BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,943,146 shares; 2024Q4: 4,577,860 shares; 2025Q1: 5,156,039 shares; 2025Q2: 6,039,099 shares; 2025Q3: 6,881,491 shares; 2025Q4: 8,054,977 shares; 2026Q1: 16,874,567 shares; 2026Q2: 35,718,154 shares 35,718,154 $2.63B 7.71% +18,843,587 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752,312 shares; 2024Q4: 2,087,775 shares; 2025Q1: 1,449,571 shares; 2025Q2: 1,627,351 shares; 2025Q3: 2,343,933 shares; 2025Q4: 2,421,782 shares; 2026Q1: 2,597,185 shares; 2026Q2: 5,369,114 shares 5,369,114 $1.86B 5.46% +2,771,929 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910,043 shares; 2024Q4: 5,579,987 shares; 2025Q1: 6,050,359 shares; 2025Q2: 6,733,245 shares; 2025Q3: 7,674,779 shares; 2025Q4: 9,606,480 shares; 2026Q1: 18,058,578 shares; 2026Q2: 38,533,386 shares 38,533,386 $1.86B 5.46% +20,474,808 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,394,830 shares; 2024Q4: 16,567,391 shares; 2025Q1: 17,638,531 shares; 2025Q2: 17,798,426 shares; 2025Q3: 18,382,716 shares; 2025Q4: 18,444,319 shares; 2026Q1: 18,815,997 shares; 2026Q2: 19,140,381 shares 19,140,381 $1.85B 5.42% +324,384 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,923,830 shares; 2024Q4: 9,879,819 shares; 2025Q1: 10,674,112 shares; 2025Q2: 10,928,410 shares; 2025Q3: 11,508,965 shares; 2025Q4: 11,439,869 shares; 2026Q1: 11,522,222 shares; 2026Q2: 11,690,609 shares 11,690,609 $1.2B 3.54% +168,387 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,479,153 shares; 2024Q4: 15,481,517 shares; 2025Q1: 20,818,228 shares; 2025Q2: 23,820,830 shares; 2025Q3: 25,301,765 shares; 2025Q4: 26,894,586 shares; 2026Q1: 29,096,169 shares; 2026Q2: 32,381,844 shares 32,381,844 $1.11B 3.25% +3,285,675 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,184,352 shares; 2024Q4: 6,840,022 shares; 2025Q1: 9,358,535 shares; 2025Q2: 13,075,978 shares; 2025Q3: 15,474,245 shares; 2025Q4: 17,497,390 shares; 2026Q1: 20,622,687 shares; 2026Q2: 25,486,113 shares 25,486,113 $1.01B 2.97% +4,863,426 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,569,643 shares; 2024Q4: 8,053,126 shares; 2025Q1: 9,303,110 shares; 2025Q2: 11,680,085 shares; 2025Q3: 13,293,613 shares; 2025Q4: 16,083,198 shares; 2026Q1: 18,877,994 shares; 2026Q2: 25,008,847 shares 25,008,847 $976M 2.87% +6,130,853 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,120,072 shares; 2024Q4: 6,224,628 shares; 2025Q1: 7,260,893 shares; 2025Q2: 8,335,464 shares; 2025Q3: 9,209,940 shares; 2025Q4: 10,256,962 shares; 2026Q1: 11,416,986 shares; 2026Q2: 12,544,726 shares 12,544,726 $907M 2.66% +1,127,740 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,514,362 shares; 2024Q4: 17,956,943 shares; 2025Q1: 16,861,316 shares; 2025Q2: 16,292,388 shares; 2025Q3: 15,995,409 shares; 2025Q4: 15,777,842 shares; 2026Q1: 15,398,022 shares; 2026Q2: 15,249,311 shares 15,249,311 $839M 2.46% -148,711 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,650,538 shares; 2024Q4: 8,819,732 shares; 2025Q1: 7,562,720 shares; 2025Q2: 7,236,706 shares; 2025Q3: 7,388,731 shares; 2025Q4: 8,024,961 shares; 2026Q1: 12,388,275 shares; 2026Q2: 13,605,470 shares 13,605,470 $604M 1.77% +1,217,195 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,746,055 shares; 2024Q4: 8,280,161 shares; 2025Q1: 8,412,131 shares; 2025Q2: 8,506,601 shares; 2025Q3: 8,555,677 shares; 2025Q4: 8,589,459 shares; 2026Q1: 8,757,746 shares; 2026Q2: 10,548,529 shares 10,548,529 $574M 1.69% +1,790,783 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,813,416 shares; 2024Q4: 2,155,097 shares; 2025Q1: 2,449,602 shares; 2025Q2: 2,794,752 shares; 2025Q3: 3,537,128 shares; 2025Q4: 3,710,957 shares; 2026Q1: 3,809,462 shares; 2026Q2: 8,233,142 shares 8,233,142 $560M 1.64% +4,423,680 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,718,316 shares; 2024Q4: 4,557,152 shares; 2025Q1: 5,427,948 shares; 2025Q2: 6,656,841 shares; 2025Q3: 7,675,767 shares; 2025Q4: 10,439,385 shares; 2026Q1: 12,749,013 shares; 2026Q2: 15,348,111 shares 15,348,111 $445M 1.31% +2,599,098 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,977 shares; 2024Q4: 21,861 shares; 2025Q1: 25,706 shares; 2025Q2: 22,160 shares; 2025Q3: 804,556 shares; 2025Q4: 646,119 shares; 2026Q1: 5,941,533 shares; 2026Q2: 6,509,112 shares 6,509,112 $384M 1.13% +567,579 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,190,562 shares; 2024Q4: 5,132,422 shares; 2025Q1: 4,878,936 shares; 2025Q2: 4,788,621 shares; 2025Q3: 4,795,579 shares; 2025Q4: 4,830,800 shares; 2026Q1: 4,783,669 shares; 2026Q2: 5,350,293 shares 5,350,293 $375M 1.1% +566,624 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,223 shares; 2024Q4: 325,626 shares; 2025Q1: 241,688 shares; 2025Q2: 230,486 shares; 2025Q3: 225,953 shares; 2025Q4: 257,191 shares; 2026Q1: 242,136 shares; 2026Q2: 556,625 shares 556,625 $362M 1.06% +314,489 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738,210 shares; 2024Q4: 766,156 shares; 2025Q1: 653,344 shares; 2025Q2: 683,628 shares; 2025Q3: 722,747 shares; 2025Q4: 705,083 shares; 2026Q1: 795,367 shares; 2026Q2: 1,223,022 shares 1,223,022 $362M 1.06% +427,655 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645,770 shares; 2024Q4: 2,155,007 shares; 2025Q1: 2,682,336 shares; 2025Q2: 3,147,124 shares; 2025Q3: 3,420,987 shares; 2025Q4: 3,594,862 shares; 2026Q1: 3,505,501 shares; 2026Q2: 7,049,255 shares 7,049,255 $353M 1.04% +3,543,754 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,279,691 shares; 2024Q4: 2,037,466 shares; 2025Q1: 1,772,397 shares; 2025Q2: 1,642,697 shares; 2025Q3: 1,580,037 shares; 2025Q4: 1,521,672 shares; 2026Q1: 1,494,852 shares; 2026Q2: 2,986,077 shares 2,986,077 $324M 0.95% +1,491,225 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,109 shares; 2024Q4: 6,324 shares; 2025Q1: 6,374 shares; 2025Q2: 6,142 shares; 2025Q3: 21,108 shares; 2025Q4: 21,616 shares; 2026Q1: 3,294,618 shares; 2026Q2: 3,499,288 shares 3,499,288 $312M 0.92% +204,670 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380,954 shares; 2024Q4: 1,921,630 shares; 2025Q1: 2,487,874 shares; 2025Q2: 3,197,643 shares; 2025Q3: 3,524,844 shares; 2025Q4: 3,532,480 shares; 2026Q1: 6,431,394 shares; 2026Q2: 6,215,784 shares 6,215,784 $286M 0.84% -215,610 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,146 shares; 2024Q4: 173,434 shares; 2025Q1: 170,287 shares; 2025Q2: 207,145 shares; 2025Q3: 417,548 shares; 2025Q4: 471,585 shares; 2026Q1: 452,560 shares; 2026Q2: 1,335,326 shares 1,335,326 $283M 0.83% +882,766 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,759 shares; 2024Q4: 268,847 shares; 2025Q1: 230,223 shares; 2025Q2: 241,372 shares; 2025Q3: 244,351 shares; 2025Q4: 253,540 shares; 2026Q1: 271,057 shares; 2026Q2: 688,858 shares 688,858 $276M 0.81% +417,801 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577,733 shares; 2024Q4: 602,583 shares; 2025Q1: 416,382 shares; 2025Q2: 407,287 shares; 2025Q3: 426,616 shares; 2025Q4: 442,546 shares; 2026Q1: 513,063 shares; 2026Q2: 1,327,136 shares 1,327,136 $258M 0.76% +814,073 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,989 shares; 2024Q4: 191,370 shares; 2025Q1: 160,075 shares; 2025Q2: 162,576 shares; 2025Q3: 168,567 shares; 2025Q4: 174,526 shares; 2026Q1: 163,816 shares; 2026Q2: 335,303 shares 335,303 $235M 0.69% +171,487 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,450 shares; 2024Q4: 37,644 shares; 2025Q1: 36,125 shares; 2025Q2: 241,758 shares; 2025Q3: 237,107 shares; 2025Q4: 89,129 shares; 2026Q1: 197,160 shares; 2026Q2: 1,888,047 shares 1,888,047 $232M 0.68% +1,690,887 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203,009 shares; 2024Q4: 3,456,606 shares; 2025Q1: 3,269,282 shares; 2025Q2: 3,216,323 shares; 2025Q3: 3,347,967 shares; 2025Q4: 3,190,242 shares; 2026Q1: 3,109,373 shares; 2026Q2: 6,378,613 shares 6,378,613 $209M 0.61% +3,269,240 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,448 shares; 2024Q4: 386,790 shares; 2025Q1: 261,507 shares; 2025Q2: 264,513 shares; 2025Q3: 299,873 shares; 2025Q4: 281,708 shares; 2026Q1: 278,034 shares; 2026Q2: 794,000 shares 794,000 $188M 0.55% +515,966 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,181,896 shares; 2024Q4: 2,851,550 shares; 2025Q1: 2,496,182 shares; 2025Q2: 2,300,703 shares; 2025Q3: 2,376,292 shares; 2025Q4: 2,155,296 shares; 2026Q1: 2,008,640 shares; 2026Q2: 3,916,077 shares 3,916,077 $186M 0.55% +1,907,437 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327,372 shares; 2024Q4: 2,232,372 shares; 2025Q1: 2,084,944 shares; 2025Q2: 2,035,386 shares; 2025Q3: 1,954,751 shares; 2025Q4: 1,875,482 shares; 2026Q1: 1,910,187 shares; 2026Q2: 3,788,921 shares 3,788,921 $182M 0.53% +1,878,734 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,654 shares; 2024Q4: 776,404 shares; 2025Q1: 985,937 shares; 2025Q2: 1,200,126 shares; 2025Q3: 1,328,981 shares; 2025Q4: 1,326,629 shares; 2026Q1: 1,309,388 shares; 2026Q2: 2,702,926 shares 2,702,926 $180M 0.53% +1,393,538 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,179,181 shares; 2024Q4: 1,045,846 shares; 2025Q1: 1,030,253 shares; 2025Q2: 1,542,490 shares; 2025Q3: 1,579,228 shares; 2025Q4: 2,647,836 shares; 2026Q1: 4,227,172 shares; 2026Q2: 4,375,866 shares 4,375,866 $178M 0.52% +148,694 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657,290 shares; 2024Q4: 2,308,782 shares; 2025Q1: 2,968,316 shares; 2025Q2: 3,584,232 shares; 2025Q3: 4,069,810 shares; 2025Q4: 4,015,059 shares; 2026Q1: 3,903,965 shares; 2026Q2: 3,654,844 shares 3,654,844 $175M 0.51% -249,121 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108,684 shares; 2024Q4: 1,246,122 shares; 2025Q1: 1,309,625 shares; 2025Q2: 1,516,064 shares; 2025Q3: 1,561,024 shares; 2025Q4: 1,469,418 shares; 2026Q1: 1,615,681 shares; 2026Q2: 3,290,574 shares 3,290,574 $165M 0.49% +1,674,893 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569,564 shares; 2024Q4: 1,688,258 shares; 2025Q1: 1,905,538 shares; 2025Q2: 2,307,221 shares; 2025Q3: 2,863,419 shares; 2025Q4: 2,799,604 shares; 2026Q1: 2,969,874 shares; 2026Q2: 5,943,212 shares 5,943,212 $161M 0.47% +2,973,338 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 934,351 shares; 2024Q4: 1,336,233 shares; 2025Q1: 1,877,210 shares; 2025Q2: 2,337,825 shares; 2025Q3: 2,829,931 shares; 2025Q4: 4,330,640 shares; 2026Q1: 3,530,102 shares; 2026Q2: 3,399,250 shares 3,399,250 $143M 0.42% -130,852 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728,853 shares; 2024Q4: 637,420 shares; 2025Q1: 545,371 shares; 2025Q2: 482,449 shares; 2025Q3: 457,507 shares; 2025Q4: 427,052 shares; 2026Q1: 401,793 shares; 2026Q2: 413,948 shares 413,948 $141M 0.41% +12,155 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,780 shares; 2024Q4: 123,879 shares; 2025Q1: 108,067 shares; 2025Q2: 112,608 shares; 2025Q3: 114,621 shares; 2025Q4: 132,095 shares; 2026Q1: 124,780 shares; 2026Q2: 185,143 shares 185,143 $140M 0.41% +60,363 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849,217 shares; 2024Q4: 2,539,021 shares; 2025Q1: 2,512,709 shares; 2025Q2: 2,472,808 shares; 2025Q3: 2,496,678 shares; 2025Q4: 2,464,660 shares; 2026Q1: 2,500,836 shares; 2026Q2: 5,054,516 shares 5,054,516 $139M 0.41% +2,553,680 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,729 shares; 2024Q4: 182,498 shares; 2025Q1: 242,840 shares; 2025Q2: 559,912 shares; 2025Q3: 1,795,780 shares; 2025Q4: 1,628,864 shares; 2026Q1: 1,513,146 shares; 2026Q2: 1,478,222 shares 1,478,222 $135M 0.4% -34,924 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,254 shares; 2024Q4: 316,376 shares; 2025Q1: 237,780 shares; 2025Q2: 246,161 shares; 2025Q3: 255,800 shares; 2025Q4: 272,114 shares; 2026Q1: 299,250 shares; 2026Q2: 520,986 shares 520,986 $132M 0.39% +221,736 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,521 shares; 2024Q4: 9,291 shares; 2025Q1: 9,379 shares; 2025Q2: 9,933 shares; 2025Q3: 10,269 shares; 2025Q4: 10,832 shares; 2026Q1: 11,803 shares; 2026Q2: 585,575 shares 585,575 $129M 0.38% +573,772 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821,619 shares; 2024Q4: 803,826 shares; 2025Q1: 779,506 shares; 2025Q2: 758,741 shares; 2025Q3: 801,574 shares; 2025Q4: 775,096 shares; 2026Q1: 751,429 shares; 2026Q2: 1,475,277 shares 1,475,277 $122M 0.36% +723,848 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,071 shares; 2024Q4: 68,733 shares; 2025Q1: 226,088 shares; 2025Q2: 371,993 shares; 2025Q3: 780,288 shares; 2025Q4: 766,697 shares; 2026Q1: 960,379 shares; 2026Q2: 948,506 shares 948,506 $118M 0.35% -11,873 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112,664 shares; 2024Q4: 1,112,339 shares; 2025Q1: 1,263,237 shares; 2025Q2: 1,240,436 shares; 2025Q3: 1,319,420 shares; 2025Q4: 1,271,841 shares; 2026Q1: 1,203,411 shares; 2026Q2: 1,522,673 shares 1,522,673 $118M 0.35% +319,262 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491,008 shares; 2024Q4: 494,941 shares; 2025Q1: 482,169 shares; 2025Q2: 558,490 shares; 2025Q3: 556,570 shares; 2025Q4: 548,003 shares; 2026Q1: 536,934 shares; 2026Q2: 530,640 shares 530,640 $116M 0.34% -6,294 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,874 shares; 2024Q4: 508,035 shares; 2025Q1: 497,632 shares; 2025Q2: 486,504 shares; 2025Q3: 489,341 shares; 2025Q4: 479,513 shares; 2026Q1: 479,148 shares; 2026Q2: 3,231,643 shares 3,231,643 $115M 0.34% +2,752,495 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,002 shares; 2024Q4: 153,140 shares; 2025Q1: 120,792 shares; 2025Q2: 124,643 shares; 2025Q3: 125,900 shares; 2025Q4: 132,956 shares; 2026Q1: 138,862 shares; 2026Q2: 304,126 shares 304,126 $111M 0.33% +165,264 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727,840 shares; 2024Q4: 704,833 shares; 2025Q1: 613,545 shares; 2025Q2: 768,958 shares; 2025Q3: 834,806 shares; 2025Q4: 984,370 shares; 2026Q1: 1,015,915 shares; 2026Q2: 2,629,312 shares 2,629,312 $109M 0.32% +1,613,397 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997,025 shares; 2024Q4: 1,064,450 shares; 2025Q1: 1,115,552 shares; 2025Q2: 1,259,980 shares; 2025Q3: 1,349,054 shares; 2025Q4: 1,374,249 shares; 2026Q1: 1,908,237 shares; 2026Q2: 2,107,505 shares 2,107,505 $109M 0.32% +199,268 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019,080 shares; 2024Q4: 1,368,693 shares; 2025Q1: 1,352,824 shares; 2025Q2: 1,315,634 shares; 2025Q3: 1,280,869 shares; 2025Q4: 1,189,294 shares; 2026Q1: 1,092,969 shares; 2026Q2: 1,279,755 shares 1,279,755 $105M 0.31% +186,786 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,078 shares; 2024Q4: 539,170 shares; 2025Q1: 380,178 shares; 2025Q2: 890,919 shares; 2025Q3: 946,924 shares; 2025Q4: 534,617 shares; 2026Q1: 751,045 shares; 2026Q2: 1,341,056 shares 1,341,056 $105M 0.31% +590,011 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750,731 shares; 2024Q4: 715,971 shares; 2025Q1: 667,811 shares; 2025Q2: 659,346 shares; 2025Q3: 708,423 shares; 2025Q4: 685,185 shares; 2026Q1: 726,177 shares; 2026Q2: 1,277,733 shares 1,277,733 $104M 0.31% +551,556 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821,637 shares; 2024Q4: 1,026,767 shares; 2025Q1: 951,454 shares; 2025Q2: 916,262 shares; 2025Q3: 946,977 shares; 2025Q4: 934,418 shares; 2026Q1: 927,780 shares; 2026Q2: 1,252,540 shares 