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Sanctuary Advisors, LLC

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13F filer, CIK 1777271, INDIANAPOLIS, IN

Sanctuary Advisors, LLC reported holdings worth $21,585,021,050 (the sum of its rows) across 2,843 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. The total stated on the cover page is $215,850,210,050. Its ten largest share positions make up 17.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001777271-26-000007

The cover page states a total of $215,850,210,050, 900% more than the sum of the rows, $21,585,021,050. This page uses the sum of the rows.

Period
2026-06-30
Value, sum of rows
$21.6B
Stated on the cover page
$216B
Holdings
2,843
Top 10 weight
17.01%
New
428
Sold out
112

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+3,790,163$326M
IVVadded+243,741$183M
VGTadded+637,962$76.2M
IWFadded+561,253$69.7M
IALTnew+2,241,899$62.9M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QUALreduced-319,523-$70.1M
EFVreduced-719,953-$55.1M
HONexited-143,468-$32.4M
THROreduced-701,035-$30.2M
IVEreduced-118,162-$26.8M

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

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001777271-26-000007, largest first. % of portfolio is the value over $21,547,129,547, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,957,600 shares; 2024Q4: 2,811,440 shares; 2025Q1: 2,663,863 shares; 2025Q2: 2,817,019 shares; 2025Q3: 2,787,598 shares; 2025Q4: 2,888,622 shares; 2026Q1: 2,852,930 shares; 2026Q2: 2,901,046 shares 2,901,046$580M2.69%+48,116Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542,388 shares; 2024Q4: 539,016 shares; 2025Q1: 501,116 shares; 2025Q2: 390,589 shares; 2025Q3: 323,125 shares; 2025Q4: 453,493 shares; 2026Q1: 479,992 shares; 2026Q2: 723,733 shares 723,733$542M2.52%+243,741Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743,348 shares; 2024Q4: 756,371 shares; 2025Q1: 738,972 shares; 2025Q2: 718,677 shares; 2025Q3: 665,304 shares; 2025Q4: 691,736 shares; 2026Q1: 698,101 shares; 2026Q2: 4,488,264 shares 4,488,264$387M1.79%+3,790,163Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001,133 shares; 2024Q4: 982,867 shares; 2025Q1: 917,761 shares; 2025Q2: 953,675 shares; 2025Q3: 968,471 shares; 2025Q4: 977,087 shares; 2026Q1: 980,298 shares; 2026Q2: 987,131 shares 987,131$368M1.71%+6,833Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 923,329 shares; 2024Q4: 892,064 shares; 2025Q1: 814,444 shares; 2025Q2: 862,467 shares; 2025Q3: 846,509 shares; 2025Q4: 852,559 shares; 2026Q1: 874,471 shares; 2026Q2: 892,328 shares 892,328$319M1.48%+17,857Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,409 shares; 2024Q4: 352,242 shares; 2025Q1: 405,238 shares; 2025Q2: 407,151 shares; 2025Q3: 391,464 shares; 2025Q4: 397,484 shares; 2026Q1: 410,162 shares; 2026Q2: 450,098 shares 450,098$309M1.43%+39,936Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,784 shares; 2024Q4: 343,257 shares; 2025Q1: 318,213 shares; 2025Q2: 326,985 shares; 2025Q3: 360,008 shares; 2025Q4: 403,009 shares; 2026Q1: 394,346 shares; 2026Q2: 407,568 shares 407,568$304M1.41%+13,222Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,025 shares; 2024Q4: 235,597 shares; 2025Q1: 232,969 shares; 2025Q2: 234,600 shares; 2025Q3: 236,785 shares; 2025Q4: 244,134 shares; 2026Q1: 241,945 shares; 2026Q2: 247,625 shares 247,625$297M1.38%+5,680Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168,757 shares; 2024Q4: 1,156,770 shares; 2025Q1: 1,200,532 shares; 2025Q2: 1,183,958 shares; 2025Q3: 1,198,582 shares; 2025Q4: 1,257,162 shares; 2026Q1: 1,237,731 shares; 2026Q2: 1,300,791 shares 1,300,791$283M1.32%+63,060Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838,926 shares; 2024Q4: 813,658 shares; 2025Q1: 741,796 shares; 2025Q2: 763,356 shares; 2025Q3: 739,767 shares; 2025Q4: 737,823 shares; 2026Q1: 715,328 shares; 2026Q2: 729,103 shares 729,103$275M1.28%+13,775Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716,329 shares; 2024Q4: 701,283 shares; 2025Q1: 660,662 shares; 2025Q2: 701,682 shares; 2025Q3: 692,289 shares; 2025Q4: 702,049 shares; 2026Q1: 718,193 shares; 2026Q2: 737,445 shares 737,445$241M1.12%+19,252Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,448 shares; 2024Q4: 469,708 shares; 2025Q1: 453,019 shares; 2025Q2: 457,903 shares; 2025Q3: 466,857 shares; 2025Q4: 497,416 shares; 2026Q1: 532,340 shares; 2026Q2: 545,107 shares 545,107$193M0.89%+12,767Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042,472 shares; 2024Q4: 2,072,947 shares; 2025Q1: 2,140,207 shares; 2025Q2: 2,339,847 shares; 2025Q3: 2,877,953 shares; 2025Q4: 2,994,449 shares; 2026Q1: 2,460,922 shares; 2026Q2: 2,669,958 shares 2,669,958$182M0.84%+209,036Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,474 shares; 2024Q4: 487,271 shares; 2025Q1: 625,992 shares; 2025Q2: 735,201 shares; 2025Q3: 763,243 shares; 2025Q4: 965,441 shares; 2026Q1: 902,104 shares; 2026Q2: 783,942 shares 783,942$178M0.83%-118,162Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,412,222 shares; 2024Q4: 1,420,998 shares; 2025Q1: 1,468,024 shares; 2025Q2: 1,356,044 shares; 2025Q3: 1,306,322 shares; 2025Q4: 1,352,008 shares; 2026Q1: 1,406,864 shares; 2026Q2: 1,223,682 shares 1,223,682$168M0.78%-183,182Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,187 shares; 2024Q4: 251,847 shares; 2025Q1: 238,046 shares; 2025Q2: 252,188 shares; 2025Q3: 266,480 shares; 2025Q4: 272,095 shares; 2026Q1: 282,725 shares; 2026Q2: 277,633 shares 277,633$156M0.73%-5,092Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879,000 shares; 2024Q4: 1,899,728 shares; 2025Q1: 2,076,927 shares; 2025Q2: 2,104,725 shares; 2025Q3: 2,010,471 shares; 2025Q4: 1,371,859 shares; 2026Q1: 1,385,391 shares; 2026Q2: 1,520,243 shares 1,520,243$147M0.68%+134,852Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,049,895 shares; 2024Q4: 3,010,092 shares; 2025Q1: 2,956,054 shares; 2025Q2: 2,882,865 shares; 2025Q3: 2,551,705 shares; 2025Q4: 2,542,432 shares; 2026Q1: 2,667,710 shares; 2026Q2: 3,165,952 shares 3,165,952$146M0.68%+498,242Timeline
USPXFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758,018 shares; 2024Q4: 1,796,958 shares; 2025Q1: 1,933,270 shares; 2025Q2: 1,726,598 shares; 2025Q3: 1,911,158 shares; 2025Q4: 1,986,959 shares; 2026Q1: 2,140,419 shares; 2026Q2: 2,141,932 shares 2,141,932$140M0.65%+1,513Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181,745 shares; 2024Q4: 1,084,114 shares; 2025Q1: 1,033,934 shares; 2025Q2: 1,059,986 shares; 2025Q3: 1,024,741 shares; 2025Q4: 1,048,409 shares; 2026Q1: 1,025,623 shares; 2026Q2: 1,011,776 shares 1,011,776$138M0.64%-13,847Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130,848 shares; 2024Q4: 1,122,463 shares; 2025Q1: 1,285,411 shares; 2025Q2: 1,512,120 shares; 2025Q3: 1,655,981 shares; 2025Q4: 1,920,644 shares; 2026Q1: 1,806,474 shares; 2026Q2: 1,648,912 shares 1,648,912$137M0.63%-157,562Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,128 shares; 2024Q4: 295,361 shares; 2025Q1: 301,194 shares; 2025Q2: 294,987 shares; 2025Q3: 317,234 shares; 2025Q4: 326,112 shares; 2026Q1: 326,833 shares; 2026Q2: 323,359 shares 323,359$136M0.63%-3,474Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,564 shares; 2024Q4: 125,814 shares; 2025Q1: 122,825 shares; 2025Q2: 128,806 shares; 2025Q3: 125,697 shares; 2025Q4: 126,167 shares; 2026Q1: 127,231 shares; 2026Q2: 123,693 shares 123,693$132M0.61%-3,538Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400,273 shares; 2024Q4: 1,444,690 shares; 2025Q1: 1,550,585 shares; 2025Q2: 1,339,702 shares; 2025Q3: 1,478,841 shares; 2025Q4: 1,563,500 shares; 2026Q1: 1,675,252 shares; 2026Q2: 1,681,358 shares 1,681,358$132M0.61%+6,106Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155,317 shares; 2024Q4: 1,184,304 shares; 2025Q1: 694,855 shares; 2025Q2: 685,448 shares; 2025Q3: 247,702 shares; 2025Q4: 539,068 shares; 2026Q1: 855,806 shares; 2026Q2: 1,017,830 shares 1,017,830$127M0.59%+162,024Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176,980 shares; 2024Q4: 1,167,552 shares; 2025Q1: 1,110,727 shares; 2025Q2: 1,129,597 shares; 2025Q3: 1,171,617 shares; 2025Q4: 1,174,962 shares; 2026Q1: 1,130,844 shares; 2026Q2: 1,085,825 shares 1,085,825$123M0.57%-45,019Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,802 shares; 2024Q4: 487,837 shares; 2025Q1: 484,366 shares; 2025Q2: 480,429 shares; 2025Q3: 472,158 shares; 2025Q4: 479,069 shares; 2026Q1: 479,197 shares; 2026Q2: 474,171 shares 474,171$119M0.55%-5,026Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,776 shares; 2024Q4: 450,347 shares; 2025Q1: 495,280 shares; 2025Q2: 500,596 shares; 2025Q3: 464,126 shares; 2025Q4: 473,415 shares; 2026Q1: 490,072 shares; 2026Q2: 502,877 shares 502,877$119M0.55%+12,805Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,359 shares; 2024Q4: 186,704 shares; 2025Q1: 172,458 shares; 2025Q2: 172,917 shares; 2025Q3: 183,488 shares; 2025Q4: 205,509 shares; 2026Q1: 205,972 shares; 2026Q2: 239,577 shares 239,577$114M0.53%+33,605Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,990 shares; 2024Q4: 321,447 shares; 2025Q1: 318,414 shares; 2025Q2: 329,386 shares; 2025Q3: 342,037 shares; 2025Q4: 339,988 shares; 2026Q1: 320,139 shares; 2026Q2: 318,611 shares 318,611$109M0.51%-1,528Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,572 shares; 2024Q4: 45,031 shares; 2025Q1: 45,879 shares; 2025Q2: 44,280 shares; 2025Q3: 51,799 shares; 2025Q4: 53,446 shares; 2026Q1: 72,723 shares; 2026Q2: 90,864 shares 90,864$105M0.49%+18,141Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,866 shares; 2024Q4: 246,088 shares; 2025Q1: 242,886 shares; 2025Q2: 290,254 shares; 2025Q3: 262,972 shares; 2025Q4: 523,762 shares; 2026Q1: 542,041 shares; 2026Q2: 545,880 shares 545,880$104M0.48%+3,839Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,942 shares; 2024Q4: 117,003 shares; 2025Q1: 111,549 shares; 2025Q2: 115,291 shares; 2025Q3: 110,752 shares; 2025Q4: 107,924 shares; 2026Q1: 102,748 shares; 2026Q2: 110,014 shares 110,014$103M0.48%+7,266Timeline
COROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,296,960 shares; 2026Q2: 2,809,906 shares 2,809,906$103M0.48%+512,946Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831,624 shares; 2024Q4: 816,294 shares; 2025Q1: 742,846 shares; 2025Q2: 798,645 shares; 2025Q3: 796,451 shares; 2025Q4: 848,481 shares; 2026Q1: 886,031 shares; 2026Q2: 863,329 shares 863,329$101M0.47%-22,702Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042,510 shares; 2024Q4: 2,149,319 shares; 2025Q1: 2,110,780 shares; 2025Q2: 1,861,648 shares; 2025Q3: 1,838,803 shares; 2025Q4: 1,843,471 shares; 2026Q1: 4,042,192 shares; 2026Q2: 4,399,631 shares 4,399,631$100M0.47%+357,439Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,179 shares; 2024Q4: 398,073 shares; 2025Q1: 368,392 shares; 2025Q2: 370,344 shares; 2025Q3: 387,728 shares; 2025Q4: 402,425 shares; 2026Q1: 402,894 shares; 2026Q2: 393,933 shares 393,933$100M0.46%-8,961Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,969 shares; 2024Q4: 31,948 shares; 2025Q1: 31,737 shares; 2025Q2: 56,010 shares; 2025Q3: 66,594 shares; 2025Q4: 74,313 shares; 2026Q1: 77,106 shares; 2026Q2: 77,857 shares 77,857$91.5M0.42%+751Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,249 shares; 2024Q4: 123,286 shares; 2025Q1: 126,037 shares; 2025Q2: 138,292 shares; 2025Q3: 162,823 shares; 2025Q4: 188,693 shares; 2026Q1: 174,613 shares; 2026Q2: 735,866 shares 735,866$91.4M0.42%+561,253Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,278 shares; 2024Q4: 136,986 shares; 2025Q1: 127,634 shares; 2025Q2: 125,439 shares; 2025Q3: 147,875 shares; 2025Q4: 163,968 shares; 2026Q1: 183,680 shares; 2026Q2: 214,643 shares 214,643$89.2M0.41%+30,963Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,125 shares; 2024Q4: 89,201 shares; 2025Q1: 88,980 shares; 2025Q2: 92,168 shares; 2025Q3: 91,713 shares; 2025Q4: 91,226 shares; 2026Q1: 90,524 shares; 2026Q2: 728,486 shares 728,486$87.1M0.4%+637,962Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,714 shares; 2024Q4: 155,962 shares; 2025Q1: 155,745 shares; 2025Q2: 154,034 shares; 2025Q3: 159,921 shares; 2025Q4: 162,811 shares; 2026Q1: 165,079 shares; 2026Q2: 166,080 shares 166,080$86.8M0.4%+1,001Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,440 shares; 2024Q4: 77,312 shares; 2025Q1: 166,871 shares; 2025Q2: 204,465 shares; 2025Q3: 209,097 shares; 2025Q4: 224,172 shares; 2026Q1: 216,349 shares; 2026Q2: 232,419 shares 232,419$85.6M0.4%+16,070Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,609 shares; 2024Q4: 74,001 shares; 2025Q1: 74,985 shares; 2025Q2: 73,154 shares; 2025Q3: 73,248 shares; 2025Q4: 78,057 shares; 2026Q1: 79,214 shares; 2026Q2: 82,129 shares 82,129$83.1M0.39%+2,915Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,239 shares; 2024Q4: 166,581 shares; 2025Q1: 382,975 shares; 2025Q2: 486,843 shares; 2025Q3: 523,047 shares; 2025Q4: 637,888 shares; 2026Q1: 683,769 shares; 2026Q2: 778,613 shares 778,613$80.9M0.38%+94,844Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,597 shares; 2024Q4: 255,716 shares; 2025Q1: 253,655 shares; 2025Q2: 252,820 shares; 2025Q3: 250,914 shares; 2025Q4: 249,047 shares; 2026Q1: 226,222 shares; 2026Q2: 226,519 shares 226,519$80.7M0.37%+297Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,993 shares; 2024Q4: 187,729 shares; 2025Q1: 173,890 shares; 2025Q2: 175,731 shares; 2025Q3: 181,816 shares; 2025Q4: 194,056 shares; 2026Q1: 191,337 shares; 2026Q2: 235,582 shares 235,582$80.3M0.37%+44,245Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,089,524 shares; 2024Q4: 2,136,435 shares; 2025Q1: 1,603,700 shares; 2025Q2: 2,313,181 shares; 2025Q3: 1,959,758 shares; 2025Q4: 1,736,536 shares; 2026Q1: 1,760,693 shares; 2026Q2: 1,040,740 shares 1,040,740$79.7M0.37%-719,953Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,692 shares; 2024Q4: 307,534 shares; 2025Q1: 277,150 shares; 2025Q2: 278,752 shares; 2025Q3: 266,641 shares; 2025Q4: 268,735 shares; 2026Q1: 264,484 shares; 2026Q2: 281,188 shares 281,188$79.1M0.37%+16,704Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579,090 shares; 2024Q4: 592,277 shares; 2025Q1: 503,728 shares; 2025Q2: 438,509 shares; 2025Q3: 441,341 shares; 2025Q4: 456,531 shares; 2026Q1: 669,084 shares; 2026Q2: 892,772 shares 892,772$78.5M0.36%+223,688Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394,768 shares; 2024Q4: 368,957 shares; 2025Q1: 354,071 shares; 2025Q2: 373,580 shares; 2025Q3: 398,916 shares; 2025Q4: 396,662 shares; 2026Q1: 472,061 shares; 2026Q2: 457,546 shares 457,546$75.8M0.35%-14,515Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,213 shares; 2024Q4: 204,246 shares; 2025Q1: 169,352 shares; 2025Q2: 121,991 shares; 2025Q3: 118,311 shares; 2025Q4: 121,390 shares; 2026Q1: 122,012 shares; 2026Q2: 201,909 shares 201,909$74.7M0.35%+79,897Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903,220 shares; 2024Q4: 889,168 shares; 2025Q1: 866,456 shares; 2025Q2: 891,760 shares; 2025Q3: 893,809 shares; 2025Q4: 971,340 shares; 2026Q1: 984,746 shares; 2026Q2: 980,791 shares 980,791$74.3M0.34%-3,955Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,004 shares; 2024Q4: 62,087 shares; 2025Q1: 63,343 shares; 2025Q2: 80,180 shares; 2025Q3: 89,431 shares; 2025Q4: 93,404 shares; 2026Q1: 94,572 shares; 2026Q2: 95,797 shares 95,797$73.1M0.34%+1,225Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590,910 shares; 2024Q4: 606,210 shares; 2025Q1: 616,265 shares; 2025Q2: 618,606 shares; 2025Q3: 698,994 shares; 2025Q4: 755,278 shares; 2026Q1: 768,573 shares; 2026Q2: 1,008,618 shares 1,008,618$71.9M0.33%+240,045Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,869 shares; 2024Q4: 120,856 shares; 2025Q1: 132,771 shares; 2025Q2: 138,758 shares; 2025Q3: 147,161 shares; 2025Q4: 164,906 shares; 2026Q1: 165,610 shares; 2026Q2: 236,909 shares 236,909$71.8M0.33%+71,299Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364,476 shares; 2024Q4: 1,434,168 shares; 2025Q1: 1,390,423 shares; 2025Q2: 1,436,169 shares; 2025Q3: 1,343,926 shares; 2025Q4: 1,432,285 shares; 2026Q1: 1,361,467 shares; 2026Q2: 1,414,356 shares 1,414,356$71.5M0.33%+52,889Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667,493 shares; 2025Q3: 1,282,076 shares; 2025Q4: 1,483,384 shares; 2026Q1: 1,605,454 shares; 2026Q2: 1,353,121 shares 1,353,121$71.3M0.33%-252,333Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,981 shares; 2024Q4: 154,926 shares; 2025Q1: 157,787 shares; 2025Q2: 142,728 shares; 2025Q3: 146,167 shares; 2025Q4: 233,841 shares; 2026Q1: 242,941 shares; 2026Q2: 205,348 shares 205,348$70.4M0.33%-37,593Timeline
FLCBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,419,392 shares; 2024Q4: 2,518,428 shares; 2025Q1: 2,527,375 shares; 2025Q2: 2,442,428 shares; 2025Q3: 2,787,760 shares; 2025Q4: 2,769,842 shares; 2026Q1: 3,081,221 shares; 2026Q2: 3,238,403 shares 3,238,403$69.3M0.32%+157,182Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,564 shares; 2024Q4: 126,602 shares; 2025Q1: 179,494 shares; 2025Q2: 231,520 shares; 2025Q3: 254,714 shares; 2025Q4: 264,677 shares; 2026Q1: 295,466 shares; 2026Q2: 270,733 shares 270,733$69.2M0.32%-24,733Timeline
ESNNORTHERN LTS FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,784,749 shares; 2025Q1: 2,777,378 shares; 2025Q2: 3,065,926 shares; 2025Q3: 3,242,554 shares; 2025Q4: 3,302,710 shares; 2026Q1: 3,289,819 shares; 2026Q2: 3,459,659 shares 3,459,659$68.8M0.32%+169,840Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,649 shares; 2024Q4: 168,724 shares; 2025Q1: 174,974 shares; 2025Q2: 161,591 shares; 2025Q3: 178,372 shares; 2025Q4: 188,352 shares; 2026Q1: 191,846 shares; 2026Q2: 848,107 shares 848,107$68.3M0.32%+656,261Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420,244 shares; 2024Q4: 574,819 shares; 2025Q1: 748,577 shares; 2025Q2: 877,851 shares; 2025Q3: 998,710 shares; 2025Q4: 1,128,661 shares; 2026Q1: 1,272,554 shares; 2026Q2: 1,298,504 shares 1,298,504$65.6M0.3%+25,950Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,834 shares; 2024Q4: 386,941 shares; 2025Q1: 378,447 shares; 2025Q2: 951,876 shares; 2025Q3: 933,328 shares; 2025Q4: 995,269 shares; 2026Q1: 1,183,884 shares; 2026Q2: 1,277,368 shares 1,277,368$65.1M0.3%+93,484Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,524 shares; 2024Q4: 375,512 shares; 2025Q1: 394,182 shares; 2025Q2: 460,005 shares; 2025Q3: 535,996 shares; 2025Q4: 579,919 shares; 2026Q1: 562,025 shares; 2026Q2: 556,436 shares 556,436$64.9M0.3%-5,589Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679,738 shares; 2024Q4: 701,798 shares; 2025Q1: 993,147 shares; 2025Q2: 1,464,286 shares; 2025Q3: 1,570,664 shares; 2025Q4: 1,873,248 shares; 2026Q1: 1,909,261 shares; 2026Q2: 1,761,499 shares 1,761,499$63.9M0.3%-147,762Timeline
IALTBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,241,899 shares 2,241,899$62.9M0.29%newTimeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779,459 shares; 2024Q4: 783,589 shares; 2025Q1: 897,346 shares; 2025Q2: 949,298 shares; 2025Q3: 862,480 shares; 2025Q4: 567,790 shares; 2026Q1: 604,311 shares; 2026Q2: 284,788 shares 284,788$62.5M0.29%-319,523Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,330 shares; 2025Q2: 1,716,503 shares; 2025Q3: 1,848,929 shares; 2025Q4: 1,965,140 shares; 2026Q1: 2,123,956 shares; 2026Q2: 1,422,921 shares 1,422,921$61.3M0.28%-701,035Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,527 shares; 2024Q4: 256,652 shares; 2025Q1: 260,690 shares; 2025Q2: 291,046 shares; 2025Q3: 246,526 shares; 2025Q4: 277,366 shares; 2026Q1: 285,796 shares; 2026Q2: 286,888 shares 286,888$61M0.28%+1,092Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,475 shares; 2024Q4: 334,123 shares; 2025Q1: 334,002 shares; 2025Q2: 356,960 shares; 2025Q3: 202,795 shares; 2025Q4: 209,328 shares; 2026Q1: 231,479 shares; 2026Q2: 241,829 shares 241,829$61M0.28%+10,350Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,180 shares; 2024Q4: 245,329 shares; 2025Q1: 564,223 shares; 2025Q2: 699,664 shares; 2025Q3: 754,673 shares; 2025Q4: 698,389 shares; 2026Q1: 681,690 shares; 2026Q2: 600,513 shares 600,513$60.3M0.28%-81,177Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,488 shares; 2024Q4: 460,712 shares; 2025Q1: 403,176 shares; 2025Q2: 424,858 shares; 2025Q3: 422,644 shares; 2025Q4: 418,381 shares; 2026Q1: 413,573 shares; 2026Q2: 404,401 shares 404,401$59.3M0.28%-9,172Timeline
BLCRBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980,155 shares; 2026Q2: 1,176,984 shares 1,176,984$59.3M0.28%+196,829Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,131 shares; 2024Q4: 148,244 shares; 2025Q1: 143,999 shares; 2025Q2: 148,772 shares; 2025Q3: 138,110 shares; 2025Q4: 143,127 shares; 2026Q1: 151,568 shares; 2026Q2: 157,023 shares 157,023$58.7M0.27%+5,455Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,609 shares; 2024Q4: 192,493 shares; 2025Q1: 180,281 shares; 2025Q2: 184,683 shares; 2025Q3: 178,799 shares; 2025Q4: 167,963 shares; 2026Q1: 170,975 shares; 2026Q2: 160,662 shares 160,662$56.7M0.26%-10,313Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788,800 shares; 2024Q4: 801,641 shares; 2025Q1: 814,125 shares; 2025Q2: 812,576 shares; 2025Q3: 888,201 shares; 2025Q4: 949,929 shares; 2026Q1: 728,291 shares; 2026Q2: 744,703 shares 744,703$56.2M0.26%+16,412Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,478 shares; 2024Q4: 85,654 shares; 2025Q1: 85,710 shares; 2025Q2: 85,938 shares; 2025Q3: 80,877 shares; 2025Q4: 788,445 shares; 2026Q1: 826,101 shares; 2026Q2: 777,821 shares 777,821$55.5M0.26%-48,280Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 173,887 shares; 2025Q1: 124,107 shares; 2025Q2: 131,129 shares; 2025Q3: 114,527 shares; 2025Q4: 122,204 shares; 2026Q1: 124,450 shares; 2026Q2: 125,503 shares 125,503$54.4M0.25%+1,053Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,500 shares; 2024Q4: 152,313 shares; 2025Q1: 208,271 shares; 2025Q2: 245,859 shares; 2025Q3: 333,749 shares; 2025Q4: 348,477 shares; 2026Q1: 151,708 shares; 2026Q2: 147,078 shares 147,078$53.8M0.25%-4,630Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,609 shares; 2024Q4: 171,064 shares; 2025Q1: 168,946 shares; 2025Q2: 171,097 shares; 2025Q3: 169,328 shares; 2025Q4: 173,949 shares; 2026Q1: 174,967 shares; 2026Q2: 198,568 shares 198,568$53.7M0.25%+23,601Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,184 shares; 2024Q4: 5,594 shares; 2025Q1: 9,722 shares; 2025Q2: 46,709 shares; 2025Q3: 500,741 shares; 2025Q4: 546,365 shares; 2026Q1: 770,947 shares; 2026Q2: 892,482 shares 892,482$53.3M0.25%+121,535Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,670 shares; 2024Q4: 167,840 shares; 2025Q1: 163,070 shares; 2025Q2: 165,102 shares; 2025Q3: 160,541 shares; 2025Q4: 158,304 shares; 2026Q1: 182,480 shares; 2026Q2: 178,646 shares 178,646$53.2M0.25%-3,834Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510,380 shares; 2024Q4: 460,821 shares; 2025Q1: 459,079 shares; 2025Q2: 528,470 shares; 2025Q3: 557,916 shares; 2025Q4: 579,516 shares; 2026Q1: 587,643 shares; 2026Q2: 596,968 shares 596,968$52.4M0.24%+9,325Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729,902 shares; 2024Q4: 948,910 shares; 2025Q1: 1,202,606 shares; 2025Q2: 1,255,647 shares; 2025Q3: 813,406 shares; 2025Q4: 1,075,966 shares; 2026Q1: 1,108,323 shares; 2026Q2: 1,138,388 shares 1,138,388$52.1M0.24%+30,065Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,604 shares; 2024Q4: 256,380 shares; 2025Q1: 234,875 shares; 2025Q2: 245,235 shares; 2025Q3: 254,861 shares; 2025Q4: 265,943 shares; 2026Q1: 403,060 shares; 2026Q2: 366,969 shares 366,969$51.2M0.24%-36,091Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,387 shares; 2024Q4: 383,691 shares; 2025Q1: 346,672 shares; 2025Q2: 260,936 shares; 2025Q3: 303,693 shares; 2025Q4: 344,687 shares; 2026Q1: 391,339 shares; 2026Q2: 508,591 shares 508,591$51.2M0.24%+117,252Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,321 shares; 2024Q4: 424,832 shares; 2025Q1: 443,622 shares; 2025Q2: 394,509 shares; 2025Q3: 350,172 shares; 2025Q4: 345,308 shares; 2026Q1: 353,652 shares; 2026Q2: 339,968 shares 339,968$50.4M0.23%-13,684Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,396 shares; 2024Q4: 220,415 shares; 2025Q1: 230,500 shares; 2025Q2: 267,420 shares; 2025Q3: 284,357 shares; 2025Q4: 291,470 shares; 2026Q1: 317,635 shares; 2026Q2: 266,459 shares 266,459$48.2M0.22%-51,176Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290,473 shares; 2024Q4: 1,299,220 shares; 2025Q1: 1,011,419 shares; 2025Q2: 391,762 shares; 2025Q3: 355,174 shares; 2025Q4: 353,840 shares; 2026Q1: 385,115 shares; 2026Q2: 469,938 shares 469,938$48.1M0.22%+84,823Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,744 shares; 2024Q4: 450,606 shares; 2025Q1: 387,991 shares; 2025Q2: 340,662 shares; 2025Q3: 336,656 shares; 2025Q4: 357,508 shares; 2026Q1: 406,087 shares; 2026Q2: 370,246 shares 370,246$47.6M0.22%-35,841Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,518 shares; 2024Q4: 92,772 shares; 2025Q1: 89,411 shares; 2025Q2: 86,075 shares; 2025Q3: 96,647 shares; 2025Q4: 203,559 shares; 2026Q1: 149,843 shares; 2026Q2: 155,633 shares 155,633$47.2M0.22%+5,790Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391,616 shares; 2025Q3: 426,768 shares; 2025Q4: 432,625 shares; 2026Q1: 841,578 shares; 2026Q2: 867,190 shares 867,190$45.8M0.21%+25,612Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,400 shares; 2024Q4: 194,415 shares; 2025Q1: 181,242 shares; 2025Q2: 125,850 shares; 2025Q3: 145,039 shares; 2025Q4: 165,986 shares; 2026Q1: 154,202 shares; 2026Q2: 152,529 shares 152,529$45.8M0.21%-1,673Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,910 shares; 2024Q4: 458,816 shares; 2025Q1: 478,664 shares; 2025Q2: 474,877 shares; 2025Q3: 528,657 shares; 2025Q4: 572,513 shares; 2026Q1: 594,398 shares; 2026Q2: 598,717 shares 598,717$45.1M0.21%+4,319Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,667 shares; 2024Q4: 331,163 shares; 2025Q1: 333,471 shares; 2025Q2: 352,808 shares; 2025Q3: 369,712 shares; 2025Q4: 408,426 shares; 2026Q1: 437,965 shares; 2026Q2: 750,676 shares 750,676$44.8M0.21%+312,711Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,586 shares; 2024Q4: 159,160 shares; 2025Q1: 168,640 shares; 2025Q2: 185,329 shares; 2025Q3: 191,937 shares; 2025Q4: 192,466 shares; 2026Q1: 183,420 shares; 2026Q2: 196,946 shares 196,946$44.7M0.21%+13,526Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553,187 shares; 2026Q1: 579,402 shares; 2026Q2: 590,254 shares 590,254$44.6M0.21%+10,852Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,030 shares; 2024Q4: 43,507 shares; 2025Q1: 42,443 shares; 2025Q2: 44,408 shares; 2025Q3: 47,063 shares; 2025Q4: 46,061 shares; 2026Q1: 43,760 shares; 2026Q2: 44,822 shares 44,822$43.8M0.2%+1,062Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,953 shares; 2024Q4: 540,277 shares; 2025Q1: 449,487 shares; 2025Q2: 444,048 shares; 2025Q3: 438,784 shares; 2025Q4: 449,261 shares; 2026Q1: 511,510 shares; 2026Q2: 529,648 shares 529,648$43M0.2%+18,138Timeline
OUSMALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754,871 shares; 2024Q4: 774,152 shares; 2025Q1: 780,977 shares; 2025Q2: 788,697 shares; 2025Q3: 839,109 shares; 2025Q4: 884,770 shares; 2026Q1: 880,733 shares; 2026Q2: 898,228 shares 898,228$42.7M0.2%+17,495Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,452 shares; 2024Q4: 148,957 shares; 2025Q1: 152,824 shares; 2025Q2: 149,591 shares; 2025Q3: 153,674 shares; 2025Q4: 168,373 shares; 2026Q1: 169,301 shares; 2026Q2: 174,818 shares 174,818$42.5M0.2%+5,517Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,784 shares; 2024Q4: 517,987 shares; 2025Q1: 446,808 shares; 2025Q2: 494,508 shares; 2025Q3: 505,117 shares; 2025Q4: 556,996 shares; 2026Q1: 566,366 shares; 2026Q2: 579,228 shares 579,228$41.7M0.19%+12,862Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980,222 shares; 2024Q4: 980,949 shares; 2025Q1: 965,655 shares; 2025Q2: 993,695 shares; 2025Q3: 919,657 shares; 2025Q4: 886,134 shares; 2026Q1: 992,459 shares; 2026Q2: 983,624 shares 983,624$41.6M0.19%-8,835Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324,980 shares; 2025Q3: 1,413,034 shares; 2025Q4: 966,018 shares; 2026Q1: 969,801 shares; 2026Q2: 1,029,427 shares 1,029,427$41.3M0.19%+59,626Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,576 shares; 2024Q4: 23,862 shares; 2025Q1: 30,372 shares; 2025Q2: 37,222 shares; 2025Q3: 34,933 shares; 2025Q4: 32,853 shares; 2026Q1: 32,389 shares; 2026Q2: 42,792 shares 42,792$41.3M0.19%+10,403Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,868 shares; 2024Q4: 47,229 shares; 2025Q1: 53,988 shares; 2025Q2: 178,106 shares; 2025Q3: 197,974 shares; 2025Q4: 279,801 shares; 2026Q1: 288,988 shares; 2026Q2: 255,060 shares 255,060$41.2M0.19%-33,928Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,621 shares; 2024Q4: 106,381 shares; 2025Q1: 86,410 shares; 2025Q2: 86,799 shares; 2025Q3: 93,984 shares; 2025Q4: 88,718 shares; 2026Q1: 92,038 shares; 2026Q2: 96,188 shares 96,188$41M0.19%+4,150Timeline
DIVIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,250 shares; 2024Q4: 454,643 shares; 2025Q1: 727,720 shares; 2025Q2: 912,399 shares; 2025Q3: 989,769 shares; 2025Q4: 996,441 shares; 2026Q1: 974,007 shares; 2026Q2: 957,291 shares 957,291$40.9M0.19%-16,716Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,515 shares; 2024Q4: 22,822 shares; 2025Q1: 23,869 shares; 2025Q2: 22,735 shares; 2025Q3: 22,906 shares; 2025Q4: 22,449 shares; 2026Q1: 22,254 shares; 2026Q2: 114,745 shares 114,745$39.5M0.18%+92,491Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,380 shares; 2024Q4: 345,357 shares; 2025Q1: 330,550 shares; 2025Q2: 344,027 shares; 2025Q3: 306,967 shares; 2025Q4: 339,913 shares; 2026Q1: 339,977 shares; 2026Q2: 364,746 shares 364,746$39.3M0.18%+24,769Timeline
CRUXCOLUMBIA ETF TR IQuarterly 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: 941,699 shares; 2026Q2: 1,306,443 shares 1,306,443$39.2M0.18%+364,744Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,586,394 shares; 2024Q4: 1,564,056 shares; 2025Q1: 1,563,294 shares; 2025Q2: 1,505,465 shares; 2025Q3: 1,307,762 shares; 2025Q4: 1,353,103 shares; 2026Q1: 1,406,760 shares; 2026Q2: 1,533,755 shares 1,533,755$39.1M0.18%+126,995Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,156 shares; 2024Q4: 207,227 shares; 2025Q1: 198,207 shares; 2025Q2: 205,320 shares; 2025Q3: 218,742 shares; 2025Q4: 226,121 shares; 2026Q1: 240,515 shares; 2026Q2: 257,649 shares 257,649$39M0.18%+17,134Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,861 shares; 2024Q4: 21,775 shares; 2025Q1: 15,528 shares; 2025Q2: 14,384 shares; 2025Q3: 13,799 shares; 2025Q4: 13,974 shares; 2026Q1: 13,082 shares; 2026Q2: 128,932 shares 128,932$38.9M0.18%+115,850Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,684 shares; 2024Q4: 400,608 shares; 2025Q1: 400,184 shares; 2025Q2: 398,909 shares; 2025Q3: 350,149 shares; 2025Q4: 368,033 shares; 2026Q1: 402,801 shares; 2026Q2: 401,627 shares 401,627$38.4M0.18%-1,174Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,079 shares; 2024Q4: 315,749 shares; 2025Q1: 307,087 shares; 2025Q2: 320,894 shares; 2025Q3: 371,884 shares; 2025Q4: 360,099 shares; 2026Q1: 272,688 shares; 2026Q2: 260,317 shares 260,317$38.1M0.18%-12,371Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,113 shares; 2025Q1: 33,767 shares; 2025Q2: 34,317 shares; 2025Q3: 36,729 shares; 2025Q4: 38,724 shares; 2026Q1: 39,620 shares; 2026Q2: 39,574 shares 39,574$38.1M0.18%-46Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,327 shares; 2024Q4: 85,210 shares; 2025Q1: 80,705 shares; 2025Q2: 86,845 shares; 2025Q3: 89,751 shares; 2025Q4: 89,767 shares; 2026Q1: 82,145 shares; 2026Q2: 73,048 shares 73,048$37.5M0.17%-9,097Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,566 shares; 2024Q4: 229,021 shares; 2025Q1: 227,323 shares; 2025Q2: 220,790 shares; 2025Q3: 205,912 shares; 2025Q4: 208,275 shares; 2026Q1: 213,125 shares; 2026Q2: 235,348 shares 235,348$37.3M0.17%+22,223Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617,882 shares; 2024Q4: 646,691 shares; 2025Q1: 672,548 shares; 2025Q2: 602,102 shares; 2025Q3: 644,489 shares; 2025Q4: 649,426 shares; 2026Q1: 682,503 shares; 2026Q2: 755,572 shares 755,572$37.2M0.17%+73,069Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,653 shares; 2024Q4: 234,174 shares; 2025Q1: 218,210 shares; 2025Q2: 224,349 shares; 2025Q3: 230,320 shares; 2025Q4: 230,079 shares; 2026Q1: 245,268 shares; 2026Q2: 260,093 shares 260,093$37.2M0.17%+14,825Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,348 shares; 2024Q4: 14,969 shares; 2025Q1: 14,074 shares; 2025Q2: 14,527 shares; 2025Q3: 15,871 shares; 2025Q4: 18,761 shares; 2026Q1: 18,509 shares; 2026Q2: 18,678 shares 18,678$37.2M0.17%+169Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,387 shares; 2024Q4: 313,937 shares; 2025Q1: 362,653 shares; 2025Q2: 408,603 shares; 2025Q3: 396,852 shares; 2025Q4: 402,604 shares; 2026Q1: 418,558 shares; 2026Q2: 474,232 shares 474,232$36.6M0.17%+55,674Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,101 shares; 2024Q4: 325,749 shares; 2025Q1: 352,552 shares; 2025Q2: 354,999 shares; 2025Q3: 395,502 shares; 2025Q4: 449,791 shares; 2026Q1: 437,471 shares; 2026Q2: 440,674 shares 440,674$36.4M0.17%+3,203Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,285 shares; 2024Q4: 21,247 shares; 2025Q1: 21,610 shares; 2025Q2: 33,832 shares; 2025Q3: 46,026 shares; 2025Q4: 54,939 shares; 2026Q1: 53,854 shares; 2026Q2: 56,599 shares 56,599$36.2M0.17%+2,745Timeline
DCREDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,829 shares; 2024Q4: 397,382 shares; 2025Q1: 412,185 shares; 2025Q2: 708,674 shares; 2025Q3: 661,661 shares; 2025Q4: 666,603 shares; 2026Q1: 700,290 shares; 2026Q2: 696,975 shares 696,975$36.1M0.17%-3,315Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885,959 shares; 2024Q4: 1,063,085 shares; 2025Q1: 1,202,662 shares; 2025Q2: 1,467,986 shares; 2025Q3: 1,625,830 shares; 2025Q4: 1,630,707 shares; 2026Q1: 1,888,661 shares; 2026Q2: 1,874,897 shares 1,874,897$35.8M0.17%-13,764Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,451 shares; 2024Q4: 132,198 shares; 2025Q1: 135,489 shares; 2025Q2: 138,226 shares; 2025Q3: 127,653 shares; 2025Q4: 131,801 shares; 2026Q1: 166,868 shares; 2026Q2: 136,939 shares 136,939$35.7M0.17%-29,929Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,055 shares; 2024Q4: 227,053 shares; 2025Q1: 199,702 shares; 2025Q2: 203,638 shares; 2025Q3: 230,415 shares; 2025Q4: 243,840 shares; 2026Q1: 247,703 shares; 2026Q2: 225,560 shares 225,560$35.6M0.17%-22,143Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,544 shares; 2024Q4: 394,463 shares; 2025Q1: 392,801 shares; 2025Q2: 408,692 shares; 2025Q3: 414,498 shares; 2025Q4: 431,123 shares; 2026Q1: 405,244 shares; 2026Q2: 430,811 shares 430,811$35.6M0.17%+25,567Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,314 shares; 2024Q4: 346,492 shares; 2025Q1: 304,493 shares; 2025Q2: 312,703 shares; 2025Q3: 314,375 shares; 2025Q4: 314,846 shares; 2026Q1: 327,194 shares; 2026Q2: 365,786 shares 365,786$34.6M0.16%+38,592Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452,739 shares; 2024Q4: 464,801 shares; 2025Q1: 472,941 shares; 2025Q2: 489,146 shares; 2025Q3: 487,499 shares; 2025Q4: 498,575 shares; 2026Q1: 420,652 shares; 2026Q2: 461,473 shares 461,473$34.3M0.16%+40,821Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,138 shares; 2024Q4: 100,583 shares; 2025Q1: 126,122 shares; 2025Q2: 137,106 shares; 2025Q3: 145,140 shares; 2025Q4: 251,848 shares; 2026Q1: 277,294 shares; 2026Q2: 257,146 shares 257,146$34.3M0.16%-20,148Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,826 shares; 2024Q4: 310,493 shares; 2025Q1: 267,501 shares; 2025Q2: 282,693 shares; 2025Q3: 298,380 shares; 2025Q4: 591,524 shares; 2026Q1: 671,814 shares; 2026Q2: 644,258 shares 644,258$34.2M0.16%-27,556Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,327 shares; 2024Q4: 254,048 shares; 2025Q1: 239,795 shares; 2025Q2: 226,607 shares; 2025Q3: 221,785 shares; 2025Q4: 225,594 shares; 2026Q1: 214,831 shares; 2026Q2: 184,694 shares 184,694$34.1M0.16%-30,137Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,515 shares; 2024Q4: 33,656 shares; 2025Q1: 35,666 shares; 2025Q2: 35,842 shares; 2025Q3: 36,674 shares; 2025Q4: 45,747 shares; 2026Q1: 45,423 shares; 2026Q2: 47,717 shares 47,717$34M0.16%+2,294Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,240 shares; 2024Q4: 105,854 shares; 2025Q1: 111,498 shares; 2025Q2: 115,359 shares; 2025Q3: 143,257 shares; 2025Q4: 143,158 shares; 2026Q1: 146,216 shares; 2026Q2: 138,965 shares 138,965$33.7M0.16%-7,251Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,114 shares; 2024Q4: 165,374 shares; 2025Q1: 160,736 shares; 2025Q2: 157,698 shares; 2025Q3: 163,573 shares; 2025Q4: 164,700 shares; 2026Q1: 156,416 shares; 2026Q2: 159,334 shares 159,334$33.3M0.15%+2,918Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,699 shares; 2024Q4: 275,016 shares; 2025Q1: 260,943 shares; 2025Q2: 254,179 shares; 2025Q3: 248,898 shares; 2025Q4: 316,621 shares; 2026Q1: 337,631 shares; 2026Q2: 389,370 shares 389,370$33.3M0.15%+51,739Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,126 shares; 2024Q4: 163,515 shares; 2025Q1: 171,255 shares; 2025Q2: 194,830 shares; 2025Q3: 200,606 shares; 2025Q4: 216,328 shares; 2026Q1: 253,944 shares; 2026Q2: 237,262 shares 237,262$33.2M0.15%-16,682Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,411 shares; 2024Q4: 44,897 shares; 2025Q1: 47,847 shares; 2025Q2: 52,451 shares; 2025Q3: 54,500 shares; 2025Q4: 52,667 shares; 2026Q1: 53,327 shares; 2026Q2: 52,268 shares 52,268$33.2M0.15%-1,059Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,234 shares; 2024Q4: 315,941 shares; 2025Q1: 307,467 shares; 2025Q2: 338,089 shares; 2025Q3: 354,722 shares; 2025Q4: 339,116 shares; 2026Q1: 360,004 shares; 2026Q2: 340,314 shares 340,314$32.8M0.15%-19,690Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,533 shares; 2024Q4: 146,394 shares; 2025Q1: 145,912 shares; 2025Q2: 143,619 shares; 2025Q3: 143,926 shares; 2025Q4: 142,765 shares; 2026Q1: 121,565 shares; 2026Q2: 122,965 shares 122,965$31.7M0.15%+1,400Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,093 shares; 2024Q4: 569,687 shares; 2025Q1: 274,906 shares; 2025Q2: 280,125 shares; 2025Q3: 290,398 shares; 2025Q4: 287,212 shares; 2026Q1: 291,732 shares; 2026Q2: 319,381 shares 319,381$31.6M0.15%+27,649Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,107 shares; 2024Q4: 170,420 shares; 2025Q1: 158,683 shares; 2025Q2: 160,559 shares; 2025Q3: 143,457 shares; 2025Q4: 147,928 shares; 2026Q1: 155,938 shares; 2026Q2: 142,967 shares 142,967$31.5M0.15%-12,971Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912,589 shares; 2024Q4: 924,802 shares; 2025Q1: 803,655 shares; 2025Q2: 803,385 shares; 2025Q3: 476,939 shares; 2025Q4: 497,404 shares; 2026Q1: 911,443 shares; 2026Q2: 986,443 shares 986,443$31.3M0.15%+75,000Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,867 shares; 2024Q4: 455,263 shares; 2025Q1: 513,193 shares; 2025Q2: 438,884 shares; 2025Q3: 473,940 shares; 2025Q4: 470,100 shares; 2026Q1: 482,373 shares; 2026Q2: 579,143 shares 579,143$31M0.14%+96,770Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,640 shares; 2024Q4: 202,927 shares; 2025Q1: 194,149 shares; 2025Q2: 198,089 shares; 2025Q3: 303,638 shares; 2025Q4: 207,713 shares; 2026Q1: 253,057 shares; 2026Q2: 492,074 shares 492,074$30.9M0.14%+239,017Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,976 shares; 2024Q4: 185,185 shares; 2025Q1: 179,199 shares; 2025Q2: 142,161 shares; 2025Q3: 154,575 shares; 2025Q4: 154,541 shares; 2026Q1: 156,840 shares; 2026Q2: 163,131 shares 163,131$30.7M0.14%+6,291Timeline
JSIJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,670 shares; 2024Q4: 7,711 shares; 2025Q1: 9,562 shares; 2025Q2: 281,954 shares; 2025Q3: 465,708 shares; 2025Q4: 511,412 shares; 2026Q1: 577,225 shares; 2026Q2: 597,283 shares 597,283$30.6M0.14%+20,058Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,135 shares; 2024Q4: 444,193 shares; 2025Q1: 435,648 shares; 2025Q2: 586,753 shares; 2025Q3: 695,743 shares; 2025Q4: 712,975 shares; 2026Q1: 676,901 shares; 2026Q2: 665,408 shares 665,408$30.4M0.14%-11,493Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100,943 shares; 2024Q4: 1,016,423 shares; 2025Q1: 971,510 shares; 2025Q2: 986,773 shares; 2025Q3: 1,069,907 shares; 2025Q4: 1,508,810 shares; 2026Q1: 1,498,520 shares; 2026Q2: 1,466,424 shares 1,466,424$30.4M0.14%-32,096Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286,369 shares; 2025Q3: 330,888 shares; 2025Q4: 494,168 shares; 2026Q1: 558,295 shares; 2026Q2: 596,769 shares 596,769$30.2M0.14%+38,474Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,255 shares; 2024Q4: 18,290 shares; 2025Q1: 18,077 shares; 2025Q2: 343,012 shares; 2025Q3: 348,874 shares; 2025Q4: 350,715 shares; 2026Q1: 332,920 shares; 2026Q2: 327,122 shares 327,122$30.1M0.14%-5,798Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,908 shares; 2024Q4: 104,911 shares; 2025Q1: 92,181 shares; 2025Q2: 88,801 shares; 2025Q3: 91,955 shares; 2025Q4: 90,009 shares; 2026Q1: 115,545 shares; 2026Q2: 122,019 shares 122,019$30M0.14%+6,474Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,003 shares; 2024Q4: 114,432 shares; 2025Q1: 112,098 shares; 2025Q2: 103,864 shares; 2025Q3: 103,184 shares; 2025Q4: 104,374 shares; 2026Q1: 109,248 shares; 2026Q2: 109,273 shares 109,273$29.7M0.14%+25Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746,606 shares; 2024Q4: 806,856 shares; 2025Q1: 870,080 shares; 2025Q2: 882,706 shares; 2025Q3: 879,830 shares; 2025Q4: 823,567 shares; 2026Q1: 828,971 shares; 2026Q2: 923,174 shares 923,174$29.5M0.14%+94,203Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,682 shares; 2024Q4: 64,254 shares; 2025Q1: 52,107 shares; 2025Q2: 52,031 shares; 2025Q3: 48,927 shares; 2025Q4: 51,386 shares; 2026Q1: 57,202 shares; 2026Q2: 57,477 shares 57,477$29.3M0.14%+275Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,890 shares; 2024Q4: 203,347 shares; 2025Q1: 220,563 shares; 2025Q2: 244,260 shares; 2025Q3: 235,493 shares; 2025Q4: 236,100 shares; 2026Q1: 235,724 shares; 2026Q2: 265,702 shares 265,702$28.5M0.13%+29,978Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,021 shares; 2024Q4: 89,485 shares; 2025Q1: 67,706 shares; 2025Q2: 76,687 shares; 2025Q3: 83,505 shares; 2025Q4: 84,656 shares; 2026Q1: 82,476 shares; 2026Q2: 82,800 shares 82,800$28.2M0.13%+324Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,277 shares; 2024Q4: 33,053 shares; 2025Q1: 32,406 shares; 2025Q2: 33,236 shares; 2025Q3: 35,905 shares; 2025Q4: 35,178 shares; 2026Q1: 36,770 shares; 2026Q2: 42,850 shares 42,850$28.1M0.13%+6,080Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,479 shares; 2024Q4: 216,805 shares; 2025Q1: 271,311 shares; 2025Q2: 291,268 shares; 2025Q3: 329,712 shares; 2025Q4: 319,471 shares; 2026Q1: 325,077 shares; 2026Q2: 346,590 shares 346,590$28.1M0.13%+21,513Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629,141 shares; 2024Q4: 648,344 shares; 2025Q1: 669,270 shares; 2025Q2: 722,922 shares; 2025Q3: 732,451 shares; 2025Q4: 217,959 shares; 2026Q1: 208,185 shares; 2026Q2: 197,268 shares 197,268$28M0.13%-10,917Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,709 shares; 2024Q4: 90,085 shares; 2025Q1: 91,658 shares; 2025Q2: 102,327 shares; 2025Q3: 110,285 shares; 2025Q4: 205,921 shares; 2026Q1: 227,427 shares; 2026Q2: 237,197 shares 237,197$27.8M0.13%+9,770Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,085 shares; 2024Q4: 189,892 shares; 2025Q1: 191,777 shares; 2025Q2: 207,098 shares; 2025Q3: 203,215 shares; 2025Q4: 211,691 shares; 2026Q1: 213,324 shares; 2026Q2: 218,196 shares 218,196$27.6M0.13%+4,872Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,190 shares; 2024Q4: 219,460 shares; 2025Q1: 231,223 shares; 2025Q2: 233,023 shares; 2025Q3: 243,308 shares; 2025Q4: 248,817 shares; 2026Q1: 246,336 shares; 2026Q2: 249,200 shares 249,200$27.5M0.13%+2,864Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,228 shares; 2024Q4: 148,984 shares; 2025Q1: 132,413 shares; 2025Q2: 395,568 shares; 2025Q3: 406,911 shares; 2025Q4: 449,157 shares; 2026Q1: 576,650 shares; 2026Q2: 566,084 shares 566,084$27.4M0.13%-10,566Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458,099 shares; 2024Q4: 497,981 shares; 2025Q1: 648,660 shares; 2025Q2: 713,828 shares; 2025Q3: 753,423 shares; 2025Q4: 748,494 shares; 2026Q1: 730,987 shares; 2026Q2: 746,900 shares 746,900$27.3M0.13%+15,913Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593,046 shares; 2024Q4: 654,721 shares; 2025Q1: 249,141 shares; 2025Q2: 259,270 shares; 2025Q3: 275,841 shares; 2025Q4: 276,648 shares; 2026Q1: 315,208 shares; 2026Q2: 370,500 shares 370,500$27.2M0.13%+55,292Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,744 shares; 2024Q4: 269,810 shares; 2025Q1: 213,582 shares; 2025Q2: 234,609 shares; 2025Q3: 312,777 shares; 2025Q4: 288,648 shares; 2026Q1: 232,609 shares; 2026Q2: 295,197 shares 295,197$27.1M0.13%+62,588Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,716 shares; 2024Q4: 464,571 shares; 2025Q1: 513,385 shares; 2025Q2: 504,024 shares; 2025Q3: 586,302 shares; 2025Q4: 588,767 shares; 2026Q1: 587,966 shares; 2026Q2: 611,352 shares 611,352$26.4M0.12%+23,386Timeline
LMUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327,024 shares; 2026Q2: 513,457 shares 513,457$26.3M0.12%+186,433Timeline
GGOVBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522,734 shares 522,734$26.3M0.12%newTimeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,183 shares; 2024Q4: 30,804 shares; 2025Q1: 30,472 shares; 2025Q2: 30,110 shares; 2025Q3: 29,902 shares; 2025Q4: 174,688 shares; 2026Q1: 193,233 shares; 2026Q2: 205,291 shares 205,291$26.2M0.12%+12,058Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,986 shares; 2024Q4: 220,774 shares; 2025Q1: 218,569 shares; 2025Q2: 203,963 shares; 2025Q3: 220,437 shares; 2025Q4: 216,867 shares; 2026Q1: 226,681 shares; 2026Q2: 236,853 shares 236,853$26.1M0.12%+10,172Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,267 shares; 2024Q4: 264,331 shares; 2025Q1: 245,129 shares; 2025Q2: 228,886 shares; 2025Q3: 214,545 shares; 2025Q4: 198,779 shares; 2026Q1: 210,731 shares; 2026Q2: 190,115 shares 190,115$25.7M0.12%-20,616Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,908 shares; 2024Q4: 44,012 shares; 2025Q1: 41,503 shares; 2025Q2: 46,666 shares; 2025Q3: 47,532 shares; 2025Q4: 44,436 shares; 2026Q1: 48,863 shares; 2026Q2: 49,466 shares 49,466$25.7M0.12%+603Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,289 shares; 2024Q4: 172,007 shares; 2025Q1: 186,463 shares; 2025Q2: 211,926 shares; 2025Q3: 207,942 shares; 2025Q4: 221,511 shares; 2026Q1: 213,838 shares; 2026Q2: 203,044 shares 203,044$25.7M0.12%-10,794Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772,356 shares; 2024Q4: 682,505 shares; 2025Q1: 657,551 shares; 2025Q2: 658,257 shares; 2025Q3: 917,142 shares; 2025Q4: 953,847 shares; 2026Q1: 1,013,675 shares; 2026Q2: 1,059,033 shares 1,059,033$25.5M0.12%+45,358Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,814 shares; 2024Q4: 53,680 shares; 2025Q1: 58,043 shares; 2025Q2: 54,614 shares; 2025Q3: 63,083 shares; 2025Q4: 65,560 shares; 2026Q1: 164,761 shares; 2026Q2: 285,883 shares 285,883$25.4M0.12%+121,122Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611,702 shares; 2024Q4: 625,967 shares; 2025Q1: 651,945 shares; 2025Q2: 742,140 shares; 2025Q3: 771,913 shares; 2025Q4: 503,929 shares; 2026Q1: 485,575 shares; 2026Q2: 446,014 shares 446,014$25.2M0.12%-39,561Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,514 shares; 2024Q4: 60,919 shares; 2025Q1: 61,814 shares; 2025Q2: 66,656 shares; 2025Q3: 51,896 shares; 2025Q4: 53,410 shares; 2026Q1: 54,969 shares; 2026Q2: 50,188 shares 50,188$25.2M0.12%-4,781Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,491 shares; 2024Q4: 147,571 shares; 2025Q1: 152,168 shares; 2025Q2: 143,905 shares; 2025Q3: 142,774 shares; 2025Q4: 138,426 shares; 2026Q1: 132,470 shares; 2026Q2: 134,624 shares 134,624$24.9M0.12%+2,154Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,938 shares; 2024Q4: 35,771 shares; 2025Q1: 34,124 shares; 2025Q2: 33,842 shares; 2025Q3: 38,937 shares; 2025Q4: 38,982 shares; 2026Q1: 40,631 shares; 2026Q2: 39,923 shares 39,923$24.9M0.12%-708Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,811 shares; 2024Q4: 54,094 shares; 2025Q1: 50,812 shares; 2025Q2: 57,967 shares; 2025Q3: 64,251 shares; 2025Q4: 71,388 shares; 2026Q1: 70,244 shares; 2026Q2: 69,002 shares 69,002$24.4M0.11%-1,242Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,837 shares; 2024Q4: 379,599 shares; 2025Q1: 395,360 shares; 2025Q2: 441,686 shares; 2025Q3: 551,158 shares; 2025Q4: 670,339 shares; 2026Q1: 783,830 shares; 2026Q2: 967,787 shares 967,787$24.4M0.11%+183,957Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634,127 shares; 2024Q4: 660,884 shares; 2025Q1: 701,860 shares; 2025Q2: 916,380 shares; 2025Q3: 951,288 shares; 2025Q4: 947,843 shares; 2026Q1: 1,069,935 shares; 2026Q2: 927,836 shares 927,836$24.3M0.11%-142,099Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,092,782 shares; 2024Q4: 1,053,934 shares; 2025Q1: 911,249 shares; 2025Q2: 926,913 shares; 2025Q3: 962,069 shares; 2025Q4: 975,248 shares; 2026Q1: 1,001,879 shares; 2026Q2: 1,090,336 shares 1,090,336$24.3M0.11%+88,457Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,487 shares; 2024Q4: 28,236 shares; 2025Q1: 34,330 shares; 2025Q2: 33,586 shares; 2025Q3: 33,811 shares; 2025Q4: 34,592 shares; 2026Q1: 34,277 shares; 2026Q2: 32,044 shares 32,044$24.2M0.11%-2,233Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,200 shares; 2024Q4: 253,242 shares; 2025Q1: 246,330 shares; 2025Q2: 247,254 shares; 2025Q3: 220,781 shares; 2025Q4: 228,563 shares; 2026Q1: 229,339 shares; 2026Q2: 232,345 shares 232,345$24.2M0.11%+3,006Timeline
JPUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 171,147 shares 171,147$24M0.11%newTimeline
GSEWGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,547 shares; 2025Q3: 3,549 shares; 2025Q4: 3,552 shares; 2026Q1: 8,370 shares; 2026Q2: 254,095 shares 254,095$24M0.11%+245,725Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,789 shares; 2024Q4: 13,661 shares; 2025Q1: 15,222 shares; 2025Q2: 17,383 shares; 2025Q3: 29,959 shares; 2025Q4: 36,030 shares; 2026Q1: 33,365 shares; 2026Q2: 46,508 shares 46,508$24M0.11%+13,143Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,692 shares; 2024Q4: 144,345 shares; 2025Q1: 142,248 shares; 2025Q2: 146,106 shares; 2025Q3: 172,252 shares; 2025Q4: 168,743 shares; 2026Q1: 165,066 shares; 2026Q2: 176,207 shares 176,207$23.9M0.11%+11,141Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,027 shares; 2024Q4: 71,493 shares; 2025Q1: 62,653 shares; 2025Q2: 94,143 shares; 2025Q3: 93,487 shares; 2025Q4: 89,727 shares; 2026Q1: 89,569 shares; 2026Q2: 79,926 shares 79,926$23.8M0.11%-9,643Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,122 shares; 2024Q4: 147,779 shares; 2025Q1: 114,216 shares; 2025Q2: 120,479 shares; 2025Q3: 116,088 shares; 2025Q4: 111,919 shares; 2026Q1: 89,481 shares; 2026Q2: 91,742 shares 91,742$23.5M0.11%+2,261Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,297 shares; 2025Q4: 4,289 shares; 2026Q1: 5,388 shares; 2026Q2: 10,297 shares 10,297$23.4M0.11%+4,909Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,549 shares; 2024Q4: 358,907 shares; 2025Q1: 361,894 shares; 2025Q2: 381,169 shares; 2025Q3: 283,661 shares; 2025Q4: 188,500 shares; 2026Q1: 204,262 shares; 2026Q2: 198,724 shares 198,724$23.4M0.11%-5,538Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,355 shares; 2024Q4: 28,937 shares; 2025Q1: 21,846 shares; 2025Q2: 132,422 shares; 2025Q3: 442,650 shares; 2025Q4: 507,004 shares; 2026Q1: 733,015 shares; 2026Q2: 992,255 shares 992,255$23.3M0.11%+259,240Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641,829 shares; 2024Q4: 641,781 shares; 2025Q1: 705,782 shares; 2025Q2: 771,173 shares; 2025Q3: 674,990 shares; 2025Q4: 813,183 shares; 2026Q1: 713,011 shares; 2026Q2: 686,962 shares 686,962$23.2M0.11%-26,049Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,179 shares; 2024Q4: 46,682 shares; 2025Q1: 38,923 shares; 2025Q2: 49,703 shares; 2025Q3: 54,909 shares; 2025Q4: 62,896 shares; 2026Q1: 62,339 shares; 2026Q2: 69,199 shares 69,199$23.2M0.11%+6,860Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,636 shares; 2025Q4: 135,265 shares; 2026Q1: 115,616 shares; 2026Q2: 117,432 shares 117,432$23.1M0.11%+1,816Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,103 shares; 2024Q4: 12,728 shares; 2025Q1: 510,272 shares; 2025Q2: 565,722 shares; 2025Q3: 562,120 shares; 2025Q4: 650,264 shares; 2026Q1: 824,553 shares; 2026Q2: 861,435 shares 861,435$22.8M0.11%+36,882Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,606 shares; 2024Q4: 219,293 shares; 2025Q1: 219,857 shares; 2025Q2: 211,590 shares; 2025Q3: 215,272 shares; 2025Q4: 197,667 shares; 2026Q1: 216,020 shares; 2026Q2: 222,749 shares 222,749$22.8M0.11%+6,729Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,037 shares; 2024Q4: 17,012 shares; 2025Q1: 20,343 shares; 2025Q2: 19,486 shares; 2025Q3: 17,108 shares; 2025Q4: 16,672 shares; 2026Q1: 15,515 shares; 2026Q2: 275,423 shares 275,423$22.8M0.11%+259,908Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,738 shares; 2024Q4: 45,341 shares; 2025Q1: 49,801 shares; 2025Q2: 52,173 shares; 2025Q3: 55,033 shares; 2025Q4: 53,601 shares; 2026Q1: 52,672 shares; 2026Q2: 258,150 shares 258,150$22.7M0.11%+205,478Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,636 shares; 2024Q4: 108,250 shares; 2025Q1: 109,216 shares; 2025Q2: 114,706 shares; 2025Q3: 116,247 shares; 2025Q4: 117,970 shares; 2026Q1: 120,922 shares; 2026Q2: 172,422 shares 172,422$22.7M0.11%+51,500Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815,124 shares; 2024Q4: 799,657 shares; 2025Q1: 613,466 shares; 2025Q2: 507,384 shares; 2025Q3: 542,578 shares; 2025Q4: 527,223 shares; 2026Q1: 531,603 shares; 2026Q2: 480,715 shares 480,715$22.7M0.11%-50,888Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,741 shares; 2024Q4: 60,861 shares; 2025Q1: 61,408 shares; 2025Q2: 61,729 shares; 2025Q3: 79,536 shares; 2025Q4: 81,901 shares; 2026Q1: 156,807 shares; 2026Q2: 235,282 shares 235,282$22.3M0.1%+78,475Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,676 shares; 2024Q4: 343,064 shares; 2025Q1: 335,830 shares; 2025Q2: 312,449 shares; 2025Q3: 332,852 shares; 2025Q4: 339,255 shares; 2026Q1: 358,571 shares; 2026Q2: 384,190 shares 384,190$22.1M0.1%+25,619Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096,370 shares; 2024Q4: 1,074,880 shares; 2025Q1: 1,021,874 shares; 2025Q2: 838,177 shares; 2025Q3: 381,829 shares; 2025Q4: 320,047 shares; 2026Q1: 299,346 shares; 2026Q2: 353,570 shares 353,570$22M0.1%+54,224Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,579 shares; 2024Q4: 66,596 shares; 2025Q1: 63,331 shares; 2025Q2: 63,344 shares; 2025Q3: 64,312 shares; 2025Q4: 61,657 shares; 2026Q1: 68,329 shares; 2026Q2: 68,875 shares 68,875$21.7M0.1%+546Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,500 shares; 2024Q4: 23,116 shares; 2025Q1: 18,696 shares; 2025Q2: 19,015 shares; 2025Q3: 18,157 shares; 2025Q4: 17,064 shares; 2026Q1: 16,406 shares; 2026Q2: 15,480 shares 15,480$21.4M0.1%-926Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885,359 shares; 2024Q4: 965,775 shares; 2025Q1: 938,147 shares; 2025Q2: 928,696 shares; 2025Q3: 870,587 shares; 2025Q4: 839,357 shares; 2026Q1: 870,949 shares; 2026Q2: 914,465 shares 914,465$21.2M0.1%+43,516Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,074 shares; 2024Q4: 202,854 shares; 2025Q1: 209,391 shares; 2025Q2: 216,689 shares; 2025Q3: 227,260 shares; 2025Q4: 226,463 shares; 2026Q1: 215,810 shares; 2026Q2: 215,785 shares 215,785$20.8M0.1%-25Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,590 shares; 2024Q4: 294,806 shares; 2025Q1: 326,768 shares; 2025Q2: 307,785 shares; 2025Q3: 273,583 shares; 2025Q4: 257,981 shares; 2026Q1: 217,227 shares; 2026Q2: 217,430 shares 217,430$20.8M0.1%+203Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,161 shares; 2024Q4: 157,286 shares; 2025Q1: 163,589 shares; 2025Q2: 162,532 shares; 2025Q3: 179,491 shares; 2025Q4: 202,912 shares; 2026Q1: 209,764 shares; 2026Q2: 214,976 shares 214,976$20.7M0.1%+5,212Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,635 shares; 2024Q4: 82,008 shares; 2025Q1: 84,691 shares; 2025Q2: 91,759 shares; 2025Q3: 101,301 shares; 2025Q4: 104,732 shares; 2026Q1: 101,673 shares; 2026Q2: 114,769 shares 114,769$20.6M0.1%+13,096Timeline
SMIGETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,778 shares; 2024Q4: 141,504 shares; 2025Q1: 152,253 shares; 2025Q2: 161,879 shares; 2025Q3: 174,744 shares; 2025Q4: 183,714 shares; 2026Q1: 559,405 shares; 2026Q2: 621,620 shares 621,620$20.4M0.09%+62,215Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,355 shares; 2024Q4: 114,130 shares; 2025Q1: 97,099 shares; 2025Q2: 147,898 shares; 2025Q3: 154,439 shares; 2025Q4: 160,230 shares; 2026Q1: 165,396 shares; 2026Q2: 189,433 shares 189,433$20.4M0.09%+24,037Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,544 shares; 2024Q4: 257,599 shares; 2025Q1: 232,620 shares; 2025Q2: 321,235 shares; 2025Q3: 376,110 shares; 2025Q4: 326,098 shares; 2026Q1: 435,187 shares; 2026Q2: 400,364 shares 400,364$20.2M0.09%-34,823Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,903 shares; 2024Q4: 43,831 shares; 2025Q1: 45,867 shares; 2025Q2: 47,170 shares; 2025Q3: 46,253 shares; 2025Q4: 49,804 shares; 2026Q1: 49,360 shares; 2026Q2: 39,811 shares 39,811$19.8M0.09%-9,549Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 474,509 shares; 2025Q2: 527,423 shares; 2025Q3: 537,268 shares; 2025Q4: 521,056 shares; 2026Q1: 398,703 shares; 2026Q2: 395,093 shares 395,093$19.7M0.09%-3,610Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,057 shares; 2024Q4: 139,334 shares; 2025Q1: 145,999 shares; 2025Q2: 142,942 shares; 2025Q3: 131,971 shares; 2025Q4: 198,330 shares; 2026Q1: 194,479 shares; 2026Q2: 234,017 shares 234,017$19.6M0.09%+39,538Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627,221 shares; 2024Q4: 566,599 shares; 2025Q1: 562,181 shares; 2025Q2: 632,141 shares; 2025Q3: 622,817 shares; 2025Q4: 714,911 shares; 2026Q1: 725,530 shares; 2026Q2: 665,812 shares 665,812$19.6M0.09%-59,718Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,859 shares; 2024Q4: 38,461 shares; 2025Q1: 38,310 shares; 2025Q2: 35,427 shares; 2025Q3: 42,045 shares; 2025Q4: 39,957 shares; 2026Q1: 37,958 shares; 2026Q2: 38,232 shares 38,232$19.5M0.09%+274Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,989 shares; 2024Q4: 444,918 shares; 2025Q1: 417,259 shares; 2025Q2: 433,149 shares; 2025Q3: 517,382 shares; 2025Q4: 526,743 shares; 2026Q1: 520,778 shares; 2026Q2: 516,692 shares 516,692$19M0.09%-4,086Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,726 shares; 2024Q4: 145,480 shares; 2025Q1: 147,106 shares; 2025Q2: 114,741 shares; 2025Q3: 143,728 shares; 2025Q4: 140,623 shares; 2026Q1: 151,261 shares; 2026Q2: 374,421 shares 374,421$18.9M0.09%+223,160Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,436 shares; 2024Q4: 187,126 shares; 2025Q1: 184,590 shares; 2025Q2: 191,940 shares; 2025Q3: 189,076 shares; 2025Q4: 174,365 shares; 2026Q1: 199,236 shares; 2026Q2: 181,430 shares 181,430$18.8M0.09%-17,806Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,036 shares; 2024Q4: 106,562 shares; 2025Q1: 68,436 shares; 2025Q2: 95,477 shares; 2025Q3: 96,878 shares; 2025Q4: 95,690 shares; 2026Q1: 96,110 shares; 2026Q2: 92,613 shares 92,613$18.6M0.09%-3,497Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,123 shares; 2024Q4: 163,765 shares; 2025Q1: 166,405 shares; 2025Q2: 173,391 shares; 2025Q3: 184,293 shares; 2025Q4: 185,555 shares; 2026Q1: 192,340 shares; 2026Q2: 193,124 shares 193,124$18.6M0.09%+784Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,551 shares; 2024Q4: 85,484 shares; 2025Q1: 87,842 shares; 2025Q2: 87,385 shares; 2025Q3: 89,465 shares; 2025Q4: 300,735 shares; 2026Q1: 348,677 shares; 2026Q2: 360,922 shares 360,922$18.5M0.09%+12,245Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,855 shares; 2024Q4: 99,317 shares; 2025Q1: 81,030 shares; 2025Q2: 68,856 shares; 2025Q3: 60,442 shares; 2025Q4: 61,981 shares; 2026Q1: 97,335 shares; 2026Q2: 126,522 shares 126,522$18.5M0.09%+29,187Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,542 shares; 2024Q4: 155,233 shares; 2025Q1: 160,238 shares; 2025Q2: 163,919 shares; 2025Q3: 172,068 shares; 2025Q4: 173,919 shares; 2026Q1: 182,270 shares; 2026Q2: 184,436 shares 184,436$18.4M0.09%+2,166Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,754 shares; 2024Q4: 62,163 shares; 2025Q1: 60,287 shares; 2025Q2: 62,419 shares; 2025Q3: 57,031 shares; 2025Q4: 59,906 shares; 2026Q1: 59,787 shares; 2026Q2: 46,107 shares 46,107$18.3M0.09%-13,680Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,523 shares; 2024Q4: 307,613 shares; 2025Q1: 301,773 shares; 2025Q2: 253,445 shares; 2025Q3: 248,411 shares; 2025Q4: 252,152 shares; 2026Q1: 478,183 shares; 2026Q2: 389,003 shares 389,003$18.1M0.08%-89,180Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,015 shares; 2024Q4: 264,067 shares; 2025Q1: 629,651 shares; 2025Q2: 621,396 shares; 2025Q3: 840,296 shares; 2025Q4: 813,984 shares; 2026Q1: 419,754 shares; 2026Q2: 451,463 shares 451,463$18.1M0.08%+31,709Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,237 shares; 2024Q4: 133,268 shares; 2025Q1: 61,790 shares; 2025Q2: 82,835 shares; 2025Q3: 95,410 shares; 2025Q4: 100,961 shares; 2026Q1: 108,711 shares; 2026Q2: 113,398 shares 113,398$18M0.08%+4,687Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,426 shares; 2024Q4: 196,872 shares; 2025Q1: 198,884 shares; 2025Q2: 210,547 shares; 2025Q3: 178,032 shares; 2025Q4: 183,084 shares; 2026Q1: 200,894 shares; 2026Q2: 194,796 shares 194,796$18M0.08%-6,098Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,061 shares; 2024Q4: 96,359 shares; 2025Q1: 96,706 shares; 2025Q2: 91,819 shares; 2025Q3: 91,643 shares; 2025Q4: 91,591 shares; 2026Q1: 94,797 shares; 2026Q2: 117,924 shares 117,924$17.9M0.08%+23,127Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,511 shares; 2024Q4: 445,245 shares; 2025Q1: 489,722 shares; 2025Q2: 605,114 shares; 2025Q3: 665,072 shares; 2025Q4: 330,253 shares; 2026Q1: 319,639 shares; 2026Q2: 293,438 shares 293,438$17.8M0.08%-26,201Timeline
BDYNBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497,035 shares; 2025Q4: 579,046 shares; 2026Q1: 619,548 shares; 2026Q2: 639,384 shares 639,384$17.7M0.08%+19,836Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,514 shares; 2024Q4: 8,579 shares; 2025Q1: 14,041 shares; 2025Q2: 16,885 shares; 2025Q3: 18,641 shares; 2025Q4: 20,809 shares; 2026Q1: 22,026 shares; 2026Q2: 22,287 shares 22,287$17.7M0.08%+261Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 849 shares; 2026Q1: 46,032 shares; 2026Q2: 44,949 shares 44,949$17.6M0.08%-1,083Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,419 shares; 2024Q4: 105,287 shares; 2025Q1: 114,769 shares; 2025Q2: 188,454 shares; 2025Q3: 224,762 shares; 2025Q4: 459,625 shares; 2026Q1: 383,567 shares; 2026Q2: 386,605 shares 386,605$17.5M0.08%+3,038Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,295 shares; 2024Q4: 41,103 shares; 2025Q1: 41,022 shares; 2025Q2: 43,920 shares; 2025Q3: 46,824 shares; 2025Q4: 46,058 shares; 2026Q1: 49,570 shares; 2026Q2: 50,880 shares 50,880$17.5M0.08%+1,310Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,439 shares; 2024Q4: 77,901 shares; 2025Q1: 78,044 shares; 2025Q2: 80,411 shares; 2025Q3: 80,193 shares; 2025Q4: 80,562 shares; 2026Q1: 79,342 shares; 2026Q2: 78,370 shares 78,370$17.5M0.08%-972Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,227 shares; 2024Q4: 142,346 shares; 2025Q1: 150,550 shares; 2025Q2: 149,283 shares; 2025Q3: 168,453 shares; 2025Q4: 166,762 shares; 2026Q1: 147,911 shares; 2026Q2: 152,430 shares 152,430$17.4M0.08%+4,519Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,034 shares; 2024Q4: 121,255 shares; 2025Q1: 126,414 shares; 2025Q2: 130,901 shares; 2025Q3: 132,386 shares; 2025Q4: 137,630 shares; 2026Q1: 138,123 shares; 2026Q2: 136,968 shares 136,968$17.3M0.08%-1,155Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,638 shares; 2024Q4: 130,841 shares; 2025Q1: 149,382 shares; 2025Q2: 157,228 shares; 2025Q3: 151,559 shares; 2025Q4: 148,901 shares; 2026Q1: 163,873 shares; 2026Q2: 164,385 shares 164,385$17.3M0.08%+512Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,612 shares; 2024Q4: 62,340 shares; 2025Q1: 87,635 shares; 2025Q2: 84,166 shares; 2025Q3: 114,438 shares; 2025Q4: 95,842 shares; 2026Q1: 105,011 shares; 2026Q2: 105,670 shares 105,670$17.3M0.08%+659Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,780 shares; 2024Q4: 41,123 shares; 2025Q1: 42,115 shares; 2025Q2: 45,269 shares; 2025Q3: 47,013 shares; 2025Q4: 49,056 shares; 2026Q1: 47,883 shares; 2026Q2: 47,227 shares 47,227$17.3M0.08%-656Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850,160 shares; 2024Q4: 868,129 shares; 2025Q1: 575,916 shares; 2025Q2: 613,460 shares; 2025Q3: 623,010 shares; 2025Q4: 637,275 shares; 2026Q1: 710,476 shares; 2026Q2: 612,176 shares 612,176$17M0.08%-98,300Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,814 shares; 2024Q4: 485,785 shares; 2025Q1: 363,000 shares; 2025Q2: 344,942 shares; 2025Q3: 317,765 shares; 2025Q4: 311,809 shares; 2026Q1: 347,757 shares; 2026Q2: 336,167 shares 336,167$16.9M0.08%-11,590Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,115 shares; 2024Q4: 101,821 shares; 2025Q1: 100,725 shares; 2025Q2: 97,374 shares; 2025Q3: 91,744 shares; 2025Q4: 82,918 shares; 2026Q1: 85,240 shares; 2026Q2: 76,937 shares 76,937$16.8M0.08%-8,303Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,476 shares; 2024Q4: 84,466 shares; 2025Q1: 79,491 shares; 2025Q2: 92,530 shares; 2025Q3: 96,304 shares; 2025Q4: 105,169 shares; 2026Q1: 98,811 shares; 2026Q2: 114,201 shares 114,201$16.7M0.08%+15,390Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,568 shares; 2024Q4: 227,081 shares; 2025Q1: 265,207 shares; 2025Q2: 234,754 shares; 2025Q3: 249,948 shares; 2025Q4: 137,970 shares; 2026Q1: 138,919 shares; 2026Q2: 139,304 shares 139,304$16.6M0.08%+385Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,542 shares; 2024Q4: 32,462 shares; 2025Q1: 33,461 shares; 2025Q2: 37,570 shares; 2025Q3: 38,050 shares; 2025Q4: 161,722 shares; 2026Q1: 152,033 shares; 2026Q2: 166,701 shares 166,701$16.6M0.08%+14,668Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,142 shares; 2024Q4: 54,625 shares; 2025Q1: 48,854 shares; 2025Q2: 50,740 shares; 2025Q3: 60,567 shares; 2025Q4: 79,444 shares; 2026Q1: 79,198 shares; 2026Q2: 83,577 shares 83,577$16.5M0.08%+4,379Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,864 shares; 2024Q4: 244,664 shares; 2025Q1: 245,465 shares; 2025Q2: 184,710 shares; 2025Q3: 186,493 shares; 2025Q4: 189,098 shares; 2026Q1: 182,049 shares; 2026Q2: 207,083 shares 207,083$16.4M0.08%+25,034Timeline
GSUSGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,769 shares; 2024Q4: 213,856 shares; 2025Q1: 216,590 shares; 2025Q2: 172,932 shares; 2025Q3: 170,592 shares; 2025Q4: 173,006 shares; 2026Q1: 157,322 shares; 2026Q2: 158,934 shares 158,934$16.4M0.08%+1,612Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,315 shares; 2024Q4: 37,364 shares; 2025Q1: 38,423 shares; 2025Q2: 41,255 shares; 2025Q3: 295,982 shares; 2025Q4: 260,181 shares; 2026Q1: 278,140 shares; 2026Q2: 293,041 shares 293,041$16.3M0.08%+14,901Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,897 shares 72,897$16.3M0.08%newTimeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,299 shares; 2024Q4: 333,789 shares; 2025Q1: 324,656 shares; 2025Q2: 335,540 shares; 2025Q3: 256,007 shares; 2025Q4: 257,292 shares; 2026Q1: 152,023 shares; 2026Q2: 290,504 shares 290,504$16.3M0.08%+138,481Timeline
TAFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,617 shares; 2024Q4: 213,229 shares; 2025Q1: 441,571 shares; 2025Q2: 469,053 shares; 2025Q3: 499,625 shares; 2025Q4: 598,508 shares; 2026Q1: 607,561 shares; 2026Q2: 646,462 shares 646,462$16.3M0.08%+38,901Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,646 shares; 2024Q4: 367,317 shares; 2025Q1: 374,137 shares; 2025Q2: 365,693 shares; 2025Q3: 396,938 shares; 2025Q4: 637,204 shares; 2026Q1: 666,245 shares; 2026Q2: 671,274 shares 671,274$16.3M0.08%+5,029Timeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,143 shares 73,143$16.2M0.08%newTimeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,642 shares; 2024Q4: 224,993 shares; 2025Q1: 217,420 shares; 2025Q2: 217,445 shares; 2025Q3: 222,312 shares; 2025Q4: 231,699 shares; 2026Q1: 235,413 shares; 2026Q2: 259,905 shares 259,905$16.1M0.07%+24,492Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439,649 shares; 2024Q4: 421,606 shares; 2025Q1: 270,477 shares; 2025Q2: 220,157 shares; 2025Q3: 212,140 shares; 2025Q4: 244,123 shares; 2026Q1: 184,439 shares; 2026Q2: 186,047 shares 186,047$16.1M0.07%+1,608Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,841 shares; 2024Q4: 24,847 shares; 2025Q1: 23,836 shares; 2025Q2: 25,771 shares; 2025Q3: 26,464 shares; 2025Q4: 26,210 shares; 2026Q1: 37,409 shares; 2026Q2: 38,348 shares 38,348$15.9M0.07%+939Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,657 shares; 2024Q4: 275,647 shares; 2025Q1: 276,255 shares; 2025Q2: 208,213 shares; 2025Q3: 208,545 shares; 2025Q4: 212,587 shares; 2026Q1: 194,304 shares; 2026Q2: 220,248 shares 220,248$15.9M0.07%+25,944Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,564 shares; 2024Q4: 27,004 shares; 2025Q1: 23,954 shares; 2025Q2: 23,660 shares; 2025Q3: 23,571 shares; 2025Q4: 23,967 shares; 2026Q1: 24,754 shares; 2026Q2: 24,771 shares 24,771$15.9M0.07%+17Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,803 shares; 2024Q4: 420,552 shares; 2025Q1: 432,458 shares; 2025Q2: 416,649 shares; 2025Q3: 441,379 shares; 2025Q4: 639,888 shares; 2026Q1: 656,994 shares; 2026Q2: 652,971 shares 652,971$15.8M0.07%-4,023Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,735 shares; 2024Q4: 425,908 shares; 2025Q1: 417,180 shares; 2025Q2: 404,354 shares; 2025Q3: 448,537 shares; 2025Q4: 395,355 shares; 2026Q1: 514,757 shares; 2026Q2: 512,647 shares 512,647$15.6M0.07%-2,110Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,509 shares; 2024Q4: 84,906 shares; 2025Q1: 84,897 shares; 2025Q2: 86,046 shares; 2025Q3: 83,606 shares; 2025Q4: 82,244 shares; 2026Q1: 80,440 shares; 2026Q2: 80,196 shares 80,196$15.6M0.07%-244Timeline
IDEFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420,865 shares; 2026Q2: 486,815 shares 486,815$15.5M0.07%+65,950Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,365 shares; 2024Q4: 294,889 shares; 2025Q1: 306,705 shares; 2025Q2: 307,663 shares; 2025Q3: 328,775 shares; 2025Q4: 546,466 shares; 2026Q1: 574,314 shares; 2026Q2: 612,638 shares 612,638$15.5M0.07%+38,324Timeline
ISPYPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,736 shares; 2024Q4: 96,139 shares; 2025Q1: 92,205 shares; 2025Q2: 88,107 shares; 2025Q3: 86,695 shares; 2025Q4: 311,920 shares; 2026Q1: 318,448 shares; 2026Q2: 320,220 shares 320,220$15.4M0.07%+1,772Timeline
HGERHARBOR ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,776 shares; 2024Q4: 79,114 shares; 2025Q1: 79,047 shares; 2025Q2: 255,851 shares; 2025Q3: 278,936 shares; 2025Q4: 357,006 shares; 2026Q1: 475,851 shares; 2026Q2: 525,690 shares 525,690$15.4M0.07%+49,839Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,034 shares; 2024Q4: 276,586 shares; 2025Q1: 271,266 shares; 2025Q2: 286,460 shares; 2025Q3: 306,106 shares; 2025Q4: 292,357 shares; 2026Q1: 226,022 shares; 2026Q2: 213,553 shares 213,553$15.4M0.07%-12,469Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,221 shares; 2024Q4: 14,144 shares; 2025Q1: 14,638 shares; 2025Q2: 14,137 shares; 2025Q3: 17,265 shares; 2025Q4: 304,355 shares; 2026Q1: 336,477 shares; 2026Q2: 328,482 shares 328,482$15.4M0.07%-7,995Timeline
AVTMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282,376 shares; 2026Q2: 282,376 shares 282,376$15.4M0.07%0Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,076 shares; 2024Q4: 48,427 shares; 2025Q1: 53,407 shares; 2025Q2: 135,183 shares; 2025Q3: 137,331 shares; 2025Q4: 120,626 shares; 2026Q1: 120,319 shares; 2026Q2: 169,479 shares 169,479$15.3M0.07%+49,160Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,174 shares; 2024Q4: 302,559 shares; 2025Q1: 385,737 shares; 2025Q2: 434,837 shares; 2025Q3: 452,466 shares; 2025Q4: 581,908 shares; 2026Q1: 305,075 shares; 2026Q2: 307,058 shares 307,058$15.2M0.07%+1,983Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,063 shares; 2024Q4: 120,547 shares; 2025Q1: 116,747 shares; 2025Q2: 104,367 shares; 2025Q3: 110,736 shares; 2025Q4: 84,913 shares; 2026Q1: 167,089 shares; 2026Q2: 172,637 shares 172,637$15.2M0.07%+5,548Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,364 shares; 2024Q4: 49,506 shares; 2025Q1: 49,913 shares; 2025Q2: 56,110 shares; 2025Q3: 60,576 shares; 2025Q4: 62,985 shares; 2026Q1: 64,513 shares; 2026Q2: 66,798 shares 66,798$15.2M0.07%+2,285Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 3,156 shares; 2025Q4: 6,147 shares; 2026Q1: 11,629 shares; 2026Q2: 17,582 shares 17,582$15.1M0.07%+5,953Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,341 shares; 2024Q4: 317,772 shares; 2025Q1: 310,216 shares; 2025Q2: 327,881 shares; 2025Q3: 336,817 shares; 2025Q4: 262,979 shares; 2026Q1: 260,599 shares; 2026Q2: 363,861 shares 363,861$15M0.07%+103,262Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,783 shares; 2024Q4: 46,184 shares; 2025Q1: 33,391 shares; 2025Q2: 33,836 shares; 2025Q3: 33,974 shares; 2025Q4: 33,976 shares; 2026Q1: 36,690 shares; 2026Q2: 37,347 shares 37,347$15M0.07%+657Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: not reported; 2025Q1: 6,535 shares; 2025Q2: 8,821 shares; 2025Q3: 9,114 shares; 2025Q4: 8,450 shares; 2026Q1: 7,721 shares; 2026Q2: 67,789 shares 67,789$14.9M0.07%+60,068Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,588 shares; 2024Q4: 48,709 shares; 2025Q1: 86,613 shares; 2025Q2: 88,585 shares; 2025Q3: 67,461 shares; 2025Q4: 65,598 shares; 2026Q1: 63,090 shares; 2026Q2: 62,336 shares 62,336$14.8M0.07%-754Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,971 shares; 2024Q4: 262,609 shares; 2025Q1: 244,893 shares; 2025Q2: 245,482 shares; 2025Q3: 239,115 shares; 2025Q4: 243,163 shares; 2026Q1: 244,044 shares; 2026Q2: 295,323 shares 295,323$14.7M0.07%+51,279Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,301 shares; 2024Q4: 55,100 shares; 2025Q1: 72,279 shares; 2025Q2: 96,707 shares; 2025Q3: 97,928 shares; 2025Q4: 96,496 shares; 2026Q1: 110,053 shares; 2026Q2: 115,191 shares 115,191$14.7M0.07%+5,138Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,742 shares; 2024Q4: 250,703 shares; 2025Q1: 251,521 shares; 2025Q2: 150,305 shares; 2025Q3: 148,194 shares; 2025Q4: 147,143 shares; 2026Q1: 141,006 shares; 2026Q2: 140,741 shares 140,741$14.6M0.07%-265Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,479 shares; 2024Q4: 70,716 shares; 2025Q1: 55,698 shares; 2025Q2: 61,794 shares; 2025Q3: 82,937 shares; 2025Q4: 86,421 shares; 2026Q1: 88,554 shares; 2026Q2: 89,104 shares 89,104$14.6M0.07%+550Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,667 shares; 2024Q4: 151,120 shares; 2025Q1: 151,834 shares; 2025Q2: 140,677 shares; 2025Q3: 134,618 shares; 2025Q4: 130,719 shares; 2026Q1: 141,316 shares; 2026Q2: 133,312 shares 133,312$14.5M0.07%-8,004Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,100 shares; 2024Q4: 78,415 shares; 2025Q1: 77,621 shares; 2025Q2: 77,359 shares; 2025Q3: 66,134 shares; 2025Q4: 65,033 shares; 2026Q1: 129,461 shares; 2026Q2: 257,895 shares 257,895$14.5M0.07%+128,434Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,755 shares; 2024Q4: 76,552 shares; 2025Q1: 81,920 shares; 2025Q2: 85,080 shares; 2025Q3: 81,772 shares; 2025Q4: 84,001 shares; 2026Q1: 87,194 shares; 2026Q2: 88,469 shares 88,469$14.5M0.07%+1,275Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,377 shares; 2024Q4: 118,463 shares; 2025Q1: 140,421 shares; 2025Q2: 145,900 shares; 2025Q3: 153,713 shares; 2025Q4: 152,840 shares; 2026Q1: 158,753 shares; 2026Q2: 167,126 shares 167,126$14.5M0.07%+8,373Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,981 shares; 2024Q4: 31,385 shares; 2025Q1: 30,934 shares; 2025Q2: 34,113 shares; 2025Q3: 28,559 shares; 2025Q4: 30,603 shares; 2026Q1: 29,073 shares; 2026Q2: 29,370 shares 29,370$14.4M0.07%+297Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,213 shares; 2024Q4: 248,532 shares; 2025Q1: 392,443 shares; 2025Q2: 105,756 shares; 2025Q3: 313,438 shares; 2025Q4: 338,864 shares; 2026Q1: 551,000 shares; 2026Q2: 566,641 shares 566,641$14.4M0.07%+15,641Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,411 shares; 2024Q4: 326,455 shares; 2025Q1: 309,860 shares; 2025Q2: 323,213 shares; 2025Q3: 330,521 shares; 2025Q4: 426,979 shares; 2026Q1: 467,109 shares; 2026Q2: 475,285 shares 475,285$14.3M0.07%+8,176Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,841 shares; 2024Q4: 76,425 shares; 2025Q1: 75,100 shares; 2025Q2: 83,496 shares; 2025Q3: 91,125 shares; 2025Q4: 107,220 shares; 2026Q1: 141,143 shares; 2026Q2: 153,105 shares 153,105$14.3M0.07%+11,962Timeline
SFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,515 shares; 2024Q4: 569,686 shares; 2025Q1: 424,340 shares; 2025Q2: 451,151 shares; 2025Q3: 451,913 shares; 2025Q4: 404,824 shares; 2026Q1: 399,203 shares; 2026Q2: 412,369 shares 412,369$14.1M0.07%+13,166Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,507 shares; 2024Q4: 89,919 shares; 2025Q1: 85,024 shares; 2025Q2: 86,120 shares; 2025Q3: 79,622 shares; 2025Q4: 67,062 shares; 2026Q1: 55,958 shares; 2026Q2: 51,867 shares 51,867$14M0.07%-4,091Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,187 shares; 2024Q4: 37,113 shares; 2025Q1: 60,522 shares; 2025Q2: 58,501 shares; 2025Q3: 66,055 shares; 2025Q4: 77,621 shares; 2026Q1: 150,217 shares; 2026Q2: 186,301 shares 186,301$14M0.06%+36,084Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,959 shares; 2024Q4: 79,368 shares; 2025Q1: 79,641 shares; 2025Q2: 87,220 shares; 2025Q3: 88,763 shares; 2025Q4: 92,500 shares; 2026Q1: 84,739 shares; 2026Q2: 109,326 shares 109,326$14M0.06%+24,587Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,276 shares; 2024Q4: 91,913 shares; 2025Q1: 76,964 shares; 2025Q2: 78,568 shares; 2025Q3: 91,723 shares; 2025Q4: 91,562 shares; 2026Q1: 90,326 shares; 2026Q2: 89,153 shares 89,153$14M0.06%-1,173Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,843 shares; 2024Q4: 181,042 shares; 2025Q1: 152,782 shares; 2025Q2: 151,907 shares; 2025Q3: 166,198 shares; 2025Q4: 169,600 shares; 2026Q1: 165,715 shares; 2026Q2: 178,396 shares 178,396$14M0.06%+12,681Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467,211 shares; 2024Q4: 486,818 shares; 2025Q1: 457,743 shares; 2025Q2: 443,195 shares; 2025Q3: 430,294 shares; 2025Q4: 429,735 shares; 2026Q1: 481,070 shares; 2026Q2: 463,198 shares 463,198$13.9M0.06%-17,872Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,906 shares; 2024Q4: 167,819 shares; 2025Q1: 120,559 shares; 2025Q2: 129,069 shares; 2025Q3: 123,737 shares; 2025Q4: 121,598 shares; 2026Q1: 138,069 shares; 2026Q2: 141,191 shares 141,191$13.9M0.06%+3,122Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,120 shares; 2024Q4: 178,613 shares; 2025Q1: 169,563 shares; 2025Q2: 166,675 shares; 2025Q3: 112,261 shares; 2025Q4: 97,223 shares; 2026Q1: 100,537 shares; 2026Q2: 88,075 shares 88,075$13.8M0.06%-12,462Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,029 shares; 2024Q4: 140,118 shares; 2025Q1: 37,433 shares; 2025Q2: 37,958 shares; 2025Q3: 53,977 shares; 2025Q4: 145,693 shares; 2026Q1: 148,567 shares; 2026Q2: 155,536 shares 155,536$13.8M0.06%+6,969Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,256 shares; 2024Q4: 36,320 shares; 2025Q1: 35,542 shares; 2025Q2: 35,286 shares; 2025Q3: 41,028 shares; 2025Q4: 43,649 shares; 2026Q1: 54,523 shares; 2026Q2: 43,916 shares 43,916$13.8M0.06%-10,607Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,642 shares; 2024Q4: 103,484 shares; 2025Q1: 99,972 shares; 2025Q2: 98,730 shares; 2025Q3: 84,595 shares; 2025Q4: 82,784 shares; 2026Q1: 81,916 shares; 2026Q2: 81,320 shares 81,320$13.7M0.06%-596Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,034 shares; 2024Q4: 95,134 shares; 2025Q1: 92,004 shares; 2025Q2: 99,627 shares; 2025Q3: 103,789 shares; 2025Q4: 107,788 shares; 2026Q1: 111,726 shares; 2026Q2: 117,288 shares 117,288$13.7M0.06%+5,562Timeline
EVTRMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,344 shares; 2025Q1: 17,379 shares; 2025Q2: 14,137 shares; 2025Q3: 11,838 shares; 2025Q4: 202,610 shares; 2026Q1: 253,200 shares; 2026Q2: 267,193 shares 267,193$13.5M0.06%+13,993Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,096 shares; 2024Q4: 43,783 shares; 2025Q1: 44,565 shares; 2025Q2: 48,587 shares; 2025Q3: 68,858 shares; 2025Q4: 74,127 shares; 2026Q1: 74,171 shares; 2026Q2: 86,496 shares 86,496$13.5M0.06%+12,325Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,405 shares; 2024Q4: 107,042 shares; 2025Q1: 131,813 shares; 2025Q2: 134,607 shares; 2025Q3: 128,914 shares; 2025Q4: 173,077 shares; 2026Q1: 173,991 shares; 2026Q2: 178,863 shares 178,863$13.5M0.06%+4,872Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,104 shares; 2024Q4: 50,548 shares; 2025Q1: 47,128 shares; 2025Q2: 30,566 shares; 2025Q3: 29,621 shares; 2025Q4: 29,935 shares; 2026Q1: 254,590 shares; 2026Q2: 254,456 shares 254,456$13.5M0.06%-134Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,805 shares; 2024Q4: 175,602 shares; 2025Q1: 172,886 shares; 2025Q2: 195,361 shares; 2025Q3: 194,853 shares; 2025Q4: 195,841 shares; 2026Q1: 203,949 shares; 2026Q2: 197,012 shares 197,012$13.5M0.06%-6,937Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,843 shares; 2024Q4: 85,772 shares; 2025Q1: 69,531 shares; 2025Q2: 68,929 shares; 2025Q3: 67,451 shares; 2025Q4: 66,758 shares; 2026Q1: 79,171 shares; 2026Q2: 80,052 shares 80,052$13.4M0.06%+881Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,362 shares; 2024Q4: 101,742 shares; 2025Q1: 95,423 shares; 2025Q2: 102,167 shares; 2025Q3: 105,291 shares; 2025Q4: 106,401 shares; 2026Q1: 113,162 shares; 2026Q2: 115,909 shares 115,909$13.3M0.06%+2,747Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,347 shares; 2024Q4: 102,593 shares; 2025Q1: 106,353 shares; 2025Q2: 108,439 shares; 2025Q3: 93,627 shares; 2025Q4: 80,322 shares; 2026Q1: 90,494 shares; 2026Q2: 112,312 shares 112,312$13.3M0.06%+21,818Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,547 shares; 2024Q4: 69,397 shares; 2025Q1: 84,008 shares; 2025Q2: 93,737 shares; 2025Q3: 87,179 shares; 2025Q4: 90,720 shares; 2026Q1: 90,025 shares; 2026Q2: 81,844 shares 81,844$13.3M0.06%-8,181Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,065 shares; 2024Q4: 34,982 shares; 2025Q1: 36,249 shares; 2025Q2: 38,146 shares; 2025Q3: 41,418 shares; 2025Q4: 41,928 shares; 2026Q1: 42,870 shares; 2026Q2: 61,696 shares 61,696$13.1M0.06%+18,826Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,292 shares; 2024Q4: 343,155 shares; 2025Q1: 374,636 shares; 2025Q2: 400,986 shares; 2025Q3: 204,953 shares; 2025Q4: 213,498 shares; 2026Q1: 221,393 shares; 2026Q2: 217,618 shares 217,618$13.1M0.06%-3,775Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,557 shares; 2024Q4: 125,889 shares; 2025Q1: 108,296 shares; 2025Q2: 91,166 shares; 2025Q3: 100,812 shares; 2025Q4: 141,756 