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: 485,392 shares; 2024Q4: 531,510 shares; 2025Q1: 586,485 shares; 2025Q2: 1,273,766 shares; 2025Q3: 673,514 shares; 2025Q4: 715,133 shares; 2026Q1: 806,789 shares; 2026Q2: 806,052 shares 806,052 $298M 2.8% -737 Timeline BBUS 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: 1,102,318 shares; 2024Q4: 1,209,249 shares; 2025Q1: 1,373,141 shares; 2025Q2: 2,856,818 shares; 2025Q3: 1,510,723 shares; 2025Q4: 1,708,199 shares; 2026Q1: 1,796,375 shares; 2026Q2: 1,796,203 shares 1,796,203 $242M 2.27% -172 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: 3,472,524 shares; 2024Q4: 3,643,519 shares; 2025Q1: 4,216,350 shares; 2025Q2: 8,809,842 shares; 2025Q3: 4,620,631 shares; 2025Q4: 4,789,246 shares; 2026Q1: 5,037,164 shares; 2026Q2: 5,042,328 shares 5,042,328 $224M 2.1% +5,164 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: not reported; 2024Q4: not reported; 2025Q1: 123,090 shares; 2025Q2: 117,431 shares; 2025Q3: 237,328 shares; 2025Q4: 310,808 shares; 2026Q1: 216,680 shares; 2026Q2: 279,177 shares 279,177 $192M 1.8% +62,497 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: 57,681 shares; 2024Q4: 61,357 shares; 2025Q1: 119,888 shares; 2025Q2: 136,851 shares; 2025Q3: 199,132 shares; 2025Q4: 453,385 shares; 2026Q1: 614,264 shares; 2026Q2: 595,353 shares 595,353 $172M 1.62% -18,911 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: 98,994 shares; 2024Q4: 108,085 shares; 2025Q1: 216,913 shares; 2025Q2: 315,278 shares; 2025Q3: 355,196 shares; 2025Q4: 618,635 shares; 2026Q1: 773,025 shares; 2026Q2: 792,402 shares 792,402 $159M 1.49% +19,377 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: 1,448,330 shares; 2024Q4: 1,627,209 shares; 2025Q1: 1,542,233 shares; 2025Q2: 3,248,576 shares; 2025Q3: 1,713,511 shares; 2025Q4: 1,799,146 shares; 2026Q1: 1,743,723 shares; 2026Q2: 1,739,716 shares 1,739,716 $149M 1.4% -4,007 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656,968 shares; 2024Q4: 1,931,530 shares; 2025Q1: 1,422,084 shares; 2025Q2: 3,109,636 shares; 2025Q3: 1,637,579 shares; 2025Q4: 1,787,067 shares; 2026Q1: 1,825,484 shares; 2026Q2: 1,840,209 shares 1,840,209 $135M 1.27% +14,725 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: 40,598 shares; 2024Q4: 47,404 shares; 2025Q1: 92,285 shares; 2025Q2: 100,808 shares; 2025Q3: 124,190 shares; 2025Q4: 255,148 shares; 2026Q1: 315,717 shares; 2026Q2: 318,424 shares 318,424 $119M 1.12% +2,707 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: 952,220 shares; 2024Q4: 1,121,915 shares; 2025Q1: 1,475,206 shares; 2025Q2: 3,264,660 shares; 2025Q3: 1,862,304 shares; 2025Q4: 2,063,242 shares; 2026Q1: 2,339,155 shares; 2026Q2: 2,453,732 shares 2,453,732 $115M 1.08% +114,577 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: 24,951 shares; 2024Q4: 30,616 shares; 2025Q1: 61,529 shares; 2025Q2: 89,218 shares; 2025Q3: 100,057 shares; 2025Q4: 198,300 shares; 2026Q1: 283,730 shares; 2026Q2: 302,205 shares 302,205 $108M 1.01% +18,475 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL 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: 770,021 shares 770,021 $107M 1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 7,106 shares; 2026Q1: 148,047 shares; 2026Q2: 1,192,521 shares 1,192,521 $103M 0.96% +1,044,474 Timeline JIRE 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: 256,965 shares; 2024Q4: 294,304 shares; 2025Q1: 339,502 shares; 2025Q2: 1,001,264 shares; 2025Q3: 1,134,168 shares; 2025Q4: 1,246,584 shares; 2026Q1: 1,215,729 shares; 2026Q2: 1,215,609 shares 1,215,609 $100M 0.94% -120 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: 76,609 shares; 2024Q4: 83,866 shares; 2025Q1: 143,464 shares; 2025Q2: 168,943 shares; 2025Q3: 176,181 shares; 2025Q4: 342,145 shares; 2026Q1: 424,173 shares; 2026Q2: 419,029 shares 419,029 $99.9M 0.94% -5,144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 74,365 shares; 2025Q4: 202,821 shares; 2026Q1: 288,898 shares; 2026Q2: 248,442 shares 248,442 $91.5M 0.86% -40,456 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: not reported; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: 440 shares; 2025Q3: 7,680 shares; 2025Q4: 8,418 shares; 2026Q1: 86,257 shares; 2026Q2: 116,875 shares 116,875 $86.1M 0.81% +30,618 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: not reported; 2024Q4: not reported; 2025Q1: 208,667 shares; 2025Q2: 303,394 shares; 2025Q3: 259,311 shares; 2025Q4: 532,889 shares; 2026Q1: 1,101,228 shares; 2026Q2: 1,186,398 shares 1,186,398 $84.5M 0.79% +85,170 Timeline DGCB 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: 1,164,169 shares; 2024Q4: 1,232,828 shares; 2025Q1: 1,218,576 shares; 2025Q2: 2,741,234 shares; 2025Q3: 1,446,070 shares; 2025Q4: 1,538,407 shares; 2026Q1: 1,541,232 shares; 2026Q2: 1,541,232 shares 1,541,232 $84.3M 0.79% 0 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: 41,748 shares; 2024Q4: 40,889 shares; 2025Q1: 93,529 shares; 2025Q2: 84,178 shares; 2025Q3: 106,240 shares; 2025Q4: 169,504 shares; 2026Q1: 216,720 shares; 2026Q2: 216,255 shares 216,255 $81.7M 0.77% -465 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: 35,213 shares; 2025Q3: not reported; 2025Q4: 1,408,140 shares; 2026Q1: 1,497,064 shares; 2026Q2: 1,496,955 shares 1,496,955 $80.1M 0.75% -109 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: 215,295 shares; 2024Q4: 235,881 shares; 2025Q1: 647,231 shares; 2025Q2: 1,205,742 shares; 2025Q3: 721,095 shares; 2025Q4: 757,314 shares; 2026Q1: 818,382 shares; 2026Q2: 888,139 shares 888,139 $73.6M 0.69% +69,757 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: not reported; 2025Q4: not reported; 2026Q1: 549,655 shares; 2026Q2: 775,298 shares 775,298 $70.7M 0.66% +225,643 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: 34,206 shares; 2024Q4: 25,339 shares; 2025Q1: 80,545 shares; 2025Q2: 76,253 shares; 2025Q3: 48,390 shares; 2025Q4: 38,106 shares; 2026Q1: 51,747 shares; 2026Q2: 91,712 shares 91,712 $68.7M 0.65% +39,965 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806,418 shares; 2024Q4: 917,641 shares; 2025Q1: 846,410 shares; 2025Q2: 1,862,622 shares; 2025Q3: 978,637 shares; 2025Q4: 1,063,648 shares; 2026Q1: 1,163,269 shares; 2026Q2: 1,346,913 shares 1,346,913 $65.2M 0.61% +183,644 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: 10,779 shares; 2024Q4: 12,111 shares; 2025Q1: 23,702 shares; 2025Q2: 13,145 shares; 2025Q3: 17,545 shares; 2025Q4: 33,762 shares; 2026Q1: 51,543 shares; 2026Q2: 53,968 shares 53,968 $64.7M 0.61% +2,425 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: 184,952 shares; 2024Q4: 218,671 shares; 2025Q1: 313,233 shares; 2025Q2: 1,537,274 shares; 2025Q3: 1,014,010 shares; 2025Q4: 526,958 shares; 2026Q1: 533,901 shares; 2026Q2: 611,878 shares 611,878 $60.6M 0.57% +77,977 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: 1,018,676 shares; 2024Q4: 1,029,820 shares; 2025Q1: 1,183,390 shares; 2025Q2: 2,459,314 shares; 2025Q3: 1,229,943 shares; 2025Q4: 1,241,985 shares; 2026Q1: 1,736,974 shares; 2026Q2: 1,621,451 shares 1,621,451 $60.4M 0.57% -115,523 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: not reported; 2024Q4: not reported; 2025Q1: 361,041 shares; 2025Q2: 340,102 shares; 2025Q3: 342,228 shares; 2025Q4: 613,389 shares; 2026Q1: 633,874 shares; 2026Q2: 754,764 shares 754,764 $58.8M 0.55% +120,890 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: 10,787 shares; 2024Q4: 13,612 shares; 2025Q1: 27,483 shares; 2025Q2: 43,462 shares; 2025Q3: 53,803 shares; 2025Q4: 110,257 shares; 2026Q1: 167,181 shares; 2026Q2: 176,488 shares 176,488 $57.8M 0.54% +9,307 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: 964,659 shares; 2024Q4: 1,037,172 shares; 2025Q1: 1,229,650 shares; 2025Q2: 2,671,340 shares; 2025Q3: 1,378,430 shares; 2025Q4: 1,434,271 shares; 2026Q1: 1,487,000 shares; 2026Q2: 1,486,102 shares 1,486,102 $57.6M 0.54% -898 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: 29,975 shares; 2024Q4: 13,908 shares; 2025Q1: 31,428 shares; 2025Q2: 23,349 shares; 2025Q3: 79,611 shares; 2025Q4: 294,231 shares; 2026Q1: 401,666 shares; 2026Q2: 414,400 shares 414,400 $56.7M 0.53% +12,734 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: 292,115 shares; 2025Q2: 223,822 shares; 2025Q3: 184,904 shares; 2025Q4: 72,798 shares; 2026Q1: 584,007 shares; 2026Q2: 824,650 shares 824,650 $56.1M 0.53% +240,643 Timeline JAVA 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: 453,705 shares; 2024Q4: 559,905 shares; 2025Q1: 536,166 shares; 2025Q2: 1,155,023 shares; 2025Q3: 568,473 shares; 2025Q4: 625,136 shares; 2026Q1: 1,098,170 shares; 2026Q2: 703,546 shares 703,546 $55.9M 0.52% -394,624 Timeline DUHP 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: 874,609 shares; 2024Q4: 930,500 shares; 2025Q1: 1,048,243 shares; 2025Q2: 2,223,094 shares; 2025Q3: 1,184,552 shares; 2025Q4: 1,245,002 shares; 2026Q1: 1,311,124 shares; 2026Q2: 1,310,344 shares 1,310,344 $54.7M 0.51% -780 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: 13,065 shares; 2024Q4: 13,407 shares; 2025Q1: 26,647 shares; 2025Q2: 20,846 shares; 2025Q3: 25,402 shares; 2025Q4: 38,313 shares; 2026Q1: 134,373 shares; 2026Q2: 152,600 shares 152,600 $53.8M 0.51% +18,227 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: 359 shares; 2024Q4: 2,679 shares; 2025Q1: 1,237 shares; 2025Q2: 83,135 shares; 2025Q3: 8,596 shares; 2025Q4: 50,505 shares; 2026Q1: 75,834 shares; 2026Q2: 70,602 shares 70,602 $52.7M 0.5% -5,232 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,377 shares; 2024Q4: 285,039 shares; 2025Q1: 419,790 shares; 2025Q2: 1,100,250 shares; 2025Q3: 551,503 shares; 2025Q4: 609,693 shares; 2026Q1: 523,889 shares; 2026Q2: 523,837 shares 523,837 $51.6M 0.49% -52 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: 21,059 shares; 2024Q4: 25,627 shares; 2025Q1: 36,840 shares; 2025Q2: 42,806 shares; 2025Q3: 39,761 shares; 2025Q4: 72,052 shares; 2026Q1: 82,479 shares; 2026Q2: 90,997 shares 90,997 $51.3M 0.48% +8,518 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: 122,424 shares; 2025Q2: 132,013 shares; 2025Q3: 135,039 shares; 2025Q4: 43,678 shares; 2026Q1: 1,117,676 shares; 2026Q2: 1,157,164 shares 1,157,164 $49.9M 0.47% +39,488 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: 560,573 shares; 2024Q4: 616,801 shares; 2025Q1: 713,283 shares; 2025Q2: 1,557,022 shares; 2025Q3: 601,194 shares; 2025Q4: 665,286 shares; 2026Q1: 699,900 shares; 2026Q2: 699,827 shares 699,827 $49.8M 0.47% -73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,871 shares; 2025Q3: 309,107 shares; 2025Q4: 353,156 shares; 2026Q1: 380,203 shares; 2026Q2: 384,167 shares 384,167 $49.2M 0.46% +3,964 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: not reported; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: not reported; 2025Q3: 38,930 shares; 2025Q4: 95,269 shares; 2026Q1: 126,900 shares; 2026Q2: 587,604 shares 587,604 $47.3M 0.44% +460,704 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944,563 shares; 2026Q2: 1,028,763 shares 1,028,763 $47.1M 0.44% +84,200 Timeline DFGP 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: 584,567 shares; 2024Q4: 622,737 shares; 2025Q1: 625,951 shares; 2025Q2: 1,409,084 shares; 2025Q3: 753,363 shares; 2025Q4: 841,462 shares; 2026Q1: 857,514 shares; 2026Q2: 857,514 shares 857,514 $46.7M 0.44% 0 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: not reported; 2024Q4: not reported; 2025Q1: 137,985 shares; 2025Q2: 82,411 shares; 2025Q3: 273,381 shares; 2025Q4: 74,788 shares; 2026Q1: 89,328 shares; 2026Q2: 338,319 shares 338,319 $46.5M 0.44% +248,991 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: 2,040,791 shares; 2026Q2: 1,861,458 shares 1,861,458 $45.1M 0.42% -179,333 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: not reported; 2024Q4: not reported; 2025Q1: 63,298 shares; 2025Q2: 188,632 shares; 2025Q3: 32,777 shares; 2025Q4: 48,053 shares; 2026Q1: 161,547 shares; 2026Q2: 204,628 shares 204,628 $44.9M 0.42% +43,081 Timeline JEMA 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: 445,470 shares; 2024Q4: 493,123 shares; 2025Q1: 563,033 shares; 2025Q2: 1,211,208 shares; 2025Q3: 577,000 shares; 2025Q4: 715,884 shares; 2026Q1: 682,876 shares; 2026Q2: 682,817 shares 682,817 $43.6M 0.41% -59 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: 87,162 shares; 2024Q4: 79,953 shares; 2025Q1: 67,094 shares; 2025Q2: 136,243 shares; 2025Q3: 80,985 shares; 2025Q4: 85,618 shares; 2026Q1: 97,735 shares; 2026Q2: 99,212 shares 99,212 $41.7M 0.39% +1,477 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,943 shares; 2025Q3: 890,564 shares; 2025Q4: 1,460,547 shares; 2026Q1: 1,860,597 shares; 2026Q2: 1,626,601 shares 1,626,601 $41.5M 0.39% -233,996 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,634 shares; 2025Q3: 30,329 shares; 2025Q4: 87,426 shares; 2026Q1: 260,553 shares; 2026Q2: 1,759,425 shares 1,759,425 $41.4M 0.39% +1,498,872 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: 9,124 shares; 2024Q4: 8,314 shares; 2025Q1: 16,244 shares; 2025Q2: 16,627 shares; 2025Q3: 4,885 shares; 2025Q4: 31,083 shares; 2026Q1: 29,477 shares; 2026Q2: 35,654 shares 35,654 $41.2M 0.39% +6,177 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: not reported; 2025Q4: 43,382 shares; 2026Q1: 742,642 shares; 2026Q2: 506,198 shares 506,198 $41M 0.39% -236,444 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: not reported; 2024Q4: not reported; 2025Q1: 7,494 shares; 2025Q2: not reported; 2025Q3: 168,189 shares; 2025Q4: 422,736 shares; 2026Q1: 382,253 shares; 2026Q2: 418,281 shares 418,281 $40.4M 0.38% +36,028 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: 