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: 372,673 shares; 2024Q4: 357,846 shares; 2025Q1: 363,214 shares; 2025Q2: 363,119 shares; 2025Q3: 352,078 shares; 2025Q4: 346,296 shares; 2026Q1: 338,912 shares; 2026Q2: 321,956 shares 321,956 $221M 8.35% -16,956 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,320 shares; 2024Q4: 450,816 shares; 2025Q1: 471,309 shares; 2025Q2: 503,844 shares; 2025Q3: 503,800 shares; 2025Q4: 507,535 shares; 2026Q1: 447,782 shares; 2026Q2: 431,649 shares 431,649 $154M 5.82% -16,133 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: 989,922 shares; 2024Q4: 1,034,804 shares; 2025Q1: 1,245,729 shares; 2025Q2: 1,288,686 shares; 2025Q3: 1,263,553 shares; 2025Q4: 1,277,485 shares; 2026Q1: 1,311,668 shares; 2026Q2: 1,349,489 shares 1,349,489 $134M 5.04% +37,821 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: 513,047 shares; 2024Q4: 638,470 shares; 2025Q1: 801,342 shares; 2025Q2: 950,274 shares; 2025Q3: 1,206,480 shares; 2025Q4: 1,422,462 shares; 2026Q1: 1,556,487 shares; 2026Q2: 1,662,225 shares 1,662,225 $122M 4.61% +105,738 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: 220,924 shares; 2024Q4: 234,745 shares; 2025Q1: 243,655 shares; 2025Q2: 265,075 shares; 2025Q3: 301,546 shares; 2025Q4: 308,505 shares; 2026Q1: 256,385 shares; 2026Q2: 226,936 shares 226,936 $108M 4.09% -29,449 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: 202,902 shares; 2024Q4: 220,536 shares; 2025Q1: 237,549 shares; 2025Q2: 246,840 shares; 2025Q3: 256,954 shares; 2025Q4: 265,388 shares; 2026Q1: 276,508 shares; 2026Q2: 277,148 shares 277,148 $103M 3.9% +640 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: 97,967 shares; 2024Q4: 103,850 shares; 2025Q1: 106,987 shares; 2025Q2: 111,792 shares; 2025Q3: 119,364 shares; 2025Q4: 125,487 shares; 2026Q1: 132,461 shares; 2026Q2: 133,908 shares 133,908 $75.4M 2.85% +1,447 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: 183,791 shares; 2024Q4: 194,896 shares; 2025Q1: 201,252 shares; 2025Q2: 207,503 shares; 2025Q3: 204,959 shares; 2025Q4: 207,871 shares; 2026Q1: 314,070 shares; 2026Q2: 315,739 shares 315,739 $75.3M 2.84% +1,669 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: 191,920 shares; 2024Q4: 209,769 shares; 2025Q1: 215,385 shares; 2025Q2: 246,287 shares; 2025Q3: 271,179 shares; 2025Q4: 269,007 shares; 2026Q1: 261,122 shares; 2026Q2: 234,496 shares 234,496 $67.9M 2.56% -26,626 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: 105,124 shares; 2024Q4: 112,336 shares; 2025Q1: 116,317 shares; 2025Q2: 116,316 shares; 2025Q3: 119,683 shares; 2025Q4: 119,654 shares; 2026Q1: 119,130 shares; 2026Q2: 115,794 shares 115,794 $59.5M 2.24% -3,336 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,994 shares; 2024Q4: 278,998 shares; 2025Q1: 351,061 shares; 2025Q2: 415,788 shares; 2025Q3: 528,037 shares; 2025Q4: 622,791 shares; 2026Q1: 684,435 shares; 2026Q2: 728,258 shares 728,258 $56.7M 2.14% +43,823 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: not reported; 2024Q4: 4,080 shares; 2025Q1: 5,096 shares; 2025Q2: not reported; 2025Q3: 39,129 shares; 2025Q4: 105,493 shares; 2026Q1: 202,008 shares; 2026Q2: 263,756 shares 263,756 $52.8M 1.99% +61,748 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,256 shares; 2024Q4: 603,362 shares; 2025Q1: 638,885 shares; 2025Q2: 697,477 shares; 2025Q3: 804,261 shares; 2025Q4: 870,135 shares; 2026Q1: 952,414 shares; 2026Q2: 834,744 shares 834,744 $45.3M 1.71% -117,670 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: 6,278 shares; 2024Q4: 6,597 shares; 2025Q1: 6,709 shares; 2025Q2: 7,035 shares; 2025Q3: 7,718 shares; 2025Q4: 8,110 shares; 2026Q1: 8,663 shares; 2026Q2: 249,181 shares 249,181 $44.4M 1.68% +240,518 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: 74,625 shares; 2024Q4: 82,400 shares; 2025Q1: 89,831 shares; 2025Q2: 108,214 shares; 2025Q3: 136,084 shares; 2025Q4: 151,653 shares; 2026Q1: 114,377 shares; 2026Q2: 125,581 shares 125,581 $44.4M 1.67% +11,204 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,561 shares; 2024Q4: 112,446 shares; 2025Q1: 115,562 shares; 2025Q2: 122,960 shares; 2025Q3: 135,306 shares; 2025Q4: 143,475 shares; 2026Q1: 152,936 shares; 2026Q2: 153,106 shares 153,106 $43.3M 1.64% +170 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: 67,812 shares; 2024Q4: 71,663 shares; 2025Q1: 74,241 shares; 2025Q2: 79,681 shares; 2025Q3: 89,290 shares; 2025Q4: 96,977 shares; 2026Q1: 121,035 shares; 2026Q2: 