AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,279,719 shares; 2024Q4: 2,278,234 shares; 2025Q1: 2,254,446 shares; 2025Q2: 2,253,126 shares; 2025Q3: 2,261,452 shares; 2025Q4: 2,226,109 shares; 2026Q1: 2,190,272 shares; 2026Q2: 1,864,685 shares 1,864,685 $540M 2.47% -325,587 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: 3,885,583 shares; 2024Q4: 4,058,916 shares; 2025Q1: 4,222,404 shares; 2025Q2: 4,010,594 shares; 2025Q3: 4,380,916 shares; 2025Q4: 4,808,867 shares; 2026Q1: 4,986,884 shares; 2026Q2: 5,956,478 shares 5,956,478 $523M 2.4% +969,594 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: 2,173,553 shares; 2024Q4: 2,201,833 shares; 2025Q1: 2,093,994 shares; 2025Q2: 2,188,140 shares; 2025Q3: 2,140,573 shares; 2025Q4: 2,121,280 shares; 2026Q1: 2,123,308 shares; 2026Q2: 2,252,700 shares 2,252,700 $451M 2.06% +129,392 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: 1,153,604 shares; 2024Q4: 2,183,497 shares; 2025Q1: 1,115,124 shares; 2025Q2: 1,165,863 shares; 2025Q3: 1,160,240 shares; 2025Q4: 1,139,796 shares; 2026Q1: 1,175,472 shares; 2026Q2: 1,155,248 shares 1,155,248 $427M 1.96% -20,224 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: 536,986 shares; 2024Q4: 549,059 shares; 2025Q1: 580,083 shares; 2025Q2: 605,364 shares; 2025Q3: 586,040 shares; 2025Q4: 585,909 shares; 2026Q1: 570,509 shares; 2026Q2: 552,548 shares 552,548 $413M 1.89% -17,961 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518,631 shares; 2024Q4: 513,311 shares; 2025Q1: 492,981 shares; 2025Q2: 504,275 shares; 2025Q3: 519,530 shares; 2025Q4: 500,166 shares; 2026Q1: 476,865 shares; 2026Q2: 500,325 shares 500,325 $368M 1.69% +23,460 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: 657,510 shares; 2024Q4: 693,008 shares; 2025Q1: 609,966 shares; 2025Q2: 774,940 shares; 2025Q3: 830,262 shares; 2025Q4: 904,077 shares; 2026Q1: 895,507 shares; 2026Q2: 1,100,665 shares 1,100,665 $333M 1.53% +205,158 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,875,865 shares; 2024Q4: 2,995,112 shares; 2025Q1: 2,854,539 shares; 2025Q2: 2,444,532 shares; 2025Q3: 2,068,650 shares; 2025Q4: 2,176,695 shares; 2026Q1: 2,190,526 shares; 2026Q2: 2,619,648 shares 2,619,648 $312M 1.43% +429,122 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: 1,059,286 shares; 2024Q4: 1,481,090 shares; 2025Q1: 1,946,593 shares; 2025Q2: 2,881,541 shares; 2025Q3: 3,139,162 shares; 2025Q4: 3,511,207 shares; 2026Q1: 3,751,433 shares; 2026Q2: 5,858,151 shares 5,858,151 $289M 1.32% +2,106,718 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: 1,639,849 shares; 2024Q4: 1,835,062 shares; 2025Q1: 1,902,358 shares; 2025Q2: 2,337,390 shares; 2025Q3: 2,440,958 shares; 2025Q4: 2,610,967 shares; 2026Q1: 2,603,193 shares; 2026Q2: 3,198,885 shares 3,198,885 $259M 1.19% +595,692 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: 977,953 shares; 2024Q4: 994,705 shares; 2025Q1: 978,321 shares; 2025Q2: 1,025,003 shares; 2025Q3: 1,050,089 shares; 2025Q4: 1,027,999 shares; 2026Q1: 1,043,444 shares; 2026Q2: 1,054,189 shares 1,054,189 $251M 1.15% +10,745 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,948,173 shares; 2024Q4: 3,028,959 shares; 2025Q1: 3,021,322 shares; 2025Q2: 2,879,644 shares; 2025Q3: 2,845,996 shares; 2025Q4: 3,200,578 shares; 2026Q1: 3,093,207 shares; 2026Q2: 2,629,977 shares 2,629,977 $239M 1.09% -463,230 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: 591,503 shares; 2024Q4: 600,392 shares; 2025Q1: 609,628 shares; 2025Q2: 619,591 shares; 2025Q3: 620,040 shares; 2025Q4: 629,243 shares; 2026Q1: 636,936 shares; 2026Q2: 607,118 shares 607,118 $226M 1.04% -29,818 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,822 shares; 2024Q4: 22,556 shares; 2025Q1: 65,710 shares; 2025Q2: 505,074 shares; 2025Q3: 1,988,733 shares; 2025Q4: 2,630,270 shares; 2026Q1: 3,555,302 shares; 2026Q2: 3,894,546 shares 3,894,546 $208M 0.95% +339,244 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: 560,215 shares; 2024Q4: 523,468 shares; 2025Q1: 507,285 shares; 2025Q2: 534,286 shares; 2025Q3: 556,743 shares; 2025Q4: 1,151,931 shares; 2026Q1: 1,273,909 shares; 2026Q2: 997,926 shares 997,926 $190M 0.87% -275,983 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: 2,761,731 shares; 2024Q4: 2,962,779 shares; 2025Q1: 3,411,517 shares; 2025Q2: 2,925,054 shares; 2025Q3: 2,881,083 shares; 2025Q4: 2,831,792 shares; 2026Q1: 2,764,634 shares; 2026Q2: 3,052,238 shares 3,052,238 $186M 0.85% +287,604 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: 300,132 shares; 2024Q4: 296,572 shares; 2025Q1: 300,239 shares; 2025Q2: 316,839 shares; 2025Q3: 316,281 shares; 2025Q4: 294,380 shares; 2026Q1: 300,100 shares; 2026Q2: 234,959 shares 234,959 $161M 0.74% -65,141 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: 1,003,570 shares; 2024Q4: 1,013,848 shares; 2025Q1: 1,025,271 shares; 2025Q2: 1,045,586 shares; 2025Q3: 983,454 shares; 2025Q4: 1,069,607 shares; 2026Q1: 1,084,070 shares; 2026Q2: 696,736 shares 696,736 $152M 0.7% -387,334 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: 400,144 shares; 2024Q4: 412,497 shares; 2025Q1: 420,356 shares; 2025Q2: 438,792 shares; 2025Q3: 440,496 shares; 2025Q4: 439,316 shares; 2026Q1: 427,193 shares; 2026Q2: 407,843 shares 407,843 $146M 0.67% -19,350 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: 314,579 shares; 2024Q4: 314,379 shares; 2025Q1: 323,294 shares; 2025Q2: 337,518 shares; 2025Q3: 338,945 shares; 2025Q4: 323,792 shares; 2026Q1: 320,548 shares; 2026Q2: 290,949 shares 290,949 $146M 0.67% -29,599 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: 430,478 shares; 2024Q4: 442,834 shares; 2025Q1: 435,776 shares; 2025Q2: 443,721 shares; 2025Q3: 443,480 shares; 2025Q4: 443,801 shares; 2026Q1: 441,551 shares; 2026Q2: 406,713 shares 406,713 $144M 0.66% -34,838 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: 576,875 shares; 2024Q4: 596,151 shares; 2025Q1: 603,855 shares; 2025Q2: 616,892 shares; 2025Q3: 617,078 shares; 2025Q4: 617,239 shares; 2026Q1: 593,665 shares; 2026Q2: 597,388 shares 597,388 $141M 0.65% +3,723 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: 285,823 shares; 2024Q4: 280,146 shares; 2025Q1: 274,790 shares; 2025Q2: 275,165 shares; 2025Q3: 272,940 shares; 2025Q4: 269,696 shares; 2026Q1: 265,688 shares; 2026Q2: 1,104,755 shares 1,104,755 $137M 0.63% +839,067 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: 1,598,870 shares; 2024Q4: 1,904,283 shares; 2025Q1: 2,350,027 shares; 2025Q2: 2,622,336 shares; 2025Q3: 2,558,774 shares; 2025Q4: 2,749,527 shares; 2026Q1: 2,851,717 shares; 2026Q2: 3,018,667 shares 3,018,667 $134M 0.61% +166,950 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: 411,467 shares; 2024Q4: 420,612 shares; 2025Q1: 435,267 shares; 2025Q2: 438,014 shares; 2025Q3: 442,476 shares; 2025Q4: 464,381 shares; 2026Q1: 471,472 shares; 2026Q2: 1,421,882 shares 1,421,882 $122M 0.56% +950,410 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: 1,477,936 shares; 2024Q4: 1,604,858 shares; 2025Q1: 1,676,798 shares; 2025Q2: 2,987,146 shares; 2025Q3: 3,192,939 shares; 2025Q4: 3,280,887 shares; 2026Q1: 3,271,223 shares; 2026Q2: 3,346,495 shares 3,346,495 $122M 0.56% +75,272 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: 1,462,231 shares; 2024Q4: 2,732,198 shares; 2025Q1: 1,312,697 shares; 2025Q2: 1,291,134 shares; 2025Q3: 1,508,409 shares; 2025Q4: 1,419,531 shares; 2026Q1: 1,407,611 shares; 2026Q2: 1,181,665 shares 1,181,665 $113M 0.52% -225,946 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,472 shares; 2024Q4: 135,338 shares; 2025Q1: 180,412 shares; 2025Q2: 247,015 shares; 2025Q3: 494,038 shares; 2025Q4: 408,059 shares; 2026Q1: 479,593 shares; 2026Q2: 1,095,108 shares 1,095,108 $108M 0.49% +615,515 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: 93,024 shares; 2024Q4: 101,142 shares; 2025Q1: 89,964 shares; 2025Q2: 100,553 shares; 2025Q3: 111,824 shares; 2025Q4: 115,784 shares; 2026Q1: 163,100 shares; 2026Q2: 164,599 shares 164,599 $108M 0.49% +1,499 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: 331,786 shares; 2024Q4: 334,090 shares; 2025Q1: 309,018 shares; 2025Q2: 328,829 shares; 2025Q3: 314,952 shares; 2025Q4: 319,951 shares; 2026Q1: 309,990 shares; 2026Q2: 280,285 shares 280,285 $106M 0.48% -29,705 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: 841,503 shares; 2024Q4: 1,986,336 shares; 2025Q1: 1,151,508 shares; 2025Q2: 1,199,797 shares; 2025Q3: 1,361,308 shares; 2025Q4: 2,001,153 shares; 2026Q1: 2,116,973 shares; 2026Q2: 2,352,921 shares 2,352,921 $105M 0.48% +235,948 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: 332,742 shares; 2024Q4: 599,062 shares; 2025Q1: 351,234 shares; 2025Q2: 365,982 shares; 2025Q3: 365,087 shares; 2025Q4: 373,153 shares; 2026Q1: 365,394 shares; 2026Q2: 306,392 shares 306,392 $100M 0.46% -59,002 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: 213,961 shares; 2024Q4: 206,470 shares; 2025Q1: 224,968 shares; 2025Q2: 244,938 shares; 2025Q3: 225,826 shares; 2025Q4: 212,052 shares; 2026Q1: 212,830 shares; 2026Q2: 235,811 shares 235,811 $99.2M 0.45% +22,981 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: 126,090 shares; 2024Q4: 131,351 shares; 2025Q1: 134,130 shares; 2025Q2: 145,270 shares; 2025Q3: 152,145 shares; 2025Q4: 169,741 shares; 2026Q1: 170,863 shares; 2026Q2: 174,177 shares 174,177 $98.1M 0.45% +3,314 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: 836,435 shares; 2024Q4: 1,080,217 shares; 2025Q1: 1,497,116 shares; 2025Q2: 1,789,017 shares; 2025Q3: 1,923,568 shares; 2025Q4: 1,982,001 shares; 2026Q1: 2,093,186 shares; 2026Q2: 2,055,511 shares 2,055,511 $97M 0.44% -37,675 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: 2,422,439 shares; 2024Q4: 2,344,164 shares; 2025Q1: 2,228,694 shares; 2025Q2: 2,087,321 shares; 2025Q3: 2,087,223 shares; 2025Q4: 2,013,003 shares; 2026Q1: 2,028,656 shares; 2026Q2: 1,814,219 shares 1,814,219 $91.4M 0.42% -214,437 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: 85,125 shares; 2024Q4: 98,177 shares; 2025Q1: 102,349 shares; 2025Q2: 92,556 shares; 2025Q3: 84,113 shares; 2025Q4: 81,465 shares; 2026Q1: 83,035 shares; 2026Q2: 78,484 shares 78,484 $90.6M 0.41% -4,551 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: 566,250 shares; 2024Q4: 579,484 shares; 2025Q1: 494,881 shares; 2025Q2: 433,620 shares; 2025Q3: 427,123 shares; 2025Q4: 421,963 shares; 2026Q1: 524,881 shares; 2026Q2: 419,044 shares 419,044 $89.2M 0.41% -105,837 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,667 shares; 2024Q4: 103,390 shares; 2025Q1: 125,575 shares; 2025Q2: 153,358 shares; 2025Q3: 516,283 shares; 2025Q4: 526,850 shares; 2026Q1: 562,480 shares; 2026Q2: 550,659 shares 550,659 $89M 0.41% -11,821 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: 254,028 shares; 2024Q4: 250,420 shares; 2025Q1: 263,880 shares; 2025Q2: 309,632 shares; 2025Q3: 293,277 shares; 2025Q4: 286,923 shares; 2026Q1: 309,008 shares; 2026Q2: 237,481 shares 237,481 $87.5M 0.4% -71,527 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: 134,367 shares; 2024Q4: 133,037 shares; 2025Q1: 107,833 shares; 2025Q2: 109,935 shares; 2025Q3: 118,744 shares; 2025Q4: 115,169 shares; 2026Q1: 104,024 shares; 2026Q2: 149,062 shares 149,062 $86.6M 0.4% +45,038 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357,845 shares; 2024Q4: 369,445 shares; 2025Q1: 391,291 shares; 2025Q2: 255,094 shares; 2025Q3: 231,544 shares; 2025Q4: 157,056 shares; 2026Q1: 175,311 shares; 2026Q2: 685,640 shares 685,640 $85.5M 0.39% +510,329 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: 852,354 shares; 2024Q4: 949,571 shares; 2025Q1: 931,283 shares; 2025Q2: 891,739 shares; 2025Q3: 999,858 shares; 2025Q4: 850,601 shares; 2026Q1: 886,723 shares; 2026Q2: 881,426 shares 881,426 $80.8M 0.37% -5,297 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: 299,657 shares; 2024Q4: 346,956 shares; 2025Q1: 410,829 shares; 2025Q2: 545,298 shares; 2025Q3: 768,234 shares; 2025Q4: 1,130,116 shares; 2026Q1: 1,249,748 shares; 2026Q2: 1,186,443 shares 1,186,443 $80.7M 0.37% -63,305 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: 2,717,648 shares; 2024Q4: 2,542,423 shares; 2025Q1: 2,329,639 shares; 2025Q2: 2,615,438 shares; 2025Q3: 2,413,133 shares; 2025Q4: 1,989,353 shares; 2026Q1: 2,316,049 shares; 2026Q2: 1,567,010 shares 1,567,010 $78.9M 0.36% -749,039 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: 201,308 shares; 2024Q4: 195,820 shares; 2025Q1: 241,644 shares; 2025Q2: 238,525 shares; 2025Q3: 414,549 shares; 2025Q4: 493,261 shares; 2026Q1: 499,441 shares; 2026Q2: 807,051 shares 807,051 $77.9M 0.36% +307,610 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: 556,391 shares; 2024Q4: 967,673 shares; 2025Q1: 578,891 shares; 2025Q2: 590,111 shares; 2025Q3: 593,020 shares; 2025Q4: 592,601 shares; 2026Q1: 669,612 shares; 2026Q2: 562,396 shares 562,396 $76.9M 0.35% -107,216 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: 325,853 shares; 2024Q4: 314,886 shares; 2025Q1: 322,231 shares; 2025Q2: 329,246 shares; 2025Q3: 333,868 shares; 2025Q4: 336,342 shares; 2026Q1: 333,796 shares; 2026Q2: 309,791 shares 309,791 $75.1M 0.34% -24,005 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,023 shares; 2024Q4: 463,371 shares; 2025Q1: 534,555 shares; 2025Q2: 930,707 shares; 2025Q3: 900,613 shares; 2025Q4: 1,153,475 shares; 2026Q1: 1,302,260 shares; 2026Q2: 1,113,144 shares 1,113,144 $73.5M 0.34% -189,116 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: 352,608 shares; 2024Q4: 349,121 shares; 2025Q1: 347,755 shares; 2025Q2: 356,700 shares; 2025Q3: 354,051 shares; 2025Q4: 365,511 shares; 2026Q1: 367,376 shares; 2026Q2: 237,908 shares 237,908 $72.1M 0.33% -129,468 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,081,747 shares; 2024Q4: 1,160,956 shares; 2025Q1: 1,185,847 shares; 2025Q2: 1,054,166 shares; 2025Q3: 1,023,845 shares; 2025Q4: 1,036,113 shares; 2026Q1: 1,119,846 shares; 2026Q2: 1,382,153 shares 1,382,153 $71.6M 0.33% +262,307 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: 257,570 shares; 2024Q4: 435,449 shares; 2025Q1: 254,360 shares; 2025Q2: 259,552 shares; 2025Q3: 287,968 shares; 2025Q4: 307,949 shares; 2026Q1: 312,409 shares; 2026Q2: 277,688 shares 277,688 $70.5M 0.32% -34,721 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: 171,126 shares; 2024Q4: 163,374 shares; 2025Q1: 727,242 shares; 2025Q2: 1,289,219 shares; 2025Q3: 1,485,129 shares; 2025Q4: 1,440,074 shares; 2026Q1: 1,510,419 shares; 2026Q2: 1,530,984 shares 1,530,984 $69.6M 0.32% +20,565 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: 583,849 shares; 2024Q4: 1,053,697 shares; 2025Q1: 572,333 shares; 2025Q2: 570,720 shares; 2025Q3: 559,432 shares; 2025Q4: 526,039 shares; 2026Q1: 531,582 shares; 2026Q2: 468,586 shares 468,586 $69.5M 0.32% -62,996 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: 67,981 shares; 2024Q4: 67,796 shares; 2025Q1: 65,353 shares; 2025Q2: 74,265 shares; 2025Q3: 80,287 shares; 2025Q4: 83,274 shares; 2026Q1: 84,515 shares; 2026Q2: 65,219 shares 65,219 $69.5M 0.32% -19,296 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: 62,632 shares; 2024Q4: 63,411 shares; 2025Q1: 67,324 shares; 2025Q2: 71,112 shares; 2025Q3: 73,046 shares; 2025Q4: 73,280 shares; 2026Q1: 75,128 shares; 2026Q2: 832,385 shares 832,385 $68.8M 0.31% +757,257 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: 329,727 shares; 2024Q4: 349,672 shares; 2025Q1: 382,153 shares; 2025Q2: 358,349 shares; 2025Q3: 366,752 shares; 2025Q4: 360,588 shares; 2026Q1: 376,493 shares; 2026Q2: 370,646 shares 370,646 $68.7M 0.31% -5,847 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: 580,827 shares; 2024Q4: 584,514 shares; 2025Q1: 664,252 shares; 2025Q2: 691,656 shares; 2025Q3: 672,804 shares; 2025Q4: 686,794 shares; 2026Q1: 688,281 shares; 2026Q2: 497,075 shares 497,075 $68.4M 0.31% -191,206 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: 1,132,113 shares; 2024Q4: 1,087,292 shares; 2025Q1: 1,126,036 shares; 2025Q2: 1,075,550 shares; 2025Q3: 792,718 shares; 2025Q4: 805,228 shares; 2026Q1: 