AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113,008 shares; 2024Q4: 1,080,549 shares; 2025Q1: 1,003,364 shares; 2025Q2: 1,048,467 shares; 2025Q3: 1,095,288 shares; 2025Q4: 1,103,868 shares; 2026Q1: 1,103,689 shares; 2026Q2: 1,124,545 shares 1,124,545 $325M 3.28% +20,856 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,159,770 shares; 2024Q4: 1,177,296 shares; 2025Q1: 1,110,655 shares; 2025Q2: 1,309,696 shares; 2025Q3: 1,353,322 shares; 2025Q4: 1,365,283 shares; 2026Q1: 1,337,996 shares; 2026Q2: 1,350,368 shares 1,350,368 $270M 2.72% +12,372 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351,411 shares; 2024Q4: 355,010 shares; 2025Q1: 336,868 shares; 2025Q2: 340,556 shares; 2025Q3: 334,850 shares; 2025Q4: 350,712 shares; 2026Q1: 323,776 shares; 2026Q2: 336,556 shares 336,556 $251M 2.53% +12,780 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,531 shares; 2024Q4: 330,366 shares; 2025Q1: 306,506 shares; 2025Q2: 321,519 shares; 2025Q3: 339,315 shares; 2025Q4: 342,723 shares; 2026Q1: 342,211 shares; 2026Q2: 334,967 shares 334,967 $251M 2.53% -7,244 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,525 shares; 2024Q4: 445,830 shares; 2025Q1: 409,518 shares; 2025Q2: 366,921 shares; 2025Q3: 376,873 shares; 2025Q4: 372,650 shares; 2026Q1: 349,162 shares; 2026Q2: 360,451 shares 360,451 $248M 2.49% +11,289 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587,908 shares; 2024Q4: 588,341 shares; 2025Q1: 555,968 shares; 2025Q2: 595,069 shares; 2025Q3: 620,920 shares; 2025Q4: 624,110 shares; 2026Q1: 624,108 shares; 2026Q2: 633,470 shares 633,470 $151M 1.52% +9,362 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,839 shares; 2024Q4: 345,682 shares; 2025Q1: 323,734 shares; 2025Q2: 342,309 shares; 2025Q3: 368,203 shares; 2025Q4: 374,629 shares; 2026Q1: 373,869 shares; 2026Q2: 375,875 shares 375,875 $140M 1.41% +2,006 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403,515 shares; 2024Q4: 1,466,260 shares; 2025Q1: 1,314,715 shares; 2025Q2: 1,196,326 shares; 2025Q3: 1,229,031 shares; 2025Q4: 1,220,417 shares; 2026Q1: 1,464,742 shares; 2026Q2: 1,563,907 shares 1,563,907 $139M 1.4% +99,165 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,591 shares; 2024Q4: 635,044 shares; 2025Q1: 827,593 shares; 2025Q2: 836,476 shares; 2025Q3: 1,013,268 shares; 2025Q4: 1,127,752 shares; 2026Q1: 1,908,710 shares; 2026Q2: 1,944,759 shares 1,944,759 $132M 1.33% +36,049 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926,990 shares; 2024Q4: 1,045,739 shares; 2025Q1: 988,937 shares; 2025Q2: 1,025,631 shares; 2025Q3: 1,143,391 shares; 2025Q4: 1,501,986 shares; 2026Q1: 1,565,087 shares; 2026Q2: 1,572,794 shares 1,572,794 $130M 1.31% +7,707 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267,963 shares; 2024Q4: 1,110,251 shares; 2025Q1: 1,099,524 shares; 2025Q2: 950,174 shares; 2025Q3: 975,108 shares; 2025Q4: 1,249,128 shares; 2026Q1: 1,278,593 shares; 2026Q2: 1,465,039 shares 1,465,039 $129M 1.3% +186,446 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,330 shares; 2024Q4: 333,011 shares; 2025Q1: 311,183 shares; 2025Q2: 307,067 shares; 2025Q3: 318,950 shares; 2025Q4: 329,150 shares; 2026Q1: 336,723 shares; 2026Q2: 349,104 shares 349,104 $125M 1.26% +12,381 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073,574 shares; 2024Q4: 1,187,370 shares; 2025Q1: 1,357,466 shares; 2025Q2: 1,454,766 shares; 2025Q3: 1,513,741 shares; 2025Q4: 1,566,678 shares; 2026Q1: 1,424,547 shares; 2026Q2: 1,374,851 shares 1,374,851 $101M 1.02% -49,696 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,103,432 shares; 2024Q4: 1,113,256 shares; 2025Q1: 1,106,990 shares; 2025Q2: 1,090,149 shares; 2025Q3: 1,122,716 shares; 2025Q4: 1,068,771 shares; 2026Q1: 1,088,298 shares; 2026Q2: 1,304,552 shares 1,304,552 $101M 1.01% +216,254 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658,514 shares; 2024Q4: 669,421 shares; 2025Q1: 626,777 shares; 2025Q2: 646,359 shares; 2025Q3: 646,597 shares; 2025Q4: 639,184 shares; 2026Q1: 627,878 shares; 2026Q2: 631,378 shares 631,378 $99.8M 1% +3,500 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,437 shares; 2024Q4: 527,427 shares; 2025Q1: 513,098 shares; 2025Q2: 472,941 shares; 2025Q3: 468,336 shares; 2025Q4: 367,584 shares; 2026Q1: 366,330 shares; 2026Q2: 371,031 shares 371,031 $91.4M 0.92% +4,701 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,906 shares; 2025Q2: 60,464 shares; 2025Q3: 74,746 shares; 2025Q4: 159,965 shares; 2026Q1: 3,308,773 shares; 2026Q2: 3,351,391 shares 3,351,391 $88.9M 0.89% +42,618 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,844 shares; 2024Q4: 196,986 shares; 2025Q1: 191,432 shares; 2025Q2: 212,859 shares; 2025Q3: 221,788 shares; 2025Q4: 228,844 shares; 2026Q1: 219,728 shares; 2026Q2: 231,922 shares 231,922 $87.6M 0.88% +12,194 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,268 shares; 2024Q4: 215,280 shares; 2025Q1: 218,303 shares; 2025Q2: 221,449 shares; 2025Q3: 243,498 shares; 2025Q4: 236,329 shares; 2026Q1: 225,379 shares; 2026Q2: 230,371 shares 230,371 $85.2M 0.86% +4,992 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,310 shares; 2024Q4: 401,975 shares; 2025Q1: 363,512 shares; 2025Q2: 342,628 shares; 2025Q3: 347,387 shares; 2025Q4: 346,769 shares; 2026Q1: 372,877 shares; 2026Q2: 376,532 shares 376,532 $80.1M 0.81% +3,655 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,556 shares; 2024Q4: 279,734 shares; 2025Q1: 199,868 shares; 2025Q2: 204,079 shares; 2025Q3: 216,584 shares; 2025Q4: 235,593 shares; 2026Q1: 235,327 shares; 2026Q2: 236,030 shares 236,030 $77.3M 0.78% +703 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132,623 shares; 2024Q4: 1,154,334 shares; 2025Q1: 1,529,574 shares; 2025Q2: 1,511,634 shares; 2025Q3: 1,548,294 shares; 2025Q4: 1,632,519 shares; 2026Q1: 1,567,289 shares; 2026Q2: 1,664,390 shares 1,664,390 $72M 0.73% +97,101 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,186 shares; 2024Q4: 199,545 shares; 2025Q1: 193,999 shares; 2025Q2: 198,786 shares; 2025Q3: 212,142 shares; 2025Q4: 198,322 shares; 2026Q1: 202,555 shares; 2026Q2: 203,340 shares 203,340 $71.8M 0.72% +785 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532,674 shares; 2024Q4: 545,459 shares; 2025Q1: 469,042 shares; 2025Q2: 457,114 shares; 2025Q3: 453,061 shares; 2025Q4: 439,416 shares; 2026Q1: 449,904 shares; 2026Q2: 467,638 shares 467,638 $69.4M 0.7% +17,734 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,419 shares; 2024Q4: 101,635 shares; 2025Q1: 97,269 shares; 2025Q2: 101,297 shares; 2025Q3: 110,789 shares; 2025Q4: 116,773 shares; 2026Q1: 120,007 shares; 2026Q2: 118,192 shares 118,192 $66.6M 0.67% -1,815 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,109 shares; 2024Q4: 70,489 shares; 2025Q1: 44,973 shares; 2025Q2: 88,221 shares; 2025Q3: 161,203 shares; 2025Q4: 172,865 shares; 2026Q1: 176,266 shares; 2026Q2: 201,587 shares 201,587 $61.1M 0.61% +25,321 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108,480 shares; 2024Q4: 1,023,906 shares; 2025Q1: 1,015,559 shares; 2025Q2: 1,318,472 shares; 2025Q3: 1,186,453 shares; 2025Q4: 1,211,625 shares; 2026Q1: 1,222,405 shares; 2026Q2: 1,195,634 shares 1,195,634 $60.2M 0.61% -26,771 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 108,703 shares; 2025Q1: 101,043 shares; 2025Q2: 101,251 shares; 2025Q3: 111,531 shares; 2025Q4: 112,515 shares; 2026Q1: 111,010 shares; 2026Q2: 125,625 shares 125,625 $54.4M 0.55% +14,615 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,986 shares; 2024Q4: 353,331 shares; 2025Q1: 344,596 shares; 2025Q2: 241,632 shares; 2025Q3: 249,405 shares; 2025Q4: 294,010 shares; 2026Q1: 332,272 shares; 2026Q2: 1,379,944 shares 1,379,944 $54.2M 0.55% +1,047,672 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,418 shares; 2024Q4: 145,167 shares; 2025Q1: 111,902 shares; 2025Q2: 107,883 shares; 2025Q3: 107,597 shares; 2025Q4: 124,426 shares; 2026Q1: 146,323 shares; 2026Q2: 178,487 shares 178,487 $53.6M 0.54% +32,164 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810,946 shares; 2024Q4: 812,359 shares; 2025Q1: 798,657 shares; 2025Q2: 820,469 shares; 2025Q3: 935,985 shares; 2025Q4: 949,168 shares; 2026Q1: 562,548 shares; 2026Q2: 586,138 shares 586,138 $53.2M 0.54% +23,590 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,739 shares; 2024Q4: 361,019 shares; 2025Q1: 304,145 shares; 2025Q2: 325,460 shares; 2025Q3: 419,328 shares; 2025Q4: 371,105 shares; 2026Q1: 379,865 shares; 2026Q2: 442,577 shares 442,577 $52.7M 0.53% +62,712 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,513 shares; 2024Q4: 27,999 shares; 2025Q1: 15,140 shares; 2025Q2: 15,605 shares; 2025Q3: 22,056 shares; 2025Q4: 24,840 shares; 2026Q1: 44,340 shares; 2026Q2: 45,374 shares 45,374 $52.4M 0.53% +1,034 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,912 shares; 2024Q4: 96,549 shares; 2025Q1: 86,764 shares; 2025Q2: 91,690 shares; 2025Q3: 95,153 shares; 2025Q4: 115,234 shares; 2026Q1: 120,581 shares; 2026Q2: 124,000 shares 124,000 $52.2M 0.53% +3,419 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,622 shares; 2024Q4: 34,511 shares; 2025Q1: 32,382 shares; 2025Q2: 31,127 shares; 2025Q3: 32,310 shares; 2025Q4: 27,044 shares; 2026Q1: 33,151 shares; 2026Q2: 41,007 shares 41,007 $49.2M 0.5% +7,856 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023,033 shares; 2024Q4: 1,135,133 shares; 2025Q1: 1,051,964 shares; 2025Q2: 1,036,464 shares; 2025Q3: 1,016,797 shares; 2025Q4: 1,040,303 shares; 2026Q1: 1,045,323 shares; 2026Q2: 1,073,470 shares 1,073,470 $48.4M 0.49% +28,147 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,702 shares; 2024Q4: 427,249 shares; 2025Q1: 476,233 shares; 2025Q2: 481,513 shares; 2025Q3: 512,774 shares; 2025Q4: 539,821 shares; 2026Q1: 582,079 shares; 2026Q2: 588,137 shares 588,137 $47.7M 0.48% +6,058 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,977 shares; 2024Q4: 56,109 shares; 2025Q1: 51,508 shares; 2025Q2: 52,282 shares; 2025Q3: 55,944 shares; 2025Q4: 55,526 shares; 2026Q1: 52,397 shares; 2026Q2: 50,311 shares 50,311 $47.1M 0.47% -2,086 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,363 shares; 2024Q4: 291,649 shares; 2025Q1: 288,282 shares; 2025Q2: 291,567 shares; 2025Q3: 402,642 shares; 2025Q4: 413,008 shares; 2026Q1: 388,544 shares; 2026Q2: 342,045 shares 342,045 $47M 0.47% -46,499 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,341 shares; 2024Q4: 347,167 shares; 2025Q1: 443,097 shares; 2025Q2: 477,584 shares; 2025Q3: 469,753 shares; 2025Q4: 467,447 shares; 2026Q1: 458,988 shares; 2026Q2: 467,890 shares 467,890 $46.1M 0.46% +8,902 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,763 shares; 2024Q4: 126,589 shares; 2025Q1: 127,950 shares; 2025Q2: 127,932 shares; 2025Q3: 153,889 shares; 2025Q4: 153,814 shares; 2026Q1: 149,915 shares; 2026Q2: 157,870 shares 157,870 $42.4M 0.43% +7,955 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,380 shares; 2024Q4: 168,119 shares; 2025Q1: 163,100 shares; 2025Q2: 167,920 shares; 2025Q3: 178,266 shares; 2025Q4: 176,006 shares; 2026Q1: 168,351 shares; 2026Q2: 168,592 shares 168,592 $42.4M 0.43% +241 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,544 shares; 2024Q4: 404,554 shares; 2025Q1: 706,127 shares; 2025Q2: 531,359 shares; 2025Q3: 621,623 shares; 2025Q4: 641,159 shares; 2026Q1: 454,647 shares; 2026Q2: 467,766 shares 467,766 $42.1M 0.42% +13,119 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,375 shares; 2024Q4: 184,887 shares; 2025Q1: 202,611 shares; 2025Q2: 221,650 shares; 2025Q3: 173,739 shares; 2025Q4: 147,418 shares; 2026Q1: 150,850 shares; 2026Q2: 152,728 shares 152,728 $38.5M 0.39% +1,878 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,718 shares; 2024Q4: 417,744 shares; 2025Q1: 373,546 shares; 2025Q2: 364,750 shares; 2025Q3: 375,187 shares; 2025Q4: 360,462 shares; 2026Q1: 395,025 shares; 2026Q2: 397,503 shares 397,503 $38.4M 0.39% +2,478 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,541 shares; 2024Q4: 127,806 shares; 2025Q1: 134,214 shares; 2025Q2: 137,931 shares; 2025Q3: 149,960 shares; 2025Q4: 151,922 shares; 2026Q1: 150,230 shares; 2026Q2: 169,053 shares 169,053 $38.4M 0.39% +18,823 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,595 shares; 2024Q4: 82,316 shares; 2025Q1: 73,603 shares; 2025Q2: 78,218 shares; 2025Q3: 83,194 shares; 2025Q4: 81,295 shares; 2026Q1: 79,404 shares; 2026Q2: 75,013 shares 75,013 $37.5M 0.38% -4,391 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,252 shares; 2024Q4: 53,750 shares; 2025Q1: 52,332 shares; 2025Q2: 56,204 shares; 2025Q3: 51,622 shares; 2025Q4: 64,554 shares; 2026Q1: 66,272 shares; 2026Q2: 64,107 shares 64,107 $37.2M 0.37% -2,165 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,618 shares; 2025Q3: 230,737 shares; 2025Q4: 258,769 shares; 2026Q1: 840,632 shares; 2026Q2: 851,774 shares 851,774 $36.7M 0.37% +11,142 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,296 shares; 2024Q4: 226,244 shares; 2025Q1: 227,736 shares; 2025Q2: 219,769 shares; 2025Q3: 222,954 shares; 2025Q4: 214,896 shares; 2026Q1: 213,837 shares; 2026Q2: 207,996 shares 207,996 $36.7M 0.37% -5,841 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,229 shares; 2024Q4: 117,750 shares; 2025Q1: 108,502 shares; 2025Q2: 105,914 shares; 2025Q3: 125,120 shares; 2025Q4: 123,240 shares; 2026Q1: 121,547 shares; 2026Q2: 142,858 shares 142,858 $36.3M 0.37% +21,311 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,096 shares; 2024Q4: 110,104 shares; 2025Q1: 109,993 shares; 2025Q2: 124,364 shares; 2025Q3: 142,698 shares; 2025Q4: 152,005 shares; 2026Q1: 154,269 shares; 2026Q2: 159,733 shares 159,733 $34.8M 0.35% +5,464 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,271 shares; 2024Q4: 282,871 shares; 2025Q1: 278,971 shares; 2025Q2: 297,053 shares; 2025Q3: 375,841 shares; 2025Q4: 366,572 shares; 2026Q1: 372,818 shares; 2026Q2: 393,154 shares 393,154 $33.6M 0.34% +20,336 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,839 shares; 2024Q4: 377,032 shares; 2025Q1: 518,465 shares; 2025Q2: 509,195 shares; 2025Q3: 470,317 shares; 2025Q4: 462,983 shares; 2026Q1: 419,372 shares; 2026Q2: 439,883 shares 439,883 $33.3M 0.34% +20,511 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,310 shares; 2024Q4: 40,744 shares; 2025Q1: 42,643 shares; 2025Q2: 49,859 shares; 2025Q3: 57,417 shares; 2025Q4: 60,886 shares; 2026Q1: 60,500 shares; 2026Q2: 381,162 shares 381,162 $32.8M 0.33% +320,662 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,335 shares; 2024Q4: 215,488 shares; 2025Q1: 247,279 shares; 2025Q2: 236,356 shares; 2025Q3: 228,936 shares; 2025Q4: 259,988 shares; 2026Q1: 246,280 shares; 2026Q2: 303,437 shares 303,437 $32.7M 0.33% +57,157 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,239 shares; 2024Q4: 10,065 shares; 2025Q1: 16,620 shares; 2025Q2: 154,539 shares; 2025Q3: 165,051 shares; 2025Q4: 199,635 shares; 2026Q1: 197,069 shares; 2026Q2: 201,647 shares 201,647 $32.6M 0.33% +4,578 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,034 shares; 2024Q4: 6,494 shares; 2025Q1: 5,518 shares; 2025Q2: 11,182 shares; 2025Q3: 13,476 shares; 2025Q4: 21,525 shares; 2026Q1: 22,979 shares; 2026Q2: 26,615 shares 26,615 $31.3M 0.31% +3,636 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,879 shares; 2024Q4: 40,387 shares; 2025Q1: 38,464 shares; 2025Q2: 35,133 shares; 2025Q3: 34,360 shares; 2025Q4: 34,055 shares; 2026Q1: 33,332 shares; 2026Q2: 260,456 shares 260,456 $31.1M 0.31% +227,124 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,565 shares; 2024Q4: 263,081 shares; 2025Q1: 214,837 shares; 2025Q2: 206,297 shares; 2025Q3: 171,132 shares; 2025Q4: 149,224 shares; 2026Q1: 138,182 shares; 2026Q2: 141,795 shares 141,795 $31.1M 0.31% +3,613 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434,619 shares; 2024Q4: 421,708 shares; 2025Q1: 384,103 shares; 2025Q2: 352,065 shares; 2025Q3: 366,568 shares; 2025Q4: 367,569 shares; 2026Q1: 329,663 shares; 2026Q2: 308,583 shares 308,583 $29.7M 0.3% -21,080 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,062 shares; 2024Q4: 103,380 shares; 2025Q1: 100,771 shares; 2025Q2: 115,054 shares; 2025Q3: 120,893 shares; 2025Q4: 120,020 shares; 2026Q1: 120,289 shares; 2026Q2: 123,117 shares 123,117 $29.1M 0.29% +2,828 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,008 shares; 2024Q4: 107,149 shares; 2025Q1: 102,624 shares; 2025Q2: 104,844 shares; 2025Q3: 110,803 shares; 2025Q4: 105,473 shares; 2026Q1: 99,105 shares; 2026Q2: 82,588 shares 82,588 $29.1M 0.29% -16,517 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 296,775 shares; 2025Q1: 305,316 shares; 2025Q2: 314,949 shares; 2025Q3: 311,055 shares; 2025Q4: 319,251 shares; 2026Q1: 349,984 shares; 2026Q2: 360,268 shares 360,268 $28.9M 0.29% +10,284 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,316 shares; 2024Q4: 48,258 shares; 2025Q1: 46,941 shares; 2025Q2: 47,124 shares; 2025Q3: 47,512 shares; 2025Q4: 46,729 shares; 2026Q1: 47,321 shares; 2026Q2: 34,042 shares 34,042 $28.6M 0.29% -13,279 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,758 shares; 2024Q4: 208,489 shares; 2025Q1: 449,553 shares; 2025Q2: 622,240 shares; 2025Q3: 540,586 shares; 2025Q4: 669,043 shares; 2026Q1: 641,392 shares; 2026Q2: 545,112 shares 545,112 $28.5M 0.29% -96,280 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,243 shares; 2024Q4: 309,388 shares; 2025Q1: 193,593 shares; 2025Q2: 312,670 shares; 2025Q3: 374,178 shares; 2025Q4: 386,935 shares; 2026Q1: 450,943 shares; 2026Q2: 544,767 shares 544,767 $27.5M 0.28% +93,824 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,152 shares; 2024Q4: 476,332 shares; 2025Q1: 394,193 shares; 2025Q2: 477,772 shares; 2025Q3: 502,299 shares; 2025Q4: 431,108 shares; 2026Q1: 409,644 shares; 2026Q2: 449,071 shares 449,071 $27.5M 0.28% +39,427 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,933 shares; 2024Q4: 242,046 shares; 2025Q1: 204,580 shares; 2025Q2: 198,673 shares; 2025Q3: 213,357 shares; 2025Q4: 219,897 shares; 2026Q1: 214,381 shares; 2026Q2: 246,187 shares 246,187 $27.2M 0.27% +31,806 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,819 shares; 2024Q4: 101,441 shares; 2025Q1: 100,980 shares; 2025Q2: 93,556 shares; 2025Q3: 110,952 shares; 2025Q4: 195,803 shares; 2026Q1: 158,100 shares; 2026Q2: 142,379 shares 142,379 $27.1M 0.27% -15,721 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,675 shares; 2024Q4: 19,540 shares; 2025Q1: 20,428 shares; 2025Q2: 23,781 shares; 2025Q3: 24,130 shares; 2025Q4: 24,970 shares; 2026Q1: 26,087 shares; 2026Q2: 27,540 shares 27,540 $26.9M 0.27% +1,453 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653,184 shares; 2024Q4: 697,886 shares; 2025Q1: 772,268 shares; 2025Q2: 540,585 shares; 2025Q3: 503,183 shares; 2025Q4: 520,042 shares; 2026Q1: 606,620 shares; 2026Q2: 731,800 shares 731,800 $26.7M 0.27% +125,180 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,720 shares; 2024Q4: 53,256 shares; 2025Q1: 103,707 shares; 2025Q2: 73,151 shares; 2025Q3: 66,378 shares; 2025Q4: 70,745 shares; 2026Q1: 75,798 shares; 2026Q2: 71,206 shares 71,206 $26.2M 0.26% -4,592 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,754 shares; 2024Q4: 1,055,254 shares; 2025Q1: 1,015,858 shares; 2025Q2: 978,581 shares; 2025Q3: 1,015,767 shares; 2025Q4: 1,043,579 shares; 2026Q1: 879,606 shares; 2026Q2: 807,902 shares 807,902 $25.6M 0.26% -71,704 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,329 shares; 2024Q4: 403,593 shares; 2025Q1: 468,110 shares; 2025Q2: 483,371 shares; 2025Q3: 490,413 shares; 2025Q4: 430,511 shares; 2026Q1: 309,252 shares; 2026Q2: 349,995 shares 349,995 $25.3M 0.25% +40,743 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,594 shares; 2024Q4: 21,263 shares; 2025Q1: 17,041 shares; 2025Q2: 17,247 shares; 2025Q3: 22,897 shares; 2025Q4: 21,278 shares; 2026Q1: 21,699 shares; 2026Q2: 23,471 shares 23,471 $25M 0.25% +1,772 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,485 shares; 2024Q4: 31,429 shares; 2025Q1: 29,795 shares; 2025Q2: 32,805 shares; 2025Q3: 33,181 shares; 2025Q4: 40,577 shares; 2026Q1: 88,107 shares; 2026Q2: 102,975 shares 102,975 $25M 0.25% +14,868 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,557 shares; 2024Q4: 145,548 shares; 2025Q1: 182,650 shares; 2025Q2: 208,161 shares; 2025Q3: 399,941 shares; 2025Q4: 381,987 shares; 2026Q1: 565,578 shares; 2026Q2: 329,879 shares 329,879 $24.9M 0.25% -235,699 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,424 shares; 2024Q4: 370,739 shares; 2025Q1: 325,197 shares; 2025Q2: 275,685 shares; 2025Q3: 324,380 shares; 2025Q4: 310,376 shares; 2026Q1: 300,962 shares; 2026Q2: 341,708 shares 341,708 $24.3M 0.25% +40,746 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,499 shares; 2024Q4: 185,861 shares; 2025Q1: 192,547 shares; 2025Q2: 217,749 shares; 2025Q3: 213,918 shares; 2025Q4: 204,271 shares; 2026Q1: 207,113 shares; 2026Q2: 206,936 shares 206,936 $24.1M 0.24% -177 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795,109 shares; 2024Q4: 991,408 shares; 2025Q1: 1,039,593 shares; 2025Q2: 958,118 shares; 2025Q3: 1,008,748 shares; 2025Q4: 1,017,505 shares; 2026Q1: 1,047,678 shares; 2026Q2: 1,075,530 shares 1,075,530 $24.1M 0.24% +27,852 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,577 shares; 2025Q1: 65,882 shares; 2025Q2: 92,955 shares; 2025Q3: 122,925 shares; 2025Q4: 139,648 shares; 2026Q1: 560,515 shares; 2026Q2: 599,030 shares 599,030 $24M 0.24% +38,515 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,101 shares; 2024Q4: 17,382 shares; 2025Q1: 23,888 shares; 2025Q2: 30,695 shares; 2025Q3: 60,218 shares; 2025Q4: 74,297 shares; 2026Q1: 93,217 shares; 2026Q2: 98,679 shares 98,679 $23.9M 0.24% +5,462 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537,606 shares; 2024Q4: 327,486 shares; 2025Q1: 334,973 shares; 2025Q2: 308,853 shares; 2025Q3: 332,005 shares; 2025Q4: 352,016 shares; 2026Q1: 372,357 shares; 2026Q2: 387,411 shares 387,411 $23.6M 0.24% +15,054 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,609 shares; 2025Q4: 225,596 shares; 2026Q1: 433,429 shares; 2026Q2: 445,504 shares 445,504 $23.5M 0.24% +12,075 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,485 shares; 2024Q4: 126,090 shares; 2025Q1: 113,850 shares; 2025Q2: 137,522 shares; 2025Q3: 145,338 shares; 2025Q4: 138,131 shares; 2026Q1: 216,658 shares; 2026Q2: 254,213 shares 254,213 $23.3M 0.23% +37,555 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,928 shares; 2026Q1: 702,858 shares; 2026Q2: 1,788,705 shares 1,788,705 $23.3M 0.23% +1,085,847 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779,325 shares; 2024Q4: 948,981 shares; 2025Q1: 996,970 shares; 2025Q2: 920,066 shares; 2025Q3: 962,692 shares; 2025Q4: 976,973 shares; 2026Q1: 1,013,803 shares; 2026Q2: 1,039,854 shares 1,039,854 $23M 0.23% +26,051 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,589 shares; 2024Q4: 14,923 shares; 2025Q1: 16,873 shares; 2025Q2: 22,152 shares; 2025Q3: 25,135 shares; 2025Q4: 29,003 shares; 2026Q1: 31,236 shares; 2026Q2: 30,130 shares 30,130 $23M 0.23% -1,106 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,441 shares; 2024Q4: 241,074 shares; 2025Q1: 243,351 shares; 2025Q2: 437,320 shares; 2025Q3: 393,787 shares; 2025Q4: 490,080 shares; 2026Q1: 558,556 shares; 2026Q2: 639,228 shares 639,228 $22.9M 0.23% +80,672 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,599 shares; 2024Q4: 200,155 shares; 2025Q1: 187,762 shares; 2025Q2: 192,686 shares; 2025Q3: 208,470 shares; 2025Q4: 212,144 shares; 2026Q1: 190,951 shares; 2026Q2: 200,360 shares 200,360 $22.7M 0.23% +9,409 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,839 shares; 2024Q4: 3,849 shares; 2025Q1: 3,809 shares; 2025Q2: 16,409 shares; 2025Q3: 38,784 shares; 2025Q4: 47,411 shares; 2026Q1: 56,083 shares; 2026Q2: 61,144 shares 61,144 $22.4M 0.23% +5,061 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,826 shares; 2024Q4: 80,136 shares; 2025Q1: 60,397 shares; 2025Q2: 62,100 shares; 2025Q3: 126,392 shares; 2025Q4: 138,880 shares; 2026Q1: 157,708 shares; 2026Q2: 162,868 shares 162,868 $20.8M 0.21% +5,160 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,669 shares; 2024Q4: 49,864 shares; 2025Q1: 46,086 shares; 2025Q2: 52,552 shares; 2025Q3: 70,631 shares; 2025Q4: 80,289 shares; 2026Q1: 85,826 shares; 2026Q2: 81,000 shares 81,000 $20.7M 0.21% -4,826 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,322 shares; 2024Q4: 353,926 shares; 2025Q1: 504,334 shares; 2025Q2: 499,946 shares; 2025Q3: 523,541 shares; 2025Q4: 482,248 shares; 2026Q1: 477,000 shares; 2026Q2: 398,912 shares 398,912 $20.1M 0.2% -78,088 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,416 shares; 2024Q4: 50,179 shares; 2025Q1: 47,732 shares; 2025Q2: 47,969 shares; 2025Q3: 44,714 shares; 2025Q4: 688,132 shares; 2026Q1: 785,166 shares; 2026Q2: 807,842 shares 807,842 $20.1M 0.2% +22,676 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,204 shares; 2024Q4: 100,991 shares; 2025Q1: 99,902 shares; 2025Q2: 101,057 shares; 2025Q3: 102,422 shares; 2025Q4: 98,782 shares; 2026Q1: 93,308 shares; 2026Q2: 73,839 shares 73,839 $20M 0.2% -19,469 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,593 shares; 2024Q4: 47,080 shares; 2025Q1: 51,950 shares; 2025Q2: 65,008 shares; 2025Q3: 68,248 shares; 2025Q4: 68,539 shares; 2026Q1: 65,182 shares; 2026Q2: 54,573 shares 54,573 $19.9M 0.2% -10,609 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,701 shares; 2024Q4: 9,429 shares; 2025Q1: 15,738 shares; 2025Q2: 52,407 shares; 2025Q3: 110,305 shares; 2025Q4: 120,410 shares; 2026Q1: 130,884 shares; 2026Q2: 147,885 shares 147,885 $19.7M 0.2% +17,001 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,592 shares; 2024Q4: 121,266 shares; 2025Q1: 117,921 shares; 2025Q2: 118,995 shares; 2025Q3: 125,443 shares; 2025Q4: 120,367 shares; 2026Q1: 110,656 shares; 2026Q2: 106,413 shares 106,413 $19.7M 0.2% -4,243 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,250 shares; 2025Q4: 137,663 shares; 2026Q1: 187,984 shares; 2026Q2: 203,531 shares 203,531 $19.7M 0.2% +15,547 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,302 shares; 2024Q4: 27,190 shares; 2025Q1: 24,756 shares; 2025Q2: 24,538 shares; 2025Q3: 27,909 shares; 2025Q4: 32,630 shares; 2026Q1: 37,293 shares; 2026Q2: 41,117 shares 41,117 $19.6M 0.2% +3,824 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,289 shares; 2024Q4: 40,375 shares; 2025Q1: 43,456 shares; 2025Q2: 46,984 shares; 2025Q3: 47,249 shares; 2025Q4: 62,861 shares; 2026Q1: 56,099 shares; 2026Q2: 67,477 shares 67,477 $19.6M 0.2% +11,378 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,429 shares; 2024Q4: 34,133 shares; 2025Q1: 32,743 shares; 2025Q2: 32,217 shares; 2025Q3: 30,043 shares; 2025Q4: 29,719 shares; 2026Q1: 29,232 shares; 2026Q2: 67,990 shares 67,990 $19.5M 0.2% +38,758 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,340 shares; 2024Q4: 32,101 shares; 2025Q1: 31,708 shares; 2025Q2: 31,727 shares; 2025Q3: 31,691 shares; 2025Q4: 31,613 shares; 2026Q1: 115,196 shares; 2026Q2: 114,865 shares 114,865 $19.4M 0.19% -331 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,874 shares; 2024Q4: 77,561 shares; 2025Q1: 76,525 shares; 2025Q2: 74,037 shares; 2025Q3: 70,824 shares; 2025Q4: 65,639 shares; 2026Q1: 64,364 shares; 2026Q2: 64,153 shares 64,153 $19.2M 0.19% -211 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,686 shares; 2024Q4: 154,379 shares; 2025Q1: 455,132 shares; 2025Q2: 261,675 shares; 2025Q3: 134,028 shares; 2025Q4: 123,499 shares; 2026Q1: 897,548 shares; 2026Q2: 384,417 shares 384,417 $19.2M 0.19% -513,131 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,570 shares; 2024Q4: 281,467 shares; 2025Q1: 264,370 shares; 2025Q2: 240,616 shares; 2025Q3: 236,122 shares; 2025Q4: 241,476 shares; 2026Q1: 187,090 shares; 2026Q2: 196,227 shares 196,227 $18.9M 0.19% +9,137 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,642 shares; 2024Q4: 177,189 shares; 2025Q1: 172,567 shares; 2025Q2: 168,792 shares; 2025Q3: 174,516 shares; 2025Q4: 191,060 shares; 2026Q1: 202,176 shares; 2026Q2: 205,161 shares 205,161 $18.9M 0.19% +2,985 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,483 shares; 2024Q4: 227,569 shares; 2025Q1: 231,226 shares; 2025Q2: 233,918 shares; 2025Q3: 243,321 shares; 2025Q4: 224,209 shares; 2026Q1: 225,132 shares; 2026Q2: 230,591 shares 230,591 $18.9M 0.19% +5,459 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,634 shares; 2025Q2: 47,218 shares; 2025Q3: 76,463 shares; 2025Q4: 77,852 shares; 2026Q1: 61,662 shares; 2026Q2: 68,515 shares 68,515 $18.6M 0.19% +6,853 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,583 shares; 2024Q4: 52,062 shares; 2025Q1: 65,873 shares; 2025Q2: 97,038 shares; 2025Q3: 164,704 shares; 2025Q4: 245,973 shares; 2026Q1: 330,366 shares; 2026Q2: 367,163 shares 367,163 $18.1M 0.18% +36,797 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,458 shares; 2024Q4: 159,210 shares; 2025Q1: 169,606 shares; 2025Q2: 167,345 shares; 2025Q3: 147,766 shares; 2025Q4: 147,271 shares; 2026Q1: 142,145 shares; 2026Q2: 123,358 shares 123,358 $18.1M 0.18% -18,787 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,457 shares; 2024Q4: 206,379 shares; 2025Q1: 209,840 shares; 2025Q2: 209,549 shares; 2025Q3: 207,766 shares; 2025Q4: 201,501 shares; 2026Q1: 197,396 shares; 2026Q2: 201,273 shares 201,273 $18M 0.18% +3,877 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,587 shares; 2024Q4: 29,023 shares; 2025Q1: 33,413 shares; 2025Q2: 38,097 shares; 2025Q3: 40,780 shares; 2025Q4: 42,609 shares; 2026Q1: 41,778 shares; 2026Q2: 42,075 shares 42,075 $17.9M 0.18% +297 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,182 shares; 2024Q4: 136,306 shares; 2025Q1: 111,035 shares; 2025Q2: 116,502 shares; 2025Q3: 151,314 shares; 2025Q4: 155,167 shares; 2026Q1: 154,112 shares; 2026Q2: 150,891 shares 150,891 $17.7M 0.18% -3,221 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,337 shares; 2024Q4: 321,381 shares; 2025Q1: 318,492 shares; 2025Q2: 332,475 shares; 2025Q3: 379,174 shares; 2025Q4: 367,062 shares; 2026Q1: 339,134 shares; 2026Q2: 416,319 shares 416,319 $17.6M 0.18% +77,185 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,546 shares; 2024Q4: 57,887 shares; 2025Q1: 50,014 shares; 2025Q2: 52,326 shares; 2025Q3: 58,495 shares; 2025Q4: 55,915 shares; 2026Q1: 52,451 shares; 2026Q2: 51,300 shares 51,300 $17.6M 0.18% -1,151 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,228 shares; 2024Q4: 192,768 shares; 2025Q1: 176,785 shares; 2025Q2: 176,204 shares; 2025Q3: 187,926 shares; 2025Q4: 198,581 shares; 2026Q1: 209,977 shares; 2026Q2: 175,437 shares 175,437 $17.4M 0.17% -34,540 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,090 shares; 2024Q4: 36,413 shares; 2025Q1: 40,470 shares; 2025Q2: 37,458 shares; 2025Q3: 34,173 shares; 2025Q4: 35,283 shares; 2026Q1: 34,183 shares; 2026Q2: 139,683 shares 139,683 $17.3M 0.17% +105,500 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,000 shares; 2024Q4: 340,897 shares; 2025Q1: 363,520 shares; 2025Q2: 368,208 shares; 2025Q3: 303,847 shares; 2025Q4: 274,813 shares; 2026Q1: 261,870 shares; 2026Q2: 278,438 shares 278,438 $17.3M 0.17% +16,568 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,028 shares; 2024Q4: 196,601 shares; 2025Q1: 220,960 shares; 2025Q2: 225,739 shares; 2025Q3: 192,618 shares; 2025Q4: 210,464 shares; 2026Q1: 222,449 shares; 2026Q2: 230,283 shares 230,283 $17.3M 0.17% +7,834 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,446 shares; 2025Q1: 23,662 shares; 2025Q2: 163,639 shares; 2025Q3: 176,950 shares; 2025Q4: 252,624 shares; 2026Q1: 615,145 shares; 2026Q2: 579,456 shares 579,456 $17M 0.17% -35,689 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,178 shares; 2024Q4: 110,444 shares; 2025Q1: 60,628 shares; 2025Q2: 64,471 shares; 2025Q3: 62,810 shares; 2025Q4: 63,328 shares; 2026Q1: 59,982 shares; 2026Q2: 60,564 shares 60,564 $17M 0.17% +582 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,394 shares; 2024Q4: 192,655 shares; 2025Q1: 263,452 shares; 2025Q2: 279,248 shares; 2025Q3: 296,405 shares; 2025Q4: 310,671 shares; 2026Q1: 323,860 shares; 2026Q2: 341,821 shares 341,821 $16.9M 0.17% +17,961 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,913 shares; 2024Q4: 155,756 shares; 2025Q1: 137,667 shares; 2025Q2: 128,652 shares; 2025Q3: 144,912 shares; 2025Q4: 127,420 shares; 2026Q1: 119,264 shares; 2026Q2: 118,268 shares 118,268 $16.5M 0.17% -996 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,017 shares; 2024Q4: 387,073 shares; 2025Q1: 358,713 shares; 2025Q2: 247,142 shares; 2025Q3: 254,094 shares; 2025Q4: 255,817 shares; 2026Q1: 260,037 shares; 2026Q2: 274,346 shares 274,346 $16.4M 0.16% +14,309 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,891 shares; 2024Q4: 20,105 shares; 2025Q1: 15,154 shares; 2025Q2: 26,871 shares; 2025Q3: 30,940 shares; 2025Q4: 33,022 shares; 2026Q1: 31,086 shares; 2026Q2: 38,907 shares 38,907 $16.2M 0.16% +7,821 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,391 shares; 2026Q1: 376,425 shares; 2026Q2: 358,615 shares 358,615 $16.1M 0.16% -17,810 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,192 shares; 2024Q4: 289,024 shares; 2025Q1: 268,826 shares; 2025Q2: 262,043 shares; 2025Q3: 262,990 shares; 2025Q4: 266,391 shares; 2026Q1: 269,331 shares; 2026Q2: 282,468 shares 282,468 $16.1M 0.16% +13,137 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617,272 shares; 2024Q4: 671,906 shares; 2025Q1: 697,004 shares; 2025Q2: 640,463 shares; 2025Q3: 668,540 shares; 2025Q4: 675,295 shares; 2026Q1: 694,323 shares; 2026Q2: 702,959 shares 702,959 $16.1M 0.16% +8,636 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,208 shares; 2024Q4: 4,608 shares; 2025Q1: 5,585 shares; 2025Q2: 5,523 shares; 2025Q3: 5,708 shares; 2025Q4: 5,638 shares; 2026Q1: 5,876 shares; 2026Q2: 8,010 shares 8,010 $15.9M 0.16% +2,134 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,866 shares; 2024Q4: 341,554 shares; 2025Q1: 318,348 shares; 2025Q2: 319,289 shares; 2025Q3: 321,178 shares; 2025Q4: 315,930 shares; 2026Q1: 311,649 shares; 2026Q2: 329,901 shares 329,901 $15.9M 0.16% +18,252 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,958 shares; 2024Q4: 43,806 shares; 2025Q1: 27,024 shares; 2025Q2: 25,016 shares; 2025Q3: 27,508 shares; 2025Q4: 292,781 shares; 2026Q1: 330,820 shares; 2026Q2: 362,363 shares 362,363 $15.7M 0.16% +31,543 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,624 shares; 2024Q4: 313,568 shares; 2025Q1: 314,990 shares; 2025Q2: 314,456 shares; 2025Q3: 325,147 shares; 2025Q4: 313,313 shares; 2026Q1: 306,642 shares; 2026Q2: 352,103 shares 352,103 $15.6M 0.16% +45,461 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,804 shares; 2024Q4: 38,002 shares; 2025Q1: 36,099 shares; 2025Q2: 47,070 shares; 2025Q3: 52,499 shares; 2025Q4: 49,967 shares; 2026Q1: 44,916 shares; 2026Q2: 45,643 shares 45,643 $15.6M 0.16% +727 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,935 shares; 2024Q4: 10,656 shares; 2025Q1: 70,180 shares; 2025Q2: 77,215 shares; 2025Q3: 86,500 shares; 2025Q4: 83,825 shares; 2026Q1: 326,915 shares; 2026Q2: 340,427 shares 340,427 $15.5M 0.16% +13,512 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,623 shares; 2024Q4: 118,885 shares; 2025Q1: 131,657 shares; 2025Q2: 65,153 shares; 2025Q3: 123,496 shares; 2025Q4: 131,117 shares; 2026Q1: 126,456 shares; 2026Q2: 149,456 shares 149,456 $15.3M 0.15% +23,000 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,991 shares; 2024Q4: 3,347 shares; 2025Q1: 5,427 shares; 2025Q2: 7,801 shares; 2025Q3: 9,076 shares; 2025Q4: 10,093 shares; 2026Q1: 10,632 shares; 2026Q2: 150,818 shares 150,818 $15.3M 0.15% +140,186 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,505 shares; 2024Q4: 25,143 shares; 2025Q1: 22,147 shares; 2025Q2: 22,599 shares; 2025Q3: 24,983 shares; 2025Q4: 25,207 shares; 2026Q1: 22,363 shares; 2026Q2: 23,145 shares 23,145 $15.2M 0.15% +782 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,035 shares; 2024Q4: 8,607 shares; 2025Q1: 7,447 shares; 2025Q2: 11,442 shares; 2025Q3: 25,875 shares; 2025Q4: 36,207 shares; 2026Q1: 115,624 shares; 2026Q2: 308,676 shares 308,676 $15.1M 0.15% +193,052 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,648 shares; 2024Q4: 12,145 shares; 2025Q1: 70,329 shares; 2025Q2: 93,828 shares; 2025Q3: 159,777 shares; 2025Q4: 182,960 shares; 2026Q1: 217,668 shares; 2026Q2: 279,886 shares 279,886 $14.9M 0.15% +62,218 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,947 shares; 2024Q4: 13,890 shares; 2025Q1: 13,426 shares; 2025Q2: 14,582 shares; 2025Q3: 15,605 shares; 2025Q4: 181,066 shares; 2026Q1: 173,661 shares; 2026Q2: 208,110 shares 208,110 $14.9M 0.15% +34,449 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,768 shares; 2024Q4: 368,317 shares; 2025Q1: 250,532 shares; 2025Q2: 252,645 shares; 2025Q3: 349,587 shares; 2025Q4: 406,534 shares; 2026Q1: 430,503 shares; 2026Q2: 436,884 shares 436,884 $14.8M 0.15% +6,381 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,768 shares; 2024Q4: 75,717 shares; 2025Q1: 65,128 shares; 2025Q2: 73,401 shares; 2025Q3: 86,457 shares; 2025Q4: 84,566 shares; 2026Q1: 88,658 shares; 2026Q2: 89,084 shares 89,084 $14.8M 0.15% +426 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,612 shares; 2024Q4: 44,539 shares; 2025Q1: 43,330 shares; 2025Q2: 41,026 shares; 2025Q3: 38,741 shares; 2025Q4: 38,362 shares; 2026Q1: 38,069 shares; 2026Q2: 37,218 shares 37,218 $14.8M 0.15% -851 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,913 shares; 2024Q4: 104,321 shares; 2025Q1: 101,265 shares; 2025Q2: 99,401 shares; 2025Q3: 113,247 shares; 2025Q4: 104,525 shares; 2026Q1: 103,156 shares; 2026Q2: 100,262 shares 100,262 $14.7M 0.15% -2,894 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,509 shares; 2024Q4: 9,352 shares; 2025Q1: 9,466 shares; 2025Q2: 9,178 shares; 2025Q3: 9,395 shares; 2025Q4: 9,189 shares; 2026Q1: 9,260 shares; 2026Q2: 10,598 shares 10,598 $14.7M 0.15% +1,338 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,304 shares; 2024Q4: 77,616 shares; 2025Q1: 76,488 shares; 2025Q2: 77,006 shares; 2025Q3: 77,084 shares; 2025Q4: 72,309 shares; 2026Q1: 73,951 shares; 2026Q2: 77,885 shares 77,885 $14.6M 0.15% +3,934 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,082 shares; 2024Q4: 82,759 shares; 2025Q1: 75,547 shares; 2025Q2: 71,976 shares; 2025Q3: 75,277 shares; 2025Q4: 75,473 shares; 2026Q1: 73,205 shares; 2026Q2: 87,776 shares 87,776 $14.4M 0.15% +14,571 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,786 shares; 2024Q4: 40,299 shares; 2025Q1: 43,308 shares; 2025Q2: 44,063 shares; 2025Q3: 46,754 shares; 2025Q4: 47,393 shares; 2026Q1: 47,693 shares; 2026Q2: 47,272 shares 47,272 $14.3M 0.14% -421 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,640 shares; 2024Q4: 84,124 shares; 2025Q1: 128,512 shares; 2025Q2: 86,175 shares; 2025Q3: 100,077 shares; 2025Q4: 108,764 shares; 2026Q1: 128,788 shares; 2026Q2: 141,824 shares 141,824 $14.3M 0.14% +13,036 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,473 shares; 2024Q4: 132,589 shares; 2025Q1: 122,008 shares; 2025Q2: 117,978 shares; 2025Q3: 129,712 shares; 2025Q4: 121,665 shares; 2026Q1: 123,708 shares; 2026Q2: 174,344 shares 174,344 $14.2M 0.14% +50,636 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,354 shares; 2024Q4: 47,918 shares; 2025Q1: 45,823 shares; 2025Q2: 53,894 shares; 2025Q3: 58,231 shares; 2025Q4: 62,042 shares; 2026Q1: 56,445 shares; 2026Q2: 47,327 shares 47,327 $14.1M 0.14% -9,118 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,658 shares; 2024Q4: 22,288 shares; 2025Q1: 10,745 shares; 2025Q2: 10,590 shares; 2025Q3: 12,753 shares; 2025Q4: 12,842 shares; 2026Q1: 13,079 shares; 2026Q2: 19,432 shares 19,432 $14M 0.14% +6,353 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,888 shares; 2024Q4: 171,319 shares; 2025Q1: 161,018 shares; 2025Q2: 163,786 shares; 2025Q3: 190,425 shares; 2025Q4: 196,716 shares; 2026Q1: 113,014 shares; 2026Q2: 108,575 shares 108,575 $14M 0.14% -4,439 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,421 shares; 2024Q4: 34,330 shares; 2025Q1: 31,408 shares; 2025Q2: 31,382 shares; 2025Q3: 31,721 shares; 2025Q4: 31,256 shares; 2026Q1: 30,430 shares; 2026Q2: 33,599 shares 33,599 $13.8M 0.14% +3,169 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,268 shares; 2024Q4: 173,408 shares; 2025Q1: 179,402 shares; 2025Q2: 145,095 shares; 2025Q3: 193,080 shares; 2025Q4: 261,447 shares; 2026Q1: 264,905 shares; 2026Q2: 271,735 shares 271,735 $13.7M 0.14% +6,830 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,580 shares; 2025Q1: 25,120 shares; 2025Q2: 25,780 shares; 2025Q3: 26,945 shares; 2025Q4: 32,795 shares; 2026Q1: 138,491 shares; 2026Q2: 530,548 shares 530,548 $13.4M 0.13% +392,057 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,540 shares; 2024Q4: 68,401 shares; 2025Q1: 144,217 shares; 2025Q2: 148,598 shares; 2025Q3: 143,997 shares; 2025Q4: 138,848 shares; 2026Q1: 147,708 shares; 2026Q2: 150,187 shares 150,187 $13.4M 0.13% +2,479 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,183 shares; 2024Q4: 68,707 shares; 2025Q1: 413,131 shares; 2025Q2: 397,397 shares; 2025Q3: 386,126 shares; 2025Q4: 447,000 shares; 2026Q1: 488,842 shares; 2026Q2: 527,531 shares 527,531 $13.3M 0.13% +38,689 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,788 shares; 2025Q3: 230,994 shares; 2025Q4: 238,037 shares; 2026Q1: 273,351 shares; 2026Q2: 286,343 shares 286,343 $13M 0.13% +12,992 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,261 shares; 2024Q4: 76,077 shares; 2025Q1: 81,065 shares; 2025Q2: 84,235 shares; 2025Q3: 106,985 shares; 2025Q4: 122,553 shares; 2026Q1: 121,919 shares; 2026Q2: 129,055 shares 129,055 $13M 0.13% +7,136 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,551 shares; 2024Q4: 16,257 shares; 2025Q1: 17,444 shares; 2025Q2: 17,087 shares; 2025Q3: 202,272 shares; 2025Q4: 224,766 shares; 2026Q1: 227,912 shares; 2026Q2: 170,547 shares 170,547 $13M 0.13% -57,365 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,366 shares; 2024Q4: 28,537 shares; 2025Q1: 25,566 shares; 2025Q2: 26,517 shares; 2025Q3: 27,641 shares; 2025Q4: 28,042 shares; 2026Q1: 27,863 shares; 2026Q2: 25,149 shares 25,149 $12.9M 0.13% -2,714 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,975 shares; 2024Q4: 64,154 shares; 2025Q1: 62,233 shares; 2025Q2: 62,069 shares; 2025Q3: 64,059 shares; 2025Q4: 66,018 shares; 2026Q1: 62,067 shares; 2026Q2: 59,082 shares 59,082 $12.9M 0.13% -2,985 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,274 shares; 2024Q4: 13,304 shares; 2025Q1: 11,961 shares; 2025Q2: 11,254 shares; 2025Q3: 11,426 shares; 2025Q4: 11,419 shares; 2026Q1: 11,347 shares; 2026Q2: 11,386 shares 11,386 $12.9M 0.13% +39 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,144 shares; 2024Q4: 16,744 shares; 2025Q1: 20,392 shares; 2025Q2: 23,787 shares; 2025Q3: 28,217 shares; 2025Q4: 39,514 shares; 2026Q1: 34,704 shares; 2026Q2: 42,657 shares 42,657 $12.7M 0.13% +7,953 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,753 shares; 2024Q4: 133,554 shares; 2025Q1: 123,030 shares; 2025Q2: 124,246 shares; 2025Q3: 117,436 shares; 2025Q4: 108,890 shares; 2026Q1: 110,745 shares; 2026Q2: 115,040 shares 115,040 $12.7M 0.13% +4,295 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,568 shares; 2024Q4: 26,112 shares; 2025Q1: 25,875 shares; 2025Q2: 24,814 shares; 2025Q3: 25,888 shares; 2025Q4: 24,429 shares; 2026Q1: 24,559 shares; 2026Q2: 25,123 shares 25,123 $12.6M 0.13% +564 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,226 shares; 2024Q4: 6,062 shares; 2025Q1: 5,826 shares; 2025Q2: 5,519 shares; 2025Q3: 9,461 shares; 2025Q4: 9,577 shares; 2026Q1: 9,722 shares; 2026Q2: 12,384 shares 12,384 $12.5M 0.13% +2,662 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,682 shares; 2024Q4: 39,225 shares; 2025Q1: 38,653 shares; 2025Q2: 38,921 shares; 2025Q3: 39,973 shares; 2025Q4: 39,279 shares; 2026Q1: 38,673 shares; 2026Q2: 151,599 shares 151,599 $12.2M 0.12% +112,926 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,839 shares; 2024Q4: 16,821 shares; 2025Q1: 14,726 shares; 2025Q2: 14,299 shares; 2025Q3: 15,417 shares; 2025Q4: 15,211 shares; 2026Q1: 14,445 shares; 2026Q2: 23,341 shares 23,341 $12.2M 0.12% +8,896 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,447 shares; 2024Q4: 27,541 shares; 2025Q1: 24,635 shares; 2025Q2: 83,082 shares; 2025Q3: 186,068 shares; 2025Q4: 273,120 shares; 2026Q1: 299,200 shares; 2026Q2: 320,615 shares 320,615 $12.2M 0.12% +21,415 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,005 shares; 2024Q4: 364,797 shares; 2025Q1: 340,309 shares; 2025Q2: 342,599 shares; 2025Q3: 438,244 shares; 2025Q4: 446,351 shares; 2026Q1: 458,958 shares; 2026Q2: 433,686 shares 433,686 $12M 0.12% -25,272 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,881 shares; 2024Q4: 462,269 shares; 2025Q1: 455,316 shares; 2025Q2: 443,723 shares; 2025Q3: 410,540 shares; 2025Q4: 405,328 shares; 2026Q1: 408,940 shares; 2026Q2: 403,291 shares 403,291 $12M 0.12% -5,649 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,781 shares; 2024Q4: 291,320 shares; 2025Q1: 254,339 shares; 2025Q2: 311,367 shares; 2025Q3: 312,446 shares; 2025Q4: 307,587 shares; 2026Q1: 217,162 shares; 2026Q2: 218,585 shares 218,585 $11.9M 0.12% +1,423 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,127 shares; 2024Q4: 139,401 shares; 2025Q1: 132,032 shares; 2025Q2: 492,949 shares; 2025Q3: 575,065 shares; 2025Q4: 639,734 shares; 2026Q1: 485,447 shares; 2026Q2: 