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: 859,044 shares; 2025Q1: 886,931 shares; 2025Q2: 1,022,867 shares; 2025Q3: 1,018,462 shares; 2025Q4: 1,025,872 shares; 2026Q1: 989,422 shares; 2026Q2: 5,553,529 shares; 2026Q3: 5,770,436 shares 5,770,436 $520M 9.17% +216,907 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: 4,252,052 shares; 2025Q1: 4,328,977 shares; 2025Q2: 4,463,502 shares; 2025Q3: 4,425,055 shares; 2025Q4: 5,324,452 shares; 2026Q1: 3,103,919 shares; 2026Q2: 2,928,946 shares; 2026Q3: 2,622,912 shares 2,622,912 $380M 6.71% -306,034 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,855,454 shares; 2025Q1: 1,897,988 shares; 2025Q2: 1,929,928 shares; 2025Q3: 1,869,016 shares; 2025Q4: 1,847,675 shares; 2026Q1: 1,858,032 shares; 2026Q2: 2,102,124 shares; 2026Q3: 2,096,238 shares 2,096,238 $354M 6.25% -5,886 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; 2024Q4: 10,389,148 shares; 2025Q1: 7,417,222 shares; 2025Q2: 7,821,721 shares; 2025Q3: 7,877,150 shares; 2025Q4: 8,028,915 shares; 2026Q1: 8,425,671 shares; 2026Q2: 7,473,354 shares; 2026Q3: 8,002,111 shares 8,002,111 $252M 4.44% +528,757 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: 10,307 shares; 2025Q1: 9,605 shares; 2025Q2: 1,268,979 shares; 2025Q3: 1,287,820 shares; 2025Q4: 1,311,439 shares; 2026Q1: 2,175,844 shares; 2026Q2: 2,182,943 shares; 2026Q3: 2,807,690 shares 2,807,690 $222M 3.92% +624,747 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS 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: 2,800,625 shares; 2026Q3: 2,930,754 shares 2,930,754 $210M 3.7% +130,129 Timeline AVES 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,585,886 shares; 2026Q2: 2,605,120 shares; 2026Q3: 2,668,590 shares 2,668,590 $174M 3.06% +63,470 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,487,974 shares; 2025Q1: 6,792,837 shares; 2025Q2: 5,293,089 shares; 2025Q3: 5,371,992 shares; 2025Q4: 5,441,216 shares; 2026Q1: 5,644,596 shares; 2026Q2: 5,976,076 shares; 2026Q3: 4,102,355 shares 4,102,355 $154M 2.71% -1,873,721 Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 2,642,938 shares; 2026Q2: 2,657,417 shares; 2026Q3: 3,671,721 shares 3,671,721 $146M 2.57% +1,014,304 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: 400,155 shares; 2025Q1: 451,444 shares; 2025Q2: 464,527 shares; 2025Q3: 386,089 shares; 2025Q4: 378,347 shares; 2026Q1: 352,092 shares; 2026Q2: 367,175 shares; 2026Q3: 398,339 shares 398,339 $133M 2.34% +31,164 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161,117 shares; 2025Q1: 246,637 shares; 2025Q2: 223,332 shares; 2025Q3: 234,594 shares; 2025Q4: 237,706 shares; 2026Q1: 240,434 shares; 2026Q2: 239,512 shares; 2026Q3: 246,507 shares 246,507 $126M 2.23% +6,995 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; 2024Q4: 352,679 shares; 2025Q1: 458,725 shares; 2025Q2: 481,392 shares; 2025Q3: 478,166 shares; 2025Q4: 480,674 shares; 2026Q1: 487,345 shares; 2026Q2: 463,205 shares; 2026Q3: 448,651 shares 448,651 $112M 1.97% -14,554 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 341,968 shares; 2025Q1: 416,923 shares; 2025Q2: 492,808 shares; 2025Q3: 428,558 shares; 2025Q4: 420,808 shares; 2026Q1: 341,534 shares; 2026Q2: 320,887 shares; 2026Q3: 320,710 shares 320,710 $110M 1.95% -177 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 382,678 shares; 2025Q1: 244,650 shares; 2025Q2: 253,828 shares; 2025Q3: 243,934 shares; 2025Q4: 240,440 shares; 2026Q1: 223,089 shares; 2026Q2: 279,914 shares; 2026Q3: 296,358 shares 296,358 $104M 1.84% +16,444 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; 2024Q4: 1,571,200 shares; 2025Q1: 1,641,623 shares; 2025Q2: 1,679,160 shares; 2025Q3: 1,700,560 shares; 2025Q4: 1,737,249 shares; 2026Q1: 1,838,083 shares; 2026Q2: 1,907,403 shares; 2026Q3: 1,933,287 shares 1,933,287 $103M 1.82% +25,884 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; 2024Q4: 2,687,640 shares; 2025Q1: 2,595,192 shares; 2025Q2: 2,795,286 shares; 2025Q3: 2,703,045 shares; 2025Q4: 2,633,662 shares; 2026Q1: 2,491,382 shares; 2026Q2: 2,228,768 shares; 2026Q3: 2,148,013 shares 2,148,013 $102M 1.8% -80,755 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; 2024Q4: 118,781 shares; 2025Q1: 104,859 shares; 2025Q2: 112,351 shares; 2025Q3: 115,589 shares; 2025Q4: 118,460 shares; 2026Q1: 127,906 shares; 2026Q2: 135,475 shares; 2026Q3: 136,835 shares 136,835 $99.2M 1.75% +1,360 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,749 shares; 2025Q3: 29,223 shares; 2025Q4: 29,711 shares; 2026Q1: 39,177 shares; 2026Q2: 9,259 shares; 2026Q3: 3,697,625 shares 3,697,625 $97M 1.71% +3,688,366 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,866 shares; 2025Q1: 92,643 shares; 2025Q2: 95,345 shares; 2025Q3: 91,700 shares; 2025Q4: 86,326 shares; 2026Q1: 90,497 shares; 2026Q2: 84,516 shares; 2026Q3: 397,730 shares 397,730 $90.8M 1.6% +313,214 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360,239 shares; 2025Q3: 368,376 shares; 2025Q4: 375,163 shares; 2026Q1: 393,110 shares; 2026Q2: 777,182 shares; 2026Q3: 803,885 shares 803,885 $89.2M 1.57% +26,703 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; 2024Q4: 14,220 shares; 2025Q1: 135,574 shares; 2025Q2: 478,171 shares; 2025Q3: 531,355 shares; 2025Q4: 539,225 shares; 2026Q1: 326,369 shares; 2026Q2: 404,328 shares; 2026Q3: 407,027 shares 407,027 $82.9M 1.46% +2,699 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 482,302 shares; 2026Q3: 982,435 shares 982,435 $82.8M 1.46% +500,133 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,005 shares; 2025Q3: 3,359 shares; 2025Q4: 3,378 shares; 2026Q1: 419,862 shares; 2026Q2: 505,602 shares; 2026Q3: 523,028 shares 523,028 $67.7M 1.19% +17,426 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; 2024Q4: 1,320 shares; 2025Q1: 18,510 shares; 2025Q2: 55,433 shares; 2025Q3: 72,850 shares; 2025Q4: 72,579 shares; 2026Q1: 57,256 shares; 2026Q2: 57,559 shares; 2026Q3: 58,234 shares 58,234 $67.4M 1.19% +675 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 121,899 shares; 2025Q2: 125,727 shares; 2025Q3: 126,957 shares; 2025Q4: 125,948 shares; 2026Q1: 75,389 shares; 2026Q2: 73,148 shares; 2026Q3: 241,545 shares 241,545 $58.3M 1.03% +168,397 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: 381,453 shares; 2025Q1: 303,248 shares; 2025Q2: 306,056 shares; 2025Q3: 312,609 shares; 2025Q4: 311,253 shares; 2026Q1: 326,948 shares; 2026Q2: 268,009 shares; 2026Q3: 264,120 shares 264,120 $57.1M 1.01% -3,889 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares; 2025Q4: 2,340 shares; 2026Q1: 392,897 shares; 2026Q2: 487,383 shares; 2026Q3: 492,389 shares 492,389 $55.4M 0.98% +5,006 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 763,173 shares; 2025Q1: 340,585 shares; 2025Q2: 334,888 shares; 2025Q3: 336,967 shares; 2025Q4: 343,561 shares; 2026Q1: 484,143 shares; 2026Q2: 397,688 shares; 2026Q3: 406,263 shares 406,263 $42.2M 0.74% +8,575 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: 524,369 shares; 2025Q1: 613,468 shares; 2025Q2: 688,270 shares; 2025Q3: 715,123 shares; 2025Q4: 725,847 shares; 2026Q1: 774,130 shares; 2026Q2: 788,100 shares; 2026Q3: 798,357 shares 798,357 $41.3M 0.73% +10,257 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,214 shares; 2025Q1: 6,530 shares; 2025Q2: 5,872 shares; 2025Q3: 5,615 shares; 2025Q4: 5,401 shares; 2026Q1: 5,494 shares; 2026Q2: 5,312 shares; 2026Q3: 156,714 shares 156,714 $41M 0.72% +151,402 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,824,491 shares; 2026Q2: 1,941,740 shares; 2026Q3: 1,975,982 shares 1,975,982 $39.9M 0.7% +34,242 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 1,082,036 shares; 2026Q2: 1,135,366 shares; 2026Q3: 1,153,079 shares 1,153,079 $39.3M 0.69% +17,713 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 418,178 shares; 2025Q1: 529,168 shares; 2025Q2: 473,436 shares; 2025Q3: 481,687 shares; 2025Q4: 480,146 shares; 2026Q1: 488,968 shares; 2026Q2: 374,293 shares; 2026Q3: 427,803 shares 427,803 $38.3M 0.67% +53,510 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: 816,807 shares; 2025Q1: 1,022,301 shares; 2025Q2: 690,437 shares; 2025Q3: 706,610 shares; 2025Q4: 677,819 shares; 2026Q1: 526,476 shares; 2026Q2: 527,730 shares; 2026Q3: 727,927 shares 727,927 $36.5M 0.64% +200,197 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 495,692 shares; 2025Q1: 485,351 shares; 2025Q2: 585,233 shares; 2025Q3: 584,162 shares; 2025Q4: 589,440 shares; 2026Q1: 567,921 shares; 2026Q2: 520,036 shares; 2026Q3: 525,781 shares 525,781 $32.2M 0.57% +5,745 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; 2024Q4: 92,921 shares; 2025Q1: 72,869 shares; 2025Q2: 74,260 shares; 2025Q3: 76,307 shares; 2025Q4: 75,569 shares; 2026Q1: 53,348 shares; 2026Q2: 54,751 shares; 2026Q3: 57,639 shares 57,639 $29.5M 0.52% +2,888 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; 2024Q4: 496,166 shares; 2025Q1: 569,021 shares; 2025Q2: 568,497 shares; 2025Q3: 558,116 shares; 2025Q4: 553,488 shares; 2026Q1: 644,082 shares; 2026Q2: 642,125 shares; 2026Q3: 716,773 shares 716,773 $29M 0.51% +74,648 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: 27,359 shares; 2025Q1: 27,012 shares; 2025Q2: 26,833 shares; 2025Q3: 25,585 shares; 2025Q4: 25,910 shares; 2026Q1: 28,186 shares; 2026Q2: 32,056 shares; 2026Q3: 31,977 shares 31,977 $24.5M 0.43% -79 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; 2024Q4: 29,188 shares; 2025Q1: 29,670 shares; 2025Q2: 30,012 shares; 2025Q3: 31,626 shares; 2025Q4: 32,002 shares; 2026Q1: 33,853 shares; 2026Q2: 27,482 shares; 2026Q3: 29,287 shares 29,287 $22.3M 0.39% +1,805 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 351,781 shares; 2025Q1: 380,271 shares; 2025Q2: 405,021 shares; 2025Q3: 408,710 shares; 2025Q4: 409,589 shares; 2026Q1: 418,760 shares; 2026Q2: 402,722 shares; 2026Q3: 398,744 shares 398,744 $22.1M 0.39% -3,978 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: 234,037 shares; 2025Q1: 233,978 shares; 2025Q2: 264,612 shares; 2025Q3: 266,853 shares; 2025Q4: 271,671 shares; 2026Q1: 294,834 shares; 2026Q2: 293,192 shares; 2026Q3: 300,790 shares 300,790 $21.2M 0.37% +7,598 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: 237,057 shares; 2025Q1: 275,262 shares; 2025Q2: 251,790 shares; 2025Q3: 252,704 shares; 2025Q4: 250,248 shares; 2026Q1: 244,253 shares; 2026Q2: 189,310 shares; 2026Q3: 209,017 shares 209,017 $21.1M 0.37% +19,707 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,923 shares; 2025Q4: 49,793 shares; 2026Q1: 34,940 shares; 2026Q2: 28,652 shares; 2026Q3: 29,426 shares 29,426 $18.9M 0.33% +774 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,955 shares; 2025Q1: 20,196 shares; 2025Q2: 20,196 shares; 2025Q3: 20,362 shares; 2025Q4: 20,853 shares; 2026Q1: 17,722 shares; 2026Q2: 17,621 shares; 2026Q3: 17,690 shares 17,690 $18.7M 0.33% +69 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; 2024Q4: 59,828 shares; 2025Q1: 19,199 shares; 2025Q2: 18,528 shares; 2025Q3: 18,933 shares; 2025Q4: 18,584 shares; 2026Q1: 17,352 shares; 2026Q2: 16,577 shares; 2026Q3: 68,133 shares 68,133 $18M 0.32% +51,556 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; 2024Q4: 27,637 shares; 2025Q1: 28,368 shares; 2025Q2: 28,903 shares; 2025Q3: 28,848 shares; 2025Q4: 28,140 shares; 2026Q1: 27,703 shares; 2026Q2: 23,235 shares; 2026Q3: 24,066 shares 24,066 $17.8M 0.31% +831 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,400 shares; 2025Q4: 1,434 shares; 2026Q1: 2,012 shares; 2026Q2: 76,361 shares; 2026Q3: 60,608 shares 60,608 $17.6M 0.31% -15,753 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,811 shares; 2025Q1: 1,451 shares; 2025Q2: 1,439 shares; 2025Q3: 47,380 shares; 2025Q4: 49,354 shares; 2026Q1: 62,129 shares; 2026Q2: 66,692 shares; 2026Q3: 70,207 shares 70,207 $16.2M 0.29% +3,515 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,711 shares; 2025Q4: 144,329 shares; 2026Q1: 99,952 shares; 2026Q2: 83,258 shares; 2026Q3: 85,154 shares 85,154 $16.1M 0.28% +1,896 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: 221,032 shares; 2025Q1: 247,561 shares; 2025Q2: 251,653 shares; 2025Q3: 251,416 shares; 2025Q4: 250,028 shares; 2026Q1: 247,580 shares; 2026Q2: 239,633 shares; 2026Q3: 241,152 shares 241,152 $14.3M 0.25% +1,519 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,037 shares; 2025Q1: 12,567 shares; 2025Q2: 35,767 shares; 2025Q3: 42,008 shares; 2025Q4: 48,954 shares; 2026Q1: 51,246 shares; 2026Q2: 46,357 shares; 2026Q3: 46,947 shares 46,947 $14.3M 0.25% +590 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: 38,316 shares; 2025Q1: 36,266 shares; 2025Q2: 35,866 shares; 2025Q3: 36,683 shares; 2025Q4: 34,442 shares; 2026Q1: 37,748 shares; 2026Q2: 34,746 shares; 2026Q3: 37,231 shares 37,231 $13.9M 0.25% +2,485 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: 75,081 shares; 2025Q1: 74,580 shares; 2025Q2: 79,607 shares; 2025Q3: 78,998 shares; 2025Q4: 81,596 shares; 2026Q1: 99,242 shares; 2026Q2: 104,476 shares; 2026Q3: 97,198 shares 97,198 $13.8M 0.24% -7,278 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC 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: 184,420 shares; 2026Q3: 196,210 shares 196,210 $13.6M 0.24% +11,790 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; 2024Q4: 55,819 shares; 2025Q1: 63,972 shares; 2025Q2: 63,424 shares; 2025Q3: 65,587 shares; 2025Q4: 64,318 shares; 2026Q1: 64,288 shares; 2026Q2: 51,233 shares; 2026Q3: 53,520 shares 53,520 $12.5M 0.22% +2,287 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,791 shares; 2025Q1: 74,147 shares; 2025Q2: 73,841 shares; 2025Q3: 73,854 shares; 2025Q4: 73,365 shares; 2026Q1: 75,414 shares; 2026Q2: 74,523 shares; 2026Q3: 74,830 shares 74,830 $12.4M 0.22% +307 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 264,092 shares; 2026Q2: 272,411 shares; 2026Q3: 70,186 shares 70,186 $12.2M 0.22% -202,225 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; 2024Q4: 486,713 shares; 2025Q1: 502,937 shares; 2025Q2: 498,212 shares; 2025Q3: 434,143 shares; 2025Q4: 414,837 shares; 2026Q1: 407,856 shares; 2026Q2: 375,523 shares; 2026Q3: 373,684 shares 373,684 $12.2M 0.21% -1,839 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,772 shares; 2025Q4: 113,682 shares; 2026Q1: 64,046 shares; 2026Q2: 50,831 shares; 2026Q3: 49,983 shares 49,983 $11.8M 0.21% -848 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC 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: 838 shares; 