818,029 shares; 2026Q2: 910,954 shares 910,954 $68.3M 0.31% +92,925 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: 1,022,463 shares; 2024Q4: 1,092,806 shares; 2025Q1: 1,008,552 shares; 2025Q2: 1,083,445 shares; 2025Q3: 1,028,293 shares; 2025Q4: 949,241 shares; 2026Q1: 972,309 shares; 2026Q2: 870,006 shares 870,006 $67.1M 0.31% -102,303 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,913 shares; 2026Q1: 37,257 shares; 2026Q2: 2,207,692 shares 2,207,692 $66.8M 0.31% +2,170,435 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: 415,541 shares; 2024Q4: 540,308 shares; 2025Q1: 595,046 shares; 2025Q2: 1,349,313 shares; 2025Q3: 1,174,948 shares; 2025Q4: 1,139,821 shares; 2026Q1: 1,265,076 shares; 2026Q2: 1,420,756 shares 1,420,756 $66.6M 0.31% +155,680 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: 396,313 shares; 2024Q4: 357,980 shares; 2025Q1: 347,323 shares; 2025Q2: 331,639 shares; 2025Q3: 327,084 shares; 2025Q4: 259,694 shares; 2026Q1: 304,077 shares; 2026Q2: 395,834 shares 395,834 $65M 0.3% +91,757 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: 450,431 shares; 2024Q4: 510,880 shares; 2025Q1: 521,061 shares; 2025Q2: 550,237 shares; 2025Q3: 700,517 shares; 2025Q4: 703,128 shares; 2026Q1: 834,375 shares; 2026Q2: 760,554 shares 760,554 $65M 0.3% -73,821 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632,126 shares; 2024Q4: 1,449,522 shares; 2025Q1: 1,431,750 shares; 2025Q2: 1,241,772 shares; 2025Q3: 1,214,240 shares; 2025Q4: 1,189,659 shares; 2026Q1: 969,204 shares; 2026Q2: 1,125,006 shares 1,125,006 $64.9M 0.3% +155,802 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,014 shares; 2024Q4: 307,878 shares; 2025Q1: 703,620 shares; 2025Q2: 759,327 shares; 2025Q3: 915,381 shares; 2025Q4: 932,480 shares; 2026Q1: 950,313 shares; 2026Q2: 748,700 shares 748,700 $61.8M 0.28% -201,613 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: 182,786 shares; 2024Q4: 183,567 shares; 2025Q1: 188,017 shares; 2025Q2: 192,431 shares; 2025Q3: 203,695 shares; 2025Q4: 197,238 shares; 2026Q1: 231,766 shares; 2026Q2: 203,897 shares 203,897 $61.3M 0.28% -27,869 Timeline MINT 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: 173,541 shares; 2024Q4: 168,209 shares; 2025Q1: 243,043 shares; 2025Q2: 226,227 shares; 2025Q3: 235,283 shares; 2025Q4: 260,427 shares; 2026Q1: 294,524 shares; 2026Q2: 599,952 shares 599,952 $60.5M 0.28% +305,428 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: 1,065,386 shares; 2024Q4: 1,877,026 shares; 2025Q1: 1,045,756 shares; 2025Q2: 963,904 shares; 2025Q3: 1,001,058 shares; 2025Q4: 1,010,618 shares; 2026Q1: 969,583 shares; 2026Q2: 960,111 shares 960,111 $59M 0.27% -9,472 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: 276,159 shares; 2024Q4: 477,337 shares; 2025Q1: 268,894 shares; 2025Q2: 279,936 shares; 2025Q3: 276,383 shares; 2025Q4: 284,094 shares; 2026Q1: 266,246 shares; 2026Q2: 233,214 shares 233,214 $58.7M 0.27% -33,032 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: 5,174 shares; 2025Q3: 10,573 shares; 2025Q4: 165,588 shares; 2026Q1: 313,692 shares; 2026Q2: 636,925 shares 636,925 $58.6M 0.27% +323,233 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: 101,412 shares; 2024Q4: 141,186 shares; 2025Q1: 146,615 shares; 2025Q2: 143,175 shares; 2025Q3: 134,246 shares; 2025Q4: 254,783 shares; 2026Q1: 293,576 shares; 2026Q2: 456,748 shares 456,748 $58.4M 0.27% +163,172 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: 529,830 shares; 2024Q4: 506,676 shares; 2025Q1: 505,966 shares; 2025Q2: 533,569 shares; 2025Q3: 511,005 shares; 2025Q4: 503,255 shares; 2026Q1: 492,726 shares; 2026Q2: 600,897 shares 600,897 $58M 0.27% +108,171 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: 62,005 shares; 2024Q4: 61,528 shares; 2025Q1: 65,721 shares; 2025Q2: 66,217 shares; 2025Q3: 67,246 shares; 2025Q4: 63,395 shares; 2026Q1: 61,848 shares; 2026Q2: 483,603 shares 483,603 $57.8M 0.26% +421,755 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: 980,364 shares; 2024Q4: 2,944,018 shares; 2025Q1: 1,549,504 shares; 2025Q2: 1,690,937 shares; 2025Q3: 1,404,757 shares; 2025Q4: 1,389,338 shares; 2026Q1: 1,400,840 shares; 2026Q2: 1,163,049 shares 1,163,049 $56.8M 0.26% -237,791 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033,984 shares; 2024Q4: 1,533,825 shares; 2025Q1: 1,586,118 shares; 2025Q2: 1,193,504 shares; 2025Q3: 1,294,000 shares; 2025Q4: 1,361,300 shares; 2026Q1: 1,444,960 shares; 2026Q2: 1,282,902 shares 1,282,902 $55.3M 0.25% -162,058 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: 1,053,132 shares; 2024Q4: 1,127,122 shares; 2025Q1: 1,141,340 shares; 2025Q2: 1,214,699 shares; 2025Q3: 1,045,025 shares; 2025Q4: 946,077 shares; 2026Q1: 938,814 shares; 2026Q2: 725,570 shares 725,570 $55M 0.25% -213,244 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: 210,808 shares; 2024Q4: 208,700 shares; 2025Q1: 229,332 shares; 2025Q2: 225,957 shares; 2025Q3: 222,280 shares; 2025Q4: 221,285 shares; 2026Q1: 209,756 shares; 2026Q2: 678,443 shares 678,443 $54.7M 0.25% +468,687 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: 61,811 shares; 2024Q4: 62,233 shares; 2025Q1: 70,344 shares; 2025Q2: 78,145 shares; 2025Q3: 80,340 shares; 2025Q4: 76,933 shares; 2026Q1: 82,424 shares; 2026Q2: 538,409 shares 538,409 $54.5M 0.25% +455,985 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532,230 shares; 2024Q4: 659,006 shares; 2025Q1: 645,035 shares; 2025Q2: 692,063 shares; 2025Q3: 693,923 shares; 2025Q4: 802,494 shares; 2026Q1: 1,038,879 shares; 2026Q2: 1,084,853 shares 1,084,853 $54.1M 0.25% +45,974 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: 372,502 shares; 2024Q4: 375,089 shares; 2025Q1: 376,680 shares; 2025Q2: 377,860 shares; 2025Q3: 383,952 shares; 2025Q4: 376,884 shares; 2026Q1: 382,664 shares; 2026Q2: 338,797 shares 338,797 $53.5M 0.25% -43,867 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,759 shares; 2024Q4: 174,422 shares; 2025Q1: 177,390 shares; 2025Q2: 182,209 shares; 2025Q3: 184,273 shares; 2025Q4: 188,483 shares; 2026Q1: 195,622 shares; 2026Q2: 153,745 shares 153,745 $52.7M 0.24% -41,877 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: 1,244,270 shares; 2024Q4: 1,267,193 shares; 2025Q1: 1,169,904 shares; 2025Q2: 896,715 shares; 2025Q3: 902,116 shares; 2025Q4: 872,484 shares; 2026Q1: 846,222 shares; 2026Q2: 778,352 shares 778,352 $52.6M 0.24% -67,870 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: 1,094,212 shares; 2024Q4: 845,683 shares; 2025Q1: 808,253 shares; 2025Q2: 771,221 shares; 2025Q3: 730,079 shares; 2025Q4: 647,556 shares; 2026Q1: 531,050 shares; 2026Q2: 557,490 shares 557,490 $52.4M 0.24% +26,440 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: 437,372 shares; 2024Q4: 463,077 shares; 2025Q1: 496,473 shares; 2025Q2: 537,489 shares; 2025Q3: 464,570 shares; 2025Q4: 400,404 shares; 2026Q1: 404,816 shares; 2026Q2: 238,302 shares 238,302 $52.3M 0.24% -166,514 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016,343 shares; 2024Q4: 1,034,393 shares; 2025Q1: 1,074,987 shares; 2025Q2: 1,058,176 shares; 2025Q3: 620,971 shares; 2025Q4: 658,714 shares; 2026Q1: 693,592 shares; 2026Q2: 664,596 shares 664,596 $51.7M 0.24% -28,996 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: 723,216 shares; 2024Q4: 749,782 shares; 2025Q1: 753,887 shares; 2025Q2: 746,916 shares; 2025Q3: 767,144 shares; 2025Q4: 772,874 shares; 2026Q1: 785,506 shares; 2026Q2: 453,568 shares 453,568 $51.4M 0.24% -331,938 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: 82,654 shares; 2024Q4: 80,668 shares; 2025Q1: 83,853 shares; 2025Q2: 119,723 shares; 2025Q3: 106,765 shares; 2025Q4: 112,779 shares; 2026Q1: 108,560 shares; 2026Q2: 106,381 shares 106,381 $50.8M 0.23% -2,179 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: 307,169 shares; 2024Q4: 292,459 shares; 2025Q1: 287,183 shares; 2025Q2: 150,036 shares; 2025Q3: 142,483 shares; 2025Q4: 152,797 shares; 2026Q1: 141,411 shares; 2026Q2: 612,696 shares 612,696 $50.2M 0.23% +471,285 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: 1,468,953 shares; 2024Q4: 1,526,989 shares; 2025Q1: 1,614,369 shares; 2025Q2: 1,274,950 shares; 2025Q3: 1,317,320 shares; 2025Q4: 1,414,751 shares; 2026Q1: 1,462,240 shares; 2026Q2: 1,497,559 shares 1,497,559 $50.1M 0.23% +35,319 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: 352,019 shares; 2024Q4: 391,595 shares; 2025Q1: 347,452 shares; 2025Q2: 377,884 shares; 2025Q3: 487,513 shares; 2025Q4: 1,080,931 shares; 2026Q1: 1,196,871 shares; 2026Q2: 1,101,638 shares 1,101,638 $49.9M 0.23% -95,233 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: 808,714 shares; 2024Q4: 950,815 shares; 2025Q1: 976,648 shares; 2025Q2: 1,090,193 shares; 2025Q3: 1,155,391 shares; 2025Q4: 1,125,473 shares; 2026Q1: 1,283,840 shares; 2026Q2: 986,804 shares 986,804 $49.9M 0.23% -297,036 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: 1,251,698 shares; 2024Q4: 1,235,546 shares; 2025Q1: 1,028,744 shares; 2025Q2: 765,861 shares; 2025Q3: 748,070 shares; 2025Q4: 717,062 shares; 2026Q1: 707,761 shares; 2026Q2: 1,026,523 shares 1,026,523 $49.5M 0.23% +318,762 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: 159,546 shares; 2024Q4: 154,303 shares; 2025Q1: 229,059 shares; 2025Q2: 166,291 shares; 2025Q3: 149,328 shares; 2025Q4: 103,854 shares; 2026Q1: 253,727 shares; 2026Q2: 875,331 shares 875,331 $49.4M 0.23% +621,604 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: 335,877 shares; 2024Q4: 362,715 shares; 2025Q1: 404,852 shares; 2025Q2: 384,225 shares; 2025Q3: 403,028 shares; 2025Q4: 413,059 shares; 2026Q1: 394,309 shares; 2026Q2: 423,735 shares 423,735 $49.4M 0.23% +29,426 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: 214,050 shares; 2024Q4: 290,063 shares; 2025Q1: 431,842 shares; 2025Q2: 505,506 shares; 2025Q3: 558,094 shares; 2025Q4: 669,249 shares; 2026Q1: 674,763 shares; 2026Q2: 582,699 shares 582,699 $48.2M 0.22% -92,064 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: 136,732 shares; 2024Q4: 281,782 shares; 2025Q1: 111,372 shares; 2025Q2: 86,631 shares; 2025Q3: 86,287 shares; 2025Q4: 96,044 shares; 2026Q1: 113,713 shares; 2026Q2: 91,438 shares 91,438 $47.8M 0.22% -22,275 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: 472,857 shares; 2024Q4: 507,023 shares; 2025Q1: 530,997 shares; 2025Q2: 1,228,650 shares; 2025Q3: 1,255,630 shares; 2025Q4: 1,185,475 shares; 2026Q1: 1,219,939 shares; 2026Q2: 969,772 shares 969,772 $47.2M 0.22% -250,167 Timeline JAVA 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: 47,411 shares; 2024Q4: 121,336 shares; 2025Q1: 148,440 shares; 2025Q2: 183,071 shares; 2025Q3: 455,729 shares; 2025Q4: 467,909 shares; 2026Q1: 472,053 shares; 2026Q2: 591,136 shares 591,136 $46.9M 0.22% +119,083 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: 685,881 shares; 2024Q4: 776,452 shares; 2025Q1: 989,603 shares; 2025Q2: 1,157,567 shares; 2025Q3: 1,491,101 shares; 2025Q4: 1,169,556 shares; 2026Q1: 1,051,536 shares; 2026Q2: 921,560 shares 921,560 $46.5M 0.21% -129,976 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,889 shares; 2024Q4: 390,172 shares; 2025Q1: 1,187,735 shares; 2025Q2: 570,206 shares; 2025Q3: 545,029 shares; 2025Q4: 827,152 shares; 2026Q1: 916,635 shares; 2026Q2: 1,008,371 shares 1,008,371 $46.1M 0.21% +91,736 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: 219,057 shares; 2024Q4: 210,632 shares; 2025Q1: 75,489 shares; 2025Q2: 54,132 shares; 2025Q3: 54,284 shares; 2025Q4: 59,313 shares; 2026Q1: 56,707 shares; 2026Q2: 965,338 shares 965,338 $45.3M 0.21% +908,631 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: 127,456 shares; 2024Q4: 131,089 shares; 2025Q1: 142,514 shares; 2025Q2: 231,259 shares; 2025Q3: 178,954 shares; 2025Q4: 159,763 shares; 2026Q1: 170,297 shares; 2026Q2: 266,130 shares 266,130 $45.3M 0.21% +95,833 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,368 shares; 2024Q4: 218,359 shares; 2025Q1: 460,466 shares; 2025Q2: 564,735 shares; 2025Q3: 528,023 shares; 2025Q4: 595,558 shares; 2026Q1: 658,221 shares; 2026Q2: 544,143 shares 544,143 $44.6M 0.2% -114,078 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: 185,401 shares; 2024Q4: 182,547 shares; 2025Q1: 211,698 shares; 2025Q2: 303,306 shares; 2025Q3: 311,253 shares; 2025Q4: 320,284 shares; 2026Q1: 369,373 shares; 2026Q2: 494,162 shares 494,162 $44.5M 0.2% +124,789 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,690 shares; 2024Q4: 48,297 shares; 2025Q1: 44,357 shares; 2025Q2: 38,957 shares; 2025Q3: 42,121 shares; 2025Q4: 40,270 shares; 2026Q1: 50,738 shares; 2026Q2: 152,777 shares 152,777 $44.4M 0.2% +102,039 Timeline VALQ 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: 491,057 shares; 2024Q4: 526,177 shares; 2025Q1: 562,288 shares; 2025Q2: 576,636 shares; 2025Q3: 590,362 shares; 2025Q4: 606,170 shares; 2026Q1: 605,619 shares; 2026Q2: 634,114 shares 634,114 $44.2M 0.2% +28,495 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: 197,163 shares; 2024Q4: 201,170 shares; 2025Q1: 218,634 shares; 2025Q2: 284,590 shares; 2025Q3: 272,954 shares; 2025Q4: 331,044 shares; 2026Q1: 302,973 shares; 2026Q2: 190,486 shares 190,486 $43.3M 0.2% -112,487 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: 813,725 shares; 2024Q4: 823,193 shares; 2025Q1: 849,070 shares; 2025Q2: 696,973 shares; 2025Q3: 612,526 shares; 2025Q4: 556,163 shares; 2026Q1: 546,695 shares; 2026Q2: 687,662 shares 687,662 $42.8M 0.2% +140,967 Timeline FFLC 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: 11,408 shares; 2026Q2: 724,638 shares 724,638 $42.7M 0.2% +713,230 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: 405,646 shares; 2024Q4: 400,190 shares; 2025Q1: 459,058 shares; 2025Q2: 497,903 shares; 2025Q3: 524,769 shares; 2025Q4: 549,045 shares; 2026Q1: 547,102 shares; 2026Q2: 472,791 shares 472,791 $42.5M 0.19% -74,311 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: 49,296 shares; 2024Q4: 50,719 shares; 2025Q1: 50,844 shares; 2025Q2: 46,965 shares; 2025Q3: 46,571 shares; 2025Q4: 47,680 shares; 2026Q1: 57,710 shares; 2026Q2: 55,424 shares 55,424 $42.3M 0.19% -2,286 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: 396,207 shares; 2024Q4: 600,102 shares; 2025Q1: 944,724 shares; 2025Q2: 1,040,802 shares; 2025Q3: 1,003,159 shares; 2025Q4: 1,113,323 shares; 2026Q1: 1,155,451 shares; 2026Q2: 1,023,663 shares 1,023,663 $42.2M 0.19% -131,788 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: 342,201 shares; 2024Q4: 563,385 shares; 2025Q1: 354,259 shares; 2025Q2: 544,868 shares; 2025Q3: 623,723 shares; 2025Q4: 773,127 shares; 2026Q1: 766,809 shares; 2026Q2: 503,352 shares 503,352 $41.7M 0.19% -263,457 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: 1,007,307 shares; 2024Q4: 1,056,061 shares; 2025Q1: 1,087,369 shares; 2025Q2: 1,120,807 shares; 2025Q3: 1,057,615 shares; 2025Q4: 1,455,359 shares; 2026Q1: 1,497,797 shares; 2026Q2: 1,195,801 shares 1,195,801 $41.4M 0.19% -301,996 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: 20,098 shares; 2024Q4: 26,971 shares; 2025Q1: 33,484 shares; 2025Q2: 32,341 shares; 2025Q3: 34,724 shares; 2025Q4: 36,132 shares; 2026Q1: 36,692 shares; 2026Q2: 35,092 shares 35,092 $41.2M 0.19% -1,600 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: 48,706 shares; 2024Q4: 207,798 shares; 2025Q1: 254,289 shares; 2025Q2: 645,559 shares; 2025Q3: 1,648,341 shares; 2025Q4: 1,495,065 shares; 2026Q1: 1,512,486 shares; 2026Q2: 1,545,743 shares 1,545,743 $41M 0.19% +33,257 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: 197,326 shares; 2024Q4: 201,364 shares; 2025Q1: 201,212 shares; 2025Q2: 204,783 shares; 2025Q3: 213,270 shares; 2025Q4: 211,236 shares; 2026Q1: 212,909 shares; 2026Q2: 216,562 shares 216,562 $40.7M 0.19% +3,653 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: 699,786 shares; 2024Q4: 822,080 shares; 2025Q1: 1,127,628 shares; 2025Q2: 1,326,617 shares; 2025Q3: 674,316 shares; 2025Q4: 716,980 shares; 2026Q1: 657,981 shares; 2026Q2: 664,341 shares 664,341 $40.7M 0.19% +6,360 Timeline TBLL 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: 