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Steward Partners Investment Advisory, LLC

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13F filer, CIK 1723397, STAMFORD, CT

Steward Partners Investment Advisory, LLC reported $19,587,986,084 across 4,656 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 20.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001723397-26-000005

Period
2026-06-30
Reported value
$19.6B
Holdings
4,656
Top 10 weight
20.41%
New
520
Sold out
280

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+1,200,765$103M
IWFadded+662,296$82.2M
PJUNadded+1,416,993$61.3M
VOadded+669,747$54M
VGTadded+438,405$52.4M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEMGreduced-3,253,284-$270M
METAreduced-291,737-$164M
NVDAreduced-755,792-$151M
GOOGLreduced-417,575-$149M
IEFAreduced-1,398,866-$135M

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

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001723397-26-000005, largest first. % of portfolio is the value over $19,587,986,084, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,143,269 shares; 2024Q4: 2,172,290 shares; 2025Q1: 2,147,443 shares; 2025Q2: 2,090,296 shares; 2025Q3: 2,199,385 shares; 2025Q4: 2,228,272 shares; 2026Q1: 2,457,406 shares; 2026Q2: 2,273,278 shares 2,273,278$658M3.36%-184,128Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359,082 shares; 2024Q4: 2,393,949 shares; 2025Q1: 2,427,259 shares; 2025Q2: 2,482,645 shares; 2025Q3: 3,113,135 shares; 2025Q4: 2,963,950 shares; 2026Q1: 3,803,431 shares; 2026Q2: 3,047,639 shares 3,047,639$610M3.11%-755,792Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,473 shares; 2024Q4: 365,113 shares; 2025Q1: 399,916 shares; 2025Q2: 426,028 shares; 2025Q3: 619,601 shares; 2025Q4: 622,585 shares; 2026Q1: 702,876 shares; 2026Q2: 548,973 shares 548,973$411M2.1%-153,903Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999,005 shares; 2024Q4: 1,019,028 shares; 2025Q1: 979,232 shares; 2025Q2: 984,065 shares; 2025Q3: 1,459,067 shares; 2025Q4: 1,421,757 shares; 2026Q1: 1,565,836 shares; 2026Q2: 1,148,261 shares 1,148,261$410M2.09%-417,575Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172,796 shares; 2024Q4: 1,178,912 shares; 2025Q1: 1,201,498 shares; 2025Q2: 1,193,639 shares; 2025Q3: 1,718,205 shares; 2025Q4: 1,779,832 shares; 2026Q1: 2,005,807 shares; 2026Q2: 1,568,850 shares 1,568,850$374M1.91%-436,957Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769,594 shares; 2024Q4: 784,164 shares; 2025Q1: 788,991 shares; 2025Q2: 788,582 shares; 2025Q3: 821,041 shares; 2025Q4: 902,824 shares; 2026Q1: 1,067,474 shares; 2026Q2: 999,760 shares 999,760$373M1.9%-67,714Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,352 shares; 2024Q4: 459,751 shares; 2025Q1: 423,381 shares; 2025Q2: 435,708 shares; 2025Q3: 468,586 shares; 2025Q4: 489,170 shares; 2026Q1: 447,787 shares; 2026Q2: 474,935 shares 474,935$326M1.67%+27,148Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574,435 shares; 2024Q4: 608,038 shares; 2025Q1: 617,613 shares; 2025Q2: 620,867 shares; 2025Q3: 539,876 shares; 2025Q4: 558,637 shares; 2026Q1: 729,521 shares; 2026Q2: 811,617 shares 811,617$307M1.57%+82,096Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616,824 shares; 2024Q4: 636,912 shares; 2025Q1: 666,789 shares; 2025Q2: 685,921 shares; 2025Q3: 930,339 shares; 2025Q4: 930,086 shares; 2026Q1: 996,961 shares; 2026Q2: 853,322 shares 853,322$279M1.43%-143,639Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,585 shares; 2024Q4: 279,334 shares; 2025Q1: 278,927 shares; 2025Q2: 284,430 shares; 2025Q3: 307,601 shares; 2025Q4: 319,166 shares; 2026Q1: 341,391 shares; 2026Q2: 340,503 shares 340,503$251M1.28%-888Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001,908 shares; 2024Q4: 1,073,367 shares; 2025Q1: 1,144,249 shares; 2025Q2: 1,237,908 shares; 2025Q3: 3,668,854 shares; 2025Q4: 3,981,548 shares; 2026Q1: 3,751,130 shares; 2026Q2: 2,524,310 shares 2,524,310$250M1.28%-1,226,820Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,751 shares; 2024Q4: 235,297 shares; 2025Q1: 241,089 shares; 2025Q2: 292,193 shares; 2025Q3: 313,636 shares; 2025Q4: 352,182 shares; 2026Q1: 330,317 shares; 2026Q2: 327,041 shares 327,041$244M1.25%-3,276Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,941 shares; 2024Q4: 165,033 shares; 2025Q1: 237,595 shares; 2025Q2: 250,166 shares; 2025Q3: 621,450 shares; 2025Q4: 651,123 shares; 2026Q1: 672,555 shares; 2026Q2: 380,818 shares 380,818$215M1.1%-291,737Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,540 shares; 2024Q4: 408,972 shares; 2025Q1: 401,263 shares; 2025Q2: 417,092 shares; 2025Q3: 525,549 shares; 2025Q4: 535,855 shares; 2026Q1: 598,021 shares; 2026Q2: 539,897 shares 539,897$191M0.97%-58,124Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688,137 shares; 2024Q4: 718,351 shares; 2025Q1: 755,503 shares; 2025Q2: 825,972 shares; 2025Q3: 2,839,634 shares; 2025Q4: 2,835,231 shares; 2026Q1: 2,895,269 shares; 2026Q2: 1,496,403 shares 1,496,403$145M0.74%-1,398,866Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,631 shares; 2024Q4: 72,222 shares; 2025Q1: 74,811 shares; 2025Q2: 77,896 shares; 2025Q3: 75,462 shares; 2025Q4: 78,879 shares; 2026Q1: 91,946 shares; 2026Q2: 116,568 shares 116,568$140M0.71%+24,622Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586,185 shares; 2024Q4: 610,310 shares; 2025Q1: 646,754 shares; 2025Q2: 704,794 shares; 2025Q3: 1,532,026 shares; 2025Q4: 1,587,359 shares; 2026Q1: 1,603,265 shares; 2026Q2: 909,263 shares 909,263$135M0.69%-694,002Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,130 shares; 2024Q4: 152,981 shares; 2025Q1: 153,521 shares; 2025Q2: 179,509 shares; 2025Q3: 623,594 shares; 2025Q4: 590,889 shares; 2026Q1: 625,273 shares; 2026Q2: 362,426 shares 362,426$134M0.68%-262,847Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,481 shares; 2024Q4: 210,863 shares; 2025Q1: 173,380 shares; 2025Q2: 126,669 shares; 2025Q3: 158,222 shares; 2025Q4: 155,647 shares; 2026Q1: 196,129 shares; 2026Q2: 226,806 shares 226,806$132M0.67%+30,677Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995,892 shares; 2024Q4: 1,022,323 shares; 2025Q1: 952,965 shares; 2025Q2: 977,594 shares; 2025Q3: 931,224 shares; 2025Q4: 950,921 shares; 2026Q1: 1,108,365 shares; 2026Q2: 1,132,289 shares 1,132,289$128M0.65%+23,924Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,867 shares; 2024Q4: 271,272 shares; 2025Q1: 270,266 shares; 2025Q2: 279,219 shares; 2025Q3: 447,452 shares; 2025Q4: 457,492 shares; 2026Q1: 533,180 shares; 2026Q2: 370,512 shares 370,512$127M0.65%-162,668Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,553 shares; 2024Q4: 211,809 shares; 2025Q1: 219,896 shares; 2025Q2: 222,838 shares; 2025Q3: 226,513 shares; 2025Q4: 227,342 shares; 2026Q1: 234,307 shares; 2026Q2: 1,435,072 shares 1,435,072$124M0.63%+1,200,765Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,521 shares; 2024Q4: 218,169 shares; 2025Q1: 232,464 shares; 2025Q2: 235,596 shares; 2025Q3: 345,275 shares; 2025Q4: 314,465 shares; 2026Q1: 324,255 shares; 2026Q2: 986,551 shares 986,551$123M0.63%+662,296Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,928 shares; 2024Q4: 270,178 shares; 2025Q1: 272,085 shares; 2025Q2: 342,136 shares; 2025Q3: 355,198 shares; 2025Q4: 405,076 shares; 2026Q1: 436,916 shares; 2026Q2: 475,389 shares 475,389$120M0.61%+38,473Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,777 shares; 2024Q4: 394,411 shares; 2025Q1: 405,443 shares; 2025Q2: 426,536 shares; 2025Q3: 452,793 shares; 2025Q4: 471,538 shares; 2026Q1: 492,749 shares; 2026Q2: 496,181 shares 496,181$117M0.6%+3,432Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357,901 shares; 2024Q4: 330,543 shares; 2025Q1: 361,775 shares; 2025Q2: 364,515 shares; 2025Q3: 539,477 shares; 2025Q4: 543,598 shares; 2026Q1: 629,201 shares; 2026Q2: 461,457 shares 461,457$117M0.6%-167,744Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,389 shares; 2024Q4: 185,137 shares; 2025Q1: 180,008 shares; 2025Q2: 181,069 shares; 2025Q3: 240,265 shares; 2025Q4: 271,852 shares; 2026Q1: 284,657 shares; 2026Q2: 220,339 shares 220,339$110M0.56%-64,318Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047,159 shares; 2024Q4: 1,064,985 shares; 2025Q1: 1,096,998 shares; 2025Q2: 1,045,384 shares; 2025Q3: 1,096,735 shares; 2025Q4: 1,084,638 shares; 2026Q1: 1,149,149 shares; 2026Q2: 1,143,793 shares 1,143,793$109M0.56%-5,356Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555,121 shares; 2024Q4: 499,278 shares; 2025Q1: 529,449 shares; 2025Q2: 763,497 shares; 2025Q3: 1,562,762 shares; 2025Q4: 1,340,737 shares; 2026Q1: 1,362,101 shares; 2026Q2: 795,103 shares 795,103$109M0.56%-566,998Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534,992 shares; 2024Q4: 1,595,993 shares; 2025Q1: 1,647,131 shares; 2025Q2: 1,207,705 shares; 2025Q3: 2,904,799 shares; 2025Q4: 3,079,521 shares; 2026Q1: 3,052,163 shares; 2026Q2: 1,385,892 shares 1,385,892$107M0.55%-1,666,271Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,590 shares; 2024Q4: 295,590 shares; 2025Q1: 323,609 shares; 2025Q2: 453,545 shares; 2025Q3: 1,939,835 shares; 2025Q4: 3,285,434 shares; 2026Q1: 4,509,997 shares; 2026Q2: 1,256,713 shares 1,256,713$104M0.53%-3,253,284Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,703 shares; 2024Q4: 370,453 shares; 2025Q1: 379,269 shares; 2025Q2: 340,451 shares; 2025Q3: 407,273 shares; 2025Q4: 416,342 shares; 2026Q1: 428,813 shares; 2026Q2: 434,881 shares 434,881$94.8M0.48%+6,068Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,575 shares; 2024Q4: 253,746 shares; 2025Q1: 247,042 shares; 2025Q2: 236,432 shares; 2025Q3: 235,138 shares; 2025Q4: 245,890 shares; 2026Q1: 428,972 shares; 2026Q2: 444,688 shares 444,688$94.6M0.48%+15,716Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879,029 shares; 2024Q4: 886,481 shares; 2025Q1: 956,684 shares; 2025Q2: 1,020,887 shares; 2025Q3: 1,066,736 shares; 2025Q4: 1,166,393 shares; 2026Q1: 1,228,488 shares; 2026Q2: 1,190,339 shares 1,190,339$93.2M0.48%-38,149Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,399 shares; 2024Q4: 251,890 shares; 2025Q1: 319,708 shares; 2025Q2: 288,893 shares; 2025Q3: 307,233 shares; 2025Q4: 309,939 shares; 2026Q1: 380,721 shares; 2026Q2: 382,011 shares 382,011$92.6M0.47%+1,290Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,786 shares; 2024Q4: 100,620 shares; 2025Q1: 103,143 shares; 2025Q2: 101,065 shares; 2025Q3: 100,998 shares; 2025Q4: 103,773 shares; 2026Q1: 96,200 shares; 2026Q2: 86,006 shares 86,006$91.6M0.47%-10,194Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,324 shares; 2024Q4: 15,399 shares; 2025Q1: 15,236 shares; 2025Q2: 37,810 shares; 2025Q3: 63,020 shares; 2025Q4: 66,687 shares; 2026Q1: 77,056 shares; 2026Q2: 75,411 shares 75,411$88.6M0.45%-1,645Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,557 shares; 2024Q4: 66,129 shares; 2025Q1: 65,110 shares; 2025Q2: 67,934 shares; 2025Q3: 132,629 shares; 2025Q4: 139,252 shares; 2026Q1: 161,140 shares; 2026Q2: 91,045 shares 91,045$85.2M0.43%-70,095Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,456 shares; 2024Q4: 200,725 shares; 2025Q1: 247,415 shares; 2025Q2: 262,264 shares; 2025Q3: 263,947 shares; 2025Q4: 222,869 shares; 2026Q1: 256,040 shares; 2026Q2: 239,676 shares 239,676$84.5M0.43%-16,364Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,869 shares; 2024Q4: 467,932 shares; 2025Q1: 486,284 shares; 2025Q2: 502,515 shares; 2025Q3: 567,090 shares; 2025Q4: 576,089 shares; 2026Q1: 628,369 shares; 2026Q2: 706,859 shares 706,859$83M0.42%+78,490Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564,547 shares; 2024Q4: 542,997 shares; 2025Q1: 572,875 shares; 2025Q2: 473,178 shares; 2025Q3: 475,125 shares; 2025Q4: 480,281 shares; 2026Q1: 516,733 shares; 2026Q2: 517,115 shares 517,115$81.7M0.42%+382Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,895 shares; 2024Q4: 172,190 shares; 2025Q1: 178,073 shares; 2025Q2: 194,046 shares; 2025Q3: 193,439 shares; 2025Q4: 194,223 shares; 2026Q1: 213,792 shares; 2026Q2: 220,768 shares 220,768$81.7M0.42%+6,976Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,533 shares; 2024Q4: 84,911 shares; 2025Q1: 101,883 shares; 2025Q2: 121,045 shares; 2025Q3: 139,471 shares; 2025Q4: 131,063 shares; 2026Q1: 123,139 shares; 2026Q2: 109,577 shares 109,577$79.2M0.4%-13,562Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,600 shares; 2024Q4: 154,906 shares; 2025Q1: 155,508 shares; 2025Q2: 166,323 shares; 2025Q3: 446,036 shares; 2025Q4: 409,391 shares; 2026Q1: 425,478 shares; 2026Q2: 222,654 shares 222,654$75.9M0.39%-202,824Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,373 shares; 2024Q4: 142,552 shares; 2025Q1: 147,508 shares; 2025Q2: 153,294 shares; 2025Q3: 118,920 shares; 2025Q4: 117,302 shares; 2026Q1: 165,592 shares; 2026Q2: 177,949 shares 177,949$75.8M0.39%+12,357Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679,451 shares; 2024Q4: 667,445 shares; 2025Q1: 669,052 shares; 2025Q2: 680,002 shares; 2025Q3: 541,744 shares; 2025Q4: 539,575 shares; 2026Q1: 575,463 shares; 2026Q2: 550,566 shares 550,566$75.3M0.38%-24,897Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,078 shares; 2025Q1: 67,647 shares; 2025Q2: 91,473 shares; 2025Q3: 87,266 shares; 2025Q4: 81,353 shares; 2026Q1: 83,006 shares; 2026Q2: 172,964 shares 172,964$75M0.38%+89,958Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844,540 shares; 2024Q4: 845,717 shares; 2025Q1: 803,354 shares; 2025Q2: 803,458 shares; 2025Q3: 824,701 shares; 2025Q4: 854,504 shares; 2026Q1: 938,479 shares; 2026Q2: 1,031,472 shares 1,031,472$73.5M0.38%+92,993Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 570 shares; 2025Q3: 1,020 shares; 2025Q4: 1,209 shares; 2026Q1: 31,798 shares; 2026Q2: 32,276 shares 32,276$73.4M0.37%+478Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,564 shares; 2024Q4: 13,393 shares; 2025Q1: 19,260 shares; 2025Q2: 55,770 shares; 2025Q3: 842,752 shares; 2025Q4: 784,414 shares; 2026Q1: 811,567 shares; 2026Q2: 446,206 shares 446,206$73M0.37%-365,361Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,520 shares; 2024Q4: 150,490 shares; 2025Q1: 158,049 shares; 2025Q2: 170,804 shares; 2025Q3: 181,159 shares; 2025Q4: 175,079 shares; 2026Q1: 191,884 shares; 2026Q2: 861,631 shares 861,631$69.4M0.35%+669,747Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,023 shares; 2024Q4: 163,906 shares; 2025Q1: 171,261 shares; 2025Q2: 158,214 shares; 2025Q3: 218,896 shares; 2025Q4: 361,790 shares; 2026Q1: 347,291 shares; 2026Q2: 339,567 shares 339,567$64.7M0.33%-7,724Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,110 shares; 2024Q4: 18,308 shares; 2025Q1: 51,583 shares; 2025Q2: 52,900 shares; 2025Q3: 68,550 shares; 2025Q4: 67,255 shares; 2026Q1: 64,498 shares; 2026Q2: 55,555 shares 55,555$64.1M0.33%-8,943Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,815 shares; 2024Q4: 458,218 shares; 2025Q1: 480,495 shares; 2025Q2: 482,136 shares; 2025Q3: 485,977 shares; 2025Q4: 528,873 shares; 2026Q1: 554,250 shares; 2026Q2: 569,685 shares 569,685$62.8M0.32%+15,435Timeline
PJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,949 shares; 2024Q4: 3,949 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 2,101 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares; 2026Q2: 1,418,700 shares 1,418,700$61.3M0.31%+1,416,993Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,548 shares; 2024Q4: 30,946 shares; 2025Q1: 35,087 shares; 2025Q2: 40,970 shares; 2025Q3: 122,105 shares; 2025Q4: 120,029 shares; 2026Q1: 165,254 shares; 2026Q2: 79,979 shares 79,979$61M0.31%-85,275Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,016 shares; 2024Q4: 105,856 shares; 2025Q1: 100,287 shares; 2025Q2: 114,623 shares; 2025Q3: 187,570 shares; 2025Q4: 192,381 shares; 2026Q1: 216,798 shares; 2026Q2: 143,766 shares 143,766$60.5M0.31%-73,032Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,454 shares; 2024Q4: 92,132 shares; 2025Q1: 101,840 shares; 2025Q2: 107,292 shares; 2025Q3: 119,376 shares; 2025Q4: 125,795 shares; 2026Q1: 146,395 shares; 2026Q2: 151,450 shares 151,450$60.2M0.31%+5,055Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,074 shares; 2024Q4: 51,815 shares; 2025Q1: 51,618 shares; 2025Q2: 53,006 shares; 2025Q3: 60,158 shares; 2025Q4: 55,993 shares; 2026Q1: 54,392 shares; 2026Q2: 492,797 shares 492,797$58.9M0.3%+438,405Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,566 shares; 2024Q4: 33,621 shares; 2025Q1: 32,852 shares; 2025Q2: 44,326 shares; 2025Q3: 44,485 shares; 2025Q4: 46,080 shares; 2026Q1: 432,583 shares; 2026Q2: 594,031 shares 594,031$56.7M0.29%+161,448Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,821 shares; 2024Q4: 12,606 shares; 2025Q1: 9,935 shares; 2025Q2: 36,611 shares; 2025Q3: 39,427 shares; 2025Q4: 40,911 shares; 2026Q1: 36,252 shares; 2026Q2: 88,474 shares 88,474$56.7M0.29%+52,222Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516,097 shares; 2024Q4: 500,246 shares; 2025Q1: 526,911 shares; 2025Q2: 541,777 shares; 2025Q3: 556,666 shares; 2025Q4: 535,903 shares; 2026Q1: 569,198 shares; 2026Q2: 698,928 shares 698,928$56.7M0.29%+129,730Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756,869 shares; 2024Q4: 779,879 shares; 2025Q1: 868,379 shares; 2025Q2: 938,488 shares; 2025Q3: 984,069 shares; 2025Q4: 1,009,369 shares; 2026Q1: 1,038,077 shares; 2026Q2: 989,010 shares 989,010$55.9M0.29%-49,067Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666,186 shares; 2024Q4: 2,131,110 shares; 2025Q1: 2,075,375 shares; 2025Q2: 2,047,805 shares; 2025Q3: 2,035,681 shares; 2025Q4: 1,561,148 shares; 2026Q1: 1,601,572 shares; 2026Q2: 1,719,889 shares 1,719,889$54.5M0.28%+118,317Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,976 shares; 2024Q4: 632,233 shares; 2025Q1: 649,460 shares; 2025Q2: 700,707 shares; 2025Q3: 704,580 shares; 2025Q4: 666,308 shares; 2026Q1: 634,361 shares; 2026Q2: 558,307 shares 558,307$53.9M0.27%-76,054Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,116 shares; 2024Q4: 246,151 shares; 2025Q1: 247,319 shares; 2025Q2: 248,624 shares; 2025Q3: 473,187 shares; 2025Q4: 494,482 shares; 2026Q1: 517,057 shares; 2026Q2: 323,860 shares 323,860$53.7M0.27%-193,197Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,650 shares; 2024Q4: 58,098 shares; 2025Q1: 77,987 shares; 2025Q2: 85,337 shares; 2025Q3: 83,426 shares; 2025Q4: 88,438 shares; 2026Q1: 106,356 shares; 2026Q2: 112,035 shares 112,035$53.5M0.27%+5,679Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727,254 shares; 2024Q4: 607,608 shares; 2025Q1: 653,611 shares; 2025Q2: 931,709 shares; 2025Q3: 789,945 shares; 2025Q4: 830,825 shares; 2026Q1: 961,440 shares; 2026Q2: 1,059,710 shares 1,059,710$53.4M0.27%+98,270Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,406 shares; 2024Q4: 238,481 shares; 2025Q1: 253,146 shares; 2025Q2: 344,360 shares; 2025Q3: 508,516 shares; 2025Q4: 729,993 shares; 2026Q1: 785,796 shares; 2026Q2: 763,636 shares 763,636$51.9M0.27%-22,160Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,912 shares; 2024Q4: 309,532 shares; 2025Q1: 296,762 shares; 2025Q2: 325,622 shares; 2025Q3: 319,014 shares; 2025Q4: 288,830 shares; 2026Q1: 289,121 shares; 2026Q2: 235,175 shares 235,175$51.6M0.26%-53,946Timeline
APLUALLSPRING EXCHANGE TRADED FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,817,616 shares; 2026Q1: 1,937,933 shares; 2026Q2: 2,090,392 shares 2,090,392$51.4M0.26%+152,459Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,224 shares; 2024Q4: 177,731 shares; 2025Q1: 179,175 shares; 2025Q2: 185,763 shares; 2025Q3: 148,551 shares; 2025Q4: 150,347 shares; 2026Q1: 198,565 shares; 2026Q2: 197,998 shares 197,998$50.6M0.26%-567Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,441 shares; 2024Q4: 141,783 shares; 2025Q1: 122,993 shares; 2025Q2: 134,196 shares; 2025Q3: 136,005 shares; 2025Q4: 140,055 shares; 2026Q1: 142,718 shares; 2026Q2: 166,207 shares 166,207$50.4M0.26%+23,489Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,364 shares; 2024Q4: 343,761 shares; 2025Q1: 371,223 shares; 2025Q2: 370,259 shares; 2025Q3: 344,892 shares; 2025Q4: 358,093 shares; 2026Q1: 476,271 shares; 2026Q2: 568,426 shares 568,426$49.9M0.25%+92,155Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,405 shares; 2024Q4: 376,187 shares; 2025Q1: 410,519 shares; 2025Q2: 630,300 shares; 2025Q3: 671,833 shares; 2025Q4: 683,830 shares; 2026Q1: 768,556 shares; 2026Q2: 803,310 shares 803,310$49.5M0.25%+34,754Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,569 shares; 2024Q4: 181,418 shares; 2025Q1: 189,894 shares; 2025Q2: 169,215 shares; 2025Q3: 173,520 shares; 2025Q4: 190,806 shares; 2026Q1: 208,779 shares; 2026Q2: 254,898 shares 254,898$48.4M0.25%+46,119Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,686 shares; 2024Q4: 368,373 shares; 2025Q1: 356,687 shares; 2025Q2: 355,944 shares; 2025Q3: 353,930 shares; 2025Q4: 347,021 shares; 2026Q1: 344,254 shares; 2026Q2: 339,087 shares 339,087$48.1M0.25%-5,167Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,333 shares; 2024Q4: 270,033 shares; 2025Q1: 321,868 shares; 2025Q2: 331,044 shares; 2025Q3: 304,031 shares; 2025Q4: 299,689 shares; 2026Q1: 306,286 shares; 2026Q2: 407,266 shares 407,266$47.9M0.24%+100,980Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624,597 shares; 2024Q4: 649,553 shares; 2025Q1: 660,103 shares; 2025Q2: 665,437 shares; 2025Q3: 657,914 shares; 2025Q4: 667,857 shares; 2026Q1: 695,460 shares; 2026Q2: 629,011 shares 629,011$47.7M0.24%-66,449Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,908 shares; 2024Q4: 57,374 shares; 2025Q1: 60,609 shares; 2025Q2: 70,704 shares; 2025Q3: 69,523 shares; 2025Q4: 68,048 shares; 2026Q1: 88,859 shares; 2026Q2: 94,337 shares 94,337$46.3M0.24%+5,478Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,384 shares; 2024Q4: 443,531 shares; 2025Q1: 466,050 shares; 2025Q2: 265,196 shares; 2025Q3: 271,247 shares; 2025Q4: 277,226 shares; 2026Q1: 291,406 shares; 2026Q2: 557,273 shares 557,273$46.1M0.24%+265,867Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,283 shares; 2024Q4: 287,697 shares; 2025Q1: 272,653 shares; 2025Q2: 348,467 shares; 2025Q3: 391,885 shares; 2025Q4: 518,021 shares; 2026Q1: 429,662 shares; 2026Q2: 500,304 shares 500,304$45.8M0.23%+70,642Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,663 shares; 2024Q4: 119,102 shares; 2025Q1: 120,787 shares; 2025Q2: 123,258 shares; 2025Q3: 230,885 shares; 2025Q4: 242,317 shares; 2026Q1: 283,542 shares; 2026Q2: 162,541 shares 162,541$43.9M0.22%-121,001Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733,154 shares; 2024Q4: 773,308 shares; 2025Q1: 840,498 shares; 2025Q2: 847,867 shares; 2025Q3: 1,339,817 shares; 2025Q4: 1,435,992 shares; 2026Q1: 1,469,917 shares; 2026Q2: 1,034,058 shares 1,034,058$43.8M0.22%-435,859Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,868 shares; 2024Q4: 33,458 shares; 2025Q1: 36,097 shares; 2025Q2: 37,254 shares; 2025Q3: 40,781 shares; 2025Q4: 45,651 shares; 2026Q1: 48,326 shares; 2026Q2: 43,121 shares 43,121$43.6M0.22%-5,205Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449,150 shares; 2024Q4: 523,325 shares; 2025Q1: 543,780 shares; 2025Q2: 572,342 shares; 2025Q3: 590,564 shares; 2025Q4: 594,579 shares; 2026Q1: 641,165 shares; 2026Q2: 717,713 shares 717,713$42.8M0.22%+76,548Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,726 shares; 2024Q4: 93,431 shares; 2025Q1: 93,262 shares; 2025Q2: 96,818 shares; 2025Q3: 114,324 shares; 2025Q4: 119,037 shares; 2026Q1: 121,018 shares; 2026Q2: 166,476 shares 166,476$42.5M0.22%+45,458Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,832 shares; 2024Q4: 121,738 shares; 2025Q1: 117,616 shares; 2025Q2: 108,342 shares; 2025Q3: 111,462 shares; 2025Q4: 104,147 shares; 2026Q1: 95,962 shares; 2026Q2: 101,901 shares 101,901$42.4M0.22%+5,939Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,369 shares; 2024Q4: 215,635 shares; 2025Q1: 297,115 shares; 2025Q2: 330,983 shares; 2025Q3: 377,008 shares; 2025Q4: 417,402 shares; 2026Q1: 729,229 shares; 2026Q2: 419,117 shares 419,117$42.2M0.22%-310,112Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,510 shares; 2024Q4: 33,820 shares; 2025Q1: 35,100 shares; 2025Q2: 47,615 shares; 2025Q3: 51,099 shares; 2025Q4: 577,314 shares; 2026Q1: 527,862 shares; 2026Q2: 590,348 shares 590,348$42.2M0.22%+62,486Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,775 shares; 2024Q4: 291,204 shares; 2025Q1: 294,962 shares; 2025Q2: 294,402 shares; 2025Q3: 267,234 shares; 2025Q4: 281,131 shares; 2026Q1: 298,971 shares; 2026Q2: 287,360 shares 287,360$42.1M0.22%-11,611Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,277 shares; 2024Q4: 126,734 shares; 2025Q1: 145,171 shares; 2025Q2: 147,225 shares; 2025Q3: 155,248 shares; 2025Q4: 150,779 shares; 2026Q1: 132,242 shares; 2026Q2: 147,719 shares 147,719$41.5M0.21%+15,477Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,214 shares; 2024Q4: 129,290 shares; 2025Q1: 136,729 shares; 2025Q2: 146,712 shares; 2025Q3: 116,057 shares; 2025Q4: 104,869 shares; 2026Q1: 129,303 shares; 2026Q2: 121,587 shares 121,587$41.4M0.21%-7,716Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,396 shares; 2024Q4: 484,036 shares; 2025Q1: 491,517 shares; 2025Q2: 317,405 shares; 2025Q3: 259,486 shares; 2025Q4: 299,942 shares; 2026Q1: 305,398 shares; 2026Q2: 318,918 shares 318,918$41M0.21%+13,520Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,193 shares; 2024Q4: 271,389 shares; 2025Q1: 279,716 shares; 2025Q2: 287,213 shares; 2025Q3: 292,238 shares; 2025Q4: 296,114 shares; 2026Q1: 310,300 shares; 2026Q2: 1,490,723 shares 1,490,723$40.9M0.21%+1,180,423Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,719 shares; 2024Q4: 44,905 shares; 2025Q1: 51,509 shares; 2025Q2: 69,543 shares; 2025Q3: 745,116 shares; 2025Q4: 802,225 shares; 2026Q1: 774,583 shares; 2026Q2: 423,177 shares 423,177$40.8M0.21%-351,406Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,577 shares; 2024Q4: 167,502 shares; 2025Q1: 178,482 shares; 2025Q2: 215,893 shares; 2025Q3: 215,880 shares; 2025Q4: 234,288 shares; 2026Q1: 254,777 shares; 2026Q2: 269,269 shares 269,269$40.8M0.21%+14,492Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,497 shares; 2024Q4: 492,684 shares; 2025Q1: 587,634 shares; 2025Q2: 537,143 shares; 2025Q3: 588,707 shares; 2025Q4: 612,639 shares; 2026Q1: 649,835 shares; 2026Q2: 661,744 shares 661,744$40.7M0.21%+11,909Timeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 367,697 shares; 2025Q4: 366,417 shares; 2026Q1: 271,989 shares; 2026Q2: 270,751 shares 270,751$40.1M0.2%-1,238Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,735 shares; 2024Q4: 365,300 shares; 2025Q1: 456,953 shares; 2025Q2: 520,439 shares; 2025Q3: 706,174 shares; 2025Q4: 732,603 shares; 2026Q1: 639,925 shares; 2026Q2: 530,298 shares 530,298$40M0.2%-109,627Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,208 shares; 2024Q4: 100,804 shares; 2025Q1: 105,011 shares; 2025Q2: 96,254 shares; 2025Q3: 98,210 shares; 2025Q4: 97,448 shares; 2026Q1: 102,753 shares; 2026Q2: 103,502 shares 103,502$38.7M0.2%+749Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,944 shares; 2025Q1: 55,839 shares; 2025Q2: 49,813 shares; 2025Q3: 129,463 shares; 2025Q4: 139,222 shares; 2026Q1: 153,023 shares; 2026Q2: 226,410 shares 226,410$38.5M0.2%+73,387Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978,158 shares; 2024Q4: 1,003,226 shares; 2025Q1: 925,168 shares; 2025Q2: 697,597 shares; 2025Q3: 705,699 shares; 2025Q4: 605,659 shares; 2026Q1: 614,789 shares; 2026Q2: 615,418 shares 615,418$38.3M0.2%+629Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,636 shares; 2024Q4: 244,982 shares; 2025Q1: 213,882 shares; 2025Q2: 204,312 shares; 2025Q3: 545,187 shares; 2025Q4: 1,132,716 shares; 2026Q1: 1,522,713 shares; 2026Q2: 700,172 shares 700,172$37.2M0.19%-822,541Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,269 shares; 2024Q4: 32,006 shares; 2025Q1: 37,877 shares; 2025Q2: 49,716 shares; 2025Q3: 52,983 shares; 2025Q4: 54,262 shares; 2026Q1: 57,672 shares; 2026Q2: 56,345 shares 56,345$37M0.19%-1,327Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,121 shares; 2024Q4: 72,380 shares; 2025Q1: 77,336 shares; 2025Q2: 99,402 shares; 2025Q3: 104,173 shares; 2025Q4: 98,749 shares; 2026Q1: 94,388 shares; 2026Q2: 119,902 shares 119,902$36.3M0.19%+25,514Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,657 shares; 2024Q4: 79,708 shares; 2025Q1: 86,914 shares; 2025Q2: 92,750 shares; 2025Q3: 70,353 shares; 2025Q4: 66,098 shares; 2026Q1: 87,171 shares; 2026Q2: 87,477 shares 87,477$36.3M0.19%+306Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,194 shares; 2024Q4: 70,920 shares; 2025Q1: 44,203 shares; 2025Q2: 52,599 shares; 2025Q3: 67,934 shares; 2025Q4: 54,945 shares; 2026Q1: 62,178 shares; 2026Q2: 69,336 shares 69,336$36.2M0.18%+7,158Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,688 shares; 2024Q4: 431,565 shares; 2025Q1: 416,002 shares; 2025Q2: 414,078 shares; 2025Q3: 419,113 shares; 2025Q4: 434,703 shares; 2026Q1: 436,821 shares; 2026Q2: 444,029 shares 444,029$36.1M0.18%+7,208Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,668 shares; 2024Q4: 71,862 shares; 2025Q1: 72,468 shares; 2025Q2: 73,718 shares; 2025Q3: 78,836 shares; 2025Q4: 80,407 shares; 2026Q1: 74,416 shares; 2026Q2: 69,917 shares 69,917$35.9M0.18%-4,499Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,459 shares; 2024Q4: 99,757 shares; 2025Q1: 110,905 shares; 2025Q2: 122,174 shares; 2025Q3: 151,286 shares; 2025Q4: 150,279 shares; 2026Q1: 96,188 shares; 2026Q2: 95,113 shares 95,113$34.8M0.18%-1,075Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,211 shares; 2024Q4: 71,367 shares; 2025Q1: 73,156 shares; 2025Q2: 76,940 shares; 2025Q3: 90,505 shares; 2025Q4: 92,478 shares; 2026Q1: 108,780 shares; 2026Q2: 101,626 shares 101,626$34.4M0.18%-7,154Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,085 shares; 2024Q4: 220,406 shares; 2025Q1: 227,463 shares; 2025Q2: 258,191 shares; 2025Q3: 239,471 shares; 2025Q4: 252,911 shares; 2026Q1: 241,434 shares; 2026Q2: 233,556 shares 233,556$34.2M0.17%-7,878Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,123 shares; 2024Q4: 124,858 shares; 2025Q1: 157,353 shares; 2025Q2: 368,939 shares; 2025Q3: 1,057,772 shares; 2025Q4: 1,088,488 shares; 2026Q1: 1,151,543 shares; 2026Q2: 473,715 shares 473,715$34.2M0.17%-677,828Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,846 shares; 2024Q4: 132,571 shares; 2025Q1: 127,695 shares; 2025Q2: 127,013 shares; 2025Q3: 114,125 shares; 2025Q4: 98,376 shares; 2026Q1: 122,470 shares; 2026Q2: 125,622 shares 125,622$34.2M0.17%+3,152Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,666 shares; 2024Q4: 129,348 shares; 2025Q1: 124,266 shares; 2025Q2: 154,827 shares; 2025Q3: 956,296 shares; 2025Q4: 1,105,485 shares; 2026Q1: 1,109,611 shares; 2026Q2: 666,239 shares 666,239$34M0.17%-443,372Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,998 shares; 2024Q4: 40,913 shares; 2025Q1: 151,467 shares; 2025Q2: 146,286 shares; 2025Q3: 1,775,187 shares; 2025Q4: 1,472,724 shares; 2026Q1: 1,073,029 shares; 2026Q2: 410,527 shares 410,527$33.7M0.17%-662,502Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,482 shares; 2024Q4: 22,716 shares; 2025Q1: 26,599 shares; 2025Q2: 32,863 shares; 2025Q3: 229,363 shares; 2025Q4: 243,233 shares; 2026Q1: 316,245 shares; 2026Q2: 106,494 shares 106,494$33.5M0.17%-209,751Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,453 shares; 2024Q4: 172,950 shares; 2025Q1: 62,103 shares; 2025Q2: 61,694 shares; 2025Q3: 56,845 shares; 2025Q4: 62,279 shares; 2026Q1: 78,262 shares; 2026Q2: 111,126 shares 111,126$33.4M0.17%+32,864Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,393 shares; 2024Q4: 111,472 shares; 2025Q1: 113,221 shares; 2025Q2: 118,229 shares; 2025Q3: 125,099 shares; 2025Q4: 105,431 shares; 2026Q1: 131,770 shares; 2026Q2: 138,442 shares 138,442$32.9M0.17%+6,672Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,184 shares; 2024Q4: 89,477 shares; 2025Q1: 221,810 shares; 2025Q2: 274,544 shares; 2025Q3: 308,090 shares; 2025Q4: 362,520 shares; 2026Q1: 518,073 shares; 2026Q2: 643,078 shares 643,078$32.8M0.17%+125,005Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,106 shares; 2024Q4: 410,117 shares; 2025Q1: 466,521 shares; 2025Q2: 486,524 shares; 2025Q3: 517,457 shares; 2025Q4: 641,506 shares; 2026Q1: 700,739 shares; 2026Q2: 704,543 shares 704,543$32.5M0.17%+3,804Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,663 shares; 2024Q4: 141,087 shares; 2025Q1: 155,915 shares; 2025Q2: 161,192 shares; 2025Q3: 181,504 shares; 2025Q4: 256,910 shares; 2026Q1: 275,079 shares; 2026Q2: 393,034 shares 393,034$32.5M0.17%+117,955Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,962 shares; 2024Q4: 163,372 shares; 2025Q1: 167,874 shares; 2025Q2: 200,793 shares; 2025Q3: 216,449 shares; 2025Q4: 220,100 shares; 2026Q1: 216,208 shares; 2026Q2: 211,188 shares 211,188$32.1M0.16%-5,020Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,929 shares; 2024Q4: 547,529 shares; 2025Q1: 702,724 shares; 2025Q2: 721,130 shares; 2025Q3: 754,736 shares; 2025Q4: 770,061 shares; 2026Q1: 812,954 shares; 2026Q2: 807,346 shares 807,346$31.6M0.16%-5,608Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 184,679 shares 184,679$31.6M0.16%newTimeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,108 shares; 2024Q4: 48,807 shares; 2025Q1: 44,420 shares; 2025Q2: 49,092 shares; 2025Q3: 56,682 shares; 2025Q4: 57,611 shares; 2026Q1: 56,955 shares; 2026Q2: 61,588 shares 61,588$31.4M0.16%+4,633Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,520 shares; 2024Q4: 53,607 shares; 2025Q1: 121,833 shares; 2025Q2: 128,693 shares; 2025Q3: 125,614 shares; 2025Q4: 146,240 shares; 2026Q1: 169,609 shares; 2026Q2: 174,962 shares 174,962$30.8M0.16%+5,353Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535,415 shares; 2024Q4: 505,641 shares; 2025Q1: 717,802 shares; 2025Q2: 708,487 shares; 2025Q3: 773,502 shares; 2025Q4: 765,057 shares; 2026Q1: 547,716 shares; 2026Q2: 538,337 shares 538,337$30.7M0.16%-9,379Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,462 shares; 2025Q3: 86,526 shares; 2025Q4: 159,462 shares; 2026Q1: 253,046 shares; 2026Q2: 305,710 shares 305,710$30.4M0.16%+52,664Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,281 shares; 2024Q4: 5,792 shares; 2025Q1: 29,534 shares; 2025Q2: 31,253 shares; 2025Q3: 33,842 shares; 2025Q4: 34,018 shares; 2026Q1: 34,617 shares; 2026Q2: 42,430 shares 42,430$30.3M0.15%+7,813Timeline
SDVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 889,276 shares; 2025Q2: 882,675 shares; 2025Q3: 954,460 shares; 2025Q4: 979,309 shares; 2026Q1: 1,208,843 shares; 2026Q2: 1,310,382 shares 1,310,382$30.3M0.15%+101,539Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,359 shares; 2024Q4: 123,914 shares; 2025Q1: 134,518 shares; 2025Q2: 140,428 shares; 2025Q3: 539,743 shares; 2025Q4: 620,337 shares; 2026Q1: 637,628 shares; 2026Q2: 309,861 shares 309,861$29.9M0.15%-327,767Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,189 shares; 2024Q4: 156,243 shares; 2025Q1: 168,659 shares; 2025Q2: 175,754 shares; 2025Q3: 137,126 shares; 2025Q4: 139,450 shares; 2026Q1: 197,699 shares; 2026Q2: 204,106 shares 204,106$29.8M0.15%+6,407Timeline
PAAAPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,293 shares; 2024Q4: 48,459 shares; 2025Q1: 56,373 shares; 2025Q2: 189,436 shares; 2025Q3: 459,358 shares; 2025Q4: 478,285 shares; 2026Q1: 507,886 shares; 2026Q2: 573,686 shares 573,686$29.4M0.15%+65,800Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,006 shares; 2024Q4: 227,484 shares; 2025Q1: 166,444 shares; 2025Q2: 164,852 shares; 2025Q3: 166,495 shares; 2025Q4: 172,104 shares; 2026Q1: 333,425 shares; 2026Q2: 493,294 shares 493,294$29.1M0.15%+159,869Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,168 shares; 2024Q4: 105,904 shares; 2025Q1: 107,476 shares; 2025Q2: 108,175 shares; 2025Q3: 105,874 shares; 2025Q4: 109,084 shares; 2026Q1: 139,646 shares; 2026Q2: 171,711 shares 171,711$29M0.15%+32,065Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,122 shares; 2024Q4: 75,159 shares; 2025Q1: 73,963 shares; 2025Q2: 75,498 shares; 2025Q3: 77,995 shares; 2025Q4: 81,605 shares; 2026Q1: 76,905 shares; 2026Q2: 79,642 shares 79,642$28.8M0.15%+2,737Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,861 shares; 2024Q4: 207,333 shares; 2025Q1: 249,321 shares; 2025Q2: 280,494 shares; 2025Q3: 321,827 shares; 2025Q4: 308,037 shares; 2026Q1: 285,588 shares; 2026Q2: 282,330 shares 282,330$28.3M0.14%-3,258Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,547 shares; 2024Q4: 125,570 shares; 2025Q1: 130,522 shares; 2025Q2: 132,350 shares; 2025Q3: 145,781 shares; 2025Q4: 153,790 shares; 2026Q1: 191,446 shares; 2026Q2: 180,521 shares 180,521$28.3M0.14%-10,925Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,589 shares; 2024Q4: 61,480 shares; 2025Q1: 62,730 shares; 2025Q2: 74,115 shares; 2025Q3: 71,779 shares; 2025Q4: 73,425 shares; 2026Q1: 80,186 shares; 2026Q2: 94,394 shares 94,394$28.1M0.14%+14,208Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,436 shares; 2024Q4: 191,074 shares; 2025Q1: 383,241 shares; 2025Q2: 295,257 shares; 2025Q3: 300,117 shares; 2025Q4: 334,528 shares; 2026Q1: 559,497 shares; 2026Q2: 562,324 shares 562,324$28M0.14%+2,827Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 1,286 shares; 2025Q1: 1,584 shares; 2025Q2: 1,053 shares; 2025Q3: 1,170 shares; 2025Q4: 1,513 shares; 2026Q1: 3,960 shares; 2026Q2: 70,961 shares 70,961$28M0.14%+67,001Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 260 shares; 2025Q1: 2,097 shares; 2025Q2: 86,073 shares; 2025Q3: 96,161 shares; 2025Q4: 97,095 shares; 2026Q1: 97,373 shares; 2026Q2: 96,503 shares 96,503$27.6M0.14%-870Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,615 shares; 2024Q4: 25,515 shares; 2025Q1: 29,558 shares; 2025Q2: 25,797 shares; 2025Q3: 21,151 shares; 2025Q4: 26,115 shares; 2026Q1: 20,843 shares; 2026Q2: 732,722 shares 732,722$27.3M0.14%+711,879Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,174 shares; 2024Q4: 9,228 shares; 2025Q1: 14,123 shares; 2025Q2: 15,245 shares; 2025Q3: 15,709 shares; 2025Q4: 14,573 shares; 2026Q1: 14,261 shares; 2026Q2: 13,731 shares 13,731$27.3M0.14%-530Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,493 shares; 2024Q4: 85,483 shares; 2025Q1: 91,878 shares; 2025Q2: 96,246 shares; 2025Q3: 80,607 shares; 2025Q4: 80,271 shares; 2026Q1: 91,949 shares; 2026Q2: 92,874 shares 92,874$27.2M0.14%+925Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,471 shares; 2024Q4: 61,180 shares; 2025Q1: 64,961 shares; 2025Q2: 154,310 shares; 2025Q3: 163,226 shares; 2025Q4: 87,093 shares; 2026Q1: 70,665 shares; 2026Q2: 143,569 shares 143,569$26.6M0.14%+72,904Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,281 shares; 2024Q4: 76,361 shares; 2025Q1: 8,862 shares; 2025Q2: 29,087 shares; 2025Q3: 63,654 shares; 2025Q4: 116,280 shares; 2026Q1: 116,922 shares; 2026Q2: 79,151 shares 79,151$26.5M0.14%-37,771Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,237 shares; 2024Q4: 108,956 shares; 2025Q1: 115,173 shares; 2025Q2: 122,310 shares; 2025Q3: 132,379 shares; 2025Q4: 137,491 shares; 2026Q1: 148,924 shares; 2026Q2: 145,587 shares 145,587$26.3M0.13%-3,337Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,025 shares; 2024Q4: 17,302 shares; 2025Q1: 18,391 shares; 2025Q2: 22,611 shares; 2025Q3: 187,080 shares; 2025Q4: 201,882 shares; 2026Q1: 207,505 shares; 2026Q2: 87,583 shares 87,583$26.2M0.13%-119,922Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,875 shares; 2024Q4: 342,213 shares; 2025Q1: 390,663 shares; 2025Q2: 438,932 shares; 2025Q3: 1,499,378 shares; 2025Q4: 1,645,716 shares; 2026Q1: 1,675,635 shares; 2026Q2: 846,800 shares 846,800$25.8M0.13%-828,835Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652,106 shares; 2024Q4: 662,721 shares; 2025Q1: 794,785 shares; 2025Q2: 890,916 shares; 2025Q3: 560,554 shares; 2025Q4: 586,056 shares; 2026Q1: 613,311 shares; 2026Q2: 562,195 shares 562,195$25.7M0.13%-51,116Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,136 shares; 2025Q3: 363,310 shares; 2025Q4: 450,121 shares; 2026Q1: 503,816 shares; 2026Q2: 483,113 shares 483,113$25.5M0.13%-20,703Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,148 shares; 2024Q4: 123,413 shares; 2025Q1: 115,878 shares; 2025Q2: 108,975 shares; 2025Q3: 153,541 shares; 2025Q4: 149,719 shares; 2026Q1: 159,277 shares; 2026Q2: 180,249 shares 180,249$25.2M0.13%+20,972Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,980 shares; 2024Q4: 19,547 shares; 2025Q1: 20,180 shares; 2025Q2: 41,350 shares; 2025Q3: 91,195 shares; 2025Q4: 152,266 shares; 2026Q1: 194,266 shares; 2026Q2: 218,078 shares 218,078$25M0.13%+23,812Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,650 shares; 2024Q4: 49,655 shares; 2025Q1: 60,701 shares; 2025Q2: 90,993 shares; 2025Q3: 125,751 shares; 2025Q4: 127,406 shares; 2026Q1: 168,231 shares; 2026Q2: 182,456 shares 182,456$25M0.13%+14,225Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,067 shares; 2024Q4: 116,348 shares; 2025Q1: 169,557 shares; 2025Q2: 168,806 shares; 2025Q3: 183,185 shares; 2025Q4: 193,987 shares; 2026Q1: 199,431 shares; 2026Q2: 196,991 shares 196,991$24.9M0.13%-2,440Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,990 shares; 2024Q4: 194,358 shares; 2025Q1: 196,414 shares; 2025Q2: 176,138 shares; 2025Q3: 222,472 shares; 2025Q4: 232,414 shares; 2026Q1: 248,787 shares; 2026Q2: 228,418 shares 228,418$24.6M0.13%-20,369Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,145 shares; 2024Q4: 6,198 shares; 2025Q1: 6,209 shares; 2025Q2: 6,025 shares; 2025Q3: 10,925 shares; 2025Q4: 10,851 shares; 2026Q1: 12,500 shares; 2026Q2: 80,946 shares 80,946$24.4M0.12%+68,446Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,919 shares; 2024Q4: 223,702 shares; 2025Q1: 187,996 shares; 2025Q2: 188,315 shares; 2025Q3: 218,740 shares; 2025Q4: 224,761 shares; 2026Q1: 229,843 shares; 2026Q2: 234,469 shares 234,469$24.4M0.12%+4,626Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,995 shares; 2024Q4: 11,733 shares; 2025Q1: 13,863 shares; 2025Q2: 53,410 shares; 2025Q3: 55,457 shares; 2025Q4: 55,992 shares; 2026Q1: 82,555 shares; 2026Q2: 97,940 shares 97,940$24.3M0.12%+15,385Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,157 shares; 2024Q4: 202,442 shares; 2025Q1: 410,694 shares; 2025Q2: 430,190 shares; 2025Q3: 313,373 shares; 2025Q4: 308,604 shares; 2026Q1: 193,429 shares; 2026Q2: 207,382 shares 207,382$24.2M0.12%+13,953Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,910 shares; 2024Q4: 13,961 shares; 2025Q1: 13,929 shares; 2025Q2: 13,779 shares; 2025Q3: 13,680 shares; 2025Q4: 13,638 shares; 2026Q1: 20,746 shares; 2026Q2: 24,708 shares 24,708$24.2M0.12%+3,962Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,456 shares; 2024Q4: 49,802 shares; 2025Q1: 56,313 shares; 2025Q2: 78,603 shares; 2025Q3: 94,158 shares; 2025Q4: 97,692 shares; 2026Q1: 102,538 shares; 2026Q2: 111,049 shares 111,049$24M0.12%+8,511Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,412 shares; 2024Q4: 173,060 shares; 2025Q1: 164,491 shares; 2025Q2: 160,241 shares; 2025Q3: 173,791 shares; 2025Q4: 175,314 shares; 2026Q1: 190,796 shares; 2026Q2: 163,540 shares 163,540$23.9M0.12%-27,256Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,978 shares; 2024Q4: 153,108 shares; 2025Q1: 160,807 shares; 2025Q2: 176,961 shares; 2025Q3: 184,444 shares; 2025Q4: 191,205 shares; 2026Q1: 257,219 shares; 2026Q2: 258,576 shares 258,576$23.9M0.12%+1,357Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,705 shares; 2024Q4: 43,658 shares; 2025Q1: 41,370 shares; 2025Q2: 51,653 shares; 2025Q3: 75,379 shares; 2025Q4: 85,981 shares; 2026Q1: 88,509 shares; 2026Q2: 65,040 shares 65,040$23.8M0.12%-23,469Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,447 shares; 2024Q4: 255,985 shares; 2025Q1: 200,485 shares; 2025Q2: 146,700 shares; 2025Q3: 156,166 shares; 2025Q4: 357,292 shares; 2026Q1: 457,091 shares; 2026Q2: 522,340 shares 522,340$23.7M0.12%+65,249Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969,931 shares; 2024Q4: 1,163,337 shares; 2025Q1: 1,175,896 shares; 2025Q2: 1,176,138 shares; 2025Q3: 1,231,242 shares; 2025Q4: 1,115,291 shares; 2026Q1: 1,142,035 shares; 2026Q2: 1,136,325 shares 1,136,325$23.5M0.12%-5,710Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,860 shares; 2024Q4: 9,968 shares; 2025Q1: 9,794 shares; 2025Q2: 13,633 shares; 2025Q3: 15,347 shares; 2025Q4: 18,418 shares; 2026Q1: 30,417 shares; 2026Q2: 32,539 shares 32,539$23.4M0.12%+2,122Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,140 shares; 2024Q4: 36,328 shares; 2025Q1: 37,592 shares; 2025Q2: 39,810 shares; 2025Q3: 41,460 shares; 2025Q4: 35,846 shares; 2026Q1: 44,940 shares; 2026Q2: 57,460 shares 57,460$23.4M0.12%+12,520Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,379 shares; 2024Q4: 120,517 shares; 2025Q1: 132,056 shares; 2025Q2: 147,265 shares; 2025Q3: 135,957 shares; 2025Q4: 139,714 shares; 2026Q1: 258,703 shares; 2026Q2: 305,987 shares 305,987$22.7M0.12%+47,284Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,012 shares; 2024Q4: 37,208 shares; 2025Q1: 41,161 shares; 2025Q2: 38,417 shares; 2025Q3: 37,438 shares; 2025Q4: 37,627 shares; 2026Q1: 41,209 shares; 2026Q2: 43,773 shares 43,773$22.7M0.12%+2,564Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,276 shares; 2024Q4: 273,330 shares; 2025Q1: 257,232 shares; 2025Q2: 254,648 shares; 2025Q3: 265,381 shares; 2025Q4: 274,671 shares; 2026Q1: 285,353 shares; 2026Q2: 307,472 shares 307,472$22.6M0.12%+22,119Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,010 shares; 2024Q4: 142,196 shares; 2025Q1: 145,200 shares; 2025Q2: 147,235 shares; 2025Q3: 151,537 shares; 2025Q4: 156,522 shares; 2026Q1: 159,989 shares; 2026Q2: 166,536 shares 166,536$22.5M0.12%+6,547Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,533 shares; 2024Q4: 37,912 shares; 2025Q1: 42,223 shares; 2025Q2: 49,853 shares; 2025Q3: 53,366 shares; 2025Q4: 67,631 shares; 2026Q1: 63,969 shares; 2026Q2: 65,460 shares 65,460$22.4M0.11%+1,491Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 214,913 shares; 2026Q2: 476,300 shares 476,300$22.3M0.11%+261,387Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601,468 shares; 2024Q4: 427,901 shares; 2025Q1: 417,767 shares; 2025Q2: 52,553 shares; 2025Q3: 53,351 shares; 2025Q4: 50,940 shares; 2026Q1: 43,766 shares; 2026Q2: 500,399 shares 500,399$21.8M0.11%+456,633Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,507 shares; 2024Q4: 75,969 shares; 2025Q1: 74,732 shares; 2025Q2: 74,464 shares; 2025Q3: 60,205 shares; 2025Q4: 63,373 shares; 2026Q1: 146,346 shares; 2026Q2: 149,138 shares 149,138$21.8M0.11%+2,792Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,327 shares; 2024Q4: 71,365 shares; 2025Q1: 94,846 shares; 2025Q2: 95,008 shares; 2025Q3: 99,255 shares; 2025Q4: 101,706 shares; 2026Q1: 86,642 shares; 2026Q2: 102,435 shares 102,435$21.4M0.11%+15,793Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,318 shares; 2024Q4: 43,571 shares; 2025Q1: 49,652 shares; 2025Q2: 39,801 shares; 2025Q3: 40,126 shares; 2025Q4: 103,484 shares; 2026Q1: 119,934 shares; 2026Q2: 129,243 shares 129,243$21.2M0.11%+9,309Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,294 shares; 2024Q4: 55,797 shares; 2025Q1: 52,966 shares; 2025Q2: 56,236 shares; 2025Q3: 55,291 shares; 2025Q4: 60,104 shares; 2026Q1: 78,631 shares; 2026Q2: 75,214 shares 75,214$21.1M0.11%-3,417Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,584 shares; 2024Q4: 283,062 shares; 2025Q1: 302,385 shares; 2025Q2: 299,500 shares; 2025Q3: 341,430 shares; 2025Q4: 319,082 shares; 2026Q1: 318,493 shares; 2026Q2: 394,166 shares 394,166$21.1M0.11%+75,673Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,009 shares; 2025Q1: 18,186 shares; 2025Q2: 18,514 shares; 2025Q3: 19,646 shares; 2025Q4: 20,538 shares; 2026Q1: 22,180 shares; 2026Q2: 21,807 shares 21,807$21M0.11%-373Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 26,878 shares; 2025Q1: 67,661 shares; 2025Q2: 65,494 shares; 2025Q3: 91,314 shares; 2025Q4: 112,936 shares; 2026Q1: 128,422 shares; 2026Q2: 129,338 shares 129,338$20.9M0.11%+916Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,090 shares; 2024Q4: 29,373 shares; 2025Q1: 29,393 shares; 2025Q2: 28,460 shares; 2025Q3: 51,789 shares; 2025Q4: 51,566 shares; 2026Q1: 51,636 shares; 2026Q2: 57,824 shares 57,824$20.8M0.11%+6,188Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520,410 shares; 2024Q4: 580,603 shares; 2025Q1: 595,022 shares; 2025Q2: 16,306 shares; 2025Q3: 19,697 shares; 2025Q4: 19,701 shares; 2026Q1: 19,831 shares; 2026Q2: 733,668 shares 733,668$20.8M0.11%+713,837Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,054 shares; 2024Q4: 67,382 shares; 2025Q1: 73,643 shares; 2025Q2: 76,833 shares; 2025Q3: 57,292 shares; 2025Q4: 59,168 shares; 2026Q1: 85,704 shares; 2026Q2: 93,732 shares 93,732$20.7M0.11%+8,028Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,240 shares; 2024Q4: 93,658 shares; 2025Q1: 102,954 shares; 2025Q2: 110,262 shares; 2025Q3: 320,019 shares; 2025Q4: 390,875 shares; 2026Q1: 418,085 shares; 2026Q2: 212,883 shares 212,883$20.5M0.1%-205,202Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,513 shares; 2024Q4: 3,402 shares; 2025Q1: 3,642 shares; 2025Q2: 3,789 shares; 2025Q3: 4,219 shares; 2025Q4: 4,439 shares; 2026Q1: 4,375 shares; 2026Q2: 114,481 shares 114,481$20.4M0.1%+110,106Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,740 shares; 2024Q4: 89,966 shares; 2025Q1: 93,168 shares; 2025Q2: 92,609 shares; 2025Q3: 97,985 shares; 2025Q4: 106,538 shares; 2026Q1: 113,812 shares; 2026Q2: 108,951 shares 108,951$20.1M0.1%-4,861Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,846 shares; 2024Q4: 114,359 shares; 2025Q1: 119,408 shares; 2025Q2: 123,104 shares; 2025Q3: 121,466 shares; 2025Q4: 121,349 shares; 2026Q1: 120,612 shares; 2026Q2: 122,009 shares 122,009$20.1M0.1%+1,397Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,771 shares; 2024Q4: 135,802 shares; 2025Q1: 132,106 shares; 2025Q2: 172,166 shares; 2025Q3: 186,534 shares; 2025Q4: 193,280 shares; 2026Q1: 204,003 shares; 2026Q2: 195,241 shares 195,241$20.1M0.1%-8,762Timeline
AIRRFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,239 shares; 2024Q4: 101,737 shares; 2025Q1: 119,801 shares; 2025Q2: 117,515 shares; 2025Q3: 116,474 shares; 2025Q4: 123,040 shares; 2026Q1: 125,252 shares; 2026Q2: 150,473 shares 150,473$20.1M0.1%+25,221Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,422 shares; 2024Q4: 54,131 shares; 2025Q1: 68,932 shares; 2025Q2: 95,300 shares; 2025Q3: 114,992 shares; 2025Q4: 146,445 shares; 2026Q1: 101,291 shares; 2026Q2: 88,156 shares 88,156$20M0.1%-13,135Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,122 shares; 2024Q4: 10,351 shares; 2025Q1: 15,111 shares; 2025Q2: 28,575 shares; 2025Q3: 381,290 shares; 2025Q4: 404,651 shares; 2026Q1: 424,713 shares; 2026Q2: 173,885 shares 173,885$19.9M0.1%-250,828Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,888 shares; 2024Q4: 107,571 shares; 2025Q1: 152,051 shares; 2025Q2: 100,947 shares; 2025Q3: 101,753 shares; 2025Q4: 253,314 shares; 2026Q1: 125,494 shares; 2026Q2: 124,604 shares 124,604$19.8M0.1%-890Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928,568 shares; 2024Q4: 930,708 shares; 2025Q1: 929,279 shares; 2025Q2: 926,339 shares; 2025Q3: 964,497 shares; 2025Q4: 982,772 shares; 2026Q1: 1,024,249 shares; 2026Q2: 1,102,564 shares 1,102,564$19.7M0.1%+78,315Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,150 shares; 2024Q4: 33,018 shares; 2025Q1: 29,058 shares; 2025Q2: 29,240 shares; 2025Q3: 29,316 shares; 2025Q4: 29,218 shares; 2026Q1: 26,550 shares; 2026Q2: 388,871 shares 388,871$19.7M0.1%+362,321Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,274 shares; 2024Q4: 322,419 shares; 2025Q1: 317,373 shares; 2025Q2: 327,825 shares; 2025Q3: 328,533 shares; 2025Q4: 334,778 shares; 2026Q1: 344,713 shares; 2026Q2: 367,164 shares 367,164$19.2M0.1%+22,451Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 1,212 shares; 2025Q1: 1,038 shares; 2025Q2: 6,965 shares; 2025Q3: 143,831 shares; 2025Q4: 148,256 shares; 2026Q1: 148,362 shares; 2026Q2: 81,527 shares 81,527$19.2M0.1%-66,835Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,116 shares; 2024Q4: 144,900 shares; 2025Q1: 142,227 shares; 2025Q2: 142,539 shares; 2025Q3: 166,180 shares; 2025Q4: 186,173 shares; 2026Q1: 238,180 shares; 2026Q2: 209,120 shares 209,120$19M0.1%-29,060Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,894 shares; 2024Q4: 26,965 shares; 2025Q1: 27,501 shares; 2025Q2: 43,009 shares; 2025Q3: 39,928 shares; 2025Q4: 191,291 shares; 2026Q1: 44,987 shares; 2026Q2: 202,401 shares 202,401$18.9M0.1%+157,414Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,044 shares; 2024Q4: 212,134 shares; 2025Q1: 217,707 shares; 2025Q2: 221,001 shares; 2025Q3: 64,100 shares; 2025Q4: 64,157 shares; 2026Q1: 90,619 shares; 2026Q2: 91,590 shares 91,590$18.9M0.1%+971Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,726 shares; 2024Q4: 277,454 shares; 2025Q1: 308,381 shares; 2025Q2: 391,757 shares; 2025Q3: 307,389 shares; 2025Q4: 378,181 shares; 2026Q1: 388,819 shares; 2026Q2: 398,621 shares 398,621$18.8M0.1%+9,802Timeline
TUSITOUCHSTONE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 1,179 shares; 2025Q1: 590 shares; 2025Q2: 277,350 shares; 2025Q3: 404,899 shares; 2025Q4: 804,791 shares; 2026Q1: 634,236 shares; 2026Q2: 742,645 shares 742,645$18.8M0.1%+108,409Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,091 shares; 2024Q4: 172,622 shares; 2025Q1: 187,947 shares; 2025Q2: 180,917 shares; 2025Q3: 164,826 shares; 2025Q4: 177,200 shares; 2026Q1: 346,974 shares; 2026Q2: 370,653 shares 370,653$18.7M0.1%+23,679Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,107 shares; 2024Q4: 100,297 shares; 2025Q1: 81,897 shares; 2025Q2: 87,643 shares; 2025Q3: 84,871 shares; 2025Q4: 84,948 shares; 2026Q1: 172,941 shares; 2026Q2: 206,571 shares 206,571$18.7M0.1%+33,630Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,276 shares; 2024Q4: 194,406 shares; 2025Q1: 191,871 shares; 2025Q2: 191,467 shares; 2025Q3: 190,886 shares; 2025Q4: 190,522 shares; 2026Q1: 191,208 shares; 2026Q2: 193,388 shares 193,388$18.6M0.1%+2,180Timeline
TAFMAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 697,077 shares; 2026Q2: 723,052 shares 723,052$18.6M0.09%+25,975Timeline
FVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,931 shares; 2024Q4: 255,492 shares; 2025Q1: 257,577 shares; 2025Q2: 255,951 shares; 2025Q3: 245,251 shares; 2025Q4: 243,923 shares; 2026Q1: 241,542 shares; 2026Q2: 241,466 shares 241,466$18.3M0.09%-76Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,806 shares; 2024Q4: 51,703 shares; 2025Q1: 51,216 shares; 2025Q2: 53,364 shares; 2025Q3: 55,783 shares; 2025Q4: 66,171 shares; 2026Q1: 73,108 shares; 2026Q2: 74,006 shares 74,006$18.2M0.09%+898Timeline
COROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 322,924 shares; 2026Q2: 496,040 shares 496,040$18.2M0.09%+173,116Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,936 shares; 2024Q4: 52,766 shares; 2025Q1: 35,165 shares; 2025Q2: 44,079 shares; 2025Q3: 44,127 shares; 2025Q4: 44,708 shares; 2026Q1: 45,137 shares; 2026Q2: 45,510 shares 45,510$17.9M0.09%+373Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,838 shares; 2024Q4: 10,710 shares; 2025Q1: 10,726 shares; 2025Q2: 171,065 shares; 2025Q3: 161,093 shares; 2025Q4: 160,070 shares; 2026Q1: 177,559 shares; 2026Q2: 193,745 shares 193,745$17.8M0.09%+16,186Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,983 shares; 2024Q4: 82,417 shares; 2025Q1: 86,049 shares; 2025Q2: 76,119 shares; 2025Q3: 73,949 shares; 2025Q4: 75,015 shares; 2026Q1: 73,662 shares; 2026Q2: 73,339 shares 73,339$17.8M0.09%-323Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,750 shares; 2024Q4: 42,108 shares; 2025Q1: 85,816 shares; 2025Q2: 105,675 shares; 2025Q3: 121,412 shares; 2025Q4: 129,427 shares; 2026Q1: 522,015 shares; 2026Q2: 604,216 shares 604,216$17.8M0.09%+82,201Timeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 1,655 shares; 2025Q1: 3,344 shares; 2025Q2: 4,729 shares; 2025Q3: 17,782 shares; 2025Q4: 158,882 shares; 2026Q1: 170,043 shares; 2026Q2: 106,677 shares 106,677$17.6M0.09%-63,366Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,360 shares; 2024Q4: 46,476 shares; 2025Q1: 47,091 shares; 2025Q2: 47,707 shares; 2025Q3: 65,199 shares; 2025Q4: 51,501 shares; 2026Q1: 53,945 shares; 2026Q2: 57,481 shares 57,481$17.6M0.09%+3,536Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 2,103 shares; 2025Q2: 320,781 shares; 2025Q3: 257,487 shares; 2025Q4: 341,454 shares; 2026Q1: 71,084 shares; 2026Q2: 63,688 shares 63,688$17.6M0.09%-7,396Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,152 shares; 2024Q4: 344,945 shares; 2025Q1: 347,627 shares; 2025Q2: 343,662 shares; 2025Q3: 341,588 shares; 2025Q4: 327,670 shares; 2026Q1: 321,116 shares; 2026Q2: 324,372 shares 324,372$17.5M0.09%+3,256Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,911 shares; 2024Q4: 7,633 shares; 2025Q1: 7,526 shares; 2025Q2: 9,129 shares; 2025Q3: 12,200 shares; 2025Q4: 1,070,300 shares; 2026Q1: 1,000,577 shares; 2026Q2: 742,729 shares 742,729$17.4M0.09%-257,848Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,655 shares; 2024Q4: 83,829 shares; 2025Q1: 135,916 shares; 2025Q2: 95,447 shares; 2025Q3: 78,012 shares; 2025Q4: 103,054 shares; 2026Q1: 181,930 shares; 2026Q2: 209,556 shares 209,556$17.4M0.09%+27,626Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,651 shares; 2024Q4: 64,192 shares; 2025Q1: 66,189 shares; 2025Q2: 40,037 shares; 2025Q3: 38,738 shares; 2025Q4: 38,327 shares; 2026Q1: 56,005 shares; 2026Q2: 59,839 shares 59,839$17.4M0.09%+3,834Timeline
FLCVFEDERATED HERMES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 46,083 shares; 2025Q1: 300,979 shares; 2025Q2: 299,973 shares; 2025Q3: 372,852 shares; 2025Q4: 436,453 shares; 2026Q1: 468,971 shares; 2026Q2: 484,579 shares 484,579$17.4M0.09%+15,608Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,429 shares; 2024Q4: 419,752 shares; 2025Q1: 424,570 shares; 2025Q2: 425,232 shares; 2025Q3: 437,409 shares; 2025Q4: 443,345 shares; 2026Q1: 731,275 shares; 2026Q2: 754,954 shares 754,954$17.2M0.09%+23,679Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,315 shares; 2024Q4: 74,235 shares; 2025Q1: 74,447 shares; 2025Q2: 73,929 shares; 2025Q3: 73,783 shares; 2025Q4: 77,210 shares; 2026Q1: 76,053 shares; 2026Q2: 77,547 shares 77,547$17.1M0.09%+1,494Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,847 shares; 2024Q4: 207,803 shares; 2025Q1: 207,114 shares; 2025Q2: 82,171 shares; 2025Q3: 92,921 shares; 2025Q4: 113,876 shares; 2026Q1: 136,718 shares; 2026Q2: 121,079 shares 121,079$16.9M0.09%-15,639Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,673 shares; 2024Q4: 131,877 shares; 2025Q1: 138,813 shares; 2025Q2: 138,890 shares; 2025Q3: 146,149 shares; 2025Q4: 150,537 shares; 2026Q1: 169,460 shares; 2026Q2: 195,769 shares 195,769$16.7M0.09%+26,309Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,771 shares; 2024Q4: 158,974 shares; 2025Q1: 158,410 shares; 2025Q2: 168,746 shares; 2025Q3: 176,142 shares; 2025Q4: 188,032 shares; 2026Q1: 172,516 shares; 2026Q2: 174,167 shares 174,167$16.7M0.09%+1,651Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,176 shares; 2024Q4: 9,545 shares; 2025Q1: 14,172 shares; 2025Q2: 26,306 shares; 2025Q3: 317,026 shares; 2025Q4: 418,874 shares; 2026Q1: 324,033 shares; 2026Q2: 129,455 shares 129,455$16.5M0.08%-194,578Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,120 shares; 2024Q4: 239,231 shares; 2025Q1: 243,186 shares; 2025Q2: 167,593 shares; 2025Q3: 200,746 shares; 2025Q4: 238,544 shares; 2026Q1: 308,054 shares; 2026Q2: 334,602 shares 334,602$16.5M0.08%+26,548Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,431 shares; 2024Q4: 70,064 shares; 2025Q1: 69,732 shares; 2025Q2: 64,978 shares; 2025Q3: 76,138 shares; 2025Q4: 149,873 shares; 2026Q1: 139,924 shares; 2026Q2: 138,424 shares 138,424$16.2M0.08%-1,500Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,728 shares; 2024Q4: 16,122 shares; 2025Q1: 16,634 shares; 2025Q2: 17,195 shares; 2025Q3: 23,872 shares; 2025Q4: 26,604 shares; 2026Q1: 67,714 shares; 2026Q2: 84,636 shares 84,636$16.2M0.08%+16,922Timeline
KNGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,679 shares; 2024Q4: 230,413 shares; 2025Q1: 217,445 shares; 2025Q2: 216,757 shares; 2025Q3: 214,737 shares; 2025Q4: 190,647 shares; 2026Q1: 298,217 shares; 2026Q2: 320,973 shares 320,973$16.2M0.08%+22,756Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,145 shares; 2024Q4: 204,810 shares; 2025Q1: 189,293 shares; 2025Q2: 393,876 shares; 2025Q3: 454,101 shares; 2025Q4: 483,385 shares; 2026Q1: 513,699 shares; 2026Q2: 269,758 shares 269,758$16.1M0.08%-243,941Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,645 shares; 2024Q4: 49,137 shares; 2025Q1: 41,782 shares; 2025Q2: 48,567 shares; 2025Q3: 371,983 shares; 2025Q4: 343,098 shares; 2026Q1: 366,283 shares; 2026Q2: 167,294 shares 167,294$16.1M0.08%-198,989Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,127 shares; 2024Q4: 156,751 shares; 2025Q1: 166,188 shares; 2025Q2: 149,910 shares; 2025Q3: 130,253 shares; 2025Q4: 186,759 shares; 2026Q1: 244,135 shares; 2026Q2: 277,131 shares 277,131$16M0.08%+32,996Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,292 shares; 2024Q4: 140,369 shares; 2025Q1: 111,265 shares; 2025Q2: 137,340 shares; 2025Q3: 144,676 shares; 2025Q4: 144,218 shares; 2026Q1: 169,801 shares; 2026Q2: 183,826 shares 183,826$15.9M0.08%+14,025Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,623 shares; 2024Q4: 41,107 shares; 2025Q1: 37,628 shares; 2025Q2: 43,490 shares; 2025Q3: 50,506 shares; 2025Q4: 49,583 shares; 2026Q1: 54,198 shares; 2026Q2: 44,663 shares 44,663$15.8M0.08%-9,535Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,355 shares; 2024Q4: 118,287 shares; 2025Q1: 128,074 shares; 2025Q2: 131,585 shares; 2025Q3: 143,066 shares; 2025Q4: 146,151 shares; 2026Q1: 152,953 shares; 2026Q2: 150,553 shares 150,553$15.7M0.08%-2,400Timeline
IYKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,107 shares; 2024Q4: 13,335 shares; 2025Q1: 4,572 shares; 2025Q2: 63,735 shares; 2025Q3: 485,657 shares; 2025Q4: 538,120 shares; 2026Q1: 555,676 shares; 2026Q2: 214,283 shares 214,283$15.6M0.08%-341,393Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,638 shares; 2024Q4: 27,943 shares; 2025Q1: 45,395 shares; 2025Q2: 53,137 shares; 2025Q3: 83,708 shares; 2025Q4: 143,521 shares; 2026Q1: 129,729 shares; 2026Q2: 141,621 shares 141,621$15.4M0.08%+11,892Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,503 shares; 2024Q4: 33,832 shares; 2025Q1: 7,241 shares; 2025Q2: 7,949 shares; 2025Q3: 8,393 shares; 2025Q4: 8,305 shares; 2026Q1: 9,290 shares; 2026Q2: 9,078 shares 9,078$15.4M0.08%-212Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,884 shares; 2024Q4: 110,009 shares; 2025Q1: 107,992 shares; 2025Q2: 106,454 shares; 2025Q3: 106,337 shares; 2025Q4: 104,345 shares; 2026Q1: 104,492 shares; 2026Q2: 104,147 shares 104,147$15.4M0.08%-345Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,460 shares; 2024Q4: 213,382 shares; 2025Q1: 243,934 shares; 2025Q2: 259,664 shares; 2025Q3: 210,120 shares; 2025Q4: 218,401 shares; 2026Q1: 239,109 shares; 2026Q2: 247,873 shares 247,873$15.4M0.08%+8,764Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,587 shares; 2024Q4: 25,381 shares; 2025Q1: 24,338 shares; 2025Q2: 24,826 shares; 2025Q3: 22,354 shares; 2025Q4: 22,729 shares; 2026Q1: 22,022 shares; 2026Q2: 21,808 shares 21,808$15.3M0.08%-214Timeline
CALFPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,436 shares; 2024Q4: 146,312 shares; 2025Q1: 146,063 shares; 2025Q2: 287,380 shares; 2025Q3: 291,284 shares; 2025Q4: 291,341 shares; 2026Q1: 287,374 shares; 2026Q2: 302,908 shares 302,908$15.3M0.08%+15,534Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,314 shares; 2024Q4: 57,293 shares; 2025Q1: 60,819 shares; 2025Q2: 70,775 shares; 2025Q3: 107,741 shares; 2025Q4: 108,529 shares; 2026Q1: 120,141 shares; 2026Q2: 122,855 shares 122,855$15.3M0.08%+2,714Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,366 shares; 2024Q4: 206,223 shares; 2025Q1: 215,269 shares; 2025Q2: 181,480 shares; 2025Q3: 177,316 shares; 2025Q4: 174,985 shares; 2026Q1: 302,261 shares; 2026Q2: 314,308 shares 314,308$15.3M0.08%+12,047Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,125 shares; 2024Q4: 36,830 shares; 2025Q1: 72,168 shares; 2025Q2: 90,274 shares; 2025Q3: 138,992 shares; 2025Q4: 168,404 shares; 2026Q1: 177,234 shares; 2026Q2: 389,174 shares 389,174$15.3M0.08%+211,940Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,916 shares; 2024Q4: 86,020 shares; 2025Q1: 88,482 shares; 2025Q2: 90,719 shares; 2025Q3: 88,219 shares; 2025Q4: 92,585 shares; 2026Q1: 93,756 shares; 2026Q2: 97,532 shares 97,532$15.2M0.08%+3,776Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,073 shares; 2024Q4: 70,388 shares; 2025Q1: 72,174 shares; 2025Q2: 62,078 shares; 2025Q3: 93,338 shares; 2025Q4: 105,266 shares; 2026Q1: 132,762 shares; 2026Q2: 140,403 shares 140,403$15.1M0.08%+7,641Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,856 shares; 2024Q4: 128,499 shares; 2025Q1: 242,808 shares; 2025Q2: 281,691 shares; 2025Q3: 311,829 shares; 2025Q4: 323,183 shares; 2026Q1: 361,910 shares; 2026Q2: 381,539 shares 381,539$15.1M0.08%+19,629Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,337 shares; 2024Q4: 13,120 shares; 2025Q1: 12,792 shares; 2025Q2: 13,987 shares; 2025Q3: 13,569 shares; 2025Q4: 13,819 shares; 2026Q1: 18,783 shares; 2026Q2: 15,553 shares 15,553$15M0.08%-3,230Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905,678 shares; 2024Q4: 1,080,895 shares; 2025Q1: 600,229 shares; 2025Q2: 502,386 shares; 2025Q3: 494,557 shares; 2025Q4: 500,946 shares; 2026Q1: 521,538 shares; 2026Q2: 346,846 shares 346,846$15M0.08%-174,692Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,200 shares; 2024Q4: 67,473 shares; 2025Q1: 62,525 shares; 2025Q2: 64,854 shares; 2025Q3: 65,471 shares; 2025Q4: 75,120 shares; 2026Q1: 81,427 shares; 2026Q2: 77,303 shares 77,303$14.9M0.08%-4,124Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,960 shares; 2024Q4: 315,919 shares; 2025Q1: 310,812 shares; 2025Q2: 316,256 shares; 2025Q3: 310,460 shares; 2025Q4: 293,639 shares; 2026Q1: 293,384 shares; 2026Q2: 309,125 shares 309,125$14.9M0.08%+15,741Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 237 shares; 2025Q1: 226,978 shares; 2025Q2: 436,285 shares; 2025Q3: 349,789 shares; 2025Q4: 181,638 shares; 2026Q1: 14,630 shares; 2026Q2: 197,699 shares 197,699$14.9M0.08%+183,069Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,944 shares; 2024Q4: 233,497 shares; 2025Q1: 242,084 shares; 2025Q2: 252,553 shares; 2025Q3: 256,818 shares; 2025Q4: 266,297 shares; 2026Q1: 268,496 shares; 2026Q2: 287,652 shares 287,652$14.8M0.08%+19,156Timeline
COWGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,350 shares; 2024Q4: 52,804 shares; 2025Q1: 287,538 shares; 2025Q2: 297,350 shares; 2025Q3: 317,709 shares; 2025Q4: 334,654 shares; 2026Q1: 364,492 shares; 2026Q2: 365,837 shares 365,837$14.7M0.07%+1,345Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,394 shares; 2024Q4: 94,963 shares; 2025Q1: 88,933 shares; 2025Q2: 88,805 shares; 2025Q3: 83,268 shares; 2025Q4: 62,374 shares; 2026Q1: 111,561 shares; 2026Q2: 118,484 shares 118,484$14.6M0.07%+6,923Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,705 shares; 2025Q2: 8,915 shares; 2025Q3: 481,531 shares; 2025Q4: 512,122 shares; 2026Q1: 535,389 shares; 2026Q2: 552,406 shares 552,406$14.5M0.07%+17,017Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,464 shares; 2024Q4: 34,980 shares; 2025Q1: 36,113 shares; 2025Q2: 56,243 shares; 2025Q3: 74,643 shares; 2025Q4: 90,665 shares; 2026Q1: 75,819 shares; 2026Q2: 59,421 shares 59,421$14.4M0.07%-16,398Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,603 shares; 2024Q4: 92,225 shares; 2025Q1: 56,084 shares; 2025Q2: 61,210 shares; 2025Q3: 78,186 shares; 2025Q4: 82,108 shares; 2026Q1: 75,588 shares; 2026Q2: 98,774 shares 98,774$14.3M0.07%+23,186Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,466 shares; 2024Q4: 131,744 shares; 2025Q1: 130,597 shares; 2025Q2: 147,074 shares; 2025Q3: 147,314 shares; 2025Q4: 150,987 shares; 2026Q1: 157,141 shares; 2026Q2: 160,305 shares 160,305$14.3M0.07%+3,164Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,788 shares; 2024Q4: 132,551 shares; 2025Q1: 143,648 shares; 2025Q2: 151,014 shares; 2025Q3: 161,775 shares; 2025Q4: 163,186 shares; 2026Q1: 144,887 shares; 2026Q2: 138,965 shares 138,965$14.2M0.07%-5,922Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,466 shares; 2024Q4: 87,292 shares; 2025Q1: 87,216 shares; 2025Q2: 95,529 shares; 2025Q3: 98,064 shares; 2025Q4: 95,222 shares; 2026Q1: 142,602 shares; 2026Q2: 120,985 shares 120,985$14.2M0.07%-21,617Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,166 shares; 2024Q4: 19,376 shares; 2025Q1: 50,417 shares; 2025Q2: 30,769 shares; 2025Q3: 26,257 shares; 2025Q4: 28,344 shares; 2026Q1: 27,717 shares; 2026Q2: 32,762 shares 32,762$14.1M0.07%+5,045Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,048 shares; 2024Q4: 21,468 shares; 2025Q1: 21,449 shares; 2025Q2: 20,933 shares; 2025Q3: 20,976 shares; 2025Q4: 22,634 shares; 2026Q1: 20,592 shares; 2026Q2: 22,184 shares 22,184$14.1M0.07%+1,592Timeline
GFFGRIFFON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,339 shares; 2024Q4: 76,455 shares; 2025Q1: 78,002 shares; 2025Q2: 82,300 shares; 2025Q3: 90,604 shares; 2025Q4: 85,053 shares; 2026Q1: 146,301 shares; 2026Q2: 143,523 shares 143,523$14M0.07%-2,778Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,175 shares; 2024Q4: 136,154 shares; 2025Q1: 121,162 shares; 2025Q2: 129,738 shares; 2025Q3: 130,610 shares; 2025Q4: 136,722 shares; 2026Q1: 183,911 shares; 2026Q2: 145,358 shares 145,358$13.7M0.07%-38,553Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,222 shares; 2024Q4: 261,617 shares; 2025Q1: 311,591 shares; 2025Q2: 313,151 shares; 2025Q3: 331,695 shares; 2025Q4: 326,543 shares; 2026Q1: 350,598 shares; 2026Q2: 344,712 shares 344,712$13.7M0.07%-5,886Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,051 shares; 2024Q4: 224,409 shares; 2025Q1: 238,035 shares; 2025Q2: 270,409 shares; 2025Q3: 308,230 shares; 2025Q4: 316,251 shares; 2026Q1: 338,246 shares; 2026Q2: 351,178 shares 351,178$13.7M0.07%+12,932Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,625 shares; 2024Q4: 52,968 shares; 2025Q1: 53,475 shares; 2025Q2: 50,661 shares; 2025Q3: 50,042 shares; 2025Q4: 46,471 shares; 2026Q1: 50,732 shares; 2026Q2: 48,083 shares 48,083$13.6M0.07%-2,649Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,590 shares; 2024Q4: 125,871 shares; 2025Q1: 133,198 shares; 2025Q2: 144,895 shares; 2025Q3: 137,720 shares; 2025Q4: 149,193 shares; 2026Q1: 171,918 shares; 2026Q2: 188,067 shares 188,067$13.5M0.07%+16,149Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,480 shares; 2024Q4: 74,558 shares; 2025Q1: 73,893 shares; 2025Q2: 75,597 shares; 2025Q3: 80,650 shares; 2025Q4: 82,910 shares; 2026Q1: 72,364 shares; 2026Q2: 60,377 shares 60,377$13.5M0.07%-11,987Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,316 shares; 2024Q4: 228,560 shares; 2025Q1: 251,680 shares; 2025Q2: 267,945 shares; 2025Q3: 240,363 shares; 2025Q4: 253,159 shares; 2026Q1: 244,319 shares; 2026Q2: 172,449 shares 172,449$13.5M0.07%-71,870Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,587 shares; 2024Q4: 15,599 shares; 2025Q1: 17,533 shares; 2025Q2: 16,241 shares; 2025Q3: 30,349 shares; 2025Q4: 38,521 shares; 2026Q1: 20,712 shares; 2026Q2: 24,006 shares 24,006$13.5M0.07%+3,294Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 199 shares; 2025Q2: 32,389 shares; 2025Q3: 1,077,219 shares; 2025Q4: 1,297,393 shares; 2026Q1: 1,361,254 shares; 2026Q2: 517,836 shares 517,836$13.4M0.07%-843,418Timeline
PFFDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,458 shares; 2024Q4: 558,225 shares; 2025Q1: 603,090 shares; 2025Q2: 635,671 shares; 2025Q3: 660,449 shares; 2025Q4: 668,076 shares; 2026Q1: 685,457 shares; 2026Q2: 718,622 shares 718,622$13.4M0.07%+33,165Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,361 shares; 2024Q4: 223,648 shares; 2025Q1: 265,415 shares; 2025Q2: 297,309 shares; 2025Q3: 293,604 shares; 2025Q4: 299,822 shares; 2026Q1: 306,863 shares; 2026Q2: 315,769 shares 315,769$13.4M0.07%+8,906Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,427 shares; 2024Q4: 168,610 shares; 2025Q1: 398,645 shares; 2025Q2: 407,277 shares; 2025Q3: 396,865 shares; 2025Q4: 381,865 shares; 2026Q1: 374,635 shares; 2026Q2: 365,194 shares 365,194$13.3M0.07%-9,441Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,894 shares; 2024Q4: 32,749 shares; 2025Q1: 33,163 shares; 2025Q2: 22,238 shares; 2025Q3: 20,012 shares; 2025Q4: 21,545 shares; 2026Q1: 25,607 shares; 2026Q2: 26,103 shares 26,103$13.1M0.07%+496Timeline
BKDVBNY MELLON ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,307 shares; 2025Q2: 365,834 shares; 2025Q3: 625,835 shares; 2025Q4: 711,492 shares; 2026Q1: 736,618 shares; 2026Q2: 385,364 shares 385,364$12.9M0.07%-351,254Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,877 shares; 2024Q4: 357,025 shares; 2025Q1: 28,452 shares; 2025Q2: 33,083 shares; 2025Q3: 35,623 shares; 2025Q4: 31,916 shares; 2026Q1: 39,354 shares; 2026Q2: 43,110 shares 43,110$12.8M0.07%+3,756Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,624 shares; 2024Q4: 75,881 shares; 2025Q1: 82,093 shares; 2025Q2: 98,383 shares; 2025Q3: 66,294 shares; 2025Q4: 72,657 shares; 2026Q1: 56,719 shares; 2026Q2: 50,749 shares 50,749$12.8M0.07%-5,970Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,899 shares; 2024Q4: 137,764 shares; 2025Q1: 88,059 shares; 2025Q2: 84,592 shares; 2025Q3: 42,915 shares; 2025Q4: 37,274 shares; 2026Q1: 98,674 shares; 2026Q2: 102,391 shares 102,391$12.7M0.07%+3,717Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,386 shares; 2024Q4: 16,944 shares; 2025Q1: 19,375 shares; 2025Q2: 21,981 shares; 2025Q3: 24,350 shares; 2025Q4: 23,457 shares; 2026Q1: 32,525 shares; 2026Q2: 32,593 shares 32,593$12.6M0.06%+68Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,150 shares; 2024Q4: 42,172 shares; 2025Q1: 41,574 shares; 2025Q2: 41,737 shares; 2025Q3: 37,418 shares; 2025Q4: 38,162 shares; 2026Q1: 44,941 shares; 2026Q2: 32,598 shares 32,598$12.6M0.06%-12,343Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,288 shares; 2024Q4: 346,632 shares; 2025Q1: 339,294 shares; 2025Q2: 368,841 shares; 2025Q3: 379,264 shares; 2025Q4: 470,245 shares; 2026Q1: 472,519 shares; 2026Q2: 520,623 shares 520,623$12.5M0.06%+48,104Timeline
SEDGSOLAREDGE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212,797 shares 212,797$12.4M0.06%newTimeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,022 shares; 2024Q4: 33,598 shares; 2025Q1: 34,936 shares; 2025Q2: 36,081 shares; 2025Q3: 77,220 shares; 2025Q4: 77,304 shares; 2026Q1: 78,106 shares; 2026Q2: 80,275 shares 80,275$12.3M0.06%+2,169Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,532 shares; 2024Q4: 165,569 shares; 2025Q1: 176,040 shares; 2025Q2: 199,945 shares; 2025Q3: 210,486 shares; 2025Q4: 213,590 shares; 2026Q1: 226,619 shares; 2026Q2: 231,299 shares 231,299$12.3M0.06%+4,680Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,698 shares; 2024Q4: 35,214 shares; 2025Q1: 23,645 shares; 2025Q2: 29,533 shares; 2025Q3: 34,381 shares; 2025Q4: 57,547 shares; 2026Q1: 77,516 shares; 2026Q2: 77,031 shares 77,031$12.2M0.06%-485Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,448 shares; 2024Q4: 115,889 shares; 2025Q1: 169,387 shares; 2025Q2: 148,462 shares; 2025Q3: 228,806 shares; 2025Q4: 72,006 shares; 2026Q1: 53,289 shares; 2026Q2: 244,622 shares 244,622$12.2M0.06%+191,333Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 1,850 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,433 shares; 2025Q4: 2,093 shares; 2026Q1: 297,008 shares; 2026Q2: 360,246 shares 360,246$12.2M0.06%+63,238Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 2,363 shares; 2026Q1: 203,426 shares; 2026Q2: 228,907 shares 228,907$12.2M0.06%+25,481Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,377 shares; 2024Q4: 24,668 shares; 2025Q1: 24,874 shares; 2025Q2: 24,211 shares; 2025Q3: 24,927 shares; 2025Q4: 25,674 shares; 2026Q1: 32,657 shares; 2026Q2: 32,031 shares 32,031$12M0.06%-626Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,113 shares; 2024Q4: 242,443 shares; 2025Q1: 256,224 shares; 2025Q2: 323,749 shares; 2025Q3: 311,049 shares; 2025Q4: 284,144 shares; 2026Q1: 238,597 shares; 2026Q2: 224,541 shares 224,541$12M0.06%-14,056Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,665 shares; 2024Q4: 238,758 shares; 2025Q1: 12,767 shares; 2025Q2: 188,842 shares; 2025Q3: 191,250 shares; 2025Q4: 195,329 shares; 2026Q1: 39,578 shares; 2026Q2: 116,093 shares 116,093$12M0.06%+76,515Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,298 shares; 2024Q4: 4,974 shares; 2025Q1: 5,099 shares; 2025Q2: 4,705 shares; 2025Q3: 4,087 shares; 2025Q4: 4,995 shares; 2026Q1: 5,255 shares; 2026Q2: 8,663 shares 8,663$12M0.06%+3,408Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,607 shares; 2024Q4: 65,444 shares; 2025Q1: 75,263 shares; 2025Q2: 80,709 shares; 2025Q3: 90,002 shares; 2025Q4: 105,084 shares; 2026Q1: 117,040 shares; 2026Q2: 128,156 shares 128,156$12M0.06%+11,116Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 332 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 266,062 shares 266,062$11.9M0.06%+266,022Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,656 shares; 2024Q4: 67,936 shares; 2025Q1: 67,184 shares; 2025Q2: 67,133 shares; 2025Q3: 66,031 shares; 2025Q4: 65,635 shares; 2026Q1: 68,357 shares; 2026Q2: 66,055 shares 66,055$11.8M0.06%-2,302Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,607 shares; 2024Q4: 113,565 shares; 2025Q1: 125,529 shares; 2025Q2: 110,526 shares; 2025Q3: 116,149 shares; 2025Q4: 126,588 shares; 2026Q1: 102,427 shares; 2026Q2: 108,591 shares 108,591$11.6M0.06%+6,164Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,448 shares; 2024Q4: 201,388 shares; 2025Q1: 233,483 shares; 2025Q2: 244,714 shares; 2025Q3: 254,481 shares; 2025Q4: 261,705 shares; 2026Q1: 287,292 shares; 2026Q2: 279,758 shares 279,758$11.6M0.06%-7,534Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,860 shares; 2024Q4: 25,477 shares; 2025Q1: 25,370 shares; 2025Q2: 25,991 shares; 2025Q3: 25,733 shares; 2025Q4: 90,361 shares; 2026Q1: 123,561 shares; 2026Q2: 115,761 shares 115,761$11.5M0.06%-7,800Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,074 shares; 2024Q4: 225,582 shares; 2025Q1: 256,860 shares; 2025Q2: 286,505 shares; 2025Q3: 202,904 shares; 2025Q4: 199,050 shares; 2026Q1: 196,386 shares; 2026Q2: 227,376 shares 227,376$11.5M0.06%+30,990Timeline
PTNQPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,710 shares; 2024Q4: 120,783 shares; 2025Q1: 134,809 shares; 2025Q2: 144,276 shares; 2025Q3: 145,199 shares; 2025Q4: 139,906 shares; 2026Q1: 136,641 shares; 2026Q2: 129,221 shares 129,221$11.5M0.06%-7,420Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,971 shares; 2024Q4: 24,231 shares; 2025Q1: 22,170 shares; 2025Q2: 20,069 shares; 2025Q3: 20,229 shares; 2025Q4: 20,433 shares; 2026Q1: 22,759 shares; 2026Q2: 30,784 shares 30,784$11.4M0.06%+8,025Timeline
OAKMHARRIS OAKMARK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,940 shares; 2025Q2: 284,154 shares; 2025Q3: 337,227 shares; 2025Q4: 355,345 shares; 2026Q1: 401,960 shares; 2026Q2: 403,016 shares 403,016$11.4M0.06%+1,056Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,940 shares; 2024Q4: 310,132 shares; 2025Q1: 332,019 shares; 2025Q2: 346,522 shares; 2025Q3: 253,995 shares; 2025Q4: 283,906 shares; 2026Q1: 303,029 shares; 2026Q2: 305,908 shares 305,908$11.2M0.06%+2,879Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,465 shares; 2024Q4: 181,116 shares; 2025Q1: 185,608 shares; 2025Q2: 246,463 shares; 2025Q3: 247,680 shares; 2025Q4: 255,072 shares; 2026Q1: 263,868 shares; 2026Q2: 278,282 shares 278,282$11.2M0.06%+14,414Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,449 shares; 2024Q4: 2,339 shares; 2025Q1: 2,540 shares; 2025Q2: 2,598 shares; 2025Q3: 2,691 shares; 2025Q4: 2,674 shares; 2026Q1: 4,378 shares; 2026Q2: 3,513 shares 3,513$11.2M0.06%-865Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,718 shares; 2024Q4: 54,849 shares; 2025Q1: 89,256 shares; 2025Q2: 99,027 shares; 2025Q3: 126,391 shares; 2025Q4: 130,609 shares; 2026Q1: 122,508 shares; 2026Q2: 124,658 shares 124,658$11.2M0.06%+2,150Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,402 shares; 2024Q4: 5,411 shares; 2025Q1: 5,416 shares; 2025Q2: 28,420 shares; 2025Q3: 373,896 shares; 2025Q4: 361,333 shares; 2026Q1: 358,790 shares; 2026Q2: 194,046 shares 194,046$11.2M0.06%-164,744Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,878 shares; 2024Q4: 34,392 shares; 2025Q1: 35,679 shares; 2025Q2: 37,053 shares; 2025Q3: 36,127 shares; 2025Q4: 39,621 shares; 2026Q1: 52,600 shares; 2026Q2: 50,159 shares 50,159$11.2M0.06%-2,441Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,908 shares; 2024Q4: 10,206 shares; 2025Q1: 10,954 shares; 2025Q2: 15,657 shares; 2025Q3: 22,966 shares; 2025Q4: 23,271 shares; 2026Q1: 25,023 shares; 2026Q2: 37,394 shares 37,394$10.9M0.06%+12,371Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,343 shares; 2024Q4: 14,525 shares; 2025Q1: 17,087 shares; 2025Q2: 17,015 shares; 2025Q3: 16,172 shares; 2025Q4: 17,827 shares; 2026Q1: 30,659 shares; 2026Q2: 27,466 shares 27,466$10.9M0.06%-3,193Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,598 shares; 2025Q3: 45,091 shares; 2025Q4: 49,846 shares; 2026Q1: 180,424 shares; 2026Q2: 214,983 shares 214,983$10.9M0.06%+34,559Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,482 shares; 2024Q4: 55,714 shares; 2025Q1: 88,728 shares; 2025Q2: 95,379 shares; 2025Q3: 87,964 shares; 2025Q4: 100,152 shares; 2026Q1: 100,267 shares; 2026Q2: 107,489 shares 107,489$10.8M0.06%+7,222Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,090 shares; 2024Q4: 102,023 shares; 2025Q1: 104,832 shares; 2025Q2: 119,509 shares; 2025Q3: 122,549 shares; 2025Q4: 104,366 shares; 2026Q1: 104,497 shares; 2026Q2: 141,949 shares 141,949$10.8M0.05%+37,452Timeline
BSTBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,423 shares; 2024Q4: 165,577 shares; 2025Q1: 169,727 shares; 2025Q2: 169,148 shares; 2025Q3: 173,465 shares; 2025Q4: 173,868 shares; 2026Q1: 207,702 shares; 2026Q2: 211,966 shares 211,966$10.7M0.05%+4,264Timeline
XGDVXGABELLI DIVID & INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287,007 shares; 2024Q4: 296,786 shares; 2025Q1: 296,651 shares; 2025Q2: 298,809 shares; 2025Q3: 300,932 shares; 2025Q4: 300,770 shares; 2026Q1: 358,691 shares; 2026Q2: 365,524 shares 365,524$10.7M0.05%+6,833Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,546 shares; 2024Q4: 51,445 shares; 2025Q1: 51,474 shares; 2025Q2: 53,366 shares; 2025Q3: 53,384 shares; 2025Q4: 54,669 shares; 2026Q1: 61,794 shares; 2026Q2: 60,669 shares 60,669$10.7M0.05%-1,125Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,883 shares; 2024Q4: 26,209 shares; 2025Q1: 29,956 shares; 2025Q2: 31,304 shares; 2025Q3: 28,759 shares; 2025Q4: 27,482 shares; 2026Q1: 29,404 shares; 2026Q2: 121,873 shares 121,873$10.7M0.05%+92,469Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,630 shares; 2024Q4: 169,768 shares; 2025Q1: 168,928 shares; 2025Q2: 188,990 shares; 2025Q3: 213,460 shares; 2025Q4: 224,280 shares; 2026Q1: 249,544 shares; 2026Q2: 223,962 shares 223,962$10.7M0.05%-25,582Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 647 shares; 2025Q2: 7,829 shares; 2025Q3: 200,762 shares; 2025Q4: 216,128 shares; 2026Q1: 226,905 shares; 2026Q2: 325,155 shares 325,155$10.7M0.05%+98,250Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,164 shares; 2024Q4: 219,868 shares; 2025Q1: 205,322 shares; 2025Q2: 201,710 shares; 2025Q3: 200,444 shares; 2025Q4: 203,540 shares; 2026Q1: 202,783 shares; 2026Q2: 200,971 shares 200,971$10.6M0.05%-1,812Timeline
ISPYPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,454 shares; 2024Q4: 245,166 shares; 2025Q1: 324,294 shares; 2025Q2: 206,535 shares; 2025Q3: 206,688 shares; 2025Q4: 217,061 shares; 2026Q1: 223,472 shares; 2026Q2: 220,274 shares 220,274$10.6M0.05%-3,198Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,035 shares; 2024Q4: 81,081 shares; 2025Q1: 85,266 shares; 2025Q2: 85,845 shares; 2025Q3: 100,032 shares; 2025Q4: 101,140 shares; 2026Q1: 82,329 shares; 2026Q2: 90,124 shares 90,124$10.6M0.05%+7,795Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,481 shares; 2025Q2: 41,305 shares; 2025Q3: 327,278 shares; 2025Q4: 358,697 shares; 2026Q1: 396,584 shares; 2026Q2: 409,155 shares 409,155$10.6M0.05%+12,571Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,023 shares; 2024Q4: 69,129 shares; 2025Q1: 78,558 shares; 2025Q2: 65,765 shares; 2025Q3: 79,049 shares; 2025Q4: 125,152 shares; 2026Q1: 140,224 shares; 2026Q2: 126,253 shares 126,253$10.6M0.05%-13,971Timeline
EFAAINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,046 shares; 2025Q1: 16,832 shares; 2025Q2: 17,077 shares; 2025Q3: 99,577 shares; 2025Q4: 132,620 shares; 2026Q1: 166,335 shares; 2026Q2: 188,181 shares 188,181$10.5M0.05%+21,846Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,812 shares; 2024Q4: 99,708 shares; 2025Q1: 100,914 shares; 2025Q2: 100,339 shares; 2025Q3: 104,445 shares; 2025Q4: 111,445 shares; 2026Q1: 110,063 shares; 2026Q2: 110,351 shares 110,351$10.4M0.05%+288Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,756 shares; 2024Q4: 39,808 shares; 2025Q1: 41,033 shares; 2025Q2: 41,551 shares; 2025Q3: 27,361 shares; 2025Q4: 17,364 shares; 2026Q1: 17,863 shares; 2026Q2: 20,851 shares 20,851$10.4M0.05%+2,988Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,226 shares; 2024Q4: 4,438 shares; 2025Q1: 4,123 shares; 2025Q2: 3,731 shares; 2025Q3: 4,376 shares; 2025Q4: 3,532 shares; 2026Q1: 3,821 shares; 2026Q2: 135,103 shares 135,103$10.3M0.05%+131,282Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,856 shares; 2024Q4: 337,713 shares; 2025Q1: 364,837 shares; 2025Q2: 386,094 shares; 2025Q3: 396,418 shares; 2025Q4: 407,510 shares; 2026Q1: 452,923 shares; 2026Q2: 497,225 shares 497,225$10.2M0.05%+44,302Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,453 shares; 2024Q4: 169,840 shares; 2025Q1: 251,422 shares; 2025Q2: 189,762 shares; 2025Q3: 111,905 shares; 2025Q4: 87,390 shares; 2026Q1: 101,108 shares; 2026Q2: 92,578 shares 92,578$10.2M0.05%-8,530Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,240 shares; 2024Q4: 131,418 shares; 2025Q1: 152,271 shares; 2025Q2: 153,111 shares; 2025Q3: 156,242 shares; 2025Q4: 158,614 shares; 2026Q1: 145,711 shares; 2026Q2: 149,586 shares 149,586$10.2M0.05%+3,875Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,270 shares; 2024Q4: 24,665 shares; 2025Q1: 24,914 shares; 2025Q2: 22,880 shares; 2025Q3: 23,917 shares; 2025Q4: 23,691 shares; 2026Q1: 56,005 shares; 2026Q2: 56,935 shares 56,935$10.2M0.05%+930Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: 16,271 shares; 2025Q2: 33,748 shares; 2025Q3: 36,493 shares; 2025Q4: 63,272 shares; 2026Q1: 146,801 shares; 2026Q2: 102,348 shares 102,348$10.2M0.05%-44,453Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,176 shares; 2024Q4: 8,215 shares; 2025Q1: 6,545 shares; 2025Q2: 14,957 shares; 2025Q3: 423,502 shares; 2025Q4: 337,360 shares; 2026Q1: 353,053 shares; 2026Q2: 129,207 shares 129,207$10.1M0.05%-223,846Timeline
QWLDSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,582 shares; 2026Q1: 66,299 shares; 2026Q2: 66,302 shares 66,302$10.1M0.05%+3Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,537 shares; 2024Q4: 30,731 shares; 2025Q1: 28,698 shares; 2025Q2: 34,465 shares; 2025Q3: 35,023 shares; 2025Q4: 36,311 shares; 2026Q1: 35,160 shares; 2026Q2: 38,395 shares 38,395$10M0.05%+3,235Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,974 shares; 2024Q4: 26,292 shares; 2025Q1: 26,093 shares; 2025Q2: 133,148 shares; 2025Q3: 114,737 shares; 2025Q4: 116,115 shares; 2026Q1: 116,029 shares; 2026Q2: 114,761 shares 114,761$9.99M0.05%-1,268Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,645 shares; 2024Q4: 84,945 shares; 2025Q1: 92,740 shares; 2025Q2: 135,474 shares; 2025Q3: 159,271 shares; 2025Q4: 292,809 shares; 2026Q1: 311,060 shares; 2026Q2: 575,584 shares 575,584$9.95M0.05%+264,524Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,676 shares; 2024Q4: 139,402 shares; 2025Q1: 131,433 shares; 2025Q2: 100,925 shares; 2025Q3: 101,893 shares; 2025Q4: 117,447 shares; 2026Q1: 124,842 shares; 2026Q2: 114,333 shares 114,333$9.94M0.05%-10,509Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,189 shares; 2024Q4: 317,542 shares; 2025Q1: 219,082 shares; 2025Q2: 295,834 shares; 2025Q3: 296,752 shares; 2025Q4: 310,409 shares; 2026Q1: 263,780 shares; 2026Q2: 219,871 shares 219,871$9.92M0.05%-43,909Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64,453 shares; 2025Q1: 62,789 shares; 2025Q2: 66,006 shares; 2025Q3: 55,051 shares; 2025Q4: 53,963 shares; 2026Q1: 42,518 shares; 2026Q2: 36,346 shares 36,346$9.88M0.05%-6,172Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,127 shares; 2024Q4: 69,060 shares; 2025Q1: 68,729 shares; 2025Q2: 72,131 shares; 2025Q3: 61,684 shares; 2025Q4: 62,306 shares; 2026Q1: 61,702 shares; 2026Q2: 57,770 shares 57,770$9.83M0.05%-3,932Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,290 shares; 2024Q4: 14,593 shares; 2025Q1: 15,275 shares; 2025Q2: 13,467 shares; 2025Q3: 17,922 shares; 2025Q4: 21,016 shares; 2026Q1: 37,118 shares; 2026Q2: 40,786 shares 40,786$9.75M0.05%+3,668Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,083 shares; 2024Q4: 64,264 shares; 2025Q1: 62,691 shares; 2025Q2: 65,477 shares; 2025Q3: 85,913 shares; 2025Q4: 105,821 shares; 2026Q1: 138,616 shares; 2026Q2: 133,555 shares 133,555$9.69M0.05%-5,061Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343 shares; 2024Q4: 2,382 shares; 2025Q1: 2,990 shares; 2025Q2: 3,345 shares; 2025Q3: 3,417 shares; 2025Q4: 2,973 shares; 2026Q1: 57,076 shares; 2026Q2: 66,427 shares 66,427$9.65M0.05%+9,351Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,694 shares; 2024Q4: 147,552 shares; 2025Q1: 149,995 shares; 2025Q2: 162,752 shares; 2025Q3: 162,183 shares; 2025Q4: 161,048 shares; 2026Q1: 162,392 shares; 2026Q2: 163,085 shares 163,085$9.5M0.05%+693Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,644 shares; 2024Q4: 66,474 shares; 2025Q1: 66,573 shares; 2025Q2: 70,887 shares; 2025Q3: 71,333 shares; 2025Q4: 72,366 shares; 2026Q1: 68,510 shares; 2026Q2: 106,216 shares 106,216$9.47M0.05%+37,706Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,097 shares; 2024Q4: 12,568 shares; 2025Q1: 12,744 shares; 2025Q2: 13,894 shares; 2025Q3: 12,546 shares; 2025Q4: 13,387 shares; 2026Q1: 22,560 shares; 2026Q2: 41,482 shares 41,482$9.42M0.05%+18,922Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,267 shares; 2024Q4: 98,546 shares; 2025Q1: 91,023 shares; 2025Q2: 91,718 shares; 2025Q3: 92,705 shares; 2025Q4: 92,365 shares; 2026Q1: 91,693 shares; 2026Q2: 87,183 shares 87,183$9.4M0.05%-4,510Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,884 shares; 2024Q4: 87,397 shares; 2025Q1: 87,834 shares; 2025Q2: 88,465 shares; 2025Q3: 87,394 shares; 2025Q4: 84,119 shares; 2026Q1: 67,494 shares; 2026Q2: 65,156 shares 65,156$9.33M0.05%-2,338Timeline
LCFTOUCHSTONE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,121 shares; 2024Q4: 9,140 shares; 2025Q1: 161,153 shares; 2025Q2: 164,629 shares; 2025Q3: 174,866 shares; 2025Q4: 200,706 shares; 2026Q1: 209,190 shares; 2026Q2: 215,550 shares 215,550$9.31M0.05%+6,360Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 380 shares; 2025Q1: 372 shares; 2025Q2: 357 shares; 2025Q3: 360 shares; 2025Q4: 359 shares; 2026Q1: 9,371 shares; 2026Q2: 9,982 shares 9,982$9.26M0.05%+611Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,681 shares; 2024Q4: 203,113 shares; 2025Q1: 194,807 shares; 2025Q2: 189,324 shares; 2025Q3: 231,439 shares; 2025Q4: 271,939 shares; 2026Q1: 287,663 shares; 2026Q2: 289,078 shares 289,078$9.24M0.05%+1,415Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,922 shares; 2024Q4: 240,146 shares; 2025Q1: 194,563 shares; 2025Q2: 258,358 shares; 2025Q3: 225,350 shares; 2025Q4: 211,142 shares; 2026Q1: 199,086 shares; 2026Q2: 120,209 shares 120,209$9.2M0.05%-78,877Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,632 shares; 2024Q4: 28,320 shares; 2025Q1: 28,366 shares; 2025Q2: 28,998 shares; 2025Q3: 33,947 shares; 2025Q4: 36,382 shares; 2026Q1: 37,939 shares; 2026Q2: 48,321 shares 48,321$9.19M0.05%+10,382Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,502 shares; 2024Q4: 8,058 shares; 2025Q1: 8,431 shares; 2025Q2: 12,239 shares; 2025Q3: 12,107 shares; 2025Q4: 11,914 shares; 2026Q1: 14,127 shares; 2026Q2: 20,602 shares 20,602$9.19M0.05%+6,475Timeline
FDVFEDERATED HERMES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,839 shares; 2024Q4: 182,389 shares; 2025Q1: 202,069 shares; 2025Q2: 216,254 shares; 2025Q3: 245,678 shares; 2025Q4: 271,186 shares; 2026Q1: 286,638 shares; 2026Q2: 292,535 shares 292,535$9.18M0.05%+5,897Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,608 shares; 2024Q4: 74,641 shares; 2025Q1: 75,147 shares; 2025Q2: 75,310 shares; 2025Q3: 76,539 shares; 2025Q4: 75,619 shares; 2026Q1: 80,243 shares; 2026Q2: 79,500 shares 79,500$9.13M0.05%-743Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,540 shares; 2024Q4: 78,876 shares; 2025Q1: 70,414 shares; 2025Q2: 65,724 shares; 2025Q3: 62,491 shares; 2025Q4: 61,648 shares; 2026Q1: 56,622 shares; 2026Q2: 51,834 shares 51,834$9.11M0.05%-4,788Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,303 shares; 2024Q4: 56,085 shares; 2025Q1: 114,745 shares; 2025Q2: 146,510 shares; 2025Q3: 185,149 shares; 2025Q4: 199,720 shares; 2026Q1: 192,861 shares; 2026Q2: 174,074 shares 174,074$9.11M0.05%-18,787Timeline
CGICCAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 16,937 shares; 2025Q3: 224,480 shares; 2025Q4: 241,491 shares; 2026Q1: 245,979 shares; 2026Q2: 248,543 shares 248,543$9.04M0.05%+2,564Timeline
BLCRBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,674 shares; 2026Q2: 179,157 shares 179,157$9.02M0.05%+97,483Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,520 shares; 2024Q4: 79,561 shares; 2025Q1: 79,401 shares; 2025Q2: 61,130 shares; 2025Q3: 59,549 shares; 2025Q4: 58,497 shares; 2026Q1: 51,026 shares; 2026Q2: 44,990 shares 44,990$8.99M0.05%-6,036Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,879 shares; 2024Q4: 97,759 shares; 2025Q1: 120,476 shares; 2025Q2: 124,564 shares; 2025Q3: 90,770 shares; 2025Q4: 97,670 shares; 2026Q1: 83,832 shares; 2026Q2: 102,154 shares 102,154$8.98M0.05%+18,322Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,083 shares 40,083$8.97M0.05%newTimeline
IQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,183 shares; 2024Q4: 135,045 shares; 2025Q1: 158,321 shares; 2025Q2: 160,064 shares; 2025Q3: 165,996 shares; 2025Q4: 175,346 shares; 2026Q1: 180,137 shares; 2026Q2: 176,304 shares 176,304$8.96M0.05%-3,833Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,543 shares; 2024Q4: 74,411 shares; 2025Q1: 72,440 shares; 2025Q2: 72,716 shares; 2025Q3: 72,177 shares; 2025Q4: 71,008 shares; 2026Q1: 69,962 shares; 2026Q2: 65,337 shares 65,337$8.93M0.05%-4,625Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,028 shares; 2024Q4: 87,848 shares; 2025Q1: 88,804 shares; 2025Q2: 94,763 shares; 2025Q3: 91,047 shares; 2025Q4: 96,304 shares; 2026Q1: 99,479 shares; 2026Q2: 90,518 shares 90,518$8.9M0.05%-8,961Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,950 shares; 2024Q4: 3,118 shares; 2025Q1: 3,616 shares; 2025Q2: 2,420 shares; 2025Q3: 2,578 shares; 2025Q4: 3,040 shares; 2026Q1: 46,405 shares; 2026Q2: 31,258 shares 31,258$8.87M0.05%-15,147Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,287 shares; 2024Q4: 56,066 shares; 2025Q1: 66,373 shares; 2025Q2: 57,208 shares; 2025Q3: 58,981 shares; 2025Q4: 136,222 shares; 2026Q1: 144,565 shares; 2026Q2: 140,523 shares 140,523$8.84M0.05%-4,042Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,202 shares; 2024Q4: 111,203 shares; 2025Q1: 126,019 shares; 2025Q2: 117,906 shares; 2025Q3: 156,967 shares; 2025Q4: 163,906 shares; 2026Q1: 143,193 shares; 2026Q2: 149,712 shares 149,712$8.83M0.05%+6,519Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,732 shares; 2024Q4: 19,002 shares; 2025Q1: 19,634 shares; 2025Q2: 20,690 shares; 2025Q3: 21,659 shares; 2025Q4: 25,413 shares; 2026Q1: 35,264 shares; 2026Q2: 31,659 shares 31,659$8.82M0.05%-3,605Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,521 shares; 2024Q4: 227,812 shares; 2025Q1: 222,604 shares; 2025Q2: 223,138 shares; 2025Q3: 220,601 shares; 2025Q4: 216,989 shares; 2026Q1: 210,090 shares; 2026Q2: 237,111 shares 237,111$8.78M0.04%+27,021Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,250 shares; 2024Q4: 117,120 shares; 2025Q1: 125,613 shares; 2025Q2: 133,204 shares; 2025Q3: 136,606 shares; 2025Q4: 144,224 shares; 2026Q1: 154,937 shares; 2026Q2: 162,189 shares 162,189$8.76M0.04%+7,252Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,415 shares; 2024Q4: 118,675 shares; 2025Q1: 148,780 shares; 2025Q2: 180,719 shares; 2025Q3: 169,832 shares; 2025Q4: 140,518 shares; 2026Q1: 150,251 shares; 2026Q2: 167,510 shares 167,510$8.69M0.04%+17,259Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,971 shares; 2024Q4: 176,513 shares; 2025Q1: 154,541 shares; 2025Q2: 197,955 shares; 2025Q3: 210,407 shares; 2025Q4: 210,151 shares; 2026Q1: 209,551 shares; 2026Q2: 256,233 shares 256,233$8.67M0.04%+46,682Timeline
SSUSSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,636 shares; 2024Q4: 187,878 shares; 2025Q1: 184,794 shares; 2025Q2: 173,674 shares; 2025Q3: 173,921 shares; 2025Q4: 169,319 shares; 2026Q1: 162,848 shares; 2026Q2: 156,703 shares 156,703$8.67M0.04%-6,145Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,377 shares; 2024Q4: 45,960 shares; 2025Q1: 70,421 shares; 2025Q2: 76,715 shares; 2025Q3: 75,639 shares; 2025Q4: 104,878 shares; 2026Q1: 114,528 shares; 2026Q2: 128,288 shares 128,288$8.64M0.04%+13,760Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,352 shares; 2024Q4: 132,122 shares; 2025Q1: 132,581 shares; 2025Q2: 156,890 shares; 2025Q3: 161,314 shares; 2025Q4: 161,182 shares; 2026Q1: 166,479 shares; 2026Q2: 171,857 shares 171,857$8.63M0.04%+5,378Timeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,910 shares 38,910$8.6M0.04%newTimeline
MXLMAXLINEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: not reported; 2026Q2: 66,558 shares 66,558$8.52M0.04%newTimeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,928 shares; 2024Q4: 78,777 shares; 2025Q1: 77,933 shares; 2025Q2: 117,733 shares; 2025Q3: 122,519 shares; 2025Q4: 125,140 shares; 2026Q1: 111,333 shares; 2026Q2: 126,850 shares 126,850$8.5M0.04%+15,517Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,702 shares; 2024Q4: 45,818 shares; 2025Q1: 50,925 shares; 2025Q2: 48,773 shares; 2025Q3: 70,852 shares; 2025Q4: 71,364 shares; 2026Q1: 75,160 shares; 2026Q2: 66,698 shares 66,698$8.43M0.04%-8,462Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623,212 shares; 2024Q4: 625,008 shares; 2025Q1: 632,498 shares; 2025Q2: 623,814 shares; 2025Q3: 601,578 shares; 2025Q4: 495,713 shares; 2026Q1: 590,641 shares; 2026Q2: 341,614 shares 341,614$8.39M0.04%-249,027Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,896 shares; 2024Q4: 11,916 shares; 2025Q1: 12,092 shares; 2025Q2: 12,092 shares; 2025Q3: 12,176 shares; 2025Q4: 64,211 shares; 2026Q1: 64,752 shares; 2026Q2: 65,611 shares 65,611$8.38M0.04%+859Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,929 shares; 2024Q4: 102,957 shares; 2025Q1: 97,265 shares; 2025Q2: 94,925 shares; 2025Q3: 63,178 shares; 2025Q4: 63,563 shares; 2026Q1: 59,204 shares; 2026Q2: 56,984 shares 56,984$8.34M0.04%-2,220Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,347 shares; 2024Q4: 49,516 shares; 2025Q1: 58,166 shares; 2025Q2: 60,357 shares; 2025Q3: 70,758 shares; 2025Q4: 76,819 shares; 2026Q1: 135,314 shares; 2026Q2: 121,767 shares 121,767$8.33M0.04%-13,547Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,073 shares; 2024Q4: 159,306 shares; 2025Q1: 158,085 shares; 2025Q2: 158,599 shares; 2025Q3: 160,459 shares; 2025Q4: 152,309 shares; 2026Q1: 150,418 shares; 2026Q2: 143,371 shares 143,371$8.29M0.04%-7,047Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,214 shares; 2024Q4: 68,541 shares; 2025Q1: 70,879 shares; 2025Q2: 75,591 shares; 2025Q3: 106,141 shares; 2025Q4: 103,730 shares; 2026Q1: 106,270 shares; 2026Q2: 107,226 shares 107,226$8.28M0.04%+956Timeline
MMTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,681 shares; 2024Q4: 17,246 shares; 2025Q1: 21,090 shares; 2025Q2: 23,698 shares; 2025Q3: 23,928 shares; 2025Q4: 24,150 shares; 2026Q1: 26,176 shares; 2026Q2: 26,252 shares 26,252$8.22M0.04%+76Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: 7,155 shares; 2025Q1: 3,422 shares; 2025Q2: 5,271 shares; 2025Q3: 4,317 shares; 2025Q4: 4,313 shares; 2026Q1: 151,732 shares; 2026Q2: 181,144 shares 181,144$8.15M0.04%+29,412Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,140 shares; 2024Q4: 159,954 shares; 2025Q1: 171,752 shares; 2025Q2: 171,860 shares; 2025Q3: 211,461 shares; 2025Q4: 221,009 shares; 2026Q1: 218,102 shares; 2026Q2: 441,065 shares 441,065$8.13M0.04%+222,963Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,243 shares; 2024Q4: 56,638 shares; 2025Q1: 54,591 shares; 2025Q2: 53,553 shares; 2025Q3: 47,249 shares; 2025Q4: 47,012 shares; 2026Q1: 53,969 shares; 2026Q2: 52,532 shares 52,532$8.07M0.04%-1,437Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,587 shares; 2024Q4: 89,805 shares; 2025Q1: 96,700 shares; 2025Q2: 89,793 shares; 2025Q3: 76,222 shares; 2025Q4: 75,973 shares; 2026Q1: 128,026 shares; 2026Q2: 174,307 shares 174,307$8.04M0.04%+46,281Timeline
WCMIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,953 shares; 2025Q3: 14,400 shares; 2025Q4: 14,718 shares; 2026Q1: 413,413 shares; 2026Q2: 410,930 shares 410,930$8.04M0.04%-2,483Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,517 shares; 2024Q4: 19,532 shares; 2025Q1: 20,231 shares; 2025Q2: 20,271 shares; 2025Q3: 21,077 shares; 2025Q4: 20,437 shares; 2026Q1: 24,796 shares; 2026Q2: 25,475 shares 25,475$8.01M0.04%+679Timeline
MODLVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: 3,085 shares; 2025Q1: 6,213 shares; 2025Q2: 5,494 shares; 2025Q3: 45,716 shares; 2025Q4: 46,252 shares; 2026Q1: 47,081 shares; 2026Q2: 156,959 shares 156,959$8M0.04%+109,878Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,209 shares; 2024Q4: 305,871 shares; 2025Q1: 298,284 shares; 2025Q2: 201,618 shares; 2025Q3: 207,427 shares; 2025Q4: 211,192 shares; 2026Q1: 213,756 shares; 2026Q2: 76,461 shares 76,461$7.95M0.04%-137,295Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,904 shares; 2024Q4: 28,142 shares; 2025Q1: 29,485 shares; 2025Q2: 29,021 shares; 2025Q3: 37,325 shares; 2025Q4: 39,764 shares; 2026Q1: 47,788 shares; 2026Q2: 52,438 shares 52,438$7.94M0.04%+4,650Timeline
GPIXGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,909 shares; 2025Q1: 8,952 shares; 2025Q2: 12,232 shares; 2025Q3: 21,038 shares; 2025Q4: 82,654 shares; 2026Q1: 129,224 shares; 2026Q2: 142,510 shares 142,510$7.92M0.04%+13,286Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,994 shares; 2024Q4: 5,244 shares; 2025Q1: 90,440 shares; 2025Q2: 89,816 shares; 2025Q3: 82,984 shares; 2025Q4: 88,375 shares; 2026Q1: 103,598 shares; 2026Q2: 102,879 shares 102,879$7.92M0.04%-719Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,129 shares; 2024Q4: 41,267 shares; 2025Q1: 45,649 shares; 2025Q2: 36,167 shares; 2025Q3: 36,348 shares; 2025Q4: 37,821 shares; 2026Q1: 40,988 shares; 2026Q2: 40,638 shares 40,638$7.91M0.04%-350Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,637 shares; 2024Q4: 35,206 shares; 2025Q1: 33,901 shares; 2025Q2: 31,065 shares; 2025Q3: 30,175 shares; 2025Q4: 30,691 shares; 2026Q1: 31,371 shares; 2026Q2: 29,451 shares 29,451$7.87M0.04%-1,920Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 75,813 shares; 2026Q1: 103,298 shares; 2026Q2: 102,994 shares 102,994$7.84M0.04%-304Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,568 shares; 2024Q4: 41,020 shares; 2025Q1: 39,977 shares; 2025Q2: 36,305 shares; 2025Q3: 40,944 shares; 2025Q4: 41,368 shares; 2026Q1: 45,258 shares; 2026Q2: 48,057 shares 48,057$7.78M0.04%+2,799Timeline
NLRVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 18,123 shares; 2025Q1: 22,247 shares; 2025Q2: 31,207 shares; 2025Q3: 47,870 shares; 2025Q4: 57,903 shares; 2026Q1: 72,743 shares; 2026Q2: 67,074 shares 67,074$7.78M0.04%-5,669Timeline
XTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,320 shares; 2024Q4: 11,615 shares; 2025Q1: 11,504 shares; 2025Q2: 11,970 shares; 2025Q3: 30,617 shares; 2025Q4: 31,599 shares; 2026Q1: 34,176 shares; 2026Q2: 34,049 shares 34,049$7.75M0.04%-127Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,158 shares; 2024Q4: 42,416 shares; 2025Q1: 46,398 shares; 2025Q2: 44,007 shares; 2025Q3: 45,177 shares; 2025Q4: 43,947 shares; 2026Q1: 50,550 shares; 2026Q2: 62,202 shares 62,202$7.74M0.04%+11,652Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,932 shares; 2024Q4: 118,339 shares; 2025Q1: 109,615 shares; 2025Q2: 107,059 shares; 2025Q3: 135,978 shares; 2025Q4: 142,574 shares; 2026Q1: 147,088 shares; 2026Q2: 155,431 shares 155,431$7.74M0.04%+8,343Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,873 shares; 2024Q4: 28,489 shares; 2025Q1: 28,906 shares; 2025Q2: 29,061 shares; 2025Q3: 28,334 shares; 2025Q4: 28,181 shares; 2026Q1: 29,032 shares; 2026Q2: 28,598 shares 28,598$7.73M0.04%-434Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,712 shares; 2024Q4: 229,660 shares; 2025Q1: 223,971 shares; 2025Q2: 225,635 shares; 2025Q3: 234,374 shares; 2025Q4: 237,653 shares; 2026Q1: 237,093 shares; 2026Q2: 247,920 shares 247,920$7.65M0.04%+10,827Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,636 shares; 2024Q4: 686,316 shares; 2025Q1: 601,905 shares; 2025Q2: 495,814 shares; 2025Q3: 497,699 shares; 2025Q4: 491,587 shares; 2026Q1: 430,105 shares; 2026Q2: 406,494 shares 406,494$7.53M0.04%-23,611Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,455 shares; 2024Q4: 11,384 shares; 2025Q1: 11,228 shares; 2025Q2: 11,085 shares; 2025Q3: 11,705 shares; 2025Q4: 11,928 shares; 2026Q1: 13,703 shares; 2026Q2: 14,779 shares 14,779$7.53M0.04%+1,076Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 13,941 shares; 2025Q1: 20,586 shares; 2025Q2: 15,755 shares; 2025Q3: 38,344 shares; 2025Q4: 39,583 shares; 2026Q1: 46,229 shares; 2026Q2: 63,976 shares 63,976$7.51M0.04%+17,747Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,577 shares; 2024Q4: 88,221 shares; 2025Q1: 71,759 shares; 2025Q2: 64,706 shares; 2025Q3: 77,173 shares; 2025Q4: 87,544 shares; 2026Q1: 111,619 shares; 2026Q2: 134,684 shares 134,684$7.48M0.04%+23,065Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,527 shares; 2025Q1: 37,654 shares; 2025Q2: 41,486 shares; 2025Q3: 47,171 shares; 2025Q4: 53,644 shares; 2026Q1: 195,749 shares; 2026Q2: 199,428 shares 199,428$7.47M0.04%+3,679Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,825 shares; 2024Q4: 62,105 shares; 2025Q1: 60,615 shares; 2025Q2: 59,676 shares; 2025Q3: 59,664 shares; 2025Q4: 60,856 shares; 2026Q1: 63,191 shares; 2026Q2: 72,108 shares 72,108$7.46M0.04%+8,917Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 3,738 shares; 2025Q1: 3,893 shares; 2025Q2: 8,243 shares; 2025Q3: 3,866 shares; 2025Q4: 3,177 shares; 2026Q1: 3,325 shares; 2026Q2: 7,122 shares 7,122$7.42M0.04%+3,797Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,485 shares; 2024Q4: 9,169 shares; 2025Q1: 13,911 shares; 2025Q2: 10,182 shares; 2025Q3: 9,822 shares; 2025Q4: 9,632 shares; 2026Q1: 9,770 shares; 2026Q2: 49,184 shares 49,184$7.38M0.04%+39,414Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,548 shares; 2024Q4: 83,484 shares; 2025Q1: 66,062 shares; 2025Q2: 72,930 shares; 2025Q3: 93,330 shares; 2025Q4: 93,918 shares; 2026Q1: 73,183 shares; 2026Q2: 77,486 shares 77,486$7.32M0.04%+4,303Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,858 shares; 2024Q4: 78,497 shares; 2025Q1: 80,737 shares; 2025Q2: 82,936 shares; 2025Q3: 153,470 shares; 2025Q4: 154,463 shares; 2026Q1: 154,534 shares; 2026Q2: 243,765 shares 243,765$7.32M0.04%+89,231Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,048 shares; 2024Q4: 13,377 shares; 2025Q1: 13,186 shares; 2025Q2: 6,730 shares; 2025Q3: 5,767 shares; 2025Q4: 7,110 shares; 2026Q1: 10,036 shares; 2026Q2: 9,164 shares 9,164$7.28M0.04%-872Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,143 shares; 2024Q4: 17,736 shares; 2025Q1: 30,529 shares; 2025Q2: 29,338 shares; 2025Q3: 28,141 shares; 2025Q4: 18,102 shares; 2026Q1: 37,871 shares; 2026Q2: 33,131 shares 33,131$7.24M0.04%-4,740Timeline
ONEYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,378 shares; 2025Q1: 50,759 shares; 2025Q2: 53,032 shares; 2025Q3: 56,965 shares; 2025Q4: 61,294 shares; 2026Q1: 57,364 shares; 2026Q2: 56,492 shares 56,492$7.24M0.04%-872Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,580 shares; 2024Q4: 154,015 shares; 2025Q1: 121,866 shares; 2025Q2: 108,106 shares; 2025Q3: 106,903 shares; 2025Q4: 97,986 shares; 2026Q1: 100,730 shares; 2026Q2: 95,652 shares 95,652$7.22M0.04%-5,078Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,896 shares; 2024Q4: 6,589 shares; 2025Q1: 7,085 shares; 2025Q2: 6,432 shares; 2025Q3: 6,268 shares; 2025Q4: 5,694 shares; 2026Q1: 6,349 shares; 2026Q2: 6,354 shares 6,354$7.2M0.04%+5Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,169 shares; 2024Q4: 16,932 shares; 2025Q1: 16,974 shares; 2025Q2: 17,951 shares; 2025Q3: 18,394 shares; 2025Q4: 18,582 shares; 2026Q1: 16,844 shares; 2026Q2: 22,953 shares 22,953$7.19M0.04%+6,109Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,219 shares; 2024Q4: 21,265 shares; 2025Q1: 21,461 shares; 2025Q2: 20,404 shares; 2025Q3: 20,523 shares; 2025Q4: 20,717 shares; 2026Q1: 22,575 shares; 2026Q2: 21,555 shares 21,555$7.12M0.04%-1,020Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,259 shares; 2026Q1: 45,749 shares; 2026Q2: 77,095 shares 77,095$7.09M0.04%+31,346Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,296 shares; 2024Q4: 37,145 shares; 2025Q1: 35,933 shares; 2025Q2: 33,638 shares; 2025Q3: 33,013 shares; 2025Q4: 32,560 shares; 2026Q1: 37,032 shares; 2026Q2: 64,660 shares 64,660$7.08M0.04%+27,628Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 9,273 shares; 2025Q1: 9,236 shares; 2025Q2: 11,066 shares; 2025Q3: 15,525 shares; 2025Q4: 20,206 shares; 2026Q1: 21,621 shares; 2026Q2: 26,265 shares 26,265$7.06M0.04%+4,644Timeline
MYEMYERS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,091 shares; 2026Q1: 185,149 shares; 2026Q2: 199,370 shares 199,370$7.04M0.04%+14,221Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,853 shares; 2024Q4: 29,576 shares; 2025Q1: 32,082 shares; 2025Q2: 33,461 shares; 2025Q3: 39,898 shares; 2025Q4: 41,057 shares; 2026Q1: 41,902 shares; 2026Q2: 51,771 shares 51,771$7.01M0.04%+9,869Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,586 shares; 2024Q4: 18,349 shares; 2025Q1: 18,789 shares; 2025Q2: 18,762 shares; 2025Q3: 21,880 shares; 2025Q4: 21,668 shares; 2026Q1: 26,066 shares; 2026Q2: 26,449 shares 26,449$7M0.04%+383Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,492 shares; 2024Q4: 83,813 shares; 2025Q1: 76,529 shares; 2025Q2: 88,734 shares; 2025Q3: 105,652 shares; 2025Q4: 116,498 shares; 2026Q1: 127,246 shares; 2026Q2: 127,903 shares 127,903$7M0.04%+657Timeline
FTLSFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,603 shares; 2024Q4: 70,634 shares; 2025Q1: 84,112 shares; 2025Q2: 47,814 shares; 2025Q3: 48,951 shares; 2025Q4: 61,785 shares; 2026Q1: 68,470 shares; 2026Q2: 94,664 shares 94,664$6.99M0.04%+26,194Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,187 shares; 2024Q4: 4,360 shares; 2025Q1: 4,534 shares; 2025Q2: 4,489 shares; 2025Q3: 4,535 shares; 2025Q4: 4,730 shares; 2026Q1: 5,204 shares; 2026Q2: 5,133 shares 5,133$6.98M0.04%-71Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,185 shares; 2024Q4: 44,324 shares; 2025Q1: 43,585 shares; 2025Q2: 47,199 shares; 2025Q3: 52,474 shares; 2025Q4: 54,261 shares; 2026Q1: 45,438 shares; 2026Q2: 44,418 shares 44,418$6.96M0.04%-1,020Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,194 shares; 2024Q4: 55,105 shares; 2025Q1: 51,313 shares; 2025Q2: 49,409 shares; 2025Q3: 43,449 shares; 2025Q4: 42,328 shares; 2026Q1: 52,480 shares; 2026Q2: 52,954 shares 52,954$6.92M0.04%+474Timeline
BFLBEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,038 shares; 2026Q2: 126,825 shares 126,825$6.91M0.04%+10,787Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,339 shares; 2024Q4: 154,179 shares; 2025Q1: 302,608 shares; 2025Q2: 165,351 shares; 2025Q3: 164,085 shares; 2025Q4: 165,099 shares; 2026Q1: 195,538 shares; 2026Q2: 122,526 shares 122,526$6.88M0.04%-73,012Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,209 shares; 2024Q4: 22,152 shares; 2025Q1: 22,909 shares; 2025Q2: 32,956 shares; 2025Q3: 34,551 shares; 2025Q4: 34,721 shares; 2026Q1: 33,621 shares; 2026Q2: 34,290 shares 34,290$6.88M0.04%+669Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,860 shares; 2024Q4: 72,827 shares; 2025Q1: 57,204 shares; 2025Q2: 64,212 shares; 2025Q3: 78,450 shares; 2025Q4: 70,894 shares; 2026Q1: 77,315 shares; 2026Q2: 74,727 shares 74,727$6.85M0.03%-2,588Timeline
TDITOUCHSTONE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,629 shares; 2025Q4: 16,785 shares; 2026Q1: 84,933 shares; 2026Q2: 152,353 shares 152,353$6.84M0.03%+67,420Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,800 shares; 2024Q4: 14,028 shares; 2025Q1: 42,104 shares; 2025Q2: 28,112 shares; 2025Q3: 45,605 shares; 2025Q4: 48,847 shares; 2026Q1: 64,422 shares; 2026Q2: 68,202 shares 68,202$6.84M0.03%+3,780Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,821 shares; 2024Q4: 6,778 shares; 2025Q1: 5,733 shares; 2025Q2: 30,854 shares; 2025Q3: 32,767 shares; 2025Q4: 33,016 shares; 2026Q1: 38,915 shares; 2026Q2: 41,037 shares 41,037$6.84M0.03%+2,122Timeline
IDEFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,982 shares; 2026Q2: 215,149 shares 215,149$6.84M0.03%+133,167Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,865 shares; 2024Q4: 28,223 shares; 2025Q1: 38,630 shares; 2025Q2: 35,132 shares; 2025Q3: 43,394 shares; 2025Q4: 34,689 shares; 2026Q1: 41,642 shares; 2026Q2: 43,420 shares 43,420$6.81M0.03%+1,778Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324,000 shares; 2024Q4: 328,365 shares; 2025Q1: 298,629 shares; 2025Q2: 281,887 shares; 2025Q3: 288,261 shares; 2025Q4: 266,534 shares; 2026Q1: 230,444 shares; 2026Q2: 225,504 shares 225,504$6.8M0.03%-4,940Timeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 90,428 shares; 2026Q1: 94,473 shares; 2026Q2: 90,448 shares 90,448$6.8M0.03%-4,025Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 1,765 shares; 2025Q1: 2,256 shares; 2025Q2: 1,802 shares; 2025Q3: 1,906 shares; 2025Q4: 1,504 shares; 2026Q1: 723 shares; 2026Q2: 3,405 shares 3,405$6.75M0.03%+2,682Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9$6.74M0.03%0Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,185 shares; 2024Q4: 47,216 shares; 2025Q1: 46,872 shares; 2025Q2: 47,680 shares; 2025Q3: 55,011 shares; 2025Q4: 53,509 shares; 2026Q1: 54,476 shares; 2026Q2: 56,501 shares 56,501$6.72M0.03%+2,025Timeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,616 shares; 2024Q4: 60,833 shares; 2025Q1: 71,893 shares; 2025Q2: 86,013 shares; 2025Q3: 93,550 shares; 2025Q4: 93,382 shares; 2026Q1: 101,909 shares; 2026Q2: 148,538 shares 148,538$6.69M0.03%+46,629Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 839 shares; 2025Q1: 1,060 shares; 2025Q2: 936 shares; 2025Q3: 1,131 shares; 2025Q4: 1,451 shares; 2026Q1: 20,334 shares; 2026Q2: 32,576 shares 32,576$6.69M0.03%+12,242Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,590 shares; 2024Q4: 63,462 shares; 2025Q1: 67,577 shares; 2025Q2: 82,733 shares; 2025Q3: 81,682 shares; 2025Q4: 97,254 shares; 2026Q1: 118,809 shares; 2026Q2: 132,222 shares 132,222$6.69M0.03%+13,413Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,666 shares; 2024Q4: 42,924 shares; 2025Q1: 42,943 shares; 2025Q2: 43,379 shares; 2025Q3: 49,055 shares; 2025Q4: 55,212 shares; 2026Q1: 63,666 shares; 2026Q2: 68,996 shares 68,996$6.63M0.03%+5,330Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 3,789 shares; 2025Q1: 8,219 shares; 2025Q2: 71,785 shares; 2025Q3: 126,594 shares; 2025Q4: 144,468 shares; 2026Q1: 168,338 shares; 2026Q2: 110,759 shares 110,759$6.61M0.03%-57,579Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,619 shares; 2024Q4: 260,612 shares; 2025Q1: 71,803 shares; 2025Q2: 67,234 shares; 2025Q3: 76,652 shares; 2025Q4: 76,509 shares; 2026Q1: 134,298 shares; 2026Q2: 132,130 shares 132,130$6.58M0.03%-2,168Timeline
DCREDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,829 shares 126,829$6.57M0.03%newTimeline
PJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,430 shares; 2024Q4: 12,430 shares; 2025Q1: 121,105 shares; 2025Q2: 122,013 shares; 2025Q3: 121,527 shares; 2025Q4: 1,623,085 shares; 2026Q1: 2,268,319 shares; 2026Q2: 132,702 shares 132,702$6.57M0.03%-2,135,617Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,239 shares; 2024Q4: 19,739 shares; 2025Q1: 20,014 shares; 2025Q2: 22,951 shares; 2025Q3: 27,568 shares; 2025Q4: 28,659 shares; 2026Q1: 27,445 shares; 2026Q2: 49,662 shares 49,662$6.53M0.03%+22,217Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,269 shares; 2024Q4: 115,457 shares; 2025Q1: 123,143 shares; 2025Q2: 125,512 shares; 2025Q3: 122,057 shares; 2025Q4: 111,739 shares; 2026Q1: 114,558 shares; 2026Q2: 116,848 shares 116,848$6.52M0.03%+2,290Timeline