123,644 shares 123,644 $42.4M 1.6% +2,609 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,542 shares; 2024Q4: 52,381 shares; 2025Q1: 64,781 shares; 2025Q2: 73,425 shares; 2025Q3: 86,271 shares; 2025Q4: 92,237 shares; 2026Q1: 102,696 shares; 2026Q2: 106,831 shares 106,831 $41.3M 1.56% +4,135 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: 38,619 shares; 2024Q4: 42,742 shares; 2025Q1: 46,539 shares; 2025Q2: 51,447 shares; 2025Q3: 61,493 shares; 2025Q4: 67,115 shares; 2026Q1: 52,839 shares; 2026Q2: 80,279 shares 80,279 $40.2M 1.52% +27,440 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,023 shares; 2024Q4: 80,202 shares; 2025Q1: 80,632 shares; 2025Q2: 131,813 shares; 2025Q3: 149,541 shares; 2025Q4: 162,157 shares; 2026Q1: 178,071 shares; 2026Q2: 182,515 shares 182,515 $35.3M 1.33% +4,444 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: 67,273 shares; 2024Q4: 74,955 shares; 2025Q1: 84,487 shares; 2025Q2: 100,805 shares; 2025Q3: 132,295 shares; 2025Q4: 150,114 shares; 2026Q1: 175,998 shares; 2026Q2: 194,058 shares 194,058 $35.1M 1.33% +18,060 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: 35,319 shares; 2024Q4: 38,394 shares; 2025Q1: 41,225 shares; 2025Q2: 40,242 shares; 2025Q3: 39,868 shares; 2025Q4: 38,958 shares; 2026Q1: 37,665 shares; 2026Q2: 36,292 shares 36,292 $34M 1.28% -1,373 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: 34,300 shares; 2024Q4: 39,047 shares; 2025Q1: 44,619 shares; 2025Q2: 63,684 shares; 2025Q3: 85,293 shares; 2025Q4: 83,285 shares; 2026Q1: 81,091 shares; 2026Q2: 79,527 shares 79,527 $33.1M 1.25% -1,564 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: 131,972 shares; 2024Q4: 138,349 shares; 2025Q1: 119,106 shares; 2025Q2: 120,216 shares; 2025Q3: 120,794 shares; 2025Q4: 510,124 shares; 2026Q1: 584,233 shares; 2026Q2: 688,280 shares 688,280 $29.1M 1.1% +104,047 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: 185,839 shares; 2024Q4: 193,668 shares; 2025Q1: 194,457 shares; 2025Q2: 200,194 shares; 2025Q3: 208,167 shares; 2025Q4: 214,202 shares; 2026Q1: 369,775 shares; 2026Q2: 359,441 shares 359,441 $25.9M 0.98% -10,334 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,470 shares; 2024Q4: 70,598 shares; 2025Q1: 70,947 shares; 2025Q2: 62,600 shares; 2025Q3: 59,887 shares; 2025Q4: 58,111 shares; 2026Q1: 59,173 shares; 2026Q2: 59,839 shares 59,839 $25.5M 0.96% +666 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: 49,439 shares; 2024Q4: 49,319 shares; 2025Q1: 52,528 shares; 2025Q2: 51,193 shares; 2025Q3: 59,108 shares; 2025Q4: 62,489 shares; 2026Q1: 68,123 shares; 2026Q2: 76,924 shares 76,924 $25.2M 0.95% +8,801 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,836 shares; 2024Q4: 323,390 shares; 2025Q1: 325,239 shares; 2025Q2: 336,023 shares; 2025Q3: 348,894 shares; 2025Q4: 360,220 shares; 2026Q1: 365,962 shares; 2026Q2: 458,730 shares 458,730 $24.9M 0.94% +92,768 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: 199,480 shares; 2024Q4: 212,212 shares; 2025Q1: 221,441 shares; 2025Q2: 189,221 shares; 2025Q3: 232,767 shares; 2025Q4: 228,733 shares; 2026Q1: 223,431 shares; 2026Q2: 216,885 shares 216,885 $24.6M 0.93% -6,546 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 538,484 shares; 2025Q1: 554,950 shares; 2025Q2: 555,620 shares; 2025Q3: 536,814 shares; 2025Q4: 527,127 shares; 2026Q1: 530,911 shares; 2026Q2: 533,754 shares 533,754 $23.1M 0.87% +2,843 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: 12,615 shares; 2024Q4: 14,032 shares; 2025Q1: 15,987 shares; 2025Q2: 19,020 shares; 2025Q3: 24,901 shares; 2025Q4: 28,502 shares; 2026Q1: 62,031 shares; 2026Q2: 67,796 shares 67,796 $22.9M 0.87% +5,765 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: 588,617 shares; 2024Q4: 625,745 shares; 2025Q1: 721,097 shares; 2025Q2: 705,225 shares; 2025Q3: 825,793 shares; 2025Q4: 829,193 shares; 2026Q1: 839,647 shares; 2026Q2: 848,600 shares 848,600 $22.5M 0.85% +8,953 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: 651,543 shares; 2024Q4: 629,278 shares; 2025Q1: 627,731 shares; 2025Q2: 532,678 shares; 2025Q3: 515,551 shares; 2025Q4: 499,485 shares; 2026Q1: 502,451 shares; 2026Q2: 498,834 shares 498,834 $22.1M 0.84% -3,617 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: 61,920 shares; 2024Q4: 70,309 shares; 2025Q1: 108,367 shares; 2025Q2: 118,646 shares; 2025Q3: 123,414 shares; 2025Q4: 122,981 shares; 2026Q1: 124,478 shares; 2026Q2: 143,931 shares 143,931 $21.1M 0.8% +19,453 