ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,479,498 shares; 2025Q1: 3,489,882 shares; 2025Q2: 3,537,670 shares; 2025Q3: 3,604,140 shares; 2025Q4: 3,638,230 shares; 2026Q1: 4,042,349 shares; 2026Q2: 4,070,270 shares; 2026Q3: 3,998,550 shares 3,998,550 $665M 16.6% -71,720 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,022,430 shares; 2025Q1: 3,092,836 shares; 2025Q2: 3,155,331 shares; 2025Q3: 3,473,163 shares; 2025Q4: 3,638,668 shares; 2026Q1: 4,114,974 shares; 2026Q2: 4,261,394 shares; 2026Q3: 4,695,257 shares 4,695,257 $444M 11.08% +433,863 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; 2024Q4: 1,866,109 shares; 2025Q1: 1,866,815 shares; 2025Q2: 1,866,322 shares; 2025Q3: 1,720,790 shares; 2025Q4: 1,741,344 shares; 2026Q1: 1,975,417 shares; 2026Q2: 1,998,523 shares; 2026Q3: 1,982,913 shares 1,982,913 $288M 7.18% -15,610 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,001,702 shares; 2025Q1: 4,092,523 shares; 2025Q2: 4,120,866 shares; 2025Q3: 4,424,772 shares; 2025Q4: 4,631,033 shares; 2026Q1: 5,234,998 shares; 2026Q2: 5,503,503 shares; 2026Q3: 6,051,951 shares 6,051,951 $267M 6.66% +548,448 Timeline GSIE 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; 2024Q4: 4,527,786 shares; 2025Q1: 4,550,788 shares; 2025Q2: 4,494,944 shares; 2025Q3: 4,401,595 shares; 2025Q4: 4,478,415 shares; 2026Q1: 4,858,335 shares; 2026Q2: 4,972,665 shares; 2026Q3: 5,128,697 shares 5,128,697 $235M 5.87% +156,032 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,973,566 shares; 2025Q1: 1,976,940 shares; 2025Q2: 1,978,894 shares; 2025Q3: 2,488,623 shares; 2025Q4: 2,529,572 shares; 2026Q1: 2,891,969 shares; 2026Q2: 2,927,890 shares; 2026Q3: 2,860,041 shares 2,860,041 $223M 5.56% -67,849 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; 2024Q4: 732,687 shares; 2025Q1: 908,659 shares; 2025Q2: 1,170,658 shares; 2025Q3: 1,319,988 shares; 2025Q4: 1,546,940 shares; 2026Q1: 1,833,652 shares; 2026Q2: 2,091,615 shares; 2026Q3: 6,835,181 shares 6,835,181 $205M 5.12% +4,743,566 Timeline GEM 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; 2024Q4: 3,291,658 shares; 2025Q1: 3,339,240 shares; 2025Q2: 3,303,512 shares; 2025Q3: 3,220,033 shares; 2025Q4: 3,242,190 shares; 2026Q1: 3,345,899 shares; 2026Q2: 3,357,316 shares; 2026Q3: 3,274,394 shares 3,274,394 $167M 4.18% -82,922 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; 2024Q4: 102,400 shares; 2025Q1: 132,459 shares; 2025Q2: 174,811 shares; 2025Q3: 538,877 shares; 2025Q4: 552,458 shares; 2026Q1: 615,408 shares; 2026Q2: 2,511,036 shares; 2026Q3: 1,699,485 shares 1,699,485 $133M 3.33% -811,551 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,238,180 shares; 2025Q1: 1,244,543 shares; 2025Q2: 1,223,169 shares; 2025Q3: 1,209,144 shares; 2025Q4: 1,215,200 shares; 2026Q1: 1,271,070 shares; 2026Q2: 1,283,865 shares; 2026Q3: 1,329,530 shares 1,329,530 $129M 3.22% +45,665 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; 2024Q4: 6,503,133 shares; 2025Q1: 6,566,707 shares; 2025Q2: 6,610,640 shares; 2025Q3: 7,453,163 shares; 2025Q4: 7,636,200 shares; 2026Q1: 6,701,694 shares; 2026Q2: 6,921,377 shares; 2026Q3: 6,673,353 shares 6,673,353 $129M 3.22% -248,024 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,195,409 shares; 2025Q1: 2,244,687 shares; 2025Q2: 2,291,910 shares; 2025Q3: 2,540,665 shares; 2025Q4: 2,710,205 shares; 2026Q1: 3,090,034 shares; 2026Q2: 3,203,583 shares; 2026Q3: 3,510,960 shares 3,510,960 $125M 3.13% +307,377 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,311,960 shares; 2025Q1: 1,350,526 shares; 2025Q2: 1,396,782 shares; 2025Q3: 1,407,228 shares; 2025Q4: 1,439,528 shares; 2026Q1: 1,440,403 shares; 2026Q2: 1,393,406 shares; 2026Q3: 1,391,623 shares 1,391,623 $113M 2.82% -1,783 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 707,297 shares; 2025Q1: 726,829 shares; 2025Q2: 740,299 shares; 2025Q3: 783,001 shares; 2025Q4: 803,903 shares; 2026Q1: 906,584 shares; 2026Q2: 937,805 shares; 2026Q3: 1,008,486 shares 1,008,486 $91.6M 2.29% +70,681 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,561,945 shares 1,561,945 $73.9M 1.85% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,142 shares; 2025Q1: 89,194 shares; 2025Q2: 57,030 shares; 2025Q3: 66,125 shares; 2025Q4: 68,496 shares; 2026Q1: 