1,302,158 shares; 2025Q4: 1,386,911 shares; 2026Q1: 1,550,174 shares; 2026Q2: 1,550,140 shares 1,550,140 $40.1M 0.38% -34 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: 615,604 shares; 2024Q4: 588,250 shares; 2025Q1: 538,354 shares; 2025Q2: 985,564 shares; 2025Q3: 491,643 shares; 2025Q4: 541,766 shares; 2026Q1: 517,276 shares; 2026Q2: 521,597 shares 521,597 $39.5M 0.37% +4,321 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: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,718 shares; 2025Q3: 118,581 shares; 2025Q4: 242,969 shares; 2026Q1: 252,074 shares; 2026Q2: 265,976 shares 265,976 $39.4M 0.37% +13,902 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,474 shares; 2025Q3: 3,074 shares; 2025Q4: 98,351 shares; 2026Q1: 188,148 shares; 2026Q2: 206,556 shares 206,556 $39.4M 0.37% +18,408 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,440 shares; 2025Q4: 1,019,056 shares; 2026Q1: 1,030,490 shares; 2026Q2: 1,057,180 shares 1,057,180 $38.9M 0.36% +26,690 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS 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: 906,908 shares; 2026Q2: 905,571 shares 905,571 $38.2M 0.36% -1,337 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: not reported; 2024Q4: not reported; 2025Q1: 103,837 shares; 2025Q2: 42,527 shares; 2025Q3: 30,841 shares; 2025Q4: 303,981 shares; 2026Q1: 336,357 shares; 2026Q2: 369,793 shares 369,793 $37.8M 0.36% +33,436 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: not reported; 2024Q4: not reported; 2025Q1: 9,700 shares; 2025Q2: 15,138 shares; 2025Q3: 214,229 shares; 2025Q4: 343,394 shares; 2026Q1: 419,322 shares; 2026Q2: 456,652 shares 456,652 $37.7M 0.35% +37,330 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: not reported; 2026Q2: 985,631 shares 985,631 $36.1M 0.34% new Timeline PTRB 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 868,596 shares 868,596 $36M 0.34% new 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: 737,129 shares; 2024Q4: 872,685 shares; 2025Q1: 921,729 shares; 2025Q2: 1,948,750 shares; 2025Q3: 1,058,945 shares; 2025Q4: 1,149,959 shares; 2026Q1: 1,308,427 shares; 2026Q2: 1,308,396 shares 1,308,396 $35.9M 0.34% -31 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: 14,303 shares; 2024Q4: 16,033 shares; 2025Q1: 23,889 shares; 2025Q2: 45,422 shares; 2025Q3: 37,641 shares; 2025Q4: 77,447 shares; 2026Q1: 90,910 shares; 2026Q2: 101,599 shares 101,599 $35.9M 0.34% +10,689 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: 21,448 shares; 2024Q4: 33,335 shares; 2025Q1: 81,230 shares; 2025Q2: 50,672 shares; 2025Q3: 74,699 shares; 2025Q4: 125,003 shares; 2026Q1: 146,644 shares; 2026Q2: 138,783 shares 138,783 $35.2M 0.33% -7,861 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: 27,913 shares; 2024Q4: 29,327 shares; 2025Q1: 65,689 shares; 2025Q2: 33,011 shares; 2025Q3: 51,754 shares; 2025Q4: 75,671 shares; 2026Q1: 76,647 shares; 2026Q2: 72,221 shares 72,221 $34.5M 0.32% -4,426 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: 16,257 shares; 2024Q4: 24,572 shares; 2025Q1: 29,054 shares; 2025Q2: 76,434 shares; 2025Q3: 48,799 shares; 2025Q4: 49,277 shares; 2026Q1: 67,450 shares; 2026Q2: 58,314 shares 58,314 $33.9M 0.32% -9,136 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: 23,250 shares; 2025Q3: 67,423 shares; 2025Q4: 74,623 shares; 2026Q1: 441,841 shares; 2026Q2: 624,494 shares 624,494 $32.9M 0.31% +182,653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,260 shares; 2026Q1: 230,910 shares; 2026Q2: 149,816 shares 149,816 $32.6M 0.31% -81,094 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662,249 shares; 2025Q4: 724,587 shares; 2026Q1: 885,670 shares; 2026Q2: 916,929 shares 916,929 $32.3M 0.3% +31,259 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,135 shares; 2024Q4: 422,391 shares; 2025Q1: 467,579 shares; 2025Q2: 948,376 shares; 2025Q3: 491,854 shares; 2025Q4: 508,983 shares; 2026Q1: 999,519 shares; 2026Q2: 787,822 shares 787,822 $32M 0.3% -211,697 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: 18,595 shares; 2024Q4: 21,100 shares; 2025Q1: 38,888 shares; 2025Q2: 43,057 shares; 2025Q3: 44,232 shares; 2025Q4: 97,277 shares; 2026Q1: 127,510 shares; 2026Q2: 126,735 shares 126,735 $31.9M 0.3% -775 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: 37,856 shares; 2024Q4: 41,745 shares; 2025Q1: 46,722 shares; 2025Q2: 102,652 shares; 2025Q3: 69,211 shares; 2025Q4: 86,820 shares; 2026Q1: 114,562 shares; 2026Q2: 130,531 shares 130,531 $30.9M 0.29% +15,969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,191 shares; 2025Q4: 367,529 shares; 2026Q1: 527,514 shares; 2026Q2: 607,410 shares 607,410 $30.6M 0.29% +79,896 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: 546,717 shares; 2024Q4: 616,047 shares; 2025Q1: 643,901 shares; 2025Q2: 1,330,582 shares; 2025Q3: 517,355 shares; 2025Q4: 549,049 shares; 2026Q1: 611,453 shares; 2026Q2: 613,770 shares 613,770 $30.2M 0.28% +2,317 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: 8,948 shares; 2025Q2: not reported; 2025Q3: 11,167 shares; 2025Q4: not reported; 2026Q1: 40,180 shares; 2026Q2: 280,477 shares 280,477 $29.8M 0.28% +240,297 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,283 shares; 2024Q4: 4,505 shares; 2025Q1: 9,922 shares; 2025Q2: 10,025 shares; 2025Q3: 7,164 shares; 2025Q4: 16,749 shares; 2026Q1: 15,983 shares; 2026Q2: 14,886 shares 14,886 $29.6M 0.28% -1,097 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: 25,801 shares; 2024Q4: 28,893 shares; 2025Q1: 54,709 shares; 2025Q2: 46,040 shares; 2025Q3: 42,616 shares; 2025Q4: 72,037 shares; 2026Q1: 87,786 shares; 2026Q2: 85,468 shares 85,468 $29.3M 0.28% -2,318 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: not reported; 2025Q2: not reported; 2025Q3: 8,408 shares; 2025Q4: 203,022 shares; 2026Q1: 296,111 shares; 2026Q2: 319,157 shares 319,157 $29.2M 0.27% +23,046 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: 108,108 shares; 2024Q4: 131,919 shares; 2025Q1: 134,867 shares; 2025Q2: 409,349 shares; 2025Q3: 171,108 shares; 2025Q4: 271,938 shares; 2026Q1: 314,430 shares; 2026Q2: 333,917 shares 333,917 $28.9M 0.27% +19,487 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,123 shares; 2024Q4: 379,766 shares; 2025Q1: 405,077 shares; 2025Q2: 849,562 shares; 2025Q3: 460,975 shares; 2025Q4: 510,219 shares; 2026Q1: 623,810 shares; 2026Q2: 633,537 shares 633,537 $28.2M 0.26% +9,727 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: not reported; 2024Q4: 6,683 shares; 2025Q1: 10,671 shares; 2025Q2: 51,151 shares; 2025Q3: 48,396 shares; 2025Q4: 140,024 shares; 2026Q1: 336,838 shares; 2026Q2: 346,342 shares 346,342 $28.1M 0.26% +9,504 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: 768,982 shares; 2024Q4: 309,057 shares; 2025Q1: 383,476 shares; 2025Q2: 374,754 shares; 2025Q3: 231,247 shares; 2025Q4: 330,468 shares; 2026Q1: 255,381 shares; 2026Q2: 306,303 shares 306,303 $26.9M 0.25% +50,922 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: 27,735 shares; 2024Q4: 28,450 shares; 2025Q1: 34,744 shares; 2025Q2: 333,349 shares; 2025Q3: 208,406 shares; 2025Q4: 452,892 shares; 2026Q1: 316,147 shares; 2026Q2: 341,485 shares 341,485 $26.3M 0.25% +25,338 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: 513,093 shares 513,093 $26M 0.24% new 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: 3,225 shares; 2024Q4: 10,398 shares; 2025Q1: 19,196 shares; 2025Q2: 19,120 shares; 2025Q3: 78,124 shares; 2025Q4: 98,441 shares; 2026Q1: 226,164 shares; 2026Q2: 226,804 shares 226,804 $25.7M 0.24% +640 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,295 shares; 2025Q4: 595,914 shares; 2026Q1: 848,271 shares; 2026Q2: 1,121,539 shares 1,121,539 $25.5M 0.24% +273,268 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: 4,773 shares; 2025Q3: 4,122 shares; 2025Q4: 5,542 shares; 2026Q1: 44,087 shares; 2026Q2: 39,486 shares 39,486 $25.2M 0.24% -4,601 Timeline EDOW 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: 337,988 shares; 2024Q4: 341,227 shares; 2025Q1: 312,899 shares; 2025Q2: 558,824 shares; 2025Q3: 270,028 shares; 2025Q4: 263,229 shares; 2026Q1: 569,810 shares; 2026Q2: 569,810 shares 569,810 $25.1M 0.24% 0 Timeline IJT 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: 2,635 shares; 2025Q3: 11,125 shares; 2025Q4: 11,547 shares; 2026Q1: 10,373 shares; 2026Q2: 139,080 shares 139,080 $24.8M 0.23% +128,707 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: not reported; 2024Q4: not reported; 2025Q1: 136,343 shares; 2025Q2: 124,834 shares; 2025Q3: 128,094 shares; 2025Q4: 140,315 shares; 2026Q1: 269,867 shares; 2026Q2: 321,738 shares 321,738 $24.7M 0.23% +51,871 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: 134,070 shares; 2024Q4: 168,698 shares; 2025Q1: 178,022 shares; 2025Q2: 363,206 shares; 2025Q3: 605,360 shares; 2025Q4: 560,913 shares; 2026Q1: 416,967 shares; 2026Q2: 482,534 shares 482,534 $24M 0.23% +65,567 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: 156,460 shares; 2024Q4: 160,172 shares; 2025Q1: 159,902 shares; 2025Q2: 359,413 shares; 2025Q3: 166,613 shares; 2025Q4: 179,227 shares; 2026Q1: 515,815 shares; 2026Q2: 444,414 shares 444,414 $23.3M 0.22% -71,401 Timeline CLOA 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: 268,316 shares; 2025Q3: 137,328 shares; 2025Q4: 280,340 shares; 2026Q1: 440,508 shares; 2026Q2: 443,792 shares 443,792 $23M 0.22% +3,284 Timeline GTIP 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: 9,726 shares; 2025Q4: 32,745 shares; 2026Q1: 44,367 shares; 2026Q2: 471,582 shares 471,582 $23M 0.22% +427,215 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: 74,705 shares; 2024Q4: 80,230 shares; 2025Q1: 150,868 shares; 2025Q2: not reported; 2025Q3: 453,616 shares; 2025Q4: 476,919 shares; 2026Q1: 507,315 shares; 2026Q2: 861,975 shares 861,975 $22.6M 0.21% +354,660 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: 55,891 shares; 2024Q4: 54,595 shares; 2025Q1: 113,193 shares; 2025Q2: 67,133 shares; 2025Q3: 109,261 shares; 2025Q4: 162,480 shares; 2026Q1: 197,570 shares; 2026Q2: 192,216 shares 192,216 $22.6M 0.21% -5,354 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,227 shares; 2024Q4: 48,767 shares; 2025Q1: 94,739 shares; 2025Q2: 12,370 shares; 2025Q3: 25,421 shares; 2025Q4: 936,640 shares; 2026Q1: 901,027 shares; 2026Q2: 900,613 shares 900,613 $22.1M 0.21% -414 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: 5,044 shares; 2024Q4: 4,974 shares; 2025Q1: 8,902 shares; 2025Q2: 5,676 shares; 2025Q3: 6,673 shares; 2025Q4: 13,963 shares; 2026Q1: 22,637 shares; 2026Q2: 23,626 shares 23,626 $22.1M 0.21% +989 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: 5,651 shares; 2024Q4: 6,307 shares; 2025Q1: 12,174 shares; 2025Q2: 9,102 shares; 2025Q3: 9,873 shares; 2025Q4: 17,991 shares; 2026Q1: 21,787 shares; 2026Q2: 21,819 shares 21,819 $22.1M 0.21% +32 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: 8,981 shares; 2024Q4: 18,764 shares; 2025Q1: 36,866 shares; 2025Q2: 22,110 shares; 2025Q3: 29,237 shares; 2025Q4: 46,943 shares; 2026Q1: 55,149 shares; 2026Q2: 64,250 shares 64,250 $21.9M 0.21% +9,101 Timeline AVLC 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: 5,105 shares; 2025Q4: 11,409 shares; 2026Q1: 19,360 shares; 2026Q2: 243,516 shares 243,516 $21.9M 0.21% +224,156 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: 275,650 shares; 2024Q4: 244,867 shares; 2025Q1: 230,450 shares; 2025Q2: 857,646 shares; 2025Q3: 556,540 shares; 2025Q4: 486,313 shares; 2026Q1: 491,557 shares; 2026Q2: 478,684 shares 478,684 $21.8M 0.2% -12,873 Timeline JIVE 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: 176,973 shares; 2025Q4: 194,111 shares; 2026Q1: 234,159 shares; 2026Q2: 234,138 shares 234,138 $21.5M 0.2% -21 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,431 shares; 2024Q4: 307,094 shares; 2025Q1: 318,208 shares; 2025Q2: 655,048 shares; 2025Q3: 445,063 shares; 2025Q4: 465,723 shares; 2026Q1: 548,627 shares; 2026Q2: 571,601 shares 571,601 $21.4M 0.2% +22,974 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,198 shares; 2025Q3: 33,684 shares; 2025Q4: 39,138 shares; 2026Q1: 77,615 shares; 2026Q2: 192,811 shares 192,811 $21.2M 0.2% +115,196 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: 59,396 shares; 2025Q3: 108,789 shares; 2025Q4: 127,900 shares; 2026Q1: 138,831 shares; 2026Q2: 236,996 shares 236,996 $21.1M 0.2% +98,165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,153 shares; 2025Q3: 373,115 shares; 2025Q4: 378,511 shares; 2026Q1: 396,979 shares; 2026Q2: 418,807 shares 418,807 $21.1M 0.2% +21,828 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: 9,868 shares; 2024Q4: 10,037 shares; 2025Q1: 21,166 shares; 2025Q2: 9,102 shares; 2025Q3: 15,694 shares; 2025Q4: 24,966 shares; 2026Q1: 38,562 shares; 2026Q2: 42,074 shares 42,074 $21.1M 0.2% +3,512 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: 561,199 shares; 2024Q4: 541,327 shares; 2025Q1: 734,627 shares; 2025Q2: 1,096,120 shares; 2025Q3: 653,672 shares; 2025Q4: 546,067 shares; 2026Q1: 433,885 shares; 2026Q2: 451,814 shares 451,814 $20.8M 0.2% +17,929 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: not reported; 2024Q4: not reported; 2025Q1: 47,178 shares; 2025Q2: 39,768 shares; 2025Q3: 48,683 shares; 2025Q4: 84,802 shares; 2026Q1: 210,498 shares; 2026Q2: 214,531 shares 214,531 $20.3M 0.19% +4,033 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: not reported; 2025Q1: 7,049 shares; 2025Q2: 17,892 shares; 2025Q3: 58,368 shares; 2025Q4: 110,455 shares; 2026Q1: 111,371 shares; 2026Q2: 116,105 shares 116,105 $20.1M 0.19% +4,734 