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,000 shares; 2024Q4: 431,033 shares; 2025Q1: 390,314 shares; 2025Q2: 372,555 shares; 2025Q3: 360,971 shares; 2025Q4: 357,898 shares; 2026Q1: 365,015 shares; 2026Q2: 372,990 shares 372,990 $21.1M 0.8% +7,975 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,002 shares; 2024Q4: 277,623 shares; 2025Q1: 270,637 shares; 2025Q2: 323,185 shares; 2025Q3: 318,294 shares; 2025Q4: 315,881 shares; 2026Q1: 322,546 shares; 2026Q2: 332,798 shares 332,798 $20.9M 0.79% +10,252 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,135 shares; 2024Q4: 29,291 shares; 2025Q1: 34,274 shares; 2025Q2: 36,902 shares; 2025Q3: 41,371 shares; 2025Q4: 44,386 shares; 2026Q1: 50,222 shares; 2026Q2: 58,551 shares 58,551 $20.7M 0.78% +8,329 Timeline AVUS 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: 162,803 shares; 2024Q4: 154,425 shares; 2025Q1: 157,232 shares; 2025Q2: 162,919 shares; 2025Q3: 157,346 shares; 2025Q4: 154,589 shares; 2026Q1: 153,449 shares; 2026Q2: 152,226 shares 152,226 $19.5M 0.74% -1,223 Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 179,269 shares; 2025Q4: 207,545 shares; 2026Q1: 244,634 shares; 2026Q2: 269,803 shares 269,803 $19.3M 0.73% +25,169 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,362 shares; 2024Q4: 88,162 shares; 2025Q1: 91,639 shares; 2025Q2: 90,558 shares; 2025Q3: 85,438 shares; 2025Q4: 83,811 shares; 2026Q1: 81,146 shares; 2026Q2: 79,171 shares 79,171 $18.8M 0.71% -1,975 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849,665 shares; 2024Q4: 921,520 shares; 2025Q1: 869,410 shares; 2025Q2: 861,827 shares; 2025Q3: 840,184 shares; 2025Q4: 838,632 shares; 2026Q1: 879,723 shares; 2026Q2: 907,709 shares 907,709 $18.5M 0.7% +27,986 Timeline AVXC 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: 201,653 shares; 2024Q4: 228,382 shares; 2025Q1: 233,541 shares; 2025Q2: 228,062 shares; 2025Q3: 218,170 shares; 2025Q4: 209,271 shares; 2026Q1: 206,203 shares; 2026Q2: 201,427 shares 201,427 $17.3M 0.65% -4,776 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,241 shares; 2024Q4: 249,249 shares; 2025Q1: 263,811 shares; 2025Q2: 351,278 shares; 2025Q3: 348,636 shares; 2025Q4: 351,208 shares; 2026Q1: 374,884 shares; 2026Q2: 398,476 shares 398,476 $17M 0.64% +23,592 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: 305,519 shares; 2024Q4: 200,748 shares; 2025Q1: 200,261 shares; 2025Q2: 183,908 shares; 2025Q3: 179,746 shares; 2025Q4: 178,439 shares; 2026Q1: 173,956 shares; 2026Q2: 174,236 shares 174,236 $16.8M 0.64% +280 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,354 shares; 2024Q4: 235,767 shares; 2025Q1: 284,934 shares; 2025Q2: 309,413 shares; 2025Q3: 342,881 shares; 2025Q4: 382,233 shares; 2026Q1: 417,736 shares; 2026Q2: 449,370 shares 449,370 $16.6M 0.63% +31,634 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: not reported; 2025Q4: not reported; 2026Q1: 59,558 shares; 2026Q2: 187,165 shares 187,165 $16.4M 0.62% +127,607 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: 58,248 shares; 2024Q4: 64,745 shares; 2025Q1: 72,554 shares; 2025Q2: 86,315 shares; 2025Q3: 111,673 shares; 2025Q4: 128,104 shares; 2026Q1: 150,463 shares; 2026Q2: 166,044 shares 166,044 $15.3M 0.58% +15,581 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: 53,264 shares; 2024Q4: 55,898 shares; 2025Q1: 57,459 shares; 2025Q2: 60,423 shares; 2025Q3: 63,107 shares; 2025Q4: 64,067 shares; 2026Q1: 64,497 shares; 2026Q2: 92,844 shares 92,844 $14.5M 0.55% +28,347 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: 60,838 shares; 2024Q4: 67,690 shares; 2025Q1: 76,965 shares; 2025Q2: 91,685 shares; 2025Q3: 118,497 shares; 2025Q4: 135,789 shares; 2026Q1: 160,351 shares; 2026Q2: 175,819 shares 175,819 $14.5M 0.55% +15,468 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,547 shares; 2024Q4: 160,647 shares; 2025Q1: 165,243 shares; 2025Q2: 187,278 shares; 2025Q3: 175,024 shares; 2025Q4: 227,478 shares; 2026Q1: 269,812 shares; 2026Q2: 280,369 shares 280,369 $13.8M 0.52% +10,557 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,522 shares; 2024Q4: 85,924 shares; 2025Q1: 86,270 shares; 2025Q2: 88,954 shares; 2025Q3: 92,898 shares; 2025Q4: 95,329 shares; 2026Q1: 104,903 shares; 2026Q2: 95,857 shares 95,857 $13.7M 0.52% -9,046 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,509 shares; 2024Q4: 33,853 shares; 2025Q1: 37,493 shares; 2025Q2: 38,710 shares; 2025Q3: 37,410 shares; 2025Q4: 36,740 shares; 