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: 83,721 shares; 2024Q4: 81,056 shares; 2025Q1: 81,777 shares; 2025Q2: 87,706 shares; 2025Q3: 88,680 shares; 2025Q4: 69,197 shares; 2026Q1: 69,419 shares; 2026Q2: 69,020 shares 69,020 $50.8M 2.56% -399 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: 93,064 shares; 2024Q4: 112,531 shares; 2025Q1: 102,522 shares; 2025Q2: not reported; 2025Q3: 138,277 shares; 2025Q4: 117,736 shares; 2026Q1: 97,643 shares; 2026Q2: 571,575 shares 571,575 $49.2M 2.48% +473,932 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: 90,804 shares; 2024Q4: 129,821 shares; 2025Q1: 122,375 shares; 2025Q2: not reported; 2025Q3: 147,936 shares; 2025Q4: 143,238 shares; 2026Q1: 150,333 shares; 2026Q2: 123,326 shares 123,326 $45.6M 2.3% -27,007 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,572 shares; 2024Q4: 170,732 shares; 2025Q1: 192,449 shares; 2025Q2: 206,113 shares; 2025Q3: 223,326 shares; 2025Q4: 155,081 shares; 2026Q1: 161,272 shares; 2026Q2: 148,464 shares 148,464 $43M 2.17% -12,808 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: 132,016 shares; 2024Q4: 143,624 shares; 2025Q1: 200,805 shares; 2025Q2: 324,648 shares; 2025Q3: 357,781 shares; 2025Q4: 452,727 shares; 2026Q1: 436,471 shares; 2026Q2: 464,460 shares 464,460 $40.8M 2.06% +27,989 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: 166,751 shares; 2024Q4: 171,234 shares; 2025Q1: 187,891 shares; 2025Q2: 231,638 shares; 2025Q3: 243,134 shares; 2025Q4: 169,849 shares; 2026Q1: 177,063 shares; 2026Q2: 173,052 shares 173,052 $34.6M 1.75% -4,011 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: 86,868 shares; 2024Q4: 84,780 shares; 2025Q1: 86,411 shares; 2025Q2: not reported; 2025Q3: 100,662 shares; 2025Q4: 100,631 shares; 2026Q1: 102,299 shares; 2026Q2: 102,879 shares 102,879 $29.4M 1.48% +580 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: 43,747 shares; 2024Q4: 49,659 shares; 2025Q1: 50,920 shares; 2025Q2: 677,423 shares; 2025Q3: 45,676 shares; 2025Q4: 45,256 shares; 2026Q1: 43,427 shares; 2026Q2: 42,620 shares 42,620 $29.3M 1.48% -807 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: 100,823 shares; 2024Q4: 98,467 shares; 2025Q1: 119,596 shares; 2025Q2: not reported; 2025Q3: 157,089 shares; 2025Q4: 111,271 shares; 2026Q1: 118,267 shares; 2026Q2: 115,490 shares 115,490 $27.3M 1.38% -2,777 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: 234,292 shares; 2024Q4: 694,966 shares; 2025Q1: 712,370 shares; 2025Q2: not reported; 2025Q3: 756,647 shares; 2025Q4: 746,643 shares; 2026Q1: 1,098,342 shares; 2026Q2: 820,421 shares 820,421 $26M 1.31% -277,921 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: 76,347 shares; 2024Q4: 71,167 shares; 2025Q1: 91,515 shares; 2025Q2: not reported; 2025Q3: 111,800 shares; 2025Q4: 71,227 shares; 2026Q1: 73,084 shares; 2026Q2: 68,913 shares 68,913 $25.7M 1.3% -4,171 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: 113,939 shares; 2024Q4: 112,391 shares; 2025Q1: 131,089 shares; 2025Q2: not reported; 2025Q3: 165,899 shares; 2025Q4: 128,116 shares; 2026Q1: 136,721 shares; 2026Q2: 157,118 shares 157,118 $24.8M 1.25% +20,397 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,885 shares; 2024Q4: 111,239 shares; 2025Q1: 186,993 shares; 2025Q2: not reported; 2025Q3: 219,096 shares; 2025Q4: 218,831 shares; 2026Q1: 237,446 shares; 2026Q2: 254,291 shares 254,291 $21.7M 1.1% +16,845 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: 170,416 shares; 2024Q4: 176,491 shares; 2025Q1: 222,572 shares; 2025Q2: not reported; 2025Q3: 237,355 shares; 2025Q4: 241,743 shares; 2026Q1: 226,192 shares; 2026Q2: 271,867 shares 271,867 $20M 1.01% +45,675 Timeline DFUS 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: 146,456 shares; 2024Q4: 153,276 shares; 2025Q1: 163,164 shares; 2025Q2: 174,936 shares; 2025Q3: 196,905 shares; 2025Q4: 212,680 shares; 2026Q1: 230,266 shares; 2026Q2: 232,677 shares 232,677 $19.1M 0.96% +2,411 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: 24,963 shares; 2024Q4: 23,483 shares; 2025Q1: 23,759 shares; 2025Q2: not reported; 2025Q3: 23,643 shares; 2025Q4: 27,391 shares; 2026Q1: 25,234 shares; 2026Q2: 22,819 shares 22,819 $17.1M 0.86% -2,415 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: 30,200 shares; 2024Q4: 37,261 shares; 2025Q1: 49,421 shares; 2025Q2: 57,705 shares; 2025Q3: 60,669 shares; 2025Q4: 40,323 shares; 2026Q1: 42,770 shares; 2026Q2: 42,851 shares 42,851 $16.2M 0.82% +81 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: 65,994 shares; 2024Q4: 64,814 shares; 2025Q1: 74,540 shares; 2025Q2: 83,915 shares; 2025Q3: 88,350 shares; 2025Q4: 65,624 shares; 2026Q1: 68,844 shares; 2026Q2: 61,071 shares 61,071 $14.6M 0.73% -7,773 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: 48,937 shares; 2024Q4: 46,131 shares; 2025Q1: 61,458 shares; 2025Q2: 71,525 shares; 2025Q3: 76,885 shares; 2025Q4: 44,935 shares; 2026Q1: 44,289 shares; 2026Q2: 41,093 shares 41,093 $14.5M 0.73% -3,196 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: 13,910 shares; 2024Q4: 13,908 shares; 2025Q1: 16,547 shares; 2025Q2: 18,606 shares; 2025Q3: 20,062 shares; 2025Q4: 14,064 shares; 2026Q1: 14,481 shares; 2026Q2: 14,782 shares 14,782 $13.8M 0.7% +301 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: 82,902 shares; 2024Q4: 327,595 shares; 2025Q1: 302,351 shares; 2025Q2: not reported; 2025Q3: 322,212 shares; 2025Q4: 391,406 shares; 2026Q1: 385,467 shares; 2026Q2: 385,935 shares 385,935 $13.1M 0.66% +468 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: 187,487 shares; 2024Q4: 200,831 shares; 2025Q1: 204,638 shares; 2025Q2: 199,667 shares; 2025Q3: 207,596 shares; 2025Q4: 173,441 shares; 2026Q1: 183,680 shares; 2026Q2: 160,875 shares 160,875 $13M 0.66% -22,805 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,265 shares; 2024Q4: 233,659 shares; 2025Q1: 244,139 shares; 2025Q2: not reported; 2025Q3: 345,064 shares; 2025Q4: 381,661 shares; 2026Q1: 408,690 shares; 2026Q2: 437,209 shares 437,209 $12.9M 0.65% +28,519 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: 27,104 shares; 2024Q4: 26,226 shares; 2025Q1: 26,690 shares; 2025Q2: 39,566 shares; 2025Q3: 36,439 shares; 2025Q4: 26,764 shares; 2026Q1: 21,923 shares; 2026Q2: 17,043 shares 17,043 $12.7M 0.64% -4,880 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: 55,425 shares; 2024Q4: 57,416 shares; 2025Q1: 27,127 shares; 2025Q2: 23,038 shares; 2025Q3: 24,031 shares; 2025Q4: 20,937 shares; 2026Q1: 20,360 shares; 2026Q2: 19,213 shares 19,213 $12.6M 0.64% -1,147 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: 5,800 shares; 2024Q4: 5,908 shares; 2025Q1: 8,390 shares; 2025Q2: 10,141 shares; 2025Q3: 10,414 shares; 2025Q4: 4,987 shares; 2026Q1: 4,576 shares; 2026Q2: 39,439 shares 39,439 $11.9M 0.6% +34,863 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: 9,882 shares; 2024Q4: 9,236 shares; 2025Q1: 15,127 shares; 2025Q2: 17,389 shares; 2025Q3: 17,878 shares; 2025Q4: 11,684 shares; 2026Q1: 12,013 shares; 2026Q2: 11,057 shares 11,057 $11.8M 0.59% -956 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,158 shares; 2024Q4: 204,135 shares; 2025Q1: 211,245 shares; 2025Q2: 222,441 shares; 2025Q3: 249,728 shares; 2025Q4: 247,106 shares; 2026Q1: 263,239 shares; 2026Q2: 264,770 shares 264,770 $11.7M 0.59% +1,531 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: 234,979 shares; 2024Q4: 279,572 shares; 2025Q1: 347,124 shares; 2025Q2: not reported; 2025Q3: 423,202 shares; 2025Q4: 443,364 shares; 2026Q1: 266,122 shares; 2026Q2: 254,449 shares 254,449 $11.6M 0.58% -11,673 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: 3,089 shares; 2024Q4: 11,982 shares; 2025Q1: 18,981 shares; 2025Q2: 89,207 shares; 2025Q3: 107,963 shares; 2025Q4: 99,049 shares; 2026Q1: 169,504 shares; 2026Q2: 113,231 shares 113,231 $11.4M 0.57% -56,273 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: 28,616 shares; 2024Q4: 30,709 shares; 2025Q1: 35,726 shares; 2025Q2: 40,324 shares; 2025Q3: 42,651 shares; 2025Q4: 24,878 shares; 2026Q1: 24,510 shares; 2026Q2: 22,409 shares 22,409 $11.2M 0.57% -2,101 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: 128,390 shares; 2024Q4: 129,827 shares; 2025Q1: 194,957 shares; 2025Q2: not reported; 2025Q3: 199,630 shares; 2025Q4: 202,338 shares; 2026Q1: 206,958 shares; 2026Q2: 217,730 shares 217,730 $11M 0.56% +10,772 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,772 shares; 2024Q4: 311,550 shares; 2025Q1: 321,803 shares; 2025Q2: 348,930 shares; 2025Q3: 381,518 shares; 2025Q4: 402,183 shares; 2026Q1: 428,104 shares; 2026Q2: 484,688 shares 484,688 $10.9M 0.55% +56,584 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: 274,141 shares; 2024Q4: 278,153 shares; 2025Q1: 301,590 shares; 2025Q2: 307,034 shares; 2025Q3: 318,330 shares; 2025Q4: 374,210 shares; 2026Q1: 402,930 shares; 2026Q2: 233,566 shares 233,566 $10.8M 0.54% -169,364 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: 53,176 shares; 2024Q4: 58,137 shares; 2025Q1: 88,318 shares; 2025Q2: not reported; 2025Q3: 88,415 shares; 2025Q4: 53,037 shares; 2026Q1: 51,663 shares; 2026Q2: 49,340 shares 49,340 $10.8M 0.54% -2,323 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: 75,993 shares; 2024Q4: 96,854 shares; 2025Q1: 134,704 shares; 2025Q2: 307,246 shares; 2025Q3: 337,924 shares; 2025Q4: 173,039 shares; 2026Q1: 193,270 shares; 2026Q2: 210,765 shares 210,765 $10.4M 0.52% +17,495 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: 140,041 shares; 2024Q4: 133,186 shares; 2025Q1: 136,123 shares; 2025Q2: 159,170 shares; 2025Q3: 149,663 shares; 2025Q4: 197,807 shares; 2026Q1: 214,939 shares; 2026Q2: 219,383 shares 219,383 $10.3M 0.52% +4,444 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: 34,671 shares; 2024Q4: 33,515 shares; 2025Q1: 41,630 shares; 2025Q2: 49,727 shares; 2025Q3: 52,662 shares; 2025Q4: 36,018 shares; 2026Q1: 36,795 shares; 2026Q2: 31,203 shares 31,203 $10.2M 0.51% -5,592 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: 28,600 shares; 2024Q4: 28,291 shares; 2025Q1: 32,661 shares; 2025Q2: 35,866 shares; 2025Q3: 38,638 shares; 2025Q4: 28,193 shares; 2026Q1: 28,073 shares; 2026Q2: 27,010 shares 27,010 $9.65M 0.49% -1,063 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: 57,504 shares; 2024Q4: 70,293 shares; 2025Q1: 91,978 shares; 2025Q2: not reported; 2025Q3: 95,935 shares; 2025Q4: 102,201 shares; 2026Q1: 104,683 shares; 2026Q2: 112,436 shares 112,436 $9.42M 0.47% +7,753 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: 106,213 shares; 2024Q4: 115,891 shares; 2025Q1: 116,159 shares; 2025Q2: not reported; 2025Q3: 112,944 shares; 2025Q4: 117,628 shares; 2026Q1: 116,397 shares; 2026Q2: 94,895 shares 94,895 $9.39M 0.47% -21,502 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: 16,420 shares; 2024Q4: 17,161 shares; 2025Q1: 22,464 shares; 2025Q2: not reported; 2025Q3: 24,376 shares; 2025Q4: 23,358 shares; 2026Q1: 21,979 shares; 2026Q2: 14,468 shares 14,468 $9.27M 0.47% -7,511 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: not reported; 2024Q4: 23,013 shares; 2025Q1: 124,761 shares; 2025Q2: 179,310 shares; 2025Q3: 207,822 shares; 2025Q4: 252,538 shares; 2026Q1: 299,083 shares; 2026Q2: 337,213 shares 337,213 $8.94M 0.45% +38,130 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: 89,507 shares; 2024Q4: 94,475 shares; 2025Q1: 102,306 shares; 2025Q2: 104,200 shares; 2025Q3: 108,967 shares; 2025Q4: 117,441 shares; 2026Q1: 131,312 shares; 2026Q2: 130,145 shares 130,145 $8.85M 0.45% -1,167 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: 31,725 shares; 2024Q4: 23,731 shares; 2025Q1: 25,025 shares; 2025Q2: not reported; 2025Q3: 30,588 shares; 2025Q4: 50,517 shares; 2026Q1: 148,034 shares; 2026Q2: 75,241 shares 75,241 $8.84M 0.45% -72,793 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,210 shares; 2024Q4: 145,245 shares; 2025Q1: 146,223 shares; 2025Q2: not reported; 2025Q3: 158,342 shares; 2025Q4: 162,138 shares; 2026Q1: 79,474 shares; 2026Q2: 88,893 shares 88,893 $8.41M 0.42% +9,419 Timeline PTLC 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: 201,245 shares; 2024Q4: 207,067 shares; 2025Q1: 224,733 shares; 2025Q2: 64,150 shares; 2025Q3: 111,249 shares; 2025Q4: 111,348 shares; 2026Q1: 131,500 shares; 2026Q2: 142,257 shares 142,257 $8.29M 0.42% +10,757 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: 2,573 shares; 2024Q4: 2,960 shares; 2025Q1: 4,110 shares; 2025Q2: 5,296 shares; 2025Q3: 6,132 shares; 2025Q4: 5,461 shares; 2026Q1: 5,759 shares; 2026Q2: 7,052 shares 7,052 $8.29M 0.42% +1,293 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: 101,761 shares; 2024Q4: 7,744 shares; 2025Q1: 8,046 shares; 2025Q2: 12,026 shares; 2025Q3: 12,606 shares; 2025Q4: 10,883 shares; 2026Q1: 118,872 shares; 2026Q2: 99,763 shares 99,763 $8.24M 0.42% -19,109 Timeline IUS 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: 80,037 shares; 2024Q4: 82,682 shares; 2025Q1: 85,828 shares; 2025Q2: 92,919 shares; 2025Q3: 94,213 shares; 2025Q4: 108,036 shares; 2026Q1: 113,417 shares; 2026Q2: 124,271 shares 124,271 $8.15M 0.41% +10,854 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: 372,085 shares; 2024Q4: 361,273 shares; 2025Q1: 365,745 shares; 2025Q2: 413,340 shares; 2025Q3: 455,404 shares; 2025Q4: 134,260 shares; 2026Q1: 145,683 shares; 2026Q2: 168,863 shares 168,863 $7.97M 0.4% +23,180 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: not reported; 2024Q4: 14,591 shares; 2025Q1: 111,759 shares; 2025Q2: 108,805 shares; 2025Q3: 96,120 shares; 2025Q4: 103,105 shares; 2026Q1: 102,322 shares; 2026Q2: 96,161 shares 96,161 $7.64M 0.38% -6,161 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,140 shares; 2026Q1: 69,778 shares; 2026Q2: 81,689 shares 81,689 $7.51M 0.38% +11,911 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: 26,983 shares; 2025Q1: 41,309 shares; 2025Q2: 49,477 shares; 2025Q3: 51,744 shares; 2025Q4: 24,749 shares; 2026Q1: 19,559 shares; 2026Q2: 17,331 shares 17,331 $7.51M 0.38% -2,228 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: 11,195 shares; 2024Q4: 12,179 shares; 2025Q1: 20,260 shares; 2025Q2: not reported; 2025Q3: 23,143 shares; 2025Q4: 31,720 shares; 2026Q1: 34,689 shares; 2026Q2: 32,168 shares 32,168 $7.3M 0.37% -2,521 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: 29,780 shares; 2024Q4: 28,988 shares; 2025Q1: 35,574 shares; 2025Q2: 39,351 shares; 2025Q3: 43,778 shares; 2025Q4: 28,041 shares; 2026Q1: 30,331 shares; 2026Q2: 28,720 shares 28,720 $7.29M 0.37% -1,611 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: 56,504 shares; 2024Q4: 57,020 shares; 2025Q1: 