1,252,540 $103M 0.3% +324,760 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,437 shares; 2024Q4: 62,133 shares; 2025Q1: 51,657 shares; 2025Q2: 54,272 shares; 2025Q3: 58,443 shares; 2025Q4: 145,929 shares; 2026Q1: 114,021 shares; 2026Q2: 198,549 shares 198,549 $101M 0.3% +84,528 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024,416 shares; 2024Q4: 1,886,204 shares; 2025Q1: 1,697,716 shares; 2025Q2: 1,567,810 shares; 2025Q3: 1,618,372 shares; 2025Q4: 1,516,700 shares; 2026Q1: 1,464,613 shares; 2026Q2: 2,917,095 shares 2,917,095 $95M 0.28% +1,452,482 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,105 shares; 2024Q4: 685,679 shares; 2025Q1: 482,554 shares; 2025Q2: 531,844 shares; 2025Q3: 530,640 shares; 2025Q4: 532,626 shares; 2026Q1: 706,429 shares; 2026Q2: 1,303,095 shares 1,303,095 $93.9M 0.28% +596,666 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 303,122 shares; 2025Q1: 734,724 shares; 2025Q2: 1,872,590 shares; 2025Q3: 2,091,516 shares; 2025Q4: 1,589,416 shares; 2026Q1: 2,093,938 shares; 2026Q2: 1,925,537 shares 1,925,537 $90.4M 0.27% -168,401 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695,083 shares; 2024Q4: 776,362 shares; 2025Q1: 15,708 shares; 2025Q2: 802,384 shares; 2025Q3: 791,412 shares; 2025Q4: 245,633 shares; 2026Q1: 595,695 shares; 2026Q2: 1,099,658 shares 1,099,658 $89.2M 0.26% +503,963 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 10,635 shares; 2025Q2: 17,916 shares; 2025Q3: 237,465 shares; 2025Q4: 387,772 shares; 2026Q1: 539,582 shares; 2026Q2: 655,079 shares 655,079 $83.9M 0.25% +115,497 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,636 shares; 2024Q4: 139,852 shares; 2025Q1: 128,205 shares; 2025Q2: 119,153 shares; 2025Q3: 91,120 shares; 2025Q4: 1,021,391 shares; 2026Q1: 634,956 shares; 2026Q2: 1,938,510 shares 1,938,510 $81.5M 0.24% +1,303,554 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,000 shares; 2024Q4: 49,730 shares; 2025Q1: 45,690 shares; 2025Q2: 48,016 shares; 2025Q3: 48,710 shares; 2025Q4: 48,194 shares; 2026Q1: 52,081 shares; 2026Q2: 67,429 shares 67,429 $79.6M 0.23% +15,348 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,159 shares; 2024Q4: 414,229 shares; 2025Q1: 398,048 shares; 2025Q2: 393,333 shares; 2025Q3: 493,170 shares; 2025Q4: 478,997 shares; 2026Q1: 474,735 shares; 2026Q2: 1,490,561 shares 1,490,561 $77.9M 0.23% +1,015,826 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,523 shares; 2024Q4: 48,930 shares; 2025Q1: 44,453 shares; 2025Q2: 36,152 shares; 2025Q3: 35,889 shares; 2025Q4: 1,049,261 shares; 2026Q1: 1,264,342 shares; 2026Q2: 1,803,215 shares 1,803,215 $74.9M 0.22% +538,873 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,004 shares; 2024Q4: 161,631 shares; 2025Q1: 122,477 shares; 2025Q2: 132,302 shares; 2025Q3: 133,606 shares; 2025Q4: 140,914 shares; 2026Q1: 154,146 shares; 2026Q2: 221,096 shares 221,096 $74.4M 0.22% +66,950 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,252 shares; 2024Q4: 48,109 shares; 2025Q1: 37,552 shares; 2025Q2: 39,857 shares; 2025Q3: 39,494 shares; 2025Q4: 42,223 shares; 2026Q1: 45,023 shares; 2026Q2: 128,719 shares 128,719 $74M 0.22% +83,696 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,387,324 shares; 2024Q4: 2,381,243 shares; 2025Q1: 2,387,293 shares; 2025Q2: 2,619,388 shares; 2025Q3: 2,577,550 shares; 2025Q4: 2,460,709 shares; 2026Q1: 2,489,929 shares; 2026Q2: 2,597,306 shares 2,597,306 $71.8M 0.21% +107,377 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,173 shares; 2024Q4: 17,144 shares; 2025Q1: 17,156 shares; 2025Q2: 15,009 shares; 2025Q3: 63,690 shares; 2025Q4: 157,209 shares; 2026Q1: 209,981 shares; 2026Q2: 896,755 shares 896,755 $70.7M 0.21% +686,774 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,228 shares; 2024Q4: 149,387 shares; 2025Q1: 110,552 shares; 2025Q2: 113,073 shares; 2025Q3: 128,343 shares; 2025Q4: 132,349 shares; 2026Q1: 152,445 shares; 2026Q2: 194,380 shares 194,380 $70.5M 0.21% +41,935 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,333 shares; 2024Q4: 500,896 shares; 2025Q1: 446,184 shares; 2025Q2: 445,711 shares; 2025Q3: 433,572 shares; 2025Q4: 411,617 shares; 2026Q1: 390,416 shares; 2026Q2: 768,169 shares 768,169 $70.4M 0.21% +377,753 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,897 shares; 2024Q4: 321,048 shares; 2025Q1: 339,686 shares; 2025Q2: 349,603 shares; 2025Q3: 613,401 shares; 2025Q4: 661,446 shares; 2026Q1: 720,524 shares; 2026Q2: 773,812 shares 773,812 $69M 0.2% +53,288 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,581 shares; 2024Q4: 23,519 shares; 2025Q1: 23,139 shares; 2025Q2: 77,082 shares; 2025Q3: 76,882 shares; 2025Q4: 35,931 shares; 2026Q1: 63,324 shares; 2026Q2: 200,771 shares 200,771 $68.8M 0.2% +137,447 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,408 shares; 2024Q4: 222,831 shares; 2025Q1: 117,982 shares; 2025Q2: 121,303 shares; 2025Q3: 557,485 shares; 2025Q4: 499,845 shares; 2026Q1: 460,249 shares; 2026Q2: 1,185,286 shares 1,185,286 $68.3M 0.2% +725,037 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,527 shares; 2024Q4: 248,256 shares; 2025Q1: 198,382 shares; 2025Q2: 203,144 shares; 2025Q3: 207,717 shares; 2025Q4: 205,245 shares; 2026Q1: 223,783 shares; 2026Q2: 265,777 shares 265,777 $67.5M 0.2% +41,994 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,001 shares; 2024Q4: 326,063 shares; 2025Q1: 322,066 shares; 2025Q2: 330,086 shares; 2025Q3: 324,268 shares; 2025Q4: 304,582 shares; 2026Q1: 314,310 shares; 2026Q2: 626,233 shares 626,233 $67.5M 0.2% +311,923 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,063 shares; 2024Q4: 108,736 shares; 2025Q1: 105,053 shares; 2025Q2: 118,365 shares; 2025Q3: 119,861 shares; 2025Q4: 114,140 shares; 2026Q1: 123,582 shares; 2026Q2: 535,565 shares 535,565 $66.5M 0.2% +411,983 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,567 shares; 2024Q4: 64,126 shares; 2025Q1: 56,496 shares; 2025Q2: 58,064 shares; 2025Q3: 63,482 shares; 2025Q4: 63,644 shares; 2026Q1: 83,783 shares; 2026Q2: 164,959 shares 164,959 $65.5M 0.19% +81,176 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646,549 shares; 2024Q4: 575,470 shares; 2025Q1: 442,864 shares; 2025Q2: 434,521 shares; 2025Q3: 419,709 shares; 2025Q4: 398,083 shares; 2026Q1: 402,318 shares; 2026Q2: 816,019 shares 816,019 $64.9M 0.19% +413,701 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,373 shares; 2024Q4: 93,502 shares; 2025Q1: 32,159 shares; 2025Q2: 34,242 shares; 2025Q3: 78,433 shares; 2025Q4: 119,543 shares; 2026Q1: 98,074 shares; 2026Q2: 225,605 shares 225,605 $64.4M 0.19% +127,531 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,298 shares; 2025Q1: 27,581 shares; 2025Q2: 28,210 shares; 2025Q3: 27,989 shares; 2025Q4: 26,423 shares; 2026Q1: 956,526 shares; 2026Q2: 950,667 shares 950,667 $63.2M 0.19% -5,859 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,578,537 shares; 2024Q4: 1,991,385 shares; 2025Q1: 1,305,257 shares; 2025Q2: 1,082,085 shares; 2025Q3: 1,181,348 shares; 2025Q4: 1,286,300 shares; 2026Q1: 1,247,780 shares; 2026Q2: 1,673,458 shares 1,673,458 $62.4M 0.18% +425,678 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,402 shares; 2024Q4: 19,829 shares; 2025Q1: 14,436 shares; 2025Q2: 9,919 shares; 2025Q3: 23,195 shares; 2025Q4: 468,784 shares; 2026Q1: 321,325 shares; 2026Q2: 748,988 shares 748,988 $61.7M 0.18% +427,663 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,434 shares; 2024Q4: 935,587 shares; 2025Q1: 919,839 shares; 2025Q2: 898,148 shares; 2025Q3: 1,027,646 shares; 2025Q4: 1,000,139 shares; 2026Q1: 933,897 shares; 2026Q2: 2,196,815 shares 2,196,815 $58.2M 0.17% +1,262,918 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,979 shares; 2024Q4: 185,442 shares; 2025Q1: 165,779 shares; 2025Q2: 144,303 shares; 2025Q3: 156,724 shares; 2025Q4: 149,296 shares; 2026Q1: 143,902 shares; 2026Q2: 414,318 shares 414,318 $57.6M 0.17% +270,416 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,507 shares; 2024Q4: 205,284 shares; 2025Q1: 200,395 shares; 2025Q2: 189,130 shares; 2025Q3: 187,917 shares; 2025Q4: 184,974 shares; 2026Q1: 181,049 shares; 2026Q2: 190,233 shares 190,233 $57.2M 0.17% +9,184 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534,459 shares; 2024Q4: 526,682 shares; 2025Q1: 508,108 shares; 2025Q2: 495,900 shares; 2025Q3: 499,540 shares; 2025Q4: 554,455 shares; 2026Q1: 516,567 shares; 2026Q2: 539,407 shares 539,407 $56.1M 0.16% +22,840 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,152 shares; 2024Q4: 106,981 shares; 2025Q1: 112,711 shares; 2025Q2: 94,613 shares; 2025Q3: 257,292 shares; 2025Q4: 243,680 shares; 2026Q1: 345,197 shares; 2026Q2: 339,693 shares 339,693 $55.8M 0.16% -5,504 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,138 shares; 2024Q4: 212,841 shares; 2025Q1: 167,919 shares; 2025Q2: 173,397 shares; 2025Q3: 168,310 shares; 2025Q4: 170,943 shares; 2026Q1: 175,450 shares; 2026Q2: 381,163 shares 381,163 $55.6M 0.16% +205,713 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,351 shares; 2024Q4: 38,465 shares; 2025Q1: 36,386 shares; 2025Q2: 37,248 shares; 2025Q3: 41,741 shares; 2025Q4: 57,093 shares; 2026Q1: 58,258 shares; 2026Q2: 75,660 shares 75,660 $55.5M 0.16% +17,402 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037,148 shares; 2024Q4: 835,452 shares; 2025Q1: 547,613 shares; 2025Q2: 416,340 shares; 2025Q3: 369,404 shares; 2025Q4: 318,642 shares; 2026Q1: 319,031 shares; 2026Q2: 661,768 shares 661,768 $54.6M 0.16% +342,737 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,187 shares; 2024Q4: 257,145 shares; 2025Q1: 212,969 shares; 2025Q2: 208,962 shares; 2025Q3: 214,153 shares; 2025Q4: 220,646 shares; 2026Q1: 229,427 shares; 2026Q2: 457,892 shares 457,892 $54.2M 0.16% +228,465 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,247 shares; 2024Q4: 46,518 shares; 2025Q1: 6,800 shares; 2025Q2: 6,593 shares; 2025Q3: 251,876 shares; 2025Q4: 209,751 shares; 2026Q1: 175,578 shares; 2026Q2: 357,846 shares 357,846 $53.8M 0.16% +182,268 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,685 shares; 2024Q4: 61,081 shares; 2025Q1: 44,864 shares; 2025Q2: 47,711 shares; 2025Q3: 46,092 shares; 2025Q4: 45,470 shares; 2026Q1: 48,964 shares; 2026Q2: 49,781 shares 49,781 $52.8M 0.15% +817 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,124 shares; 2024Q4: 744,024 shares; 2025Q1: 737,053 shares; 2025Q2: 724,647 shares; 2025Q3: 717,063 shares; 2025Q4: 698,653 shares; 2026Q1: 692,148 shares; 2026Q2: 1,638,568 shares 1,638,568 $52.6M 0.15% +946,420 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 122,542 shares; 2025Q1: 282,451 shares; 2025Q2: 298,810 shares; 2025Q3: 384,517 shares; 2025Q4: 414,522 shares; 2026Q1: 409,013 shares; 2026Q2: 1,019,305 shares 1,019,305 $51.8M 0.15% +610,292 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,823 shares; 2024Q4: 72,460 shares; 2025Q1: 54,983 shares; 2025Q2: 63,242 shares; 2025Q3: 64,486 shares; 2025Q4: 63,849 shares; 2026Q1: 64,494 shares; 2026Q2: 131,585 shares 131,585 $51.6M 0.15% +67,091 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,829 shares; 2024Q4: 154,482 shares; 2025Q1: 123,426 shares; 2025Q2: 139,180 shares; 2025Q3: 140,408 shares; 2025Q4: 162,612 shares; 2026Q1: 163,461 shares; 2026Q2: 205,994 shares 205,994 $51.5M 0.15% +42,533 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577,397 shares; 2024Q4: 587,191 shares; 2025Q1: 519,317 shares; 2025Q2: 526,512 shares; 2025Q3: 534,170 shares; 2025Q4: 570,199 shares; 2026Q1: 597,051 shares; 2026Q2: 622,711 shares 622,711 $51M 0.15% +25,660 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,782 shares; 2024Q4: 261,736 shares; 2025Q1: 244,515 shares; 2025Q2: 229,502 shares; 2025Q3: 223,163 shares; 2025Q4: 211,372 shares; 2026Q1: 202,865 shares; 2026Q2: 394,894 shares 394,894 $49.7M 0.15% +192,029 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,531 shares; 2024Q4: 14,373 shares; 2025Q1: 15,315 shares; 2025Q2: 16,945 shares; 2025Q3: 18,131 shares; 2025Q4: 19,820 shares; 2026Q1: 25,142 shares; 2026Q2: 62,135 shares 62,135 $49.5M 0.15% +36,993 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742,283 shares; 2024Q4: 716,803 shares; 2025Q1: 662,858 shares; 2025Q2: 631,767 shares; 2025Q3: 613,381 shares; 2025Q4: 597,285 shares; 2026Q1: 587,789 shares; 2026Q2: 1,138,628 shares 1,138,628 $49.5M 0.15% +550,839 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687,915 shares; 2024Q4: 679,361 shares; 2025Q1: 682,842 shares; 2025Q2: 676,178 shares; 2025Q3: 666,118 shares; 2025Q4: 842,852 shares; 2026Q1: 809,746 shares; 2026Q2: 1,328,450 shares 1,328,450 $49M 0.14% +518,704 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549,423 shares; 2024Q4: 598,664 shares; 2025Q1: 719,657 shares; 2025Q2: 748,119 shares; 2025Q3: 766,791 shares; 2025Q4: 767,477 shares; 2026Q1: 830,312 shares; 2026Q2: 968,201 shares 968,201 $48.9M 0.14% +137,889 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,531 shares; 2024Q4: 170,231 shares; 2025Q1: 159,820 shares; 2025Q2: 157,026 shares; 2025Q3: 159,372 shares; 2025Q4: 158,356 shares; 2026Q1: 158,587 shares; 2026Q2: 316,144 shares 316,144 $48.7M 0.14% +157,557 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,204 shares; 2024Q4: 123,002 shares; 2025Q1: 80,281 shares; 2025Q2: 85,042 shares; 2025Q3: 95,880 shares; 2025Q4: 99,469 shares; 2026Q1: 114,760 shares; 2026Q2: 243,023 shares 243,023 $47M 0.14% +128,263 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,085 shares; 2024Q4: 42,484 shares; 2025Q1: 41,301 shares; 2025Q2: 42,868 shares; 2025Q3: 49,724 shares; 2025Q4: 71,707 shares; 2026Q1: 89,308 shares; 2026Q2: 486,552 shares 486,552 $46.9M 0.14% +397,244 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,555 shares; 2024Q4: 38,928 shares; 2025Q1: 36,752 shares; 2025Q2: 36,601 shares; 2025Q3: 37,488 shares; 2025Q4: 38,708 shares; 2026Q1: 39,431 shares; 2026Q2: 480,134 shares 480,134 $46.9M 0.14% +440,703 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,204 shares; 2024Q4: 40,572 shares; 2025Q1: 37,975 shares; 2025Q2: 39,257 shares; 2025Q3: 47,533 shares; 2025Q4: 44,721 shares; 2026Q1: 54,167 shares; 2026Q2: 120,631 shares 120,631 $46.6M 0.14% +66,464 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,276 shares; 2024Q4: 179,758 shares; 2025Q1: 102,365 shares; 2025Q2: 89,462 shares; 2025Q3: 82,870 shares; 2025Q4: 73,458 shares; 2026Q1: 164,009 shares; 2026Q2: 1,058,000 shares 1,058,000 $43.9M 0.13% +893,991 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,333 shares; 2024Q4: 44,038 shares; 2025Q1: 35,851 shares; 2025Q2: 38,680 shares; 2025Q3: 40,781 shares; 2025Q4: 40,543 shares; 2026Q1: 43,613 shares; 2026Q2: 128,235 shares 128,235 $43.6M 0.13% +84,622 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,500 shares; 2024Q4: 239,806 shares; 2025Q1: 235,708 shares; 2025Q2: 252,113 shares; 2025Q3: 264,066 shares; 2025Q4: 278,727 shares; 2026Q1: 274,395 shares; 2026Q2: 312,309 shares 312,309 $43.4M 0.13% +37,914 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,248 shares; 2024Q4: 228,380 shares; 2025Q1: 210,191 shares; 2025Q2: 214,930 shares; 2025Q3: 210,558 shares; 2025Q4: 218,592 shares; 2026Q1: 218,993 shares; 2026Q2: 447,836 shares 447,836 $43M 0.13% +228,843 