2026Q1: 37,285 shares; 2026Q2: 41,858 shares 41,858 $13.2M 0.5% +4,573 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: 15,727 shares; 2024Q4: 16,339 shares; 2025Q1: 16,436 shares; 2025Q2: 16,875 shares; 2025Q3: 17,542 shares; 2025Q4: 183,075 shares; 2026Q1: 186,735 shares; 2026Q2: 177,567 shares 177,567 $12.7M 0.48% -9,168 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: 170,643 shares; 2024Q4: 156,778 shares; 2025Q1: 115,120 shares; 2025Q2: 125,143 shares; 2025Q3: 116,497 shares; 2025Q4: 139,011 shares; 2026Q1: 124,400 shares; 2026Q2: 111,465 shares 111,465 $12.3M 0.46% -12,935 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: 112,424 shares; 2024Q4: 109,348 shares; 2025Q1: 75,839 shares; 2025Q2: 82,407 shares; 2025Q3: 76,699 shares; 2025Q4: 91,506 shares; 2026Q1: 81,941 shares; 2026Q2: 121,755 shares 121,755 $12.3M 0.46% +39,814 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: 114,460 shares; 2024Q4: 106,580 shares; 2025Q1: 104,285 shares; 2025Q2: 104,009 shares; 2025Q3: 96,582 shares; 2025Q4: 89,686 shares; 2026Q1: 81,674 shares; 2026Q2: 45,876 shares 45,876 $11.7M 0.44% -35,798 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: 94,218 shares; 2024Q4: 96,518 shares; 2025Q1: 106,848 shares; 2025Q2: 103,253 shares; 2025Q3: 100,030 shares; 2025Q4: 99,346 shares; 2026Q1: 101,085 shares; 2026Q2: 102,378 shares 102,378 $11.2M 0.42% +1,293 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: 129,230 shares; 2024Q4: 260,341 shares; 2025Q1: 265,934 shares; 2025Q2: 278,334 shares; 2025Q3: 314,931 shares; 2025Q4: 367,081 shares; 2026Q1: 394,348 shares; 2026Q2: 417,385 shares 417,385 $11.1M 0.42% +23,037 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: not reported; 2024Q4: 13,167 shares; 2025Q1: 15,207 shares; 2025Q2: 15,240 shares; 2025Q3: 18,380 shares; 2025Q4: 17,605 shares; 2026Q1: 17,186 shares; 2026Q2: 10,201 shares 10,201 $10.9M 0.41% -6,985 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: 32,992 shares; 2024Q4: 36,664 shares; 2025Q1: 35,259 shares; 2025Q2: 35,828 shares; 2025Q3: 36,311 shares; 2025Q4: 35,479 shares; 2026Q1: 35,338 shares; 2026Q2: 39,901 shares 39,901 $10.1M 0.38% +4,563 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: 28,810 shares; 2024Q4: 30,512 shares; 2025Q1: 23,795 shares; 2025Q2: 24,586 shares; 2025Q3: 25,059 shares; 2025Q4: 25,051 shares; 2026Q1: 27,566 shares; 2026Q2: 37,545 shares 37,545 $9.45M 0.36% +9,979 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: 40,085 shares; 2024Q4: 46,869 shares; 2025Q1: 53,320 shares; 2025Q2: 55,606 shares; 2025Q3: 56,472 shares; 2025Q4: 56,067 shares; 2026Q1: 56,761 shares; 2026Q2: 72,721 shares 72,721 $9.34M 0.35% +15,960 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: 12,464 shares; 2024Q4: 11,146 shares; 2025Q1: 76,238 shares; 2025Q2: 75,589 shares; 2025Q3: 71,583 shares; 2025Q4: 69,977 shares; 2026Q1: 70,924 shares; 2026Q2: 65,944 shares 65,944 $9.23M 0.35% -4,980 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,169 shares; 2024Q4: 204,966 shares; 2025Q1: 450,196 shares; 2025Q2: 224,142 shares; 2025Q3: 234,207 shares; 2025Q4: 255,579 shares; 2026Q1: 292,288 shares; 2026Q2: 476,912 shares 476,912 $9.11M 0.34% +184,624 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: 44,319 shares; 2024Q4: 40,416 shares; 2025Q1: 50,402 shares; 2025Q2: 49,460 shares; 2025Q3: 47,358 shares; 2025Q4: 45,832 shares; 2026Q1: 46,877 shares; 2026Q2: 20,973 shares 20,973 $9.05M 0.34% -25,904 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,381 shares; 2025Q2: 17,753 shares; 2025Q3: 17,760 shares; 2025Q4: 18,752 shares; 2026Q1: 20,393 shares; 2026Q2: 30,326 shares 30,326 $8.89M 0.34% +9,933 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: 48,737 shares; 2024Q4: 45,089 shares; 2025Q1: 45,387 shares; 2025Q2: 44,798 shares; 2025Q3: 43,113 shares; 2025Q4: 42,378 shares; 2026Q1: 43,998 shares; 2026Q2: 42,125 shares 42,125 $8.81M 0.33% -1,873 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: 12,248 shares; 2024Q4: 13,632 shares; 2025Q1: 14,336 shares; 2025Q2: 13,656 shares; 2025Q3: 12,718 shares; 2025Q4: 12,235 shares; 2026Q1: 11,765 shares; 2026Q2: 11,589 shares 11,589 $8.76M 0.33% -176 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: 14,921 shares; 2024Q4: 16,596 shares; 2025Q1: 16,104 shares; 2025Q2: 16,536 shares; 2025Q3: 16,684 shares; 2025Q4: 16,712 shares; 2026Q1: 17,396 shares; 2026Q2: 24,096 shares 24,096 $8.73M 0.33% +6,700 