2026Q3: 32,397 shares 32,397 $11.3M 0.2% +31,559 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; 2024Q4: 62,187 shares; 2025Q1: 63,454 shares; 2025Q2: 67,800 shares; 2025Q3: 93,569 shares; 2025Q4: 156,215 shares; 2026Q1: 165,132 shares; 2026Q2: 217,073 shares; 2026Q3: 273,908 shares 273,908 $11M 0.19% +56,835 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,182 shares; 2025Q3: 45,626 shares; 2025Q4: 44,793 shares; 2026Q1: 34,430 shares; 2026Q2: 38,655 shares; 2026Q3: 40,595 shares 40,595 $10.9M 0.19% +1,940 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: 361,502 shares; 2025Q1: 384,254 shares; 2025Q2: 362,011 shares; 2025Q3: 370,712 shares; 2025Q4: 404,983 shares; 2026Q1: 415,126 shares; 2026Q2: 472,026 shares; 2026Q3: 473,077 shares 473,077 $10.5M 0.18% +1,051 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 106,676 shares; 2026Q2: 132,044 shares; 2026Q3: 143,340 shares 143,340 $9.99M 0.18% +11,296 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,910 shares; 2025Q1: 74,401 shares; 2025Q2: 75,279 shares; 2025Q3: 70,118 shares; 2025Q4: 70,406 shares; 2026Q1: 71,378 shares; 2026Q2: 69,158 shares; 2026Q3: 65,280 shares 65,280 $9.68M 0.17% -3,878 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,169 shares; 2025Q3: 101,541 shares; 2025Q4: 106,211 shares; 2026Q1: 86,083 shares; 2026Q2: 100,054 shares; 2026Q3: 103,084 shares 103,084 $9.04M 0.16% +3,030 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; 2024Q4: 204,206 shares; 2025Q1: 215,927 shares; 2025Q2: 188,027 shares; 2025Q3: 208,170 shares; 2025Q4: 209,555 shares; 2026Q1: 188,109 shares; 2026Q2: 203,952 shares; 2026Q3: 186,667 shares 186,667 $8.88M 0.16% -17,285 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; 2024Q4: 9,390 shares; 2025Q1: 10,137 shares; 2025Q2: 10,738 shares; 2025Q3: 10,929 shares; 2025Q4: 10,993 shares; 2026Q1: 10,650 shares; 2026Q2: 67,237 shares; 2026Q3: 68,549 shares 68,549 $8.61M 0.15% +1,312 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD 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: 197,419 shares; 2026Q3: 235,242 shares 235,242 $8.6M 0.15% +37,823 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; 2024Q4: 6,467 shares; 2025Q1: 12,397 shares; 2025Q2: 87,363 shares; 2025Q3: 92,191 shares; 2025Q4: 96,914 shares; 2026Q1: 145,259 shares; 2026Q2: 97,159 shares; 2026Q3: 98,725 shares 98,725 $8.5M 0.15% +1,566 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 129,129 shares; 2026Q3: 173,356 shares 173,356 $8.45M 0.15% +44,227 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,409 shares; 2025Q1: 49,218 shares; 2025Q2: 49,134 shares; 2025Q3: 50,086 shares; 2025Q4: 50,892 shares; 2026Q1: 54,203 shares; 2026Q2: 55,030 shares; 2026Q3: 57,833 shares 57,833 $8.33M 0.15% +2,803 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: 8,864 shares; 2025Q1: 8,989 shares; 2025Q2: 9,058 shares; 2025Q3: 9,275 shares; 2025Q4: 9,571 shares; 2026Q1: 9,950 shares; 2026Q2: 10,602 shares; 2026Q3: 11,366 shares 11,366 $7.97M 0.14% +764 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: 336,788 shares; 2025Q1: 329,016 shares; 2025Q2: 325,069 shares; 2025Q3: 328,194 shares; 2025Q4: 327,209 shares; 2026Q1: 325,221 shares; 2026Q2: 326,269 shares; 2026Q3: 321,847 shares 321,847 $7.84M 0.14% -4,422 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC 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: 9,329 shares; 2026Q3: 57,048 shares 57,048 $7.65M 0.13% +47,719 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208,861 shares; 2025Q1: 210,594 shares; 2025Q2: 218,252 shares; 2025Q3: 232,617 shares; 2025Q4: 243,850 shares; 2026Q1: 256,008 shares; 2026Q2: 147,047 shares; 2026Q3: 156,477 shares 156,477 $7.64M 0.13% +9,430 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; 2024Q4: 33,614 shares; 2025Q1: 33,814 shares; 2025Q2: 35,342 shares; 2025Q3: 66,070 shares; 2025Q4: 123,207 shares; 2026Q1: 124,745 shares; 2026Q2: 144,723 shares; 2026Q3: 162,936 shares 162,936 $7.57M 0.13% +18,213 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; 2024Q4: 13,592 shares; 2025Q1: 15,605 shares; 2025Q2: 16,721 shares; 2025Q3: 16,781 shares; 2025Q4: 18,335 shares; 2026Q1: 18,639 shares; 2026Q2: 13,742 shares; 2026Q3: 15,098 shares 15,098 $7.52M 0.13% +1,356 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: 108,524 shares; 2025Q1: 109,383 shares; 2025Q2: 111,414 shares; 2025Q3: 115,150 shares; 2025Q4: 121,502 shares; 2026Q1: 140,327 shares; 2026Q2: 169,302 shares; 2026Q3: 209,706 shares 209,706 $7.49M 0.13% +40,404 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; 2024Q4: 75,043 shares; 2025Q1: 74,774 shares; 2025Q2: 80,297 shares; 2025Q3: 114,275 shares; 2025Q4: 187,676 shares; 2026Q1: 184,798 shares; 2026Q2: 184,482 shares; 2026Q3: 194,934 shares 194,934 $7.33M 0.13% +10,452 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: 243,174 shares; 2025Q1: 238,674 shares; 2025Q2: 240,302 shares; 2025Q3: 239,923 shares; 2025Q4: 258,002 shares; 2026Q1: 240,352 shares; 2026Q2: 244,367 shares; 2026Q3: 244,380 shares 244,380 $7.33M 0.13% +13 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,595 shares; 2025Q1: 28,251 shares; 2025Q2: 28,985 shares; 2025Q3: 28,486 shares; 2025Q4: 28,125 shares; 2026Q1: 28,686 shares; 2026Q2: 23,960 shares; 2026Q3: 21,389 shares 21,389 $7.29M 0.13% -2,571 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; 2024Q4: 22,221 shares; 2025Q1: 21,507 shares; 2025Q2: 23,416 shares; 2025Q3: 23,773 shares; 2025Q4: 24,401 shares; 2026Q1: 24,607 shares; 2026Q2: 20,882 shares; 2026Q3: 21,191 shares 21,191 $7.01M 0.12% +309 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; 2024Q4: not reported; 2025Q1: 52,712 shares; 2025Q2: 52,792 shares; 2025Q3: 52,277 shares; 2025Q4: 51,351 shares; 2026Q1: 59,417 shares; 2026Q2: 62,327 shares; 2026Q3: 62,406 shares 62,406 $6.83M 0.12% +79 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 102 shares; 2025Q3: 90 shares; 2025Q4: 55 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 40,374 shares 40,374 $6.58M 0.12% new 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: 26,157 shares; 2025Q1: 26,573 shares; 2025Q2: 23,591 shares; 2025Q3: 22,249 shares; 2025Q4: 21,719 shares; 2026Q1: 22,913 shares; 2026Q2: 21,039 shares; 2026Q3: 22,588 shares 22,588 $6.43M 0.11% +1,549 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,275 shares; 2025Q1: 15,802 shares; 2025Q2: 17,075 shares; 2025Q3: 18,677 shares; 2025Q4: 19,618 shares; 2026Q1: 16,881 shares; 2026Q2: 15,547 shares; 2026Q3: 16,496 shares 16,496 $6.3M 0.11% +949 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; 2024Q4: 17,861 shares; 2025Q1: 18,154 shares; 2025Q2: 24,228 shares; 2025Q3: 26,963 shares; 2025Q4: 29,147 shares; 2026Q1: 29,782 shares; 2026Q2: 25,438 shares; 2026Q3: 26,052 shares 26,052 $6.02M 0.11% +614 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; 2024Q4: 9,384 shares; 2025Q1: 22,668 shares; 2025Q2: 22,697 shares; 2025Q3: 23,359 shares; 2025Q4: 24,040 shares; 2026Q1: 18,399 shares; 2026Q2: 19,044 shares; 2026Q3: 19,304 shares 19,304 $5.95M 0.1% +260 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 80,739 shares; 2025Q2: 81,208 shares; 2025Q3: 83,533 shares; 2025Q4: 86,807 shares; 2026Q1: 70,371 shares; 2026Q2: 73,150 shares; 2026Q3: 75,577 shares 75,577 $5.89M 0.1% +2,427 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: 31,118 shares; 2025Q1: 29,080 shares; 2025Q2: 25,173 shares; 2025Q3: 24,004 shares; 2025Q4: 41,229 shares; 2026Q1: 41,799 shares; 2026Q2: 41,565 shares; 2026Q3: 43,023 shares 43,023 $5.85M 0.1% +1,458 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,029 shares; 2025Q1: 11,593 shares; 2025Q2: 11,089 shares; 2025Q3: 11,646 shares; 2025Q4: 12,128 shares; 2026Q1: 13,396 shares; 2026Q2: 13,927 shares; 2026Q3: 17,866 shares 17,866 $5.67M 0.1% +3,939 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; 2024Q4: 38,944 shares; 2025Q1: 46,828 shares; 2025Q2: 56,831 shares; 2025Q3: 83,896 shares; 2025Q4: 123,022 shares; 2026Q1: 123,350 shares; 2026Q2: 133,894 shares; 2026Q3: 140,461 shares 140,461 $5.64M 0.1% +6,567 Timeline MOTG 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: 126,296 shares; 2025Q1: 128,187 shares; 2025Q2: 134,739 shares; 2025Q3: 129,147 shares; 2025Q4: 151,599 shares; 2026Q1: 150,069 shares; 2026Q2: 147,944 shares; 2026Q3: 142,180 shares 142,180 $5.55M 0.1% -5,764 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: 68,431 shares; 2025Q1: 65,444 shares; 2025Q2: 68,410 shares; 2025Q3: 66,393 shares; 2025Q4: 74,172 shares; 2026Q1: 79,900 shares; 2026Q2: 75,087 shares; 2026Q3: 68,025 shares 68,025 $5.52M 0.1% -7,062 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN 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: 130,173 shares 130,173 $5.46M 0.1% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,591 shares; 2025Q1: 52,700 shares; 2025Q2: 55,194 shares; 2025Q3: 54,440 shares; 2025Q4: 53,248 shares; 2026Q1: 53,109 shares; 2026Q2: 49,057 shares; 2026Q3: 51,499 shares 51,499 $5.44M 0.1% +2,442 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,774 shares; 2025Q4: 28,097 shares; 2026Q1: 70,027 shares; 2026Q2: 192,820 shares; 2026Q3: 214,123 shares 214,123 $5.44M 0.1% +21,303 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: 115,415 shares; 2025Q1: 112,160 shares; 2025Q2: 107,992 shares; 2025Q3: 106,067 shares; 2025Q4: 72,372 shares; 2026Q1: 71,352 shares; 2026Q2: 69,817 shares; 2026Q3: 69,817 shares 69,817 $5.44M 0.1% 0 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: 21,732 shares; 2025Q1: 36,668 shares; 2025Q2: 35,861 shares; 2025Q3: 37,996 shares; 2025Q4: 34,344 shares; 2026Q1: 33,962 shares; 2026Q2: 33,291 shares; 2026Q3: 33,999 shares 33,999 $5.28M 0.09% +708 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,945 shares; 2025Q3: 76,296 shares; 2025Q4: 76,712 shares; 2026Q1: 77,853 shares; 2026Q2: 106,962 shares; 2026Q3: 106,802 shares 106,802 $5.15M 0.09% -160 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; 2024Q4: 30,734 shares; 2025Q1: 32,286 shares; 2025Q2: 54,947 shares; 2025Q3: 63,983 shares; 2025Q4: 71,329 shares; 2026Q1: 72,194 shares; 2026Q2: 75,732 shares; 2026Q3: 76,504 shares 76,504 $5.11M 0.09% +772 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; 2024Q4: 64,903 shares; 2025Q1: 66,145 shares; 2025Q2: 68,768 shares; 2025Q3: 67,511 shares; 2025Q4: 66,165 shares; 2026Q1: 61,156 shares; 2026Q2: 53,316 shares; 2026Q3: 49,458 shares 49,458 $5.05M 0.09% -3,858 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,691 shares; 2025Q1: 23,438 shares; 2025Q2: 37,507 shares; 2025Q3: 36,452 shares; 2025Q4: 43,269 shares; 2026Q1: 50,800 shares; 2026Q2: 52,926 shares; 2026Q3: 51,935 shares 51,935 $5.02M 0.09% -991 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; 2024Q4: 11,159 shares; 2025Q1: 11,799 shares; 2025Q2: 35,368 shares; 2025Q3: 45,466 shares; 2025Q4: 56,334 shares; 2026Q1: 60,377 shares; 2026Q2: 63,774 shares; 2026Q3: 64,730 shares 64,730 $5.01M 0.09% +956 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; 2024Q4: 60,696 shares; 2025Q1: 52,553 shares; 2025Q2: 45,259 shares; 2025Q3: 45,101 shares; 2025Q4: 44,396 shares; 2026Q1: 45,984 shares; 2026Q2: 45,422 shares; 2026Q3: 45,009 shares 45,009 $4.81M 0.08% -413 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,316 shares; 2025Q1: 14,488 shares; 2025Q2: 13,839 shares; 2025Q3: 13,116 shares; 2025Q4: 13,370 shares; 2026Q1: 14,257 shares; 2026Q2: 12,464 shares; 2026Q3: 13,216 shares 13,216 $4.69M 0.08% +752 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,896 shares; 2025Q4: 71,405 shares; 2026Q1: 71,122 shares; 2026Q2: 79,142 shares; 2026Q3: 81,234 shares 81,234 $4.54M 0.08% +2,092 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: 14,547 shares; 2025Q1: 14,157 shares; 2025Q2: 14,004 shares; 2025Q3: 14,966 shares; 2025Q4: 14,751 shares; 2026Q1: 14,408 shares; 2026Q2: 56,626 shares; 2026Q3: 57,746 shares 57,746 $4.53M 0.08% +1,120 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,523 shares; 2025Q1: 75,730 shares; 2025Q2: 82,404 shares; 2025Q3: 87,842 shares; 2025Q4: 92,896 shares; 2026Q1: 100,673 shares; 2026Q2: 110,509 shares; 2026Q3: 106,970 shares 106,970 $4.46M 0.08% -3,539 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,916 shares; 2025Q1: 39,027 shares; 2025Q2: 39,169 shares; 2025Q3: 38,448 shares; 2025Q4: 39,151 shares; 2026Q1: 39,570 shares; 2026Q2: 39,897 shares; 2026Q3: 39,836 shares 39,836 $4.45M 0.08% -61 Timeline IMTM 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: 45,349 shares; 2025Q3: 56,049 shares; 2025Q4: 70,000 shares; 2026Q1: 73,150 shares; 2026Q2: 81,430 shares; 2026Q3: 83,850 shares 83,850 $4.41M 0.08% +2,420 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,188 shares; 2025Q1: 9,748 shares; 2025Q2: 26,228 shares; 2025Q3: 31,895 shares; 2025Q4: 37,901 shares; 2026Q1: 40,086 shares; 2026Q2: 28,254 shares; 2026Q3: 29,729 shares 29,729 $4.36M 0.08% +1,475 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; 2024Q4: 40,979 shares; 2025Q1: 45,941 shares; 2025Q2: 60,928 shares; 2025Q3: 78,987 shares; 2025Q4: 91,807 shares; 2026Q1: 96,208 shares; 2026Q2: 110,440 shares; 2026Q3: 121,344 shares 121,344 $4.36M 0.08% +10,904 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,801 shares; 2025Q1: 38,397 shares; 2025Q2: 41,112 shares; 2025Q3: 41,984 shares; 2025Q4: 41,812 shares; 2026Q1: 41,261 shares; 2026Q2: 40,585 shares; 2026Q3: 42,201 shares 42,201 $4.36M 0.08% +1,616 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; 2024Q4: 13,788 shares; 2025Q1: 17,022 shares; 2025Q2: 15,394 shares; 2025Q3: 15,384 shares; 2025Q4: 15,168 shares; 2026Q1: 12,132 shares; 2026Q2: 20,094 shares; 2026Q3: 21,640 shares 21,640 $4.23M 0.07% +1,546 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 416,736 shares; 2025Q4: 386,687 shares; 2026Q1: 24,107 shares; 2026Q2: 3,273 shares; 2026Q3: 3,921 shares 3,921 $4.18M 0.07% +648 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: 22,609 shares; 2025Q1: 24,258 shares; 2025Q2: 22,301 shares; 2025Q3: 19,706 shares; 2025Q4: 31,460 shares; 2026Q1: 48,393 shares; 2026Q2: 76,409 shares; 2026Q3: 93,943 shares 93,943 $4.14M 0.07% +17,534 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,230 shares; 2025Q4: 35,546 shares; 2026Q1: 76,270 shares; 2026Q2: 76,746 shares; 2026Q3: 78,561 shares 78,561 $4.13M 0.07% +1,815 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC 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: 339,476 