 28,310 shares; 2025Q2: 35,158 shares; 2025Q3: 39,490 shares; 2025Q4: 52,796 shares; 2026Q1: 43,715 shares; 2026Q2: 54,220 shares 54,220 $18.2M 0.07% +10,505 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,534 shares; 2024Q4: 101,629 shares; 2025Q1: 114,990 shares; 2025Q2: 144,914 shares; 2025Q3: 156,662 shares; 2025Q4: 164,391 shares; 2026Q1: 178,932 shares; 2026Q2: 187,939 shares 187,939 $18M 0.07% +9,007 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,837 shares; 2024Q4: 127,441 shares; 2025Q1: 138,118 shares; 2025Q2: 129,459 shares; 2025Q3: 118,604 shares; 2025Q4: 125,314 shares; 2026Q1: 117,712 shares; 2026Q2: 164,088 shares 164,088 $18M 0.07% +46,376 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,677 shares; 2024Q4: 115,182 shares; 2025Q1: 87,282 shares; 2025Q2: 86,045 shares; 2025Q3: 89,450 shares; 2025Q4: 573,300 shares; 2026Q1: 585,739 shares; 2026Q2: 619,998 shares 619,998 $18M 0.07% +34,259 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,855 shares; 2024Q4: 116,045 shares; 2025Q1: 121,451 shares; 2025Q2: 224,087 shares; 2025Q3: 717,141 shares; 2025Q4: 816,373 shares; 2026Q1: 826,489 shares; 2026Q2: 873,094 shares 873,094 $17.8M 0.07% +46,605 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,228 shares; 2024Q4: 25,136 shares; 2025Q1: 29,545 shares; 2025Q2: 42,391 shares; 2025Q3: 47,145 shares; 2025Q4: 140,251 shares; 2026Q1: 172,308 shares; 2026Q2: 182,370 shares 182,370 $17.7M 0.07% +10,062 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,722 shares; 2024Q4: 85,619 shares; 2025Q1: 100,611 shares; 2025Q2: 128,258 shares; 2025Q3: 124,166 shares; 2025Q4: 141,714 shares; 2026Q1: 154,954 shares; 2026Q2: 170,584 shares 170,584 $17.6M 0.07% +15,630 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,188 shares; 2024Q4: 159,870 shares; 2025Q1: 178,409 shares; 2025Q2: 213,693 shares; 2025Q3: 194,022 shares; 2025Q4: 187,673 shares; 2026Q1: 192,740 shares; 2026Q2: 197,866 shares 197,866 $17.6M 0.07% +5,126 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,944 shares; 2024Q4: 592,279 shares; 2025Q1: 641,958 shares; 2025Q2: 689,035 shares; 2025Q3: 753,554 shares; 2025Q4: 943,201 shares; 2026Q1: 971,273 shares; 2026Q2: 912,864 shares 912,864 $17.5M 0.07% -58,409 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,771 shares; 2024Q4: 27,451 shares; 2025Q1: 48,532 shares; 2025Q2: 62,218 shares; 2025Q3: 68,067 shares; 2025Q4: 251,063 shares; 2026Q1: 334,773 shares; 2026Q2: 344,298 shares 344,298 $17.3M 0.07% +9,525 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,567 shares; 2025Q1: 60,716 shares; 2025Q2: 110,159 shares; 2025Q3: 168,050 shares; 2025Q4: 251,092 shares; 2026Q1: 290,506 shares; 2026Q2: 461,393 shares 461,393 $17.3M 0.07% +170,887 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,534 shares; 2024Q4: 8,788 shares; 2025Q1: 8,537 shares; 2025Q2: 8,870 shares; 2025Q3: 9,982 shares; 2025Q4: 12,994 shares; 2026Q1: 14,744 shares; 2026Q2: 15,165 shares 15,165 $17.2M 0.07% +421 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,182 shares; 2024Q4: 22,145 shares; 2025Q1: 29,552 shares; 2025Q2: 63,534 shares; 2025Q3: 70,827 shares; 2025Q4: 103,984 shares; 2026Q1: 178,414 shares; 2026Q2: 196,615 shares 196,615 $17.2M 0.07% +18,201 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,595 shares; 2024Q4: 39,089 shares; 2025Q1: 44,572 shares; 2025Q2: 70,746 shares; 2025Q3: 91,014 shares; 2025Q4: 100,563 shares; 2026Q1: 123,564 shares; 2026Q2: 170,479 shares 170,479 $17.1M 0.07% +46,915 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,229 shares; 2024Q4: 23,191 shares; 2025Q1: 26,306 shares; 2025Q2: 65,200 shares; 2025Q3: 87,264 shares; 2025Q4: 113,838 shares; 2026Q1: 162,293 shares; 2026Q2: 170,692 shares 170,692 $17.1M 0.07% +8,399 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,200 shares; 2024Q4: 133,688 shares; 2025Q1: 129,499 shares; 2025Q2: 244,492 shares; 2025Q3: 264,831 shares; 2025Q4: 322,441 shares; 2026Q1: 257,130 shares; 2026Q2: 188,709 shares 188,709 $17M 0.07% -68,421 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,162 shares; 2024Q4: 12,898 shares; 2025Q1: 14,565 shares; 2025Q2: 161,664 shares; 2025Q3: 189,232 shares; 2025Q4: 149,213 shares; 2026Q1: 171,720 shares; 2026Q2: 182,997 shares 182,997 $17M 0.07% +11,277 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,221 shares; 2024Q4: 27,560 shares; 2025Q1: 89,889 shares; 2025Q2: 97,796 shares; 2025Q3: 101,140 shares; 2025Q4: 103,976 shares; 2026Q1: 100,607 shares; 2026Q2: 180,553 shares 180,553 $16.9M 0.07% +79,946 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,978 shares; 2026Q1: 92,353 shares; 2026Q2: 59,325 shares 59,325 $16.9M 0.07% -33,028 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367,478 shares; 2026Q2: 370,720 shares 370,720 $16.9M 0.07% +3,242 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,166 shares; 2024Q4: 365,103 shares; 2025Q1: 394,697 shares; 2025Q2: 398,731 shares; 2025Q3: 391,405 shares; 2025Q4: 387,096 shares; 2026Q1: 284,856 shares; 2026Q2: 271,027 shares 271,027 $16.8M 0.07% -13,829 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,289 shares; 2024Q4: 15,810 shares; 2025Q1: 17,106 shares; 2025Q2: 32,936 shares; 2025Q3: 38,342 shares; 2025Q4: 51,403 shares; 2026Q1: 51,301 shares; 2026Q2: 49,034 shares 49,034 $16.8M 0.07% -2,267 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,649 shares; 2024Q4: 99,934 shares; 2025Q1: 114,340 shares; 2025Q2: 142,749 shares; 2025Q3: 157,926 shares; 2025Q4: 171,140 shares; 2026Q1: 173,344 shares; 2026Q2: 181,701 shares 181,701 $16.7M 0.07% +8,357 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,378 shares; 2024Q4: 110,992 shares; 2025Q1: 104,527 shares; 2025Q2: 131,095 shares; 2025Q3: 145,135 shares; 2025Q4: 168,085 shares; 2026Q1: 192,563 shares; 2026Q2: 199,406 shares 199,406 $16.5M 0.07% +6,843 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,556 shares; 2024Q4: 289,457 shares; 2025Q1: 282,006 shares; 2025Q2: 279,005 shares; 2025Q3: 276,178 shares; 2025Q4: 277,421 shares; 2026Q1: 270,057 shares; 2026Q2: 265,078 shares 265,078 $16.4M 0.07% -4,979 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,892 shares; 2024Q4: 187,210 shares; 2025Q1: 188,759 shares; 2025Q2: 251,698 shares; 2025Q3: 266,393 shares; 2025Q4: 262,881 shares; 2026Q1: 293,889 shares; 2026Q2: 264,957 shares 264,957 $16.3M 0.07% -28,932 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,213 shares; 2024Q4: 162,549 shares; 2025Q1: 167,953 shares; 2025Q2: 174,305 shares; 2025Q3: 171,173 shares; 2025Q4: 209,200 shares; 2026Q1: 184,368 shares; 2026Q2: 148,048 shares 148,048 $16.3M 0.07% -36,320 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,330 shares; 2024Q4: 395,435 shares; 2025Q1: 379,917 shares; 2025Q2: 394,462 shares; 2025Q3: 391,312 shares; 2025Q4: 389,364 shares; 2026Q1: 421,486 shares; 2026Q2: 661,016 shares 661,016 $16.2M 0.07% +239,530 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,896 shares; 2024Q4: 188,943 shares; 2025Q1: 249,072 shares; 2025Q2: 254,592 shares; 2025Q3: 290,186 shares; 2025Q4: 321,085 shares; 2026Q1: 305,416 shares; 2026Q2: 299,576 shares 299,576 $16.2M 0.07% -5,840 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,566 shares; 2024Q4: 51,133 shares; 2025Q1: 57,001 shares; 2025Q2: 132,172 shares; 2025Q3: 150,652 shares; 2025Q4: 168,635 shares; 2026Q1: 149,992 shares; 2026Q2: 170,440 shares 170,440 $16.1M 0.07% +20,448 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 434,646 shares 434,646 $16M 0.07% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,455 shares; 2024Q4: 17,534 shares; 