VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452,156 shares; 2024Q4: 1,483,150 shares; 2025Q1: 1,517,901 shares; 2025Q2: 1,648,443 shares; 2025Q3: 1,642,867 shares; 2025Q4: 1,661,237 shares; 2026Q1: 1,731,717 shares; 2026Q2: 1,752,517 shares 1,752,517 $649M 7.11% +20,800 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: 3,229,808 shares; 2024Q4: 3,359,902 shares; 2025Q1: 3,340,457 shares; 2025Q2: 3,430,347 shares; 2025Q3: 3,272,155 shares; 2025Q4: 3,339,132 shares; 2026Q1: 3,452,220 shares; 2026Q2: 3,511,693 shares 3,511,693 $294M 3.22% +59,473 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: 59,541 shares; 2024Q4: 67,888 shares; 2025Q1: 79,081 shares; 2025Q2: 186,655 shares; 2025Q3: 235,307 shares; 2025Q4: 230,276 shares; 2026Q1: 255,954 shares; 2026Q2: 301,387 shares 301,387 $226M 2.47% +45,433 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,400 shares; 2024Q4: 286,408 shares; 2025Q1: 368,654 shares; 2025Q2: 507,505 shares; 2025Q3: 543,776 shares; 2025Q4: 531,978 shares; 2026Q1: 660,017 shares; 2026Q2: 680,491 shares 680,491 $197M 2.16% +20,474 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: 223,916 shares; 2024Q4: 218,767 shares; 2025Q1: 229,949 shares; 2025Q2: 237,854 shares; 2025Q3: 232,623 shares; 2025Q4: 243,232 shares; 2026Q1: 284,069 shares; 2026Q2: 1,813,507 shares 1,813,507 $156M 1.71% +1,529,438 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: 304,480 shares; 2024Q4: 425,192 shares; 2025Q1: 490,833 shares; 2025Q2: 602,850 shares; 2025Q3: 642,982 shares; 2025Q4: 633,764 shares; 2026Q1: 689,910 shares; 2026Q2: 763,018 shares 763,018 $153M 1.67% +73,108 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: 391,229 shares; 2024Q4: 419,398 shares; 2025Q1: 437,227 shares; 2025Q2: 425,301 shares; 2025Q3: 471,875 shares; 2025Q4: 481,837 shares; 2026Q1: 552,948 shares; 2026Q2: 577,286 shares 577,286 $126M 1.38% +24,338 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: 78,672 shares; 2024Q4: 85,085 shares; 2025Q1: 96,643 shares; 2025Q2: 137,724 shares; 2025Q3: 152,583 shares; 2025Q4: 155,474 shares; 2026Q1: 161,978 shares; 2026Q2: 172,958 shares 172,958 $119M 1.3% +10,980 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: 86,929 shares; 2024Q4: 92,247 shares; 2025Q1: 125,348 shares; 2025Q2: 142,948 shares; 2025Q3: 145,005 shares; 2025Q4: 145,586 shares; 2026Q1: 148,667 shares; 2026Q2: 151,265 shares 151,265 $113M 1.24% +2,598 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349,654 shares; 2025Q4: 342,229 shares; 2026Q1: 344,553 shares; 2026Q2: 356,488 shares 356,488 $108M 1.18% +11,935 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: 218,692 shares; 2024Q4: 223,937 shares; 2025Q1: 298,559 shares; 2025Q2: 308,445 shares; 2025Q3: 361,407 shares; 2025Q4: 354,731 shares; 2026Q1: 407,933 shares; 2026Q2: 415,028 shares 415,028 $98.9M 1.08% +7,095 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,301,813 shares; 2025Q4: 1,359,312 shares; 2026Q1: 1,663,485 shares; 2026Q2: 1,753,766 shares 1,753,766 $93.8M 1.03% +90,281 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,884 shares; 2024Q4: 37,607 shares; 2025Q1: 69,746 shares; 2025Q2: 117,949 shares; 2025Q3: 111,824 shares; 2025Q4: 110,418 shares; 2026Q1: 122,925 shares; 2026Q2: 122,994 shares 122,994 $90.7M 0.99% +69 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: 118,902 shares; 2024Q4: 130,425 shares; 2025Q1: 165,602 shares; 2025Q2: 185,451 shares; 2025Q3: 217,696 shares; 2025Q4: 221,500 shares; 2026Q1: 237,139 shares; 2026Q2: 232,689 shares 232,689 $86.8M 0.95% -4,450 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: 33,826 shares; 2024Q4: 42,185 shares; 2025Q1: 147,924 shares; 2025Q2: 161,269 shares; 2025Q3: 160,329 shares; 2025Q4: 160,739 shares; 2026Q1: 166,488 shares; 2026Q2: 170,686 shares 170,686 $85.4M 0.94% +4,198 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: 138,879 shares; 2024Q4: 154,226 shares; 2025Q1: 176,338 shares; 2025Q2: 234,981 shares; 2025Q3: 250,103 shares; 2025Q4: 281,920 shares; 2026Q1: 657,994 shares; 2026Q2: 693,192 shares 693,192 $82.5M 0.9% +35,198 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: not reported; 2025Q2: not reported; 2025Q3: 2,166,337 shares; 2025Q4: 2,382,094 shares; 2026Q1: 2,496,913 shares; 2026Q2: 2,847,673 shares 2,847,673 $75.5M 0.83% +350,760 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: 45,359 shares; 2024Q4: 49,101 shares; 2025Q1: 81,307 shares; 2025Q2: 97,269 shares; 2025Q3: 109,351 shares; 2025Q4: 109,077 shares; 2026Q1: 185,690 shares; 2026Q2: 187,108 shares 187,108 $66.1M 0.72% +1,418 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: 188,382 shares; 2024Q4: 213,064 shares; 2025Q1: 239,048 shares; 2025Q2: 326,462 shares; 2025Q3: 362,645 shares; 2025Q4: 403,443 shares; 2026Q1: 965,471 shares; 2026Q2: 1,024,625 shares 1,024,625 $62.3M 0.68% +59,154 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,954 shares; 2025Q4: 195,202 shares; 2026Q1: 81,266 shares; 2026Q2: 1,203,043 shares 1,203,043 $60.8M 0.67% +1,121,777 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: 486,177 shares; 2024Q4: 512,606 shares; 2025Q1: 564,968 shares; 2025Q2: 650,132 shares; 2025Q3: 692,581 shares; 2025Q4: 716,748 shares; 2026Q1: 774,716 shares; 2026Q2: 803,015 shares 803,015 $57.2M 0.63% +28,299 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: 87,109 shares; 2024Q4: 94,276 shares; 2025Q1: 123,545 shares; 2025Q2: 166,679 shares; 2025Q3: 187,952 shares; 2025Q4: 188,270 shares; 2026Q1: 196,239 shares; 2026Q2: 174,535 shares 174,535 $57.1M 0.63% -21,704 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,304 shares; 2024Q4: 197,507 shares; 2025Q1: 191,374 shares; 2025Q2: 203,262 shares; 2025Q3: 194,255 shares; 2025Q4: 196,321 shares; 2026Q1: 215,831 shares; 2026Q2: 223,617 shares 223,617 $54.3M 0.6% +7,786 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: 88,578 shares; 2024Q4: 92,877 shares; 2025Q1: 96,086 shares; 2025Q2: 103,163 shares; 2025Q3: 106,599 shares; 2025Q4: 98,739 shares; 2026Q1: 141,104 shares; 2026Q2: 143,665 shares 143,665 $54.3M 0.6% +2,561 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: 343,765 shares; 2024Q4: 422,118 shares; 2025Q1: 320,673 shares; 2025Q2: 454,759 shares; 2025Q3: 516,313 shares; 2025Q4: 488,202 shares; 2026Q1: 566,224 shares; 2026Q2: 543,437 shares 543,437 $52.5M 0.58% -22,787 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: 59,486 shares; 2024Q4: 57,649 shares; 2025Q1: 59,085 shares; 2025Q2: 60,791 shares; 2025Q3: 64,127 shares; 2025Q4: 56,776 shares; 2026Q1: 80,683 shares; 2026Q2: 84,356 shares 84,356 $47.5M 0.52% +3,673 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: 83,539 shares; 2024Q4: 88,243 shares; 2025Q1: 60,565 shares; 2025Q2: 63,422 shares; 2025Q3: 70,733 shares; 2025Q4: 133,688 shares; 2026Q1: 148,385 shares; 2026Q2: 157,452 shares 157,452 $47.3M 0.52% +9,067 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: 57,602 shares; 2024Q4: 62,524 shares; 2025Q1: 79,552 shares; 2025Q2: 86,019 shares; 2025Q3: 93,264 shares; 2025Q4: 113,424 shares; 2026Q1: 127,839 shares; 2026Q2: 586,924 shares 586,924 $47.3M 0.52% +459,085 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 388,586 shares; 2025Q4: 423,587 shares; 2026Q1: 774,495 shares; 2026Q2: 852,313 shares 852,313 $44.6M 0.49% +77,818 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: 25,745 shares; 2024Q4: 26,195 shares; 2025Q1: 28,282 shares; 2025Q2: 43,142 shares; 2025Q3: 96,256 shares; 2025Q4: 100,594 shares; 2026Q1: 99,602 shares; 2026Q2: 104,547 shares 104,547 $44M 0.48% +4,945 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: not reported; 2024Q4: not reported; 2025Q1: 2,290 shares; 2025Q2: 5,867 shares; 2025Q3: 71,074 shares; 2025Q4: 72,486 shares; 2026Q1: 80,906 shares; 2026Q2: 66,155 shares 66,155 $43.4M 0.48% -14,751 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,882 shares; 2024Q4: 176,987 shares; 2025Q1: 177,641 shares; 2025Q2: 227,073 shares; 2025Q3: 165,838 shares; 2025Q4: 168,721 shares; 2026Q1: 195,010 shares; 2026Q2: 206,724 shares 206,724 $40.8M 0.45% +11,714 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: 13,314 shares; 2024Q4: 15,444 shares; 2025Q1: 15,531 shares; 2025Q2: 14,557 shares; 2025Q3: 15,310 shares; 2025Q4: 15,094 shares; 2026Q1: 54,302 shares; 2026Q2: 55,314 shares 55,314 $40M 0.44% +1,012 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: 36,884 shares; 2024Q4: 37,737 shares; 2025Q1: 32,043 shares; 2025Q2: 12,246 shares; 2025Q3: 12,714 shares; 2025Q4: 12,934 shares; 2026Q1: 36,865 shares; 2026Q2: 37,003 shares 37,003 $39.4M 0.43% +138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343,128 shares; 2025Q4: 348,961 shares; 2026Q1: 330,251 shares; 2026Q2: 332,171 shares 332,171 $38.8M 0.42% +1,920 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: 32,267 shares; 2024Q4: 35,860 shares; 2025Q1: 36,441 shares; 2025Q2: 43,925 shares; 2025Q3: 76,596 shares; 2025Q4: 72,437 shares; 2026Q1: 69,805 shares; 2026Q2: 66,586 shares 66,586 $38.7M 0.42% -3,219 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: 4,482 shares; 2024Q4: 4,565 shares; 2025Q1: 5,284 shares; 2025Q2: 21,507 shares; 2025Q3: 15,411 shares; 2025Q4: 22,281 shares; 2026Q1: 36,984 shares; 2026Q2: 33,134 shares 33,134 $38.2M 0.42% -3,850 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: 6,484 shares; 2024Q4: 12,468 shares; 2025Q1: 12,488 shares; 2025Q2: 14,062 shares; 2025Q3: 14,877 shares; 2025Q4: 15,249 shares; 2026Q1: 28,323 shares; 2026Q2: 31,495 shares 31,495 $37.8M 0.41% +3,172 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: 68,510 shares; 2024Q4: 70,297 shares; 2025Q1: 76,846 shares; 2025Q2: 84,832 shares; 2025Q3: 97,105 shares; 2025Q4: 98,231 shares; 2026Q1: 110,082 shares; 2026Q2: 116,926 shares 116,926 $35.4M 0.39% +6,844 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,018 shares; 2024Q4: 239,651 shares; 2025Q1: 501,831 shares; 2025Q2: 514,749 shares; 2025Q3: 581,987 shares; 2025Q4: 598,936 shares; 2026Q1: 714,406 shares; 2026Q2: 766,169 shares 766,169 $35.4M 0.39% +51,763 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: 192,078 shares; 2024Q4: 196,460 shares; 2025Q1: 391,386 shares; 2025Q2: 383,816 shares; 2025Q3: 440,158 shares; 2025Q4: 432,744 shares; 2026Q1: 436,907 shares; 2026Q2: 457,005 shares 457,005 $35.2M 0.39% +20,098 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: 181,288 shares; 2024Q4: 184,756 shares; 2025Q1: 247,123 shares; 2025Q2: 241,108 shares; 2025Q3: 287,893 shares; 2025Q4: 305,794 shares; 2026Q1: 321,111 shares; 2026Q2: 352,172 shares 352,172 $34.9M 0.38% +31,061 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,838 shares; 2024Q4: 44,498 shares; 2025Q1: 384,920 shares; 2025Q2: 358,714 shares; 2025Q3: 382,861 shares; 2025Q4: 757,338 shares; 2026Q1: 807,393 shares; 2026Q2: 766,801 shares 766,801 $34.8M 0.38% -40,592 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: 227,739 shares; 2024Q4: 228,424 shares; 2025Q1: 201,530 shares; 2025Q2: 253,143 shares; 2025Q3: 260,452 shares; 2025Q4: 248,828 shares; 2026Q1: 399,985 shares; 2026Q2: 416,200 shares 416,200 $34.5M 0.38% +16,215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,552,485 shares; 2025Q4: 1,574,557 shares; 2026Q1: 1,609,633 shares; 2026Q2: 1,540,468 shares 1,540,468 $33.6M 0.37% -69,165 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: 43,283 shares; 2024Q4: 51,983 shares; 2025Q1: 147,266 shares; 2025Q2: 170,894 shares; 2025Q3: 177,324 shares; 2025Q4: 151,766 shares; 2026Q1: 152,920 shares; 2026Q2: 155,636 shares 155,636 $33.1M 0.36% +2,716 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: 49,614 shares; 2024Q4: 242,120 shares; 2025Q1: 298,811 shares; 2025Q2: 508,661 shares; 2025Q3: 736,795 shares; 2025Q4: 792,965 shares; 2026Q1: 938,366 shares; 2026Q2: 977,847 shares 977,847 $33.1M 0.36% +39,481 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,591 shares; 2025Q2: 348,672 shares; 2025Q3: 361,910 shares; 2025Q4: 371,659 shares; 2026Q1: 374,321 shares; 2026Q2: 376,075 shares 376,075 $33M 0.36% +1,754 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: 2,791 shares; 2024Q4: 3,042 shares; 2025Q1: 5,954 shares; 2025Q2: 7,330 shares; 2025Q3: 15,991 shares; 2025Q4: 29,312 shares; 2026Q1: 37,172 shares; 2026Q2: 32,547 shares 32,547 $32.9M 0.36% -4,625 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: 4,392 shares; 2024Q4: 4,598 shares; 2025Q1: 6,415 shares; 2025Q2: 9,393 shares; 2025Q3: 34,139 shares; 2025Q4: 35,446 shares; 2026Q1: 86,509 shares; 2026Q2: 75,206 shares 75,206 $32.4M 0.36% -11,303 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: 183,563 shares; 2024Q4: 193,080 shares; 2025Q1: 221,310 shares; 2025Q2: 248,793 shares; 2025Q3: 269,894 shares; 2025Q4: 259,383 shares; 2026Q1: 242,768 shares; 2026Q2: 286,143 shares 286,143 $32.4M 0.36% +43,375 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: 114,977 shares; 2024Q4: 127,831 shares; 2025Q1: 134,582 shares; 2025Q2: 271,631 shares; 2025Q3: 317,625 shares; 2025Q4: 350,070 shares; 2026Q1: 366,291 shares; 2026Q2: 388,878 shares 388,878 $32.1M 0.35% +22,587 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,941 shares; 2025Q2: 208,491 shares; 2025Q3: 211,927 shares; 2025Q4: 215,035 shares; 2026Q1: 210,653 shares; 2026Q2: 206,793 shares 206,793 $31.4M 0.34% -3,860 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: 