ETVEATON VANCE TAX-MANAGED BUY-Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,443 shares; 2024Q4: 20,731 shares; 2025Q1: 238,415 shares; 2025Q2: 277,332 shares; 2025Q3: 326,368 shares; 2025Q4: 335,989 shares; 2026Q1: 423,531 shares; 2026Q2: 437,539 shares 437,539$6.51M0.03%+14,008Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,020 shares; 2024Q4: 11,030 shares; 2025Q1: 13,543 shares; 2025Q2: 11,626 shares; 2025Q3: 11,628 shares; 2025Q4: 11,995 shares; 2026Q1: 24,630 shares; 2026Q2: 31,443 shares 31,443$6.48M0.03%+6,813Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 77 shares; 2025Q1: 81 shares; 2025Q2: 78 shares; 2025Q3: 65 shares; 2025Q4: 61 shares; 2026Q1: 2,867 shares; 2026Q2: 3,102 shares 3,102$6.45M0.03%+235Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,035 shares; 2024Q4: 22,754 shares; 2025Q1: 22,475 shares; 2025Q2: 21,717 shares; 2025Q3: 31,077 shares; 2025Q4: 21,493 shares; 2026Q1: 21,684 shares; 2026Q2: 28,419 shares 28,419$6.41M0.03%+6,735Timeline
RECSCOLUMBIA ETF TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 14,827 shares; 2025Q1: 79,175 shares; 2025Q2: 90,084 shares; 2025Q3: 98,639 shares; 2025Q4: 117,457 shares; 2026Q1: 142,237 shares; 2026Q2: 146,366 shares 146,366$6.33M0.03%+4,129Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,764 shares; 2024Q4: 33,372 shares; 2025Q1: 30,824 shares; 2025Q2: 79,329 shares; 2025Q3: 29,964 shares; 2025Q4: 28,256 shares; 2026Q1: 28,645 shares; 2026Q2: 30,789 shares 30,789$6.31M0.03%+2,144Timeline
CAIECALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 87,281 shares; 2025Q4: 154,197 shares; 2026Q1: 187,196 shares; 2026Q2: 230,670 shares 230,670$6.28M0.03%+43,474Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,169 shares; 2024Q4: 118,005 shares; 2025Q1: 114,202 shares; 2025Q2: 104,527 shares; 2025Q3: 103,284 shares; 2025Q4: 97,373 shares; 2026Q1: 137,878 shares; 2026Q2: 131,554 shares 131,554$6.25M0.03%-6,324Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,541 shares; 2024Q4: 374,374 shares; 2025Q1: 397,626 shares; 2025Q2: 399,646 shares; 2025Q3: 266,063 shares; 2025Q4: 290,089 shares; 2026Q1: 308,493 shares; 2026Q2: 326,294 shares 326,294$6.24M0.03%+17,801Timeline
FYCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,204 shares; 2024Q4: 16,859 shares; 2025Q1: 16,855 shares; 2025Q2: 15,711 shares; 2025Q3: 18,099 shares; 2025Q4: 20,640 shares; 2026Q1: 37,326 shares; 2026Q2: 48,899 shares 48,899$6.23M0.03%+11,573Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,740 shares; 2024Q4: 74,017 shares; 2025Q1: 63,822 shares; 2025Q2: 82,770 shares; 2025Q3: 82,403 shares; 2025Q4: 105,014 shares; 2026Q1: 111,490 shares; 2026Q2: 145,847 shares 145,847$6.22M0.03%+34,357Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,656 shares; 2024Q4: 123,691 shares; 2025Q1: 125,187 shares; 2025Q2: 167,446 shares; 2025Q3: 180,032 shares; 2025Q4: 207,929 shares; 2026Q1: 210,794 shares; 2026Q2: 178,823 shares 178,823$6.19M0.03%-31,971Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,199 shares; 2025Q1: 2,237 shares; 2025Q2: 2,679 shares; 2025Q3: 2,869 shares; 2025Q4: 2,906 shares; 2026Q1: 3,057 shares; 2026Q2: 3,164 shares 3,164$6.18M0.03%+107Timeline
ILCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,686 shares; 2024Q4: 60,990 shares; 2025Q1: 54,796 shares; 2025Q2: 54,121 shares; 2025Q3: 54,452 shares; 2025Q4: 53,152 shares; 2026Q1: 53,390 shares; 2026Q2: 52,499 shares 52,499$6.14M0.03%-891Timeline
OUSMALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,336 shares; 2024Q4: 28,396 shares; 2025Q1: 28,370 shares; 2025Q2: 21,170 shares; 2025Q3: 21,725 shares; 2025Q4: 21,224 shares; 2026Q1: 19,809 shares; 2026Q2: 129,166 shares 129,166$6.14M0.03%+109,357Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,781 shares; 2024Q4: 103,133 shares; 2025Q1: 93,834 shares; 2025Q2: 95,420 shares; 2025Q3: 91,605 shares; 2025Q4: 92,788 shares; 2026Q1: 94,516 shares; 2026Q2: 94,814 shares 94,814$6.14M0.03%+298Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,257 shares; 2024Q4: 228,622 shares; 2025Q1: 233,676 shares; 2025Q2: 205,614 shares; 2025Q3: 202,779 shares; 2025Q4: 189,883 shares; 2026Q1: 165,893 shares; 2026Q2: 180,178 shares 180,178$6.13M0.03%+14,285Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,625 shares; 2024Q4: 214,353 shares; 2025Q1: 215,594 shares; 2025Q2: 222,649 shares; 2025Q3: 224,382 shares; 2025Q4: 226,331 shares; 2026Q1: 218,630 shares; 2026Q2: 228,489 shares 228,489$6.05M0.03%+9,859Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,752 shares; 2024Q4: 12,928 shares; 2025Q1: 17,527 shares; 2025Q2: 17,106 shares; 2025Q3: 23,481 shares; 2025Q4: 28,308 shares; 2026Q1: 29,763 shares; 2026Q2: 34,507 shares 34,507$6.05M0.03%+4,744Timeline
IDVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,946 shares; 2024Q4: 14,594 shares; 2025Q1: 30,570 shares; 2025Q2: 59,080 shares; 2025Q3: 76,807 shares; 2025Q4: 112,124 shares; 2026Q1: 137,776 shares; 2026Q2: 143,993 shares 143,993$6.05M0.03%+6,217Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,345 shares; 2024Q4: 40,478 shares; 2025Q1: 43,974 shares; 2025Q2: 45,294 shares; 2025Q3: 51,500 shares; 2025Q4: 48,957 shares; 2026Q1: 59,317 shares; 2026Q2: 55,660 shares 55,660$6.01M0.03%-3,657Timeline
BJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 1,076 shares; 2025Q1: 96,419 shares; 2025Q2: 97,227 shares; 2025Q3: 97,090 shares; 2025Q4: 88,727 shares; 2026Q1: 101,980 shares; 2026Q2: 101,641 shares 101,641$5.98M0.03%-339Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,865 shares; 2024Q4: 39,331 shares; 2025Q1: 87,556 shares; 2025Q2: 91,909 shares; 2025Q3: 271,715 shares; 2025Q4: 348,644 shares; 2026Q1: 102,773 shares; 2026Q2: 119,784 shares 119,784$5.97M0.03%+17,011Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,113 shares; 2024Q4: 25,612 shares; 2025Q1: 11,816 shares; 2025Q2: 9,493 shares; 2025Q3: 7,521 shares; 2025Q4: 7,381 shares; 2026Q1: 18,214 shares; 2026Q2: 38,392 shares 38,392$5.96M0.03%+20,178Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,674 shares; 2026Q2: 31,394 shares 31,394$5.95M0.03%+720Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,702 shares; 2024Q4: 12,932 shares; 2025Q1: 8,587 shares; 2025Q2: 7,469 shares; 2025Q3: 13,526 shares; 2025Q4: 16,622 shares; 2026Q1: 30,742 shares; 2026Q2: 21,502 shares 21,502$5.93M0.03%-9,240Timeline

Principal amounts

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

SecurityTypeAmountValueChange
ENVISTA HOLDINGS CORPORATIONENVISTA HOLDINGS CORPORATION NOTE 1.750% 8/1principal89,000$89.1K0
EURONET WORLDWIDE INCEURONET WORLDWIDE INC NOTE 0.750% 3/1principal72,000$61K0
ON SEMICONDUCTOR CORPON SEMICONDUCTOR CORP NOTE 5/0principal32,000$58.2K0
PPL CAP FDG INCPPL CAP FDG INC NOTE 2.875% 3/1principal51,000$57.9K0
BIOMARIN PHARMACEUTICAL INCBIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1principal52,000$50.5K0
CMS ENERGY CORPCMS ENERGY CORP NOTE 3.375% 5/0principal32,000$35.7K0
DEXCOM INCDEXCOM INC NOTE 0.375% 5/1principal33,000$30.8K0
STRIDE INCSTRIDE INC NOTE 1.125% 9/0principal9,000$15.2K0
HALOZYME THERAPEUTICS INCHALOZYME THERAPEUTICS INC NOTE 1.000% 8/1principal6,000$8.76K0
CONMED CORPCONMED CORP NOTE 2.250% 6/1principal6,000$5.85K0
PENNYMAC CORPPENNYMAC CORP Convertible Bondprincipal5,000$5.08K0
REDWOOD TRUST INCREDWOOD TRUST INC Convertibleprincipal5,000$5.05K0
PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TR NOTE 1.750%12/1principal5,000$4.95K0
ARRAY TECHNOLOGIES INCARRAY TECHNOLOGIES INC NOTE 1.000%12/0principal5,000$4.63K0
TETRA TECH INC NEWTETRA TECH INC NEW DBCV 2.250% 8/1principal4,000$4.2K0
MGP INGREDIENTS INC NEWMGP INGREDIENTS INC NEW NOTE 1.875%11/1principal4,000$3.88K0
NORTHERN OIL & GAS INCNORTHERN OIL & GAS INC NOTE 3.625% 4/1principal4,000$3.82K0
LIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DEL NOTE 2.250% 8/1principal3,000$3.72K-3,000
AMPHASTAR PHARMACEUTICALS INAMPHASTAR PHARMACEUTICALS IN NOTE 2.000% 3/1principal4,000$3.63K0
ON SEMICONDUCTOR CORPON SEMICONDUCTOR CORP NOTE 0.500% 3/0principal3,000$3.62K-3,000
PG&E CORPPG&E CORP NOTE 4.250%12/0principal3,000$3.07K0
LANTHEUS HLDGS INCLANTHEUS HLDGS INC Convertibleprincipal2,000$2.9K-2,000
INTEGER HLDGS CORPINTEGER HLDGS CORP NOTE 2.125% 2/1principal2,000$2.44K0
RIVIAN AUTOMOTIVE INCRIVIAN AUTOMOTIVE INC NOTE 4.625% 3/1principal2,000$2.37K0
TRANSMEDICS GROUP INCTRANSMEDICS GROUP INC NOTE 1.500% 6/0principal2,000$2.16K0
ETSY INCETSY INC NOTE 0.125%10/0principal2,000$2.04K0
ALNYLAM PHARMACEUTICALS INCALNYLAM PHARMACEUTICALS INC NOTE 1.000% 9/1principal1,000$1.2K0

Sold out in Q2 2026

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

The largest 100 of 280. All 280

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC76,728$17.3Mshares
CTRACOTERRA ENERGY INC50,240$1.77Mshares
DDDUPONT DE NEMOURS INC23,752$1.09Mshares
CCLCARNIVAL CORP29,515$764Kshares
ABFLABACUS FCF ETF TR8,515$606Kshares
XBMNXBLACKROCK 2037 MUNICIPAL TAR20,486$531Kshares
SNSHARKNINJA INC4,927$522Kshares
OMAHTIDAL TRUST III28,075$506Kshares
JJACOBS SOLUTIONS INC3,330$424Kshares
TWTRADEWEB MKTS INC3,524$415Kshares
SDSIAMERICAN CENTY ETF TR7,529$386Kshares
RGLDROYAL GOLD INC1,335$340Kshares
CAMXADVISORS INNER CIRCLE FD10,868$337Kshares
PODDINSULET CORP1,429$300Kshares
CPRTCOPART INC8,723$290Kshares
HOLXHOLOGIC INC3,634$275Kshares
TRMBTRIMBLE INC4,130$269Kshares
LLOEWS CORP2,474$264Kshares
VFLABRDN NATL MUN INCOME FD25,766$257Kshares
ACKYTIDAL TRUST III13,000$226Kshares
XNQPXNUVEEN PA INVT QUALITY MUN F18,605$222Kshares
NTRSNORTHERN TR CORP1,505$210Kshares
CXEMFS HIGH INCOME MUN TR56,409$209Kshares
RMDRESMED INC900$202Kshares
DTDYNATRACE INC5,319$197Kshares
RSRELIANCE INC631$192Kshares
LNTALLIANT ENERGY CORP2,564$184Kshares
TRITHOMSON REUTERS CORP1,965$177Kshares
BIIBBIOGEN INC892$164Kshares
CPAYCORPAY INC548$159Kshares
TYLTYLER TECHNOLOGIES INC389$133Kshares
ELANELANCO ANIMAL HEALTH INC5,396$129Kshares
XNXJXNUVEEN NEW JERSEY10,047$124Kshares
GDXUBANK OF MONTREAL550$111Kshares
CCCHEMOURS CO5,011$110Kshares
VENTAS RLTY LTD PARTNERSHIPVENTAS RLTY LTD PARTNERSHIP72,000$107Kprincipal
TWLOTWILIO INC827$104Kshares
FTVFORTIVE CORP1,847$102Kshares
GWREGUIDEWIRE SOFTWARE INC669$100Kshares
SMLVSPDR SERIES TRUST725$99.4Kshares
NANNUVEEN NY DIVI ADV8,500$94.8Kshares
DUKE ENERGY CORP NEWDUKE ENERGY CORP NEW83,000$91.5Kprincipal
PTBDPACER FDS TR4,634$88Kshares
COOCOOPER COS INC1,222$87.4Kshares
FMNFEDERATED HERMES PREM MUNI I7,970$87.1Kshares
WYNNWYNN RESORTS LTD807$81.9Kshares
AFRMAFFIRM HLDGS INC1,740$79.7Kshares
PAYPAYMENTUS HOLDINGS INC3,000$76.2Kshares
AIZASSURANT INC340$74Kshares
AESIATLAS ENERGY SOLUTIONS INC5,585$73.3Kshares
BGRNISHARES TR1,495$70.9Kshares
CDLVICTORY PORTFOLIOS II950$70.8Kshares
WTFCWINTRUST FINL CORP507$70.5Kshares
JAZZJAZZ PHARMACEUTICALS PLC365$69Kshares
CSGPCOSTAR GROUP INC1,621$65.4Kshares
NTNXNUTANIX INC1,679$63.8Kshares
PKSTPEAKSTONE REALTY TRUST2,995$62.6Kshares
APTVAPTIV PLC885$61.5Kshares
HECAETF OPPORTUNITIES TRUST2,000$57.7Kshares
SEESEALED AIR CORP NEW1,366$57.4Kshares
COEPCOEPTIS THERAPEUTICS HLDGS I5,000$56.1Kshares
HAYWHAYWARD HLDGS INC4,180$55.9Kshares
EQALINVESCO EXCH TRADED FD TR II1,000$55.1Kshares
OGIGALPS ETF TR1,300$53Kshares
MDLNMEDLINE INC1,190$53Kshares
VCEBVANGUARD WORLD FD811$50.9Kshares
CPNGCOUPANG INC2,667$50.4Kshares
REZISHARES TR601$50Kshares
ALAIR LEASE CORP766$49.7Kshares
PNRPENTAIR PLC563$49Kshares
RLRALPH LAUREN CORP140$48.2Kshares
GBUGSPROTT FDS TR989$44.9Kshares
PLOWDOUGLAS DYNAMICS INC1,050$44.2Kshares
RRXREGAL REXNORD CORPORATION228$42.7Kshares
ESTAESTABLISHMENT LABS HLDGS INC750$42.6Kshares
RBARB GLOBAL INC444$42.5Kshares
NMFCNEW MTN FIN CORP5,422$42.1Kshares
DJIAGLOBAL X FDS1,988$41.8Kshares
ALGNALIGN TECHNOLOGY INC242$41.5Kshares
PINSPINTEREST INC2,201$40.4Kshares
PTHSPELTHOS THERAPEUTICS INC1,910$40.1Kshares
IMCVISHARES TR462$39.2Kshares
VWIDETFIS SER TR I1,000$37.2Kshares
RMMZRIVERNORTH MANAGED DUR MUN I2,500$36.7Kshares
RMBSRAMBUS INC DEL411$35.4Kshares
CRDTSIMPLIFY EXCHANGE TRADED FUN1,558$35.1Kshares
ENSGENSIGN GROUP INC171$34.5Kshares
TGLSTECNOGLASS INC760$33.9Kshares
SASEABRIDGE GOLD INC1,182$33.5Kshares
FMUNFIDELITY MERRIMACK STR TR672$33.4Kshares
AORTARTIVION INC830$30.4Kshares
AMERICAN WTR CAP CORPAMERICAN WTR CAP CORP30,000$29.9Kprincipal
IBTKISHARES TR1,511$29.8Kshares
DSMBNY MELLON STRATEGIC MUN BD4,758$28.6Kshares
CNKCINEMARK HLDGS INC1,000$28.5Kshares
SKWDSKYWARD SPECIALTY INS GROUP645$28.2Kshares
GSHDGOOSEHEAD INS INC620$26.4Kshares
UGAUNITED STS GASOLINE FD LP251$25.9Kshares
KRYSKRYSTAL BIOTECH INC100$25.8Kshares
ILSETF OPPORTUNITIES TRUST1,300$25.7Kshares

How Q2 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001723397-26-000005 base2026-08-13acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001723397-26-000005 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001723397-26-000003 Quarter ended 2026-03-312026-05-08acceptance time not in the bulk data set
13F-HR 0001723397-26-000001 Quarter ended 2025-12-312026-02-12acceptance time not in the bulk data set
13F-HR 0001723397-25-000009 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0001723397-25-000005 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001723397-25-000004 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0001723397-25-000001 Quarter ended 2024-12-312025-02-06acceptance time not in the bulk data set
13F-HR 0001723397-24-000008 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001723397-24-000005 Quarter ended 2024-06-302024-08-08acceptance time not in the bulk data set
13F-HR 0001723397-24-000003 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001723397-24-000001 Quarter ended 2023-12-312024-02-12acceptance time not in the bulk data set
13F-HR 0001723397-23-000005 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001723397-23-000004 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001723397-23-000003 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001723397-23-000001 Quarter ended 2022-12-312023-02-15acceptance time not in the bulk data set
13F-HR 0001723397-22-000006 Quarter ended 2022-09-302022-11-10acceptance time not in the bulk data set
13F-HR 0001723397-22-000004 Quarter ended 2022-06-302022-08-04acceptance time not in the bulk data set
13F-HR 0001723397-22-000003 Quarter ended 2022-03-312022-05-02acceptance time not in the bulk data set
13F-HR 0001723397-22-000001 Quarter ended 2021-12-312022-02-08acceptance time not in the bulk data set
13F-HR 0001723397-21-000006 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0001723397-21-000005 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR/A 0001723397-21-000004 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001723397-21-000003 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0001723397-21-000001 Quarter ended 2020-12-312021-02-11acceptance time not in the bulk data set
13F-HR 0001606587-20-001150 Quarter ended 2020-09-302020-10-30acceptance time not in the bulk data set
13F-HR 0001606587-20-000865 Quarter ended 2020-06-302020-08-06acceptance time not in the bulk data set
13F-HR 0001606587-20-000527 Quarter ended 2020-03-312020-04-29acceptance time not in the bulk data set
13F-HR 0001606587-20-000056 Quarter ended 2019-12-312020-01-17acceptance time not in the bulk data set
13F-HR 0001606587-19-000946 Quarter ended 2019-09-302019-10-30acceptance time not in the bulk data set
13F-HR 0001606587-19-000688 Quarter ended 2019-06-302019-07-25acceptance time not in the bulk data set
13F-HR 0001606587-19-000446 Quarter ended 2019-03-312019-04-30acceptance time not in the bulk data set
13F-HR 0001606587-19-000037 Quarter ended 2018-12-312019-01-15acceptance time not in the bulk data set
13F-HR 0001606587-18-000774 Quarter ended 2018-09-302018-10-23acceptance time not in the bulk data set
13F-HR 0001606587-18-000518 Quarter ended 2018-06-302018-07-20acceptance time not in the bulk data set
13F-HR 0001606587-18-000317 Quarter ended 2018-03-312018-04-20acceptance time not in the bulk data set
13F-HR 0001606587-18-000040 Quarter ended 2017-12-312018-01-19acceptance time not in the bulk data set
13F-HR 0001606587-17-000718 Quarter ended 2017-09-302017-11-22acceptance time not in the bulk data set
13F-HR 0001606587-17-000720 Quarter ended 2017-06-302017-11-22acceptance time not in the bulk data set
13F-HR 0001606587-17-000723 Quarter ended 2017-03-312017-11-22acceptance time not in the bulk data set
13F-HR 0001606587-17-000724 Quarter ended 2016-12-312017-11-22acceptance time not in the bulk data set