2025Q1: 19,507 shares; 2025Q2: 19,461 shares; 2025Q3: 20,544 shares; 2025Q4: 21,902 shares; 2026Q1: 29,901 shares; 2026Q2: 43,589 shares 43,589 $15.9M 0.07% +13,688 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,626 shares; 2024Q4: 66,191 shares; 2025Q1: 62,244 shares; 2025Q2: 168,217 shares; 2025Q3: 190,051 shares; 2025Q4: 206,480 shares; 2026Q1: 203,770 shares; 2026Q2: 209,714 shares 209,714 $15.8M 0.07% +5,944 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,792 shares; 2024Q4: 146,328 shares; 2025Q1: 125,291 shares; 2025Q2: 169,769 shares; 2025Q3: 157,077 shares; 2025Q4: 127,412 shares; 2026Q1: 124,705 shares; 2026Q2: 153,944 shares 153,944 $15.7M 0.06% +29,239 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,855 shares; 2024Q4: 63,415 shares; 2025Q1: 45,846 shares; 2025Q2: 43,582 shares; 2025Q3: 42,543 shares; 2025Q4: 48,272 shares; 2026Q1: 49,049 shares; 2026Q2: 49,896 shares 49,896 $15.7M 0.06% +847 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,364 shares; 2025Q2: 118,318 shares; 2025Q3: 140,177 shares; 2025Q4: 196,059 shares; 2026Q1: 283,515 shares; 2026Q2: 360,825 shares 360,825 $15.6M 0.06% +77,310 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,578 shares; 2025Q2: 6,346 shares; 2025Q3: 5,429 shares; 2025Q4: 353,764 shares; 2026Q1: 386,455 shares; 2026Q2: 438,567 shares 438,567 $15.5M 0.06% +52,112 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601 shares; 2024Q4: 4,423 shares; 2025Q1: 9,056 shares; 2025Q2: 10,065 shares; 2025Q3: 12,686 shares; 2025Q4: 31,357 shares; 2026Q1: 64,704 shares; 2026Q2: 43,611 shares 43,611 $15.5M 0.06% -21,093 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,545 shares; 2024Q4: 101,025 shares; 2025Q1: 100,685 shares; 2025Q2: 137,579 shares; 2025Q3: 408,830 shares; 2025Q4: 469,799 shares; 2026Q1: 492,031 shares; 2026Q2: 504,999 shares 504,999 $15.4M 0.06% +12,968 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,255 shares; 2024Q4: 192,102 shares; 2025Q1: 168,505 shares; 2025Q2: 200,340 shares; 2025Q3: 214,432 shares; 2025Q4: 183,889 shares; 2026Q1: 176,716 shares; 2026Q2: 189,343 shares 189,343 $15.3M 0.06% +12,627 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,228 shares; 2024Q4: 29,949 shares; 2025Q1: 47,918 shares; 2025Q2: 53,512 shares; 2025Q3: 60,742 shares; 2025Q4: 63,380 shares; 2026Q1: 75,326 shares; 2026Q2: 80,527 shares 80,527 $15.2M 0.06% +5,201 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,249 shares; 2024Q4: 170,795 shares; 2025Q1: 304,124 shares; 2025Q2: 380,787 shares; 2025Q3: 412,611 shares; 2025Q4: 424,614 shares; 2026Q1: 474,310 shares; 2026Q2: 373,667 shares 373,667 $15.2M 0.06% -100,643 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 17,493 shares; 2025Q4: 58,525 shares; 2026Q1: 145,063 shares; 2026Q2: 150,380 shares 150,380 $14.9M 0.06% +5,317 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,462 shares; 2025Q1: 55,856 shares; 2025Q2: 82,341 shares; 2025Q3: 105,907 shares; 2025Q4: 85,211 shares; 2026Q1: 123,461 shares; 2026Q2: 398,078 shares 398,078 $14.9M 0.06% +274,617 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,366 shares; 2024Q4: 37,142 shares; 2025Q1: 37,295 shares; 2025Q2: 51,318 shares; 2025Q3: 60,934 shares; 2025Q4: 68,232 shares; 2026Q1: 189,360 shares; 2026Q2: 444,123 shares 444,123 $14.9M 0.06% +254,763 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,761 shares; 2025Q3: 19,310 shares; 2025Q4: 236,866 shares; 2026Q1: 240,507 shares; 2026Q2: 293,996 shares 293,996 $14.7M 0.06% +53,489 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 88,418 shares; 2025Q1: 87,458 shares; 2025Q2: 87,383 shares; 2025Q3: 89,163 shares; 2025Q4: 90,105 shares; 2026Q1: 86,242 shares; 2026Q2: 89,756 shares 89,756 $14.7M 0.06% +3,514 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,609 shares; 2024Q4: 134,614 shares; 2025Q1: 92,514 shares; 2025Q2: 128,230 shares; 2025Q3: 106,947 shares; 2025Q4: 111,822 shares; 2026Q1: 141,733 shares; 2026Q2: 115,088 shares 115,088 $14.6M 0.06% -26,645 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,883 shares; 2024Q4: 6,166 shares; 2025Q1: 6,951 shares; 2025Q2: 12,661 shares; 2025Q3: 15,950 shares; 2025Q4: 17,334 shares; 2026Q1: 17,655 shares; 2026Q2: 20,657 shares 20,657 $14.5M 0.06% +3,002 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,800 shares; 2024Q4: 78,724 shares; 2025Q1: 87,795 shares; 2025Q2: 100,839 shares; 2025Q3: 117,596 shares; 2025Q4: 264,236 shares; 2026Q1: 319,915 shares; 2026Q2: 318,954 shares 318,954 $14.5M 0.06% -961 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,066 shares; 2024Q4: 58,906 shares; 2025Q1: 54,647 shares; 2025Q2: 77,704 shares; 2025Q3: 67,738 shares; 2025Q4: 90,781 shares; 2026Q1: 76,970 shares; 2026Q2: 57,592 shares 57,592 $14.4M 0.06% -19,378 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,280 shares; 2024Q4: 81,572 shares; 2025Q1: 88,652 shares; 2025Q2: 103,331 shares; 2025Q3: 117,954 shares; 2025Q4: 124,805 shares; 2026Q1: 120,560 shares; 2026Q2: 122,794 shares 122,794 $14.4M 0.06% +2,234 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,213 shares; 2024Q4: 35,100 shares; 2025Q1: 36,039 shares; 2025Q2: 62,069 shares; 2025Q3: 71,862 shares; 2025Q4: 78,859 shares; 2026Q1: 90,202 shares; 2026Q2: 86,395 shares 86,395 $14.4M 0.06% -3,807 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,645 shares; 2024Q4: 11,968 shares; 2025Q1: 11,978 shares; 2025Q2: 20,475 shares; 2025Q3: 21,445 shares; 2025Q4: 24,746 shares; 2026Q1: 26,876 shares; 2026Q2: 28,690 shares 28,690 $14.4M 0.06% +1,814 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,695 shares; 2024Q4: 139,541 shares; 2025Q1: 144,797 shares; 2025Q2: 196,681 shares; 2025Q3: 220,336 shares; 2025Q4: 224,361 shares; 2026Q1: 275,709 shares; 2026Q2: 248,814 shares 248,814 $14.4M 0.06% -26,895 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,539 shares; 2024Q4: 14,475 shares; 2025Q1: 48,217 shares; 2025Q2: 112,084 shares; 2025Q3: 120,314 shares; 2025Q4: 74,233 shares; 2026Q1: 136,429 shares; 2026Q2: 139,075 shares 139,075 $14.3M 0.06% +2,646 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,569 shares; 2024Q4: 110,217 shares; 2025Q1: 112,118 shares; 2025Q2: 106,569 shares; 2025Q3: 497,655 shares; 2025Q4: 514,764 shares; 2026Q1: 675,667 shares; 2026Q2: 691,058 shares 691,058 $14.2M 0.06% +15,391 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,422 shares; 2024Q4: 356,687 shares; 2025Q1: 476,312 shares; 2025Q2: 477,121 shares; 2025Q3: 519,280 shares; 2025Q4: 668,735 shares; 2026Q1: 744,790 shares; 2026Q2: 790,728 shares 790,728 $14.1M 0.06% +45,938 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,802 shares; 2024Q4: 65,220 shares; 2025Q1: 120,781 shares; 2025Q2: 171,791 shares; 2025Q3: 172,689 shares; 2025Q4: 194,727 shares; 2026Q1: 133,154 shares; 2026Q2: 130,531 shares 130,531 $14M 0.06% -2,623 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,804 shares; 2024Q4: 62,630 shares; 2025Q1: 88,994 shares; 2025Q2: 117,690 shares; 2025Q3: 157,065 shares; 2025Q4: 186,555 shares; 2026Q1: 187,694 shares; 2026Q2: 190,589 shares 190,589 $13.8M 0.06% +2,895 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,220 shares; 2024Q4: 59,010 shares; 2025Q1: 62,684 shares; 2025Q2: 100,343 shares; 2025Q3: 98,989 shares; 2025Q4: 108,987 shares; 2026Q1: 87,484 shares; 2026Q2: 90,166 shares 90,166 $13.7M 0.06% +2,682 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,929 shares; 2024Q4: 20,184 shares; 2025Q1: 19,803 shares; 2025Q2: 21,228 shares; 2025Q3: 22,786 shares; 2025Q4: 22,757 shares; 2026Q1: 23,652 shares; 2026Q2: 120,235 shares 