61,580 shares; 2025Q2: not reported; 2025Q3: 36,423 shares; 2025Q4: 44,885 shares; 2026Q1: 48,898 shares; 2026Q2: 51,836 shares 51,836 $7.13M 0.36% +2,938 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,145 shares; 2025Q3: 8,483 shares; 2025Q4: 8,828 shares; 2026Q1: 9,512 shares; 2026Q2: 40,951 shares 40,951 $7.08M 0.36% +31,439 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: 1,386 shares; 2024Q4: 1,593 shares; 2025Q1: 9,994 shares; 2025Q2: 12,785 shares; 2025Q3: 13,896 shares; 2025Q4: 8,224 shares; 2026Q1: 8,411 shares; 2026Q2: 8,425 shares 8,425 $6.99M 0.35% +14 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: 211,035 shares; 2024Q4: 238,156 shares; 2025Q1: 270,892 shares; 2025Q2: 288,901 shares; 2025Q3: 330,603 shares; 2025Q4: 333,109 shares; 2026Q1: 261,514 shares; 2026Q2: 271,861 shares 271,861 $6.76M 0.34% +10,347 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: 79,139 shares; 2024Q4: 90,532 shares; 2025Q1: 108,646 shares; 2025Q2: 109,197 shares; 2025Q3: 124,925 shares; 2025Q4: 135,266 shares; 2026Q1: 139,383 shares; 2026Q2: 150,541 shares 150,541 $6.7M 0.34% +11,158 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,040 shares; 2024Q4: 132,856 shares; 2025Q1: 143,678 shares; 2025Q2: 153,264 shares; 2025Q3: 176,773 shares; 2025Q4: 151,858 shares; 2026Q1: 161,815 shares; 2026Q2: 160,934 shares 160,934 $6.47M 0.33% -881 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: 21,395 shares; 2024Q4: 21,175 shares; 2025Q1: 23,555 shares; 2025Q2: not reported; 2025Q3: 28,197 shares; 2025Q4: 26,265 shares; 2026Q1: 25,356 shares; 2026Q2: 26,469 shares 26,469 $6.43M 0.32% +1,113 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: 41,110 shares; 2024Q4: 40,090 shares; 2025Q1: 54,785 shares; 2025Q2: 57,837 shares; 2025Q3: 63,606 shares; 2025Q4: 35,496 shares; 2026Q1: 36,253 shares; 2026Q2: 36,378 shares 36,378 $6.41M 0.32% +125 Timeline DFUV 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: 83,281 shares; 2024Q4: 87,192 shares; 2025Q1: 93,632 shares; 2025Q2: 100,144 shares; 2025Q3: 115,681 shares; 2025Q4: 109,388 shares; 2026Q1: 116,621 shares; 2026Q2: 116,471 shares 116,471 $6.41M 0.32% -150 Timeline VIGI 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: 29,190 shares; 2024Q4: 30,594 shares; 2025Q1: 39,248 shares; 2025Q2: not reported; 2025Q3: 62,945 shares; 2025Q4: 53,553 shares; 2026Q1: 58,269 shares; 2026Q2: 67,975 shares 67,975 $6.35M 0.32% +9,706 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: 38,112 shares; 2024Q4: 42,172 shares; 2025Q1: 43,087 shares; 2025Q2: 45,961 shares; 2025Q3: 45,647 shares; 2025Q4: 49,841 shares; 2026Q1: 51,254 shares; 2026Q2: 54,368 shares 54,368 $6.14M 0.31% +3,114 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: 67,585 shares; 2024Q4: 63,328 shares; 2025Q1: 69,566 shares; 2025Q2: 212,632 shares; 2025Q3: 193,900 shares; 2025Q4: 68,013 shares; 2026Q1: 59,584 shares; 2026Q2: 268,267 shares 268,267 $6.11M 0.31% +208,683 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: 82,180 shares; 2024Q4: 79,021 shares; 2025Q1: 81,122 shares; 2025Q2: not reported; 2025Q3: 92,623 shares; 2025Q4: 86,892 shares; 2026Q1: 81,295 shares; 2026Q2: 76,370 shares 76,370 $5.89M 0.3% -4,925 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,867 shares; 2024Q4: 10,935 shares; 2025Q1: 12,273 shares; 2025Q2: 14,305 shares; 2025Q3: 17,625 shares; 2025Q4: 34,000 shares; 2026Q1: 32,993 shares; 2026Q2: 47,530 shares 47,530 $5.87M 0.3% +14,537 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: 72,892 shares; 2024Q4: 71,311 shares; 2025Q1: 66,911 shares; 2025Q2: 58,831 shares; 2025Q3: 60,206 shares; 2025Q4: 53,953 shares; 2026Q1: 49,200 shares; 2026Q2: 15,631 shares 15,631 $5.76M 0.29% -33,569 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: 6,007 shares; 2024Q4: 6,098 shares; 2025Q1: 9,641 shares; 2025Q2: 11,796 shares; 2025Q3: 12,890 shares; 2025Q4: 6,893 shares; 2026Q1: 8,103 shares; 2026Q2: 7,982 shares 7,982 $5.75M 0.29% -121 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,372 shares; 2024Q4: 49,027 shares; 2025Q1: 53,601 shares; 2025Q2: 58,470 shares; 2025Q3: 67,907 shares; 2025Q4: 65,655 shares; 2026Q1: 69,646 shares; 2026Q2: 69,763 shares 69,763 $5.74M 0.29% +117 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,048 shares; 2024Q4: 135,061 shares; 2025Q1: 147,313 shares; 2025Q2: 148,369 shares; 2025Q3: 172,403 shares; 2025Q4: 116,038 shares; 2026Q1: 126,458 shares; 2026Q2: 133,887 shares 133,887 $5.65M 0.28% +7,429 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: 63,490 shares; 2024Q4: 69,927 shares; 2025Q1: 86,560 shares; 2025Q2: 76,413 shares; 2025Q3: 98,887 shares; 2025Q4: 109,526 shares; 2026Q1: 115,583 shares; 2026Q2: 132,869 shares 132,869 $5.62M 0.28% +17,286 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: 24,699 shares; 2024Q4: 22,369 shares; 2025Q1: 26,341 shares; 2025Q2: 29,403 shares; 2025Q3: 31,980 shares; 2025Q4: 19,239 shares; 2026Q1: 22,093 shares; 2026Q2: 22,305 shares 22,305 $5.61M 0.28% +212 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: 12,045 shares; 2024Q4: 12,523 shares; 2025Q1: 58,528 shares; 2025Q2: not reported; 2025Q3: 61,851 shares; 2025Q4: 71,702 shares; 2026Q1: 71,585 shares; 2026Q2: 71,980 shares 71,980 $5.52M 0.28% +395 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: 15,403 shares; 2024Q4: 14,725 shares; 2025Q1: 17,572 shares; 2025Q2: 20,523 shares; 2025Q3: 22,101 shares; 2025Q4: 15,350 shares; 2026Q1: 16,179 shares; 2026Q2: 15,455 shares 15,455 $5.45M 0.27% -724 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: 25,344 shares; 2024Q4: 25,677 shares; 2025Q1: 28,607 shares; 2025Q2: 32,728 shares; 2025Q3: 30,706 shares; 2025Q4: 55,266 shares; 2026Q1: 32,282 shares; 2026Q2: 28,504 shares 28,504 $5.43M 0.27% -3,778 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: 32,511 shares; 2024Q4: 36,645 shares; 2025Q1: 32,343 shares; 2025Q2: 49,998 shares; 2025Q3: 75,692 shares; 2025Q4: 108,627 shares; 2026Q1: 131,040 shares; 2026Q2: 142,674 shares 142,674 $5.42M 0.27% +11,634 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: 3,417 shares; 2024Q4: 3,632 shares; 2025Q1: 4,100 shares; 2025Q2: 26,988 shares; 2025Q3: 7,268 shares; 2025Q4: 4,007 shares; 2026Q1: 4,593 shares; 2026Q2: 4,488 shares 4,488 $5.38M 0.27% -105 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: 50,613 shares; 2024Q4: 55,626 shares; 2025Q1: 79,006 shares; 2025Q2: 80,319 shares; 2025Q3: 79,463 shares; 2025Q4: 65,471 shares; 2026Q1: 66,979 shares; 2026Q2: 36,571 shares 36,571 $5.36M 0.27% -30,408 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: 79,394 shares; 2024Q4: 86,158 shares; 2025Q1: 93,623 shares; 2025Q2: 100,109 shares; 2025Q3: 115,992 shares; 2025Q4: 120,171 shares; 2026Q1: 127,736 shares; 2026Q2: 128,886 shares 128,886 $5.32M 0.27% +1,150 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: 12,900 shares; 2024Q4: 12,788 shares; 2025Q1: 17,557 shares; 2025Q2: 21,475 shares; 2025Q3: 23,063 shares; 2025Q4: 13,387 shares; 2026Q1: 14,335 shares; 2026Q2: 14,633 shares 14,633 $5.3M 0.27% +298 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: 53,997 shares; 2024Q4: 55,963 shares; 2025Q1: 44,117 shares; 2025Q2: 40,934 shares; 2025Q3: 41,281 shares; 2025Q4: 41,225 shares; 2026Q1: 39,969 shares; 2026Q2: 40,407 shares 40,407 $5.16M 0.26% +438 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: 128,891 shares; 2024Q4: 139,825 shares; 2025Q1: 149,947 shares; 2025Q2: 182,557 shares; 2025Q3: 187,482 shares; 2025Q4: 168,999 shares; 2026Q1: 68,824 shares; 2026Q2: 62,123 shares 62,123 $5.13M 0.26% -6,701 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,792 shares; 2024Q4: 12,489 shares; 2025Q1: 16,521 shares; 2025Q2: 20,020 shares; 2025Q3: 21,727 shares; 2025Q4: 12,090 shares; 2026Q1: 12,927 shares; 2026Q2: 12,866 shares 12,866 $5.11M 0.26% -61 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: 396,274 shares; 2024Q4: 396,920 shares; 2025Q1: 372,985 shares; 2025Q2: 264,326 shares; 2025Q3: 245,465 shares; 2025Q4: 114,564 shares; 2026Q1: 101,547 shares; 2026Q2: 82,099 shares 82,099 $5.11M 0.26% -19,448 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: 9,025 shares; 2024Q4: 8,963 shares; 2025Q1: 10,514 shares; 2025Q2: 10,550 shares; 2025Q3: 10,456 shares; 2025Q4: 10,197 shares; 2026Q1: 10,831 shares; 2026Q2: 8,771 shares 8,771 $5.1M 0.26% -2,060 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: 63,918 shares; 2024Q4: 71,027 shares; 2025Q1: 71,383 shares; 2025Q2: 75,448 shares; 2025Q3: 78,305 shares; 2025Q4: 79,173 shares; 2026Q1: 82,632 shares; 2026Q2: 85,259 shares 85,259 $5.02M 0.25% +2,627 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: 46,067 shares; 2024Q4: 19,221 shares; 2025Q1: 14,259 shares; 2025Q2: not reported; 2025Q3: 20,312 shares; 2025Q4: 15,974 shares; 2026Q1: 16,404 shares; 2026Q2: 16,534 shares 16,534 $5.01M 0.25% +130 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: 17,119 shares; 2024Q4: 17,491 shares; 2025Q1: 22,476 shares; 2025Q2: 28,073 shares; 2025Q3: 29,623 shares; 2025Q4: 16,608 shares; 2026Q1: 17,688 shares; 2026Q2: 18,234 shares 18,234 $4.96M 0.25% +546 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,531 shares; 2025Q1: 39,657 shares; 2025Q2: not reported; 2025Q3: 43,208 shares; 2025Q4: 43,921 shares; 2026Q1: 47,737 shares; 2026Q2: 48,855 shares 48,855 $4.91M 0.25% +1,118 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: 3,213 shares; 2024Q4: 3,244 shares; 2025Q1: 3,466 shares; 2025Q2: 106,100 shares; 2025Q3: 2,417 shares; 2025Q4: 2,599 shares; 2026Q1: 2,871 shares; 2026Q2: 4,243 shares 4,243 $4.9M 0.25% +1,372 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,360 shares; 2024Q4: 17,514 shares; 2025Q1: 27,147 shares; 2025Q2: 34,133 shares; 2025Q3: 36,305 shares; 2025Q4: 19,433 shares; 2026Q1: 21,496 shares; 2026Q2: 24,789 shares 24,789 $4.83M 0.24% +3,293 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: 12,635 shares; 2024Q4: 18,828 shares; 2025Q1: 43,778 shares; 2025Q2: not reported; 2025Q3: 69,419 shares; 2025Q4: 79,125 shares; 2026Q1: 78,644 shares; 2026Q2: 78,930 shares 78,930 $4.76M 0.24% +286 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: 11,468 shares; 2024Q4: 11,565 shares; 2025Q1: 15,903 shares; 2025Q2: not reported; 2025Q3: 19,647 shares; 2025Q4: 12,570 shares; 2026Q1: 13,710 shares; 2026Q2: 13,328 shares 13,328 $4.72M 0.24% -382 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,490 shares; 2025Q1: 10,172 shares; 2025Q2: not reported; 2025Q3: 4,105 shares; 2025Q4: 5,168 shares; 2026Q1: 5,060 shares; 2026Q2: 61,694 shares 61,694 $4.7M 0.24% +56,634 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,881 shares; 2024Q4: 4,797 shares; 2025Q1: 6,540 shares; 2025Q2: 8,357 shares; 2025Q3: 10,217 shares; 2025Q4: 6,112 shares; 2026Q1: 6,696 shares; 2026Q2: 6,523 shares 6,523 $4.65M 0.23% -173 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,792 shares; 2024Q4: 77,133 shares; 2025Q1: 83,285 shares; 2025Q2: 89,073 shares; 2025Q3: 102,400 shares; 2025Q4: 101,603 shares; 2026Q1: 109,273 shares; 2026Q2: 109,945 shares 109,945 $4.59M 0.23% +672 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: 124,989 shares 124,989 $4.57M 0.23% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,340 shares; 2024Q4: 37,538 shares; 2025Q1: 41,302 shares; 2025Q2: 45,796 shares; 2025Q3: 49,691 shares; 2025Q4: 38,084 shares; 2026Q1: 28,369 shares; 2026Q2: 27,549 shares 27,549 $4.57M 0.23% -820 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: 21,886 shares; 2024Q4: 22,110 shares; 2025Q1: 24,289 shares; 2025Q2: not reported; 2025Q3: 14,301 shares; 2025Q4: 10,396 shares; 2026Q1: 14,743 shares; 2026Q2: 15,183 shares 15,183 $4.56M 0.23% +440 Timeline SPHB 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: 11,536 shares; 2024Q4: 10,962 shares; 2025Q1: 10,818 shares; 2025Q2: 9,953 shares; 2025Q3: 93,125 shares; 2025Q4: 117,266 shares; 2026Q1: 32,845 shares; 2026Q2: 29,242 shares 29,242 $4.55M 0.23% -3,603 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,339 shares; 2024Q4: 18,469 shares; 2025Q1: 25,926 shares; 2025Q2: 32,187 shares; 2025Q3: 35,411 shares; 2025Q4: 18,225 shares; 2026Q1: 18,381 shares; 2026Q2: 18,615 shares 18,615 $4.5M 0.23% +234 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: 29,998 shares; 2024Q4: 30,000 shares; 2025Q1: 34,557 shares; 2025Q2: 41,361 shares; 2025Q3: 44,421 shares; 2025Q4: 32,703 shares; 2026Q1: 34,034 shares; 2026Q2: 32,922 shares 32,922 $4.5M 0.23% -1,112 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: 11,514 shares; 2024Q4: 11,383 shares; 2025Q1: 14,841 shares; 2025Q2: 17,777 shares; 2025Q3: 18,815 shares; 2025Q4: 11,322 shares; 2026Q1: 12,525 shares; 2026Q2: 13,838 shares 13,838 $4.36M 0.22% +1,313 Timeline FTCS 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: 113,818 shares; 2024Q4: 123,470 shares; 2025Q1: 112,658 shares; 2025Q2: 92,476 shares; 2025Q3: 88,703 shares; 2025Q4: 49,710 shares; 2026Q1: 46,725 shares; 2026Q2: 46,328 shares 46,328 $4.35M 0.22% -397 Timeline RPG 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: 33,692 shares; 2024Q4: 33,696 shares; 2025Q1: 47,876 shares; 2025Q2: 61,889 shares; 2025Q3: 66,397 shares; 2025Q4: 46,323 shares; 2026Q1: 65,034 shares; 2026Q2: 67,969 shares 67,969 $4.34M 0.22% +2,935 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,973 shares; 2024Q4: 3,448 shares; 2025Q1: 4,835 shares; 2025Q2: 5,974 shares; 2025Q3: 6,423 shares; 2025Q4: 3,530 shares; 2026Q1: 3,344 shares; 2026Q2: 3,110 shares 3,110 $4.3M 0.22% -234 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: 12,130 shares; 2024Q4: 12,596 shares; 2025Q1: 12,052 shares; 2025Q2: 12,940 shares; 2025Q3: 13,593 shares; 2025Q4: 12,207 shares; 2026Q1: 14,992 shares; 2026Q2: 14,160 shares 14,160 $4.29M 0.22% -832 Timeline VCR 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: 10,422 shares; 2024Q4: 10,303 shares; 2025Q1: 15,144 shares; 2025Q2: 17,803 shares; 2025Q3: 18,984 shares; 2025Q4: 10,352 shares; 2026Q1: 10,513 shares; 2026Q2: 10,680 shares 10,680 $4.24M 0.21% +167 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: 33,257 shares; 2024Q4: 48,385 shares; 2025Q1: 69,679 shares; 2025Q2: 97,020 shares; 2025Q3: 103,600 shares; 2025Q4: 99,067 shares; 2026Q1: 103,390 shares; 2026Q2: 103,348 shares 103,348 $4.19M 0.21% -42 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: 20,933 shares; 2025Q3: 23,780 shares; 2025Q4: 72,891 shares; 2026Q1: 81,931 shares; 2026Q2: 79,544 shares 79,544 $4.19M 0.21% -2,387 Timeline VIOG 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: 19,752 shares; 2024Q4: 19,786 shares; 