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: 18,132 shares; 2024Q4: 18,615 shares; 2025Q1: 17,880 shares; 2025Q2: 18,011 shares; 2025Q3: 18,203 shares; 2025Q4: 18,332 shares; 2026Q1: 19,244 shares; 2026Q2: 25,469 shares 25,469 $8.68M 0.33% +6,225 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: 79,654 shares; 2024Q4: 82,931 shares; 2025Q1: 83,110 shares; 2025Q2: 85,912 shares; 2025Q3: 89,445 shares; 2025Q4: 92,050 shares; 2026Q1: 93,330 shares; 2026Q2: 88,914 shares 88,914 $8.56M 0.32% -4,416 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: 46,168 shares; 2024Q4: 48,576 shares; 2025Q1: 45,683 shares; 2025Q2: 46,010 shares; 2025Q3: 45,590 shares; 2025Q4: 45,315 shares; 2026Q1: 47,169 shares; 2026Q2: 62,225 shares 62,225 $8.51M 0.32% +15,056 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: 3,525 shares; 2024Q4: 9,405 shares; 2025Q1: 73,605 shares; 2025Q2: 73,775 shares; 2025Q3: 75,257 shares; 2025Q4: 77,023 shares; 2026Q1: 81,843 shares; 2026Q2: 104,617 shares 104,617 $8.5M 0.32% +22,774 Timeline AVIG 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: 105,797 shares; 2024Q4: 106,988 shares; 2025Q1: 182,789 shares; 2025Q2: 179,275 shares; 2025Q3: 174,109 shares; 2025Q4: 171,930 shares; 2026Q1: 185,766 shares; 2026Q2: 204,416 shares 204,416 $8.46M 0.32% +18,650 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,163 shares; 2024Q4: 66,832 shares; 2025Q1: 64,603 shares; 2025Q2: 65,333 shares; 2025Q3: 65,742 shares; 2025Q4: 67,209 shares; 2026Q1: 76,481 shares; 2026Q2: 99,608 shares 99,608 $8.43M 0.32% +23,127 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,640 shares; 2025Q2: 31,246 shares; 2025Q3: 31,470 shares; 2025Q4: 32,234 shares; 2026Q1: 34,671 shares; 2026Q2: 52,631 shares 52,631 $8.41M 0.32% +17,960 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,392 shares 26,392 $8.31M 0.31% new 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: 56,109 shares; 2024Q4: 52,295 shares; 2025Q1: 53,498 shares; 2025Q2: 55,312 shares; 2025Q3: 57,834 shares; 2025Q4: 61,642 shares; 2026Q1: 66,065 shares; 2026Q2: 94,973 shares 94,973 $8.26M 0.31% +28,908 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: 53,225 shares; 2024Q4: 54,494 shares; 2025Q1: 53,204 shares; 2025Q2: 53,430 shares; 2025Q3: 53,147 shares; 2025Q4: 54,387 shares; 2026Q1: 58,544 shares; 2026Q2: 85,436 shares 85,436 $8.18M 0.31% +26,892 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,645 shares; 2024Q4: 16,072 shares; 2025Q1: 16,897 shares; 2025Q2: 17,006 shares; 2025Q3: 17,146 shares; 2025Q4: 17,735 shares; 2026Q1: 19,446 shares; 2026Q2: 25,659 shares 25,659 $8.17M 0.31% +6,213 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: 19,204 shares; 2024Q4: 19,249 shares; 2025Q1: 21,315 shares; 2025Q2: 21,360 shares; 2025Q3: 21,054 shares; 2025Q4: 21,350 shares; 2026Q1: 22,881 shares; 2026Q2: 36,860 shares 36,860 $8.13M 0.31% +13,979 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: 27,410 shares; 2024Q4: 26,434 shares; 2025Q1: 19,191 shares; 2025Q2: 19,052 shares; 2025Q3: 19,049 shares; 2025Q4: 18,708 shares; 2026Q1: 22,994 shares; 2026Q2: 28,847 shares 28,847 $8.11M 0.31% +5,853 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,064 shares; 2024Q4: 99,738 shares; 2025Q1: 99,715 shares; 2025Q2: 97,041 shares; 2025Q3: 95,089 shares; 2025Q4: 95,295 shares; 2026Q1: 98,691 shares; 2026Q2: 101,363 shares 101,363 $8.11M 0.31% +2,672 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,217 shares; 2024Q4: 39,120 shares; 2025Q1: 40,641 shares; 2025Q2: 41,657 shares; 2025Q3: 41,784 shares; 2025Q4: 41,967 shares; 2026Q1: 42,224 shares; 2026Q2: 47,199 shares 47,199 $7.98M 0.3% +4,975 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313,826 shares; 2025Q2: 308,623 shares; 2025Q3: 289,897 shares; 2025Q4: 279,949 shares; 2026Q1: 293,330 shares; 2026Q2: 173,465 shares 173,465 $7.83M 0.3% -119,865 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: 31,195 shares; 2024Q4: 33,567 shares; 2025Q1: 32,643 shares; 2025Q2: 33,506 shares; 2025Q3: 34,096 shares; 2025Q4: 34,874 shares; 2026Q1: 35,628 shares; 2026Q2: 45,769 shares 45,769 $7.59M 0.29% +10,141 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,790 shares; 2024Q4: 19,197 shares; 2025Q1: 19,716 shares; 2025Q2: 19,671 shares; 2025Q3: 19,670 shares; 2025Q4: 19,890 shares; 2026Q1: 20,832 shares; 2026Q2: 33,121 shares 33,121 $7.31M 0.28% +12,289 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,514 shares; 2024Q4: 28,653 shares; 2025Q1: 