120,235 $13.7M 0.06% +96,583 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,716 shares; 2024Q4: 23,499 shares; 2025Q1: 28,051 shares; 2025Q2: 35,017 shares; 2025Q3: 36,538 shares; 2025Q4: 42,143 shares; 2026Q1: 42,872 shares; 2026Q2: 56,845 shares 56,845 $13.6M 0.06% +13,973 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,354 shares; 2024Q4: 184,693 shares; 2025Q1: 168,600 shares; 2025Q2: 272,525 shares; 2025Q3: 270,739 shares; 2025Q4: 295,785 shares; 2026Q1: 306,706 shares; 2026Q2: 177,484 shares 177,484 $13.6M 0.06% -129,222 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,253 shares; 2024Q4: 4,827 shares; 2025Q1: 5,584 shares; 2025Q2: 7,020 shares; 2025Q3: 8,417 shares; 2025Q4: 15,549 shares; 2026Q1: 15,879 shares; 2026Q2: 19,292 shares 19,292 $13.6M 0.06% +3,413 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,873 shares; 2026Q2: 266,318 shares 266,318 $13.6M 0.06% +129,445 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,228 shares; 2024Q4: 15,061 shares; 2025Q1: 14,797 shares; 2025Q2: 22,680 shares; 2025Q3: 23,892 shares; 2025Q4: 29,675 shares; 2026Q1: 31,473 shares; 2026Q2: 34,021 shares 34,021 $13.5M 0.06% +2,548 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,037 shares; 2024Q4: 80,872 shares; 2025Q1: 105,747 shares; 2025Q2: 148,700 shares; 2025Q3: 187,411 shares; 2025Q4: 208,622 shares; 2026Q1: 243,867 shares; 2026Q2: 267,880 shares 267,880 $13.5M 0.06% +24,013 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,180 shares; 2024Q4: 35,911 shares; 2025Q1: 40,244 shares; 2025Q2: 31,187 shares; 2025Q3: 34,084 shares; 2025Q4: 48,635 shares; 2026Q1: 84,510 shares; 2026Q2: 118,745 shares 118,745 $13.5M 0.06% +34,235 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,203 shares; 2024Q4: 19,520 shares; 2025Q1: 22,042 shares; 2025Q2: 18,975 shares; 2025Q3: 54,380 shares; 2025Q4: 61,876 shares; 2026Q1: 53,248 shares; 2026Q2: 70,807 shares 70,807 $13.3M 0.05% +17,559 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,665 shares; 2024Q4: 9,364 shares; 2025Q1: 12,182 shares; 2025Q2: 25,724 shares; 2025Q3: 25,631 shares; 2025Q4: 29,885 shares; 2026Q1: 35,262 shares; 2026Q2: 47,381 shares 47,381 $13.2M 0.05% +12,119 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959 shares; 2024Q4: 2,906 shares; 2025Q1: 6,512 shares; 2025Q2: 8,035 shares; 2025Q3: 12,374 shares; 2025Q4: 13,616 shares; 2026Q1: 14,141 shares; 2026Q2: 17,967 shares 17,967 $13.1M 0.05% +3,826 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,912 shares; 2024Q4: 136,392 shares; 2025Q1: 133,653 shares; 2025Q2: 168,886 shares; 2025Q3: 187,297 shares; 2025Q4: 189,210 shares; 2026Q1: 194,879 shares; 2026Q2: 217,097 shares 217,097 $13.1M 0.05% +22,218 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,697 shares; 2024Q4: 154,234 shares; 2025Q1: 217,800 shares; 2025Q2: 282,102 shares; 2025Q3: 346,813 shares; 2025Q4: 415,620 shares; 2026Q1: 502,987 shares; 2026Q2: 244,224 shares 244,224 $13.1M 0.05% -258,763 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,511 shares; 2024Q4: 86,404 shares; 2025Q1: 87,336 shares; 2025Q2: 99,871 shares; 2025Q3: 116,751 shares; 2025Q4: 127,451 shares; 2026Q1: 113,525 shares; 2026Q2: 150,390 shares 150,390 $13.1M 0.05% +36,865 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 3,058 shares; 2025Q1: 3,981 shares; 2025Q2: 3,628 shares; 2025Q3: 8,214 shares; 2025Q4: 24,530 shares; 2026Q1: 25,164 shares; 2026Q2: 31,333 shares 31,333 $13M 0.05% +6,169 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,729 shares; 2024Q4: 100,411 shares; 2025Q1: 98,377 shares; 2025Q2: 92,914 shares; 2025Q3: 113,212 shares; 2025Q4: 117,088 shares; 2026Q1: 126,782 shares; 2026Q2: 123,665 shares 123,665 $12.9M 0.05% -3,117 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,881 shares; 2024Q4: 16,202 shares; 2025Q1: 9,597 shares; 2025Q2: 9,518 shares; 2025Q3: 87,513 shares; 2025Q4: 88,938 shares; 2026Q1: 118,862 shares; 2026Q2: 120,258 shares 120,258 $12.8M 0.05% +1,396 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,124 shares; 2024Q4: 13,072 shares; 2025Q1: 13,953 shares; 2025Q2: 25,140 shares; 2025Q3: 27,949 shares; 2025Q4: 22,138 shares; 2026Q1: 23,387 shares; 2026Q2: 25,535 shares 25,535 $12.7M 0.05% +2,148 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,545 shares; 2024Q4: 75,804 shares; 2025Q1: 57,023 shares; 2025Q2: 68,214 shares; 2025Q3: 62,002 shares; 2025Q4: 74,142 shares; 2026Q1: 77,655 shares; 2026Q2: 78,813 shares 78,813 $12.5M 0.05% +1,158 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,592 shares; 2024Q4: 137,401 shares; 2025Q1: 130,975 shares; 2025Q2: 171,225 shares; 2025Q3: 158,570 shares; 2025Q4: 131,707 shares; 2026Q1: 122,176 shares; 2026Q2: 136,080 shares 136,080 $12.5M 0.05% +13,904 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,254 shares; 2024Q4: 77,428 shares; 2025Q1: 85,201 shares; 2025Q2: 89,344 shares; 2025Q3: 114,602 shares; 2025Q4: 216,960 shares; 2026Q1: 230,542 shares; 2026Q2: 219,845 shares 219,845 $12.4M 0.05% -10,697 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,386 shares; 2024Q4: 63,219 shares; 2025Q1: 65,399 shares; 2025Q2: 71,188 shares; 2025Q3: 72,759 shares; 2025Q4: 215,195 shares; 2026Q1: 321,791 shares; 2026Q2: 274,030 shares 274,030 $12.4M 0.05% -47,761 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,994 shares; 2024Q4: 172,840 shares; 2025Q1: 201,530 shares; 2025Q2: 150,689 shares; 2025Q3: 102,450 shares; 2025Q4: 127,185 shares; 2026Q1: 121,162 shares; 2026Q2: 94,474 shares 94,474 $12.3M 0.05% -26,688 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 163,267 shares 163,267 $12.2M 0.05% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,856 shares; 2024Q4: 38,388 shares; 2025Q1: 37,273 shares; 2025Q2: 34,739 shares; 2025Q3: 86,648 shares; 2025Q4: 95,684 shares; 2026Q1: 94,482 shares; 2026Q2: 109,887 shares 109,887 $12.1M 0.05% +15,405 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,672 shares; 2024Q4: 15,784 shares; 2025Q1: 19,012 shares; 2025Q2: 49,894 shares; 2025Q3: 57,805 shares; 2025Q4: 47,132 shares; 2026Q1: 49,699 shares; 2026Q2: 53,446 shares 53,446 $12M 0.05% +3,747 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,291 shares; 2025Q4: 86,587 shares; 2026Q1: 219,360 shares; 2026Q2: 222,797 shares 222,797 $11.9M 0.05% +3,437 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 5,842 shares; 2025Q1: 6,593 shares; 2025Q2: 23,887 shares; 2025Q3: 27,277 shares; 2025Q4: 29,354 shares; 2026Q1: 33,297 shares; 2026Q2: 37,444 shares 37,444 $11.9M 0.05% +4,147 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,370 shares; 2025Q1: 13,174 shares; 2025Q2: 14,754 shares; 2025Q3: 15,211 shares; 2025Q4: 20,559 shares; 2026Q1: 169,066 shares; 2026Q2: 289,127 shares 289,127 $11.9M 0.05% +120,061 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,549 shares; 2024Q4: 26,080 shares; 2025Q1: 75,055 shares; 2025Q2: 77,585 shares; 2025Q3: 79,407 shares; 2025Q4: 47,821 shares; 2026Q1: 32,819 shares; 2026Q2: 28,797 shares 28,797 $11.8M 0.05% -4,022 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,878 shares; 2025Q1: 29,263 shares; 2025Q2: 83,525 shares; 2025Q3: 86,269 shares; 2025Q4: 172,323 shares; 2026Q1: 175,676 shares; 2026Q2: 195,228 shares 195,228 $11.8M 0.05% +19,552 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,563 shares; 2025Q2: 3,141 shares; 2025Q3: 3,669 shares; 2025Q4: 3,747 shares; 2026Q1: 3,079 shares; 2026Q2: 66,595 shares 66,595 $11.7M 0.05% +63,516 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,106 shares; 2024Q4: 10,507 shares; 2025Q1: 16,175 shares; 2025Q2: 36,870 shares; 