78,202 shares; 2024Q4: 98,756 shares; 2025Q1: 145,964 shares; 2025Q2: 149,122 shares; 2025Q3: 152,462 shares; 2025Q4: 155,407 shares; 2026Q1: 205,017 shares; 2026Q2: 190,400 shares 190,400 $31.3M 0.34% -14,617 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: 43,603 shares; 2024Q4: 54,457 shares; 2025Q1: 59,211 shares; 2025Q2: 96,363 shares; 2025Q3: 98,506 shares; 2025Q4: 101,026 shares; 2026Q1: 118,805 shares; 2026Q2: 119,066 shares 119,066 $30.2M 0.33% +261 Timeline IBDY 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: 1,854,861 shares; 2025Q4: 1,952,145 shares; 2026Q1: 2,038,645 shares; 2026Q2: 1,143,222 shares 1,143,222 $29.4M 0.32% -895,423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,514 shares; 2025Q4: 192,458 shares; 2026Q1: 321,765 shares; 2026Q2: 304,353 shares 304,353 $29.4M 0.32% -17,412 Timeline IBDX 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: 1,441,585 shares; 2025Q4: 1,521,738 shares; 2026Q1: 1,584,574 shares; 2026Q2: 1,160,179 shares 1,160,179 $29.2M 0.32% -424,395 Timeline IBDW 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: 1,739,411 shares; 2025Q4: 1,826,496 shares; 2026Q1: 1,900,235 shares; 2026Q2: 1,399,981 shares 1,399,981 $29.2M 0.32% -500,254 Timeline IBDU 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: 1,010,855 shares; 2025Q4: 1,068,563 shares; 2026Q1: 1,113,705 shares; 2026Q2: 1,229,949 shares 1,229,949 $28.5M 0.31% +116,244 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,064 shares; 2025Q4: 237,946 shares; 2026Q1: 249,107 shares; 2026Q2: 366,127 shares 366,127 $28.4M 0.31% +117,020 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779,796 shares; 2025Q4: 528,351 shares; 2026Q1: 548,869 shares; 2026Q2: 1,089,727 shares 1,089,727 $27.5M 0.3% +540,858 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: 62,484 shares; 2024Q4: 269,602 shares; 2025Q1: 421,012 shares; 2025Q2: 474,816 shares; 2025Q3: 523,503 shares; 2025Q4: 626,200 shares; 2026Q1: 768,276 shares; 2026Q2: 934,822 shares 934,822 $27.5M 0.3% +166,546 Timeline IBDZ 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: 522,212 shares; 2025Q4: 1,657,455 shares; 2026Q1: 1,755,367 shares; 2026Q2: 1,054,715 shares 1,054,715 $27.5M 0.3% -700,652 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,151 shares; 2024Q4: 371,574 shares; 2025Q1: 327,083 shares; 2025Q2: 290,671 shares; 2025Q3: 322,953 shares; 2025Q4: 307,975 shares; 2026Q1: 241,389 shares; 2026Q2: 242,785 shares 242,785 $27.3M 0.3% +1,396 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: 6,304 shares; 2024Q4: 6,708 shares; 2025Q1: 4,919 shares; 2025Q2: 6,633 shares; 2025Q3: 110,778 shares; 2025Q4: 108,754 shares; 2026Q1: 114,642 shares; 2026Q2: 117,262 shares 117,262 $26.6M 0.29% +2,620 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: 243,048 shares; 2024Q4: 255,737 shares; 2025Q1: 300,852 shares; 2025Q2: 343,821 shares; 2025Q3: 368,877 shares; 2025Q4: 377,902 shares; 2026Q1: 422,809 shares; 2026Q2: 445,583 shares 445,583 $26.6M 0.29% +22,774 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: 19,470 shares; 2024Q4: 20,466 shares; 2025Q1: 35,599 shares; 2025Q2: 37,303 shares; 2025Q3: 34,432 shares; 2025Q4: 40,590 shares; 2026Q1: 45,836 shares; 2026Q2: 63,786 shares 63,786 $25.1M 0.28% +17,950 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: 26,930 shares; 2024Q4: 27,916 shares; 2025Q1: 27,659 shares; 2025Q2: 27,507 shares; 2025Q3: 28,190 shares; 2025Q4: 18,417 shares; 2026Q1: 26,213 shares; 2026Q2: 26,539 shares 26,539 $24.8M 0.27% +326 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: 65,517 shares; 2024Q4: 66,138 shares; 2025Q1: 73,339 shares; 2025Q2: 103,247 shares; 2025Q3: 112,405 shares; 2025Q4: 123,301 shares; 2026Q1: 147,764 shares; 2026Q2: 156,108 shares 156,108 $24.7M 0.27% +8,344 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,627 shares; 2024Q4: 122,310 shares; 2025Q1: 129,378 shares; 2025Q2: 148,363 shares; 2025Q3: 161,507 shares; 2025Q4: 169,281 shares; 2026Q1: 175,877 shares; 2026Q2: 180,124 shares 180,124 $24.6M 0.27% +4,247 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: 152,209 shares; 2024Q4: 326,363 shares; 2025Q1: 584,327 shares; 2025Q2: 612,910 shares; 2025Q3: 606,155 shares; 2025Q4: 612,874 shares; 2026Q1: 916,786 shares; 2026Q2: 975,260 shares 975,260 $24M 0.26% +58,474 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,808 shares; 2025Q1: 6,823 shares; 2025Q2: 7,096 shares; 2025Q3: 6,994 shares; 2025Q4: 6,984 shares; 2026Q1: 9,009 shares; 2026Q2: 48,934 shares 48,934 $24M 0.26% +39,925 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: 27,970 shares; 2024Q4: 37,582 shares; 2025Q1: 58,957 shares; 2025Q2: 43,162 shares; 2025Q3: 48,695 shares; 2025Q4: 47,787 shares; 2026Q1: 47,782 shares; 2026Q2: 49,353 shares 49,353 $23.6M 0.26% +1,571 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,055 shares; 2024Q4: 7,264 shares; 2025Q1: 12,984 shares; 2025Q2: 42,383 shares; 2025Q3: 44,623 shares; 2025Q4: 44,795 shares; 2026Q1: 44,945 shares; 2026Q2: 44,815 shares 44,815 $23.5M 0.26% -130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526,182 shares; 2025Q4: 523,015 shares; 2026Q1: 532,862 shares; 2026Q2: 543,993 shares 543,993 $23.5M 0.26% +11,131 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: 40,081 shares; 2024Q4: 47,745 shares; 2025Q1: 59,446 shares; 2025Q2: 65,655 shares; 2025Q3: 67,890 shares; 2025Q4: 68,156 shares; 2026Q1: 89,029 shares; 2026Q2: 93,109 shares 93,109 $23.4M 0.26% +4,080 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395,871 shares; 2025Q4: 428,567 shares; 2026Q1: 490,694 shares; 2026Q2: 509,687 shares 509,687 $23.3M 0.26% +18,993 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: 30,976 shares; 2024Q4: 26,076 shares; 2025Q1: 39,585 shares; 2025Q2: 45,036 shares; 2025Q3: 48,627 shares; 2025Q4: 95,681 shares; 2026Q1: 122,339 shares; 2026Q2: 120,843 shares 120,843 $23M 0.25% -1,496 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: 27,513 shares; 2024Q4: 30,538 shares; 2025Q1: 45,396 shares; 2025Q2: 69,877 shares; 2025Q3: 52,740 shares; 2025Q4: 60,384 shares; 2026Q1: 57,649 shares; 2026Q2: 61,895 shares 61,895 $22.8M 0.25% +4,246 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: 34,888 shares; 2024Q4: 37,656 shares; 2025Q1: 38,912 shares; 2025Q2: 36,749 shares; 2025Q3: 37,272 shares; 2025Q4: 40,437 shares; 2026Q1: 44,101 shares; 2026Q2: 182,955 shares 182,955 $22.7M 0.25% +138,854 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: 38,197 shares; 2024Q4: 41,139 shares; 2025Q1: 40,480 shares; 2025Q2: 42,149 shares; 2025Q3: 47,690 shares; 2025Q4: 46,721 shares; 2026Q1: 66,563 shares; 2026Q2: 63,461 shares 63,461 $21.8M 0.24% -3,102 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: 47,893 shares; 2024Q4: 55,204 shares; 2025Q1: 60,259 shares; 2025Q2: 59,301 shares; 2025Q3: 61,831 shares; 2025Q4: 63,208 shares; 2026Q1: 84,490 shares; 2026Q2: 87,331 shares 87,331 $21.2M 0.23% +2,841 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: 32,687 shares; 2024Q4: 31,025 shares; 2025Q1: 32,520 shares; 2025Q2: 36,126 shares; 2025Q3: 37,313 shares; 2025Q4: 38,231 shares; 2026Q1: 79,498 shares; 2026Q2: 86,579 shares 86,579 $20.5M 0.22% +7,081 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: 54,147 shares; 2024Q4: 50,180 shares; 2025Q1: 59,271 shares; 2025Q2: 86,953 shares; 2025Q3: 147,692 shares; 2025Q4: 144,185 shares; 2026Q1: 131,190 shares; 2026Q2: 137,369 shares 137,369 $20.4M 0.22% +6,179 Timeline GBND 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: not reported; 2026Q2: 396,755 shares 396,755 $20.1M 0.22% new 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: 76,102 shares; 2024Q4: 102,099 shares; 2025Q1: 100,173 shares; 2025Q2: 118,529 shares; 2025Q3: 120,217 shares; 2025Q4: 137,745 shares; 2026Q1: 148,433 shares; 2026Q2: 153,789 shares 153,789 $19.9M 0.22% +5,356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383,062 shares; 2025Q4: 403,741 shares; 2026Q1: 407,716 shares; 2026Q2: 433,566 shares 433,566 $19.8M 0.22% +25,850 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,411 shares; 2025Q4: 26,357 shares; 2026Q1: 39,669 shares; 2026Q2: 231,192 shares 231,192 $19.1M 0.21% +191,523 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397,777 shares; 2025Q4: 381,252 shares; 2026Q1: 360,315 shares; 2026Q2: 417,093 shares 417,093 $19.1M 0.21% +56,778 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,470 shares; 2025Q4: 106,618 shares; 2026Q1: 119,291 shares; 2026Q2: 117,528 shares 117,528 $19M 0.21% -1,763 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: 53,088 shares; 2024Q4: 82,275 shares; 2025Q1: 103,557 shares; 2025Q2: 118,021 shares; 2025Q3: 131,685 shares; 2025Q4: 134,213 shares; 2026Q1: 156,955 shares; 2026Q2: 161,451 shares 161,451 $19M 0.21% +4,496 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,277 shares; 2025Q1: 259,028 shares; 2025Q2: 246,382 shares; 2025Q3: 216,312 shares; 2025Q4: 212,036 shares; 2026Q1: 215,439 shares; 2026Q2: 181,107 shares 181,107 $18.8M 0.21% -34,332 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: 4,973 shares; 2024Q4: 84,118 shares; 2025Q1: 279,758 shares; 2025Q2: 274,775 shares; 2025Q3: 274,907 shares; 2025Q4: 270,136 shares; 2026Q1: 256,644 shares; 2026Q2: 248,254 shares 248,254 $18.7M 0.21% -8,390 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: 10,654 shares; 2024Q4: 10,535 shares; 2025Q1: 4,062 shares; 2025Q2: 4,091 shares; 2025Q3: 4,134 shares; 2025Q4: 4,062 shares; 2026Q1: 16,278 shares; 2026Q2: 16,406 shares 16,406 $18.6M 0.2% +128 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,640 shares; 2025Q4: 287,068 shares; 2026Q1: 355,384 shares; 2026Q2: 356,903 shares 356,903 $18.1M 0.2% +1,519 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: 9,593 shares; 2024Q4: 9,729 shares; 2025Q1: 11,032 shares; 2025Q2: 12,694 shares; 2025Q3: 19,399 shares; 2025Q4: 19,515 shares; 2026Q1: 23,719 shares; 2026Q2: 23,626 shares 23,626 $18M 0.2% -93 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: 47,255 shares; 2024Q4: 45,577 shares; 2025Q1: 54,124 shares; 2025Q2: 69,975 shares; 2025Q3: 97,211 shares; 2025Q4: 106,674 shares; 2026Q1: 200,344 shares; 2026Q2: 209,889 shares 209,889 $17.9M 0.2% +9,545 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: 12,143 shares; 2024Q4: 311,603 shares; 2025Q1: 389,231 shares; 2025Q2: 405,457 shares; 2025Q3: 481,701 shares; 2025Q4: 499,464 shares; 2026Q1: 517,010 shares; 2026Q2: 552,588 shares 552,588 $17.5M 0.19% +35,578 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,801 shares; 2024Q4: 3,955 shares; 2025Q1: 181,196 shares; 2025Q2: 308,129 shares; 2025Q3: 192,255 shares; 2025Q4: 191,156 shares; 2026Q1: 188,392 shares; 2026Q2: 187,734 shares 187,734 $17.5M 0.19% -658 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: 42,863 shares; 2024Q4: 80,126 shares; 2025Q1: 102,500 shares; 2025Q2: 125,447 shares; 2025Q3: 148,531 shares; 2025Q4: 152,463 shares; 2026Q1: 285,813 shares; 2026Q2: 306,121 shares 306,121 $17.4M 0.19% +20,308 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,126 shares; 2025Q4: 204,706 shares; 2026Q1: 210,391 shares; 2026Q2: 194,245 shares 194,245 $17.3M 0.19% -16,146 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: 1,432 shares; 2024Q4: 2,772 shares; 2025Q1: 2,563 shares; 2025Q2: 1,046 shares; 2025Q3: 1,337 shares; 2025Q4: 1,275 shares; 2026Q1: 7,852 shares; 2026Q2: 8,672 shares 8,672 $17.3M 0.19% +820 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: not reported; 2024Q4: 102,784 shares; 2025Q1: 101,870 shares; 2025Q2: 101,618 shares; 2025Q3: 106,124 shares; 2025Q4: 102,495 shares; 2026Q1: 341,282 shares; 2026Q2: 335,911 shares 335,911 $16.9M 0.19% -5,371 Timeline FBT 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: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 7,659 shares; 2025Q2: 3,704 shares; 2025Q3: 2,634 shares; 2025Q4: 2,491 shares; 2026Q1: 24,795 shares; 2026Q2: 66,638 shares 66,638 $16.5M 0.18% +41,843 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: 166,559 shares; 2024Q4: 192,684 shares; 2025Q1: 220,261 shares; 2025Q2: 264,930 shares; 2025Q3: 303,487 shares; 2025Q4: 320,323 shares; 2026Q1: 412,344 shares; 2026Q2: 491,970 shares 491,970 $16.5M 0.18% +79,626 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: 10,159 shares; 2024Q4: 12,790 shares; 2025Q1: 12,963 shares; 2025Q2: 17,089 shares; 2025Q3: 18,898 shares; 2025Q4: 22,637 shares; 2026Q1: 70,743 shares; 2026Q2: 72,544 shares 72,544 $15.7M 0.17% +1,801 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: 61,123 shares; 2024Q4: 62,901 shares; 2025Q1: 65,160 shares; 2025Q2: 67,034 shares; 2025Q3: 108,299 shares; 2025Q4: 113,136 shares; 2026Q1: 297,721 shares; 2026Q2: 303,250 shares 303,250 $15.7M 0.17% +5,529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672,888 shares; 2026Q2: 695,748 shares 695,748 $15.5M 0.17% +22,860 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 943,563 shares; 2025Q1: 963,563 shares; 2025Q2: 1,026,663 shares; 2025Q3: 1,022,784 shares; 2025Q4: 1,024,428 shares; 2026Q1: 1,032,515 shares; 2026Q2: 1,049,774 shares 1,049,774 $15.2M 0.17% +17,259 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: 14,001 shares; 2024Q4: 23,394 shares; 2025Q1: 54,221 shares; 2025Q2: 57,063 shares; 2025Q3: 58,490 shares; 2025Q4: 58,798 shares; 2026Q1: 46,237 shares; 2026Q2: 53,805 