31,811 shares; 2025Q2: 32,102 shares; 2025Q3: 30,698 shares; 2025Q4: 29,831 shares; 2026Q1: 28,880 shares; 2026Q2: 26,692 shares 26,692 $6.97M 0.26% -2,188 Timeline BILZ 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: 74,802 shares; 2024Q4: 68,625 shares; 2025Q1: 50,291 shares; 2025Q2: 54,665 shares; 2025Q3: 50,872 shares; 2025Q4: 60,698 shares; 2026Q1: 54,331 shares; 2026Q2: 48,646 shares 48,646 $4.91M 0.19% -5,685 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: 74,194 shares; 2025Q2: 70,742 shares; 2025Q3: 75,198 shares; 2025Q4: 71,812 shares; 2026Q1: 75,094 shares; 2026Q2: 73,763 shares 73,763 $4.53M 0.17% -1,331 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: 71,496 shares; 2024Q4: 70,592 shares; 2025Q1: 72,968 shares; 2025Q2: 68,965 shares; 2025Q3: 76,127 shares; 2025Q4: 73,005 shares; 2026Q1: 76,457 shares; 2026Q2: 76,602 shares 76,602 $4.33M 0.16% +145 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: 53,378 shares; 2024Q4: 51,388 shares; 2025Q1: 95,712 shares; 2025Q2: 91,203 shares; 2025Q3: 72,334 shares; 2025Q4: 71,970 shares; 2026Q1: 77,287 shares; 2026Q2: 80,854 shares 80,854 $4.08M 0.15% +3,567 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: 12,671 shares; 2024Q4: 14,077 shares; 2025Q1: 14,991 shares; 2025Q2: 15,329 shares; 2025Q3: 15,828 shares; 2025Q4: 15,436 shares; 2026Q1: 15,149 shares; 2026Q2: 14,665 shares 14,665 $3.96M 0.15% -484 Timeline AVSF 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: 121,461 shares; 2024Q4: 107,547 shares; 2025Q1: 131,052 shares; 2025Q2: 120,604 shares; 2025Q3: 93,212 shares; 2025Q4: 87,482 shares; 2026Q1: 82,348 shares; 2026Q2: 79,569 shares 79,569 $3.71M 0.14% -2,779 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: 39,325 shares; 2024Q4: 38,780 shares; 2025Q1: 38,303 shares; 2025Q2: 37,736 shares; 2025Q3: 35,575 shares; 2025Q4: 33,433 shares; 2026Q1: 33,801 shares; 2026Q2: 34,326 shares 34,326 $3.57M 0.13% +525 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,922 shares; 2024Q4: 36,458 shares; 2025Q1: 47,004 shares; 2025Q2: 49,517 shares; 2025Q3: 49,648 shares; 2025Q4: 49,269 shares; 2026Q1: 56,083 shares; 2026Q2: 63,707 shares 63,707 $3.19M 0.12% +7,624 Timeline SPYD 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: 59,060 shares; 2024Q4: 57,632 shares; 2025Q1: 68,941 shares; 2025Q2: 64,508 shares; 2025Q3: 65,531 shares; 2025Q4: 64,286 shares; 2026Q1: 64,205 shares; 2026Q2: 61,753 shares 61,753 $2.95M 0.11% -2,452 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: 11,207 shares; 2024Q4: 12,289 shares; 2025Q1: 13,126 shares; 2025Q2: 13,300 shares; 2025Q3: 13,415 shares; 2025Q4: 13,145 shares; 2026Q1: 12,859 shares; 2026Q2: 12,259 shares 12,259 $2.75M 0.1% -600 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,669 shares; 2024Q4: 26,715 shares; 2025Q1: 28,144 shares; 2025Q2: 25,949 shares; 2025Q3: 23,802 shares; 2025Q4: 22,906 shares; 2026Q1: 23,156 shares; 2026Q2: 23,054 shares 23,054 $2.71M 0.1% -102 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,293 shares; 2024Q4: 51,439 shares; 2025Q1: 38,476 shares; 2025Q2: 35,515 shares; 2025Q3: 27,515 shares; 2025Q4: not reported; 2026Q1: 26,932 shares; 2026Q2: 26,726 shares 26,726 $2.53M 0.1% -206 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,141 shares; 2024Q4: 27,071 shares; 2025Q1: 30,613 shares; 2025Q2: 30,484 shares; 2025Q3: 31,726 shares; 2025Q4: 33,958 shares; 2026Q1: 26,120 shares; 2026Q2: 22,504 shares 22,504 $2.3M 0.09% -3,616 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: 71,085 shares; 2024Q4: 79,720 shares; 2025Q1: 55,955 shares; 2025Q2: 51,648 shares; 2025Q3: 41,176 shares; 2025Q4: 39,596 shares; 2026Q1: 40,992 shares; 2026Q2: 41,430 shares 41,430 $2.17M 0.08% +438 Timeline IDV 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: 77,784 shares; 2025Q2: 71,043 shares; 2025Q3: 64,902 shares; 2025Q4: 55,762 shares; 2026Q1: 54,043 shares; 2026Q2: 52,137 shares 52,137 $2.16M 0.08% -1,906 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,213 shares; 2025Q2: 117,312 shares; 2025Q3: 107,636 shares; 2025Q4: 105,829 shares; 2026Q1: 113,522 shares; 2026Q2: 115,289 shares 115,289 $2.15M 0.08% +1,767 Timeline PFFV 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: 102,760 shares; 2025Q2: 96,825 shares; 2025Q3: 89,236 shares; 2025Q4: 89,308 shares; 2026Q1: 96,341 shares; 2026Q2: 97,802 shares 97,802 $2.15M 0.08% +1,461 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,106 shares; 2024Q4: 