shares 339,476 $4.13M 0.07% new Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,439 shares; 2025Q1: 26,031 shares; 2025Q2: 29,462 shares; 2025Q3: 30,461 shares; 2025Q4: 30,736 shares; 2026Q1: 29,855 shares; 2026Q2: 31,254 shares; 2026Q3: 31,667 shares 31,667 $4.09M 0.07% +413 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,584 shares; 2025Q1: 94,601 shares; 2025Q2: 90,296 shares; 2025Q3: 90,554 shares; 2025Q4: 90,934 shares; 2026Q1: 86,940 shares; 2026Q2: 86,965 shares; 2026Q3: 87,040 shares 87,040 $4.05M 0.07% +75 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; 2024Q4: 17,580 shares; 2025Q1: 22,207 shares; 2025Q2: 27,800 shares; 2025Q3: 39,944 shares; 2025Q4: 58,012 shares; 2026Q1: 57,707 shares; 2026Q2: 57,635 shares; 2026Q3: 60,588 shares 60,588 $4.03M 0.07% +2,953 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; 2024Q4: 2,239 shares; 2025Q1: 2,814 shares; 2025Q2: 2,488 shares; 2025Q3: 2,540 shares; 2025Q4: 2,733 shares; 2026Q1: 2,852 shares; 2026Q2: 2,676 shares; 2026Q3: 6,560 shares 6,560 $4.01M 0.07% +3,884 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,026 shares; 2025Q1: 22,352 shares; 2025Q2: 22,631 shares; 2025Q3: 39,778 shares; 2025Q4: 47,343 shares; 2026Q1: 49,990 shares; 2026Q2: 45,709 shares; 2026Q3: 48,724 shares 48,724 $3.81M 0.07% +3,015 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; 2024Q4: 9,014 shares; 2025Q1: 9,309 shares; 2025Q2: 9,391 shares; 2025Q3: 9,341 shares; 2025Q4: 10,964 shares; 2026Q1: 11,454 shares; 2026Q2: 8,414 shares; 2026Q3: 8,759 shares 8,759 $3.76M 0.07% +345 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; 2024Q4: 2,193 shares; 2025Q1: 2,258 shares; 2025Q2: 2,976 shares; 2025Q3: 3,189 shares; 2025Q4: 3,404 shares; 2026Q1: 3,577 shares; 2026Q2: 3,243 shares; 2026Q3: 4,118 shares 4,118 $3.75M 0.07% +875 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 170,348 shares; 2025Q1: 167,850 shares; 2025Q2: 158,200 shares; 2025Q3: 156,836 shares; 2025Q4: 183,483 shares; 2026Q1: 176,099 shares; 2026Q2: 162,537 shares; 2026Q3: 149,210 shares 149,210 $3.73M 0.07% -13,327 Timeline BKLN 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: 78,932 shares; 2025Q1: 75,537 shares; 2025Q2: 88,551 shares; 2025Q3: 100,557 shares; 2025Q4: 102,440 shares; 2026Q1: 126,615 shares; 2026Q2: 128,655 shares; 2026Q3: 179,222 shares 179,222 $3.66M 0.06% +50,567 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: 22,091 shares 22,091 $3.6M 0.06% new 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: 199,152 shares; 2025Q1: 200,177 shares; 2025Q2: 201,803 shares; 2025Q3: 208,123 shares; 2025Q4: 205,569 shares; 2026Q1: 217,827 shares; 2026Q2: 93,749 shares; 2026Q3: 94,900 shares 94,900 $3.48M 0.06% +1,151 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,004 shares; 2025Q1: 36,712 shares; 2025Q2: 36,104 shares; 2025Q3: 36,007 shares; 2025Q4: 36,125 shares; 2026Q1: 37,508 shares; 2026Q2: 36,091 shares; 2026Q3: 35,279 shares 35,279 $3.44M 0.06% -812 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; 2024Q4: 13,133 shares; 2025Q1: 11,754 shares; 2025Q2: 18,111 shares; 2025Q3: 20,488 shares; 2025Q4: 21,644 shares; 2026Q1: 22,277 shares; 2026Q2: 22,115 shares; 2026Q3: 20,490 shares 20,490 $3.42M 0.06% -1,625 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; 2024Q4: 48,336 shares; 2025Q1: 48,328 shares; 2025Q2: 47,374 shares; 2025Q3: 45,724 shares; 2025Q4: 34,627 shares; 2026Q1: 39,138 shares; 2026Q2: 37,275 shares; 2026Q3: 39,695 shares 39,695 $3.37M 0.06% +2,420 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,794 shares; 2025Q4: 69,705 shares; 2026Q1: 74,172 shares; 2026Q2: 81,932 shares; 2026Q3: 84,055 shares 84,055 $3.35M 0.06% +2,123 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; 2024Q4: 6,269 shares; 2025Q1: 5,902 shares; 2025Q2: 6,324 shares; 2025Q3: 6,271 shares; 2025Q4: 6,268 shares; 2026Q1: 5,989 shares; 2026Q2: 7,923 shares; 2026Q3: 7,343 shares 7,343 $3.35M 0.06% -580 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,558 shares; 2025Q1: 67,794 shares; 2025Q2: 69,115 shares; 2025Q3: 68,475 shares; 2025Q4: 67,268 shares; 2026Q1: 65,309 shares; 2026Q2: 62,047 shares; 2026Q3: 67,192 shares 67,192 $3.32M 0.06% +5,145 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,433 shares; 2025Q3: 3,622 shares; 2025Q4: 6,698 shares; 2026Q1: 10,771 shares; 2026Q2: 15,537 shares; 2026Q3: 18,569 shares 18,569 $3.29M 0.06% +3,032 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,371 shares; 2025Q1: 38,167 shares; 2025Q2: 36,298 shares; 2025Q3: 36,545 shares; 2025Q4: 46,776 shares; 2026Q1: 47,750 shares; 2026Q2: 59,362 shares; 2026Q3: 65,525 shares 65,525 $3.19M 0.06% +6,163 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,401 shares; 2025Q1: 10,689 shares; 2025Q2: 11,039 shares; 2025Q3: 11,124 shares; 2025Q4: 11,154 shares; 2026Q1: 11,210 shares; 2026Q2: 12,222 shares; 2026Q3: 13,753 shares 13,753 $3.18M 0.06% +1,531 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: 7,971 shares; 2025Q1: 9,654 shares; 2025Q2: 10,909 shares; 2025Q3: 18,245 shares; 2025Q4: 25,438 shares; 2026Q1: 36,296 shares; 2026Q2: 45,820 shares; 2026Q3: 45,636 shares 45,636 $3.16M 0.06% -184 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134,265 shares; 2025Q1: 141,299 shares; 2025Q2: 142,125 shares; 2025Q3: 142,892 shares; 2025Q4: 144,587 shares; 2026Q1: 143,781 shares; 2026Q2: 84,747 shares; 2026Q3: 5,630 shares 5,630 $3.1M 0.05% -79,117 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,793 shares; 2025Q1: 32,391 shares; 2025Q2: 32,498 shares; 2025Q3: 34,299 shares; 2025Q4: 34,780 shares; 2026Q1: 34,932 shares; 2026Q2: 31,200 shares; 2026Q3: 31,692 shares 31,692 $2.99M 0.05% +492 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; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares; 2026Q3: 0 shares 0 $2.99M 0.05% 0 Amount filed as zero, left out of ratios. Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904 shares; 2026Q1: 50,873 shares; 2026Q2: 46,469 shares; 2026Q3: 81,334 shares 81,334 $2.99M 0.05% +34,865 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: 43,299 shares; 2025Q1: 49,091 shares; 2025Q2: 52,176 shares; 2025Q3: 52,361 shares; 2025Q4: 57,875 shares; 2026Q1: 104,093 shares; 2026Q2: 123,134 shares; 2026Q3: 135,784 shares 135,784 $2.97M 0.05% +12,650 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; 2024Q4: 116,781 shares; 2025Q1: 114,452 shares; 2025Q2: 111,184 shares; 2025Q3: 105,703 shares; 2025Q4: 92,615 shares; 2026Q1: 90,482 shares; 2026Q2: 89,604 shares; 2026Q3: 90,476 shares 90,476 $2.95M 0.05% +872 Timeline FLCE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,301 shares; 2025Q1: 58,315 shares; 2025Q2: 77,175 shares; 2025Q3: 77,376 shares; 2025Q4: 76,476 shares; 2026Q1: 90,211 shares; 2026Q2: 92,486 shares; 2026Q3: 92,067 shares 92,067 $2.91M 0.05% -419 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; 2024Q4: 47,569 shares; 2025Q1: 47,633 shares; 2025Q2: 53,223 shares; 2025Q3: 62,070 shares; 2025Q4: 76,070 shares; 2026Q1: 74,628 shares; 2026Q2: 73,277 shares; 2026Q3: 72,916 shares 72,916 $2.9M 0.05% -361 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,262 shares; 2025Q1: 215,104 shares; 2025Q2: 223,648 shares; 2025Q3: 232,193 shares; 2025Q4: 240,257 shares; 2026Q1: 248,107 shares; 2026Q2: 67,653 shares; 2026Q3: 72,692 shares 72,692 $2.89M 0.05% +5,039 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 295,120 shares; 2025Q1: 103,054 shares; 2025Q2: 97,205 shares; 2025Q3: 91,720 shares; 2025Q4: 86,208 shares; 2026Q1: 70,905 shares; 2026Q2: 68,686 shares; 2026Q3: 67,384 shares 67,384 $2.78M 0.05% -1,302 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,993 shares; 2025Q1: 96,836 shares; 2025Q2: 99,407 shares; 2025Q3: 96,694 shares; 2025Q4: 92,580 shares; 2026Q1: 80,810 shares; 2026Q2: 70,780 shares; 2026Q3: 70,723 shares 70,723 $2.68M 0.05% -57 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,253 shares; 2025Q1: 54,736 shares; 2025Q2: 58,471 shares; 2025Q3: 59,487 shares; 2025Q4: 59,258 shares; 2026Q1: 102,082 shares; 2026Q2: 3,241 shares; 2026Q3: 3,081 shares 3,081 $2.63M 0.05% -160 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,785 shares; 2025Q1: 93,846 shares; 2025Q2: 83,214 shares; 2025Q3: 82,198 shares; 2025Q4: 82,437 shares; 2026Q1: 79,406 shares; 2026Q2: 60,444 shares; 2026Q3: 55,656 shares 55,656 $2.61M 0.05% -4,788 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,388 shares; 2025Q1: 14,554 shares; 2025Q2: 17,348 shares; 2025Q3: 19,604 shares; 2025Q4: 20,731 shares; 2026Q1: 23,825 shares; 2026Q2: 22,997 shares; 2026Q3: 24,506 shares 24,506 $2.53M 0.04% +1,509 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: 14,482 shares; 2025Q1: 14,782 shares; 2025Q2: 19,232 shares; 2025Q3: 19,925 shares; 2025Q4: 20,864 shares; 2026Q1: 23,611 shares; 2026Q2: 21,611 shares; 2026Q3: 25,916 shares 25,916 $2.51M 0.04% +4,305 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; 2024Q4: 37,634 shares; 2025Q1: 364,977 shares; 2025Q2: 347,495 shares; 2025Q3: 359,176 shares; 2025Q4: 366,040 shares; 2026Q1: 382,859 shares; 2026Q2: 14,450 shares; 2026Q3: 14,690 shares 14,690 $2.47M 0.04% +240 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,266 shares; 2025Q1: 54,797 shares; 2025Q2: 61,398 shares; 2025Q3: 66,258 shares; 2025Q4: 72,057 shares; 2026Q1: 76,755 shares; 2026Q2: 71,902 shares; 2026Q3: 69,672 shares 69,672 $2.44M 0.04% -2,230 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; 2024Q4: 4,793 shares; 2025Q1: 5,231 shares; 2025Q2: 5,091 shares; 2025Q3: 4,926 shares; 2025Q4: 4,681 shares; 2026Q1: 4,707 shares; 2026Q2: 6,029 shares; 2026Q3: 6,390 shares 6,390 $2.43M 0.04% +361 Timeline IEI 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: 20,641 shares; 2026Q1: 19,992 shares; 2026Q2: 18,987 shares; 2026Q3: 21,439 shares 21,439 $2.43M 0.04% +2,452 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: 8,460 shares; 2025Q1: 14,270 shares; 2025Q2: 17,582 shares; 2025Q3: 16,084 shares; 2025Q4: 22,554 shares; 2026Q1: 27,067 shares; 2026Q2: 27,246 shares; 2026Q3: 32,187 shares 32,187 $2.43M 0.04% +4,941 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: 63,758 shares; 2025Q1: 60,661 shares; 2025Q2: 51,255 shares; 2025Q3: 49,674 shares; 2025Q4: 47,666 shares; 2026Q1: 47,741 shares; 2026Q2: 49,080 shares; 2026Q3: 51,563 shares 51,563 $2.42M 0.04% +2,483 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: 24,182 shares; 2025Q1: 24,642 shares; 2025Q2: 25,396 shares; 2025Q3: 26,440 shares; 2025Q4: 26,781 shares; 2026Q1: 26,683 shares; 2026Q2: 25,115 shares; 2026Q3: 26,469 shares 26,469 $2.37M 0.04% +1,354 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,648 shares; 2025Q1: 10,615 shares; 2025Q2: 10,661 shares; 2025Q3: 10,964 shares; 2025Q4: 10,697 shares; 2026Q1: 10,065 shares; 2026Q2: 8,972 shares; 2026Q3: 8,949 shares 8,949 $2.37M 0.04% -23 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,704 shares; 2025Q1: 5,576 shares; 2025Q2: 6,216 shares; 2025Q3: 6,260 shares; 2025Q4: 6,360 shares; 2026Q1: 6,650 shares; 2026Q2: 6,232 shares; 2026Q3: 5,503 shares 5,503 $2.32M 0.04% -729 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; 2024Q4: 48,645 shares; 2025Q1: 54,361 shares; 2025Q2: 56,943 shares; 2025Q3: 56,970 shares; 2025Q4: 61,822 shares; 2026Q1: 59,846 shares; 2026Q2: 52,249 shares; 2026Q3: 40,962 shares 40,962 $2.3M 0.04% -11,287 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,507 shares; 2025Q1: 4,430 shares; 2025Q2: 3,975 shares; 2025Q3: 4,023 shares; 2025Q4: 4,232 shares; 2026Q1: 4,286 shares; 2026Q2: 4,207 shares; 2026Q3: 6,285 shares 6,285 $2.26M 0.04% +2,078 Timeline FINT ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,742 shares; 2025Q1: 45,645 shares; 2025Q2: 49,283 shares; 2025Q3: 49,259 shares; 2025Q4: 49,039 shares; 2026Q1: 49,601 shares; 2026Q2: 59,729 shares; 2026Q3: 59,809 shares 59,809 $2.16M 0.04% +80 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,612 shares; 2025Q1: 20,375 shares; 2025Q2: 21,396 shares; 2025Q3: 20,857 shares; 2025Q4: 21,330 shares; 2026Q1: 22,835 shares; 2026Q2: 23,083 shares; 2026Q3: 23,501 shares 23,501 $2.14M 0.04% +418 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: 4,093 shares; 2025Q1: 4,067 shares; 2025Q2: 4,239 shares; 2025Q3: 5,330 shares; 2025Q4: 8,639 shares; 2026Q1: 10,076 shares; 2026Q2: 9,610 shares; 2026Q3: 9,356 shares 9,356 $2.14M 0.04% -254 Timeline BDYN 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: 43,659 shares; 2025Q4: 46,148 shares; 2026Q1: 50,145 shares; 2026Q2: 55,179 shares; 2026Q3: 74,924 shares 74,924 $2.09M 0.04% +19,745 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: 11,089 shares; 2026Q2: 33,425 shares; 2026Q3: 56,350 shares 56,350 $2.05M 0.04% +22,925 Timeline BFLX 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: 20,177 shares; 2026Q3: 79,238 shares 79,238 $2.03M 0.04% +59,061 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; 2024Q4: 9,269 shares; 2025Q1: 8,243 shares; 2025Q2: 8,660 shares; 2025Q3: 8,206 shares; 2025Q4: 8,139 shares; 2026Q1: 13,499 shares; 2026Q2: 13,523 shares; 2026Q3: 13,861 shares 13,861 $2.01M 0.04% +338 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,618 shares; 2025Q1: 6,012 shares; 2025Q2: 5,553 shares; 2025Q3: 5,182 shares; 2025Q4: 5,324 shares; 2026Q1: 5,338 shares; 2026Q2: 5,881 shares; 2026Q3: 6,240 shares 6,240 $1.97M 0.03% +359 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,659 shares; 2026Q2: 21,369 shares; 2026Q3: 54,067 shares 54,067 $1.97M 0.03% +32,698 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares; 2025Q4: 2,314 shares; 2026Q1: 19,623 shares; 2026Q2: 22,136 shares; 2026Q3: 25,121 shares 25,121 $1.95M 0.03% +2,985 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: 4,384 shares; 2026Q1: 11,201 shares; 2026Q2: 8,942 shares; 2026Q3: 25,834 shares 25,834 $1.95M 0.03% +16,892 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,005 shares; 2025Q1: 25,049 shares; 2025Q2: 22,517 shares; 2025Q3: 22,295 shares; 2025Q4: 17,530 shares; 2026Q1: 21,087 shares; 2026Q2: 21,152 shares; 2026Q3: 19,293 shares 19,293 $1.94M 0.03% -1,859 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,952 shares; 2025Q1: 38,065 shares; 2025Q2: 39,737 shares; 2025Q3: 42,887 shares; 2025Q4: 44,743 shares; 2026Q1: 50,515 shares; 2026Q2: 51,113 shares; 2026Q3: 51,582 shares 51,582 $1.93M 0.03% +469 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,842 shares; 2025Q1: 27,998 shares; 2025Q2: 27,988 shares; 