shares 53,805 $15.1M 0.17% +7,568 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,769 shares; 2024Q4: 232,384 shares; 2025Q1: 257,948 shares; 2025Q2: 276,923 shares; 2025Q3: 283,802 shares; 2025Q4: 308,927 shares; 2026Q1: 277,614 shares; 2026Q2: 283,389 shares 283,389 $14.9M 0.16% +5,775 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: 19,784 shares; 2024Q4: 18,885 shares; 2025Q1: 19,837 shares; 2025Q2: 22,038 shares; 2025Q3: 23,510 shares; 2025Q4: 199,497 shares; 2026Q1: 227,135 shares; 2026Q2: 207,446 shares 207,446 $14.8M 0.16% -19,689 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: 2,868 shares; 2024Q4: 3,032 shares; 2025Q1: 5,619 shares; 2025Q2: 6,975 shares; 2025Q3: 55,790 shares; 2025Q4: 67,762 shares; 2026Q1: 56,101 shares; 2026Q2: 49,583 shares 49,583 $14.8M 0.16% -6,518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,867 shares; 2025Q4: 7,522 shares; 2026Q1: 9,556 shares; 2026Q2: 12,493 shares 12,493 $14.7M 0.16% +2,937 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,704 shares; 2025Q1: 7,474 shares; 2025Q2: 7,287 shares; 2025Q3: 6,524 shares; 2025Q4: 8,483 shares; 2026Q1: 82,167 shares; 2026Q2: 85,586 shares 85,586 $14.5M 0.16% +3,419 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,190 shares; 2025Q2: 13,315 shares; 2025Q3: 12,946 shares; 2025Q4: 13,049 shares; 2026Q1: 475,507 shares; 2026Q2: 499,807 shares 499,807 $14.5M 0.16% +24,300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,067 shares; 2025Q4: 170,596 shares; 2026Q1: 233,512 shares; 2026Q2: 269,510 shares 269,510 $14.3M 0.16% +35,998 Timeline ANGL 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: 440,385 shares; 2025Q4: 456,608 shares; 2026Q1: 472,830 shares; 2026Q2: 487,919 shares 487,919 $14.3M 0.16% +15,089 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,646 shares; 2025Q4: 123,087 shares; 2026Q1: 133,566 shares; 2026Q2: 142,082 shares 142,082 $14.2M 0.16% +8,516 Timeline SHV 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: 586,507 shares; 2025Q2: 292,466 shares; 2025Q3: 225,739 shares; 2025Q4: 225,240 shares; 2026Q1: 380,800 shares; 2026Q2: 126,844 shares 126,844 $14M 0.15% -253,956 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279,158 shares; 2026Q2: 294,935 shares 294,935 $13.9M 0.15% +15,777 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: not reported; 2025Q2: not reported; 2025Q3: 84,216 shares; 2025Q4: 155,897 shares; 2026Q1: 202,743 shares; 2026Q2: 242,782 shares 242,782 $13.8M 0.15% +40,039 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: 209,217 shares; 2024Q4: 685,525 shares; 2025Q1: 686,738 shares; 2025Q2: 688,464 shares; 2025Q3: 696,700 shares; 2025Q4: 710,885 shares; 2026Q1: 710,703 shares; 2026Q2: 716,515 shares 716,515 $13.7M 0.15% +5,812 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,976 shares; 2025Q4: 112,802 shares; 2026Q1: 139,216 shares; 2026Q2: 155,676 shares 155,676 $13.7M 0.15% +16,460 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: 45,623 shares; 2024Q4: 277,540 shares; 2025Q1: 277,763 shares; 2025Q2: 260,520 shares; 2025Q3: 116,310 shares; 2025Q4: 50,599 shares; 2026Q1: 74,407 shares; 2026Q2: 263,368 shares 263,368 $13.3M 0.15% +188,961 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: 41,718 shares; 2024Q4: 150,172 shares; 2025Q1: 164,170 shares; 2025Q2: 121,259 shares; 2025Q3: 121,383 shares; 2025Q4: 128,613 shares; 2026Q1: 127,213 shares; 2026Q2: 130,129 shares 130,129 $13.3M 0.15% +2,916 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: 13,827 shares; 2024Q4: 14,363 shares; 2025Q1: 14,185 shares; 2025Q2: 16,520 shares; 2025Q3: 52,513 shares; 2025Q4: 48,522 shares; 2026Q1: 49,586 shares; 2026Q2: 45,909 shares 45,909 $13.1M 0.14% -3,677 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: not reported; 2025Q4: 1,506 shares; 2026Q1: 14,106 shares; 2026Q2: 20,443 shares 20,443 $13.1M 0.14% +6,337 Timeline EMHY 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: 301,221 shares; 2025Q2: 307,753 shares; 2025Q3: 318,239 shares; 2025Q4: 320,891 shares; 2026Q1: 319,492 shares; 2026Q2: 320,352 shares 320,352 $13M 0.14% +860 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: 20,574 shares; 2024Q4: 24,129 shares; 2025Q1: 26,328 shares; 2025Q2: 32,012 shares; 2025Q3: 33,951 shares; 2025Q4: 34,871 shares; 2026Q1: 36,775 shares; 2026Q2: 36,251 shares 36,251 $12.8M 0.14% -524 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: 15,225 shares; 2024Q4: 29,159 shares; 2025Q1: 36,079 shares; 2025Q2: 45,633 shares; 2025Q3: 49,495 shares; 2025Q4: 53,378 shares; 2026Q1: 69,933 shares; 2026Q2: 76,007 shares 76,007 $12.6M 0.14% +6,074 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: 5,199 shares; 2024Q4: 10,907 shares; 2025Q1: 29,500 shares; 2025Q2: 33,169 shares; 2025Q3: 34,773 shares; 2025Q4: 35,467 shares; 2026Q1: 38,640 shares; 2026Q2: 37,177 shares 37,177 $12.6M 0.14% -1,463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,731 shares; 2026Q2: 112,006 shares 112,006 $12.6M 0.14% -1,725 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,986 shares; 2024Q4: 30,931 shares; 2025Q1: 247,187 shares; 2025Q2: 280,304 shares; 2025Q3: 274,750 shares; 2025Q4: 358,677 shares; 2026Q1: 427,739 shares; 2026Q2: 452,428 shares 452,428 $12.5M 0.14% +24,689 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: 5,889 shares; 2024Q4: 18,963 shares; 2025Q1: 208,691 shares; 2025Q2: 58,611 shares; 2025Q3: 36,125 shares; 2025Q4: 37,296 shares; 2026Q1: 55,159 shares; 2026Q2: 56,568 shares 56,568 $12.4M 0.14% +1,409 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: 2,712 shares; 2024Q4: 2,993 shares; 2025Q1: 9,414 shares; 2025Q2: 8,419 shares; 2025Q3: 8,280 shares; 2025Q4: 8,339 shares; 2026Q1: 8,479 shares; 2026Q2: 102,695 shares 102,695 $12.3M 0.13% +94,216 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,713 shares; 2025Q1: 1,312 shares; 2025Q2: 1,398 shares; 2025Q3: 1,491 shares; 2025Q4: 1,187 shares; 2026Q1: 16,307 shares; 2026Q2: 16,998 shares 16,998 $12.2M 0.13% +691 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227,244 shares; 2025Q4: 193,898 shares; 2026Q1: 239,863 shares; 2026Q2: 216,551 shares 216,551 $12.2M 0.13% -23,312 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,815 shares; 2025Q2: 207,802 shares; 2025Q3: 232,433 shares; 2025Q4: 236,813 shares; 2026Q1: 240,252 shares; 2026Q2: 253,359 shares 253,359 $12.2M 0.13% +13,107 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,193 shares; 2026Q2: 127,043 shares 127,043 $12.1M 0.13% -2,150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,681 shares; 2025Q4: 5,298 shares; 2026Q1: 170,126 shares; 2026Q2: 176,715 shares 176,715 $12M 0.13% +6,589 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: 4,963 shares; 2024Q4: 14,429 shares; 2025Q1: 14,864 shares; 2025Q2: 16,892 shares; 2025Q3: 19,342 shares; 2025Q4: 22,593 shares; 2026Q1: 52,492 shares; 2026Q2: 46,657 shares 46,657 $11.9M 0.13% -5,835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,590 shares; 2025Q4: 143,927 shares; 2026Q1: 146,469 shares; 2026Q2: 146,801 shares 146,801 $11.9M 0.13% +332 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,218 shares; 2025Q4: 245,805 shares; 2026Q1: 383,975 shares; 2026Q2: 395,634 shares 395,634 $11.9M 0.13% +11,659 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: 36,377 shares; 2024Q4: 38,859 shares; 2025Q1: 44,510 shares; 2025Q2: 49,209 shares; 2025Q3: 51,762 shares; 2025Q4: 56,703 shares; 2026Q1: 72,745 shares; 2026Q2: 80,738 shares 80,738 $11.8M 0.13% +7,993 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: 8,165 shares; 2025Q1: 7,042 shares; 2025Q2: 7,905 shares; 2025Q3: 18,079 shares; 2025Q4: 31,414 shares; 2026Q1: 35,956 shares; 2026Q2: 27,168 shares 27,168 $11.8M 0.13% -8,788 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,271 shares; 2024Q4: 22,510 shares; 2025Q1: not reported; 2025Q2: 33,468 shares; 2025Q3: 30,442 shares; 2025Q4: not reported; 2026Q1: 227,808 shares; 2026Q2: 234,410 shares 234,410 $11.8M 0.13% +6,602 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,703 shares; 2025Q4: 25,964 shares; 2026Q1: 146,403 shares; 2026Q2: 128,821 shares 128,821 $11.7M 0.13% -17,582 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: 118,819 shares; 2024Q4: 125,890 shares; 2025Q1: 75,411 shares; 2025Q2: 71,106 shares; 2025Q3: 75,484 shares; 2025Q4: 81,508 shares; 2026Q1: 99,163 shares; 2026Q2: 107,650 shares 107,650 $11.6M 0.13% +8,487 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,603 shares; 2024Q4: 33,050 shares; 2025Q1: 33,001 shares; 2025Q2: 31,847 shares; 2025Q3: 32,118 shares; 2025Q4: 34,512 shares; 2026Q1: 43,106 shares; 2026Q2: 105,603 shares 105,603 $11.6M 0.13% +62,497 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: 10,181 shares; 2024Q4: 11,783 shares; 2025Q1: 38,297 shares; 2025Q2: 38,273 shares; 2025Q3: 39,605 shares; 2025Q4: 40,369 shares; 2026Q1: 114,306 shares; 2026Q2: 119,408 shares 119,408 $11.5M 0.13% +5,102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,844 shares; 2025Q4: 34,437 shares; 2026Q1: 31,181 shares; 2026Q2: 34,345 shares 34,345 $11.5M 0.13% +3,164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,103 shares; 2025Q4: 164,699 shares; 2026Q1: 168,746 shares; 2026Q2: 150,697 shares 150,697 $11.4M 0.13% -18,049 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 77,540 shares; 2025Q4: 70,628 shares; 2026Q1: 65,249 shares; 2026Q2: 46,571 shares 46,571 $11.4M 0.12% -18,678 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: 23,528 shares; 2024Q4: 24,729 shares; 2025Q1: 25,249 shares; 2025Q2: 16,616 shares; 2025Q3: 18,787 shares; 2025Q4: 20,970 shares; 2026Q1: 26,290 shares; 2026Q2: 27,417 shares 27,417 $11.4M 0.12% +1,127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,330 shares; 2025Q4: 45,625 shares; 2026Q1: 191,458 shares; 2026Q2: 210,265 shares 210,265 $11.4M 0.12% +18,807 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: 9,047 shares; 2024Q4: 11,214 shares; 2025Q1: 15,583 shares; 2025Q2: 13,534 shares; 2025Q3: 36,662 shares; 2025Q4: 23,444 shares; 2026Q1: 76,553 shares; 2026Q2: 81,882 shares 81,882 $11.3M 0.12% +5,329 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: 45,344 shares; 2024Q4: 26,915 shares; 2025Q1: 96,326 shares; 2025Q2: 95,555 shares; 2025Q3: 98,056 shares; 2025Q4: 98,618 shares; 2026Q1: 100,462 shares; 2026Q2: 107,048 shares 107,048 $11.1M 0.12% +6,586 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: not reported; 2024Q4: not reported; 2025Q1: 234,925 shares; 2025Q2: 209,126 shares; 2025Q3: 298,970 shares; 2025Q4: 252,968 shares; 2026Q1: 208,149 shares; 2026Q2: 181,462 shares 181,462 $11.1M 0.12% -26,687 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: 250,068 shares; 2024Q4: 243,335 shares; 2025Q1: 228,856 shares; 2025Q2: 155,323 shares; 2025Q3: 206,970 shares; 2025Q4: 205,465 shares; 2026Q1: 204,584 shares; 2026Q2: 209,904 shares 209,904 $11.1M 0.12% +5,320 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,513 shares; 2025Q4: 33,896 shares; 2026Q1: 50,281 shares; 2026Q2: 50,408 shares 50,408 $11M 0.12% +127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,860 shares; 2025Q4: 29,249 shares; 2026Q1: 101,468 shares; 2026Q2: 109,258 shares 109,258 $11M 0.12% +7,790 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: 48,847 shares; 2024Q4: 52,902 shares; 2025Q1: 55,188 shares; 2025Q2: 54,434 shares; 2025Q3: 51,300 shares; 2025Q4: 119,915 shares; 2026Q1: 68,892 shares; 2026Q2: 78,017 shares 78,017 $10.9M 0.12% +9,125 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: 12,474 shares; 2024Q4: 34,715 shares; 2025Q1: 43,659 shares; 2025Q2: 276,106 shares; 2025Q3: 374,677 shares; 2025Q4: 419,308 shares; 2026Q1: 399,311 shares; 2026Q2: 360,966 shares 360,966 $10.9M 0.12% -38,345 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: not reported; 2025Q2: not reported; 2025Q3: 139,916 shares; 2025Q4: 136,156 shares; 2026Q1: 173,510 shares; 2026Q2: 216,871 shares 216,871 $10.8M 0.12% +43,361 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: not reported; 2024Q4: 101,450 shares; 2025Q1: 121,346 shares; 2025Q2: 606,451 shares; 2025Q3: 793,114 shares; 2025Q4: 855,109 shares; 2026Q1: 625,539 shares; 2026Q2: 572,407 shares 572,407 $10.8M 0.12% -53,132 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,782 shares; 2024Q4: 10,532 shares; 2025Q1: 10,596 shares; 2025Q2: 8,810 shares; 2025Q3: 12,742 shares; 2025Q4: 12,784 shares; 2026Q1: 16,466 shares; 2026Q2: 17,095 shares 17,095 $10.7M 0.12% +629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,774 shares; 2025Q4: 66,624 shares; 2026Q1: 78,521 shares; 2026Q2: 147,258 shares 147,258 $10.6M 0.12% +68,737 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182,729 shares; 2025Q4: 172,025 shares; 2026Q1: 156,009 shares; 2026Q2: 519,974 shares 519,974 $10.5M 0.12% +363,965 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,621 shares; 2025Q2: 23,922 shares; 2025Q3: 43,051 shares; 2025Q4: 54,109 shares; 2026Q1: 127,406 shares; 2026Q2: 261,976 shares 261,976 $10.4M 0.11% +134,570 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,785 shares; 2025Q3: 1,760 shares; 2025Q4: 1,736 shares; 2026Q1: 26,299 shares; 2026Q2: 26,795 shares 26,795 $10.3M 0.11% +496 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,002 shares; 2026Q1: 198,455 shares; 2026Q2: 213,225 shares 213,225 $10.3M 0.11% +14,770 