235,152 shares; 2024Q4: 222,451 shares; 2025Q1: 235,697 shares; 2025Q2: 296,726 shares; 2025Q3: 325,602 shares; 2025Q4: 326,886 shares; 2026Q1: 290,968 shares; 2026Q2: 378,125 shares 378,125 $39.9M 0.18% +87,157 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: 519,467 shares; 2024Q4: 1,669,849 shares; 2025Q1: 1,763,568 shares; 2025Q2: 1,830,412 shares; 2025Q3: 1,832,143 shares; 2025Q4: 1,533,988 shares; 2026Q1: 1,430,798 shares; 2026Q2: 1,255,770 shares 1,255,770 $39.8M 0.18% -175,028 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: 433,809 shares; 2024Q4: 432,055 shares; 2025Q1: 401,172 shares; 2025Q2: 430,836 shares; 2025Q3: 486,379 shares; 2025Q4: 452,922 shares; 2026Q1: 483,702 shares; 2026Q2: 398,188 shares 398,188 $39.4M 0.18% -85,514 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: 238,810 shares; 2024Q4: 394,608 shares; 2025Q1: 249,599 shares; 2025Q2: 259,030 shares; 2025Q3: 280,204 shares; 2025Q4: 279,127 shares; 2026Q1: 273,515 shares; 2026Q2: 237,172 shares 237,172 $39.3M 0.18% -36,343 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: 55,037 shares; 2025Q1: 60,701 shares; 2025Q2: 64,994 shares; 2025Q3: 63,506 shares; 2025Q4: 75,275 shares; 2026Q1: 73,419 shares; 2026Q2: 89,919 shares 89,919 $39M 0.18% +16,500 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,948 shares; 2024Q4: 384,003 shares; 2025Q1: 197,356 shares; 2025Q2: 193,653 shares; 2025Q3: 191,452 shares; 2025Q4: 191,291 shares; 2026Q1: 213,855 shares; 2026Q2: 249,102 shares 249,102 $38.9M 0.18% +35,247 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: 355,615 shares; 2024Q4: 334,352 shares; 2025Q1: 310,720 shares; 2025Q2: 420,535 shares; 2025Q3: 404,576 shares; 2025Q4: 468,029 shares; 2026Q1: 463,454 shares; 2026Q2: 399,230 shares 399,230 $38.6M 0.18% -64,224 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: 166,256 shares; 2024Q4: 288,856 shares; 2025Q1: 172,791 shares; 2025Q2: 176,847 shares; 2025Q3: 170,620 shares; 2025Q4: 176,460 shares; 2026Q1: 170,209 shares; 2026Q2: 136,253 shares 136,253 $38.3M 0.18% -33,956 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015,978 shares; 2024Q4: 1,805,237 shares; 2025Q1: 1,844,753 shares; 2025Q2: 1,040,693 shares; 2025Q3: 914,661 shares; 2025Q4: 950,203 shares; 2026Q1: 1,206,128 shares; 2026Q2: 1,338,880 shares 1,338,880 $38M 0.17% +132,752 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,629 shares; 2024Q4: 102,151 shares; 2025Q1: 101,280 shares; 2025Q2: 101,266 shares; 2025Q3: 107,188 shares; 2025Q4: 108,085 shares; 2026Q1: 257,027 shares; 2026Q2: 1,361,188 shares 1,361,188 $37.3M 0.17% +1,104,161 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: 228,244 shares; 2024Q4: 268,176 shares; 2025Q1: 279,997 shares; 2025Q2: 680,690 shares; 2025Q3: 921,484 shares; 2025Q4: 960,254 shares; 2026Q1: 975,241 shares; 2026Q2: 907,663 shares 907,663 $36.8M 0.17% -67,578 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: 133,541 shares; 2024Q4: 664,748 shares; 2025Q1: 376,875 shares; 2025Q2: 426,424 shares; 2025Q3: 470,511 shares; 2025Q4: 545,741 shares; 2026Q1: 600,133 shares; 2026Q2: 685,569 shares 685,569 $36.4M 0.17% +85,436 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: 379,784 shares; 2024Q4: 334,910 shares; 2025Q1: 303,624 shares; 2025Q2: 261,158 shares; 2025Q3: 241,405 shares; 2025Q4: 315,051 shares; 2026Q1: 278,763 shares; 2026Q2: 228,811 shares 228,811 $36.3M 0.17% -49,952 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: 843,097 shares; 2024Q4: 795,930 shares; 2025Q1: 283,317 shares; 2025Q2: 277,170 shares; 2025Q3: 255,950 shares; 2025Q4: 255,516 shares; 2026Q1: 258,226 shares; 2026Q2: 423,517 shares 423,517 $36.3M 0.17% +165,291 Timeline WTV 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: 5,512 shares; 2025Q1: 68,231 shares; 2025Q2: 74,191 shares; 2025Q3: 92,210 shares; 2025Q4: 113,936 shares; 2026Q1: 147,976 shares; 2026Q2: 355,607 shares 355,607 $36.2M 0.17% +207,631 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,874 shares; 2024Q4: 459,327 shares; 2025Q1: 538,411 shares; 2025Q2: 577,628 shares; 2025Q3: 638,657 shares; 2025Q4: 787,017 shares; 2026Q1: 899,094 shares; 2026Q2: 877,274 shares 877,274 $36.1M 0.17% -21,820 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: 341,081 shares; 2024Q4: 673,494 shares; 2025Q1: 387,318 shares; 2025Q2: 528,091 shares; 2025Q3: 506,183 shares; 2025Q4: 362,802 shares; 2026Q1: 369,048 shares; 2026Q2: 480,267 shares 480,267 $36M 0.16% +111,219 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: 846,925 shares; 2024Q4: 908,782 shares; 2025Q1: 868,921 shares; 2025Q2: 913,965 shares; 2025Q3: 962,890 shares; 2025Q4: 1,173,314 shares; 2026Q1: 1,349,511 shares; 2026Q2: 495,812 shares 495,812 $35.3M 0.16% -853,699 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: 180,714 shares; 2024Q4: 188,119 shares; 2025Q1: 274,234 shares; 2025Q2: 298,730 shares; 2025Q3: 261,845 shares; 2025Q4: 356,077 shares; 2026Q1: 563,002 shares; 2026Q2: 348,845 shares 348,845 $35.1M 0.16% -214,157 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: 30,898 shares; 2024Q4: 37,263 shares; 2025Q1: 33,737 shares; 2025Q2: 38,217 shares; 2025Q3: 39,461 shares; 2025Q4: 39,895 shares; 2026Q1: 48,452 shares; 2026Q2: 48,137 shares 48,137 $34.8M 0.16% -315 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: 312,887 shares; 2024Q4: 234,133 shares; 2025Q1: 255,431 shares; 2025Q2: 262,796 shares; 2025Q3: 262,332 shares; 2025Q4: 302,597 shares; 2026Q1: 425,586 shares; 2026Q2: 309,416 shares 309,416 $34.7M 0.16% -116,170 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: 263,295 shares; 2024Q4: 318,296 shares; 2025Q1: 370,123 shares; 2025Q2: 444,601 shares; 2025Q3: 515,755 shares; 2025Q4: 475,632 shares; 2026Q1: 591,041 shares; 2026Q2: 905,873 shares 905,873 $34.4M 0.16% +314,832 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: 311,620 shares; 2024Q4: 517,795 shares; 2025Q1: 305,036 shares; 2025Q2: 303,396 shares; 2025Q3: 299,848 shares; 2025Q4: 285,130 shares; 2026Q1: 273,347 shares; 2026Q2: 266,566 shares 266,566 $34.3M 0.16% -6,781 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: 516,717 shares; 2024Q4: 634,922 shares; 2025Q1: 1,192,553 shares; 2025Q2: 1,057,514 shares; 2025Q3: 1,076,284 shares; 2025Q4: 872,724 shares; 2026Q1: 745,203 shares; 2026Q2: 796,605 shares 796,605 $33.7M 0.15% +51,402 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: 357,640 shares; 2024Q4: 369,759 shares; 2025Q1: 371,446 shares; 2025Q2: 367,713 shares; 2025Q3: 362,960 shares; 2025Q4: 374,758 shares; 2026Q1: 365,034 shares; 2026Q2: 228,194 shares 228,194 $33.5M 0.15% -136,840 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: 1,074,304 shares; 2024Q4: 1,213,224 shares; 2025Q1: 944,281 shares; 2025Q2: 963,757 shares; 2025Q3: 1,043,008 shares; 2025Q4: 873,714 shares; 2026Q1: 750,222 shares; 2026Q2: 618,532 shares 618,532 $33.2M 0.15% -131,690 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,738 shares; 2024Q4: 34,560 shares; 2025Q1: 35,963 shares; 2025Q2: 37,407 shares; 2025Q3: 34,082 shares; 2025Q4: 35,715 shares; 2026Q1: 37,811 shares; 2026Q2: 80,409 shares 80,409 $32.9M 0.15% +42,598 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: 115,144 shares; 2024Q4: 127,944 shares; 2025Q1: 130,881 shares; 2025Q2: 123,828 shares; 2025Q3: 121,050 shares; 2025Q4: 119,739 shares; 2026Q1: 112,265 shares; 2026Q2: 93,049 shares 93,049 $32.8M 0.15% -19,216 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: 84,878 shares; 2024Q4: 87,506 shares; 2025Q1: 96,577 shares; 2025Q2: 107,659 shares; 2025Q3: 399,413 shares; 2025Q4: 482,295 shares; 2026Q1: 579,605 shares; 2026Q2: 537,233 shares 537,233 $32.4M 0.15% -42,372 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: 364,200 shares; 2024Q4: 366,454 shares; 2025Q1: 356,174 shares; 2025Q2: 361,867 shares; 2025Q3: 360,036 shares; 2025Q4: 366,765 shares; 2026Q1: 365,098 shares; 2026Q2: 273,354 shares 273,354 $32.1M 0.15% -91,744 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: 139,692 shares; 2024Q4: 289,492 shares; 2025Q1: 502,258 shares; 2025Q2: 575,614 shares; 2025Q3: 571,426 shares; 2025Q4: 640,448 shares; 2026Q1: 701,059 shares; 2026Q2: 544,151 shares 544,151 $32.1M 0.15% -156,908 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: 222,511 shares; 2024Q4: 234,693 shares; 2025Q1: 250,907 shares; 2025Q2: 254,421 shares; 2025Q3: 257,459 shares; 2025Q4: 261,312 shares; 2026Q1: 285,986 shares; 2026Q2: 332,651 shares 332,651 $32M 0.15% +46,665 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: 176,701 shares; 2024Q4: 169,745 shares; 2025Q1: 219,088 shares; 2025Q2: 593,753 shares; 2025Q3: 625,362 shares; 2025Q4: 662,229 shares; 2026Q1: 660,102 shares; 2026Q2: 699,559 shares 699,559 $32M 0.15% +39,457 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674,972 shares; 2024Q4: 3,837,322 shares; 2025Q1: 4,819,951 shares; 2025Q2: 4,428,628 shares; 2025Q3: 1,876,931 shares; 2025Q4: 1,027,581 shares; 2026Q1: 1,174,310 shares; 2026Q2: 1,250,683 shares 1,250,683 $31.9M 0.15% +76,373 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: 414,564 shares; 2024Q4: 255,299 shares; 2025Q1: 251,645 shares; 2025Q2: 252,403 shares; 2025Q3: 242,077 shares; 2025Q4: 292,811 shares; 2026Q1: 265,633 shares; 2026Q2: 228,357 shares 228,357 $31.9M 0.15% -37,276 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: 96,923 shares; 2024Q4: 110,040 shares; 2025Q1: 96,308 shares; 2025Q2: 97,156 shares; 2025Q3: 78,807 shares; 2025Q4: 100,855 shares; 2026Q1: 95,927 shares; 2026Q2: 333,599 shares 333,599 $31.2M 0.14% +237,672 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: 335,938 shares; 2024Q4: 348,110 shares; 2025Q1: 349,827 shares; 2025Q2: 354,232 shares; 2025Q3: 339,722 shares; 2025Q4: 375,872 shares; 2026Q1: 378,382 shares; 2026Q2: 373,573 shares 373,573 $30.4M 0.14% -4,809 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,902 shares; 2024Q4: 639,911 shares; 2025Q1: 281,682 shares; 2025Q2: 309,530 shares; 2025Q3: 362,387 shares; 2025Q4: 361,499 shares; 2026Q1: 448,935 shares; 2026Q2: 369,227 shares 369,227 $30.3M 0.14% -79,708 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,191 shares; 2024Q4: 6,502 shares; 2025Q1: 139,631 shares; 2025Q2: 166,540 shares; 2025Q3: 169,179 shares; 2025Q4: 186,409 shares; 2026Q1: 260,206 shares; 2026Q2: 232,199 shares 232,199 $30M 0.14% -28,007 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: 64,945 shares; 2024Q4: 111,863 shares; 2025Q1: 170,172 shares; 2025Q2: 217,458 shares; 2025Q3: 241,860 shares; 2025Q4: 215,597 shares; 2026Q1: 251,084 shares; 2026Q2: 223,243 shares 223,243 $29.7M 0.14% -27,841 Timeline USTB 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: 60,914 shares; 2024Q4: 110,590 shares; 2025Q1: 233,129 shares; 2025Q2: 264,431 shares; 2025Q3: 359,431 shares; 2025Q4: 397,990 shares; 2026Q1: 464,463 shares; 2026Q2: 587,296 shares 587,296 $29.7M 0.14% +122,833 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: 519,502 shares; 2024Q4: 511,101 shares; 2025Q1: 512,744 shares; 2025Q2: 507,365 shares; 2025Q3: 502,343 shares; 2025Q4: 527,943 shares; 2026Q1: 507,885 shares; 2026Q2: 521,625 shares 521,625 $29.7M 0.14% +13,740 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: 603,025 shares; 2024Q4: 525,151 shares; 2025Q1: 442,862 shares; 2025Q2: 371,490 shares; 2025Q3: 355,936 shares; 2025Q4: 707,063 shares; 2026Q1: 1,021,790 shares; 2026Q2: 553,518 shares 553,518 $29.4M 0.13% -468,272 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,962 shares; 2024Q4: 243,745 shares; 2025Q1: 384,807 shares; 2025Q2: 519,424 shares; 2025Q3: 587,568 shares; 2025Q4: 653,815 shares; 2026Q1: 940,649 shares; 2026Q2: 592,404 shares 592,404 $29.4M 0.13% -348,245 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,603 shares; 2024Q4: 31,723 shares; 2025Q1: 28,884 shares; 2025Q2: 381,122 shares; 2025Q3: 375,274 shares; 2025Q4: 384,064 shares; 2026Q1: 372,162 shares; 2026Q2: 378,325 shares 378,325 $28.8M 0.13% +6,163 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,743 shares; 2024Q4: 47,382 shares; 2025Q1: 48,228 shares; 2025Q2: 48,366 shares; 2025Q3: 52,458 shares; 2025Q4: 49,104 shares; 2026Q1: 48,050 shares; 2026Q2: 45,178 shares 45,178 $28.7M 0.13% -2,872 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: 107,844 shares; 2024Q4: 151,736 shares; 2025Q1: 166,992 shares; 2025Q2: 202,000 shares; 2025Q3: 215,919 shares; 2025Q4: 268,049 shares; 2026Q1: 269,954 shares; 2026Q2: 310,214 shares 310,214 $28.6M 0.13% +40,260 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,241,648 shares; 2024Q4: 1,296,357 shares; 2025Q1: 1,304,586 shares; 2025Q2: 1,155,152 shares; 2025Q3: 1,159,314 shares; 2025Q4: 1,172,518 shares; 2026Q1: 1,153,055 shares; 2026Q2: 771,681 shares 771,681 $28.4M 0.13% -381,374 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,921 shares; 2024Q4: 454,078 shares; 2025Q1: 475,013 shares; 2025Q2: 261,445 shares; 2025Q3: 286,339 shares; 2025Q4: 544,981 shares; 2026Q1: 584,447 shares; 2026Q2: 569,240 shares 569,240 $28.3M 0.13% -15,207 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG 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: 1,116,585 shares 1,116,585 $28.3M 0.13% new 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: 63,121 shares; 2024Q4: 71,842 shares; 2025Q1: 111,867 shares; 2025Q2: 107,245 shares; 2025Q3: 74,380 shares; 2025Q4: 78,330 shares; 2026Q1: 77,857 shares; 2026Q2: 82,495 shares 82,495 $28.3M 0.13% +4,638 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,862 shares; 2024Q4: 128,215 shares; 2025Q1: 148,409 shares; 2025Q2: 181,875 shares; 2025Q3: 190,698 shares; 2025Q4: 199,558 shares; 2026Q1: 331,740 shares; 2026Q2: 262,124 shares 262,124 $28.1M 0.13% -69,616 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,894 shares; 2024Q4: 202,460 shares; 2025Q1: 237,476 shares; 2025Q2: 254,894 shares; 2025Q3: 385,369 shares; 2025Q4: 351,115 shares; 2026Q1: 264,014 shares; 2026Q2: 414,322 shares 414,322 $28M 0.13% +150,308 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,810 shares; 2024Q4: 27,026 shares; 2025Q1: 28,253 shares; 2025Q2: 29,416 shares; 2025Q3: 30,201 shares; 2025Q4: 308,537 shares; 2026Q1: 409,482 shares; 2026Q2: 390,804 shares 390,804 $27.9M 0.13% -18,678 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 285,231 shares; 2025Q2: 377,649 shares; 2025Q3: 584,889 shares; 2025Q4: 1,298,685 shares; 2026Q1: 1,153,539 shares; 2026Q2: 938,680 shares 938,680 $27.5M 0.13% -214,859 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 10,860 shares; 2026Q1: 39,644 shares; 2026Q2: 533,671 shares 533,671 $27.2M 0.12% +494,027 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: 98,308 shares; 2024Q4: 101,955 shares; 2025Q1: 101,652 shares; 2025Q2: 100,161 shares; 2025Q3: 106,389 shares; 2025Q4: 118,185 shares; 2026Q1: 107,384 shares; 2026Q2: 71,876 shares 71,876 $26.9M 0.12% -35,508 Timeline QVML 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: 692,375 shares; 2025Q3: 694,011 shares; 2025Q4: 660,858 shares; 2026Q1: 610,124 shares; 2026Q2: 608,530 shares 608,530 $26.9M 0.12% -1,594 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: 111,948 shares; 2025Q3: 243,755 shares; 2025Q4: 409,014 shares; 2026Q1: 435,284 shares; 2026Q2: 507,975 shares 507,975 $26.8M 0.12% +72,691 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: 285,021 shares; 2024Q4: 285,256 shares; 2025Q1: 341,203 shares; 2025Q2: 349,653 shares; 2025Q3: 355,310 shares; 2025Q4: 356,596 shares; 2026Q1: 219,581 shares; 2026Q2: 243,044 shares 243,044 $26.8M 0.12% +23,463 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: 560,539 shares; 2024Q4: 524,467 shares; 2025Q1: 475,505 shares; 2025Q2: 412,204 shares; 2025Q3: 397,793 shares; 2025Q4: 395,325 shares; 2026Q1: 379,060 shares; 2026Q2: 255,291 shares 255,291 $26.5M 0.12% -123,769 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,143 shares; 2024Q4: 169,420 shares; 2025Q1: 172,795 shares; 2025Q2: 169,615 shares; 2025Q3: 168,703 shares; 2025Q4: 172,941 shares; 2026Q1: 171,407 shares; 2026Q2: 139,597 shares 139,597 $26.5M 