shares; 2026Q1: 139,420 shares; 2026Q2: 166,189 shares 166,189$13.1M0.06%+26,769Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,268 shares; 2024Q4: 10,336 shares; 2025Q1: 10,453 shares; 2025Q2: 10,763 shares; 2025Q3: 9,077 shares; 2025Q4: 11,015 shares; 2026Q1: 12,193 shares; 2026Q2: 18,508 shares 18,508$13M0.06%+6,315Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,819 shares; 2024Q4: 275,710 shares; 2025Q1: 264,866 shares; 2025Q2: 272,477 shares; 2025Q3: 280,622 shares; 2025Q4: 248,216 shares; 2026Q1: 204,561 shares; 2026Q2: 223,630 shares 223,630$12.9M0.06%+19,069Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,896 shares; 2024Q4: 112,689 shares; 2025Q1: 111,164 shares; 2025Q2: 125,967 shares; 2025Q3: 129,169 shares; 2025Q4: 130,182 shares; 2026Q1: 131,413 shares; 2026Q2: 143,310 shares 143,310$12.9M0.06%+11,897Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,228 shares; 2024Q4: 26,836 shares; 2025Q1: 26,397 shares; 2025Q2: 29,615 shares; 2025Q3: 35,172 shares; 2025Q4: 30,138 shares; 2026Q1: 30,506 shares; 2026Q2: 34,994 shares 34,994$12.8M0.06%+4,488Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,868 shares; 2024Q4: 151,484 shares; 2025Q1: 134,799 shares; 2025Q2: 138,041 shares; 2025Q3: 142,757 shares; 2025Q4: 169,253 shares; 2026Q1: 182,712 shares; 2026Q2: 164,417 shares 164,417$12.7M0.06%-18,295Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,000 shares; 2024Q4: 126,746 shares; 2025Q1: 164,840 shares; 2025Q2: 197,048 shares; 2025Q3: 181,646 shares; 2025Q4: 185,007 shares; 2026Q1: 214,864 shares; 2026Q2: 215,342 shares 215,342$12.7M0.06%+478Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,522 shares; 2024Q4: 49,620 shares; 2025Q1: 42,991 shares; 2025Q2: 42,895 shares; 2025Q3: 44,481 shares; 2025Q4: 47,480 shares; 2026Q1: 50,732 shares; 2026Q2: 57,177 shares 57,177$12.6M0.06%+6,445Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,424 shares; 2024Q4: 87,798 shares; 2025Q1: 85,604 shares; 2025Q2: 84,109 shares; 2025Q3: 96,862 shares; 2025Q4: 86,660 shares; 2026Q1: 86,819 shares; 2026Q2: 75,698 shares 75,698$12.6M0.06%-11,121Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,506 shares; 2024Q4: 30,760 shares; 2025Q1: 29,949 shares; 2025Q2: 27,971 shares; 2025Q3: 77,992 shares; 2025Q4: 112,478 shares; 2026Q1: 126,914 shares; 2026Q2: 132,412 shares 132,412$12.6M0.06%+5,498Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,602 shares; 2024Q4: 39,479 shares; 2025Q1: 34,290 shares; 2025Q2: 37,137 shares; 2025Q3: 85,526 shares; 2025Q4: 95,662 shares; 2026Q1: 100,659 shares; 2026Q2: 117,929 shares 117,929$12.6M0.06%+17,270Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,365 shares; 2024Q4: 162,496 shares; 2025Q1: 143,769 shares; 2025Q2: 172,915 shares; 2025Q3: 179,854 shares; 2025Q4: 184,441 shares; 2026Q1: 184,237 shares; 2026Q2: 185,267 shares 185,267$12.5M0.06%+1,030Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443,442 shares; 2024Q4: 473,999 shares; 2025Q1: 297,078 shares; 2025Q2: 273,239 shares; 2025Q3: 299,478 shares; 2025Q4: 293,479 shares; 2026Q1: 221,148 shares; 2026Q2: 216,715 shares 216,715$12.5M0.06%-4,433Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,542 shares; 2024Q4: 70,467 shares; 2025Q1: 70,676 shares; 2025Q2: 68,558 shares; 2025Q3: 100,146 shares; 2025Q4: 145,659 shares; 2026Q1: 155,344 shares; 2026Q2: 166,685 shares 166,685$12.5M0.06%+11,341Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,568 shares; 2024Q4: 49,970 shares; 2025Q1: 49,415 shares; 2025Q2: 52,234 shares; 2025Q3: 54,590 shares; 2025Q4: 49,776 shares; 2026Q1: 55,873 shares; 2026Q2: 57,635 shares 57,635$12.5M0.06%+1,762Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,811 shares; 2024Q4: 162,061 shares; 2025Q1: 194,801 shares; 2025Q2: 262,716 shares; 2025Q3: 333,786 shares; 2025Q4: 610,256 shares; 2026Q1: 391,483 shares; 2026Q2: 374,358 shares 374,358$12.5M0.06%-17,125Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,034 shares; 2024Q4: 49,626 shares; 2025Q1: 74,711 shares; 2025Q2: 86,839 shares; 2025Q3: 80,697 shares; 2025Q4: 74,790 shares; 2026Q1: 50,735 shares; 2026Q2: 52,134 shares 52,134$12.5M0.06%+1,399Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,177 shares; 2024Q4: 19,259 shares; 2025Q1: 16,086 shares; 2025Q2: 47,429 shares; 2025Q3: 42,938 shares; 2025Q4: 54,108 shares; 2026Q1: 71,389 shares; 2026Q2: 79,686 shares 79,686$12.4M0.06%+8,297Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,749 shares; 2024Q4: 63,992 shares; 2025Q1: 66,854 shares; 2025Q2: 74,718 shares; 2025Q3: 77,292 shares; 2025Q4: 77,477 shares; 2026Q1: 72,364 shares; 2026Q2: 61,380 shares 61,380$12.4M0.06%-10,984Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,194 shares; 2024Q4: 52,473 shares; 2025Q1: 44,948 shares; 2025Q2: 43,579 shares; 2025Q3: 45,972 shares; 2025Q4: 45,205 shares; 2026Q1: 45,448 shares; 2026Q2: 114,502 shares 114,502$12.4M0.06%+69,054Timeline
GPIQGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,233 shares; 2025Q1: 6,994 shares; 2025Q2: 9,199 shares; 2025Q3: 11,207 shares; 2025Q4: 11,536 shares; 2026Q1: 16,827 shares; 2026Q2: 207,333 shares 207,333$12.3M0.06%+190,506Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,424 shares; 2024Q4: 327,722 shares; 2025Q1: 354,951 shares; 2025Q2: 331,549 shares; 2025Q3: 410,531 shares; 2025Q4: 432,042 shares; 2026Q1: 451,965 shares; 2026Q2: 487,635 shares 487,635$12.2M0.06%+35,670Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,157 shares; 2025Q1: 40,000 shares; 2025Q2: 38,844 shares; 2025Q3: 44,127 shares; 2025Q4: 55,220 shares; 2026Q1: 58,273 shares; 2026Q2: 44,037 shares 44,037$12.2M0.06%-14,236Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,984 shares; 2025Q3: 27,301 shares; 2025Q4: 28,167 shares; 2026Q1: 61,155 shares; 2026Q2: 44,364 shares 44,364$12.1M0.06%-16,791Timeline
GEMGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,595 shares; 2024Q4: 9,105 shares; 2025Q1: 8,297 shares; 2025Q2: 9,816 shares; 2025Q3: 257,006 shares; 2025Q4: 262,524 shares; 2026Q1: 227,221 shares; 2026Q2: 230,991 shares 230,991$12M0.06%+3,770Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,182 shares; 2024Q4: 127,543 shares; 2025Q1: 107,343 shares; 2025Q2: 103,388 shares; 2025Q3: 104,466 shares; 2025Q4: 120,971 shares; 2026Q1: 150,850 shares; 2026Q2: 173,160 shares 173,160$11.8M0.05%+22,310Timeline
FEMFIRST TR EXCH TRD ALPHDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,578 shares; 2024Q4: 468,075 shares; 2025Q1: 475,542 shares; 2025Q2: 513,281 shares; 2025Q3: 517,182 shares; 2025Q4: 413,733 shares; 2026Q1: 379,901 shares; 2026Q2: 369,789 shares 369,789$11.8M0.05%-10,112Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,933 shares; 2024Q4: 18,065 shares; 2025Q1: 17,365 shares; 2025Q2: 16,607 shares; 2025Q3: 39,869 shares; 2025Q4: 45,009 shares; 2026Q1: 47,086 shares; 2026Q2: 44,113 shares 44,113$11.8M0.05%-2,973Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,381 shares; 2024Q4: 172,846 shares; 2025Q1: 171,406 shares; 2025Q2: 187,591 shares; 2025Q3: 180,737 shares; 2025Q4: 194,945 shares; 2026Q1: 209,370 shares; 2026Q2: 247,456 shares 247,456$11.8M0.05%+38,086Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,703 shares; 2024Q4: 19,098 shares; 2025Q1: 20,782 shares; 2025Q2: 24,325 shares; 2025Q3: 24,178 shares; 2025Q4: 28,378 shares; 2026Q1: 28,275 shares; 2026Q2: 28,656 shares 28,656$11.7M0.05%+381Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,247 shares; 2024Q4: 47,712 shares; 2025Q1: 46,595 shares; 2025Q2: 49,368 shares; 2025Q3: 44,642 shares; 2025Q4: 42,295 shares; 2026Q1: 38,193 shares; 2026Q2: 37,161 shares 37,161$11.7M0.05%-1,032Timeline
TUSITOUCHSTONE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,550 shares; 2025Q3: 8,450 shares; 2025Q4: 9,650 shares; 2026Q1: not reported; 2026Q2: 460,904 shares 460,904$11.6M0.05%newTimeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,840 shares; 2024Q4: 335,084 shares; 2025Q1: 340,151 shares; 2025Q2: 345,099 shares; 2025Q3: 324,697 shares; 2025Q4: 675,296 shares; 2026Q1: 775,230 shares; 2026Q2: 385,473 shares 385,473$11.6M0.05%-389,757Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,534 shares; 2024Q4: 192,776 shares; 2025Q1: 189,904 shares; 2025Q2: 199,200 shares; 2025Q3: 202,666 shares; 2025Q4: 204,985 shares; 2026Q1: 193,365 shares; 2026Q2: 139,433 shares 139,433$11.6M0.05%-53,932Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,474 shares; 2024Q4: 63,815 shares; 2025Q1: 60,657 shares; 2025Q2: 63,186 shares; 2025Q3: 66,589 shares; 2025Q4: 85,647 shares; 2026Q1: 114,920 shares; 2026Q2: 105,247 shares 105,247$11.6M0.05%-9,673Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,447 shares; 2024Q4: 96,430 shares; 2025Q1: 92,169 shares; 2025Q2: 117,176 shares; 2025Q3: 121,246 shares; 2025Q4: 126,690 shares; 2026Q1: 159,220 shares; 2026Q2: 186,207 shares 186,207$11.5M0.05%+26,987Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,824 shares; 2024Q4: 22,595 shares; 2025Q1: 9,906 shares; 2025Q2: 9,043 shares; 2025Q3: 9,649 shares; 2025Q4: 10,459 shares; 2026Q1: 9,806 shares; 2026Q2: 10,110 shares 10,110$11.5M0.05%+304Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,226 shares; 2024Q4: 42,665 shares; 2025Q1: 54,509 shares; 2025Q2: 53,639 shares; 2025Q3: 54,960 shares; 2025Q4: 57,517 shares; 2026Q1: 59,624 shares; 2026Q2: 72,923 shares 72,923$11.4M0.05%+13,299Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,396 shares; 2024Q4: 228,966 shares; 2025Q1: 244,777 shares; 2025Q2: 282,808 shares; 2025Q3: 367,149 shares; 2025Q4: 474,328 shares; 2026Q1: 633,787 shares; 2026Q2: 561,363 shares 561,363$11.4M0.05%-72,424Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,634 shares; 2024Q4: 31,025 shares; 2025Q1: 30,388 shares; 2025Q2: 35,815 shares; 2025Q3: 33,155 shares; 2025Q4: 36,943 shares; 2026Q1: 41,145 shares; 2026Q2: 39,268 shares 39,268$11.4M0.05%-1,877Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,073 shares; 2024Q4: 94,759 shares; 2025Q1: 98,700 shares; 2025Q2: 102,188 shares; 2025Q3: 108,467 shares; 2025Q4: 126,550 shares; 2026Q1: 140,115 shares; 2026Q2: 145,888 shares 145,888$11.4M0.05%+5,773Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,335 shares; 2024Q4: 15,719 shares; 2025Q1: 21,936 shares; 2025Q2: 21,877 shares; 2025Q3: 22,860 shares; 2025Q4: 27,319 shares; 2026Q1: 39,938 shares; 2026Q2: 39,054 shares 39,054$11.3M0.05%-884Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,120 shares; 2024Q4: 22,443 shares; 2025Q1: 22,906 shares; 2025Q2: 27,002 shares; 2025Q3: 26,597 shares; 2025Q4: 28,423 shares; 2026Q1: 28,633 shares; 2026Q2: 28,805 shares 28,805$11.3M0.05%+172Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,463 shares; 2024Q4: 61,744 shares; 2025Q1: 60,984 shares; 2025Q2: 62,055 shares; 2025Q3: 59,483 shares; 2025Q4: 61,457 shares; 2026Q1: 63,577 shares; 2026Q2: 66,525 shares 66,525$11.3M0.05%+2,948Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,217 shares; 2024Q4: 23,924 shares; 2025Q1: 31,262 shares; 2025Q2: 40,200 shares; 2025Q3: 45,020 shares; 2025Q4: 50,891 shares; 2026Q1: 59,996 shares; 2026Q2: 67,201 shares 67,201$11.2M0.05%+7,205Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,303 shares; 2024Q4: 111,782 shares; 2025Q1: 113,462 shares; 2025Q2: 119,140 shares; 2025Q3: 114,493 shares; 2025Q4: 381,590 shares; 2026Q1: 429,045 shares; 2026Q2: 500,585 shares 500,585$11.2M0.05%+71,540Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,386 shares; 2024Q4: 10,354 shares; 2025Q1: 10,633 shares; 2025Q2: 17,107 shares; 2025Q3: 25,668 shares; 2025Q4: 16,831 shares; 2026Q1: 18,587 shares; 2026Q2: 135,563 shares 135,563$11.2M0.05%+116,976Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,686 shares; 2024Q4: 28,777 shares; 2025Q1: 35,076 shares; 2025Q2: 72,605 shares; 2025Q3: 64,347 shares; 2025Q4: 73,002 shares; 2026Q1: 121,354 shares; 2026Q2: 119,302 shares 119,302$11.1M0.05%-2,052Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,598 shares; 2024Q4: 28,382 shares; 2025Q1: 24,779 shares; 2025Q2: 25,096 shares; 2025Q3: 31,793 shares; 2025Q4: 30,657 shares; 2026Q1: 30,137 shares; 2026Q2: 27,344 shares 27,344$11.1M0.05%-2,793Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,111 shares; 2024Q4: 120,490 shares; 2025Q1: 108,234 shares; 2025Q2: 106,127 shares; 2025Q3: 88,755 shares; 2025Q4: 66,927 shares; 2026Q1: 81,239 shares; 2026Q2: 85,659 shares 85,659$11.1M0.05%+4,420Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,054 shares; 2024Q4: 372,303 shares; 2025Q1: 385,566 shares; 2025Q2: 405,509 shares; 2025Q3: 406,713 shares; 2025Q4: 419,785 shares; 2026Q1: 427,655 shares; 2026Q2: 485,021 shares 485,021$11.1M0.05%+57,366Timeline
JBBBJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,277 shares; 2024Q4: 75,655 shares; 2025Q1: 79,375 shares; 2025Q2: 142,194 shares; 2025Q3: 184,751 shares; 2025Q4: 193,508 shares; 2026Q1: 234,762 shares; 2026Q2: 233,474 shares 233,474$11.1M0.05%-1,288Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,860 shares; 2024Q4: 50,099 shares; 2025Q1: 33,303 shares; 2025Q2: 37,626 shares; 2025Q3: 37,526 shares; 2025Q4: 37,555 shares; 2026Q1: 39,820 shares; 2026Q2: 40,058 shares 40,058$11M0.05%+238Timeline
HFXINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,412,425 shares; 2024Q4: 1,556,671 shares; 2025Q1: 1,634,175 shares; 2025Q2: 320,194 shares; 2025Q3: 316,033 shares; 2025Q4: 318,032 shares; 2026Q1: 292,215 shares; 2026Q2: 288,042 shares 288,042$11M0.05%-4,173Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,715 shares; 2024Q4: 31,977 shares; 2025Q1: 40,916 shares; 2025Q2: 49,657 shares; 2025Q3: 50,496 shares; 2025Q4: 48,772 shares; 2026Q1: 47,927 shares; 2026Q2: 49,085 shares 49,085$10.9M0.05%+1,158Timeline
CGMSCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,514 shares; 2024Q4: 81,450 shares; 2025Q1: 98,438 shares; 2025Q2: 140,448 shares; 2025Q3: 229,101 shares; 2025Q4: 304,745 shares; 2026Q1: 377,176 shares; 2026Q2: 397,373 shares 397,373$10.9M0.05%+20,197Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,130 shares; 2024Q4: 63,288 shares; 2025Q1: 64,674 shares; 2025Q2: 64,722 shares; 2025Q3: 68,226 shares; 2025Q4: 84,471 shares; 2026Q1: 85,576 shares; 2026Q2: 92,160 shares 92,160$10.8M0.05%+6,584Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,560 shares; 2024Q4: 254,072 shares; 2025Q1: 183,885 shares; 2025Q2: 215,506 shares; 2025Q3: 223,996 shares; 2025Q4: 229,015 shares; 2026Q1: 207,807 shares; 2026Q2: 205,188 shares 205,188$10.8M0.05%-2,619Timeline
JPSEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,072 shares; 2025Q4: 24,469 shares; 2026Q1: 19,218 shares; 2026Q2: 177,474 shares 177,474$10.7M0.05%+158,256Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,889 shares; 2024Q4: 304,856 shares; 2025Q1: 300,376 shares; 2025Q2: 267,019 shares; 2025Q3: 213,848 shares; 2025Q4: 210,367 shares; 2026Q1: 239,948 shares; 2026Q2: 220,373 shares 220,373$10.6M0.05%-19,575Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,181 shares; 2024Q4: 93,672 shares; 2025Q1: 95,761 shares; 2025Q2: 85,877 shares; 2025Q3: 108,106 shares; 2025Q4: 82,424 shares; 2026Q1: 91,365 shares; 2026Q2: 96,263 shares 96,263$10.5M0.05%+4,898Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,943 shares; 2024Q4: 317,539 shares; 2025Q1: 125,801 shares; 2025Q2: 121,017 shares; 2025Q3: 139,919 shares; 2025Q4: 144,300 shares; 2026Q1: 175,596 shares; 2026Q2: 233,172 shares 233,172$10.5M0.05%+57,576Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,586 shares; 2024Q4: 86,980 shares; 2025Q1: 83,621 shares; 2025Q2: 79,791 shares; 2025Q3: 79,787 shares; 2025Q4: 78,991 shares; 2026Q1: 79,626 shares; 2026Q2: 78,919 shares 78,919$10.5M0.05%-707Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,377 shares; 2024Q4: 114,352 shares; 2025Q1: 109,048 shares; 2025Q2: 128,786 shares; 2025Q3: 132,394 shares; 2025Q4: 129,310 shares; 2026Q1: 154,713 shares; 2026Q2: 155,101 shares 155,101$10.5M0.05%+388Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,358 shares; 2024Q4: 18,695 shares; 2025Q1: 86,062 shares; 2025Q2: 89,183 shares; 2025Q3: 90,844 shares; 2025Q4: 107,135 shares; 2026Q1: 118,262 shares; 2026Q2: 144,301 shares 144,301$10.4M0.05%+26,039Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,714 shares; 2024Q4: 171,438 shares; 2025Q1: 181,083 shares; 2025Q2: 179,111 shares; 2025Q3: 175,662 shares; 2025Q4: 165,104 shares; 2026Q1: 110,733 shares; 2026Q2: 112,471 shares 112,471$10.4M0.05%+1,738Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,569 shares; 2024Q4: 163,559 shares; 2025Q1: 160,412 shares; 2025Q2: 156,918 shares; 2025Q3: 158,426 shares; 2025Q4: 158,250 shares; 2026Q1: 159,480 shares; 2026Q2: 161,198 shares 161,198$10.3M0.05%+1,718Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,415 shares; 2025Q1: 2,542 shares; 2025Q2: 4,610 shares; 2025Q3: 5,710 shares; 2025Q4: 14,457 shares; 2026Q1: 25,806 shares; 2026Q2: 35,928 shares 35,928$10.2M0.05%+10,122Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,465 shares; 2024Q4: 51,005 shares; 2025Q1: 53,243 shares; 2025Q2: 54,729 shares; 2025Q3: 49,704 shares; 2025Q4: 51,067 shares; 2026Q1: 31,393 shares; 2026Q2: 30,498 shares 30,498$10.1M0.05%-895Timeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,218 shares; 2024Q4: 132,249 shares; 2025Q1: 117,039 shares; 2025Q2: 382,552 shares; 2025Q3: 404,368 shares; 2025Q4: 392,352 shares; 2026Q1: 417,981 shares; 2026Q2: 412,328 shares 412,328$10M0.05%-5,653Timeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 11,246 shares; 2025Q2: 11,953 shares; 2025Q3: 32,892 shares; 2025Q4: 82,885 shares; 2026Q1: 82,293 shares; 2026Q2: 89,432 shares 89,432$9.98M0.05%+7,139Timeline