2025Q3: 26,845 shares; 2025Q4: 26,825 shares; 2026Q1: 26,668 shares; 2026Q2: 24,581 shares; 2026Q3: 24,835 shares 24,835 $1.9M 0.03% +254 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; 2024Q4: 10,909 shares; 2025Q1: 10,493 shares; 2025Q2: 10,662 shares; 2025Q3: 10,731 shares; 2025Q4: 9,450 shares; 2026Q1: 10,362 shares; 2026Q2: 10,485 shares; 2026Q3: 9,854 shares 9,854 $1.88M 0.03% -631 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: 29,911 shares; 2025Q1: 29,386 shares; 2025Q2: 29,469 shares; 2025Q3: 28,353 shares; 2025Q4: 26,813 shares; 2026Q1: 8,770 shares; 2026Q2: 8,254 shares; 2026Q3: 8,073 shares 8,073 $1.87M 0.03% -181 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193,911 shares; 2025Q1: 92,157 shares; 2025Q2: 91,567 shares; 2025Q3: 20,525 shares; 2025Q4: 20,291 shares; 2026Q1: 16,484 shares; 2026Q2: 16,130 shares; 2026Q3: 14,385 shares 14,385 $1.87M 0.03% -1,745 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; 2024Q4: 41,237 shares; 2025Q1: 41,451 shares; 2025Q2: 40,109 shares; 2025Q3: 40,535 shares; 2025Q4: 24,715 shares; 2026Q1: 24,429 shares; 2026Q2: 23,394 shares; 2026Q3: 23,772 shares 23,772 $1.86M 0.03% +378 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,553 shares; 2025Q1: 62,395 shares; 2025Q2: 61,172 shares; 2025Q3: 59,536 shares; 2025Q4: 57,086 shares; 2026Q1: 55,248 shares; 2026Q2: 55,327 shares; 2026Q3: 52,602 shares 52,602 $1.85M 0.03% -2,725 Timeline IWM 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: 5,014 shares; 2026Q2: 5,172 shares; 2026Q3: 6,643 shares 6,643 $1.85M 0.03% +1,471 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,547 shares; 2025Q1: 46,467 shares; 2025Q2: 42,697 shares; 2025Q3: 41,110 shares; 2025Q4: 37,213 shares; 2026Q1: 31,840 shares; 2026Q2: 20,826 shares; 2026Q3: 19,514 shares 19,514 $1.83M 0.03% -1,312 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 11,071 shares; 2026Q2: 33,620 shares; 2026Q3: 34,049 shares 34,049 $1.83M 0.03% +429 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,651 shares; 2025Q1: 11,788 shares; 2025Q2: 11,556 shares; 2025Q3: 11,577 shares; 2025Q4: 11,293 shares; 2026Q1: 11,051 shares; 2026Q2: 10,397 shares; 2026Q3: 10,225 shares 10,225 $1.82M 0.03% -172 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; 2024Q4: 98,173 shares; 2025Q1: 94,304 shares; 2025Q2: 25,743 shares; 2025Q3: 25,689 shares; 2025Q4: 24,965 shares; 2026Q1: 22,907 shares; 2026Q2: 21,440 shares; 2026Q3: 21,384 shares 21,384 $1.78M 0.03% -56 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,129 shares; 2026Q1: 48,090 shares; 2026Q2: 58,308 shares; 2026Q3: 62,235 shares 62,235 $1.77M 0.03% +3,927 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,923 shares; 2025Q1: 19,923 shares; 2025Q2: 19,525 shares; 2025Q3: 18,851 shares; 2025Q4: 19,239 shares; 2026Q1: 18,431 shares; 2026Q2: 18,516 shares; 2026Q3: 17,344 shares 17,344 $1.77M 0.03% -1,172 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 396,518 shares; 2025Q1: 82,097 shares; 2025Q2: 14,722 shares; 2025Q3: 10,492 shares; 2025Q4: 8,601 shares; 2026Q1: 9,222 shares; 2026Q2: 8,144 shares; 2026Q3: 8,616 shares 8,616 $1.76M 0.03% +472 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,070 shares; 2025Q1: 5,035 shares; 2025Q2: 4,904 shares; 2025Q3: 5,075 shares; 2025Q4: 5,354 shares; 2026Q1: 5,135 shares; 2026Q2: 5,404 shares; 2026Q3: 5,561 shares 5,561 $1.74M 0.03% +157 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: 11,491 shares; 2025Q1: 11,440 shares; 2025Q2: 11,043 shares; 2025Q3: 16,131 shares; 2025Q4: 19,981 shares; 2026Q1: 21,970 shares; 2026Q2: 25,411 shares; 2026Q3: 24,746 shares 24,746 $1.74M 0.03% -665 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,275 shares; 2025Q1: 6,409 shares; 2025Q2: 6,324 shares; 2025Q3: 6,345 shares; 2025Q4: 6,364 shares; 2026Q1: 6,378 shares; 2026Q2: 6,403 shares; 2026Q3: 6,423 shares 6,423 $1.7M 0.03% +20 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,188 shares; 2025Q1: 22,892 shares; 2025Q2: 23,207 shares; 2025Q3: 21,378 shares; 2025Q4: 22,295 shares; 2026Q1: 22,049 shares; 2026Q2: 23,331 shares; 2026Q3: 21,807 shares 21,807 $1.68M 0.03% -1,524 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; 2024Q4: 60,928 shares; 2025Q1: 60,233 shares; 2025Q2: 61,525 shares; 2025Q3: 60,068 shares; 2025Q4: 49,910 shares; 2026Q1: 50,980 shares; 2026Q2: 45,430 shares; 2026Q3: 48,694 shares 48,694 $1.66M 0.03% +3,264 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,051 shares; 2025Q1: 12,478 shares; 2025Q2: 12,038 shares; 2025Q3: 12,076 shares; 2025Q4: 11,985 shares; 2026Q1: 12,437 shares; 2026Q2: 12,488 shares; 2026Q3: 12,603 shares 12,603 $1.64M 0.03% +115 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,420 shares; 2025Q1: 89,589 shares; 2025Q2: 61,268 shares; 2025Q3: 63,591 shares; 2025Q4: 64,402 shares; 2026Q1: 66,400 shares; 2026Q2: 63,665 shares; 2026Q3: 67,746 shares 67,746 $1.62M 0.03% +4,081 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; 2024Q4: 2,066 shares; 2025Q1: 2,027 shares; 2025Q2: 3,424 shares; 2025Q3: 3,654 shares; 2025Q4: 9,300 shares; 2026Q1: 9,825 shares; 2026Q2: 7,966 shares; 2026Q3: 8,179 shares 8,179 $1.6M 0.03% +213 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; 2024Q4: 1,925 shares; 2025Q1: 8,922 shares; 2025Q2: 9,396 shares; 2025Q3: 10,786 shares; 2025Q4: 10,904 shares; 2026Q1: 10,964 shares; 2026Q2: 11,013 shares; 2026Q3: 9,922 shares 9,922 $1.6M 0.03% -1,091 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,800 shares; 2025Q1: 3,769 shares; 2025Q2: 3,848 shares; 2025Q3: 3,582 shares; 2025Q4: 3,614 shares; 2026Q1: 3,147 shares; 2026Q2: 3,204 shares; 2026Q3: 3,306 shares 3,306 $1.6M 0.03% +102 Timeline VFMF 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: 4,487 shares; 2025Q1: 4,991 shares; 2025Q2: 5,413 shares; 2025Q3: 6,088 shares; 2025Q4: 6,112 shares; 2026Q1: 6,139 shares; 2026Q2: 7,849 shares; 2026Q3: 8,943 shares 8,943 $1.6M 0.03% +1,094 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: 43,166 shares; 2026Q3: 53,135 shares 53,135 $1.59M 0.03% +9,969 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD 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: 11,085 shares; 2026Q1: 8,639 shares; 2026Q2: 8,834 shares; 2026Q3: 8,517 shares 8,517 $1.56M 0.03% -317 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,779 shares; 2025Q1: 12,205 shares; 2025Q2: 11,441 shares; 2025Q3: 11,856 shares; 2025Q4: 12,304 shares; 2026Q1: 13,670 shares; 2026Q2: 13,416 shares; 2026Q3: 13,698 shares 13,698 $1.56M 0.03% +282 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,517 shares; 2025Q2: 15,513 shares; 2025Q3: 21,473 shares; 2025Q4: 22,734 shares; 2026Q1: 23,152 shares; 2026Q2: 23,368 shares; 2026Q3: 21,931 shares 21,931 $1.52M 0.03% -1,437 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; 2024Q4: 31,411 shares; 2025Q1: 38,733 shares; 2025Q2: 40,044 shares; 2025Q3: 63,550 shares; 2025Q4: 62,868 shares; 2026Q1: 62,590 shares; 2026Q2: 62,112 shares; 2026Q3: 62,018 shares 62,018 $1.51M 0.03% -94 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: 16,107 shares; 2026Q2: 24,450 shares; 2026Q3: 30,740 shares 30,740 $1.51M 0.03% +6,290 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 999,875 shares; 2025Q4: 899,875 shares; 2026Q1: 899,875 shares; 2026Q2: 899,875 shares; 2026Q3: 899,875 shares 899,875 $1.49M 0.03% 0 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,863 shares; 2025Q1: 43,346 shares; 2025Q2: 43,276 shares; 2025Q3: 44,537 shares; 2025Q4: 46,922 shares; 2026Q1: 48,014 shares; 2026Q2: 48,112 shares; 2026Q3: 48,096 shares 48,096 $1.49M 0.03% -16 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,052 shares; 2025Q1: 10,811 shares; 2025Q2: 11,606 shares; 2025Q3: 11,783 shares; 2025Q4: 11,826 shares; 2026Q1: 11,835 shares; 2026Q2: 11,929 shares; 2026Q3: 12,084 shares 12,084 $1.48M 0.03% +155 Timeline FDN 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; 2024Q4: 7,403 shares; 2025Q1: 7,025 shares; 2025Q2: 6,712 shares; 2025Q3: 6,611 shares; 2025Q4: 6,602 shares; 2026Q1: 6,393 shares; 2026Q2: 5,348 shares; 2026Q3: 5,130 shares 5,130 $1.48M 0.03% -218 Timeline ACWI 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: 1,677 shares; 2025Q3: 1,524 shares; 2025Q4: 1,558 shares; 2026Q1: 8,287 shares; 2026Q2: 8,338 shares; 2026Q3: 9,301 shares 9,301 $1.48M 0.03% +963 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: 8,394 shares; 2025Q1: 8,589 shares; 2025Q2: 11,802 shares; 2025Q3: 13,049 shares; 2025Q4: 14,053 shares; 2026Q1: 16,150 shares; 2026Q2: 16,002 shares; 2026Q3: 16,024 shares 16,024 $1.46M 0.03% +22 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,636 shares; 2025Q1: 1,680 shares; 2025Q2: 1,547 shares; 2025Q3: 1,544 shares; 2025Q4: 1,741 shares; 2026Q1: 1,873 shares; 2026Q2: 1,701 shares; 2026Q3: 1,758 shares 1,758 $1.43M 0.03% +57 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,008 shares; 2025Q1: 1,768 shares; 2025Q2: 1,867 shares; 2025Q3: 1,829 shares; 2025Q4: 1,808 shares; 2026Q1: 5,412 shares; 2026Q2: 5,536 shares; 2026Q3: 5,553 shares 5,553 $1.42M 0.03% +17 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,299 shares; 2025Q1: 2,618 shares; 2025Q2: 3,435 shares; 2025Q3: 6,783 shares; 2025Q4: 3,680 shares; 2026Q1: 4,493 shares; 2026Q2: 4,829 shares; 2026Q3: 5,338 shares 5,338 $1.41M 0.02% +509 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; 2024Q4: 826 shares; 2025Q1: 904 shares; 2025Q2: 945 shares; 2025Q3: 895 shares; 2025Q4: 883 shares; 2026Q1: 820 shares; 2026Q2: 855 shares; 2026Q3: 777 shares 777 $1.41M 0.02% -78 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,598 shares; 2025Q1: 38,279 shares; 2025Q2: 38,579 shares; 2025Q3: 39,290 shares; 2025Q4: 39,208 shares; 2026Q1: 39,876 shares; 2026Q2: 40,347 shares; 2026Q3: 41,115 shares 41,115 $1.4M 0.02% +768 Timeline DFAR DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN 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: 57,769 shares 57,769 $1.4M 0.02% new 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; 2024Q4: 1,443 shares; 2025Q1: 1,448 shares; 2025Q2: 1,521 shares; 2025Q3: 1,482 shares; 2025Q4: 1,452 shares; 2026Q1: 1,455 shares; 2026Q2: 1,443 shares; 2026Q3: 1,460 shares 1,460 $1.39M 0.02% +17 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; 2024Q4: 7,771 shares; 2025Q1: 7,643 shares; 2025Q2: 7,542 shares; 2025Q3: 7,251 shares; 2025Q4: 6,841 shares; 2026Q1: 6,704 shares; 2026Q2: 6,035 shares; 2026Q3: 6,172 shares 6,172 $1.36M 0.02% +137 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: not reported; 2025Q3: 12,792 shares; 2025Q4: 18,003 shares; 2026Q1: 32,749 shares; 2026Q2: 32,385 shares; 2026Q3: 28,293 shares 28,293 $1.34M 0.02% -4,092 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,943 shares; 2025Q1: 3,990 shares; 2025Q2: 3,528 shares; 2025Q3: 3,586 shares; 2025Q4: 4,167 shares; 2026Q1: 4,307 shares; 2026Q2: 1,899 shares; 2026Q3: 2,174 shares 2,174 $1.32M 0.02% +275 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,329 shares; 2025Q1: 5,381 shares; 2025Q2: 5,051 shares; 2025Q3: 7,920 shares; 2025Q4: 8,093 shares; 2026Q1: 9,568 shares; 2026Q2: 9,557 shares; 2026Q3: 9,586 shares 9,586 $1.32M 0.02% +29 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: 11,255 shares; 2025Q1: 13,450 shares; 2025Q2: 12,413 shares; 2025Q3: 14,085 shares; 2025Q4: 15,076 shares; 2026Q1: 14,722 shares; 2026Q2: 14,714 shares; 2026Q3: 16,302 shares 16,302 $1.27M 0.02% +1,588 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; 2024Q4: 16,012 shares; 2025Q1: 16,033 shares; 2025Q2: 14,882 shares; 2025Q3: 15,175 shares; 2025Q4: 15,088 shares; 2026Q1: 14,728 shares; 2026Q2: 15,199 shares; 2026Q3: 15,343 shares 15,343 $1.27M 0.02% +144 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; 2024Q4: 198,801 shares; 2025Q1: 11,127 shares; 2025Q2: 8,069 shares; 2025Q3: 8,296 shares; 2025Q4: 7,872 shares; 2026Q1: 6,629 shares; 2026Q2: 7,229 shares; 2026Q3: 8,627 shares 8,627 $1.25M 0.02% +1,398 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,401 shares; 2025Q1: 6,409 shares; 2025Q2: 5,582 shares; 2025Q3: 5,992 shares; 2025Q4: 6,304 shares; 2026Q1: 5,665 shares; 2026Q2: 5,588 shares; 2026Q3: 6,029 shares 6,029 $1.25M 0.02% +441 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,689 shares; 2025Q1: 7,464 shares; 2025Q2: 7,849 shares; 2025Q3: 7,090 shares; 2025Q4: 7,195 shares; 2026Q1: 6,437 shares; 2026Q2: 6,182 shares; 2026Q3: 6,693 shares 6,693 $1.24M 0.02% +511 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,552 shares; 2025Q2: 9,530 shares; 2025Q3: 11,096 shares; 2025Q4: 11,819 shares; 2026Q1: 5,424 shares; 2026Q2: 7,803 shares; 2026Q3: 10,260 shares 10,260 $1.23M 0.02% +2,457 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,795 shares; 2025Q1: 6,588 shares; 2025Q2: 7,460 shares; 2025Q3: 7,730 shares; 2025Q4: 7,069 shares; 2026Q1: 12,769 shares; 2026Q2: 10,267 shares; 2026Q3: 10,898 shares 10,898 $1.22M 0.02% +631 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,613 shares; 2025Q1: 31,487 shares; 2025Q2: 30,622 shares; 2025Q3: 63,097 shares; 2025Q4: 37,777 shares; 2026Q1: 25,224 shares; 2026Q2: 24,152 shares; 2026Q3: 24,164 shares 24,164 $1.22M 0.02% +12 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,252 shares; 2025Q1: 3,366 shares; 2025Q2: 3,696 shares; 2025Q3: 4,836 shares; 2025Q4: 4,663 shares; 2026Q1: 9,836 shares; 2026Q2: 9,654 shares; 2026Q3: 9,696 shares 9,696 $1.21M 0.02% +42 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,717 shares; 2025Q2: 6,717 shares; 2025Q3: 6,735 shares; 2025Q4: 21,441 shares; 2026Q1: 22,295 shares; 2026Q2: 21,532 shares; 2026Q3: 23,686 shares 23,686 $1.21M 0.02% +2,154 Timeline FXG 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; 2024Q4: 27,477 shares; 2025Q1: 27,495 shares; 2025Q2: 27,239 shares; 2025Q3: 27,003 shares; 2025Q4: 26,346 shares; 2026Q1: 25,499 shares; 2026Q2: 20,958 shares; 2026Q3: 20,851 shares 20,851 $1.21M 0.02% -107 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; 2024Q4: 19,636 shares; 2025Q1: 21,631 shares; 2025Q2: 21,906 shares; 2025Q3: 23,651 shares; 2025Q4: 27,312 shares; 2026Q1: 26,862 shares; 2026Q2: 24,112 shares; 2026Q3: 24,434 shares 24,434 $1.2M 0.02% +322 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,055 shares; 2026Q3: 7,970 shares 7,970 $1.2M 0.02% +4,915 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; 2024Q4: 12,239 shares; 2025Q1: 11,934 shares; 2025Q2: 8,987 shares; 2025Q3: 8,997 shares; 2025Q4: 9,249 