390,866 shares 390,866 $11.9M 0.12% -94,581 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,179 shares; 2024Q4: 32,187 shares; 2025Q1: 32,391 shares; 2025Q2: 31,837 shares; 2025Q3: 31,910 shares; 2025Q4: 31,973 shares; 2026Q1: 32,142 shares; 2026Q2: 33,283 shares 33,283 $11.9M 0.12% +1,141 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503,508 shares; 2024Q4: 512,324 shares; 2025Q1: 440,306 shares; 2025Q2: 556,136 shares; 2025Q3: 543,411 shares; 2025Q4: 473,975 shares; 2026Q1: 191,549 shares; 2026Q2: 199,180 shares 199,180 $11.7M 0.12% +7,631 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,495 shares; 2024Q4: 198,781 shares; 2025Q1: 188,827 shares; 2025Q2: 193,920 shares; 2025Q3: 204,942 shares; 2025Q4: 210,089 shares; 2026Q1: 213,193 shares; 2026Q2: 202,828 shares 202,828 $11.7M 0.12% -10,365 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,909 shares; 2024Q4: 217,900 shares; 2025Q1: 204,083 shares; 2025Q2: 206,934 shares; 2025Q3: 199,612 shares; 2025Q4: 196,917 shares; 2026Q1: 193,113 shares; 2026Q2: 202,756 shares 202,756 $11.7M 0.12% +9,643 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,413 shares; 2026Q2: 365,691 shares 365,691 $11.6M 0.12% +357,278 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 281,855 shares; 2026Q1: 324,507 shares; 2026Q2: 395,385 shares 395,385 $11.6M 0.12% +70,878 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,821 shares; 2024Q4: 37,942 shares; 2025Q1: 32,999 shares; 2025Q2: 31,992 shares; 2025Q3: 32,025 shares; 2025Q4: 495,743 shares; 2026Q1: 517,913 shares; 2026Q2: 533,453 shares 533,453 $11.5M 0.12% +15,540 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,511 shares; 2024Q4: 170,160 shares; 2025Q1: 159,109 shares; 2025Q2: 156,215 shares; 2025Q3: 154,211 shares; 2025Q4: 154,559 shares; 2026Q1: 152,481 shares; 2026Q2: 149,627 shares 149,627 $11.4M 0.11% -2,854 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,562 shares; 2025Q2: 6,690 shares; 2025Q3: 7,223 shares; 2025Q4: 7,290 shares; 2026Q1: 10,539 shares; 2026Q2: 225,336 shares 225,336 $11.3M 0.11% +214,797 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,495 shares; 2024Q4: 8,690 shares; 2025Q1: 8,712 shares; 2025Q2: 8,568 shares; 2025Q3: 8,659 shares; 2025Q4: 9,011 shares; 2026Q1: 9,355 shares; 2026Q2: 9,738 shares 9,738 $11.3M 0.11% +383 APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,410 shares; 2024Q4: 8,160 shares; 2025Q1: 8,601 shares; 2025Q2: 20,560 shares; 2025Q3: 27,831 shares; 2025Q4: 28,104 shares; 2026Q1: 22,818 shares; 2026Q2: 21,758 shares 21,758 $11.2M 0.11% -1,060 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,583 shares; 2025Q2: 95,310 shares; 2025Q3: 115,570 shares; 2025Q4: 135,091 shares; 2026Q1: 308,317 shares; 2026Q2: 184,568 shares 184,568 $11M 0.11% -123,749 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,847 shares; 2024Q4: 40,057 shares; 2025Q1: 33,700 shares; 2025Q2: 33,061 shares; 2025Q3: 32,949 shares; 2025Q4: 32,970 shares; 2026Q1: 31,718 shares; 2026Q2: 31,672 shares 31,672 $10.9M 0.11% -46 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,565 shares; 2024Q4: 457,678 shares; 2025Q1: 416,232 shares; 2025Q2: 512,616 shares; 2025Q3: 525,238 shares; 2025Q4: 533,662 shares; 2026Q1: 525,788 shares; 2026Q2: 527,617 shares 527,617 $10.8M 0.11% +1,829 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,434 shares; 2024Q4: 25,199 shares; 2025Q1: 22,668 shares; 2025Q2: 35,534 shares; 2025Q3: 43,926 shares; 2025Q4: 36,479 shares; 2026Q1: 36,617 shares; 2026Q2: 59,679 shares 59,679 $10.8M 0.11% +23,062 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,912 shares; 2024Q4: 13,792 shares; 2025Q1: 12,637 shares; 2025Q2: 13,022 shares; 2025Q3: 12,971 shares; 2025Q4: 13,846 shares; 2026Q1: 14,296 shares; 2026Q2: 16,808 shares 16,808 $10.8M 0.11% +2,512 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,320 shares; 2024Q4: 46,426 shares; 2025Q1: 46,842 shares; 2025Q2: 31,658 shares; 2025Q3: 36,216 shares; 2025Q4: 44,522 shares; 2026Q1: 46,121 shares; 2026Q2: 43,134 shares 43,134 $10.6M 0.11% -2,987 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,714 shares; 2024Q4: 348,025 shares; 2025Q1: 355,644 shares; 2025Q2: 370,984 shares; 2025Q3: 391,901 shares; 2025Q4: 766,042 shares; 2026Q1: 422,572 shares; 2026Q2: 470,785 shares 470,785 $10.5M 0.11% +48,213 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204,623 shares 204,623 $10.4M 0.1% new Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 557,930 shares; 2025Q1: 758,455 shares; 2025Q2: 132,833 shares; 2025Q3: 34,351 shares; 2025Q4: 19,185 shares; 2026Q1: 20,327 shares; 2026Q2: 550,696 shares 550,696 $10.4M 0.1% +530,369 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,446 shares; 2024Q4: 115,229 shares; 2025Q1: 106,183 shares; 2025Q2: 100,897 shares; 2025Q3: 101,167 shares; 2025Q4: 99,591 shares; 2026Q1: 97,193 shares; 2026Q2: 90,500 shares 90,500 $10.4M 0.1% -6,693 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,284 shares; 2024Q4: 63,459 shares; 2025Q1: 65,377 shares; 2025Q2: 65,747 shares; 2025Q3: 65,558 shares; 2025Q4: 64,150 shares; 2026Q1: 53,991 shares; 2026Q2: 48,462 shares 48,462 $10.3M 0.1% -5,529 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,518 shares; 2024Q4: 84,014 shares; 2025Q1: 79,417 shares; 2025Q2: 83,878 shares; 2025Q3: 98,455 shares; 2025Q4: 96,146 shares; 2026Q1: 84,091 shares; 2026Q2: 81,521 shares 81,521 $10.3M 0.1% -2,570 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,484 shares; 2025Q2: 156,635 shares; 2025Q3: 159,756 shares; 2025Q4: 162,900 shares; 2026Q1: 185,182 shares; 2026Q2: 205,946 shares 205,946 $10.3M 0.1% +20,764 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,499 shares; 2024Q4: 20,247 shares; 2025Q1: 19,830 shares; 2025Q2: 19,734 shares; 2025Q3: 42,816 shares; 2025Q4: 52,300 shares; 2026Q1: 50,794 shares; 2026Q2: 55,425 shares 55,425 $10.3M 0.1% +4,631 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,651 shares; 2024Q4: 101,556 shares; 2025Q1: 103,765 shares; 2025Q2: 205,910 shares; 2025Q3: 218,214 shares; 2025Q4: 225,294 shares; 2026Q1: 221,521 shares; 2026Q2: 212,143 shares 212,143 $10.2M 0.1% -9,378 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,715 shares; 2024Q4: 31,889 shares; 2025Q1: 29,950 shares; 2025Q2: 31,706 shares; 2025Q3: 30,741 shares; 2025Q4: 37,934 shares; 2026Q1: 34,564 shares; 2026Q2: 29,528 shares 29,528 $10.2M 0.1% -5,036 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 514,305 shares; 2026Q1: 267,778 shares; 2026Q2: 188,841 shares 188,841 $10M 0.1% -78,937 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222,734 shares 222,734 $10M 0.1% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,135 shares; 2024Q4: 110,706 shares; 2025Q1: 107,686 shares; 2025Q2: 108,276 shares; 2025Q3: 111,078 shares; 2025Q4: 128,304 shares; 2026Q1: 131,220 shares; 2026Q2: 142,098 shares 142,098 $9.93M 0.1% +10,878 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,956 shares; 2024Q4: 30,439 shares; 2025Q1: 61,486 shares; 2025Q2: 79,791 shares; 2025Q3: 117,465 shares; 2025Q4: 149,533 shares; 2026Q1: 169,546 shares; 2026Q2: 210,137 shares 210,137 $9.92M 0.1% +40,591 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,964 shares; 2024Q4: 26,257 shares; 2025Q1: 26,710 shares; 2025Q2: 254,422 shares; 2025Q3: 294,959 shares; 2025Q4: 324,300 shares; 2026Q1: 65,001 shares; 2026Q2: 63,050 shares 63,050 $9.9M 0.1% -1,951 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,714 shares; 2024Q4: 99,810 shares; 2025Q1: 106,098 shares; 2025Q2: 104,715 shares; 2025Q3: 112,383 shares; 2025Q4: 108,262 shares; 2026Q1: 123,003 shares; 2026Q2: 113,947 shares 113,947 $9.85M 0.1% -9,056 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,691 shares; 2024Q4: 61,423 shares; 2025Q1: 105,674 shares; 2025Q2: 103,792 shares; 2025Q3: 107,567 shares; 2025Q4: 117,980 shares; 2026Q1: 209,621 shares; 2026Q2: 254,078 shares 254,078 $9.8M 0.1% +44,457 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,626 shares; 2024Q4: 4,249 shares; 2025Q1: 3,784 shares; 2025Q2: 2,559 shares; 2025Q3: 2,870 shares; 2025Q4: 2,859 shares; 2026Q1: 2,904 shares; 2026Q2: 32,489 shares 32,489 $9.8M 0.1% +29,585 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,310 shares; 2024Q4: 17,967 shares; 2025Q1: 16,834 shares; 2025Q2: 18,033 shares; 2025Q3: 21,853 shares; 2025Q4: 22,818 shares; 2026Q1: 22,403 shares; 2026Q2: 26,188 shares 26,188 $9.79M 0.1% +3,785 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,085 shares; 2024Q4: 93,747 shares; 2025Q1: 98,796 shares; 2025Q2: 102,562 shares; 2025Q3: 104,477 shares; 2025Q4: 100,983 shares; 2026Q1: 93,906 shares; 2026Q2: 83,473 shares 83,473 $9.75M 0.1% -10,433 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,881 shares; 2024Q4: 304,153 shares; 2025Q1: 267,308 shares; 2025Q2: 266,616 shares; 2025Q3: 270,353 shares; 2025Q4: 279,636 shares; 2026Q1: 279,264 shares; 2026Q2: 278,915 shares 278,915 $9.67M 0.1% -349 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,152 shares; 2024Q4: 82,933 shares; 2025Q1: 73,550 shares; 2025Q2: 79,278 shares; 2025Q3: 93,264 shares; 2025Q4: 90,953 shares; 2026Q1: 89,580 shares; 2026Q2: 109,916 shares 109,916 $9.65M 0.1% +20,336 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,316 shares; 2024Q4: 140,488 shares; 2025Q1: 184,500 shares; 2025Q2: 191,060 shares; 2025Q3: 194,659 shares; 2025Q4: 133,449 shares; 2026Q1: 114,560 shares; 2026Q2: 100,714 shares 100,714 $9.63M 0.1% -13,846 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,851 shares; 2026Q2: 120,079 shares 120,079 $9.51M 0.1% +11,228 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,704 shares; 2024Q4: 77,450 shares; 2025Q1: 72,157 shares; 2025Q2: 72,210 shares; 2025Q3: 73,559 shares; 2025Q4: 69,515 shares; 2026Q1: 68,596 shares; 2026Q2: 69,687 shares 69,687 $9.44M 0.1% +1,091 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,362 shares 200,362 $9.43M 0.09% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,453 shares; 2024Q4: 29,147 shares; 2025Q1: 30,542 shares; 2025Q2: 31,992 shares; 2025Q3: 32,019 shares; 2025Q4: 30,957 shares; 2026Q1: 27,487 shares; 2026Q2: 23,374 shares 23,374 $9.41M 0.09% -4,113 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,029 shares; 2024Q4: 27,134 shares; 2025Q1: 25,346 shares; 2025Q2: 28,245 shares; 2025Q3: 31,290 shares; 2025Q4: 31,437 shares; 2026Q1: 33,919 shares; 2026Q2: 25,957 shares 25,957 $9.4M 0.09% -7,962 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,573 shares; 2024Q4: 38,840 shares; 2025Q1: 52,960 shares; 2025Q2: 54,006 shares; 2025Q3: 60,893 shares; 2025Q4: 58,018 shares; 2026Q1: 55,450 shares; 2026Q2: 64,174 shares 64,174 $9.4M 0.09% +8,724 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,818 shares; 2024Q4: 14,448 shares; 2025Q1: 16,583 shares; 2025Q2: 17,074 shares; 2025Q3: 17,196 shares; 2025Q4: 16,391 shares; 2026Q1: 73,823 shares; 2026Q2: 95,139 shares 95,139 $9.34M 0.09% +21,316 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,873 shares; 2024Q4: 30,438 shares; 2025Q1: 30,407 shares; 2025Q2: 29,148 shares; 2025Q3: 31,282 shares; 2025Q4: 30,901 shares; 2026Q1: 27,067 shares; 2026Q2: 27,221 shares 27,221 $9.21M 0.09% +154 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,427 shares; 2024Q4: 25,689 shares; 2025Q1: 24,136 shares; 2025Q2: 25,780 shares; 2025Q3: 32,091 shares; 2025Q4: 37,553 shares; 2026Q1: 38,420 shares; 2026Q2: 42,047 shares 42,047 $9.1M 0.09% +3,627 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,700 shares; 2024Q4: 34,231 shares; 2025Q1: 31,030 shares; 2025Q2: 33,240 shares; 2025Q3: 37,492 shares; 2025Q4: 43,507 shares; 2026Q1: 43,531 shares; 2026Q2: 59,513 shares 59,513 $9.02M 0.09% +15,982 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,074 shares; 2024Q4: 112,092 shares; 2025Q1: 103,663 shares; 2025Q2: 98,604 shares; 2025Q3: 98,266 shares; 2025Q4: 94,218 shares; 2026Q1: 93,648 shares; 2026Q2: 93,534 shares 93,534 $9M 0.09% -114 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,745 shares; 2024Q4: 76,476 shares; 2025Q1: 112,892 shares; 2025Q2: 114,270 shares; 2025Q3: 114,241 shares; 2025Q4: 111,429 shares; 2026Q1: 94,933 shares; 2026Q2: 108,617 shares 108,617 $8.98M 0.09% +13,684 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,238 shares; 2025Q1: 83,152 shares; 2025Q2: 138,721 shares; 2025Q3: 367,528 shares; 2025Q4: 380,358 shares; 2026Q1: 389,445 shares; 2026Q2: 389,167 shares 389,167 $8.81M 0.09% -278 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,876 shares; 2024Q4: 5,784 shares; 2025Q1: 5,789 shares; 2025Q2: 5,867 shares; 2025Q3: 5,821 shares; 2025Q4: 18,211 shares; 2026Q1: 19,372 shares; 2026Q2: 19,974 shares 19,974 $8.74M 0.09% +602 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,464 shares; 2024Q4: 38,917 shares; 2025Q1: 38,941 shares; 2025Q2: 38,499 shares; 2025Q3: 37,646 shares; 2025Q4: 41,872 shares; 2026Q1: 39,399 shares; 2026Q2: 38,721 shares 38,721 $8.73M 0.09% -678 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,663 shares; 2024Q4: 17,993 shares; 2025Q1: 17,381 shares; 2025Q2: 16,997 shares; 2025Q3: 17,330 shares; 2025Q4: 19,453 shares; 2026Q1: 18,664 shares; 2026Q2: 21,939 shares 21,939 $8.72M 0.09% +3,275 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,425 shares; 2024Q4: 13,586 shares; 2025Q1: 13,875 shares; 2025Q2: 14,364 shares; 2025Q3: 14,115 shares; 2025Q4: 13,756 shares; 2026Q1: 12,830 shares; 2026Q2: 10,893 shares 10,893 $8.66M 0.09% -1,937 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,451 shares; 2024Q4: 110,324 shares; 2025Q1: 99,648 shares; 2025Q2: 98,796 shares; 2025Q3: 95,964 shares; 2025Q4: 144,980 shares; 2026Q1: 174,117 shares; 2026Q2: 89,198 shares 89,198 $8.6M 0.09% -84,919 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,918 shares; 2024Q4: 48,401 shares; 2025Q1: 62,736 shares; 2025Q2: 69,103 shares; 2025Q3: 72,045 shares; 2025Q4: 75,049 shares; 2026Q1: 62,735 shares; 2026Q2: 76,272 shares 76,272 $8.55M 0.09% +13,537 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,370 shares; 2024Q4: 113,924 shares; 2025Q1: 107,911 shares; 2025Q2: 109,462 shares; 2025Q3: 115,844 shares; 2025Q4: 122,965 shares; 2026Q1: 122,194 shares; 2026Q2: 94,178 shares 94,178 $8.55M 0.09% -28,016 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,462 shares; 2024Q4: 24,084 shares; 2025Q1: 23,447 shares; 2025Q2: 29,178 shares; 2025Q3: 210,553 shares; 2025Q4: 244,248 shares; 2026Q1: 173,629 shares; 2026Q2: 123,323 shares 123,323 $8.44M 0.08% -50,306 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,411 shares; 2024Q4: 23,487 shares; 2025Q1: 21,901 shares; 2025Q2: 26,780 shares; 2025Q3: 26,776 shares; 2025Q4: 25,656 shares; 2026Q1: 22,938 shares; 2026Q2: 44,777 shares 44,777 $8.29M 0.08% +21,839 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,619 shares 88,619 $8.29M 0.08% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,658 shares; 2024Q4: 121,486 shares; 2025Q1: 119,945 shares; 2025Q2: 119,679 shares; 2025Q3: 145,564 shares; 2025Q4: 123,576 shares; 2026Q1: 125,364 shares; 2026Q2: 121,818 shares 121,818 $8.23M 0.08% -3,546 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,862 shares; 2024Q4: 117,791 shares; 2025Q1: 122,266 shares; 