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 322,894 shares; 2025Q4: 333,975 shares; 2026Q1: 353,539 shares; 2026Q2: 401,354 shares 401,354 $10.3M 0.11% +47,815 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: 13,902 shares; 2025Q4: 21,799 shares; 2026Q1: 181,125 shares; 2026Q2: 194,981 shares 194,981 $10.3M 0.11% +13,856 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: 8,103 shares; 2024Q4: 15,914 shares; 2025Q1: 15,410 shares; 2025Q2: 17,671 shares; 2025Q3: 21,543 shares; 2025Q4: 21,293 shares; 2026Q1: 48,971 shares; 2026Q2: 29,633 shares 29,633 $10.1M 0.11% -19,338 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: 95,204 shares; 2024Q4: 175,867 shares; 2025Q1: 177,886 shares; 2025Q2: 217,249 shares; 2025Q3: 165,781 shares; 2025Q4: 132,247 shares; 2026Q1: 130,321 shares; 2026Q2: 130,696 shares 130,696 $10.1M 0.11% +375 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: 8,218 shares; 2024Q4: 9,281 shares; 2025Q1: 9,320 shares; 2025Q2: 15,565 shares; 2025Q3: 20,022 shares; 2025Q4: 20,599 shares; 2026Q1: 25,382 shares; 2026Q2: 26,872 shares 26,872 $10M 0.11% +1,490 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,786 shares; 2024Q4: 11,393 shares; 2025Q1: 11,642 shares; 2025Q2: 58,167 shares; 2025Q3: 60,327 shares; 2025Q4: 60,337 shares; 2026Q1: 67,435 shares; 2026Q2: 69,336 shares 69,336 $10M 0.11% +1,901 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 7,269 shares; 2025Q4: 4,120 shares; 2026Q1: 6,698 shares; 2026Q2: 10,336 shares 10,336 $9.98M 0.11% +3,638 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,409 shares; 2025Q4: 2,335 shares; 2026Q1: 49,575 shares; 2026Q2: 34,888 shares 34,888 $9.94M 0.11% -14,687 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 476,312 shares 476,312 $9.9M 0.11% new 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: 15,509 shares; 2024Q4: 15,034 shares; 2025Q1: 16,364 shares; 2025Q2: 16,410 shares; 2025Q3: 17,117 shares; 2025Q4: 16,123 shares; 2026Q1: 16,154 shares; 2026Q2: 28,845 shares 28,845 $9.85M 0.11% +12,691 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: 22,754 shares; 2024Q4: 24,029 shares; 2025Q1: 25,194 shares; 2025Q2: 38,931 shares; 2025Q3: 51,480 shares; 2025Q4: 153,516 shares; 2026Q1: 112,831 shares; 2026Q2: 119,064 shares 119,064 $9.84M 0.11% +6,233 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 35,263 shares; 2025Q4: 34,686 shares; 2026Q1: 46,775 shares; 2026Q2: 148,890 shares 148,890 $9.83M 0.11% +102,115 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: 87,752 shares; 2024Q4: 97,757 shares; 2025Q1: 114,056 shares; 2025Q2: 121,322 shares; 2025Q3: 130,285 shares; 2025Q4: 129,514 shares; 2026Q1: 117,205 shares; 2026Q2: 119,934 shares 119,934 $9.81M 0.11% +2,729 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,983 shares; 2025Q4: 133,977 shares; 2026Q1: 191,605 shares; 2026Q2: 193,690 shares 193,690 $9.8M 0.11% +2,085 Timeline FPE 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: 84,296 shares; 2024Q4: 78,066 shares; 2025Q1: 82,207 shares; 2025Q2: 537,716 shares; 2025Q3: 565,359 shares; 2025Q4: 579,533 shares; 2026Q1: 578,594 shares; 2026Q2: 546,256 shares 546,256 $9.77M 0.11% -32,338 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,965 shares; 2024Q4: 74,896 shares; 2025Q1: 82,808 shares; 2025Q2: 81,803 shares; 2025Q3: 83,235 shares; 2025Q4: 89,782 shares; 2026Q1: 92,477 shares; 2026Q2: 102,027 shares 102,027 $9.74M 0.11% +9,550 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,224 shares; 2024Q4: 19,083 shares; 2025Q1: 25,246 shares; 2025Q2: 21,263 shares; 2025Q3: 68,239 shares; 2025Q4: 73,823 shares; 2026Q1: 76,303 shares; 2026Q2: 71,221 shares 71,221 $9.73M 0.11% -5,082 Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,212 shares; 2025Q4: 225,541 shares; 2026Q1: 240,449 shares; 2026Q2: 225,075 shares 225,075 $9.73M 0.11% -15,374 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 83,000 shares; 2025Q4: 83,000 shares; 2026Q1: 83,000 shares; 2026Q2: 83,000 shares 83,000 $9.71M 0.11% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 42,021 shares; 2026Q2: 42,062 shares 42,062 $9.67M 0.11% +41 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: 49,418 shares; 2024Q4: 49,065 shares; 2025Q1: 47,764 shares; 2025Q2: 46,531 shares; 2025Q3: 46,704 shares; 2025Q4: 45,168 shares; 2026Q1: 42,501 shares; 2026Q2: 46,271 shares 46,271 $9.67M 0.11% +3,770 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,131 shares; 2025Q4: 131,096 shares; 2026Q1: 196,039 shares; 2026Q2: 186,728 shares 186,728 $9.52M 0.1% -9,311 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356,452 shares; 2025Q4: 366,596 shares; 2026Q1: 406,157 shares; 2026Q2: 388,794 shares 388,794 $9.48M 0.1% -17,363 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,860 shares; 2024Q4: 10,908 shares; 2025Q1: 10,916 shares; 2025Q2: 10,036 shares; 2025Q3: 10,066 shares; 2025Q4: 10,045 shares; 2026Q1: 9,737 shares; 2026Q2: 39,065 shares 39,065 $9.48M 0.1% +29,328 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,342 shares; 2025Q4: 21,166 shares; 2026Q1: 25,907 shares; 2026Q2: 56,761 shares 56,761 $9.39M 0.1% +30,854 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,634 shares; 2025Q4: 177,705 shares; 2026Q1: 138,701 shares; 2026Q2: 151,581 shares 151,581 $9.32M 0.1% +12,880 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: 71,925 shares; 2024Q4: 72,456 shares; 2025Q1: 25,296 shares; 2025Q2: 24,666 shares; 2025Q3: 26,006 shares; 2025Q4: 25,998 shares; 2026Q1: 52,056 shares; 2026Q2: 50,031 shares 50,031 $9.27M 0.1% -2,025 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: not reported; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 4,643 shares; 2025Q3: 68,014 shares; 2025Q4: 70,862 shares; 2026Q1: 86,838 shares; 2026Q2: 83,625 shares 83,625 $9.23M 0.1% -3,213 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: 9,603 shares; 2024Q4: 9,938 shares; 2025Q1: 12,034 shares; 2025Q2: 18,563 shares; 2025Q3: 19,410 shares; 2025Q4: 20,147 shares; 2026Q1: 22,877 shares; 2026Q2: 24,941 shares 24,941 $9.12M 0.1% +2,064 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625,385 shares; 2025Q4: 723,556 shares; 2026Q1: 571,672 shares; 2026Q2: 500,342 shares 500,342 $8.97M 0.1% -71,330 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: 51,185 shares; 2024Q4: 57,668 shares; 2025Q1: 80,214 shares; 2025Q2: 86,489 shares; 2025Q3: 85,590 shares; 2025Q4: 84,934 shares; 2026Q1: 86,012 shares; 2026Q2: 93,428 shares 93,428 $8.94M 0.1% +7,416 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: 9,470 shares; 2024Q4: 11,135 shares; 2025Q1: 9,936 shares; 2025Q2: 11,288 shares; 2025Q3: 12,077 shares; 2025Q4: 12,079 shares; 2026Q1: 18,957 shares; 2026Q2: 17,407 shares 17,407 $8.94M 0.1% -1,550 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: not reported; 2024Q4: 8,158 shares; 2025Q1: 67,043 shares; 2025Q2: 70,759 shares; 2025Q3: 72,715 shares; 2025Q4: 74,450 shares; 2026Q1: 73,632 shares; 2026Q2: 158,376 shares 158,376 $8.89M 0.1% +84,744 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: 104,177 shares; 2024Q4: 297,062 shares; 2025Q1: 294,631 shares; 2025Q2: 300,283 shares; 2025Q3: 302,070 shares; 2025Q4: 313,878 shares; 2026Q1: 324,890 shares; 2026Q2: 334,843 shares 334,843 $8.87M 0.1% +9,953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,447 shares; 2025Q3: 3,064 shares; 2025Q4: not reported; 2026Q1: 72,986 shares; 2026Q2: 76,997 shares 76,997 $8.85M 0.1% +4,011 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,234 shares; 2025Q4: 37,656 shares; 2026Q1: 42,893 shares; 2026Q2: 46,509 shares 46,509 $8.82M 0.1% +3,616 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,155 shares; 2025Q4: 91,927 shares; 2026Q1: 145,085 shares; 2026Q2: 178,321 shares 178,321 $8.81M 0.1% +33,236 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: not reported; 2024Q4: not reported; 2025Q1: 2,075 shares; 2025Q2: 9,513 shares; 2025Q3: 9,330 shares; 2025Q4: 10,105 shares; 2026Q1: 11,707 shares; 2026Q2: 13,682 shares 13,682 $8.77M 0.1% +1,975 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 2,433 shares; 2025Q2: 1,964 shares; 2025Q3: 3,415 shares; 2025Q4: 3,965 shares; 2026Q1: 12,631 shares; 2026Q2: 61,119 shares 61,119 $8.67M 0.1% +48,488 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,602 shares; 2025Q4: 102,063 shares; 2026Q1: 320,149 shares; 2026Q2: 320,040 shares 320,040 $8.66M 0.09% -109 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189,165 shares 189,165 $8.62M 0.09% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,896 shares; 2024Q4: 43,642 shares; 2025Q1: 40,820 shares; 2025Q2: 35,890 shares; 2025Q3: 54,163 shares; 2025Q4: 56,497 shares; 2026Q1: 34,791 shares; 2026Q2: 38,649 shares 38,649 $8.55M 0.09% +3,858 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: 466 shares; 2024Q4: 455 shares; 2025Q1: 912 shares; 2025Q2: 605 shares; 2025Q3: 600 shares; 2025Q4: 579 shares; 2026Q1: 3,053 shares; 2026Q2: 28,281 shares 28,281 $8.53M 0.09% +25,228 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,240 shares; 2024Q4: 95,993 shares; 2025Q1: 237,448 shares; 2025Q2: 421,032 shares; 2025Q3: 365,907 shares; 2025Q4: 360,345 shares; 2026Q1: 297,019 shares; 2026Q2: 293,988 shares 293,988 $8.51M 0.09% -3,031 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,603 shares; 2025Q4: 56,499 shares; 2026Q1: 78,238 shares; 2026Q2: 79,757 shares 79,757 $8.48M 0.09% +1,519 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,013 shares; 2024Q4: 86,469 shares; 2025Q1: 159,268 shares; 2025Q2: 109,823 shares; 2025Q3: 105,061 shares; 2025Q4: 104,573 shares; 2026Q1: 91,225 shares; 2026Q2: 89,610 shares 89,610 $8.47M 0.09% -1,615 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: 19,814 shares; 2024Q4: 19,855 shares; 2025Q1: 22,341 shares; 2025Q2: 24,185 shares; 2025Q3: 24,535 shares; 2025Q4: 38,452 shares; 2026Q1: 38,193 shares; 2026Q2: 27,927 shares 27,927 $8.32M 0.09% -10,266 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,280 shares; 2025Q2: 61,367 shares; 2025Q3: 51,803 shares; 2025Q4: 48,217 shares; 2026Q1: 58,839 shares; 2026Q2: 63,181 shares 63,181 $8.31M 0.09% +4,342 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,172 shares; 2025Q2: 86,218 shares; 2025Q3: 78,824 shares; 2025Q4: 76,159 shares; 2026Q1: 77,963 shares; 2026Q2: 83,820 shares 83,820 $8.28M 0.09% +5,857 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: 11,571 shares; 2024Q4: 15,522 shares; 2025Q1: 18,248 shares; 2025Q2: 60,681 shares; 2025Q3: 60,348 shares; 2025Q4: 58,526 shares; 2026Q1: 67,708 shares; 2026Q2: 70,333 shares 70,333 $8.28M 0.09% +2,625 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: 256,306 shares; 2024Q4: 275,835 shares; 2025Q1: 152,736 shares; 2025Q2: 171,657 shares; 2025Q3: 169,305 shares; 2025Q4: 168,086 shares; 2026Q1: 163,784 shares; 2026Q2: 163,196 shares 163,196 $8.25M 0.09% -588 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,339 shares; 2025Q2: 106,437 shares; 2025Q3: 105,852 shares; 2025Q4: 104,195 shares; 2026Q1: 98,539 shares; 2026Q2: 106,380 shares 106,380 $8.25M 0.09% +7,841 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268,510 shares; 2026Q2: 290,188 shares 290,188 $8.24M 0.09% +21,678 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: 30,807 shares; 2024Q4: 51,090 shares; 2025Q1: 49,352 shares; 2025Q2: 48,477 shares; 2025Q3: 49,200 shares; 2025Q4: 49,558 shares; 2026Q1: 55,780 shares; 2026Q2: 54,352 shares 54,352 $8.23M 0.09% -1,428 Timeline IJJ 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: 1,915 shares; 2025Q2: 7,096 shares; 2025Q3: 48,204 shares; 2025Q4: 53,001 shares; 2026Q1: 56,725 shares; 2026Q2: 55,498 shares 55,498 $8.2M 0.09% -1,227 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370,020 shares; 2025Q4: 386,616 shares; 2026Q1: 391,225 shares; 2026Q2: 398,361 shares 398,361 $8.11M 0.09% +7,136 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: 70,113 shares; 2024Q4: 68,818 shares; 2025Q1: 82,189 shares; 2025Q2: 99,018 shares; 2025Q3: 66,530 shares; 2025Q4: 127,446 shares; 2026Q1: 152,036 shares; 2026Q2: 151,986 shares 151,986 $8.07M 0.09% -50 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: 145,506 shares; 2024Q4: 246,712 shares; 2025Q1: 236,709 shares; 2025Q2: 340,306 shares; 2025Q3: 346,577 shares; 2025Q4: 354,254 shares; 2026Q1: 331,537 shares; 2026Q2: 388,479 shares 388,479 $8.04M 0.09% +56,942 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,387 shares; 2024Q4: 6,821 shares; 2025Q1: 6,839 shares; 2025Q2: 6,827 shares; 2025Q3: 4,900 shares; 2025Q4: 4,858 shares; 2026Q1: 51,529 shares; 2026Q2: 52,057 shares 52,057 $8M 0.09% +528 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,968 shares; 2025Q4: 176,179 shares; 2026Q1: 177,416 shares; 2026Q2: 167,958 shares 167,958 $7.99M 0.09% -9,458 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: 8,492 shares; 2024Q4: 8,644 shares; 2025Q1: not reported; 2025Q2: 4,995 shares; 2025Q3: not reported; 2025Q4: 5,150 shares; 2026Q1: 6,431 shares; 2026Q2: 115,498 shares 115,498 $7.9M 0.09% +109,067 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: 20,375 shares; 2024Q4: 29,742 shares; 2025Q1: 31,879 shares; 2025Q2: 30,310 shares; 2025Q3: 30,998 shares; 2025Q4: 30,322 shares; 2026Q1: 56,953 shares; 2026Q2: 57,632 shares 57,632 $7.88M 0.09% +679 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400,623 shares; 2025Q1: 405,842 