77,493 shares; 2026Q2: 94,718 shares; 2026Q3: 96,036 shares 96,036 $73.5M 1.84% +1,318 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 706,015 shares; 2025Q1: 721,295 shares; 2025Q2: 741,743 shares; 2025Q3: 372,911 shares; 2025Q4: 402,981 shares; 2026Q1: 433,280 shares; 2026Q2: 403,881 shares; 2026Q3: 412,256 shares 412,256 $56.1M 1.4% +8,375 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; 2024Q4: 66,414 shares; 2025Q1: 66,076 shares; 2025Q2: 66,349 shares; 2025Q3: 66,404 shares; 2025Q4: 66,682 shares; 2026Q1: 64,753 shares; 2026Q2: 64,400 shares; 2026Q3: 64,535 shares 64,535 $45.2M 1.13% +135 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; 2024Q4: 542,592 shares; 2025Q1: 571,599 shares; 2025Q2: 607,058 shares; 2025Q3: 629,547 shares; 2025Q4: 664,539 shares; 2026Q1: 713,109 shares; 2026Q2: 756,494 shares; 2026Q3: 804,423 shares 804,423 $40.4M 1.01% +47,929 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; 2024Q4: 557,629 shares; 2025Q1: 549,578 shares; 2025Q2: 537,607 shares; 2025Q3: 519,033 shares; 2025Q4: 514,163 shares; 2026Q1: 479,118 shares; 2026Q2: 476,632 shares; 2026Q3: 474,485 shares 474,485 $33.5M 0.84% -2,147 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; 2024Q4: 355,153 shares; 2025Q1: 341,551 shares; 2025Q2: 325,115 shares; 2025Q3: 312,109 shares; 2025Q4: 291,165 shares; 2026Q1: 288,268 shares; 2026Q2: 281,572 shares; 2026Q3: 271,829 shares 271,829 $25M 0.62% -9,743 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,138 shares; 2025Q1: 69,497 shares; 2025Q2: 95,048 shares; 2025Q3: 110,496 shares; 2025Q4: 132,871 shares; 2026Q1: 157,244 shares; 2026Q2: 176,920 shares; 2026Q3: 199,162 shares 199,162 $17M 0.43% +22,242 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; 2024Q4: 455,128 shares; 2025Q1: 454,693 shares; 2025Q2: 484,543 shares; 2025Q3: 508,420 shares; 2025Q4: 533,811 shares; 2026Q1: 570,377 shares; 2026Q2: 620,079 shares; 2026Q3: 656,390 shares 656,390 $16M 0.4% +36,311 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; 2024Q4: 528,358 shares; 2025Q1: 568,911 shares; 2025Q2: 584,815 shares; 2025Q3: 528,624 shares; 2025Q4: 515,373 shares; 2026Q1: 522,955 shares; 2026Q2: 523,931 shares; 2026Q3: 521,799 shares 521,799 $15.3M 0.38% -2,132 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; 2024Q4: 282,695 shares; 2025Q1: 279,610 shares; 2025Q2: 281,483 shares; 2025Q3: 270,375 shares; 2025Q4: 268,704 shares; 2026Q1: 256,383 shares; 2026Q2: 252,981 shares; 2026Q3: 250,698 shares 250,698 $14.9M 0.37% -2,283 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; 2024Q4: 298,641 shares; 2025Q1: 300,194 shares; 2025Q2: 265,554 shares; 2025Q3: 267,064 shares; 2025Q4: 283,807 shares; 2026Q1: 309,187 shares; 2026Q2: 310,749 shares; 2026Q3: 314,013 shares 314,013 $14.7M 0.37% +3,264 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; 2024Q4: 156,898 shares; 2025Q1: 155,904 shares; 2025Q2: 157,488 shares; 2025Q3: 158,199 shares; 2025Q4: 165,762 shares; 2026Q1: 181,550 shares; 2026Q2: 183,517 shares; 2026Q3: 186,155 shares 186,155 $14.2M 0.36% +2,638 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; 2024Q4: 355,053 shares; 2025Q1: 340,082 shares; 2025Q2: 323,023 shares; 2025Q3: 308,349 shares; 2025Q4: 291,685 shares; 2026Q1: 286,774 shares; 2026Q2: 281,548 shares; 2026Q3: 272,825 shares 272,825 $14.1M 0.35% -8,723 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; 2024Q4: 552,378 shares; 2025Q1: 566,906 shares; 2025Q2: 541,624 shares; 2025Q3: 484,205 shares; 2025Q4: 464,507 shares; 2026Q1: 458,511 shares; 2026Q2: 456,464 shares; 2026Q3: 492,997 shares 492,997 $13.5M 0.34% +36,533 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,226 shares; 2025Q1: 94,480 shares; 2025Q2: 84,919 shares; 2025Q3: 80,835 shares; 2025Q4: 82,850 shares; 2026Q1: 87,339 shares; 2026Q2: 84,432 shares; 2026Q3: 87,199 shares 87,199 $12.4M 0.31% +2,767 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,076 shares; 2025Q1: 170,481 shares; 2025Q2: 170,274 shares; 2025Q3: 199,473 shares; 2025Q4: 202,830 shares; 2026Q1: 169,694 shares; 2026Q2: 168,621 shares; 2026Q3: 173,173 shares 173,173 $12M 0.3% +4,552 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; 2024Q4: 378,352 shares; 2025Q1: 389,704 shares; 2025Q2: 379,446 shares; 2025Q3: 338,807 