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,599 shares; 2024Q4: 461,167 shares; 2025Q1: 456,059 shares; 2025Q2: 454,283 shares; 2025Q3: 451,554 shares; 2025Q4: 452,471 shares; 2026Q1: 442,127 shares; 2026Q2: 553,675 shares 553,675 $42.7M 0.13% +111,548 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,072 shares; 2024Q4: 208,615 shares; 2025Q1: 189,722 shares; 2025Q2: 193,747 shares; 2025Q3: 235,529 shares; 2025Q4: 231,930 shares; 2026Q1: 236,107 shares; 2026Q2: 425,341 shares 425,341 $41.7M 0.12% +189,234 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,385 shares; 2024Q4: 49,406 shares; 2025Q1: 43,695 shares; 2025Q2: 48,280 shares; 2025Q3: 53,449 shares; 2025Q4: 51,464 shares; 2026Q1: 128,629 shares; 2026Q2: 421,576 shares 421,576 $41.6M 0.12% +292,947 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915,589 shares; 2025Q3: 902,641 shares; 2025Q4: 310,439 shares; 2026Q1: 685,196 shares; 2026Q2: 1,150,988 shares 1,150,988 $40.8M 0.12% +465,792 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,758 shares; 2025Q2: not reported; 2025Q3: 2,738,144 shares; 2025Q4: 2,183,371 shares; 2026Q1: 1,764,025 shares; 2026Q2: 874,275 shares 874,275 $40.7M 0.12% -889,750 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,743 shares; 2024Q4: 65,509 shares; 2025Q1: 60,703 shares; 2025Q2: 79,095 shares; 2025Q3: 136,528 shares; 2025Q4: 116,058 shares; 2026Q1: 232,657 shares; 2026Q2: 1,009,811 shares 1,009,811 $40.2M 0.12% +777,154 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,962 shares; 2024Q4: 54,702 shares; 2025Q1: 53,307 shares; 2025Q2: 48,992 shares; 2025Q3: 50,748 shares; 2025Q4: 48,945 shares; 2026Q1: 49,486 shares; 2026Q2: 294,234 shares 294,234 $39.5M 0.12% +244,748 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,410 shares; 2024Q4: 118,411 shares; 2025Q1: 322,999 shares; 2025Q2: 463,446 shares; 2025Q3: 453,304 shares; 2025Q4: 457,992 shares; 2026Q1: 845,884 shares; 2026Q2: 1,688,291 shares 1,688,291 $39.1M 0.11% +842,407 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,555 shares; 2024Q4: 16,697 shares; 2025Q1: 12,069 shares; 2025Q2: 20,087 shares; 2025Q3: 23,522 shares; 2025Q4: 24,883 shares; 2026Q1: 27,329 shares; 2026Q2: 93,176 shares 93,176 $38.4M 0.11% +65,847 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 569,157 shares 569,157 $37.9M 0.11% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170,853 shares; 2024Q4: 916,608 shares; 2025Q1: 615,686 shares; 2025Q2: 459,558 shares; 2025Q3: 385,751 shares; 2025Q4: 315,096 shares; 2026Q1: 301,052 shares; 2026Q2: 595,107 shares 595,107 $37.7M 0.11% +294,055 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,607 shares; 2024Q4: 116,282 shares; 2025Q1: 106,572 shares; 2025Q2: 97,637 shares; 2025Q3: 95,168 shares; 2025Q4: 250,648 shares; 2026Q1: 161,136 shares; 2026Q2: 308,501 shares 308,501 $37.6M 0.11% +147,365 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,568 shares; 2024Q4: 20,756 shares; 2025Q1: 17,674 shares; 2025Q2: 19,301 shares; 2025Q3: 18,331 shares; 2025Q4: 19,334 shares; 2026Q1: 20,338 shares; 2026Q2: 69,924 shares 69,924 $37.4M 0.11% +49,586 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,638 shares; 2024Q4: 201,676 shares; 2025Q1: 182,930 shares; 2025Q2: 188,720 shares; 2025Q3: 185,283 shares; 2025Q4: 186,925 shares; 2026Q1: 209,486 shares; 2026Q2: 312,293 shares 312,293 $37.2M 0.11% +102,807 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,902 shares; 2025Q3: 391,204 shares; 2025Q4: 723,257 shares; 2026Q1: 1,005,270 shares; 2026Q2: 1,216,249 shares 1,216,249 $36.8M 0.11% +210,979 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,630 shares; 2024Q4: 30,676 shares; 2025Q1: 33,535 shares; 2025Q2: 33,524 shares; 2025Q3: 34,993 shares; 2025Q4: 38,622 shares; 2026Q1: 46,470 shares; 2026Q2: 64,628 shares 64,628 $36.3M 0.11% +18,158 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,325 shares; 2024Q4: 123,035 shares; 2025Q1: 124,157 shares; 2025Q2: 151,857 shares; 2025Q3: 150,164 shares; 2025Q4: 128,483 shares; 2026Q1: 167,200 shares; 2026Q2: 258,414 shares 258,414 $35.9M 0.11% +91,214 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,940 shares; 2024Q4: 31,238 shares; 2025Q1: 22,683 shares; 2025Q2: 22,741 shares; 2025Q3: 26,306 shares; 2025Q4: 25,801 shares; 2026Q1: 25,205 shares; 2026Q2: 92,514 shares 92,514 $35.8M 0.11% +67,309 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,642 shares; 2024Q4: 136,661 shares; 2025Q1: 135,019 shares; 2025Q2: 134,410 shares; 2025Q3: 135,128 shares; 2025Q4: 138,634 shares; 2026Q1: 138,562 shares; 2026Q2: 147,184 shares 147,184 $35.8M 0.11% +8,622 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,644 shares; 2024Q4: 397,986 shares; 2025Q1: 416,087 shares; 2025Q2: 402,145 shares; 2025Q3: 390,953 shares; 2025Q4: 384,446 shares; 2026Q1: 370,454 shares; 2026Q2: 370,451 shares 370,451 $35.7M 0.1% -3 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,156 shares; 2024Q4: 323,931 shares; 2025Q1: 265,494 shares; 2025Q2: 237,123 shares; 2025Q3: 249,762 shares; 2025Q4: 235,713 shares; 2026Q1: 220,178 shares; 2026Q2: 238,972 shares 238,972 $35.5M 0.1% +18,794 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,997 shares; 2024Q4: 153,315 shares; 2025Q1: 94,507 shares; 2025Q2: 401,724 shares; 2025Q3: 396,939 shares; 2025Q4: 290,287 shares; 2026Q1: 362,427 shares; 2026Q2: 361,898 shares 361,898 $34.5M 0.1% -529 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,802 shares; 2024Q4: 19,280 shares; 2025Q1: 17,879 shares; 2025Q2: 18,086 shares; 2025Q3: 18,249 shares; 2025Q4: 36,387 shares; 2026Q1: 38,768 shares; 2026Q2: 194,464 shares 194,464 $34.5M 0.1% +155,696 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175,345 shares; 2024Q4: 2,075,112 shares; 2025Q1: 1,769,143 shares; 2025Q2: 2,123,432 shares; 2025Q3: 1,868,690 shares; 2025Q4: 1,213,980 shares; 2026Q1: 1,301,248 shares; 2026Q2: 980,075 shares 980,075 $34.3M 0.1% -321,173 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,483 shares; 2024Q4: 84,955 shares; 2025Q1: 79,964 shares; 2025Q2: 81,302 shares; 2025Q3: 80,843 shares; 2025Q4: 81,061 shares; 2026Q1: 88,483 shares; 2026Q2: 233,843 shares 233,843 $33.6M 0.1% +145,360 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,461 shares; 2024Q4: 96,871 shares; 2025Q1: 97,311 shares; 2025Q2: 116,794 shares; 2025Q3: 115,859 shares; 2025Q4: 129,592 shares; 2026Q1: 146,517 shares; 2026Q2: 1,013,858 shares 1,013,858 $33.6M 0.1% +867,341 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,851 shares; 2024Q4: 23,951 shares; 2025Q1: 25,838 shares; 2025Q2: 23,468 shares; 2025Q3: 82,866 shares; 2025Q4: 80,793 shares; 2026Q1: 73,276 shares; 2026Q2: 673,652 shares 673,652 $33.5M 0.1% +600,376 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495,194 shares; 2024Q4: 678,444 shares; 2025Q1: 769,679 shares; 2025Q2: 539,377 shares; 2025Q3: 539,098 shares; 2025Q4: 467,402 shares; 2026Q1: 467,983 shares; 2026Q2: 785,695 shares 785,695 $33.4M 0.1% +317,712 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,518 shares; 2024Q4: 16,382 shares; 2025Q1: 6,881 shares; 2025Q2: 7,637 shares; 2025Q3: 7,970 shares; 2025Q4: 8,158 shares; 2026Q1: 11,497 shares; 2026Q2: 75,147 shares 75,147 $33.2M 0.1% +63,650 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,043 shares; 2024Q4: 23,940 shares; 2025Q1: 22,055 shares; 2025Q2: 23,331 shares; 2025Q3: 23,773 shares; 2025Q4: 27,229 shares; 2026Q1: 29,323 shares; 2026Q2: 203,652 shares 203,652 $32.9M 0.1% +174,329 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788,091 shares; 2024Q4: 624,013 shares; 2025Q1: 425,739 shares; 2025Q2: 319,561 shares; 2025Q3: 276,831 shares; 2025Q4: 224,056 shares; 2026Q1: 307,346 shares; 2026Q2: 605,173 shares 605,173 $32M 0.09% +297,827 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,459 shares; 2024Q4: 67,255 shares; 2025Q1: 67,263 shares; 2025Q2: 68,030 shares; 2025Q3: 69,189 shares; 2025Q4: 68,299 shares; 2026Q1: 74,289 shares; 2026Q2: 74,224 shares 74,224 $31.6M 0.09% -65 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261,967 shares; 2024Q4: 1,012,187 shares; 2025Q1: 698,957 shares; 2025Q2: 599,450 shares; 2025Q3: 553,868 shares; 2025Q4: 958,787 shares; 2026Q1: 712,926 shares; 2026Q2: 1,194,369 shares 1,194,369 $31.5M 0.09% +481,443 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,816 shares; 2024Q4: 213,085 shares; 2025Q1: 182,184 shares; 2025Q2: 193,959 shares; 2025Q3: 242,604 shares; 2025Q4: 189,191 shares; 2026Q1: 212,798 shares; 2026Q2: 372,190 shares 372,190 $31.2M 0.09% +159,392 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,864 shares; 2024Q4: 50,104 shares; 2025Q1: 46,738 shares; 2025Q2: 49,073 shares; 2025Q3: 49,897 shares; 2025Q4: 48,843 shares; 2026Q1: 56,758 shares; 2026Q2: 106,672 shares 106,672 $30.9M 0.09% +49,914 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,278 shares; 2024Q4: 271,843 shares; 2025Q1: 269,831 shares; 2025Q2: 266,442 shares; 2025Q3: 262,953 shares; 2025Q4: 261,714 shares; 2026Q1: 259,131 shares; 2026Q2: 260,429 shares 260,429 $30.6M 0.09% +1,298 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,199 shares; 2024Q4: 87,544 shares; 2025Q1: 84,945 shares; 2025Q2: 86,265 shares; 2025Q3: 85,416 shares; 2025Q4: 83,433 shares; 2026Q1: 91,374 shares; 2026Q2: 129,353 shares 129,353 $29.7M 0.09% +37,979 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,428 shares; 2024Q4: 25,217 shares; 2025Q1: 20,316 shares; 2025Q2: 20,339 shares; 2025Q3: 20,502 shares; 2025Q4: 22,021 shares; 2026Q1: 21,907 shares; 2026Q2: 44,623 shares 44,623 $29.5M 0.09% +22,716 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,738 shares; 2026Q1: 119,120 shares; 2026Q2: 265,300 shares 265,300 $29.4M 0.09% +146,180 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,196 shares; 2024Q4: 442,787 shares; 2025Q1: 457,502 shares; 2025Q2: 700,797 shares; 2025Q3: 963,646 shares; 2025Q4: 965,864 shares; 2026Q1: 955,805 shares; 2026Q2: 953,743 shares 953,743 $29.2M 0.09% -2,062 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018,021 shares; 2025Q4: 797,244 shares; 2026Q1: 639,155 shares; 2026Q2: 376,206 shares 376,206 $29.1M 0.09% -262,949 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,284 shares; 2024Q4: 603,311 shares; 2025Q1: 573,540 shares; 2025Q2: 545,887 shares; 2025Q3: 526,637 shares; 2025Q4: 501,778 shares; 2026Q1: 469,982 shares; 2026Q2: 1,092,235 shares 1,092,235 $28.9M 0.08% +622,253 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,303 shares; 2024Q4: 10,386 shares; 2025Q1: 9,932 shares; 2025Q2: 12,359 shares; 2025Q3: 12,410 shares; 2025Q4: 11,983 shares; 2026Q1: 12,308 shares; 2026Q2: 103,295 shares 103,295 $28.5M 0.08% +90,987 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,735 shares; 2024Q4: 48,888 shares; 2025Q1: 46,123 shares; 2025Q2: 47,890 shares; 2025Q3: 50,927 shares; 2025Q4: 49,701 shares; 2026Q1: 55,935 shares; 2026Q2: 124,162 shares 124,162 $28.4M 0.08% +68,227 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,084 shares; 2024Q4: 95,245 shares; 2025Q1: 66,121 shares; 2025Q2: 67,514 shares; 2025Q3: 79,401 shares; 2025Q4: 84,455 shares; 2026Q1: 94,183 shares; 2026Q2: 161,432 shares 161,432 $28.3M 0.08% +67,249 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,451 shares; 2024Q4: 75,844 shares; 2025Q1: 69,200 shares; 2025Q2: 354,656 shares; 2025Q3: 345,581 shares; 2025Q4: 219,550 shares; 2026Q1: 330,421 shares; 2026Q2: 656,349 shares 656,349 $28.2M 0.08% +325,928 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,516 shares; 2024Q4: 161,179 shares; 2025Q1: 155,204 shares; 2025Q2: 154,886 shares; 2025Q3: 154,092 shares; 2025Q4: 154,912 shares; 2026Q1: 154,718 shares; 2026Q2: 154,494 shares 154,494 $28.2M 0.08% -224 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,391 shares; 2024Q4: 15,146 shares; 2025Q1: 67,828 shares; 2025Q2: 114,269 shares; 2025Q3: 184,968 shares; 2025Q4: 304,662 shares; 2026Q1: 398,007 shares; 2026Q2: 279,858 shares 279,858 $28.1M 0.08% -118,149 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,956 shares; 2024Q4: 21,866 shares; 2025Q1: 19,795 shares; 2025Q2: 19,078 shares; 2025Q3: 27,097 shares; 2025Q4: 26,887 shares; 2026Q1: 26,143 shares; 2026Q2: 75,328 shares 75,328 $27.6M 0.08% +49,185 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,158 shares; 2024Q4: 153,509 shares; 2025Q1: 78,429 shares; 2025Q2: 82,241 shares; 2025Q3: 83,488 shares; 2025Q4: 88,272 shares; 2026Q1: 106,935 shares; 2026Q2: 220,270 shares 220,270 $27.5M 0.08% +113,335 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,480 shares; 2024Q4: 202,734 shares; 2025Q1: 197,215 shares; 2025Q2: 187,418 shares; 2025Q3: 182,135 shares; 2025Q4: 169,584 shares; 2026Q1: 228,353 shares; 2026Q2: 466,816 shares 466,816 $27.5M 0.08% +238,463 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,304 shares; 2024Q4: 26,609 shares; 2025Q1: 29,037 shares; 2025Q2: 28,992 shares; 2025Q3: 30,219 shares; 2025Q4: 30,382 shares; 2026Q1: 77,360 shares; 2026Q2: 271,584 shares 271,584 $27.5M 0.08% +194,224 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,234 shares; 2024Q4: 85,487 shares; 2025Q1: 77,033 shares; 2025Q2: 77,221 shares; 2025Q3: 79,454 shares; 2025Q4: 81,450 shares; 2026Q1: 86,346 shares; 2026Q2: 185,040 shares 185,040 $27.2M 0.08% +98,694 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,647 shares; 2024Q4: 306,896 shares; 2025Q1: 210,837 shares; 2025Q2: 201,860 shares; 2025Q3: 304,075 shares; 2025Q4: 298,827 shares; 2026Q1: 266,101 shares; 2026Q2: 732,553 shares 732,553 $26.4M 0.08% +466,452 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,586 shares; 2024Q4: 47,065 shares; 2025Q1: 46,899 shares; 2025Q2: 59,722 shares; 2025Q3: 60,124 shares; 2025Q4: 48,079 shares; 2026Q1: 61,120 shares; 2026Q2: 63,758 shares 63,758 $26.1M 0.08% +2,638 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,808 shares; 2024Q4: 7,825 shares; 2025Q1: 6,749 shares; 2025Q2: 6,563 shares; 2025Q3: 7,072 shares; 2025Q4: 7,956 shares; 2026Q1: 8,538 shares; 2026Q2: 47,809 shares 47,809 $25.9M 0.08% +39,271 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,789 shares; 2024Q4: 152,096 shares; 2025Q1: 149,450 shares; 2025Q2: 145,022 shares; 2025Q3: 138,802 shares; 2025Q4: 137,274 shares; 2026Q1: 214,339 shares; 2026Q2: 515,162 shares 515,162 $25.7M 0.08% +300,823 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,077 shares; 2024Q4: 86,896 shares; 2025Q1: 85,552 shares; 2025Q2: 84,435 shares; 2025Q3: 84,710 shares; 2025Q4: 80,533 shares; 2026Q1: 86,766 shares; 2026Q2: 171,541 shares 171,541 $25.6M 0.08% +84,775 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,351 shares; 2024Q4: 37,579 shares; 2025Q1: 38,429 shares; 2025Q2: 41,262 shares; 2025Q3: 47,405 shares; 2025Q4: 72,314 shares; 2026Q1: 457,115 shares; 2026Q2: 549,074 shares 549,074 $25.6M 0.08% +91,959 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,131 shares; 2026Q1: 254,719 shares; 2026Q2: 564,233 shares 564,233 $25.4M 0.07% +309,514 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,614 shares; 2024Q4: 61,968 shares; 2025Q1: 48,492 shares; 2025Q2: 50,107 shares; 2025Q3: 51,578 shares; 2025Q4: 51,764 shares; 2026Q1: 54,595 shares; 2026Q2: 71,574 shares 71,574 $25.2M 0.07% +16,979 