shares; 2025Q2: 435,437 shares; 2025Q3: 429,681 shares; 2025Q4: 431,615 shares; 2026Q1: 458,802 shares; 2026Q2: 465,415 shares 465,415 $7.87M 0.09% +6,613 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: 8,014 shares; 2024Q4: 8,981 shares; 2025Q1: 9,444 shares; 2025Q2: 10,047 shares; 2025Q3: 10,299 shares; 2025Q4: 10,229 shares; 2026Q1: 10,542 shares; 2026Q2: 11,121 shares 11,121 $7.84M 0.09% +579 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: 31,454 shares; 2024Q4: 34,182 shares; 2025Q1: 39,799 shares; 2025Q2: 46,893 shares; 2025Q3: 51,876 shares; 2025Q4: 52,732 shares; 2026Q1: 56,779 shares; 2026Q2: 71,180 shares 71,180 $7.84M 0.09% +14,401 Timeline GIGL 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: not reported; 2026Q2: 154,189 shares 154,189 $7.8M 0.09% new Timeline GRPM 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: 51,805 shares; 2025Q4: 55,163 shares; 2026Q1: 57,731 shares; 2026Q2: 59,878 shares 59,878 $7.79M 0.09% +2,147 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: not reported; 2024Q4: 774 shares; 2025Q1: 815 shares; 2025Q2: 3,582 shares; 2025Q3: 32,296 shares; 2025Q4: 50,712 shares; 2026Q1: 57,384 shares; 2026Q2: 89,140 shares 89,140 $7.75M 0.08% +31,756 Timeline TDAQ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 41,773 shares; 2026Q1: 216,655 shares; 2026Q2: 271,978 shares 271,978 $7.72M 0.08% +55,323 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL 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: not reported; 2025Q3: 54,397 shares; 2025Q4: 54,823 shares; 2026Q1: 53,461 shares; 2026Q2: 78,162 shares 78,162 $7.71M 0.08% +24,701 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,029 shares; 2024Q4: 62,037 shares; 2025Q1: 64,318 shares; 2025Q2: 25,091 shares; 2025Q3: 41,624 shares; 2025Q4: 66,668 shares; 2026Q1: 175,367 shares; 2026Q2: 99,785 shares 99,785 $7.65M 0.08% -75,582 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: 61,924 shares; 2024Q4: 63,407 shares; 2025Q1: 68,115 shares; 2025Q2: 65,183 shares; 2025Q3: 87,156 shares; 2025Q4: 85,866 shares; 2026Q1: 66,375 shares; 2026Q2: 70,144 shares 70,144 $7.65M 0.08% +3,769 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: 49,311 shares; 2024Q4: 69,525 shares; 2025Q1: 110,656 shares; 2025Q2: 126,875 shares; 2025Q3: 109,794 shares; 2025Q4: 124,558 shares; 2026Q1: 168,944 shares; 2026Q2: 179,895 shares 179,895 $7.62M 0.08% +10,951 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,728 shares; 2024Q4: 5,672 shares; 2025Q1: 4,636 shares; 2025Q2: 9,800 shares; 2025Q3: 18,155 shares; 2025Q4: 40,662 shares; 2026Q1: 48,168 shares; 2026Q2: 39,708 shares 39,708 $7.55M 0.08% -8,460 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: 82,181 shares; 2026Q2: 148,158 shares 148,158 $7.55M 0.08% +65,977 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: 36,834 shares; 2024Q4: 36,841 shares; 2025Q1: 40,372 shares; 2025Q2: 46,641 shares; 2025Q3: 52,058 shares; 2025Q4: 49,141 shares; 2026Q1: 45,932 shares; 2026Q2: 51,423 shares 51,423 $7.54M 0.08% +5,491 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: 20,696 shares; 2024Q4: 22,771 shares; 2025Q1: 35,793 shares; 2025Q2: 42,114 shares; 2025Q3: 52,957 shares; 2025Q4: 63,407 shares; 2026Q1: 89,313 shares; 2026Q2: 104,348 shares 104,348 $7.53M 0.08% +15,035 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: 14,977 shares; 2024Q4: 30,159 shares; 2025Q1: 36,894 shares; 2025Q2: 63,936 shares; 2025Q3: 65,223 shares; 2025Q4: 65,778 shares; 2026Q1: 71,860 shares; 2026Q2: 77,388 shares 77,388 $7.46M 0.08% +5,528 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,379,247 shares; 2025Q1: 2,379,247 shares; 2025Q2: 2,379,247 shares; 2025Q3: 2,379,247 shares; 2025Q4: 2,379,247 shares; 2026Q1: 2,380,247 shares; 2026Q2: 2,380,497 shares 2,380,497 $7.28M 0.08% +250 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: 47,601 shares; 2024Q4: 77,660 shares; 2025Q1: 78,687 shares; 2025Q2: 79,771 shares; 2025Q3: 85,483 shares; 2025Q4: 83,794 shares; 2026Q1: 87,595 shares; 2026Q2: 92,028 shares 92,028 $7.27M 0.08% +4,433 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349,590 shares; 2025Q4: 264,580 shares; 2026Q1: 207,803 shares; 2026Q2: 218,450 shares 218,450 $7.27M 0.08% +10,647 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: not reported; 2025Q3: 276,946 shares; 2025Q4: 313,039 shares; 2026Q1: 343,822 shares; 2026Q2: 265,625 shares 265,625 $7.26M 0.08% -78,197 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: not reported; 2024Q4: not reported; 2025Q1: 4,826 shares; 2025Q2: 255,316 shares; 2025Q3: 116,469 shares; 2025Q4: 152,425 shares; 2026Q1: 116,457 shares; 2026Q2: 78,876 shares 78,876 $7.23M 0.08% -37,581 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: 5,372 shares; 2024Q4: 15,606 shares; 2025Q1: 19,831 shares; 2025Q2: 22,319 shares; 2025Q3: 32,208 shares; 2025Q4: 32,152 shares; 2026Q1: 34,377 shares; 2026Q2: 38,950 shares 38,950 $7.2M 0.08% +4,573 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,205 shares; 2025Q4: 101,445 shares; 2026Q1: 102,210 shares; 2026Q2: 110,956 shares 110,956 $7.2M 0.08% +8,746 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,485 shares; 2025Q4: 13,460 shares; 2026Q1: not reported; 2026Q2: 214,781 shares 214,781 $7.18M 0.08% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,852 shares; 2025Q4: 121,248 shares; 2026Q1: 124,057 shares; 2026Q2: 129,380 shares 129,380 $7.14M 0.08% +5,323 Timeline XBI 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: 6,630 shares; 2024Q4: 6,382 shares; 2025Q1: 6,309 shares; 2025Q2: 5,603 shares; 2025Q3: 4,464 shares; 2025Q4: 28,597 shares; 2026Q1: 31,510 shares; 2026Q2: 44,958 shares 44,958 $7.11M 0.08% +13,448 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: 73,375 shares; 2024Q4: 103,319 shares; 2025Q1: 136,283 shares; 2025Q2: 204,878 shares; 2025Q3: 152,155 shares; 2025Q4: 126,416 shares; 2026Q1: 136,589 shares; 2026Q2: 131,926 shares 131,926 $7.07M 0.08% -4,663 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: 8,548 shares; 2024Q4: 10,566 shares; 2025Q1: 11,058 shares; 2025Q2: 13,829 shares; 2025Q3: 13,622 shares; 2025Q4: 15,418 shares; 2026Q1: 20,731 shares; 2026Q2: 19,430 shares 19,430 $7.04M 0.08% -1,301 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: 8,965 shares; 2024Q4: 14,833 shares; 2025Q1: 12,664 shares; 2025Q2: 12,690 shares; 2025Q3: 8,268 shares; 2025Q4: 15,271 shares; 2026Q1: 65,274 shares; 2026Q2: 65,788 shares 65,788 $7M 0.08% +514 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: 41,323 shares; 2024Q4: 61,046 shares; 2025Q1: 70,302 shares; 2025Q2: 59,553 shares; 2025Q3: 110,629 shares; 2025Q4: 93,586 shares; 2026Q1: 89,501 shares; 2026Q2: 92,610 shares 92,610 $6.99M 0.08% +3,109 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: 28,677 shares; 2024Q4: 24,328 shares; 2025Q1: 10,386 shares; 2025Q2: 21,369 shares; 2025Q3: 30,165 shares; 2025Q4: 41,845 shares; 2026Q1: 32,898 shares; 2026Q2: 43,394 shares 43,394 $6.88M 0.08% +10,496 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: 10,307 shares; 2024Q4: 10,120 shares; 2025Q1: 9,930 shares; 2025Q2: 10,649 shares; 2025Q3: 23,986 shares; 2025Q4: 39,616 shares; 2026Q1: 34,684 shares; 2026Q2: 38,172 shares 38,172 $6.74M 0.07% +3,488 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: not reported; 2026Q2: 2,959 shares 2,959 $6.73M 0.07% new 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: 62,375 shares; 2024Q4: 192,900 shares; 2025Q1: 42,089 shares; 2025Q2: 188,606 shares; 2025Q3: 197,454 shares; 2025Q4: 201,351 shares; 2026Q1: 199,332 shares; 2026Q2: 191,967 shares 191,967 $6.68M 0.07% -7,365 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 718,511 shares; 2025Q2: 709,707 shares; 2025Q3: 360,560 shares; 2025Q4: 198,159 shares; 2026Q1: 156,551 shares; 2026Q2: 131,104 shares 131,104 $6.64M 0.07% -25,447 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,002 shares; 2025Q4: 108,494 shares; 2026Q1: 275,776 shares; 2026Q2: 241,477 shares 241,477 $6.63M 0.07% -34,299 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,494 shares; 2024Q4: 147,227 shares; 2025Q1: 140,002 shares; 2025Q2: 145,753 shares; 2025Q3: 140,741 shares; 2025Q4: 138,510 shares; 2026Q1: 135,401 shares; 2026Q2: 131,484 shares 131,484 $6.62M 0.07% -3,917 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: 10,036 shares; 2024Q4: 10,005 shares; 2025Q1: 13,671 shares; 2025Q2: 14,743 shares; 2025Q3: 25,841 shares; 2025Q4: 26,155 shares; 2026Q1: 28,517 shares; 2026Q2: 30,013 shares 30,013 $6.62M 0.07% +1,496 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: 22,295 shares; 2024Q4: 27,245 shares; 2025Q1: 171,090 shares; 2025Q2: 121,814 shares; 2025Q3: 122,387 shares; 2025Q4: 118,793 shares; 2026Q1: 119,024 shares; 2026Q2: 132,127 shares 132,127 $6.58M 0.07% +13,103 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 850,862 shares; 2025Q4: 849,517 shares; 2026Q1: 850,056 shares; 2026Q2: 856,105 shares 856,105 $6.57M 0.07% +6,049 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: 11,601 shares; 2024Q4: 11,443 shares; 2025Q1: 11,324 shares; 2025Q2: 11,943 shares; 2025Q3: 11,721 shares; 2025Q4: 11,333 shares; 2026Q1: 15,419 shares; 2026Q2: 16,087 shares 16,087 $6.55M 0.07% +668 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 612,496 shares; 2025Q1: 612,496 shares; 2025Q2: 612,496 shares; 2025Q3: 619,996 shares; 2025Q4: 612,865 shares; 2026Q1: 613,415 shares; 2026Q2: 613,558 shares 613,558 $6.54M 0.07% +143 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: 2,229 shares; 2024Q4: 4,286 shares; 2025Q1: 10,007 shares; 2025Q2: 24,199 shares; 2025Q3: 26,244 shares; 2025Q4: 23,322 shares; 2026Q1: 24,872 shares; 2026Q2: 26,886 shares 26,886 $6.52M 0.07% +2,014 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,135 shares; 2025Q4: 87,957 shares; 2026Q1: 189,078 shares; 2026Q2: 207,404 shares 207,404 $6.49M 0.07% +18,326 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,320 shares; 2025Q4: 131,439 shares; 2026Q1: 136,494 shares; 2026Q2: 127,660 shares 127,660 $6.47M 0.07% -8,834 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,789 shares; 2024Q4: 19,628 shares; 2025Q1: 20,250 shares; 2025Q2: 36,558 shares; 2025Q3: 44,162 shares; 2025Q4: 42,446 shares; 2026Q1: 43,452 shares; 2026Q2: 68,725 shares 68,725 $6.44M 0.07% +25,273 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: 18,450 shares; 2024Q4: 26,110 shares; 2025Q1: 28,261 shares; 2025Q2: 38,484 shares; 2025Q3: 41,985 shares; 2025Q4: 41,332 shares; 2026Q1: 46,301 shares; 2026Q2: 47,370 shares 47,370 $6.41M 0.07% +1,069 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: 2,448 shares; 2024Q4: 2,831 shares; 2025Q1: 3,105 shares; 2025Q2: 3,162 shares; 2025Q3: 3,465 shares; 2025Q4: 3,538 shares; 2026Q1: 3,610 shares; 2026Q2: 3,768 shares 3,768 $6.4M 0.07% +158 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: 19,656 shares; 2025Q3: 19,771 shares; 2025Q4: 19,060 shares; 2026Q1: 39,089 shares; 2026Q2: 34,008 shares 34,008 $6.39M 0.07% -5,081 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: 10,741 shares; 2024Q4: 18,731 shares; 2025Q1: 18,274 shares; 2025Q2: 29,060 shares; 2025Q3: 30,662 shares; 2025Q4: 30,896 shares; 2026Q1: 32,213 shares; 2026Q2: 35,006 shares 35,006 $6.38M 0.07% +2,793 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,209 shares; 2025Q4: 96,246 shares; 2026Q1: 94,434 shares; 2026Q2: 69,393 shares 69,393 $6.33M 0.07% -25,041 Timeline SIL 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: 80,857 shares; 2025Q1: 81,091 shares; 2025Q2: 80,552 shares; 2025Q3: 81,487 shares; 2025Q4: 81,687 shares; 2026Q1: 81,627 shares; 2026Q2: 81,626 shares 81,626 $6.32M 0.07% -1 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 319,433 shares; 2025Q1: 320,051 shares; 2025Q2: 461,001 shares; 2025Q3: 491,559 shares; 2025Q4: 535,710 shares; 2026Q1: 516,513 shares; 2026Q2: 454,618 shares 454,618 $6.29M 0.07% -61,895 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,527 shares; 2026Q2: 12,981 shares 12,981 $6.27M 0.07% +2,454 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: 76,454 shares; 2024Q4: 83,530 shares; 2025Q1: 91,888 shares; 2025Q2: 95,470 shares; 2025Q3: 97,635 shares; 2025Q4: 64,417 shares; 2026Q1: 69,145 shares; 2026Q2: 71,299 shares 71,299 $6.26M 0.07% +2,154 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201,421 shares; 2024Q4: 251,958 shares; 2025Q1: 36,569 shares; 2025Q2: 31,782 shares; 2025Q3: 28,401 shares; 2025Q4: 25,869 shares; 2026Q1: 24,838 shares; 2026Q2: 184,039 shares 184,039 $6.26M 0.07% +159,201 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP 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: 24,828 shares; 2026Q2: 24,399 shares 24,399 $6.24M 0.07% -429 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: 4,162 shares; 2024Q4: 4,670 shares; 2025Q1: 4,050 shares; 2025Q2: 26,077 shares; 2025Q3: 26,724 shares; 2025Q4: 27,928 shares; 2026Q1: 60,926 shares; 2026Q2: 31,031 shares 31,031 $6.23M 0.07% -29,895 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: 28,878 shares; 2024Q4: 20,745 shares; 2025Q1: 18,728 shares; 2025Q2: 24,691 shares; 2025Q3: 32,476 shares; 2025Q4: 36,017 shares; 2026Q1: 83,724 shares; 2026Q2: 42,435 shares 42,435 $6.21M 0.07% -41,289 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,470 shares; 2024Q4: 81,659 shares; 2025Q1: 82,624 shares; 2025Q2: 