2025Q2: 133,580 shares; 2025Q3: 142,371 shares; 2025Q4: 125,682 shares; 2026Q1: 157,056 shares; 2026Q2: 133,710 shares 133,710 $8.22M 0.08% -23,346 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,718 shares; 2024Q4: 23,119 shares; 2025Q1: 24,004 shares; 2025Q2: 24,952 shares; 2025Q3: 25,107 shares; 2025Q4: 25,232 shares; 2026Q1: 22,794 shares; 2026Q2: 19,619 shares 19,619 $8.18M 0.08% -3,175 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,550 shares; 2024Q4: 45,073 shares; 2025Q1: 47,929 shares; 2025Q2: 54,828 shares; 2025Q3: 82,495 shares; 2025Q4: 98,030 shares; 2026Q1: 98,780 shares; 2026Q2: 106,688 shares 106,688 $8.17M 0.08% +7,908 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,530 shares; 2024Q4: 72,312 shares; 2025Q1: 50,389 shares; 2025Q2: 49,027 shares; 2025Q3: 53,494 shares; 2025Q4: 53,463 shares; 2026Q1: 53,070 shares; 2026Q2: 53,168 shares 53,168 $8.09M 0.08% +98 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,268 shares; 2024Q4: 41,174 shares; 2025Q1: 40,388 shares; 2025Q2: 40,084 shares; 2025Q3: 43,013 shares; 2025Q4: 45,069 shares; 2026Q1: 45,724 shares; 2026Q2: 47,179 shares 47,179 $8.02M 0.08% +1,455 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,013 shares; 2024Q4: 146,809 shares; 2025Q1: 155,316 shares; 2025Q2: 167,071 shares; 2025Q3: 154,263 shares; 2025Q4: 160,519 shares; 2026Q1: 160,798 shares; 2026Q2: 162,840 shares 162,840 $8.01M 0.08% +2,042 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,456 shares; 2024Q4: 80,175 shares; 2025Q1: 82,856 shares; 2025Q2: 19,273 shares; 2025Q3: 45,336 shares; 2025Q4: 55,425 shares; 2026Q1: 56,216 shares; 2026Q2: 64,336 shares 64,336 $8M 0.08% +8,120 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,334 shares; 2025Q2: 55,867 shares; 2025Q3: 71,160 shares; 2025Q4: 82,547 shares; 2026Q1: 105,703 shares; 2026Q2: 140,708 shares 140,708 $7.99M 0.08% +35,005 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,143 shares; 2024Q4: 39,762 shares; 2025Q1: 35,997 shares; 2025Q2: 34,767 shares; 2025Q3: 36,775 shares; 2025Q4: 37,770 shares; 2026Q1: 37,426 shares; 2026Q2: 36,044 shares 36,044 $7.95M 0.08% -1,382 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,413 shares; 2024Q4: 142,238 shares; 2025Q1: 155,248 shares; 2025Q2: 146,019 shares; 2025Q3: 146,738 shares; 2025Q4: 149,946 shares; 2026Q1: 165,614 shares; 2026Q2: 187,042 shares 187,042 $7.9M 0.08% +21,428 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,341 shares; 2024Q4: 6,279 shares; 2025Q1: 6,172 shares; 2025Q2: 5,819 shares; 2025Q3: 5,760 shares; 2025Q4: 5,995 shares; 2026Q1: 6,235 shares; 2026Q2: 6,284 shares 6,284 $7.88M 0.08% +49 ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,122 shares; 2024Q4: 12,650 shares; 2025Q1: 9,097 shares; 2025Q2: 11,145 shares; 2025Q3: 29,486 shares; 2025Q4: 44,147 shares; 2026Q1: 48,398 shares; 2026Q2: 50,082 shares 50,082 $7.86M 0.08% +1,684 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,518 shares; 2024Q4: 54,722 shares; 2025Q1: 49,181 shares; 2025Q2: 50,570 shares; 2025Q3: 47,858 shares; 2025Q4: 73,848 shares; 2026Q1: 67,685 shares; 2026Q2: 49,466 shares 49,466 $7.85M 0.08% -18,219 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,417 shares; 2024Q4: 41,649 shares; 2025Q1: 47,314 shares; 2025Q2: 68,702 shares; 2025Q3: 75,206 shares; 2025Q4: 101,267 shares; 2026Q1: 148,951 shares; 2026Q2: 152,465 shares 152,465 $7.78M 0.08% +3,514 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,665 shares; 2024Q4: 10,832 shares; 2025Q1: 10,794 shares; 2025Q2: 12,209 shares; 2025Q3: 14,474 shares; 2025Q4: 15,801 shares; 2026Q1: 16,209 shares; 2026Q2: 18,604 shares 18,604 $7.73M 0.08% +2,395 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,624 shares; 2024Q4: 9,761 shares; 2025Q1: 23,323 shares; 2025Q2: 25,403 shares; 2025Q3: 20,461 shares; 2025Q4: 24,565 shares; 2026Q1: 24,535 shares; 2026Q2: 15,770 shares 15,770 $7.62M 0.08% -8,765 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,914 shares; 2024Q4: 75,661 shares; 2025Q1: 71,548 shares; 2025Q2: 74,406 shares; 2025Q3: 79,293 shares; 2025Q4: 73,854 shares; 2026Q1: 62,726 shares; 2026Q2: 64,513 shares 64,513 $7.59M 0.08% +1,787 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,891 shares; 2024Q4: 4,892 shares; 2025Q1: 4,893 shares; 2025Q2: 4,293 shares; 2025Q3: 3,884 shares; 2025Q4: 3,861 shares; 2026Q1: 64,065 shares; 2026Q2: 66,622 shares 66,622 $7.57M 0.08% +2,557 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,811 shares; 2024Q4: 32,496 shares; 2025Q1: 20,722 shares; 2025Q2: 20,058 shares; 2025Q3: 22,077 shares; 2025Q4: 21,684 shares; 2026Q1: 20,348 shares; 2026Q2: 20,163 shares 20,163 $7.47M 0.08% -185 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,475 shares; 2024Q4: 8,296 shares; 2025Q1: 14,328 shares; 2025Q2: 16,816 shares; 2025Q3: 17,463 shares; 2025Q4: 20,016 shares; 2026Q1: 26,063 shares; 2026Q2: 38,943 shares 38,943 $7.47M 0.08% +12,880 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,276 shares; 2024Q4: 81,546 shares; 2025Q1: 74,768 shares; 2025Q2: 73,608 shares; 2025Q3: 78,728 shares; 2025Q4: 78,288 shares; 2026Q1: 75,135 shares; 2026Q2: 72,885 shares 72,885 $7.45M 0.07% -2,250 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,957 shares; 2024Q4: 98,834 shares; 2025Q1: 116,775 shares; 2025Q2: 117,104 shares; 2025Q3: 122,798 shares; 2025Q4: 141,418 shares; 2026Q1: 143,945 shares; 2026Q2: 144,165 shares 144,165 $7.36M 0.07% +220 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260,119 shares 260,119 $7.33M 0.07% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,541 shares; 2024Q4: 8,453 shares; 2025Q1: 8,556 shares; 2025Q2: 9,249 shares; 2025Q3: 10,163 shares; 2025Q4: 11,727 shares; 2026Q1: 10,467 shares; 2026Q2: 11,499 shares 11,499 $7.29M 0.07% +1,032 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,710 shares; 2024Q4: 32,839 shares; 2025Q1: 32,998 shares; 2025Q2: 38,131 shares; 2025Q3: 38,420 shares; 2025Q4: 37,101 shares; 2026Q1: 38,565 shares; 2026Q2: 42,170 shares 42,170 $7.26M 0.07% +3,605 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,684 shares; 2024Q4: 22,179 shares; 2025Q1: 19,950 shares; 2025Q2: 19,298 shares; 2025Q3: 24,851 shares; 2025Q4: 153,439 shares; 2026Q1: 156,488 shares; 2026Q2: 171,156 shares 171,156 $7.26M 0.07% +14,668 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,873 shares; 2024Q4: 13,452 shares; 2025Q1: 13,656 shares; 2025Q2: 18,659 shares; 2025Q3: 19,042 shares; 2025Q4: 19,074 shares; 2026Q1: 17,132 shares; 2026Q2: 81,696 shares 81,696 $7.18M 0.07% +64,564 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,825 shares; 2024Q4: 19,958 shares; 2025Q1: 18,647 shares; 2025Q2: 19,708 shares; 2025Q3: 17,971 shares; 2025Q4: 18,194 shares; 2026Q1: 19,976 shares; 2026Q2: 27,392 shares 27,392 $7.13M 0.07% +7,416 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,242 shares; 2024Q4: 80,733 shares; 2025Q1: 87,704 shares; 2025Q2: 103,040 shares; 2025Q3: 109,723 shares; 2025Q4: 130,211 shares; 2026Q1: 155,583 shares; 2026Q2: 172,344 shares 172,344 $7.08M 0.07% +16,761 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,629 shares; 2024Q4: 58,941 shares; 2025Q1: 57,525 shares; 2025Q2: 56,408 shares; 2025Q3: 74,589 shares; 2025Q4: 80,498 shares; 2026Q1: 75,700 shares; 2026Q2: 73,922 shares 73,922 $7.08M 0.07% -1,778 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,334 shares; 2025Q2: 46,380 shares; 2025Q3: 116,456 shares; 2025Q4: 164,128 shares; 2026Q1: 176,078 shares; 2026Q2: 187,592 shares 187,592 $7.04M 0.07% +11,514 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,976 shares; 2025Q2: 48,058 shares; 2025Q3: 117,293 shares; 2025Q4: 170,451 shares; 2026Q1: 187,004 shares; 2026Q2: 198,272 shares 198,272 $6.99M 0.07% +11,268 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,126 shares; 2024Q4: 46,638 shares; 2025Q1: 43,818 shares; 2025Q2: 47,191 shares; 2025Q3: 54,533 shares; 2025Q4: 54,308 shares; 2026Q1: 52,309 shares; 2026Q2: 54,789 shares 54,789 $6.94M 0.07% +2,480 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,637 shares; 2024Q4: 134,692 shares; 2025Q1: 83,480 shares; 2025Q2: 89,585 shares; 2025Q3: 145,111 shares; 2025Q4: 143,612 shares; 2026Q1: 120,590 shares; 2026Q2: 116,025 shares 116,025 $6.93M 0.07% -4,565 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,123 shares; 2024Q4: 20,178 shares; 2025Q1: 20,050 shares; 2025Q2: 18,880 shares; 2025Q3: 19,194 shares; 2025Q4: 19,190 shares; 2026Q1: 19,518 shares; 2026Q2: 18,741 shares 18,741 $6.85M 0.07% -777 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,088 shares; 2024Q4: 56,338 shares; 2025Q1: 56,402 shares; 2025Q2: 82,451 shares; 2025Q3: 91,901 shares; 2025Q4: 87,836 shares; 2026Q1: 72,820 shares; 2026Q2: 76,258 shares 76,258 $6.85M 0.07% +3,438 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,468 shares; 2024Q4: 99,712 shares; 2025Q1: 121,616 shares; 2025Q2: 156,702 shares; 2025Q3: 125,053 shares; 2025Q4: 65,286 shares; 2026Q1: 58,182 shares; 2026Q2: 60,450 shares 60,450 $6.82M 0.07% +2,268 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,593 shares; 2024Q4: 69,716 shares; 2025Q1: 69,379 shares; 2025Q2: 70,773 shares; 2025Q3: 125,178 shares; 2025Q4: 135,176 shares; 2026Q1: 121,572 shares; 2026Q2: 124,517 shares 124,517 $6.73M 0.07% +2,945 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,193 shares; 2024Q4: 46,107 shares; 2025Q1: 43,518 shares; 2025Q2: 23,933 shares; 2025Q3: 41,148 shares; 2025Q4: 66,886 shares; 2026Q1: 55,467 shares; 2026Q2: 62,942 shares 62,942 $6.7M 0.07% +7,475 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,205 shares 39,205 $6.7M 0.07% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,696 shares; 2025Q3: 28,815 shares; 2025Q4: 55,238 shares; 2026Q1: 113,569 shares; 2026Q2: 120,167 shares 120,167 $6.68M 0.07% +6,598 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,890 shares; 2024Q4: 24,451 shares; 2025Q1: 17,717 shares; 2025Q2: 23,112 shares; 2025Q3: 123,810 shares; 2025Q4: 144,709 shares; 2026Q1: 28,386 shares; 2026Q2: 64,054 shares 64,054 $6.65M 0.07% +35,668 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 107,602 shares; 2025Q1: 143,111 shares; 2025Q2: 145,415 shares; 2025Q3: 145,929 shares; 2025Q4: 144,497 shares; 2026Q1: 147,906 shares; 2026Q2: 150,813 shares 150,813 $6.61M 0.07% +2,907 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,383 shares; 2024Q4: 20,970 shares; 2025Q1: 21,458 shares; 2025Q2: 22,657 shares; 2025Q3: 25,706 shares; 2025Q4: 25,422 shares; 2026Q1: 25,524 shares; 2026Q2: 22,422 shares 22,422 $6.57M 0.07% -3,102 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,454 shares; 2024Q4: 70,225 shares; 2025Q1: 74,494 shares; 2025Q2: 80,675 shares; 2025Q3: 85,098 shares; 2025Q4: 81,634 shares; 2026Q1: 111,571 shares; 2026Q2: 112,264 shares 112,264 $6.53M 0.07% +693 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,239 shares; 2024Q4: 2,441 shares; 2025Q1: 2,161 shares; 2025Q2: not reported; 2025Q3: 8,507 shares; 2025Q4: 6,104 shares; 2026Q1: 1,502 shares; 2026Q2: 32,103 shares 32,103 $6.41M 0.06% +30,601 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,003 shares; 2024Q4: 21,804 shares; 2025Q1: 20,810 shares; 2025Q2: 23,734 shares; 2025Q3: 60,233 shares; 2025Q4: 68,893 shares; 2026Q1: 52,784 shares; 2026Q2: 63,590 shares 63,590 $6.38M 0.06% +10,806 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,461 shares; 2024Q4: 50,901 shares; 2025Q1: 58,862 shares; 2025Q2: 62,905 shares; 2025Q3: 63,927 shares; 2025Q4: 60,888 shares; 2026Q1: 55,437 shares; 2026Q2: 48,183 shares 48,183 $6.34M 0.06% -7,254 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,557 shares; 2024Q4: 58,801 shares; 2025Q1: 58,849 shares; 2025Q2: 63,278 shares; 2025Q3: 103,835 shares; 2025Q4: 90,741 shares; 2026Q1: 79,687 shares; 2026Q2: 87,026 shares 87,026 $6.26M 0.06% +7,339 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,034 shares; 2024Q4: 77,681 shares; 2025Q1: 72,225 shares; 2025Q2: 88,812 shares; 2025Q3: 90,519 shares; 2025Q4: 94,826 shares; 2026Q1: 99,442 shares; 2026Q2: 120,928 shares 120,928 $6.25M 0.06% +21,486 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,610 shares; 2026Q2: 124,446 shares 124,446 $6.2M 0.06% +836 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,442 shares; 2024Q4: 177,771 shares; 2025Q1: 233,139 shares; 2025Q2: 234,479 shares; 2025Q3: 220,962 shares; 2025Q4: 222,952 shares; 2026Q1: 134,503 shares; 2026Q2: 141,861 shares 141,861 $6.12M 0.06% +7,358 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,909 shares; 2024Q4: 56,222 shares; 2025Q1: 57,449 shares; 2025Q2: 69,631 shares; 2025Q3: 70,030 shares; 2025Q4: 66,958 shares; 2026Q1: 65,711 shares; 2026Q2: 49,032 shares 49,032 $6.1M 0.06% -16,679 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,677 shares; 2024Q4: 26,220 shares; 2025Q1: 26,335 shares; 2025Q2: 25,468 shares; 2025Q3: 25,350 shares; 2025Q4: 25,320 shares; 2026Q1: 24,391 shares; 2026Q2: 22,504 shares 22,504 $6.09M 0.06% -1,887 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,796 shares; 2024Q4: 51,409 shares; 2025Q1: 59,160 shares; 2025Q2: 73,145 shares; 2025Q3: 86,724 shares; 2025Q4: 89,397 shares; 2026Q1: 89,464 shares; 2026Q2: 91,961 shares 91,961 $6.03M 0.06% +2,497 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,667 shares; 2025Q4: 16,764 shares; 2026Q1: 21,345 shares; 2026Q2: 22,995 shares 22,995 $6M 0.06% +1,650 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,337 shares; 2024Q4: 148,344 shares; 2025Q1: 149,994 shares; 2025Q2: 154,904 shares; 2025Q3: 166,000 shares; 2025Q4: 175,082 shares; 2026Q1: 175,736 shares; 2026Q2: 178,742 shares 178,742 $5.98M 0.06% +3,006 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,098 shares; 2024Q4: 140,134 shares; 2025Q1: 128,207 shares; 2025Q2: 215,383 shares; 2025Q3: 140,691 shares; 2025Q4: 123,111 shares; 2026Q1: 113,279 shares; 2026Q2: 111,080 shares 111,080 $5.96M 0.06% -2,199 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,562 shares; 2024Q4: 11,487 shares; 2025Q1: 9,097 shares; 2025Q2: 9,493 shares; 2025Q3: 11,254 shares; 2025Q4: 11,235 shares; 2026Q1: 11,674 shares; 2026Q2: 11,687 shares 11,687 $5.95M 0.06% +13 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,092 shares; 2024Q4: 59,173 shares; 2025Q1: 54,295 shares; 2025Q2: 51,638 shares; 2025Q3: 82,670 shares; 2025Q4: 97,121 shares; 2026Q1: 78,337 shares; 2026Q2: 78,679 shares 78,679 $5.94M 0.06% +342 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,249 shares; 2024Q4: 292,671 shares; 2025Q1: 216,927 shares; 2025Q2: 213,068 shares; 2025Q3: 204,594 shares; 2025Q4: 239,054 shares; 2026Q1: 192,431 shares; 2026Q2: 117,526 shares 117,526 $5.92M 0.06% -74,905 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,079 shares; 2024Q4: 140,158 shares; 2025Q1: 138,045 shares; 2025Q2: 137,913 shares; 2025Q3: 146,162 shares; 2025Q4: 150,393 shares; 2026Q1: 110,600 shares; 2026Q2: 110,404 shares 110,404 $5.9M 0.06% -196 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,782 shares; 2024Q4: 98,191 shares; 2025Q1: 98,936 shares; 2025Q2: 99,505 shares; 2025Q3: 97,037 shares; 2025Q4: 93,846 shares; 2026Q1: 94,583 shares; 2026Q2: 121,152 shares 121,152 $5.9M 0.06% +26,569 