2025Q1: 21,452 shares; 2025Q2: not reported; 2025Q3: 23,346 shares; 2025Q4: 23,505 shares; 2026Q1: 26,344 shares; 2026Q2: 27,059 shares 27,059 $4.15M 0.21% +715 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: 14,836 shares; 2024Q4: 17,072 shares; 2025Q1: 28,757 shares; 2025Q2: 24,522 shares; 2025Q3: 22,991 shares; 2025Q4: 9,123 shares; 2026Q1: 15,529 shares; 2026Q2: 19,447 shares 19,447 $4.14M 0.21% +3,918 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,874 shares; 2024Q4: 7,104 shares; 2025Q1: 10,135 shares; 2025Q2: 12,723 shares; 2025Q3: 13,891 shares; 2025Q4: 7,650 shares; 2026Q1: 7,716 shares; 2026Q2: 7,831 shares 7,831 $4.1M 0.21% +115 Timeline FTXO 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: 32,114 shares; 2024Q4: 32,052 shares; 2025Q1: 53,609 shares; 2025Q2: 65,703 shares; 2025Q3: 72,716 shares; 2025Q4: 71,345 shares; 2026Q1: 87,691 shares; 2026Q2: 98,047 shares 98,047 $4.05M 0.2% +10,356 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,094 shares; 2024Q4: 5,241 shares; 2025Q1: 5,425 shares; 2025Q2: not reported; 2025Q3: 7,591 shares; 2025Q4: 15,722 shares; 2026Q1: 20,536 shares; 2026Q2: 27,929 shares 27,929 $4.04M 0.2% +7,393 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: 23,093 shares; 2024Q4: 26,582 shares; 2025Q1: 31,653 shares; 2025Q2: 36,085 shares; 2025Q3: 38,888 shares; 2025Q4: 27,129 shares; 2026Q1: 29,064 shares; 2026Q2: 31,306 shares 31,306 $4.02M 0.2% +2,242 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: 59,986 shares; 2024Q4: 54,320 shares; 2025Q1: 56,894 shares; 2025Q2: not reported; 2025Q3: 56,153 shares; 2025Q4: 63,736 shares; 2026Q1: 54,560 shares; 2026Q2: 56,290 shares 56,290 $4.01M 0.2% +1,730 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: 4,986 shares; 2024Q4: 5,709 shares; 2025Q1: 7,936 shares; 2025Q2: 12,274 shares; 2025Q3: 17,279 shares; 2025Q4: 9,053 shares; 2026Q1: 8,991 shares; 2026Q2: 8,983 shares 8,983 $4.01M 0.2% -8 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: 9,267 shares; 2024Q4: 9,038 shares; 2025Q1: 9,649 shares; 2025Q2: not reported; 2025Q3: 11,168 shares; 2025Q4: 10,554 shares; 2026Q1: 11,849 shares; 2026Q2: 13,030 shares 13,030 $3.99M 0.2% +1,181 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,828 shares; 2025Q2: 29,845 shares; 2025Q3: 32,218 shares; 2025Q4: 22,174 shares; 2026Q1: 31,831 shares; 2026Q2: 37,263 shares 37,263 $3.99M 0.2% +5,432 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: 34,631 shares; 2024Q4: 31,376 shares; 2025Q1: 32,684 shares; 2025Q2: 37,053 shares; 2025Q3: 36,291 shares; 2025Q4: 32,336 shares; 2026Q1: 35,603 shares; 2026Q2: 35,176 shares 35,176 $3.98M 0.2% -427 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,172 shares; 2024Q4: 183,047 shares; 2025Q1: 181,656 shares; 2025Q2: 188,495 shares; 2025Q3: 179,315 shares; 2025Q4: 183,987 shares; 2026Q1: 187,689 shares; 2026Q2: 205,088 shares 205,088 $3.91M 0.2% +17,399 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: 8,134 shares; 2024Q4: 7,183 shares; 2025Q1: 7,772 shares; 2025Q2: 9,051 shares; 2025Q3: 10,159 shares; 2025Q4: 22,238 shares; 2026Q1: 9,135 shares; 2026Q2: 6,934 shares 6,934 $3.91M 0.2% -2,201 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,104 shares; 2024Q4: 73,736 shares; 2025Q1: 80,559 shares; 2025Q2: 86,550 shares; 2025Q3: 101,280 shares; 2025Q4: 105,011 shares; 2026Q1: 112,076 shares; 2026Q2: 113,248 shares 113,248 $3.86M 0.19% +1,172 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: 30,742 shares; 2024Q4: 18,424 shares; 2025Q1: 18,275 shares; 2025Q2: 19,071 shares; 2025Q3: 27,484 shares; 2025Q4: 19,445 shares; 2026Q1: 29,045 shares; 2026Q2: 32,981 shares 32,981 $3.85M 0.19% +3,936 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,884 shares; 2025Q2: 105,666 shares; 2025Q3: 114,995 shares; 2025Q4: 116,966 shares; 2026Q1: 120,935 shares; 2026Q2: 83,523 shares 83,523 $3.81M 0.19% -37,412 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: 60,297 shares; 2024Q4: 62,517 shares; 2025Q1: 65,847 shares; 2025Q2: 75,040 shares; 2025Q3: 69,738 shares; 2025Q4: 71,054 shares; 2026Q1: 41,616 shares; 2026Q2: 26,727 shares 26,727 $3.79M 0.19% -14,889 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: 21,321 shares; 2024Q4: 21,175 shares; 2025Q1: 29,714 shares; 2025Q2: 35,488 shares; 2025Q3: 38,754 shares; 2025Q4: 20,682 shares; 2026Q1: 20,660 shares; 2026Q2: 19,699 shares 19,699 $3.75M 0.19% -961 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: 1,898 shares; 2024Q4: 1,905 shares; 2025Q1: 2,619 shares; 2025Q2: 51,869 shares; 2025Q3: 55,295 shares; 2025Q4: 37,204 shares; 2026Q1: 39,750 shares; 2026Q2: 40,013 shares 40,013 $3.68M 0.19% +263 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: 43,891 shares; 2024Q4: 51,990 shares; 2025Q1: 80,216 shares; 2025Q2: 72,885 shares; 2025Q3: 74,777 shares; 2025Q4: 72,192 shares; 2026Q1: 72,243 shares; 2026Q2: 75,600 shares 75,600 $3.66M 0.18% +3,357 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,904 shares; 2024Q4: 100,904 shares; 2025Q1: 100,404 shares; 2025Q2: 100,404 shares; 2025Q3: 99,744 shares; 2025Q4: 305,248 shares; 2026Q1: 315,330 shares; 2026Q2: 236,628 shares 236,628 $3.66M 0.18% -78,702 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: 105,712 shares; 2024Q4: 280,847 shares; 2025Q1: 294,027 shares; 2025Q2: not reported; 2025Q3: 328,550 shares; 2025Q4: 319,863 shares; 2026Q1: 126,609 shares; 2026Q2: 61,217 shares 61,217 $3.65M 0.18% -65,392 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: 7,588 shares; 2024Q4: 7,289 shares; 2025Q1: 9,891 shares; 2025Q2: 12,204 shares; 2025Q3: 13,383 shares; 2025Q4: 7,651 shares; 2026Q1: 8,519 shares; 2026Q2: 8,542 shares 8,542 $3.64M 0.18% +23 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: 5,927 shares; 2024Q4: 6,000 shares; 2025Q1: 6,284 shares; 2025Q2: 7,024 shares; 2025Q3: 6,921 shares; 2025Q4: 3,898 shares; 2026Q1: 4,019 shares; 2026Q2: 30,173 shares 30,173 $3.61M 0.18% +26,154 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: 21,888 shares; 2024Q4: 31,321 shares; 2025Q1: 42,031 shares; 2025Q2: 197,855 shares; 2025Q3: 221,946 shares; 2025Q4: 231,691 shares; 2026Q1: 281,156 shares; 2026Q2: 71,139 shares 71,139 $3.59M 0.18% -210,017 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: 3,353 shares; 2024Q4: 4,193 shares; 2025Q1: 5,960 shares; 2025Q2: 7,702 shares; 2025Q3: 9,048 shares; 2025Q4: 8,031 shares; 2026Q1: 9,393 shares; 2026Q2: 10,480 shares 10,480 $3.57M 0.18% +1,087 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: 9,684 shares; 2024Q4: 9,588 shares; 2025Q1: 13,066 shares; 2025Q2: not reported; 2025Q3: 17,078 shares; 2025Q4: 9,365 shares; 2026Q1: 9,517 shares; 2026Q2: 9,484 shares 9,484 $3.56M 0.18% -33 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: 23,721 shares; 2024Q4: 23,206 shares; 2025Q1: 39,412 shares; 2025Q2: 39,643 shares; 2025Q3: 40,492 shares; 2025Q4: 80,858 shares; 2026Q1: 278,026 shares; 2026Q2: 67,002 shares 67,002 $3.56M 0.18% -211,024 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,712 shares; 2024Q4: 10,162 shares; 2025Q1: 8,029 shares; 2025Q2: 8,607 shares; 2025Q3: 9,021 shares; 2025Q4: 8,473 shares; 2026Q1: 10,061 shares; 2026Q2: 9,698 shares 9,698 $3.54M 0.18% -363 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: 15,669 shares; 2024Q4: 23,761 shares; 2025Q1: 29,909 shares; 2025Q2: 30,400 shares; 2025Q3: 38,647 shares; 2025Q4: 146,269 shares; 2026Q1: 143,429 shares; 2026Q2: 129,199 shares 129,199 $3.53M 0.18% -14,230 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,126 shares; 2025Q1: 4,132 shares; 2025Q2: 4,167 shares; 2025Q3: 4,676 shares; 2025Q4: 4,441 shares; 2026Q1: 4,662 shares; 2026Q2: 4,400 shares 4,400 $3.51M 0.18% -262 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: 9,635 shares; 2024Q4: 14,305 shares; 2025Q1: 11,428 shares; 2025Q2: 14,424 shares; 2025Q3: 7,319 shares; 2025Q4: 12,086 shares; 2026Q1: 33,273 shares; 2026Q2: 37,827 shares 37,827 $3.49M 0.18% +4,554 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: 76,762 shares; 2024Q4: 78,932 shares; 2025Q1: 86,135 shares; 2025Q2: 104,710 shares; 2025Q3: 96,619 shares; 2025Q4: 124,305 shares; 2026Q1: 106,388 shares; 2026Q2: 103,949 shares 103,949 $3.48M 0.18% -2,439 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: 877 shares; 2024Q4: 587 shares; 2025Q1: 607 shares; 2025Q2: 2,176 shares; 2025Q3: 6,776 shares; 2025Q4: 6,474 shares; 2026Q1: 6,954 shares; 2026Q2: 7,050 shares 7,050 $3.46M 0.17% +96 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: 573 shares; 2024Q4: 692 shares; 2025Q1: 806 shares; 2025Q2: 1,368 shares; 2025Q3: 1,707 shares; 2025Q4: 1,792 shares; 2026Q1: 1,793 shares; 2026Q2: 1,734 shares 1,734 $3.45M 0.17% -59 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: 84,751 shares; 2024Q4: 256,568 shares; 2025Q1: 255,879 shares; 2025Q2: not reported; 2025Q3: 151,317 shares; 2025Q4: 135,556 shares; 2026Q1: 131,861 shares; 2026Q2: 119,074 shares 119,074 $3.45M 0.17% -12,787 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: 804 shares; 2024Q4: 785 shares; 2025Q1: 7,031 shares; 2025Q2: 8,738 shares; 2025Q3: 9,577 shares; 2025Q4: 5,671 shares; 2026Q1: 6,693 shares; 2026Q2: 6,524 shares 6,524 $3.41M 0.17% -169 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,957 shares; 2025Q2: 80,957 shares; 2025Q3: 85,367 shares; 2025Q4: 96,054 shares; 2026Q1: 92,004 shares; 2026Q2: 92,052 shares 92,052 $3.41M 0.17% +48 Timeline DFAR 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: 69,955 shares; 2024Q4: 74,832 shares; 2025Q1: 81,925 shares; 2025Q2: 87,469 shares; 2025Q3: 104,613 shares; 2025Q4: 116,314 shares; 2026Q1: 127,143 shares; 2026Q2: 127,782 shares 127,782 $3.34M 0.17% +639 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: 10,857 shares; 2024Q4: 10,537 shares; 2025Q1: 11,005 shares; 2025Q2: 15,280 shares; 2025Q3: 17,868 shares; 2025Q4: 9,178 shares; 2026Q1: 16,266 shares; 2026Q2: 7,880 shares 7,880 $3.31M 0.17% -8,386 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: 18,119 shares; 2024Q4: 17,023 shares; 2025Q1: 25,367 shares; 2025Q2: 33,215 shares; 2025Q3: 40,216 shares; 2025Q4: 25,478 shares; 2026Q1: 28,673 shares; 2026Q2: 28,134 shares 28,134 $3.3M 0.17% -539 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: 29,305 shares; 2024Q4: 29,417 shares; 2025Q1: 34,316 shares; 2025Q2: 22,139 shares; 2025Q3: 27,486 shares; 2025Q4: 22,930 shares; 2026Q1: 22,613 shares; 2026Q2: 20,814 shares 20,814 $3.3M 0.17% -1,799 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,298 shares; 2024Q4: 18,801 shares; 2025Q1: 25,753 shares; 2025Q2: 29,265 shares; 2025Q3: 32,787 shares; 2025Q4: 17,727 shares; 2026Q1: 17,892 shares; 2026Q2: 14,366 shares 14,366 $3.3M 0.17% -3,526 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 3,315 shares; 2025Q1: 3,274 shares; 2025Q2: 4,364 shares; 2025Q3: 4,493 shares; 2025Q4: 3,757 shares; 2026Q1: 3,795 shares; 2026Q2: 11,073 shares 11,073 $3.17M 0.16% +7,278 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,526 shares; 2024Q4: 30,337 shares; 2025Q1: 44,180 shares; 2025Q2: 54,233 shares; 2025Q3: 57,417 shares; 2025Q4: 28,740 shares; 2026Q1: 29,524 shares; 2026Q2: 32,707 shares 32,707 $3.17M 0.16% +3,183 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,890 shares; 2024Q4: 8,960 shares; 2025Q1: 12,328 shares; 2025Q2: 15,051 shares; 2025Q3: 15,865 shares; 2025Q4: 8,107 shares; 2026Q1: 8,147 shares; 2026Q2: 8,883 shares 8,883 $3.16M 0.16% +736 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,728 shares; 2024Q4: 47,013 shares; 2025Q1: 59,402 shares; 2025Q2: 59,404 shares; 2025Q3: 53,221 shares; 2025Q4: 52,384 shares; 2026Q1: 58,539 shares; 2026Q2: 61,732 shares 61,732 $3.15M 0.16% +3,193 Timeline FESM 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: 10,355 shares; 2025Q1: 16,896 shares; 2025Q2: 22,558 shares; 2025Q3: 44,579 shares; 2025Q4: 52,233 shares; 2026Q1: 58,076 shares; 2026Q2: 65,110 shares 65,110 $3.14M 0.16% +7,034 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: 4,513 shares; 2024Q4: 4,377 shares; 2025Q1: 4,421 shares; 2025Q2: not reported; 2025Q3: 12,603 shares; 2025Q4: 14,357 shares; 2026Q1: 27,589 shares; 2026Q2: 28,394 shares 28,394 $3.13M 0.16% +805 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: 2,626 shares; 2024Q4: 1,791 shares; 2025Q1: 3,570 shares; 2025Q2: 4,560 shares; 2025Q3: 4,589 shares; 2025Q4: 3,182 shares; 2026Q1: 4,408 shares; 2026Q2: 4,287 shares 4,287 $3.1M 0.16% -121 Timeline XSMO 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: 24,914 shares; 2024Q4: 26,949 shares; 2025Q1: 27,332 shares; 2025Q2: 29,445 shares; 2025Q3: 29,232 shares; 2025Q4: 30,240 shares; 2026Q1: 30,171 shares; 2026Q2: 32,901 shares 32,901 $3.08M 0.16% +2,730 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,809 shares; 2026Q1: 52,168 shares; 2026Q2: 56,189 shares 56,189 $3.06M 0.15% +4,021 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,164 shares; 2024Q4: 54,501 shares; 2025Q1: 56,409 shares; 2025Q2: 61,302 shares; 2025Q3: 59,951 shares; 2025Q4: 64,832 shares; 2026Q1: 65,987 shares; 2026Q2: 69,547 shares 69,547 $3.04M 0.15% +3,560 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: 1,019 shares; 2024Q4: 847 shares; 2025Q1: 883 shares; 2025Q2: 853 shares; 2025Q3: 953 shares; 2025Q4: 939 shares; 2026Q1: 994 shares; 2026Q2: 2,677 shares 2,677 $3.03M 0.15% +1,683 Timeline VIOO 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: 23,076 shares; 2024Q4: 24,463 shares; 2025Q1: 22,800 shares; 2025Q2: not reported; 2025Q3: 22,999 shares; 2025Q4: 21,326 shares; 2026Q1: 20,501 shares; 2026Q2: 21,993 shares 21,993 $3.02M 0.15% +1,492 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: 5,385 shares; 2024Q4: 6,712 shares; 2025Q1: 6,694 shares; 2025Q2: 6,902 shares; 2025Q3: 8,122 shares; 2025Q4: 9,741 shares; 2026Q1: 13,085 shares; 2026Q2: 12,475 shares 12,475 $2.98M 0.15% -610 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,158 shares; 2024Q4: 23,300 shares; 2025Q1: 59,294 shares; 2025Q2: 31,207 shares; 2025Q3: 35,036 shares; 2025Q4: 42,516 shares; 2026Q1: 46,744 shares; 2026Q2: 51,566 shares 51,566 $2.94M 0.15% +4,822 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: 17,011 shares; 2024Q4: 14,820 shares; 2025Q1: 15,140 shares; 2025Q2: not reported; 2025Q3: 23,651 shares; 2025Q4: 22,635 shares; 2026Q1: 21,674 shares; 2026Q2: 19,792 shares 19,792 $2.94M 0.15% -1,882 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: 235,015 shares; 2024Q4: 250,747 shares; 2025Q1: 272,775 shares; 2025Q2: 291,709 shares; 2025Q3: 287,054 shares; 2025Q4: 67,894 shares; 2026Q1: 64,491 shares; 2026Q2: 51,742 shares 