2025Q3: 56,339 shares; 2025Q4: 62,884 shares; 2026Q1: 55,052 shares; 2026Q2: 58,220 shares 58,220 $11.7M 0.05% +3,168 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259,884 shares; 2025Q3: 269,949 shares; 2025Q4: 263,173 shares; 2026Q1: 270,859 shares; 2026Q2: 280,149 shares 280,149 $11.7M 0.05% +9,290 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,263 shares; 2024Q4: 100,608 shares; 2025Q1: 104,635 shares; 2025Q2: 152,017 shares; 2025Q3: 147,957 shares; 2025Q4: 154,006 shares; 2026Q1: 257,139 shares; 2026Q2: 242,438 shares 242,438 $11.7M 0.05% -14,701 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,892 shares; 2024Q4: 235,421 shares; 2025Q1: 156,579 shares; 2025Q2: 126,322 shares; 2025Q3: 133,428 shares; 2025Q4: 156,305 shares; 2026Q1: 146,023 shares; 2026Q2: 154,341 shares 154,341 $11.6M 0.05% +8,318 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,818 shares; 2024Q4: 145,494 shares; 2025Q1: 164,209 shares; 2025Q2: 243,686 shares; 2025Q3: 277,922 shares; 2025Q4: 297,181 shares; 2026Q1: 308,490 shares; 2026Q2: 340,541 shares 340,541 $11.5M 0.05% +32,051 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,822 shares; 2024Q4: 70,927 shares; 2025Q1: 81,305 shares; 2025Q2: 70,547 shares; 2025Q3: 84,471 shares; 2025Q4: 102,490 shares; 2026Q1: 101,365 shares; 2026Q2: 107,008 shares 107,008 $11.5M 0.05% +5,643 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,118 shares; 2024Q4: 7,148 shares; 2025Q1: 9,030 shares; 2025Q2: 9,282 shares; 2025Q3: 11,909 shares; 2025Q4: 13,417 shares; 2026Q1: 13,122 shares; 2026Q2: 11,948 shares 11,948 $11.5M 0.05% -1,174 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,955 shares; 2025Q1: not reported; 2025Q2: 9,728 shares; 2025Q3: 9,869 shares; 2025Q4: 472,825 shares; 2026Q1: 488,589 shares; 2026Q2: 447,318 shares 447,318 $11.5M 0.05% -41,271 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,441 shares; 2024Q4: 13,509 shares; 2025Q1: 16,323 shares; 2025Q2: 30,693 shares; 2025Q3: 37,305 shares; 2025Q4: 44,495 shares; 2026Q1: 45,699 shares; 2026Q2: 33,301 shares 33,301 $11.4M 0.05% -12,398 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 14,764 shares; 2025Q1: 15,949 shares; 2025Q2: 18,116 shares; 2025Q3: 15,796 shares; 2025Q4: 14,540 shares; 2026Q1: 13,303 shares; 2026Q2: 13,691 shares 13,691 $11.4M 0.05% +388 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,071 shares; 2024Q4: 24,732 shares; 2025Q1: 34,724 shares; 2025Q2: 38,276 shares; 2025Q3: 46,602 shares; 2025Q4: 80,139 shares; 2026Q1: 79,480 shares; 2026Q2: 77,882 shares 77,882 $11.3M 0.05% -1,598 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400,486 shares 400,486 $11.3M 0.05% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,990 shares; 2025Q3: 13,256 shares; 2025Q4: 111,237 shares; 2026Q1: 163,588 shares; 2026Q2: 308,806 shares 308,806 $11.3M 0.05% +145,218 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,211 shares; 2024Q4: 36,855 shares; 2025Q1: 52,517 shares; 2025Q2: 247,852 shares; 2025Q3: 269,398 shares; 2025Q4: 347,029 shares; 2026Q1: 354,536 shares; 2026Q2: 408,202 shares 408,202 $11.2M 0.05% +53,666 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,255 shares; 2025Q3: 14,302 shares; 2025Q4: 214,096 shares; 2026Q1: 310,027 shares; 2026Q2: 339,871 shares 339,871 $11.2M 0.05% +29,844 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,127 shares; 2024Q4: 64,614 shares; 2025Q1: 77,065 shares; 2025Q2: 88,611 shares; 2025Q3: 107,346 shares; 2025Q4: 156,125 shares; 2026Q1: 154,513 shares; 2026Q2: 178,789 shares 178,789 $11.1M 0.05% +24,276 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,586 shares; 2026Q1: 185,894 shares; 2026Q2: 183,094 shares 183,094 $11M 0.05% -2,800 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,281 shares 49,281 $11M 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,200 shares 49,200 $11M 0.05% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,717 shares; 2025Q4: not reported; 2026Q1: 3,883 shares; 2026Q2: 142,349 shares 142,349 $11M 0.05% +138,466 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,742 shares; 2024Q4: 17,373 shares; 2025Q1: 21,584 shares; 2025Q2: 39,947 shares; 2025Q3: 43,977 shares; 2025Q4: 43,365 shares; 2026Q1: 44,825 shares; 2026Q2: 66,981 shares 66,981 $11M 0.05% +22,156 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,169 shares; 2024Q4: 7,127 shares; 2025Q1: 6,159 shares; 2025Q2: 7,128 shares; 2025Q3: 5,478 shares; 2025Q4: 46,756 shares; 2026Q1: 55,233 shares; 2026Q2: 61,392 shares 61,392 $11M 0.05% +6,159 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,231 shares; 2024Q4: 50,262 shares; 2025Q1: 50,166 shares; 2025Q2: 48,296 shares; 2025Q3: 68,025 shares; 2025Q4: 160,963 shares; 2026Q1: 182,942 shares; 2026Q2: 234,343 shares 234,343 $11M 0.05% +51,401 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 186,704 shares; 2026Q1: 222,848 shares; 2026Q2: 309,681 shares 309,681 $10.9M 0.04% +86,833 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,663 shares; 2024Q4: 37,664 shares; 2025Q1: 41,852 shares; 2025Q2: 49,814 shares; 2025Q3: 33,381 shares; 2025Q4: 42,749 shares; 2026Q1: 38,117 shares; 2026Q2: 38,818 shares 38,818 $10.9M 0.04% +701 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,418 shares; 2024Q4: 4,017 shares; 2025Q1: 6,671 shares; 2025Q2: 9,472 shares; 2025Q3: 10,845 shares; 2025Q4: 15,678 shares; 2026Q1: 15,060 shares; 2026Q2: 16,891 shares 16,891 $10.8M 0.04% +1,831 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,629 shares; 2026Q1: 139,905 shares; 2026Q2: 140,101 shares 140,101 $10.8M 0.04% +196 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,352 shares; 2024Q4: 23,315 shares; 2025Q1: 25,299 shares; 2025Q2: 26,472 shares; 2025Q3: 30,994 shares; 2025Q4: 37,703 shares; 2026Q1: 48,195 shares; 2026Q2: 58,225 shares 58,225 $10.8M 0.04% +10,030 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,774 shares; 2024Q4: 55,014 shares; 2025Q1: 62,507 shares; 2025Q2: 7,577 shares; 2025Q3: 7,423 shares; 2025Q4: 23,592 shares; 2026Q1: 57,609 shares; 2026Q2: 117,170 shares 117,170 $10.8M 0.04% +59,561 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,709 shares; 2024Q4: 277,572 shares; 2025Q1: 342,403 shares; 2025Q2: 289,421 shares; 2025Q3: 254,842 shares; 2025Q4: 206,592 shares; 2026Q1: 205,947 shares; 2026Q2: 247,997 shares 247,997 $10.7M 0.04% +42,050 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,368 shares; 2024Q4: 12,830 shares; 2025Q1: 20,522 shares; 2025Q2: 23,030 shares; 2025Q3: 83,137 shares; 2025Q4: 86,675 shares; 2026Q1: 96,803 shares; 2026Q2: 142,005 shares 142,005 $10.7M 0.04% +45,202 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,127 shares; 2025Q1: 49,383 shares; 2025Q2: 31,798 shares; 2025Q3: 147,920 shares; 2025Q4: 188,877 shares; 2026Q1: 348,456 shares; 2026Q2: 343,476 shares 343,476 $10.7M 0.04% -4,980 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,778 shares; 2025Q3: 89,368 shares; 2025Q4: 294,251 shares; 2026Q1: 350,870 shares; 2026Q2: 404,845 shares 404,845 $10.4M 0.04% +53,975 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,175 shares; 2024Q4: 120,301 shares; 2025Q1: 141,430 shares; 2025Q2: 158,931 shares; 2025Q3: 174,543 shares; 2025Q4: 513,482 shares; 2026Q1: 575,550 shares; 2026Q2: 585,150 shares 585,150 $10.4M 0.04% +9,600 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,565 shares; 2024Q4: 34,399 shares; 2025Q1: 41,231 shares; 2025Q2: 63,211 shares; 2025Q3: 65,097 shares; 2025Q4: 94,181 shares; 2026Q1: 93,634 shares; 2026Q2: 69,969 shares 69,969 $10.3M 0.04% -23,665 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,297 