0.12% -31,810 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: 38,179 shares; 2024Q4: 81,859 shares; 2025Q1: 85,117 shares; 2025Q2: 90,050 shares; 2025Q3: 87,432 shares; 2025Q4: 89,959 shares; 2026Q1: 102,581 shares; 2026Q2: 77,280 shares 77,280 $26.4M 0.12% -25,301 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,672 shares; 2024Q4: 255,882 shares; 2025Q1: 118,328 shares; 2025Q2: 109,502 shares; 2025Q3: 108,418 shares; 2025Q4: 114,377 shares; 2026Q1: 113,505 shares; 2026Q2: 173,016 shares 173,016 $26.3M 0.12% +59,511 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: 7,650 shares; 2024Q4: 51,061 shares; 2025Q1: 227,274 shares; 2025Q2: 254,548 shares; 2025Q3: 429,715 shares; 2025Q4: 476,286 shares; 2026Q1: 520,974 shares; 2026Q2: 584,845 shares 584,845 $25.6M 0.12% +63,871 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: 21,351 shares; 2024Q4: 21,688 shares; 2025Q1: 26,181 shares; 2025Q2: 29,485 shares; 2025Q3: 30,582 shares; 2025Q4: 26,542 shares; 2026Q1: 26,338 shares; 2026Q2: 24,816 shares 24,816 $25.1M 0.11% -1,522 Timeline CWI 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: 373,733 shares; 2024Q4: 392,279 shares; 2025Q1: 464,854 shares; 2025Q2: 485,594 shares; 2025Q3: 560,445 shares; 2025Q4: 582,015 shares; 2026Q1: 596,375 shares; 2026Q2: 616,487 shares 616,487 $25.1M 0.11% +20,112 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: 218,031 shares; 2024Q4: 244,429 shares; 2025Q1: 303,705 shares; 2025Q2: 514,938 shares; 2025Q3: 559,152 shares; 2025Q4: 787,274 shares; 2026Q1: 826,492 shares; 2026Q2: 668,071 shares 668,071 $25.1M 0.11% -158,421 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,630 shares; 2024Q4: 632,259 shares; 2025Q1: 573,845 shares; 2025Q2: 532,161 shares; 2025Q3: 496,040 shares; 2025Q4: 495,780 shares; 2026Q1: 502,178 shares; 2026Q2: 541,897 shares 541,897 $25M 0.11% +39,719 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,007 shares; 2024Q4: 234,497 shares; 2025Q1: 238,566 shares; 2025Q2: 236,180 shares; 2025Q3: 238,752 shares; 2025Q4: 263,342 shares; 2026Q1: 262,007 shares; 2026Q2: 417,488 shares 417,488 $24.9M 0.11% +155,481 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES 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: 409,120 shares; 2026Q2: 850,926 shares 850,926 $24.9M 0.11% +441,806 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,601 shares; 2024Q4: 38,293 shares; 2025Q1: 41,149 shares; 2025Q2: 158,517 shares; 2025Q3: 190,768 shares; 2025Q4: 265,213 shares; 2026Q1: 324,355 shares; 2026Q2: 278,559 shares 278,559 $24.8M 0.11% -45,796 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,665 shares; 2024Q4: 527,817 shares; 2025Q1: 452,370 shares; 2025Q2: 356,047 shares; 2025Q3: 430,110 shares; 2025Q4: 456,883 shares; 2026Q1: 515,036 shares; 2026Q2: 474,246 shares 474,246 $24.8M 0.11% -40,790 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: 252,780 shares; 2024Q4: 273,327 shares; 2025Q1: 256,527 shares; 2025Q2: 184,250 shares; 2025Q3: 196,607 shares; 2025Q4: 229,822 shares; 2026Q1: 246,575 shares; 2026Q2: 219,845 shares 219,845 $24.8M 0.11% -26,730 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,278 shares; 2024Q4: 190,026 shares; 2025Q1: 182,566 shares; 2025Q2: 236,009 shares; 2025Q3: 267,850 shares; 2025Q4: 271,488 shares; 2026Q1: 274,728 shares; 2026Q2: 277,468 shares 277,468 $24.7M 0.11% +2,740 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: 73,421 shares; 2024Q4: 67,722 shares; 2025Q1: 74,506 shares; 2025Q2: 86,985 shares; 2025Q3: 92,385 shares; 2025Q4: 102,669 shares; 2026Q1: 99,765 shares; 2026Q2: 112,678 shares 112,678 $24.4M 0.11% +12,913 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,028 shares; 2024Q4: 218,049 shares; 2025Q1: 225,529 shares; 2025Q2: 239,519 shares; 2025Q3: 233,286 shares; 2025Q4: 235,555 shares; 2026Q1: 244,376 shares; 2026Q2: 201,693 shares 201,693 $23.7M 0.11% -42,683 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 549,372 shares; 2025Q2: 536,727 shares; 2025Q3: 784,448 shares; 2025Q4: 958,483 shares; 2026Q1: 1,060,087 shares; 2026Q2: 1,133,034 shares 1,133,034 $23.6M 0.11% +72,947 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: 202,284 shares; 2024Q4: 208,775 shares; 2025Q1: 221,847 shares; 2025Q2: 244,327 shares; 2025Q3: 213,902 shares; 2025Q4: 181,506 shares; 2026Q1: 176,456 shares; 2026Q2: 93,125 shares 93,125 $23.5M 0.11% -83,331 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: 847,537 shares; 2024Q4: 1,394,921 shares; 2025Q1: 599,086 shares; 2025Q2: 588,824 shares; 2025Q3: 554,023 shares; 2025Q4: 561,650 shares; 2026Q1: 547,273 shares; 2026Q2: 553,491 shares 553,491 $23.4M 0.11% +6,218 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884,372 shares; 2024Q4: 696,683 shares; 2025Q1: 819,883 shares; 2025Q2: 258,514 shares; 2025Q3: 197,714 shares; 2025Q4: 1,120,557 shares; 2026Q1: 537,227 shares; 2026Q2: 698,185 shares 698,185 $23.4M 0.11% +160,958 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,219 shares; 2024Q4: 247,695 shares; 2025Q1: 284,661 shares; 2025Q2: 293,432 shares; 2025Q3: 312,112 shares; 2025Q4: 282,229 shares; 2026Q1: 345,385 shares; 2026Q2: 319,643 shares 319,643 $23.1M 0.11% -25,742 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: 154,845 shares; 2024Q4: 150,105 shares; 2025Q1: 147,085 shares; 2025Q2: 171,812 shares; 2025Q3: 196,484 shares; 2025Q4: 204,233 shares; 2026Q1: 211,711 shares; 2026Q2: 220,463 shares 220,463 $22.9M 0.1% +8,752 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: 379,533 shares; 2024Q4: 426,171 shares; 2025Q1: 481,112 shares; 2025Q2: 436,669 shares; 2025Q3: 523,475 shares; 2025Q4: 546,145 shares; 2026Q1: 561,202 shares; 2026Q2: 426,644 shares 426,644 $22.8M 0.1% -134,558 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,073 shares; 2024Q4: 49,719 shares; 2025Q1: 46,396 shares; 2025Q2: 123,364 shares; 2025Q3: 131,317 shares; 2025Q4: 131,500 shares; 2026Q1: 132,827 shares; 2026Q2: 75,927 shares 75,927 $22.6M 0.1% -56,900 Timeline GOVI 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: 173,054 shares; 2024Q4: 317,424 shares; 2025Q1: 325,073 shares; 2025Q2: 920,788 shares; 2025Q3: 875,499 shares; 2025Q4: 670,013 shares; 2026Q1: 283,811 shares; 2026Q2: 824,401 shares 824,401 $22.4M 0.1% +540,590 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: 37,425 shares; 2024Q4: 38,176 shares; 2025Q1: 36,145 shares; 2025Q2: 34,901 shares; 2025Q3: 35,376 shares; 2025Q4: 37,210 shares; 2026Q1: 39,219 shares; 2026Q2: 34,854 shares 34,854 $22.3M 0.1% -4,365 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: 66,587 shares; 2024Q4: 64,282 shares; 2025Q1: 62,882 shares; 2025Q2: 63,174 shares; 2025Q3: 68,707 shares; 2025Q4: 68,235 shares; 2026Q1: 66,280 shares; 2026Q2: 53,409 shares 53,409 $22.2M 0.1% -12,871 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: 216,669 shares; 2024Q4: 195,976 shares; 2025Q1: 206,994 shares; 2025Q2: 208,957 shares; 2025Q3: 209,122 shares; 2025Q4: 215,474 shares; 2026Q1: 211,692 shares; 2026Q2: 229,378 shares 229,378 $22M 0.1% +17,686 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,809 shares; 2024Q4: 83,124 shares; 2025Q1: 54,236 shares; 2025Q2: 47,634 shares; 2025Q3: 53,916 shares; 2025Q4: 81,847 shares; 2026Q1: 118,191 shares; 2026Q2: 114,667 shares 114,667 $22M 0.1% -3,524 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 7,537 shares; 2025Q3: 8,584 shares; 2025Q4: 8,409 shares; 2026Q1: 25,240 shares; 2026Q2: 484,562 shares 484,562 $21.8M 0.1% +459,322 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: 228,202 shares; 2024Q4: 236,248 shares; 2025Q1: 245,100 shares; 2025Q2: 258,090 shares; 2025Q3: 229,046 shares; 2025Q4: 258,610 shares; 2026Q1: 265,711 shares; 2026Q2: 247,270 shares 247,270 $21.7M 0.1% -18,441 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: 131,701 shares; 2024Q4: 698,274 shares; 2025Q1: 606,688 shares; 2025Q2: 900,116 shares; 2025Q3: 901,382 shares; 2025Q4: 1,032,275 shares; 2026Q1: 913,463 shares; 2026Q2: 639,835 shares 639,835 $21.7M 0.1% -273,628 Timeline SPHD 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: 176,048 shares; 2024Q4: 187,642 shares; 2025Q1: 192,089 shares; 2025Q2: 241,738 shares; 2025Q3: 231,970 shares; 2025Q4: 323,589 shares; 2026Q1: 362,812 shares; 2026Q2: 424,912 shares 424,912 $21.6M 0.1% +62,100 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: 89,715 shares; 2024Q4: 91,424 shares; 2025Q1: 99,210 shares; 2025Q2: 115,656 shares; 2025Q3: 110,157 shares; 2025Q4: 111,114 shares; 2026Q1: 149,589 shares; 2026Q2: 116,771 shares 116,771 $21.6M 0.1% -32,818 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,276 shares; 2024Q4: 10,813 shares; 2025Q1: 11,288 shares; 2025Q2: 11,223 shares; 2025Q3: 14,520 shares; 2025Q4: 16,304 shares; 2026Q1: 17,420 shares; 2026Q2: 399,296 shares 399,296 $21.5M 0.1% +381,876 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: 313,848 shares; 2024Q4: 347,811 shares; 2025Q1: 382,382 shares; 2025Q2: 394,643 shares; 2025Q3: 445,422 shares; 2025Q4: 541,171 shares; 2026Q1: 590,466 shares; 2026Q2: 949,288 shares 949,288 $21.2M 0.1% +358,822 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: 104,662 shares; 2024Q4: 107,486 shares; 2025Q1: 107,295 shares; 2025Q2: 105,271 shares; 2025Q3: 87,961 shares; 2025Q4: 91,522 shares; 2026Q1: 91,725 shares; 2026Q2: 85,655 shares 85,655 $21.1M 0.1% -6,070 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: 326,578 shares; 2024Q4: 309,340 shares; 2025Q1: 294,460 shares; 2025Q2: 294,662 shares; 2025Q3: 268,851 shares; 2025Q4: 237,175 shares; 2026Q1: 247,990 shares; 2026Q2: 260,877 shares 260,877 $21.1M 0.1% +12,887 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,934 shares; 2024Q4: 51,572 shares; 2025Q1: 88,064 shares; 2025Q2: 97,272 shares; 2025Q3: 98,081 shares; 2025Q4: 100,034 shares; 2026Q1: 95,248 shares; 2026Q2: 62,808 shares 62,808 $21M 0.1% -32,440 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: 162,392 shares; 2024Q4: 159,205 shares; 2025Q1: 172,068 shares; 2025Q2: 187,594 shares; 2025Q3: 191,885 shares; 2025Q4: 199,333 shares; 2026Q1: 223,143 shares; 2026Q2: 219,975 shares 219,975 $21M 0.1% -3,168 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,526 shares; 2024Q4: 239,085 shares; 2025Q1: 285,527 shares; 2025Q2: 53,699 shares; 2025Q3: 16,824 shares; 2025Q4: 44,442 shares; 2026Q1: 157,605 shares; 2026Q2: 229,963 shares 229,963 $21M 0.1% +72,358 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: 95,874 shares; 2024Q4: 118,345 shares; 2025Q1: 115,569 shares; 2025Q2: 127,875 shares; 2025Q3: 140,954 shares; 2025Q4: 164,504 shares; 2026Q1: 195,461 shares; 2026Q2: 500,172 shares 500,172 $20.9M 0.1% +304,711 Timeline PWB 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: 97,333 shares; 2024Q4: 95,243 shares; 2025Q1: 93,311 shares; 2025Q2: 92,304 shares; 2025Q3: 91,822 shares; 2025Q4: 90,337 shares; 2026Q1: 101,943 shares; 2026Q2: 123,695 shares 123,695 $20.8M 0.1% +21,752 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,162 shares; 2024Q4: 88,573 shares; 2025Q1: 88,539 shares; 2025Q2: 89,288 shares; 2025Q3: 92,636 shares; 2025Q4: 93,435 shares; 2026Q1: 93,754 shares; 2026Q2: 75,874 shares 75,874 $20.5M 0.09% -17,880 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,856 shares; 2025Q2: 306,478 shares; 2025Q3: 295,290 shares; 2025Q4: 389,848 shares; 2026Q1: 357,867 shares; 2026Q2: 798,342 shares 798,342 $20.4M 0.09% +440,475 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: 117,127 shares; 2024Q4: 124,806 shares; 2025Q1: 133,204 shares; 2025Q2: 139,913 shares; 2025Q3: 151,458 shares; 2025Q4: 135,671 shares; 2026Q1: 132,739 shares; 2026Q2: 138,925 shares 138,925 $20.4M 0.09% +6,186 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,527 shares; 2025Q3: 219,906 shares; 2025Q4: 459,060 shares; 2026Q1: 507,069 shares; 2026Q2: 469,890 shares 469,890 $20.3M 0.09% -37,179 Timeline AUSF 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: 200,299 shares; 2024Q4: 218,104 shares; 2025Q1: 279,356 shares; 2025Q2: 306,772 shares; 2025Q3: 315,631 shares; 2025Q4: 428,231 shares; 2026Q1: 417,708 shares; 2026Q2: 413,408 shares 413,408 $20.2M 0.09% -4,300 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: 383,599 shares; 2024Q4: 356,282 shares; 2025Q1: 339,459 shares; 2025Q2: 374,914 shares; 2025Q3: 442,039 shares; 2025Q4: 440,085 shares; 2026Q1: 467,161 shares; 2026Q2: 274,878 shares 274,878 $20.2M 0.09% -192,283 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: 58,270 shares; 2024Q4: 53,261 shares; 2025Q1: 51,390 shares; 2025Q2: 52,073 shares; 2025Q3: 52,363 shares; 2025Q4: 56,048 shares; 2026Q1: 55,208 shares; 2026Q2: 55,311 shares 55,311 $20M 0.09% +103 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,402 shares; 2024Q4: 100,658 shares; 2025Q1: 65,828 shares; 2025Q2: 77,458 shares; 2025Q3: 75,919 shares; 2025Q4: 88,270 shares; 2026Q1: 89,691 shares; 2026Q2: 307,758 shares 307,758 $20M 0.09% +218,067 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,161 shares; 2024Q4: 411,672 shares; 2025Q1: 464,408 shares; 2025Q2: 640,916 shares; 2025Q3: 714,227 shares; 2025Q4: 841,827 shares; 2026Q1: 908,634 shares; 2026Q2: 722,530 shares 722,530 $19.8M 0.09% -186,104 Timeline SLYG 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: 198,790 shares; 2024Q4: 203,043 shares; 2025Q1: 185,192 shares; 2025Q2: 141,086 shares; 2025Q3: 136,714 shares; 2025Q4: 191,236 shares; 2026Q1: 158,609 shares; 2026Q2: 164,196 shares 164,196 $19.6M 0.09% +5,587 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,619 shares; 2026Q1: 207,691 shares; 2026Q2: 267,141 shares 267,141 $19.5M 0.09% +59,450 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,482 shares; 2024Q4: 97,369 shares; 2025Q1: 119,728 shares; 2025Q2: 248,340 shares; 2025Q3: 267,132 shares; 2025Q4: 246,506 shares; 2026Q1: 237,459 shares; 2026Q2: 381,476 shares 381,476 $19.5M 0.09% +144,017 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: 65,143 shares; 2024Q4: 58,381 shares; 2025Q1: 36,478 shares; 2025Q2: 45,770 shares; 2025Q3: 54,418 shares; 2025Q4: 57,603 shares; 2026Q1: 57,572 shares; 2026Q2: 79,250 shares 79,250 $19.2M 0.09% +21,678 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,982 shares; 2024Q4: 87,843 shares; 2025Q1: 88,480 shares; 2025Q2: 92,336 shares; 2025Q3: 88,577 shares; 2025Q4: 98,965 shares; 2026Q1: 97,740 shares; 2026Q2: 86,185 shares 86,185 $19.2M 0.09% -11,555 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: 198,385 shares; 2024Q4: 172,626 shares; 2025Q1: 188,349 shares; 2025Q2: 206,695 shares; 2025Q3: 200,340 shares; 2025Q4: 212,332 shares; 2026Q1: 174,898 shares; 2026Q2: 230,260 shares 230,260 $19.1M 0.09% +55,362 Timeline BUFQ 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: 98,115 shares; 2024Q4: 105,664 shares; 2025Q1: 111,437 shares; 2025Q2: 168,199 shares; 2025Q3: 187,201 shares; 2025Q4: 199,898 shares; 2026Q1: 208,047 shares; 2026Q2: 485,448 shares 485,448 $19.1M 0.09% +277,401 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: 38,564 shares; 2024Q4: 40,021 shares; 2025Q1: 43,354 shares; 2025Q2: 43,913 shares; 2025Q3: 45,687 shares; 2025Q4: 44,531 shares; 2026Q1: 50,640 shares; 2026Q2: 44,526 shares 44,526 $19M 0.09% -6,114 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: 175,955 shares; 2024Q4: 177,876 shares; 2025Q1: 183,336 shares; 2025Q2: 184,333 shares; 2025Q3: 174,492 shares; 2025Q4: 168,929 shares; 2026Q1: 164,535 shares; 2026Q2: 171,792 shares 171,792 $19M 0.09% +7,257 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: 252,919 shares; 2024Q4: 315,428 shares; 2025Q1: 281,278 shares; 2025Q2: 282,950 shares; 2025Q3: 278,477 shares; 2025Q4: 371,496 shares; 2026Q1: 379,930 shares; 2026Q2: 320,363 shares 320,363 $18.9M 0.09% -59,567 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,984 shares; 2024Q4: 195,120 shares; 2025Q1: 185,625 shares; 2025Q2: 229,406 shares; 2025Q3: 225,208 shares; 2025Q4: 281,906 shares; 2026Q1: 346,335 shares; 2026Q2: 248,682 shares 248,682 $18.9M 0.09% -97,653 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,351 shares; 2024Q4: not