shares; 2026Q1: 10,063 shares; 2026Q2: 9,281 shares; 2026Q3: 9,290 shares 9,290 $1.2M 0.02% +9 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: 33,015 shares; 2025Q1: 29,405 shares; 2025Q2: 29,498 shares; 2025Q3: 30,231 shares; 2025Q4: 30,084 shares; 2026Q1: 31,840 shares; 2026Q2: 34,830 shares; 2026Q3: 43,535 shares 43,535 $1.2M 0.02% +8,705 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; 2024Q4: 23,264 shares; 2025Q1: 26,638 shares; 2025Q2: 26,959 shares; 2025Q3: 26,944 shares; 2025Q4: 30,673 shares; 2026Q1: 35,087 shares; 2026Q2: 35,075 shares; 2026Q3: 31,713 shares 31,713 $1.19M 0.02% -3,362 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; 2024Q4: 20,608 shares; 2025Q1: 21,495 shares; 2025Q2: 19,005 shares; 2025Q3: 19,012 shares; 2025Q4: 18,747 shares; 2026Q1: 20,950 shares; 2026Q2: 21,761 shares; 2026Q3: 22,294 shares 22,294 $1.17M 0.02% +533 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; 2024Q4: 1,166 shares; 2025Q1: 1,383 shares; 2025Q2: 1,371 shares; 2025Q3: 1,356 shares; 2025Q4: 1,114 shares; 2026Q1: 1,128 shares; 2026Q2: 1,034 shares; 2026Q3: 1,230 shares 1,230 $1.17M 0.02% +196 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 9,001 shares; 2026Q1: 20,401 shares; 2026Q2: 24,904 shares; 2026Q3: 33,876 shares 33,876 $1.15M 0.02% +8,972 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 480 shares; 2025Q1: 572 shares; 2025Q2: 620 shares; 2025Q3: 527 shares; 2025Q4: not reported; 2026Q1: 879 shares; 2026Q2: 864 shares; 2026Q3: 2,380 shares 2,380 $1.13M 0.02% +1,516 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,946 shares; 2025Q2: 13,054 shares; 2025Q3: 13,164 shares; 2025Q4: 13,281 shares; 2026Q1: 29,848 shares; 2026Q2: 30,089 shares; 2026Q3: 43,339 shares 43,339 $1.12M 0.02% +13,250 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; 2024Q4: 7,174 shares; 2025Q1: 8,152 shares; 2025Q2: 7,954 shares; 2025Q3: 9,818 shares; 2025Q4: 8,775 shares; 2026Q1: 7,666 shares; 2026Q2: 8,235 shares; 2026Q3: 10,433 shares 10,433 $1.12M 0.02% +2,198 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; 2024Q4: 8,027 shares; 2025Q1: 6,274 shares; 2025Q2: 5,781 shares; 2025Q3: 5,780 shares; 2025Q4: 6,084 shares; 2026Q1: 4,228 shares; 2026Q2: 3,001 shares; 2026Q3: 3,823 shares 3,823 $1.12M 0.02% +822 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,250 shares; 2025Q4: 51,250 shares; 2026Q1: 51,250 shares; 2026Q2: 51,250 shares; 2026Q3: 51,657 shares 51,657 $1.11M 0.02% +407 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: 41,819 shares; 2025Q1: 74,053 shares; 2025Q2: 74,786 shares; 2025Q3: 75,680 shares; 2025Q4: 46,215 shares; 2026Q1: 44,446 shares; 2026Q2: 42,840 shares; 2026Q3: 44,284 shares 44,284 $1.11M 0.02% +1,444 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; 2024Q4: 446,320 shares; 2025Q1: 387,861 shares; 2025Q2: 9,616 shares; 2025Q3: 9,366 shares; 2025Q4: 20,696 shares; 2026Q1: 18,542 shares; 2026Q2: 14,669 shares; 2026Q3: 17,899 shares 17,899 $1.1M 0.02% +3,230 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; 2024Q4: 4,310 shares; 2025Q1: 5,438 shares; 2025Q2: 5,502 shares; 2025Q3: 5,281 shares; 2025Q4: 6,208 shares; 2026Q1: 8,158 shares; 2026Q2: 5,075 shares; 2026Q3: 5,291 shares 5,291 $1.1M 0.02% +216 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,003 shares; 2025Q1: 3,982 shares; 2025Q2: not reported; 2025Q3: 3,929 shares; 2025Q4: 3,937 shares; 2026Q1: 20,155 shares; 2026Q2: 20,297 shares; 2026Q3: 21,822 shares 21,822 $1.08M 0.02% +1,525 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,258 shares; 2025Q1: 28,368 shares; 2025Q2: 28,452 shares; 2025Q3: 28,566 shares; 2025Q4: 27,895 shares; 2026Q1: 27,869 shares; 2026Q2: 26,105 shares; 2026Q3: 26,184 shares 26,184 $1.07M 0.02% +79 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,312 shares; 2025Q1: 36,701 shares; 2025Q2: 36,548 shares; 2025Q3: 35,606 shares; 2025Q4: 34,913 shares; 2026Q1: 34,295 shares; 2026Q2: 30,445 shares; 2026Q3: 20,818 shares 20,818 $1.06M 0.02% -9,627 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: not reported; 2026Q2: not reported; 2026Q3: 24,834 shares 24,834 $1.06M 0.02% new 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: 106,654 shares; 2025Q1: 126,076 shares; 2025Q2: 28,278 shares; 2025Q3: 28,264 shares; 2025Q4: 28,836 shares; 2026Q1: 28,960 shares; 2026Q2: 23,436 shares; 2026Q3: 23,104 shares 23,104 $1.06M 0.02% -332 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,236 shares; 2025Q1: 1,190 shares; 2025Q2: 1,440 shares; 2025Q3: 1,422 shares; 2025Q4: 1,212 shares; 2026Q1: 1,232 shares; 2026Q2: 1,422 shares; 2026Q3: 1,568 shares 1,568 $1.05M 0.02% +146 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; 2024Q4: 2,156 shares; 2025Q1: 2,232 shares; 2025Q2: 2,309 shares; 2025Q3: 2,220 shares; 2025Q4: 2,194 shares; 2026Q1: 3,667 shares; 2026Q2: 3,451 shares; 2026Q3: 3,451 shares 3,451 $1.05M 0.02% 0 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; 2024Q4: 4,804 shares; 2025Q1: 4,983 shares; 2025Q2: 5,086 shares; 2025Q3: 5,283 shares; 2025Q4: 6,064 shares; 2026Q1: 14,465 shares; 2026Q2: 13,552 shares; 2026Q3: 17,156 shares 17,156 $1.05M 0.02% +3,604 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,148 shares; 2025Q1: 33,730 shares; 2025Q2: 16,918 shares; 2025Q3: 15,450 shares; 2025Q4: 15,375 shares; 2026Q1: 14,685 shares; 2026Q2: 15,183 shares; 2026Q3: 14,609 shares 14,609 $1.05M 0.02% -574 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: 5,221 shares; 2025Q1: 6,035 shares; 2025Q2: 8,931 shares; 2025Q3: 6,835 shares; 2025Q4: 6,007 shares; 2026Q1: 10,486 shares; 2026Q2: 4,797 shares; 2026Q3: 4,693 shares 4,693 $1.04M 0.02% -104 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,953 shares; 2025Q1: 8,325 shares; 2025Q2: 7,337 shares; 2025Q3: 7,536 shares; 2025Q4: 25,856 shares; 2026Q1: 10,728 shares; 2026Q2: 10,579 shares; 2026Q3: 10,356 shares 10,356 $1.04M 0.02% -223 Timeline IFRA 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: 16,350 shares; 2025Q2: 16,450 shares; 2025Q3: 16,518 shares; 2025Q4: 16,611 shares; 2026Q1: 16,692 shares; 2026Q2: 16,741 shares; 2026Q3: 18,921 shares 18,921 $1.04M 0.02% +2,180 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,145 shares; 2025Q1: 6,215 shares; 2025Q2: 4,231 shares; 2025Q3: 166,156 shares; 2025Q4: 134,644 shares; 2026Q1: 7,874 shares; 2026Q2: 5,566 shares; 2026Q3: 5,554 shares 5,554 $1.04M 0.02% -12 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: not reported; 2025Q2: 7,640 shares; 2025Q3: 10,396 shares; 2025Q4: 14,532 shares; 2026Q1: 28,244 shares; 2026Q2: 23,238 shares; 2026Q3: 23,465 shares 23,465 $1.03M 0.02% +227 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP 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: 50,000 shares; 2026Q2: 100,000 shares; 2026Q3: 100,000 shares 100,000 $1.02M 0.02% 0 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; 2024Q4: 11,472 shares; 2025Q1: 11,775 shares; 2025Q2: 12,476 shares; 2025Q3: 14,240 shares; 2025Q4: 13,255 shares; 2026Q1: 12,497 shares; 2026Q2: 14,379 shares; 2026Q3: 18,690 shares 18,690 $1.02M 0.02% +4,311 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,424 shares; 2025Q1: 27,303 shares; 2025Q2: 26,382 shares; 2025Q3: 25,763 shares; 2025Q4: 22,581 shares; 2026Q1: 20,241 shares; 2026Q2: 18,916 shares; 2026Q3: 19,053 shares 19,053 $1.02M 0.02% +137 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,864 shares; 2025Q1: 3,510 shares; 2025Q2: 3,248 shares; 2025Q3: 3,242 shares; 2025Q4: 3,197 shares; 2026Q1: 4,243 shares; 2026Q2: 3,667 shares; 2026Q3: 4,094 shares 4,094 $1.01M 0.02% +427 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC 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: 32,600 shares 32,600 $1.01M 0.02% 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: 16,260 shares; 2026Q3: 20,006 shares 20,006 $1M 0.02% +3,746 Timeline FGSM ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,534 shares; 2025Q1: 64,737 shares; 2025Q2: 53,918 shares; 2025Q3: 53,444 shares; 2025Q4: 52,648 shares; 2026Q1: 41,899 shares; 2026Q2: 31,664 shares; 2026Q3: 29,332 shares 29,332 $1M 0.02% -2,332 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,168 shares; 2025Q1: 18,830 shares; 2025Q2: 19,118 shares; 2025Q3: 19,225 shares; 2025Q4: 19,485 shares; 2026Q1: 19,610 shares; 2026Q2: 20,255 shares; 2026Q3: 20,264 shares 20,264 $995K 0.02% +9 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; 2024Q4: 110,251 shares; 2025Q1: 84,942 shares; 2025Q2: 22,090 shares; 2025Q3: 21,384 shares; 2025Q4: 20,303 shares; 2026Q1: 2,514 shares; 2026Q2: 1,505 shares; 2026Q3: 1,456 shares 1,456 $983K 0.02% -49 Timeline VCLT 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: 5,665 shares; 2025Q1: 7,896 shares; 2025Q2: 9,262 shares; 2025Q3: 9,397 shares; 2025Q4: 9,526 shares; 2026Q1: 9,610 shares; 2026Q2: 12,188 shares; 2026Q3: 14,249 shares 14,249 $976K 0.02% +2,061 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; 2024Q4: 3,686 shares; 2025Q1: 3,661 shares; 2025Q2: 3,669 shares; 2025Q3: 3,831 shares; 2025Q4: 3,503 shares; 2026Q1: 3,435 shares; 2026Q2: 3,006 shares; 2026Q3: 2,658 shares 2,658 $976K 0.02% -348 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: 7,387 shares; 2025Q4: 7,505 shares; 2026Q1: 10,422 shares; 2026Q2: 10,898 shares; 2026Q3: 10,801 shares 10,801 $969K 0.02% -97 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,795 shares; 2025Q1: 5,799 shares; 2025Q2: 5,090 shares; 2025Q3: 4,387 shares; 2025Q4: 4,163 shares; 2026Q1: 5,115 shares; 2026Q2: 5,147 shares; 2026Q3: 4,878 shares 4,878 $966K 0.02% -269 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: 16,293 shares; 2025Q1: 14,921 shares; 2025Q2: 15,693 shares; 2025Q3: 14,364 shares; 2025Q4: 14,626 shares; 2026Q1: 15,931 shares; 2026Q2: 13,266 shares; 2026Q3: 13,287 shares 13,287 $956K 0.02% +21 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; 2024Q4: 55,931 shares; 2025Q1: 66,525 shares; 2025Q2: 11,043 shares; 2025Q3: 11,038 shares; 2025Q4: 11,052 shares; 2026Q1: 10,352 shares; 2026Q2: 10,731 shares; 2026Q3: 10,576 shares 10,576 $953K 0.02% -155 Timeline FJUN 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; 2024Q4: 15,502 shares; 2025Q1: 15,502 shares; 2025Q2: 15,502 shares; 2025Q3: 15,502 shares; 2025Q4: 15,502 shares; 2026Q1: 15,502 shares; 2026Q2: 15,502 shares; 2026Q3: 15,502 shares 15,502 $949K 0.02% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,841 shares; 2025Q1: 7,484 shares; 2025Q2: 7,807 shares; 2025Q3: 7,902 shares; 2025Q4: 8,023 shares; 2026Q1: 9,961 shares; 2026Q2: 9,497 shares; 2026Q3: 11,173 shares 11,173 $943K 0.02% +1,676 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,886 shares; 2025Q1: 6,977 shares; 2025Q2: 6,839 shares; 2025Q3: 6,166 shares; 2025Q4: 6,035 shares; 2026Q1: 6,173 shares; 2026Q2: 5,443 shares; 2026Q3: 5,474 shares 5,474 $942K 0.02% +31 Timeline OIH 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: 1,389 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,578 shares; 2026Q1: 2,336 shares; 2026Q2: 2,494 shares; 2026Q3: 2,484 shares 2,484 $940K 0.02% -10 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,254 shares; 2025Q1: 16,292 shares; 2025Q2: 16,922 shares; 2025Q3: 16,025 shares; 2025Q4: 16,214 shares; 2026Q1: 16,046 shares; 2026Q2: 14,112 shares; 2026Q3: 14,344 shares 14,344 $939K 0.02% +232 Timeline FGD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,253 shares; 2026Q1: 7,411 shares; 2026Q2: 19,505 shares; 2026Q3: 28,219 shares 28,219 $936K 0.02% +8,714 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,525 shares; 2026Q3: 10,923 shares 10,923 $936K 0.02% +8,398 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,682 shares; 2025Q2: 14,921 shares; 2025Q3: 16,056 shares; 2025Q4: 21,088 shares; 2026Q1: 20,981 shares; 2026Q2: 19,991 shares; 2026Q3: 20,428 shares 20,428 $931K 0.02% +437 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,416 shares; 2026Q2: 21,546 shares; 2026Q3: 22,459 shares 22,459 $929K 0.02% +913 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: 11,204 shares; 2025Q1: 11,206 shares; 2025Q2: 11,216 shares; 2025Q3: 11,216 shares; 2025Q4: 12,700 shares; 2026Q1: 13,477 shares; 2026Q2: 15,360 shares; 2026Q3: 17,170 shares 17,170 $923K 0.02% +1,810 Timeline DGT 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: not reported; 2026Q2: 4,153 shares; 2026Q3: 4,959 shares 4,959 $921K 0.02% +806 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; 2024Q4: 849,593 shares; 2025Q1: 519,125 shares; 2025Q2: 528,308 shares; 2025Q3: 457,920 shares; 2025Q4: 26,153 shares; 2026Q1: 17,742 shares; 2026Q2: 13,537 shares; 2026Q3: 12,149 shares 12,149 $920K 0.02% -1,388 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,444 shares; 2025Q1: 16,497 shares; 2025Q2: 15,163 shares; 2025Q3: 17,474 shares; 2025Q4: 18,930 shares; 2026Q1: 19,466 shares; 2026Q2: 18,447 shares; 2026Q3: 19,735 shares 19,735 $916K 0.02% +1,288 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: 15,249 shares; 2025Q1: 6,048 shares; 2025Q2: 4,589 shares; 2025Q3: 4,604 shares; 2025Q4: 4,668 shares; 2026Q1: 4,698 shares; 2026Q2: 13,343 shares; 2026Q3: 9,053 shares 9,053 $915K 0.02% -4,290 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,796 shares; 2025Q1: 2,769 shares; 2025Q2: 3,585 shares; 2025Q3: 2,813 shares; 2025Q4: 2,858 shares; 2026Q1: 5,309 shares; 2026Q2: 5,571 shares; 2026Q3: 8,801 shares 8,801 $914K 0.02% +3,230 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; 2024Q4: 2,931 shares; 2025Q1: 3,717 shares; 2025Q2: 3,638 shares; 2025Q3: 3,546 shares; 2025Q4: 3,471 shares; 2026Q1: 3,807 shares; 2026Q2: 4,444 shares; 2026Q3: 4,834 shares 4,834 $904K 0.02% +390 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; 2024Q4: 5,727 shares; 2025Q1: 5,717 shares; 2025Q2: 5,706 shares; 2025Q3: 5,733 shares; 2025Q4: 5,871 shares; 2026Q1: 6,231 shares; 2026Q2: 4,010 shares; 2026Q3: 4,062 shares 4,062 $903K 0.02% +52 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC 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: 4,887 shares 4,887 $900K 0.02% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,706 shares; 2025Q3: 15,407 shares; 2025Q4: 16,257 shares; 2026Q1: 18,587 shares; 2026Q2: 20,202 shares; 2026Q3: 17,712 shares 17,712 $889K 0.02% -2,490 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: 41,076 shares; 2025Q1: 42,708 shares; 2025Q2: 24,343 shares; 2025Q3: 24,452 shares; 2025Q4: 26,400 shares; 2026Q1: 27,845 shares; 2026Q2: 26,516 shares; 2026Q3: 