shares; 2024Q4: 15,621 shares; 2025Q1: 15,345 shares; 2025Q2: 16,187 shares; 2025Q3: 431,298 shares; 2025Q4: 580,094 shares; 2026Q1: 555,192 shares; 2026Q2: 501,570 shares 501,570 $10.2M 0.04% -53,622 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,786 shares; 2024Q4: 95,696 shares; 2025Q1: 90,569 shares; 2025Q2: 100,978 shares; 2025Q3: 111,922 shares; 2025Q4: 118,573 shares; 2026Q1: 119,478 shares; 2026Q2: 120,797 shares 120,797 $10.2M 0.04% +1,319 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,086 shares; 2025Q3: 18,392 shares; 2025Q4: 26,056 shares; 2026Q1: 39,411 shares; 2026Q2: 40,952 shares 40,952 $10.2M 0.04% +1,541 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,116 shares; 2024Q4: 26,444 shares; 2025Q1: 25,911 shares; 2025Q2: 39,791 shares; 2025Q3: 42,058 shares; 2025Q4: 49,692 shares; 2026Q1: 42,715 shares; 2026Q2: 39,824 shares 39,824 $10.2M 0.04% -2,891 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,201 shares; 2024Q4: 22,219 shares; 2025Q1: 18,258 shares; 2025Q2: 21,399 shares; 2025Q3: 22,876 shares; 2025Q4: 62,774 shares; 2026Q1: 72,118 shares; 2026Q2: 74,112 shares 74,112 $10.2M 0.04% +1,994 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,972 shares; 2024Q4: 29,695 shares; 2025Q1: 31,704 shares; 2025Q2: 30,317 shares; 2025Q3: 31,573 shares; 2025Q4: 49,267 shares; 2026Q1: 56,755 shares; 2026Q2: 62,304 shares 62,304 $10.2M 0.04% +5,549 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,710 shares; 2024Q4: 107,146 shares; 2025Q1: 112,316 shares; 2025Q2: 122,207 shares; 2025Q3: 134,594 shares; 2025Q4: 148,565 shares; 2026Q1: 132,028 shares; 2026Q2: 126,448 shares 126,448 $10.2M 0.04% -5,580 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,497 shares; 2024Q4: 5,918 shares; 2025Q1: 9,632 shares; 2025Q2: 17,511 shares; 2025Q3: 20,880 shares; 2025Q4: 24,778 shares; 2026Q1: 24,570 shares; 2026Q2: 28,177 shares 28,177 $10.1M 0.04% +3,607 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 10,355 shares; 2025Q1: 12,613 shares; 2025Q2: 12,604 shares; 2025Q3: 13,848 shares; 2025Q4: 15,034 shares; 2026Q1: 14,478 shares; 2026Q2: 15,627 shares 15,627 $10M 0.04% +1,149 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,555 shares; 2025Q2: 21,579 shares; 2025Q3: 21,949 shares; 2025Q4: 28,666 shares; 2026Q1: 340,322 shares; 2026Q2: 346,332 shares 346,332 $9.95M 0.04% +6,010 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,667 shares; 2025Q1: 16,380 shares; 2025Q2: 14,836 shares; 2025Q3: 56,223 shares; 2025Q4: 147,206 shares; 2026Q1: 169,870 shares; 2026Q2: 173,197 shares 173,197 $9.95M 0.04% +3,327 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,575 shares; 2024Q4: 44,843 shares; 2025Q1: 51,012 shares; 2025Q2: 69,338 shares; 2025Q3: 76,036 shares; 2025Q4: 87,224 shares; 2026Q1: 88,165 shares; 2026Q2: 86,703 shares 86,703 $9.89M 0.04% -1,462 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,294 shares; 2024Q4: 9,577 shares; 2025Q1: 9,739 shares; 2025Q2: 16,331 shares; 2025Q3: 22,242 shares; 2025Q4: 73,371 shares; 2026Q1: 73,354 shares; 2026Q2: 78,284 shares 78,284 $9.89M 0.04% +4,930 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 198,946 shares; 2025Q4: 226,955 shares; 2026Q1: 228,146 shares; 2026Q2: 281,975 shares 281,975 $9.88M 0.04% +53,829 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,668 shares; 2024Q4: 2,936 shares; 2025Q1: 4,247 shares; 2025Q2: 5,503 shares; 2025Q3: 5,693 shares; 2025Q4: 20,446 shares; 2026Q1: 23,053 shares; 2026Q2: 27,370 shares 27,370 $9.84M 0.04% +4,317 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,685 shares; 2024Q4: 21,758 shares; 2025Q1: 31,402 shares; 2025Q2: 37,025 shares; 2025Q3: 37,431 shares; 2025Q4: 64,284 shares; 2026Q1: 61,849 shares; 2026Q2: 72,738 shares 72,738 $9.73M 0.04% +10,889 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176,036 shares; 2026Q2: 303,824 shares 303,824 $9.71M 0.04% +127,788 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,470 shares; 2024Q4: 138,626 shares; 2025Q1: 149,756 shares; 2025Q2: 165,411 shares; 2025Q3: 174,410 shares; 2025Q4: 180,718 shares; 2026Q1: 179,098 shares; 2026Q2: 180,226 shares 180,226 $9.7M 0.04% +1,128 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,472 shares; 2024Q4: 11,363 shares; 2025Q1: 10,996 shares; 2025Q2: 12,824 shares; 2025Q3: 12,175 shares; 2025Q4: 6,777 shares; 2026Q1: 23,001 shares; 2026Q2: 26,863 shares 26,863 $9.68M 0.04% +3,862 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744 shares; 2024Q4: 3,014 shares; 2025Q1: 3,930 shares; 2025Q2: 12,732 shares; 2025Q3: 13,401 shares; 2025Q4: 16,445 shares; 2026Q1: 18,946 shares; 2026Q2: 21,209 shares 21,209 $9.62M 0.04% +2,263 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,700 shares; 2025Q3: 14,588 shares; 2025Q4: 72,684 shares; 2026Q1: 153,360 shares; 2026Q2: 168,324 shares 168,324 $9.58M 0.04% +14,964 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,992 shares; 2024Q4: 21,252 shares; 2025Q1: 22,868 shares; 2025Q2: 28,670 shares; 2025Q3: 29,407 shares; 2025Q4: 31,138 shares; 2026Q1: 36,292 shares; 2026Q2: 42,188 shares 42,188 $9.57M 0.04% +5,896 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,742 shares; 2024Q4: 133,043 shares; 2025Q1: 143,765 shares; 2025Q2: 120,079 shares; 2025Q3: 127,139 shares; 2025Q4: 142,840 shares; 2026Q1: 161,573 shares; 2026Q2: 165,112 shares 165,112 $9.51M 0.04% +3,539 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,425 shares; 2024Q4: 12,178 shares; 2025Q1: 13,650 shares; 2025Q2: 19,355 shares; 2025Q3: 21,346 shares; 2025Q4: 22,522 shares; 2026Q1: 23,034 shares; 2026Q2: 33,405 shares 33,405 $9.46M 0.04% +10,371 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,178 shares; 2024Q4: 103,598 shares; 2025Q1: 145,211 shares; 2025Q2: 184,881 shares; 2025Q3: 202,878 shares; 2025Q4: 199,854 shares; 2026Q1: 143,327 shares; 2026Q2: 134,933 shares 134,933 $9.45M 0.04% -8,394 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,229 shares; 2024Q4: 20,882 shares; 2025Q1: 22,999 shares; 2025Q2: 30,307 shares; 2025Q3: 29,819 shares; 2025Q4: 40,290 shares; 2026Q1: 41,142 shares; 2026Q2: 42,907 shares 42,907 $9.41M 0.04% +1,765 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,958 shares; 2024Q4: 61,946 shares; 2025Q1: 61,741 shares; 2025Q2: 66,744 shares; 2025Q3: 117,694 shares; 2025Q4: 118,047 shares; 2026Q1: 133,186 shares; 2026Q2: 137,692 shares 137,692 $9.4M 0.04% +4,506 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,173 shares; 2025Q2: 285,445 shares; 2025Q3: 370,040 shares; 2025Q4: 392,686 shares; 2026Q1: 411,271 shares; 2026Q2: 446,702 shares 446,702 $9.25M 0.04% +35,431 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,800 shares; 2025Q2: 73,108 shares; 2025Q3: 131,305 shares; 2025Q4: 151,946 shares; 2026Q1: 163,622 shares; 2026Q2: 136,304 shares 136,304 $9.22M 0.04% -27,318 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,574 shares; 2025Q3: 99,956 shares; 2025Q4: 141,713 shares; 2026Q1: 187,972 shares; 2026Q2: 224,605 shares 224,605 $9.11M 0.04% +36,633 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,563 shares; 2024Q4: 84,443 shares; 2025Q1: 140,123 shares; 2025Q2: 117,298 shares; 2025Q3: 123,270 shares; 2025Q4: 215,354 shares; 2026Q1: 228,561 shares; 2026Q2: 231,306 shares 231,306 $9.06M 0.04% +2,745 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,832 shares; 2024Q4: 113,323 shares; 2025Q1: 114,791 shares; 2025Q2: 118,320 shares; 2025Q3: 122,553 shares; 2025Q4: 128,768 shares; 2026Q1: 130,413 shares; 2026Q2: 136,926 shares 136,926 $9.06M 0.04% +6,513 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,128 