shares; 2025Q4: 331,347 shares; 2026Q1: 326,253 shares; 2026Q2: 326,107 shares; 2026Q3: 325,726 shares 325,726 $11.9M 0.3% -381 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; 2024Q4: 214,295 shares; 2025Q1: 51,467 shares; 2025Q2: 108,452 shares; 2025Q3: 113,482 shares; 2025Q4: 118,560 shares; 2026Q1: 66,638 shares; 2026Q2: 110,263 shares; 2026Q3: 93,842 shares 93,842 $11.6M 0.29% -16,421 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; 2024Q4: 427,119 shares; 2025Q1: 442,544 shares; 2025Q2: 441,479 shares; 2025Q3: 426,419 shares; 2025Q4: 469,825 shares; 2026Q1: 467,808 shares; 2026Q2: 482,157 shares; 2026Q3: 507,775 shares 507,775 $11.2M 0.28% +25,618 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; 2024Q4: 112,203 shares; 2025Q1: 111,915 shares; 2025Q2: 115,603 shares; 2025Q3: 114,036 shares; 2025Q4: 114,266 shares; 2026Q1: 125,857 shares; 2026Q2: 130,756 shares; 2026Q3: 139,010 shares 139,010 $10.1M 0.25% +8,254 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,642 shares; 2025Q1: 35,291 shares; 2025Q2: 40,768 shares; 2025Q3: 42,313 shares; 2025Q4: 56,540 shares; 2026Q1: 53,694 shares; 2026Q2: 42,796 shares; 2026Q3: 43,794 shares 43,794 $10M 0.25% +998 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; 2024Q4: 33,649 shares; 2025Q1: 34,765 shares; 2025Q2: 35,684 shares; 2025Q3: 34,117 shares; 2025Q4: 37,479 shares; 2026Q1: 39,727 shares; 2026Q2: 39,529 shares; 2026Q3: 40,252 shares 40,252 $8.7M 0.22% +723 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; 2024Q4: 27,964 shares; 2025Q1: 26,777 shares; 2025Q2: 26,260 shares; 2025Q3: 24,664 shares; 2025Q4: 23,744 shares; 2026Q1: 22,667 shares; 2026Q2: 22,344 shares; 2026Q3: 21,984 shares 21,984 $8.18M 0.2% -360 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,984 shares; 2025Q1: 49,989 shares; 2025Q2: 50,946 shares; 2025Q3: 54,104 shares; 2025Q4: 54,754 shares; 2026Q1: 287,200 shares; 2026Q2: 314,903 shares; 2026Q3: 325,172 shares 325,172 $7.11M 0.18% +10,269 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,943 shares; 2025Q1: 89,610 shares; 2025Q2: 122,337 shares; 2025Q3: 147,732 shares; 2025Q4: 184,136 shares; 2026Q1: 218,945 shares; 2026Q2: 263,612 shares; 2026Q3: 303,575 shares 303,575 $6.86M 0.17% +39,963 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,053 shares; 2025Q1: 132,045 shares; 2025Q2: 133,322 shares; 2025Q3: 132,989 shares; 2025Q4: 136,044 shares; 2026Q1: 148,163 shares; 2026Q2: 148,909 shares; 2026Q3: 150,631 shares 150,631 $6.69M 0.17% +1,722 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,598 shares; 2025Q1: 83,551 shares; 2025Q2: 84,747 shares; 2025Q3: 84,448 shares; 2025Q4: 87,477 shares; 2026Q1: 97,467 shares; 2026Q2: 98,063 shares; 2026Q3: 100,014 shares 100,014 $6.27M 0.16% +1,951 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,812 shares; 2025Q1: 17,123 shares; 2025Q2: 17,340 shares; 2025Q3: 16,946 shares; 2025Q4: 16,245 shares; 2026Q1: 16,146 shares; 2026Q2: 15,111 shares; 2026Q3: 14,912 shares 14,912 $6.21M 0.15% -199 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,135 shares; 2025Q1: 41,240 shares; 2025Q2: 36,810 shares; 2025Q3: 5,308 shares; 2025Q4: 2,565 shares; 2026Q1: 46,387 shares; 2026Q2: 48,755 shares; 2026Q3: 49,023 shares 49,023 $5.87M 0.15% +268 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,115 shares; 2026Q2: 4,086 shares; 2026Q3: 76,292 shares 76,292 $5.77M 0.14% +72,206 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,860 shares; 2026Q3: 158,095 shares 158,095 $5.75M 0.14% +50,235 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; 2024Q4: 611,608 shares; 2025Q1: 586,476 shares; 2025Q2: 556,928 shares; 2025Q3: 28,680 shares; 2025Q4: 28,639 shares; 2026Q1: 24,811 shares; 2026Q2: 24,590 shares; 2026Q3: 24,690 shares 24,690 $5.72M 0.14% +100 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,665 shares; 2025Q3: 131,466 shares; 2025Q4: 139,420 shares; 2026Q1: 146,885 shares; 2026Q2: 113,468 shares; 2026Q3: 117,149 shares 117,149 $5.53M 0.14% +3,681 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,302 shares; 2025Q1: 89,047 shares; 2025Q2: 86,791 shares; 2025Q3: 83,654 shares; 2025Q4: 83,599 shares; 2026Q1: 82,538 shares; 2026Q2: 81,612 shares; 2026Q3: 77,359 shares 77,359 $5.43M 0.14% -4,253 