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,616 shares; 2024Q4: 41,444 shares; 2025Q1: 28,049 shares; 2025Q2: 26,312 shares; 2025Q3: 26,186 shares; 2025Q4: 26,188 shares; 2026Q1: 28,721 shares; 2026Q2: 91,673 shares 91,673 $24.7M 0.07% +62,952 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,871 shares; 2024Q4: 11,903 shares; 2025Q1: 8,167 shares; 2025Q2: 8,697 shares; 2025Q3: 8,792 shares; 2025Q4: 90,118 shares; 2026Q1: 98,877 shares; 2026Q2: 309,702 shares 309,702 $24.6M 0.07% +210,825 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,608 shares; 2024Q4: 14,009 shares; 2025Q1: 10,888 shares; 2025Q2: 11,545 shares; 2025Q3: 12,615 shares; 2025Q4: 12,075 shares; 2026Q1: 15,393 shares; 2026Q2: 26,045 shares 26,045 $24.5M 0.07% +10,652 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,162 shares; 2024Q4: 20,236 shares; 2025Q1: 18,803 shares; 2025Q2: 19,473 shares; 2025Q3: 19,068 shares; 2025Q4: 19,663 shares; 2026Q1: 25,125 shares; 2026Q2: 35,324 shares 35,324 $24.2M 0.07% +10,199 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,357 shares; 2024Q4: 220,276 shares; 2025Q1: 185,000 shares; 2025Q2: 175,224 shares; 2025Q3: 184,585 shares; 2025Q4: 176,033 shares; 2026Q1: 164,815 shares; 2026Q2: 585,581 shares 585,581 $23.5M 0.07% +420,766 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,371 shares; 2024Q4: 11,382 shares; 2025Q1: 11,405 shares; 2025Q2: 15,119 shares; 2025Q3: 16,304 shares; 2025Q4: 19,982 shares; 2026Q1: 22,246 shares; 2026Q2: 150,968 shares 150,968 $23.2M 0.07% +128,722 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,771 shares; 2024Q4: 141,063 shares; 2025Q1: 130,716 shares; 2025Q2: 130,369 shares; 2025Q3: 126,226 shares; 2025Q4: 120,833 shares; 2026Q1: 116,491 shares; 2026Q2: 118,585 shares 118,585 $22.3M 0.07% +2,094 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,221 shares; 2024Q4: 144,499 shares; 2025Q1: 131,643 shares; 2025Q2: 131,262 shares; 2025Q3: 131,439 shares; 2025Q4: 132,810 shares; 2026Q1: 133,683 shares; 2026Q2: 265,894 shares 265,894 $22.2M 0.07% +132,211 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,872 shares; 2024Q4: 321,127 shares; 2025Q1: 309,344 shares; 2025Q2: 270,772 shares; 2025Q3: 203,703 shares; 2025Q4: 932,951 shares; 2026Q1: 451,828 shares; 2026Q2: 904,197 shares 904,197 $21.9M 0.06% +452,369 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,825 shares; 2024Q4: 258,633 shares; 2025Q1: 229,662 shares; 2025Q2: 212,691 shares; 2025Q3: 197,678 shares; 2025Q4: 182,618 shares; 2026Q1: 173,284 shares; 2026Q2: 340,257 shares 340,257 $21.4M 0.06% +166,973 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,264 shares; 2024Q4: 117,187 shares; 2025Q1: 106,431 shares; 2025Q2: 111,558 shares; 2025Q3: 125,169 shares; 2025Q4: 132,015 shares; 2026Q1: 131,378 shares; 2026Q2: 217,380 shares 217,380 $21.2M 0.06% +86,002 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,616 shares; 2024Q4: 59,533 shares; 2025Q1: 27,994 shares; 2025Q2: 27,927 shares; 2025Q3: 27,795 shares; 2025Q4: 28,324 shares; 2026Q1: 28,897 shares; 2026Q2: 57,618 shares 57,618 $20.1M 0.06% +28,721 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,009 shares; 2025Q4: 98,869 shares; 2026Q1: 92,611 shares; 2026Q2: 818,221 shares 818,221 $20.1M 0.06% +725,610 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 907 shares; 2025Q1: 920 shares; 2025Q2: 1,045 shares; 2025Q3: 1,007 shares; 2025Q4: 1,240 shares; 2026Q1: 1,475 shares; 2026Q2: 11,366 shares 11,366 $19.9M 0.06% +9,891 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,665 shares; 2024Q4: 155,049 shares; 2025Q1: 147,604 shares; 2025Q2: 139,675 shares; 2025Q3: 138,040 shares; 2025Q4: 135,575 shares; 2026Q1: 132,917 shares; 2026Q2: 130,472 shares 130,472 $19.8M 0.06% -2,445 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,830 shares; 2024Q4: 248,195 shares; 2025Q1: 262,765 shares; 2025Q2: 289,896 shares; 2025Q3: 297,968 shares; 2025Q4: 328,940 shares; 2026Q1: 367,909 shares; 2026Q2: 414,082 shares 414,082 $19.6M 0.06% +46,173 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,003 shares; 2025Q2: 118,898 shares; 2025Q3: 183,944 shares; 2025Q4: 238,223 shares; 2026Q1: 282,023 shares; 2026Q2: 385,070 shares 385,070 $19.5M 0.06% +103,047 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,061 shares; 2024Q4: 105,052 shares; 2025Q1: 88,846 shares; 2025Q2: 85,275 shares; 2025Q3: 84,815 shares; 2025Q4: 85,005 shares; 2026Q1: 84,756 shares; 2026Q2: 87,713 shares 87,713 $19.4M 0.06% +2,957 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 260,221 shares; 2025Q1: 293,254 shares; 2025Q2: 415,990 shares; 2025Q3: 408,224 shares; 2025Q4: 395,043 shares; 2026Q1: 397,652 shares; 2026Q2: 392,096 shares 392,096 $19.4M 0.06% -5,556 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,204 shares; 2024Q4: 127,896 shares; 2025Q1: 94,477 shares; 2025Q2: 97,519 shares; 2025Q3: 98,146 shares; 2025Q4: 97,598 shares; 2026Q1: 110,120 shares; 2026Q2: 214,715 shares 214,715 $19.3M 0.06% +104,595 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,110 shares; 2024Q4: 7,583 shares; 2025Q1: not reported; 2025Q2: 12,020 shares; 2025Q3: 9,071 shares; 2025Q4: 12,144 shares; 2026Q1: 12,764 shares; 2026Q2: 419,661 shares 419,661 $19.3M 0.06% +406,897 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,896 shares; 2024Q4: 21,691 shares; 2025Q1: 21,305 shares; 2025Q2: 20,949 shares; 2025Q3: 20,971 shares; 2025Q4: 20,695 shares; 2026Q1: 21,227 shares; 2026Q2: 150,864 shares 150,864 $19.3M 0.06% +129,637 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,996 shares; 2024Q4: 7,592 shares; 2025Q1: 6,036 shares; 2025Q2: 6,184 shares; 2025Q3: 6,531 shares; 2025Q4: 6,260 shares; 2026Q1: 7,764 shares; 2026Q2: 57,029 shares 57,029 $19M 0.06% +49,265 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,692 shares; 2024Q4: 95,767 shares; 2025Q1: 88,403 shares; 2025Q2: 91,959 shares; 2025Q3: 95,782 shares; 2025Q4: 102,766 shares; 2026Q1: 108,446 shares; 2026Q2: 230,611 shares 230,611 $18.8M 0.06% +122,165 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,350 shares; 2024Q4: 87,282 shares; 2025Q1: 72,757 shares; 2025Q2: 62,139 shares; 2025Q3: 73,124 shares; 2025Q4: 71,552 shares; 2026Q1: 80,408 shares; 2026Q2: 175,533 shares 175,533 $18.7M 0.06% +95,125 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,546 shares; 2026Q2: 398,816 shares 398,816 $18.6M 0.05% +391,270 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,268 shares; 2024Q4: 173,785 shares; 2025Q1: 178,321 shares; 2025Q2: 134,170 shares; 2025Q3: 123,569 shares; 2025Q4: 113,113 shares; 2026Q1: 379,636 shares; 2026Q2: 363,347 shares 363,347 $18.4M 0.05% -16,289 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,827 shares; 2025Q2: 40,491 shares; 2025Q3: 94,131 shares; 2025Q4: 106,331 shares; 2026Q1: 100,213 shares; 2026Q2: 181,064 shares 181,064 $18.3M 0.05% +80,851 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,939 shares; 2024Q4: 33,666 shares; 2025Q1: 20,646 shares; 2025Q2: 20,119 shares; 2025Q3: 104,860 shares; 2025Q4: 523,582 shares; 2026Q1: 310,743 shares; 2026Q2: 376,015 shares 376,015 $18.2M 0.05% +65,272 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,719 shares; 2024Q4: 18,403 shares; 2025Q1: 10,237 shares; 2025Q2: 10,651 shares; 2025Q3: 10,563 shares; 2025Q4: 10,510 shares; 2026Q1: 11,043 shares; 2026Q2: 22,045 shares 22,045 $17.9M 0.05% +11,002 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,026 shares; 2024Q4: 49,809 shares; 2025Q1: 46,240 shares; 2025Q2: 42,542 shares; 2025Q3: 38,540 shares; 2025Q4: 36,467 shares; 2026Q1: 36,011 shares; 2026Q2: 401,671 shares 401,671 $17.8M 0.05% +365,660 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,766 shares; 2025Q4: 95,081 shares; 2026Q1: 83,303 shares; 2026Q2: 176,019 shares 176,019 $17.7M 0.05% +92,716 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,184 shares; 2024Q4: 7,837 shares; 2025Q1: 5,993 shares; 2025Q2: 6,770 shares; 2025Q3: 7,611 shares; 2025Q4: 7,753 shares; 2026Q1: 9,569 shares; 2026Q2: 61,201 shares 61,201 $17.5M 0.05% +51,632 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,724 shares; 2024Q4: 23,699 shares; 2025Q1: 20,366 shares; 2025Q2: 22,062 shares; 2025Q3: 22,950 shares; 2025Q4: 22,890 shares; 2026Q1: 22,199 shares; 2026Q2: 87,703 shares 87,703 $17.5M 0.05% +65,504 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208,900 shares 208,900 $17.3M 0.05% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,919 shares; 2024Q4: 381,582 shares; 2025Q1: 221,758 shares; 2025Q2: 230,808 shares; 2025Q3: 233,821 shares; 2025Q4: 243,981 shares; 2026Q1: 269,331 shares; 2026Q2: 297,268 shares 297,268 $17.2M 0.05% +27,937 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,950 shares; 2024Q4: 10,715 shares; 2025Q1: 10,795 shares; 2025Q2: 11,827 shares; 2025Q3: 24,299 shares; 2025Q4: 24,446 shares; 2026Q1: 24,693 shares; 2026Q2: 52,882 shares 52,882 $17.1M 0.05% +28,189 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,211 shares; 2024Q4: 17,014 shares; 2025Q1: 6,181 shares; 2025Q2: 6,882 shares; 2025Q3: 6,681 shares; 2025Q4: 6,911 shares; 2026Q1: 7,390 shares; 2026Q2: 58,601 shares 58,601 $16.9M 0.05% +51,211 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,447 shares; 2024Q4: 51,022 shares; 2025Q1: 50,484 shares; 2025Q2: 48,230 shares; 2025Q3: 48,128 shares; 2025Q4: 46,270 shares; 2026Q1: 45,899 shares; 2026Q2: 91,791 shares 91,791 $16.6M 0.05% +45,892 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,079 shares; 2024Q4: 108,645 shares; 2025Q1: 109,785 shares; 2025Q2: 117,580 shares; 2025Q3: 130,366 shares; 2025Q4: 213,131 shares; 2026Q1: 177,453 shares; 2026Q2: 542,991 shares 542,991 $16.5M 0.05% +365,538 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,632 shares; 2024Q4: 37,404 shares; 2025Q1: 31,071 shares; 2025Q2: 35,487 shares; 2025Q3: 36,969 shares; 2025Q4: 36,740 shares; 2026Q1: 44,108 shares; 2026Q2: 87,237 shares 87,237 $16.4M 0.05% +43,129 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,093 shares; 2024Q4: 165,657 shares; 2025Q1: 156,518 shares; 2025Q2: 152,783 shares; 2025Q3: 242,941 shares; 2025Q4: 238,720 shares; 2026Q1: 234,834 shares; 2026Q2: 473,499 shares 473,499 $16.4M 0.05% +238,665 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,606 shares; 2024Q4: 114,727 shares; 2025Q1: 103,861 shares; 2025Q2: 92,147 shares; 2025Q3: 149,460 shares; 2025Q4: 147,964 shares; 2026Q1: 147,252 shares; 2026Q2: 148,121 shares 148,121 $16.3M 0.05% +869 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 146,951 shares; 2025Q1: 144,073 shares; 2025Q2: 144,105 shares; 2025Q3: 141,593 shares; 2025Q4: 133,008 shares; 2026Q1: 124,762 shares; 2026Q2: 323,280 shares 323,280 $16.3M 0.05% +198,518 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,684 shares; 2024Q4: 9,067 shares; 2025Q1: 8,402 shares; 2025Q2: 9,756 shares; 2025Q3: 9,279 shares; 2025Q4: 8,268 shares; 2026Q1: 9,385 shares; 2026Q2: 110,304 shares 110,304 $16.2M 0.05% +100,919 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,978 shares; 2024Q4: 40,029 shares; 2025Q1: 39,431 shares; 2025Q2: 38,147 shares; 2025Q3: 38,097 shares; 2025Q4: 37,490 shares; 2026Q1: 38,145 shares; 2026Q2: 76,729 shares 76,729 $16.2M 0.05% +38,584 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,341 shares; 2025Q1: 3,493 shares; 2025Q2: 3,739 shares; 2025Q3: 3,933 shares; 2025Q4: 3,976 shares; 2026Q1: 4,017 shares; 2026Q2: 14,547 shares 14,547 $15.8M 0.05% +10,530 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,701 shares; 2024Q4: 4,606 shares; 2025Q1: 4,480 shares; 2025Q2: 4,860 shares; 2025Q3: 4,682 shares; 2025Q4: 4,459 shares; 2026Q1: 5,046 shares; 2026Q2: 38,588 shares 38,588 $15.7M 0.05% +33,542 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,025 shares; 2024Q4: 29,808 shares; 2025Q1: 27,114 shares; 2025Q2: 25,889 shares; 2025Q3: 26,675 shares; 2025Q4: 26,915 shares; 2026Q1: 26,443 shares; 2026Q2: 341,168 shares 341,168 $15.7M 0.05% +314,725 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 891,825 shares; 2025Q1: 956,012 shares; 2025Q2: 834,133 shares; 2025Q3: 828,800 shares; 2025Q4: 797,055 shares; 2026Q1: 739,616 shares; 2026Q2: 684,975 shares 684,975 $15.6M 0.05% -54,641 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,337 shares; 2025Q4: 135,030 shares; 2026Q1: 217,805 shares; 2026Q2: 285,337 shares 285,337 $15.5M 0.05% +67,532 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,038 shares; 2024Q4: 56,333 shares; 2025Q1: 35,364 shares; 2025Q2: 38,472 shares; 2025Q3: 40,720 shares; 2025Q4: 40,687 shares; 2026Q1: 48,055 shares; 2026Q2: 55,790 shares 55,790 $15.3M 0.04% +7,735 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,347 shares; 2024Q4: 5,119 shares; 2025Q1: 4,079 shares; 2025Q2: 5,687 shares; 2025Q3: 98,543 shares; 2025Q4: 102,117 shares; 2026Q1: 106,602 shares; 2026Q2: 198,645 shares 198,645 $15.3M 0.04% +92,043 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,434 shares; 2024Q4: 78,297 shares; 2025Q1: 37,800 shares; 2025Q2: 36,432 shares; 2025Q3: 34,767 shares; 2025Q4: 33,305 shares; 2026Q1: 33,710 shares; 2026Q2: 66,806 shares 66,806 $15.1M 0.04% +33,096 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,368 shares; 2024Q4: 28,169 shares; 2025Q1: 21,035 shares; 2025Q2: 21,883 shares; 2025Q3: 21,726 shares; 2025Q4: 24,049 shares; 2026Q1: 25,466 shares; 2026Q2: 40,234 shares 40,234 $15M 0.04% +14,768 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,150 shares; 2024Q4: 411,317 shares; 2025Q1: 429,327 shares; 2025Q2: 445,745 shares; 2025Q3: 524,440 shares; 2025Q4: 542,668 shares; 2026Q1: 575,654 shares; 2026Q2: 597,293 shares 597,293 $14.9M 0.04% +21,639 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,481 shares; 2024Q4: 232,918 shares; 2025Q1: 107,112 shares; 2025Q2: 94,860 shares; 2025Q3: 93,024 shares; 2025Q4: 90,595 shares; 2026Q1: 97,644 shares; 2026Q2: 111,810 shares 111,810 $14.9M 0.04% +14,166 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,541 shares; 2024Q4: 5,406 shares; 2025Q1: 5,299 shares; 2025Q2: 5,701 shares; 2025Q3: 5,562 shares; 2025Q4: 5,343 shares; 2026Q1: 5,402 shares; 2026Q2: 35,666 shares 35,666 $14.8M 0.04% +30,264 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864,754 shares; 2025Q4: 694,290 shares; 2026Q1: 553,967 shares; 2026Q2: 274,405 shares 274,405 $14.7M 0.04% -279,562 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,665 shares; 2024Q4: 47,813 shares; 2025Q1: 27,446 shares; 2025Q2: 35,700 shares; 2025Q3: 35,412 shares; 2025Q4: 32,003 shares; 2026Q1: 39,510 shares; 2026Q2: 84,074 shares 84,074 $14.6M 0.04% +44,564 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,540 shares; 2024Q4: 45,911 shares; 2025Q1: 26,824 shares; 2025Q2: 27,435 shares; 2025Q3: 27,978 shares; 2025Q4: 28,227 shares; 2026Q1: 29,535 shares; 2026Q2: 58,461 shares 58,461 $14.6M 0.04% +28,926 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,983 shares; 2024Q4: 32,282 shares; 2025Q1: 19,615 shares; 2025Q2: 23,257 shares; 2025Q3: 27,080 shares; 2025Q4: 26,253 shares; 2026Q1: 38,108 shares; 2026Q2: 93,830 shares 93,830 $14.6M 0.04% +55,722 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,408 shares; 2024Q4: 68,787 shares; 2025Q1: 68,152 shares; 2025Q2: 65,964 