84,486 shares; 2025Q3: 86,435 shares; 2025Q4: 87,620 shares; 2026Q1: 84,797 shares; 2026Q2: 83,500 shares 83,500 $6.21M 0.07% -1,297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,136 shares; 2025Q4: 52,892 shares; 2026Q1: 53,833 shares; 2026Q2: 248,448 shares 248,448 $6.18M 0.07% +194,615 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,902 shares; 2024Q4: 41,564 shares; 2025Q1: 43,831 shares; 2025Q2: 45,438 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,765 shares; 2026Q2: 63,858 shares 63,858 $6.15M 0.07% +1,093 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,170 shares; 2026Q2: 166,136 shares 166,136 $6.08M 0.07% +14,966 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: 6,382 shares; 2024Q4: 6,887 shares; 2025Q1: 6,383 shares; 2025Q2: 6,383 shares; 2025Q3: 6,817 shares; 2025Q4: 6,817 shares; 2026Q1: 51,946 shares; 2026Q2: 50,899 shares 50,899 $6.06M 0.07% -1,047 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,511 shares; 2025Q1: 94,495 shares; 2025Q2: 97,312 shares; 2025Q3: 98,196 shares; 2025Q4: 98,423 shares; 2026Q1: 95,523 shares; 2026Q2: 95,379 shares 95,379 $6.06M 0.07% -144 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,852 shares; 2025Q4: 111,143 shares; 2026Q1: 107,881 shares; 2026Q2: 89,555 shares 89,555 $6.05M 0.07% -18,326 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: not reported; 2024Q4: not reported; 2025Q1: 44,607 shares; 2025Q2: 61,968 shares; 2025Q3: 65,859 shares; 2025Q4: 65,079 shares; 2026Q1: 67,928 shares; 2026Q2: 67,122 shares 67,122 $6.05M 0.07% -806 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 32,062 shares; 2025Q4: 51,153 shares; 2026Q1: 108,127 shares; 2026Q2: 118,412 shares 118,412 $6.03M 0.07% +10,285 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 106,289 shares; 2025Q4: 95,934 shares; 2026Q1: 149,759 shares; 2026Q2: 166,109 shares 166,109 $5.98M 0.07% +16,350 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: 17,507 shares; 2024Q4: 18,470 shares; 2025Q1: 19,389 shares; 2025Q2: 20,710 shares; 2025Q3: 18,449 shares; 2025Q4: 18,168 shares; 2026Q1: 20,874 shares; 2026Q2: 22,049 shares 22,049 $5.96M 0.07% +1,175 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124,835 shares; 2025Q4: 119,948 shares; 2026Q1: 120,674 shares; 2026Q2: 119,677 shares 119,677 $5.93M 0.07% -997 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,654 shares; 2025Q4: 76,549 shares; 2026Q1: 129,163 shares; 2026Q2: 125,186 shares 125,186 $5.91M 0.06% -3,977 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 6,048 shares; 2025Q2: 5,983 shares; 2025Q3: 7,385 shares; 2025Q4: 7,371 shares; 2026Q1: 55,418 shares; 2026Q2: 57,757 shares 57,757 $5.9M 0.06% +2,339 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 84,356 shares; 2025Q4: 90,619 shares; 2026Q1: 94,555 shares; 2026Q2: 100,793 shares 100,793 $5.84M 0.06% +6,238 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,589 shares; 2026Q1: 201,448 shares; 2026Q2: 221,825 shares 221,825 $5.81M 0.06% +20,377 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 1,098,461 shares; 2025Q4: 1,067,180 shares; 2026Q1: 1,148,557 shares; 2026Q2: 1,162,973 shares 1,162,973 $5.8M 0.06% +14,416 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 10,589 shares; 2026Q2: 10,701 shares 10,701 $5.8M 0.06% +112 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,312 shares; 2025Q1: 38,004 shares; 2025Q2: 31,965 shares; 2025Q3: 32,393 shares; 2025Q4: 32,622 shares; 2026Q1: 35,656 shares; 2026Q2: 33,262 shares 33,262 $5.8M 0.06% -2,394 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,518 shares; 2025Q4: 1,449 shares; 2026Q1: 27,077 shares; 2026Q2: 26,932 shares 26,932 $5.73M 0.06% -145 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 277,209 shares; 2025Q4: 316,086 shares; 2026Q1: 369,935 shares; 2026Q2: 391,633 shares 391,633 $5.7M 0.06% +21,698 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,963 shares; 2025Q4: 23,918 shares; 2026Q1: 43,056 shares; 2026Q2: 75,786 shares 75,786 $5.68M 0.06% +32,730 Timeline AGZ 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: 52,232 shares; 2026Q2: 51,679 shares 51,679 $5.65M 0.06% -553 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: 30,264 shares; 2024Q4: 37,493 shares; 2025Q1: 37,856 shares; 2025Q2: 57,332 shares; 2025Q3: 61,923 shares; 2025Q4: 62,743 shares; 2026Q1: 70,117 shares; 2026Q2: 76,585 shares 76,585 $5.59M 0.06% +6,468 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: not reported; 2024Q4: 17,675 shares; 2025Q1: 18,053 shares; 2025Q2: 17,612 shares; 2025Q3: 17,503 shares; 2025Q4: 16,568 shares; 2026Q1: 18,706 shares; 2026Q2: 18,865 shares 18,865 $5.48M 0.06% +159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,180 shares; 2025Q4: 95,569 shares; 2026Q1: 87,899 shares; 2026Q2: 106,496 shares 106,496 $5.48M 0.06% +18,597 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,288 shares; 2025Q4: 115,132 shares; 2026Q1: 114,144 shares; 2026Q2: 117,021 shares 117,021 $5.48M 0.06% +2,877 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187,609 shares; 2025Q4: 183,459 shares; 2026Q1: 190,743 shares; 2026Q2: 185,519 shares 185,519 $5.45M 0.06% -5,224 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: 92,144 shares; 2024Q4: 99,748 shares; 2025Q1: 79,175 shares; 2025Q2: 288,362 shares; 2025Q3: 72,735 shares; 2025Q4: 71,470 shares; 2026Q1: 83,986 shares; 2026Q2: 73,894 shares 73,894 $5.42M 0.06% -10,092 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,878 shares; 2026Q1: 17,022 shares; 2026Q2: 137,001 shares 137,001 $5.41M 0.06% +119,979 Timeline NLR 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: 64,291 shares; 2025Q2: 57,217 shares; 2025Q3: 56,387 shares; 2025Q4: 54,435 shares; 2026Q1: 42,609 shares; 2026Q2: 46,490 shares 46,490 $5.39M 0.06% +3,881 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,850 shares; 2025Q1: 224,707 shares; 2025Q2: 31,047 shares; 2025Q3: 25,453 shares; 2025Q4: 25,351 shares; 2026Q1: 29,641 shares; 2026Q2: 31,049 shares 31,049 $5.39M 0.06% +1,408 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,582 shares; 2025Q4: 173,562 shares; 2026Q1: 216,965 shares; 2026Q2: 222,800 shares 222,800 $5.38M 0.06% +5,835 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: 31,632 shares; 2024Q4: 142,400 shares; 2025Q1: 142,914 shares; 2025Q2: 144,608 shares; 2025Q3: 148,684 shares; 2025Q4: 153,175 shares; 2026Q1: 148,171 shares; 2026Q2: 146,040 shares 146,040 $5.37M 0.06% -2,131 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 95,833 shares; 2025Q4: 114,864 shares; 2026Q1: 133,997 shares; 2026Q2: 146,055 shares 146,055 $5.37M 0.06% +12,058 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: 4,243 shares; 2024Q4: 6,752 shares; 2025Q1: 6,924 shares; 2025Q2: 8,287 shares; 2025Q3: 8,339 shares; 2025Q4: 8,307 shares; 2026Q1: 8,332 shares; 2026Q2: 8,371 shares 8,371 $5.32M 0.06% +39 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,432 shares; 2026Q2: 51,561 shares 51,561 $5.31M 0.06% -871 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,276 shares; 2024Q4: 5,043 shares; 2025Q1: 6,943 shares; 2025Q2: 6,842 shares; 2025Q3: 6,648 shares; 2025Q4: 4,571 shares; 2026Q1: 11,877 shares; 2026Q2: 11,534 shares 11,534 $5.29M 0.06% -343 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,007 shares; 2025Q4: 3,007 shares; 2026Q1: 67,642 shares; 2026Q2: 74,129 shares 74,129 $5.28M 0.06% +6,487 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: 16,149 shares; 2024Q4: 14,233 shares; 2025Q1: 18,881 shares; 2025Q2: 77,699 shares; 2025Q3: 64,653 shares; 2025Q4: 72,151 shares; 2026Q1: 87,272 shares; 2026Q2: 91,557 shares 91,557 $5.28M 0.06% +4,285 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS 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: 90,126 shares; 2026Q1: 85,393 shares; 2026Q2: 95,303 shares 95,303 $5.24M 0.06% +9,910 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: not reported; 2025Q3: 99,218 shares; 2025Q4: 99,174 shares; 2026Q1: 107,529 shares; 2026Q2: 104,980 shares 104,980 $5.23M 0.06% -2,549 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,919 shares; 2025Q4: 44,878 shares; 2026Q1: 49,360 shares; 2026Q2: 53,774 shares 53,774 $5.19M 0.06% +4,414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 14,194 shares; 2026Q2: 16,942 shares 16,942 $5.19M 0.06% +2,748 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,861 shares; 2025Q4: 114,961 shares; 2026Q1: 110,451 shares; 2026Q2: 83,201 shares 83,201 $5.18M 0.06% -27,250 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,236 shares; 2024Q4: 76,448 shares; 2025Q1: 93,180 shares; 2025Q2: 93,181 shares; 2025Q3: 93,180 shares; 2025Q4: 93,206 shares; 2026Q1: 81,531 shares; 2026Q2: 76,531 shares 76,531 $5.17M 0.06% -5,000 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,722 shares; 2025Q2: 90,581 shares; 2025Q3: 93,910 shares; 2025Q4: 90,834 shares; 2026Q1: 101,927 shares; 2026Q2: 99,840 shares 99,840 $5.09M 0.06% -2,087 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181,351 shares 181,351 $5.09M 0.06% new 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: 14,438 shares; 2024Q4: 16,689 shares; 2025Q1: 16,364 shares; 2025Q2: 12,984 shares; 2025Q3: 13,305 shares; 2025Q4: 12,707 shares; 2026Q1: 38,903 shares; 2026Q2: 39,187 shares 39,187 $5.08M 0.06% +284 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: not reported; 2026Q1: 85,082 shares; 2026Q2: 79,380 shares 79,380 $5.06M 0.06% -5,702 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 145,142 shares; 2025Q1: 145,000 shares; 2025Q2: 145,000 shares; 2025Q3: 145,000 shares; 2025Q4: 145,000 shares; 2026Q1: 145,000 shares; 2026Q2: 145,051 shares 145,051 $5.05M 0.06% +51 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: 19,220 shares; 2024Q4: 18,699 shares; 2025Q1: 31,854 shares; 2025Q2: 16,532 shares; 2025Q3: 25,551 shares; 2025Q4: 18,170 shares; 2026Q1: 33,110 shares; 2026Q2: 32,105 shares 32,105 $5.04M 0.06% -1,005 Timeline SILJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,000 shares; 2025Q4: 194,000 shares; 2026Q1: 193,900 shares; 2026Q2: 193,900 shares 193,900 $5.03M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,152 shares; 2025Q4: 31,499 shares; 2026Q1: 36,867 shares; 2026Q2: 40,284 shares 40,284 $5.03M 0.06% +3,417 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: 7,260 shares; 2024Q4: 24,456 shares; 2025Q1: 20,821 shares; 2025Q2: 20,317 shares; 2025Q3: 16,964 shares; 2025Q4: 15,371 shares; 2026Q1: 14,890 shares; 2026Q2: 15,905 shares 15,905 $5.02M 0.06% +1,015 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,072 shares; 2025Q4: 129,949 shares; 2026Q1: 128,642 shares; 2026Q2: 126,522 shares 126,522 $4.91M 0.05% -2,120 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,369 shares; 2025Q4: 81,671 shares; 2026Q1: 97,540 shares; 2026Q2: 106,591 shares 106,591 $4.91M 0.05% +9,051 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,817 shares; 2024Q4: 66,548 shares; 2025Q1: 68,684 shares; 2025Q2: 77,595 shares; 2025Q3: 80,567 shares; 2025Q4: 80,865 shares; 2026Q1: 72,671 shares; 2026Q2: 72,917 shares 72,917 $4.91M 0.05% +246 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,806 shares; 2024Q4: 6,839 shares; 2025Q1: 6,128 shares; 2025Q2: 5,306 shares; 2025Q3: 5,755 shares; 2025Q4: 5,501 shares; 2026Q1: 34,664 shares; 2026Q2: 36,410 shares 36,410 $4.85M 0.05% +1,746 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447,060 shares; 2025Q4: 465,237 shares; 2026Q1: 481,095 shares; 2026Q2: 73,497 shares 73,497 $4.82M 0.05% -407,598 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: 29,996 shares; 2024Q4: 34,099 shares; 2025Q1: 35,835 shares; 2025Q2: 40,854 shares; 2025Q3: 54,022 shares; 2025Q4: 42,074 shares; 2026Q1: 45,082 shares; 2026Q2: 49,465 shares 49,465 $4.8M 0.05% +4,383 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: 7,711 shares; 2024Q4: 6,912 shares; 2025Q1: 6,390 shares; 2025Q2: 5,814 shares; 2025Q3: 5,809 shares; 2025Q4: 6,870 shares; 2026Q1: 8,733 shares; 2026Q2: 9,602 shares 9,602 $4.72M 0.05% +869 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,884 shares; 2025Q4: 219,946 shares; 2026Q1: 222,932 shares; 2026Q2: 215,192 shares 215,192 $4.7M 0.05% -7,740 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: 27,493 shares 27,493 $4.7M 0.05% new 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: 20,258 shares; 2024Q4: 21,845 shares; 2025Q1: 25,473 shares; 2025Q2: 67,280 shares; 2025Q3: 84,172 shares; 2025Q4: 90,358 shares; 2026Q1: 90,575 shares; 2026Q2: 96,334 shares 96,334 $4.69M 0.05% +5,759 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,118 shares; 2024Q4: 7,951 shares; 2025Q1: 13,252 shares; 2025Q2: 15,941 shares; 2025Q3: 16,537 shares; 2025Q4: 18,641 shares; 2026Q1: 18,571 shares; 2026Q2: 18,828 shares 18,828 $4.68M 0.05% +257 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: 49,953 shares; 2024Q4: 58,939 shares; 2025Q1: 65,838 shares; 2025Q2: 59,274 shares; 2025Q3: 57,271 shares; 2025Q4: 55,952 shares; 2026Q1: 50,003 shares; 2026Q2: 51,290 shares 51,290 $4.65M 0.05% +1,287 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,834 shares; 2025Q2: 11,693 shares; 2025Q3: 13,298 shares; 2025Q4: 12,553 shares; 2026Q1: 12,601 shares; 2026Q2: 12,937 shares 12,937 $4.64M 0.05% +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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,846 shares; 2025Q4: 