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,877 shares; 2026Q2: 89,141 shares; 2026Q3: 101,066 shares 101,066 $4.95M 0.12% +11,925 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,295 shares; 2025Q1: 118,953 shares; 2025Q2: 123,649 shares; 2025Q3: 120,792 shares; 2025Q4: 118,114 shares; 2026Q1: 118,892 shares; 2026Q2: 115,189 shares; 2026Q3: 114,138 shares 114,138 $4.74M 0.12% -1,051 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,489 shares; 2025Q1: 36,343 shares; 2025Q2: 54,951 shares; 2025Q3: 65,997 shares; 2025Q4: 63,485 shares; 2026Q1: 58,607 shares; 2026Q2: 47,481 shares; 2026Q3: 49,689 shares 49,689 $4.58M 0.11% +2,208 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 147,878 shares; 2026Q3: 152,769 shares 152,769 $4.56M 0.11% +4,891 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,379 shares; 2025Q1: 53,243 shares; 2025Q2: 51,809 shares; 2025Q3: 54,504 shares; 2025Q4: 55,966 shares; 2026Q1: 57,430 shares; 2026Q2: 57,713 shares; 2026Q3: 54,867 shares 54,867 $4.46M 0.11% -2,846 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; 2024Q4: 12,224 shares; 2025Q1: 12,707 shares; 2025Q2: 13,721 shares; 2025Q3: 12,216 shares; 2025Q4: 12,034 shares; 2026Q1: 13,350 shares; 2026Q2: 12,715 shares; 2026Q3: 12,388 shares 12,388 $4.36M 0.11% -327 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; 2024Q4: 136,967 shares; 2025Q1: 130,996 shares; 2025Q2: 95,996 shares; 2025Q3: 48,229 shares; 2025Q4: 55,405 shares; 2026Q1: 68,472 shares; 2026Q2: 80,055 shares; 2026Q3: 90,356 shares 90,356 $4.28M 0.11% +10,301 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; 2024Q4: 7,278 shares; 2025Q1: 17,855 shares; 2025Q2: 23,790 shares; 2025Q3: 23,859 shares; 2025Q4: 26,487 shares; 2026Q1: 29,179 shares; 2026Q2: 50,028 shares; 2026Q3: 73,869 shares 73,869 $4.19M 0.1% +23,841 Timeline PCY 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; 2024Q4: 184,811 shares; 2025Q1: 189,175 shares; 2025Q2: 195,065 shares; 2025Q3: 176,639 shares; 2025Q4: 181,805 shares; 2026Q1: 184,022 shares; 2026Q2: 190,633 shares; 2026Q3: 194,816 shares 194,816 $3.87M 0.1% +4,183 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 70,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,352 shares; 2026Q1: 40,777 shares; 2026Q2: not reported; 2026Q3: 35,039 shares 35,039 $3.84M 0.1% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,509 shares; 2026Q3: 74,478 shares 74,478 $3.73M 0.09% +5,969 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,548 shares; 2025Q1: 164,852 shares; 2025Q2: 191,010 shares; 2025Q3: 190,767 shares; 2025Q4: 180,749 shares; 2026Q1: 155,536 shares; 2026Q2: 155,594 shares; 2026Q3: 144,119 shares 144,119 $3.73M 0.09% -11,475 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,948 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,460 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,589 shares 12,589 $3.71M 0.09% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,049 shares; 2025Q1: 49,723 shares; 2025Q2: 51,745 shares; 2025Q3: 51,391 shares; 2025Q4: 51,163 shares; 2026Q1: 47,049 shares; 2026Q2: 45,034 shares; 2026Q3: 44,425 shares 44,425 $3.63M 0.09% -609 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,437 shares; 2026Q2: 117,322 shares; 2026Q3: 113,681 shares 113,681 $3.55M 0.09% -3,641 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,246 shares; 2025Q1: 15,859 shares; 2025Q2: 18,339 shares; 2025Q3: 24,574 shares; 2025Q4: 22,160 shares; 2026Q1: 22,286 shares; 2026Q2: 21,765 shares; 2026Q3: 20,459 shares 20,459 $3.41M 0.09% -1,306 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,253 shares; 2025Q2: 112,823 shares; 2025Q3: 113,216 shares; 2025Q4: 116,387 shares; 2026Q1: 121,444 shares; 2026Q2: 74,868 shares; 2026Q3: 77,396 shares 77,396 $3.4M 0.08% +2,528 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134,207 shares; 2025Q1: 107,779 shares; 2025Q2: 152,124 shares; 2025Q3: 126,335 shares; 2025Q4: 118,268 shares; 2026Q1: 108,676 shares; 2026Q2: 43,820 shares; 2026Q3: 42,505 shares 42,505 $3.36M 0.08% -1,315 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,452 shares; 2025Q4: 68,576 shares; 2026Q1: 73,681 shares; 2026Q2: 74,859 shares; 2026Q3: 77,084 shares 77,084 $3.28M 0.08% +2,225 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,825 shares; 