reported; 2025Q1: 15,753 shares; 2025Q2: 11,973 shares; 2025Q3: 17,503 shares; 2025Q4: 33,123 shares; 2026Q1: 182,516 shares; 2026Q2: 179,280 shares 179,280 $18.9M 0.09% -3,236 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,922 shares; 2024Q4: 159,448 shares; 2025Q1: 131,635 shares; 2025Q2: 131,994 shares; 2025Q3: 131,672 shares; 2025Q4: 134,573 shares; 2026Q1: 139,678 shares; 2026Q2: 134,648 shares 134,648 $18.8M 0.09% -5,030 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: 8,383 shares; 2025Q1: 22,939 shares; 2025Q2: 164,644 shares; 2025Q3: 193,175 shares; 2025Q4: 167,381 shares; 2026Q1: 207,710 shares; 2026Q2: 328,985 shares 328,985 $18.7M 0.09% +121,275 Timeline OMFL 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: 653,898 shares; 2024Q4: 636,023 shares; 2025Q1: 621,414 shares; 2025Q2: 264,593 shares; 2025Q3: 225,006 shares; 2025Q4: 234,983 shares; 2026Q1: 260,367 shares; 2026Q2: 271,293 shares 271,293 $18.6M 0.09% +10,926 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574,866 shares; 2024Q4: 1,274,829 shares; 2025Q1: 993,479 shares; 2025Q2: 892,476 shares; 2025Q3: 753,621 shares; 2025Q4: 710,258 shares; 2026Q1: 712,479 shares; 2026Q2: 633,590 shares 633,590 $18.4M 0.08% -78,889 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,769 shares; 2024Q4: 83,691 shares; 2025Q1: 77,291 shares; 2025Q2: 43,030 shares; 2025Q3: 2,480 shares; 2025Q4: 17,032 shares; 2026Q1: 36,915 shares; 2026Q2: 123,354 shares 123,354 $18.3M 0.08% +86,439 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,746 shares; 2024Q4: 92,030 shares; 2025Q1: 91,943 shares; 2025Q2: 93,986 shares; 2025Q3: 92,037 shares; 2025Q4: 93,356 shares; 2026Q1: 93,341 shares; 2026Q2: 130,523 shares 130,523 $18.3M 0.08% +37,182 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: 48,854 shares; 2024Q4: 49,141 shares; 2025Q1: 50,156 shares; 2025Q2: 51,501 shares; 2025Q3: 48,836 shares; 2025Q4: 48,246 shares; 2026Q1: 42,967 shares; 2026Q2: 35,145 shares 35,145 $18.1M 0.08% -7,822 Timeline WCMI 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: 64,642 shares; 2026Q2: 921,683 shares 921,683 $18M 0.08% +857,041 Timeline QGRO 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: 134,255 shares; 2024Q4: 182,221 shares; 2025Q1: 215,419 shares; 2025Q2: 247,941 shares; 2025Q3: 269,802 shares; 2025Q4: 209,374 shares; 2026Q1: 179,874 shares; 2026Q2: 152,551 shares 152,551 $18M 0.08% -27,323 Timeline XNTK 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: 28,386 shares; 2024Q4: 24,628 shares; 2025Q1: 16,507 shares; 2025Q2: 14,962 shares; 2025Q3: 17,205 shares; 2025Q4: 43,546 shares; 2026Q1: 38,269 shares; 2026Q2: 45,997 shares 45,997 $18M 0.08% +7,728 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: 51,389 shares; 2024Q4: 52,478 shares; 2025Q1: 221,977 shares; 2025Q2: 222,003 shares; 2025Q3: 245,107 shares; 2025Q4: 70,880 shares; 2026Q1: 209,714 shares; 2026Q2: 281,097 shares 281,097 $17.9M 0.08% +71,383 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849,585 shares; 2024Q4: 665,476 shares; 2025Q1: 707,714 shares; 2025Q2: 697,095 shares; 2025Q3: 678,416 shares; 2025Q4: 781,712 shares; 2026Q1: 789,052 shares; 2026Q2: 744,034 shares 744,034 $17.9M 0.08% -45,018 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,094 shares; 2025Q3: 56,679 shares; 2025Q4: 85,232 shares; 2026Q1: 450,994 shares; 2026Q2: 445,595 shares 445,595 $17.9M 0.08% -5,399 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699,752 shares; 2024Q4: 737,497 shares; 2025Q1: 710,400 shares; 2025Q2: 702,327 shares; 2025Q3: 621,482 shares; 2025Q4: 613,581 shares; 2026Q1: 549,466 shares; 2026Q2: 439,216 shares 439,216 $17.7M 0.08% -110,250 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: 248,526 shares; 2024Q4: 186,731 shares; 2025Q1: 225,366 shares; 2025Q2: 335,047 shares; 2025Q3: 119,892 shares; 2025Q4: 195,074 shares; 2026Q1: 169,520 shares; 2026Q2: 204,141 shares 204,141 $17.6M 0.08% +34,621 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090,877 shares; 2024Q4: 1,180,848 shares; 2025Q1: 1,307,698 shares; 2025Q2: 1,192,904 shares; 2025Q3: 960,848 shares; 2025Q4: 631,233 shares; 2026Q1: 638,594 shares; 2026Q2: 583,775 shares 583,775 $17.6M 0.08% -54,819 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: 159,054 shares; 2024Q4: 770,576 shares; 2025Q1: 439,910 shares; 2025Q2: 406,758 shares; 2025Q3: 377,951 shares; 2025Q4: 557,996 shares; 2026Q1: 597,594 shares; 2026Q2: 666,929 shares 666,929 $17.5M 0.08% +69,335 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,405 shares; 2024Q4: 132,340 shares; 2025Q1: 132,284 shares; 2025Q2: 133,980 shares; 2025Q3: 133,334 shares; 2025Q4: 133,716 shares; 2026Q1: 123,871 shares; 2026Q2: 118,781 shares 118,781 $17.4M 0.08% -5,090 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: 112,995 shares; 2024Q4: 116,903 shares; 2025Q1: 125,486 shares; 2025Q2: 129,646 shares; 2025Q3: 137,632 shares; 2025Q4: 135,587 shares; 2026Q1: 93,386 shares; 2026Q2: 47,366 shares 47,366 $17.3M 0.08% -46,020 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: 144,553 shares; 2024Q4: 163,738 shares; 2025Q1: 223,303 shares; 2025Q2: 245,641 shares; 2025Q3: 312,114 shares; 2025Q4: 256,774 shares; 2026Q1: 231,074 shares; 2026Q2: 228,943 shares 228,943 $17.3M 0.08% -2,131 Timeline IDMO 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: 8,847 shares; 2024Q4: 37,429 shares; 2025Q1: 41,626 shares; 2025Q2: 85,407 shares; 2025Q3: 90,430 shares; 2025Q4: 277,622 shares; 2026Q1: 311,265 shares; 2026Q2: 285,327 shares 285,327 $17.2M 0.08% -25,938 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: 4,985 shares; 2024Q4: 8,588 shares; 2025Q1: 8,618 shares; 2025Q2: 8,871 shares; 2025Q3: 9,122 shares; 2025Q4: 8,506 shares; 2026Q1: 9,258 shares; 2026Q2: 8,587 shares 8,587 $17.1M 0.08% -671 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: 427,125 shares; 2024Q4: 441,580 shares; 2025Q1: 472,204 shares; 2025Q2: 439,861 shares; 2025Q3: 450,464 shares; 2025Q4: 522,056 shares; 2026Q1: 526,308 shares; 2026Q2: 679,658 shares 679,658 $16.9M 0.08% +153,350 Timeline TGRT 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: 364,689 shares; 2024Q4: 369,884 shares; 2025Q1: 369,793 shares; 2025Q2: 376,589 shares; 2025Q3: 379,659 shares; 2025Q4: 380,315 shares; 2026Q1: 350,410 shares; 2026Q2: 369,482 shares 369,482 $16.9M 0.08% +19,072 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: 185,178 shares; 2024Q4: 168,126 shares; 2025Q1: 157,513 shares; 2025Q2: 165,312 shares; 2025Q3: 150,672 shares; 2025Q4: 162,085 shares; 2026Q1: 166,671 shares; 2026Q2: 124,274 shares 124,274 $16.8M 0.08% -42,397 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788,829 shares; 2026Q1: 820,527 shares; 2026Q2: 588,632 shares 588,632 $16.8M 0.08% -231,895 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,109 shares; 2025Q2: 141,581 shares; 2025Q3: 167,785 shares; 2025Q4: 203,429 shares; 2026Q1: 280,845 shares; 2026Q2: 552,963 shares 552,963 $16.8M 0.08% +272,118 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: 575,215 shares; 2024Q4: 628,115 shares; 2025Q1: 604,037 shares; 2025Q2: 615,920 shares; 2025Q3: 652,294 shares; 2025Q4: 725,202 shares; 2026Q1: 762,658 shares; 2026Q2: 279,601 shares 279,601 $16.7M 0.08% -483,057 Timeline JHMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,284 shares; 2025Q3: 690,119 shares; 2025Q4: 1,085,694 shares; 2026Q1: 1,042,175 shares; 2026Q2: 758,492 shares 758,492 $16.6M 0.08% -283,683 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: 218,441 shares; 2024Q4: 216,572 shares; 2025Q1: 222,991 shares; 2025Q2: 248,854 shares; 2025Q3: 256,056 shares; 2025Q4: 270,389 shares; 2026Q1: 295,321 shares; 2026Q2: 154,148 shares 154,148 $16.6M 0.08% -141,173 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: 178,184 shares; 2024Q4: 232,771 shares; 2025Q1: 230,351 shares; 2025Q2: 273,679 shares; 2025Q3: 264,632 shares; 2025Q4: 155,736 shares; 2026Q1: 150,180 shares; 2026Q2: 227,621 shares 227,621 $16.5M 0.08% +77,441 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: 100,051 shares; 2024Q4: 105,522 shares; 2025Q1: 107,080 shares; 2025Q2: 110,609 shares; 2025Q3: 113,989 shares; 2025Q4: 95,449 shares; 2026Q1: 97,914 shares; 2026Q2: 99,930 shares 99,930 $16.3M 0.07% +2,016 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,404 shares; 2024Q4: 101,266 shares; 2025Q1: 116,401 shares; 2025Q2: 111,818 shares; 2025Q3: 112,407 shares; 2025Q4: 120,972 shares; 2026Q1: 119,849 shares; 2026Q2: 107,423 shares 107,423 $16.3M 0.07% -12,426 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: 47,260 shares; 2024Q4: 40,257 shares; 2025Q1: 37,866 shares; 2025Q2: 40,627 shares; 2025Q3: 40,711 shares; 2025Q4: 35,533 shares; 2026Q1: 50,743 shares; 2026Q2: 48,007 shares 48,007 $16.1M 0.07% -2,736 Timeline RWR 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: 117,181 shares; 2024Q4: 119,247 shares; 2025Q1: 124,433 shares; 2025Q2: 126,908 shares; 2025Q3: 131,298 shares; 2025Q4: 137,192 shares; 2026Q1: 139,614 shares; 2026Q2: 141,935 shares 141,935 $16M 0.07% +2,321 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: 55,723 shares; 2024Q4: 54,784 shares; 2025Q1: 56,651 shares; 2025Q2: 51,385 shares; 2025Q3: 48,406 shares; 2025Q4: 52,638 shares; 2026Q1: 53,201 shares; 2026Q2: 47,356 shares 47,356 $16M 0.07% -5,845 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR 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: 202,680 shares; 2026Q2: 414,696 shares 414,696 $16M 0.07% +212,016 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066,122 shares; 2024Q4: 702,190 shares; 2025Q1: 735,465 shares; 2025Q2: 519,740 shares; 2025Q3: 510,894 shares; 2025Q4: 586,996 shares; 2026Q1: 553,135 shares; 2026Q2: 713,679 shares 713,679 $15.9M 0.07% +160,544 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: 46,178 shares; 2024Q4: 51,253 shares; 2025Q1: 51,896 shares; 2025Q2: 46,529 shares; 2025Q3: 38,193 shares; 2025Q4: 38,821 shares; 2026Q1: 38,618 shares; 2026Q2: 31,228 shares 31,228 $15.9M 0.07% -7,390 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,229 shares; 2024Q4: 115,919 shares; 2025Q1: 115,242 shares; 2025Q2: 114,453 shares; 2025Q3: 111,657 shares; 2025Q4: 107,830 shares; 2026Q1: 100,807 shares; 2026Q2: 61,897 shares 61,897 $15.8M 0.07% -38,910 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 471,371 shares 471,371 $15.8M 0.07% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,760 shares; 2024Q4: 88,065 shares; 2025Q1: 145,439 shares; 2025Q2: 158,313 shares; 2025Q3: 161,359 shares; 2025Q4: 157,255 shares; 2026Q1: 181,928 shares; 2026Q2: 153,209 shares 153,209 $15.8M 0.07% -28,719 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: 62,928 shares; 2024Q4: 96,877 shares; 2025Q1: 97,156 shares; 2025Q2: 139,653 shares; 2025Q3: 137,909 shares; 2025Q4: 140,475 shares; 2026Q1: 147,713 shares; 2026Q2: 134,961 shares 134,961 $15.7M 0.07% -12,752 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: 61,069 shares; 2024Q4: 75,849 shares; 2025Q1: 106,162 shares; 2025Q2: 101,590 shares; 2025Q3: 68,667 shares; 2025Q4: 69,328 shares; 2026Q1: 67,831 shares; 2026Q2: 36,075 shares 36,075 $15.6M 0.07% -31,756 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,375 shares; 2024Q4: 145,205 shares; 2025Q1: 127,337 shares; 2025Q2: 124,217 shares; 2025Q3: 111,867 shares; 2025Q4: 101,532 shares; 2026Q1: 89,232 shares; 2026Q2: 70,921 shares 70,921 $15.5M 0.07% -18,311 Timeline IMFL 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: 205,369 shares; 2024Q4: 99,190 shares; 2025Q1: 136,806 shares; 2025Q2: 372,800 shares; 2025Q3: 336,645 shares; 2025Q4: 373,637 shares; 2026Q1: 457,060 shares; 2026Q2: 452,002 shares 452,002 $15.5M 0.07% -5,058 Timeline FLQM 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: 349,743 shares; 2024Q4: 384,946 shares; 2025Q1: 530,426 shares; 2025Q2: 607,443 shares; 2025Q3: 560,821 shares; 2025Q4: 509,296 shares; 2026Q1: 485,374 shares; 2026Q2: 267,111 shares 267,111 $15.5M 0.07% -218,263 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,980 shares; 2024Q4: 61,748 shares; 2025Q1: 198,409 shares; 2025Q2: 245,374 shares; 2025Q3: 242,461 shares; 2025Q4: 299,794 shares; 2026Q1: 322,271 shares; 2026Q2: 287,453 shares 287,453 $15.4M 0.07% -34,818 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: 118,613 shares; 2024Q4: 120,510 shares; 2025Q1: 118,339 shares; 2025Q2: 138,161 shares; 2025Q3: 175,683 shares; 2025Q4: 243,195 shares; 2026Q1: 252,935 shares; 2026Q2: 119,994 shares 119,994 $15.3M 0.07% -132,941 Timeline VUSB 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: 11,615 shares; 2024Q4: 9,528 shares; 2025Q1: 7,628 shares; 2025Q2: 7,929 shares; 2025Q3: 8,801 shares; 2025Q4: 9,841 shares; 2026Q1: 10,478 shares; 2026Q2: 306,950 shares 306,950 $15.3M 0.07% +296,472 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: 322,893 shares; 2024Q4: 391,446 shares; 2025Q1: 519,202 shares; 2025Q2: 486,797 shares; 2025Q3: 628,755 shares; 2025Q4: 696,584 shares; 2026Q1: 770,450 shares; 2026Q2: 556,556 shares 556,556 $15.2M 0.07% -213,894 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: 173,687 shares; 2024Q4: 256,154 shares; 2025Q1: 399,004 shares; 2025Q2: 467,152 shares; 2025Q3: 446,112 shares; 2025Q4: 491,362 shares; 2026Q1: 498,237 shares; 2026Q2: 377,018 shares 377,018 $15.2M 0.07% -121,219 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,068 shares; 2024Q4: 246,091 shares; 2025Q1: 282,383 shares; 2025Q2: 261,730 shares; 2025Q3: 287,400 shares; 2025Q4: 335,389 shares; 2026Q1: 458,782 shares; 2026Q2: 298,277 shares 298,277 $15.1M 0.07% -160,505 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,679 shares; 2024Q4: 34,109 shares; 2025Q1: 33,683 shares; 2025Q2: 37,772 shares; 2025Q3: 37,379 shares; 2025Q4: 38,203 shares; 2026Q1: 38,147 shares; 2026Q2: 43,793 shares 43,793 $15.1M 0.07% +5,646 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611,157 shares; 2024Q4: 646,104 shares; 2025Q1: 654,133 shares; 2025Q2: 746,817 shares; 2025Q3: 740,152 shares; 2025Q4: 710,181 shares; 2026Q1: 734,016 shares; 2026Q2: 778,256 shares 778,256 $14.9M 0.07% +44,240 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,704 shares; 2024Q4: 62,628 shares; 2025Q1: 62,799 shares; 2025Q2: 82,876 shares; 2025Q3: 91,351 shares; 2025Q4: 58,151 shares; 2026Q1: 104,606 shares; 2026Q2: 274,682 shares 274,682 $14.8M 0.07% +170,076 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,977 shares; 2024Q4: 81,799 shares; 2025Q1: 81,515 shares; 2025Q2: 77,233 shares; 2025Q3: 76,085 shares; 2025Q4: 73,982 shares; 2026Q1: 72,035 shares; 2026Q2: 60,084 shares 60,084 $14.8M 0.07% -11,951 Timeline FLMI 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: 72,359 shares; 2024Q4: 78,147 shares; 2025Q1: 82,845 shares; 2025Q2: 132,258 shares; 2025Q3: 223,492 shares; 2025Q4: 279,637 shares; 2026Q1: 354,658 shares; 2026Q2: 584,966 shares 584,966 $14.7M 0.07% +230,308 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,405 shares; 2024Q4: 72,286 shares; 2025Q1: 74,581 shares; 2025Q2: 75,831 shares; 2025Q3: 80,771 shares; 2025Q4: 81,974 shares; 2026Q1: 77,813 shares; 2026Q2: 69,779 shares 69,779 $14.6M 0.07% -8,034 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: 253,634 shares; 2024Q4: 253,473 shares; 2025Q1: 266,282 shares; 2025Q2: 275,680 shares; 2025Q3: 285,872 shares; 2025Q4: 294,418 shares; 2026Q1: 295,737 shares; 2026Q2: 73,762 shares 73,762 $14.6M 0.07% -221,975 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: 46,511 shares; 2024Q4: 45,802 shares; 2025Q1: 44,442 shares; 2025Q2: 43,343 shares; 2025Q3: 42,054 shares; 2025Q4: 44,169 shares; 2026Q1: 43,430 shares; 2026Q2: 48,389 shares 48,389 $14.5M 0.07% +4,959 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,219 shares; 2024Q4: 41,234 shares; 2025Q1: 40,751 shares; 2025Q2: 69,743 shares; 2025Q3: 71,241 shares; 2025Q4: 72,362 shares; 2026Q1: 56,011 shares; 2026Q2: 112,828 shares 112,828 $14.5M 0.07% +56,817 Timeline XME 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: 52,648 shares; 2024Q4: 43,751 shares; 2025Q1: 36,722 shares; 2025Q2: 