43,213 shares; 2026Q1: 49,016 shares; 2026Q2: 48,491 shares 48,491 $4.64M 0.05% -525 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: 31,544 shares; 2024Q4: 78,145 shares; 2025Q1: 93,727 shares; 2025Q2: 119,499 shares; 2025Q3: 124,587 shares; 2025Q4: 141,107 shares; 2026Q1: 168,703 shares; 2026Q2: 192,213 shares 192,213 $4.63M 0.05% +23,510 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,664 shares; 2026Q2: 118,843 shares 118,843 $4.61M 0.05% -1,821 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: not reported; 2024Q4: not reported; 2025Q1: 12,589 shares; 2025Q2: 16,034 shares; 2025Q3: 16,402 shares; 2025Q4: 22,637 shares; 2026Q1: 74,014 shares; 2026Q2: 79,857 shares 79,857 $4.61M 0.05% +5,843 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 23,654 shares 23,654 $4.59M 0.05% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,989 shares; 2024Q4: 9,650 shares; 2025Q1: 15,101 shares; 2025Q2: 50,324 shares; 2025Q3: 50,815 shares; 2025Q4: 50,842 shares; 2026Q1: 51,409 shares; 2026Q2: 49,881 shares 49,881 $4.58M 0.05% -1,528 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,920 shares; 2026Q2: 122,538 shares 122,538 $4.57M 0.05% -5,382 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: 8,087 shares; 2024Q4: 19,094 shares; 2025Q1: 20,519 shares; 2025Q2: 21,756 shares; 2025Q3: 27,632 shares; 2025Q4: 28,165 shares; 2026Q1: 29,116 shares; 2026Q2: 31,760 shares 31,760 $4.55M 0.05% +2,644 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: 10,652 shares; 2024Q4: 10,531 shares; 2025Q1: 10,589 shares; 2025Q2: 10,555 shares; 2025Q3: 10,723 shares; 2025Q4: 9,719 shares; 2026Q1: 11,098 shares; 2026Q2: 12,396 shares 12,396 $4.54M 0.05% +1,298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,702 shares; 2026Q1: 64,794 shares; 2026Q2: 66,787 shares 66,787 $4.51M 0.05% +1,993 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,564 shares; 2025Q4: 35,547 shares; 2026Q1: 63,383 shares; 2026Q2: 71,555 shares 71,555 $4.49M 0.05% +8,172 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,729 shares; 2026Q2: 23,684 shares 23,684 $4.49M 0.05% +4,955 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,042 shares; 2025Q4: 223,336 shares; 2026Q1: 224,376 shares; 2026Q2: 228,533 shares 228,533 $4.48M 0.05% +4,157 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 78,727 shares; 2026Q2: 78,940 shares 78,940 $4.48M 0.05% +213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 106,097 shares 106,097 $4.48M 0.05% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,343 shares; 2026Q2: 126,244 shares 126,244 $4.42M 0.05% -3,099 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: 4,953 shares; 2024Q4: 6,434 shares; 2025Q1: 8,367 shares; 2025Q2: 12,168 shares; 2025Q3: 12,093 shares; 2025Q4: 10,661 shares; 2026Q1: 20,677 shares; 2026Q2: 19,811 shares 19,811 $4.42M 0.05% -866 Timeline PCG PG&E CORP More: the full row for PG&E 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: 260,601 shares 260,601 $4.4M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,531 shares; 2025Q4: 45,871 shares; 2026Q1: 99,830 shares; 2026Q2: 86,883 shares 86,883 $4.39M 0.05% -12,947 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: 8,129 shares; 2024Q4: 8,176 shares; 2025Q1: 8,643 shares; 2025Q2: 9,039 shares; 2025Q3: 9,342 shares; 2025Q4: 8,754 shares; 2026Q1: 8,409 shares; 2026Q2: 8,464 shares 8,464 $4.39M 0.05% +55 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,983 shares; 2024Q4: 32,159 shares; 2025Q1: 31,628 shares; 2025Q2: 26,574 shares; 2025Q3: 28,028 shares; 2025Q4: 28,709 shares; 2026Q1: 30,385 shares; 2026Q2: 106,056 shares 106,056 $4.38M 0.05% +75,671 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 1,714 shares; 2025Q4: 1,927 shares; 2026Q1: 2,672 shares; 2026Q2: 26,535 shares 26,535 $4.37M 0.05% +23,863 Timeline QLD PROSHARES TR More: the full row for PROSHARES 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: 45,117 shares 45,117 $4.37M 0.05% new 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: 112,221 shares; 2025Q4: 114,399 shares; 2026Q1: 111,676 shares; 2026Q2: 109,376 shares 109,376 $4.33M 0.05% -2,300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,979 shares; 2025Q4: 18,987 shares; 2026Q1: 98,933 shares; 2026Q2: 97,216 shares 97,216 $4.31M 0.05% -1,717 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: 1,125 shares; 2024Q4: 1,347 shares; 2025Q1: 1,737 shares; 2025Q2: 1,798 shares; 2025Q3: 1,704 shares; 2025Q4: 1,729 shares; 2026Q1: 5,603 shares; 2026Q2: 5,678 shares 5,678 $4.29M 0.05% +75 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS 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: 158,529 shares; 2025Q4: 173,508 shares; 2026Q1: 194,286 shares; 2026Q2: 186,552 shares 186,552 $4.26M 0.05% -7,734 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 319,886 shares; 2026Q2: 395,445 shares 395,445 $4.25M 0.05% +75,559 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,096 shares; 2025Q2: 6,733 shares; 2025Q3: 116,682 shares; 2025Q4: 116,758 shares; 2026Q1: 129,792 shares; 2026Q2: 141,462 shares 141,462 $4.15M 0.05% +11,670 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,239 shares; 2025Q4: 47,684 shares; 2026Q1: 52,388 shares; 2026Q2: 103,319 shares 103,319 $4.15M 0.05% +50,931 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: 18,000 shares; 2024Q4: 18,208 shares; 2025Q1: 16,892 shares; 2025Q2: 9,579 shares; 2025Q3: 9,278 shares; 2025Q4: 9,006 shares; 2026Q1: 9,194 shares; 2026Q2: 10,442 shares 10,442 $4.15M 0.05% +1,248 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO 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: 47,253 shares; 2025Q4: 46,780 shares; 2026Q1: 49,414 shares; 2026Q2: 138,072 shares 138,072 $4.15M 0.05% +88,658 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,568 shares; 2024Q4: 93,977 shares; 2025Q1: 94,024 shares; 2025Q2: 94,024 shares; 2025Q3: 94,101 shares; 2025Q4: 94,301 shares; 2026Q1: 94,302 shares; 2026Q2: 94,579 shares 94,579 $4.14M 0.05% +277 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 16,918 shares; 2025Q4: 19,131 shares; 2026Q1: 17,123 shares; 2026Q2: 16,252 shares 16,252 $4.14M 0.05% -871 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: 48,620 shares; 2024Q4: 50,658 shares; 2025Q1: 51,151 shares; 2025Q2: 56,378 shares; 2025Q3: 56,811 shares; 2025Q4: 55,483 shares; 2026Q1: 56,949 shares; 2026Q2: 65,322 shares 65,322 $4.11M 0.05% +8,373 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: 16,804 shares; 2024Q4: 15,588 shares; 2025Q1: 15,653 shares; 2025Q2: 15,837 shares; 2025Q3: 16,082 shares; 2025Q4: 16,109 shares; 2026Q1: 16,607 shares; 2026Q2: 16,594 shares 16,594 $4.09M 0.04% -13 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 7,181 shares; 2025Q4: 32,666 shares; 2026Q1: 39,039 shares; 2026Q2: 39,506 shares 39,506 $4.08M 0.04% +467 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: 13,662 shares; 2024Q4: 14,926 shares; 2025Q1: 21,627 shares; 2025Q2: 20,646 shares; 2025Q3: 25,895 shares; 2025Q4: 29,351 shares; 2026Q1: 27,849 shares; 2026Q2: 29,121 shares 29,121 $4.08M 0.04% +1,272 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 120,760 shares; 2025Q4: 145,288 shares; 2026Q1: 162,375 shares; 2026Q2: 161,880 shares 161,880 $4.07M 0.04% -495 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: 3,123 shares; 2024Q4: 6,666 shares; 2025Q1: 9,719 shares; 2025Q2: 7,843 shares; 2025Q3: 8,499 shares; 2025Q4: 8,653 shares; 2026Q1: 8,580 shares; 2026Q2: 9,562 shares 9,562 $4.07M 0.04% +982 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: 5,252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 13,300 shares; 2025Q4: 13,463 shares; 2026Q1: 69,436 shares; 2026Q2: 69,471 shares 69,471 $4.04M 0.04% +35 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: 104,229 shares; 2024Q4: 105,644 shares; 2025Q1: 105,848 shares; 2025Q2: 104,371 shares; 2025Q3: 115,659 shares; 2025Q4: 111,445 shares; 2026Q1: 111,710 shares; 2026Q2: 132,301 shares 132,301 $4.03M 0.04% +20,591 Timeline INMU 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166,220 shares 166,220 $4.03M 0.04% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,597 shares; 2024Q4: 4,457 shares; 2025Q1: 4,863 shares; 2025Q2: 4,834 shares; 2025Q3: 4,126 shares; 2025Q4: 4,289 shares; 2026Q1: 4,129 shares; 2026Q2: 4,120 shares 4,120 $4.03M 0.04% -9 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: 11,970 shares; 2024Q4: 37,145 shares; 2025Q1: 37,470 shares; 2025Q2: 50,791 shares; 2025Q3: 68,902 shares; 2025Q4: 74,580 shares; 2026Q1: 75,430 shares; 2026Q2: 75,339 shares 75,339 $4.03M 0.04% -91 Timeline ACWI 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: 10,932 shares; 2025Q1: 16,536 shares; 2025Q2: 14,610 shares; 2025Q3: 20,015 shares; 2025Q4: 21,683 shares; 2026Q1: 22,813 shares; 2026Q2: 25,501 shares 25,501 $4M 0.04% +2,688 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,850 shares; 2024Q4: 68,267 shares; 2025Q1: 69,313 shares; 2025Q2: 97,822 shares; 2025Q3: 101,847 shares; 2025Q4: 100,591 shares; 2026Q1: 101,289 shares; 2026Q2: 110,006 shares 110,006 $3.97M 0.04% +8,717 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: 51,230 shares; 2026Q2: 78,804 shares 78,804 $3.97M 0.04% +27,574 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,913 shares; 2024Q4: 23,983 shares; 2025Q1: 30,627 shares; 2025Q2: 27,029 shares; 2025Q3: 35,558 shares; 2025Q4: 34,384 shares; 2026Q1: 35,436 shares; 2026Q2: 36,663 shares 36,663 $3.94M 0.04% +1,227 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: 3,950 shares; 2024Q4: 19,434 shares; 2025Q1: 20,893 shares; 2025Q2: 24,806 shares; 2025Q3: 27,373 shares; 2025Q4: 30,372 shares; 2026Q1: 32,149 shares; 2026Q2: 31,121 shares 31,121 $3.93M 0.04% -1,028 Timeline MAS MASCO CORP More: the full row for MASCO 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: 48,660 shares; 2026Q2: 48,128 shares 48,128 $3.92M 0.04% -532 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: 5,213 shares; 2025Q1: 5,207 shares; 2025Q2: 5,076 shares; 2025Q3: 5,243 shares; 2025Q4: 5,158 shares; 2026Q1: 4,284 shares; 2026Q2: 4,068 shares 4,068 $3.91M 0.04% -216 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: 16,903 shares; 2024Q4: 17,154 shares; 2025Q1: 18,318 shares; 2025Q2: 18,041 shares; 2025Q3: 13,987 shares; 2025Q4: 13,652 shares; 2026Q1: 13,769 shares; 2026Q2: 14,370 shares 14,370 $3.91M 0.04% +601 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 96,840 shares; 2026Q2: 97,266 shares 97,266 $3.89M 0.04% +426 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 84,458 shares; 2025Q1: 84,458 shares; 2025Q2: 84,458 shares; 2025Q3: 84,812 shares; 2025Q4: 84,812 shares; 2026Q1: 84,812 shares; 2026Q2: 83,956 shares 83,956 $3.88M 0.04% -856 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,472 shares; 2025Q3: 3,777 shares; 2025Q4: 2,098 shares; 2026Q1: 7,636 shares; 2026Q2: 7,508 shares 7,508 $3.87M 0.04% -128 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 98,247 shares; 2025Q4: 98,145 shares; 2026Q1: 110,294 shares; 2026Q2: 121,306 shares 121,306 $3.86M 0.04% +11,012 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,698 shares; 2025Q2: 57,035 shares; 2025Q3: 55,859 shares; 2025Q4: 56,875 shares; 2026Q1: 55,154 shares; 2026Q2: 56,165 shares 56,165 $3.86M 0.04% +1,011 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: 7,462 shares; 2024Q4: 7,743 shares; 2025Q1: 8,161 shares; 2025Q2: 8,669 shares; 2025Q3: 8,658 shares; 2025Q4: 8,512 shares; 2026Q1: 10,798 shares; 2026Q2: 11,199 shares 11,199 $3.85M 0.04% +401 Timeline SMMU 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: 21,199 shares; 2025Q4: 22,262 shares; 2026Q1: 53,416 shares; 2026Q2: 75,833 shares 75,833 $3.83M 0.04% +22,417 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: 1,877 shares; 2024Q4: 1,923 shares; 2025Q1: 7,555 shares; 2025Q2: 6,321 shares; 2025Q3: 16,474 shares; 2025Q4: 16,624 shares; 2026Q1: 19,282 shares; 2026Q2: 22,403 shares 22,403 $3.81M 0.04% +3,121 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,647 shares; 2025Q4: 65,444 shares; 2026Q1: 79,180 shares; 2026Q2: 80,148 shares 80,148 $3.76M 0.04% +968 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,865 shares; 2025Q3: 7,157 shares; 2025Q4: 5,304 shares; 2026Q1: 4,924 shares; 2026Q2: 39,666 shares 39,666 $3.75M 0.04% +34,742 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD 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: 145,062 shares 145,062 $3.73M 0.04% new Timeline BSMS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,358 shares; 2025Q4: 216,443 shares; 2026Q1: 217,799 shares; 2026Q2: 158,825 shares 158,825 $3.72M 0.04% -58,974 Timeline BSMR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214,305 shares; 2025Q4: 214,389 shares; 2026Q1: 215,989 shares; 2026Q2: 157,385 shares 157,385 $3.72M 0.04% -58,604 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,974 shares; 2024Q4: 12,463 shares; 2025Q1: 13,034 shares; 2025Q2: 13,403 shares; 2025Q3: 15,252 shares; 2025Q4: 14,821 shares; 2026Q1: 14,899 shares; 2026Q2: 15,555 shares 15,555 $3.72M 0.04% +656 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: 16,847 shares; 2024Q4: 19,349 shares; 2025Q1: 20,219 shares; 2025Q2: 19,124 shares; 2025Q3: 18,821 shares; 2025Q4: 18,083 shares; 2026Q1: 16,772 shares; 2026Q2: 16,342 shares 16,342 $3.69M 0.04% -430 