2025Q1: 36,951 shares; 2025Q2: 49,883 shares; 2025Q3: 63,855 shares; 2025Q4: 74,393 shares; 2026Q1: 92,438 shares; 2026Q2: 109,265 shares; 2026Q3: 137,380 shares 137,380 $3.22M 0.08% +28,115 Timeline PXH 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; 2024Q4: 101,446 shares; 2025Q1: 99,052 shares; 2025Q2: 117,452 shares; 2025Q3: 113,861 shares; 2025Q4: 111,751 shares; 2026Q1: 112,888 shares; 2026Q2: 106,364 shares; 2026Q3: 105,583 shares 105,583 $3.07M 0.08% -781 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; 2024Q4: 98,962 shares; 2025Q1: 103,786 shares; 2025Q2: 105,686 shares; 2025Q3: 111,536 shares; 2025Q4: 121,052 shares; 2026Q1: 121,068 shares; 2026Q2: 123,085 shares; 2026Q3: 126,962 shares 126,962 $3.03M 0.08% +3,877 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,760 shares; 2025Q1: 29,366 shares; 2025Q2: 28,344 shares; 2025Q3: 29,082 shares; 2025Q4: 30,162 shares; 2026Q1: 30,483 shares; 2026Q2: 29,512 shares; 2026Q3: 28,919 shares 28,919 $3.01M 0.08% -593 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,922 shares; 2025Q1: 108,858 shares; 2025Q2: 105,737 shares; 2025Q3: 105,849 shares; 2025Q4: 116,074 shares; 2026Q1: 114,594 shares; 2026Q2: 113,284 shares; 2026Q3: 108,480 shares 108,480 $2.95M 0.07% -4,804 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,472 shares; 2025Q1: 26,597 shares; 2025Q2: 24,318 shares; 2025Q3: 19,127 shares; 2025Q4: 19,811 shares; 2026Q1: 19,277 shares; 2026Q2: 21,235 shares; 2026Q3: 27,847 shares 27,847 $2.82M 0.07% +6,612 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,868 shares; 2025Q1: 45,038 shares; 2025Q2: 56,669 shares; 2025Q3: 56,254 shares; 2025Q4: 58,001 shares; 2026Q1: 56,436 shares; 2026Q2: 53,698 shares; 2026Q3: 38,186 shares 38,186 $2.75M 0.07% -15,512 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,091 shares; 2025Q1: 19,995 shares; 2025Q2: 19,967 shares; 2025Q3: 19,782 shares; 2025Q4: 19,591 shares; 2026Q1: 17,946 shares; 2026Q2: 17,526 shares; 2026Q3: 17,365 shares 17,365 $2.54M 0.06% -161 Timeline PRF 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; 2024Q4: 37,928 shares; 2025Q1: 37,943 shares; 2025Q2: 38,340 shares; 2025Q3: 41,266 shares; 2025Q4: 41,471 shares; 2026Q1: 51,593 shares; 2026Q2: 48,682 shares; 2026Q3: 46,482 shares 46,482 $2.53M 0.06% -2,200 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 627,970 shares; 2025Q1: 650,263 shares; 2025Q2: 672,813 shares; 2025Q3: 740,766 shares; 2025Q4: 752,813 shares; 2026Q1: 38,684 shares; 2026Q2: 49,186 shares; 2026Q3: 50,685 shares 50,685 $2.29M 0.06% +1,499 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,692 shares; 2025Q1: 100,875 shares; 2025Q2: 96,106 shares; 2025Q3: 92,015 shares; 2025Q4: 86,906 shares; 2026Q1: 83,635 shares; 2026Q2: 82,327 shares; 2026Q3: 78,879 shares 78,879 $2.26M 0.06% -3,448 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 649,148 shares; 2025Q1: 668,871 shares; 2025Q2: 673,120 shares; 2025Q3: 667,268 shares; 2025Q4: 670,255 shares; 2026Q1: 29,588 shares; 2026Q2: 28,043 shares; 2026Q3: 27,978 shares 27,978 $1.9M 0.05% -65 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,323 shares; 2025Q1: 79,194 shares; 2025Q2: 80,605 shares; 2025Q3: 86,363 shares; 2025Q4: 88,334 shares; 2026Q1: 74,175 shares; 2026Q2: 36,135 shares; 2026Q3: 35,648 shares 35,648 $1.81M 0.05% -487 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,652 shares; 2025Q1: 9,422 shares; 2025Q2: 11,333 shares; 2025Q3: 12,051 shares; 2025Q4: 13,216 shares; 2026Q1: 13,907 shares; 2026Q2: 13,144 shares; 2026Q3: 13,186 shares 13,186 $1.69M 0.04% +42 Timeline VTEI 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; 2024Q4: not reported; 2025Q1: 3,251 shares; 2025Q2: 7,879 shares; 2025Q3: 13,608 shares; 2025Q4: 14,007 shares; 2026Q1: 15,199 shares; 2026Q2: 16,637 shares; 2026Q3: 17,695 shares 17,695 $1.69M 0.04% +1,058 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,958 shares; 2025Q1: 74,667 shares; 2025Q2: 87,472 shares; 2025Q3: 98,675 shares; 2025Q4: 95,186 shares; 2026Q1: 98,454 shares; 2026Q2: 71,806 shares; 2026Q3: 73,033 shares 73,033 $1.6M 0.04% +1,227 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; 2024Q4: 57,456 shares; 2025Q1: 57,407 shares; 2025Q2: 60,445 shares; 2025Q3: 55,896 shares; 2025Q4: 61,179 shares; 