shares; 2025Q3: 70,233 shares; 2025Q4: 70,316 shares; 2026Q1: 72,873 shares; 2026Q2: 145,460 shares 145,460 $14.5M 0.04% +72,587 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,436 shares; 2024Q4: 361,490 shares; 2025Q1: 347,964 shares; 2025Q2: 324,227 shares; 2025Q3: 308,672 shares; 2025Q4: 289,556 shares; 2026Q1: 290,695 shares; 2026Q2: 568,363 shares 568,363 $14.5M 0.04% +277,668 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,029 shares; 2024Q4: 179,800 shares; 2025Q1: 26,867 shares; 2025Q2: 28,555 shares; 2025Q3: 19,782 shares; 2025Q4: 18,304 shares; 2026Q1: 21,456 shares; 2026Q2: 64,267 shares 64,267 $14.5M 0.04% +42,811 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: 3,710 shares; 2025Q1: 5,373 shares; 2025Q2: 5,330 shares; 2025Q3: 5,272 shares; 2025Q4: 4,864 shares; 2026Q1: 5,656 shares; 2026Q2: 15,105 shares 15,105 $14.4M 0.04% +9,449 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,790 shares; 2025Q1: 19,574 shares; 2025Q2: 25,660 shares; 2025Q3: 26,068 shares; 2025Q4: 26,009 shares; 2026Q1: 25,696 shares; 2026Q2: 33,969 shares 33,969 $14.3M 0.04% +8,273 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,720 shares; 2024Q4: 25,047 shares; 2025Q1: 23,588 shares; 2025Q2: 23,089 shares; 2025Q3: 22,951 shares; 2025Q4: 22,250 shares; 2026Q1: 21,097 shares; 2026Q2: 44,773 shares 44,773 $14.2M 0.04% +23,676 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,486 shares; 2024Q4: 11,953 shares; 2025Q1: 1,680 shares; 2025Q2: 2,029 shares; 2025Q3: 2,668 shares; 2025Q4: 3,283 shares; 2026Q1: 3,609 shares; 2026Q2: 61,498 shares 61,498 $14.1M 0.04% +57,889 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,235 shares; 2024Q4: 80,903 shares; 2025Q1: 81,458 shares; 2025Q2: 76,705 shares; 2025Q3: 74,452 shares; 2025Q4: 94,938 shares; 2026Q1: 270,790 shares; 2026Q2: 309,218 shares 309,218 $14M 0.04% +38,428 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479,178 shares; 2025Q4: 374,936 shares; 2026Q1: 310,261 shares; 2026Q2: 186,795 shares 186,795 $13.7M 0.04% -123,466 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,196 shares; 2024Q4: 4,582 shares; 2025Q1: 5,047 shares; 2025Q2: 6,062 shares; 2025Q3: 5,928 shares; 2025Q4: 6,043 shares; 2026Q1: 8,005 shares; 2026Q2: 78,936 shares 78,936 $13.5M 0.04% +70,931 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,451 shares; 2024Q4: 78,250 shares; 2025Q1: 75,864 shares; 2025Q2: 76,109 shares; 2025Q3: 77,533 shares; 2025Q4: 81,224 shares; 2026Q1: 80,966 shares; 2026Q2: 81,731 shares 81,731 $13.5M 0.04% +765 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,399 shares; 2024Q4: 15,327 shares; 2025Q1: 13,322 shares; 2025Q2: 14,129 shares; 2025Q3: 15,035 shares; 2025Q4: 14,101 shares; 2026Q1: 19,176 shares; 2026Q2: 72,361 shares 72,361 $13.4M 0.04% +53,185 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,120 shares; 2024Q4: 84,870 shares; 2025Q1: 80,105 shares; 2025Q2: 79,307 shares; 2025Q3: 82,446 shares; 2025Q4: 80,522 shares; 2026Q1: 78,394 shares; 2026Q2: 157,428 shares 157,428 $13.4M 0.04% +79,034 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,163 shares; 2024Q4: 60,494 shares; 2025Q1: 5,536 shares; 2025Q2: 5,445 shares; 2025Q3: 5,908 shares; 2025Q4: 5,539 shares; 2026Q1: 6,376 shares; 2026Q2: 154,504 shares 154,504 $13M 0.04% +148,128 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,991 shares; 2024Q4: 120,274 shares; 2025Q1: 123,417 shares; 2025Q2: 126,792 shares; 2025Q3: 124,129 shares; 2025Q4: 137,352 shares; 2026Q1: 214,628 shares; 2026Q2: 262,183 shares 262,183 $12.8M 0.04% +47,555 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,514 shares; 2024Q4: 39,316 shares; 2025Q1: 20,059 shares; 2025Q2: 22,272 shares; 2025Q3: 22,871 shares; 2025Q4: 26,498 shares; 2026Q1: 31,799 shares; 2026Q2: 34,113 shares 34,113 $12.8M 0.04% +2,314 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 2,305 shares; 2025Q1: 1,964 shares; 2025Q2: 2,082 shares; 2025Q3: 2,118 shares; 2025Q4: 2,224 shares; 2026Q1: 2,410 shares; 2026Q2: 54,155 shares 54,155 $12.7M 0.04% +51,745 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,341 shares; 2024Q4: 19,168 shares; 2025Q1: 16,475 shares; 2025Q2: 17,658 shares; 2025Q3: 18,537 shares; 2025Q4: 18,854 shares; 2026Q1: 21,947 shares; 2026Q2: 56,154 shares 56,154 $12.7M 0.04% +34,207 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,033 shares; 2024Q4: 6,650 shares; 2025Q1: 2,188 shares; 2025Q2: 2,515 shares; 2025Q3: 2,926 shares; 2025Q4: 3,407 shares; 2026Q1: 3,856 shares; 2026Q2: 26,241 shares 26,241 $12.5M 0.04% +22,385 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,520 shares; 2024Q4: 101,059 shares; 2025Q1: 85,352 shares; 2025Q2: 72,730 shares; 2025Q3: 69,994 shares; 2025Q4: 64,785 shares; 2026Q1: 65,588 shares; 2026Q2: 66,492 shares 66,492 $12.5M 0.04% +904 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,953 shares; 2024Q4: 224,478 shares; 2025Q1: 217,434 shares; 2025Q2: 183,769 shares; 2025Q3: 175,244 shares; 2025Q4: 218,374 shares; 2026Q1: 275,486 shares; 2026Q2: 246,360 shares 246,360 $12.5M 0.04% -29,126 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 1,557 shares; 2025Q1: 1,178 shares; 2025Q2: 1,760 shares; 2025Q3: 1,886 shares; 2025Q4: 1,935 shares; 2026Q1: 2,459 shares; 2026Q2: 22,086 shares 22,086 $12.4M 0.04% +19,627 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,767 shares 53,767 $12.3M 0.04% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,199 shares; 2024Q4: 107,167 shares; 2025Q1: 146,401 shares; 2025Q2: 208,987 shares; 2025Q3: 267,379 shares; 2025Q4: 453,084 shares; 2026Q1: 507,143 shares; 2026Q2: 1,123,472 shares 1,123,472 $12.3M 0.04% +616,329 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,244 shares; 2024Q4: 92,256 shares; 2025Q1: 73,537 shares; 2025Q2: 89,859 shares; 2025Q3: 92,345 shares; 2025Q4: 80,757 shares; 2026Q1: 108,442 shares; 2026Q2: 261,240 shares 261,240 $12M 0.04% +152,798 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,922 shares; 2024Q4: 14,202 shares; 2025Q1: 14,015 shares; 2025Q2: 14,375 shares; 2025Q3: 14,062 shares; 2025Q4: 14,516 shares; 2026Q1: 15,607 shares; 2026Q2: 18,975 shares 18,975 $12M 0.04% +3,368 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,813 shares; 2024Q4: 210,376 shares; 2025Q1: 195,728 shares; 2025Q2: 172,167 shares; 2025Q3: 153,186 shares; 2025Q4: 152,383 shares; 2026Q1: 142,056 shares; 2026Q2: 156,492 shares 156,492 $11.9M 0.04% +14,436 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,988 shares; 2024Q4: 9,396 shares; 2025Q1: 6,392 shares; 2025Q2: 6,834 shares; 2025Q3: 7,021 shares; 2025Q4: 6,856 shares; 2026Q1: 6,438 shares; 2026Q2: 48,595 shares 48,595 $11.9M 0.04% +42,157 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,406 shares 53,406 $11.6M 0.03% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,173 shares; 2024Q4: 39,379 shares; 2025Q1: 37,599 shares; 2025Q2: 43,320 shares; 2025Q3: 44,260 shares; 2025Q4: 44,437 shares; 2026Q1: 45,391 shares; 2026Q2: 96,443 shares 96,443 $11.5M 0.03% +51,052 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,187 shares; 2024Q4: 24,422 shares; 2025Q1: 18,949 shares; 2025Q2: 22,402 shares; 2025Q3: 22,269 shares; 2025Q4: 22,349 shares; 2026Q1: 27,797 shares; 2026Q2: 71,826 shares 71,826 $11.5M 0.03% +44,029 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,626 shares; 2026Q2: 258,023 shares 258,023 $11.4M 0.03% +253,397 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,172 shares; 2024Q4: 14,152 shares; 2025Q1: 14,015 shares; 2025Q2: 17,616 shares; 2025Q3: 17,130 shares; 2025Q4: 18,052 shares; 2026Q1: 19,174 shares; 2026Q2: 60,249 shares 60,249 $11.3M 0.03% +41,075 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,828 shares; 2024Q4: 39,521 shares; 2025Q1: 41,545 shares; 2025Q2: 42,201 shares; 2025Q3: 40,661 shares; 2025Q4: 42,757 shares; 2026Q1: 42,812 shares; 2026Q2: 58,272 shares 58,272 $11.2M 0.03% +15,460 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,218 shares; 2024Q4: 7,513 shares; 2025Q1: 6,487 shares; 2025Q2: 7,173 shares; 2025Q3: 7,174 shares; 2025Q4: 7,402 shares; 2026Q1: 8,251 shares; 2026Q2: 10,893 shares 10,893 $11.1M 0.03% +2,642 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,490 shares; 2024Q4: 234,529 shares; 2025Q1: 162,725 shares; 2025Q2: 158,700 shares; 2025Q3: 173,795 shares; 2025Q4: 161,492 shares; 2026Q1: 194,065 shares; 2026Q2: 423,589 shares 423,589 $11M 0.03% +229,524 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,611 shares; 2024Q4: 74,518 shares; 2025Q1: 21,961 shares; 2025Q2: 22,970 shares; 2025Q3: 63,417 shares; 2025Q4: 64,074 shares; 2026Q1: 67,115 shares; 2026Q2: 67,402 shares 67,402 $10.9M 0.03% +287 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,603 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 167,592 shares 167,592 $10.9M 0.03% new Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,114 shares; 2026Q1: 240,173 shares; 2026Q2: 263,878 shares 263,878 $10.9M 0.03% +23,705 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,243 shares; 2024Q4: 5,942 shares; 2025Q1: 5,205 shares; 2025Q2: 6,309 shares; 2025Q3: 6,836 shares; 2025Q4: 6,639 shares; 2026Q1: 7,294 shares; 2026Q2: 18,461 shares 18,461 $10.8M 0.03% +11,167 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,536 shares; 2024Q4: 56,803 shares; 2025Q1: 35,296 shares; 2025Q2: 37,616 shares; 2025Q3: 34,250 shares; 2025Q4: 37,322 shares; 2026Q1: 40,981 shares; 2026Q2: 102,838 shares 102,838 $10.7M 0.03% +61,857 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,981 shares; 2024Q4: 9,175 shares; 2025Q1: 9,559 shares; 2025Q2: 9,830 shares; 2025Q3: 9,417 shares; 2025Q4: 10,450 shares; 2026Q1: 14,528 shares; 2026Q2: 93,874 shares 93,874 $10.6M 0.03% +79,346 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,194 shares; 2024Q4: 9,324 shares; 2025Q1: 4,671 shares; 2025Q2: 5,005 shares; 2025Q3: 5,452 shares; 2025Q4: 6,375 shares; 2026Q1: 7,688 shares; 2026Q2: 9,214 shares 9,214 $10.6M 0.03% +1,526 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,163 shares; 2024Q4: 41,319 shares; 2025Q1: 24,170 shares; 2025Q2: 25,233 shares; 2025Q3: 26,043 shares; 2025Q4: 25,060 shares; 2026Q1: 30,774 shares; 2026Q2: 31,159 shares 31,159 $10.5M 0.03% +385 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328,291 shares; 2025Q4: 324,280 shares; 2026Q1: 318,739 shares; 2026Q2: 597,809 shares 597,809 $10.4M 0.03% +279,070 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,266 shares; 2024Q4: 25,818 shares; 2025Q1: 19,807 shares; 2025Q2: 19,431 shares; 2025Q3: 19,409 shares; 2025Q4: 19,771 shares; 2026Q1: 21,034 shares; 2026Q2: 41,648 shares 41,648 $10.4M 0.03% +20,614 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,048 shares; 2024Q4: 4,867 shares; 2025Q1: 4,097 shares; 2025Q2: 5,237 shares; 2025Q3: 5,742 shares; 2025Q4: 5,186 shares; 2026Q1: 6,472 shares; 2026Q2: 84,071 shares 84,071 $10.2M 0.03% +77,599 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,980 shares; 2024Q4: 86,774 shares; 2025Q1: 80,446 shares; 2025Q2: 75,817 shares; 2025Q3: 75,228 shares; 2025Q4: 72,319 shares; 2026Q1: 71,989 shares; 2026Q2: 71,637 shares 71,637 $10.2M 0.03% -352 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,749 shares; 2024Q4: 17,644 shares; 2025Q1: 17,778 shares; 2025Q2: 19,449 shares; 2025Q3: 21,242 shares; 2025Q4: 20,727 shares; 2026Q1: 30,801 shares; 2026Q2: 66,844 shares 66,844 $10.2M 0.03% +36,043 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,279 shares; 2024Q4: 9,910 shares; 2025Q1: 7,183 shares; 2025Q2: 8,182 shares; 2025Q3: 7,515 shares; 2025Q4: 9,491 shares; 2026Q1: 9,052 shares; 2026Q2: 18,182 shares 18,182 $10.2M 0.03% +9,130 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,823 shares; 2024Q4: 190,061 shares; 2025Q1: 161,837 shares; 2025Q2: 161,592 shares; 2025Q3: 169,549 shares; 2025Q4: 179,118 shares; 2026Q1: 180,013 shares; 2026Q2: 271,367 shares 271,367 $10.1M 0.03% +91,354 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,819 shares; 2024Q4: 14,700 shares; 2025Q1: 13,382 shares; 2025Q2: 16,251 shares; 2025Q3: 16,250 shares; 2025Q4: 16,097 shares; 2026Q1: 16,872 shares; 2026Q2: 38,643 shares 38,643 $10.1M 0.03% +21,771 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,609 shares; 2024Q4: 16,311 shares; 2025Q1: 14,568 shares; 2025Q2: 16,412 shares; 2025Q3: 18,231 shares; 2025Q4: 20,581 shares; 2026Q1: 24,491 shares; 2026Q2: 114,700 shares 114,700 $10.1M 0.03% +90,209 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,849 shares; 2025Q4: 2,544 shares; 2026Q1: 3,359 shares; 2026Q2: 6,879 shares 6,879 $10M 0.03% +3,520 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,200 shares; 2024Q4: 9,075 shares; 2025Q1: 9,183 shares; 2025Q2: 9,133 shares; 2025Q3: 9,222 shares; 2025Q4: 11,642 shares; 2026Q1: 11,640 shares; 2026Q2: 23,655 shares 23,655 $10M 0.03% +12,015 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,804 shares; 2024Q4: 29,039 shares; 2025Q1: 29,372 shares; 2025Q2: 23,518 shares; 2025Q3: 25,590 shares; 2025Q4: 25,725 shares; 2026Q1: 33,189 shares; 2026Q2: 101,628 shares 101,628 $9.96M 0.03% +68,439 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,239 shares; 2024Q4: 84,633 shares; 2025Q1: 80,686 shares; 2025Q2: 80,306 shares; 2025Q3: 82,073 shares; 2025Q4: 82,003 shares; 2026Q1: 81,869 shares; 2026Q2: 90,111 shares 90,111 $9.95M 0.03% +8,242 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,000 shares; 2024Q4: 74,341 shares; 2025Q1: 56,045 shares; 2025Q2: 57,093 shares; 2025Q3: 53,126 shares; 2025Q4: 51,831 shares; 2026Q1: 47,908 shares; 2026Q2: 91,032 shares 91,032 $9.95M 0.03% +43,124 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,730 shares; 2024Q4: 83,734 shares; 2025Q1: 58,537 shares; 2025Q2: 58,288 shares; 2025Q3: 59,966 shares; 2025Q4: 61,723 shares; 2026Q1: 67,301 shares; 2026Q2: 77,815 shares 77,815 $9.82M 0.03% +10,514 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,719 shares; 2024Q4: 29,359 shares; 2025Q1: 23,344 shares; 2025Q2: 28,409 shares; 2025Q3: 29,715 shares; 2025Q4: 30,474 shares; 2026Q1: 34,941 shares; 2026Q2: 38,807 shares 38,807 $9.8M 0.03% +3,866 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,345 shares; 2024Q4: 95,921 shares; 2025Q1: 91,328 shares; 2025Q2: 89,225 shares; 2025Q3: 85,468 shares; 2025Q4: 97,101 shares; 2026Q1: 91,655 shares; 2026Q2: 101,004 shares 101,004 $9.77M 0.03% +9,349 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367,970 shares; 2025Q2: 281,509 shares; 2025Q3: 231,333 shares; 2025Q4: 133,050 shares; 2026Q1: 128,612 shares; 2026Q2: 253,601 shares 253,601 $9.76M 0.03% +124,989 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,810 shares; 2024Q4: 10,995 shares; 2025Q1: 11,364 shares; 2025Q2: 11,458 shares; 2025Q3: 11,559 shares; 2025Q4: 18,799 shares; 2026Q1: 18,626 shares; 2026Q2: 28,379 shares 28,379 $9.66M 0.03% +9,753 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,207 shares; 2024Q4: 22,726 shares; 2025Q1: 7,650 shares; 2025Q2: 7,543 shares; 2025Q3: 7,581 shares; 2025Q4: 7,359 shares; 2026Q1: 7,755 shares; 2026Q2: 39,958 shares 39,958 $9.65M 0.03% +32,203 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,828 shares; 2024Q4: 25,000 shares; 2025Q1: 24,691 shares; 2025Q2: 23,156 shares; 2025Q3: 23,001 