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131,644 shares 131,644 $3.68M 0.04% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,710 shares; 2026Q2: 59,089 shares 59,089 $3.67M 0.04% -621 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 150,517 shares 150,517 $3.65M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,403 shares; 2025Q4: 5,340 shares; 2026Q1: 4,638 shares; 2026Q2: 4,593 shares 4,593 $3.65M 0.04% -45 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,624 shares; 2026Q1: 47,099 shares; 2026Q2: 46,893 shares 46,893 $3.65M 0.04% -206 Timeline REZ 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: 3,425 shares; 2025Q4: 4,355 shares; 2026Q1: 36,395 shares; 2026Q2: 38,501 shares 38,501 $3.65M 0.04% +2,106 Timeline BSMQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,934 shares; 2025Q4: 212,019 shares; 2026Q1: 213,709 shares; 2026Q2: 154,762 shares 154,762 $3.64M 0.04% -58,947 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,531 shares; 2025Q4: 13,619 shares; 2026Q1: 23,133 shares; 2026Q2: 61,621 shares 61,621 $3.63M 0.04% +38,488 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: not reported; 2025Q2: 5,678 shares; 2025Q3: 6,867 shares; 2025Q4: 8,531 shares; 2026Q1: 59,564 shares; 2026Q2: 60,537 shares 60,537 $3.63M 0.04% +973 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,982 shares; 2025Q4: 101,091 shares; 2026Q1: 101,219 shares; 2026Q2: 98,646 shares 98,646 $3.6M 0.04% -2,573 Timeline XLY 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: 5,101 shares; 2024Q4: 13,313 shares; 2025Q1: 17,689 shares; 2025Q2: 19,141 shares; 2025Q3: 4,751 shares; 2025Q4: 9,396 shares; 2026Q1: 32,454 shares; 2026Q2: 30,485 shares 30,485 $3.58M 0.04% -1,969 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: 129,508 shares; 2024Q4: 92,488 shares; 2025Q1: 310,659 shares; 2025Q2: 498,086 shares; 2025Q3: 454,311 shares; 2025Q4: 371,503 shares; 2026Q1: 355,054 shares; 2026Q2: 41,346 shares 41,346 $3.57M 0.04% -313,708 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: 32,557 shares; 2024Q4: 35,090 shares; 2025Q1: not reported; 2025Q2: 32,363 shares; 2025Q3: 32,554 shares; 2025Q4: 38,222 shares; 2026Q1: 37,819 shares; 2026Q2: 40,114 shares 40,114 $3.57M 0.04% +2,295 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,460 shares; 2025Q2: 14,437 shares; 2025Q3: 14,576 shares; 2025Q4: not reported; 2026Q1: 47,491 shares; 2026Q2: 46,739 shares 46,739 $3.55M 0.04% -752 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,505 shares; 2025Q2: 3,171 shares; 2025Q3: 13,554 shares; 2025Q4: 13,142 shares; 2026Q1: 11,051 shares; 2026Q2: 11,723 shares 11,723 $3.55M 0.04% +672 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,438 shares; 2025Q1: 12,312 shares; 2025Q2: 12,674 shares; 2025Q3: 13,164 shares; 2025Q4: 66,904 shares; 2026Q1: 66,438 shares; 2026Q2: 66,325 shares 66,325 $3.53M 0.04% -113 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: 6,562 shares; 2024Q4: 8,427 shares; 2025Q1: 8,200 shares; 2025Q2: 8,836 shares; 2025Q3: 14,462 shares; 2025Q4: 14,424 shares; 2026Q1: 9,662 shares; 2026Q2: 8,830 shares 8,830 $3.51M 0.04% -832 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,042 shares; 2024Q4: 3,037 shares; 2025Q1: 3,461 shares; 2025Q2: 49,333 shares; 2025Q3: 49,186 shares; 2025Q4: 43,961 shares; 2026Q1: 39,396 shares; 2026Q2: 38,041 shares 38,041 $3.5M 0.04% -1,355 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: 31,607 shares; 2024Q4: 35,435 shares; 2025Q1: 34,598 shares; 2025Q2: 35,577 shares; 2025Q3: 38,034 shares; 2025Q4: 38,134 shares; 2026Q1: 37,879 shares; 2026Q2: 37,802 shares 37,802 $3.49M 0.04% -77 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 3,696 shares; 2025Q1: 3,707 shares; 2025Q2: 3,775 shares; 2025Q3: 3,765 shares; 2025Q4: 3,676 shares; 2026Q1: 15,604 shares; 2026Q2: 15,554 shares 15,554 $3.48M 0.04% -50 Timeline CORP 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: 28,501 shares; 2025Q2: 27,632 shares; 2025Q3: 29,039 shares; 2025Q4: 28,219 shares; 2026Q1: 37,705 shares; 2026Q2: 35,708 shares 35,708 $3.46M 0.04% -1,997 Timeline IMTB 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: 62,479 shares; 2025Q4: 61,370 shares; 2026Q1: 72,601 shares; 2026Q2: 79,220 shares 79,220 $3.45M 0.04% +6,619 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,911 shares; 2025Q4: 8,751 shares; 2026Q1: 11,844 shares; 2026Q2: 17,993 shares 17,993 $3.45M 0.04% +6,149 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 34,976 shares; 2026Q2: 34,369 shares 34,369 $3.44M 0.04% -607 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,455 shares; 2025Q4: 11,536 shares; 2026Q1: 38,823 shares; 2026Q2: 41,563 shares 41,563 $3.42M 0.04% +2,740 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 51,830 shares; 2025Q4: 66,251 shares; 2026Q1: 75,351 shares; 2026Q2: 67,820 shares 67,820 $3.42M 0.04% -7,531 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,457 shares; 2025Q4: 22,847 shares; 2026Q1: 22,154 shares; 2026Q2: 23,394 shares 23,394 $3.42M 0.04% +1,240 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,730 shares; 2024Q4: 28,007 shares; 2025Q1: 30,708 shares; 2025Q2: 27,303 shares; 2025Q3: 28,112 shares; 2025Q4: 28,647 shares; 2026Q1: 28,966 shares; 2026Q2: 32,577 shares 32,577 $3.39M 0.04% +3,611 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: 10,984 shares; 2024Q4: 31,313 shares; 2025Q1: 27,281 shares; 2025Q2: 27,569 shares; 2025Q3: 31,372 shares; 2025Q4: 32,879 shares; 2026Q1: 33,361 shares; 2026Q2: 32,608 shares 32,608 $3.37M 0.04% -753 Timeline DBJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,914 shares; 2025Q4: 28,841 shares; 2026Q1: 30,257 shares; 2026Q2: 29,377 shares 29,377 $3.37M 0.04% -880 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,182 shares 60,182 $3.37M 0.04% new Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,267 shares; 2025Q4: 106,922 shares; 2026Q1: 124,597 shares; 2026Q2: 131,599 shares 131,599 $3.35M 0.04% +7,002 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,388 shares 9,388 $3.33M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,750 shares; 2025Q4: 40,072 shares; 2026Q1: 35,665 shares; 2026Q2: 36,959 shares 36,959 $3.32M 0.04% +1,294 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,479 shares; 2025Q4: 11,361 shares; 2026Q1: 11,532 shares; 2026Q2: 11,504 shares 11,504 $3.31M 0.04% -28 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,319 shares; 2026Q2: 76,562 shares 76,562 $3.3M 0.04% -16,757 Timeline FNCL 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: 13,527 shares; 2024Q4: 13,821 shares; 2025Q1: 13,929 shares; 2025Q2: 12,816 shares; 2025Q3: 47,817 shares; 2025Q4: 49,410 shares; 2026Q1: 50,849 shares; 2026Q2: 42,990 shares 42,990 $3.29M 0.04% -7,859 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,492 shares; 2025Q4: 88,713 shares; 2026Q1: 80,749 shares; 2026Q2: 65,007 shares 65,007 $3.29M 0.04% -15,742 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,199 shares; 2024Q4: 7,469 shares; 2025Q1: 7,667 shares; 2025Q2: 7,781 shares; 2025Q3: 7,905 shares; 2025Q4: 12,967 shares; 2026Q1: 15,284 shares; 2026Q2: 16,802 shares 16,802 $3.29M 0.04% +1,518 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,561 shares; 2025Q4: 23,056 shares; 2026Q1: 76,707 shares; 2026Q2: 93,848 shares 93,848 $3.29M 0.04% +17,141 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,044 shares; 2025Q2: 12,162 shares; 2025Q3: 11,948 shares; 2025Q4: 10,546 shares; 2026Q1: 10,130 shares; 2026Q2: 10,326 shares 10,326 $3.27M 0.04% +196 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: 1,800 shares; 2024Q4: 2,023 shares; 2025Q1: 2,077 shares; 2025Q2: 3,128 shares; 2025Q3: 2,446 shares; 2025Q4: 12,261 shares; 2026Q1: 33,271 shares; 2026Q2: 32,878 shares 32,878 $3.26M 0.04% -393 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,213 shares; 2024Q4: 33,841 shares; 2025Q1: 38,954 shares; 2025Q2: 38,802 shares; 2025Q3: 40,380 shares; 2025Q4: 40,374 shares; 2026Q1: 43,361 shares; 2026Q2: 53,314 shares 53,314 $3.25M 0.04% +9,953 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,995 shares; 2026Q1: 12,225 shares; 2026Q2: 123,573 shares 123,573 $3.24M 0.04% +111,348 Timeline IWMI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,336 shares; 2026Q1: 46,234 shares; 2026Q2: 60,003 shares 60,003 $3.21M 0.04% +13,769 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,537 shares; 2025Q3: 2,291 shares; 2025Q4: 3,583 shares; 2026Q1: 39,265 shares; 2026Q2: 37,910 shares 37,910 $3.21M 0.04% -1,355 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 545 shares; 2025Q1: 6,105 shares; 2025Q2: 5,739 shares; 2025Q3: 5,947 shares; 2025Q4: 5,949 shares; 2026Q1: 9,282 shares; 2026Q2: 9,442 shares 9,442 $3.2M 0.04% +160 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,175 shares; 2025Q4: 72,172 shares; 2026Q1: 102,747 shares; 2026Q2: 117,067 shares 117,067 $3.19M 0.03% +14,320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,411 shares; 2025Q4: 29,560 shares; 2026Q1: 26,793 shares; 2026Q2: 27,874 shares 27,874 $3.18M 0.03% +1,081 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 145,053 shares; 2025Q1: 145,383 shares; 2025Q2: 150,290 shares; 2025Q3: 154,847 shares; 2025Q4: 154,708 shares; 2026Q1: 149,157 shares; 2026Q2: 149,211 shares 149,211 $3.16M 0.03% +54 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: not reported; 2025Q3: 129,845 shares; 2025Q4: 149,639 shares; 2026Q1: 146,029 shares; 2026Q2: 141,695 shares 141,695 $3.16M 0.03% -4,334 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,768 shares; 2025Q2: 15,182 shares; 2025Q3: 12,776 shares; 2025Q4: 13,038 shares; 2026Q1: 18,555 shares; 2026Q2: 21,242 shares 21,242 $3.15M 0.03% +2,687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,101 shares; 2025Q4: 113,065 shares; 2026Q1: 200,721 shares; 2026Q2: 74,106 shares 74,106 $3.14M 0.03% -126,615 Timeline HYBX TCW ETF TRUST More: the full row for TCW 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: 105,685 shares 105,685 $3.13M 0.03% new Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN 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: 97,663 shares; 2025Q4: 100,157 shares; 2026Q1: 108,651 shares; 2026Q2: 111,041 shares 111,041 $3.12M 0.03% +2,390 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL 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: 388,455 shares 388,455 $3.11M 0.03% new 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: 14,561 shares; 2024Q4: 12,483 shares; 2025Q1: 12,653 shares; 2025Q2: 12,036 shares; 2025Q3: 11,669 shares; 2025Q4: 11,088 shares; 2026Q1: 9,468 shares; 2026Q2: 9,040 shares 9,040 $3.11M 0.03% -428 Timeline NTRA NATERA INC More: the full row for NATERA 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: 5,532 shares; 2025Q4: 2,024 shares; 2026Q1: 2,022 shares; 2026Q2: 11,435 shares 11,435 $3.1M 0.03% +9,413 Timeline CGHM 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: not reported; 2025Q3: 14,975 shares; 2025Q4: 15,200 shares; 2026Q1: 17,804 shares; 2026Q2: 119,731 shares 119,731 $3.1M 0.03% +101,927 Timeline HEFA 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: 40,786 shares; 2025Q2: 41,876 shares; 2025Q3: 43,565 shares; 2025Q4: 44,536 shares; 2026Q1: 47,879 shares; 2026Q2: 65,936 shares 65,936 $3.09M 0.03% +18,057 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES 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: 23,688 shares; 2025Q4: 31,900 shares; 2026Q1: 32,261 shares; 2026Q2: 34,240 shares 34,240 $3.08M 0.03% +1,979 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO 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: 30,686 shares; 2026Q1: 69,335 shares; 2026Q2: 100,082 shares 100,082 $3.07M 0.03% +30,747 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,290 shares; 2025Q4: 15,205 shares; 2026Q1: 22,071 shares; 2026Q2: 23,858 shares 23,858 $3.05M 0.03% +1,787 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE 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: 422,426 shares; 2025Q4: 473,050 shares; 2026Q1: 527,991 shares; 2026Q2: 543,246 shares 543,246 $3.05M 0.03% +15,255 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,246 shares; 2025Q4: 223,951 shares; 2026Q1: 115,048 shares; 2026Q2: 123,402 shares 123,402 $3.04M 0.03% +8,354 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,517 shares; 2025Q4: 10,864 shares; 2026Q1: 16,822 shares; 2026Q2: 22,664 shares 22,664 $3.02M 0.03% +5,842 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: 4,734 shares; 2024Q4: 30,838 shares; 2025Q1: 31,104 shares; 2025Q2: 31,195 shares; 2025Q3: 30,449 shares; 2025Q4: 30,598 shares; 2026Q1: 32,596 shares; 2026Q2: 34,517 shares 34,517 $3M 0.03% +1,921 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: 300 shares; 2024Q4: 387 shares; 2025Q1: 297 shares; 2025Q2: 301 shares; 2025Q3: 314 shares; 2025Q4: 342 shares; 2026Q1: 464 shares; 2026Q2: 16,811 shares 16,811 $3M 0.03% +16,347 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778,753 shares; 2025Q3: 1,305,056 shares; 2025Q4: 1,362,236 shares; 2026Q1: 1,263,163 shares; 2026Q2: 1,043,099 shares 1,043,099 $2.99M 0.03% -220,064 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 210,497 shares; 2025Q1: 210,497 shares; 2025Q2: 210,497 shares; 2025Q3: 210,497 shares; 2025Q4: 210,497 shares; 2026Q1: 210,497 shares; 2026Q2: 210,497 shares 210,497 $2.98M 0.03% 0 Timeline