2026Q1: 61,917 shares; 2026Q2: 63,295 shares; 2026Q3: 63,224 shares 63,224 $1.59M 0.04% -71 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,693 shares; 2026Q1: 47,050 shares; 2026Q2: 45,583 shares; 2026Q3: 46,257 shares 46,257 $1.54M 0.04% +674 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; 2024Q4: 9,468 shares; 2025Q1: 10,165 shares; 2025Q2: 12,059 shares; 2025Q3: 6,816 shares; 2025Q4: 6,386 shares; 2026Q1: 5,851 shares; 2026Q2: 5,702 shares; 2026Q3: 5,226 shares 5,226 $1.49M 0.04% -476 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; 2024Q4: 18,054 shares; 2025Q1: 39,070 shares; 2025Q2: 28,800 shares; 2025Q3: 45,800 shares; 2025Q4: 43,938 shares; 2026Q1: 16,560 shares; 2026Q2: 18,924 shares; 2026Q3: 18,965 shares 18,965 $1.48M 0.04% +41 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,403 shares; 2025Q4: 15,998 shares; 2026Q1: 18,059 shares; 2026Q2: 17,285 shares; 2026Q3: 13,652 shares 13,652 $1.46M 0.04% -3,633 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,622 shares; 2025Q1: 31,562 shares; 2025Q2: 30,929 shares; 2025Q3: 26,976 shares; 2025Q4: 16,729 shares; 2026Q1: 16,512 shares; 2026Q2: 16,386 shares; 2026Q3: 16,136 shares 16,136 $1.44M 0.04% -250 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,537 shares; 2025Q1: 69,855 shares; 2025Q2: 66,724 shares; 2025Q3: 64,513 shares; 2025Q4: 61,643 shares; 2026Q1: 58,579 shares; 2026Q2: 57,557 shares; 2026Q3: 55,588 shares 55,588 $1.35M 0.03% -1,969 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 287,430 shares; 2025Q1: 293,175 shares; 2025Q2: 297,302 shares; 2025Q3: 300,859 shares; 2025Q4: 302,215 shares; 2026Q1: 31,430 shares; 2026Q2: 25,545 shares; 2026Q3: 24,974 shares 24,974 $1.35M 0.03% -571 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,371 shares; 2025Q1: 6,801 shares; 2025Q2: 7,568 shares; 2025Q3: 8,444 shares; 2025Q4: 9,668 shares; 2026Q1: 11,430 shares; 2026Q2: 12,724 shares; 2026Q3: 13,141 shares 13,141 $1.33M 0.03% +417 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,526 shares; 2025Q2: 26,167 shares; 2025Q3: 26,278 shares; 2025Q4: 28,477 shares; 2026Q1: 38,528 shares; 2026Q2: 35,494 shares; 2026Q3: 35,740 shares 35,740 $1.31M 0.03% +246 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,254 shares; 2025Q1: 25,313 shares; 2025Q2: 24,401 shares; 2025Q3: 23,655 shares; 2025Q4: 22,798 shares; 2026Q1: 21,851 shares; 2026Q2: 21,243 shares; 2026Q3: 20,610 shares 20,610 $1.27M 0.03% -633 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,822 shares; 2026Q1: 13,524 shares; 2026Q2: 14,404 shares; 2026Q3: 15,004 shares 15,004 $1.26M 0.03% +600 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,045 shares; 2025Q4: 31,057 shares; 2026Q1: 32,218 shares; 2026Q2: 32,519 shares; 2026Q3: 32,411 shares 32,411 $1.18M 0.03% -108 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; 2024Q4: 4,685 shares; 2025Q1: 5,279 shares; 2025Q2: 5,891 shares; 2025Q3: 6,181 shares; 2025Q4: 6,716 shares; 2026Q1: 6,054 shares; 2026Q2: 6,743 shares; 2026Q3: 7,112 shares 7,112 $1.1M 0.03% +369 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 233,325 shares; 2025Q1: 231,727 shares; 2025Q2: 231,283 shares; 2025Q3: 226,716 shares; 2025Q4: 233,148 shares; 2026Q1: 11,780 shares; 2026Q2: 11,868 shares; 2026Q3: 12,077 shares 12,077 $1.02M 0.03% +209 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,893 shares; 2025Q1: 19,986 shares; 2025Q2: 22,005 shares; 2025Q3: 21,799 shares; 2025Q4: 22,512 shares; 2026Q1: 24,179 shares; 2026Q2: 25,285 shares; 2026Q3: 28,737 shares 28,737 $1.01M 0.03% +3,452 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,214 shares; 2025Q1: 47,622 shares; 2025Q2: 47,265 shares; 2025Q3: 38,889 shares; 2025Q4: 44,637 shares; 2026Q1: 44,533 shares; 2026Q2: 44,919 shares; 2026Q3: 44,022 shares 44,022 $970K 0.02% -897 Timeline MBBA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,987 shares 19,987 $938K 0.02% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,203 shares; 2025Q1: 10,828 shares; 2025Q2: 9,885 shares; 2025Q3: 9,973 shares; 2025Q4: 10,089 shares; 2026Q1: 10,371 shares; 2026Q2: 10,878 shares; 2026Q3: 11,799 shares 11,799 $890K 0.02% +921 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,853 shares; 2026Q3: 35,836 shares 35,836 $875K 0.02% +983 