51,742 $2.92M 0.15% -12,749 Timeline SCHA 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: 28,686 shares; 2024Q4: 54,491 shares; 2025Q1: 56,878 shares; 2025Q2: not reported; 2025Q3: 61,855 shares; 2025Q4: 160,145 shares; 2026Q1: 208,408 shares; 2026Q2: 79,899 shares 79,899 $2.89M 0.15% -128,509 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,911 shares; 2024Q4: 8,240 shares; 2025Q1: 12,058 shares; 2025Q2: 14,875 shares; 2025Q3: 16,201 shares; 2025Q4: 9,114 shares; 2026Q1: 7,796 shares; 2026Q2: 7,945 shares 7,945 $2.88M 0.15% +149 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: 10,525 shares; 2024Q4: 10,656 shares; 2025Q1: 10,756 shares; 2025Q2: not reported; 2025Q3: 14,294 shares; 2025Q4: 9,115 shares; 2026Q1: 9,256 shares; 2026Q2: 35,762 shares 35,762 $2.88M 0.15% +26,506 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: 43,480 shares; 2024Q4: 41,430 shares; 2025Q1: 38,711 shares; 2025Q2: 39,974 shares; 2025Q3: 40,700 shares; 2025Q4: 37,492 shares; 2026Q1: 30,388 shares; 2026Q2: 29,726 shares 29,726 $2.87M 0.14% -662 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,441 shares; 2024Q4: 5,847 shares; 2025Q1: 6,108 shares; 2025Q2: 6,739 shares; 2025Q3: 6,294 shares; 2025Q4: 28,793 shares; 2026Q1: 88,722 shares; 2026Q2: 53,767 shares 53,767 $2.85M 0.14% -34,955 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,029 shares; 2024Q4: 7,261 shares; 2025Q1: 7,406 shares; 2025Q2: 6,475 shares; 2025Q3: 8,252 shares; 2025Q4: 9,140 shares; 2026Q1: 10,361 shares; 2026Q2: 16,775 shares 16,775 $2.85M 0.14% +6,414 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 8,583 shares; 2025Q1: 27,943 shares; 2025Q2: 38,217 shares; 2025Q3: 41,025 shares; 2025Q4: 48,745 shares; 2026Q1: 58,798 shares; 2026Q2: 61,207 shares 61,207 $2.82M 0.14% +2,409 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,415 shares; 2024Q4: 7,465 shares; 2025Q1: 10,375 shares; 2025Q2: 11,571 shares; 2025Q3: 12,032 shares; 2025Q4: 5,052 shares; 2026Q1: 5,080 shares; 2026Q2: 5,172 shares 5,172 $2.72M 0.14% +92 Timeline FLRN 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: 43,655 shares; 2024Q4: 51,192 shares; 2025Q1: 81,453 shares; 2025Q2: 74,876 shares; 2025Q3: 85,800 shares; 2025Q4: 93,744 shares; 2026Q1: 103,130 shares; 2026Q2: 88,222 shares 88,222 $2.72M 0.14% -14,908 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,992 shares; 2025Q4: 46,042 shares; 2026Q1: 58,462 shares; 2026Q2: 82,104 shares 82,104 $2.71M 0.14% +23,642 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: 96,143 shares 96,143 $2.7M 0.14% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,766 shares; 2024Q4: 17,088 shares; 2025Q1: 12,102 shares; 2025Q2: not reported; 2025Q3: 19,888 shares; 2025Q4: 11,234 shares; 2026Q1: 11,700 shares; 2026Q2: 16,450 shares 16,450 $2.69M 0.14% +4,750 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: 15,286 shares; 2024Q4: 15,530 shares; 2025Q1: 16,820 shares; 2025Q2: not reported; 2025Q3: 16,689 shares; 2025Q4: 15,744 shares; 2026Q1: 16,032 shares; 2026Q2: 14,215 shares 14,215 $2.67M 0.13% -1,817 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: not reported; 2026Q2: 52,584 shares 52,584 $2.65M 0.13% new 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: 5,788 shares; 2024Q4: 5,837 shares; 2025Q1: 7,670 shares; 2025Q2: 8,982 shares; 2025Q3: 10,075 shares; 2025Q4: 6,079 shares; 2026Q1: 6,278 shares; 2026Q2: 6,640 shares 6,640 $2.64M 0.13% +362 Timeline DLN 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: 4,811 shares; 2025Q1: 15,176 shares; 2025Q2: 25,866 shares; 2025Q3: 30,387 shares; 2025Q4: 33,022 shares; 2026Q1: 27,825 shares; 2026Q2: 27,391 shares 27,391 $2.64M 0.13% -434 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: 27,177 shares; 2024Q4: 27,063 shares; 2025Q1: 33,726 shares; 2025Q2: 39,298 shares; 2025Q3: 41,712 shares; 2025Q4: 25,607 shares; 2026Q1: 26,272 shares; 2026Q2: 26,819 shares 26,819 $2.64M 0.13% +547 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,964 shares; 2024Q4: 153,267 shares; 2025Q1: 154,577 shares; 2025Q2: 154,342 shares; 2025Q3: 161,306 shares; 2025Q4: 158,569 shares; 2026Q1: 161,077 shares; 2026Q2: 60,367 shares 60,367 $2.63M 0.13% -100,710 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,699 shares; 2024Q4: 3,810 shares; 2025Q1: 3,320 shares; 2025Q2: 3,255 shares; 2025Q3: 3,454 shares; 2025Q4: 3,451 shares; 2026Q1: 3,624 shares; 2026Q2: 3,555 shares 3,555 $2.61M 0.13% -69 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,080 shares; 2024Q4: 83,183 shares; 2025Q1: 90,079 shares; 2025Q2: not reported; 2025Q3: 94,130 shares; 2025Q4: 91,383 shares; 2026Q1: 90,404 shares; 2026Q2: 83,967 shares 83,967 $2.61M 0.13% -6,437 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: 8,704 shares; 2025Q2: 59,261 shares; 2025Q3: 64,633 shares; 2025Q4: 69,556 shares; 2026Q1: 74,571 shares; 2026Q2: 60,324 shares 60,324 $2.6M 0.13% -14,247 Timeline CDC 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: 24,308 shares; 2024Q4: 24,154 shares; 2025Q1: 25,759 shares; 2025Q2: 27,684 shares; 2025Q3: 28,386 shares; 2025Q4: 29,000 shares; 2026Q1: 33,652 shares; 2026Q2: 34,847 shares 34,847 $2.59M 0.13% +1,195 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: 21,898 shares; 2024Q4: 18,582 shares; 2025Q1: 21,574 shares; 2025Q2: not reported; 2025Q3: 27,209 shares; 2025Q4: 29,289 shares; 2026Q1: 30,485 shares; 2026Q2: 33,240 shares 33,240 $2.59M 0.13% +2,755 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,904 shares; 2025Q3: 25,361 shares; 2025Q4: 47,787 shares; 2026Q1: 58,881 shares; 2026Q2: 73,464 shares 73,464 $2.59M 0.13% +14,583 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: 20,134 shares; 2024Q4: 41,197 shares; 2025Q1: 147,080 shares; 2025Q2: 70,685 shares; 2025Q3: 58,577 shares; 2025Q4: 58,713 shares; 2026Q1: 52,445 shares; 2026Q2: 51,359 shares 51,359 $2.59M 0.13% -1,086 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: 6,973 shares; 2024Q4: 6,958 shares; 2025Q1: 9,593 shares; 2025Q2: 11,274 shares; 2025Q3: 11,832 shares; 2025Q4: 6,033 shares; 2026Q1: 6,071 shares; 2026Q2: 9,586 shares 9,586 $2.58M 0.13% +3,515 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,785 shares; 2024Q4: 49,483 shares; 2025Q1: 58,503 shares; 2025Q2: 88,061 shares; 2025Q3: 82,668 shares; 2025Q4: 113,051 shares; 2026Q1: 87,164 shares; 2026Q2: 85,856 shares 85,856 $2.54M 0.13% -1,308 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,175 shares; 2025Q4: 31,132 shares; 2026Q1: 31,821 shares; 2026Q2: 42,455 shares 42,455 $2.53M 0.13% +10,634 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,303 shares; 2025Q4: 36,622 shares; 2026Q1: 52,002 shares; 2026Q2: 50,205 shares 50,205 $2.53M 0.13% -1,797 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 15,008 shares; 2026Q2: 32,819 shares 32,819 $2.48M 0.13% +17,811 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: 2,951 shares; 2024Q4: 3,103 shares; 2025Q1: 4,529 shares; 2025Q2: 5,476 shares; 2025Q3: 6,055 shares; 2025Q4: 3,999 shares; 2026Q1: 5,076 shares; 2026Q2: 4,857 shares 4,857 $2.47M 0.12% -219 Timeline TMSL 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: 25,744 shares; 2024Q4: 36,845 shares; 2025Q1: 50,107 shares; 2025Q2: 48,632 shares; 2025Q3: 54,502 shares; 2025Q4: 53,862 shares; 2026Q1: 55,791 shares; 2026Q2: 56,412 shares 56,412 $2.47M 0.12% +621 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: 11,247 shares; 2024Q4: 11,312 shares; 2025Q1: 15,616 shares; 2025Q2: 18,929 shares; 2025Q3: 20,630 shares; 2025Q4: 11,535 shares; 2026Q1: 11,352 shares; 2026Q2: 11,019 shares 11,019 $2.47M 0.12% -333 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,449 shares; 2024Q4: 9,270 shares; 2025Q1: 10,011 shares; 2025Q2: 11,350 shares; 2025Q3: 12,366 shares; 2025Q4: 12,003 shares; 2026Q1: 14,544 shares; 2026Q2: 14,337 shares 14,337 $2.43M 0.12% -207 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: 10,493 shares; 2024Q4: 9,774 shares; 2025Q1: 9,312 shares; 2025Q2: 19,775 shares; 2025Q3: 109,222 shares; 2025Q4: 114,810 shares; 2026Q1: 31,244 shares; 2026Q2: 26,388 shares 26,388 $2.42M 0.12% -4,856 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: 3,786 shares; 2024Q4: 3,775 shares; 2025Q1: 15,007 shares; 2025Q2: not reported; 2025Q3: 11,622 shares; 2025Q4: 9,847 shares; 2026Q1: 9,859 shares; 2026Q2: 9,766 shares 9,766 $2.4M 0.12% -93 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: 28,246 shares; 2024Q4: 29,140 shares; 2025Q1: 29,248 shares; 2025Q2: 1,432,369 shares; 2025Q3: 32,678 shares; 2025Q4: 34,206 shares; 2026Q1: 34,631 shares; 2026Q2: 31,654 shares 31,654 $2.39M 0.12% -2,977 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: 99,502 shares; 2024Q4: 102,691 shares; 2025Q1: 107,767 shares; 2025Q2: 107,818 shares; 2025Q3: 64,247 shares; 2025Q4: 38,975 shares; 2026Q1: 38,956 shares; 2026Q2: 10,863 shares 10,863 $2.38M 0.12% -28,093 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: 28,100 shares; 2024Q4: 25,191 shares; 2025Q1: 24,956 shares; 2025Q2: 27,318 shares; 2025Q3: 37,377 shares; 2025Q4: 23,469 shares; 2026Q1: 24,869 shares; 2026Q2: 17,061 shares 17,061 $2.38M 0.12% -7,808 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,050 shares; 2025Q1: 45,121 shares; 2025Q2: 38,605 shares; 2025Q3: 56,053 shares; 2025Q4: 56,624 shares; 2026Q1: 51,446 shares; 2026Q2: 58,537 shares 58,537 $2.38M 0.12% +7,091 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: 5,325 shares; 2024Q4: 4,018 shares; 2025Q1: 5,330 shares; 2025Q2: 6,559 shares; 2025Q3: 6,965 shares; 2025Q4: 4,608 shares; 2026Q1: 4,671 shares; 2026Q2: 4,643 shares 4,643 $2.36M 0.12% -28 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 4,257 shares; 2025Q1: 5,972 shares; 2025Q2: 16,126 shares; 2025Q3: 18,309 shares; 2025Q4: 13,510 shares; 2026Q1: 13,696 shares; 2026Q2: 13,386 shares 13,386 $2.35M 0.12% -310 Timeline GTO 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: 136,447 shares; 2024Q4: 148,202 shares; 2025Q1: 161,196 shares; 2025Q2: 170,237 shares; 2025Q3: 177,994 shares; 2025Q4: 183,813 shares; 2026Q1: 61,014 shares; 2026Q2: 50,041 shares 50,041 $2.35M 0.12% -10,973 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: 1,950 shares; 2026Q1: 1,735 shares; 2026Q2: 5,427 shares 5,427 $2.34M 0.12% +3,692 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: 3,443 shares; 2024Q4: 3,429 shares; 2025Q1: 4,597 shares; 2025Q2: 5,714 shares; 2025Q3: 6,174 shares; 2025Q4: 3,500 shares; 2026Q1: 4,233 shares; 2026Q2: 4,454 shares 4,454 $2.31M 0.12% +221 Timeline FVAL 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: 47,778 shares; 2024Q4: 44,791 shares; 2025Q1: 42,753 shares; 2025Q2: not reported; 2025Q3: 42,503 shares; 2025Q4: 60,099 shares; 2026Q1: 39,379 shares; 2026Q2: 29,263 shares 29,263 $2.28M 0.11% -10,116 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: 6,027 shares; 2024Q4: 5,861 shares; 2025Q1: 5,757 shares; 2025Q2: 26,393 shares; 2025Q3: 10,084 shares; 2025Q4: 7,035 shares; 2026Q1: 6,894 shares; 2026Q2: 6,059 shares 6,059 $2.26M 0.11% -835 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,965 shares; 2024Q4: 26,525 shares; 2025Q1: 28,327 shares; 2025Q2: 29,788 shares; 2025Q3: 33,389 shares; 2025Q4: 37,352 shares; 2026Q1: 37,820 shares; 2026Q2: 38,824 shares 38,824 $2.26M 0.11% +1,004 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,183 shares; 2024Q4: 9,299 shares; 2025Q1: 6,082 shares; 2025Q2: 6,281 shares; 2025Q3: 6,572 shares; 2025Q4: 6,656 shares; 2026Q1: 6,945 shares; 2026Q2: 6,716 shares 6,716 $2.24M 0.11% -229 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: 6,432 shares; 2024Q4: 5,639 shares; 2025Q1: 8,910 shares; 2025Q2: 10,840 shares; 2025Q3: 11,698 shares; 2025Q4: 6,198 shares; 2026Q1: 7,731 shares; 2026Q2: 8,267 shares 8,267 $2.24M 0.11% +536 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: 4,825 shares; 2024Q4: 4,763 shares; 2025Q1: 6,018 shares; 2025Q2: 5,866 shares; 2025Q3: 7,744 shares; 2025Q4: 6,696 shares; 2026Q1: 6,433 shares; 2026Q2: 4,675 shares 4,675 $2.23M 0.11% -1,758 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,548 shares; 2026Q2: 39,308 shares 39,308 $2.23M 0.11% +760 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,392 shares; 2026Q2: 61,341 shares 61,341 $2.23M 0.11% +49,949 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: 8,133 shares; 2024Q4: 6,876 shares; 2025Q1: 8,739 shares; 2025Q2: 10,880 shares; 2025Q3: 11,643 shares; 2025Q4: 7,549 shares; 2026Q1: 8,198 shares; 2026Q2: 8,677 shares 8,677 $2.22M 0.11% +479 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: 2,283 shares; 2024Q4: 2,593 shares; 2025Q1: 3,249 shares; 2025Q2: not reported; 2025Q3: 6,049 shares; 2025Q4: 3,171 shares; 2026Q1: 3,320 shares; 2026Q2: 25,098 shares 25,098 $2.21M 0.11% +21,778 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,689 shares; 2024Q4: 10,038 shares; 2025Q1: 9,458 shares; 2025Q2: 10,513 shares; 2025Q3: 10,655 shares; 2025Q4: 9,784 shares; 2026Q1: 9,695 shares; 2026Q2: 9,707 shares 9,707 $2.19M 0.11% +12 Timeline SPYX 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: 49,027 shares; 2024Q4: 52,534 shares; 2025Q1: 49,033 shares; 2025Q2: 47,075 shares; 2025Q3: 44,447 shares; 2025Q4: 34,985 shares; 2026Q1: 35,189 shares; 2026Q2: 35,100 shares 35,100 $2.14M 0.11% -89 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,671 shares; 2024Q4: 337,949 shares; 2025Q1: 354,071 shares; 2025Q2: 417,537 shares; 2025Q3: 176,737 shares; 2025Q4: 89,851 shares; 2026Q1: 80,413 shares; 2026Q2: 81,511 shares 81,511 $2.14M 0.11% +1,098 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: not reported; 2024Q4: 623 shares; 2025Q1: 668 shares; 2025Q2: 1,498 shares; 2025Q3: 1,014 shares; 2025Q4: 1,063 shares; 2026Q1: 1,079 shares; 2026Q2: 1,074 shares 1,074 $2.13M 0.11% -5 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: 7,860 shares; 2024Q4: 8,207 shares; 2025Q1: 8,160 shares; 2025Q2: 8,811 shares; 2025Q3: 9,419 shares; 2025Q4: 7,586 shares; 2026Q1: 8,144 shares; 2026Q2: 7,569 shares 7,569 $2.13M 0.11% -575 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,393 shares; 2024Q4: 62,868 shares; 2025Q1: 61,652 shares; 2025Q2: 52,482 shares; 2025Q3: 50,796 shares; 2025Q4: 54,195 shares; 2026Q1: 52,914 shares; 2026Q2: 51,697 shares 51,697 $2.11M 0.11% -1,217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,980 shares; 2026Q1: 26,313 shares; 2026Q2: 21,647 shares 21,647 $2.09M 0.11% -4,666 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: 5,822 shares; 2024Q4: 5,686 shares; 2025Q1: 8,787 shares; 2025Q2: 9,906 shares; 2025Q3: 10,717 shares; 2025Q4: 5,778 shares; 2026Q1: 5,863 