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: not reported; 2024Q4: not reported; 2025Q1: 71,225 shares; 2025Q2: 49,863 shares; 2025Q3: 38,839 shares; 2025Q4: 90,005 shares; 2026Q1: 432,505 shares; 2026Q2: 427,592 shares 427,592 $19.7M 0.19% -4,913 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: 5,520 shares; 2024Q4: 7,284 shares; 2025Q1: 12,161 shares; 2025Q2: 14,103 shares; 2025Q3: 13,508 shares; 2025Q4: 23,321 shares; 2026Q1: 31,772 shares; 2026Q2: 46,297 shares 46,297 $19.2M 0.18% +14,525 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: not reported; 2024Q4: not reported; 2025Q1: 104,982 shares; 2025Q2: 183,296 shares; 2025Q3: 106,389 shares; 2025Q4: 110,382 shares; 2026Q1: 206,710 shares; 2026Q2: 212,751 shares 212,751 $18.9M 0.18% +6,041 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,979 shares; 2025Q3: 192,572 shares; 2025Q4: 201,110 shares; 2026Q1: 208,217 shares; 2026Q2: 197,891 shares 197,891 $18.9M 0.18% -10,326 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775,096 shares; 2025Q4: 866,448 shares; 2026Q1: 1,062,679 shares; 2026Q2: 806,123 shares 806,123 $18.6M 0.18% -256,556 Timeline JIG 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: 177,918 shares; 2025Q4: 197,400 shares; 2026Q1: 212,933 shares; 2026Q2: 212,913 shares 212,913 $18.6M 0.17% -20 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,428 shares; 2024Q4: 264,448 shares; 2025Q1: 272,980 shares; 2025Q2: 573,500 shares; 2025Q3: 313,344 shares; 2025Q4: 359,627 shares; 2026Q1: 386,011 shares; 2026Q2: 386,011 shares 386,011 $18.4M 0.17% 0 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: 5,253 shares; 2024Q4: 4,500 shares; 2025Q1: 7,130 shares; 2025Q2: 14,814 shares; 2025Q3: 15,231 shares; 2025Q4: 29,621 shares; 2026Q1: 31,066 shares; 2026Q2: 35,252 shares 35,252 $18.1M 0.17% +4,186 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,520 shares; 2025Q2: 4,910 shares; 2025Q3: 174,136 shares; 2025Q4: 186,470 shares; 2026Q1: 194,553 shares; 2026Q2: 195,617 shares 195,617 $18M 0.17% +1,064 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856,676 shares; 2025Q3: 434,239 shares; 2025Q4: 296,660 shares; 2026Q1: 345,577 shares; 2026Q2: 339,982 shares 339,982 $17.9M 0.17% -5,595 Timeline IJK 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: 7,043 shares; 2025Q3: 19,746 shares; 2025Q4: 19,748 shares; 2026Q1: 17,619 shares; 2026Q2: 152,013 shares 152,013 $17.9M 0.17% +134,394 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596,962 shares; 2025Q3: 114,219 shares; 2025Q4: 164,726 shares; 2026Q1: 304,894 shares; 2026Q2: 331,388 shares 331,388 $17.8M 0.17% +26,494 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,053 shares; 2025Q4: 122,166 shares; 2026Q1: 141,264 shares; 2026Q2: 315,938 shares 315,938 $17.7M 0.17% +174,674 Timeline BALI 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: 341,409 shares; 2025Q2: 1,046,952 shares; 2025Q3: 526,297 shares; 2025Q4: 527,823 shares; 2026Q1: 524,311 shares; 2026Q2: 524,311 shares 524,311 $17.7M 0.17% 0 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: 64,381 shares; 2024Q4: 65,091 shares; 2025Q1: 59,603 shares; 2025Q2: 107,232 shares; 2025Q3: 51,089 shares; 2025Q4: 263,825 shares; 2026Q1: 363,830 shares; 2026Q2: 364,025 shares 364,025 $17.7M 0.17% +195 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: 2,699 shares; 2024Q4: 3,751 shares; 2025Q1: 250,193 shares; 2025Q2: 201,406 shares; 2025Q3: 187,765 shares; 2025Q4: 167,945 shares; 2026Q1: 154,142 shares; 2026Q2: 163,753 shares 163,753 $17.6M 0.17% +9,611 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $17.2M 0.16% 0 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: 36,580 shares; 2024Q4: 43,419 shares; 2025Q1: 84,721 shares; 2025Q2: 78,329 shares; 2025Q3: 50,858 shares; 2025Q4: 85,248 shares; 2026Q1: 93,426 shares; 2026Q2: 95,077 shares 95,077 $17.2M 0.16% +1,651 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,442 shares; 2024Q4: 206,110 shares; 2025Q1: 180,317 shares; 2025Q2: 322,546 shares; 2025Q3: 156,267 shares; 2025Q4: 186,554 shares; 2026Q1: 181,427 shares; 2026Q2: 181,055 shares 181,055 $17M 0.16% -372 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,814 shares; 2024Q4: 135,178 shares; 2025Q1: 101,014 shares; 2025Q2: 168,840 shares; 2025Q3: 81,773 shares; 2025Q4: 79,967 shares; 2026Q1: 78,113 shares; 2026Q2: 78,113 shares 78,113 $17M 0.16% 0 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 459,389 shares; 2026Q2: 564,091 shares 564,091 $16.9M 0.16% +104,702 Timeline FTCB 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: 34,146 shares; 2025Q1: 36,075 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,568 shares; 2026Q1: 13,337 shares; 2026Q2: 805,157 shares 805,157 $16.8M 0.16% +791,820 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: 57,741 shares; 2024Q4: 59,068 shares; 2025Q1: 217,708 shares; 2025Q2: 128,635 shares; 2025Q3: 145,812 shares; 2025Q4: 212,206 shares; 2026Q1: 220,275 shares; 2026Q2: 224,997 shares 224,997 $16.7M 0.16% +4,722 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,440 shares; 2025Q3: 985 shares; 2025Q4: 11,427 shares; 2026Q1: 57,404 shares; 2026Q2: 53,772 shares 53,772 $16.3M 0.15% -3,632 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: 15,170 shares; 2024Q4: 18,808 shares; 2025Q1: 39,513 shares; 2025Q2: 27,396 shares; 2025Q3: 40,404 shares; 2025Q4: 90,121 shares; 2026Q1: 128,127 shares; 2026Q2: 111,145 shares 111,145 $16.3M 0.15% -16,982 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: 125,318 shares; 2024Q4: 168,651 shares; 2025Q1: 174,154 shares; 2025Q2: 242,465 shares; 2025Q3: 132,672 shares; 2025Q4: 132,858 shares; 2026Q1: 142,909 shares; 2026Q2: 142,582 shares 142,582 $16.3M 0.15% -327 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: 84,737 shares; 2026Q2: 85,578 shares 85,578 $16.2M 0.15% +841 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: 770 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 1,703 shares; 2025Q4: 13,313 shares; 2026Q1: 13,071 shares; 2026Q2: 13,805 shares 13,805 $16.2M 0.15% +734 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: 25,309 shares; 2025Q3: 43,109 shares; 2025Q4: 49,391 shares; 2026Q1: 54,154 shares; 2026Q2: 53,383 shares 53,383 $16.2M 0.15% -771 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,744 shares; 2025Q1: 28,559 shares; 2025Q2: 74,226 shares; 2025Q3: 37,725 shares; 2025Q4: 38,171 shares; 2026Q1: 36,102 shares; 2026Q2: 182,057 shares 182,057 $16M 0.15% +145,955 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: 23,811 shares; 2025Q4: 41,727 shares; 2026Q1: 233,466 shares; 2026Q2: 212,600 shares 212,600 $15.9M 0.15% -20,866 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: 12,986 shares; 2024Q4: 6,497 shares; 2025Q1: 18,686 shares; 2025Q2: 47,862 shares; 2025Q3: 42,788 shares; 2025Q4: 48,181 shares; 2026Q1: 86,203 shares; 2026Q2: 90,323 shares 90,323 $15.9M 0.15% +4,120 Timeline DIHP 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: 340,851 shares; 2024Q4: 346,903 shares; 2025Q1: 403,203 shares; 2025Q2: 855,214 shares; 2025Q3: 439,281 shares; 2025Q4: 446,797 shares; 2026Q1: 466,099 shares; 2026Q2: 465,818 shares 465,818 $15.9M 0.15% -281 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: 110,294 shares; 2024Q4: 119,526 shares; 2025Q1: 127,292 shares; 2025Q2: 264,126 shares; 2025Q3: 234,387 shares; 2025Q4: 264,286 shares; 2026Q1: 345,578 shares; 2026Q2: 373,649 shares 373,649 $15.8M 0.15% +28,071 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: 92,222 shares 92,222 $15.8M 0.15% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,038 shares; 2025Q2: 4,207 shares; 2025Q3: 20,353 shares; 2025Q4: 54,022 shares; 2026Q1: 38,641 shares; 2026Q2: 45,484 shares 45,484 $15.6M 0.15% +6,843 Timeline DISV 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: 326,404 shares; 2024Q4: 331,838 shares; 2025Q1: 370,811 shares; 2025Q2: 766,388 shares; 2025Q3: 374,731 shares; 2025Q4: 372,406 shares; 2026Q1: 387,116 shares; 2026Q2: 386,882 shares 386,882 $15.5M 0.15% -234 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: 28,182 shares; 2024Q4: 31,603 shares; 2025Q1: 63,749 shares; 2025Q2: 35,846 shares; 2025Q3: 84,448 shares; 2025Q4: 77,812 shares; 2026Q1: 96,077 shares; 2026Q2: 93,502 shares 93,502 $15.5M 0.15% -2,575 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: 365,391 shares; 2024Q4: 451,577 shares; 2025Q1: 288,004 shares; 2025Q2: 480,288 shares; 2025Q3: 131,805 shares; 2025Q4: 142,285 shares; 2026Q1: 154,508 shares; 2026Q2: 153,752 shares 153,752 $15.4M 0.14% -756 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: 39,411 shares; 2024Q4: 42,564 shares; 2025Q1: 83,988 shares; 2025Q2: 55,067 shares; 2025Q3: 77,978 shares; 2025Q4: 167,044 shares; 2026Q1: 174,994 shares; 2026Q2: 174,727 shares 174,727 $15.3M 0.14% -267 Timeline SMMD 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: 354,819 shares; 2025Q2: 338,643 shares; 2025Q3: 328,141 shares; 2025Q4: 323,439 shares; 2026Q1: 163,089 shares; 2026Q2: 160,337 shares 160,337 $14.7M 0.14% -2,752 Timeline HEDJ 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: 24,706 shares; 2025Q4: 199,149 shares; 2026Q1: 225,583 shares; 2026Q2: 257,124 shares 257,124 $14.7M 0.14% +31,541 Timeline GSC 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: 210,726 shares 210,726 $14.6M 0.14% new Timeline DFGX 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: 183,300 shares; 2024Q4: 185,619 shares; 2025Q1: 186,222 shares; 2025Q2: 378,980 shares; 2025Q3: 215,588 shares; 2025Q4: 250,831 shares; 2026Q1: 271,081 shares; 2026Q2: 271,081 shares 271,081 $14.5M 0.14% 0 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: 52,720 shares; 2024Q4: 52,811 shares; 2025Q1: 41,766 shares; 2025Q2: 33,818 shares; 2025Q3: 30,851 shares; 2025Q4: 65,880 shares; 2026Q1: 89,323 shares; 2026Q2: 111,985 shares 111,985 $14.4M 0.14% +22,662 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: 19,507 shares; 2024Q4: 19,346 shares; 2025Q1: 133,676 shares; 2025Q2: 88,355 shares; 2025Q3: 87,785 shares; 2025Q4: 84,753 shares; 2026Q1: 59,348 shares; 2026Q2: 56,014 shares 56,014 $14.3M 0.13% -3,334 Timeline IMCG 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: 71,211 shares; 2025Q4: 126,391 shares; 2026Q1: 137,244 shares; 2026Q2: 144,173 shares 144,173 $14.2M 0.13% +6,929 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 9,067 shares; 2026Q1: 15,032 shares; 2026Q2: 19,851 shares 19,851 $14.2M 0.13% +4,819 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: 229,514 shares; 2024Q4: 235,347 shares; 2025Q1: 231,109 shares; 2025Q2: 477,748 shares; 2025Q3: 272,123 shares; 2025Q4: 309,670 shares; 2026Q1: 335,331 shares; 2026Q2: 335,331 shares 335,331 $14.2M 0.13% 0 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: 8,832 shares; 2024Q4: 10,855 shares; 2025Q1: 20,265 shares; 2025Q2: 14,365 shares; 2025Q3: 30,488 shares; 2025Q4: 60,365 shares; 2026Q1: 80,945 shares; 2026Q2: 74,469 shares 74,469 $14.1M 0.13% -6,476 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: not reported; 2024Q4: not reported; 2025Q1: 78,258 shares; 2025Q2: 175,944 shares; 2025Q3: 244,473 shares; 2025Q4: 93,809 shares; 2026Q1: 126,282 shares; 2026Q2: 417,289 shares 417,289 $14.1M 0.13% +291,007 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: not reported; 2025Q4: 8,599 shares; 2026Q1: 17,381 shares; 2026Q2: 146,171 shares 146,171 $14.1M 0.13% +128,790 Timeline JHML 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: 53,798 shares; 2025Q4: 60,003 shares; 2026Q1: 164,774 shares; 2026Q2: 157,753 shares 157,753 $14.1M 0.13% -7,021 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,321 shares; 2025Q4: 217,069 shares; 2026Q1: 265,573 shares; 2026Q2: 259,061 shares 259,061 $14M 0.13% -6,512 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,361 shares; 2025Q3: 5,836 shares; 2025Q4: 11,372 shares; 2026Q1: 16,945 shares; 2026Q2: 19,263 shares 19,263 $13.9M 0.13% +2,318 Timeline GSID 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: 63,703 shares; 2025Q4: 144,136 shares; 2026Q1: 171,884 shares; 2026Q2: 185,006 shares 185,006 $13.9M 0.13% +13,122 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,545 shares; 2024Q4: 14,417 shares; 2025Q1: 18,622 shares; 2025Q2: 43,740 shares; 2025Q3: 33,201 shares; 2025Q4: 36,607 shares; 2026Q1: 61,913 shares; 2026Q2: 61,077 shares 61,077 $13.9M 0.13% -836 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233,592 shares 233,592 $13.9M 0.13% new 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: not reported; 2024Q4: 4,866 shares; 2025Q1: not reported; 2025Q2: 12,218 shares; 2025Q3: 7,122 shares; 2025Q4: 19,857 shares; 2026Q1: 28,039 shares; 2026Q2: 108,642 shares 108,642 $13.5M 0.13% +80,603 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: 6,941 shares; 2024Q4: 4,320 shares; 2025Q1: 4,618 shares; 2025Q2: 11,464 shares; 2025Q3: 4,400 shares; 2025Q4: not reported; 2026Q1: 2,462 shares; 2026Q2: 81,496 shares 81,496 $13.4M 0.13% +79,034 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: not reported; 2025Q4: not reported; 2026Q1: 105,358 shares; 2026Q2: 107,050 shares 107,050 $13.4M 0.13% +1,692 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: 27,704 shares; 2024Q4: 29,371 shares; 2025Q1: 57,077 shares; 2025Q2: 29,461 shares; 2025Q3: 37,292 shares; 2025Q4: 35,285 shares; 2026Q1: 38,542 shares; 2026Q2: 44,620 shares 44,620 $13.3M 0.12% +6,078 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: 6,327 shares; 2024Q4: 7,570 shares; 2025Q1: 13,954 shares; 2025Q2: 8,925 shares; 2025Q3: 16,558 shares; 2025Q4: 27,792 shares; 2026Q1: 43,501 shares; 2026Q2: 49,177 shares 49,177 $13.3M 0.12% +5,676 