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,615 shares; 2025Q1: 17,789 shares; 2025Q2: 17,973 shares; 2025Q3: 19,131 shares; 2025Q4: 19,168 shares; 2026Q1: 18,970 shares; 2026Q2: 18,933 shares; 2026Q3: 18,833 shares 18,833 $835K 0.02% -100 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; 2024Q4: 10,337 shares; 2025Q1: 10,278 shares; 2025Q2: 13,134 shares; 2025Q3: 12,640 shares; 2025Q4: 12,858 shares; 2026Q1: 12,973 shares; 2026Q2: 12,124 shares; 2026Q3: 13,090 shares 13,090 $826K 0.02% +966 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; 2024Q4: 5,877 shares; 2025Q1: 5,450 shares; 2025Q2: 3,763 shares; 2025Q3: 1,268 shares; 2025Q4: 1,264 shares; 2026Q1: 1,328 shares; 2026Q2: 8,514 shares; 2026Q3: 8,979 shares 8,979 $809K 0.02% +465 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,613 shares; 2026Q2: 20,591 shares; 2026Q3: 17,371 shares 17,371 $808K 0.02% -3,220 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,577 shares; 2025Q1: 12,661 shares; 2025Q2: 12,521 shares; 2025Q3: 11,647 shares; 2025Q4: 10,951 shares; 2026Q1: 10,878 shares; 2026Q2: 10,792 shares; 2026Q3: 10,655 shares 10,655 $762K 0.02% -137 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,763 shares; 2025Q1: 22,827 shares; 2025Q2: 22,216 shares; 2025Q3: 21,306 shares; 2025Q4: 19,826 shares; 2026Q1: 19,398 shares; 2026Q2: 19,028 shares; 2026Q3: 18,835 shares 18,835 $747K 0.02% -193 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,791 shares; 2025Q1: 8,268 shares; 2025Q2: 11,731 shares; 2025Q3: 11,903 shares; 2025Q4: 12,252 shares; 2026Q1: 12,909 shares; 2026Q2: 18,861 shares; 2026Q3: 21,428 shares 21,428 $738K 0.02% +2,567 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,457 shares; 2026Q1: 20,882 shares; 2026Q2: 20,341 shares; 2026Q3: 20,860 shares 20,860 $668K 0.02% +519 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,790 shares; 2025Q1: 5,154 shares; 2025Q2: 5,546 shares; 2025Q3: 7,573 shares; 2025Q4: 8,627 shares; 2026Q1: 9,304 shares; 2026Q2: 9,365 shares; 2026Q3: 9,804 shares 9,804 $619K 0.02% +439 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,585 shares 25,585 $618K 0.02% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,838 shares; 2026Q2: 1,838 shares; 2026Q3: 1,838 shares 1,838 $612K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,911 shares; 2025Q3: 10,068 shares; 2025Q4: 10,452 shares; 2026Q1: 11,190 shares; 2026Q2: 10,591 shares; 2026Q3: 11,214 shares 11,214 $603K 0.02% +623 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,037 shares; 2025Q3: 6,038 shares; 2025Q4: 7,566 shares; 2026Q1: 8,775 shares; 2026Q2: 10,563 shares; 2026Q3: 12,074 shares 12,074 $570K 0.01% +1,511 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,722 shares; 2026Q1: 3,848 shares; 2026Q2: 5,038 shares; 2026Q3: 5,852 shares 5,852 $525K 0.01% +814 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,664 shares; 2025Q1: 13,097 shares; 2025Q2: 12,828 shares; 2025Q3: 12,753 shares; 2025Q4: 11,024 shares; 2026Q1: 9,208 shares; 2026Q2: 8,864 shares; 2026Q3: 9,049 shares 9,049 $524K 0.01% +185 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,790 shares; 2025Q3: 11,327 shares; 2025Q4: 10,480 shares; 2026Q1: 7,089 shares; 2026Q2: 5,162 shares; 2026Q3: 5,020 shares 5,020 $517K 0.01% -142 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,906 shares; 2025Q3: 12,748 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,584 shares; 2026Q3: 4,795 shares 4,795 $478K 0.01% +211 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,075 shares; 2026Q1: 13,307 shares; 2026Q2: 12,822 shares; 2026Q3: 13,055 shares 13,055 $476K 0.01% +233 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; 2024Q4: 2,696 shares; 2025Q1: 3,356 shares; 2025Q2: 3,484 shares; 2025Q3: 3,646 shares; 2025Q4: 4,458 shares; 2026Q1: 5,079 shares; 2026Q2: 5,037 shares; 2026Q3: 4,875 shares 4,875 $438K 0.01% -162 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,681 shares; 2025Q3: 3,209 shares; 2025Q4: 3,357 shares; 2026Q1: 3,881 shares; 2026Q2: 4,319 shares; 2026Q3: 4,230 shares 4,230 $417K 0.01% -89 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,228 shares 8,228 $400K 0.01% new Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,040 shares; 2026Q3: 15,859 shares 15,859 $391K 0.01% -181 