shares; 2026Q2: 5,955 shares 5,955 $2.05M 0.1% +92 Timeline PIZ 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: 31,625 shares; 2026Q1: 33,477 shares; 2026Q2: 36,657 shares 36,657 $2.05M 0.1% +3,180 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,422 shares; 2025Q2: 50,259 shares; 2025Q3: 52,865 shares; 2025Q4: 59,951 shares; 2026Q1: 59,891 shares; 2026Q2: 59,761 shares 59,761 $2.04M 0.1% -130 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,966 shares; 2024Q4: 21,820 shares; 2025Q1: 22,038 shares; 2025Q2: 21,901 shares; 2025Q3: 22,638 shares; 2025Q4: 23,085 shares; 2026Q1: 23,267 shares; 2026Q2: 23,734 shares 23,734 $2.03M 0.1% +467 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,303 shares; 2024Q4: 20,974 shares; 2025Q1: 18,944 shares; 2025Q2: not reported; 2025Q3: 16,214 shares; 2025Q4: 14,561 shares; 2026Q1: 13,877 shares; 2026Q2: 14,270 shares 14,270 $2.03M 0.1% +393 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,336 shares; 2024Q4: 18,356 shares; 2025Q1: 26,308 shares; 2025Q2: 71,242 shares; 2025Q3: 75,897 shares; 2025Q4: 67,636 shares; 2026Q1: 56,817 shares; 2026Q2: 39,986 shares 39,986 $2.02M 0.1% -16,831 Timeline SCHM 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: 21,076 shares; 2024Q4: 63,725 shares; 2025Q1: 67,081 shares; 2025Q2: not reported; 2025Q3: 84,718 shares; 2025Q4: 75,981 shares; 2026Q1: 57,018 shares; 2026Q2: 54,231 shares 54,231 $2M 0.1% -2,787 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,131 shares; 2024Q4: 52,856 shares; 2025Q1: 56,728 shares; 2025Q2: 60,898 shares; 2025Q3: 70,008 shares; 2025Q4: 52,588 shares; 2026Q1: 56,002 shares; 2026Q2: 56,460 shares 56,460 $1.98M 0.1% +458 Timeline FLHY 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: 110,248 shares; 2024Q4: 122,323 shares; 2025Q1: 136,515 shares; 2025Q2: 145,590 shares; 2025Q3: 158,931 shares; 2025Q4: 154,497 shares; 2026Q1: 85,871 shares; 2026Q2: 81,226 shares 81,226 $1.97M 0.1% -4,645 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: 24,203 shares; 2024Q4: 24,774 shares; 2025Q1: 23,174 shares; 2025Q2: 22,103 shares; 2025Q3: 23,588 shares; 2025Q4: 24,277 shares; 2026Q1: 25,454 shares; 2026Q2: 25,656 shares 25,656 $1.94M 0.1% +202 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,593 shares; 2024Q4: 50,063 shares; 2025Q1: 146,339 shares; 2025Q2: 157,849 shares; 2025Q3: 51,624 shares; 2025Q4: 22,212 shares; 2026Q1: 202,254 shares; 2026Q2: 25,907 shares 25,907 $1.94M 0.1% -176,347 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: 3,271 shares; 2024Q4: 3,194 shares; 2025Q1: 3,798 shares; 2025Q2: 4,799 shares; 2025Q3: 5,238 shares; 2025Q4: 4,036 shares; 2026Q1: 3,875 shares; 2026Q2: 3,770 shares 3,770 $1.94M 0.1% -105 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: 17,245 shares; 2024Q4: 17,361 shares; 2025Q1: 18,915 shares; 2025Q2: not reported; 2025Q3: 21,569 shares; 2025Q4: 20,492 shares; 2026Q1: 18,235 shares; 2026Q2: 17,561 shares 17,561 $1.93M 0.1% -674 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: 3,908 shares; 2024Q4: 3,852 shares; 2025Q1: 3,166 shares; 2025Q2: 3,203 shares; 2025Q3: 3,399 shares; 2025Q4: 3,409 shares; 2026Q1: 3,638 shares; 2026Q2: 3,750 shares 3,750 $1.93M 0.1% +112 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: 4,321 shares; 2024Q4: 4,680 shares; 2025Q1: 4,960 shares; 2025Q2: not reported; 2025Q3: 5,727 shares; 2025Q4: 6,465 shares; 2026Q1: 6,933 shares; 2026Q2: 7,680 shares 7,680 $1.92M 0.1% +747 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,933 shares; 2024Q4: 7,828 shares; 2025Q1: 7,178 shares; 2025Q2: not reported; 2025Q3: 8,608 shares; 2025Q4: 9,325 shares; 2026Q1: 9,539 shares; 2026Q2: 7,904 shares 7,904 $1.92M 0.1% -1,635 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: 14,706 shares; 2024Q4: 18,436 shares; 2025Q1: 19,159 shares; 2025Q2: 22,023 shares; 2025Q3: 34,467 shares; 2025Q4: 45,156 shares; 2026Q1: 46,077 shares; 2026Q2: 50,560 shares 50,560 $1.9M 0.1% +4,483 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,432 shares; 2024Q4: 12,171 shares; 2025Q1: 11,783 shares; 2025Q2: not reported; 2025Q3: 13,405 shares; 2025Q4: 14,927 shares; 2026Q1: 15,121 shares; 2026Q2: 13,490 shares 13,490 $1.9M 0.1% -1,631 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,473 shares; 2026Q1: 118,144 shares; 2026Q2: 118,112 shares 118,112 $1.86M 0.09% -32 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: 7,929 shares; 2024Q4: 7,743 shares; 2025Q1: 9,843 shares; 2025Q2: 11,489 shares; 2025Q3: 9,083 shares; 2025Q4: 4,452 shares; 2026Q1: 4,491 shares; 2026Q2: 4,491 shares 4,491 $1.83M 0.09% 0 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: 8,154 shares 8,154 $1.83M 0.09% new Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,535 shares; 2026Q1: 30,924 shares; 2026Q2: 33,351 shares 33,351 $1.82M 0.09% +2,427 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: 7,956 shares; 2024Q4: 7,595 shares; 2025Q1: 11,599 shares; 2025Q2: 14,377 shares; 2025Q3: 15,235 shares; 2025Q4: 7,953 shares; 2026Q1: 10,067 shares; 2026Q2: 10,805 shares 10,805 $1.8M 0.09% +738 Timeline THYF 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: 6,874 shares; 2024Q4: 16,137 shares; 2025Q1: 23,311 shares; 2025Q2: 26,308 shares; 2025Q3: 29,592 shares; 2025Q4: 30,552 shares; 2026Q1: 33,877 shares; 2026Q2: 34,560 shares 34,560 $1.78M 0.09% +683 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,509 shares; 2025Q4: 2,734 shares; 2026Q1: 2,874 shares; 2026Q2: 2,879 shares 2,879 $1.78M 0.09% +5 Timeline FNCL 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: 13,720 shares; 2024Q4: 13,783 shares; 2025Q1: 14,395 shares; 2025Q2: not reported; 2025Q3: 18,642 shares; 2025Q4: 19,691 shares; 2026Q1: 20,493 shares; 2026Q2: 23,136 shares 23,136 $1.77M 0.09% +2,643 Timeline VABS VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,900 shares; 2024Q4: 36,982 shares; 2025Q1: 49,844 shares; 2025Q2: 52,555 shares; 2025Q3: 50,597 shares; 2025Q4: 58,747 shares; 2026Q1: 62,755 shares; 2026Q2: 72,810 shares 72,810 $1.76M 0.09% +10,055 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,503 shares; 2024Q4: 58,158 shares; 2025Q1: 51,136 shares; 2025Q2: 48,834 shares; 2025Q3: 48,352 shares; 2025Q4: 33,272 shares; 2026Q1: 23,116 shares; 2026Q2: 21,725 shares 21,725 $1.76M 0.09% -1,391 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: 109,070 shares; 2024Q4: 128,797 shares; 2025Q1: 171,581 shares; 2025Q2: 134,879 shares; 2025Q3: 130,075 shares; 2025Q4: 157,434 shares; 2026Q1: 146,965 shares; 2026Q2: 70,008 shares 70,008 $1.75M 0.09% -76,957 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: 5,209 shares; 2024Q4: 5,060 shares; 2025Q1: 5,025 shares; 2025Q2: 5,059 shares; 2025Q3: 5,179 shares; 2025Q4: 4,807 shares; 2026Q1: 5,096 shares; 2026Q2: 5,097 shares 5,097 $1.72M 0.09% +1 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: 48,120 shares; 2024Q4: 42,359 shares; 2025Q1: 34,944 shares; 2025Q2: 74,611 shares; 2025Q3: 88,115 shares; 2025Q4: 36,351 shares; 2026Q1: 29,685 shares; 2026Q2: 28,349 shares 28,349 $1.72M 0.09% -1,336 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,103 shares; 2024Q4: 16,744 shares; 2025Q1: 16,892 shares; 2025Q2: 48,720 shares; 2025Q3: 47,176 shares; 2025Q4: 43,591 shares; 2026Q1: 44,779 shares; 2026Q2: 44,527 shares 44,527 $1.7M 0.09% -252 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: 13,240 shares; 2024Q4: 12,977 shares; 2025Q1: 12,928 shares; 2025Q2: not reported; 2025Q3: 14,263 shares; 2025Q4: 24,638 shares; 2026Q1: 26,432 shares; 2026Q2: 24,639 shares 24,639 $1.69M 0.08% -1,793 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: 9,915 shares; 2024Q4: 9,446 shares; 2025Q1: 11,322 shares; 2025Q2: 13,574 shares; 2025Q3: 13,916 shares; 2025Q4: 6,556 shares; 2026Q1: 5,856 shares; 2026Q2: 4,045 shares 4,045 $1.68M 0.08% -1,811 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,626 shares; 2025Q4: 24,919 shares; 2026Q1: 33,760 shares; 2026Q2: 44,640 shares 44,640 $1.67M 0.08% +10,880 Timeline JBBB 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: 18,194 shares; 2025Q2: 22,790 shares; 2025Q3: 26,355 shares; 2025Q4: 30,100 shares; 2026Q1: 34,694 shares; 2026Q2: 35,256 shares 35,256 $1.67M 0.08% +562 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: 9,968 shares; 2024Q4: 8,482 shares; 2025Q1: 6,976 shares; 2025Q2: not reported; 2025Q3: 5,094 shares; 2025Q4: 3,433 shares; 2026Q1: 3,382 shares; 2026Q2: 13,253 shares 13,253 $1.65M 0.08% +9,871 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 2,038 shares; 2025Q1: 4,255 shares; 2025Q2: 4,959 shares; 2025Q3: 5,177 shares; 2025Q4: 3,688 shares; 2026Q1: 4,493 shares; 2026Q2: 4,963 shares 4,963 $1.64M 0.08% +470 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,288 shares; 2026Q1: 24,810 shares; 2026Q2: 33,560 shares 33,560 $1.63M 0.08% +8,750 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: 7,270 shares 7,270 $1.61M 0.08% new 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: 38,926 shares; 2025Q2: 104,370 shares; 2025Q3: 34,105 shares; 2025Q4: 33,710 shares; 2026Q1: 53,060 shares; 2026Q2: 39,841 shares 39,841 $1.6M 0.08% -13,219 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: 6,068 shares; 2024Q4: 6,133 shares; 2025Q1: 6,886 shares; 2025Q2: not reported; 2025Q3: 8,177 shares; 2025Q4: 7,912 shares; 2026Q1: 5,203 shares; 2026Q2: 10,174 shares 10,174 $1.6M 0.08% +4,971 Timeline SPGM 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: 5,802 shares; 2024Q4: 6,543 shares; 2025Q1: 7,367 shares; 2025Q2: 8,028 shares; 2025Q3: 14,631 shares; 2025Q4: 17,543 shares; 2026Q1: 18,200 shares; 2026Q2: 18,497 shares 18,497 $1.58M 0.08% +297 Timeline FDRR 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: 8,902 shares; 2025Q4: 21,768 shares; 2026Q1: 24,039 shares; 2026Q2: 24,337 shares 24,337 $1.58M 0.08% +298 Timeline QDPL 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: 5,338 shares; 2024Q4: 5,904 shares; 2025Q1: 5,940 shares; 2025Q2: 9,191 shares; 2025Q3: 11,247 shares; 2025Q4: 15,489 shares; 2026Q1: 18,076 shares; 2026Q2: 34,917 shares 34,917 $1.57M 0.08% +16,841 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,412 shares; 2024Q4: 1,405 shares; 2025Q1: 2,050 shares; 2025Q2: 2,646 shares; 2025Q3: 2,808 shares; 2025Q4: 1,501 shares; 2026Q1: 1,511 shares; 2026Q2: 1,499 shares 1,499 $1.56M 0.08% -12 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: 3,612 shares; 2024Q4: 5,271 shares; 2025Q1: 6,753 shares; 2025Q2: 6,535 shares; 2025Q3: 6,749 shares; 2025Q4: 10,246 shares; 2026Q1: 15,014 shares; 2026Q2: 15,317 shares 15,317 $1.55M 0.08% +303 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: 65,961 shares; 2024Q4: 75,760 shares; 2025Q1: 71,304 shares; 2025Q2: not reported; 2025Q3: 97,380 shares; 2025Q4: 77,534 shares; 2026Q1: 78,784 shares; 2026Q2: 20,156 shares 20,156 $1.54M 0.08% -58,628 Timeline FLDR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,696 shares 30,696 $1.54M 0.08% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 10,323 shares; 2025Q4: 13,055 shares; 2026Q1: 14,440 shares; 2026Q2: 17,408 shares 17,408 $1.52M 0.08% +2,968 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,930 shares; 2024Q4: 34,774 shares; 2025Q1: 34,086 shares; 2025Q2: 25,425 shares; 2025Q3: 30,218 shares; 2025Q4: 26,904 shares; 2026Q1: 29,422 shares; 2026Q2: 31,623 shares 31,623 $1.51M 0.08% +2,201 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,597 shares; 2024Q4: 57,855 shares; 2025Q1: 61,293 shares; 2025Q2: 62,999 shares; 2025Q3: 63,102 shares; 2025Q4: 62,272 shares; 2026Q1: 31,576 shares; 2026Q2: 20,542 shares 20,542 $1.5M 0.08% -11,034 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: 773 shares; 2024Q4: 749 shares; 2025Q1: 962 shares; 2025Q2: 1,080 shares; 2025Q3: 1,183 shares; 2025Q4: 751 shares; 2026Q1: not reported; 2026Q2: 1,964 shares 1,964 $1.5M 0.08% new 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: 65,466 shares; 2024Q4: 69,436 shares; 2025Q1: 74,115 shares; 2025Q2: 82,217 shares; 2025Q3: 80,046 shares; 2025Q4: 67,727 shares; 2026Q1: 33,263 shares; 2026Q2: 19,956 shares 19,956 $1.5M 0.08% -13,307 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: 2,880 shares; 2024Q4: 5,421 shares; 2025Q1: 5,604 shares; 2025Q2: 6,093 shares; 2025Q3: 6,297 shares; 2025Q4: 6,600 shares; 2026Q1: 6,890 shares; 2026Q2: 4,322 shares 4,322 $1.47M 0.07% -2,568 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 5,036 shares; 2026Q2: 5,029 shares 5,029 $1.46M 0.07% -7 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,762 shares 37,762 $1.46M 0.07% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,367 shares; 2024Q4: 21,823 shares; 2025Q1: 21,428 shares; 2025Q2: 23,330 shares; 2025Q3: 26,324 shares; 2025Q4: 29,233 shares; 2026Q1: 33,564 shares; 2026Q2: 35,867 shares 35,867 $1.45M 0.07% +2,303 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: 5,333 shares; 2024Q4: 5,141 shares; 2025Q1: 5,303 shares; 2025Q2: 5,839 shares; 2025Q3: 5,586 shares; 2025Q4: 4,744 shares; 2026Q1: 5,082 shares; 2026Q2: 4,228 shares 4,228 $1.45M 0.07% -854 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,078 shares; 2026Q1: 3,076 shares; 2026Q2: 2,994 shares 2,994 $1.45M 0.07% -82 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: 44,380 shares; 2024Q4: 78,838 shares; 2025Q1: 66,769 shares; 2025Q2: 53,112 shares; 2025Q3: 46,799 shares; 2025Q4: 27,610 shares; 2026Q1: 27,578 shares; 2026Q2: 30,022 shares 30,022 $1.45M 0.07% +2,444 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: 14,331 shares; 2024Q4: 12,785 shares; 2025Q1: 12,617 shares; 2025Q2: 16,982 shares; 2025Q3: 15,114 shares; 2025Q4: 14,715 shares; 2026Q1: 17,122 shares; 2026Q2: 17,291 shares 17,291 $1.43M 0.07% +169 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 43,570 shares; 2026Q2: 46,635 shares 46,635 $1.43M 0.07% +3,065 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH 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: 5,225 shares; 2025Q4: 6,072 shares; 2026Q1: 7,514 shares; 2026Q2: 8,333 shares 8,333 $1.42M 0.07% +819 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: 4,240 shares; 2024Q4: 4,034 shares; 2025Q1: 3,972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,998 shares; 2026Q1: 15,320 shares; 2026Q2: 14,386 shares 14,386 $1.41M 0.07% -934 Timeline MDYG 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: 11,297 shares; 2024Q4: 10,779 shares; 2025Q1: 10,112 shares; 2025Q2: 9,354 shares; 2025Q3: 9,211 shares; 2025Q4: 12,388 shares; 2026Q1: 11,666 shares; 2026Q2: 12,565 shares 12,565 $1.41M 0.07% +899 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,524 shares; 