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,596 shares; 2024Q4: 312,772 shares; 2025Q1: 257,349 shares; 2025Q2: 280,511 shares; 2025Q3: 304,377 shares; 2025Q4: 358,929 shares; 2026Q1: 326,264 shares; 2026Q2: 306,873 shares 306,873 $5.87M 0.06% -19,391 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418,640 shares; 2024Q4: 335,840 shares; 2025Q1: 310,000 shares; 2025Q2: 220,000 shares; 2025Q3: 229,000 shares; 2025Q4: 409,000 shares; 2026Q1: 408,000 shares; 2026Q2: 408,000 shares 408,000 $5.85M 0.06% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,264 shares; 2026Q2: 2,569 shares 2,569 $5.84M 0.06% -695 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,186 shares; 2024Q4: 34,019 shares; 2025Q1: 38,531 shares; 2025Q2: 41,409 shares; 2025Q3: 40,203 shares; 2025Q4: 39,609 shares; 2026Q1: 39,760 shares; 2026Q2: 39,903 shares 39,903 $5.84M 0.06% +143 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,357 shares; 2024Q4: 13,056 shares; 2025Q1: 14,612 shares; 2025Q2: 14,325 shares; 2025Q3: 16,207 shares; 2025Q4: 15,372 shares; 2026Q1: 15,783 shares; 2026Q2: 20,062 shares 20,062 $5.73M 0.06% +4,279 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,890 shares; 2024Q4: 25,675 shares; 2025Q1: 23,125 shares; 2025Q2: 22,931 shares; 2025Q3: 25,389 shares; 2025Q4: 25,992 shares; 2026Q1: 27,006 shares; 2026Q2: 27,390 shares 27,390 $5.73M 0.06% +384 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,394 shares; 2024Q4: 7,555 shares; 2025Q1: 6,535 shares; 2025Q2: 6,339 shares; 2025Q3: 8,252 shares; 2025Q4: 7,407 shares; 2026Q1: 21,177 shares; 2026Q2: 20,509 shares 20,509 $5.71M 0.06% -668 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,904 shares; 2025Q3: 122,956 shares; 2025Q4: 176,954 shares; 2026Q1: 188,059 shares; 2026Q2: 208,913 shares 208,913 $5.71M 0.06% +20,854 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,290 shares; 2024Q4: 95,505 shares; 2025Q1: 97,075 shares; 2025Q2: 104,502 shares; 2025Q3: 110,242 shares; 2025Q4: 111,383 shares; 2026Q1: 100,149 shares; 2026Q2: 91,698 shares 91,698 $5.68M 0.06% -8,451 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,202 shares; 2024Q4: 5,895 shares; 2025Q1: 4,173 shares; 2025Q2: 3,804 shares; 2025Q3: 4,206 shares; 2025Q4: 5,646 shares; 2026Q1: 6,478 shares; 2026Q2: 5,879 shares 5,879 $5.67M 0.06% -599 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,191 shares; 2024Q4: 6,259 shares; 2025Q1: 5,667 shares; 2025Q2: 6,619 shares; 2025Q3: 8,308 shares; 2025Q4: 9,516 shares; 2026Q1: 9,566 shares; 2026Q2: 11,129 shares 11,129 $5.67M 0.06% +1,563 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,824 shares; 2026Q2: 112,248 shares 112,248 $5.65M 0.06% +96,424 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,705 shares; 2025Q4: 128,182 shares; 2026Q1: 131,642 shares; 2026Q2: 131,498 shares 131,498 $5.58M 0.06% -144 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,114 shares; 2025Q2: 30,890 shares; 2025Q3: 33,702 shares; 2025Q4: 52,855 shares; 2026Q1: 58,906 shares; 2026Q2: 55,407 shares 55,407 $5.57M 0.06% -3,499 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,263 shares; 2024Q4: 57,907 shares; 2025Q1: 56,961 shares; 2025Q2: 58,287 shares; 2025Q3: 59,484 shares; 2025Q4: 59,079 shares; 2026Q1: 48,974 shares; 2026Q2: 24,556 shares 24,556 $5.5M 0.06% -24,418 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,619 shares; 2024Q4: 203,147 shares; 2025Q1: 132,346 shares; 2025Q2: 138,898 shares; 2025Q3: 138,325 shares; 2025Q4: 140,523 shares; 2026Q1: 142,565 shares; 2026Q2: 149,482 shares 149,482 $5.49M 0.06% +6,917 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,534 shares; 2024Q4: 66,465 shares; 2025Q1: 67,942 shares; 2025Q2: 77,312 shares; 2025Q3: 78,288 shares; 2025Q4: 75,278 shares; 2026Q1: 70,952 shares; 2026Q2: 63,190 shares 63,190 $5.49M 0.06% -7,762 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,980 shares; 2024Q4: 109,258 shares; 2025Q1: 107,929 shares; 2025Q2: 107,972 shares; 2025Q3: 110,158 shares; 2025Q4: 108,829 shares; 2026Q1: 107,689 shares; 2026Q2: 99,599 shares 99,599 $5.48M 0.06% -8,090 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,611 shares; 2024Q4: 22,584 shares; 2025Q1: 19,689 shares; 2025Q2: 17,516 shares; 2025Q3: 17,611 shares; 2025Q4: 65,582 shares; 2026Q1: 18,386 shares; 2026Q2: 77,912 shares 77,912 $5.41M 0.05% +59,526 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,195 shares; 2024Q4: 228,348 shares; 2025Q1: 224,773 shares; 2025Q2: 136,312 shares; 2025Q3: 184,134 shares; 2025Q4: 192,708 shares; 2026Q1: 185,807 shares; 2026Q2: 183,906 shares 183,906 $5.41M 0.05% -1,901 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,576 shares; 2024Q4: 41,210 shares; 2025Q1: 41,334 shares; 2025Q2: 39,685 shares; 2025Q3: 39,442 shares; 2025Q4: 38,814 shares; 2026Q1: 39,256 shares; 2026Q2: 40,327 shares 40,327 $5.36M 0.05% +1,071 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,349 shares; 2025Q2: 87,443 shares; 2025Q3: 97,184 shares; 2025Q4: 100,288 shares; 2026Q1: 129,763 shares; 2026Q2: 140,078 shares 140,078 $5.23M 0.05% +10,315 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,308 shares; 2024Q4: 4,402 shares; 2025Q1: 4,512 shares; 2025Q2: 4,895 shares; 2025Q3: 4,801 shares; 2025Q4: 4,699 shares; 2026Q1: 4,552 shares; 2026Q2: 5,011 shares 5,011 $5.22M 0.05% +459 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,271 shares; 2025Q3: 151,815 shares; 2025Q4: 156,164 shares; 2026Q1: 157,316 shares; 2026Q2: 171,988 shares 171,988 $5.22M 0.05% +14,672 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,541 shares; 2025Q2: 55,369 shares; 2025Q3: 152,007 shares; 2025Q4: 167,404 shares; 2026Q1: 185,119 shares; 2026Q2: 198,621 shares 198,621 $5.2M 0.05% +13,502 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182,827 shares; 2025Q4: 189,233 shares; 2026Q1: 210,396 shares; 2026Q2: 220,854 shares 220,854 $5.17M 0.05% +10,458 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,761 shares; 2024Q4: 240,392 shares; 2025Q1: 221,314 shares; 2025Q2: 304,014 shares; 2025Q3: 270,541 shares; 2025Q4: 229,429 shares; 2026Q1: 239,773 shares; 2026Q2: 247,988 shares 247,988 $5.13M 0.05% +8,215 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,090 shares; 2024Q4: 35,177 shares; 2025Q1: 25,118 shares; 2025Q2: 25,790 shares; 2025Q3: 39,387 shares; 2025Q4: 38,940 shares; 2026Q1: 27,420 shares; 2026Q2: 36,501 shares 36,501 $5.11M 0.05% +9,081 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,219 shares; 2024Q4: 151,062 shares; 2025Q1: 135,288 shares; 2025Q2: 125,025 shares; 2025Q3: 116,452 shares; 2025Q4: 120,926 shares; 2026Q1: 122,716 shares; 2026Q2: 116,949 shares 116,949 $5.1M 0.05% -5,767 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,356 shares; 2024Q4: 60,669 shares; 2025Q1: 62,997 shares; 2025Q2: 65,856 shares; 2025Q3: 81,813 shares; 2025Q4: 74,371 shares; 2026Q1: 70,550 shares; 2026Q2: 64,725 shares 64,725 $5.06M 0.05% -5,825 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,370 shares; 2024Q4: 281,526 shares; 2025Q1: 262,752 shares; 2025Q2: 250,377 shares; 2025Q3: 248,824 shares; 2025Q4: 213,361 shares; 2026Q1: 211,504 shares; 2026Q2: 210,188 shares 210,188 $5.06M 0.05% -1,316 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,785 shares; 2024Q4: 20,908 shares; 2025Q1: 20,867 shares; 2025Q2: 22,362 shares; 2025Q3: 24,081 shares; 2025Q4: 30,112 shares; 2026Q1: 47,787 shares; 2026Q2: 52,426 shares 52,426 $5.06M 0.05% +4,639 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,162 shares; 2024Q4: 170,297 shares; 2025Q1: 159,677 shares; 2025Q2: 160,105 shares; 2025Q3: 159,192 shares; 2025Q4: 164,737 shares; 2026Q1: 163,007 shares; 2026Q2: 167,225 shares 167,225 $5.05M 0.05% +4,218 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,025 shares; 2024Q4: 32,963 shares; 2025Q1: 31,449 shares; 2025Q2: 51,930 shares; 2025Q3: 49,686 shares; 2025Q4: 94,058 shares; 2026Q1: 106,110 shares; 2026Q2: 109,607 shares 109,607 $5.01M 0.05% +3,497 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,985 shares; 2024Q4: 110,647 shares; 2025Q1: 105,972 shares; 2025Q2: 110,347 shares; 2025Q3: 110,650 shares; 2025Q4: 111,502 shares; 2026Q1: 94,479 shares; 2026Q2: 94,391 shares 94,391 $4.98M 0.05% -88 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,206 shares; 2024Q4: 54,396 shares; 2025Q1: 49,867 shares; 2025Q2: 88,374 shares; 2025Q3: 85,163 shares; 2025Q4: 83,900 shares; 2026Q1: 108,412 shares; 2026Q2: 88,170 shares 88,170 $4.98M 0.05% -20,242 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,646 shares; 2024Q4: 8,721 shares; 2025Q1: 8,588 shares; 2025Q2: 8,927 shares; 2025Q3: 9,903 shares; 2025Q4: 42,808 shares; 2026Q1: 37,385 shares; 2026Q2: 50,051 shares 50,051 $4.97M 0.05% +12,666 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,389 shares; 2024Q4: 109,526 shares; 2025Q1: 117,499 shares; 2025Q2: 73,795 shares; 2025Q3: 115,570 shares; 2025Q4: 168,482 shares; 2026Q1: 146,198 shares; 2026Q2: 142,473 shares 142,473 $4.96M 0.05% -3,725 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,786 shares; 2024Q4: 63,574 shares; 2025Q1: 61,039 shares; 2025Q2: 59,002 shares; 2025Q3: 57,904 shares; 2025Q4: 58,003 shares; 2026Q1: 58,113 shares; 2026Q2: 57,794 shares 57,794 $4.95M 0.05% -319 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,190 shares; 2025Q4: not reported; 2026Q1: 65,753 shares; 2026Q2: 88,239 shares 88,239 $4.94M 0.05% +22,486 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,473 shares; 2024Q4: 15,244 shares; 2025Q1: 15,261 shares; 2025Q2: 15,481 shares; 2025Q3: 15,851 shares; 2025Q4: 16,012 shares; 2026Q1: 17,234 shares; 2026Q2: 17,363 shares 17,363 $4.93M 0.05% +129 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,253 shares; 2026Q2: 59,606 shares 59,606 $4.92M 0.05% +56,353 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,122 shares; 2024Q4: 149,411 shares; 2025Q1: 136,205 shares; 2025Q2: 126,516 shares; 2025Q3: 107,685 shares; 2025Q4: 103,102 shares; 2026Q1: 102,125 shares; 2026Q2: 98,050 shares 98,050 $4.88M 0.05% -4,075 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,293 shares; 2024Q4: 26,936 shares; 2025Q1: 25,298 shares; 2025Q2: 10,087 shares; 2025Q3: 13,327 shares; 2025Q4: 13,152 shares; 2026Q1: 10,742 shares; 2026Q2: 11,284 shares 11,284 $4.87M 0.05% +542 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,466 shares; 2024Q4: 27,130 shares; 2025Q1: 26,762 shares; 2025Q2: 28,223 shares; 2025Q3: 37,455 shares; 2025Q4: 42,721 shares; 2026Q1: 57,826 shares; 2026Q2: 94,644 shares 94,644 $4.85M 0.05% +36,818 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,434 shares; 2024Q4: 77,397 shares; 2025Q1: 73,311 shares; 2025Q2: 73,724 shares; 2025Q3: 73,866 shares; 2025Q4: 75,835 shares; 2026Q1: 43,758 shares; 2026Q2: 39,453 shares 39,453 $4.85M 0.05% -4,305 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,969 shares; 2024Q4: 13,528 shares; 2025Q1: 10,954 shares; 2025Q2: 10,555 shares; 2025Q3: 10,908 shares; 2025Q4: 13,033 shares; 2026Q1: 12,502 shares; 2026Q2: 12,194 shares 12,194 $4.8M 0.05% -308 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,481 shares; 2024Q4: 73,752 shares; 2025Q1: 76,206 shares; 2025Q2: 94,674 shares; 2025Q3: 99,527 shares; 2025Q4: 97,083 shares; 2026Q1: 78,809 shares; 2026Q2: 66,481 shares 66,481 $4.8M 0.05% -12,328 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,251 shares; 2025Q3: 104,750 shares; 2025Q4: 138,878 shares; 2026Q1: 110,573 shares; 2026Q2: 96,282 shares 96,282 $4.79M 0.05% -14,291 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,263 shares; 2024Q4: 37,220 shares; 2025Q1: 32,287 shares; 2025Q2: 32,371 shares; 2025Q3: 33,860 shares; 2025Q4: 32,649 shares; 2026Q1: 27,912 shares; 2026Q2: 30,598 shares 30,598 $4.79M 0.05% +2,686 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,630 shares; 2024Q4: 47,344 shares; 2025Q1: 48,701 shares; 2025Q2: 57,233 shares; 2025Q3: 58,585 shares; 2025Q4: 55,936 shares; 2026Q1: 57,074 shares; 2026Q2: 57,985 shares 57,985 $4.79M 0.05% +911 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,573 shares; 2024Q4: 64,049 shares; 2025Q1: 61,353 shares; 2025Q2: 64,398 shares; 2025Q3: 50,507 shares; 2025Q4: 53,827 shares; 2026Q1: 57,058 shares; 2026Q2: 56,977 shares 56,977 $4.77M 0.05% -81 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,940 shares; 2024Q4: 16,262 shares; 2025Q1: 14,564 shares; 2025Q2: 15,185 shares; 2025Q3: 18,197 shares; 2025Q4: 16,195 shares; 2026Q1: 17,027 shares; 2026Q2: 17,436 shares 17,436 $4.74M 0.05% +409 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,603 shares; 2024Q4: 37,529 shares; 2025Q1: 36,538 shares; 2025Q2: 32,627 shares; 2025Q3: 32,482 shares; 2025Q4: 31,711 shares; 2026Q1: 31,594 shares; 2026Q2: 28,761 shares 28,761 $4.71M 0.05% -2,833 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,758 shares; 2025Q3: 11,372 shares; 2025Q4: 19,753 shares; 2026Q1: 27,236 shares; 2026Q2: 27,077 shares 27,077 $4.7M 0.05% -159 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,752 shares; 2025Q4: 50,236 shares; 2026Q1: 59,529 shares; 2026Q2: 79,697 shares 79,697 $4.69M 0.05% +20,168 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,974 shares; 2024Q4: 43,280 shares; 2025Q1: 38,093 shares; 2025Q2: 38,616 shares; 2025Q3: 47,874 shares; 2025Q4: 54,719 shares; 2026Q1: 59,354 shares; 2026Q2: 50,809 shares 50,809 $4.69M 0.05% -8,545 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,509 shares; 2024Q4: 39,959 shares; 2025Q1: 40,941 shares; 2025Q2: 17,606 shares; 2025Q3: 32,585 shares; 2025Q4: 104,322 shares; 2026Q1: 170,512 shares; 2026Q2: 213,579 shares 213,579 $4.66M 0.05% +43,067 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,354 shares; 2026Q1: 48,372 shares; 2026Q2: 43,275 shares 43,275 $4.62M 0.05% -5,097 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,706 shares; 2024Q4: 13,470 shares; 2025Q1: 13,016 shares; 2025Q2: 12,730 shares; 2025Q3: 13,749 shares; 2025Q4: 14,728 shares; 2026Q1: 13,177 shares; 2026Q2: 12,282 shares 12,282 $4.61M 0.05% -895 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,457 shares; 2025Q2: 10,310 shares; 2025Q3: 9,869 shares; 2025Q4: 10,350 shares; 2026Q1: 35,928 shares; 2026Q2: 35,451 shares 35,451 $4.57M 0.05% -477 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,461 shares; 2024Q4: 148,211 shares; 2025Q1: 154,153 shares; 2025Q2: 150,838 shares; 2025Q3: 170,685 shares; 2025Q4: 158,489 shares; 2026Q1: 159,625 shares; 2026Q2: 171,441 shares 171,441 $4.54M 0.05% +11,816 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,022 shares; 2024Q4: 54,414 shares; 2025Q1: 56,036 shares; 2025Q2: 57,580 shares; 2025Q3: 57,708 shares; 2025Q4: 57,494 shares; 2026Q1: 55,163 shares; 2026Q2: 57,539 shares 57,539 $4.54M 0.05% +2,376 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,978 shares; 2024Q4: 57,063 shares; 2025Q1: 60,787 shares; 2025Q2: 62,288 shares; 2025Q3: 63,248 shares; 2025Q4: 63,525 shares; 2026Q1: 61,310 shares; 2026Q2: 53,409 shares 53,409 $4.52M 0.05% -7,901 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,729 shares; 2024Q4: 35,830 shares; 2025Q1: 33,960 shares; 2025Q2: 30,786 shares; 2025Q3: 31,975 shares; 2025Q4: 31,142 shares; 2026Q1: 29,366 shares; 2026Q2: 27,891 shares 27,891 $4.52M 