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,340 shares; 2025Q3: 214,926 shares; 2025Q4: 247,817 shares; 2026Q1: 285,055 shares; 2026Q2: 282,743 shares 282,743 $13.3M 0.12% -2,312 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,097 shares; 2024Q4: 244,034 shares; 2025Q1: 225,306 shares; 2025Q2: 484,975 shares; 2025Q3: 238,962 shares; 2025Q4: 249,548 shares; 2026Q1: 256,779 shares; 2026Q2: 242,266 shares 242,266 $13.2M 0.12% -14,513 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: 19,293 shares; 2024Q4: 18,528 shares; 2025Q1: 34,846 shares; 2025Q2: 18,770 shares; 2025Q3: 23,566 shares; 2025Q4: 25,472 shares; 2026Q1: 31,748 shares; 2026Q2: 30,961 shares 30,961 $13.2M 0.12% -787 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: 4,663 shares; 2025Q1: 8,834 shares; 2025Q2: 4,661 shares; 2025Q3: 7,114 shares; 2025Q4: 11,386 shares; 2026Q1: 16,829 shares; 2026Q2: 13,696 shares 13,696 $13.2M 0.12% -3,133 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: not reported; 2025Q1: not reported; 2025Q2: 4,962 shares; 2025Q3: 5,330 shares; 2025Q4: 12,287 shares; 2026Q1: 16,009 shares; 2026Q2: 30,182 shares 30,182 $13.1M 0.12% +14,173 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,042 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,465 shares; 2026Q1: 245,838 shares; 2026Q2: 83,215 shares 83,215 $13.1M 0.12% -162,623 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: 62,003 shares; 2024Q4: 101,673 shares; 2025Q1: 115,687 shares; 2025Q2: 149,558 shares; 2025Q3: 76,379 shares; 2025Q4: 77,953 shares; 2026Q1: 79,689 shares; 2026Q2: 81,972 shares 81,972 $13M 0.12% +2,283 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: 32,882 shares; 2026Q2: 256,317 shares 256,317 $12.9M 0.12% +223,435 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,499 shares; 2024Q4: 8,564 shares; 2025Q1: 8,414 shares; 2025Q2: 13,631 shares; 2025Q3: 9,338 shares; 2025Q4: 94,282 shares; 2026Q1: 79,612 shares; 2026Q2: 81,258 shares 81,258 $12.7M 0.12% +1,646 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: not reported; 2024Q4: not reported; 2025Q1: 46,680 shares; 2025Q2: 29,111 shares; 2025Q3: 34,393 shares; 2025Q4: 128,492 shares; 2026Q1: 134,765 shares; 2026Q2: 55,958 shares 55,958 $12.7M 0.12% -78,807 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: 449,617 shares 449,617 $12.6M 0.12% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,650 shares; 2026Q1: 10,750 shares; 2026Q2: 112,678 shares 112,678 $12.4M 0.12% +101,928 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: 288,449 shares; 2024Q4: 281,887 shares; 2025Q1: 150,882 shares; 2025Q2: 211,430 shares; 2025Q3: 91,589 shares; 2025Q4: 88,008 shares; 2026Q1: 101,816 shares; 2026Q2: 106,470 shares 106,470 $12.4M 0.12% +4,654 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 195,497 shares; 2026Q2: 149,412 shares 149,412 $12.2M 0.11% -46,085 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: 6,679 shares; 2024Q4: 7,126 shares; 2025Q1: 12,998 shares; 2025Q2: 9,887 shares; 2025Q3: 10,114 shares; 2025Q4: 144,785 shares; 2026Q1: 177,861 shares; 2026Q2: 168,179 shares 168,179 $12M 0.11% -9,682 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: 1,316 shares; 2024Q4: 1,723 shares; 2025Q1: 4,092 shares; 2025Q2: 3,243 shares; 2025Q3: 7,840 shares; 2025Q4: 25,214 shares; 2026Q1: 28,872 shares; 2026Q2: 32,072 shares 32,072 $12M 0.11% +3,200 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: 4,340 shares; 2024Q4: 4,656 shares; 2025Q1: 9,641 shares; 2025Q2: 4,942 shares; 2025Q3: 5,475 shares; 2025Q4: 6,117 shares; 2026Q1: 12,612 shares; 2026Q2: 12,205 shares 12,205 $11.9M 0.11% -407 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,302 shares; 2026Q2: 197,160 shares 197,160 $11.8M 0.11% +109,858 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: not reported; 2024Q4: 1,333 shares; 2025Q1: 1,228 shares; 2025Q2: 12,251 shares; 2025Q3: 11,914 shares; 2025Q4: 19,641 shares; 2026Q1: 30,055 shares; 2026Q2: 34,737 shares 34,737 $11.7M 0.11% +4,682 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475,171 shares 475,171 $11.7M 0.11% new 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: 15,093 shares; 2024Q4: 16,378 shares; 2025Q1: 31,973 shares; 2025Q2: 16,299 shares; 2025Q3: 20,089 shares; 2025Q4: 43,070 shares; 2026Q1: 51,884 shares; 2026Q2: 52,864 shares 52,864 $11.7M 0.11% +980 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: 3,673 shares; 2024Q4: 7,482 shares; 2025Q1: 10,898 shares; 2025Q2: 23,570 shares; 2025Q3: 33,262 shares; 2025Q4: 65,431 shares; 2026Q1: 74,449 shares; 2026Q2: 55,615 shares 55,615 $11.6M 0.11% -18,834 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,024 shares; 2025Q4: 25,698 shares; 2026Q1: 101,667 shares; 2026Q2: 107,996 shares 107,996 $11.6M 0.11% +6,329 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: 201,691 shares; 2025Q4: 193,339 shares; 2026Q1: 203,746 shares; 2026Q2: 209,528 shares 209,528 $11.6M 0.11% +5,782 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: 3,137 shares; 2024Q4: 3,750 shares; 2025Q1: 6,586 shares; 2025Q2: 4,988 shares; 2025Q3: 12,269 shares; 2025Q4: 26,806 shares; 2026Q1: 23,134 shares; 2026Q2: 28,997 shares 28,997 $11.5M 0.11% +5,863 Timeline HYLS 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: 67,599 shares; 2024Q4: 45,798 shares; 2025Q1: 64,301 shares; 2025Q2: 129,078 shares; 2025Q3: 325,917 shares; 2025Q4: 376,868 shares; 2026Q1: 364,748 shares; 2026Q2: 282,460 shares 282,460 $11.5M 0.11% -82,288 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: 79,837 shares; 2024Q4: 211,256 shares; 2025Q1: 14,350 shares; 2025Q2: 29,800 shares; 2025Q3: 153,072 shares; 2025Q4: 300,161 shares; 2026Q1: 218,209 shares; 2026Q2: 217,889 shares 217,889 $11.3M 0.11% -320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,421 shares; 2025Q4: 67,872 shares; 2026Q1: 73,662 shares; 2026Q2: 80,644 shares 80,644 $11.3M 0.11% +6,982 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: 123,585 shares; 2024Q4: 130,231 shares; 2025Q1: 141,673 shares; 2025Q2: 304,746 shares; 2025Q3: 111,483 shares; 2025Q4: 129,319 shares; 2026Q1: 214,997 shares; 2026Q2: 236,593 shares 236,593 $11.2M 0.1% +21,596 Timeline GEM 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: 50,145 shares; 2025Q4: 180,859 shares; 2026Q1: 208,714 shares; 2026Q2: 214,740 shares 214,740 $11.2M 0.1% +6,026 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: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 1,390 shares; 2025Q3: 5,125 shares; 2025Q4: 5,918 shares; 2026Q1: 11,973 shares; 2026Q2: 92,874 shares 92,874 $11.1M 0.1% +80,901 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: 533,563 shares; 2024Q4: 379,370 shares; 2025Q1: 318,773 shares; 2025Q2: 455,944 shares; 2025Q3: 226,478 shares; 2025Q4: 236,677 shares; 2026Q1: 232,596 shares; 2026Q2: 232,596 shares 232,596 $11.1M 0.1% 0 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: 49,318 shares; 2024Q4: 122,450 shares; 2025Q1: 166,998 shares; 2025Q2: 338,241 shares; 2025Q3: 160,562 shares; 2025Q4: 158,131 shares; 2026Q1: 189,205 shares; 2026Q2: 190,122 shares 190,122 $11M 0.1% +917 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: 40,285 shares; 2024Q4: 39,983 shares; 2025Q1: 76,242 shares; 2025Q2: 41,498 shares; 2025Q3: 59,030 shares; 2025Q4: 64,448 shares; 2026Q1: 85,411 shares; 2026Q2: 72,245 shares 72,245 $10.9M 0.1% -13,166 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: not reported; 2024Q4: 2,979 shares; 2025Q1: 6,686 shares; 2025Q2: 9,101 shares; 2025Q3: 20,379 shares; 2025Q4: 68,502 shares; 2026Q1: 68,493 shares; 2026Q2: 77,872 shares 77,872 $10.9M 0.1% +9,379 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: 8,765 shares; 2024Q4: 8,794 shares; 2025Q1: 17,144 shares; 2025Q2: 11,165 shares; 2025Q3: 11,133 shares; 2025Q4: 22,552 shares; 2026Q1: 26,646 shares; 2026Q2: 27,393 shares 27,393 $10.9M 0.1% +747 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: not reported; 2025Q4: 7,286 shares; 2026Q1: 1,029,951 shares; 2026Q2: 252,468 shares 252,468 $10.9M 0.1% -777,483 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: 604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 4,662 shares; 2026Q1: 7,730 shares; 2026Q2: 10,211 shares 10,211 $10.9M 0.1% +2,481 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,466 shares; 2025Q3: not reported; 2025Q4: 6,935 shares; 2026Q1: 320,697 shares; 2026Q2: 182,142 shares 182,142 $10.9M 0.1% -138,555 Timeline LRGF 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: 119,348 shares; 2025Q4: 116,561 shares; 2026Q1: 139,568 shares; 2026Q2: 140,887 shares 140,887 $10.7M 0.1% +1,319 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,053 shares; 2024Q4: 23,576 shares; 2025Q1: 43,533 shares; 2025Q2: 51,713 shares; 2025Q3: 28,568 shares; 2025Q4: 119,548 shares; 2026Q1: 168,008 shares; 2026Q2: 137,309 shares 137,309 $10.6M 0.1% -30,699 Timeline DFGR 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: 174,368 shares; 2024Q4: 204,071 shares; 2025Q1: 221,538 shares; 2025Q2: 500,756 shares; 2025Q3: 271,612 shares; 2025Q4: 299,350 shares; 2026Q1: 411,583 shares; 2026Q2: 366,862 shares 366,862 $10.6M 0.1% -44,721 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 11,139 shares; 2025Q4: 42,811 shares; 2026Q1: 46,703 shares; 2026Q2: 49,015 shares 49,015 $10.6M 0.1% +2,312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: 20,441 shares; 2025Q4: 30,166 shares; 2026Q1: 107,200 shares; 2026Q2: 112,146 shares 112,146 $10.6M 0.1% +4,946 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402,437 shares; 2026Q1: 408,080 shares; 2026Q2: 412,328 shares 412,328 $10.5M 0.1% +4,248 Timeline FSIG 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: 343,841 shares; 2024Q4: 467,972 shares; 2025Q1: 464,648 shares; 2025Q2: 930,458 shares; 2025Q3: 499,261 shares; 2025Q4: 533,519 shares; 2026Q1: 554,003 shares; 2026Q2: 554,003 shares 554,003 $10.4M 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 4,842 shares; 2025Q3: 7,367 shares; 2025Q4: 14,917 shares; 2026Q1: 25,371 shares; 2026Q2: 28,753 shares 28,753 $10.4M 0.1% +3,382 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: not reported; 2024Q4: not reported; 2025Q1: 4,739 shares; 2025Q2: 6,772 shares; 2025Q3: 6,102 shares; 2025Q4: 6,714 shares; 2026Q1: 121,490 shares; 2026Q2: 42,267 shares 42,267 $10.4M 0.1% -79,223 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: 49,348 shares; 2024Q4: 50,506 shares; 2025Q1: 98,081 shares; 2025Q2: 74,272 shares; 2025Q3: 79,614 shares; 2025Q4: 102,372 shares; 2026Q1: 108,340 shares; 2026Q2: 111,145 shares 111,145 $10.3M 0.1% +2,805 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: 3,398 shares; 2025Q4: 14,534 shares; 2026Q1: 18,110 shares; 2026Q2: 28,780 shares 28,780 $10.2M 0.1% +10,670 Timeline DEHP 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: 173,366 shares; 2024Q4: 194,236 shares; 2025Q1: 217,061 shares; 2025Q2: 449,820 shares; 2025Q3: 230,478 shares; 2025Q4: 230,153 shares; 2026Q1: 238,173 shares; 2026Q2: 238,019 shares 238,019 $10.2M 0.1% -154 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,310 shares; 2026Q2: 182,298 shares 182,298 $10.1M 0.1% +175,988 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,775 shares 84,775 $10.1M 0.09% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 194,566 shares; 2025Q4: 221,803 shares; 2026Q1: 286,242 shares; 2026Q2: 303,954 shares 303,954 $10M 0.09% +17,712 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,629 shares; 2025Q4: 65,635 shares; 2026Q1: 70,237 shares; 2026Q2: 40,611 shares 40,611 $9.87M 0.09% -29,626 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,376 shares 255,376 $9.85M 0.09% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,713 shares; 2024Q4: 39,309 shares; 2025Q1: 78,728 shares; 2025Q2: 124,119 shares; 2025Q3: 122,413 shares; 2025Q4: 120,113 shares; 2026Q1: 132,530 shares; 2026Q2: 112,903 shares 112,903 $9.83M 0.09% -19,627 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,747 shares; 2024Q4: 32,582 shares; 2025Q1: 64,268 shares; 2025Q2: 27,695 shares; 2025Q3: 20,766 shares; 2025Q4: 23,359 shares; 2026Q1: 39,342 shares; 2026Q2: 36,288 shares 36,288 $9.76M 0.09% -3,054 Timeline DFEV 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: 163,389 shares; 2024Q4: 184,054 shares; 2025Q1: 202,881 shares; 2025Q2: 421,062 shares; 2025Q3: 219,693 shares; 2025Q4: 220,729 shares; 2026Q1: 228,234 shares; 2026Q2: 228,087 shares 228,087 $9.73M 0.09% -147 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: 59,854 shares; 2024Q4: 59,669 shares; 2025Q1: 55,619 shares; 2025Q2: 54,322 shares; 2025Q3: 26,875 shares; 2025Q4: 26,558 shares; 2026Q1: 102,902 shares; 2026Q2: 88,370 shares 88,370 $9.64M 0.09% -14,532 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 393,966 shares; 2026Q2: 210,975 shares 210,975 $9.62M 0.09% -182,991 Timeline IVOO 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,550 shares 73,550 $9.59M 0.09% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75,240 shares 75,240 $9.58M 0.09% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,638 shares; 2025Q4: 202,119 shares; 2026Q1: 203,224 shares; 2026Q2: 168,074 shares 168,074 $9.45M 0.09% -35,150 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: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: 1,501 shares; 2025Q3: 7,710 shares; 2025Q4: 21,006 shares; 2026Q1: 30,171 shares; 2026Q2: 33,522 shares 33,522 $9.43M 0.09% +3,351 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,672 shares; 2024Q4: 12,126 shares; 2025Q1: 18,681 shares; 2025Q2: 8,387 shares; 2025Q3: 11,410 shares; 2025Q4: 34,422 shares; 2026Q1: 37,153 shares; 2026Q2: 37,523 shares 37,523 $9.24M 0.09% +370 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,913 shares; 2024Q4: 75,770 shares; 2025Q1: 102,933 shares; 2025Q2: 81,971 shares; 2025Q3: 44,475 shares; 2025Q4: 41,604 shares; 2026Q1: 27,122 shares; 2026Q2: 19,057 shares 19,057 $9.22M 0.09% -8,065 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: 6,076 shares; 2024Q4: 21,965 shares; 2025Q1: 29,958 shares; 2025Q2: 28,742 shares; 2025Q3: 66,901 shares; 2025Q4: 133,153 shares; 2026Q1: 150,115 shares; 2026Q2: 160,712 shares 160,712 $9.16M 0.09% +10,597 Timeline HDV 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: 9,278 shares; 2025Q1: 2,978 shares; 2025Q2: 2,550 shares; 2025Q3: 2,572 shares; 2025Q4: 24,416 shares; 2026Q1: 67,832 shares; 2026Q2: 333,872 shares 333,872 $9.15M 0.09% +266,040 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: not reported; 2024Q4: not reported; 2025Q1: 66,642 shares; 2025Q2: 63,216 shares; 2025Q3: 63,732 shares; 2025Q4: 64,707 shares; 2026Q1: 81,440 shares; 2026Q2: 85,677 shares 85,677 $9.12M 0.09% +4,237 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,958 shares; 2024Q4: 56,180 shares; 2025Q1: 106,350 shares; 2025Q2: 86,520 shares; 2025Q3: 102,057 shares; 2025Q4: 234,859 shares; 2026Q1: 246,936 shares; 2026Q2: 337,776 shares 337,776 $9.07M 0.09% +90,840 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,246 shares; 2024Q4: 375,291 shares; 2025Q1: 311,882 shares; 2025Q2: 638,342 shares; 2025Q3: 297,566 shares; 2025Q4: 443,927 shares; 2026Q1: 550,144 shares; 2026Q2: 532,817 shares 532,817 $9.02M 0.08% -17,327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,161 shares; 2025Q3: not reported; 2025Q4: 849 shares; 2026Q1: 9,484 shares; 2026Q2: 24,502 shares 24,502 $8.96M 0.08% +15,018 Timeline PSDM 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175,069 shares 175,069 $8.91M 0.08% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,198 shares; 2026Q2: 138,010 shares 138,010 $8.9M 0.08% -188 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,147 shares; 2024Q4: 13,842 shares; 2025Q1: 26,422 shares; 2025Q2: 15,265 shares; 2025Q3: 12,159 shares; 2025Q4: 27,760 shares; 2026Q1: 30,220 shares; 2026Q2: 31,896 shares 31,896 $8.89M 0.08% +1,676 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: 10,245 shares; 2024Q4: 30,594 shares; 2025Q1: 53,388 shares; 2025Q2: 42,056 shares; 2025Q3: 27,951 shares; 2025Q4: 28,339 shares; 2026Q1: 16,601 shares; 2026Q2: 20,464 shares 20,464 $8.83M 0.08% +3,863 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,532 shares; 2024Q4: 6,991 shares; 2025Q1: 12,206 shares; 2025Q2: 11,202 shares; 2025Q3: 19,120 shares; 2025Q4: 48,800 shares; 2026Q1: 74,474 shares; 2026Q2: 60,265 shares 60,265 $8.81M 0.08% -14,209 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,739 shares; 2024Q4: 102,928 shares; 2025Q1: 91,056 shares; 2025Q2: 197,597 shares; 2025Q3: 117,249 shares; 2025Q4: 129,990 shares; 2026Q1: 109,266 shares; 2026Q2: 85,142 shares 85,142 $8.76M 0.08% -24,124 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: not reported; 2024Q4: 3,674 shares; 2025Q1: 8,350 shares; 2025Q2: 23,622 shares; 2025Q3: 19,435 shares; 2025Q4: 45,055 shares; 2026Q1: 48,694 shares; 2026Q2: 43,429 shares 43,429 $8.71M 0.08% -5,265 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,336 shares; 2024Q4: 9,780 shares; 2025Q1: 18,149 shares; 2025Q2: 12,628 shares; 2025Q3: 11,517 shares; 2025Q4: 13,864 shares; 2026Q1: 14,682 shares; 2026Q2: 12,987 shares 12,987 $8.66M 0.08% -1,695 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,521 shares; 2024Q4: 17,343 shares; 2025Q1: 27,556 shares; 2025Q2: 21,042 shares; 2025Q3: 21,672 shares; 2025Q4: 43,123 shares; 2026Q1: 53,278 shares; 2026Q2: 56,068 shares 56,068 $8.64M 0.08% +2,790 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: 13,988 shares; 2024Q4: 15,604 shares; 2025Q1: 29,814 shares; 2025Q2: 24,320 shares; 2025Q3: 21,019 shares; 2025Q4: 18,828 shares; 2026Q1: 27,847 shares; 2026Q2: 27,439 shares 27,439 $8.63M 0.08% -408 Timeline BBHY 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: 527,335 shares; 2024Q4: 499,008 shares; 2025Q1: 564,813 shares; 2025Q2: 541,156 shares; 2025Q3: 295,973 shares; 2025Q4: 328,707 shares; 2026Q1: 186,329 shares; 2026Q2: 186,314 shares 186,314 $8.59M 0.08% -15 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: 2,255 shares; 2024Q4: 3,607 shares; 2025Q1: 10,238 shares; 2025Q2: 4,606 shares; 2025Q3: 12,520 shares; 2025Q4: 17,815 shares; 2026Q1: 29,290 shares; 2026Q2: 31,396 shares 31,396 $8.54M 0.08% +2,106 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 167,097 shares 167,097 $8.51M 0.08% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,409 shares; 2024Q4: 33,062 shares; 2025Q1: 30,474 shares; 2025Q2: 54,738 shares; 2025Q3: 26,552 shares; 2025Q4: 26,015 shares; 2026Q1: 25,421 shares; 2026Q2: 25,421 shares 25,421 $8.51M 0.08% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,495 shares; 2024Q4: 33,677 shares; 2025Q1: 68,158 shares; 2025Q2: 67,025 shares; 2025Q3: 62,799 shares; 2025Q4: 276,993 shares; 2026Q1: 136,423 shares; 2026Q2: 270,953 shares 270,953 $8.5M 0.08% +134,530 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,647 shares; 2024Q4: 20,029 shares; 2025Q1: 40,698 shares; 2025Q2: 24,925 shares; 2025Q3: 26,391 shares; 2025Q4: 51,237 shares; 2026Q1: 51,385 shares; 2026Q2: 41,956 shares 41,956 $8.46M 0.08% -9,429 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,152 shares; 2025Q1: 6,964 shares; 2025Q2: 6,107 shares; 2025Q3: 3,155 shares; 2025Q4: 9,733 shares; 2026Q1: 33,127 shares; 2026Q2: 34,280 shares 34,280 $8.41M 0.08% +1,153 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: not reported; 2024Q4: 9,207 shares; 2025Q1: 9,184 shares; 2025Q2: 42,048 shares; 2025Q3: 41,368 shares; 2025Q4: 39,794 shares; 2026Q1: 69,561 shares; 2026Q2: 101,730 shares 101,730 $8.41M 0.08% +32,169 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: 7,253 shares; 2024Q4: 13,317 shares; 2025Q1: 22,554 shares; 2025Q2: 38,118 shares; 2025Q3: 52,101 shares; 2025Q4: 55,520 shares; 2026Q1: 52,684 shares; 2026Q2: 56,942 shares 56,942 $8.34M 0.08% +4,258 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: 13,877 shares; 2024Q4: 15,280 shares; 2025Q1: 90,634 shares; 2025Q2: 99,218 shares; 2025Q3: 76,323 shares; 2025Q4: 100,968 shares; 2026Q1: 110,941 shares; 2026Q2: 115,539 shares 115,539 $8.34M 0.08% +4,598 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: 40,131 shares; 2025Q1: 74,316 shares; 2025Q2: 42,866 shares; 2025Q3: 42,116 shares; 2025Q4: 48,282 shares; 2026Q1: 55,299 shares; 2026Q2: 48,885 shares 48,885 $8.3M 0.08% -6,414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,290 shares; 2025Q3: 47,760 shares; 2025Q4: 83,626 shares; 2026Q1: 140,422 shares; 2026Q2: 194,945 shares 194,945 $8.25M 0.08% +54,523 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208,281 shares 208,281 $8.24M 0.08% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 6,488 shares; 2025Q4: 21,456 shares; 2026Q1: 26,037 shares; 2026Q2: 25,734 shares 25,734 $8.17M 0.08% -303 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,182 shares; 2024Q4: 295,539 shares; 2025Q1: 293,400 shares; 2025Q2: 615,294 shares; 2025Q3: 274,440 shares; 2025Q4: 270,668 shares; 2026Q1: 251,030 shares; 2026Q2: 212,877 shares 212,877 $8.16M 0.08% -38,153 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: 8,878 shares; 2024Q4: not reported; 2025Q1: 18,724 shares; 2025Q2: not reported; 2025Q3: 19,800 shares; 2025Q4: 41,460 shares; 2026Q1: 318,106 shares; 2026Q2: 335,343 shares 335,343 $8.08M 0.08% +17,237 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 1,846 shares; 2025Q4: 6,603 shares; 2026Q1: 21,029 shares; 2026Q2: 20,695 shares 20,695 $8.07M 0.08% -334 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,449 shares; 2025Q4: 115,921 shares; 2026Q1: 145,437 shares; 2026Q2: 147,243 shares 147,243 $8.04M 0.08% +1,806 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,959 shares; 2024Q4: 151,145 shares; 2025Q1: 160,723 shares; 2025Q2: 367,896 shares; 2025Q3: 219,067 shares; 2025Q4: 230,813 shares; 2026Q1: 304,185 shares; 2026Q2: 304,185 shares 304,185 $8.03M 0.08% 0 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: 56,394 shares; 2024Q4: 115,638 shares; 2025Q1: 109,632 shares; 2025Q2: 283,610 shares; 2025Q3: 129,895 shares; 2025Q4: 101,101 shares; 2026Q1: 414,871 shares; 2026Q2: 302,005 shares 302,005 $8M 0.08% -112,866 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: 27,742 shares; 2024Q4: 35,082 shares; 2025Q1: 24,336 shares; 2025Q2: 49,636 shares; 2025Q3: 24,308 shares; 2025Q4: 30,244 shares; 2026Q1: 26,002 shares; 2026Q2: 29,404 shares 29,404 $7.98M 0.07% +3,402 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,272 shares; 2024Q4: 33,414 shares; 2025Q1: 72,314 shares; 2025Q2: 42,432 shares; 2025Q3: 54,871 shares; 2025Q4: 50,924 shares; 2026Q1: 78,513 shares; 2026Q2: 77,278 shares 77,278 $7.9M 0.07% -1,235 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,966 shares; 2024Q4: 7,256 shares; 2025Q1: 14,491 shares; 2025Q2: 8,100 shares; 2025Q3: 9,128 shares; 2025Q4: 18,544 shares; 2026Q1: 23,464 shares; 2026Q2: 15,662 shares 15,662 $7.85M 0.07% -7,802 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,746 shares; 2024Q4: 9,069 shares; 2025Q1: 17,398 shares; 2025Q2: 12,628 shares; 2025Q3: 12,081 shares; 2025Q4: 12,724 shares; 2026Q1: 13,709 shares; 2026Q2: 18,600 shares 18,600 $7.83M 0.07% +4,891 Timeline BBJP 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: 205,104 shares; 2024Q4: 210,161 shares; 2025Q1: 104,660 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,035 shares; 2026Q2: 102,893 shares 102,893 $7.75M 0.07% -142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,061 shares; 2025Q4: 69,264 shares; 2026Q1: 77,342 shares; 2026Q2: 82,420 shares 82,420 $7.72M 0.07% +5,078 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,591 shares; 2024Q4: 26,235 shares; 2025Q1: 48,280 shares; 2025Q2: 22,635 shares; 2025Q3: 30,448 shares; 2025Q4: 199,995 shares; 2026Q1: 237,538 shares; 2026Q2: 238,834 shares 238,834 $7.64M 0.07% +1,296 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,338 shares; 2024Q4: 19,003 shares; 2025Q1: 37,840 shares; 2025Q2: 23,387 shares; 2025Q3: 22,168 shares; 2025Q4: 21,847 shares; 2026Q1: 35,615 shares; 2026Q2: 34,876 shares 34,876 $7.62M 0.07% -739 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: 216,768 shares; 2025Q4: 245,943 shares; 2026Q1: 251,974 shares; 2026Q2: 253,287 shares 253,287 $7.6M 0.07% +1,313 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: 566 shares; 2024Q4: 1,069 shares; 2025Q1: 1,380 shares; 2025Q2: 1,784 shares; 2025Q3: 9,835 shares; 2025Q4: 9,007 shares; 2026Q1: 14,440 shares; 2026Q2: 14,517 shares 14,517 $7.53M 0.07% +77 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,275 shares; 2024Q4: 39,870 shares; 2025Q1: 111,454 shares; 2025Q2: 84,526 shares; 2025Q3: 67,415 shares; 2025Q4: 110,747 shares; 2026Q1: 118,025 shares; 2026Q2: 121,699 shares 121,699 $7.52M 0.07% +3,674 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,710 shares; 2025Q3: 20,169 shares; 2025Q4: 66,102 shares; 2026Q1: 74,041 shares; 2026Q2: 84,486 shares 84,486 $7.48M 0.07% +10,445 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,436 shares; 2025Q1: 1,380 shares; 2025Q2: 2,002 shares; 2025Q3: 5,116 shares; 2025Q4: 6,446 shares; 2026Q1: 21,927 shares; 2026Q2: 22,612 shares 22,612 $7.47M 0.07% +685 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,489 shares; 2025Q3: 3,114 shares; 2025Q4: 24,357 shares; 2026Q1: 38,949 shares; 2026Q2: 35,038 shares 35,038 $7.46M 0.07% -3,911 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: 2,455 shares; 2025Q3: 1,916 shares; 2025Q4: 2,428 shares; 2026Q1: 6,011 shares; 2026Q2: 7,613 shares 7,613 $7.35M 0.07% +1,602 Timeline GSSC 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: 15,842 shares; 2025Q4: 83,409 shares; 2026Q1: 77,784 shares; 2026Q2: 80,159 shares 80,159 $7.32M 0.07% +2,375 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,099 shares; 2026Q1: 66,937 shares; 2026Q2: 76,426 shares 76,426 $7.31M 0.07% +9,489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,377 shares; 2025Q4: 21,221 shares; 2026Q1: 30,162 shares; 2026Q2: 39,260 shares 39,260 $7.27M 0.07% +9,098 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,313 shares; 2024Q4: 4,408 shares; 2025Q1: 8,746 shares; 2025Q2: 16,067 shares; 2025Q3: 17,659 shares; 2025Q4: 80,092 shares; 2026Q1: 98,720 shares; 2026Q2: 92,156 shares 92,156 $7.21M 0.07% -6,564 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: not reported; 2025Q4: not reported; 2026Q1: 109,239 shares; 2026Q2: 86,944 shares 86,944 $7.16M 0.07% -22,295 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,063 shares; 2024Q4: 23,590 shares; 2025Q1: 26,907 shares; 2025Q2: 50,716 shares; 2025Q3: 13,767 shares; 2025Q4: 23,737 shares; 2026Q1: 118,507 shares; 2026Q2: 118,838 shares 118,838 $7.1M 0.07% +331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,608 shares; 2025Q3: 5,229 shares; 2025Q4: 7,003 shares; 2026Q1: 26,174 shares; 2026Q2: 49,577 shares 49,577 $7.1M 0.07% +23,403 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,848 shares; 2025Q4: 123,775 shares; 2026Q1: 161,044 shares; 2026Q2: 189,312 shares 189,312 $7.09M 0.07% +28,268 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: 2,596 shares; 2024Q4: 2,344 shares; 2025Q1: 4,504 shares; 2025Q2: 4,065 shares; 2025Q3: 4,587 shares; 2025Q4: 6,329 shares; 2026Q1: 9,154 shares; 2026Q2: 9,291 shares 9,291 $7.09M 0.07% +137 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: 2,387 shares; 2025Q4: 80,741 shares; 2026Q1: 