30,292 shares 30,292 $888K 0.02% +3,776 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; 2024Q4: 8,692 shares; 2025Q1: 8,493 shares; 2025Q2: 9,352 shares; 2025Q3: 11,021 shares; 2025Q4: 9,578 shares; 2026Q1: 10,934 shares; 2026Q2: 10,954 shares; 2026Q3: 11,072 shares 11,072 $886K 0.02% +118 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: 207,526 shares; 2025Q1: 2,369 shares; 2025Q2: 2,340 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,676 shares; 2026Q2: 8,583 shares; 2026Q3: 7,374 shares 7,374 $884K 0.02% -1,209 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: 62,556 shares; 2025Q1: 27,598 shares; 2025Q2: 11,814 shares; 2025Q3: 14,820 shares; 2025Q4: 14,820 shares; 2026Q1: 14,909 shares; 2026Q2: 36,964 shares; 2026Q3: 36,908 shares 36,908 $881K 0.02% -56 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: 6,722 shares; 2025Q1: 6,635 shares; 2025Q2: 6,740 shares; 2025Q3: 7,053 shares; 2025Q4: 6,786 shares; 2026Q1: 6,728 shares; 2026Q2: 2,474 shares; 2026Q3: 2,502 shares 2,502 $880K 0.02% +28 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,236 shares; 2025Q1: 3,191 shares; 2025Q2: 3,157 shares; 2025Q3: 3,003 shares; 2025Q4: 2,514 shares; 2026Q1: 2,731 shares; 2026Q2: 2,586 shares; 2026Q3: 3,810 shares 3,810 $880K 0.02% +1,224 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 5,607 shares; 2026Q2: 6,802 shares; 2026Q3: 5,416 shares 5,416 $875K 0.02% -1,386 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,346 shares; 2025Q1: 7,679 shares; 2025Q2: 7,793 shares; 2025Q3: 7,312 shares; 2025Q4: 7,175 shares; 2026Q1: 7,069 shares; 2026Q2: 4,038 shares; 2026Q3: 4,184 shares 4,184 $867K 0.02% +146 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,841 shares; 2025Q1: 19,841 shares; 2025Q2: 19,813 shares; 2025Q3: 19,716 shares; 2025Q4: 15,030 shares; 2026Q1: 14,746 shares; 2026Q2: 17,862 shares; 2026Q3: 17,893 shares 17,893 $864K 0.02% +31 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,640 shares; 2025Q1: 18,949 shares; 2025Q2: 18,949 shares; 2025Q3: 18,949 shares; 2025Q4: 14,904 shares; 2026Q1: 15,000 shares; 2026Q2: 15,837 shares; 2026Q3: 15,837 shares 15,837 $863K 0.02% 0 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; 2024Q4: not reported; 2025Q1: 5,787 shares; 2025Q2: 5,665 shares; 2025Q3: 5,762 shares; 2025Q4: 10,702 shares; 2026Q1: 11,387 shares; 2026Q2: 12,476 shares; 2026Q3: 12,808 shares 12,808 $862K 0.02% +332 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; 2024Q4: 1,772 shares; 2025Q1: 1,977 shares; 2025Q2: 1,867 shares; 2025Q3: 3,197 shares; 2025Q4: 3,178 shares; 2026Q1: 2,846 shares; 2026Q2: 2,908 shares; 2026Q3: 2,783 shares 2,783 $860K 0.02% -125 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,826 shares; 2026Q1: 5,616 shares; 2026Q2: 14,361 shares; 2026Q3: 12,934 shares 12,934 $859K 0.02% -1,427 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,401 shares; 2025Q1: 16,293 shares; 2025Q2: 20,747 shares; 2025Q3: 20,759 shares; 2025Q4: 20,545 shares; 2026Q1: 19,668 shares; 2026Q2: 20,261 shares; 2026Q3: 20,327 shares 20,327 $858K 0.02% +66 Timeline IYE 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: 11,512 shares; 2025Q2: 13,449 shares; 2025Q3: 13,190 shares; 2025Q4: 13,292 shares; 2026Q1: 12,043 shares; 2026Q2: 9,093 shares; 2026Q3: 13,159 shares 13,159 $853K 0.02% +4,066 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,557 shares; 2025Q1: 96,350 shares; 2025Q2: 109,939 shares; 2025Q3: 126,436 shares; 2025Q4: 135,411 shares; 2026Q1: 141,699 shares; 2026Q2: 24,359 shares; 2026Q3: 24,792 shares 24,792 $850K 0.01% +433 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,253 shares; 2025Q1: 5,164 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,357 shares; 2026Q1: 2,566 shares; 2026Q2: 2,566 shares; 2026Q3: 2,563 shares 2,563 $845K 0.01% -3 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; 2024Q4: 1,371 shares; 2025Q1: 1,426 shares; 2025Q2: 1,469 shares; 2025Q3: 1,478 shares; 2025Q4: 1,550 shares; 2026Q1: 1,555 shares; 2026Q2: 917 shares; 2026Q3: 937 shares 937 $844K 0.01% +20 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; 2024Q4: 3,039 shares; 2025Q1: 3,089 shares; 2025Q2: 3,071 shares; 2025Q3: 3,186 shares; 2025Q4: 3,243 shares; 2026Q1: 3,379 shares; 2026Q2: 2,486 shares; 2026Q3: 2,965 shares 2,965 $844K 0.01% +479 Timeline QBIF 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,881 shares; 2026Q3: 32,269 shares 32,269 $840K 0.01% +20,388 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,703 shares; 2025Q1: 6,981 shares; 2025Q2: 7,263 shares; 2025Q3: 7,397 shares; 2025Q4: 7,434 shares; 2026Q1: 7,411 shares; 2026Q2: 7,425 shares; 2026Q3: 8,183 shares 8,183 $838K 0.01% +758 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,142 shares; 2025Q1: 12,425 shares; 2025Q2: 12,646 shares; 2025Q3: 11,861 shares; 2025Q4: 12,059 shares; 2026Q1: 11,860 shares; 2026Q2: 15,917 shares; 2026Q3: 13,610 shares 13,610 $838K 0.01% -2,307 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,705 shares; 2026Q2: 26,702 shares; 2026Q3: 27,009 shares 27,009 $836K 0.01% +307 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,753 shares; 2026Q2: 1,264 shares; 2026Q3: 1,269 shares 1,269 $833K 0.01% +5 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,909 shares 14,909 $832K 0.01% new 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; 2024Q4: 36,598 shares; 2025Q1: 14,627 shares; 2025Q2: 15,001 shares; 2025Q3: 14,769 shares; 2025Q4: 15,399 shares; 2026Q1: 16,147 shares; 2026Q2: 17,787 shares; 2026Q3: 17,997 shares 17,997 $826K 0.01% +210 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 7,855 shares; 2026Q1: 8,666 shares; 2026Q2: 10,743 shares; 2026Q3: 9,640 shares 9,640 $824K 0.01% -1,103 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; 2024Q4: 31,992 shares; 2025Q1: 29,107 shares; 2025Q2: 26,978 shares; 2025Q3: 26,641 shares; 2025Q4: 25,699 shares; 2026Q1: 25,851 shares; 2026Q2: 24,590 shares; 2026Q3: 24,726 shares 24,726 $824K 0.01% +136 Timeline RSPU 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: 10,150 shares; 2025Q1: 11,808 shares; 2025Q2: 11,941 shares; 2025Q3: 11,821 shares; 2025Q4: 11,931 shares; 2026Q1: 12,021 shares; 2026Q2: 11,492 shares; 2026Q3: 11,720 shares 11,720 $822K 0.01% +228 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC 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: 1,247 shares; 2026Q2: 1,582 shares; 2026Q3: 1,573 shares 1,573 $813K 0.01% -9 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; 2024Q4: 1,149 shares; 2025Q1: 1,518 shares; 2025Q2: 1,418 shares; 2025Q3: 1,449 shares; 2025Q4: 1,433 shares; 2026Q1: 1,449 shares; 2026Q2: 1,486 shares; 2026Q3: 1,594 shares 1,594 $812K 0.01% +108 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,950 shares; 2025Q4: 11,265 shares; 2026Q1: 22,018 shares; 2026Q2: 22,476 shares; 2026Q3: 24,928 shares 24,928 $805K 0.01% +2,452 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,331 shares; 2025Q1: 2,648 shares; 2025Q2: 2,644 shares; 2025Q3: 2,332 shares; 2025Q4: 2,094 shares; 2026Q1: 2,084 shares; 2026Q2: 2,049 shares; 2026Q3: 2,066 shares 2,066 $803K 0.01% +17 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,611 shares; 2025Q1: 63,088 shares; 2025Q2: not reported; 2025Q3: 37,775 shares; 2025Q4: 44,314 shares; 2026Q1: 49,327 shares; 2026Q2: 49,558 shares; 2026Q3: 49,545 shares 49,545 $803K 0.01% -13 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,874 shares 17,874 $802K 0.01% new 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: 9,781 shares; 2025Q1: 9,958 shares; 2025Q2: 9,276 shares; 2025Q3: 9,291 shares; 2025Q4: 9,434 shares; 2026Q1: 10,086 shares; 2026Q2: 10,196 shares; 2026Q3: 14,754 shares 14,754 $799K 0.01% +4,558 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; 2024Q4: 3,007 shares; 2025Q1: 2,316 shares; 2025Q2: 2,317 shares; 2025Q3: 2,331 shares; 2025Q4: 2,316 shares; 2026Q1: 2,250 shares; 2026Q2: 2,231 shares; 2026Q3: 2,237 shares 2,237 $796K 0.01% +6 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,441 shares; 2025Q1: 13,592 shares; 2025Q2: 13,835 shares; 2025Q3: 13,480 shares; 2025Q4: 13,787 shares; 2026Q1: 21,996 shares; 2026Q2: 22,350 shares; 2026Q3: 21,468 shares 21,468 $795K 0.01% -882 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: 15,504 shares; 2026Q2: 21,637 shares; 2026Q3: 25,416 shares 25,416 $794K 0.01% +3,779 Timeline RWK 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: 5,600 shares; 2025Q1: 5,618 shares; 2025Q2: 5,639 shares; 2025Q3: 5,654 shares; 2025Q4: 5,668 shares; 2026Q1: 5,671 shares; 2026Q2: 5,682 shares; 2026Q3: 5,698 shares 5,698 $789K 0.01% +16 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; 2024Q4: 2,121 shares; 2025Q1: 2,065 shares; 2025Q2: 1,638 shares; 2025Q3: 1,640 shares; 2025Q4: 1,690 shares; 2026Q1: 2,526 shares; 2026Q2: 2,848 shares; 2026Q3: 2,782 shares 2,782 $785K 0.01% -66 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,353,509 shares; 2026Q2: 2,531,014 shares; 2026Q3: 9,515 shares 9,515 $782K 0.01% -2,521,499 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,079 shares; 2025Q1: 49,369 shares; 2025Q2: 46,818 shares; 2025Q3: 47,380 shares; 2025Q4: 44,843 shares; 2026Q1: 42,661 shares; 2026Q2: 33,834 shares; 2026Q3: 34,059 shares 34,059 $777K 0.01% +225 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,182 shares; 2025Q1: 17,753 shares; 2025Q2: 17,250 shares; 2025Q3: 18,506 shares; 2025Q4: 19,335 shares; 2026Q1: 19,594 shares; 2026Q2: 19,489 shares; 2026Q3: 19,182 shares 19,182 $771K 0.01% -307 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,121 shares; 2025Q1: 26,520 shares; 2025Q2: 28,766 shares; 2025Q3: 26,219 shares; 2025Q4: 26,911 shares; 2026Q1: 27,259 shares; 2026Q2: 27,194 shares; 2026Q3: 27,533 shares 27,533 $770K 0.01% +339 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF 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: 28,812 shares 28,812 $767K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,428 shares; 2025Q2: 13,851 shares; 2025Q3: 11,717 shares; 2025Q4: 11,766 shares; 2026Q1: 8,162 shares; 2026Q2: 8,142 shares; 2026Q3: 8,255 shares 8,255 $757K 0.01% +113 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: 1,652 shares; 2025Q1: 1,653 shares; 2025Q2: 1,842 shares; 2025Q3: 1,477 shares; 2025Q4: 1,566 shares; 2026Q1: 1,523 shares; 2026Q2: 1,619 shares; 2026Q3: 1,817 shares 1,817 $756K 0.01% +198 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,654 shares; 2025Q1: 13,039 shares; 2025Q2: 13,040 shares; 2025Q3: 13,041 shares; 2025Q4: 12,898 shares; 2026Q1: 12,898 shares; 2026Q2: 12,913 shares; 2026Q3: 12,914 shares 12,914 $754K 0.01% +1 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: 7,889 shares; 2025Q1: 7,390 shares; 2025Q2: 7,412 shares; 2025Q3: 7,439 shares; 2025Q4: 6,213 shares; 2026Q1: 5,955 shares; 2026Q2: 7,029 shares; 2026Q3: 7,166 shares 7,166 $746K 0.01% +137 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; 2024Q4: 1,110 shares; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 1,651 shares; 2025Q4: 1,634 shares; 2026Q1: 1,329 shares; 2026Q2: 1,342 shares; 2026Q3: 1,868 shares 1,868 $742K 0.01% +526 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,433 shares; 2026Q2: 28,506 shares; 2026Q3: 28,506 shares 28,506 $733K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: 1,709 shares; 2026Q1: 3,603 shares; 2026Q2: 3,516 shares; 2026Q3: 3,465 shares 3,465 $731K 0.01% -51 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,794 shares; 2025Q1: 4,317 shares; 2025Q2: 4,352 shares; 2025Q3: 4,311 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares; 2026Q2: 4,575 shares; 2026Q3: 3,955 shares 3,955 $731K 0.01% -620 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS 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: 25,465 shares 25,465 $729K 0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,022 shares; 2026Q2: 5,076 shares; 2026Q3: 8,337 shares 8,337 $725K 0.01% +3,261 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,329 shares; 2025Q1: 5,385 shares; 2025Q2: 5,370 shares; 2025Q3: 5,267 shares; 2025Q4: 5,306 shares; 2026Q1: 5,339 shares; 2026Q2: 5,331 shares; 2026Q3: 4,769 shares 4,769 $725K 0.01% -562 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,768 shares; 2025Q1: 19,254 shares; 2025Q2: 22,976 shares; 2025Q3: 24,326 shares; 2025Q4: 25,328 shares; 2026Q1: 24,607 shares; 2026Q2: 38,803 shares; 2026Q3: 25,388 shares 25,388 $724K 0.01% -13,415 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: 43,813 shares; 2025Q1: 2,708 shares; 2025Q2: 2,973 shares; 2025Q3: 3,793 shares; 2025Q4: 5,317 shares; 2026Q1: 8,170 shares; 2026Q2: 7,642 shares; 2026Q3: 7,831 shares 7,831 $722K 0.01% +189 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,273 shares; 2025Q1: 10,323 shares; 2025Q2: 9,920 shares; 2025Q3: 9,832 shares; 2025Q4: 9,924 shares; 2026Q1: 9,592 shares; 2026Q2: 7,725 shares; 2026Q3: 6,912 shares 6,912 $717K 0.01% -813 Timeline FOPC ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,804 shares; 2025Q1: 35,503 shares; 2025Q2: 31,982 shares; 2025Q3: 31,685 shares; 2025Q4: 30,653 shares; 2026Q1: 29,605 shares; 2026Q2: 29,642 shares; 2026Q3: 29,357 shares 29,357 $713K 0.01% -285 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: 32,203 shares; 2025Q1: 32,160 shares; 2025Q2: 32,739 shares; 2025Q3: 16,921 shares; 2025Q4: 17,211 shares; 2026Q1: 18,753 shares; 2026Q2: 19,143 shares; 2026Q3: 19,461 shares 19,461 $709K 0.01% +318 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,813 shares; 2025Q1: 1,815 shares; 2025Q2: 1,842 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,871 shares; 2026Q2: 5,442 shares; 2026Q3: 5,638 shares 5,638 $706K 0.01% +196 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; 2024Q4: 2,643 shares; 2025Q1: 2,602 shares; 2025Q2: 1,539 shares; 2025Q3: 1,555 shares; 2025Q4: 1,565 shares; 2026Q1: 1,547 shares; 2026Q2: 1,536 shares; 2026Q3: 1,821 shares 1,821 $706K 0.01% +285 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,793 shares; 2025Q2: 11,302 shares; 2025Q3: 11,524 shares; 2025Q4: 11,417 shares; 2026Q1: 12,779 shares; 2026Q2: 12,565 shares; 2026Q3: 12,916 shares 12,916 $703K 0.01% +351 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; 2024Q4: 2,128 shares; 2025Q1: 1,641 shares; 2025Q2: 1,641 shares; 2025Q3: 1,643 shares; 2025Q4: 1,674 shares; 2026Q1: 1,459 shares; 2026Q2: 1,713 shares; 2026Q3: 1,768 shares 1,768 $699K 0.01% +55 Timeline FCBD ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,898 