shares; 2025Q4: 23,392 shares; 2026Q1: 22,916 shares; 2026Q2: 24,326 shares 24,326 $9.58M 0.03% +1,410 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,380 shares; 2024Q4: 2,505 shares; 2025Q1: 1,431 shares; 2025Q2: 1,560 shares; 2025Q3: 1,257 shares; 2025Q4: not reported; 2026Q1: 1,082 shares; 2026Q2: 36,430 shares 36,430 $9.58M 0.03% +35,348 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,982 shares; 2024Q4: 10,239 shares; 2025Q1: 5,771 shares; 2025Q2: 4,614 shares; 2025Q3: 5,036 shares; 2025Q4: 10,968 shares; 2026Q1: 11,304 shares; 2026Q2: 31,002 shares 31,002 $9.54M 0.03% +19,698 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,773 shares; 2024Q4: 6,803 shares; 2025Q1: 5,741 shares; 2025Q2: 5,797 shares; 2025Q3: 5,734 shares; 2025Q4: 5,932 shares; 2026Q1: 7,115 shares; 2026Q2: 25,405 shares 25,405 $9.53M 0.03% +18,290 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,114 shares; 2024Q4: 12,211 shares; 2025Q1: 11,772 shares; 2025Q2: 13,226 shares; 2025Q3: 14,307 shares; 2025Q4: 13,866 shares; 2026Q1: 15,184 shares; 2026Q2: 30,198 shares 30,198 $9.44M 0.03% +15,014 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,789 shares; 2024Q4: 20,184 shares; 2025Q1: 16,574 shares; 2025Q2: 19,571 shares; 2025Q3: 25,690 shares; 2025Q4: 27,893 shares; 2026Q1: 31,682 shares; 2026Q2: 129,183 shares 129,183 $9.37M 0.03% +97,501 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,319 shares; 2024Q4: 9,316 shares; 2025Q1: 9,232 shares; 2025Q2: 9,783 shares; 2025Q3: 10,325 shares; 2025Q4: 12,862 shares; 2026Q1: 17,068 shares; 2026Q2: 23,632 shares 23,632 $9.33M 0.03% +6,564 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,697 shares; 2024Q4: 40,021 shares; 2025Q1: 37,420 shares; 2025Q2: 36,886 shares; 2025Q3: 36,964 shares; 2025Q4: 58,369 shares; 2026Q1: 45,232 shares; 2026Q2: 90,729 shares 90,729 $9.24M 0.03% +45,497 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,827 shares; 2026Q1: 64,261 shares; 2026Q2: 121,657 shares 121,657 $9.2M 0.03% +57,396 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,314 shares; 2025Q3: 124,901 shares; 2025Q4: 66,683 shares; 2026Q1: 119,308 shares; 2026Q2: 120,210 shares 120,210 $9.12M 0.03% +902 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,577 shares; 2026Q2: 100,990 shares 100,990 $9.09M 0.03% +50,413 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,286 shares; 2024Q4: 15,505 shares; 2025Q1: 15,654 shares; 2025Q2: 17,084 shares; 2025Q3: 17,908 shares; 2025Q4: 18,321 shares; 2026Q1: 19,626 shares; 2026Q2: 52,279 shares 52,279 $9.05M 0.03% +32,653 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,927 shares; 2024Q4: 3,854 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,787 shares; 2025Q4: 61,728 shares; 2026Q1: 61,718 shares; 2026Q2: 84,558 shares 84,558 $8.99M 0.03% +22,840 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,668 shares; 2024Q4: 16,872 shares; 2025Q1: 15,547 shares; 2025Q2: 16,201 shares; 2025Q3: 15,369 shares; 2025Q4: 15,273 shares; 2026Q1: 15,302 shares; 2026Q2: 31,508 shares 31,508 $8.92M 0.03% +16,206 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,789 shares; 2024Q4: 128,492 shares; 2025Q1: 126,386 shares; 2025Q2: 125,951 shares; 2025Q3: 123,298 shares; 2025Q4: 110,868 shares; 2026Q1: 113,628 shares; 2026Q2: 229,701 shares 229,701 $8.88M 0.03% +116,073 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,379 shares; 2024Q4: 61,049 shares; 2025Q1: 46,901 shares; 2025Q2: 47,947 shares; 2025Q3: 53,779 shares; 2025Q4: 56,856 shares; 2026Q1: 64,092 shares; 2026Q2: 152,609 shares 152,609 $8.81M 0.03% +88,517 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,691 shares; 2026Q2: 212,410 shares 212,410 $8.72M 0.03% +198,719 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,803 shares; 2024Q4: 45,722 shares; 2025Q1: 23,910 shares; 2025Q2: 25,578 shares; 2025Q3: 26,888 shares; 2025Q4: 26,093 shares; 2026Q1: 28,869 shares; 2026Q2: 63,574 shares 63,574 $8.43M 0.02% +34,705 Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,504,767 shares; 2026Q2: 1,504,777 shares 1,504,777 $8.34M 0.02% +10 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,636 shares; 2024Q4: 35,713 shares; 2025Q1: 30,128 shares; 2025Q2: 35,770 shares; 2025Q3: 38,751 shares; 2025Q4: 38,760 shares; 2026Q1: 49,050 shares; 2026Q2: 78,248 shares 78,248 $8.13M 0.02% +29,198 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,549 shares; 2024Q4: 19,722 shares; 2025Q1: 12,844 shares; 2025Q2: 16,028 shares; 2025Q3: 17,986 shares; 2025Q4: 21,464 shares; 2026Q1: 27,681 shares; 2026Q2: 58,355 shares 58,355 $8.08M 0.02% +30,674 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64,642 shares; 2025Q1: 37,587 shares; 2025Q2: 38,472 shares; 2025Q3: 38,745 shares; 2025Q4: 39,287 shares; 2026Q1: 43,271 shares; 2026Q2: 46,539 shares 46,539 $8.01M 0.02% +3,268 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,576 shares; 2024Q4: 32,109 shares; 2025Q1: 26,660 shares; 2025Q2: 27,142 shares; 2025Q3: 26,691 shares; 2025Q4: 17,312 shares; 2026Q1: 17,785 shares; 2026Q2: 37,085 shares 37,085 $8M 0.02% +19,300 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,866 shares; 2024Q4: 7,757 shares; 2025Q1: 7,978 shares; 2025Q2: 8,908 shares; 2025Q3: 9,131 shares; 2025Q4: 9,819 shares; 2026Q1: 11,621 shares; 2026Q2: 29,374 shares 29,374 $8M 0.02% +17,753 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,963 shares; 2024Q4: 7,442 shares; 2025Q1: 7,458 shares; 2025Q2: 7,799 shares; 2025Q3: 7,483 shares; 2025Q4: 7,867 shares; 2026Q1: 7,907 shares; 2026Q2: 15,951 shares 15,951 $7.87M 0.02% +8,044 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,163 shares; 2024Q4: 8,599 shares; 2025Q1: 8,632 shares; 2025Q2: 8,658 shares; 2025Q3: 8,953 shares; 2025Q4: 17,069 shares; 2026Q1: 18,922 shares; 2026Q2: 89,397 shares 89,397 $7.87M 0.02% +70,475 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,032 shares; 2024Q4: 62,511 shares; 2025Q1: 60,812 shares; 2025Q2: 60,735 shares; 2025Q3: 94,538 shares; 2025Q4: 86,773 shares; 2026Q1: 86,072 shares; 2026Q2: 164,412 shares 164,412 $7.83M 0.02% +78,340 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,269 shares; 2024Q4: 43,183 shares; 2025Q1: 42,730 shares; 2025Q2: 41,435 shares; 2025Q3: 38,436 shares; 2025Q4: 36,962 shares; 2026Q1: 36,576 shares; 2026Q2: 72,486 shares 72,486 $7.83M 0.02% +35,910 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,736 shares; 2024Q4: 309,697 shares; 2025Q1: 282,167 shares; 2025Q2: 303,703 shares; 2025Q3: 304,459 shares; 2025Q4: 272,954 shares; 2026Q1: 332,710 shares; 2026Q2: 368,813 shares 368,813 $7.8M 0.02% +36,103 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,623 shares; 2024Q4: 104,107 shares; 2025Q1: 55,606 shares; 2025Q2: 63,599 shares; 2025Q3: 63,465 shares; 2025Q4: 66,451 shares; 2026Q1: 71,755 shares; 2026Q2: 109,475 shares 109,475 $7.79M 0.02% +37,720 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,174 shares; 2025Q1: 5,627 shares; 2025Q2: 5,740 shares; 2025Q3: 6,023 shares; 2025Q4: 5,583 shares; 2026Q1: 4,548 shares; 2026Q2: 72,249 shares 72,249 $7.73M 0.02% +67,701 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143,854 shares 143,854 $7.65M 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,638 shares; 2025Q1: 2,622 shares; 2025Q2: 2,563 shares; 2025Q3: 2,960 shares; 2025Q4: 2,831 shares; 2026Q1: 2,972 shares; 2026Q2: 6,192 shares 6,192 $7.65M 0.02% +3,220 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,650 shares; 2024Q4: 10,259 shares; 2025Q1: 11,281 shares; 2025Q2: 14,974 shares; 2025Q3: 15,444 shares; 2025Q4: 19,059 shares; 2026Q1: 19,133 shares; 2026Q2: 38,652 shares 38,652 $7.65M 0.02% +19,519 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,119 shares; 2024Q4: 14,411 shares; 2025Q1: 15,148 shares; 2025Q2: 24,929 shares; 2025Q3: 29,515 shares; 2025Q4: 34,778 shares; 2026Q1: 41,089 shares; 2026Q2: 75,100 shares 75,100 $7.57M 0.02% +34,011 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,206 shares; 2024Q4: 47,405 shares; 2025Q1: 42,544 shares; 2025Q2: 47,351 shares; 2025Q3: 47,678 shares; 2025Q4: 46,990 shares; 2026Q1: 51,392 shares; 2026Q2: 69,135 shares 69,135 $7.47M 0.02% +17,743 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,655 shares; 2024Q4: 21,949 shares; 2025Q1: 17,129 shares; 2025Q2: 16,818 shares; 2025Q3: 17,140 shares; 2025Q4: 17,708 shares; 2026Q1: 19,442 shares; 2026Q2: 23,791 shares 23,791 $7.45M 0.02% +4,349 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,515 shares; 2024Q4: 12,271 shares; 2025Q1: 7,822 shares; 2025Q2: 6,328 shares; 2025Q3: 6,354 shares; 2025Q4: 6,850 shares; 2026Q1: 8,040 shares; 2026Q2: 16,050 shares 16,050 $7.44M 0.02% +8,010 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,030 shares; 2024Q4: 94,410 shares; 2025Q1: 92,801 shares; 2025Q2: 93,407 shares; 2025Q3: 96,213 shares; 2025Q4: 97,985 shares; 2026Q1: 97,798 shares; 2026Q2: 106,509 shares 106,509 $7.28M 0.02% +8,711 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,854 shares; 2024Q4: 8,754 shares; 2025Q1: 7,898 shares; 2025Q2: 12,574 shares; 2025Q3: 13,636 shares; 2025Q4: 17,313 shares; 2026Q1: 19,414 shares; 2026Q2: 115,278 shares 115,278 $7.25M 0.02% +95,864 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,783 shares; 2024Q4: 12,761 shares; 2025Q1: 9,149 shares; 2025Q2: 9,708 shares; 2025Q3: 9,600 shares; 2025Q4: 11,476 shares; 2026Q1: 11,978 shares; 2026Q2: 26,498 shares 26,498 $7.22M 0.02% +14,520 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,346 shares; 2024Q4: 6,516 shares; 2025Q1: 4,363 shares; 2025Q2: 4,975 shares; 2025Q3: 5,096 shares; 2025Q4: 5,247 shares; 2026Q1: 5,464 shares; 2026Q2: 11,276 shares 11,276 $7.18M 0.02% +5,812 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,211 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142,216 shares 142,216 $7.17M 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,869 shares; 2024Q4: 14,628 shares; 2025Q1: 5,817 shares; 2025Q2: 6,177 shares; 2025Q3: 9,091 shares; 2025Q4: 8,503 shares; 2026Q1: 5,061 shares; 2026Q2: 42,617 shares 42,617 $7.16M 0.02% +37,556 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,833 shares; 2024Q4: 4,612 shares; 2025Q1: 3,239 shares; 2025Q2: 3,375 shares; 2025Q3: 3,575 shares; 2025Q4: 3,536 shares; 2026Q1: 4,930 shares; 2026Q2: 10,332 shares 10,332 $7.13M 0.02% +5,402 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,863 shares; 2024Q4: 40,061 shares; 2025Q1: 34,776 shares; 2025Q2: 31,361 shares; 2025Q3: 30,680 shares; 2025Q4: 28,978 shares; 2026Q1: 36,020 shares; 2026Q2: 73,506 shares 73,506 $7.09M 0.02% +37,486 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,741 shares; 2024Q4: 9,051 shares; 2025Q1: 8,184 shares; 2025Q2: 8,496 shares; 2025Q3: 7,408 shares; 2025Q4: 8,622 shares; 2026Q1: 9,990 shares; 2026Q2: 38,423 shares 38,423 $6.96M 0.02% +28,433 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,283 shares; 2024Q4: 26,742 shares; 2025Q1: 25,742 shares; 2025Q2: 25,224 shares; 2025Q3: 25,224 shares; 2025Q4: 25,080 shares; 2026Q1: 25,080 shares; 2026Q2: 50,262 shares 50,262 $6.82M 0.02% +25,182 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,672 shares; 2024Q4: 96,630 shares; 2025Q1: 86,232 shares; 2025Q2: 82,951 shares; 2025Q3: 81,724 shares; 2025Q4: 78,959 shares; 2026Q1: 79,886 shares; 2026Q2: 79,317 shares 79,317 $6.78M 0.02% -569 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,588 shares; 2024Q4: 10,408 shares; 2025Q1: 7,989 shares; 2025Q2: 8,826 shares; 2025Q3: 8,912 shares; 2025Q4: 9,549 shares; 2026Q1: 12,593 shares; 2026Q2: 19,630 shares 19,630 $6.75M 0.02% +7,037 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 9 shares 9 $6.74M 0.02% -2 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,966 shares; 2024Q4: 25,931 shares; 2025Q1: 39,871 shares; 2025Q2: 37,821 shares; 2025Q3: 37,473 shares; 2025Q4: 72,510 shares; 2026Q1: 59,862 shares; 2026Q2: 117,435 shares 117,435 $6.72M 0.02% +57,573 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,625 shares; 2024Q4: 6,505 shares; 2025Q1: 6,253 shares; 2025Q2: 6,608 shares; 2025Q3: 6,461 shares; 2025Q4: 6,457 shares; 2026Q1: 7,424 shares; 2026Q2: 14,603 shares 14,603 $6.67M 0.02% +7,179 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 394,238 shares 394,238 $6.66M 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,400 shares; 2024Q4: 96,631 shares; 2025Q1: 50,899 shares; 2025Q2: 56,555 shares; 2025Q3: 53,483 shares; 2025Q4: 70,505 shares; 2026Q1: 77,258 shares; 2026Q2: 112,958 shares 112,958 $6.63M 0.02% +35,700 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,573 shares; 2025Q1: 2,566 shares; 2025Q2: 3,606 shares; 2025Q3: 5,118 shares; 2025Q4: 10,054 shares; 2026Q1: 10,266 shares; 2026Q2: 23,264 shares 23,264 $6.61M 0.02% +12,998 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,100 shares; 2024Q4: 22,729 shares; 2025Q1: 18,265 shares; 2025Q2: 18,808 shares; 2025Q3: 18,803 shares; 2025Q4: 20,182 shares; 2026Q1: 21,675 shares; 2026Q2: 30,040 shares 30,040 $6.58M 0.02% +8,365 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,624 shares; 2024Q4: 20,613 shares; 2025Q1: 19,162 shares; 2025Q2: 647,734 shares; 2025Q3: 640,806 shares; 2025Q4: 254,817 shares; 2026Q1: 155,766 shares; 2026Q2: 114,777 shares 114,777 $6.48M 0.02% -40,989 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares; 2026Q2: 28,502 shares 28,502 $6.48M 0.02% +27,044 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,937 shares; 2024Q4: 35,531 shares; 2025Q1: 35,500 shares; 2025Q2: 35,029 shares; 2025Q3: 34,944 shares; 2025Q4: 40,138 shares; 2026Q1: 40,058 shares; 2026Q2: 44,239 shares 44,239 $6.47M 0.02% +4,181 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,954 shares; 2024Q4: 65,140 shares; 2025Q1: 53,169 shares; 2025Q2: 55,872 shares; 2025Q3: 59,954 shares; 2025Q4: 56,619 shares; 2026Q1: 60,749 shares; 2026Q2: 67,043 shares 67,043 $6.46M 0.02% +6,294 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,676 shares; 2024Q4: 2,924 shares; 2025Q1: 1,839 shares; 2025Q2: 1,926 shares; 2025Q3: 1,981 shares; 2025Q4: 9,692 shares; 2026Q1: 12,786 shares; 2026Q2: 57,899 shares 57,899 $6.44M 0.02% +45,113 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,033 shares; 2024Q4: 2,973 shares; 2025Q1: 2,795 shares; 2025Q2: 3,088 shares; 2025Q3: 5,188 shares; 2025Q4: 5,024 shares; 2026Q1: 5,579 shares; 2026Q2: 18,609 shares 18,609 $6.44M 0.02% +13,030 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,995 shares; 2024Q4: 22,789 shares; 2025Q1: 21,858 shares; 2025Q2: 21,371 shares; 2025Q3: 23,294 shares; 2025Q4: 25,601 shares; 2026Q1: 27,136 shares; 2026Q2: 55,287 shares 55,287 $6.42M 0.02% +28,151 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,229 shares; 2024Q4: 82,966 shares; 2025Q1: 27,671 shares; 2025Q2: 30,204 shares; 2025Q3: 29,399 shares; 2025Q4: 31,980 shares; 2026Q1: 40,326 shares; 2026Q2: 45,566 shares 45,566 $6.36M 0.02% +5,240 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,808 shares; 2024Q4: 3,120 shares; 2025Q1: 3,550 shares; 2025Q2: 4,821 shares; 2025Q3: 5,458 shares; 2025Q4: 5,471 shares; 2026Q1: 6,879 shares; 2026Q2: 25,256 shares 25,256 $6.33M 0.02% +18,377 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,977 shares; 2024Q4: 14,242 shares; 