shares 108,128 $9.03M 0.04% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $8.99M 0.04% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,479 shares; 2024Q4: 14,112 shares; 2025Q1: 45,700 shares; 2025Q2: 78,532 shares; 2025Q3: 81,095 shares; 2025Q4: 86,069 shares; 2026Q1: 89,988 shares; 2026Q2: 93,764 shares 93,764 $8.97M 0.04% +3,776 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 4,076 shares; 2025Q1: 3,688 shares; 2025Q2: 3,525 shares; 2025Q3: 14,931 shares; 2025Q4: 41,800 shares; 2026Q1: 43,752 shares; 2026Q2: 59,063 shares 59,063 $8.96M 0.04% +15,311 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 5,613 shares; 2025Q1: 6,079 shares; 2025Q2: 12,104 shares; 2025Q3: 15,447 shares; 2025Q4: 17,682 shares; 2026Q1: 16,683 shares; 2026Q2: 17,610 shares 17,610 $8.96M 0.04% +927 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,474 shares; 2024Q4: 111,743 shares; 2025Q1: 121,613 shares; 2025Q2: 156,160 shares; 2025Q3: 119,743 shares; 2025Q4: 115,751 shares; 2026Q1: 113,189 shares; 2026Q2: 115,635 shares 115,635 $8.95M 0.04% +2,446 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,151 shares; 2024Q4: 54,163 shares; 2025Q1: 42,207 shares; 2025Q2: 46,228 shares; 2025Q3: 32,004 shares; 2025Q4: 130,254 shares; 2026Q1: 133,962 shares; 2026Q2: 150,459 shares 150,459 $8.88M 0.04% +16,497 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,330 shares; 2024Q4: 40,227 shares; 2025Q1: 46,832 shares; 2025Q2: 39,334 shares; 2025Q3: 38,894 shares; 2025Q4: 59,561 shares; 2026Q1: 64,896 shares; 2026Q2: 77,069 shares 77,069 $8.85M 0.04% +12,173 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,896 shares; 2024Q4: 3,910 shares; 2025Q1: 18,812 shares; 2025Q2: 26,027 shares; 2025Q3: 30,940 shares; 2025Q4: 47,718 shares; 2026Q1: 52,726 shares; 2026Q2: 73,125 shares 73,125 $8.83M 0.04% +20,399 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,483 shares; 2024Q4: 4,692 shares; 2025Q1: 5,597 shares; 2025Q2: 29,761 shares; 2025Q3: 39,411 shares; 2025Q4: 42,919 shares; 2026Q1: 50,444 shares; 2026Q2: 53,936 shares 53,936 $8.77M 0.04% +3,492 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,971 shares; 2024Q4: 48,571 shares; 2025Q1: 48,632 shares; 2025Q2: 61,980 shares; 2025Q3: 89,470 shares; 2025Q4: 118,280 shares; 2026Q1: 133,872 shares; 2026Q2: 128,233 shares 128,233 $8.77M 0.04% -5,639 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 439 shares; 2025Q1: 521 shares; 2025Q2: 791 shares; 2025Q3: 952 shares; 2025Q4: 1,022 shares; 2026Q1: 1,164 shares; 2026Q2: 49,182 shares 49,182 $8.77M 0.04% +48,018 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,483 shares; 2024Q4: 143,658 shares; 2025Q1: 173,042 shares; 2025Q2: 168,314 shares; 2025Q3: 167,083 shares; 2025Q4: 193,953 shares; 2026Q1: 191,680 shares; 2026Q2: 183,966 shares 183,966 $8.74M 0.04% -7,714 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,329 shares; 2025Q4: 65,299 shares; 2026Q1: 172,624 shares; 2026Q2: 180,540 shares 180,540 $8.71M 0.04% +7,916 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,564 shares; 2024Q4: 22,212 shares; 2025Q1: 21,976 shares; 2025Q2: 22,359 shares; 2025Q3: 21,869 shares; 2025Q4: 18,235 shares; 2026Q1: 17,086 shares; 2026Q2: 68,211 shares 68,211 $8.7M 0.04% +51,125 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,071 shares; 2024Q4: 56,431 shares; 2025Q1: 38,596 shares; 2025Q2: 32,293 shares; 2025Q3: 38,457 shares; 2025Q4: 111,601 shares; 2026Q1: 163,538 shares; 2026Q2: 188,102 shares 188,102 $8.7M 0.04% +24,564 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,569 shares; 2024Q4: 14,007 shares; 2025Q1: 17,466 shares; 2025Q2: 24,845 shares; 2025Q3: 26,335 shares; 2025Q4: 28,345 shares; 2026Q1: 27,070 shares; 2026Q2: 26,364 shares 26,364 $8.7M 0.04% -706 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,633 shares; 2024Q4: 17,426 shares; 2025Q1: 17,177 shares; 2025Q2: 24,040 shares; 2025Q3: 23,961 shares; 2025Q4: 39,445 shares; 2026Q1: 56,756 shares; 2026Q2: 60,852 shares 60,852 $8.67M 0.04% +4,096 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,299 shares; 2024Q4: 136,244 shares; 2025Q1: 159,955 shares; 2025Q2: 252,955 shares; 2025Q3: 296,416 shares; 2025Q4: 351,606 shares; 2026Q1: 366,517 shares; 2026Q2: 366,043 shares 366,043 $8.64M 0.04% -474 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,867 shares; 2024Q4: 27,944 shares; 2025Q1: 26,672 shares; 2025Q2: 34,568 shares; 2025Q3: 51,467 shares; 2025Q4: 72,234 shares; 2026Q1: 78,173 shares; 2026Q2: 87,986 shares 87,986 $8.64M 0.04% +9,813 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,834 shares; 2024Q4: 99,772 shares; 2025Q1: 129,309 shares; 2025Q2: 124,979 shares; 2025Q3: 132,816 shares; 2025Q4: 137,684 shares; 2026Q1: 140,083 shares; 2026Q2: 155,612 shares 155,612 $8.63M 0.04% +15,529 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,529 shares; 2025Q1: 24,885 shares; 2025Q2: 33,539 shares; 2025Q3: 34,043 shares; 2025Q4: 112,526 shares; 2026Q1: 128,773 shares; 2026Q2: 137,441 shares 137,441 $8.63M 0.04% +8,668 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,390 shares; 2024Q4: 413,975 shares; 2025Q1: 352,555 shares; 2025Q2: 294,224 shares; 2025Q3: 316,552 shares; 2025Q4: 319,682 shares; 2026Q1: 326,066 shares; 2026Q2: 344,531 shares 344,531 $8.63M 0.04% +18,465 Timeline HBDC TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348,514 shares; 2025Q4: 370,152 shares; 2026Q1: 369,887 shares; 2026Q2: 347,667 shares 347,667 $8.61M 0.04% -22,220 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,769 shares; 2024Q4: 153,066 shares; 2025Q1: 201,725 shares; 2025Q2: 26,522 shares; 2025Q3: 194,310 shares; 2025Q4: 323,135 shares; 2026Q1: 338,910 shares; 2026Q2: 292,479 shares 292,479 $8.6M 0.04% -46,431 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,442 shares; 2024Q4: 18,176 shares; 2025Q1: 19,614 shares; 2025Q2: 20,887 shares; 2025Q3: 22,416 shares; 2025Q4: 29,861 shares; 2026Q1: 27,138 shares; 2026Q2: 27,337 shares 27,337 $8.56M 0.04% +199 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,344 shares; 2024Q4: 13,101 shares; 2025Q1: 19,643 shares; 2025Q2: 24,531 shares; 2025Q3: 27,938 shares; 2025Q4: 32,861 shares; 2026Q1: 32,007 shares; 2026Q2: 32,750 shares 32,750 $8.53M 0.04% +743 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,314 shares; 2024Q4: 81,363 shares; 2025Q1: 80,543 shares; 2025Q2: 98,503 shares; 2025Q3: 98,837 shares; 2025Q4: 99,822 shares; 2026Q1: 197,535 shares; 2026Q2: 201,990 shares 201,990 $8.46M 0.03% +4,455 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,079 shares; 2024Q4: 4,299 shares; 2025Q1: 3,718 shares; 2025Q2: 80,410 shares; 2025Q3: 86,182 shares; 2025Q4: 91,884 shares; 2026Q1: 91,235 shares; 2026Q2: 91,824 shares 91,824 $8.45M 0.03% +589 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,711 shares; 2024Q4: 32,332 shares; 2025Q1: 28,811 shares; 2025Q2: 68,805 shares; 2025Q3: 94,471 shares; 2025Q4: 111,027 shares; 2026Q1: 131,171 shares; 2026Q2: 137,067 shares 137,067 $8.45M 0.03% +5,896 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,261 shares; 2024Q4: 172,304 shares; 2025Q1: 179,567 shares; 2025Q2: 178,175 shares; 2025Q3: 215,764 shares; 2025Q4: 382,138 shares; 2026Q1: 407,399 shares; 2026Q2: 453,599 shares 453,599 $8.43M 0.03% +46,200 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,149 shares; 2024Q4: 194,070 shares; 2025Q1: 224,715 shares; 2025Q2: 250,310 shares; 2025Q3: 311,839 shares; 2025Q4: 285,730 shares; 2026Q1: 366,120 shares; 2026Q2: 356,045 shares 356,045 $8.35M 0.03% -10,075 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539 