68,532 shares; 2026Q2: 70,012 shares 70,012 $7.05M 0.07% +1,480 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 62,816 shares; 2025Q4: 77,025 shares; 2026Q1: 70,054 shares; 2026Q2: 68,709 shares 68,709 $7M 0.07% -1,345 Timeline AGGY 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: 91,706 shares; 2025Q2: 229,136 shares; 2025Q3: 140,525 shares; 2025Q4: 148,464 shares; 2026Q1: 158,989 shares; 2026Q2: 158,989 shares 158,989 $6.91M 0.06% 0 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: 2,488 shares; 2024Q4: 3,571 shares; 2025Q1: 6,157 shares; 2025Q2: 11,592 shares; 2025Q3: 7,006 shares; 2025Q4: 15,572 shares; 2026Q1: 20,062 shares; 2026Q2: 19,392 shares 19,392 $6.87M 0.06% -670 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: 233,701 shares; 2024Q4: 254,466 shares; 2025Q1: 189,532 shares; 2025Q2: 288,204 shares; 2025Q3: 104,928 shares; 2025Q4: 103,928 shares; 2026Q1: 124,719 shares; 2026Q2: 126,247 shares 126,247 $6.87M 0.06% +1,528 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,182 shares; 2025Q1: 9,694 shares; 2025Q2: 27,314 shares; 2025Q3: 26,906 shares; 2025Q4: 32,287 shares; 2026Q1: 45,869 shares; 2026Q2: 65,964 shares 65,964 $6.86M 0.06% +20,095 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,562 shares; 2026Q1: 53,893 shares; 2026Q2: 49,974 shares 49,974 $6.84M 0.06% -3,919 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,009 shares; 2024Q4: 26,623 shares; 2025Q1: 46,036 shares; 2025Q2: 51,948 shares; 2025Q3: 59,896 shares; 2025Q4: 128,397 shares; 2026Q1: 156,945 shares; 2026Q2: 142,411 shares 142,411 $6.83M 0.06% -14,534 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,566 shares; 2024Q4: 123,712 shares; 2025Q1: 113,398 shares; 2025Q2: 202,848 shares; 2025Q3: 98,318 shares; 2025Q4: 96,188 shares; 2026Q1: 70,116 shares; 2026Q2: 70,116 shares 70,116 $6.79M 0.06% 0 Timeline DTD 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: 44,594 shares; 2025Q2: 112,594 shares; 2025Q3: 63,079 shares; 2025Q4: 67,351 shares; 2026Q1: 71,954 shares; 2026Q2: 71,954 shares 71,954 $6.71M 0.06% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,334 shares; 2024Q4: 73,095 shares; 2025Q1: 109,292 shares; 2025Q2: 243,960 shares; 2025Q3: 38,227 shares; 2025Q4: 47,894 shares; 2026Q1: 65,624 shares; 2026Q2: 68,231 shares 68,231 $6.7M 0.06% +2,607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,488 shares; 2025Q3: 17,427 shares; 2025Q4: 27,220 shares; 2026Q1: 65,440 shares; 2026Q2: 67,967 shares 67,967 $6.54M 0.06% +2,527 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: 44,006 shares; 2024Q4: 64,811 shares; 2025Q1: 47,727 shares; 2025Q2: 90,084 shares; 2025Q3: 39,713 shares; 2025Q4: 44,110 shares; 2026Q1: 41,870 shares; 2026Q2: 44,655 shares 44,655 $6.53M 0.06% +2,785 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: 8,712 shares; 2024Q4: 9,016 shares; 2025Q1: 2,958 shares; 2025Q2: 3,761 shares; 2025Q3: 4,402 shares; 2025Q4: 19,282 shares; 2026Q1: 21,725 shares; 2026Q2: 18,845 shares 18,845 $6.49M 0.06% -2,880 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: 42,358 shares; 2024Q4: 42,411 shares; 2025Q1: 85,006 shares; 2025Q2: 45,956 shares; 2025Q3: 52,974 shares; 2025Q4: 79,424 shares; 2026Q1: 83,972 shares; 2026Q2: 89,212 shares 89,212 $6.42M 0.06% +5,240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,618 shares; 2026Q1: 59,185 shares; 2026Q2: 68,508 shares 68,508 $6.39M 0.06% +9,323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,240 shares; 2025Q3: 56,861 shares; 2025Q4: 140,357 shares; 2026Q1: 149,632 shares; 2026Q2: 139,382 shares 139,382 $6.32M 0.06% -10,250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,549 shares; 2025Q3: 59,120 shares; 2025Q4: 90,974 shares; 2026Q1: 86,138 shares; 2026Q2: 76,225 shares 76,225 $6.26M 0.06% -9,913 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: not reported; 2024Q4: 30,381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,983 shares; 2025Q4: 100,208 shares; 2026Q1: 112,805 shares; 2026Q2: 90,796 shares 90,796 $6.21M 0.06% -22,009 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: 113,989 shares; 2025Q4: 138,406 shares; 2026Q1: 138,663 shares; 2026Q2: 134,351 shares 134,351 $6.14M 0.06% -4,312 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,655 shares; 2024Q4: 11,741 shares; 2025Q1: 25,068 shares; 2025Q2: 21,312 shares; 2025Q3: 19,853 shares; 2025Q4: 48,485 shares; 2026Q1: 46,530 shares; 2026Q2: 36,577 shares 36,577 $6.1M 0.06% -9,953 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: 13,067 shares; 2025Q3: not reported; 2025Q4: 1,488 shares; 2026Q1: 1,627 shares; 2026Q2: 19,741 shares 19,741 $6.05M 0.06% +18,114 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: not reported; 2024Q4: 54,515 shares; 2025Q1: not reported; 2025Q2: 155,286 shares; 2025Q3: 18,505 shares; 2025Q4: 78,817 shares; 2026Q1: 62,234 shares; 2026Q2: 58,150 shares 58,150 $6.04M 0.06% -4,084 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: 2,927 shares; 2024Q4: 2,505 shares; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 4,027 shares; 2025Q4: 5,538 shares; 2026Q1: 10,224 shares; 2026Q2: 23,592 shares 23,592 $6M 0.06% +13,368 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: not reported; 2024Q4: not reported; 2025Q1: 10,690 shares; 2025Q2: 484,363 shares; 2025Q3: 22,687 shares; 2025Q4: 62,651 shares; 2026Q1: 66,781 shares; 2026Q2: 79,431 shares 79,431 $6M 0.06% +12,650 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: 184,855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,362 shares; 2025Q4: 38,624 shares; 2026Q1: 432,461 shares; 2026Q2: 105,759 shares 105,759 $5.97M 0.06% -326,702 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES 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: 344,796 shares; 2026Q2: 344,796 shares 344,796 $5.95M 0.06% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,835 shares; 2026Q2: 74,190 shares 74,190 $5.89M 0.06% +15,355 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 22,281 shares; 2026Q1: 43,303 shares; 2026Q2: 36,026 shares 36,026 $5.88M 0.06% -7,277 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,675 shares; 2024Q4: 9,649 shares; 2025Q1: 18,470 shares; 2025Q2: 7,373 shares; 2025Q3: 8,331 shares; 2025Q4: 11,606 shares; 2026Q1: 10,058 shares; 2026Q2: 8,986 shares 8,986 $5.79M 0.05% -1,072 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: 3,057 shares; 2024Q4: 2,214 shares; 2025Q1: 4,505 shares; 2025Q2: 38,557 shares; 2025Q3: 51,657 shares; 2025Q4: 66,403 shares; 2026Q1: 64,781 shares; 2026Q2: 62,797 shares 62,797 $5.78M 0.05% -1,984 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,006 shares; 2025Q3: 77,337 shares; 2025Q4: 737,339 shares; 2026Q1: 583,012 shares; 2026Q2: 514,065 shares 514,065 $5.73M 0.05% -68,947 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: 32,492 shares; 2025Q2: 18,839 shares; 2025Q3: 19,044 shares; 2025Q4: 102,495 shares; 2026Q1: 106,008 shares; 2026Q2: 216,017 shares 216,017 $5.73M 0.05% +110,009 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,811 shares; 2024Q4: 92,329 shares; 2025Q1: 187,880 shares; 2025Q2: 112,499 shares; 2025Q3: 177,078 shares; 2025Q4: 399,843 shares; 2026Q1: 298,091 shares; 2026Q2: 324,778 shares 324,778 $5.73M 0.05% +26,687 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: 6,778 shares; 2024Q4: 6,027 shares; 2025Q1: 11,201 shares; 2025Q2: 12,160 shares; 2025Q3: 11,845 shares; 2025Q4: 23,950 shares; 2026Q1: 24,784 shares; 2026Q2: 25,553 shares 25,553 $5.72M 0.05% +769 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,780 shares; 2024Q4: 39,719 shares; 2025Q1: 88,590 shares; 2025Q2: 63,739 shares; 2025Q3: 71,725 shares; 2025Q4: 66,984 shares; 2026Q1: 85,828 shares; 2026Q2: 83,617 shares 83,617 $5.71M 0.05% -2,211 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,972 shares; 2024Q4: 20,921 shares; 2025Q1: 41,239 shares; 2025Q2: 20,646 shares; 2025Q3: 18,675 shares; 2025Q4: 15,226 shares; 2026Q1: 19,830 shares; 2026Q2: 19,455 shares 19,455 $5.7M 0.05% -375 Timeline EIPX 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: 160,579 shares; 2026Q2: 182,005 shares 182,005 $5.7M 0.05% +21,426 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,295 shares; 2025Q2: 8,345 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,798 shares; 2026Q2: 165,391 shares 165,391 $5.67M 0.05% +8,593 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,867 shares; 2024Q4: 132,921 shares; 2025Q1: 267,102 shares; 2025Q2: 133,402 shares; 2025Q3: 132,594 shares; 2025Q4: 127,575 shares; 2026Q1: 129,039 shares; 2026Q2: 111,844 shares 111,844 $5.65M 0.05% -17,195 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,862 shares; 2025Q3: not reported; 2025Q4: 189,574 shares; 2026Q1: 345,822 shares; 2026Q2: 351,770 shares 351,770 $5.64M 0.05% +5,948 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,902 shares; 2024Q4: 173,152 shares; 2025Q1: 154,521 shares; 2025Q2: 323,000 shares; 2025Q3: 166,297 shares; 2025Q4: 196,036 shares; 2026Q1: 176,865 shares; 2026Q2: 164,164 shares 164,164 $5.63M 0.05% -12,701 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: not reported; 2024Q4: not reported; 2025Q1: 2,664 shares; 2025Q2: 2,771 shares; 2025Q3: 10,707 shares; 2025Q4: 10,411 shares; 2026Q1: 35,031 shares; 2026Q2: 38,747 shares 38,747 $5.6M 0.05% +3,716 Timeline IGF 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: 171,088 shares; 2025Q3: 83,944 shares; 2025Q4: 84,860 shares; 2026Q1: 84,100 shares; 2026Q2: 84,100 shares 84,100 $5.6M 0.05% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,830 shares; 2024Q4: 61,266 shares; 2025Q1: 125,976 shares; 2025Q2: 76,232 shares; 2025Q3: 71,845 shares; 2025Q4: 184,160 shares; 2026Q1: 255,382 shares; 2026Q2: 203,210 shares 203,210 $5.53M 0.05% -52,172 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,721 shares; 2025Q3: 3,119 shares; 2025Q4: 35,509 shares; 2026Q1: 35,445 shares; 2026Q2: 43,090 shares 43,090 $5.51M 0.05% +7,645 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,495 shares; 2024Q4: 4,973 shares; 2025Q1: 7,671 shares; 2025Q2: 5,396 shares; 2025Q3: 9,748 shares; 2025Q4: 30,867 shares; 2026Q1: 22,813 shares; 2026Q2: 41,902 shares 41,902 $5.51M 0.05% +19,089 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: not reported; 2024Q4: 693 shares; 2025Q1: 4,966 shares; 2025Q2: 9,855 shares; 2025Q3: 7,499 shares; 2025Q4: 9,423 shares; 2026Q1: 8,622 shares; 2026Q2: 8,646 shares 8,646 $5.48M 0.05% +24 Timeline FTSL 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: 40,690 shares; 2025Q1: 42,073 shares; 2025Q2: 86,966 shares; 2025Q3: 30,146 shares; 2025Q4: 16,960 shares; 2026Q1: 43,989 shares; 2026Q2: 122,464 shares 122,464 $5.48M 0.05% +78,475 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: 587 shares; 2026Q2: 2,401 shares 2,401 $5.46M 0.05% +1,814 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,111 shares; 2024Q4: 37,490 shares; 2025Q1: 34,271 shares; 2025Q2: 60,958 shares; 2025Q3: 29,402 shares; 2025Q4: 34,413 shares; 2026Q1: 34,103 shares; 2026Q2: 34,171 shares 34,171 $5.45M 0.05% +68 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: not reported; 2025Q4: 14,460 shares; 2026Q1: 16,548 shares; 2026Q2: 12,146 shares 12,146 $5.4M 0.05% -4,402 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,777 shares; 2025Q4: 145,608 shares; 2026Q1: 164,344 shares; 2026Q2: 164,344 shares 164,344 $5.39M 0.05% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 39,927 shares; 2026Q1: 53,875 shares; 2026Q2: 54,019 shares 54,019 $5.38M 0.05% +144 Timeline CSX CSX CORP More: the full row for CSX 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: 8,524 shares; 2025Q4: 103,400 shares; 2026Q1: 132,739 shares; 2026Q2: 112,723 shares 112,723 $5.36M 0.05% -20,016 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 23,451 shares; 2026Q1: 25,469 shares; 2026Q2: 13,545 shares 13,545 $5.34M 0.05% -11,924 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173,521 shares; 2025Q2: 133,966 shares; 2025Q3: 140,905 shares; 2025Q4: 64,972 shares; 2026Q1: 65,714 shares; 2026Q2: 69,594 shares 69,594 $5.33M 0.05% +3,880 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: not reported; 2024Q4: not reported; 2025Q1: 7,012 shares; 2025Q2: 8,364 shares; 2025Q3: 42,218 shares; 2025Q4: 54,471 shares; 2026Q1: 66,828 shares; 2026Q2: 67,359 shares 67,359 $5.32M 0.05% +531 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: not reported; 2024Q4: 9,845 shares; 2025Q1: not reported; 2025Q2: 6,955 shares; 2025Q3: 19,471 shares; 2025Q4: 34,549 shares; 2026Q1: 30,626 shares; 2026Q2: 21,882 shares 21,882 $5.3M 0.05% -8,744 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: 66,507 shares; 2024Q4: 69,273 shares; 2025Q1: 80,088 shares; 2025Q2: 151,734 shares; 2025Q3: 78,466 shares; 2025Q4: 102,405 shares; 2026Q1: 26,021 shares; 2026Q2: 54,978 shares 54,978 $5.3M 0.05% +28,957 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,569 shares; 2024Q4: 90,986 shares; 2025Q1: 190,260 shares; 2025Q2: 184,474 shares; 2025Q3: 155,248 shares; 2025Q4: 265,400 shares; 2026Q1: 270,880 shares; 2026Q2: 264,233 shares 264,233 $5.3M 0.05% -6,647 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,603 shares; 2024Q4: 404,133 shares; 2025Q1: 404,420 shares; 2025Q2: 702,586 shares; 2025Q3: 365,014 shares; 2025Q4: 199,955 shares; 2026Q1: 111,308 shares; 2026Q2: 111,282 shares 111,282 $5.29M 0.05% -26 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,714 shares 32,714 $5.28M 0.05% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 3,098 shares; 2025Q1: 2,851 shares; 2025Q2: 4,444 shares; 2025Q3: 15,768 shares; 2025Q4: 34,213 shares; 2026Q1: 34,279 shares; 2026Q2: 34,656 shares 