32,430 shares; 2025Q3: 95,843 shares; 2025Q4: 114,867 shares; 2026Q1: 100,758 shares; 2026Q2: 135,119 shares 135,119 $14.4M 0.07% +34,361 Timeline DBEF 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: 108,607 shares; 2024Q4: 123,644 shares; 2025Q1: 173,686 shares; 2025Q2: 176,123 shares; 2025Q3: 155,025 shares; 2025Q4: 157,708 shares; 2026Q1: 277,570 shares; 2026Q2: 263,168 shares 263,168 $14.4M 0.07% -14,402 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: 790,095 shares; 2024Q4: 676,002 shares; 2025Q1: 740,574 shares; 2025Q2: 622,534 shares; 2025Q3: 633,723 shares; 2025Q4: 558,195 shares; 2026Q1: 767,645 shares; 2026Q2: 629,015 shares 629,015 $14.3M 0.07% -138,630 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,890 shares; 2024Q4: 18,400 shares; 2025Q1: 19,055 shares; 2025Q2: 98,410 shares; 2025Q3: 160,116 shares; 2025Q4: 207,695 shares; 2026Q1: 313,209 shares; 2026Q2: 340,451 shares 340,451 $14.2M 0.07% +27,242 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,033 shares; 2024Q4: 285,332 shares; 2025Q1: 151,211 shares; 2025Q2: 126,301 shares; 2025Q3: 119,823 shares; 2025Q4: 120,097 shares; 2026Q1: 121,009 shares; 2026Q2: 189,221 shares 189,221 $14M 0.06% +68,212 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: 15,903 shares; 2024Q4: 16,103 shares; 2025Q1: 14,869 shares; 2025Q2: 16,829 shares; 2025Q3: 17,636 shares; 2025Q4: 17,641 shares; 2026Q1: 16,880 shares; 2026Q2: 14,459 shares 14,459 $14M 0.06% -2,421 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,190 shares; 2024Q4: 11,622 shares; 2025Q1: 15,698 shares; 2025Q2: 14,530 shares; 2025Q3: 15,209 shares; 2025Q4: 72,749 shares; 2026Q1: 90,000 shares; 2026Q2: 140,496 shares 140,496 $13.9M 0.06% +50,496 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: 118,434 shares; 2024Q4: 131,658 shares; 2025Q1: 134,974 shares; 2025Q2: 144,683 shares; 2025Q3: 112,735 shares; 2025Q4: 161,921 shares; 2026Q1: 162,111 shares; 2026Q2: 88,828 shares 88,828 $13.9M 0.06% -73,283 Timeline RLY 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: 29,535 shares; 2024Q4: 23,424 shares; 2025Q1: 20,854 shares; 2025Q2: 16,120 shares; 2025Q3: 24,878 shares; 2025Q4: 52,300 shares; 2026Q1: 107,736 shares; 2026Q2: 401,509 shares 401,509 $13.9M 0.06% +293,773 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534,191 shares; 2024Q4: 539,164 shares; 2025Q1: 490,966 shares; 2025Q2: 490,929 shares; 2025Q3: 375,212 shares; 2025Q4: 337,752 shares; 2026Q1: 324,293 shares; 2026Q2: 460,972 shares 460,972 $13.8M 0.06% +136,679 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683,238 shares 683,238 $13.8M 0.06% new 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: 38,544 shares; 2025Q1: 205,227 shares; 2025Q2: 224,840 shares; 2025Q3: 275,906 shares; 2025Q4: 305,546 shares; 2026Q1: 328,861 shares; 2026Q2: 364,909 shares 364,909 $13.7M 0.06% +36,048 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,512 shares; 2024Q4: 168,775 shares; 2025Q1: 203,007 shares; 2025Q2: 223,022 shares; 2025Q3: 191,835 shares; 2025Q4: 208,974 shares; 2026Q1: 232,998 shares; 2026Q2: 170,902 shares 170,902 $13.7M 0.06% -62,096 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,263 shares; 2024Q4: 390,235 shares; 2025Q1: 414,611 shares; 2025Q2: 436,635 shares; 2025Q3: 424,551 shares; 2025Q4: 412,766 shares; 2026Q1: 399,000 shares; 2026Q2: 367,573 shares 367,573 $13.5M 0.06% -31,427 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,184 shares; 2024Q4: 206,169 shares; 2025Q1: 207,854 shares; 2025Q2: 211,477 shares; 2025Q3: 165,341 shares; 2025Q4: 173,630 shares; 2026Q1: 175,021 shares; 2026Q2: 176,452 shares 176,452 $13.4M 0.06% +1,431 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: 209,559 shares; 2024Q4: 211,575 shares; 2025Q1: 221,906 shares; 2025Q2: 238,636 shares; 2025Q3: 220,777 shares; 2025Q4: 234,780 shares; 2026Q1: 231,436 shares; 2026Q2: 161,172 shares 161,172 $13.3M 0.06% -70,264 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,007 shares; 2024Q4: 80,991 shares; 2025Q1: 77,899 shares; 2025Q2: 87,981 shares; 2025Q3: 94,249 shares; 2025Q4: 77,175 shares; 2026Q1: 115,401 shares; 2026Q2: 75,106 shares 75,106 $13.3M 0.06% -40,295 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: 106,790 shares; 2025Q1: 110,874 shares; 2025Q2: 118,839 shares; 2025Q3: 125,790 shares; 2025Q4: 143,564 shares; 2026Q1: 164,695 shares; 2026Q2: 171,635 shares 171,635 $13.3M 0.06% +6,940 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522,392 shares; 2024Q4: 517,862 shares; 2025Q1: 432,449 shares; 2025Q2: 285,829 shares; 2025Q3: 199,308 shares; 2025Q4: 196,918 shares; 2026Q1: 204,089 shares; 2026Q2: 221,981 shares 221,981 $13.2M 0.06% +17,892 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,043 shares; 2024Q4: 169,185 shares; 2025Q1: 164,961 shares; 2025Q2: 158,798 shares; 2025Q3: 146,037 shares; 2025Q4: 136,123 shares; 2026Q1: 124,990 shares; 2026Q2: 231,475 shares 231,475 $13M 0.06% +106,485 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: 172,243 shares; 2024Q4: 171,231 shares; 2025Q1: 173,294 shares; 2025Q2: 176,802 shares; 2025Q3: 179,130 shares; 2025Q4: 181,462 shares; 2026Q1: 194,570 shares; 2026Q2: 41,997 shares 41,997 $12.9M 0.06% -152,573 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: 204,653 shares; 2024Q4: 197,479 shares; 2025Q1: 177,571 shares; 2025Q2: 172,923 shares; 2025Q3: 162,233 shares; 2025Q4: 151,263 shares; 2026Q1: 144,185 shares; 2026Q2: 132,874 shares 132,874 $12.9M 0.06% -11,311 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351,345 shares; 2024Q4: 396,485 shares; 2025Q1: 416,415 shares; 2025Q2: 432,620 shares; 2025Q3: 461,317 shares; 2025Q4: 401,933 shares; 2026Q1: 408,722 shares; 2026Q2: 395,699 shares 395,699 $12.8M 0.06% -13,023 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: 250,326 shares; 2024Q4: 247,969 shares; 2025Q1: 238,782 shares; 2025Q2: 219,002 shares; 2025Q3: 220,505 shares; 2025Q4: 202,821 shares; 2026Q1: 160,260 shares; 2026Q2: 132,933 shares 132,933 $12.8M 0.06% -27,327 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: 18 shares; 2024Q4: 15 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares; 2026Q1: 19 shares; 2026Q2: 17 shares 17 $12.7M 0.06% -2 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,940 shares; 2024Q4: 187,175 shares; 2025Q1: 164,479 shares; 2025Q2: 149,448 shares; 2025Q3: 155,545 shares; 2025Q4: 153,115 shares; 2026Q1: 184,797 shares; 2026Q2: 239,370 shares 239,370 $12.7M 0.06% +54,573 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: 26,395 shares; 2025Q3: 83,665 shares; 2025Q4: 200,388 shares; 2026Q1: 490,501 shares; 2026Q2: 344,916 shares 344,916 $12.6M 0.06% -145,585 Timeline CGIE 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: 45,604 shares; 2024Q4: 189,650 shares; 2025Q1: 233,241 shares; 2025Q2: 391,493 shares; 2025Q3: 437,410 shares; 2025Q4: 531,188 shares; 2026Q1: 522,812 shares; 2026Q2: 339,193 shares 339,193 $12.5M 0.06% -183,619 Timeline KORP 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: 25,185 shares; 2024Q4: 38,652 shares; 2025Q1: 43,965 shares; 2025Q2: 57,052 shares; 2025Q3: 227,417 shares; 2025Q4: 240,733 shares; 2026Q1: 262,282 shares; 2026Q2: 266,102 shares 266,102 $12.5M 0.06% +3,820 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: 117,343 shares; 2024Q4: 122,016 shares; 2025Q1: 126,174 shares; 2025Q2: 126,038 shares; 2025Q3: 145,188 shares; 2025Q4: 146,032 shares; 2026Q1: 101,730 shares; 2026Q2: 51,111 shares 51,111 $12.4M 0.06% -50,619 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: 224,314 shares; 2024Q4: 241,964 shares; 2025Q1: 220,180 shares; 2025Q2: 212,271 shares; 2025Q3: 194,446 shares; 2025Q4: 203,717 shares; 2026Q1: 216,869 shares; 2026Q2: 243,977 shares 243,977 $12.3M 0.06% +27,108 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: 5,750 shares; 2024Q4: 3,664 shares; 2025Q1: 3,671 shares; 2025Q2: 3,792 shares; 2025Q3: 3,245 shares; 2025Q4: 3,094 shares; 2026Q1: 3,207 shares; 2026Q2: 40,763 shares 40,763 $12.3M 0.06% +37,556 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: 129,223 shares; 2024Q4: 128,852 shares; 2025Q1: 124,514 shares; 2025Q2: 119,623 shares; 2025Q3: 94,947 shares; 2025Q4: 91,061 shares; 2026Q1: 90,054 shares; 2026Q2: 85,793 shares 85,793 $12.2M 0.06% -4,261 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: 204,142 shares; 2024Q4: 206,324 shares; 2025Q1: 207,785 shares; 2025Q2: 193,270 shares; 2025Q3: 195,687 shares; 2025Q4: 195,850 shares; 2026Q1: 192,683 shares; 2026Q2: 239,548 shares 239,548 $12.2M 0.06% +46,865 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: 98,013 shares; 2024Q4: 117,859 shares; 2025Q1: 93,719 shares; 2025Q2: 73,278 shares; 2025Q3: 79,331 shares; 2025Q4: 73,973 shares; 2026Q1: 94,909 shares; 2026Q2: 103,589 shares 103,589 $12.2M 0.06% +8,680 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,249 shares; 2024Q4: 71,197 shares; 2025Q1: 70,130 shares; 2025Q2: 68,809 shares; 2025Q3: 71,836 shares; 2025Q4: 69,427 shares; 2026Q1: 72,260 shares; 2026Q2: 40,674 shares 40,674 $12.1M 0.06% -31,586 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,539 shares; 2024Q4: 103,222 shares; 2025Q1: 155,282 shares; 2025Q2: 163,185 shares; 2025Q3: 171,228 shares; 2025Q4: 178,608 shares; 2026Q1: 208,916 shares; 2026Q2: 133,068 shares 133,068 $12M 0.06% -75,848 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586,952 shares; 2024Q4: 627,331 shares; 2025Q1: 706,931 shares; 2025Q2: 791,728 shares; 2025Q3: 843,662 shares; 2025Q4: 833,788 shares; 2026Q1: 876,123 shares; 2026Q2: 713,369 shares 713,369 $11.9M 0.05% -162,754 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,750 shares; 2025Q4: 34,654 shares; 2026Q1: 34,944 shares; 2026Q2: 476,857 shares 476,857 $11.9M 0.05% +441,913 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,947 shares; 2024Q4: 320,761 shares; 2025Q1: 434,432 shares; 2025Q2: 343,630 shares; 2025Q3: 400,210 shares; 2025Q4: 377,751 shares; 2026Q1: 225,956 shares; 2026Q2: 156,345 shares 156,345 $11.8M 0.05% -69,611 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212,735 shares 212,735 $11.8M 0.05% new 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: not reported; 2026Q1: 237,500 shares; 2026Q2: 242,820 shares 242,820 $11.8M 0.05% +5,320 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: 145,828 shares; 2024Q4: 156,814 shares; 2025Q1: 177,763 shares; 2025Q2: 181,060 shares; 2025Q3: 191,212 shares; 2025Q4: 185,067 shares; 2026Q1: 188,168 shares; 2026Q2: 200,426 shares 200,426 $11.7M 0.05% +12,258 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: 26,264 shares; 2024Q4: 30,635 shares; 2025Q1: 37,610 shares; 2025Q2: 47,368 shares; 2025Q3: 55,788 shares; 2025Q4: 50,647 shares; 2026Q1: 53,761 shares; 2026Q2: 258,897 shares 258,897 $11.7M 0.05% +205,136 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,106 shares; 2024Q4: 90,632 shares; 2025Q1: 85,463 shares; 2025Q2: 78,273 shares; 2025Q3: 75,467 shares; 2025Q4: 78,321 shares; 2026Q1: 99,862 shares; 2026Q2: 98,780 shares 98,780 $11.6M 0.05% -1,082 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,361 shares; 2024Q4: 12,319 shares; 2025Q1: 14,276 shares; 2025Q2: 19,191 shares; 2025Q3: 21,822 shares; 2025Q4: 17,768 shares; 2026Q1: 17,315 shares; 2026Q2: 18,557 shares 18,557 $11.6M 0.05% +1,242 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,487 shares; 2024Q4: 8,023 shares; 2025Q1: 9,900 shares; 2025Q2: 33,531 shares; 2025Q3: 34,673 shares; 2025Q4: 30,552 shares; 2026Q1: 35,812 shares; 2026Q2: 229,553 shares 229,553 $11.5M 0.05% +193,741 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218,755 shares 218,755 $11.4M 0.05% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,078 shares; 2024Q4: 63,034 shares; 2025Q1: 62,025 shares; 2025Q2: 60,634 shares; 2025Q3: 58,134 shares; 2025Q4: 54,677 shares; 2026Q1: 52,317 shares; 2026Q2: 69,486 shares 69,486 $11.4M 0.05% +17,169 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: not reported; 2024Q4: 5,594 shares; 2025Q1: not reported; 2025Q2: 90,407 shares; 2025Q3: 158,962 shares; 2025Q4: 37,254 shares; 2026Q1: 40,653 shares; 2026Q2: 148,904 shares 148,904 $11.3M 0.05% +108,251 Timeline JSML 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: 64,292 shares; 2024Q4: 67,968 shares; 2025Q1: 73,096 shares; 2025Q2: 82,926 shares; 2025Q3: 101,672 shares; 2025Q4: 110,307 shares; 2026Q1: 120,283 shares; 2026Q2: 120,948 shares 120,948 $11.3M 0.05% +665 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,910 shares; 2024Q4: 14,267 shares; 2025Q1: 16,935 shares; 2025Q2: 18,443 shares; 2025Q3: 17,821 shares; 2025Q4: 24,735 shares; 2026Q1: 23,773 shares; 2026Q2: 28,197 shares 28,197 $11.2M 0.05% +4,424 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,256 shares; 2024Q4: 250,311 shares; 2025Q1: 280,634 shares; 2025Q2: 251,620 shares; 2025Q3: 254,379 shares; 2025Q4: 269,320 shares; 2026Q1: 268,500 shares; 2026Q2: 194,227 shares 194,227 $11.2M 0.05% -74,273 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: 11,291 shares; 2024Q4: 10,120 shares; 2025Q1: 10,641 shares; 2025Q2: 12,057 shares; 2025Q3: 12,358 shares; 2025Q4: 13,610 shares; 2026Q1: 13,217 shares; 2026Q2: 21,553 shares 21,553 $11.1M 0.05% +8,336 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: 175,367 shares; 2024Q4: 181,325 shares; 2025Q1: 192,560 shares; 2025Q2: 197,479 shares; 2025Q3: 208,556 shares; 2025Q4: 212,487 shares; 2026Q1: 196,587 shares; 2026Q2: 154,054 shares 154,054 $11.1M 0.05% -42,533 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,544 shares; 2025Q1: 78,554 shares; 2025Q2: 209,603 shares; 2025Q3: 249,103 shares; 2025Q4: 277,941 shares; 2026Q1: 365,387 shares; 2026Q2: 272,921 shares 272,921 $11.1M 0.05% -92,466 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: 162,692 shares; 2024Q4: 178,479 shares; 2025Q1: 176,372 shares; 2025Q2: 182,313 shares; 2025Q3: 184,911 shares; 2025Q4: 268,494 shares; 2026Q1: 286,621 shares; 2026Q2: 141,792 shares 141,792 $11M 0.05% -144,829 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,214 shares; 2024Q4: 347,912 shares; 2025Q1: 212,829 shares; 2025Q2: 181,787 shares; 2025Q3: 187,379 shares; 2025Q4: 204,334 shares; 2026Q1: 171,145 shares; 2026Q2: 575,695 shares 575,695 $11M 0.05% +404,550 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: 84,777 shares; 2024Q4: 68,536 shares; 2025Q1: 82,999 shares; 2025Q2: 67,652 shares; 2025Q3: 81,141 shares; 2025Q4: 102,306 shares; 2026Q1: 81,998 shares; 2026Q2: 109,333 shares 109,333 $11M 0.05% +27,335 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: 83,214 shares; 2024Q4: 83,566 shares; 2025Q1: 84,986 shares; 2025Q2: 90,942 shares; 2025Q3: 90,561 shares; 2025Q4: 91,755 shares; 2026Q1: 89,420 shares; 2026Q2: 60,270 shares 60,270 $10.9M 0.05% -29,150 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: 1,055 shares; 2024Q4: 588 shares; 2025Q1: 866 shares; 2025Q2: 5,183 shares; 2025Q3: 7,781 shares; 2025Q4: 7,752 shares; 2026Q1: 6,240 shares; 2026Q2: 5,480 shares 5,480 $10.9M 0.05% -760 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: 33,443 shares; 2024Q4: 34,198 shares; 2025Q1: 39,267 shares; 2025Q2: 116,625 shares; 2025Q3: 129,012 shares; 2025Q4: 133,053 shares; 2026Q1: 120,682 shares; 2026Q2: 110,079 shares 110,079 $10.8M 0.05% -10,603 Timeline SFLR 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: 6,390 shares; 2024Q4: not reported; 2025Q1: 24,704 shares; 2025Q2: 124,911 shares; 2025Q3: 157,855 shares; 2025Q4: 192,308 shares; 2026Q1: 218,030 shares; 2026Q2: 280,125 shares 280,125 $10.8M 0.05% +62,095 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,507 shares; 2024Q4: 143,025 shares; 2025Q1: 156,390 shares; 2025Q2: 142,300 shares; 2025Q3: 182,604 shares; 2025Q4: 240,000 shares; 2026Q1: 257,486 shares; 2026Q2: 366,388 shares 366,388 $10.8M 0.05% +108,902 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,762 shares; 2024Q4: 215,703 shares; 2025Q1: 225,657 shares; 2025Q2: 233,556 shares; 2025Q3: 227,433 shares; 2025Q4: 236,767 shares; 2026Q1: 230,583 shares; 2026Q2: 113,854 shares 113,854 $10.8M 