0.05% -1,475 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,108 shares; 2024Q4: 2,744 shares; 2025Q1: 2,022 shares; 2025Q2: 1,696 shares; 2025Q3: 2,298 shares; 2025Q4: 13,214 shares; 2026Q1: 21,551 shares; 2026Q2: 20,267 shares 20,267 $4.48M 0.05% -1,284 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,092 shares; 2025Q1: 1,538 shares; 2025Q2: 4,161 shares; 2025Q3: 4,021 shares; 2025Q4: 4,161 shares; 2026Q1: 4,041 shares; 2026Q2: 19,699 shares 19,699 $4.47M 0.04% +15,658 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,647 shares; 2024Q4: 8,186 shares; 2025Q1: 7,791 shares; 2025Q2: 7,122 shares; 2025Q3: 7,728 shares; 2025Q4: 7,463 shares; 2026Q1: 6,921 shares; 2026Q2: 9,019 shares 9,019 $4.47M 0.04% +2,098 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,790 shares; 2025Q3: 22,679 shares; 2025Q4: 43,128 shares; 2026Q1: 47,245 shares; 2026Q2: 44,820 shares 44,820 $4.46M 0.04% -2,425 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,028 shares; 2025Q1: 21,580 shares; 2025Q2: not reported; 2025Q3: 14,140 shares; 2025Q4: 14,249 shares; 2026Q1: 164,847 shares; 2026Q2: 174,463 shares 174,463 $4.46M 0.04% +9,616 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,921 shares; 2024Q4: 12,211 shares; 2025Q1: 10,349 shares; 2025Q2: 12,478 shares; 2025Q3: 12,451 shares; 2025Q4: 12,652 shares; 2026Q1: 12,780 shares; 2026Q2: 13,263 shares 13,263 $4.44M 0.04% +483 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,982 shares; 2024Q4: 260,408 shares; 2025Q1: 265,920 shares; 2025Q2: 290,351 shares; 2025Q3: 71,124 shares; 2025Q4: 91,847 shares; 2026Q1: 99,914 shares; 2026Q2: 103,918 shares 103,918 $4.4M 0.04% +4,004 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,213 shares; 2024Q4: 16,288 shares; 2025Q1: 12,509 shares; 2025Q2: 14,773 shares; 2025Q3: 14,500 shares; 2025Q4: 14,838 shares; 2026Q1: 49,617 shares; 2026Q2: 87,569 shares 87,569 $4.39M 0.04% +37,952 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605,792 shares; 2024Q4: 564,471 shares; 2025Q1: 693,342 shares; 2025Q2: 740,392 shares; 2025Q3: 528,935 shares; 2025Q4: 607,887 shares; 2026Q1: 140,719 shares; 2026Q2: 185,581 shares 185,581 $4.36M 0.04% +44,862 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,716 shares; 2024Q4: 36,338 shares; 2025Q1: 36,557 shares; 2025Q2: 35,994 shares; 2025Q3: 35,961 shares; 2025Q4: 35,689 shares; 2026Q1: 35,301 shares; 2026Q2: 35,193 shares 35,193 $4.33M 0.04% -108 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 1,830 shares; 2025Q1: 2,136 shares; 2025Q2: 1,995 shares; 2025Q3: 3,934 shares; 2025Q4: 5,864 shares; 2026Q1: 5,818 shares; 2026Q2: 6,067 shares 6,067 $4.33M 0.04% +249 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,311 shares; 2026Q2: 108,666 shares 108,666 $4.3M 0.04% -39,645 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,651 shares; 2024Q4: 15,891 shares; 2025Q1: 13,431 shares; 2025Q2: 22,103 shares; 2025Q3: 20,391 shares; 2025Q4: 19,517 shares; 2026Q1: 16,034 shares; 2026Q2: 16,686 shares 16,686 $4.27M 0.04% +652 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,835 shares; 2025Q1: 2,771 shares; 2025Q2: 2,731 shares; 2025Q3: 3,664 shares; 2025Q4: 4,350 shares; 2026Q1: 4,495 shares; 2026Q2: 4,406 shares 4,406 $4.24M 0.04% -89 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,491 shares; 2024Q4: 36,117 shares; 2025Q1: 33,092 shares; 2025Q2: 31,318 shares; 2025Q3: 47,953 shares; 2025Q4: 52,119 shares; 2026Q1: 54,212 shares; 2026Q2: 62,038 shares 62,038 $4.24M 0.04% +7,826 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,066 shares; 2024Q4: 13,918 shares; 2025Q1: 23,745 shares; 2025Q2: 51,201 shares; 2025Q3: 50,979 shares; 2025Q4: 48,157 shares; 2026Q1: 56,465 shares; 2026Q2: 45,341 shares 45,341 $4.23M 0.04% -11,124 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,925 shares; 2024Q4: 11,491 shares; 2025Q1: 11,211 shares; 2025Q2: 10,892 shares; 2025Q3: 10,907 shares; 2025Q4: 9,920 shares; 2026Q1: 9,983 shares; 2026Q2: 9,780 shares 9,780 $4.17M 0.04% -203 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,006 shares; 2024Q4: 47,157 shares; 2025Q1: 41,602 shares; 2025Q2: 41,333 shares; 2025Q3: 39,922 shares; 2025Q4: 38,417 shares; 2026Q1: 37,226 shares; 2026Q2: 73,788 shares 73,788 $4.14M 0.04% +36,562 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,954 shares; 2024Q4: 51,230 shares; 2025Q1: 53,401 shares; 2025Q2: 54,265 shares; 2025Q3: 53,377 shares; 2025Q4: 50,575 shares; 2026Q1: 44,636 shares; 2026Q2: 37,069 shares 37,069 $4.13M 0.04% -7,567 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,734 shares; 2024Q4: 8,532 shares; 2025Q1: 7,829 shares; 2025Q2: 9,414 shares; 2025Q3: 8,589 shares; 2025Q4: 8,719 shares; 2026Q1: 9,967 shares; 2026Q2: 11,596 shares 11,596 $4.11M 0.04% +1,629 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,276 shares; 2024Q4: 36,777 shares; 2025Q1: 37,573 shares; 2025Q2: 40,782 shares; 2025Q3: 41,577 shares; 2025Q4: 41,483 shares; 2026Q1: 36,886 shares; 2026Q2: 40,303 shares 40,303 $4.11M 0.04% +3,417 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,624 shares; 2025Q3: 50,162 shares; 2025Q4: 56,815 shares; 2026Q1: 68,152 shares; 2026Q2: 54,164 shares 54,164 $4.07M 0.04% -13,988 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,194 shares; 2024Q4: 40,195 shares; 2025Q1: 39,416 shares; 2025Q2: 44,643 shares; 2025Q3: 34,779 shares; 2025Q4: 35,858 shares; 2026Q1: 58,756 shares; 2026Q2: 64,373 shares 64,373 $4.05M 0.04% +5,617 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,330 shares; 2024Q4: 39,657 shares; 2025Q1: 27,077 shares; 2025Q2: 26,113 shares; 2025Q3: 26,394 shares; 2025Q4: 24,661 shares; 2026Q1: 22,636 shares; 2026Q2: 39,055 shares 39,055 $4.04M 0.04% +16,419 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,633 shares; 2024Q4: 3,367 shares; 2025Q1: 3,873 shares; 2025Q2: 3,850 shares; 2025Q3: 6,477 shares; 2025Q4: 10,842 shares; 2026Q1: 10,542 shares; 2026Q2: 11,993 shares 11,993 $4.02M 0.04% +1,451 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,875 shares; 2024Q4: 22,582 shares; 2025Q1: 22,872 shares; 2025Q2: 23,034 shares; 2025Q3: 22,670 shares; 2025Q4: 22,486 shares; 2026Q1: 22,149 shares; 2026Q2: 22,818 shares 22,818 $4.01M 0.04% +669 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,398 shares; 2024Q4: 24,874 shares; 2025Q1: 19,340 shares; 2025Q2: 20,252 shares; 2025Q3: 21,308 shares; 2025Q4: 22,030 shares; 2026Q1: 19,172 shares; 2026Q2: 23,559 shares 23,559 $4.01M 0.04% +4,387 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,642 shares; 2024Q4: 36,234 shares; 2025Q1: 35,682 shares; 2025Q2: 31,839 shares; 2025Q3: 32,001 shares; 2025Q4: 30,190 shares; 2026Q1: 30,174 shares; 2026Q2: 27,603 shares 27,603 $3.99M 0.04% -2,571 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,575 shares; 2026Q1: 167,594 shares; 2026Q2: 169,117 shares 169,117 $3.97M 0.04% +1,523 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,711 shares; 2024Q4: 6,745 shares; 2025Q1: 6,562 shares; 2025Q2: 6,798 shares; 2025Q3: 7,361 shares; 2025Q4: 7,995 shares; 2026Q1: 7,204 shares; 2026Q2: 7,085 shares 7,085 $3.97M 0.04% -119 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,660 shares; 2024Q4: 14,475 shares; 2025Q1: 16,345 shares; 2025Q2: 16,377 shares; 2025Q3: 17,460 shares; 2025Q4: 17,829 shares; 2026Q1: 16,911 shares; 2026Q2: 17,720 shares 17,720 $3.95M 0.04% +809 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,803 shares; 2024Q4: 9,227 shares; 2025Q1: 9,319 shares; 2025Q2: 9,644 shares; 2025Q3: 11,450 shares; 2025Q4: 11,572 shares; 2026Q1: 10,297 shares; 2026Q2: 9,612 shares 9,612 $3.91M 0.04% -685 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 2,877 shares; 2025Q1: 2,441 shares; 2025Q2: 2,576 shares; 2025Q3: 2,976 shares; 2025Q4: 2,993 shares; 2026Q1: 2,908 shares; 2026Q2: 2,938 shares 2,938 $3.91M 0.04% +30 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,265 shares; 2024Q4: 8,299 shares; 2025Q1: 8,090 shares; 2025Q2: 12,363 shares; 2025Q3: 12,221 shares; 2025Q4: 11,481 shares; 2026Q1: 11,230 shares; 2026Q2: 11,364 shares 11,364 $3.9M 0.04% +134 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,008 shares 102,008 $3.89M 0.04% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,889 shares; 2024Q4: 157,992 shares; 2025Q1: 157,286 shares; 2025Q2: 156,707 shares; 2025Q3: 155,790 shares; 2025Q4: 155,845 shares; 2026Q1: 155,834 shares; 2026Q2: 155,868 shares 155,868 $3.87M 0.04% +34 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,356 shares; 2025Q3: 82,222 shares; 2025Q4: 130,735 shares; 2026Q1: 91,238 shares; 2026Q2: 102,713 shares 102,713 $3.85M 0.04% +11,475 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,932 shares; 2024Q4: 104,906 shares; 2025Q1: 43,124 shares; 2025Q2: 46,544 shares; 2025Q3: 61,196 shares; 2025Q4: 45,148 shares; 2026Q1: 47,541 shares; 2026Q2: 38,670 shares 38,670 $3.84M 0.04% -8,871 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,811 shares; 2024Q4: 11,185 shares; 2025Q1: 8,923 shares; 2025Q2: 9,436 shares; 2025Q3: 8,858 shares; 2025Q4: 8,896 shares; 2026Q1: 8,516 shares; 2026Q2: 12,022 shares 12,022 $3.76M 0.04% +3,506 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,282 shares; 2026Q2: 20,953 shares 20,953 $3.76M 0.04% +19,671 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,063 shares; 2024Q4: 521,997 shares; 2025Q1: 503,478 shares; 2025Q2: 511,842 shares; 2025Q3: 509,852 shares; 2025Q4: 502,224 shares; 2026Q1: 489,684 shares; 2026Q2: 476,950 shares 476,950 $3.76M 0.04% -12,734 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,082 shares; 2024Q4: 39,763 shares; 2025Q1: 41,884 shares; 2025Q2: 47,541 shares; 2025Q3: 51,441 shares; 2025Q4: 56,042 shares; 2026Q1: 56,009 shares; 2026Q2: 57,744 shares 57,744 $3.74M 0.04% +1,735 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,902 shares; 2024Q4: 122,407 shares; 2025Q1: 101,911 shares; 2025Q2: 126,328 shares; 2025Q3: 123,767 shares; 2025Q4: 157,829 shares; 2026Q1: 159,125 shares; 2026Q2: 163,686 shares 163,686 $3.73M 0.04% +4,561 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,443 shares; 2024Q4: 3,786 shares; 2025Q1: 3,314 shares; 2025Q2: 2,972 shares; 2025Q3: 3,017 shares; 2025Q4: 16,269 shares; 2026Q1: 16,738 shares; 2026Q2: 18,047 shares 18,047 $3.72M 0.04% +1,309 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,016 shares; 2024Q4: 34,655 shares; 2025Q1: 35,056 shares; 2025Q2: 38,589 shares; 2025Q3: 39,889 shares; 2025Q4: 41,705 shares; 2026Q1: 35,035 shares; 2026Q2: 35,178 shares 35,178 $3.69M 0.04% +143 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,556 shares; 2024Q4: 4,404 shares; 2025Q1: 4,105 shares; 2025Q2: 10,747 shares; 2025Q3: 12,127 shares; 2025Q4: 11,581 shares; 2026Q1: 10,024 shares; 2026Q2: 10,367 shares 10,367 $3.68M 0.04% +343 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,959 shares; 2024Q4: 31,896 shares; 2025Q1: 26,926 shares; 2025Q2: 25,516 shares; 2025Q3: 30,214 shares; 2025Q4: 28,121 shares; 2026Q1: 33,518 shares; 2026Q2: 35,332 shares 35,332 $3.67M 0.04% +1,814 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,443 shares; 2024Q4: 71,551 shares; 2025Q1: 76,461 shares; 2025Q2: 79,636 shares; 2025Q3: 65,194 shares; 2025Q4: 68,465 shares; 2026Q1: 69,560 shares; 2026Q2: 49,729 shares 49,729 $3.67M 0.04% -19,831 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,540 shares; 2024Q4: 25,361 shares; 2025Q1: 15,993 shares; 2025Q2: 12,187 shares; 2025Q3: 36,527 shares; 2025Q4: 41,591 shares; 2026Q1: 73,502 shares; 2026Q2: 76,547 shares 76,547 $3.67M 0.04% +3,045 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 407 shares; 2025Q1: 374 shares; 2025Q2: 358 shares; 2025Q3: 380 shares; 2025Q4: 397 shares; 2026Q1: 2,076 shares; 2026Q2: 2,146 shares 2,146 $3.64M 0.04% +70 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,017 shares; 2024Q4: 92,792 shares; 2025Q1: 89,196 shares; 2025Q2: 87,625 shares; 2025Q3: 88,060 shares; 2025Q4: 93,101 shares; 2026Q1: 95,092 shares; 2026Q2: 93,992 shares 93,992 $3.63M 0.04% -1,100 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,090 shares; 2024Q4: 7,351 shares; 2025Q1: 6,598 shares; 2025Q2: 7,157 shares; 2025Q3: 7,431 shares; 2025Q4: 7,226 shares; 2026Q1: 6,991 shares; 2026Q2: 6,966 shares 6,966 $3.62M 0.04% -25 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,968 shares; 2024Q4: 58,473 shares; 2025Q1: 43,055 shares; 2025Q2: 41,316 shares; 2025Q3: 37,813 shares; 2025Q4: 76,616 shares; 2026Q1: 89,799 shares; 2026Q2: 67,756 shares 67,756 $3.6M 0.04% -22,043 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,924 shares; 2025Q4: 116,966 shares; 2026Q1: 97,075 shares; 2026Q2: 78,737 shares 78,737 $3.59M 0.04% -18,338 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,199 shares; 2024Q4: 163,551 shares; 2025Q1: 148,900 shares; 2025Q2: 178,276 shares; 2025Q3: 175,603 shares; 2025Q4: 189,749 shares; 2026Q1: 183,522 shares; 2026Q2: 257,991 shares 257,991 $3.59M 0.04% +74,469 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,278 shares; 2024Q4: 17,137 shares; 2025Q1: 17,407 shares; 2025Q2: 17,394 shares; 2025Q3: 19,001 shares; 2025Q4: 19,599 shares; 2026Q1: 21,704 shares; 2026Q2: 11,354 shares 11,354 $3.57M 0.04% -10,350 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,111 shares; 2024Q4: 13,640 shares; 2025Q1: 19,414 shares; 2025Q2: 29,374 shares; 2025Q3: 57,637 shares; 2025Q4: 71,101 shares; 2026Q1: 80,285 shares; 2026Q2: 80,308 shares 80,308 $3.57M 0.04% +23 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,860 shares; 2026Q2: 17,599 shares 17,599 $3.55M 0.04% -6,261 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,059 shares; 2024Q4: 61,407 shares; 2025Q1: 60,820 shares; 2025Q2: 63,903 shares; 2025Q3: 70,772 shares; 2025Q4: 63,487 shares; 2026Q1: 63,270 shares; 2026Q2: 61,388 shares 61,388 $3.55M 0.04% -1,882 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,585 shares; 2024Q4: 11,243 shares; 2025Q1: 15,960 shares; 2025Q2: 16,575 shares; 2025Q3: 24,226 shares; 2025Q4: 23,190 shares; 2026Q1: 23,081 shares; 2026Q2: 22,335 shares 22,335 $3.54M 0.04% -746 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,979 shares 15,979 $3.53M 0.04% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,964 shares; 2024Q4: 47,647 shares; 2025Q1: 44,623 shares; 2025Q2: 46,640 shares; 2025Q3: 61,346 shares; 2025Q4: 61,472 shares; 2026Q1: 61,053 shares; 2026Q2: 65,143 shares 65,143 $3.53M 0.04% +4,090 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,655 shares; 2024Q4: 25,407 shares; 2025Q1: 21,829 shares; 2025Q2: 27,712 shares; 2025Q3: 35,568 shares; 2025Q4: 39,410 shares; 2026Q1: 39,587 shares; 2026Q2: 44,921 shares 44,921 $3.5M 0.04% +5,334 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,012 shares; 2024Q4: 44,278 shares; 2025Q1: 33,448 shares; 2025Q2: 39,293 shares; 2025Q3: 51,080 shares; 2025Q4: 61,401 shares; 2026Q1: 67,112 shares; 2026Q2: 67,319 shares 67,319 $3.49M 0.04% +207 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,899 shares; 2025Q4: 110,594 shares; 2026Q1: 108,066 shares; 2026Q2: 100,068 shares 100,068 $3.49M 0.04% -7,998 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,871 shares; 2025Q3: 93,262 shares; 2025Q4: 136,414 shares; 2026Q1: 146,628 shares; 2026Q2: 156,388 