shares; 2024Q4: 1,073 shares; 2025Q1: 1,314 shares; 2025Q2: 1,498 shares; 2025Q3: 1,965 shares; 2025Q4: 1,921 shares; 2026Q1: 2,328 shares; 2026Q2: 4,130 shares 4,130 $8.32M 0.03% +1,802 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,047 shares; 2025Q4: 175,282 shares; 2026Q1: 288,706 shares; 2026Q2: 206,422 shares 206,422 $8.28M 0.03% -82,284 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,178 shares; 2024Q4: 17,419 shares; 2025Q1: 14,212 shares; 2025Q2: 44,243 shares; 2025Q3: 55,677 shares; 2025Q4: 217,688 shares; 2026Q1: 292,212 shares; 2026Q2: 311,937 shares 311,937 $8.28M 0.03% +19,725 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,835 shares; 2024Q4: 44,792 shares; 2025Q1: 42,538 shares; 2025Q2: 111,335 shares; 2025Q3: 136,743 shares; 2025Q4: 156,084 shares; 2026Q1: 178,327 shares; 2026Q2: 177,778 shares 177,778 $8.27M 0.03% -549 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,939 shares; 2026Q1: 122,323 shares; 2026Q2: 124,179 shares 124,179 $8.22M 0.03% +1,856 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,111 shares; 2024Q4: 29,641 shares; 2025Q1: 30,503 shares; 2025Q2: 47,656 shares; 2025Q3: 58,486 shares; 2025Q4: 86,386 shares; 2026Q1: 99,018 shares; 2026Q2: 96,678 shares 96,678 $8.18M 0.03% -2,340 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,669 shares; 2024Q4: 18,347 shares; 2025Q1: 18,243 shares; 2025Q2: 23,566 shares; 2025Q3: 25,288 shares; 2025Q4: 35,190 shares; 2026Q1: 51,024 shares; 2026Q2: 51,525 shares 51,525 $8.15M 0.03% +501 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 20,584 shares; 2025Q1: 29,688 shares; 2025Q2: 32,301 shares; 2025Q3: 34,015 shares; 2025Q4: 28,942 shares; 2026Q1: 29,658 shares; 2026Q2: 32,877 shares 32,877 $8.07M 0.03% +3,219 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,743 shares; 2024Q4: 115,839 shares; 2025Q1: 127,854 shares; 2025Q2: 121,751 shares; 2025Q3: 127,838 shares; 2025Q4: 125,635 shares; 2026Q1: 132,887 shares; 2026Q2: 135,350 shares 135,350 $8.05M 0.03% +2,463 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,316 shares; 2025Q1: 65,942 shares; 2025Q2: 146,697 shares; 2025Q3: 188,054 shares; 2025Q4: 187,401 shares; 2026Q1: 149,650 shares; 2026Q2: 158,938 shares 158,938 $8.04M 0.03% +9,288 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,530 shares; 2025Q3: 26,909 shares; 2025Q4: 103,526 shares; 2026Q1: 145,866 shares; 2026Q2: 155,168 shares 155,168 $8.03M 0.03% +9,302 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,649 shares; 2025Q1: 53,425 shares; 2025Q2: 54,080 shares; 2025Q3: 55,953 shares; 2025Q4: 57,998 shares; 2026Q1: 64,467 shares; 2026Q2: 68,243 shares 68,243 $8.02M 0.03% +3,776 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,521 shares; 2024Q4: 25,692 shares; 2025Q1: 27,909 shares; 2025Q2: 37,674 shares; 2025Q3: 42,235 shares; 2025Q4: 56,995 shares; 2026Q1: 64,599 shares; 2026Q2: 74,048 shares 74,048 $7.99M 0.03% +9,449 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 4,751 shares; 2025Q1: 10,567 shares; 2025Q2: 10,302 shares; 2025Q3: 10,501 shares; 2025Q4: 13,005 shares; 2026Q1: 13,178 shares; 2026Q2: 96,676 shares 96,676 $7.98M 0.03% +83,498 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,244 shares; 2024Q4: 30,039 shares; 2025Q1: 91,697 shares; 2025Q2: 99,940 shares; 2025Q3: 104,190 shares; 2025Q4: 110,800 shares; 2026Q1: 110,553 shares; 2026Q2: 153,572 shares 153,572 $7.96M 0.03% +43,019 Timeline FPA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,166 shares 149,166 $7.96M 0.03% new Timeline WTBN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,427 shares; 2024Q4: 91,596 shares; 2025Q1: 121,775 shares; 2025Q2: 221,493 shares; 2025Q3: 248,698 shares; 2025Q4: 256,319 shares; 2026Q1: 297,543 shares; 2026Q2: 314,141 shares 314,141 $7.92M 0.03% +16,598 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,703 shares; 2024Q4: 41,317 shares; 2025Q1: 40,026 shares; 2025Q2: 49,820 shares; 2025Q3: 61,484 shares; 2025Q4: 78,322 shares; 2026Q1: 126,097 shares; 2026Q2: 133,732 shares 133,732 $7.89M 0.03% +7,635 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,335 shares; 2024Q4: 160,332 shares; 2025Q1: 173,975 shares; 2025Q2: 125,544 shares; 2025Q3: 209,621 shares; 2025Q4: 217,753 shares; 2026Q1: 208,412 shares; 2026Q2: 156,043 shares 156,043 $7.87M 0.03% -52,369 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,163 shares; 2024Q4: 18,569 shares; 2025Q1: 19,568 shares; 2025Q2: 34,030 shares; 2025Q3: 33,386 shares; 2025Q4: 32,051 shares; 2026Q1: 35,810 shares; 2026Q2: 38,594 shares 38,594 $7.87M 0.03% +2,784 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,477 shares; 2025Q4: 24,533 shares; 2026Q1: 172,460 shares; 2026Q2: 266,330 shares 266,330 $7.83M 0.03% +93,870 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,135 shares; 2024Q4: 832,743 shares; 2025Q1: 997,600 shares; 2025Q2: 607,733 shares; 2025Q3: 552,875 shares; 2025Q4: 376,658 shares; 2026Q1: 345,083 shares; 2026Q2: 317,882 shares 317,882 $7.82M 0.03% -27,201 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,986 shares; 2024Q4: 7,654 shares; 2025Q1: 3,423 shares; 2025Q2: not reported; 2025Q3: 2,725 shares; 2025Q4: 46,248 shares; 2026Q1: 53,257 shares; 2026Q2: 57,214 shares 57,214 $7.8M 0.03% +3,957 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,239 shares; 2026Q1: 118,936 shares; 2026Q2: 122,858 shares 122,858 $7.78M 0.03% +3,922 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,085 shares; 2024Q4: 58,586 shares; 2025Q1: 63,398 shares; 2025Q2: 68,817 shares; 2025Q3: 71,897 shares; 2025Q4: 84,432 shares; 2026Q1: 94,755 shares; 2026Q2: 100,641 shares 100,641 $7.78M 0.03% +5,886 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,923 shares; 2024Q4: 37,142 shares; 2025Q1: 36,444 shares; 2025Q2: 40,153 shares; 2025Q3: 42,235 shares; 2025Q4: 43,284 shares; 2026Q1: 44,379 shares; 2026Q2: 62,210 shares 62,210 $7.72M 0.03% +17,831 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,087 shares; 2024Q4: 34,366 shares; 2025Q1: 44,012 shares; 2025Q2: 47,281 shares; 2025Q3: 80,440 shares; 2025Q4: 93,491 shares; 2026Q1: 89,836 shares; 2026Q2: 101,169 shares 101,169 $7.71M 0.03% +11,333 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,189 shares; 2024Q4: 7,909 shares; 2025Q1: 7,152 shares; 2025Q2: 9,408 shares; 2025Q3: 13,970 shares; 2025Q4: 30,680 shares; 2026Q1: 32,247 shares; 2026Q2: 37,412 shares 37,412 $7.71M 0.03% +5,165 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,147 shares; 2024Q4: 5,255 shares; 2025Q1: 5,243 shares; 2025Q2: 7,459 shares; 2025Q3: 7,377 shares; 2025Q4: 15,581 shares; 2026Q1: 14,227 shares; 2026Q2: 14,927 shares 14,927 $7.67M 0.03% +700 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,703 shares; 2024Q4: 30,687 shares; 2025Q1: 32,674 shares; 2025Q2: 86,222 shares; 2025Q3: 88,351 shares; 2025Q4: 204,859 shares; 2026Q1: 398,467 shares; 2026Q2: 412,479 shares 412,479 $7.66M 0.03% +14,012 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,973 shares; 2024Q4: 136,887 shares; 2025Q1: 123,649 shares; 2025Q2: 106,083 shares; 2025Q3: 117,451 shares; 2025Q4: 106,906 shares; 2026Q1: 87,372 shares; 2026Q2: 79,362 shares 79,362 $7.64M 0.03% -8,010 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,054 shares; 2024Q4: 74,054 shares; 2025Q1: 71,115 shares; 2025Q2: 141,930 shares; 2025Q3: 143,841 shares; 2025Q4: 167,247 shares; 2026Q1: 175,524 shares; 2026Q2: 175,627 shares 175,627 $7.5M 0.03% +103 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,621 shares 42,621 $7.5M 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,874 shares; 2024Q4: 43,811 