2025Q1: 9,821 shares; 2025Q2: 9,332 shares; 2025Q3: 11,693 shares; 2025Q4: 11,621 shares; 2026Q1: 12,979 shares; 2026Q2: 27,663 shares 27,663 $6.33M 0.02% +14,684 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,503 shares; 2024Q4: 7,473 shares; 2025Q1: not reported; 2025Q2: 1,054 shares; 2025Q3: 1,084 shares; 2025Q4: 988 shares; 2026Q1: 1,278 shares; 2026Q2: 30,177 shares 30,177 $6.32M 0.02% +28,899 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,802 shares; 2024Q4: 18,300 shares; 2025Q1: 16,624 shares; 2025Q2: 19,240 shares; 2025Q3: 19,818 shares; 2025Q4: 79,039 shares; 2026Q1: 51,382 shares; 2026Q2: 101,940 shares 101,940 $6.28M 0.02% +50,558 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 6,772 shares; 2025Q1: 6,074 shares; 2025Q2: 7,302 shares; 2025Q3: 8,286 shares; 2025Q4: 8,456 shares; 2026Q1: 11,435 shares; 2026Q2: 11,831 shares 11,831 $6.12M 0.02% +396 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,662 shares 65,662 $6.09M 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,166 shares; 2024Q4: 19,460 shares; 2025Q1: 11,590 shares; 2025Q2: 12,553 shares; 2025Q3: 12,946 shares; 2025Q4: 12,956 shares; 2026Q1: 24,732 shares; 2026Q2: 124,870 shares 124,870 $6.05M 0.02% +100,138 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,596 shares; 2024Q4: 17,567 shares; 2025Q1: 13,664 shares; 2025Q2: 14,675 shares; 2025Q3: 15,061 shares; 2025Q4: 16,317 shares; 2026Q1: 22,507 shares; 2026Q2: 25,211 shares 25,211 $6.01M 0.02% +2,704 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,266 shares; 2024Q4: 84,993 shares; 2025Q1: 84,997 shares; 2025Q2: 84,934 shares; 2025Q3: 84,968 shares; 2025Q4: 85,208 shares; 2026Q1: 85,881 shares; 2026Q2: 80,304 shares 80,304 $6M 0.02% -5,577 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260,254 shares 260,254 $5.98M 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,790 shares; 2024Q4: 17,528 shares; 2025Q1: 10,711 shares; 2025Q2: 11,475 shares; 2025Q3: 11,635 shares; 2025Q4: 11,103 shares; 2026Q1: 12,891 shares; 2026Q2: 28,409 shares 28,409 $5.94M 0.02% +15,518 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,471 shares; 2024Q4: 13,430 shares; 2025Q1: 5,706 shares; 2025Q2: 6,627 shares; 2025Q3: 6,969 shares; 2025Q4: 9,383 shares; 2026Q1: 13,723 shares; 2026Q2: 30,259 shares 30,259 $5.93M 0.02% +16,536 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 164,554 shares 164,554 $5.91M 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,317 shares; 2026Q1: 17,604 shares; 2026Q2: 94,330 shares 94,330 $5.86M 0.02% +76,726 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,987 shares; 2024Q4: 40,880 shares; 2025Q1: 3,714 shares; 2025Q2: 3,848 shares; 2025Q3: 4,304 shares; 2025Q4: 3,190 shares; 2026Q1: 4,489 shares; 2026Q2: 39,154 shares 39,154 $5.85M 0.02% +34,665 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,976 shares; 2024Q4: 83,986 shares; 2025Q1: 42,664 shares; 2025Q2: 46,154 shares; 2025Q3: 43,900 shares; 2025Q4: 74,492 shares; 2026Q1: 83,669 shares; 2026Q2: 122,570 shares 122,570 $5.84M 0.02% +38,901 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,871 shares; 2025Q2: 85,533 shares; 2025Q3: 86,169 shares; 2025Q4: 83,717 shares; 2026Q1: 41,230 shares; 2026Q2: 78,456 shares 78,456 $5.84M 0.02% +37,226 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,325 shares; 2026Q2: 35,321 shares 35,321 $5.83M 0.02% +25,996 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,536 shares; 2024Q4: 28,517 shares; 2025Q1: 18,368 shares; 2025Q2: 20,978 shares; 2025Q3: 22,371 shares; 2025Q4: 22,826 shares; 2026Q1: 29,135 shares; 2026Q2: 61,009 shares 61,009 $5.8M 0.02% +31,874 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,489 shares; 2024Q4: 36,283 shares; 2025Q1: 35,401 shares; 2025Q2: 34,123 shares; 2025Q3: 33,446 shares; 2025Q4: 32,987 shares; 2026Q1: 32,354 shares; 2026Q2: 64,142 shares 64,142 $5.76M 0.02% +31,788 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,014 shares; 2024Q4: 33,256 shares; 2025Q1: 30,799 shares; 2025Q2: 26,088 shares; 2025Q3: 70,670 shares; 2025Q4: 70,855 shares; 2026Q1: 73,714 shares; 2026Q2: 126,428 shares 126,428 $5.74M 0.02% +52,714 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,917 shares 74,917 $5.72M 0.02% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,571 shares; 2024Q4: 16,708 shares; 2025Q1: 16,606 shares; 2025Q2: 23,683 shares; 2025Q3: 23,444 shares; 2025Q4: 24,867 shares; 2026Q1: 27,385 shares; 2026Q2: 56,069 shares 56,069 $5.66M 0.02% +28,684 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,680 shares 76,680 $5.6M 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,078 shares; 2025Q2: 12,603 shares; 2025Q3: 13,374 shares; 2025Q4: 16,526 shares; 2026Q1: 27,131 shares; 2026Q2: 262,577 shares 262,577 $5.59M 0.02% +235,446 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133,497 shares 133,497 $5.53M 0.02% new Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,887 shares; 2025Q4: 22,164 shares; 2026Q1: 22,064 shares; 2026Q2: 115,904 shares 115,904 $5.49M 0.02% +93,840 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,089 shares; 2024Q4: 82,114 shares; 2025Q1: 41,864 shares; 2025Q2: 41,450 shares; 2025Q3: 40,720 shares; 2025Q4: 40,909 shares; 2026Q1: 40,734 shares; 2026Q2: 41,713 shares 41,713 $5.48M 0.02% +979 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,905 shares; 2024Q4: 28,928 shares; 2025Q1: 7,837 shares; 2025Q2: 7,879 shares; 2025Q3: 7,874 shares; 2025Q4: 8,058 shares; 2026Q1: 8,127 shares; 2026Q2: 29,330 shares 29,330 $5.45M 0.02% +21,203 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,637 shares; 2024Q4: 64,039 shares; 2025Q1: 71,609 shares; 2025Q2: 77,853 shares; 2025Q3: 80,298 shares; 2025Q4: 79,159 shares; 2026Q1: 93,322 shares; 2026Q2: 192,085 shares 192,085 $5.43M 0.02% +98,763 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,594 shares; 2024Q4: 11,191 shares; 2025Q1: 17,868 shares; 2025Q2: 19,353 shares; 2025Q3: 19,256 shares; 2025Q4: 18,935 shares; 2026Q1: 22,029 shares; 2026Q2: 24,117 shares 24,117 $5.43M 0.02% +2,088 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,230 shares; 2024Q4: 8,980 shares; 2025Q1: 2,249 shares; 2025Q2: 2,399 shares; 2025Q3: 2,601 shares; 2025Q4: 2,770 shares; 2026Q1: 3,309 shares; 2026Q2: 17,240 shares 17,240 $5.43M 0.02% +13,931 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,873 shares; 2024Q4: 6,193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,723 shares; 2026Q2: 44,693 shares 44,693 $5.42M 0.02% +41,970 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: 4,618 shares; 2025Q1: 4,655 shares; 2025Q2: 5,802 shares; 2025Q3: 6,058 shares; 2025Q4: 6,873 shares; 2026Q1: 8,497 shares; 2026Q2: 14,696 shares 14,696 $5.41M 0.02% +6,199 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,357 shares; 2024Q4: 13,483 shares; 2025Q1: 12,056 shares; 2025Q2: 13,086 shares; 2025Q3: 14,149 shares; 2025Q4: 14,215 shares; 2026Q1: 14,472 shares; 2026Q2: 28,543 shares 28,543 $5.4M 0.02% +14,071 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,344 shares; 2024Q4: 91,324 shares; 2025Q1: 76,563 shares; 2025Q2: 75,105 shares; 2025Q3: 75,054 shares; 2025Q4: 74,648 shares; 2026Q1: 74,526 shares; 2026Q2: 147,780 shares 147,780 $5.38M 0.02% +73,254 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,758 shares; 2024Q4: 28,464 shares; 2025Q1: 28,359 shares; 2025Q2: 66,333 shares; 2025Q3: 67,327 shares; 2025Q4: 37,541 shares; 2026Q1: 60,751 shares; 2026Q2: 60,537 shares 60,537 $5.36M 0.02% -214 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,307 shares; 2024Q4: 100,566 shares; 2025Q1: 85,088 shares; 2025Q2: 94,698 shares; 2025Q3: 93,261 shares; 2025Q4: 97,514 shares; 2026Q1: 101,643 shares; 2026Q2: 168,410 shares 168,410 $5.34M 0.02% +66,767 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,299 shares; 2024Q4: 25,716 shares; 2025Q1: 24,975 shares; 2025Q2: 24,548 shares; 2025Q3: 25,499 shares; 2025Q4: 24,921 shares; 2026Q1: 23,689 shares; 2026Q2: 32,371 shares 32,371 $5.3M 0.02% +8,682 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,606 shares; 2024Q4: 61,858 shares; 2025Q1: 31,883 shares; 2025Q2: 32,703 shares; 2025Q3: 33,978 shares; 2025Q4: 32,722 shares; 2026Q1: 33,040 shares; 2026Q2: 66,284 shares 66,284 $5.29M 0.02% +33,244 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,561 shares; 2024Q4: 12,910 shares; 2025Q1: 5,200 shares; 2025Q2: 5,568 shares; 2025Q3: 5,848 shares; 2025Q4: 6,108 shares; 2026Q1: 6,987 shares; 2026Q2: 7,371 shares 7,371 $5.24M 0.02% +384 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,468 shares; 2024Q4: 55,488 shares; 2025Q1: 54,276 shares; 2025Q2: 53,089 shares; 2025Q3: 54,703 shares; 2025Q4: 52,182 shares; 2026Q1: 49,078 shares; 2026Q2: 50,941 shares 50,941 $5.24M 0.02% +1,863 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169,592 shares 169,592 $5.21M 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,746 shares; 2024Q4: 14,363 shares; 2025Q1: 13,858 shares; 2025Q2: 13,231 shares; 2025Q3: 21,358 shares; 2025Q4: 23,743 shares; 2026Q1: 22,786 shares; 2026Q2: 44,610 shares 44,610 $5.2M 0.02% +21,824 Timeline ONMD ONEMEDNET CORP More: the full row for ONEMEDNET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,219,243 shares 7,219,243 $5.14M 0.02% new Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,844 shares; 2024Q4: 11,512 shares; 2025Q1: 11,007 shares; 2025Q2: 10,518 shares; 2025Q3: 10,417 shares; 2025Q4: 10,372 shares; 2026Q1: 9,930 shares; 2026Q2: 19,787 shares 19,787 $5.11M 0.02% +9,857 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,084 shares; 2026Q2: 52,833 shares 52,833 $5.07M 0.01% +26,749 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,341 shares; 2024Q4: 14,401 shares; 2025Q1: 14,011 shares; 2025Q2: 15,193 shares; 2025Q3: 15,556 shares; 2025Q4: 14,681 shares; 2026Q1: 16,333 shares; 2026Q2: 31,356 shares 31,356 $4.94M 0.01% +15,023 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,672 shares; 2024Q4: 11,779 shares; 2025Q1: 10,977 shares; 2025Q2: 12,452 shares; 2025Q3: 12,945 shares; 2025Q4: 16,638 shares; 2026Q1: 18,281 shares; 2026Q2: 42,748 shares 42,748 $4.91M 0.01% +24,467 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,718 shares; 2024Q4: 171,775 shares; 2025Q1: 152,138 shares; 2025Q2: 134,571 shares; 2025Q3: 130,087 shares; 2025Q4: 101,443 shares; 2026Q1: 97,610 shares; 2026Q2: 87,222 shares 87,222 $4.88M 0.01% -10,388 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,484 shares; 2024Q4: 73,966 shares; 2025Q1: 62,210 shares; 2025Q2: 38,758 shares; 2025Q3: 40,064 shares; 2025Q4: 43,199 shares; 2026Q1: 47,693 shares; 2026Q2: 100,758 shares 100,758 $4.86M 0.01% +53,065 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,304 shares; 2024Q4: 27,695 shares; 2025Q1: 24,373 shares; 2025Q2: 24,855 shares; 2025Q3: 21,401 shares; 2025Q4: 18,150 shares; 2026Q1: 13,256 shares; 2026Q2: 45,040 shares 45,040 $4.85M 0.01% +31,784 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,030 shares; 2024Q4: 10,044 shares; 2025Q1: 15,217 shares; 2025Q2: 15,237 shares; 2025Q3: 15,238 shares; 2025Q4: 15,244 shares; 2026Q1: 17,275 shares; 2026Q2: 18,618 shares 18,618 $4.81M 0.01% +1,343 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369 shares; 2024Q4: 375 shares; 2025Q1: 347 shares; 2025Q2: 361 shares; 2025Q3: 364 shares; 2025Q4: 374 shares; 2026Q1: 361 shares; 2026Q2: 715 shares 715 $4.79M 0.01% +354 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,263 shares; 2024Q4: 49,733 shares; 2025Q1: 22,542 shares; 2025Q2: 24,946 shares; 2025Q3: 25,634 shares; 2025Q4: 26,734 shares; 2026Q1: 31,992 shares; 2026Q2: 32,543 shares 32,543 $4.72M 0.01% +551 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,148 shares; 2024Q4: 8,971 shares; 2025Q1: 6,168 shares; 2025Q2: 6,867 shares; 2025Q3: 7,664 shares; 2025Q4: 7,743 shares; 2026Q1: 8,020 shares; 2026Q2: 21,653 shares 21,653 $4.71M 0.01% +13,633 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,173 shares; 2024Q4: 88,369 shares; 2025Q1: 87,587 shares; 2025Q2: 98,947 shares; 2025Q3: 101,196 shares; 2025Q4: 80,357 shares; 2026Q1: 89,925 shares; 2026Q2: 85,133 shares 85,133 $4.66M 0.01% -4,792 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,471 shares; 2024Q4: 74,707 shares; 2025Q1: 29,678 shares; 2025Q2: 29,803 shares; 2025Q3: 29,713 shares; 2025Q4: 23,841 shares; 2026Q1: 23,048 shares; 2026Q2: 23,024 shares 23,024 $4.6M 0.01% -24 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,279 shares; 2024Q4: 22,365 shares; 2025Q1: 13,743 shares; 2025Q2: 14,630 shares; 2025Q3: 13,563 shares; 2025Q4: 15,197 shares; 2026Q1: 17,485 shares; 2026Q2: 35,486 shares 35,486 $4.5M 0.01% +18,001 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,468 shares; 2024Q4: 12,401 shares; 2025Q1: 1,941 shares; 2025Q2: 2,212 shares; 2025Q3: 2,239 shares; 2025Q4: 2,460 shares; 2026Q1: 2,603 shares; 2026Q2: 14,784 shares 14,784 $4.47M 0.01% +12,181 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,996 shares; 2024Q4: 25,587 shares; 2025Q1: 26,396 shares; 2025Q2: 30,024 shares; 2025Q3: 34,164 shares; 2025Q4: 30,425 shares; 2026Q1: 32,086 shares; 2026Q2: 82,751 shares 82,751 $4.44M 0.01% +50,665 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,908 shares; 2024Q4: 8,768 shares; 2025Q1: 7,671 shares; 2025Q2: 20,185 shares; 2025Q3: 21,242 shares; 2025Q4: 20,958 shares; 2026Q1: 24,332 shares; 2026Q2: 21,972 shares 21,972 $4.44M 0.01% -2,360 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,279 shares; 2024Q4: 29,468 shares; 2025Q1: 4,190 shares; 2025Q2: 4,947 shares; 2025Q3: 5,231 shares; 2025Q4: 4,220 shares; 2026Q1: 4,573 shares; 2026Q2: 50,187 shares 50,187 $4.43M 0.01% +45,614 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,897 shares 33,897 $4.39M 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,784 shares; 2024Q4: 60,830 shares; 2025Q1: 5,102 shares; 2025Q2: 6,350 shares; 2025Q3: 7,949 shares; 2025Q4: 8,734 shares; 2026Q1: 9,702 shares; 2026Q2: 83,001 shares 83,001 $4.38M 0.01% +73,299 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,743 shares; 2024Q4: 181,846 shares; 2025Q1: 180,818 shares; 2025Q2: 180,715 shares; 2025Q3: 184,928 shares; 2025Q4: 183,334 shares; 2026Q1: 183,334 shares; 2026Q2: 367,968 shares 367,968 $4.35M 0.01% +184,634 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482 shares; 2024Q4: 550 shares; 2025Q1: 488 shares; 2025Q2: 9,047 shares; 2025Q3: 11,429 shares; 2025Q4: 10,749 shares; 2026Q1: 12,083 shares; 2026Q2: 46,900 shares 46,900 $4.32M 0.01% +34,817 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,219 shares; 2024Q4: 15,698 shares; 2025Q1: 11,680 shares; 2025Q2: 11,411 shares; 2025Q3: 11,730 shares; 2025Q4: 11,936 shares; 2026Q1: 13,128 shares; 2026Q2: 15,533 shares 15,533 $4.29M 0.01% +2,405 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,225 shares; 2024Q4: 42,856 shares; 2025Q1: 25,831 shares; 2025Q2: 27,745 shares; 2025Q3: 27,397 shares; 2025Q4: 28,816 shares; 2026Q1: 35,040 shares; 2026Q2: 46,620 shares 46,620 $4.28M 0.01% +11,580 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,604 shares; 2024Q4: 44,018 shares; 2025Q1: 35,172 shares; 2025Q2: 27,289 shares; 2025Q3: 22,301 shares; 2025Q4: 21,029 shares; 2026Q1: 20,180 shares; 2026Q2: 23,936 shares 