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,308 shares; 2025Q1: not reported; 2025Q2: 4,617 shares; 2025Q3: 4,957 shares; 2025Q4: 7,648 shares; 2026Q1: 9,838 shares; 2026Q2: 8,376 shares; 2026Q3: 7,457 shares 7,457 $387K 0.01% -919 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,226 shares; 2025Q1: 5,998 shares; 2025Q2: 5,763 shares; 2025Q3: 5,584 shares; 2025Q4: 5,553 shares; 2026Q1: 5,442 shares; 2026Q2: 4,997 shares; 2026Q3: 4,829 shares 4,829 $373K 0.01% -168 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,155 shares; 2025Q3: 4,229 shares; 2025Q4: 4,296 shares; 2026Q1: 5,625 shares; 2026Q2: 5,663 shares; 2026Q3: 5,658 shares 5,658 $357K 0.01% -5 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,611 shares; 2026Q2: 5,369 shares; 2026Q3: 7,552 shares 7,552 $352K 0.01% +2,183 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 535,241 shares; 2025Q1: 543,320 shares; 2025Q2: 566,243 shares; 2025Q3: 614,694 shares; 2025Q4: 631,412 shares; 2026Q1: 6,996 shares; 2026Q2: 7,835 shares; 2026Q3: 8,362 shares 8,362 $348K 0.01% +527 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,277 shares; 2025Q1: 55,100 shares; 2025Q2: 56,371 shares; 2025Q3: 46,473 shares; 2025Q4: 29,235 shares; 2026Q1: 24,834 shares; 2026Q2: 1,486 shares; 2026Q3: 1,473 shares 1,473 $327K 0.01% -13 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,494 shares; 2025Q3: 5,391 shares; 2025Q4: 5,456 shares; 2026Q1: 5,584 shares; 2026Q2: 5,924 shares; 2026Q3: 7,402 shares 7,402 $317K 0.01% +1,478 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,601 shares 2,601 $304K 0.01% new Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,327 shares; 2025Q1: 8,384 shares; 2025Q2: 8,196 shares; 2025Q3: 7,491 shares; 2025Q4: 6,733 shares; 2026Q1: 6,639 shares; 2026Q2: 6,631 shares; 2026Q3: 6,626 shares 6,626 $301K 0.01% -5 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,865 shares; 2026Q2: 9,406 shares; 2026Q3: 10,486 shares 10,486 $293K 0.01% +1,080 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,740 shares 1,740 $283K 0.01% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,155 shares; 2025Q1: 8,309 shares; 2025Q2: 4,751 shares; 2025Q3: 5,680 shares; 2025Q4: 6,396 shares; 2026Q1: 3,332 shares; 2026Q2: not reported; 2026Q3: 2,448 shares 2,448 $276K 0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,918 shares; 2026Q2: 7,003 shares; 2026Q3: 6,418 shares 6,418 $274K 0.01% -585 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,771 shares; 2025Q2: 8,104 shares; 2025Q3: 10,398 shares; 2025Q4: 11,316 shares; 2026Q1: 4,619 shares; 2026Q2: 5,136 shares; 2026Q3: 5,596 shares 5,596 $256K 0.01% +460 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,541 shares; 2025Q1: 10,674 shares; 2025Q2: 10,546 shares; 2025Q3: 11,168 shares; 2025Q4: 12,782 shares; 2026Q1: 12,483 shares; 2026Q2: 12,596 shares; 2026Q3: 12,222 shares 12,222 $239K 0.01% -374 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,459 shares; 2025Q1: 10,642 shares; 2025Q2: 10,494 shares; 2025Q3: 11,075 shares; 2025Q4: 12,677 shares; 2026Q1: 12,397 shares; 2026Q2: 12,511 shares; 2026Q3: 12,168 shares 12,168 $238K 0.01% -343 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,505 shares; 2026Q1: 6,670 shares; 2026Q2: 6,443 shares; 2026Q3: 6,552 shares 6,552 $237K 0.01% +109 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,047 shares; 2026Q1: 11,968 shares; 2026Q2: 12,049 shares; 2026Q3: 11,754 shares 11,754 $237K 0.01% -295 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,920 shares; 2026Q3: 13,833 shares 13,833 $235K 0.01% +1,913 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,194 shares; 2026Q2: 8,262 shares; 2026Q3: 9,025 shares 9,025 $224K 0.01% +763 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,283 shares; 2025Q3: 74,990 shares; 2025Q4: 77,056 shares; 2026Q1: 82,528 shares; 2026Q2: 4,377 shares; 2026Q3: 4,544 shares 4,544 $224K 0.01% +167 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,502 shares 2,502 $223K 0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,601 shares; 2025Q2: 8,155 shares; 2025Q3: 8,264 shares; 2025Q4: not reported; 2026Q1: 7,722 shares; 2026Q2: not reported; 2026Q3: 6,935 shares 6,935 $212K 0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,785 shares 1,785 $200K 0.01% new Timeline