shares; 2025Q1: 38,082 shares; 2025Q2: 40,526 shares; 2025Q3: 45,930 shares; 2025Q4: 79,157 shares; 2026Q1: 65,763 shares; 2026Q2: 45,467 shares 45,467 $7.49M 0.03% -20,296 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,865 shares; 2024Q4: 83,993 shares; 2025Q1: 100,377 shares; 2025Q2: 138,477 shares; 2025Q3: 157,608 shares; 2025Q4: 173,986 shares; 2026Q1: 132,525 shares; 2026Q2: 139,930 shares 139,930 $7.48M 0.03% +7,405 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,901 shares; 2024Q4: 17,036 shares; 2025Q1: 15,669 shares; 2025Q2: 17,468 shares; 2025Q3: 19,834 shares; 2025Q4: 22,044 shares; 2026Q1: 22,634 shares; 2026Q2: 28,906 shares 28,906 $7.48M 0.03% +6,272 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,653 shares; 2024Q4: 47,587 shares; 2025Q1: 51,436 shares; 2025Q2: 62,621 shares; 2025Q3: 63,256 shares; 2025Q4: 63,951 shares; 2026Q1: 66,198 shares; 2026Q2: 105,210 shares 105,210 $7.39M 0.03% +39,012 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,849 shares; 2024Q4: 41,437 shares; 2025Q1: 52,729 shares; 2025Q2: 105,728 shares; 2025Q3: 103,701 shares; 2025Q4: 103,610 shares; 2026Q1: 129,154 shares; 2026Q2: 127,312 shares 127,312 $7.34M 0.03% -1,842 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,459 shares; 2025Q3: 154,758 shares; 2025Q4: 184,033 shares; 2026Q1: 187,582 shares; 2026Q2: 180,696 shares 180,696 $7.3M 0.03% -6,886 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,648 shares; 2025Q4: 51,242 shares; 2026Q1: 58,385 shares; 2026Q2: 59,415 shares 59,415 $7.26M 0.03% +1,030 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,625 shares; 2024Q4: 23,465 shares; 2025Q1: 24,432 shares; 2025Q2: 24,427 shares; 2025Q3: 27,519 shares; 2025Q4: 33,472 shares; 2026Q1: 36,184 shares; 2026Q2: 32,381 shares 32,381 $7.26M 0.03% -3,803 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,635 shares; 2024Q4: 6,397 shares; 2025Q1: 6,228 shares; 2025Q2: 11,390 shares; 2025Q3: 12,342 shares; 2025Q4: 15,352 shares; 2026Q1: 17,028 shares; 2026Q2: 19,566 shares 19,566 $7.25M 0.03% +2,538 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,718 shares; 2025Q4: 6,377 shares; 2026Q1: 52,722 shares; 2026Q2: 55,957 shares 55,957 $7.25M 0.03% +3,235 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 2,652 shares; 2025Q1: 2,862 shares; 2025Q2: 3,741 shares; 2025Q3: 3,391 shares; 2025Q4: 3,756 shares; 2026Q1: 4,196 shares; 2026Q2: 6,223 shares 6,223 $7.21M 0.03% +2,027 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 3,131 shares; 2025Q1: 1,671 shares; 2025Q2: 1,449 shares; 2025Q3: 1,435 shares; 2025Q4: 25,756 shares; 2026Q1: 25,766 shares; 2026Q2: 25,072 shares 25,072 $7.16M 0.03% -694 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,748 shares; 2025Q1: 58,535 shares; 2025Q2: 137,463 shares; 2025Q3: 143,804 shares; 2025Q4: 154,044 shares; 2026Q1: 145,702 shares; 2026Q2: 156,509 shares 156,509 $7.16M 0.03% +10,807 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,918 shares; 2024Q4: 9,647 shares; 2025Q1: 16,634 shares; 2025Q2: 16,628 shares; 2025Q3: 18,639 shares; 2025Q4: 21,435 shares; 2026Q1: 24,273 shares; 2026Q2: 26,362 shares 26,362 $7.13M 0.03% +2,089 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,420 shares; 2024Q4: 116,370 shares; 2025Q1: 85,763 shares; 2025Q2: 85,363 shares; 2025Q3: 77,751 shares; 2025Q4: 80,089 shares; 2026Q1: 75,476 shares; 2026Q2: 93,125 shares 93,125 $7.11M 0.03% +17,649 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,606 shares; 2024Q4: 19,668 shares; 2025Q1: 20,393 shares; 2025Q2: 22,854 shares; 2025Q3: 24,436 shares; 2025Q4: 28,135 shares; 2026Q1: 26,378 shares; 2026Q2: 26,379 shares 26,379 $7.07M 0.03% +1 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,528 shares; 2024Q4: 12,922 shares; 2025Q1: 13,576 shares; 2025Q2: 16,358 shares; 2025Q3: 17,986 shares; 2025Q4: 20,345 shares; 2026Q1: 23,067 shares; 2026Q2: 40,930 shares 40,930 $7.05M 0.03% +17,863 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,487 shares; 2025Q1: 26,851 shares; 2025Q2: 29,538 shares; 2025Q3: 28,628 shares; 2025Q4: 29,033 shares; 2026Q1: 29,081 shares; 2026Q2: 65,798 shares 65,798 $7.02M 0.03% +36,717 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,503 shares; 2024Q4: 13,707 shares; 2025Q1: 13,845 shares; 2025Q2: 14,703 shares; 2025Q3: 14,799 shares; 2025Q4: 15,419 shares; 2026Q1: 17,693 shares; 2026Q2: 17,994 shares 17,994 $7.02M 0.03% +301 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,225 shares; 2025Q1: 9,325 shares; 2025Q2: 10,396 shares; 2025Q3: 9,394 shares; 2025Q4: 7,241 shares; 2026Q1: 7,562 shares; 2026Q2: 8,353 shares 8,353 $7.01M 0.03% +791 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,970 shares; 2024Q4: 27,114 shares; 2025Q1: 30,691 shares; 2025Q2: 39,165 shares; 2025Q3: 42,038 shares; 2025Q4: 46,460 shares; 2026Q1: 52,736 shares; 2026Q2: 253,401 shares 253,401 $6.95M 0.03% +200,665 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,790 shares; 2025Q1: 22,735 shares; 2025Q2: 50,351 shares; 2025Q3: 105,631 shares; 2025Q4: 125,888 shares; 2026Q1: 128,448 shares; 2026Q2: 138,510 shares 138,510 $6.94M 0.03% +10,062 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 3,169 shares; 2025Q1: 29,272 shares; 2025Q2: 29,581 shares; 2025Q3: 30,658 shares; 2025Q4: 32,039 shares; 2026Q1: 32,993 shares; 2026Q2: 33,510 shares 33,510 $6.94M 0.03% +517 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 4,750 shares; 2025Q1: 6,861 shares; 2025Q2: 8,189 shares; 2025Q3: 11,014 shares; 2025Q4: 29,290 shares; 2026Q1: 25,906 shares; 2026Q2: 28,142 shares 28,142 $6.93M 0.03% +2,236 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,766 shares; 2024Q4: 57,669 shares; 2025Q1: 63,379 shares; 2025Q2: 55,046 shares; 2025Q3: 54,180 shares; 2025Q4: 45,244 shares; 2026Q1: 60,173 shares; 2026Q2: 91,828 shares 91,828 $6.91M 0.03% +31,655 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,463 shares; 2024Q4: 12,648 shares; 2025Q1: 16,233 shares; 2025Q2: 15,732 shares; 2025Q3: 15,559 shares; 2025Q4: 61,576 shares; 2026Q1: 58,465 shares; 2026Q2: 154,050 shares 154,050 $6.89M 0.03% +95,585 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,525 shares; 2024Q4: 13,275 shares; 2025Q1: 18,583 shares; 2025Q2: 20,426 shares; 2025Q3: 20,620 shares; 2025Q4: 27,084 shares; 2026Q1: 27,016 shares; 2026Q2: 35,499 shares 35,499 $6.84M 0.03% +8,483 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,808 shares; 2025Q2: not reported; 2025Q3: 88,877 shares; 2025Q4: 94,503 shares; 2026Q1: 142,456 shares; 2026Q2: 137,090 shares 137,090 $6.84M 0.03% -5,366 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,341 shares; 2024Q4: 19,275 shares; 2025Q1: 21,993 shares; 2025Q2: 21,658 shares; 2025Q3: 32,367 shares; 2025Q4: 52,625 shares; 2026Q1: 56,000 shares; 2026Q2: 57,927 shares 57,927 $6.8M 0.03% +1,927 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,949 shares; 2024Q4: 124,445 shares; 2025Q1: 126,664 shares; 2025Q2: 146,768 shares; 2025Q3: 139,330 shares; 2025Q4: 141,892 shares; 2026Q1: 145,693 shares; 2026Q2: 147,924 shares 147,924 $6.77M 0.03% +2,231 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,678 shares; 2024Q4: 33,866 shares; 2025Q1: 48,383 shares; 2025Q2: 65,243 shares; 2025Q3: 70,111 shares; 2025Q4: 85,248 shares; 2026Q1: 77,735 shares; 2026Q2: 81,806 shares 81,806 $6.76M 0.03% +4,071 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,627 shares; 2024Q4: 2,988 shares; 2025Q1: 4,345 shares; 2025Q2: 9,838 shares; 2025Q3: 12,633 shares; 2025Q4: 13,329 shares; 2026Q1: 13,430 shares; 2026Q2: 14,965 shares 14,965 $6.72M 0.03% +1,535 Timeline