shares; 2025Q1: 40,724 shares; 2025Q2: 36,611 shares; 2025Q3: 34,702 shares; 2025Q4: 33,089 shares; 2026Q1: 32,664 shares; 2026Q2: 29,448 shares; 2026Q3: 28,476 shares 28,476 $697K 0.01% -972 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,599 shares; 2025Q2: 12,693 shares; 2025Q3: 12,787 shares; 2025Q4: 13,147 shares; 2026Q1: 13,226 shares; 2026Q2: 13,226 shares; 2026Q3: 13,247 shares 13,247 $695K 0.01% +21 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,977 shares; 2025Q1: 7,272 shares; 2025Q2: 7,659 shares; 2025Q3: 7,917 shares; 2025Q4: 9,261 shares; 2026Q1: 11,421 shares; 2026Q2: 12,945 shares; 2026Q3: 11,460 shares 11,460 $694K 0.01% -1,485 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; 2024Q4: 1,415 shares; 2025Q1: 1,416 shares; 2025Q2: 1,140 shares; 2025Q3: 1,722 shares; 2025Q4: 1,679 shares; 2026Q1: 1,707 shares; 2026Q2: 9,350 shares; 2026Q3: 7,445 shares 7,445 $690K 0.01% -1,905 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,150 shares; 2025Q1: 10,668 shares; 2025Q2: 94,449 shares; 2025Q3: 68,794 shares; 2025Q4: 85,719 shares; 2026Q1: 18,281 shares; 2026Q2: 12,261 shares; 2026Q3: 12,494 shares 12,494 $687K 0.01% +233 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,975 shares; 2025Q4: 7,721 shares; 2026Q1: 6,851 shares; 2026Q2: 12,395 shares; 2026Q3: 12,549 shares 12,549 $683K 0.01% +154 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,311 shares; 2025Q1: 6,811 shares; 2025Q2: 5,063 shares; 2025Q3: 4,379 shares; 2025Q4: 4,056 shares; 2026Q1: 3,829 shares; 2026Q2: 3,601 shares; 2026Q3: 3,560 shares 3,560 $670K 0.01% -41 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,374 shares; 2025Q1: 2,399 shares; 2025Q2: 2,435 shares; 2025Q3: 2,406 shares; 2025Q4: 2,560 shares; 2026Q1: 2,919 shares; 2026Q2: 3,710 shares; 2026Q3: 4,487 shares 4,487 $665K 0.01% +777 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,806 shares; 2025Q1: 79,101 shares; 2025Q2: 89,976 shares; 2025Q3: 101,303 shares; 2025Q4: 111,291 shares; 2026Q1: 129,923 shares; 2026Q2: 15,239 shares; 2026Q3: 17,903 shares 17,903 $658K 0.01% +2,664 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares; 2025Q4: 3,850 shares; 2026Q1: 3,505 shares; 2026Q2: 3,859 shares; 2026Q3: 4,273 shares 4,273 $657K 0.01% +414 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: 7,223 shares; 2025Q1: 7,232 shares; 2025Q2: 7,240 shares; 2025Q3: 6,322 shares; 2025Q4: 5,546 shares; 2026Q1: 5,485 shares; 2026Q2: 5,607 shares; 2026Q3: 5,614 shares 5,614 $657K 0.01% +7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,612 shares; 2026Q2: 9,501 shares; 2026Q3: 6,951 shares 6,951 $654K 0.01% -2,550 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; 2024Q4: 4,207 shares; 2025Q1: 3,599 shares; 2025Q2: 3,279 shares; 2025Q3: 3,208 shares; 2025Q4: 3,223 shares; 2026Q1: 3,215 shares; 2026Q2: 1,756 shares; 2026Q3: 1,934 shares 1,934 $653K 0.01% +178 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,140 shares; 2025Q1: 1,194 shares; 2025Q2: 1,287 shares; 2025Q3: 1,289 shares; 2025Q4: 1,274 shares; 2026Q1: 973 shares; 2026Q2: 1,230 shares; 2026Q3: 1,147 shares 1,147 $652K 0.01% -83 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,101 shares; 2025Q1: 5,012 shares; 2025Q2: 5,279 shares; 2025Q3: 5,304 shares; 2025Q4: 5,283 shares; 2026Q1: 3,299 shares; 2026Q2: 2,886 shares; 2026Q3: 3,502 shares 3,502 $652K 0.01% +616 Timeline VFMV 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: 2,700 shares; 2025Q1: 3,194 shares; 2025Q2: 3,209 shares; 2025Q3: 3,144 shares; 2025Q4: 2,802 shares; 2026Q1: 3,185 shares; 2026Q2: 3,798 shares; 2026Q3: 4,601 shares 4,601 $651K 0.01% +803 Timeline GPIQ 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: not reported; 2025Q1: 20,554 shares; 2025Q2: 17,026 shares; 2025Q3: 17,220 shares; 2025Q4: 16,691 shares; 2026Q1: 15,197 shares; 2026Q2: 14,937 shares; 2026Q3: 11,179 shares 11,179 $648K 0.01% -3,758 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: 90,174 shares; 2025Q1: 88,504 shares; 2025Q2: 56,319 shares; 2025Q3: 49,147 shares; 2025Q4: 17,258 shares; 2026Q1: 15,932 shares; 2026Q2: 15,579 shares; 2026Q3: 15,579 shares 15,579 $647K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 554 shares; 2025Q1: 489 shares; 2025Q2: 244 shares; 2025Q3: 247 shares; 2025Q4: 409 shares; 2026Q1: 404 shares; 2026Q2: 4,307 shares; 2026Q3: 3,295 shares 3,295 $642K 0.01% -1,012 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; 2024Q4: 55,554 shares; 2025Q1: 30,137 shares; 2025Q2: 13,437 shares; 2025Q3: 12,632 shares; 2025Q4: 9,784 shares; 2026Q1: 8,284 shares; 2026Q2: 7,789 shares; 2026Q3: 7,512 shares 7,512 $642K 0.01% -277 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,553 shares; 2025Q1: 5,572 shares; 2025Q2: 5,026 shares; 2025Q3: 5,167 shares; 2025Q4: 5,205 shares; 2026Q1: 5,450 shares; 2026Q2: 8,662 shares; 2026Q3: 6,800 shares 6,800 $639K 0.01% -1,862 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,074 shares; 2025Q1: 7,123 shares; 2025Q2: 6,912 shares; 2025Q3: 7,350 shares; 2025Q4: 7,749 shares; 2026Q1: 8,366 shares; 2026Q2: 6,715 shares; 2026Q3: 6,459 shares 6,459 $638K 0.01% -256 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,080 shares; 2025Q1: 12,172 shares; 2025Q2: 13,175 shares; 2025Q3: 13,098 shares; 2025Q4: 13,150 shares; 2026Q1: 12,732 shares; 2026Q2: 12,691 shares; 2026Q3: 12,375 shares 12,375 $632K 0.01% -316 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,472 shares; 2025Q4: 9,256 shares; 2026Q1: 11,959 shares; 2026Q2: 12,364 shares; 2026Q3: 13,505 shares 13,505 $628K 0.01% +1,141 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 562 shares; 2025Q1: 615 shares; 2025Q2: 724 shares; 2025Q3: 667 shares; 2025Q4: 6,187 shares; 2026Q1: 6,310 shares; 2026Q2: 7,346 shares; 2026Q3: 8,987 shares 8,987 $625K 0.01% +1,641 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; 2024Q4: 1,947 shares; 2025Q1: 1,953 shares; 2025Q2: 2,563 shares; 2025Q3: 2,897 shares; 2025Q4: 2,908 shares; 2026Q1: 2,918 shares; 2026Q2: 2,804 shares; 2026Q3: 2,814 shares 2,814 $620K 0.01% +10 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC 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: 8,013 shares; 2026Q2: 8,347 shares; 2026Q3: 8,327 shares 8,327 $620K 0.01% -20 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: 3,263 shares; 2025Q1: 3,445 shares; 2025Q2: 3,925 shares; 2025Q3: 3,684 shares; 2025Q4: 3,363 shares; 2026Q1: 5,568 shares; 2026Q2: 3,800 shares; 2026Q3: 4,982 shares 4,982 $613K 0.01% +1,182 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; 2024Q4: 8,152 shares; 2025Q1: 8,406 shares; 2025Q2: 7,539 shares; 2025Q3: 6,900 shares; 2025Q4: 6,097 shares; 2026Q1: 7,631 shares; 2026Q2: 6,694 shares; 2026Q3: 5,834 shares 5,834 $612K 0.01% -860 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; 2024Q4: 956,139 shares; 2025Q1: 891,680 shares; 2025Q2: 879,867 shares; 2025Q3: 766,476 shares; 2025Q4: 769,938 shares; 2026Q1: 34,166 shares; 2026Q2: 8,717 shares; 2026Q3: 8,932 shares 8,932 $612K 0.01% +215 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,347 shares; 2025Q1: 29,642 shares; 2025Q2: 30,397 shares; 2025Q3: 15,711 shares; 2025Q4: 15,697 shares; 2026Q1: 8,774 shares; 2026Q2: 8,509 shares; 2026Q3: 8,243 shares 8,243 $610K 0.01% -266 Timeline IWN 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: 3,048 shares; 2025Q2: 3,100 shares; 2025Q3: 3,113 shares; 2025Q4: 2,959 shares; 2026Q1: 2,967 shares; 2026Q2: 2,875 shares; 2026Q3: 2,886 shares 2,886 $604K 0.01% +11 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; 2024Q4: 1,747 shares; 2025Q1: 1,806 shares; 2025Q2: 1,670 shares; 2025Q3: 1,888 shares; 2025Q4: 2,028 shares; 2026Q1: 1,769 shares; 2026Q2: 2,301 shares; 2026Q3: 2,267 shares 2,267 $603K 0.01% -34 Timeline IYC 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: 6,308 shares; 2025Q2: 6,317 shares; 2025Q3: 6,325 shares; 2025Q4: 6,331 shares; 2026Q1: 6,340 shares; 2026Q2: 6,349 shares; 2026Q3: 6,359 shares 6,359 $603K 0.01% +10 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; 2024Q4: 666 shares; 2025Q1: 782 shares; 2025Q2: 842 shares; 2025Q3: 969 shares; 2025Q4: 1,006 shares; 2026Q1: 1,058 shares; 2026Q2: 551 shares; 2026Q3: 554 shares 554 $600K 0.01% +3 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: 14,895 shares; 2025Q1: 9,028 shares; 2025Q2: 9,029 shares; 2025Q3: 15,573 shares; 2025Q4: 15,649 shares; 2026Q1: 24,418 shares; 2026Q2: 24,515 shares; 2026Q3: 12,529 shares 12,529 $593K 0.01% -11,986 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,967 shares; 2025Q1: 2,697 shares; 2025Q2: 2,103 shares; 2025Q3: 2,018 shares; 2025Q4: 1,880 shares; 2026Q1: 1,318 shares; 2026Q2: 1,784 shares; 2026Q3: 2,846 shares 2,846 $593K 0.01% +1,062 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; 2024Q4: not reported; 2025Q1: 2,648 shares; 2025Q2: 2,646 shares; 2025Q3: 2,671 shares; 2025Q4: 2,633 shares; 2026Q1: 3,780 shares; 2026Q2: 4,055 shares; 2026Q3: 4,090 shares 4,090 $592K 0.01% +35 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; 2024Q4: 1,848 shares; 2025Q1: 1,489 shares; 2025Q2: 1,489 shares; 2025Q3: 1,473 shares; 2025Q4: 1,556 shares; 2026Q1: 1,302 shares; 2026Q2: 1,206 shares; 2026Q3: 1,156 shares 1,156 $588K 0.01% -50 Timeline FXL 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; 2024Q4: 2,578 shares; 2025Q1: 2,574 shares; 2025Q2: 2,574 shares; 2025Q3: 2,575 shares; 2025Q4: 2,486 shares; 2026Q1: 2,486 shares; 2026Q2: 2,473 shares; 2026Q3: 2,653 shares 2,653 $586K 0.01% +180 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC 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: 17,680 shares; 2026Q2: 17,680 shares; 2026Q3: 17,680 shares 17,680 $586K 0.01% 0 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; 2024Q4: 16,592 shares; 2025Q1: 15,999 shares; 2025Q2: 17,818 shares; 2025Q3: 16,458 shares; 2025Q4: 11,886 shares; 2026Q1: 11,858 shares; 2026Q2: 10,932 shares; 2026Q3: 12,636 shares 12,636 $585K 0.01% +1,704 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,890 shares; 2025Q1: 13,010 shares; 2025Q2: 147,301 shares; 2025Q3: 147,274 shares; 2025Q4: 145,838 shares; 2026Q1: 145,657 shares; 2026Q2: 9,596 shares; 2026Q3: 8,110 shares 8,110 $580K 0.01% -1,486 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,477 shares; 2025Q1: 1,538 shares; 2025Q2: 1,558 shares; 2025Q3: 1,484 shares; 2025Q4: 1,472 shares; 2026Q1: 1,518 shares; 2026Q2: 1,597 shares; 2026Q3: 2,064 shares 2,064 $568K 0.01% +467 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,967 shares; 2026Q2: 10,987 shares; 2026Q3: 10,987 shares 10,987 $565K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205,389 shares; 2025Q1: 257,925 shares; 2025Q2: 274,295 shares; 2025Q3: 250,752 shares; 2025Q4: 248,284 shares; 2026Q1: 3,291 shares; 2026Q2: 2,513 shares; 2026Q3: 2,456 shares 2,456 $564K 0.01% -57 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,311 shares; 2026Q3: 3,685 shares 3,685 $559K 0.01% +374 Timeline FXU 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; 2024Q4: 10,992 shares; 2025Q1: 11,047 shares; 2025Q2: 10,509 shares; 2025Q3: 10,257 shares; 2025Q4: 10,329 shares; 2026Q1: 10,461 shares; 2026Q2: 12,394 shares; 2026Q3: 12,485 shares 12,485 $548K 0.01% +91 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,990 shares; 2025Q1: 9,826 shares; 2025Q2: 10,164 shares; 2025Q3: 10,224 shares; 2025Q4: 8,595 shares; 2026Q1: 9,568 shares; 2026Q2: 5,831 shares; 2026Q3: 5,759 shares 5,759 $547K 0.01% -72 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,968 shares; 2025Q1: 4,378 shares; 2025Q2: 4,571 shares; 2025Q3: 4,479 shares; 2025Q4: 4,487 shares; 2026Q1: 4,053 shares; 2026Q2: 3,964 shares; 2026Q3: 4,303 shares 4,303 $545K 0.01% +339 Timeline IGSB 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: 3,967 shares; 2025Q3: 6,296 shares; 2025Q4: 8,421 shares; 2026Q1: 6,383 shares; 2026Q2: 7,625 shares; 2026Q3: 10,636 shares 10,636 $545K 0.01% +3,011 Timeline RSPN 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: 10,133 shares; 2025Q1: 10,285 shares; 2025Q2: 12,341 shares; 2025Q3: 12,369 shares; 2025Q4: 12,532 shares; 2026Q1: 12,553 shares; 2026Q2: 9,430 shares; 2026Q3: 9,336 shares 9,336 $541K 0.01% -94 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; 2024Q4: 2,274 shares; 2025Q1: 2,297 shares; 2025Q2: 2,290 shares; 2025Q3: 2,310 shares; 2025Q4: 2,323 shares; 2026Q1: 2,312 shares; 2026Q2: 2,319 shares; 2026Q3: 2,281 shares 2,281 $540K 0.01% -38 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,116 shares; 2025Q1: 2,761 shares; 2025Q2: 2,718 shares; 2025Q3: 2,734 shares; 2025Q4: 2,689 shares; 2026Q1: 2,705 shares; 2026Q2: 3,123 shares; 2026Q3: 3,149 shares 3,149 $539K 0.01% +26 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; 2024Q4: not reported; 2025Q1: 2,903 shares; 2025Q2: 4,934 shares; 2025Q3: 4,901 shares; 2025Q4: 4,901 shares; 2026Q1: 4,947 shares; 2026Q2: 5,285 shares; 2026Q3: 4,561 shares 4,561 $537K 0.01% -724 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,001 shares; 2025Q1: 8,243 shares; 2025Q2: 8,360 shares; 2025Q3: 8,634 shares; 2025Q4: 7,287 shares; 2026Q1: 7,255 shares; 2026Q2: 6,418 shares; 2026Q3: 6,138 shares 6,138 $535K 0.01% -280 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 792,878 shares; 2025Q1: 683,316 shares; 2025Q2: 708,088 shares; 2025Q3: 10,633 shares; 2025Q4: 9,224 shares; 2026Q1: 6,493 shares; 2026Q2: 5,175 shares; 2026Q3: 5,661 shares 5,661 $533K 0.01% +486 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,324 shares; 2025Q3: 11,112 shares; 2025Q4: 11,308 shares; 2026Q1: 11,275 shares; 2026Q2: 11,662 shares; 2026Q3: 11,915 shares 11,915 $532K 0.01% +253 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; 2024Q4: 1,492 shares; 2025Q1: 1,576 shares; 2025Q2: 1,452 shares; 2025Q3: 1,530 shares; 2025Q4: 1,536 shares; 2026Q1: 1,500 shares; 2026Q2: 1,413 shares; 2026Q3: 2,057 shares 2,057 $531K 0.01% +644 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 10,100 shares; 2026Q1: 15,094 shares; 2026Q2: 16,182 shares; 2026Q3: 17,092 shares 17,092 $528K 0.01% +910 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 465 shares; 2026Q2: 550 shares; 2026Q3: 516 shares 516 $516K 0.01% -34 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; 2024Q4: 1,883 shares; 2025Q1: 2,475 shares; 2025Q2: 2,194 shares; 2025Q3: 2,197 shares; 2025Q4: 2,142 shares; 2026Q1: 1,874 shares; 2026Q2: 1,950 shares; 2026Q3: 2,031 shares 2,031 $516K 0.01% +81 