31,349 shares; 2025Q1: 30,164 shares; 2025Q2: 27,740 shares; 2025Q3: 24,652 shares; 2025Q4: 23,408 shares; 2026Q1: 21,549 shares; 2026Q2: 19,972 shares 19,972 $2.12M 0.08% -1,577 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,461 shares; 2024Q4: 14,629 shares; 2025Q1: 15,621 shares; 2025Q2: 16,397 shares; 2025Q3: 18,425 shares; 2025Q4: 17,396 shares; 2026Q1: 16,708 shares; 2026Q2: 16,932 shares 16,932 $1.93M 0.07% +224 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,332 shares; 2024Q4: 20,646 shares; 2025Q1: 20,194 shares; 2025Q2: 20,109 shares; 2025Q3: 18,964 shares; 2025Q4: 18,072 shares; 2026Q1: 18,597 shares; 2026Q2: 18,495 shares 18,495 $1.78M 0.07% -102 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,479 shares; 2024Q4: 14,329 shares; 2025Q1: 14,019 shares; 2025Q2: 13,767 shares; 2025Q3: 12,697 shares; 2025Q4: 11,843 shares; 2026Q1: 12,848 shares; 2026Q2: 13,058 shares 13,058 $1.59M 0.06% +210 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: 13,892 shares; 2024Q4: 13,316 shares; 2025Q1: 13,284 shares; 2025Q2: 13,196 shares; 2025Q3: 12,441 shares; 2025Q4: 11,729 shares; 2026Q1: 11,695 shares; 2026Q2: 11,601 shares 11,601 $1.45M 0.05% -94 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: 4,899 shares; 2024Q4: 4,895 shares; 2025Q1: 4,758 shares; 2025Q2: 4,604 shares; 2025Q3: 4,244 shares; 2025Q4: 3,992 shares; 2026Q1: 4,298 shares; 2026Q2: 17,827 shares 17,827 $1.44M 0.05% +13,529 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: 2,267 shares; 2024Q4: 2,135 shares; 2025Q1: 2,082 shares; 2025Q2: 1,994 shares; 2025Q3: 2,343 shares; 2025Q4: 2,098 shares; 2026Q1: 2,230 shares; 2026Q2: 1,893 shares 1,893 $1.39M 0.05% -337 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: not reported; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 616 shares; 2026Q1: 522 shares; 2026Q2: 1,128 shares 1,128 $843K 0.03% +606 Timeline CWB 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: 3,690 shares; 2024Q4: 3,343 shares; 2025Q1: 6,664 shares; 2025Q2: 7,389 shares; 2025Q3: 5,136 shares; 2025Q4: 5,476 shares; 2026Q1: 6,177 shares; 2026Q2: 7,053 shares 7,053 $760K 0.03% +876 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,937 shares; 2024Q4: 35,308 shares; 2025Q1: 29,917 shares; 2025Q2: 25,272 shares; 2025Q3: 20,195 shares; 2025Q4: 17,499 shares; 2026Q1: 17,177 shares; 2026Q2: 16,406 shares 16,406 $502K 0.02% -771 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $420K 0.02% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,478 shares; 2024Q4: 3,132 shares; 2025Q1: 5,027 shares; 2025Q2: 6,092 shares; 2025Q3: 5,112 shares; 2025Q4: 4,858 shares; 2026Q1: 6,197 shares; 2026Q2: 5,815 shares 5,815 $380K 0.01% -382 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,934 shares; 2025Q4: 15,678 shares; 2026Q1: 14,583 shares; 2026Q2: 14,738 shares 14,738 $311K 0.01% +155 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 2,097 shares; 2025Q1: 2,168 shares; 2025Q2: 1,906 shares; 2025Q3: 1,673 shares; 2025Q4: not reported; 2026Q1: 1,516 shares; 2026Q2: 1,411 shares 1,411 $301K 0.01% -105 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: 12,030 shares 12,030 $292K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,921 shares 11,921 $290K 0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,321 shares; 2025Q1: 2,231 shares; 2025Q2: 2,115 shares; 2025Q3: 1,832 shares; 2025Q4: 1,738 shares; 2026Q1: 2,274 shares; 2026Q2: 2,156 shares 2,156 $289K 0.01% -118 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,516 shares; 2024Q4: 14,155 shares; 2025Q1: 12,806 shares; 2025Q2: 10,766 shares; 2025Q3: 8,449 shares; 2025Q4: 7,436 shares; 2026Q1: 7,282 shares; 2026Q2: 6,979 shares 6,979 $285K 0.01% -303 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: 2,224 shares; 2024Q4: 2,234 shares; 2025Q1: 2,297 shares; 2025Q2: 2,454 shares; 2025Q3: 1,898 shares; 2025Q4: 1,792 shares; 2026Q1: 1,768 shares; 2026Q2: 1,670 shares 1,670 $275K 0.01% -98 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,018 shares; 2024Q4: 22,325 shares; 2025Q1: 17,825 shares; 2025Q2: 14,927 shares; 2025Q3: 11,206 shares; 2025Q4: 10,334 shares; 2026Q1: 9,954 shares; 2026Q2: 9,295 shares 9,295 $273K 0.01% -659 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $272K 0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,579 shares; 2024Q4: 118,796 shares; 2025Q1: 4,472 shares; 2025Q2: 4,987 shares; 2025Q3: 3,698 shares; 2025Q4: 3,463 shares; 2026Q1: 3,471 shares; 2026Q2: 