34,656 $5.27M 0.05% +377 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: 18,090 shares; 2024Q4: 17,526 shares; 2025Q1: 43,914 shares; 2025Q2: 27,446 shares; 2025Q3: 73,648 shares; 2025Q4: 138,531 shares; 2026Q1: 325,330 shares; 2026Q2: 254,011 shares 254,011 $5.26M 0.05% -71,319 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,966 shares; 2024Q4: 95,130 shares; 2025Q1: 191,538 shares; 2025Q2: 95,601 shares; 2025Q3: 98,459 shares; 2025Q4: 96,620 shares; 2026Q1: 85,567 shares; 2026Q2: 73,856 shares 73,856 $5.21M 0.05% -11,711 Timeline VMBS 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: 25,475 shares; 2025Q2: 29,858 shares; 2025Q3: 38,862 shares; 2025Q4: 186,825 shares; 2026Q1: 227,469 shares; 2026Q2: 111,090 shares 111,090 $5.2M 0.05% -116,379 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,061 shares 18,061 $5.2M 0.05% new 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: not reported; 2024Q4: 5,363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,325 shares; 2026Q1: not reported; 2026Q2: 35,072 shares 35,072 $5.13M 0.05% new Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,107 shares; 2024Q4: 246,898 shares; 2025Q1: 230,833 shares; 2025Q2: 556,890 shares; 2025Q3: 254,807 shares; 2025Q4: 219,727 shares; 2026Q1: 165,721 shares; 2026Q2: 146,793 shares 146,793 $5.12M 0.05% -18,928 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,998 shares; 2025Q4: 54,563 shares; 2026Q1: 70,977 shares; 2026Q2: 67,987 shares 67,987 $5.12M 0.05% -2,990 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: not reported; 2024Q4: 2,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,069 shares; 2026Q1: 13,645 shares; 2026Q2: 16,916 shares 16,916 $5.08M 0.05% +3,271 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,844 shares; 2024Q4: 18,056 shares; 2025Q1: 33,458 shares; 2025Q2: 15,481 shares; 2025Q3: 15,543 shares; 2025Q4: 14,674 shares; 2026Q1: 12,976 shares; 2026Q2: 12,982 shares 12,982 $5.08M 0.05% +6 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,779 shares; 2024Q4: 32,736 shares; 2025Q1: 62,884 shares; 2025Q2: 29,109 shares; 2025Q3: 29,220 shares; 2025Q4: 28,950 shares; 2026Q1: 23,914 shares; 2026Q2: 23,952 shares 23,952 $5.01M 0.05% +38 Timeline ILF 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: 123,190 shares; 2026Q1: 142,232 shares; 2026Q2: 148,550 shares 148,550 $5.01M 0.05% +6,318 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 44,440 shares; 2026Q1: 47,729 shares; 2026Q2: 61,093 shares 61,093 $5.01M 0.05% +13,364 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: 8,048 shares; 2024Q4: 7,530 shares; 2025Q1: 14,466 shares; 2025Q2: 7,712 shares; 2025Q3: 9,315 shares; 2025Q4: 27,779 shares; 2026Q1: 27,312 shares; 2026Q2: 27,078 shares 27,078 $5M 0.05% -234 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 19,615 shares; 2025Q4: 94,356 shares; 2026Q1: 118,233 shares; 2026Q2: 167,275 shares 167,275 $5M 0.05% +49,042 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,132 shares; 2024Q4: 29,153 shares; 2025Q1: not reported; 2025Q2: 115,354 shares; 2025Q3: 55,823 shares; 2025Q4: 353,534 shares; 2026Q1: 167,588 shares; 2026Q2: 199,456 shares 199,456 $5M 0.05% +31,868 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,780 shares; 2024Q4: 37,499 shares; 2025Q1: 78,584 shares; 2025Q2: 40,802 shares; 2025Q3: 48,628 shares; 2025Q4: 98,532 shares; 2026Q1: 91,948 shares; 2026Q2: 86,230 shares 86,230 $4.99M 0.05% -5,718 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,743 shares; 2024Q4: 10,538 shares; 2025Q1: 14,778 shares; 2025Q2: 16,444 shares; 2025Q3: 25,373 shares; 2025Q4: 24,829 shares; 2026Q1: 37,521 shares; 2026Q2: 36,751 shares 36,751 $4.98M 0.05% -770 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: 68 shares; 2024Q4: 93 shares; 2025Q1: 196 shares; 2025Q2: 603 shares; 2025Q3: 221 shares; 2025Q4: 624 shares; 2026Q1: 780 shares; 2026Q2: 27,817 shares 27,817 $4.96M 0.05% +27,037 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,783 shares; 2024Q4: 25,907 shares; 2025Q1: 54,354 shares; 2025Q2: 27,065 shares; 2025Q3: 27,121 shares; 2025Q4: 25,386 shares; 2026Q1: 35,736 shares; 2026Q2: 49,895 shares 49,895 $4.91M 0.05% +14,159 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,971 shares; 2024Q4: 51,852 shares; 2025Q1: 99,608 shares; 2025Q2: 46,098 shares; 2025Q3: 46,246 shares; 2025Q4: 43,632 shares; 2026Q1: 41,311 shares; 2026Q2: 41,377 shares 41,377 $4.9M 0.05% +66 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: not reported; 2024Q4: 15,622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,551 shares; 2025Q4: 207,308 shares; 2026Q1: 340,840 shares; 2026Q2: 270,705 shares 270,705 $4.84M 0.05% -70,135 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,949 shares; 2024Q4: 6,224 shares; 2025Q1: 10,844 shares; 2025Q2: 8,517 shares; 2025Q3: 7,496 shares; 2025Q4: 8,898 shares; 2026Q1: 11,611 shares; 2026Q2: 8,332 shares 8,332 $4.8M 0.05% -3,279 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,475 shares; 2026Q2: 80,934 shares 80,934 $4.8M 0.05% +26,459 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,348 shares; 2024Q4: 20,925 shares; 2025Q1: 42,798 shares; 2025Q2: 30,301 shares; 2025Q3: 22,346 shares; 2025Q4: 25,915 shares; 2026Q1: 18,136 shares; 2026Q2: 16,998 shares 16,998 $4.79M 0.04% -1,138 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: 39,509 shares; 2025Q2: 100,296 shares; 2025Q3: 43,265 shares; 2025Q4: 46,164 shares; 2026Q1: 50,044 shares; 2026Q2: 50,044 shares 50,044 $4.79M 0.04% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,290 shares; 2025Q3: 1,135 shares; 2025Q4: 16,876 shares; 2026Q1: 22,364 shares; 2026Q2: 22,565 shares 22,565 $4.78M 0.04% +201 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,389 shares; 2024Q4: 113,138 shares; 2025Q1: 113,747 shares; 2025Q2: 209,700 shares; 2025Q3: 107,348 shares; 2025Q4: 99,609 shares; 2026Q1: 48,088 shares; 2026Q2: 40,830 shares 40,830 $4.78M 0.04% -7,258 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: 14,075 shares; 2024Q4: 13,705 shares; 2025Q1: 24,244 shares; 2025Q2: 8,759 shares; 2025Q3: 12,410 shares; 2025Q4: 35,368 shares; 2026Q1: 42,610 shares; 2026Q2: 35,173 shares 35,173 $4.76M 0.04% -7,437 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: 1,598 shares; 2024Q4: 1,742 shares; 2025Q1: 4,229 shares; 2025Q2: 1,968 shares; 2025Q3: 4,286 shares; 2025Q4: 11,096 shares; 2026Q1: 16,311 shares; 2026Q2: 11,665 shares 11,665 $4.75M 0.04% -4,646 Timeline TFLO 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: 42,188 shares; 2025Q4: 201,371 shares; 2026Q1: 114,282 shares; 2026Q2: 93,586 shares 93,586 $4.74M 0.04% -20,696 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: 20,435 shares; 2024Q4: 18,826 shares; 2025Q1: 42,578 shares; 2025Q2: 21,275 shares; 2025Q3: 21,804 shares; 2025Q4: 20,428 shares; 2026Q1: 19,191 shares; 2026Q2: 15,693 shares 15,693 $4.73M 0.04% -3,498 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,691 shares; 2024Q4: 6,564 shares; 2025Q1: 13,646 shares; 2025Q2: 7,263 shares; 2025Q3: 7,203 shares; 2025Q4: 47,510 shares; 2026Q1: 43,712 shares; 2026Q2: 40,494 shares 40,494 $4.73M 0.04% -3,218 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,482 shares; 2024Q4: 13,384 shares; 2025Q1: not reported; 2025Q2: 7,186 shares; 2025Q3: 2,522 shares; 2025Q4: 15,988 shares; 2026Q1: 15,966 shares; 2026Q2: 16,809 shares 16,809 $4.72M 0.04% +843 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,222 shares; 2024Q4: 31,676 shares; 2025Q1: 75,374 shares; 2025Q2: 36,742 shares; 2025Q3: 37,496 shares; 2025Q4: 43,497 shares; 2026Q1: 39,119 shares; 2026Q2: 33,877 shares 33,877 $4.67M 0.04% -5,242 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: 66,337 shares; 2024Q4: 61,954 shares; 2025Q1: 127,248 shares; 2025Q2: 63,101 shares; 2025Q3: 68,302 shares; 2025Q4: 59,529 shares; 2026Q1: 67,853 shares; 2026Q2: 64,550 shares 64,550 $4.63M 0.04% -3,303 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 14,298 shares; 2025Q4: 20,003 shares; 2026Q1: 17,494 shares; 2026Q2: 22,950 shares 22,950 $4.62M 0.04% +5,456 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: 1,699 shares; 2025Q1: 7,042 shares; 2025Q2: 3,745 shares; 2025Q3: 3,551 shares; 2025Q4: 7,373 shares; 2026Q1: 7,534 shares; 2026Q2: 8,933 shares 8,933 $4.6M 0.04% +1,399 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,905 shares; 2024Q4: 138,799 shares; 2025Q1: 43,559 shares; 2025Q2: 75,868 shares; 2025Q3: 38,075 shares; 2025Q4: 51,810 shares; 2026Q1: 51,443 shares; 2026Q2: 60,101 shares 60,101 $4.57M 0.04% +8,658 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,017 shares; 2026Q2: 120,119 shares 120,119 $4.56M 0.04% +52,102 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169 shares; 2024Q4: 2,146 shares; 2025Q1: 4,713 shares; 2025Q2: 7,840 shares; 2025Q3: 7,809 shares; 2025Q4: 5,154 shares; 2026Q1: 7,142 shares; 2026Q2: 10,949 shares 10,949 $4.55M 0.04% +3,807 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 1,262 shares; 2025Q2: 1,003 shares; 2025Q3: 1,653 shares; 2025Q4: 4,413 shares; 2026Q1: 3,675 shares; 2026Q2: 8,099 shares 8,099 $4.54M 0.04% +4,424 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD 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: 23,219 shares; 2026Q1: 19,903 shares; 2026Q2: 16,750 shares 16,750 $4.53M 0.04% -3,153 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: 19,028 shares; 2024Q4: 19,227 shares; 2025Q1: 33,674 shares; 2025Q2: not reported; 2025Q3: 6,202 shares; 2025Q4: 49,742 shares; 2026Q1: 48,007 shares; 2026Q2: 41,902 shares 41,902 $4.5M 0.04% -6,105 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 4,864 shares; 2025Q4: 22,019 shares; 2026Q1: 22,375 shares; 2026Q2: 44,971 shares 44,971 $4.49M 0.04% +22,596 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 21,895 shares; 2025Q4: 54,861 shares; 2026Q1: 67,213 shares; 2026Q2: 71,322 shares 71,322 $4.47M 0.04% +4,109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,765 shares; 2025Q4: 58,114 shares; 2026Q1: 58,777 shares; 2026Q2: 59,110 shares 59,110 $4.46M 0.04% +333 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,733 shares; 2026Q2: 82,733 shares 82,733 $4.46M 0.04% 0 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP 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: 8,357 shares; 2025Q4: 12,317 shares; 2026Q1: 115,546 shares; 2026Q2: 159,061 shares 159,061 $4.45M 0.04% +43,515 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,311 shares; 2025Q4: 75,393 shares; 2026Q1: 89,937 shares; 2026Q2: 90,374 shares 90,374 $4.41M 0.04% +437 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,781 shares; 2024Q4: 9,385 shares; 2025Q1: 18,402 shares; 2025Q2: 9,487 shares; 2025Q3: 12,331 shares; 2025Q4: 16,147 shares; 2026Q1: 15,176 shares; 2026Q2: 13,357 shares 13,357 $4.41M 0.04% -1,819 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,061 shares; 2024Q4: 2,906 shares; 2025Q1: 4,265 shares; 2025Q2: 9,592 shares; 2025Q3: 7,206 shares; 2025Q4: 5,921 shares; 2026Q1: 12,295 shares; 2026Q2: 18,462 shares 18,462 $4.4M 0.04% +6,167 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,794 shares; 2024Q4: 39,752 shares; 2025Q1: 80,664 shares; 2025Q2: 85,807 shares; 2025Q3: 81,025 shares; 2025Q4: 79,733 shares; 2026Q1: 91,312 shares; 2026Q2: 91,420 shares 91,420 $4.39M 0.04% +108 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: 810 shares; 2024Q4: 324 shares; 2025Q1: 662 shares; 2025Q2: 2,088 shares; 2025Q3: 1,982 shares; 2025Q4: 1,490 shares; 2026Q1: 1,422 shares; 2026Q2: 14,513 shares 14,513 $4.38M 0.04% +13,091 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: not reported; 2026Q2: 9,032 shares 9,032 $4.36M 0.04% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,062 shares; 2024Q4: 20,015 shares; 2025Q1: 38,678 shares; 2025Q2: 17,881 shares; 2025Q3: 17,951 shares; 2025Q4: 17,019 shares; 2026Q1: 15,297 shares; 2026Q2: 15,323 shares 15,323 $4.35M 0.04% +26 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,064 shares; 2024Q4: 13,542 shares; 2025Q1: 31,008 shares; 2025Q2: 15,506 shares; 2025Q3: 17,314 shares; 2025Q4: 12,980 shares; 2026Q1: 23,130 shares; 2026Q2: 20,140 shares 20,140 $4.33M 0.04% -2,990 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,578 shares; 2025Q4: 83,096 shares; 2026Q1: 100,189 shares; 2026Q2: 100,492 shares 100,492 $4.33M 0.04% +303 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,292 shares; 2026Q2: 19,059 shares 19,059 $4.32M 0.04% +4,767 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: 1,140 shares; 2024Q4: 1,165 shares; 2025Q1: 2,182 shares; 2025Q2: 11,683 shares; 2025Q3: 13,292 shares; 2025Q4: 11,480 shares; 2026Q1: 12,112 shares; 2026Q2: 12,614 shares 12,614 $4.3M 0.04% +502 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,340 shares; 2025Q3: not reported; 2025Q4: 2,301 shares; 2026Q1: 32,833 shares; 2026Q2: 37,368 shares 37,368 $4.29M 0.04% +4,535 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,739 shares; 2024Q4: 19,914 shares; 2025Q1: 49,594 shares; 2025Q2: 27,240 shares; 2025Q3: 28,869 shares; 2025Q4: 41,275 shares; 2026Q1: 51,609 shares; 2026Q2: 53,321 shares 53,321 $4.29M 0.04% +1,712 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,135 shares; 2025Q2: 40,932 shares; 2025Q3: 47,296 shares; 2025Q4: 9,112 shares; 2026Q1: 20,873 shares; 2026Q2: 34,405 shares 34,405 $4.28M 0.04% +13,532 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 99,503 shares; 2025Q4: 167,820 shares; 2026Q1: 134,305 shares; 2026Q2: 85,946 shares 85,946 $4.26M 0.04% -48,359 Timeline SYSB 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: 53,766 shares; 2026Q2: 47,994 shares 47,994 $4.26M 0.04% -5,772 