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,543 shares; 2025Q1: 30,909 shares; 2025Q2: 30,798 shares; 2025Q3: 29,777 shares; 2025Q4: 27,974 shares; 2026Q1: 26,554 shares; 2026Q2: 26,406 shares; 2026Q3: 19,118 shares 19,118 $514K 0.01% -7,288 Timeline BUFY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,882 shares; 2026Q2: 20,882 shares; 2026Q3: 21,517 shares 21,517 $511K 0.01% +635 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; 2024Q4: 3,869 shares; 2025Q1: 3,490 shares; 2025Q2: 3,520 shares; 2025Q3: 3,548 shares; 2025Q4: 3,551 shares; 2026Q1: 3,571 shares; 2026Q2: 3,155 shares; 2026Q3: 3,210 shares 3,210 $507K 0.01% +55 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: 8,572 shares; 2025Q1: 8,752 shares; 2025Q2: 7,927 shares; 2025Q3: 6,114 shares; 2025Q4: 4,977 shares; 2026Q1: 4,874 shares; 2026Q2: 4,734 shares; 2026Q3: 4,734 shares 4,734 $505K 0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,299 shares; 2025Q1: 4,302 shares; 2025Q2: 4,304 shares; 2025Q3: 4,307 shares; 2025Q4: 3,601 shares; 2026Q1: 3,604 shares; 2026Q2: 3,265 shares; 2026Q3: 3,804 shares 3,804 $504K 0.01% +539 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,497 shares; 2025Q1: 4,516 shares; 2025Q2: 4,529 shares; 2025Q3: 4,535 shares; 2025Q4: 4,543 shares; 2026Q1: 4,556 shares; 2026Q2: 4,493 shares; 2026Q3: 4,243 shares 4,243 $504K 0.01% -250 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,150 shares; 2025Q1: 5,870 shares; 2025Q2: 5,837 shares; 2025Q3: 6,587 shares; 2025Q4: 6,268 shares; 2026Q1: 5,619 shares; 2026Q2: 4,555 shares; 2026Q3: 5,649 shares 5,649 $503K 0.01% +1,094 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC 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: 14,732 shares; 2026Q2: 14,732 shares; 2026Q3: 14,732 shares 14,732 $503K 0.01% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 48,079 shares; 2026Q2: 48,961 shares; 2026Q3: 48,961 shares 48,961 $502K 0.01% 0 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; 2024Q4: 356,876 shares; 2025Q1: 389,636 shares; 2025Q2: 423,195 shares; 2025Q3: 427,835 shares; 2025Q4: 870,082 shares; 2026Q1: 906,031 shares; 2026Q2: 18,517 shares; 2026Q3: 12,672 shares 12,672 $500K 0.01% -5,845 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,442 shares; 2025Q3: 17,556 shares; 2025Q4: 25,654 shares; 2026Q1: 25,739 shares; 2026Q2: 25,739 shares; 2026Q3: 21,918 shares 21,918 $498K 0.01% -3,821 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,540 shares; 2025Q1: 12,351 shares; 2025Q2: 12,518 shares; 2025Q3: 12,581 shares; 2025Q4: 12,634 shares; 2026Q1: 12,667 shares; 2026Q2: 10,811 shares; 2026Q3: 10,885 shares 10,885 $497K 0.01% +74 Timeline BUFZ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,705 shares; 2026Q2: 16,705 shares; 2026Q3: 17,284 shares 17,284 $493K 0.01% +579 Timeline RSPH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,580 shares; 2026Q3: 13,250 shares 13,250 $490K 0.01% +6,670 Timeline MOTI 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: 19,432 shares; 2025Q1: 16,671 shares; 2025Q2: 17,797 shares; 2025Q3: 14,658 shares; 2025Q4: 15,130 shares; 2026Q1: 14,959 shares; 2026Q2: 14,594 shares; 2026Q3: 13,852 shares 13,852 $479K 0.01% -742 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,390 shares; 2025Q1: 91,301 shares; 2025Q2: 93,778 shares; 2025Q3: 10,489 shares; 2025Q4: 10,357 shares; 2026Q1: 6,124 shares; 2026Q2: 5,892 shares; 2026Q3: 5,736 shares 5,736 $479K 0.01% -156 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,291 shares; 2025Q2: 4,262 shares; 2025Q3: 4,416 shares; 2025Q4: 4,837 shares; 2026Q1: 4,805 shares; 2026Q2: 5,678 shares; 2026Q3: 5,802 shares 5,802 $473K 0.01% +124 Timeline BUFS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,511 shares; 2026Q2: 18,435 shares; 2026Q3: 19,033 shares 19,033 $470K 0.01% +598 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,164 shares; 2025Q1: 68,280 shares; 2025Q2: 63,201 shares; 2025Q3: 61,617 shares; 2025Q4: 56,930 shares; 2026Q1: 56,675 shares; 2026Q2: 55,534 shares; 2026Q3: 38,939 shares 38,939 $470K 0.01% -16,595 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,238 shares; 2025Q1: 2,156 shares; 2025Q2: 2,172 shares; 2025Q3: 2,168 shares; 2025Q4: 2,149 shares; 2026Q1: 2,006 shares; 2026Q2: 1,987 shares; 2026Q3: 2,551 shares 2,551 $470K 0.01% +564 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,799 shares; 2025Q1: 13,805 shares; 2025Q2: 13,859 shares; 2025Q3: 13,917 shares; 2025Q4: 13,966 shares; 2026Q1: 14,076 shares; 2026Q2: 14,363 shares; 2026Q3: 14,180 shares 14,180 $466K 0.01% -183 Timeline FTHI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,004 shares; 2026Q1: 12,730 shares; 2026Q2: 19,007 shares; 2026Q3: 19,719 shares 19,719 $465K 0.01% +712 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,072 shares; 2025Q1: 26,570 shares; 2025Q2: 25,634 shares; 2025Q3: 24,343 shares; 2025Q4: 24,408 shares; 2026Q1: 24,387 shares; 2026Q2: 9,113 shares; 2026Q3: 6,914 shares 6,914 $462K 0.01% -2,199 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,906 shares; 2025Q1: 5,923 shares; 2025Q2: 5,964 shares; 2025Q3: 5,984 shares; 2025Q4: 5,671 shares; 2026Q1: 5,120 shares; 2026Q2: 5,166 shares; 2026Q3: 5,182 shares 5,182 $460K 0.01% +16 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,843 shares; 2026Q3: 10,805 shares 10,805 $457K 0.01% +962 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,368 shares; 2025Q1: 20,534 shares; 2025Q2: 21,142 shares; 2025Q3: 21,771 shares; 2025Q4: 22,416 shares; 2026Q1: 23,088 shares; 2026Q2: 23,786 shares; 2026Q3: 24,486 shares 24,486 $454K 0.01% +700 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,884 shares; 2026Q1: 5,175 shares; 2026Q2: 9,155 shares; 2026Q3: 8,569 shares 8,569 $453K 0.01% -586 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; 2024Q4: 2,429 shares; 2025Q1: 2,505 shares; 2025Q2: 2,523 shares; 2025Q3: 2,540 shares; 2025Q4: 2,458 shares; 2026Q1: 2,475 shares; 2026Q2: 1,886 shares; 2026Q3: 1,935 shares 1,935 $452K 0.01% +49 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,002 shares; 2025Q1: 7,170 shares; 2025Q2: 7,170 shares; 2025Q3: 6,813 shares; 2025Q4: 8,277 shares; 2026Q1: 8,618 shares; 2026Q2: 10,618 shares; 2026Q3: 10,297 shares 10,297 $447K 0.01% -321 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,461 shares; 2025Q1: 3,636 shares; 2025Q2: 3,118 shares; 2025Q3: 3,096 shares; 2025Q4: 3,052 shares; 2026Q1: 3,028 shares; 2026Q2: 2,836 shares; 2026Q3: 2,789 shares 2,789 $447K 0.01% -47 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; 2024Q4: 2,757 shares; 2025Q1: 3,266 shares; 2025Q2: 2,986 shares; 2025Q3: 2,556 shares; 2025Q4: 2,470 shares; 2026Q1: 2,237 shares; 2026Q2: 2,202 shares; 2026Q3: 3,377 shares 3,377 $447K 0.01% +1,175 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: 4,694 shares; 2025Q1: 4,550 shares; 2025Q2: 3,830 shares; 2025Q3: 3,856 shares; 2025Q4: 3,892 shares; 2026Q1: 3,459 shares; 2026Q2: 3,689 shares; 2026Q3: 4,309 shares 4,309 $444K 0.01% +620 Timeline FDEC 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; 2024Q4: 7,902 shares; 2025Q1: 7,902 shares; 2025Q2: 7,902 shares; 2025Q3: 7,902 shares; 2025Q4: 7,902 shares; 2026Q1: 7,902 shares; 2026Q2: 7,902 shares; 2026Q3: 7,902 shares 7,902 $443K 0.01% 0 Timeline XMVM 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: 4,831 shares; 2025Q1: 5,045 shares; 2025Q2: 5,262 shares; 2025Q3: 5,289 shares; 2025Q4: 5,358 shares; 2026Q1: 5,510 shares; 2026Q2: 6,275 shares; 2026Q3: 6,346 shares 6,346 $443K 0.01% +71 Timeline TBLU 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,753 shares; 2025Q4: 8,753 shares; 2026Q1: 8,970 shares; 2026Q2: 9,058 shares; 2026Q3: 9,058 shares 9,058 $442K 0.01% 0 Timeline QBSF 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,998 shares 15,998 $440K 0.01% new Timeline DSEP 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; 2024Q4: 8,971 shares; 2025Q1: 8,971 shares; 2025Q2: 8,971 shares; 2025Q3: 8,971 shares; 2025Q4: 8,971 shares; 2026Q1: 8,971 shares; 2026Q2: 8,971 shares; 2026Q3: 8,971 shares 8,971 $438K 0.01% 0 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; 2024Q4: 3,161 shares; 2025Q1: 3,875 shares; 2025Q2: 3,847 shares; 2025Q3: 3,818 shares; 2025Q4: 3,612 shares; 2026Q1: 3,770 shares; 2026Q2: 3,868 shares; 2026Q3: 3,830 shares 3,830 $437K 0.01% -38 Timeline EMXC ISHARES INC More: the full row for ISHARES INC 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: 4,369 shares 4,369 $433K 0.01% new Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,576 shares; 2025Q2: 6,854 shares; 2025Q3: 6,858 shares; 2025Q4: 8,420 shares; 2026Q1: 8,648 shares; 2026Q2: 8,994 shares; 2026Q3: 9,201 shares 9,201 $432K 0.01% +207 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,863 shares; 2025Q1: 29,242 shares; 2025Q2: 7,396 shares; 2025Q3: 6,082 shares; 2025Q4: 5,944 shares; 2026Q1: 5,424 shares; 2026Q2: 5,323 shares; 2026Q3: 5,134 shares 5,134 $429K 0.01% -189 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,058 shares; 2026Q2: 14,058 shares; 2026Q3: 14,058 shares 14,058 $427K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,854 shares; 2026Q3: 2,023 shares 2,023 $427K 0.01% +169 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: 17,400 shares; 2026Q3: 17,400 shares 17,400 $420K 0.01% 0 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; 2024Q4: 12,216 shares; 2025Q1: 12,607 shares; 2025Q2: 4,383 shares; 2025Q3: 3,690 shares; 2025Q4: 3,584 shares; 2026Q1: 6,033 shares; 2026Q2: 5,985 shares; 2026Q3: 5,438 shares 5,438 $420K 0.01% -547 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,920 shares 4,920 $420K 0.01% new 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: 4,916 shares; 2025Q1: 4,780 shares; 2025Q2: 5,031 shares; 2025Q3: 4,712 shares; 2025Q4: 4,448 shares; 2026Q1: 4,125 shares; 2026Q2: 3,378 shares; 2026Q3: 3,273 shares 3,273 $419K 0.01% -105 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,064 shares; 2025Q1: 2,144 shares; 2025Q2: 2,114 shares; 2025Q3: 1,504 shares; 2025Q4: 1,239 shares; 2026Q1: 1,209 shares; 2026Q2: 1,241 shares; 2026Q3: 1,310 shares 1,310 $417K 0.01% +69 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198 shares; 2026Q2: 198 shares; 2026Q3: 201 shares 201 $414K 0.01% +3 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares; 2026Q3: 2,350 shares 2,350 $408K 0.01% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,786 shares; 2025Q1: 4,796 shares; 2025Q2: 4,805 shares; 2025Q3: 5,245 shares; 2025Q4: 4,421 shares; 2026Q1: 4,750 shares; 2026Q2: 4,398 shares; 2026Q3: 4,340 shares 4,340 $408K 0.01% -58 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,225 shares; 2025Q1: 7,245 shares; 2025Q2: 7,348 shares; 2025Q3: 7,374 shares; 2025Q4: 7,449 shares; 2026Q1: 7,459 shares; 2026Q2: 7,200 shares; 2026Q3: 7,241 shares 7,241 $408K 0.01% +41 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 4,073 shares; 2026Q3: 4,176 shares 4,176 $407K 0.01% +103 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,674 shares; 2025Q1: 1,677 shares; 2025Q2: 1,523 shares; 2025Q3: 1,526 shares; 2025Q4: 1,529 shares; 2026Q1: 1,560 shares; 2026Q2: 1,697 shares; 2026Q3: 1,785 shares 1,785 $405K 0.01% +88 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,500 shares 7,500 $399K 0.01% new 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; 2024Q4: 6,601 shares; 2025Q1: 6,835 shares; 2025Q2: 6,489 shares; 2025Q3: 4,233 shares; 2025Q4: 4,233 shares; 2026Q1: 4,774 shares; 2026Q2: 4,161 shares; 2026Q3: 4,080 shares 4,080 $399K 0.01% -81 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; 2024Q4: 1,992 shares; 2025Q1: 2,176 shares; 2025Q2: 2,162 shares; 2025Q3: 1,934 shares; 2025Q4: 1,234 shares; 2026Q1: 1,405 shares; 2026Q2: 1,407 shares; 2026Q3: 1,420 shares 1,420 $398K 0.01% +13 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,717 shares; 2025Q1: 1,784 shares; 2025Q2: 1,757 shares; 2025Q3: 1,706 shares; 2025Q4: 1,439 shares; 2026Q1: 1,441 shares; 2026Q2: 1,523 shares; 2026Q3: 1,595 shares 1,595 $395K 0.01% +72 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,862 shares; 2025Q1: 3,877 shares; 2025Q2: 3,902 shares; 2025Q3: 3,869 shares; 2025Q4: 3,887 shares; 2026Q1: 3,889 shares; 2026Q2: 3,215 shares; 2026Q3: 2,550 shares 2,550 $390K 0.01% -665 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD 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: 737 shares; 2026Q3: 1,062 shares 1,062 $389K 0.01% +325 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; 2024Q4: 33,569 shares; 2025Q1: 7,550 shares; 2025Q2: 9,529 shares; 2025Q3: 10,634 shares; 2025Q4: 7,703 shares; 2026Q1: 7,948 shares; 2026Q2: 6,639 shares; 2026Q3: 6,716 shares 6,716 $388K 0.01% +77 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,391 shares; 2025Q1: 5,542 shares; 2025Q2: 5,331 shares; 2025Q3: 5,456 shares; 2025Q4: 5,543 shares; 2026Q1: 5,891 shares; 2026Q2: 6,042 shares; 2026Q3: 6,134 shares 6,134 $383K 0.01% +92 Timeline GJAN 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; 2024Q4: 8,245 shares; 2025Q1: 8,245 shares; 2025Q2: 8,245 shares; 2025Q3: 8,245 shares; 2025Q4: 8,245 shares; 2026Q1: 8,245 shares; 2026Q2: 8,245 shares; 2026Q3: 8,245 shares 8,245 $380K 0.01% 0 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; 2024Q4: 11,725 shares; 2025Q1: 11,131 shares; 2025Q2: 11,459 shares; 2025Q3: 10,434 shares; 2025Q4: 8,106 shares; 2026Q1: 6,518 shares; 2026Q2: 6,979 shares; 2026Q3: 6,811 shares 6,811 $374K 0.01% -168 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,026 shares; 2025Q1: 6,366 shares; 2025Q2: 6,007 shares; 2025Q3: 5,479 shares; 2025Q4: 5,394 shares; 2026Q1: 4,869 shares; 2026Q2: 4,784 shares; 2026Q3: 4,630 shares 4,630 $373K 0.01% -154 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,078 shares; 2025Q1: 3,088 shares; 2025Q2: 3,657 shares; 2025Q3: 3,616 shares; 2025Q4: 2,836 shares; 2026Q1: 2,846 shares; 2026Q2: 2,854 shares; 2026Q3: 2,899 shares 2,899 $373K 0.01% +45 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 18,571 shares; 2026Q3: 19,654 shares 19,654 $371K 0.01% +1,083 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E 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: 7,188 shares; 2026Q2: 7,896 shares; 2026Q3: 11,554 shares 11,554 $371K 0.01% +3,658 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,002 shares; 2025Q3: 14,929 shares; 2025Q4: 35,113 shares; 2026Q1: 37,186 shares; 2026Q2: 39,525 shares; 2026Q3: 40,578 shares 40,578 $368K 0.01% +1,053 Timeline