23,936 $4.28M 0.01% +3,756 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,761 shares; 2025Q3: 41,663 shares; 2025Q4: 41,222 shares; 2026Q1: 44,749 shares; 2026Q2: 124,825 shares 124,825 $4.25M 0.01% +80,076 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 72,789 shares; 2025Q1: 72,787 shares; 2025Q2: 72,869 shares; 2025Q3: 72,733 shares; 2025Q4: 74,614 shares; 2026Q1: 75,428 shares; 2026Q2: 74,254 shares 74,254 $4.24M 0.01% -1,174 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,279 shares; 2024Q4: 32,220 shares; 2025Q1: 31,153 shares; 2025Q2: 30,755 shares; 2025Q3: 30,091 shares; 2025Q4: 28,778 shares; 2026Q1: 29,096 shares; 2026Q2: 33,973 shares 33,973 $4.23M 0.01% +4,877 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,606 shares; 2024Q4: 27,322 shares; 2025Q1: 28,225 shares; 2025Q2: 40,821 shares; 2025Q3: 39,400 shares; 2025Q4: 26,382 shares; 2026Q1: 33,768 shares; 2026Q2: 72,912 shares 72,912 $4.23M 0.01% +39,144 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,128 shares; 2024Q4: 10,184 shares; 2025Q1: 7,029 shares; 2025Q2: 9,546 shares; 2025Q3: 13,395 shares; 2025Q4: 14,082 shares; 2026Q1: 15,902 shares; 2026Q2: 28,346 shares 28,346 $4.19M 0.01% +12,444 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,524 shares; 2024Q4: 16,953 shares; 2025Q1: 5,354 shares; 2025Q2: 5,407 shares; 2025Q3: 6,280 shares; 2025Q4: 6,593 shares; 2026Q1: 8,160 shares; 2026Q2: 18,855 shares 18,855 $4.19M 0.01% +10,695 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 658 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 569 shares; 2026Q1: 612 shares; 2026Q2: 8,053 shares 8,053 $4.19M 0.01% +7,441 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,118 shares; 2024Q4: 48,822 shares; 2025Q1: 17,496 shares; 2025Q2: 18,259 shares; 2025Q3: 18,427 shares; 2025Q4: 18,392 shares; 2026Q1: 19,384 shares; 2026Q2: 18,722 shares 18,722 $4.14M 0.01% -662 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 399,785 shares 399,785 $4.13M 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,759 shares; 2024Q4: 31,253 shares; 2025Q1: 30,910 shares; 2025Q2: 31,834 shares; 2025Q3: 36,775 shares; 2025Q4: 41,298 shares; 2026Q1: 47,157 shares; 2026Q2: 54,430 shares 54,430 $4.11M 0.01% +7,273 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,051 shares; 2024Q4: 1,962 shares; 2025Q1: 1,508 shares; 2025Q2: 1,851 shares; 2025Q3: 2,587 shares; 2025Q4: 1,959 shares; 2026Q1: 3,308 shares; 2026Q2: 21,867 shares 21,867 $4.1M 0.01% +18,559 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,480 shares; 2024Q4: 19,405 shares; 2025Q1: not reported; 2025Q2: 56,404 shares; 2025Q3: 55,395 shares; 2025Q4: not reported; 2026Q1: 53,787 shares; 2026Q2: 53,751 shares 53,751 $4.09M 0.01% -36 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,224 shares; 2024Q4: 15,911 shares; 2025Q1: 15,934 shares; 2025Q2: 16,751 shares; 2025Q3: 17,104 shares; 2025Q4: 20,362 shares; 2026Q1: 24,765 shares; 2026Q2: 33,833 shares 33,833 $4.04M 0.01% +9,068 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,205 shares; 2024Q4: 12,539 shares; 2025Q1: 11,747 shares; 2025Q2: 12,759 shares; 2025Q3: 13,833 shares; 2025Q4: 15,319 shares; 2026Q1: 16,963 shares; 2026Q2: 33,983 shares 33,983 $4.01M 0.01% +17,020 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,052 shares; 2025Q3: 15,102 shares; 2025Q4: 3,600 shares; 2026Q1: 14,578 shares; 2026Q2: 55,780 shares 55,780 $4.01M 0.01% +41,202 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,740 shares; 2026Q1: 23,780 shares; 2026Q2: 47,531 shares 47,531 $4M 0.01% +23,751 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 1,704 shares; 2025Q1: 1,238 shares; 2025Q2: 1,282 shares; 2025Q3: 852 shares; 2025Q4: 673 shares; 2026Q1: 8,566 shares; 2026Q2: 10,991 shares 10,991 $3.99M 0.01% +2,425 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,235 shares; 2024Q4: 84,525 shares; 2025Q1: 73,469 shares; 2025Q2: 64,912 shares; 2025Q3: 63,150 shares; 2025Q4: 66,103 shares; 2026Q1: 73,173 shares; 2026Q2: 147,488 shares 147,488 $3.99M 0.01% +74,315 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,755 shares 88,755 $3.98M 0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,743 shares; 2025Q1: 5,540 shares; 2025Q2: 4,606 shares; 2025Q3: 6,112 shares; 2025Q4: 5,438 shares; 2026Q1: 5,548 shares; 2026Q2: 71,825 shares 71,825 $3.96M 0.01% +66,277 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 873 shares; 2025Q1: 753 shares; 2025Q2: 771 shares; 2025Q3: 749 shares; 2025Q4: 705 shares; 2026Q1: 768 shares; 2026Q2: 3,108 shares 3,108 $3.92M 0.01% +2,340 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,387 shares; 2024Q4: 6,816 shares; 2025Q1: 6,915 shares; 2025Q2: 9,696 shares; 2025Q3: 9,456 shares; 2025Q4: 11,157 shares; 2026Q1: 10,438 shares; 2026Q2: 37,026 shares 37,026 $3.87M 0.01% +26,588 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,256 shares; 2024Q4: 45,501 shares; 2025Q1: 41,548 shares; 2025Q2: 45,064 shares; 2025Q3: 42,800 shares; 2025Q4: 40,190 shares; 2026Q1: 45,088 shares; 2026Q2: 53,238 shares 53,238 $3.85M 0.01% +8,150 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,847 shares; 2024Q4: 39,802 shares; 2025Q1: 37,501 shares; 2025Q2: 38,093 shares; 2025Q3: 37,096 shares; 2025Q4: 38,011 shares; 2026Q1: 36,921 shares; 2026Q2: 43,633 shares 43,633 $3.84M 0.01% +6,712 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,733 shares 38,733 $3.84M 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,584 shares; 2024Q4: 70,976 shares; 2025Q1: 17,188 shares; 2025Q2: 19,367 shares; 2025Q3: 20,141 shares; 2025Q4: 21,540 shares; 2026Q1: 24,599 shares; 2026Q2: 26,116 shares 26,116 $3.82M 0.01% +1,517 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,264 shares; 2024Q4: 3,327 shares; 2025Q1: 2,924 shares; 2025Q2: 4,984 shares; 2025Q3: 5,131 shares; 2025Q4: 4,885 shares; 2026Q1: 4,447 shares; 2026Q2: 10,051 shares 10,051 $3.79M 0.01% +5,604 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,251 shares; 2024Q4: 26,393 shares; 2025Q1: 30,058 shares; 2025Q2: 76,965 shares; 2025Q3: 27,582 shares; 2025Q4: 113,228 shares; 2026Q1: 120,238 shares; 2026Q2: 391,297 shares 391,297 $3.77M 0.01% +271,059 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,512 shares; 2024Q4: 15,964 shares; 2025Q1: 3,095 shares; 2025Q2: 3,830 shares; 2025Q3: 3,730 shares; 2025Q4: 4,401 shares; 2026Q1: 6,536 shares; 2026Q2: 8,627 shares 8,627 $3.77M 0.01% +2,091 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,115 shares; 2024Q4: 31,822 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,363 shares; 2026Q1: not reported; 2026Q2: 47,199 shares 47,199 $3.76M 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,097 shares; 2024Q4: 6,361 shares; 2025Q1: 6,440 shares; 2025Q2: 7,399 shares; 2025Q3: 6,193 shares; 2025Q4: 8,623 shares; 2026Q1: 6,631 shares; 2026Q2: 87,157 shares 87,157 $3.75M 0.01% +80,526 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,138 shares; 2024Q4: 10,247 shares; 2025Q1: 18,420 shares; 2025Q2: 39,710 shares; 2025Q3: 45,828 shares; 2025Q4: 48,794 shares; 2026Q1: 48,838 shares; 2026Q2: 117,262 shares 117,262 $3.75M 0.01% +68,424 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,401 shares; 2025Q1: 1,313 shares; 2025Q2: 1,534 shares; 2025Q3: 1,583 shares; 2025Q4: 1,605 shares; 2026Q1: 1,920 shares; 2026Q2: 3,896 shares 3,896 $3.71M 0.01% +1,976 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,979 shares; 2024Q4: 18,629 shares; 2025Q1: 9,753 shares; 2025Q2: 12,733 shares; 2025Q3: not reported; 2025Q4: 11,354 shares; 2026Q1: 14,810 shares; 2026Q2: 118,190 shares 118,190 $3.69M 0.01% +103,380 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,387 shares; 2024Q4: 12,823 shares; 2025Q1: 12,405 shares; 2025Q2: 13,201 shares; 2025Q3: 12,537 shares; 2025Q4: 12,582 shares; 2026Q1: 13,259 shares; 2026Q2: 14,676 shares 14,676 $3.65M 0.01% +1,417 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,253 shares; 2024Q4: 29,312 shares; 2025Q1: 20,475 shares; 2025Q2: 23,751 shares; 2025Q3: 24,094 shares; 2025Q4: 24,468 shares; 2026Q1: 29,943 shares; 2026Q2: 27,500 shares 27,500 $3.65M 0.01% -2,443 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,664 shares; 2024Q4: 7,550 shares; 2025Q1: 6,384 shares; 2025Q2: 9,505 shares; 2025Q3: 9,184 shares; 2025Q4: 9,408 shares; 2026Q1: 10,596 shares; 2026Q2: 19,807 shares 19,807 $3.64M 0.01% +9,211 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,188 shares; 2024Q4: 162,015 shares; 2025Q1: 160,548 shares; 2025Q2: 160,297 shares; 2025Q3: 156,297 shares; 2025Q4: 157,072 shares; 2026Q1: 157,081 shares; 2026Q2: 314,670 shares 314,670 $3.61M 0.01% +157,589 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,535 shares; 2024Q4: 30,542 shares; 2025Q1: 10,290 shares; 2025Q2: 6,346 shares; 2025Q3: 6,802 shares; 2025Q4: 9,196 shares; 2026Q1: 6,133 shares; 2026Q2: 57,972 shares 57,972 $3.61M 0.01% +51,839 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,363 shares; 2024Q4: 27,921 shares; 2025Q1: 21,386 shares; 2025Q2: 24,635 shares; 2025Q3: 25,495 shares; 2025Q4: 27,084 shares; 2026Q1: 30,192 shares; 2026Q2: 28,355 shares 28,355 $3.6M 0.01% -1,837 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,710 shares; 2024Q4: 7,829 shares; 2025Q1: 6,281 shares; 2025Q2: 7,216 shares; 2025Q3: 7,195 shares; 2025Q4: 5,687 shares; 2026Q1: 8,128 shares; 2026Q2: 23,094 shares 23,094 $3.6M 0.01% +14,966 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,781 shares; 2024Q4: 9,520 shares; 2025Q1: 8,798 shares; 2025Q2: 9,804 shares; 2025Q3: 9,752 shares; 2025Q4: 8,894 shares; 2026Q1: 10,513 shares; 2026Q2: 12,241 shares 12,241 $3.59M 0.01% +1,728 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,432 shares; 2025Q3: 21,386 shares; 2025Q4: 21,194 shares; 2026Q1: 26,105 shares; 2026Q2: 46,910 shares 46,910 $3.59M 0.01% +20,805 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,522 shares; 2024Q4: 6,158 shares; 2025Q1: 5,974 shares; 2025Q2: 5,714 shares; 2025Q3: 6,774 shares; 2025Q4: 7,102 shares; 2026Q1: 7,124 shares; 2026Q2: 44,734 shares 44,734 $3.57M 0.01% +37,610 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,622 shares; 2024Q4: 8,126 shares; 2025Q1: 7,283 shares; 2025Q2: 9,727 shares; 2025Q3: 9,030 shares; 2025Q4: 11,917 shares; 2026Q1: 16,173 shares; 2026Q2: 68,581 shares 68,581 $3.55M 0.01% +52,408 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 1,729 shares; 2025Q1: 1,629 shares; 2025Q2: 1,689 shares; 2025Q3: 1,687 shares; 2025Q4: 1,975 shares; 2026Q1: 2,301 shares; 2026Q2: 21,718 shares 21,718 $3.54M 0.01% +19,417 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,252 shares; 2025Q2: 15,292 shares; 2025Q3: 15,671 shares; 2025Q4: 13,284 shares; 2026Q1: 15,770 shares; 2026Q2: 84,846 shares 84,846 $3.53M 0.01% +69,076 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,739 shares; 2024Q4: 36,940 shares; 2025Q1: 11,595 shares; 2025Q2: 11,710 shares; 2025Q3: 12,064 shares; 2025Q4: 13,103 shares; 2026Q1: 13,610 shares; 2026Q2: 14,618 shares 14,618 $3.47M 0.01% +1,008 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 2,821 shares; 2025Q1: 1,910 shares; 2025Q2: 2,421 shares; 2025Q3: 3,389 shares; 2025Q4: 3,987 shares; 2026Q1: 4,780 shares; 2026Q2: 6,317 shares 6,317 $3.47M 0.01% +1,537 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,887 shares; 2024Q4: 21,690 shares; 2025Q1: not reported; 2025Q2: 2,321 shares; 2025Q3: 2,961 shares; 2025Q4: not reported; 2026Q1: 3,325 shares; 2026Q2: 42,800 shares 42,800 $3.44M 0.01% +39,475 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,558 shares; 2024Q4: 53,404 shares; 2025Q1: 25,911 shares; 2025Q2: 34,760 shares; 2025Q3: 35,383 shares; 2025Q4: 34,907 shares; 2026Q1: 37,747 shares; 2026Q2: 44,402 shares 44,402 $3.44M 0.01% +6,655 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,018 shares; 2024Q4: 27,558 shares; 2025Q1: 26,763 shares; 2025Q2: 27,335 shares; 2025Q3: 26,662 shares; 2025Q4: 26,769 shares; 2026Q1: 26,769 shares; 2026Q2: 29,350 shares 29,350 $3.43M 0.01% +2,581 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,741 shares; 2025Q3: 139,060 shares; 2025Q4: 132,575 shares; 2026Q1: 116,747 shares; 2026Q2: 93,449 shares 93,449 $3.42M 0.01% -23,298 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,896 shares; 2024Q4: 56,045 shares; 2025Q1: 21,365 shares; 2025Q2: 21,212 shares; 2025Q3: 21,764 shares; 2025Q4: 20,952 shares; 2026Q1: 19,876 shares; 2026Q2: 19,051 shares 19,051 $3.41M 0.01% -825 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,219 shares; 2024Q4: 6,076 shares; 2025Q1: 5,490 shares; 2025Q2: 5,629 shares; 2025Q3: 5,543 shares; 2025Q4: 5,377 shares; 2026Q1: 5,786 shares; 2026Q2: 11,442 shares 11,442 $3.4M 0.01% +5,656 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,793 shares; 2024Q4: 19,438 shares; 2025Q1: 19,044 shares; 2025Q2: 20,572 shares; 2025Q3: 20,224 shares; 2025Q4: 20,072 shares; 2026Q1: 28,563 shares; 2026Q2: 64,118 shares 64,118 $3.38M 0.01% +35,555 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,925 shares; 2024Q4: 13,149 shares; 2025Q1: 12,373 shares; 2025Q2: 12,593 shares; 2025Q3: 12,712 shares; 2025Q4: 13,327 shares; 2026Q1: 12,825 shares; 2026Q2: 13,333 shares 13,333 $3.36M 0.01% +508 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,848 shares; 2024Q4: 31,047 shares; 2025Q1: 11,248 shares; 2025Q2: 13,118 shares; 2025Q3: 17,005 shares; 2025Q4: 17,534 shares; 2026Q1: 19,633 shares; 2026Q2: 42,132 shares 42,132 $3.36M 0.01% +22,499 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,640 shares; 2024Q4: 47,605 shares; 2025Q1: 10,203 shares; 2025Q2: 10,801 shares; 2025Q3: 10,848 shares; 2025Q4: 9,613 shares; 2026Q1: 10,322 shares; 2026Q2: 21,125 shares 21,125 $3.34M 0.01% +10,803 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,567 shares; 2024Q4: 24,407 shares; 2025Q1: 28,296 shares; 2025Q2: 29,308 shares; 2025Q3: 28,541 shares; 2025Q4: 28,593 shares; 2026Q1: 27,800 shares; 2026Q2: 59,391 shares 59,391 $3.34M 0.01% +31,591 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,571 shares; 2024Q4: 10,122 shares; 2025Q1: 13,926 shares; 2025Q2: 16,343 shares; 2025Q3: 18,908 shares; 2025Q4: 34,660 shares; 2026Q1: 56,000 shares; 2026Q2: 66,480 shares 66,480 $3.33M 0.01% +10,480 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,716 shares; 2024Q4: 4,440 shares; 2025Q1: 3,444 shares; 2025Q2: 3,646 shares; 2025Q3: 3,628 shares; 2025Q4: 3,782 shares; 2026Q1: 3,986 shares; 2026Q2: 10,985 shares 10,985 $3.31M 0.01% +6,999 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,666 shares; 2024Q4: 14,690 shares; 2025Q1: 5,140 shares; 2025Q2: 5,474 shares; 2025Q3: 6,657 shares; 2025Q4: 7,690 shares; 2026Q1: 7,665 shares; 2026Q2: 16,095 shares 16,095 $3.31M 0.01% +8,430 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,165 shares; 2024Q4: 5,771 shares; 2025Q1: 4,548 shares; 2025Q2: 6,500 shares; 2025Q3: 5,917 shares; 2025Q4: 3,793 shares; 2026Q1: 5,663 shares; 2026Q2: 18,518 shares 18,518 $3.3M 0.01% +12,855 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,659 shares; 2024Q4: 89,644 shares; 2025Q1: 11,581 shares; 2025Q2: 13,018 shares; 2025Q3: 18,606 shares; 2025Q4: 21,885 shares; 2026Q1: 23,343 shares; 2026Q2: 38,763 shares 38,763 $3.26M 0.01% +15,420 Timeline