0.05% -116,729 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,868 shares; 2024Q4: 104,629 shares; 2025Q1: 115,546 shares; 2025Q2: 110,166 shares; 2025Q3: 126,858 shares; 2025Q4: 138,601 shares; 2026Q1: 136,325 shares; 2026Q2: 99,342 shares 99,342 $10.7M 0.05% -36,983 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,113 shares; 2024Q4: 27,247 shares; 2025Q1: 47,615 shares; 2025Q2: 58,015 shares; 2025Q3: 109,049 shares; 2025Q4: 132,027 shares; 2026Q1: 156,951 shares; 2026Q2: 207,404 shares 207,404 $10.6M 0.05% +50,453 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,385 shares; 2024Q4: 20,254 shares; 2025Q1: 19,895 shares; 2025Q2: 39,294 shares; 2025Q3: 44,477 shares; 2025Q4: 41,214 shares; 2026Q1: 40,252 shares; 2026Q2: 28,692 shares 28,692 $10.6M 0.05% -11,560 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: 493,372 shares; 2024Q4: 499,129 shares; 2025Q1: 685,307 shares; 2025Q2: 625,990 shares; 2025Q3: 546,392 shares; 2025Q4: 707,886 shares; 2026Q1: 678,239 shares; 2026Q2: 405,104 shares 405,104 $10.6M 0.05% -273,135 Timeline MDYV 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: 65,119 shares; 2024Q4: 62,976 shares; 2025Q1: 71,187 shares; 2025Q2: 84,799 shares; 2025Q3: 82,766 shares; 2025Q4: 85,592 shares; 2026Q1: 93,543 shares; 2026Q2: 111,718 shares 111,718 $10.6M 0.05% +18,175 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: 26,742 shares; 2024Q4: 33,580 shares; 2025Q1: 29,366 shares; 2025Q2: 52,658 shares; 2025Q3: 60,667 shares; 2025Q4: 36,281 shares; 2026Q1: 104,799 shares; 2026Q2: 116,678 shares 116,678 $10.6M 0.05% +11,879 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,530 shares; 2025Q1: 23,108 shares; 2025Q2: 85,197 shares; 2025Q3: 104,622 shares; 2025Q4: 129,989 shares; 2026Q1: 133,718 shares; 2026Q2: 208,049 shares 208,049 $10.6M 0.05% +74,331 Timeline PGX 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: 591,602 shares; 2024Q4: 590,956 shares; 2025Q1: 674,509 shares; 2025Q2: 947,056 shares; 2025Q3: 903,062 shares; 2025Q4: 953,170 shares; 2026Q1: 954,689 shares; 2026Q2: 961,695 shares 961,695 $10.4M 0.05% +7,006 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: 153,401 shares; 2024Q4: 108,897 shares; 2025Q1: 85,417 shares; 2025Q2: 85,066 shares; 2025Q3: 116,847 shares; 2025Q4: 101,564 shares; 2026Q1: 114,008 shares; 2026Q2: 110,194 shares 110,194 $10.4M 0.05% -3,814 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,248 shares; 2024Q4: 58,782 shares; 2025Q1: 61,068 shares; 2025Q2: 62,372 shares; 2025Q3: 64,231 shares; 2025Q4: 77,072 shares; 2026Q1: 77,323 shares; 2026Q2: 66,354 shares 66,354 $10.4M 0.05% -10,969 Timeline FELG 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: 14,174 shares; 2024Q4: 126,417 shares; 2025Q1: 277,658 shares; 2025Q2: 169,996 shares; 2025Q3: 138,667 shares; 2025Q4: 179,062 shares; 2026Q1: 221,019 shares; 2026Q2: 236,883 shares 236,883 $10.4M 0.05% +15,864 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: 43,329 shares; 2024Q4: 42,888 shares; 2025Q1: 41,184 shares; 2025Q2: 44,691 shares; 2025Q3: 44,883 shares; 2025Q4: 49,860 shares; 2026Q1: 50,069 shares; 2026Q2: 45,640 shares 45,640 $10.3M 0.05% -4,429 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,133 shares; 2024Q4: 248,171 shares; 2025Q1: 236,150 shares; 2025Q2: 149,688 shares; 2025Q3: 136,549 shares; 2025Q4: 140,557 shares; 2026Q1: 196,230 shares; 2026Q2: 100,537 shares 100,537 $10.3M 0.05% -95,693 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,019 shares; 2024Q4: 29,313 shares; 2025Q1: 24,776 shares; 2025Q2: 23,893 shares; 2025Q3: 113,848 shares; 2025Q4: 30,840 shares; 2026Q1: 29,725 shares; 2026Q2: 87,636 shares 87,636 $10.3M 0.05% +57,911 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: 81,990 shares; 2024Q4: 111,178 shares; 2025Q1: 140,780 shares; 2025Q2: 165,460 shares; 2025Q3: 204,472 shares; 2025Q4: 249,693 shares; 2026Q1: 224,839 shares; 2026Q2: 156,267 shares 156,267 $10.3M 0.05% -68,572 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,951 shares; 2024Q4: 224,115 shares; 2025Q1: 328,279 shares; 2025Q2: 410,544 shares; 2025Q3: 281,795 shares; 2025Q4: 302,028 shares; 2026Q1: 310,368 shares; 2026Q2: 203,416 shares 203,416 $10.2M 0.05% -106,952 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: 666,919 shares; 2024Q4: 637,445 shares; 2025Q1: 655,847 shares; 2025Q2: 683,823 shares; 2025Q3: 686,976 shares; 2025Q4: 608,855 shares; 2026Q1: 603,327 shares; 2026Q2: 490,478 shares 490,478 $10.2M 0.05% -112,849 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,125 shares; 2024Q4: 187,543 shares; 2025Q1: 232,763 shares; 2025Q2: 260,816 shares; 2025Q3: 233,876 shares; 2025Q4: 234,583 shares; 2026Q1: 286,177 shares; 2026Q2: 200,903 shares 200,903 $10.1M 0.05% -85,274 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,906 shares; 2024Q4: 67,397 shares; 2025Q1: 63,423 shares; 2025Q2: 56,461 shares; 2025Q3: 44,593 shares; 2025Q4: 81,531 shares; 2026Q1: 101,307 shares; 2026Q2: 74,410 shares 74,410 $10M 0.05% -26,897 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,947 shares; 2024Q4: 72,579 shares; 2025Q1: 68,438 shares; 2025Q2: 68,939 shares; 2025Q3: 71,536 shares; 2025Q4: 69,237 shares; 2026Q1: 70,046 shares; 2026Q2: 45,087 shares 45,087 $9.94M 0.05% -24,959 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,873 shares; 2025Q1: 13,694 shares; 2025Q2: 29,510 shares; 2025Q3: 19,977 shares; 2025Q4: 22,988 shares; 2026Q1: 22,926 shares; 2026Q2: 57,114 shares 57,114 $9.91M 0.05% +34,188 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,476 shares; 2024Q4: 46,526 shares; 2025Q1: 44,024 shares; 2025Q2: 41,940 shares; 2025Q3: 83,787 shares; 2025Q4: 85,171 shares; 2026Q1: 89,037 shares; 2026Q2: 90,093 shares 90,093 $9.86M 0.05% +1,056 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: 41,334 shares; 2024Q4: 38,066 shares; 2025Q1: 36,864 shares; 2025Q2: 46,486 shares; 2025Q3: 51,738 shares; 2025Q4: 56,728 shares; 2026Q1: 70,101 shares; 2026Q2: 74,513 shares 74,513 $9.85M 0.05% +4,412 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: 11,411 shares; 2026Q2: 347,521 shares 347,521 $9.75M 0.04% +336,110 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,091 shares; 2025Q3: 140,450 shares; 2025Q4: 74,586 shares; 2026Q1: 190,859 shares; 2026Q2: 215,355 shares 215,355 $9.68M 0.04% +24,496 Timeline GTIP 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: 228,338 shares; 2024Q4: 252,904 shares; 2025Q1: 300,021 shares; 2025Q2: 281,958 shares; 2025Q3: 301,464 shares; 2025Q4: 215,900 shares; 2026Q1: 225,714 shares; 2026Q2: 197,046 shares 197,046 $9.63M 0.04% -28,668 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: 3,748 shares; 2026Q2: 4,231 shares 4,231 $9.62M 0.04% +483 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: 26,021 shares; 2024Q4: 24,846 shares; 2025Q1: 37,668 shares; 2025Q2: 46,128 shares; 2025Q3: 59,072 shares; 2025Q4: 72,277 shares; 2026Q1: 32,058 shares; 2026Q2: 26,284 shares 26,284 $9.62M 0.04% -5,774 Timeline JMEE 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: 16,477 shares; 2024Q4: 17,763 shares; 2025Q1: 21,446 shares; 2025Q2: 68,860 shares; 2025Q3: 68,442 shares; 2025Q4: 104,876 shares; 2026Q1: 107,480 shares; 2026Q2: 123,055 shares 123,055 $9.6M 0.04% +15,575 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,266 shares; 2024Q4: 109,902 shares; 2025Q1: 109,213 shares; 2025Q2: 91,010 shares; 2025Q3: 89,179 shares; 2025Q4: 272,148 shares; 2026Q1: 269,898 shares; 2026Q2: 238,559 shares 238,559 $9.6M 0.04% -31,339 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,622 shares; 2024Q4: 377,758 shares; 2025Q1: 376,340 shares; 2025Q2: 294,891 shares; 2025Q3: 294,978 shares; 2025Q4: 280,216 shares; 2026Q1: 274,250 shares; 2026Q2: 283,260 shares 283,260 $9.56M 0.04% +9,010 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,405 shares; 2024Q4: 75,922 shares; 2025Q1: 74,707 shares; 2025Q2: 76,869 shares; 2025Q3: 78,073 shares; 2025Q4: 89,501 shares; 2026Q1: 88,099 shares; 2026Q2: 75,287 shares 75,287 $9.53M 0.04% -12,812 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,347 shares; 2024Q4: 81,962 shares; 2025Q1: 47,210 shares; 2025Q2: 77,198 shares; 2025Q3: 54,276 shares; 2025Q4: 115,341 shares; 2026Q1: 95,970 shares; 2026Q2: 81,079 shares 81,079 $9.51M 0.04% -14,891 Timeline JPLD 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: 4,059 shares; 2024Q4: 20,933 shares; 2025Q1: 15,319 shares; 2025Q2: 67,179 shares; 2025Q3: 84,553 shares; 2025Q4: 106,486 shares; 2026Q1: 178,243 shares; 2026Q2: 181,890 shares 181,890 $9.49M 0.04% +3,647 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,068 shares; 2024Q4: 95,080 shares; 2025Q1: 99,362 shares; 2025Q2: 99,050 shares; 2025Q3: 94,056 shares; 2025Q4: 86,310 shares; 2026Q1: 85,309 shares; 2026Q2: 75,127 shares 75,127 $9.49M 0.04% -10,182 Timeline BKCH 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: 168,750 shares; 2024Q4: 121,640 shares; 2025Q1: 126,732 shares; 2025Q2: 307,870 shares; 2025Q3: 164,478 shares; 2025Q4: 110,609 shares; 2026Q1: 148,237 shares; 2026Q2: 126,556 shares 126,556 $9.47M 0.04% -21,681 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,307 shares; 2024Q4: 907,869 shares; 2025Q1: 394,631 shares; 2025Q2: 534,668 shares; 2025Q3: 362,928 shares; 2025Q4: 269,492 shares; 2026Q1: 238,560 shares; 2026Q2: 185,588 shares 185,588 $9.4M 0.04% -52,972 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: 46,731 shares; 2024Q4: 48,769 shares; 2025Q1: 54,742 shares; 2025Q2: 68,922 shares; 2025Q3: 64,478 shares; 2025Q4: 61,737 shares; 2026Q1: 51,389 shares; 2026Q2: 47,855 shares 47,855 $9.37M 0.04% -3,534 Timeline EMLP 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: 150,823 shares; 2024Q4: 149,310 shares; 2025Q1: 191,296 shares; 2025Q2: 190,530 shares; 2025Q3: 204,912 shares; 2025Q4: 218,303 shares; 2026Q1: 215,150 shares; 2026Q2: 215,208 shares 215,208 $9.36M 0.04% +58 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,381 shares; 2025Q4: 13,820 shares; 2026Q1: 26,850 shares; 2026Q2: 267,381 shares 267,381 $9.35M 0.04% +240,531 Timeline DAPP 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: 13,736 shares; 2025Q2: 23,302 shares; 2025Q3: 540,445 shares; 2025Q4: 541,498 shares; 2026Q1: 565,964 shares; 2026Q2: 482,512 shares 482,512 $9.35M 0.04% -83,452 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,248 shares; 2024Q4: 41,782 shares; 2025Q1: 39,516 shares; 2025Q2: 39,473 shares; 2025Q3: 37,251 shares; 2025Q4: 30,480 shares; 2026Q1: 28,644 shares; 2026Q2: 68,001 shares 68,001 $9.29M 0.04% +39,357 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,578 shares; 2024Q4: 32,316 shares; 2025Q1: 177,815 shares; 2025Q2: 217,951 shares; 2025Q3: 215,869 shares; 2025Q4: 250,709 shares; 2026Q1: 265,877 shares; 2026Q2: 182,875 shares 182,875 $9.26M 0.04% -83,002 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: 49,261 shares; 2025Q1: 71,578 shares; 2025Q2: 76,628 shares; 2025Q3: 76,568 shares; 2025Q4: 76,502 shares; 2026Q1: 61,584 shares; 2026Q2: 54,422 shares 54,422 $9.25M 0.04% -7,162 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,367 shares; 2024Q4: 104,647 shares; 2025Q1: 105,585 shares; 2025Q2: 103,397 shares; 2025Q3: 149,559 shares; 2025Q4: 154,214 shares; 2026Q1: 155,511 shares; 2026Q2: 118,171 shares 118,171 $9.24M 0.04% -37,340 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: 66,694 shares; 2024Q4: 69,790 shares; 2025Q1: 68,548 shares; 2025Q2: 67,937 shares; 2025Q3: 66,976 shares; 2025Q4: 68,932 shares; 2026Q1: 69,213 shares; 2026Q2: 63,951 shares 63,951 $9.15M 0.04% -5,262 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: 58,800 shares; 2024Q4: 65,637 shares; 2025Q1: 66,837 shares; 2025Q2: 67,479 shares; 2025Q3: 65,014 shares; 2025Q4: 64,977 shares; 2026Q1: 64,603 shares; 2026Q2: 63,104 shares 63,104 $9.12M 0.04% -1,499 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,635 shares; 2024Q4: 88,390 shares; 2025Q1: 92,427 shares; 2025Q2: 120,434 shares; 2025Q3: 135,678 shares; 2025Q4: 159,571 shares; 2026Q1: 207,543 shares; 2026Q2: 179,784 shares 179,784 $9.11M 0.04% -27,759 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: 57,244 shares; 2024Q4: 55,849 shares; 2025Q1: 60,718 shares; 2025Q2: 52,574 shares; 2025Q3: 40,794 shares; 2025Q4: 48,652 shares; 2026Q1: 45,489 shares; 2026Q2: 79,519 shares 79,519 $9.08M 0.04% +34,030 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: 91,526 shares; 2024Q4: 92,225 shares; 2025Q1: 94,876 shares; 2025Q2: 92,169 shares; 2025Q3: 99,909 shares; 2025Q4: 256,231 shares; 2026Q1: 259,349 shares; 2026Q2: 132,377 shares 132,377 $9.06M 0.04% -126,972 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,375 shares; 2024Q4: 56,880 shares; 2025Q1: 55,240 shares; 2025Q2: 58,814 shares; 2025Q3: 60,536 shares; 2025Q4: 62,530 shares; 2026Q1: 61,883 shares; 2026Q2: 65,832 shares 65,832 $9.01M 0.04% +3,949 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: 293,896 shares; 2024Q4: 292,681 shares; 2025Q1: 293,274 shares; 2025Q2: 258,219 shares; 2025Q3: 256,977 shares; 2025Q4: 268,649 shares; 2026Q1: 279,184 shares; 2026Q2: 291,690 shares 291,690 $9M 0.04% +12,506 Timeline BUFD 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: 398,370 shares; 2024Q4: 388,085 shares; 2025Q1: 402,715 shares; 2025Q2: 426,708 shares; 2025Q3: 437,833 shares; 2025Q4: 461,365 shares; 2026Q1: 181,152 shares; 2026Q2: 299,887 shares 299,887 $8.91M 0.04% +118,735 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,750 shares; 2024Q4: 44,716 shares; 2025Q1: 45,918 shares; 2025Q2: 44,857 shares; 2025Q3: 46,549 shares; 2025Q4: 46,692 shares; 2026Q1: 48,307 shares; 2026Q2: 34,179 shares 34,179 $8.9M 0.04% -14,128 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,344 shares; 2024Q4: 181,709 shares; 2025Q1: 119,461 shares; 2025Q2: 175,014 shares; 2025Q3: 164,873 shares; 2025Q4: 167,665 shares; 2026Q1: 160,658 shares; 2026Q2: 175,737 shares 175,737 $8.87M 0.04% +15,079 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: 40,381 shares; 2024Q4: 41,804 shares; 2025Q1: 41,386 shares; 2025Q2: 44,679 shares; 2025Q3: 45,539 shares; 2025Q4: 52,139 shares; 2026Q1: 54,508 shares; 2026Q2: 47,249 shares 47,249 $8.87M 0.04% -7,259 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: 3,914 shares; 2024Q4: 3,964 shares; 2025Q1: 3,689 shares; 2025Q2: 3,229 shares; 2025Q3: 3,321 shares; 2025Q4: 5,270 shares; 2026Q1: 46,274 shares; 2026Q2: 48,896 shares 48,896 $8.86M 0.04% +2,622 Timeline GMUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 171,806 shares 171,806 $8.84M 0.04% 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: 159,421 shares; 2024Q4: 250,083 shares; 2025Q1: 157,139 shares; 2025Q2: 164,274 shares; 2025Q3: 166,661 shares; 2025Q4: 164,538 shares; 2026Q1: 122,381 shares; 2026Q2: 97,231 shares 97,231 $8.82M 0.04% -25,150 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: 94,072 shares; 2024Q4: 302,569 shares; 2025Q1: 285,840 shares; 2025Q2: 275,138 shares; 2025Q3: 186,969 shares; 2025Q4: 301,859 shares; 2026Q1: 302,269 shares; 2026Q2: 239,038 shares 239,038 $8.81M 0.04% -63,231 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,880 shares; 2024Q4: 23,228 shares; 2025Q1: 34,696 shares; 2025Q2: 35,580 shares; 2025Q3: 35,973 shares; 2025Q4: 41,733 shares; 2026Q1: 39,473 shares; 2026Q2: 35,436 shares 35,436 $8.8M 0.04% -4,037 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,541 shares; 2025Q1: 11,296 shares; 2025Q2: 12,390 shares; 2025Q3: 12,697 shares; 2025Q4: 13,080 shares; 2026Q1: 13,321 shares; 2026Q2: 9,118 shares 9,118 $8.77M 0.04% -4,203 Timeline SLYV 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: 89,009 shares; 2024Q4: 91,707 shares; 2025Q1: 75,528 shares; 2025Q2: 84,529 shares; 2025Q3: 83,927 shares; 2025Q4: 59,264 shares; 2026Q1: 159,120 shares; 2026Q2: 80,103 shares 80,103 $8.74M 0.04% -79,017 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: 30,222 shares; 2024Q4: 33,252 shares; 2025Q1: 25,685 shares; 2025Q2: 29,292 shares; 2025Q3: 24,406 shares; 2025Q4: 22,967 shares; 2026Q1: 22,972 shares; 2026Q2: 98,378 shares 98,378 $8.65M 0.04% +75,406 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: 40,709 shares; 2024Q4: 40,565 shares; 2025Q1: 40,349 shares; 2025Q2: 44,532 shares; 2025Q3: 40,905 shares; 2025Q4: 47,260 shares; 2026Q1: 45,742 shares; 2026Q2: 31,597 shares 31,597 $8.59M 0.04% -14,145 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,075 shares; 2024Q4: 4,572 shares; 2025Q1: 4,722 shares; 2025Q2: 4,063 shares; 2025Q3: 19,028 shares; 2025Q4: 35,287 shares; 2026Q1: 62,702 shares; 2026Q2: 74,690 shares 74,690 $8.59M 0.04% +11,988 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,946 shares; 2024Q4: 118,664 shares; 2025Q1: 118,660 shares; 2025Q2: 117,502 shares; 2025Q3: 113,002 shares; 2025Q4: 127,625 shares; 2026Q1: 108,441 shares; 2026Q2: 83,180 shares 83,180 $8.5M 0.04% -25,261 Timeline AFMC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,113 shares; 2025Q3: 140,231 shares; 2025Q4: 156,507 shares; 2026Q1: 162,344 shares; 2026Q2: 207,227 shares 207,227 $8.49M 0.04% +44,883 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,225 shares; 2024Q4: 146,954 shares; 2025Q1: 157,672 shares; 2025Q2: 170,921 shares; 2025Q3: 172,752 shares; 2025Q4: 173,224 shares; 2026Q1: 170,310 shares; 2026Q2: 162,463 shares 162,463 $8.43M 0.04% -7,847 Timeline VNQ 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: 138,517 shares; 2024Q4: 131,821 shares; 2025Q1: 137,415 shares; 2025Q2: 135,044 shares; 2025Q3: 137,330 shares; 2025Q4: 130,422 shares; 2026Q1: 124,286 shares; 2026Q2: 87,314 shares 87,314 $8.42M 0.04% -36,972 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: 77,743 shares; 2025Q2: 82,010 shares; 2025Q3: 106,229 shares; 2025Q4: 130,078 shares; 2026Q1: 179,592 shares; 2026Q2: 238,292 shares 238,292 $8.4M 0.04% +58,700 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,190 shares; 2024Q4: 112,646 shares; 2025Q1: 68,467 shares; 2025Q2: 74,832 shares; 2025Q3: 112,545 shares; 2025Q4: 247,303 shares; 2026Q1: 298,398 shares; 2026Q2: 345,776 shares 345,776 $8.35M 0.04% +47,378 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: 20,199 shares; 2024Q4: 20,791 shares; 2025Q1: 22,747 shares; 2025Q2: 22,160 shares; 2025Q3: 22,000 shares; 2025Q4: 19,590 shares; 2026Q1: 20,581 shares; 2026Q2: 15,992 shares 15,992 $8.3M 0.04% -4,589 Timeline XSVM 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: 59,679 shares; 2024Q4: 65,919 shares; 2025Q1: 71,037 shares; 2025Q2: 79,226 shares; 2025Q3: 98,349 shares; 2025Q4: 109,810 shares; 2026Q1: 112,004 shares; 2026Q2: 119,124 shares 119,124 $8.29M 0.04% +7,120 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,536 shares; 2024Q4: 110,887 shares; 2025Q1: 110,769 shares; 2025Q2: 115,534 shares; 2025Q3: 118,813 shares; 2025Q4: 106,104 shares; 2026Q1: 100,600 shares; 2026Q2: 86,588 shares 86,588 $8.29M 0.04% -14,012 Timeline SPIP 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: 111,754 shares; 2024Q4: 111,465 shares; 2025Q1: 118,479 shares; 2025Q2: 122,445 shares; 2025Q3: 121,622 shares; 2025Q4: 145,507 shares; 2026Q1: 298,038 shares; 2026Q2: 322,186 shares 322,186 $8.27M 0.04% +24,148 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: 385,406 shares; 2024Q4: 435,387 shares; 2025Q1: 315,163 shares; 2025Q2: 255,837 shares; 2025Q3: 152,449 shares; 2025Q4: 107,635 shares; 2026Q1: 103,242 shares; 2026Q2: 163,095 shares 163,095 $8.25M 0.04% +59,853 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: 19,244 shares; 2024Q4: 21,861 shares; 2025Q1: 21,649 shares; 2025Q2: 25,941 shares; 2025Q3: 26,789 shares; 2025Q4: 25,595 shares; 2026Q1: 27,085 shares; 2026Q2: 29,004 shares 29,004 $8.23M 0.04% +1,919 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: 105,208 shares; 2024Q4: 211,353 shares; 2025Q1: 122,427 shares; 2025Q2: 130,413 shares; 2025Q3: 137,360 shares; 2025Q4: 129,370 shares; 2026Q1: 72,096 shares; 2026Q2: 83,528 shares 83,528 $8.21M 0.04% +11,432 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: 230,208 shares; 2024Q4: 321,786 shares; 2025Q1: 429,412 shares; 2025Q2: 400,560 shares; 2025Q3: 432,719 shares; 2025Q4: 435,523 shares; 2026Q1: 253,270 shares; 2026Q2: 268,036 shares 268,036 $8.2M 0.04% +14,766 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: 36,479 shares 36,479 $8.17M 0.04% new Timeline SKYY 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: 120,366 shares; 2024Q4: 161,588 shares; 2025Q1: 162,938 shares; 2025Q2: 83,173 shares; 2025Q3: 84,161 shares; 2025Q4: 84,442 shares; 2026Q1: 79,544 shares; 2026Q2: 60,684 shares 60,684 $8.17M 0.04% -18,860 Timeline GPIX 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: 21,039 shares; 2024Q4: 25,460 shares; 2025Q1: 66,349 shares; 2025Q2: 23,174 shares; 2025Q3: 56,603 shares; 2025Q4: 91,794 shares; 2026Q1: 85,898 shares; 2026Q2: 146,200 shares 146,200 $8.12M 0.04% +60,302 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,166 shares; 2024Q4: 193,314 shares; 2025Q1: 202,747 shares; 2025Q2: 216,673 shares; 2025Q3: 215,626 shares; 2025Q4: 216,906 shares; 2026Q1: 216,257 shares; 2026Q2: 156,022 shares 156,022 $8.09M 0.04% -60,235 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,170 shares; 2024Q4: 108,425 shares; 2025Q1: 112,830 shares; 2025Q2: 128,475 shares; 2025Q3: 118,369 shares; 2025Q4: 133,496 shares; 2026Q1: 137,202 shares; 2026Q2: 108,609 shares 108,609 $8.07M 0.04% -28,593 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: 306,894 shares; 2024Q4: 370,546 shares; 2025Q1: 345,494 shares; 2025Q2: 363,125 shares; 2025Q3: 427,368 shares; 2025Q4: 641,526 shares; 2026Q1: 770,358 shares; 2026Q2: 105,152 shares 105,152 $8.07M 0.04% -665,206 Timeline DTH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148,886 shares 148,886 $8.06M 0.04% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,814 shares; 2024Q4: 85,355 shares; 2025Q1: 108,096 shares; 2025Q2: 187,123 shares; 2025Q3: 218,779 shares; 2025Q4: 271,259 shares; 2026Q1: 270,060 shares; 2026Q2: 179,019 shares 179,019 $8.01M 0.04% -91,041 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,643 shares; 2024Q4: 9,256 shares; 2025Q1: 9,284 shares; 2025Q2: 11,378 shares; 2025Q3: 7,661 shares; 2025Q4: 10,802 shares; 2026Q1: 3,684 shares; 2026Q2: 23,666 shares 23,666 $7.95M 0.04% +19,982 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: 35,939 shares 35,939 $7.95M 0.04% new 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: 48,221 shares; 2024Q4: 39,976 shares; 2025Q1: 31,051 shares; 2025Q2: 31,522 shares; 2025Q3: 33,193 shares; 2025Q4: 31,657 shares; 2026Q1: 32,015 shares; 2026Q2: 31,007 shares 31,007 $7.93M 0.04% -1,008 Timeline BSCQ 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: 384,171 shares; 2024Q4: 381,018 shares; 2025Q1: 411,904 shares; 2025Q2: 347,431 shares; 2025Q3: 339,424 shares; 2025Q4: 349,585 shares; 2026Q1: 417,575 shares; 2026Q2: 405,377 shares 405,377 $7.91M 0.04% -12,198 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,551 shares; 2025Q2: 26,344 shares; 2025Q3: 30,402 shares; 2025Q4: 32,393 shares; 2026Q1: 30,167 shares; 2026Q2: 31,630 shares 31,630 $7.89M 0.04% +1,463 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,098 shares; 2024Q4: 26,365 shares; 2025Q1: 26,706 shares; 2025Q2: 29,081 shares; 2025Q3: 30,131 shares; 2025Q4: 29,097 shares; 2026Q1: 28,192 shares; 2026Q2: 28,000 shares 28,000 $7.89M 0.04% -192 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: 22,948 shares; 2024Q4: 22,398 shares; 2025Q1: 21,642 shares; 2025Q2: 20,917 shares; 2025Q3: 20,361 shares; 2025Q4: 20,866 shares; 2026Q1: 19,630 shares; 2026Q2: 28,590 shares 28,590 $7.82M 0.04% +8,960 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,972 shares; 2024Q4: 87,286 shares; 2025Q1: 90,739 shares; 2025Q2: 60,928 shares; 2025Q3: 59,641 shares; 2025Q4: 55,267 shares; 2026Q1: 50,803 shares; 2026Q2: 66,777 shares 66,777 $7.82M 0.04% +15,974 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: 256,773 shares; 2024Q4: 253,028 shares; 2025Q1: 259,391 shares; 2025Q2: 240,264 shares; 2025Q3: 247,383 shares; 2025Q4: 222,631 shares; 2026Q1: 236,520 shares; 2026Q2: 254,161 shares 254,161 $7.75M 0.04% +17,641 Timeline LVHD 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: 156,943 shares; 2024Q4: 157,406 shares; 2025Q1: 154,812 shares; 2025Q2: 159,447 shares; 2025Q3: 159,436 shares; 2025Q4: 163,172 shares; 2026Q1: 160,961 shares; 2026Q2: 175,756 shares 175,756 $7.73M 0.04% +14,795 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: 39,185 shares; 2024Q4: 37,775 shares; 2025Q1: 41,930 shares; 2025Q2: 44,189 shares; 2025Q3: 50,204 shares; 2025Q4: 49,266 shares; 2026Q1: 46,162 shares; 2026Q2: 43,531 shares 43,531 $7.68M 0.04% -2,631 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,775 shares; 2024Q4: 188,665 shares; 2025Q1: 191,293 shares; 2025Q2: 192,510 shares; 2025Q3: 196,046 shares; 2025Q4: 192,687 shares; 2026Q1: 193,438 shares; 2026Q2: 96,989 shares 96,989 $7.67M 0.04% -96,449 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,269 shares; 2024Q4: 100,289 shares; 2025Q1: 108,978 shares; 2025Q2: 112,533 shares; 2025Q3: 133,240 shares; 2025Q4: 159,572 shares; 2026Q1: 176,455 shares; 2026Q2: 176,423 shares 176,423 $7.64M 0.03% -32 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,555 shares; 2025Q2: 19,710 shares; 2025Q3: 185,974 shares; 2025Q4: 235,903 shares; 2026Q1: 296,812 shares; 2026Q2: 298,257 shares 298,257 $7.53M 0.03% +1,445 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS 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: 202,517 shares 202,517 $7.47M 0.03% new 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: 18,167 shares; 2024Q4: 22,462 shares; 2025Q1: 31,047 shares; 2025Q2: 24,001 shares; 2025Q3: 22,976 shares; 2025Q4: 23,965 shares; 2026Q1: 26,942 shares; 2026Q2: 21,045 shares 21,045 $7.45M 0.03% -5,897 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: 82,164 shares; 2024Q4: 80,536 shares; 2025Q1: 64,212 shares; 2025Q2: 57,779 shares; 2025Q3: 59,689 shares; 2025Q4: 58,044 shares; 2026Q1: 60,030 shares; 2026Q2: 60,700 shares 60,700 $7.42M 0.03% +670 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,277 shares; 2024Q4: 79,380 shares; 2025Q1: 85,254 shares; 2025Q2: 87,892 shares; 2025Q3: 86,613 shares; 2025Q4: 79,718 shares; 2026Q1: 79,113 shares; 2026Q2: 70,800 shares 70,800 $7.36M 0.03% -8,313 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,166 shares; 2024Q4: 337,371 shares; 2025Q1: 348,718 shares; 2025Q2: 288,693 shares; 2025Q3: 276,412 shares; 2025Q4: 271,336 shares; 2026Q1: 326,447 shares; 2026Q2: 359,115 shares 359,115 $7.31M 0.03% +32,668 Timeline EFIV 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: 235,365 shares; 2024Q4: 241,180 shares; 2025Q1: 150,232 shares; 2025Q2: 151,874 shares; 2025Q3: 150,717 shares; 2025Q4: 151,788 shares; 2026Q1: 123,781 shares; 2026Q2: 99,044 shares 99,044 $7.22M 0.03% -24,737 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,001 shares; 2024Q4: 18,393 shares; 2025Q1: 18,144 shares; 2025Q2: 51,096 shares; 2025Q3: 7,011 shares; 2025Q4: 24,830 shares; 2026Q1: not reported; 2026Q2: 184,344 shares 184,344 $7.22M 0.03% new Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 6,896 shares; 2025Q4: 17,344 shares; 2026Q1: 14,441 shares; 2026Q2: 153,651 shares 153,651 $7.2M 0.03% +139,210 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,486 shares; 2024Q4: 208,344 shares; 2025Q1: 339,276 shares; 2025Q2: 317,271 shares; 2025Q3: 405,020 shares; 2025Q4: 470,153 shares; 2026Q1: 520,838 shares; 2026Q2: 279,445 shares 279,445 $7.19M 0.03% -241,393 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,315 shares; 2024Q4: 177,194 shares; 2025Q1: 135,414 shares; 2025Q2: 166,854 shares; 2025Q3: 168,951 shares; 2025Q4: 207,517 shares; 2026Q1: 216,263 shares; 2026Q2: 228,685 shares 228,685 $7.18M 0.03% +12,422 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: 5,372 shares; 2024Q4: 5,321 shares; 2025Q1: 5,685 shares; 2025Q2: 6,012 shares; 2025Q3: 5,814 shares; 2025Q4: 6,170 shares; 2026Q1: 7,456 shares; 2026Q2: 7,289 shares 7,289 $7.13M 0.03% -167 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,867 shares; 2024Q4: 40,498 shares; 2025Q1: 39,062 shares; 2025Q2: 63,591 shares; 2025Q3: 67,383 shares; 2025Q4: 72,236 shares; 2026Q1: 48,381 shares; 2026Q2: 62,669 shares 62,669 $7.12M 0.03% +14,288 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 172 shares; 2025Q1: 158 shares; 2025Q2: 1,812 shares; 2025Q3: 2,612 shares; 2025Q4: 3,625 shares; 2026Q1: 3,528 shares; 2026Q2: 3,419 shares 3,419 $7.11M 0.03% -109 Timeline BSCR 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: 339,708 shares; 2024Q4: 357,666 shares; 2025Q1: 383,926 shares; 2025Q2: 316,725 shares; 2025Q3: 305,693 shares; 2025Q4: 287,877 shares; 2026Q1: 339,985 shares; 2026Q2: 361,348 shares 361,348 $7.09M 0.03% +21,363 Timeline PWV 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: 18,235 shares; 2024Q4: 18,008 shares; 2025Q1: 18,218 shares; 2025Q2: 18,662 shares; 2025Q3: 63,534 shares; 2025Q4: 75,183 shares; 2026Q1: 94,973 shares; 2026Q2: 93,337 shares 93,337 $7.07M 0.03% -1,636 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,107 shares; 2025Q1: 50,446 shares; 2025Q2: 61,783 shares; 2025Q3: 87,016 shares; 2025Q4: 121,946 shares; 2026Q1: 123,004 shares; 2026Q2: 137,764 shares 137,764 $7.01M 0.03% +14,760 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,708 shares; 2024Q4: 150,174 shares; 2025Q1: 155,145 shares; 2025Q2: 158,839 shares; 2025Q3: 164,234 shares; 2025Q4: 170,177 shares; 2026Q1: 179,784 shares; 2026Q2: 287,482 shares 287,482 $6.99M 0.03% +107,698 Timeline JCPB 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: 9,957 shares; 2024Q4: 10,188 shares; 2025Q1: 9,838 shares; 2025Q2: 9,254 shares; 2025Q3: 9,813 shares; 2025Q4: 10,913 shares; 2026Q1: 10,992 shares; 2026Q2: 148,218 shares 148,218 $6.96M 0.03% +137,226 Timeline JMBS 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: 143,961 shares; 2024Q4: 46,593 shares; 2025Q1: 27,971 shares; 2025Q2: 25,857 shares; 2025Q3: 22,827 shares; 2025Q4: 28,522 shares; 2026Q1: 27,830 shares; 2026Q2: 153,652 shares 153,652 $6.91M 0.03% +125,822 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: 20,936 shares; 2024Q4: 20,444 shares; 2025Q1: 19,499 shares; 2025Q2: 20,457 shares; 2025Q3: 21,477 shares; 2025Q4: 21,379 shares; 2026Q1: 22,952 shares; 2026Q2: 17,384 shares 17,384 $6.9M 0.03% -5,568 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,081 shares; 2024Q4: 164,545 shares; 2025Q1: 177,194 shares; 2025Q2: 189,311 shares; 2025Q3: 201,681 shares; 2025Q4: 206,600 shares; 2026Q1: 218,938 shares; 2026Q2: 68,751 shares 68,751 $6.89M 0.03% -150,187 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: 18,918 shares; 2024Q4: 17,939 shares; 2025Q1: 17,901 shares; 2025Q2: 18,051 shares; 2025Q3: 18,323 shares; 2025Q4: 18,503 shares; 2026Q1: 18,430 shares; 2026Q2: 9,653 shares 9,653 $6.88M 0.03% -8,777 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,697 shares; 2024Q4: 174,178 shares; 2025Q1: 178,040 shares; 2025Q2: 177,497 shares; 2025Q3: 185,724 shares; 2025Q4: 206,194 shares; 2026Q1: 213,798 shares; 2026Q2: 247,099 shares 247,099 $6.84M 0.03% +33,301 Timeline JPEF 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: 8,478 shares; 2024Q4: 8,642 shares; 2025Q1: 8,813 shares; 2025Q2: 10,436 shares; 2025Q3: 10,139 shares; 2025Q4: 10,280 shares; 2026Q1: 10,553 shares; 2026Q2: 85,107 shares 85,107 $6.84M 0.03% +74,554 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,203 shares; 2025Q4: 39,358 shares; 2026Q1: 37,035 shares; 2026Q2: 45,618 shares 45,618 $6.83M 0.03% +8,583 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: 9,107 shares; 2024Q4: 10,279 shares; 2025Q1: 9,592 shares; 2025Q2: 9,853 shares; 2025Q3: 9,703 shares; 2025Q4: 11,063 shares; 2026Q1: 11,049 shares; 2026Q2: 13,391 shares 13,391 $6.82M 0.03% +2,342 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: 19,115 shares; 2024Q4: 21,974 shares; 2025Q1: 9,375 shares; 2025Q2: 32,614 shares; 2025Q3: 36,632 shares; 2025Q4: 36,729 shares; 2026Q1: 32,749 shares; 2026Q2: 38,778 shares 38,778 $6.82M 0.03% +6,029 Timeline