2025Q4: 32,579 shares; 2026Q1: 41,248 shares; 2026Q2: 33,660 shares 33,660 $1.38M 0.07% -7,588 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,538 shares; 2024Q4: 1,468 shares; 2025Q1: 2,305 shares; 2025Q2: 2,680 shares; 2025Q3: 2,809 shares; 2025Q4: 1,943 shares; 2026Q1: 1,923 shares; 2026Q2: 2,452 shares 2,452 $1.37M 0.07% +529 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,715 shares; 2024Q4: 5,944 shares; 2025Q1: 5,719 shares; 2025Q2: 5,707 shares; 2025Q3: 6,798 shares; 2025Q4: 6,944 shares; 2026Q1: 7,743 shares; 2026Q2: 8,302 shares 8,302 $1.37M 0.07% +559 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,707 shares; 2026Q2: 52,260 shares 52,260 $1.37M 0.07% -6,447 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: 4,930 shares; 2025Q1: 5,061 shares; 2025Q2: 5,210 shares; 2025Q3: 5,518 shares; 2025Q4: 1,787 shares; 2026Q1: 10,022 shares; 2026Q2: 8,018 shares 8,018 $1.36M 0.07% -2,004 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 754 shares; 2025Q1: 1,190 shares; 2025Q2: 1,420 shares; 2025Q3: 1,685 shares; 2025Q4: 923 shares; 2026Q1: 998 shares; 2026Q2: 1,014 shares 1,014 $1.35M 0.07% +16 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,186 shares; 2026Q1: 24,633 shares; 2026Q2: 26,595 shares 26,595 $1.35M 0.07% +1,962 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,679 shares; 2024Q4: 6,577 shares; 2025Q1: 4,964 shares; 2025Q2: 11,744 shares; 2025Q3: 5,716 shares; 2025Q4: 6,728 shares; 2026Q1: 7,241 shares; 2026Q2: 8,019 shares 8,019 $1.35M 0.07% +778 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,134 shares 60,134 $1.33M 0.07% new 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: 19,154 shares; 2024Q4: 19,624 shares; 2025Q1: 20,341 shares; 2025Q2: 21,505 shares; 2025Q3: 21,308 shares; 2025Q4: 21,791 shares; 2026Q1: 14,782 shares; 2026Q2: 13,858 shares 13,858 $1.33M 0.07% -924 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: 18,458 shares; 2024Q4: 19,240 shares; 2025Q1: 21,405 shares; 2025Q2: 22,769 shares; 2025Q3: 22,566 shares; 2025Q4: 21,202 shares; 2026Q1: 15,022 shares; 2026Q2: 14,692 shares 14,692 $1.32M 0.07% -330 Timeline VELO VELO3D INC More: the full row for VELO3D 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: 74,983 shares 74,983 $1.32M 0.07% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,429 shares; 2024Q4: 27,131 shares; 2025Q1: 27,586 shares; 2025Q2: not reported; 2025Q3: 21,270 shares; 2025Q4: 20,630 shares; 2026Q1: 22,318 shares; 2026Q2: 8,010 shares 8,010 $1.32M 0.07% -14,308 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: 147,529 shares; 2024Q4: 144,386 shares; 2025Q1: 143,411 shares; 2025Q2: 147,172 shares; 2025Q3: 153,703 shares; 2025Q4: 293,881 shares; 2026Q1: 313,665 shares; 2026Q2: 28,961 shares 28,961 $1.31M 0.07% -284,704 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: 9,861 shares; 2024Q4: 7,968 shares; 2025Q1: 8,649 shares; 2025Q2: 8,647 shares; 2025Q3: 10,073 shares; 2025Q4: 7,513 shares; 2026Q1: 8,929 shares; 2026Q2: 9,685 shares 9,685 $1.31M 0.07% +756 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,134 shares; 2024Q4: 5,739 shares; 2025Q1: 5,277 shares; 2025Q2: 5,354 shares; 2025Q3: 5,172 shares; 2025Q4: 5,234 shares; 2026Q1: 5,030 shares; 2026Q2: 4,374 shares 4,374 $1.31M 0.07% -656 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: 27,299 shares; 2024Q4: 36,815 shares; 2025Q1: 54,657 shares; 2025Q2: 33,096 shares; 2025Q3: 34,640 shares; 2025Q4: 23,021 shares; 2026Q1: 19,379 shares; 2026Q2: 21,156 shares 21,156 $1.3M 0.07% +1,777 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,205 shares; 2024Q4: 5,856 shares; 2025Q1: 6,135 shares; 2025Q2: 6,637 shares; 2025Q3: 7,638 shares; 2025Q4: 9,275 shares; 2026Q1: 9,981 shares; 2026Q2: 10,622 shares 10,622 $1.3M 0.07% +641 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,122 shares; 2024Q4: 4,814 shares; 2025Q1: 5,906 shares; 2025Q2: 6,006 shares; 2025Q3: 6,817 shares; 2025Q4: 7,870 shares; 2026Q1: 9,595 shares; 2026Q2: 9,808 shares 9,808 $1.3M 0.07% +213 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 334 shares; 2026Q2: 565 shares 565 $1.28M 0.06% +231 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,253 shares; 2024Q4: 21,253 shares; 2025Q1: 20,753 shares; 2025Q2: 21,283 shares; 2025Q3: 39,576 shares; 2025Q4: 38,476 shares; 2026Q1: 38,476 shares; 2026Q2: 37,681 shares 37,681 $1.28M 0.06% -795 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,867 shares; 2025Q1: 2,732 shares; 2025Q2: 2,716 shares; 2025Q3: 2,926 shares; 2025Q4: 2,905 shares; 2026Q1: 3,136 shares; 2026Q2: 3,336 shares 3,336 $1.28M 0.06% +200 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: 12,445 shares; 2024Q4: 28,025 shares; 2025Q1: 28,464 shares; 2025Q2: 29,486 shares; 2025Q3: 45,209 shares; 2025Q4: 33,662 shares; 2026Q1: 26,786 shares; 2026Q2: 23,860 shares 23,860 $1.28M 0.06% -2,926 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,463 shares; 2024Q4: 3,388 shares; 2025Q1: 4,652 shares; 2025Q2: 6,080 shares; 2025Q3: 6,542 shares; 2025Q4: 2,885 shares; 2026Q1: 2,703 shares; 2026Q2: 2,278 shares 2,278 $1.28M 0.06% -425 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,673 shares; 2025Q1: 7,721 shares; 2025Q2: 8,461 shares; 2025Q3: 9,871 shares; 2025Q4: 12,730 shares; 2026Q1: 14,245 shares; 2026Q2: 15,166 shares 15,166 $1.27M 0.06% +921 Timeline FLTR 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: 27,086 shares; 2024Q4: 29,356 shares; 2025Q1: 40,996 shares; 2025Q2: 40,032 shares; 2025Q3: 44,224 shares; 2025Q4: 41,330 shares; 2026Q1: 42,337 shares; 2026Q2: 49,585 shares 49,585 $1.27M 0.06% +7,248 Timeline CALF 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: 212,758 shares; 2024Q4: 215,982 shares; 2025Q1: 197,341 shares; 2025Q2: 112,295 shares; 2025Q3: 114,427 shares; 2025Q4: 38,816 shares; 2026Q1: 26,106 shares; 2026Q2: 24,703 shares 24,703 $1.25M 0.06% -1,403 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: 14,414 shares; 2024Q4: 13,054 shares; 2025Q1: 11,123 shares; 2025Q2: not reported; 2025Q3: 12,676 shares; 2025Q4: 16,035 shares; 2026Q1: 15,853 shares; 2026Q2: 11,576 shares 11,576 $1.25M 0.06% -4,277 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,051 shares; 2024Q4: 43,667 shares; 2025Q1: 43,807 shares; 2025Q2: 41,036 shares; 2025Q3: 40,636 shares; 2025Q4: 28,928 shares; 2026Q1: 26,999 shares; 2026Q2: 27,363 shares 27,363 $1.24M 0.06% +364 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,820 shares; 2024Q4: 24,669 shares; 2025Q1: 24,404 shares; 2025Q2: 32,823 shares; 2025Q3: 35,254 shares; 2025Q4: 42,858 shares; 2026Q1: 19,824 shares; 2026Q2: 16,966 shares 16,966 $1.23M 0.06% -2,858 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,631 shares; 2025Q1: 6,300 shares; 2025Q2: 6,054 shares; 2025Q3: 8,403 shares; 2025Q4: 11,532 shares; 2026Q1: 14,025 shares; 2026Q2: 18,674 shares 18,674 $1.23M 0.06% +4,649 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: not reported; 2026Q1: 2,545 shares; 2026Q2: 2,468 shares 2,468 $1.21M 0.06% -77 Timeline FIW 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: 10,860 shares; 2024Q4: 11,177 shares; 2025Q1: 10,885 shares; 2025Q2: 10,863 shares; 2025Q3: 11,489 shares; 2025Q4: 11,290 shares; 2026Q1: 11,339 shares; 2026Q2: 11,001 shares 11,001 $1.2M 0.06% -338 Timeline ESGV 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: 5,791 shares; 2024Q4: 7,736 shares; 2025Q1: 9,480 shares; 2025Q2: not reported; 2025Q3: 10,196 shares; 2025Q4: 9,169 shares; 2026Q1: 9,041 shares; 2026Q2: 9,071 shares 9,071 $1.2M 0.06% +30 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: 3,281 shares; 2024Q4: 3,402 shares; 2025Q1: 3,154 shares; 2025Q2: 1,750,577 shares; 2025Q3: 2,355 shares; 2025Q4: 2,170 shares; 2026Q1: 2,251 shares; 2026Q2: 14,466 shares 14,466 $1.2M 0.06% +12,215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,084 shares; 2025Q3: 7,569 shares; 2025Q4: 5,108 shares; 2026Q1: 5,364 shares; 2026Q2: 4,195 shares 4,195 $1.19M 0.06% -1,169 Timeline VTIP 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: 10,609 shares; 2024Q4: 18,537 shares; 2025Q1: 35,143 shares; 2025Q2: not reported; 2025Q3: 103,918 shares; 2025Q4: 4,329 shares; 2026Q1: 172,373 shares; 2026Q2: 23,399 shares 23,399 $1.18M 0.06% -148,974 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: 3,433 shares; 2024Q4: 5,445 shares; 2025Q1: 4,808 shares; 2025Q2: not reported; 2025Q3: 4,029 shares; 2025Q4: 3,771 shares; 2026Q1: 3,614 shares; 2026Q2: 3,501 shares 3,501 $1.17M 0.06% -113 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,230 shares; 2025Q4: 8,523 shares; 2026Q1: 8,985 shares; 2026Q2: 9,516 shares 9,516 $1.17M 0.06% +531 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,798 shares; 2024Q4: 9,738 shares; 2025Q1: 9,543 shares; 2025Q2: 9,789 shares; 2025Q3: 11,099 shares; 2025Q4: 12,936 shares; 2026Q1: 14,275 shares; 2026Q2: 14,704 shares 14,704 $1.16M 0.06% +429 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,453 shares; 2024Q4: 7,746 shares; 2025Q1: 8,242 shares; 2025Q2: 8,441 shares; 2025Q3: 10,183 shares; 2025Q4: 12,161 shares; 2026Q1: 17,697 shares; 2026Q2: 14,488 shares 14,488 $1.16M 0.06% -3,209 Timeline FPX 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: 3,950 shares; 2026Q1: 4,721 shares; 2026Q2: 5,622 shares 5,622 $1.16M 0.06% +901 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: 24,362 shares; 2024Q4: 23,525 shares; 2025Q1: 24,413 shares; 2025Q2: 27,433 shares; 2025Q3: 31,040 shares; 2025Q4: 22,844 shares; 2026Q1: 23,917 shares; 2026Q2: 20,280 shares 20,280 $1.16M 0.06% -3,637 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: 26,878 shares; 2024Q4: 34,483 shares; 2025Q1: 42,392 shares; 2025Q2: 46,863 shares; 2025Q3: 56,649 shares; 2025Q4: 48,029 shares; 2026Q1: 49,194 shares; 2026Q2: 51,830 shares 51,830 $1.16M 0.06% +2,636 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,258 shares; 2025Q4: 8,145 shares; 2026Q1: 8,051 shares; 2026Q2: 9,959 shares 9,959 $1.16M 0.06% +1,908 Timeline IVOV 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: 13,741 shares; 2024Q4: 13,589 shares; 2025Q1: 11,163 shares; 2025Q2: not reported; 2025Q3: 10,307 shares; 2025Q4: 10,598 shares; 2026Q1: 9,582 shares; 2026Q2: 10,124 shares 10,124 $1.15M 0.06% +542 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP 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: 26,991 shares 26,991 $1.15M 0.06% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,891 shares; 2024Q4: 13,532 shares; 2025Q1: 18,466 shares; 2025Q2: not reported; 2025Q3: 25,131 shares; 2025Q4: 104,338 shares; 2026Q1: 104,731 shares; 2026Q2: 41,359 shares 41,359 $1.15M 0.06% -63,372 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: 19,048 shares; 2024Q4: 24,136 shares; 2025Q1: 26,533 shares; 2025Q2: 25,146 shares; 2025Q3: 31,610 shares; 2025Q4: 19,349 shares; 2026Q1: 25,800 shares; 2026Q2: 33,031 shares 33,031 $1.14M 0.06% +7,231 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: 102,510 shares; 2024Q4: 13,947 shares; 2025Q1: 14,789 shares; 2025Q2: 65,525 shares; 2025Q3: 66,102 shares; 2025Q4: 17,831 shares; 2026Q1: 11,175 shares; 2026Q2: 9,594 shares 9,594 $1.14M 0.06% -1,581 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: 22,934 shares; 2024Q4: 23,529 shares; 2025Q1: 18,130 shares; 2025Q2: 17,892 shares; 2025Q3: 17,325 shares; 2025Q4: 14,741 shares; 2026Q1: 15,611 shares; 2026Q2: 11,781 shares 11,781 $1.14M 0.06% -3,830 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,950 shares; 2024Q4: 52,950 shares; 2025Q1: 52,950 shares; 2025Q2: 54,585 shares; 2025Q3: 54,585 shares; 2025Q4: 54,450 shares; 2026Q1: 54,450 shares; 2026Q2: 54,450 shares 54,450 $1.13M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,857 shares 3,857 $1.13M 0.06% new 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: 7,512 shares; 2024Q4: 12,250 shares; 2025Q1: 12,384 shares; 2025Q2: 12,512 shares; 2025Q3: 11,367 shares; 2025Q4: 15,972 shares; 2026Q1: 20,640 shares; 2026Q2: 19,076 shares 19,076 $1.13M 0.06% -1,564 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,351 shares 8,351 $1.11M 0.06% new 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: 11,170 shares; 2024Q4: 10,959 shares; 2025Q1: 7,875 shares; 2025Q2: 8,197 shares; 2025Q3: 8,333 shares; 2025Q4: 8,176 shares; 2026Q1: 11,728 shares; 2026Q2: 12,258 shares 12,258 $1.11M 0.06% +530 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,104 shares; 2024Q4: 21,548 shares; 2025Q1: 21,584 shares; 2025Q2: 22,444 shares; 2025Q3: 22,015 shares; 2025Q4: 26,732 shares; 2026Q1: 23,478 shares; 2026Q2: 23,451 shares 23,451 $1.11M 0.06% -27 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: 2,621 shares; 2025Q1: 2,498 shares; 2025Q2: 18,239 shares; 2025Q3: 2,547 shares; 2025Q4: 2,396 shares; 2026Q1: 2,381 shares; 2026Q2: 2,397 shares 2,397 $1.11M 0.06% +16 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: 32,162 shares; 2024Q4: 31,746 shares; 2025Q1: 33,912 shares; 2025Q2: not reported; 2025Q3: 57,789 shares; 2025Q4: 35,896 shares; 2026Q1: 35,699 shares; 2026Q2: 36,032 shares 36,032 $1.1M 0.06% +333 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,796 shares; 2024Q4: 14,796 shares; 2025Q1: 14,796 shares; 2025Q2: 14,846 shares; 2025Q3: 14,846 shares; 2025Q4: 14,846 shares; 2026Q1: 14,846 shares; 2026Q2: 14,846 shares 14,846 $1.09M 0.05% 0 Timeline VPU 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: 5,218 shares; 2024Q4: 4,952 shares; 2025Q1: 5,130 shares; 2025Q2: 5,690 shares; 2025Q3: 6,829 shares; 2025Q4: 5,210 shares; 2026Q1: 5,584 shares; 2026Q2: 5,512 shares 5,512 $1.08M 0.05% -72 Timeline XLG 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: 6,465 shares; 2024Q4: 161,985 shares; 2025Q1: 49,868 shares; 2025Q2: 55,290 shares; 2025Q3: 209,166 shares; 2025Q4: 258,331 shares; 2026Q1: 109,490 shares; 2026Q2: 17,563 shares 17,563 $1.08M 0.05% -91,927 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: 3,611 shares; 2024Q4: 3,260 shares; 2025Q1: 3,261 shares; 2025Q2: 3,252 shares; 2025Q3: 3,302 shares; 2025Q4: 3,054 shares; 2026Q1: 2,989 shares; 2026Q2: 2,989 shares 2,989 $1.07M 0.05% 0 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: 1,712 shares; 2024Q4: 1,821 shares; 2025Q1: 1,792 shares; 2025Q2: 1,879 shares; 2025Q3: 2,202 shares; 2025Q4: 2,442 shares; 2026Q1: 2,643 shares; 2026Q2: 2,751 shares 2,751 $1.07M 0.05% +108 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,589 shares; 2024Q4: 4,767 shares; 2025Q1: 5,161 shares; 2025Q2: 5,236 shares; 2025Q3: 5,363 shares; 2025Q4: 10,370 shares; 2026Q1: 11,551 shares; 2026Q2: 15,335 shares 15,335 $1.07M 0.05% +3,784 