3,283 shares 3,283 $270K 0.01% -188 Timeline NCLO NUSHARES ETF TR More: the full row for NUSHARES 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: 13,462 shares; 2025Q4: 11,828 shares; 2026Q1: 10,858 shares; 2026Q2: 10,519 shares 10,519 $264K 0.01% -339 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $262K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 1,964 shares; 2025Q1: 1,326 shares; 2025Q2: 1,471 shares; 2025Q3: 1,264 shares; 2025Q4: 1,204 shares; 2026Q1: 1,187 shares; 2026Q2: 1,123 shares 1,123 $262K 0.01% -64 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,345 shares; 2024Q4: 10,368 shares; 2025Q1: 8,669 shares; 2025Q2: 7,328 shares; 2025Q3: 5,832 shares; 2025Q4: 5,649 shares; 2026Q1: 5,435 shares; 2026Q2: 5,188 shares 5,188 $260K 0.01% -247 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,540 shares; 2024Q4: 7,696 shares; 2025Q1: 7,163 shares; 2025Q2: 6,881 shares; 2025Q3: 5,775 shares; 2025Q4: 5,468 shares; 2026Q1: 5,983 shares; 2026Q2: 5,627 shares 5,627 $259K 0.01% -356 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: 3,978 shares; 2024Q4: 3,454 shares; 2025Q1: not reported; 2025Q2: 2,546 shares; 2025Q3: 1,616 shares; 2025Q4: 1,450 shares; 2026Q1: 561 shares; 2026Q2: 524 shares 524 $257K 0.01% -37 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,679 shares; 2025Q1: 3,170 shares; 2025Q2: 2,914 shares; 2025Q3: 3,517 shares; 2025Q4: 3,353 shares; 2026Q1: 4,370 shares; 2026Q2: 4,136 shares 4,136 $251K 0.01% -234 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,424 shares 1,424 $247K 0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,127 shares; 2024Q4: 1,773 shares; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,013 shares; 2025Q4: 949 shares; 2026Q1: 627 shares; 2026Q2: 587 shares 587 $244K 0.01% -40 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,824 shares; 2024Q4: 7,625 shares; 2025Q1: 7,978 shares; 2025Q2: 7,271 shares; 2025Q3: 5,058 shares; 2025Q4: 4,728 shares; 2026Q1: 3,920 shares; 2026Q2: 3,660 shares 3,660 $243K 0.01% -260 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,804 shares; 2024Q4: 4,103 shares; 2025Q1: 5,038 shares; 2025Q2: not reported; 2025Q3: 4,391 shares; 2025Q4: 4,297 shares; 2026Q1: 5,034 shares; 2026Q2: 3,895 shares 3,895 $241K 0.01% -1,139 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 7,722 shares 7,722 $230K 0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,026 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares; 2026Q1: 2,904 shares; 2026Q2: 2,728 shares 2,728 $230K 0.01% -176 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,441 shares 1,441 $229K 0.01% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,547 shares 9,547 $219K 0.01% new Timeline DFNM 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: 4,505 shares 4,505 $218K 0.01% new Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,552 shares 5,552 $217K 0.01% new Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,919 shares; 2024Q4: 4,638 shares; 2025Q1: 4,820 shares; 2025Q2: 3,911 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,446 shares 4,446 $216K 0.01% new 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: 1,658 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 921 shares 921 $211K 0.01% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,865 shares 6,865 $211K 0.01% new Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,741 shares; 2025Q4: 9,168 shares; 2026Q1: 8,934 shares; 2026Q2: 8,912 shares 8,912 $210K 0.01% -22 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,847 shares; 2024Q4: 4,814 shares; 2025Q1: 4,601 shares; 2025Q2: not reported; 2025Q3: 4,522 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,622 shares 4,622 $204K 0.01% new 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: 5,839 shares; 2024Q4: 7,158 shares; 2025Q1: 8,093 shares; 2025Q2: 7,299 shares; 2025Q3: 6,966 shares; 2025Q4: 6,446 shares; 2026Q1: 5,219 shares; 2026Q2: 4,924 shares 4,924 $203K 0.01% -295 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,046 shares; 2024Q4: 15,315 shares; 2025Q1: 15,635 shares; 2025Q2: 18,788 shares; 2025Q3: 13,527 shares; 2025Q4: 13,100 shares; 2026Q1: 24,822 shares; 2026Q2: 23,429 shares 23,429 $191K 0.01% -1,393 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,321 shares; 2025Q1: not reported; 2025Q2: 10,730 shares; 2025Q3: 12,178 shares; 2025Q4: 11,435 shares; 2026Q1: 13,838 shares; 2026Q2: 13,269 shares 13,269 $117K <0.01% -569 Timeline