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,138 shares; 2024Q4: 9,598 shares; 2025Q1: 8,740 shares; 2025Q2: 8,617 shares; 2025Q3: 6,270 shares; 2025Q4: 7,877 shares; 2026Q1: 9,244 shares; 2026Q2: 9,269 shares 9,269 $4.26M 0.04% +25 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: 1,202 shares; 2025Q2: 1,232 shares; 2025Q3: 2,704 shares; 2025Q4: 2,895 shares; 2026Q1: 5,235 shares; 2026Q2: 6,471 shares 6,471 $4.24M 0.04% +1,236 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089 shares; 2025Q3: 3,899 shares; 2025Q4: 3,496 shares; 2026Q1: 4,438 shares; 2026Q2: 19,899 shares 19,899 $4.24M 0.04% +15,461 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203,138 shares; 2026Q1: 310,926 shares; 2026Q2: 121,556 shares 121,556 $4.23M 0.04% -189,370 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,405 shares; 2025Q1: 13,492 shares; 2025Q2: 40,529 shares; 2025Q3: 30,702 shares; 2025Q4: 33,332 shares; 2026Q1: 70,547 shares; 2026Q2: 87,201 shares 87,201 $4.22M 0.04% +16,654 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,292 shares; 2025Q2: 30,934 shares; 2025Q3: 14,967 shares; 2025Q4: 14,646 shares; 2026Q1: 15,897 shares; 2026Q2: 15,949 shares 15,949 $4.22M 0.04% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,131 shares; 2025Q4: 122,141 shares; 2026Q1: 129,214 shares; 2026Q2: 133,059 shares 133,059 $4.22M 0.04% +3,845 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: 945 shares; 2024Q4: 1,048 shares; 2025Q1: 3,291 shares; 2025Q2: 8,093 shares; 2025Q3: 3,177 shares; 2025Q4: 9,618 shares; 2026Q1: 9,702 shares; 2026Q2: 5,850 shares 5,850 $4.21M 0.04% -3,852 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,699 shares 18,699 $4.19M 0.04% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,667 shares; 2024Q4: 203,921 shares; 2025Q1: 203,040 shares; 2025Q2: 450,848 shares; 2025Q3: 219,821 shares; 2025Q4: 201,228 shares; 2026Q1: 98,340 shares; 2026Q2: 83,538 shares 83,538 $4.18M 0.04% -14,802 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: 146,086 shares 146,086 $4.17M 0.04% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,718 shares; 2024Q4: 3,618 shares; 2025Q1: 5,302 shares; 2025Q2: 16,311 shares; 2025Q3: 8,336 shares; 2025Q4: 18,938 shares; 2026Q1: 28,603 shares; 2026Q2: 34,513 shares 34,513 $4.14M 0.04% +5,910 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,699 shares 18,699 $4.13M 0.04% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,633 shares; 2024Q4: 48,490 shares; 2025Q1: 93,720 shares; 2025Q2: 50,121 shares; 2025Q3: 50,314 shares; 2025Q4: 41,849 shares; 2026Q1: 42,367 shares; 2026Q2: 42,388 shares 42,388 $4.13M 0.04% +21 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,780 shares; 2024Q4: 8,158 shares; 2025Q1: 13,238 shares; 2025Q2: 18,613 shares; 2025Q3: 17,609 shares; 2025Q4: 30,485 shares; 2026Q1: 29,949 shares; 2026Q2: 21,600 shares 21,600 $4.11M 0.04% -8,349 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 143,899 shares; 2026Q1: 151,823 shares; 2026Q2: 183,884 shares 183,884 $4.11M 0.04% +32,061 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 6,436 shares; 2026Q2: 12,212 shares 12,212 $4.1M 0.04% +5,776 Timeline DEM 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: 42,298 shares; 2025Q2: 106,230 shares; 2025Q3: 59,888 shares; 2025Q4: 63,920 shares; 2026Q1: 67,941 shares; 2026Q2: 76,170 shares 76,170 $4.1M 0.04% +8,229 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: 44,700 shares; 2026Q1: 49,874 shares; 2026Q2: 52,674 shares 52,674 $4.1M 0.04% +2,800 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,429 shares; 2025Q3: 22,524 shares; 2025Q4: 38,697 shares; 2026Q1: 64,385 shares; 2026Q2: 57,883 shares 57,883 $4.09M 0.04% -6,502 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,342 shares; 2024Q4: 5,375 shares; 2025Q1: 10,252 shares; 2025Q2: 5,273 shares; 2025Q3: 6,564 shares; 2025Q4: 6,867 shares; 2026Q1: 7,794 shares; 2026Q2: 8,011 shares 8,011 $4.08M 0.04% +217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,927 shares; 2025Q3: 1,843 shares; 2025Q4: 8,160 shares; 2026Q1: 24,327 shares; 2026Q2: 31,815 shares 31,815 $4.02M 0.04% +7,488 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,649 shares; 2026Q2: 126,374 shares 126,374 $4.02M 0.04% +81,725 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,875 shares; 2025Q3: 4,846 shares; 2025Q4: 8,214 shares; 2026Q1: 16,157 shares; 2026Q2: 16,856 shares 16,856 $4.01M 0.04% +699 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,429 shares; 2025Q3: 31,941 shares; 2025Q4: 47,481 shares; 2026Q1: 42,236 shares; 2026Q2: 79,213 shares 79,213 $4.01M 0.04% +36,977 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,459 shares; 2026Q1: 241,661 shares; 2026Q2: 157,937 shares 157,937 $3.99M 0.04% -83,724 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 81,952 shares; 2026Q1: 84,264 shares; 2026Q2: 87,281 shares 87,281 $3.98M 0.04% +3,017 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,853 shares; 2025Q4: 51,023 shares; 2026Q1: 48,643 shares; 2026Q2: 51,346 shares 51,346 $3.96M 0.04% +2,703 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 22,701 shares; 2025Q1: 32,183 shares; 2025Q2: 38,965 shares; 2025Q3: 31,493 shares; 2025Q4: 60,054 shares; 2026Q1: 63,155 shares; 2026Q2: 45,673 shares 45,673 $3.96M 0.04% -17,482 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,791 shares; 2025Q3: 3,207 shares; 2025Q4: 47,685 shares; 2026Q1: 42,407 shares; 2026Q2: 41,450 shares 41,450 $3.93M 0.04% -957 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,295 shares; 2026Q1: 11,254 shares; 2026Q2: 12,989 shares 12,989 $3.93M 0.04% +1,735 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: 70,494 shares; 2025Q2: 15,106 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518,815 shares; 2026Q2: 83,714 shares 83,714 $3.93M 0.04% -435,101 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM 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: 28,096 shares; 2025Q4: 68,924 shares; 2026Q1: 99,060 shares; 2026Q2: 101,844 shares 101,844 $3.93M 0.04% +2,784 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,723 shares; 2024Q4: 20,289 shares; 2025Q1: 39,136 shares; 2025Q2: 20,507 shares; 2025Q3: 20,585 shares; 2025Q4: 15,297 shares; 2026Q1: 17,399 shares; 2026Q2: 18,767 shares 18,767 $3.88M 0.04% +1,368 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: 18,301 shares; 2024Q4: 14,092 shares; 2025Q1: 11,716 shares; 2025Q2: 11,197 shares; 2025Q3: 14,823 shares; 2025Q4: 14,107 shares; 2026Q1: 13,217 shares; 2026Q2: 12,970 shares 12,970 $3.86M 0.04% -247 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,744 shares; 2025Q1: 7,726 shares; 2025Q2: 12,789 shares; 2025Q3: 8,306 shares; 2025Q4: 77,516 shares; 2026Q1: 77,052 shares; 2026Q2: 95,335 shares 95,335 $3.86M 0.04% +18,283 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,139 shares; 2024Q4: 5,793 shares; 2025Q1: 12,388 shares; 2025Q2: 8,763 shares; 2025Q3: 9,428 shares; 2025Q4: 7,822 shares; 2026Q1: 6,957 shares; 2026Q2: 7,762 shares 7,762 $3.86M 0.04% +805 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,261 shares; 2024Q4: 30,258 shares; 2025Q1: 60,732 shares; 2025Q2: 43,178 shares; 2025Q3: 37,675 shares; 2025Q4: 36,421 shares; 2026Q1: 33,169 shares; 2026Q2: 27,375 shares 27,375 $3.85M 0.04% -5,794 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,199 shares; 2024Q4: 13,117 shares; 2025Q1: 21,479 shares; 2025Q2: 10,985 shares; 2025Q3: 16,553 shares; 2025Q4: 41,271 shares; 2026Q1: 61,219 shares; 2026Q2: 76,387 shares 76,387 $3.81M 0.04% +15,168 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,106 shares; 2025Q4: 37,070 shares; 2026Q1: 56,788 shares; 2026Q2: 83,262 shares 83,262 $3.81M 0.04% +26,474 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: 54,502 shares; 2024Q4: 55,409 shares; 2025Q1: 96,316 shares; 2025Q2: 51,623 shares; 2025Q3: 54,157 shares; 2025Q4: 55,106 shares; 2026Q1: 39,067 shares; 2026Q2: 58,131 shares 58,131 $3.8M 0.04% +19,064 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,811 shares; 2024Q4: 41,872 shares; 2025Q1: 86,940 shares; 2025Q2: 59,087 shares; 2025Q3: 68,862 shares; 2025Q4: 120,052 shares; 2026Q1: 167,471 shares; 2026Q2: 120,041 shares 120,041 $3.8M 0.04% -47,430 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,437 shares; 2025Q4: 38,194 shares; 2026Q1: 52,389 shares; 2026Q2: 32,255 shares 32,255 $3.78M 0.04% -20,134 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,257 shares; 2024Q4: 11,640 shares; 2025Q1: 23,308 shares; 2025Q2: 11,602 shares; 2025Q3: 11,794 shares; 2025Q4: 12,300 shares; 2026Q1: 11,831 shares; 2026Q2: 9,072 shares 9,072 $3.78M 0.04% -2,759 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: 20,215 shares; 2026Q2: 181,793 shares 181,793 $3.78M 0.04% +161,578 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407 shares; 2024Q4: 1,392 shares; 2025Q1: 2,898 shares; 2025Q2: 1,529 shares; 2025Q3: 1,584 shares; 2025Q4: 8,380 shares; 2026Q1: 8,645 shares; 2026Q2: 10,399 shares 10,399 $3.77M 0.04% +1,754 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,215 shares; 2025Q4: 44,794 shares; 2026Q1: 66,204 shares; 2026Q2: 70,747 shares 70,747 $3.76M 0.04% +4,543 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,392 shares; 2025Q1: 3,099 shares; 2025Q2: not reported; 2025Q3: 5,526 shares; 2025Q4: 35,649 shares; 2026Q1: 48,613 shares; 2026Q2: 46,626 shares 46,626 $3.74M 0.04% -1,987 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 716 shares; 2025Q4: 1,979 shares; 2026Q1: 1,715 shares; 2026Q2: 1,884 shares 1,884 $3.73M 0.04% +169 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,543 shares; 2024Q4: 293,715 shares; 2025Q1: 174,959 shares; 2025Q2: 339,684 shares; 2025Q3: 147,192 shares; 2025Q4: 135,848 shares; 2026Q1: 90,115 shares; 2026Q2: 27,007 shares 27,007 $3.73M 0.04% -63,108 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,235 shares; 2024Q4: 7,570 shares; 2025Q1: 13,176 shares; 2025Q2: 9,549 shares; 2025Q3: 9,077 shares; 2025Q4: 58,592 shares; 2026Q1: 64,350 shares; 2026Q2: 37,517 shares 37,517 $3.72M 0.03% -26,833 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,780 shares; 2024Q4: 35,088 shares; 2025Q1: 70,732 shares; 2025Q2: 48,636 shares; 2025Q3: 56,465 shares; 2025Q4: 114,997 shares; 2026Q1: 115,666 shares; 2026Q2: 86,842 shares 86,842 $3.7M 0.03% -28,824 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,872 shares; 2025Q4: 37,100 shares; 2026Q1: 41,077 shares; 2026Q2: 38,192 shares 38,192 $3.68M 0.03% -2,885 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 5,160 shares; 2025Q1: 4,660 shares; 2025Q2: 15,678 shares; 2025Q3: 12,653 shares; 2025Q4: 15,881 shares; 2026Q1: 29,984 shares; 2026Q2: 41,604 shares 41,604 $3.67M 0.03% +11,620 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,026 shares; 2024Q4: 9,506 shares; 2025Q1: 17,654 shares; 2025Q2: 7,270 shares; 2025Q3: 4,417 shares; 2025Q4: 3,564 shares; 2026Q1: 3,910 shares; 2026Q2: 4,409 shares 4,409 $3.66M 0.03% +499 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 13,408 shares; 2026Q1: 12,825 shares; 2026Q2: 13,599 shares 13,599 $3.64M 0.03% +774 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,172 shares; 2025Q3: not reported; 2025Q4: 4,233 shares; 2026Q1: 15,915 shares; 2026Q2: 19,285 shares 19,285 $3.63M 0.03% +3,370 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,395 shares; 2024Q4: 12,844 shares; 2025Q1: 25,770 shares; 2025Q2: 8,370 shares; 2025Q3: 8,437 shares; 2025Q4: 8,147 shares; 2026Q1: 7,613 shares; 2026Q2: 6,331 shares 6,331 $3.63M 0.03% -1,282 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,513 shares; 2024Q4: 61,679 shares; 2025Q1: 136,898 shares; 2025Q2: 97,223 shares; 2025Q3: 63,774 shares; 2025Q4: 127,594 shares; 2026Q1: 133,832 shares; 2026Q2: 98,130 shares 98,130 $3.63M 0.03% -35,702 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY 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: 160,942 shares; 2025Q4: 187,300 shares; 2026Q1: 185,947 shares; 2026Q2: 182,526 shares 182,526 $3.59M 0.03% -3,421 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: 10,692 shares; 2024Q4: 10,706 shares; 2025Q1: 23,452 shares; 2025Q2: 10,292 shares; 2025Q3: 11,474 shares; 2025Q4: 33,639 shares; 2026Q1: 22,764 shares; 2026Q2: 22,853 shares 22,853 $3.58M 0.03% +89 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,061 shares; 2024Q4: 2,829 shares; 2025Q1: 5,494 shares; 2025Q2: 2,385 shares; 2025Q3: 2,027 shares; 2025Q4: 10,241 shares; 2026Q1: 10,585 shares; 2026Q2: 9,179 shares 9,179 $3.58M 0.03% -1,406 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,991 shares; 2025Q2: 36,344 shares; 2025Q3: 79,429 shares; 2025Q4: 36,281 shares; 2026Q1: 59,267 shares; 2026Q2: 67,833 shares 67,833 $3.57M 0.03% +8,566 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,732 shares; 2025Q4: 16,703 shares; 2026Q1: 14,827 shares; 2026Q2: 42,675 shares 42,675 $3.54M 0.03% +27,848 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: 10,059 shares; 2024Q4: 13,123 shares; 2025Q1: 22,073 shares; 2025Q2: 46,518 shares; 2025Q3: 34,066 shares; 2025Q4: 43,161 shares; 2026Q1: 42,953 shares; 2026Q2: 38,940 shares 38,940 $3.53M 0.03% -4,013 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,180 shares; 2024Q4: 34,153 shares; 2025Q1: 23,960 shares; 2025Q2: 47,522 shares; 2025Q3: 41,157 shares; 2025Q4: 95,597 shares; 2026Q1: 97,367 shares; 2026Q2: 83,195 shares 83,195 $3.52M 0.03% -14,172 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,199 shares; 2024Q4: 8,020 shares; 2025Q1: 12,896 shares; 2025Q2: 23,296 shares; 2025Q3: 20,880 shares; 2025Q4: 36,826 shares; 2026Q1: 39,533 shares; 2026Q2: 28,515 shares 28,515 $3.51M 0.03% -11,018 Timeline