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,806 shares; 2026Q1: 5,342 shares; 2026Q2: 5,668 shares 5,668 $1.06M 0.05% +326 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,080 shares; 2024Q4: 18,080 shares; 2025Q1: 18,001 shares; 2025Q2: 17,565 shares; 2025Q3: 17,565 shares; 2025Q4: 72,869 shares; 2026Q1: 30,902 shares; 2026Q2: 27,402 shares 27,402 $1.06M 0.05% -3,500 Timeline FFSM 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,732 shares 27,732 $1.06M 0.05% new Timeline JMTG 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: 24,472 shares; 2025Q3: 24,282 shares; 2025Q4: 21,287 shares; 2026Q1: 21,411 shares; 2026Q2: 20,850 shares 20,850 $1.06M 0.05% -561 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: 3,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,101 shares; 2026Q1: 1,134 shares; 2026Q2: 1,082 shares 1,082 $1.04M 0.05% -52 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,620 shares; 2024Q4: 74,818 shares; 2025Q1: 72,832 shares; 2025Q2: 69,849 shares; 2025Q3: 68,481 shares; 2025Q4: 65,227 shares; 2026Q1: 58,577 shares; 2026Q2: 22,811 shares 22,811 $1.04M 0.05% -35,766 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,017 shares; 2024Q4: 15,701 shares; 2025Q1: 24,734 shares; 2025Q2: 24,368 shares; 2025Q3: 23,836 shares; 2025Q4: 23,836 shares; 2026Q1: 30,533 shares; 2026Q2: 28,545 shares 28,545 $1.03M 0.05% -1,988 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 6,201 shares; 2026Q2: 9,519 shares 9,519 $1.02M 0.05% +3,318 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,192 shares; 2024Q4: 12,330 shares; 2025Q1: 12,110 shares; 2025Q2: 13,027 shares; 2025Q3: 12,161 shares; 2025Q4: 14,053 shares; 2026Q1: 13,809 shares; 2026Q2: 12,248 shares 12,248 $1.02M 0.05% -1,561 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC 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: 8,504 shares; 2025Q4: 10,137 shares; 2026Q1: 11,446 shares; 2026Q2: 12,465 shares 12,465 $1.02M 0.05% +1,019 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,724 shares; 2026Q2: 5,122 shares 5,122 $1.01M 0.05% +398 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,635 shares; 2026Q1: 377,977 shares; 2026Q2: 44,976 shares 44,976 $1M 0.05% -333,001 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,615 shares; 2024Q4: 25,993 shares; 2025Q1: 26,303 shares; 2025Q2: 21,066 shares; 2025Q3: 18,342 shares; 2025Q4: 17,234 shares; 2026Q1: 17,278 shares; 2026Q2: 16,996 shares 16,996 $1M 0.05% -282 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,528 shares 19,528 $1M 0.05% new 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: 10,484 shares; 2024Q4: 10,037 shares; 2025Q1: 11,123 shares; 2025Q2: not reported; 2025Q3: 10,898 shares; 2025Q4: 13,888 shares; 2026Q1: 15,304 shares; 2026Q2: 9,949 shares 9,949 $998K 0.05% -5,355 Timeline AVT AVNET INC More: the full row for AVNET 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: 11,110 shares 11,110 $987K 0.05% new Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 3,750 shares; 2026Q1: 7,128 shares; 2026Q2: 8,639 shares 8,639 $979K 0.05% +1,511 Timeline FYC 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: not reported; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,174 shares; 2026Q1: 3,343 shares; 2026Q2: 7,673 shares 7,673 $977K 0.05% +4,330 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,399 shares 22,399 $968K 0.05% new Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,816 shares; 2024Q4: 7,619 shares; 2025Q1: 7,168 shares; 2025Q2: 7,067 shares; 2025Q3: 8,271 shares; 2025Q4: 10,355 shares; 2026Q1: 11,553 shares; 2026Q2: 12,555 shares 12,555 $967K 0.05% +1,002 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,768 shares; 2024Q4: 51,508 shares; 2025Q1: 97,991 shares; 2025Q2: 49,697 shares; 2025Q3: 48,284 shares; 2025Q4: 11,633 shares; 2026Q1: 12,228 shares; 2026Q2: 20,341 shares 20,341 $955K 0.05% +8,113 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,339 shares; 2024Q4: 48,015 shares; 2025Q1: 41,391 shares; 2025Q2: not reported; 2025Q3: 38,460 shares; 2025Q4: 9,948 shares; 2026Q1: 9,592 shares; 2026Q2: 9,454 shares 9,454 $929K 0.05% -138 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 2,397 shares; 2025Q1: 2,405 shares; 2025Q2: 2,807 shares; 2025Q3: 2,920 shares; 2025Q4: 3,010 shares; 2026Q1: 46,754 shares; 2026Q2: 5,081 shares 5,081 $920K 0.05% -41,673 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,721 shares; 2024Q4: 4,309 shares; 2025Q1: 4,233 shares; 2025Q2: 4,510 shares; 2025Q3: 5,198 shares; 2025Q4: 5,631 shares; 2026Q1: 6,105 shares; 2026Q2: 6,300 shares 6,300 $918K 0.05% +195 Timeline CORP 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: 11,062 shares; 2024Q4: 11,042 shares; 2025Q1: 10,554 shares; 2025Q2: 10,607 shares; 2025Q3: 10,364 shares; 2025Q4: 10,316 shares; 2026Q1: 10,159 shares; 2026Q2: 9,460 shares 9,460 $917K 0.05% -699 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: not reported; 2025Q4: not reported; 2026Q1: 22,014 shares; 2026Q2: 21,821 shares 21,821 $915K 0.05% -193 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: 3,488 shares; 2024Q4: 3,468 shares; 2025Q1: 4,061 shares; 2025Q2: 5,107 shares; 2025Q3: 5,695 shares; 2025Q4: 5,950 shares; 2026Q1: 6,359 shares; 2026Q2: 6,227 shares 6,227 $913K 0.05% -132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,759 shares; 2026Q2: 1,424 shares 1,424 $910K 0.05% -335 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: not reported; 2025Q4: 5,056 shares; 2026Q1: 5,090 shares; 2026Q2: 11,767 shares 11,767 $909K 0.05% +6,677 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 804 shares; 2025Q3: 898 shares; 2025Q4: 3,685 shares; 2026Q1: 3,882 shares; 2026Q2: 4,074 shares 4,074 $900K 0.05% +192 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,404 shares; 2024Q4: 29,321 shares; 2025Q1: 3,926 shares; 2025Q2: 30,775 shares; 2025Q3: 32,513 shares; 2025Q4: 39,457 shares; 2026Q1: 41,685 shares; 2026Q2: 9,382 shares 9,382 $895K 0.05% -32,303 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 1,394 shares; 2025Q3: 1,417 shares; 2025Q4: 1,658 shares; 2026Q1: 1,683 shares; 2026Q2: 3,147 shares 3,147 $893K 0.05% +1,464 Timeline SPYD 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: 8,633 shares; 2024Q4: 9,343 shares; 2025Q1: 9,937 shares; 2025Q2: 17,283 shares; 2025Q3: 18,113 shares; 2025Q4: 17,891 shares; 2026Q1: 18,460 shares; 2026Q2: 18,689 shares 18,689 $892K 0.04% +229 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,692 shares; 2024Q4: 1,241 shares; 2025Q1: 3,913 shares; 2025Q2: not reported; 2025Q3: 4,173 shares; 2025Q4: 3,241 shares; 2026Q1: 3,238 shares; 2026Q2: 3,257 shares 3,257 $891K 0.04% +19 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,357 shares; 2024Q4: 97,468 shares; 2025Q1: 97,458 shares; 2025Q2: 101,515 shares; 2025Q3: 103,422 shares; 2025Q4: 72,935 shares; 2026Q1: 43,409 shares; 2026Q2: 16,862 shares 16,862 $883K 0.04% -26,547 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,468 shares; 2024Q4: 12,831 shares; 2025Q1: 12,629 shares; 2025Q2: 12,363 shares; 2025Q3: 11,703 shares; 2025Q4: 12,162 shares; 2026Q1: 12,453 shares; 2026Q2: 13,026 shares 13,026 $880K 0.04% +573 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,501 shares; 2024Q4: 46,132 shares; 2025Q1: 49,589 shares; 2025Q2: 58,777 shares; 2025Q3: 62,030 shares; 2025Q4: 57,714 shares; 2026Q1: 50,183 shares; 2026Q2: 36,136 shares 36,136 $880K 0.04% -14,047 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: 4,041 shares; 2024Q4: 3,962 shares; 2025Q1: 4,084 shares; 2025Q2: not reported; 2025Q3: 5,148 shares; 2025Q4: 4,168 shares; 2026Q1: 2,730 shares; 2026Q2: 2,396 shares 2,396 $876K 0.04% -334 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: 4,339 shares; 2024Q4: 5,198 shares; 2025Q1: 5,223 shares; 2025Q2: 5,314 shares; 2025Q3: 4,992 shares; 2025Q4: 4,894 shares; 2026Q1: 7,145 shares; 2026Q2: 8,359 shares 8,359 $869K 0.04% +1,214 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,631 shares; 2024Q4: 18,722 shares; 2025Q1: 18,471 shares; 2025Q2: not reported; 2025Q3: 17,845 shares; 2025Q4: 17,576 shares; 2026Q1: 7,290 shares; 2026Q2: 7,104 shares 7,104 $854K 0.04% -186 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: 36,836 shares; 2024Q4: 39,985 shares; 2025Q1: 27,511 shares; 2025Q2: not reported; 2025Q3: 28,219 shares; 2025Q4: 7,694 shares; 2026Q1: 6,766 shares; 2026Q2: 6,842 shares 6,842 $851K 0.04% +76 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: 19,306 shares; 2024Q4: 17,065 shares; 2025Q1: 18,306 shares; 2025Q2: 97,601 shares; 2025Q3: 113,548 shares; 2025Q4: 24,377 shares; 2026Q1: 14,164 shares; 2026Q2: 16,804 shares 16,804 $847K 0.04% +2,640 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,001 shares; 2025Q3: 8,431 shares; 2025Q4: 8,522 shares; 2026Q1: 9,883 shares; 2026Q2: 9,460 shares 9,460 $842K 0.04% -423 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: 2,726 shares; 2024Q4: 2,469 shares; 2025Q1: 3,101 shares; 2025Q2: 3,232 shares; 2025Q3: 6,019 shares; 2025Q4: 5,864 shares; 2026Q1: 6,467 shares; 2026Q2: 5,805 shares 5,805 $831K 0.04% -662 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,026 shares; 2024Q4: 4,630 shares; 2025Q1: 4,672 shares; 2025Q2: 8,356 shares; 2025Q3: 9,424 shares; 2025Q4: 10,304 shares; 2026Q1: 10,765 shares; 2026Q2: 9,344 shares 9,344 $820K 0.04% -1,421 Timeline QEFA 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: 19,022 shares; 2024Q4: 21,294 shares; 2025Q1: 23,178 shares; 2025Q2: 24,254 shares; 2025Q3: 23,765 shares; 2025Q4: 25,348 shares; 2026Q1: 13,314 shares; 2026Q2: 8,308 shares 8,308 $798K 0.04% -5,006 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: 12,282 shares; 2024Q4: 11,588 shares; 2025Q1: 13,853 shares; 2025Q2: 17,144 shares; 2025Q3: 18,226 shares; 2025Q4: 14,187 shares; 2026Q1: 23,804 shares; 2026Q2: 9,795 shares 9,795 $796K 0.04% -14,009 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: 4,650 shares 4,650 $794K 0.04% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,140 shares; 2024Q4: 12,630 shares; 2025Q1: 11,419 shares; 2025Q2: not reported; 2025Q3: 22,991 shares; 2025Q4: 24,056 shares; 2026Q1: 30,062 shares; 2026Q2: 34,293 shares 34,293 $793K 0.04% +4,231 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: 19,069 shares; 2024Q4: 18,260 shares; 2025Q1: 18,210 shares; 2025Q2: 25,295 shares; 2025Q3: 23,205 shares; 2025Q4: 16,150 shares; 2026Q1: 19,409 shares; 2026Q2: 18,598 shares 18,598 $787K 0.04% -811 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,293 shares; 2024Q4: 35,004 shares; 2025Q1: 22,591 shares; 2025Q2: 12,071 shares; 2025Q3: 12,060 shares; 2025Q4: 11,586 shares; 2026Q1: 10,647 shares; 2026Q2: 12,125 shares 12,125 $782K 0.04% +1,478 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: 7,884 shares; 2024Q4: 10,595 shares; 2025Q1: 14,082 shares; 2025Q2: 12,967 shares; 2025Q3: 21,188 shares; 2025Q4: 23,617 shares; 2026Q1: 26,756 shares; 2026Q2: 29,521 shares 29,521 $773K 0.04% +2,765 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,963 shares; 2024Q4: 11,584 shares; 2025Q1: 10,037 shares; 2025Q2: 10,148 shares; 2025Q3: 9,570 shares; 2025Q4: 9,445 shares; 2026Q1: 9,235 shares; 2026Q2: 8,537 shares 8,537 $769K 0.04% -698 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,548 shares; 2025Q1: 14,665 shares; 2025Q2: 22,633 shares; 2025Q3: 19,208 shares; 2025Q4: 24,418 shares; 2026Q1: 26,702 shares; 2026Q2: 29,724 shares 29,724 $768K 0.04% +3,022 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,107 shares; 2024Q4: 11,444 shares; 2025Q1: 11,444 shares; 2025Q2: 20,934 shares; 2025Q3: 19,684 shares; 2025Q4: 19,175 shares; 2026Q1: 19,793 shares; 2026Q2: 20,630 shares 20,630 $766K 0.04% +837 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,727 shares; 2025Q1: 3,227 shares; 2025Q2: not reported; 2025Q3: 3,233 shares; 2025Q4: 3,584 shares; 2026Q1: 4,239 shares; 2026Q2: 4,787 shares 4,787 $759K 0.04% +548 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,563 shares; 2025Q3: 23,300 shares; 2025Q4: 22,744 shares; 2026Q1: 23,611 shares; 2026Q2: 24,232 shares 24,232 $758K 0.04% +621 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,566 shares; 2024Q4: 15,791 shares; 2025Q1: 17,244 shares; 2025Q2: 68,787 shares; 2025Q3: 20,731 shares; 2025Q4: 22,907 shares; 2026Q1: 17,246 shares; 2026Q2: 16,992 shares 16,992 $755K 0.04% -254 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,493 shares; 2024Q4: 8,154 shares; 2025Q1: 7,898 shares; 2025Q2: not reported; 2025Q3: 5,974 shares; 2025Q4: 6,633 shares; 2026Q1: 6,645 shares; 2026Q2: 6,595 shares 6,595 $753K 0.04% -50 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,798 shares; 2026Q1: 16,124 shares; 2026Q2: 15,584 shares 15,584 $752K 0.04% -540 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.04% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,242 shares; 2025Q3: 6,546 shares; 2025Q4: 6,587 shares; 2026Q1: 15,080 shares; 2026Q2: 14,178 shares 14,178 $746K 0.04% -902 Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER 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: 8,007 shares; 2026Q2: 29,779 shares 29,779 $744K 0.04% +21,772 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: 2,331 shares; 2024Q4: 2,604 shares; 2025Q1: 2,761 shares; 2025Q2: 4,150 shares; 2025Q3: 4,612 shares; 2025Q4: 4,550 shares; 2026Q1: 5,116 shares; 2026Q2: 4,745 shares 4,745 $743K 0.04% -371 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: 3,582 shares; 2024Q4: 3,993 shares; 2025Q1: 4,314 shares; 2025Q2: 5,789 shares; 2025Q3: 6,405 shares; 2025Q4: 4,284 shares; 2026Q1: 4,132 shares; 2026Q2: 3,994 shares 3,994 $738K 0.04% -138 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: 33,171 shares; 2024Q4: 86,153 shares; 2025Q1: 66,955 shares; 2025Q2: 52,829 shares; 2025Q3: 39,589 shares; 2025Q4: 21,698 shares; 2026Q1: 17,783 shares; 2026Q2: 16,848 shares 16,848 $735K 0.04% -935 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: 13,654 shares; 2024Q4: 12,352 shares; 2025Q1: 14,761 shares; 2025Q2: 15,357 shares; 2025Q3: 19,635 shares; 2025Q4: 10,270 shares; 2026Q1: 9,766 shares; 2026Q2: 8,364 shares 8,364 $734K 0.04% -1,402 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: 3,348 shares; 2024Q4: 2,986 shares; 2025Q1: 3,180 shares; 2025Q2: 6,087 shares; 2025Q3: 6,669 shares; 2025Q4: 4,304 shares; 2026Q1: 4,581 shares; 2026Q2: 4,032 shares 4,032 $729K 0.04% -549 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,175 shares; 2024Q4: 6,068 shares; 2025Q1: 7,571 shares; 2025Q2: 9,439 shares; 2025Q3: 8,454 shares; 2025Q4: 4,144 shares; 2026Q1: 4,444 shares; 2026Q2: 3,771 shares 3,771 $729K 0.04% -673 Timeline TAXF 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: 16,214 shares; 2024Q4: 16,717 shares; 2025Q1: 18,340 shares; 2025Q2: 22,111 shares; 2025Q3: 23,096 shares; 2025Q4: 23,763 shares; 2026Q1: 20,105 shares; 2026Q2: 14,232 shares 14,232 $723K 0.04% -5,873 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,368 shares; 2025Q3: 7,351 shares; 2025Q4: 3,355 shares; 2026Q1: 4,050 shares; 2026Q2: 4,760 shares 4,760 $720K 0.04% +710 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: 4,635 shares; 2024Q4: 4,468 shares; 2025Q1: 4,561 shares; 2025Q2: 5,863 shares; 2025Q3: 7,434 shares; 2025Q4: 3,660 shares; 2026Q1: 3,710 shares; 2026Q2: 3,290 shares 3,290 $712K 0.04% -420 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,050 shares; 2024Q4: 82,789 shares; 2025Q1: 93,421 shares; 2025Q2: 134,611 shares; 2025Q3: 138,841 shares; 2025Q4: 142,900 shares; 2026Q1: 148,920 shares; 2026Q2: 151,870 shares 151,870 $711K 0.04% +2,950 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,528 shares; 2024Q4: 11,397 shares; 2025Q1: 13,379 shares; 2025Q2: 15,767 shares; 2025Q3: 16,015 shares; 2025Q4: 17,385 shares; 2026Q1: 19,704 shares; 2026Q2: 17,935 shares 17,935 $708K 0.04% -1,769 Timeline IVOG 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: 7,053 shares; 2024Q4: 6,957 shares; 2025Q1: 5,723 shares; 2025Q2: not reported; 2025Q3: 5,042 shares; 2025Q4: 5,047 shares; 2026Q1: 5,057 shares; 2026Q2: 4,823 shares 4,823 $706K 0.04% -234 Timeline BUFR 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: 27,823 shares; 2024Q4: 26,926 shares; 2025Q1: 40,077 shares; 2025Q2: 75,488 shares; 2025Q3: 81,019 shares; 2025Q4: 40,091 shares; 2026Q1: 32,255 shares; 2026Q2: 19,200 shares 19,200 $701K 0.04% -13,055 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,703 shares; 2026Q1: 1,687 shares; 2026Q2: 1,682 shares 1,682 $700K 0.04% -5 Timeline PSI 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: 6,790 shares; 2024Q4: 6,455 shares; 2025Q1: not reported; 2025Q2: 5,229 shares; 2025Q3: 4,402 shares; 2025Q4: 4,387 shares; 2026Q1: 4,040 shares; 2026Q2: 3,718 shares 3,718 $698K 0.04% -322 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,807 shares; 2024Q4: 9,400 shares; 2025Q1: 6,722 shares; 2025Q2: not reported; 2025Q3: 3,310 shares; 2025Q4: 2,840 shares; 2026Q1: 2,843 shares; 2026Q2: 2,874 shares 2,874 $697K 0.04% +31 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,538 shares; 2024Q4: 7,270 shares; 2025Q1: 9,699 shares; 2025Q2: 12,502 shares; 2025Q3: 14,188 shares; 2025Q4: 7,488 shares; 2026Q1: 6,904 shares; 2026Q2: 5,268 shares 5,268 $693K 0.03% -1,636 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER 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: 29,012 shares 29,012 $691K 0.03% new 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: 1,574 shares; 2024Q4: 1,565 shares; 2025Q1: 1,777 shares; 2025Q2: not reported; 2025Q3: 1,835 shares; 2025Q4: 1,869 shares; 2026Q1: 2,558 shares; 2026Q2: 1,865 shares 1,865 $682K 0.03% -693 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,938 shares; 2024Q4: 22,909 shares; 2025Q1: 20,591 shares; 2025Q2: 17,240 shares; 2025Q3: 16,740 shares; 2025Q4: 19,039 shares; 2026Q1: 19,187 shares; 2026Q2: 19,137 shares 19,137 $682K 0.03% -50 Timeline BUFG 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: 9,462 shares; 2024Q4: 10,072 shares; 2025Q1: 20,604 shares; 2025Q2: 22,125 shares; 2025Q3: 28,212 shares; 2025Q4: 25,220 shares; 2026Q1: 24,612 shares; 2026Q2: 23,089 shares 23,089 $677K 0.03% -1,523 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: 7,136 shares; 2024Q4: 7,336 shares; 2025Q1: 7,472 shares; 2025Q2: 14,070 shares; 2025Q3: 11,551 shares; 2025Q4: 11,490 shares; 2026Q1: 14,254 shares; 2026Q2: 13,828 shares 13,828 $673K 0.03% -426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,252 shares 5,252 $671K 0.03% new Timeline VNLA 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: 61,521 shares; 2024Q4: 64,066 shares; 2025Q1: 67,258 shares; 2025Q2: 69,355 shares; 2025Q3: 73,909 shares; 2025Q4: 46,544 shares; 2026Q1: 16,524 shares; 2026Q2: 13,601 shares 13,601 $665K 0.03% -2,923 Timeline FUTY 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: 10,954 shares; 2024Q4: 12,421 shares; 2025Q1: 14,519 shares; 2025Q2: not reported; 2025Q3: 18,184 shares; 2025Q4: 19,264 shares; 2026Q1: 11,929 shares; 2026Q2: 11,297 shares 11,297 $660K 0.03% -632 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: 19,163 shares; 2024Q4: 9,200 shares; 2025Q1: 19,360 shares; 2025Q2: 22,691 shares; 2025Q3: 19,520 shares; 2025Q4: 6,630 shares; 2026Q1: 14,378 shares; 2026Q2: 13,854 shares 13,854 $658K 0.03% -524 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 3,287 shares; 2026Q1: 3,802 shares; 2026Q2: 3,363 shares 3,363 $654K 0.03% -439 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,659 shares; 2024Q4: 41,479 shares; 2025Q1: 43,633 shares; 2025Q2: 44,854 shares; 2025Q3: 45,281 shares; 2025Q4: 41,230 shares; 2026Q1: 14,998 shares; 2026Q2: 10,169 shares 10,169 $651K 0.03% -4,829 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,865 shares; 2024Q4: 25,991 shares; 2025Q1: 32,789 shares; 2025Q2: 51,271 shares; 2025Q3: 58,362 shares; 2025Q4: 60,371 shares; 2026Q1: 21,772 shares; 2026Q2: 23,434 shares 23,434 $649K 0.03% +1,662 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 2,308 shares 2,308 $646K 0.03% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,204 shares 6,204 $639K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,498 shares; 2025Q3: 14,514 shares; 2025Q4: 8,424 shares; 2026Q1: 14,001 shares; 2026Q2: 12,554 shares 12,554 $635K 0.03% -1,447 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,064 shares; 2024Q4: 8,517 shares; 2025Q1: 8,472 shares; 2025Q2: not reported; 2025Q3: 12,399 shares; 2025Q4: 4,033 shares; 2026Q1: 6,121 shares; 2026Q2: 5,802 shares 5,802 $633K 0.03% -319 Timeline INCM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,034 shares; 2025Q3: 9,778 shares; 2025Q4: 13,719 shares; 2026Q1: 20,542 shares; 2026Q2: 21,913 shares 21,913 $632K 0.03% +1,371 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: 5,457 shares; 2024Q4: 22,261 shares; 2025Q1: 17,057 shares; 2025Q2: 11,543 shares; 2025Q3: 8,042 shares; 2025Q4: 5,629 shares; 2026Q1: 5,150 shares; 2026Q2: 5,499 shares 5,499 $632K 0.03% +349 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: 6,457 shares; 2024Q4: 5,496 shares; 2025Q1: 5,592 shares; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 4,957 shares; 2026Q1: 5,634 shares; 2026Q2: 6,066 shares 6,066 $630K 0.03% +432 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: 42,660 shares; 2024Q4: 42,486 shares; 2025Q1: 22,422 shares; 2025Q2: not reported; 2025Q3: 15,486 shares; 2025Q4: 24,437 shares; 2026Q1: 7,388 shares; 2026Q2: 7,289 shares 7,289 $630K 0.03% -99 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,624 shares; 2024Q4: 7,049 shares; 2025Q1: 7,049 shares; 2025Q2: 7,049 shares; 2025Q3: 18,494 shares; 2025Q4: 16,494 shares; 2026Q1: 16,494 shares; 2026Q2: 16,494 shares 16,494 $628K 0.03% 0 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: 39,036 shares; 2024Q4: 29,856 shares; 2025Q1: 30,801 shares; 2025Q2: 38,684 shares; 2025Q3: 40,410 shares; 2025Q4: 22,079 shares; 2026Q1: 25,501 shares; 2026Q2: 30,268 shares 30,268 $627K 0.03% +4,767 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: 1,025 shares; 2024Q4: 961 shares; 2025Q1: 890 shares; 2025Q2: 1,013 shares; 2025Q3: 1,145 shares; 2025Q4: 1,036 shares; 2026Q1: 1,044 shares; 2026Q2: 618 shares 618 $625K 0.03% -426 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,783 shares; 2024Q4: 10,939 shares; 2025Q1: 10,343 shares; 2025Q2: 6,259 shares; 2025Q3: 22,378 shares; 2025Q4: 21,530 shares; 2026Q1: 8,205 shares; 2026Q2: 8,070 shares 8,070 $625K 0.03% -135 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: 2,552 shares; 2024Q4: 2,470 shares; 2025Q1: 2,943 shares; 2025Q2: not reported; 2025Q3: 4,211 shares; 2025Q4: 2,643 shares; 2026Q1: 2,704 shares; 2026Q2: 3,153 shares 3,153 $623K 0.03% +449 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: 3,351 shares; 2024Q4: 3,349 shares; 2025Q1: 3,349 shares; 2025Q2: not reported; 2025Q3: 4,357 shares; 2025Q4: 4,275 shares; 2026Q1: 3,901 shares; 2026Q2: 3,762 shares 3,762 $619K 0.03% -139 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: 72 shares; 2024Q4: 70 shares; 2025Q1: 80 shares; 2025Q2: 105 shares; 2025Q3: 114 shares; 2025Q4: 155 shares; 2026Q1: 160 shares; 2026Q2: 3,472 shares 3,472 $619K 0.03% +3,312 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,099 shares; 2025Q1: 9,099 shares; 2025Q2: 8,780 shares; 2025Q3: 8,730 shares; 2025Q4: 77,501 shares; 2026Q1: 68,227 shares; 2026Q2: 17,361 shares 17,361 $618K 0.03% -50,866 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,905 shares; 2025Q3: 19,631 shares; 2025Q4: 19,941 shares; 2026Q1: 19,825 shares; 2026Q2: 19,706 shares 19,706 $616K 0.03% -119 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 2,293 shares; 2025Q2: 4,179 shares; 2025Q3: 4,371 shares; 2025Q4: 2,423 shares; 2026Q1: 2,467 shares; 2026Q2: 2,501 shares 2,501 $613K 0.03% +34 Timeline FTA 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: 12,906 shares; 2024Q4: 29,371 shares; 2025Q1: 23,400 shares; 2025Q2: 16,518 shares; 2025Q3: 12,942 shares; 2025Q4: 9,239 shares; 2026Q1: 6,908 shares; 2026Q2: 6,270 shares 6,270 $607K 0.03% -638 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA 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: 7,045 shares; 2026Q2: 7,045 shares 7,045 $604K 0.03% 0 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,987 shares; 2024Q4: 10,987 shares; 2025Q1: 10,987 shares; 2025Q2: 11,287 shares; 2025Q3: 14,503 shares; 2025Q4: 14,503 shares; 2026Q1: 14,503 shares; 2026Q2: 14,625 shares 14,625 $597K 0.03% +122 Timeline SCHH 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: 13,829 shares; 2024Q4: 13,649 shares; 2025Q1: 15,919 shares; 2025Q2: not reported; 2025Q3: 15,179 shares; 2025Q4: 24,721 shares; 2026Q1: 26,212 shares; 2026Q2: 25,171 shares 25,171 $596K 0.03% -1,041 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: 2,856 shares; 2024Q4: 2,653 shares; 2025Q1: 2,403 shares; 2025Q2: not reported; 2025Q3: 2,680 shares; 2025Q4: 3,751 shares; 2026Q1: 3,636 shares; 2026Q2: 2,361 shares 2,361 $596K 0.03% -1,275 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,503 shares 6,503 $589K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,269 shares; 2024Q4: 3,999 shares; 2025Q1: 7,258 shares; 2025Q2: 10,068 shares; 2025Q3: 10,788 shares; 2025Q4: 6,489 shares; 2026Q1: 6,049 shares; 2026Q2: 5,123 shares 5,123 $585K 0.03% -926 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,665 shares; 2024Q4: 6,614 shares; 2025Q1: 6,404 shares; 2025Q2: 7,360 shares; 2025Q3: 7,342 shares; 2025Q4: 5,513 shares; 2026Q1: 6,433 shares; 2026Q2: 5,550 shares 5,550 $577K 0.03% -883 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: 6,193 shares; 2024Q4: 6,193 shares; 2025Q1: 5,903 shares; 2025Q2: 5,201 shares; 2025Q3: 5,202 shares; 2025Q4: 4,715 shares; 2026Q1: 4,716 shares; 2026Q2: 4,715 shares 4,715 $577K 0.03% -1 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: 4,935 shares; 2024Q4: 5,070 shares; 2025Q1: 4,875 shares; 2025Q2: 5,554 shares; 2025Q3: 4,735 shares; 2025Q4: 5,384 shares; 2026Q1: 3,743 shares; 2026Q2: 3,513 shares 3,513 $575K 0.03% -230 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: 7,653 shares; 2024Q4: 7,010 shares; 2025Q1: 7,018 shares; 2025Q2: 8,818 shares; 2025Q3: 8,958 shares; 2025Q4: 6,722 shares; 2026Q1: 8,268 shares; 2026Q2: 5,954 shares 5,954 $573K 0.03% -2,314 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: 638 shares; 2024Q4: 617 shares; 2025Q1: 576 shares; 2025Q2: 629 shares; 2025Q3: 665 shares; 2025Q4: 630 shares; 2026Q1: 673 shares; 2026Q2: 584 shares 584 $571K 0.03% -89 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 27,399 shares 27,399 $569K 0.03% new 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: 6,438 shares; 2024Q4: 6,530 shares; 2025Q1: 6,809 shares; 2025Q2: 9,538 shares; 2025Q3: 11,079 shares; 2025Q4: 8,159 shares; 2026Q1: 8,767 shares; 2026Q2: 7,901 shares 7,901 $568K 0.03% -866 Timeline PTH 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: 10,632 shares; 2024Q4: 10,321 shares; 2025Q1: 10,234 shares; 2025Q2: 9,701 shares; 2025Q3: 10,492 shares; 2025Q4: 9,326 shares; 2026Q1: 9,488 shares; 2026Q2: 9,492 shares 9,492 $567K 0.03% +4 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: 85,268 shares; 2024Q4: 88,022 shares; 2025Q1: 89,318 shares; 2025Q2: 88,051 shares; 2025Q3: 89,146 shares; 2025Q4: 82,659 shares; 2026Q1: 21,105 shares; 2026Q2: 3,061 shares 3,061 $567K 0.03% -18,044 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: 12,174 shares; 2024Q4: 11,986 shares; 2025Q1: 46,182 shares; 2025Q2: 52,990 shares; 2025Q3: 59,054 shares; 2025Q4: 54,083 shares; 2026Q1: 59,603 shares; 2026Q2: 10,526 shares 10,526 $564K 0.03% -49,077 Timeline PEY 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: 38,496 shares; 2024Q4: 39,550 shares; 2025Q1: 35,709 shares; 2025Q2: 34,049 shares; 2025Q3: 32,933 shares; 2025Q4: 31,024 shares; 2026Q1: 25,765 shares; 2026Q2: 24,332 shares 24,332 $564K 0.03% -1,433 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,366 shares; 2024Q4: 11,299 shares; 2025Q1: 15,157 shares; 2025Q2: 12,849 shares; 2025Q3: 12,822 shares; 2025Q4: 12,131 shares; 2026Q1: 11,216 shares; 2026Q2: 7,395 shares 7,395 $563K 0.03% -3,821 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,182 shares; 2026Q2: 5,612 shares 5,612 $563K 0.03% +430 Timeline ARKF ARK ETF TR More: the full row for ARK 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: 4,176 shares; 2025Q3: 3,730 shares; 2025Q4: not reported; 2026Q1: 269,823 shares; 2026Q2: 14,179 shares 14,179 $560K 0.03% -255,644 Timeline PRFZ 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: 39,902 shares; 2024Q4: 42,240 shares; 2025Q1: 43,204 shares; 2025Q2: 48,364 shares; 2025Q3: 47,510 shares; 2025Q4: 36,762 shares; 2026Q1: 17,367 shares; 2026Q2: 10,021 shares 10,021 $559K 0.03% -7,346 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,425 shares; 2025Q2: 8,667 shares; 2025Q3: 9,225 shares; 2025Q4: 17,648 shares; 2026Q1: 18,279 shares; 2026Q2: 11,181 shares 11,181 $557K 0.03% -7,098 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: not reported; 2024Q4: 2,971 shares; 2025Q1: 3,041 shares; 2025Q2: 1,994,936 shares; 2025Q3: 9,625 shares; 2025Q4: 6,683 shares; 2026Q1: 6,563 shares; 2026Q2: 6,030 shares 6,030 $556K 0.03% -533 Timeline