TSPAT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,910 shares; 2025Q2: 197,793 shares; 2025Q3: 232,484 shares; 2025Q4: 214,799 shares; 2026Q1: 212,080 shares; 2026Q2: 209,698 shares 209,698$9.97M0.05%-2,382Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,288 shares; 2024Q4: 343,314 shares; 2025Q1: 353,629 shares; 2025Q2: 387,235 shares; 2025Q3: 449,067 shares; 2025Q4: 514,357 shares; 2026Q1: 591,655 shares; 2026Q2: 507,092 shares 507,092$9.95M0.05%-84,563Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,179 shares; 2024Q4: 96,277 shares; 2025Q1: 97,474 shares; 2025Q2: 92,033 shares; 2025Q3: 76,646 shares; 2025Q4: 77,867 shares; 2026Q1: 79,973 shares; 2026Q2: 68,035 shares 68,035$9.94M0.05%-11,938Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,351 shares; 2024Q4: 36,550 shares; 2025Q1: 36,357 shares; 2025Q2: 39,970 shares; 2025Q3: 42,419 shares; 2025Q4: 55,367 shares; 2026Q1: 53,721 shares; 2026Q2: 39,825 shares 39,825$9.89M0.05%-13,896Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,271 shares; 2024Q4: 104,633 shares; 2025Q1: 94,334 shares; 2025Q2: 96,892 shares; 2025Q3: 82,630 shares; 2025Q4: 79,370 shares; 2026Q1: 96,947 shares; 2026Q2: 107,276 shares 107,276$9.84M0.05%+10,329Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,390 shares; 2024Q4: 21,237 shares; 2025Q1: 26,637 shares; 2025Q2: 28,524 shares; 2025Q3: 33,951 shares; 2025Q4: 36,218 shares; 2026Q1: 32,080 shares; 2026Q2: 32,081 shares 32,081$9.83M0.05%+1Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,155 shares; 2024Q4: 79,933 shares; 2025Q1: 55,136 shares; 2025Q2: 60,798 shares; 2025Q3: 65,955 shares; 2025Q4: 65,719 shares; 2026Q1: 65,257 shares; 2026Q2: 51,553 shares 51,553$9.82M0.05%-13,704Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,026 shares; 2024Q4: 123,709 shares; 2025Q1: 166,951 shares; 2025Q2: 188,541 shares; 2025Q3: 160,944 shares; 2025Q4: 140,518 shares; 2026Q1: 92,422 shares; 2026Q2: 108,332 shares 108,332$9.81M0.05%+15,910Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,499 shares; 2024Q4: 35,838 shares; 2025Q1: 33,589 shares; 2025Q2: 26,332 shares; 2025Q3: 25,150 shares; 2025Q4: 39,769 shares; 2026Q1: 45,881 shares; 2026Q2: 51,503 shares 51,503$9.8M0.05%+5,622Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,127 shares; 2024Q4: 160,995 shares; 2025Q1: 157,463 shares; 2025Q2: 155,539 shares; 2025Q3: 162,123 shares; 2025Q4: 156,098 shares; 2026Q1: 153,541 shares; 2026Q2: 163,250 shares 163,250$9.75M0.05%+9,709Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,549 shares; 2024Q4: 37,808 shares; 2025Q1: 33,985 shares; 2025Q2: 38,722 shares; 2025Q3: 41,002 shares; 2025Q4: 39,146 shares; 2026Q1: 40,389 shares; 2026Q2: 43,886 shares 43,886$9.71M0.05%+3,497Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,926 shares; 2024Q4: 124,667 shares; 2025Q1: 133,734 shares; 2025Q2: not reported; 2025Q3: 22,333 shares; 2025Q4: 344,445 shares; 2026Q1: 376,619 shares; 2026Q2: 445,048 shares 445,048$9.7M0.05%+68,429Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 2,839 shares; 2025Q1: 1,983 shares; 2025Q2: 2,499 shares; 2025Q3: 2,963 shares; 2025Q4: 5,791 shares; 2026Q1: 4,629 shares; 2026Q2: 4,855 shares 4,855$9.62M0.04%+226Timeline
FLCOFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,182 shares; 2024Q4: 255,416 shares; 2025Q1: 259,907 shares; 2025Q2: 237,129 shares; 2025Q3: 278,771 shares; 2025Q4: 380,169 shares; 2026Q1: 419,177 shares; 2026Q2: 447,173 shares 447,173$9.59M0.04%+27,996Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,073 shares; 2024Q4: 146,783 shares; 2025Q1: 128,843 shares; 2025Q2: 135,674 shares; 2025Q3: 145,895 shares; 2025Q4: 153,478 shares; 2026Q1: 159,902 shares; 2026Q2: 194,820 shares 194,820$9.56M0.04%+34,918Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,023 shares; 2024Q4: 378,165 shares; 2025Q1: 386,086 shares; 2025Q2: 410,746 shares; 2025Q3: 457,110 shares; 2025Q4: 541,465 shares; 2026Q1: 603,532 shares; 2026Q2: 487,530 shares 487,530$9.52M0.04%-116,002Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,900 shares; 2024Q4: 371,080 shares; 2025Q1: 31,862 shares; 2025Q2: 64,107 shares; 2025Q3: 39,139 shares; 2025Q4: 91,379 shares; 2026Q1: 100,807 shares; 2026Q2: 102,997 shares 102,997$9.5M0.04%+2,190Timeline
BDVLBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,474 shares; 2025Q4: 307,420 shares; 2026Q1: 367,298 shares; 2026Q2: 365,322 shares 365,322$9.49M0.04%-1,976Timeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 159,514 shares; 2025Q1: 153,234 shares; 2025Q2: 11,196 shares; 2025Q3: 246,392 shares; 2025Q4: 267,442 shares; 2026Q1: 252,292 shares; 2026Q2: 245,499 shares 245,499$9.47M0.04%-6,793Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,345 shares; 2024Q4: 152,517 shares; 2025Q1: 241,708 shares; 2025Q2: 263,917 shares; 2025Q3: 251,850 shares; 2025Q4: 229,507 shares; 2026Q1: 228,152 shares; 2026Q2: 226,441 shares 226,441$9.47M0.04%-1,711Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,305 shares; 2024Q4: 44,285 shares; 2025Q1: 45,321 shares; 2025Q2: 50,921 shares; 2025Q3: 53,420 shares; 2025Q4: 49,514 shares; 2026Q1: 60,932 shares; 2026Q2: 57,761 shares 57,761$9.45M0.04%-3,171Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,971 shares; 2024Q4: 58,591 shares; 2025Q1: 54,920 shares; 2025Q2: 114,574 shares; 2025Q3: 117,506 shares; 2025Q4: 117,608 shares; 2026Q1: 159,110 shares; 2026Q2: 178,716 shares 178,716$9.43M0.04%+19,606Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,850 shares; 2024Q4: 118,846 shares; 2025Q1: 138,256 shares; 2025Q2: 173,594 shares; 2025Q3: 167,392 shares; 2025Q4: 171,668 shares; 2026Q1: 161,317 shares; 2026Q2: 155,252 shares 155,252$9.36M0.04%-6,065Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,204 shares; 2024Q4: 62,763 shares; 2025Q1: 52,642 shares; 2025Q2: 51,873 shares; 2025Q3: 57,648 shares; 2025Q4: 55,981 shares; 2026Q1: 55,111 shares; 2026Q2: 56,830 shares 56,830$9.3M0.04%+1,719Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,876 shares; 2024Q4: 291,464 shares; 2025Q1: 279,303 shares; 2025Q2: 290,933 shares; 2025Q3: 280,740 shares; 2025Q4: 280,994 shares; 2026Q1: 276,266 shares; 2026Q2: 268,818 shares 268,818$9.28M0.04%-7,448Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,697 shares; 2024Q4: 336,925 shares; 2025Q1: 326,740 shares; 2025Q2: 310,449 shares; 2025Q3: 368,775 shares; 2025Q4: 175,967 shares; 2026Q1: 187,266 shares; 2026Q2: 197,414 shares 197,414$9.24M0.04%+10,148Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,506 shares; 2024Q4: 25,448 shares; 2025Q1: 23,909 shares; 2025Q2: 13,445 shares; 2025Q3: 13,574 shares; 2025Q4: 18,097 shares; 2026Q1: 16,943 shares; 2026Q2: 18,990 shares 18,990$9.19M0.04%+2,047Timeline
GFFGRIFFON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,934 shares; 2025Q3: 11,043 shares; 2025Q4: 91,341 shares; 2026Q1: 93,863 shares; 2026Q2: 94,009 shares 94,009$9.17M0.04%+146Timeline
FEOERBB FUND TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,495 shares; 2025Q3: 145,095 shares; 2025Q4: 136,715 shares; 2026Q1: 154,476 shares; 2026Q2: 171,676 shares 171,676$9.17M0.04%+17,200Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,703 shares; 2024Q4: 312,277 shares; 2025Q1: 159,377 shares; 2025Q2: 126,867 shares; 2025Q3: 124,423 shares; 2025Q4: 119,236 shares; 2026Q1: 159,966 shares; 2026Q2: 118,694 shares 118,694$9.15M0.04%-41,272Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,074 shares; 2024Q4: 56,732 shares; 2025Q1: 56,415 shares; 2025Q2: 55,321 shares; 2025Q3: 55,775 shares; 2025Q4: 55,142 shares; 2026Q1: 54,863 shares; 2026Q2: 55,542 shares 55,542$9.14M0.04%+679Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,032 shares; 2024Q4: 135,504 shares; 2025Q1: 99,014 shares; 2025Q2: 114,618 shares; 2025Q3: 119,701 shares; 2025Q4: 125,502 shares; 2026Q1: 125,857 shares; 2026Q2: 131,183 shares 131,183$9.12M0.04%+5,326Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,714 shares; 2024Q4: 18,378 shares; 2025Q1: 18,298 shares; 2025Q2: 18,507 shares; 2025Q3: 9,451 shares; 2025Q4: 8,973 shares; 2026Q1: 8,683 shares; 2026Q2: 8,743 shares 8,743$9.11M0.04%+60Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,462 shares; 2024Q4: 131,085 shares; 2025Q1: 86,667 shares; 2025Q2: 103,619 shares; 2025Q3: 103,726 shares; 2025Q4: 100,883 shares; 2026Q1: 100,658 shares; 2026Q2: 107,687 shares 107,687$9.11M0.04%+7,029Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,251 shares; 2024Q4: 34,074 shares; 2025Q1: 38,316 shares; 2025Q2: 19,636 shares; 2025Q3: 23,307 shares; 2025Q4: 22,680 shares; 2026Q1: 22,773 shares; 2026Q2: 24,436 shares 24,436$9.06M0.04%+1,663Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,778 shares; 2024Q4: 9,773 shares; 2025Q1: 7,534 shares; 2025Q2: 8,129 shares; 2025Q3: 7,839 shares; 2025Q4: 10,123 shares; 2026Q1: 10,089 shares; 2026Q2: 10,904 shares 10,904$9.05M0.04%+815Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,746 shares; 2024Q4: 100,842 shares; 2025Q1: 116,894 shares; 2025Q2: 126,566 shares; 2025Q3: 137,263 shares; 2025Q4: 148,261 shares; 2026Q1: 112,774 shares; 2026Q2: 117,910 shares 117,910$9.04M0.04%+5,136Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,457 shares; 2024Q4: 12,476 shares; 2025Q1: 12,723 shares; 2025Q2: 15,084 shares; 2025Q3: 20,185 shares; 2025Q4: 19,581 shares; 2026Q1: 18,123 shares; 2026Q2: 189,665 shares 189,665$8.83M0.04%+171,542Timeline
CWENCLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,588 shares; 2024Q4: 118,305 shares; 2025Q1: 123,197 shares; 2025Q2: 128,625 shares; 2025Q3: 149,981 shares; 2025Q4: 185,449 shares; 2026Q1: 243,587 shares; 2026Q2: 258,120 shares 258,120$8.82M0.04%+14,533Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,812 shares; 2024Q4: 222,084 shares; 2025Q1: 218,510 shares; 2025Q2: 237,653 shares; 2025Q3: 182,780 shares; 2025Q4: 178,766 shares; 2026Q1: 208,473 shares; 2026Q2: 217,087 shares 217,087$8.81M0.04%+8,614Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,211 shares; 2024Q4: 12,932 shares; 2025Q1: 12,803 shares; 2025Q2: 13,791 shares; 2025Q3: 16,899 shares; 2025Q4: 16,928 shares; 2026Q1: 17,747 shares; 2026Q2: 17,720 shares 17,720$8.77M0.04%-27Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,119 shares; 2024Q4: 89,437 shares; 2025Q1: 81,087 shares; 2025Q2: 162,930 shares; 2025Q3: 162,474 shares; 2025Q4: 166,322 shares; 2026Q1: 187,113 shares; 2026Q2: 182,184 shares 182,184$8.75M0.04%-4,929Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,198 shares 51,198$8.75M0.04%newTimeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 763,784 shares; 2024Q4: 684,406 shares; 2025Q1: 605,859 shares; 2025Q2: 577,469 shares; 2025Q3: 534,430 shares; 2025Q4: 395,267 shares; 2026Q1: 449,940 shares; 2026Q2: 354,264 shares 354,264$8.7M0.04%-95,676Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,310 shares; 2024Q4: 218,062 shares; 2025Q1: 210,705 shares; 2025Q2: 214,456 shares; 2025Q3: 232,991 shares; 2025Q4: 220,671 shares; 2026Q1: 136,414 shares; 2026Q2: 147,572 shares 147,572$8.69M0.04%+11,158Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,726 shares; 2024Q4: 85,449 shares; 2025Q1: 81,616 shares; 2025Q2: 99,306 shares; 2025Q3: 78,812 shares; 2025Q4: 82,773 shares; 2026Q1: 82,733 shares; 2026Q2: 87,371 shares 87,371$8.59M0.04%+4,638Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,192 shares; 2024Q4: 24,805 shares; 2025Q1: 103,412 shares; 2025Q2: 107,859 shares; 2025Q3: 95,513 shares; 2025Q4: 95,604 shares; 2026Q1: 118,904 shares; 2026Q2: 134,552 shares 134,552$8.59M0.04%+15,648Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,725 shares; 2024Q4: 36,087 shares; 2025Q1: 35,970 shares; 2025Q2: 36,779 shares; 2025Q3: 113,217 shares; 2025Q4: 112,212 shares; 2026Q1: 117,857 shares; 2026Q2: 187,562 shares 187,562$8.59M0.04%+69,705Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,166 shares; 2024Q4: 203,840 shares; 2025Q1: 196,312 shares; 2025Q2: 194,207 shares; 2025Q3: 211,548 shares; 2025Q4: 194,364 shares; 2026Q1: 151,111 shares; 2026Q2: 157,751 shares 157,751$8.55M0.04%+6,640Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,771 shares; 2024Q4: 75,444 shares; 2025Q1: 78,034 shares; 2025Q2: 76,991 shares; 2025Q3: 82,042 shares; 2025Q4: 171,946 shares; 2026Q1: 161,966 shares; 2026Q2: 157,924 shares 157,924$8.53M0.04%-4,042Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,216 shares; 2024Q4: 65,500 shares; 2025Q1: 65,046 shares; 2025Q2: 76,645 shares; 2025Q3: 96,069 shares; 2025Q4: 92,509 shares; 2026Q1: 83,999 shares; 2026Q2: 84,733 shares 84,733$8.5M0.04%+734Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,693 shares; 2024Q4: 283,907 shares; 2025Q1: 235,127 shares; 2025Q2: 227,545 shares; 2025Q3: 225,830 shares; 2025Q4: 192,814 shares; 2026Q1: 191,794 shares; 2026Q2: 176,245 shares 176,245$8.49M0.04%-15,549Timeline
CLSETRUST FOR PROFESSIONAL MANAGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,493 shares; 2024Q4: 13,633 shares; 2025Q1: 13,664 shares; 2025Q2: 14,091 shares; 2025Q3: 15,418 shares; 2025Q4: 52,622 shares; 2026Q1: 170,232 shares; 2026Q2: 248,343 shares 248,343$8.48M0.04%+78,111Timeline
JULUAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,375 shares; 2024Q4: 388,375 shares; 2025Q1: 379,310 shares; 2025Q2: 377,566 shares; 2025Q3: 375,782 shares; 2025Q4: 375,782 shares; 2026Q1: 263,333 shares; 2026Q2: 263,333 shares 263,333$8.45M0.04%0Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,532 shares; 2024Q4: 167,151 shares; 2025Q1: 207,259 shares; 2025Q2: 234,625 shares; 2025Q3: 163,222 shares; 2025Q4: 185,310 shares; 2026Q1: 206,293 shares; 2026Q2: 227,830 shares 227,830$8.43M0.04%+21,537Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,923 shares; 2025Q3: 49,620 shares; 2025Q4: 41,625 shares; 2026Q1: 45,896 shares; 2026Q2: 82,292 shares 82,292$8.36M0.04%+36,396Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,669 shares; 2024Q4: 64,363 shares; 2025Q1: 53,582 shares; 2025Q2: 53,854 shares; 2025Q3: 53,066 shares; 2025Q4: 71,496 shares; 2026Q1: 61,666 shares; 2026Q2: 55,136 shares 55,136$8.28M0.04%-6,530Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,596 shares; 2024Q4: 34,506 shares; 2025Q1: 26,475 shares; 2025Q2: 27,896 shares; 2025Q3: 27,379 shares; 2025Q4: 25,399 shares; 2026Q1: 26,288 shares; 2026Q2: 29,649 shares 29,649$8.26M0.04%+3,361Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,708 shares; 2024Q4: 34,386 shares; 2025Q1: 32,900 shares; 2025Q2: 33,143 shares; 2025Q3: 32,911 shares; 2025Q4: 31,265 shares; 2026Q1: 16,606 shares; 2026Q2: 28,905 shares 28,905$8.25M0.04%+12,299Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,366 shares; 2024Q4: 51,881 shares; 2025Q1: 52,141 shares; 2025Q2: 34,749 shares; 2025Q3: 48,327 shares; 2025Q4: 51,122 shares; 2026Q1: 58,458 shares; 2026Q2: 299,888 shares 299,888$8.22M0.04%+241,430Timeline
CSRECOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,206 shares; 2025Q3: 111,621 shares; 2025Q4: 191,718 shares; 2026Q1: 242,089 shares; 2026Q2: 289,556 shares 289,556$8.22M0.04%+47,467Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,881 shares; 2024Q4: 17,556 shares; 2025Q1: 17,797 shares; 2025Q2: 22,764 shares; 2025Q3: 20,184 shares; 2025Q4: 30,920 shares; 2026Q1: 31,728 shares; 2026Q2: 35,750 shares 35,750$8.2M0.04%+4,022Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,881 shares; 2024Q4: 59,927 shares; 2025Q1: 59,981 shares; 2025Q2: 60,568 shares; 2025Q3: 57,788 shares; 2025Q4: 62,376 shares; 2026Q1: 95,361 shares; 2026Q2: 107,737 shares 107,737$8.2M0.04%+12,376Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,737 shares; 2025Q1: 64,387 shares; 2025Q2: 164,752 shares; 2025Q3: 244,027 shares; 2025Q4: 284,551 shares; 2026Q1: 291,705 shares; 2026Q2: 295,536 shares 295,536$8.17M0.04%+3,831Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 845,242 shares; 2024Q4: 900,338 shares; 2025Q1: not reported; 2025Q2: 160,093 shares; 2025Q3: 200,144 shares; 2025Q4: 212,844 shares; 2026Q1: 226,986 shares; 2026Q2: 242,117 shares 242,117$8.17M0.04%+15,131Timeline
IEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,956 shares; 2024Q4: 121,793 shares; 2025Q1: 116,898 shares; 2025Q2: 116,834 shares; 2025Q3: 112,341 shares; 2025Q4: 112,794 shares; 2026Q1: 116,686 shares; 2026Q2: 112,004 shares 112,004$8.16M0.04%-4,682Timeline
DWASINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,414 shares; 2024Q4: 39,564 shares; 2025Q1: 45,825 shares; 2025Q2: 60,216 shares; 2025Q3: 61,732 shares; 2025Q4: 59,729 shares; 2026Q1: 59,522 shares; 2026Q2: 63,855 shares 63,855$8.13M0.04%+4,333Timeline
GSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,628 shares; 2025Q1: 84,701 shares; 2025Q2: 59,101 shares; 2025Q3: 85,172 shares; 2025Q4: 88,147 shares; 2026Q1: 116,032 shares; 2026Q2: 117,425 shares 117,425$8.13M0.04%+1,393Timeline
RAAXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,579 shares; 2026Q2: 204,413 shares 204,413$8.11M0.04%+133,834Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,946 shares; 2024Q4: 83,754 shares; 2025Q1: 45,507 shares; 2025Q2: 42,348 shares; 2025Q3: 120,867 shares; 2025Q4: 121,131 shares; 2026Q1: 129,377 shares; 2026Q2: 140,131 shares 140,131$8.08M0.04%+10,754Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,137 shares; 2024Q4: 507,339 shares; 2025Q1: 514,741 shares; 2025Q2: 485,599 shares; 2025Q3: 526,414 shares; 2025Q4: 518,768 shares; 2026Q1: 729,732 shares; 2026Q2: 569,087 shares 569,087$7.91M0.04%-160,645Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,694 shares; 2024Q4: 30,951 shares; 2025Q1: 59,582 shares; 2025Q2: 72,195 shares; 2025Q3: 88,589 shares; 2025Q4: 92,374 shares; 2026Q1: 84,643 shares; 2026Q2: 84,404 shares 84,404$7.9M0.04%-239Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,034 shares; 2026Q1: 170,240 shares; 2026Q2: 130,254 shares 130,254$7.83M0.04%-39,986Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,413 shares; 2024Q4: 367,704 shares; 2025Q1: 130,238 shares; 2025Q2: 174,010 shares; 2025Q3: 179,242 shares; 2025Q4: 175,118 shares; 2026Q1: 176,872 shares; 2026Q2: 179,003 shares 179,003$7.81M0.04%+2,131Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,480 shares; 2024Q4: 49,335 shares; 2025Q1: 42,745 shares; 2025Q2: 44,534 shares; 2025Q3: 52,520 shares; 2025Q4: 54,605 shares; 2026Q1: 61,023 shares; 2026Q2: 66,441 shares 66,441$7.8M0.04%+5,418Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,438 shares; 2024Q4: 156,600 shares; 2025Q1: 150,749 shares; 2025Q2: 153,756 shares; 2025Q3: 155,777 shares; 2025Q4: 159,130 shares; 2026Q1: 156,745 shares; 2026Q2: 165,165 shares 165,165$7.79M0.04%+8,420Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,732 shares; 2024Q4: 75,380 shares; 2025Q1: 74,211 shares; 2025Q2: 89,291 shares; 2025Q3: 94,172 shares; 2025Q4: 90,770 shares; 2026Q1: 85,337 shares; 2026Q2: 63,170 shares 63,170$7.78M0.04%-22,167Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,783 shares; 2024Q4: 39,476 shares; 2025Q1: 27,260 shares; 2025Q2: 30,863 shares; 2025Q3: 24,592 shares; 2025Q4: 23,324 shares; 2026Q1: 34,533 shares; 2026Q2: 34,761 shares 34,761$7.77M0.04%+228Timeline
AROCARCHROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,220 shares; 2024Q4: 59,504 shares; 2025Q1: 57,393 shares; 2025Q2: 57,608 shares; 2025Q3: 57,362 shares; 2025Q4: 59,009 shares; 2026Q1: 58,310 shares; 2026Q2: 189,975 shares 189,975$7.73M0.04%+131,665Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,653 shares; 2024Q4: 5,203 shares; 2025Q1: 7,711 shares; 2025Q2: 47,394 shares; 2025Q3: 48,397 shares; 2025Q4: 52,213 shares; 2026Q1: 56,020 shares; 2026Q2: 75,596 shares 75,596$7.72M0.04%+19,576Timeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,359 shares; 2024Q4: 124,804 shares; 2025Q1: 123,256 shares; 2025Q2: 131,366 shares; 2025Q3: 136,871 shares; 2025Q4: 141,870 shares; 2026Q1: 143,297 shares; 2026Q2: 115,419 shares 115,419$7.69M0.04%-27,878Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,888 shares; 2024Q4: 26,801 shares; 2025Q1: 13,691 shares; 2025Q2: 38,125 shares; 2025Q3: 51,788 shares; 2025Q4: 55,891 shares; 2026Q1: 83,441 shares; 2026Q2: 56,412 shares 56,412$7.67M0.04%-27,029Timeline
BITQBITWISE FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 305,100 shares; 2026Q1: 305,740 shares; 2026Q2: 312,895 shares 312,895$7.67M0.04%+7,155Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,411 shares; 2024Q4: 49,461 shares; 2025Q1: 46,761 shares; 2025Q2: 48,935 shares; 2025Q3: 37,072 shares; 2025Q4: 36,826 shares; 2026Q1: 42,069 shares; 2026Q2: 43,604 shares 43,604$7.66M0.04%+1,535Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,314 shares; 2024Q4: 5,550 shares; 2025Q1: 3,684 shares; 2025Q2: 5,364 shares; 2025Q3: 4,047 shares; 2025Q4: 7,890 shares; 2026Q1: 14,221 shares; 2026Q2: 19,411 shares 19,411$7.66M0.04%+5,190Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,052 shares; 2024Q4: 12,529 shares; 2025Q1: 11,165 shares; 2025Q2: 9,091 shares; 2025Q3: 8,946 shares; 2025Q4: 8,049 shares; 2026Q1: 9,375 shares; 2026Q2: 21,782 shares 21,782$7.63M0.04%+12,407Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,462 shares; 2024Q4: 38,790 shares; 2025Q1: 39,275 shares; 2025Q2: 48,644 shares; 2025Q3: 57,961 shares; 2025Q4: 70,604 shares; 2026Q1: 62,722 shares; 2026Q2: 67,991 shares 67,991$7.5M0.03%+5,269Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,040 shares; 2024Q4: 406,107 shares; 2025Q1: 415,736 shares; 2025Q2: 574,681 shares; 2025Q3: 616,511 shares; 2025Q4: 624,306 shares; 2026Q1: 625,123 shares; 2026Q2: 453,793 shares 453,793$7.44M0.03%-171,330Timeline
OTFBLUE OWL TECHNOLOGY FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,565 shares; 2025Q4: 149,377 shares; 2026Q1: 283,099 shares; 2026Q2: 716,442 shares 716,442$7.42M0.03%+433,343Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,460 shares; 2024Q4: 31,423 shares; 2025Q1: 28,122 shares; 2025Q2: 27,387 shares; 2025Q3: 24,962 shares; 2025Q4: 26,720 shares; 2026Q1: 26,011 shares; 2026Q2: 27,555 shares 27,555$7.41M0.03%+1,544Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,770 shares; 2025Q3: 92,584 shares; 2025Q4: 191,450 shares; 2026Q1: 117,992 shares; 2026Q2: 137,564 shares 137,564$7.36M0.03%+19,572Timeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,231 shares; 2024Q4: 133,569 shares; 2025Q1: 127,686 shares; 2025Q2: 131,434 shares; 2025Q3: 127,240 shares; 2025Q4: 121,165 shares; 2026Q1: 134,515 shares; 2026Q2: 164,016 shares 164,016$7.25M0.03%+29,501Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,279 shares; 2024Q4: 21,295 shares; 2025Q1: 24,230 shares; 2025Q2: 26,412 shares; 2025Q3: 33,604 shares; 2025Q4: 47,577 shares; 2026Q1: 118,559 shares; 2026Q2: 141,996 shares 141,996$7.25M0.03%+23,437Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,615 shares; 2024Q4: 61,813 shares; 2025Q1: 60,775 shares; 2025Q2: 76,725 shares; 2025Q3: 75,759 shares; 2025Q4: 82,588 shares; 2026Q1: 85,066 shares; 2026Q2: 91,563 shares 91,563$7.22M0.03%+6,497Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,713 shares; 2024Q4: 102,197 shares; 2025Q1: 75,315 shares; 2025Q2: 75,033 shares; 2025Q3: 74,102 shares; 2025Q4: 77,075 shares; 2026Q1: 83,529 shares; 2026Q2: 83,682 shares 83,682$7.09M0.03%+153Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 961,084 shares; 2024Q4: 927,528 shares; 2025Q1: 677,977 shares; 2025Q2: 821,564 shares; 2025Q3: 627,322 shares; 2025Q4: 632,017 shares; 2026Q1: 713,670 shares; 2026Q2: 670,765 shares 670,765$7.04M0.03%-42,905Timeline
RFVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,936 shares; 2024Q4: 39,050 shares; 2025Q1: 39,109 shares; 2025Q2: 40,470 shares; 2025Q3: 48,305 shares; 2025Q4: 49,694 shares; 2026Q1: 48,385 shares; 2026Q2: 49,184 shares 49,184$7.03M0.03%+799Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,859 shares; 2024Q4: 229,145 shares; 2025Q1: 222,527 shares; 2025Q2: 209,705 shares; 2025Q3: 215,624 shares; 2025Q4: 211,226 shares; 2026Q1: 142,262 shares; 2026Q2: 135,630 shares 135,630$7.02M0.03%-6,632Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,891 shares; 2024Q4: 52,840 shares; 2025Q1: 51,258 shares; 2025Q2: 57,134 shares; 2025Q3: 55,297 shares; 2025Q4: 75,178 shares; 2026Q1: 65,817 shares; 2026Q2: 72,802 shares 72,802$7.02M0.03%+6,985Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,459 shares; 2024Q4: 67,886 shares; 2025Q1: 67,689 shares; 2025Q2: 224,032 shares; 2025Q3: 233,922 shares; 2025Q4: 212,258 shares; 2026Q1: 177,048 shares; 2026Q2: 173,417 shares 173,417$6.99M0.03%-3,631Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput28,800$21.2Mnew
SPYSTATE STR SPDR S&P 500 ETF T SHSput3,100$2.31Mnew
NVDANVIDIA CORPORATION COMcall10,500$2.1M+4,900
LRCXLAM RESEARCH CORP COMcall3,500$1.52M0
UPSUNITED PARCEL SVCS INC COMcall14,000$1.5M+4,000
LRCXLAM RESEARCH CORP COMput2,800$1.21Mnew
GOOGLALPHABET INC COMcall3,000$1.07Mnew
UPSUNITED PARCEL SVCS INC COMput7,800$838Knew
UBERUBER TECHNOLOGIES INC COMcall10,300$743K+300
USOUNITED STS OIL FD LP COMput6,300$671Knew
FCXFREEPORT MCMORAN INC Stockcall10,000$629K-600
SOFISOFI TECHNOLOGIES INC Stockcall35,000$628Knew
METAMETA PLATFORMS INC COMcall1,000$563Knew
PLTRPALANTIR TECHNOLOGIES INC COMcall3,500$408Knew
RBLXROBLOX CORP Stockcall5,000$272Knew
FRMIFERMI INC COMcall29,000$266Knew
QQQINVESCO QQQ TR COMcall300$221Knew
RSPINVESCO EXCHANGE TRADED FD T COMcall900$191Knew
MSFTMICROSOFT CORP COMcall500$187Knew
IWMISHARES TR SHScall500$150Knew
BMNRBITMINE IMMERSION TECHS INC COM NEWcall10,000$133Knew
CATCATERPILLAR INC COMput100$106Knew
TSLATESLA INC COMcall200$84.1Knew
GLDSPDR GOLD TR GOLD SHScall200$73.7Knew
MSTRSTRATEGY INC Stockcall800$69.5Knew
IRENIREN LIMITED STOKcall1,200$54.9Knew
GLWCORNING INC COMcall200$51.1Knew
TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADScall100$47.8Knew
XRPZFRANKLIN XRP TRUST CMNcall4,000$45.4Knew
FPSFORGENT POWER SOLUTIONS INC COM SHS CL Acall700$39.1Knew
BBBLACKBERRY LTD Stockcall3,000$38Knew
NVTNVENT ELEC PLC Stockcall200$33.9Knew
SFMSPROUTS FMRS MKT INC Stockcall400$33.8Knew
QQQMINVESCO EXCH TRADED FD TR II COMput100$30.3Knew
IBMINTERNATIONAL BUSINESS MACHS COMcall100$28.1Knew
NKENIKE INC COMcall600$24.6Knew
ASXASE TECHNOLOGY HLDG CO LTD ADRcall500$22.6Knew
PRUPRUDENTIAL FINL INC Stockput200$21.6Knew
PURRHYPERLIQUID STRATEGIES INC COMMON STOCKcall2,600$20.5Knew
NOWSERVICENOW INC COMcall200$19.9Knew
LNCLINCOLN NATL CORP IND Stockput500$17.7Knew
OWLBLUE OWL CAPITAL INC Stockcall2,000$17.5Knew
METMETLIFE INC Stockput200$16.9Knew
KWEBKRANESHARES TRUST CSI CHI INTERNETcall600$14.7Knew
ORCLORACLE CORP COMcall100$14.7Knew
ONDSONDAS INC COM NEWcall1,700$14Knew
NOKNOKIA CORP SPONSORED ADRcall1,000$13.3Knew
MXLMAXLINEAR INC COMcall100$12.8Knew
DUOLDUOLINGO INC Stockcall100$11.5Knew
ENPHENPHASE ENERGY INC Stockcall200$9.85Knew
PCTPURECYCLE TECHNOLOGIES INC COMcall1,100$8.92Knew
VCXFUNDRISE INNOVATION FD LLC CLSD FDcall100$8.64Knew
BSXBOSTON SCIENTIFIC CORP COMcall200$8.54Knew
GFSGLOBALFOUNDRIES INC ORDINARY SHAREScall100$8.24Knew
IBITISHARES BITCOIN TRUST ETF SHScall200$6.66Knew
TAT&T INC COMcall300$6.21Knew
SEDGSOLAREDGE TECHNOLOGIES INC COMcall100$5.84Knew
QXOQXO INC Stockcall300$5.18Knew
JOBYJOBY AVIATION INC COMMON STOCKcall500$4.46Knew
HIMSHIMS & HERS HEALTH INC COM CL Acall100$3.47Knew
SOUNSOUNDHOUND AI INC Stockcall500$3.23Knew
ENVXENOVIX CORPORATION Stockcall400$2.43Knew

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
REDFIN CORPREDFIN CORP NOTE 0.500% 4/0principal13,000$12.5K0

Sold out in Q2 2026

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

The largest 100 of 112. All 112

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC143,468$32.4Mshares
CTRACOTERRA ENERGY INC155,488$5.46Mshares
GLDDGREAT LAKES DREDGE & DOCK CO305,240$5.19Mshares
UUUUENERGY FUELS INC283,274$5.17Mshares
BSCZINVESCO EXCH TRD SLF IDX FD142,737$2.93Mshares
DDDUPONT DE NEMOURS INC48,896$2.24Mshares
IBTMISHARES TR96,824$2.22Mshares
RYNRAYONIER INC107,630$2.22Mshares
HRTGHERITAGE INSURANCE HLDGS INC61,233$1.61Mshares
GOAUETF SER SOLUTIONS32,019$1.42Mshares
IHSIHS HOLDING LIMITED167,083$1.38Mshares
GRDNGUARDIAN PHARMACY SVCS INC35,901$1.35Mshares
FUTUFUTU HLDGS LTD9,854$1.35Mshares
PAGSPAGSEGURO DIGITAL LTD134,494$1.35Mshares
ATATATOUR LIFESTYLE HLDGS LTD35,971$1.32Mshares
FWONALIBERTY MEDIA CORP DEL15,211$1.19Mshares
VISNVISTANCE NETWORKS INC63,145$1.15Mshares
HRMYHARMONY BIOSCIENCES HLDGS IN36,778$1.03Mshares
ALAIR LEASE CORP15,219$988Kshares
OAKMHARRIS OAKMARK ETF TRUST34,456$950Kshares
BBMCJ P MORGAN EXCHANGE TRADED F8,649$938Kshares
GGENPACT LIMITED24,604$916Kshares
LSGRNATIXIS ETF TRUST II21,055$829Kshares
CCLCARNIVAL CORP31,956$827Kshares
XPXP INC43,299$824Kshares
CZRCAESARS ENTERTAINMENT INC NE30,386$803Kshares
FHIFEDERATED HERMES INC13,711$778Kshares
TRITHOMSON REUTERS CORP8,484$763Kshares
HOLXHOLOGIC INC9,948$752Kshares
BDIVETF SER SOLUTIONS29,800$675Kshares
BCOBRINKS CO6,335$657Kshares
SAWGETF SER SOLUTIONS29,900$619Kshares
RSPHINVESCO EXCHANGE TRADED FD T19,689$594Kshares
HYGWISHARES TR18,690$551Kshares
SASEABRIDGE GOLD INC18,427$522Kshares
WFRDWEATHERFORD INTL PLC4,790$453Kshares
PRIMPRIMORIS SVCS CORP3,015$431Kshares
GILGILDAN ACTIVEWEAR INC7,175$399Kshares
TIMBTIM S A14,985$397Kshares
GLNGGOLAR LNG LTD7,294$395Kshares
GSIGGOLDMAN SACHS ETF TR8,149$386Kshares
PDDPDD HOLDINGS INC3,698$378Kshares
SBNDCOLUMBIA ETF TR I19,925$374Kshares
CAPLCROSSAMERICA PARTNERS LP17,821$370Kshares
TLKTELEKOMUNIKASI IND18,319$342Kshares
OILKPROSHARES TR6,159$333Kshares
PARRPAR PAC HOLDINGS INC5,129$321Kshares
UTLUNITIL CORP6,049$316Kshares
MASIMASIMO CORP1,689$300Kshares
BCATBLACKROCK CAP ALLOCATION TER21,229$300Kshares
RUSHBRUSH ENTERPRISES INC4,289$276Kshares
IBDNORTHERN LTS FD TR IV11,569$276Kshares
FEBWAIM ETF PRODUCTS TRUST8,128$272Kshares
DGTSPDR SERIES TRUST1,595$270Kshares
MURMURPHY OIL CORP6,520$269Kshares
CPERUNITED STS COMMODITY INDEX F7,743$267Kshares
APAMARTISAN PARTNERS ASSET MGMT7,157$260Kshares
VCVISTEON CORP2,854$260Kshares
EUSAISHARES INC2,515$256Kshares
TGTXTG THERAPEUTICS INC7,697$256Kshares
XHRXENIA HOTELS & RESORTS INC17,167$255Kshares
PAHCPHIBRO ANIMAL HEALTH CORP4,473$247Kshares
CPNGCOUPANG INC13,099$247Kshares
ELFE L F BEAUTY INC4,065$246Kshares
BBAGJ P MORGAN EXCHANGE TRADED F5,182$239Kshares
SNCYSUN CTRY AIRLS HLDGS INC14,419$238Kshares
ESTCELASTIC N V4,720$236Kshares
SGDMSPROTT ETF TRUST3,119$235Kshares
MICCMAGNUM ICE CREAM CO NV15,345$228Kshares
AXTAAXALTA COATING SYS LTD8,213$228Kshares
SLVPISHARES INC6,378$226Kshares
BBAXJ P MORGAN EXCHANGE TRADED F3,794$226Kshares
SSRMSSR MINING IN7,553$222Kshares
HLHECLA MINING COMPANY11,876$221Kshares
ALTLPACER FDS TR5,025$221Kshares
MBNDSSGA ACTIVE TR8,093$220Kshares
CDEIMORGAN STANLEY ETF TRUST2,832$220Kshares
HUNHUNTSMAN CORP16,450$219Kshares
STEPSTEPSTONE GROUP INC4,571$218Kshares
BGBUNGE GLOBAL SA1,710$218Kshares
RSPUINVESCO EXCHANGE TRADED FD T2,628$213Kshares
BLSHBULLISH5,960$213Kshares
XRNCHIRON REAL ESTATE INC6,358$210Kshares
EDGHADVISORS INNER CIRCLE FD II6,119$209Kshares
SVMSILVERCORP METALS INC19,100$205Kshares
AGZISHARES TR1,869$205Kshares
OIHVANECK ETF TRUST505$204Kshares
ZZILLOW GROUP INC4,917$203Kshares
CBUCOMMUNITY FINANCIAL SYSTEM I3,463$203Kshares
ASAASA GOLD AND PRECIOUS MTLS L3,235$201Kshares
FSMFORTUNA MNG CORP18,504$184Kshares
JBGSJBG SMITH PPTYS12,307$180Kshares
XNCRXENCOR INC13,963$168Kshares
DBRGDIGITALBRIDGE GROUP INC10,057$155Kshares
FWRGFIRST WATCH RESTAURANT GROUP13,462$141Kshares
ARTVARTIVA BIOTHERAPEUTICS INC21,581$139Kshares
BCSFBAIN CAP SPECIALTY FIN INC10,130$126Kshares
AHCOADAPTHEALTH CORP10,052$120Kshares
FCTFIRST TR SR FLTG RATE INCOME10,790$104Kshares
EGHT8X8 INC NEW55,368$91.9Kshares

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001777271-26-000007 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001777271-26-000007 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001777271-26-000006 Quarter ended 2026-03-312026-05-05acceptance time not in the bulk data set
13F-HR 0001777271-26-000005 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR/A 0001777271-26-000004 Quarter ended 2025-09-302026-01-13acceptance time not in the bulk data set
13F-HR 0001777271-26-000001 Quarter ended 2025-03-312026-01-06acceptance time not in the bulk data set
13F-HR 0001777271-26-000003 Quarter ended 2025-09-302026-01-06acceptance time not in the bulk data set
13F-HR 0001777271-26-000002 Quarter ended 2025-06-302026-01-06acceptance time not in the bulk data set
13F-HR 0001777271-25-000001 Quarter ended 2024-12-312025-01-31acceptance time not in the bulk data set
13F-HR 0001777271-24-000005 Quarter ended 2024-09-302024-11-25acceptance time not in the bulk data set
13F-HR 0001777271-24-000004 Quarter ended 2024-06-302024-09-05acceptance time not in the bulk data set