shares 156,388 $3.49M 0.04% +9,760 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,461 shares; 2024Q4: 86,748 shares; 2025Q1: 86,952 shares; 2025Q2: 92,947 shares; 2025Q3: 188,691 shares; 2025Q4: 221,981 shares; 2026Q1: 215,510 shares; 2026Q2: 193,268 shares 193,268 $3.47M 0.03% -22,242 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,457 shares 15,457 $3.46M 0.03% new Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 157,100 shares; 2025Q1: 290,588 shares; 2025Q2: 202,687 shares; 2025Q3: 141,327 shares; 2025Q4: 84,017 shares; 2026Q1: 71,009 shares; 2026Q2: 84,590 shares 84,590 $3.39M 0.03% +13,581 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,135 shares; 2024Q4: 48,752 shares; 2025Q1: 47,147 shares; 2025Q2: 44,940 shares; 2025Q3: 47,854 shares; 2025Q4: 46,790 shares; 2026Q1: 46,175 shares; 2026Q2: 45,276 shares 45,276 $3.39M 0.03% -899 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,416 shares; 2024Q4: 7,615 shares; 2025Q1: 6,402 shares; 2025Q2: 5,915 shares; 2025Q3: 8,225 shares; 2025Q4: 10,185 shares; 2026Q1: 10,635 shares; 2026Q2: 10,763 shares 10,763 $3.39M 0.03% +128 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,647 shares; 2026Q2: 17,975 shares 17,975 $3.36M 0.03% +9,328 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,019 shares; 2024Q4: 11,257 shares; 2025Q1: 12,238 shares; 2025Q2: 12,560 shares; 2025Q3: 16,970 shares; 2025Q4: 17,986 shares; 2026Q1: 20,648 shares; 2026Q2: 22,091 shares 22,091 $3.36M 0.03% +1,443 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,041 shares; 2024Q4: 10,922 shares; 2025Q1: 9,824 shares; 2025Q2: 9,384 shares; 2025Q3: 9,474 shares; 2025Q4: 9,247 shares; 2026Q1: 9,255 shares; 2026Q2: 43,877 shares 43,877 $3.35M 0.03% +34,622 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,735 shares; 2024Q4: 25,812 shares; 2025Q1: 23,990 shares; 2025Q2: 20,532 shares; 2025Q3: 29,452 shares; 2025Q4: 33,609 shares; 2026Q1: 32,318 shares; 2026Q2: 33,295 shares 33,295 $3.34M 0.03% +977 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,328 shares; 2024Q4: 22,521 shares; 2025Q1: 31,837 shares; 2025Q2: 55,564 shares; 2025Q3: 55,466 shares; 2025Q4: 75,230 shares; 2026Q1: 59,229 shares; 2026Q2: 63,345 shares 63,345 $3.33M 0.03% +4,116 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,660 shares; 2024Q4: 17,070 shares; 2025Q1: 13,948 shares; 2025Q2: 15,259 shares; 2025Q3: 16,636 shares; 2025Q4: 17,156 shares; 2026Q1: 18,561 shares; 2026Q2: 18,741 shares 18,741 $3.31M 0.03% +180 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,035 shares; 2024Q4: 6,955 shares; 2025Q1: 6,180 shares; 2025Q2: 6,382 shares; 2025Q3: 6,385 shares; 2025Q4: 6,230 shares; 2026Q1: 6,360 shares; 2026Q2: 8,314 shares 8,314 $3.3M 0.03% +1,954 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,971 shares; 2024Q4: 26,482 shares; 2025Q1: 27,597 shares; 2025Q2: 30,571 shares; 2025Q3: 31,537 shares; 2025Q4: 31,838 shares; 2026Q1: 28,076 shares; 2026Q2: 25,368 shares 25,368 $3.29M 0.03% -2,708 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,265 shares; 2024Q4: 13,270 shares; 2025Q1: 5,226 shares; 2025Q2: 5,226 shares; 2025Q3: 5,239 shares; 2025Q4: 5,248 shares; 2026Q1: 5,226 shares; 2026Q2: 39,772 shares 39,772 $3.27M 0.03% +34,546 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,566 shares; 2024Q4: 15,956 shares; 2025Q1: 16,686 shares; 2025Q2: 17,333 shares; 2025Q3: 18,030 shares; 2025Q4: 18,122 shares; 2026Q1: 17,443 shares; 2026Q2: 15,463 shares 15,463 $3.26M 0.03% -1,980 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,380 shares; 2024Q4: 11,441 shares; 2025Q1: 11,276 shares; 2025Q2: 12,492 shares; 2025Q3: 13,617 shares; 2025Q4: 13,584 shares; 2026Q1: 28,802 shares; 2026Q2: 41,197 shares 41,197 $3.26M 0.03% +12,395 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,215 shares; 2025Q1: 5,600 shares; 2025Q2: 20,181 shares; 2025Q3: 31,856 shares; 2025Q4: 50,964 shares; 2026Q1: 49,087 shares; 2026Q2: 54,032 shares 54,032 $3.2M 0.03% +4,945 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,139 shares; 2024Q4: 20,432 shares; 2025Q1: 19,266 shares; 2025Q2: 21,254 shares; 2025Q3: 20,971 shares; 2025Q4: 20,502 shares; 2026Q1: 20,235 shares; 2026Q2: 25,068 shares 25,068 $3.2M 0.03% +4,833 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,458 shares; 2024Q4: 55,881 shares; 2025Q1: 52,509 shares; 2025Q2: 53,727 shares; 2025Q3: 55,620 shares; 2025Q4: 55,572 shares; 2026Q1: 55,709 shares; 2026Q2: 54,914 shares 54,914 $3.2M 0.03% -795 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,720 shares; 2024Q4: 5,298 shares; 2025Q1: 4,162 shares; 2025Q2: 27,328 shares; 2025Q3: 8,654 shares; 2025Q4: 4,564 shares; 2026Q1: 25,334 shares; 2026Q2: 35,334 shares 35,334 $3.2M 0.03% +10,000 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,987 shares; 2024Q4: 3,925 shares; 2025Q1: 3,945 shares; 2025Q2: 4,345 shares; 2025Q3: 4,305 shares; 2025Q4: 4,446 shares; 2026Q1: 4,473 shares; 2026Q2: 4,520 shares 4,520 $3.18M 0.03% +47 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,625 shares; 2024Q4: 25,335 shares; 2025Q1: 22,202 shares; 2025Q2: 21,961 shares; 2025Q3: 26,059 shares; 2025Q4: 25,396 shares; 2026Q1: 23,951 shares; 2026Q2: 23,147 shares 23,147 $3.17M 0.03% -804 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,625 shares; 2025Q2: 13,850 shares; 2025Q3: 105,782 shares; 2025Q4: 110,288 shares; 2026Q1: 119,766 shares; 2026Q2: 84,888 shares 84,888 $3.17M 0.03% -34,878 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,903 shares; 2025Q4: 2,592 shares; 2026Q1: 4,485 shares; 2026Q2: 4,953 shares 4,953 $3.16M 0.03% +468 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,966 shares; 2024Q4: 101,157 shares; 2025Q1: 108,241 shares; 2025Q2: 110,959 shares; 2025Q3: 116,815 shares; 2025Q4: 120,761 shares; 2026Q1: 29,121 shares; 2026Q2: 28,918 shares 28,918 $3.15M 0.03% -203 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,469 shares; 2024Q4: 13,512 shares; 2025Q1: 12,747 shares; 2025Q2: 12,525 shares; 2025Q3: 12,113 shares; 2025Q4: 12,063 shares; 2026Q1: 16,699 shares; 2026Q2: 19,055 shares 19,055 $3.14M 0.03% +2,356 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,144 shares; 2024Q4: 30,439 shares; 2025Q1: 30,824 shares; 2025Q2: 27,845 shares; 2025Q3: 29,644 shares; 2025Q4: 26,636 shares; 2026Q1: 32,108 shares; 2026Q2: 33,090 shares 33,090 $3.13M 0.03% +982 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,855 shares; 2024Q4: 16,375 shares; 2025Q1: 16,100 shares; 2025Q2: 16,000 shares; 2025Q3: 13,925 shares; 2025Q4: 6,570 shares; 2026Q1: 8,494 shares; 2026Q2: 10,258 shares 10,258 $3.11M 0.03% +1,764 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,506 shares; 2024Q4: 6,583 shares; 2025Q1: 6,627 shares; 2025Q2: 6,671 shares; 2025Q3: 7,292 shares; 2025Q4: 7,158 shares; 2026Q1: 13,012 shares; 2026Q2: 12,638 shares 12,638 $3.1M 0.03% -374 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,632 shares; 2024Q4: 23,816 shares; 2025Q1: 18,460 shares; 2025Q2: 18,288 shares; 2025Q3: 19,971 shares; 2025Q4: 18,252 shares; 2026Q1: 25,996 shares; 2026Q2: 27,143 shares 27,143 $3.1M 0.03% +1,147 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,793 shares; 2026Q1: 21,749 shares; 2026Q2: 33,969 shares 33,969 $3.08M 0.03% +12,220 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,241 shares; 2024Q4: 12,640 shares; 2025Q1: 13,441 shares; 2025Q2: 12,557 shares; 2025Q3: 11,219 shares; 2025Q4: 21,285 shares; 2026Q1: 44,860 shares; 2026Q2: 44,962 shares 44,962 $3.03M 0.03% +102 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,754 shares; 2024Q4: 54,634 shares; 2025Q1: 48,649 shares; 2025Q2: 9,740 shares; 2025Q3: 10,201 shares; 2025Q4: 11,183 shares; 2026Q1: 15,229 shares; 2026Q2: 24,193 shares 24,193 $3.02M 0.03% +8,964 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,827 shares; 2024Q4: 17,439 shares; 2025Q1: 17,367 shares; 2025Q2: 13,713 shares; 2025Q3: 56,998 shares; 2025Q4: 53,612 shares; 2026Q1: 51,425 shares; 2026Q2: 53,639 shares 53,639 $3.02M 0.03% +2,214 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,560 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,573 shares; 2026Q1: 18,070 shares; 2026Q2: 216,603 shares 216,603 $3.01M 0.03% +198,533 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,812 shares; 2024Q4: 8,101 shares; 2025Q1: 5,580 shares; 2025Q2: 5,131 shares; 2025Q3: 7,368 shares; 2025Q4: 8,669 shares; 2026Q1: 8,768 shares; 2026Q2: 8,769 shares 8,769 $2.99M 0.03% +1 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,811 shares; 2024Q4: 58,844 shares; 2025Q1: 61,757 shares; 2025Q2: 78,215 shares; 2025Q3: 79,499 shares; 2025Q4: 74,357 shares; 2026Q1: 75,040 shares; 2026Q2: 80,020 shares 80,020 $2.96M 0.03% +4,980 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,369 shares; 2024Q4: 19,553 shares; 2025Q1: 18,344 shares; 2025Q2: 17,807 shares; 2025Q3: 18,855 shares; 2025Q4: 19,281 shares; 2026Q1: 19,096 shares; 2026Q2: 17,499 shares 17,499 $2.96M 0.03% -1,597 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,253 shares; 2024Q4: 18,488 shares; 2025Q1: 18,646 shares; 2025Q2: 18,965 shares; 2025Q3: 23,410 shares; 2025Q4: 24,131 shares; 2026Q1: 19,904 shares; 2026Q2: 20,642 shares 20,642 $2.96M 0.03% +738 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,948 shares; 2024Q4: 12,211 shares; 2025Q1: 12,078 shares; 2025Q2: 11,109 shares; 2025Q3: 12,158 shares; 2025Q4: 13,964 shares; 2026Q1: 19,385 shares; 2026Q2: 33,846 shares 33,846 $2.94M 0.03% +14,461 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,663 shares; 2024Q4: 57,275 shares; 2025Q1: 47,825 shares; 2025Q2: 42,124 shares; 2025Q3: 31,004 shares; 2025Q4: 30,886 shares; 2026Q1: 33,324 shares; 2026Q2: 38,148 shares 38,148 $2.94M 0.03% +4,824 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,722 shares; 2024Q4: 115,222 shares; 2025Q1: 120,522 shares; 2025Q2: 124,172 shares; 2025Q3: 124,772 shares; 2025Q4: 133,548 shares; 2026Q1: 155,814 shares; 2026Q2: 155,699 shares 155,699 $2.94M 0.03% -115 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,870 shares; 2024Q4: 135,468 shares; 2025Q1: 144,173 shares; 2025Q2: 137,491 shares; 2025Q3: 137,502 shares; 2025Q4: 123,732 shares; 2026Q1: 115,824 shares; 2026Q2: 156,935 shares 156,935 $2.93M 0.03% +41,111 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,517 shares; 2024Q4: 84,672 shares; 2025Q1: 90,233 shares; 2025Q2: 113,310 shares; 2025Q3: 114,316 shares; 2025Q4: 106,017 shares; 2026Q1: 108,895 shares; 2026Q2: 118,567 shares 118,567 $2.92M 0.03% +9,672 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,059 shares; 2024Q4: 7,540 shares; 2025Q1: 6,022 shares; 2025Q2: 14,429 shares; 2025Q3: 15,094 shares; 2025Q4: 15,944 shares; 2026Q1: 17,001 shares; 2026Q2: 14,549 shares 14,549 $2.92M 0.03% -2,452 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,066 shares; 2024Q4: 2,100 shares; 2025Q1: 2,020 shares; 2025Q2: 2,105 shares; 2025Q3: 2,079 shares; 2025Q4: 3,139 shares; 2026Q1: 4,196 shares; 2026Q2: 3,845 shares 3,845 $2.91M 0.03% -351 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,509 shares; 2024Q4: 5,538 shares; 2025Q1: 5,494 shares; 2025Q2: 5,597 shares; 2025Q3: 5,520 shares; 2025Q4: 5,358 shares; 2026Q1: 5,357 shares; 2026Q2: 5,915 shares 5,915 $2.91M 0.03% +558 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,482 shares; 2024Q4: 8,606 shares; 2025Q1: 8,619 shares; 2025Q2: 9,095 shares; 2025Q3: 9,394 shares; 2025Q4: 9,367 shares; 2026Q1: 9,021 shares; 2026Q2: 9,467 shares 9,467 $2.9M 0.03% +446 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,436 shares; 2024Q4: 60,498 shares; 2025Q1: 57,286 shares; 2025Q2: 56,061 shares; 2025Q3: 64,424 shares; 2025Q4: 63,100 shares; 2026Q1: 62,205 shares; 2026Q2: 57,943 shares 57,943 $2.89M 0.03% -4,262 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,610 shares; 2024Q4: 49,151 shares; 2025Q1: 46,766 shares; 2025Q2: 45,378 shares; 2025Q3: 39,663 shares; 2025Q4: 40,308 shares; 2026Q1: 43,339 shares; 2026Q2: 55,271 shares 55,271 $2.86M 0.03% +11,932 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,875 shares; 2026Q2: 15,163 shares 15,163 $2.85M 0.03% +9,288 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,939 shares; 2024Q4: 33,847 shares; 2025Q1: 6,100 shares; 2025Q2: 11,085 shares; 2025Q3: 28,562 shares; 2025Q4: 38,332 shares; 2026Q1: 41,328 shares; 2026Q2: 47,197 shares 47,197 $2.85M 0.03% +5,869 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,148 shares; 2024Q4: 16,661 shares; 2025Q1: 13,283 shares; 2025Q2: 13,280 shares; 2025Q3: 14,303 shares; 2025Q4: 14,687 shares; 2026Q1: 13,957 shares; 2026Q2: 23,885 shares 23,885 $2.85M 0.03% +9,928 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,596 shares; 2025Q4: 27,947 shares; 2026Q1: 21,027 shares; 2026Q2: 16,422 shares 16,422 $2.84M 0.03% -4,605 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,182 shares; 2024Q4: 10,735 shares; 2025Q1: 10,544 shares; 2025Q2: 10,891 shares; 2025Q3: 10,901 shares; 2025Q4: 11,677 shares; 2026Q1: 13,471 shares; 2026Q2: 13,604 shares 13,604 $2.84M 0.03% +133 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 556 shares; 2025Q1: 520 shares; 2025Q2: 677 shares; 2025Q3: 832 shares; 2025Q4: 774 shares; 2026Q1: 680 shares; 2026Q2: 15,901 shares 15,901 $2.83M 0.03% +15,221 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,216 shares; 2024Q4: 12,282 shares; 2025Q1: 10,790 shares; 2025Q2: 10,786 shares; 2025Q3: 11,539 shares; 2025Q4: 11,433 shares; 2026Q1: 13,065 shares; 2026Q2: 20,747 shares 20,747 $2.83M 0.03% +7,682 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,335 shares; 2024Q4: 15,940 shares; 2025Q1: 13,585 shares; 2025Q2: 13,678 shares; 2025Q3: 20,247 shares; 2025Q4: 25,280 shares; 2026Q1: 19,636 shares; 2026Q2: 20,847 shares 20,847 $2.82M 0.03% +1,211 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,283 shares; 2025Q4: 33,410 shares; 2026Q1: 36,616 shares; 2026Q2: 37,363 shares 37,363 $2.81M 0.03% +747 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,954 shares; 2024Q4: 23,202 shares; 2025Q1: 17,373 shares; 2025Q2: 14,788 shares; 2025Q3: 18,068 shares; 2025Q4: 49,694 shares; 2026Q1: 85,409 shares; 2026Q2: 143,902 shares 143,902 $2.81M 0.03% +58,493 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,017 shares; 2024Q4: 52,559 shares; 2025Q1: 44,939 shares; 2025Q2: 44,831 shares; 2025Q3: 43,085 shares; 2025Q4: 40,539 shares; 2026Q1: 40,732 shares; 2026Q2: 40,499 shares 40,499 $2.79M 0.03% -233 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,706 shares; 2024Q4: 7,139 shares; 2025Q1: 15,787 shares; 2025Q2: 28,836 shares; 2025Q3: 26,689 shares; 2025Q4: 18,006 shares; 2026Q1: 17,521 shares; 2026Q2: 18,887 shares 18,887 $2.76M 0.03% +1,366 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,479 shares; 2024Q4: 293,066 shares; 2025Q1: 91,867 shares; 2025Q2: 75,918 shares; 2025Q3: 71,107 shares; 2025Q4: 57,549 shares; 2026Q1: 55,046 shares; 2026Q2: 54,515 shares 54,515 $2.76M 0.03% -531 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,297 shares; 2024Q4: 10,172 shares; 2025Q1: 10,881 shares; 2025Q2: 11,005 shares; 2025Q3: 12,927 shares; 2025Q4: 14,096 shares; 2026Q1: 16,640 shares; 2026Q2: 17,231 shares 17,231 $2.75M 0.03% +591 Timeline